Youtube comments of (@FutureAZA).

  1. Sandy's rant was spot on. He keeps politics out of his channel, but this was just too strange to ignore. It's not about left or right, but right and wrong.
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  2. The legacy guys have no clue how far behind they really are. They've been saying they'll have a ton of Tesla-killers within 2 years since 2012. Still waiting!
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  3. Jordan is awfully good at these. Not just the expertise, which is pretty obvious, but the presentation too.
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  4. DJI is the example I use when people say China doesn't innovate. Their products are vastly better than anything like it, and they were absolutely the first to take the approach they did on a number of products.
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  5. What a great video. Would love to do another interview with Sandy. Last one was AMAZING.
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  6. Another amazing show. Keep it up good sir. 100k subscribers by the end of Q3 for sure!
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  7. Wow man. Calling it now, this will be the biggest video in the channel's history by at least 2-3x, maybe even, dare I say, an order of magnitude.
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  8. Everyone outside the industry, and a lot of those newly inside of it, fails to understand just how monumental of a challenge it is.
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  9. That's a funny comment, but it was indeed from last night.
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  10. This channel just keeps getting better.
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  11. That's my belief as well.
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  12. What they really want is a no-man crew, and they're going to get it.
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  13. It begins!
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  14. I semi appreciate that.
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  15. Doesn't mean anything. Just a wai to get the shortest possible name that was available across all platforms.
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  16. It puts me in a tough spot because I'm here for the tech and what I had always believed to be the mission. I'm not mad at anyone for their decision to sell their car or their shares, nor anyone who decides they can no longer support channels that go too heavy into Tesla coverage. I get it. I appreciate your continued support, and I'll keep doing my best. As for growth coming from the conservatives, I'm waiting to see it. It has yet to show up in automotive sales, and it certainly hasn't moved the needle in terms of viewership or subscribers. The trend is that those viewers who are political first will support channels that are overtly into partisan politics. Maybe I'd feel the same way if I was sitting at either extreme, or cynical enough to pretend that I am just for personal gain. I'm not willing to be someone I'm not just to make a few bucks.
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  17. Yes, that's it. Surely I didn't know. That's right.
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  18. Nearly all of those are bigger channels. It's a lot of work to get out on the road, and it's expensive too. I just feel it's the best way to get the info.
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  19. If you make a mistake of that caliber, you immediately and sincerely apologize. I haven't seen if that's happened. I'm taking a break from X for a bit.
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  20. But "it's just a car company!1!"... You know, like Amazon is just a website, and Google is just a search engine. Many investors are only now starting to wake up.
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  21. No matter what position you take, you're going to upset a number of people.
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  22. I can't wait for all big rigs to be this quiet.
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  23. That's how we were taught at the Calculon school of enunciation.
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  24. If your investment horizon is less than a few years, individual stocks are a pretty risky move. Too much can go wrong, even beyond the company's scope of control, to make that a good idea.
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  25. Politics is exhausting, and debating it is about as productive as trying to convert a million people to some specific religion. Policy is as far as I'm willing to go, and I know that's rare in the Tesla space, but it's who I am. Of course this means I've never gotten a retweet or repost from Elon, and I've never been allowed to attend a product unveiling or launch event.
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  26. The amazing work of the world-class engineers at Tesla, SpaceX, and other companies he's built have moved entire industries forward. That lasting betterment will be studied and applauded for a long, long time. WW2 also spawned a huge leap in technology the world has benefit from ever since, but the cost to make that push was paid in nearly endless blood and treasure.
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  27. We've seen them examine the black box with other crashes to determine every part of every input leading up to the crash. Needless to say, it's never quite what the sensationalist headlines would have you believe.
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  28. Did you buy on hype or fundamentals? I ask because if you bought on fundamentals, this is merely a dip. The fundamentals have only improved.
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  29. I'm not convinced Toyota is the one who did the engineering.
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  30. NACS will surely follow. Too many of those dominos have already fallen.
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  31. You've seen enough of my videos to know I crack jokes year round.
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  32. An eye for an eye leaves the whole world blind.
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  33. Glad you think so! Every time I get a bit quicker at making them, I find new things that just HAVE to be included, so no matter how much efficiency I gain, I'm still stuck with about the same work load. The plus side is (hopefully) ever-better videos.
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  34. Painless.
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  35. There are companies in the US that do this, but I'm struggling to find one to check out. I'll keep you guys posted as soon as I find one.
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  36. Good point! My car is in the shop (under warranty) and I was warned when I dropped it off that they had also seen staff reductions, and it may be a while. My service loaner has free supercharging, which they're paying for, plus the depreciation and mileage I'm racking up, plus the fact that the car can't be loaned to anyone else. Will they be paying for people's rental cars? At some point the salary savings winds up costing you more.
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  37. Elon isn't waging a war against oil companies.
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  38. They really are. There was a video a couple days earlier that made it look impossibly small by moving ALL the other seats ALL the way back. They disable the comments on that video, no surprise. Big fan Dave!
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  39. 30 years to LIFE!
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  40. I get that you're trying to spread negativity, but you need to be factual. Mustang doesn't qualify for the $7500 while the models 3 and Y do, and any other low cost vehicle they make would surely qualify as well. Please stop now.
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  41. Maybe not the #1 question on everyone's mind, but certainly number two. :/
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  42. Chinese companies don't care where their factory is, as long as they can sell products at a profit.
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  43. It can be both. :)
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  44. We'll see if the viewers approve.
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  45. They did love it when a plan came together.
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  46. He's a very good communicator, but the sheer amount of knowledge he has on all these things is ridiculous.
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  47. Thanks for all that. I agree with you, though my wife and kids may not. What can I say, they're a tough crowd. The SNL thing is what I really didn't get. If they're so "anti-whatever-he-is" why would they have asked him (a non-actor, non-comedian) to host and given him such softball skits? SNL is as close to middle of the road as possible, by design, and if they wanted him to look like a robber baron, they could have easily done so. Yet the closest we got was a dashing Wario. You can't say the Bee is at a 6.5 toward a perfect 10 on the Conservative spectrum when they literally ask you to accept Christ as their final, mic-drop, end of show finale. Elon handled it well. Waffled a bit, remembered who the audience was, and said "Yeah, sure, why not" to appease the zealots. What a slimy way to ambush your guests. These guys do not walk with Christ. They are no more virtuous than televangelists. They abuse their positions as providers of kind lies to bilk the masses and it's shameful. ... went off a bit there, didn't I?
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  48. Nobody is more shocked at the accuracy than me. I had reasonable confidence in the math, but I didn't expect to get this close. Actually, I didn't even intend this as a series. The channel is still small, but back then it was very, very small, and even though I still put in the hours, I didn't think anyone would watch or even care. Only had 500 subscribers when the first installment was published. I was young, poor, and dumb back then. Thankfully, today I'm almost a full year older. ;)
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  49. As I lean in and add, "aza!"
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  50. Feels about 5 years late to be looking at that aspect. Maybe he means the mirrors?
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  51. @Mrbfgray My thing is volunteering at food banks. I went through a period in my 20s when I was sufficiently broke to be hungry, so I've volunteered at food banks the last four places we've lived. It goes to supermarkets first, food banks second, farms third, and then to compost. Where I live, the percentage that makes it to the landfill is very small.
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  52. @dbatch5677 Don't fall for the sucker bait. She's doing exactly what the board wants her to.
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  53. It's a lot more luxurious than a Y, and for people who want something that isn't as common, this could fit nicely. Hope they aren't losing money too quickly because I'd love to see them survive.
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  54. It convinced me that there are real, well qualified people who are actually committed to getting the product out.
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  55. You are four subscribers with access to historically more accurate information. Unlike those Wall Street hobos, I have no securities to sell you, since I'm not a financial advisor. What I wonder is why anyone listens to those clowns after all we've seen. :/
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  56. She can't stop smiling while he's having what looks like his third heart attack. Fantastic stuff!
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  57. If you build a compact car factory, the answer to "where do you sell the products" becomes everywhere. Compact cars sell in every market. Not as much (as a percentage) in the US (though they may become more popular if there's a compelling choice,) but the rest of the world absolutely LOVES compact cars. Unless you don't have the batteries. In which case you wait for the suppliers to build their factories, or you build your own, since you're sitting on an adequate mountain of cash. Hope this helps!
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  58. If you're going to be in Austin for Investor Day, MyTeslaWeekend is holding another all-ages Meet & Greet with a bunch of guest speakers, giveaways, and free pizza at SE Metro Park at noon on March 1st. If you're looking to hang out with some like-minded people and meet some of your favorite YouTube personalities, check it out. https://www.eventbrite.com/e/investor-day-in-austin-march-1st-tickets-547595010417
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  59. When Herbert was considering launching a channel of his own, he reached out to me and I helped him with as much groundwork as possible. What software to use, how to structure the workflow, even best practices on naming the channel. He invited me to be a regular, and the deal I suggested was that if I'm helping him with content, I'd appreciate his help with content over here. I do this with everyone who invites me on. I figure if I'm helpful over there (wherever it may be,) then they're surely helpful over here. If I can't find a good use for their insights, that's my problem, not theirs. Herbert has been very kind to me and I appreciate him.
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  60. Now available with Pufftronic Vaporzhaust!
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  61. There's a LOT to cover.
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  62. It was always "to accelerate the transition to sustainable energy," but even that feels to have fallen by the wayside in pursuit of social issues.
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  63. We've tried nothing and we're all out of ideas!
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  64. The 3 & Y perform vastly better. My concern is for all the other cars being sold that are only up to the level of tech Tesla had in 2014.
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  65. My buddy gave us a ride to the airport this morning in a Renault Zoe, which is a compact, budget electric, and even THAT was a remarkably nice ride. The EV drivetrain has built in advantages that cost money to overcome in a dinosaur burner.
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  66. Interesting consideration, though I'd guess it's the trailer that's likely to flip first.
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  67. Great catch, thanks!
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  68.  @erikbarsingerhorn4485  I always try to get permission BEFORE using clips, apart from those under Fair Use. I have a very good relationship with most of the Tesla drone pilots around the world. They are all pretty good dudes, even the ones who say "no" to my requests. :)
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  69. It sure offers a lot more insight.
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  70. And he's a no-BS guy, which helps.
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  71. Quality.
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  72. FLOOD: cover or submerge (a place or area) with water. Nobody said the river flooded. The work site definitely has. You haven't even seen the video yet. You okay there bud?
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  73. Really? Because I watched a documentary called "European Vacation" in which a family drove about 1,000 miles on a single roundabout. ;)
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  74. That's because they don't. It's been addressed over and over. I addressed it yesterday. The lights on the bumpers serve this purpose.
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  75. We published it with the title "30-minute 'All Hands' Supercut" and nobody watched it. Turns out human nature dictates that humans do human things. If people want us to use less sensational titles, they have to watch the videos even when the title is straightforward. Unfortunately, overcoming human nature is a very big ask.
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  76. Not sure it would be tedious, since I'm already watching all thr videos anyhow. Now that I've laid all the groundwork in my tracker it shouldn't be nearly as much work as ther first time. We'll see, we'll see.
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  77. It's already been proved. Paperwork has to be in order to be processed, and verified before it's paid. Those claiming fraud are the ones without proof. They're going on a feeling.
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  78. @Corrie Duvall Jeff got them from Joe. He told us Patrons last week they'd be coming soon. Joe is very kind about allowing reuse.
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  79. It's wild to see people offended by the booing of the US national anthem in Canada. We're literally threatening their autonomy.
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  80. First they need to engineer for failure. The tech as it stands today is not going to cut it for licensing.
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  81. That was awfully good. It's nice to see a real review that looks at the finer points, like the regen, crawl, hold, etc. Quality information.
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  82. That sounds right. Would explain why my Cheetos are so expensive. Crazy Tesla putting them into their cars to control the door locks!
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  83. No sane person shares your view on the majority of your points. The thing about a LIST of catalysts is that they aren't all required, or even required sequentially. Any one of them can have a significant impact alone.
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  84. Buy 7 Powerwalls and we'll throw in a truck FOR FREE!
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  85. You're missing nothing.
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  86. Likely so.
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  87. Can't believe you left in the overtime bonus on my part. Ha ha. Well, it was a really fun one and I was really pleased I got it on my first take from memory without so much as a teleprompter. :)
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  88. Kyle is not for sale. It's exceptionally rare.
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  89. Appreciate the feedback. More cool stuff coming soon.
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  90. I know, right? It's like someone should make a video about that.
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  91. I imagine so, but it needed to be said. There's no shortage of madness out there, so hopefully this ounce of sanity only drives off the most fragile and fact-averse of folk.
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  92. @StpehanGillie That's 100% oil propaganda right there. Lithium is everywhere AND is recycled. Don't fall for their profit-driven lies.
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  93. I saw that. He did put a link in the description, but it's not really driving any viewers this way. I'm just glad he found value in it. Maybe I can get him to come on for an interview. ;) EDIT: I stand corrected. It does look like there's a bump in viewership, so that's pretty awesome.
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  94. Lol. What terrible advice. You realize people have lost billions doing that, right?
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  95. Fear, uncertainty, and doubt. It's the currency of those wishing to manipulate the price of something when there's no legitimately bad news to share.
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  96. @carholic1336 That wasn't the part that impressed him. It was the design, engineering, and construction of the magnets which he had never seen anything like before. At first glance he couldn't determine how they work. This is why he tears things all the way down to nothing to get answers.
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  97. It was a great event. Glad I could connect with these folks and get the word out. These types of videos are never my most viewed, but it's the kind of thing I feel needs to be shared.
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  98. Whoever told you that doesn't have a very high opinion of you.
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  99. It gets like that on weekends.
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  100. All the pieces are there. They can hit 5m with just the factories they have now, and expansion plans are always in the works. They've got the brand appeal, the batteries, a roadmap to get the factories, the margin, and the agility. I just don't know how anyone expects to beat them.
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  101. Having a smart assistant in your car would be a game changer. Every time I back out of my driveway, the car screams at me that I'm going to crash because there's a hedge along the driveway. I'm not getting closer to it, but because I'm within 2-feet, it always goes crazy. An AI could learn that this is normal and reserve warnings for if I'm actually at risk of hitting it.
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  102. That was my assumption based on the delay in getting it active on Cybertruck, but the Cybercab engineers said that wasn't the issue. As long as it has a 360 view of the world, it stitches it together just the same. They said the delay was due to the rear steering.
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  103. That isn't what's right. That's petty revenge. That is not something we should be cheering on.
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  104. Who woulda guessed it would be difficult to keep the combustion on the inside?
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  105. @mukamuka0 Most of my friends in Michigan work at parts suppliers. They're getting absolutely blasted by this. When the dust settles and costs need to be cut, that's where they'll be cutting. It's grim.
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  106. Well said!
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  107. Saw that. Only took four years. Shabby, but not too shabby.
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  108. We deal in facts here. Peddle your nonsense elsewhere.
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  109. Lucid never called themselves a Tesla killer, or like Tesla but better... and also, there isn't enough factory footage from Lucid to actually do the work. :( I actually believe in Lucid. While I think their 2012-Tesla-style approach is going to be difficult in the current EV environment, I don't know what a better path forward would be. I respect their apparent honesty and I understand their plan. Nikola, however, was founded as a fraud and now that Trevor is gone the new management is trying to find a path to the future, but I just can't imagine there is one. And also, there's an absolute gaggle of angry, hateful investors who were duped by a YouTube investment "guru" in Korea who convinced them to pour their money into Nikola. Whenever I mention Nikola, they flood in with sheer rage, but I track their comments back and see that most of that guy's subscribers admit to having lost a fortune on Nikola. These are honest folks who've been hoodwinked, and the more they know, the more likely they are to make the best decisions for themselves.
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  110. I try to pack in the info as density as possible in these.
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  111. I feel like that guy you talked to was sooooo close to putting the pieces together.
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  112. Is it? Because I've been saying a lot of things about the Model 3 refresh over the past few months, and so far appear to be batting right around a thousand. Consider the possibility that I have sources, or that I'm extremely good at determining what's going on even without. I've earned my stripes.
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  113. GOOD NEWS! 99.5% of the world's population doesn't live in Canada. Those who live in places colder than Canada, like the Nordic countries, have somehow managed to figure it out and determine that EVs are STILL the better option. Hope this helps!
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  114. Fair points. I would still choose to own a car and get the self-driving benefits from that, but for getting to the airport, this is likely going to be a lot cheaper than even parking in the economy lot. When I arrive at my destination, I wouldn't bother renting a car if this is an option. Autonomous taxis stand to swallow the entirety of taxi and ride hailing markets while also expanding them significantly.
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  115. Just because you missed the boat last time, doesn't mean you're required to miss it again. You can zoom out even further to see how strong it looks against the entire automotive market irrespective of drivetrain. The story isn't over.
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  116. Range extender is cheap, portable, and compact compared to managing a temporary stationary version. Time and simplicity are critical in these operations.
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  117. It isn't. The people who tell you that are manipulating you. Rise above it.
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  118. Had to be done.
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  119. Can you give me examples? They seldom use even the same batteries, their motors are different, and we just haven't seen the fear materialize in the automotive sector. A good example I can think of is the hoverboard. The inventor of it bought a cheap knockoff from China ready to sue them inside out only to crack it open and see that their approach was entirely different, simpler, and vastly cheaper to build. They got the same product by rethinking the engineering entirely. That's what China's up to these days.
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  120. Freaking WHAT?!? COLA is already included, so inflation is mitigated. The members CAN NOT vote on the agreement until Shawn lets them. He is the ONLY one holding any cards. The workers are entirely at his mercy, and his objective is to boost himself, not anyone else. The $500/week is bankrupting workers. The UAW launched the strike with almost a billion in the bank, and they're not striking company-wide. They can afford more, but I guess I care more about workers than some people. The "record profit" is on internal combustion cars, which are already being phased out worldwide. They lose money on EVs and this is making it worse. If someone can't live on $84k per person in Michigan, they don't need a raise, they need basic financial literacy courses. If workers believe in their products, they should demand stock. If they don't want to own a piece of the company, that tells me they don't believe in it. This is an unmitigated disaster. Anyone who still supports Fain after this will watch in confusion as the Midwest manufacturing powerhouse continues to falter.
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  121. Awesome, thank you! I put a lot of time into making these, and it would be easy to say "Oh, I'll make the quality good once I have enough viewers," but I can't ask you to subscribe if the quality isn't already there. The first few weeks were pretty discouraging since I'd make a video and then nothing would happen. That's nobody's fault, it's just how it goes when a channel is brand new. It's just been really awesome to see things actually start to click, which really only happened in the last week. Here's to hoping the next few weeks are just as exciting. I'm definitely more motivated than ever to create great content.
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  122. Like that rubber strip for between the glass. So simple.
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  123. I don't think it would go that far, but I also didn't think any of this would go as far as it has, so that throws a lot of my assumptions out the window.
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  124. There's a lot of competition in this space for sure, but the real killer right now is the lack of brand enthusiasm you see when the share price suffers an extended slide. As production numbers are revealed and the new factories ramp, enthusiasm will return.
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  125. Been a big fan for years. If I had the energy of a much younger man, I imagine I'd be trying to keep up with his schedule.
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  126. Wow, that's one heck of an idea right there.
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  127. Elon also says you should have more kids, but in the case of some people, I think he'd make an exception.
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  128. You do realize I transcribed it myself, right?
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  129. He's the president of Munro & Associates, and they've got nothing but sharp people there.
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  130. Why be prospect for gold when you can win either way as the merchant selling the picks and shovels?
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  131. There's good money in being a 100% cheerleader or 100% critic. Honesty requires calling out the bad with the good, and that turns off people who don't want to hear it.
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  132. The previous round of corruption was literal crime, and it appears the responsible parties were held accountable. This doesn't appear to be criminal as much as extremely hamfisted. He's the dog that caught the car and he doesn't know what to do. It feels like those bodycam videos where the cops agree to let the drunk person go, but the person can't let it go. Okay, now what? It's clear he wanted a long, drawn out strike, but the automakers didn't, and they have compromised aggressively. This isn't meeting in the middle, but 90% of the way to your front door, and now he's not sure what to do.
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  133. I hope so! Thank you so much!
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  134. Six months ago I'd have said not likely, but the addition of a massive array atop Giga Nevada (where power is already pretty affordable) suggests otherwise.
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  135. It could mean a few different things, like replacing individual modules within the battery, or replacing wiring or other parts within it. It's possible the connections in 2014 were updated and this particular vehicle needed the revised version. It's possible that all the cells were replaced over the course of those two rebuilds, but it strikes me as unlikely.
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  136. I think you're right. It can be frustrating for investors in the short term, but in the long term the only thing that matters is execution.
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  137. It used to be Ford. Now it's Tesla. https://www.businessinsider.com/tesla-beats-ford-as-most-american-car-2021-6
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  138. My kids think "that show I watch with Zazu" is titled "Moving on!"
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  139. That's a very narrow view that ignores the entire reality. Tesla had to go from nothing to volume production, a feat that hadn't been done by a US auto company in 70 years. Ford has 119 years of experience making cars. What I hear you saying is that this isn't an advantage, and I agree. Having all those existing factories, also not an advantage. Having a small army of engineers with decades of experience isn't enough. Having a sales, service, and distribution network, not enough. Tesla lost money because they had to invent the charging network, and offered early buyers free SuperCharging to spur adoption. They lost money because they were tooling for big production without existing sales to offset it. They lost money because producing a compelling product is expensive. It's reasonable to assume that margins for legacy car company EVs will return to positive numbers, but it's extremely unlikely they'll achieve double-digits, let alone 25-30%+ like Tesla. They've never done so before and they lack the scale and agility to significantly reduce costs over the near and medium terms. The race has already started and they're just now lacing up their shoes.
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  140. I know enough to see they're in real trouble. The reviews from those who weren't compensated in some way are not good.
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  141. Interesting. I always wonder how much in-car learning occurs. I hear tales of it, but I'm not sure how much I've seen.
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  142. And 2016 was a time before Elon had decided to litigate EVERYTHING. Like his tweet yesterday said, he wants to fight nonsense cases even if they look unwinnable, and give in on genuine claims, even if they look winnable. We can't know the details of this case. We don't know one side, let alone both. We only have a third hand account from an uninvolved party. The point isn't that you and I are trying to litigate this on their behalf, but to point out that Business Insider also lacks standing and even credibility.
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  143. I thought I was a Tesla fanboy who couldn't be trusted to give unbiased information about any other brand? I have no investment in Aptera, and do not hold a reservation. I'm an EV fan, if that counts. If it comes as a surprise to you that I'm an EV fan, I'm not sure what to tell you. I thought that would have been pretty obvious by now.
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  144. I was ready to invest in Lucid Motors until I went there, met with the drone guy flying over it (Bear's Workshop) and found out how secretive and outright hostile they were to such coverage. Pass. That's a hard pass for me. I'll keep my nickels where I can see what they're doing.
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  145. Humbling words, thank you.
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  146. I appreciate that! I'm less wrong than all but a few of the other guys, and I'm always working to get better. Thanks for hanging around for it!
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  147. Ah, but I do. ;)
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  148. EVs are growing. You're looking at a falling tree and asking why it hasn't hit the ground yet. The grownups don't know where to start with a question so absurd.
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  149. I kept hearing that about the $35k Model 3, but adjusting for inflation, they're cheaper than that now, and you get a whole lot more car than what was offered at $35k.
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  150. Thank you kindly!
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  151. @MegaWilderness The question was whether or not this update is Highland, and the answer is yes. It's always been yes. The schematics called it that and Tesla called it that internally. If you want to act a clown and pretend 50% new parts ISN'T a new car, that's on you, but it gets tiring. Your whole shtick gets tiring. Get better material or go troll a different channel.
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  152. This is a perfectly rational reason.
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  153. Same. I never loved a haircut, even when I bought expensive ones. If it's only going to be so-so, why pay money for it?
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  154. That would be a nice added benefit for employees. I saw a Walmart parking lot in Truth Or Consequences, New Mexico that was almost entirely covered by a solar canopy and it was really nice to come back to a car that wasn't kiln-hot after an hour of sitting there.
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  155. I've always been the type to go down rabbit holes on narrow topics. It's just nice that I have a way to do so professionally.
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  156. Too many people seem to think the last minute reprieves on these tariffs makes everything all better. It doesn't. It damages our reputation, kills contacts, and makes our partners and allies look elsewhere for stability. This is not something to cheer on.
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  157. That's the big thing Q doesn't understand. As the price falls, more and more investors are willing to liquidate other positions to get more Tesla shares.
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  158. I can't guess where you're from, but I take your comment as a tremendous compliment. I do fancy myself a tad on the comical side, I never take myself too seriously, and as much as it's possible, I do everything for effect. Every troll that focuses on my hair color or uncommon choice of beard grooming is one that I can safely assume has nothing against the content. I love a low-maintenance haircut, but when I went clean shaved, I looked too aggressive to strangers (especially on sunny days while wearing shades,) and I'd vastly rather be seen as whimsical if a bit comical, than menacing. Oh wait... "humour"? Are you from GB?
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  159. That is a good point. Infotainment (front and back) and an awful lot is shared. Seat risers would be different, but I'm not sure those would even be updated. The seats and body are all internal. Insightful, Scott, thank you.
    7
  160. But yet you're here engaging and driving it up in the algorithm, so I thank you!
    7
  161. I've never had a stalk break on any car I've owned, and I've seen every manner of failure I can think of. I think it has more to do with cost reduction and ease of manufacturing, but both of those are more than offset by the other improvements. I like your theory on segment differentiation. Trimming out some of those bells and whistles will go a long way toward getting the compact down to $25k.
    7
  162. We did. Don't worry, they'll eventually be held accountable for their crimes.
    7
  163. From what engineers have told me, it will require brake by wire. I would be a little surprised if they develop their own considering Brembo (and likely others) have solutions already tested and ready to go. They wouldn't even be likely to pay a premium for the new tech since it would be the best marketing to get the components out into the market.
    6
  164. I dug and dug, but couldn't find a primary source for the 200kWh battery pack claim, apart from the usual cadre of speculation sites. While the 620 mile range state officially would hint at a pack that large, it would only be a hint. The Plaid Model S has a range of 396, which would mean with equal weight, it would only need a 150kWh pack... but it's lighter. It's a LOT lighter. The form factor barely extends beyond the wheels, and has a much lower roofline. The present-day Plaid pack could likely get 500+, which would be close enough for a launch edition.
    6
  165. Literally no clue. I'm likewise mystified. Maybe it's because Elon thinks the best loading dock is no loading dock?
    6
  166. Building a road vehicle that's rifle-resistant just isn't practical. The ability to stop small arms fire is a byproduct of the design more than the intended purpose.
    6
  167. It is very early. There are other people with less accurate predictions who make an entire living out of this. Bad numbers every week and huge praise for it. It's crazy. The only counter to lazy, stupid, bad numbers is good numbers. My numbers are always good.
    6
  168. If everywhere you go, you're blocked, maybe look into why that might be.
    6
  169. The "concern" is always shifting to something new and unprovable. Once you debunk the current nonsense, they're right back with a fresh batch of BS. I don't play their games. If they want to put up numbers in advance, I'd be happy to take a look, but they never do. They have no facts, just an unending string of lies.
    6
  170. Ghoulish. People are going to lose their homes and you do give a honk. Consider being a better ambassador for your cause.
    6
  171. His video has self driving in the title. That's not a choice any of us made. Roughly zero percent of cars have the lidar system he used.
    6
  172. We were averaging about 30 people for all 8 of the presentations given that day. It just keeps getting bigger.
    6
  173. What he says in public and what is published in the report aren't necessarily the same thing. The channel needs to be sugarcoated while the report is just data.
    6
  174. I don't need anything fancy. Skip the parkour and impressive human-like form and movement, give me something that can do work.
    6
  175. I wanted to but I wasn't able. Your mom requires 24-hours notice for bookings. ;)
    6
  176. Well said. Just today I had someone ask me, "didn't Tesla just have to recall TWO MILLION cars..." sigh. I explained that it happened two week before I got the letter, automatically, while I was sleeping.
    6
  177. 360 miles.
    6
  178. The free cash flow continues to increase. Your comment contains a lot of factual errors.
    6
  179. Just did. Pretty terrible. Seems like they should really crack down on those who are being wasteful with water and abusing their privilege, rather than newer companies taking more modern and sustainable approaches. If these protesters refuse to target companies using 100x more water from the very same watershed, they can't be taken seriously.
    6
  180. I have a video I'm working on about Tesla Bot. It's very involved and I can't wait to show it. Hope to be able to get it out next week. It was my original topic for Friday but it just kept getting longer and more involved as it went.
    6
  181. You get me.
    6
  182. Lars from Best In Tesla took a Model 3 into the arctic circle in the dead of winter. It had no issues. https://www.youtube.com/watch?v=1DijsK4ki2g
    6
  183. It will be released. When it does, it will be an all-in effort, like the Models 3/Y before it. Once that happens, it's scramble time for the legacy guys because the CyberTruck is cheaper and easier to build, and won't have an ICE counterpart trying to kneecap it at every turn.
    6
  184. The showroom staff is guessing. They definitely don't have any concrete information.
    6
  185. By that reasoning, nothing in life is new. THAT is kinda cringey.
    6
  186. 110% agree. If THEY want that, let them have it. The rest of us don't need it.
    6
  187. Not sure if this is a serious question, but loads of them.
    6
  188. He's a hype man. It's fun but it can lead investors to misunderstand the bigger picture.
    6
  189. I get that you're playing a character here who can only be described a whole dumbass, but you need to keep the silliness to a believable level. There is only one EV on the market that has a transmission, and it's the Taycan. There is NO regular maintenance on an EV, and besides not having oil changes or any of that nonsense, the brakes last 2-3x longer due to regenerative braking. If you actually watched the video before spouting off molten cuckoo live a volcano of crazy, Karen, you'd know that your claim about battery degradation is pants-on-head stupid, because if a battery loses more than 30% of it's capacity over 8 years and 100,000 miles, (or longer in many states,) you get a new one FOR FREE.
    6
  190. Larry has forgotten more things than most of us will ever be lucky enough to learn.
    6
  191. Because the price is expected to start about the same, and manufacturing efficiencies will out-pace the small increase in production cost. This isn't the low-cost model, even though it's well below the US average. This is still a premium vehicle.
    6
  192. There are trillions for gas. Start there.
    6
  193. They're WAY ahead of you. They proposed $50m for next year, but with a delivery target... a target that's lower than last year's deliveries.
    6
  194. You found your answer, but the way I did it was make a deposit with my credit card, financed the majority through the app, and then the app told me the exact amount to wire transfer or bring in on a certified check.
    6
  195. I've met Cory a number of times in the past, but I can't imagine he has the time to watch my channel. Without that personal experience, all he knows is that I'm some guy on YouTube. Once he saw the caliber of the questions, and that they were actually thought out and considered, it was likely more fun for him to be part of it.
    6
  196. It would be so easy to have 100 custom colors on rolls in the finishing shop, with one worker assigned to each panel. They're all flat, or darn close to it, so if your job is to wrap a hood all day, you'll get pretty quick about it in about a day. Truck rolls in, QR code says "Go with Galaxy Purple" and the printer cuts each piece to the right size. The swarm descends and each of the panels (all of them at once) are done in 10-minutes, and it's out the door. At $4k each you could undercut most of the competition and do so with a fraction of the labor, while maintaining a margin likely in the 400-600% range.
    6
  197. More research is required, but for some reason, my wife refuses to participate in the study.
    6
  198. L the f OL. Your avatar and username make you easy to spot, and you're consistently spouting absolute nonsense. This video shows that EVs are NOT done, not even close, and even the laggards are almost all posting double-digit growth. Your 2022 Model Y is only as good as a Toyota? Come on man, you know I own a Model Y now. It's a spaceship compared to anything built prior to 2020, and still knocks the socks off of almost everything on the market today.
    6
  199.  @Allleeeson01  I'm hideous but there are plenty of people who love me. 🤷
    6
  200. Not much longer.
    6
  201. Pro-union. Did you watch the whole video? I explained the two of my sons had the option of joining the union or getting paid the exact same, but not joining the union, and I successfully pushed them to join. I explained that the only reason their pay rate was that high was because of the union, and the only reason it was optional to join was because anti-union legislators stripped out the requirement to join. I'm not even anti-UAW. What I am is anti-Shawn Fain. If he won't take yes for an answer, he's not serving his members.
    6
  202. It's a marketing masterclass in survivorship bias. They get 100 new people to sign up, 10% of them do really well and come back to tell everyone how great it is. They get a new 100 people from that and the cycle continues. The ones who failed did so because they made bad choices, but the successes are all because of Fool.
    6
  203. Boom!
    6
  204. Wow man, thanks! Big fan of course. I try to leave you comments when I have anything helpful to say.
    6
  205.  Biden hates the working American  Shush troll, the adults are talking.
    6
  206. Shawn says $40/hr with 5-weeks paid vacation is not fair pay. He says it's so low that he won't even let his members vote on it. I disagree with that position.
    6
  207. Looking forward to it! I'm planning to go to the Shanghai Auto Show in April.
    6
  208. It looks promising, but it hasn't scaled yet. My understanding from the battery engineers I've talked with is that if we can get sodium ramped and validated, the LFPs currently going into stationary storage can be diverted to automotive use, which would really open the floodgates for production.
    6
  209. Lordy man, listen to yourself.
    6
  210. Great question! Pilings are counted as part of site prep. It's not counted as a footing until there's something they can attach the structure to. The pier work we see underway in this video may still be a week or three from that point.
    6
  211. It holds me back in terms of channel growth, but I value my integrity too much to pretend anyone is infallible.
    6
  212. That would be pretty crazy. I'd love to see them performing basic tasks at a showroom. Polishing the finger smudges off cars, sweeping, getting cups of water for guests, posing for selfies with the kids. This would cause a crowd that would last for months.
    6
  213. I'd like to chalk it up the Aspie unawareness, but he's got handlers and assistants for days. Surely this has been explained to him. Either they aren't sufficiently empowered to say anything, or more likely, they have, and he's staying his course anyhow. Not ideal. He needs to go on engineering channels to just nerd out on numbers, not these nonsense partisan hackery rags where they literally ask him to accept Christ as his lord and savior to end the interview. What a bunch of anti-Christian knobheads. The Bible warns about people like them, but their fans gobble it up like so much Holy Prepuce. Shameful. Rest easy, my friend, I'm sure they'll issue a BS takedown notice shortly.
    6
  214. Can you imagine if the trillions wasted in Iraq/Afghanistan were poured into infrastructure and a green transition instead?
    6
  215. THIS is the perspective I appreciate most. You get it. You get the vehicle and the concept, and you get how difficult it is, and you're hopeful, optimistic, but earnestly concerned. That's the balance all investors should strive for.
    6
  216. It's about an hour per finished minute. It really kills me, but I can't help myself. :(
    6
  217. Sound more like what they need to do is get you back to your room in time for your medication, sweety.
    6
  218. It is. We're not mincing words. It's like "pretending" it's good for the budget to build a toll bridge. If it's going to get use, make people's lives better, AND pay for itself, then yes, it IS good for the budget. May not look like it until it's built and/or paid for, but that doesn't change the long term perspective. I've made videos on the carbon payback period for EV factories and it's breathtakingly short.
    6
  219. I keep trying to explain that, but a lot of people's minds are already made up. We'll get through to them eventually.
    6
  220. The camera is very small and subtle, so I don't fault them. There are other reasons to wear masks. People around the world have been doing it since long before 2020. The hostility gets old. I had a guy attack me on X because my son was wearing a mask, but in the video he was literally in the middle of spray painting. Painters wear masks. I thought that was reasonably common knowledge, but I guess it wasn't enough to overcome the hostility.
    6
  221. Wow, thanks! Yeah, I figure I was just late to the Tesla space, and building an audience in such a crowded field of really smart and talented people is difficult. My head is above water for now and that's what matters most.
    6
  222. I try to offer perspective. Our community could do better at zooming out to better understand what's going on.
    6
  223. Q1 2021 was 180,338. That number almost seems quaint now. :)
    6
  224. There was quite a bit of pausing and repetition trimmed, so yes, the whole thing boiled down to 5-minutes. You've seen how I condense my own livestreams. This was more of the same. Good practice, really!
    6
  225. Get better material.
    6
  226. Voodoo Doughnuts in Oregon recently unionized because they were selling $8 doughnuts for minimum wage and lackluster working conditions. They were courted by national unions, but chose to form their own because the big ones in America have a well-earned reputation for caring first about themselves, second about their members (though it's a very distant second,) and not one bit about the survival of the company that actually cuts the checks. I support unions, as the video makes clear. I even support the UAW, though tenuously. It's Shawn Fain I don't support, and no rational person would, unless they are directly employed by him.
    6
  227. Thanks for watching!
    6
  228. You're an absolute clown. I routinely praise other EV makers, and criticize Tesla, but you're just a drive-by critic with absolutely no clue what you're talking about. Best of luck in your juggling lessons, you'll need them.
    6
  229. No Josh. Those are fossil fuel lobbyist taking points. Hydrogen doesn't store well or easily, and the inefficiencies cannot be overcome.
    6
  230. I'm not upset. This doesn't hurt you and me, unless you're hoping for a buyback soon.
    6
  231. If you're going to be in Austin for Investor Day, MyTeslaWeekend is holding another all-ages Meet & Greet with a bunch of guest speakers, giveaways, and free pizza at SE Metro Park at noon on March 1st. If you're looking to hang out with some like-minded people and meet some of your favorite YouTube personalities, check it out. https://www.eventbrite.com/e/investor-day-in-austin-march-1st-tickets-547595010417
    6
  232. Great info, thanks!
    6
  233. We don't know what the capacity will be, but 1M seems reasonable. Fremont is huge, but it's not very efficient in its design. Just looking at the drone footage you can see what a cobbled together mess of buildings it is. Shanghai is significantly smaller than Fremont and has a higher production capacity. The Cybertruck should not only require less space than a traditional vehicle, but should also be able to produce them more quickly. If these efficiencies work out as intended, the production in Texas will easily exceed Fremont.
    6
  234. Would be helpful.
    6
  235. I have absolute confidence these will be sold eventually, but the fact that we're coming up on three years of the chip shortage and they haven't gotten it sorted out is a bit concerning.
    6
  236. There may only be one that they're getting dialed in. It's likely they created a new die and are implementing it one machine at a time. There's no reason to believe this will impact production rates.
    6
  237. I think so too, and I can't wait to count them all.
    6
  238. Yeah, I should get him on to talk about it.
    6
  239. Doing my best to quiet the bastards. It's a thankless job, but I just can't resist regardless.
    6
  240. Don't forget the Miata was a only 2-seater. I don't think the Miata would have been the success it was if it had four seats.
    6
  241. When spreading fear, uncertainty, and doubt, remember that it's wholly ineffective when you veer entirely into the realm of fantasy.
    6
  242. Impossible to explain this benefit to investors. YOU get it. I get it. The rest won't get it.
    6
  243. The world exists beyond your bubble.
    6
  244. Thanks Kyle! I put a lot of work into trying to stand out, both in terms of quality and the concepts I cover, so hearing that it's working is very encouraging. The big dawgs all had a lot more time to get established, and I kind of started during a rush of new guys trying to get in on the Tesla hype train. I get annoyed by big channels with lazy content. It would be easy to just turn on the camera and rattle off my thoughts, but they aren't unique. All us Tesla guys share a lot of the same conclusions from looking at the same information, so offering actual analysis is what I see as my defining characteristic. My plan to keep quality high as the channel grows is to hire out at least some of the graphics and editing, since doing those in clear, informative ways can be time consuming.
    6
  245. As of today, impossible to know. I would suspect the CT will debut with slightly better specs and a slightly lower price than those competitors, just knowing how Tesla works. Also, the manufacturing process is so much cheaper that they're likely to turn a profit while undercutting the other guys, so it would make sense.
    6
  246. Oh, that would be something. You already have a car in every major city around the world!
    6
  247. There aren't enough unbiased folks out there to even interview. Most of the Tesla channels are hesitant to recognize the good in other brands, and the channels who criticize Tesla are unable to admit they do anything right at all. It's very frustrating.
    6
  248. It's interesting to see the massive differences between Shanghai Phase 1 and the subsequent expansions. Phase 1 was almost entirely on a single floor and used lightweight spaceframe roof construction. The additions are a lot more vertical, used substantially heavier construction, and even had cementitious roof pours for additional stability. When people complained about the pace in Austin & Berlin compared to the mere 12-months in Shanghai, they overlooked the fact that it was smaller in every possible dimension, simpler, and required virtually no site prep and land remediation prior to construction.
    6
  249. He doesn't have to, but at the same time he doesn't get to act surprised when people don't just take it lying down.
    6
  250. This was on the 3rd day and he was still going strong. He seems like a tireless advocate.
    6
  251. This is the kind of good news we've been waiting for.
    6
  252. Okay? This channel covers all EVs. I go out into the world and make reviews of all the cars. It's not my fault people don't watch Nissan Ariya content.
    6
  253. Glad you enjoyed it!
    6
  254. Thanks! 😃 It's going well.
    6
  255. Collective punishment is so ghoulish it's called out specifically in the Geneva Convention. Let's aspire in our personal lives to be better than literal war criminals.
    6
  256. I interviewed Cory Steuben about this, and he explained the overlap between the two design concepts. The skin will still be structural, but it won't be the entire structure, making it more of a hybrid.
    6
  257. His production pace doesn't leave time to do much more than read the articles. 75% of my day is research and analysis. I hope to never have to dip below that ratio
    6
  258. He's very popular and a very sharp guy.
    6
  259. I appreciate that! Thanks for being around!
    6
  260. We don't really do that here. It doesn't add anything and it causes fights. We don't need that.
    6
  261. I don't want any of the EV players to fail. This is just unfortunate all around.
    5
  262. That's eligible for a battery replacement under warranty.
    5
  263. Adding Megapacks costs millions per location. If you want a large network on a limited budget (this appears to be the whole objective) then skipping this step makes sense.
    5
  264. China used to just copy, but they've moved from copying designs to copying objectives. There weren't many serious EVs in China when Tesla launched, but we now see a fairly mature and still rapidly improving landscape. They haven't copied the motors, battery, or BMS, but they've done a solid job copying the engineering and manufacturing philosophy.
    5
  265. It is detailed in the video, it's public record, and there are a number of videos on his channel with more information. Several is the short answer. I love Boring too, and their activity isn't poisoning my well water, but I'm capable of understanding how that's a bad thing for someone else. Are you suggesting that they HAVE followed the law?
    5
  266. There's a Tesla Tuber Meet & Greet from noon-3pm on Thursday at SE Metro Park. You should come to that!
    5
  267. Nationwide? The math maths.
    5
  268. Used an AI plugin to remove the outrageous background noise, and it went a little overboard in the correction at some points. :|
    5
  269. Paid off my 2018 purchase some months back. Feels good. Hadn't had auto debt since probably 2004 before that. Not a fan of debt. The only one I carry now is the mortgage, and the odds of making any dents in that in coming years is not terribly good.
    5
  270. I try. I figure if I'm going to make a case, it's better to explain it while showing the research.
    5
  271. I was fortunate enough to know who to bring on.
    5
  272. I'm still of the belief that ALL Teslas will wind up as RoboTaxis. Why wouldn't they? They all have the same hardware, and some are bigger/smaller than others. I've ordered an Uber many times only to get an Uber-X or XL. They can all fill the same role, I suspect.
    5
  273. Dang. That wasn't just a mis-speak, it was legitimately in my head as a 19mm instead of an 18mm. Thanks for the correction. This is one of the ways you guys make me better!
    5
  274. @Andrew Hart I'll take that amazing compliment!
    5
  275. I do my best to stay grounded.
    5
  276. Wasn't even FSD. It was Autopilot.
    5
  277. You don't need to make them all level 2. Even level 1 will make it so that most people won't need a public charger every week. The cost to install 10-30 stalls of level 1 would be a lot lower, and the apartments can charge for those dedicated spots.
    5
  278. I think it's chair squeak. Once I get over this flu I'll crack out the drill and tighten it up.
    5
  279. Tires will absolutely not be airless. Those are still far from ready for primetime on a passenger vehicle. I covered that in a video yesterday. Tires usually wear out, rather than die from a puncture. Airless tires are entire wheel assemblies.
    5
  280. If you're asking me to spitball, I'm happy to do it! The pasture to the north of the site is an easy 2nd Giga Texas. The west side of the highway is a 3rd. The parking lot can go vertical leaving room for a fourth. The factory we're looking at likely has a capacity of 1M, so those 3-4 buildings would easily be 1.5-2.5M on a painful ramp, and a max of 4 Meeellion units per year.
    5
  281. I think BYD has moved away from pouch to their blade batteries instead, likely for this reason. Pouches seem to be ill-suited to automotive use.
    5
  282. The current events topics remain free. If you'd like to look into the future, that's what costs $10. I charge this because the time required to compile such estimates is extensive, and based on my history of accuracy (beating the Wall Street estimates every single quarter, and all of the YouTubers as well,) my viewers have come to see that my equations are better than you can get anywhere at any price. Even the $2,000/month Bloomberg terminals are straight trash compared to my forward looking statements. If $10 is too much for you, that's okay, the channel will still be here for you either way.
    5
  283. Because it adds weight, complexity, and cost, while introducing new and needless points of failure.
    5
  284. It is a challenge. The cheerleaders churn big numbers, while the more reasoned folks tend to frustrate people who only want very good, or very bad news.
    5
  285. Congrats!
    5
  286. Very strange.
    5
  287. The iceberg has been tipped.
    5
  288. I've met Chris a few times now, and he's always sharp as a tack.
    5
  289. On the first generation, my very strong suspicion is no. The rolling tonneau is in the way. Even folded flat the seats are still in the way (since they fold low, while the tonneau stays high.) Looks like an iteration for a future model from my (admittedly outside) vantage point.
    5
  290. I understand, but would caution that driving me out of business when I'm among the few who cover the favorable aspects of other brands may be counterproductive.
    5
  291. It's a truly remarkable supervised system. If it was unsupervised, it would encounter difficulty based on my latest build, which is 13.2.2.
    5
  292. Who in your imagination was disturbed by two people having a conversation. Do you even see any cameras? We used the Insta360, which is no bigger than a TV remote. Who would even know our chat was recorded?
    5
  293. Appreciate the kind words and generosity, Paul, and I value your feedback too. The channel is in no danger of going away, I'm just trying to make it viable so that I don't have to scale back.
    5
  294. Thank you so much!
    5
  295. They'd take any of the other Teslas.
    5
  296. The Michigan Owners Club has an event in June. I'll be there with Kelli and her husband (and the club!) Maybe we'll meet there.
    5
  297. You should price out campers.
    5
  298. They'd be wise to. Not today, but after the contract is signed. Today it would be a bad move for a bunch of reasons, but he's clearly out for something other than a speedy and agreeable resolution that maximizes the benefit to his members. Many of these dedicated plant workers are going to go bankrupt over this.
    5
  299. Very nice!
    5
  300. It's going to be an undertaking for sure, but the day will come when batteries are no longer a constraint, and once that happens, hold on to yer butts, folks! Some have asked why they haven't already broken ground on the next 2-4 factories, and I believe the answer is a lack of batteries. What good is a capacity for 8 million cars if the batteries two years out will only support 4-5 million?
    5
  301. Events like these seldom move the stock upward.
    5
  302. They're getting awfully good, but I'm still waiting for a review that says one is better while remaining in the same price segment.
    5
  303. It's cheap because they subsidize it. That can't scale. You'll feel the pain when they move to revenue neutral or higher. And they will, if they survive.
    5
  304. When was that? Because the media has been deeply unfair to Tesla (but somehow not SpaceX) for a very long time.
    5
  305. Likely, but no confirmation yet.
    5
  306. Those frunk-taters are beyond cringe. They're just grifters. They do not walk with Christ, but bilk the flock to enrich themselves. It would be shameful, if they had the capacity for shame. I expect a copyright takedown shortly, but I'll take this one to the mat. They can sue me in person. I might even have enough to afford it.
    5
  307. Thanks again! I have a basement, but my "studio" is in the carriage house... that's a fancy term for a garage that's so old you can't actually fit a car in it.
    5
  308. That's the first proposal I've seen that would actually address the issue. If you don't want a buyer to turn their car into a zero-miles, all-grid use battery, they can't just change the warranty to reflect charge cycles. Federal law won't allow that. But limiting its use for storage as a percentage of its total use as a vehicle could be an effective countermeasure.
    5
  309. I have Starlink as well. Awfully pleased with it. The speeds are a breath of fresh air, especially in terms of uploads. Upping these massive videos used to be legitimately painful. Hours and hours, and now it's seldom more than 15-minutes. Really pleased.
    5
  310. I feel like I've addressed your complaint before, at length, in the comments in other channels. That's what it's called. That's its name. Giga Nevada, Giga New York. Giga Texas.
    5
  311. It's a competitive racket, and YouTube's algo doesn't show me much love. It will improve over time I'm sure.
    5
  312. There is! It's up near the concrete batch plant.
    5
  313. I try to keep them as tight as possible. It would be easy to stretch these out to 20-minutes or so, but I figure you guys are here for the value.
    5
  314. Agree entirely. If it doesn't crumple, occupants are in greater danger.
    5
  315. These would become used cars. The title changes, as does the value.
    5
  316. 2024 was a new record, just like all the years before it going back a good long while.
    5
  317. The governor doesn't appoint county health officials. They're gone. Time to move on.
    5
  318. @stevehockey4 Yep. It depends how you measure them. Giga Texas is likely to be a bigger *single building*, though Giga Berlin apparently has permits for construction giving them a greater total floor space. The bottom line is we don't know, so we're just having fun trying to figure it out until we know for sure.
    5
  319. I've never had a car last beyond 275k, and I take exceptional care of my vehicles. The claim was never that NO cars last that long, but there are a lot of batty folks out there who truly believe EV batteries are failure prone due to a handful of anecdotes.
    5
  320. They have all the right pieces.
    5
  321. Minor? Not even close. Any damage sufficient to bend a megacasting would similarly destroy too much sheet metal. These have been used for years already in the Model Y. That fear hasn't materialized.
    5
  322. This is an old video. Account was hacked today. YouTube restored it by publishing everything as if it was brand new.
    5
  323. @juliahello6673 FSD is trained on driver behavior. Literally zero drivers over the course of billions of miles has encountered this scenario to provide the training data.
    5
  324. Are they? 'Cause I got a guy. I'll make some calls for you.
    5
  325. Just amazing. That happened so quickly!
    5
  326. You okay? Remember people said the $35k Model 3 would never happen, but it did, even without adjusting for inflation.
    5
  327. What you're describing is exactly what I was doing. As for Bear's Workshop, he treads a tad more lightly because he would like to eventually be in their good graces. That appears very slow in its approach, so he keeps his drone to the perimeter, over the public roads, neighboring properties, and easements. Lucid recently held a big press event where almost none of the usual EV channels were invited, and Bear, who's done more for them than almost anyone, was similarly snubbed. That's just bad form on Lucid's part.
    5
  328. We do facts here.
    5
  329. Fully ramped is in excess of 500k units. At just $10k profit that's $5B a year. The margin is often greater than $10k. These are cash printing machines.
    5
  330. When I bought the minivan, I went in ready to pay full price and walk out with it, but I literally had to walk out for them to agree to sell it to me at that price. I shouldn't have come back because the nightmare was far from over, and this was at a big name, well known dealership.
    5
  331. I still believe that was just a placeholder.
    5
  332. Tragically, we never get to that. Only realized in the edit that we got side tracked by other topics. Part 2 still has some great gems though.
    5
  333. Like in the Giga Nevada surprise event, he looks well rested and ready to tackle the job at hand. It's encouraging to me.
    5
  334. Is that something you'd rather see in the future? Xmonths from first vertical column?
    5
  335. I'm thinking CyberTruck will be right around, or just after 100% completion at the earliest. End of year. For Model Y I'm thinking Q3, and I'm not sure what the percentage will be, but maybe in the 80-90% done range.
    5
  336. You professionally wrong or is it just a hobby?
    5
  337. Plenty of cars worse than Tesla sell for significantly more. The market is vast.
    5
  338. Doesn't appear so. This author has written stories critical of GM in the past. Looks like she's just chasing clicks.
    5
  339. I miss Jack. He was a hell of a tinkerer. Munro & Associates performed a full teardown (the kind you'd pay over a million for) and concluded that it lacks about $200 in circuitry needed to support V2G. I asked Sandy about this directly in an interview last year, and I trust their assessment.
    5
  340. Literally isn't. Have to wonder who started that lie.
    5
  341. Maybe, but there isn't enough enthusiasm around them to justify non-stop drone footage. BYD surely must have as much activity, but we never see it. :(
    5
  342. Ha ha, um.... They, you know, um... I got nothing. I didn't buy it then and I still didn't. They needed more time because it didn't work like he wanted.
    5
  343. There are a lot of people on that list who REALLY don't like us.
    5
  344. But Nikola is not like Tesla.
    5
  345. Thank you so much! The channel is doing alright. I'm approaching minimum wage, which is fair, and I have high hopes for 2022. Thanks for being here!
    5
  346. Those weren't pillows!
    5
  347. Butts in seats sell these things like nothing else.
    5
  348. I've seen footage from China of the wheel encased in a plastic cover to prevent interference from any primates that may be within.
    5
  349. I agree the number is too high, but it's easier to store a zillion cars than you might think. 48 showrooms, 100 cars each, that gets us to almost 5k. We've seen offsite parking lots courtesy of WuWa that hold 3-5k each. Consider another couple thousand in transit, and the high handful of hundreds we saw on site and we're already up to 10-15K easily. It would be trivial to rent a parking lot or empty warehouse to hide additional vehicles. Again, I agree that 40K is exceptionally unlikely, but still, 10-20k isn't even remotely crazy.
    5
  350. It's proving a fine opportunity for so-and-so's to excuse themselves from the channel. I guess the previous 700 videos across the channels weren't enough to convince them that I'm here for the mission. That's not enough. They want me to be here for the cult. That ain't me.
    5
  351. Would you agree Apple has so much cash on their books ($200B+) they probably can't deploy it effectively as quickly as it grows? Tesla is a different beast though. Tesla owns factories, while Apple farms that work out to others. Tesla's strategy is capital intensive in ways Apple's is not. My belief is that there will come a day when the profit is so high they can't possibly spend it efficiently, but that's at least $2 trillion away from where we are today.
    5
  352. That's a solid differentiation. Isn't it strange that all us little guys on YouTube are more dedicated to honesty and accuracy than the folks working in traditional media? Frustrating as a news consumer for sure. Makes it a lot more work to figure out what the reality is.
    5
  353. Oh man, that's a big ask. I will think about it, but no guarantees. You and I find value in such exercises (like when I counted worker cars, porta-potties, giga-castings, etc,) but they take a lot of hours and result in very low traffic since everyone on social media just posts the final number rather than sending folks over to watch, subscribe, or support. What's crazy to me is to see how many publications have used my numbers without so much as saying the name of the channel. I wasn't expecting to get hired or be invited on as an expert guest, though I'm abundantly qualified for either, but at least a link or a mention of where the information came from would have been... something? /rant ;)
    5
  354. My BMW blew the water pump twice. That suggests a design flaw. Was not expecting that from such a respected brand.
    5
  355. I definitely liked it better in person.
    5
  356. Few are equipped to spot disruption. Certainly not you.
    5
  357. My ability to read that is pretty poor. I can see why people would say that about the CEO of any auto company. Ford, GM, VW, all of them.
    5
  358. They really don't. I know this is a popular line among the China haters, and they are known to show isolated incidents as if it proves a trend. EVs are inherently less prone to fire than internal combustion cars, and LFP batteries are safer still. BYD uses LFPs exclusively. The notion that Chinese manufacturers make "junk" is 20 years out of date. They CAN make junk, but it's very rare among big ticket items, and rarer still from internationally recognized brands.
    5
  359. I used to think that, but the Lucid Air gets over 500 miles and the sales are abysmal.
    5
  360. That was easy for him to say knowing full well he was on his way out the door. He finally admitted years after leaving GM that he had never even seen a Tesla in person until after he retired. Gross incompetence right there.
    5
  361. I'll have you know all 19 of my remaining hairs are genuine and naturally sprouting, good sir!
    5
  362. Plenty did.
    5
  363. Hey, thanks Daniel!
    5
  364. It's truly impossible to know. The foundations look sufficient for a gigacasting, though they've already got two spots for that on-site, and both are much bigger. The building strikes me as too small for battery production, but we don't yet know the full efficiencies of the Road Runner line, so it could be. Then there's the massive spans, which are curious, and lead me to think MAYBE it's GigaCasting, but in a whole separate building like that? No way. I just don't know. I'm reasonably confident it isn't offices, because it would be way overbuilt for that in terms of structural integrity. Thanks for sharing your ideas on it, sorry mine aren't more helpful. I usually have pretty good ideas, but this building is a head scratcher to me.
    5
  365. That's a doozy
    5
  366. We had a level playing field. Unilateral violation of a trade deal is bad for business and bad for consumers.
    5
  367. If those two factors are integral to your investment philosophy, I suggest a lottery ticket instead. ;)
    5
  368. You should watch the video... or don't, but know that saying something this ridiculous makes you look quite silly.
    5
  369. The gap between production and delivery represents TWO DAYS of inventory. That's not a concern. They're still well below the industry average, which itself is still below pre-pandemic levels.
    5
  370. People complain about ANY music, and they also complain about NO music. There is no winning on this front. I did my best and bought original music you won't hear on any other channel, unless it's another one I own. ;)
    5
  371. I'm a horse of a different drum.
    5
  372. Far more cobalt goes into an NMC battery pack, but none at all goes into one made with LFP chemistry.
    5
  373. I totally agree! Unfortunate more people don't know about the channel to get them. :/
    5
  374. Tesla never promised a stock buyback, and I'd be very surprised if they do one in the next five years.
    5
  375. A distinction without a difference. They attack a lot of things that are not state owned.
    5
  376. Feel the same way. Thought it had to be a joke. Now, dunno man, it's grown on me.
    5
  377. You're bad at this and you should stop. At least wait until your other nut drops because the only fools here are the ones who waste their time trying to troll the grownups. We get it, your life lacks purpose. Take that time you spent advertising it to find a true calling. Something that makes the world a little better, instead of a little more like, well, whatever it is you imagine you're doing now.
    5
  378. It is absolutely a hobby, now that you mention it.
    5
  379. Between FSD and the charging network, I just can't see buying another brand.
    5
  380. What delays would those be? SpaceX has been granted more FAA incident investigation waivers in the last six months than all other companies combined for the last ten years. Typically a launch approval for a brand new rocket takes a year. SpaceX gets their in months. They already enjoy special treatment, and none of the actions I've seen has resulted in any slowdowns. I don't know where this idea that Tesla and SpaceX have been held back is coming from, but it isn't based in reality.
    5
  381. The $379 Polestar deal only includes 10,000 miles. That's a lot less than the average driver logs, so be careful to consider that when making a decision. The 25-cents/mile for overage can eat your benefit pretty quick. I guess if you're leasing, you're not worried about battery longevity. LFP can charge 0-100% all day without issue, meaning it has a longer effective range than a high-nickel battery with slightly more capacity.
    5
  382. This feels entirely doable to me, though the road ahead is difficult, and the legacy guys have very cheap ICE vehicles to fall back on. Beyond 2030 though, if they haven't evolved, they will die.
    5
  383. LOL.
    5
  384. They weigh more, they cost more, they're more complex, and there are more points of failure. All so you MIGHT swap the battery on a road trip? This absurdly expensive road map can't scale.
    5
  385. Regardless of what I say, his credentials are beyond reproach.
    5
  386. Last month I compared them from first groundbreaking, first footings, and first vertical columns. The results really didn't change very meaningfully. That's why I didn't do it again. It's linked in the description as the "7-Month" video.
    5
  387. Giga Berlin doesn't make Model 3. These were built in Shanghai.
    5
  388. If you cut Jin Farley's pay to zero and give it to the union workers, it would be less than a penny per hour. If you meet all of the UAW demands, the company will cease to exist. CEO pay is A problem, but it isn't THE problem.
    5
  389. Oh wow, you really don't know what I do here. I'm the factory progress guy. That's the thing I know best. The closest you'll get to a rule is 12-18 months. Bit quicker in China, but even in the US, no matter how ambitious the scale, think 18 months.
    5
  390. Take one of the millions of Robotaxis with 5-7 seats, ya goof.
    5
  391. I'm just glad we got to go. This was something I've been wanting to do since Starhopper. I still want to catch a launch one of these days, but scheduling is really tricky due to the high likelihood of a launch being scrubbed. I've seen so many people make a pilgrimage to catch one only to come home without seeing anything. What I really want to see is a Falcon Heavy launch with a dual return to launchpad, or any of the Starship flights.
    5
  392. That sounds exactly like what Lucid is doing. It's an amazing car, but if it can't reasonably be repaired, it's going to eat them alive on warranty repairs, and lose essentially all of its value once it expires.
    5
  393. He was the coolest. Might try to get down to his shop on my upcoming road trip.
    5
  394. Correct.
    5
  395. I have not. Still considering if it's something I should do.
    5
  396. I see your crystal ball is working.
    5
  397. You're not good at this.
    5
  398. You see? People like this.
    5
  399. No. I explained this in the video. There's a reason these comparisons are so rare. They take an extreme amount of time to put together.
    5
  400. Maybe so.
    5
  401. 48v architecture, variable ratio steer by wire, structural battery pack, reduced part count, removed paint shop, body compartment acoustics, the list is long. If you're going to hate something you should at least try to understand it my guy
    5
  402. Well said! We may see the stock fare alright on Monday if the delivery numbers are exceptional, but I agree, presentations like these do nothing to move the stock. A product that might come out 12-15 quarters from now is meaningless to the analysts who seldom look past six months.
    5
  403. Soon.
    5
  404. I think it's because we're in the home stretch and the breadth of plausible speculation is narrowing.
    5
  405. The remedy isn't a matter of money, but attention and commitment. Yes, it's easier to seek forgiveness than permission, but if the objective is to help the world, it's hard to understand how they're doing that if they refuse to get the (very lax, very easy, Texas famous,) permits to do what they do.
    5
  406.  @douggolde7582  I'm with you on the smaller pickup idea, but they just aren't offered, and I think the reason is that cheap gas makes the monster beasts seem attractive. Remember those tiny datsun pickups from the 80s? Those were mad useful, but they're just plain gone. :(
    5
  407. The title was originally "Fisker Ocean review... it's pretty nice" but nobody clicked on it, not even you. 200 views in 3 hours. Then I introduced wordplay and thousands watched it, including you. You only showed up after the title change because that's how humans function. We're silly creatures. If you watched the video, you wouldn't think I disrespected anyone.
    5
  408. About a minute. It came to me and I was hopeful I'd fit it in. Worked.
    5
  409. Fresh out of dry powder myself, but then again, I do this for a living, and without sensationalism, so the lean advertising months after the holidays are a tad tight.
    5
  410. Shop around. Insurance hasn't been an issue for anyone I know.
    5
  411. Yeah, I know a guy who sold all his Apple when Steve Jobs came back to the company. Crazy times.
    5
  412. That's a good point. It's pretty easy to accidentally disengage from too much pressure.
    5
  413. I saw SEVERAL comments suggesting the story isn't true and Elon paid the wife to make a false accusation to deflect the blame from the autonomous systems. I'm not even joking. People are genuinely that crazy and desperate.
    5
  414. This sounds almost exactly like the rhetoric I heard in 2019 when I invested. I did pretty okay (my cost basis is under $14/share.) If you didn't see it then, maybe this isn't the right investment for you.
    5
  415. They were treated like a welcome guest, just not like family. GM gets treatment from the US government historically that international brands don't. It's no surprise.
    5
  416. Can't do it. If I get any sexier viewers won't be able to hear the message over the distraction of my stunning good looks.
    5
  417. Thanks! I take my interview prep very seriously and I'm glad it shows.
    5
  418. This is an old video. Account was hacked today. YouTube restored it by publishing everything as if it was brand new.
    5
  419. Also it's a 3 month number and they practically give you the first two. At best it should be 3x that.
    5
  420. I haven't seen Volvo's "study", but the ones I've looked at only counted the tailpipe emissions for ICE with zero consideration for the extraction, refinement, or transportation of petroleum. They count it mine-to-wheel for EVs, but only at the wheel for ICE. That right there renders the entire conclusion fairly useless. But even by those intentionally flawed metrics EVs STILL come out ahead.
    5
  421. I went to Texas to make content. I reached out to Tesla, SpaceX, and The Boring Company, and none of them responded. I'm still going to find a story. It's unusual that they don't have anyone employed at any of these billion dollar companies dedicated to helping people like me make the kinds of stories they'd rather see published. I found many amazing stories about SpaceX and Tesla, and made a lot of videos about them, but I also found this unfortunate situation with The Boring Company. It's unfortunate to see the unsubscribers, because I guarantee you that ZERO of them have a single red cent invested in The Boring Company. You know me. We spent a few days together last year in Texas. Nobody is a bigger fan than me, but I'll still call it out when I see it.
    5
  422. They said the same thing about China. Is that when you sold? I know people who did, but they don't like to talk about it anymore.
    5
  423. We're all ignorant about things we have yet to learn. Hopefully this provides some insight for those folks to catch up on the countless hours of research it would take to form this understanding on their own.
    5
  424. Walls don't work. Getting better jobs in Mexico is what will make border control less important.
    5
  425. No no, the December 25th estimate was from 1/18. It then jumped to 11/5 the week after that. This week it's October, and I acknowledge my tracker doesn't well account for the S-Curve, but the jump wasn't quite that quick and extreme. But go back and look at the site on 1/18 and see JUST how different it is and you'll agree this change makes sense. https://youtu.be/oCalbXXKefU?t=438
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  426. Does it require energy? Then it's within the TAM. Might be a while before energy density reaches a point that heavy equipment (earthmovers, etc,) could be feasible, but as soon as it is, that's going to happen too. Love your channel by the way. Long time subscriber, so seeing you here is an honor. :)
    5
  427. Struck me as impossibly high. Appreciate the correction.
    5
  428. You and me both!
    5
  429. Take it back. Why would you accept such a thing?
    5
  430. Editor's on vacation.
    5
  431. Very out of character for you. Kyle is on the up and up. I invited him to speak at an event, and we offered to get a house for him and his crew, and he DECLINED. He said they never take payment, not even for rooms. If that's what you consider beyond the pale, I don't know what to say about that. If you extend that toxicity to me, fudge bro, I'm not even sure you were really a fan of what I do.
    5
  432. Be cautious in speaking on behalf of God. He might not judge you for it, but others will.
    5
  433. It's vastly cleaner than the alternative.
    5
  434. Sure thing! GOOD, SEE ALSO, THUMBNAIL Hope this helps! ;)
    5
  435. I don't remember where I learned it, but here's an article with more details: https://www.precisioncontent.com/blog/on-rocket-ships-and-horses-behinds-where-did-your-content-standards-come-from/
    5
  436. Thank you kindly!
    5
  437. She's likely closer than the Wall Street guys.
    5
  438. You don't. Elon wouldn't dare sue over mild misinformation. The door that would open would be a mile wide.
    5
  439. That's definitely not how that works. Could you imagine if everyone who was the target of an organized boycott sued?
    5
  440. @EVBud69 In what world?!?
    5
  441. Great comment, thank you! Wrapping a curvy truck is costly. Think $2-5k. Wrapping a Cybertruck will be vastly cheaper with it's simple lines and flat surfaces. The cost to wrap a CyberTruck will be less than the cost of paint. As for options, well, my Lexus dealer explained it to me this way in the 90s. "They come one way; loaded." A base model Tesla typically has more options included standard than a tricked out big-three offering. I don't want 50 different options packages. They already know what I want. My Nissan is a mid-level trim, so it doesn't have a lot of the basic safety items I would expect. They valued making a cheaper variant more than making a safe car, and that's pretty messed up.
    5
  442. I'm sure he's not allowed to share specific details. I bet he shares the details with his wife, but he'd be crazy to go too deep with people like us.
    5
  443. Like any company with an offshore facility, it's as good as you demand. China has a less than stellar reputation for quality, but when it's required, your iPhone or Tesla is better than from the states.
    5
  444. That's the hope!
    5
  445. I mentioned it briefly later when talking about new factories. It was an oversight on my part.
    5
  446. I did. I disagree with his conclusion. He's the best on the engineering side, but this has a lot more to do with the business side. He also said the Nikola hydrogen trucks were amazing, which may be true from an engineering perspective, but falls apart completely from the business side.
    5
  447. The milestones were ridiculous. Go back and watch the commentary and analysis at the time. There was confidence he wouldn't reach the majority of them.
    5
  448. Western bureaucracies are infamous for that sort of thing, but Tesla is getting special treatment. This isn't just a construction site, it's a halo project. If the permits can be approved, they will be as top priority. If Tesla gets shafted on this project after being given all the assurances from local authorities, it would destroy Berlin's ability to attract foreign (or even domestic) industrial investment.
    5
  449. Maybe, but I look at it like the problem of tackling speech to text. It was unsolvable in any language for a very long time, but once it was cracked in one language, it was cracked in all languages almost simultaneously. Same with AI playing video games. Once it was cracked for a single game, applying it to all games didn't require another generational leap. Fleet learning is a massive advantage anyone tackling this will benefit from.
    5
  450. That's only your understanding because you're paying attention. ;)
    5
  451. I appreciate that! I got a lot of heat early on for not being hot enough on Tesla, which always struck me as strange. I know no other company that's on this trajectory (at least none that are publicly traded,) but sometimes it isn't enough for the super-fans. They're coming around.
    5
  452. My wife would love a giraffe, but we're quite happy with our selection of a yellow lab instead.
    5
  453. Only made it as far as the Virgin Galactic SpacePort in New Mexico. Will have a bunch of videos coming out from the trip over the next couple weeks. :)
    5
  454. I don't believe you.
    5
  455. Agree on all points. Nice to see how the lower cost EU models available today actually stack up.
    5
  456. A Model 3 battery weighs 1,060 pounds. The curb weight is 3,800 lbs. That's 28%. ALL vehicles, regardless of drivetrain, suffer massive losses in efficiency while towing. An F150 gets 20-24mpg, but 8-12mpg while towing. That's universal. That's wind resistance and weight. You should look into your claims before sharing your conclusions.
    5
  457. No, I'm keeping the small number of remaining shareholders in Vinfast aware of what they're up to.
    5
  458. Well said! Two weeks ago I'd have said that's not realistic, but here we are. Fueling the world by the things buried beneath the people who despise us just doesn't feel super sustainable.
    5
  459. These are crazy times for used cars. Bought my 2016 van in 2018, and it's still worth almost as much as I paid for it. That's bonkers. But this will revert back to normal in a couple years, and Tesla will likely remain at the top of the heap. Should I make the video about the reasons why?
    5
  460. Might as well throw in the sun and the moon while you're at it. The plants are already going to be in Mexico by 2030 if this contract gets any sweeter. The UAW is the reason so many of these plants moved across the bridge into Canada.
    5
  461. The only source on the Texas rumor is the Walter Isaacson book, which is not adequate to support that conclusion. It doesn't make sense for a handful of reasons, but more importantly, we haven't seen any movement toward compact production in Texas.
    5
  462. I'm not convinced I'd want to own a BMW out of warranty.
    5
  463. If the IRA is rescinded, it would stop expansion of US battery manufacturing, and likely cause incomplete projects to scale back.
    5
  464. LOTS of people care, most of all you. Otherwise you wouldn't be engaging with this video.
    5
  465. I've literally never shared my politics on this channel, and routinely shut down those trying to politicize it. Technology itself has no political leaning. This interview was not political, and my response to it wasn't either. Not so much Elon, but a lot of the people using "woke" as an insult are looking for a justification for being awful people. It's used in response to people who bash folks of different religions or demographics, or highlight systemic inequalities. Better funding for urban schools and a move to lower pollution are frequently called woke, but those are just good policies. I think Elon is referring to it from the perspective of being attacked simply because he's rich. I entirely agree that those attacks are without merit, and the fury surrounding how he got there generally relies on red meat rage and outright lies. Bashing Elon for the success of his companies is ridiculous, and I believe that's what he's referring to. The anger on this video is because I called out the Bee for their lazy, lackluster, wasted opportunity. The Bee is first and foremost a religious organization, followed by a partisan one, with humor reserved for third place, while the first two priorities are immutable. Uncompromising humor is fantastic. That's not what they do. At one point they even made a joke about Answers in Genesis not liking Elon's comment that the earth is older than 6,000 years, but THEY CUT THEIR OWN MIC for it because, again, comedy is not their objective and they dare not upset the young earth creationists. That's a big part of their audience, apparently.
    5
  466. Wow, never thought of it that way.
    5
  467. It never forgets who had it last, or where it was last seen. Interesting application!
    5
  468. You have to watch the video first.
    5
  469. I appreciate that, thanks!
    5
  470. There are ideal places. These people have outsized power to stop progress for everyone.
    5
  471. Appreciate the clarification! Awesome meeting you, Pete.
    5
  472. @daveblock There are NOT gas stations everywhere, as we discussed, and your car won't tell you where they are. If you're in unfamiliar territory, finding a gas station can be difficult. What people definitely don't have is a gas pump in their own garage. Not legally anyhow.
    5
  473. I agree. We need these.
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  474. Indeed! Though it's slowed so much in the last month I'm starting to wonder what the heck is going on. It will come around, I'm confident, but man what an uphill battle it is. :/ From my observation of similar channels, it looks like most of them got lucky with an early viral pop, and the ones that didn't mostly just faded away. I've never had a viral hit. My biggest video ever is at 36,000 views, but I've made 200ish videos, and I'm stubborn, so I'm still here. ;) I feel like I'm teetering right on the tipping point of big things, so comments like yours really encourage me to keep pushing forward. Thank you!
    5
  475. You and me both my friend. It can be a smidge frustrating from each of our sides, but we're here now, and to our mutual fortune, I've got enough steam at this point that I can't imagine stopping anytime soon. ;)
    5
  476. I was hoping someone would appreciate that.
    5
  477. Calm your tatas, kemo-sloppy. The video literally starts by explaining how he lacks credibility. If Lucid wants a clear picture in the market, they can engage with the media like every other company out there.
    5
  478. Sure. Any advice how to do that, apart from being born with smaller ear canals?
    5
  479. Welcome aboard! It's insane how YouTube refuses to show some channels. I've published hundreds of videos, and yet fans of the topic are still discovering it for the first time every week. So strange!
    5
  480. That was ALL Rosh. That's well beyond my skill level. He took the initiative and didn't even tell me about it until it was finished.
    5
  481. Don't know, we don't really talk. He said on X he doesn't watch my channel because it provides no value. I disagree, but obviously I would. For reference, I made the video confirming the existence of this updated model on July 21st here: https://youtube.com/live/dZdC91pNXGU . My claims 9 weeks ago were not speculation. I had seen some of the parts and confirmed they were made from schematics labeled "Highland".
    5
  482. Those aren't requirements.
    5
  483. I met a gentleman who would sell off 1/3rd of his holdings before every shareholder meeting, only to buy it back a week or so later. He said it paid off for him more often than not, but I haven't tracked his trades to see.
    5
  484. I see the same on every social media platform apart from X.
    5
  485. I got into Tesla as an investor. First time I'd ever even been in one was last summer when I visited Bear in Arizona.
    5
  486. The 4680s should be a real concern to buyers and investors. But he didn't promise it would come out in 2019. That would have been under 40-days from announcement to delivery. That was never on the table.
    5
  487. No injuries, no workmans comp, and they can do jobs too dangerous for a human. Things like, dare I say, a base on the moon or Mars.
    5
  488. You sure found a way to bring out the crazies.
    5
  489. Only a true monster would unsubscribe because of a legitimate, legally documented groundwater concern. These are not Boring Company investors. I can't imagine what goes through their minds. I had a jackal call me an Elon Hater... a hater? I've made over 700 videos across my channels about these companies. If they're that soft, they need some popsicle sticks and tape.
    5
  490. Fascinating stuff, very insightful.
    5
  491. Already on it! The new bumper cam has a squirty cleaner, and the other cameras have had their housings redesigned to force airflow to "self clean" the cameras using clever vortices. How well does it work? To be determined, though I agree my 2023 Model Y is far too easy to blind with water droplets.
    5
  492. Looking good!
    4
  493. They make a great first car too, but yes.
    4
  494. Yes. That's David Apps. We immediately looked him up on Google to confirm there's an employee by that name, and that the pictures online match the person we saw.
    4
  495. It's difficult to convey in 2 dimensional photos.
    4
  496. The stories persist. That's why it's so important to take the bigger view, as you have. Starlink is an absolute disaster *for its competitors*, but not for SpaceX. They found a way to monetize the rocket business like nobody else, and the path forward is a thing of beauty.
    4
  497. This isn't the dumbest thing I've read in months, but it definitely makes the list. Good job, my friend!
    4
  498. That's the advantage of getting out on the road. Different perspective, different energy, and a whole lot of meeting people who have information that isn't common knowledge.
    4
  499. Wouldja believe it's included in the next installment, which I shot at the same time, and am just now editing? It's ABSOLUTELY a selling point. One fewer fiddly bit of nonsense to carry around and risk having stolen.
    4
  500. Having Tesla in the name guarantees no other car company will even return my emails, but doesn't actually get me any extra credit with Tesla. It's an unfortunate realty. Rob Maurer even said in an interview that including Tesla in his channel name has made it harder to get traction with anyone who might be wary of brand bias.
    4
  501. Gas is outrageous, no two ways about it. Especially if you can charge at home, it's hell of a deal, but the numbers still work at public chargers.
    4
  502. I appreciate that. All of it. It's not so much the negative comments that get to me. Those are generally from people dumb enough you wouldn't ask them for directions, let alone take their career advice. The frustration I get comes from working harder than the competition for a fraction of the views. It's moving in the right direction, especially since switching to daily videos, but it's still a long, tough road.
    4
  503. That's a great point. I can say that I hated the Aztec, and now it just looks to me like another boring 90s car. That is a big improvement. I think sheer volume can help too. The Beatle was roundly mocked upon release, but it eventually became a classic, and by putting function first, it survived long enough to get there.
    4
  504. Hey, thanks! Yeah, I try to stay active in the Tesla community. I not only watch ALL the drone channels for every factory, but read through the comments too. That's where a lot of the best insight is, and when I see a question I can answer, I'm happy to help. ;)
    4
  505.  @user-RCST  10k is looking very doable without even getting lucky. Would only need 24.6 subscribers a day (yes, even that is already in a spreadsheet. 😉) 50k would be life changing. Thanks for being part of it!
    4
  506. And yet you didn't point out a single thing. Not a very credible reply, my friend.
    4
  507. No? I'm not sure what this is in refence to. I asked to join their event in 2022, but it was long after they had their lineup set. I asked again to participate in 2023, and it took some juggling, but they got me in. I was on stage with Farzad and Tesla Boomer Mama in 2023. The Texas guys still don't like me because I held a Meet & Greet in their back yard "without their permission," but that was only because they never replied to my emails. They've been talked to about this by adults, so it's likely a one-sided feud that's winding down.
    4
  508. I'm not here to help Tesla. I'm here because I find the company exciting, and others are here because we have a shared interest. What on earth are YOU doing here? Bizarre. Very strange use of your time.
    4
  509. That thumbnail is not what I'm here for. :(
    4
  510. I know, right? It may be a subtle change to some, but you and I can see through it. We get it. We know how soon this bad mama-jamma will be pumping out clean EVs and churning profit.
    4
  511. Magical. Well done.
    4
  512. EV test drivea are dangerous. They FREQUENTLY ruin your view of gas cars forever.
    4
  513. Then this must be your first visit to the channel. Welcome!
    4
  514. There are people who can afford to pay 2-4x more for a ride, but they are not going to be the majority.
    4
  515. Having Tesla in the name closed every other automotive door in the industry without ever opening the one I had hoped. I've still never been invited to a Tesla product or "Day" event. I cover a lot more than Tesla, and more than even EVs. What I needed was a name that was memorable, and most importantly, available across all the platforms I intended to use. Having Tesla in the channel name also never helped with YouTube search or discovery. In the early days you could search for my channel by name (My Tesla Weekend) and STILL not find it in the first 50 results.
    4
  516. It will be interesting to see either way. They've used concrete interior walls extensively in Berlin. My guess was that it was a structural element, except that they haven't done the same in the casting cathedral, where we see even heavier rated bridge cranes in use. In any case, they still have a lot of footings to pour even to get as far south as the stamping cathedral, and I imagine they're stuck waiting for the monsoons to simmer down a tad. Thanks for sharing your thoughts, Patrick!
    4
  517. Nio can't sell in the US without a North American factory. No such facility is under construction. If someone told you they'll have a cheap car available worldwide in 2 years, they think you're a sucker.
    4
  518. Regularly. The supercharger layoffs, v11 problems, when my car went into service. I criticize when it makes sense and is honestly warranted.
    4
  519. While I miss the "TV show gets lawyered" stuff, these are still magical.
    4
  520. I sure hope they make it.
    4
  521. We just got more info from Chris in 15 minutes than Faraday Future has released in five years.
    4
  522. Not a jerk at all! It's also about checking them off as they happen. Having goals is important, but accomplishing them is a lot more valuable.
    4
  523. See that's the problem! I couldn't see through the holes in other stories, so now I'm left doubting everything I've "learned" from him. My issue is that the errors and omissions in the Elon story fell exclusively on one side. If it was simply lazy writing, there would have been a few things that were overly generous, but I didn't see any.
    4
  524. @markchrist4044 My friend Kelli had that happen just a day or two ago. Guy saw them and asked if he could sit in it. He'd told his wife, "The next one I see I'm going to just ask," because he was so curious.
    4
  525. Even if they're half as fast, who cares? Humans HATE that job!
    4
  526. Wow man, that comment was amazing!
    4
  527. Exactly! I don't just pull the top headlines from the week, I find older stories to show how they relate over time, bring the manic headlines a bit back down to earth, and elevate the FUD stories back to sanity. That's my objective and I'm gald you get it.
    4
  528. Most people prefer buying a car where the battery just works. If you don't have confidence it will last the 8yrs of warranty, you're buying the wrong car.
    4
  529. They must have tested it 50 ways before they could craft a scenario in which it would fail. Dan can try to play dumb, but he's no idiot. He's a very smart, very shrewd man who happens to be lying in a shameless attempt to big up himself. It's gross.
    4
  530. You got it. Won't wear it again.
    4
  531. 230 would be from 100% to 0%. Nobody does that. The charging curve slows so dramatically over 80% that you'd be stuck an extra 30-40 minutes on top of your usual time. So from 10% to 80% gives you 70% usable range on road trips, which would be 161 miles IF you get the stated range, which is unlikely at highways speeds. That's inadequate.
    4
  532. You bet! The coming year will bring great things. I'm confident. :)
    4
  533. Many expected the Cybertruck last year. I definitely did. That was what Texas was built for, originally, but the popularity of the Model Y caught them off guard, so they launched Texas with that model instead. Easy, known vehicle, fewer batteries needed. Just made sense. It was the right move.
    4
  534. It's a topic I've been thinking about since I first saw the "Humans Need Not Apply" video by CGP Grey. There will be a time in the not too distant future when there is no job a robot isn't qualified to do, but that doesn't mean we should all be out of work. Let the robots do the tedious and boring stuff, like they already do in many cases, and leave the humans to do what we do best; seek meaning in our existence. If this grant pool existed, wouldn't it be great to fund YouTubers to go around to retirement homes collecting stories from seniors before their tales are forever lost to history? Those interviewed would appreciate the company, and the producers would have income to do a thing they might not otherwise be able to afford. But we need that pool of money and it has to come from somewhere.
    4
  535. We need merchants capable of thinking in a new way, and we don't seem to have them yet. EV adoption is growing so quickly I'm confident it's just a matter of time.
    4
  536. They were lied to, and the claim seemed reasonable. Besides, if that startup in California can do it, then they should be able to do it lickety split.
    4
  537. I did mean Seagull, thank you!
    4
  538. They have done test painting at the southern end. It is very likely the outside will be painted.
    4
  539. Yep. Not that many in this area, but we know much of the 2nd floor above the Body In White area is filled with stacked racks of them.
    4
  540. That notion is 20 years out of date. They've changed. So should your claims.
    4
  541. And this could be light enough to handle the corners at the toughest tracks.
    4
  542. Nope. Already determined it can't be done by independent engineers I've interviewed, and confirmed by the engineering team when I got to talk with them.
    4
  543. I covered this in a video a week or two ago, but it's a combination of WLTP ratings being absurdly generous compared to real world, and a large gas tank in a gutless hybrid. Likely looking at 50mpg with a 25 gallon tank. Now we wait to see how much market share it pulls.
    4
  544. I'd never dare to imagine I could trade quicker than the algorithms. They have access to info the rest of us can never see, and that's another big chunk of what makes them the only real winners in options trading.
    4
  545. Tesla employs more workers in California than they did before they moved their headquarters.
    4
  546. Kyle is so great.
    4
  547. That's the smart approach. If I had that kind of cash, I'd have been as close to the front of the line as possible, but no such luck.
    4
  548. The editor doesn't always use the title I suggest. There's a bit of testing that goes on.
    4
  549. Glad you like them!
    4
  550. Great points. If crumple zones were bad (they aren't) you could have i-beams for bumpers. It would be a whole lot cheaper than the engineering that goes into modern crash safety, but they'd be straight up killing machines.
    4
  551. It's been a crazy year.
    4
  552. I have high confidence I'm not the reason Tesla has done anything... well, except maybe hide the cooling tower shrouds inside the buildings. It was right after I used the activity levels to measure production that they reworked the rooftop mounts in Austin. That might have been me.
    4
  553. Good meeting you, Jason. Small world, right?
    4
  554. Real estate financing and business consulting, though both really came back to the same sorts of researched number crunchery. I got a lot of heat early on for not having a background in construction, even though I did from the finance end (and on my own properties,) and later for not having experience in large-scale industrial construction, but just like those MBAs the workers despise, I do have a particular set of skills... though no MBA. At the end of the day I'm an Excel jockey who not only watched every drone video from every site (many of them more than once, some of them 3-5 times,) but studied them mathematically, and when it came time to form my prediction, regressed the results to refine and test my assumptions. Hope this helps!
    4
  555. Because I track progress of every square foot of the site every week, and have for the past 43-weeks. You can look at earlier videos in the series to better understand the math, but the methodology appears sound since it's held remarkably steady.
    4
  556. Ha ha!
    4
  557. Hey Clarence. I have not heard anything about EMP protection, and I would bet money they are not including it, because hardening electronics against that is very difficult and costly. It's not just a binary situation, but against what level of EMP? A nuke puts off 30-50k volts/meter, but it falls off according to the inverse square law, so if something (a car, phone, etc,) is hardened against it, to how many volts? Many of the hardened electronics bought by military will fail if they're too close, and many consumer grade products with no protection will be unaffected (or minimally affected) at a reasonable distance. Hope this helps. And FYI, Now You Know doesn't write back to me either, but I still think they're pretty awesome. :/
    4
  558. They're always invited, it's just rare that they're willing to participate.
    4
  559. Some feel that way. Most don't. A diversity of voices is important when analyzing a topic, especially one as broad as Tesla.
    4
  560. Boom!
    4
  561. Wow, great catch!
    4
  562. You bet!
    4
  563. As of last week, China sales appear to be down by about 3%, even including the retooling time.
    4
  564. That wasn't what they presented to investors when they raised their billions. That may be the vision today, and I'd agree it's a wiser strategy, but it's NOT how they sold themselves.
    4
  565. Other countries have labor unions, but there is only one UAW. They operate like it's still the 1960s. That's what's driven manufacturing to Canada and Mexico. Those countries still have unions, but they're not going with UAW. CAW in Canada split from the UAW, and the ones in Mexico are independent as well. They've done this because the UAW cares about the UAW and everyone else can jump into that fireball in the thumbnail image.
    4
  566. If they can't be honest about this, how can their viewers know if things are actually going well?
    4
  567. Relevance?
    4
  568. We're halfway there already.
    4
  569. They get a lot more hate than they should.
    4
  570. Thanks, will do! I used to try to suppress it, but at some point it starts to feel like work. If I wanted a job, I could make more at Walmart than I do here, but it wouldn't be fulfilling.
    4
  571. The pace is too frantic. They need perfection.
    4
  572. Carwow did a perfectly fine job, but you might as well show the Shroud of Turin to a Buddhist. He gets it's cool, but all new cars are cool to him. No opinion on the M3P battery yet. It's still over my horizon, especially in terms of scaling.
    4
  573. It's very much a city-by-city situation. Some utilities work to motivate individuals to help with storage and generation, while others are outright hostile. Regardless of the place, it's ALWAYS an opt-in system.
    4
  574. Yes, but at what price?
    4
  575. 150 isn't an unreasonable ask.
    4
  576. We're looking at the facts we know today and trying to extrapolate where we'll be in the near future. This is the kind of information I always sought out to have the best understanding of what's on the horizon.
    4
  577. That may be true of influencers, but I'm an analyst and all I care about is the facts. Tesla's lifetime losses never exceeded $8b. Rivian is at $20b. They are not making progress toward profitability. Their quarterly losses are truly shocking.
    4
  578. The roof has two layers of foam panel insulation, so I'm not sure how much impact the sun has on interior temps from the roof.
    4
  579. That's hilarious!
    4
  580. Neither were horses in 1923.
    4
  581. Can't lose sight of that. So many comments are furious that this uses gas at all that they overlook the alternative. This car is getting daily use, and the pusher only comes into play twice a year.
    4
  582. That's the plan!
    4
  583. A LOT of the world is right hand drive. It's a big market.
    4
  584. @jarrsong There is no mechanism in place to determine who the best people are. They're firing people for any reason they can muster.
    4
  585. It isn't an airport. You don't have to announce your departure.
    4
  586.  @alanrickett2537  If someone is going to decide not to watch this channel because I have a link to someone who likes more EVs than just Tesla, they're not going to hang around for very long. Bear owns two Teslas with a third on the way. He owns zero EVs from any other brand. He just happens to live in the area of two EV construction sites.
    4
  587. Sustained.
    4
  588. A smarter analysis would be to look at how much cash burn there was for each company as it relates to units sold. Lucid ramped more quickly, but with 10x+ the cash burn, and nowhere near 10x the production. None of that matters when they have cars they can't sell, reservations that won't execute, and a massive factory with nothing to build in it.
    4
  589. @Davos Mergblar I reached out to a few other channels after that one. It wasn't the first time I beat the street, or all the other YouTube and Twitter experts, but I guess it's not an important metric. Maybe if I hit again they'll care. Or for that matter, maybe I should hide my methodology like the Wall Street jokers, so that my hits seem vastly more scientific than they are.
    4
  590. Not yet, but we suspect it's at least as big as Texas.
    4
  591. Good point! Is Rivian/Amazon a union shop? What about Lucid or Lordstown? I imagine there aren't going to be many EV union shops, but do you have any insight on that?
    4
  592. There's a network of emergency batteries deployed in Japan that use 2nd hand Nissan Leaf batteries. They aren't exciting, but they are awfully resilient.
    4
  593. I suspect they have a fair idea what they're doing.
    4
  594. Most of those were added to the presentation live by the amazing crew in the production booth. They worked hard to add clips in real time for all the speakers, even though they didn't know in advance what would be discussed. Maybe cut them some slack.
    4
  595. That combination will happen either way. I'm fine with them remaining separate companies. Bringing them under the Tesla umbrella would put their activities at the mercy of the entirety of investors, and I don't think it's ready for that.
    4
  596. The windows do open. I believe it's a NHTSA safety requirement.
    4
  597. There are companies already building their lines for assembly now.
    4
  598. @tiensangnguyen4585 If Vinfast plans to sell cars outside of Vietnam, they need to understand a little more about international auto markets.
    4
  599. I don't think people's ability to say that with a straight face is long for this world. I was at an event today. There were maybe 50-60 EVs there, including mine. Three people brought Cybertrucks. It's already a reality.
    4
  600. Dagnabbit! Fixed, thank you.
    4
  601. Ford has placed orders for a 600k run rate. Whether or not those batteries can actually be produced remains to be seen.
    4
  602. I'd said somewhere in the Twitter thread that I was convinced she was playing a character, but the longer it went on, the less certain of that I became. I eventually had to mute her because of all the epithets being thrown around at everyone on every topic. Something is missing from her life, and I hope she finds it.
    4
  603. That's the thing people don't realize. Companies don't care what a vehicle looks like. They care if the numbers crunch. If it works, it works, and will have a built-in market for an extra 300k units a year off that alone. Then consider how quickly they should be able to build them, and things start getting really exciting.
    4
  604. Both are considerations. Tesla was "losing money" for a lot of years, but not on a per-unit basis. They had the R&D, equipment, and other costs, but despite making a profit on each unit, it still wasn't enough to overcome the total losses. That's the right way to lose money because it means all you need to do to become profitable is sell more cars. On the other side, we see Lucid and Rivian. The vehicles they sell cost more to build than their retail price suggests. When your unit cost is higher than you can sell them for the only way to lose less money is by selling fewer cars. Sandy Munro suggested to me that most trims of the Lightning are sold at a per-unit profit, even though the Blue division is losing money.
    4
  605. We're all #42 on this blessed day.
    4
  606. So painful to watch. i considered reacting to it as a livestream, and I'm SO glad I didn't. It was painful to watch. Dumb question after dumb question, crowned with "will you accept Jesus as your lord and savior?" Just the worst. These clowns have no self-awareness as to how they're disqualified from comedy.
    4
  607. Nikola has their biggest year ever in 2024. They sold 202 and list over a million dollars per truck. If you can't see the difference in approach, I'm not sure what to tell you.
    4
  608. The real problem you'll see when you look at AutoTrader is that there are thousands of them on dealer lots, but many of them are marked up to the moon. $140k+ for a Bronco? Shame on them. They're killing the brand with this action. Stealerships need to be retired.
    4
  609. I put prep time into these. Glad it shows.
    4
  610. I imagine it will be prices more on utility than production cost. There's a market for millions at $1-2k/month, but maybe when they exceed 10m the prices may fall.
    4
  611. If I was supervising and the system (or kid, or trainee) drove that fast into fog, I'd intervene. And if they'd done it twice before (as this driver claims) I wouldn't let them anywhere near it.
    4
  612. What I heard him say was that batteries are not the bottleneck at the moment, but not that there were enough 4680s. Between LFP, 2170, and the still-ramping 4680 lines, there ARE enough batteries, even if not in quite the distribution they'd like. That's why Texas invested in equipment to build 2170 models.
    4
  613. You're up early!
    4
  614.  @polarlight1369  You were ahead of me. It wasn't until I started digging into it to explain why it was crazy that I started to understand the genius of it.
    4
  615. I've done about 20,000 miles road tripping and have yet to encounter a line. They exist, but they don't seem terribly common.
    4
  616. I don't think they can go that small due to the size of the brakes.
    4
  617. Yes, and that's good for them, and good for those companies. May not be a net positive for EV owners though.
    4
  618. This reads like satire.
    4
  619. Same deal in regular Canada, from what I've read.
    4
  620. I've only been to a few malls in California, and they were fine. I'm not really a mall person.
    4
  621. Wow man, that's some exclusive company right there.
    4
  622. Factories require an enormous amount of juice. For comparison, once fully covered, the solar on the roof of Giga Texas (which is much larger) will only provide about 17% of the total power needs for the plant.
    4
  623. Right? So funny! Like in 1999 when an analyst predicted Amazon would be bigger than Sears and they were roundly mocked. Disruption can be hard to recognize. This one seems pretty straightforward.
    4
  624. Felix gets it.
    4
  625. That's hilarious!
    4
  626. Crazy how drunk and high driving kills so many people, yet the one company doing the most to advance driverless systems that would put an end to those dangers gets all the negative press. If I didn't know better, I'd suspect the haters have an ulterior motive... naw, couldn't be!
    4
  627. Message me after May 12th when I get back to my desk and let's explore that.
    4
  628. Where there's Will, there's a way.
    4
  629. That would require them to have skin in the game. I don't believe they do. I think their entire motivation is clicks on their articles, which they get by posting bad news, and as this "article" demonstrates, the facts aren't important.
    4
  630. Cybertruck has a bumper camera. It's a start.
    4
  631. Let's not advocate trying to punish people who aren't part of this petty nonsense.
    4
  632. Math, my friend. If you can do it, you get it.
    4
  633.  @BarriosLaura  Some complain without music. I've seen complaints on all sorts of channels. Doing my best to strike a balance. I did shorten the music and drop the volume this week. :/
    4
  634. I had TWO subscribers write to me asking why I didn't make a livestream yesterday... I did. They just never got notified, and it never showed up on their feeds... I don't know what more I can do. I schedule them, publish them, and post them on Twitter. If the YT Gods don't appreciate my offering, they need to tell me what more I can sacrifice at their alter. :(
    4
  635. My guess is Shanghai's next expansion (at a new site nearby) will begin soon, and that they'll announce two more in addition to that. They managed Berlin & Texas well enough I imagine they have the confidence to do that. This will enable the 50% YoT growth rate to continue for another 3-4 years pretty easily.
    4
  636. Good on ya, man!
    4
  637. You're gonna like it here. Appreciate you joining.
    4
  638. On the road until mid week. Will have math trackers when I get back, then a bunch of interesting new exclusives.
    4
  639. They use it for validation only.
    4
  640. He produces content at a rate that makes meaningful analysis challenging. I've seen him hyping battery breakthroughs that are clearly just press releases. It's unfortunate, but it's made him successful.
    4
  641. More like 30mph lower max speed. You pick up a lot of efficiency when you're not engineering for that rare use case.
    4
  642. There are already 2-4 models (depending on the market) that can handle higher capacity. Millions of them, and they're still making them.
    4
  643.  @RacefanPat68  I don't. I think it will be too busy kicking ass to have time to take names within a few months. ;)
    4
  644. It's pretty unmistakable.
    4
  645. They BYD held it's own awfully well, and it's only going to get better.
    4
  646. CleanTechnica reported it wrong. 8,653 is the nationwide figure, and Autopian points out that sellers had 90-days to submit their paperwork for reimbursement. It's likely a good percentage of those sales, maybe even the majority, were from some time before that 3-day period.
    4
  647. You can do it!
    4
  648. Do you really believe Vinfast is worth 50% more than Nissan, or twice as much as Volvo? They've put off their IPO already because the amount they were looking to raise did not appear likely to result in a sufficient raise of funds. The market's appetite for EV SPACs has fallen off a cliff over the past two years, and interest rates are prohibitively high for a lot of companies. It's a tough time to be taking this approach.
    4
  649. Tesla got their insane valuation before stationary storage was still getting off the ground. It's clear that there are many revenue streams Tesla will tap into that "car makers" can't touch.
    4
  650. Polaris Slingshot apparently sells over 25k/year, and it doesn't even have a roof. Some people who don't need more than 2 seats still want a full enclosure. Anything will sell if the price is right.
    4
  651. I watched it live in my classroom as a kid. It was the end of an era, really. Tragic in a lot of ways and hopefully some big, difficult lessons were learned. Appreciate your feedback Steve.
    4
  652. There's a lot more nuance to it.
    4
  653. They went way, way past inflation. Normally you ask for the stars and settle for the moon. That didn't happen this time. They demanded the stars and now it's going supernova.
    4
  654. Lucid's cash burn while ramping to 6,000 deliveries is higher than Tesla's while they were ramping to 360,000. This is 60x worse.
    4
  655. I appreciate that! If (when?) I'm wrong, I always want to discover why so I can refine my math for the next round. Speaking of which, I gave equal rating to site prep, footing, frames, roof, and interior, and I plan to adjust that in the future to more weight to the interior. They managed it in Shanghai, but only with 90% of the parts being shipped in from offsite, and that doesn't appear to be a path they'll continue moving forward.
    4
  656. He's a package deal. We may not like (or even understand) some of the things he does, but the results are still inarguably a net positive.
    4
  657. When I interview new people, they're often impressed how smooth it goes. But yep, I've done it a couple times now.
    4
  658. If Tesla becomes the world's largest car manufacturer three months later than expected, I'll be okay with that. It's a big factory with a lot of new processes and procedures. I suspect they're hoping to avoid the mountain of rework they've face in Texas.
    4
  659. Couldn't agree more!
    4
  660. If Launch Edition doesn't sell well, I'm confident a price revision will soon follow.
    4
  661. Several companies have more units on the road, but none plan to produce as many in total.
    4
  662. I only go as long as needed to get the info across. I know a lot of spammy channels target exactly 10-minutes to play off the algorithm, but I just refuse to do that.
    4
  663. BYD is NOT just a car company. They're one of the world's biggest battery makers, they sell stationary storage (like Tesla,) and even design their own chips. They're highly vertically integrated, and have a lot of ventures beyond automotive.
    4
  664. They're lying or they've been lied to. You cannot look at the MegaPacks and still pretend this is JUST a car company, to say nothing of the chip designs, autonomy, and bots.
    4
  665. I truly appreciate the kind words. It's a lot of hours to put these together, so I thank you for the recognition. :)
    4
  666. Thank you kindly!
    4
  667. I have made the graph bigger in recent weeks, but I'll keep this suggestion in mind.
    4
  668. This is an old video. Account was hacked today. YouTube restored it by publishing everything as if it was brand new.
    4
  669. Ford Lightning production line is down for 3-months and they're not scrapping it. If you only follow one company, your understanding of how manufacturing works will not be broad enough to be meaningful.
    4
  670. I'm not at a level where I can afford to burn half my bridges.
    4
  671. It's a lot of work.
    4
  672. I don't think folks picked up on your sarcasm. :(
    4
  673. You don't want your cheddar sitting loose in the cabin, do you? These engineers thought of everything! Appreciate the kind words. I'm glad my commitment to understanding the topics comes across. It's been a long road already, and there's still a way to go before I'm in the clear, but the trajectory is right. It's just nice that the channel is big enough that when news breaks on X there's usually someone there to point out that I called it in advance. Like the price cuts. I got some pushback when I mentioned those on August 17th, and again on October 2nd and 3rd, but here we are. RWD version with LFP is out, and the LR/P got price cuts.
    4
  674. I'm still net positive on Elon, but he hasn't been making it easy.
    4
  675. Some people I've met are investing because the money actually goes to Aptera, rather than just into the market, and even considering the risk, it helps bring a vehicle to market. Some people would donate the money just to get more EVs on the road.
    4
  676. The timing would be about right. Plus it's on 4/20 this year.
    4
  677. Sad we didn't have more time.
    4
  678. $148 billion of it is SpaceX.
    4
  679. Well said!
    4
  680. It doesn't appear to be a priority. Even their cash management is a mess. They keep billing me for people I subscribe to (huge bank fees) even though I have a balance they could just draw it from. They fired too many people. They're throwing millions a month to the banks for no reason. Just bonkers.
    4
  681. Couple reasons for that. It's at least mostly going to be of the concrete design, rather than the steel, plus there's the angled corner to take into account.
    4
  682. And it's not like their jokes landed. They didn't. Classic Bee: all headline, no punchline.
    4
  683. No, sonny. Steam is the future!
    4
  684. I was scheduled to drive from Portland to Reno in 2023, which is about a 10-12 hour drive. At the last minute, my dog scratched my eye and I was unable to drive. It was not faster to fly. Once you factor in the hour to the airport, and the 2hrs early you're meant to arrive early, you've already eaten up a big chunk of your time. About 200 miles of the journey. And because it was a last minute flight, I had a layover in Los Angeles, well out of the way, plus the duration of those two flights.
    4
  685. @mdhofstee I think the battery supply is the constraint. Probably has to wait for the 4680s to ramp.
    4
  686. I love, love, love that you keep coming here and posting comments. This drives engagement and pushes it up on the YouTube algo, so thank you so much for your continued support!
    4
  687. Well said! There's good money in picking a side, and I guess you could say that I'm on the pro-Tesla side of it, but I don't resort to making stuff up to attract eyeballs.
    4
  688. No one is terrified of anything, and sure as hell not GM. They lose money selling those cars. We want them to succeed. Stick around and you'll understand.
    4
  689. You should look into MegaPack. Stationary storage accounted for $616 million last quarter, and that was before the Lathrop facility came online. That's over $6m per day last quarter alone. It only looks small because the auto sales are so massive.
    4
  690. It's never really an $11k cost basis. The shipping cost, shipping TIME cost (time is money, especially when sitting on that much money for that long,) and the dealer/distribution cost add up quickly. IF you overcome all of that and stay under $40k, it might still be compelling, but then you have the BYD autonomy/data concerns, which might still present a barrier.
    4
  691. It's not like transmission problems are rare.
    4
  692. I guess, but I know EV buyers expect less hassle than they'd get from an equivalent gas car. Fewer moving parts is great, but not when a bearing failure at 10mph would force you to scrap the car.
    4
  693. Wow!
    4
  694. Inflation alone likely makes that impossible, but I've never believed it.
    4
  695. My guess is it's a dragon sitting atop a pile of gold.
    4
  696. The hard part is designing something you can mass produce and sell at a profit. They haven't even begun to address that, and their decades of R&D has definitely led them in the opposite direction. If you've got two bots and the only difference in utility is that one can also do parkour, are you really going to spend 10x as much on it? For some the answer is yes, but for the overwhelming majority, it's nothing more than a party trick.
    4
  697. Only my 4th appearance in 113 videos. Still waiting to get my studio finished. The delays are driving me batty. ;)
    4
  698. I will add one on your behalf. ;)
    4
  699. Looks bigger to me, and it does have the drain plug.
    4
  700. Buyers want more choices. Consumers (including us) are rooting for Vinfast and everyone else to succeed. Hope is not enough. They need funding and execution. The road ahead is long and bumpy. I'll keep my fingers crossed, but their practices so far are far from encouraging.
    4
  701. Apparently based on my numbers it's 10% of the Hoover Dam.
    4
  702. She's under the impression it will finally make you stop talking about it. That may be mistaken. ;)
    4
  703. Thank you! Will do!
    4
  704. Second place is so far behind I can't even see the headlights.
    4
  705. I agree that would get more clicks, but that's not quite what the video is about. want more than clicks is satisfied viewers. I'll give more consideration to my titles in the future, but I have to stay honest.
    4
  706. Because it's a cell brand agnostic product.
    4
  707. Everyone has expertise the rest of us lack. It's important to learn from people who are experts in their fields.
    4
  708. Poor gerbil.
    4
  709. Figured I might as well. It sounds hyperbolic, which is powerful, but it's even better since it also happens to be the exact number.
    4
  710. I mean, right? How else to get a sound idea than to take all the previous pieces and just kinda jam them all together and see what we can see?
    4
  711. THAT would be INSANE!
    4
  712. You should re-math the math. Talk to other drivers in your area and see what they're doing. Maybe it wouldn't be ideal if it was -20 all year, but that's a couple days a year, and even gas cars suffer shorter ranges on those days. Also not many people going places. Things get quiet at those temperatures. If you're only stopping for 30-minutes for a 17hr drive, you're doing road trips wrong, and you are a danger on the road. There's a reason truckers aren't allowed to do that. The accident and death rate soars from that behavior. I've driven over 23,000 miles in the last year, and I'd never go back to a gas car for long trips.
    4
  713. Lars is such a great guy, and with amazing content. Can't wait to see him as a guest at future events.
    4
  714. Glad you enjoyed it!
    4
  715. It's in Part 2. ;)
    4
  716. I posted a comment about Nikola on a video of their factory construction progress, and the droves of faithful investors spent hours writing me endless replies about how the company is really great, on the right track, and how foolish I am to think otherwise. People are still losing their asses on this. What kind of asshat would I have to be to leave them unaware how bad things really are.
    4
  717. Mostly right. LFP batteries are fantastic for stationary storage because they can handle the full drain & charge cycles, and more cycles overall, but they have lower energy density. That makes them less well suited for automotive applications, but they've progressed to the point where they can still do the job. Most of the companies installing stationary storage have moved away from high-nickel chemistry because of this. LFP is not only better suited, but cheaper. It's a double-whammy. But if your car already has the type of battery best suited to a stationary application, might as well carry it forward.
    4
  718. Careful with those lies, they're antiques!
    4
  719. Mostly agree. The only disagreement is that both companies (and all other EV truck builders) will sell every unit they can build until at least the end of 2024, but likely much longer, at least for most of them.
    4
  720. Oh baby, if somebody wants to secretly hire me, that would take so much heat off my monthly struggle to keep the roof over my kids' heads!
    4
  721. Only the SE and NE corners are framed in concrete. This is done where heavy bridge cranes are used to add stability.
    4
  722. And yet the path to 50% YoY remains sound. He did warn there would be higher and lower years along the way, but the longer trend will hold for a while.
    4
  723. The joke came to me as soon as he said it, and when I added it in it just tickled the hell out of me. Had to watch it a few times. If I'm not my biggest fan, I can't expect anyone else to be.
    4
  724. I do my best to keep it real.
    4
  725. Hey, thanks!
    4
  726. Working on it! Have a handful of deeper dives in the works as well.
    4
  727. @daveblock It's already being sold beyond the US. It's officially in Canada and Mexico, and a number of them have been licensed in the EU as commercial vehicles.
    4
  728. They don't understand that watching and engaging is what YouTube looks for to show the video to more people. I appreciate their efforts.
    4
  729. This was last week. Was in town for the Michigan Tesla Owners Club events and managed to get in to see the operation. Very exciting for people like us.
    4
  730. Whoever told you that must not have a very high opinion of you.
    4
  731. Right on!
    4
  732. I don't think anyone has ever said, "My biggest regret is not buying a 2024 Camry."
    4
  733. Proper groan for that one.
    4
  734. This is what I'm thinking as well. It checks all the boxes for a pre-Robo Taxi car, and I don't know how big autonomy will be in the markets the compact is intended to compete. Especially if it's a $12k add on, or even more.
    4
  735. Man that's pretty. Love it. And that range? Wow.
    4
  736. Shark anxiety is real too. Doesn't mean it's a common danger.
    4
  737. Tesla has their recommendations, but you should read up on them and decide what you think makes the most sense.
    4
  738. This isn't a crazy notion, Gerry. Once the exterior walls are in place, they COULD apply for final permitting, or at least a provisional certificate of occupancy, assuming the critical interior safety systems are in place. I expect that to happen around that time, and it looks like they've been installing, configuring, and testing the equipment to move quickly into production.
    4
  739. These are before/after videos. There are a dozen channels showing uncut footage of Tesla factories without commentary, but this channels is about analysis and comparison.
    4
  740. I would say what's already got a roof could handle 500k, and the entire building will easily do 1M once complete and fully ramped. It has space for 6x as many megacastings as Fremont, and due to those megacastings, will require significantly fewer assembly robots to build the same number of cars. This factory will be the crown jewel until Berlin expands into additional phases.
    4
  741. When the biggest complaints are nothing big, it gives me comfort and confidence in the product.
    4
  742. Well that's a lie.
    4
  743. If you've seen the offers, you know that plant closures are coming. The package is well above a survivable offer for these companies. $84-103k plus five weeks paid vacation and it's still not even worth bringing to a vote? Half these plants will be gone by 2030. The "record profits" you keep hearing touted only come from the sale of gas cars, which are already being phased out around the world. The US has been very soft on gas cars, but the market alone has caught up and they're growing like crazy, while these companies are building the most expensive ones on the market, and STILL losing money. As the EV transition continues, they won't have that profit margin to offset those narrower and negative margins. This isn't political, it's a global movement.
    4
  744. Because it's still under construction. Best to not add panels until it's clear where any roof protrusions will be.
    4
  745. That would be cool!
    4
  746. More than home. Not more than gas.
    4
  747. That's the plan!
    4
  748. I did a rebalance in my IRA yesterday to move my capital gains distributions back into stock... I didn't buy Lucid. Why would I buy Lucid when the CEO just sold $75 million of his shares?
    4
  749. I can only sigh so hard, and this information is pushing me to that limit. :(
    4
  750. I publish videos like this all the time, but I'm not surprised if you haven't seen them. They generally perform quite poorly and don't get many views.
    4
  751. I wanted to think of two things that really didn't go together and, well, here we are.
    4
  752. While you and I may understand this, if it stands to slow sales by even a few percent (and I think it could be north of 5%,) it's just not worth the risk.
    4
  753. The margins should be fantastic. So strange to me to see how low the Wall Street estimates are. If none of them are right, can we collectively agree not to listen to them anymore?
    4
  754. They take a LOT of work. :( Even this short video was about 7-hours. I blame all the graphics.
    4
  755. That's what I've been saying for years. When it comes to a business vehicle, a tool for a job, it will either work or it won't. They know what their use cases are and they will crunch the numbers accordingly.
    4
  756. More new faces coming soon.
    4
  757. They would likely use Brembo or one like it, like they already do for brakes.
    4
  758. Wait, REALLY? You don't think the Plaid Model S sounds like assorted sound effects from Star Wars?!?
    4
  759. They look great, but I had the same experience with head clearance getting in.
    4
  760. It's the one skill they absolutely have.
    4
  761. Flatbed. Is that a thing that happens to you frequently?
    4
  762. There was a tipping point at 20k. It took FOREVER to break 20k, but once it happened, something shifted with the algorithm, and they're actually showing the channel to people now. It was surely helped by going to a daily format, and moving my publication time to 6am Pacific when my audience is generally showing up for the day (makes the videos launch hotter than they otherwise would,) and reaching out (juuuust barely) from my usual topics to find new viewers who wouldn't otherwise see the channel. Hopefully this is a stepping stone and not a plateau, but we'll know more in the fall.
    4
  763. I never offer trading advice specifically, and the only general advice I give is to avoid short-term trading and options like the plague. I can never be faster than the trading algorithms and I know it.
    4
  764. More to come!
    4
  765. I can't stop thinking about it.
    4
  766. I can explain it to you, as I have done, but I can't understand it for you. That's up to you.
    4
  767. 15 minutes of OUR time. Very little of that is time the people there are spending. It was mostly reading and signing by myself.
    4
  768. It was just SO CLEAN without all the soot from engines running, and spilled fluids everywhere. A world of difference.
    4
  769. Would you prefer a five minute pitch for Surfshark or NordVPN in the middle of the video? If you watch all 800 videos on this channel without adblock, it pays about $2.
    4
  770. I did a Rivian video a could weeks ago. I keep reaching out to them, but they don't respond.
    4
  771. Send me pictures.
    4
  772. They didn't have permits. That was the issue. They wait until regulators show up twice with a final notice before filing them, then get extensions, then fail to perform as agreed. That's the issue.
    4
  773. The transition to electric transportation is taking a frustratingly long time.
    4
  774. I appreciate that, but they often raise interesting, if not at least common questions. I know they won't be swayed by these videos, but it's nice to have some concise rebuttals in the back of our heads for when we encounter them in the wild.
    4
  775. Can't have a midgate and a rolling tonneau.
    4
  776. You sound afraid of your own shadow. Are you okay there buddy?
    4
  777. @cerealspiller Strongly disagree. This is Phase 1 of 4. If they want the other four phases, they'll step up, like they promised before they even selected Berlin. This is their chance to show the world they can be a manufacturing powerhouse. If they screw this up, they'll never get another factory again from any company, not even a German one. Elon will happily move Phases 2-4 to Romania, Ireland, or too many other places to name.
    4
  778. Tough to say. I feel a refresh is more urgent in Europe than the US.
    4
  779. Thanks, that means a lot to me. I put a lot of time I to this, surely more than I should have, but it's starting to click. Let's make 2021 awesome.
    4
  780. Papa John has entered the chat.
    4
  781. There are significant differences between the two front castings compared in the second half of this video. Look at the way the support structures are shaped. They look quite different to me. If these aren't for the Cybertruck, they may be working on a revised casting for the Model Y.
    4
  782. The problem is worse than that sheer numbers suggest. Not only has China taken the lead, and one that's accelerating, but done so with the drivetrain of the future. At best, Japan could expect to increase auto exports in a given year by 5-10%, while China is increasing at a vastly higher rate.
    4
  783. Working on my weekly side-by-side comparison video now, hoping to have it up by noon, but it's really whuppin' muh butt.
    4
  784. Nut knows the way. Also, keep us up to date on your GME. I don't have the courage for it, but I'm happy to watch you guys crush the bastards.
    4
  785. How does that work? The customers would have to know too, and all the other Tesla locations.
    4
  786. The panel went really well. I'm glad you could join us.
    4
  787. I think casting the entire body as one piece was the plan before the structural battery pack was unveiled. There's a lot of added complexity in casting something that large, and it may not have the desired benefit if it still needs the pack under the floor.
    4
  788. Well sure, but you're only saying that because it's the fastest ever built, and you could buy one AND a mansion for the price of anything else in the top five. :/
    4
  789. They don't appear to require more space than any other car. Might even be less. They barely swing out past the front wheels.
    4
  790. I imagine it needs to scale with cell supply.
    4
  791. Most of what I've seen (maybe not all, but certainly most) was asphalt replaced with concrete. The wanted to have the whole place paved for Cyber Rodeo, which created a time-crunch. Also they switched from "parking" to "loading docks" which requires greater fortification.
    4
  792. They won't. They got their clicks. That's all they wanted. I have more context in my next installments. I just hope he gives the next one to Jordan Giesege @TheLimitingFactor of someone equally competent and committed to quality information.
    4
  793. I imagine there must be logistical reasons we haven't seen one yet. :(
    4
  794. The only issue with the Rivian van is the range is too low for all but last-mile delivery applications.
    4
  795. "stupid sheeeeyacht like this..." Love it!
    4
  796. On the plus side, they haven't sold very many.
    4
  797. What concessions are the companies asking for? You do realize that the median HOUSEHOLD income is only $74k. The $84k means a single earner BEFORE OVERTIME already makes enough to be above average, and that's with a spouse staying home to work. That median income includes the massive coastal areas where people earn far more. Median household in Michigan is $63k. That's for an average of TWO people working. A couple working at the Big-3 will make $168,000 a year with FIVE WEEKS OFF to enjoy their vacation. Put it to a vote, my friend. It's time. If Shawn won't put it to a vote, you need to can him.
    4
  798. You guys are so abusive. It's not a good look. My position has never changed. Battery swaps will bankrupt them if they don't back down. If you support Nio, you need to understand this.
    4
  799. Thanks! 👍
    4
  800. They were so nice and insanely smart.
    4
  801. Concerning.
    4
  802. Thank you so much!
    4
  803. They were not super jazzed about it.
    4
  804. Oh man, that would be something, wouldn't it?
    4
  805. The overwhelming majority of solar panels manufactured worldwide come from China.
    4
  806. This will certainly account for some, if not the majority of it. The legacy dealerships really dropped the ball.
    4
  807. Go back a few weeks. There was a mistake in my math, then the storm hit. The site didn't go backwards, but my estimation of it did. I've got it dialed in better now. ;)
    4
  808. Ford passed 160k EVs in December. They're likely to hit their phase-out in the next few months, almost certainly this year. With demand so high and production so low, it's unlikely buyers will be able to actually enjoy much benefit from this discount.
    4
  809. They act like this is the first time I've made a joke on this channel.
    4
  810. There are very big channels that are STILL saying it will be converted to human operated. Maybe they're saying it because they don't understand the engineering, or maybe they're just pandering to viewers who really want it to be true. Those channels haven't invited me to explain it, and if they've seen my coverage, they're pretending they haven't.
    4
  811. Well done!
    4
  812. Always!
    4
  813. Over the last few years, while production was low, the carmakers were bleeding money due to short production. These guys took it the other direction and decided it was the best time to make an extra $5k, $10k, $100k on some cars. That kind of violation of their customers' trust and confidence is sufficient evidence that they need to go away.
    4
  814. Spoken with absolute certainty and absolutely no authority. Maybe temper that if you don't want people to ignore you.
    4
  815. 99% of people are just getting along with their lives. They're the collateral damage. Let's work to minimize that.
    4
  816. Yes to the Bot, but no to Neurolink and SpaceX, as they're entirely separate companies. Mining and the bot are oversights for sure. Thanks Fred!
    4
  817. Imagine being you.
    4
  818. I think Ford will hit the market first, but without a (profitable) commitment to mass production. CyberTruck's ramp will be hot and unstoppable.
    4
  819. She's just bad with money, clearly. We've all made financial mistakes. It never occurred to me to go to the press about it.
    4
  820. All good, thanks. Bit stressed this week, but it's (mostly) the good kind of stress, so it's more inspiring me to hustle rather than beating me down. How about you?
    4
  821. Labor is already a small part of the total cost.
    4
  822. Not even speculating about 4680s?
    4
  823. IF Ford could sell the Lightning at $39k as advertised, they would move a million units. I do not believe they have a path to do so without losing money on every truck sold.
    4
  824. If I had to guess I'd say near infinity right now, but closer to $50k if they get them to a modest scale.
    4
  825. Clever! Evil, but clever.
    4
  826. It's challenging for discovery. If it doesn't slap you in the face on accident, you're unlikely to find it. I keep trying to find live Starlink launches, and I've seen ONE since they left YouTube. What a mess.
    4
  827. The color was my choice. As for cleaning, it's got a finish that makes it every bit as easy as the factory wood. Have had it in almost a month now. Mostly I don't think about it, but when I do I'm happy with the upgrade.
    4
  828. If all three of those are deployed by 2030, and the competition is behind by even two or three years, the sky is probably not even the limit anymore.
    4
  829. A bus wasn't an option. The alternative was no throughput. This is infinitely better. Did you actually watch the video? I left time stamps to make it easy.
    4
  830. Tell that to GM.
    4
  831. It's pushed aggressively by the fossil fuel industry. They're the only ones who really stand to gain from it.
    4
  832. Talking over Dave would be like Mr. Bean "fixing" the Mona Lisa.
    4
  833. That means a lot to me, Eric, thank you!
    4
  834. It's the voice I was born with. I'm a dude, not a production company. There were no auditions. It was me or the channel doesn't exist. Why would you do this? Reevaluate yourself my friend.
    4
  835. He also said they'd plant 3x as many trees in Berlin than they cut down, and they did that. More diverse across a broader area. Net win. Still worth holding him accountable. ;)
    4
  836. I am ABSOLUTELY mistaken... well well well, this gives the deadlines a whole new breath of possibility. Thank you for the correction, Dale!
    4
  837. @Sammy K I wasn't being stubborn, I was mistaken. Dale Richardson posted with two links for me to review, and he (and YOU) were right. They are absolutely putting up columns in less than four weeks. This gives me reason to rethink next weeks projections.
    4
  838. Words can mean whatever they want them to mean, apparently.
    4
  839. One of life's great mysteries.
    4
  840. Lucid finished their factory in a year. Though it was significantly less ambitious than any Tesla plant, it was done in the US, which is no small feat with all the regulations... but yes, speed of Elon. He doesn't have time for failure.
    4
  841. I'm going to be annoyed if it isn't someone who actually knows Tesla.
    4
  842. Flat Earthers believe the same thing when their comments are flooded with people refuting their bizarre theories. It must be that everyone is all in on the same big lie. Surely people will believe their perspective is the only one that's correct. Real people I know in real life, people who have been Tesla investors and owners for years, are bailing because of Elon's behavior. Not all of them, and not even most, but this is extremely unusual. Usually someone ends their fandom by getting bored, not disgusted.
    4
  843. How else do you want me to get good news in front of people outside bubble? And for towing, it absolutely sucks.
    4
  844. There's no short answer. Should I make a video about it?
    4
  845. If I had to take the over/under on my estimate, I'd take the over as of now. If we get Shanghai whisper numbers I will likely need to revise.
    4
  846. That's how they getcha!
    4
  847. More tech skill than language, but it had to happen in layers to come out reasonable. I explained how I did it in the livestream this week, but native speakers said I did a more than competent job.
    4
  848. Yep! I have a video comparing all 3 sites at their respective 6-month marks coming up this week, and the scale for each will be shown. It's pretty shocking how tiny Shanghai Phase 1 is compared to Texas.
    4
  849. Might hang on a bit longer, but the tipping point is nigh.
    4
  850. We haven't seen anything to indicate it will. The motor is designed for extreme situations, and the heat pump is likewise. Shouldn't be needed on the Y.
    4
  851. Yay! Thank you! It's been on my topic document since before the channel launched, it was just too much work to try to put it together without a guest. I knew Jan could nail it.
    4
  852. Welcome to our inside joke!
    4
  853. I haven't seen any regular ones. One every few months from the odd channel if we're lucky.
    4
  854. Good point
    4
  855. You bet! I'm really pleased with how this one came out. Like I said on Patreon, I put a lot of extra time into it. Honestly expected to be done about 4-5 hours earlier, but you know how it goes, you just keep finding little things you can do to make it a tad better, and pretty soon you have to just call it, otherwise I'd be here for days and the info would be out of date.
    4
  856. It's a federal credit, so the city, county, or state would receive it. Federal funds are routinely given to various governments at more local levels. When we talk about demand in this video, we're talking specifically about Tesla. Tesla was not invited to participate in discussion about how to craft the new EV tax credits, but Ford, GM, and others were. They're the people desperately clamoring for financial assistance because their EV margins are very low, and in many cases, they lose money on every unit sold.
    4
  857. @hvh377 Your arguments are unpersuasive. Probably because they sound exactly like the ones sponsored by the very interests this factory is unseating. You'll be dragged into a cleaner, more sustainable future whether you like it or not.
    4
  858. You can prep a car to start and run reasonably well at temperatures below -20f, but it requires some planning. I had a Chevy Venture winterized for weather like that, and at -15f it only barely managed to start, and the suspension was ridiculously stiff, since they don't weatherize your suspension hydraulics. It didn't run well or efficiently, but it did manage to start.
    4
  859. @Julie Wow I don't know who you are, but you GET IT.
    4
  860. While true, it doesn't work great with the joke. :(
    4
  861. @wolfgangpreier9160 Removing 10% of a department is trimming the fat. Cutting 50% is gutting. Cutting 90% is a massive restructuring. Cutting 100% means there will be no one to do the work, and no one to train the replacements. Competencies have been lost.
    4
  862. Siren is only one indicator. I imagine it does what you and I do, which is use it as an indication to be on the lookout. Can't imagine it will pull over just for hearing one, that wouldn't make sense.
    4
  863. If 2mm or 2.5mm can bring enough structure and utility, you could easily shave a half ton off the curb weight and a whole lot off the price. Will be interesting to see what the 2nd Cybertruck winds up being, but for now, I'm awfully excited.
    4
  864. But this is marketing 101. If you want your car to stick out, there's no better way to do that than to have it literally stick out ten feet when you're charging it. ;)
    4
  865. Looks like they currently consume 3-5 gallons of diesel an hour, so they're pretty thirsty indeed.
    4
  866. Heck no, I'm a maniacal monster. ;) I'd have loved things to go differently for me but I know I'm still a niche content producer, and although I know I'd have crushed it if I got in there, they couldn't have known that. The Meet & Greet alone was well worth the visit. SO many amazing people there. It was an unforgettable couple days and I'm looking forward to building on it in the future.
    4
  867. Congrats! They drive better than any truck I've ever experienced.
    4
  868. Well said!
    4
  869. Excellent question! Why aren't the Japanese fully bore on EVs when they can see it's the future? Why is Boston Dynamics taking a rigid "on rails" approach when we live in an open world with infinite use cases? Old ways of thinking I suppose.
    4
  870. I started writing my questions months ago on the less than 1% chance I'd get such an opportunity. It's still worth my time even with such a small chance. At the very least, maybe someone in a better situation can see the questions and consider incorporating them into their interviews.
    4
  871. The 500 person division wasn't building the chargers. They were mostly for planning, permitting, and expansion. Even if you had an AI capable of navigating that patchwork quilt of infinite nonsense, you'd still need humans to manage it. Those humans have been shown the door.
    4
  872. The stock went down. I didn't make that happen, Tesla did. I'm just helping you understand what the analysts saw. I'm not here to be a cheerleader. I'm here to give you the reality.
    4
  873. Lots of interest. Not so much because they thought it would but because thet wanted to see the comparison.
    4
  874. Early adopters make it easy for the rest of us to enjoy groundbreaking tech without having to pay bleeding edge prices. I think a lot of professional racing is silly, but the tech developed to make those cars better and safer eventually makes its way into even the cheapest cars on the market. Even those who don't get what the CyberTruck is about will still benefit from what it does to move the industry forward. They don't have to understand it for it to improve their lives. I'm excited to see what the EPA numbers are for MPG-E on the CyberTruck compared to other pickups.
    4
  875. Store staff said Texas, and that matches with insider info I've heard.
    4
  876. I think society would be better with a 32 hour work week, but that's not what they're demanding. They aren't asking to hire 20-25% more workers. They just want higher pay, and for overtime to kick in a full day earlier. We don't know what they're "sticking to" because we can't see the negotiations. If they get all their demands, the companies will go broke. They don't expect to get everything. We just don't know what they actually want.
    4
  877. Tonight is the full dress rehearsal with a small test crowd of friends and family. We're feeling awfully good about it.
    4
  878. What do you do when people stand in front of your car today? If the answer is "vehicular homicide" I'm not sure you should be in control of such a deadly weapon.
    4
  879. Gotta add some plaid accents while they're at it.
    4
  880. @Mervstash The irony of you telling others to read the room.🤭
    4
  881. They have been using it already for years in China and Europe, and RWD models in the US.
    4
  882. Wrong channel.
    4
  883. Well I've got my own standard I've developed, and based on that you have failed because you don't know ancient agriculture. That used to be critical to survival, but you don't have it. Sorry, no appeal, just how it is. Or, and hear me out, maybe the test is designed for a type of car that's not going to exist for much longer.
    4
  884. Peter believed the FUD. He kept hearing people say that if the range was outrageous, people would line up around the block to buy one. That was never the case. The whiners were never going to buy an EV. Range was just one of the countless excuses they came up with because they knew addressing it would make the product uncompetitive.
    4
  885. You've been lied to. Battery fires are extremely uncommon. Tesla has MILLIONS of cars on the road, yet fires are so rare that they make international news when they happen. Among all brands, EVs are 20x less likely to go up in flames. There are a dozen reasons why battery swaps don't make sense, the biggest one being there aren't enough batteries to go around. Every pack sitting around waiting for a customer could have been another car sold. There are companies that have looked seriously at swapping batteries, but the added cost, weight, and complexity make it a no-go for anyone at volume. Batteries are already designed to outlive the car, and you're more likely to lose an engine or transmission out of warranty than a battery pack.
    4
  886. Chinese brands will establish a meaningful presence with a few years. At that point they'll be unstoppable.
    4
  887. Appreciate it!
    4
  888.  @danchatka8613  He needs another Gwynne Shotwell.
    4
  889. He said no one was listening to the advice.
    4
  890. For a car to have 2 mechanical issues at 110,000 miles is not unusual at all. Glass cracks happen to all vehicles, especially at high speeds. That car has seen a lot of highway.
    4
  891. It would fit on the roof of the stamping cathedral. ;) https://youtu.be/yRex-UUuIm0
    4
  892. The sharing economy isn't for everyone. First time staying at an AirBNB or taking an Uber were both pretty weird, but I got used to it.
    4
  893. It isn't his job. He does this as a courtesy for us. There's no way I'm asking him to put himself out for a favor to the community.
    4
  894. What in the literal f are you even talking about?
    4
  895. The money is a byproduct of doing the impossible, but it further enables the grander objective. Having the tech alone may not be enough if the mission is beholden to politics. He already has enough that he couldn't easily spend it in 100 lifetimes, but a mission to Mars without this tech would cost more than that, if it was even possible at all.
    4
  896. My buddy's FJ seized up two weeks after a clean bill of health. Nothing is bulletproof. Sometimes you get lucky, sometimes you don't. I've seen EVs with almost a half million miles.
    4
  897. That was a joke, my friend.
    4
  898. BAIC has been making the cars, which is a state-owned company. They only split off as an independent manufacturer recently, and it's unclear how separate it is in practice.
    4
  899. I'll be test driving it on Tuesday. We'll let you know my thoughts.
    4
  900. I always wanted to see the machine that unbuilds the machines, and it was everything I had hoped. These are the extras you get when you're able to get out of the studio. Wish more channels did it, but I understand why they can't.
    4
  901. Maybe in 2030, but the stars would really have to align. They won't survive long past 2035 without a serious plan for electrification.
    4
  902. And their auto sales are terrible!
    4
  903. If I said lucid, that was my mistake. I absolutely meant Rivian. Thank you.
    4
  904. They don't generally pay. Disgruntled people want attention.
    4
  905. They follow the clicks. They're the OG click-baiters. If it bleeds it leads. That's their whole bias.
    4
  906. Doc is kind of the best. We talked a few times, then met a few times, yeah, he's the real deal.
    4
  907. I got to see one of the prototypes at the Petersen Museum when the Tesla exhibit first went on display, and you can bet I was excited about it. Almost everyone was.
    4
  908. You guys are awesome!
    4
  909. HW4.
    4
  910. Will think on that, but in the mean time, Texas is around 9M sf, Shanghai is around 9.2M sf (with all buildings,) and Fremont is just under 6M square feet. Berlin is unknown, but Tobias says it's bigger than Texas (it can't be, as I shoe on a recent video,) but it's still a tad unknown.
    4
  911. But why no roof?
    4
  912. Wondered if anyone would comment on all the neat stuff in the background.
    4
  913. I had no reason to expect a serious vehicle, so maybe that's why I was impressed. It looked and felt great, and like all products, if the price is right, it's going to sell. If it isn't, well, there ya go.
    4
  914. Thank you! Man has it ever been a slog. 135 videos in and it's not getting easier, because every time it does, I just make the videos a little bit better. I'll get there. I'll get there. :)
    4
  915. Because there isn't. There's a massive undersupply of AFFORDABLE EVs, and this move seeks to address that.
    4
  916. I appreciate the feedback. I just want to always be honest. Even when it's just Jimmy Fallon, I find dishonesty in their setups a bit insulting. If the actors have the talent, why pretend it's not all a setup? Broadway actors don't just wing it, they work hard to make their performance what it is. If this had been a live interview, it would have been done and shot in an hour. This one took closer to 35-hours to put together, and I'm pleased with the result. A lot of channels churn out content in no time at all. The art of production is all but lost and YouTube's algorithms are in large part to blame. They don't care about quality, only quantity. :(
    4
  917. The location is perfect for it. Already clear and level too.
    4
  918. I'd be more inclined to believe that if it was 90% of the department cut. Keep the best 50 who do the best, most intuitive work, and let them fill the team back to where it needs to be. Cutting 100% leaves me no avenue to see a benefit, and Elon's comment that they'll just expand existing locations ignores the obstacles we already understand about doing so.
    4
  919. @jebes909090 Specialized robots will always perform best at specialized tasks. That's not what Optimus is setting out to disrupt. It's the idea of replacing general tasks, which is something no specialized robot can do.
    4
  920. Wow man, thanks! I always put in a lot of work on these, but due to the surge in subscribers over the past week (still not that many) I committed to doubling my efforts to make these exceptional. It should have been done hours earlier, but I kept finding ways to improve it, shorten it, and generally make it more informative. And while I'm sure YouTube would prefer if it was a few seconds over the 10-minute mark (they love that for some reason,) I just had to skip it and make the best video possible. I appreciate that it came across as intended.
    4
  921. Tesla was able to raise billions after Giga Texas started. It's the first 3 phases all at once. It's also why it has the 45-degree angles on all corners instead of just one.
    4
  922. Interesting. An unannounced upgrade. Very cool.
    4
  923. I share your frustration. Since revenue sharing, it's all engagement farming.
    4
  924. If you mean the red light, that is indeed a microphone.
    4
  925. Can't call yourself an expert if you never leave the studio. 😉
    4
  926. Yes! Once walled off, the interior only counts 5% per week to allow for interior completion, and this aspect has the highest weighting due to its complexity.
    4
  927. It's a few things. First is the factory isn't going to be substantially completed enough for much in terms of assembly by the end of the year. Second is that Elon stated the factory will create a new Model Y line before it starts on the CyberTruck, so that's most of it. Third is that the CT is a revolutionary design that is likely to face never before seen obstacles in mass production. I'm confident once they get it sorted, it will ramp quickly, but getting the first 5-10 out the door may prove tricky.
    4
  928. If the objective was to reach a local maximum, they'd already be hard coded to do simple tasks. That would slow the objective of reaching universal utility. When it hits that point it will be able to do damn near everything. It's like the coast to coast drive without intervention. If they focused all their energy on that, they could crack it in a few months, but it wouldn't help cars on any other path, and would put the entire program back by at least that long.
    4
  929. Sometimes I feel like Twitter is an IQ test in disguise.
    4
  930. My friend, you are in for a series of treats!
    4
  931. Battery specific elements are better spread out around the world.
    4
  932. I don't believe he has, no. Most people haven't, so I cut folks some slack.
    4
  933. Nope. Turns out it's limited to 10 referrals per calendar year. Didn't know that when this was recorded. :(
    4
  934. Cybertruck is margin positive, and did it in less than a year. How is it the ONLY truck that's been able to do that?
    4
  935. @mattsenkow6986 I don't think Machoo is referring to the ping, but the latency in getting a human involved. If they're managing 100 cars, how long is the wait time until your scenario gets seen?
    4
  936. There's a middle ground between what we've seen of the latest Model Y and the unboxed which would support this theory. It doesn't have to be 100% of what we saw at Investor Day to get us a big chunk of the way there. They started by mounting seats on the Model Y battery pack, and I'm confident it's already moving forward from there.
    4
  937. Wow. THANK YOU Carol. I fancy myself a bit of a semantic snob, so this is an eye opener for me, and I will do my best to not make this mistake again. I'll remember "distance is far." Not sarcasm, genuinely appreciate the correction. :)
    4
  938. The Model 3 that went into production looks indiscernible from what was shown at the unveiling. A big part of it is expectation vs reality. Mercedes also has a history of making truly beautiful cars, and the EQS doesn't live up to that standard.
    4
  939. Just gotta keep your eyes on the road and there's no nag.
    4
  940. The path is rocky and uncertain.
    4
  941. I absolutely do. YouTube gets twitchy for bad words. I remove over willful deception. No one is entitled to my megaphone.
    4
  942. That's assuming Laura is real, which is a very generous assumption.
    4
  943. Aw, thanks!
    4
  944. He really does!
    4
  945. Less impact than any gas station.
    4
  946. Oh dear. Well that makes sense when you consider all the unsold trucks we can see.
    4
  947. @user-zo2pc5lu5q Well he doesn't know about those because he doesn't watch the channel. Bit of a catch-22 right there.
    4
  948. There are two factors at play that are both hard to overcome. One is the limitation of just how much power can be generated in a given area, and some percentage of 4-millions square feet really isn't all that much space. The other is the massive power drain a factory actually is. There are some retail stores capable of generating nearly enough to cover their operations on site, but consider the lower drain of things like lighting and cash registers compared to stamping presses, welding, plasma cutters, and an army of high-load robots.
    4
  949. We A/B test them. We have to use what people will watch or we go out of business. It sucks, but it's how YouTube works.
    4
  950. Always!
    4
  951. With caution.
    4
  952. My top videos of 2023 are not about Tesla cars. I cover a lot of companies, and when it comes to rooting out BS, my track record remains at 100%. You may think this will be the one I finally get wrong, but people talking exactly like you say that about every video they don't like. I can't in good conscience stand by while conmen rob rubes. It's not who I am.
    4
  953. Right?! I studied those for my Q2 estimate, which was WAY above Wall Street, and only off by 91 cars... I do not expect to get that close ever again, but it was one metric available to help me understand the reality on the ground.
    4
  954. Single piece front, single piece rear, presumably with the structural battery pack between them.
    4
  955. The strong response we saw on the wheel and tire discussion gave me confidence these would be valuable.
    4
  956. Sure, why not.
    4
  957. Of course you and I are here!
    4
  958. Drugs are bad, mmm-kay?
    4
  959. The UAW is dying. Canada cut ties with them long ago, and the union shops in Mexico are opting for independent, local ones instead. This is already a red-hot pyrrhic victory, Shawn is just committed to throwing enough fuel on the fire to make it white-hot. If all demands are met, car production in the Midwest will likely be cut in half half by 2030.
    4
  960. Exactly!
    4
  961. Point on the screen and poke? I'm sure they've thought of this.
    4
  962. John did give credit for the incredibly difficult accomplishments of these companies.
    4
  963. Larry is an absolute gem. Love that guy!
    4
  964. I bought the DJI when my phone was inadequate for the job. I have a better phone now, but the DJI has better image quality and stabilization, and easier 1-2 microphone wireless integration. My backup camera is an Insta360, with my phone being my 2nd backup behind that.
    4
  965. Something striking and popular? That sounds like a great idea. Maybe a truck to get into the most popular vehicle segment. They could even make it look futuristic.
    4
  966. Yep! Launch badge on the back and in the door light projections are part of the Launch Edition series. Bit silly, but why not?
    4
  967. You nailed it. Dominating in "car sales" will soon feel like a quaint goal, something from simpler times. We've already seen their aspirations expand over the past few years to include autonomy and energy storage. Either of these alone could make a metric like "car sales" look like a nice secondary business, and that's before we even talk about robots and all the other industries they're disrupting.
    4
  968. It's what I do, my friend.
    4
  969. I've explained this several times during the series. Not all debt is created equal.
    4
  970. I didn't hear about that one, but no. There's an upcoming video where we went into the lot where they store all the old test cars, and there wasn't even a fence... there was an employee, and he did convince us it was probably a good idea to finish the video from another location (not with his words, but by calling our plates in to security. Best not to risk it.)
    4
  971. You'd be surprised. :(
    4
  972. I'm not so sure.. If it was strictly for the drones, it would be on the roof. If it was strictly for the workers, it would likely be on the ground. Maybe this is its new home, and this is the space where it will be produced. We know the first floor is Body In White for Model Y, but we have no idea what that massive space on the second floor is, and we've seen nothing go in there to so much as give us a hint.
    4
  973. Quality numbers on these things is hard to track down. I'll do better next time. Thank you for the feedback.
    4
  974. Five dollars would have taken me about 23 miles in the minivan... wow.
    4
  975. I've already started that tracker, it's just not very informative until we know the footprint. :(
    4
  976. Can't be worse than a cargo van.
    4
  977. Absolutely! This was in the Exhibitor Hall at the Detroit Auto Show.
    4
  978. What makes you engage with content on channels like this?
    4
  979. That requirement isn't about workers rights or pay. It's about control. Battery plants have significantly fewer workers than an engine or transmission plant. The problem isn't that they want to pay them poorly. The problem is that union scale wages won't be high enough to attract talent. That's a good thing for the workers, but Shawn doesn't care about that. What Shawn wants is more members in his union, even if it's bad for the people working there (who would be paid less than the competition would give them,) and bad for the car company, because they'll just have to buy them elsewhere. Without in-house batteries, the Big-3 are unlikely to become cost-competitive. If those shops are required to automatically be unionized, rather than letter the workers decide, they'll never attract the talent needed to create competitive batteries.
    4
  980. Gotta keep it real.
    3
  981. It hasn't been done that I'm aware of because it would require liquid cooling, which is a whole other headache. Fret not, my friend, because you sparked my curiosity. A Gen-1 Leaf battery is air cooled, and has a capacity of 28kWh. The Edison batteries were 14.58kWh, which got you about 80 miles of range (though at low speeds.) So... double that? I'd say 160 miles, but you'd never need it because that would be 8hrs straight of 20mph driving.
    3
  982. It's true though. These "amazing breakthroughs" are announced every week. Half the price, twice the quality, yet they just never seem to get to market. I want it to be true, really I do, and surely some of them must be true, but of the 50-100 announcements a year we've only seen a handful actually prove true, and they only offer modest, incremental improvements.
    3
  983. There is nothing a channel as small as mine can do to help a channel as big as his. Truth needs to be the priority.
    3
  984. Glad it was helpful!
    3
  985. I don't think anyone outside the company knows the answer, and I'm not sure anyone inside the company is sure either.
    3
  986. I've known an awful lot of dorks in my life, and none of them have done that. Do the dorks you know in real life do that?
    3
  987. Yes, but only for a limited time. Makes sense since the 1950s were finite.
    3
  988. You know, the um... the regulation. The one with the stick guy on the sign. It's from USC Ped section X.
    3
  989. Though to say. Add them to a motorcycle and let me know. I kid, but not really. They're cheap, why can't you add a wheel and pedals to a motorcycle? It's the same reason.
    3
  990. No, you're the best!
    3
  991. Who are you taking to? Show me an example of this? You assume too much.
    3
  992. Glad it was helpful!
    3
  993. They haven't been removed. Even the Cybertruck has them.
    3
  994. This overlooks the 2nd part of what he said, which is that in some markets, it carries a lifetime warranty. The issue I have as someone who has only ever owned 2 brand new cars out of the 20-30 I've owned, is that the duration of the warranty sets a level of expectation. If a manufacturer will only warranty the drivetrain for 4-5 years, that tells me it's likely to fail around year 6-7, with only a handful of examples living past 10-12. Even 8-10 years of warranty offers serious peace of mind beyond it's expiration.
    3
  995. That's a very valid point.
    3
  996. No sir. That was the original plan. This leak seems to suggest they are quite different. Much higher performance.
    3
  997. Removal of the IRA would negatively impact US EV sales. Removal of the battery manufacturing credit would increase Tesla's COGS by thousands per vehicle and reopen the door to Chinese made batteries, which would no longer have as strong of a price disadvantage.
    3
  998. Also a lot of stamping for a Cybertruck that doesn't need very many.
    3
  999. For public locations you should be able to just tap to charge.
    3
  1000. That would be magical.
    3
  1001. I didn't see anything from you held for moderation. If a comment was removed, that would have been at the site level rather the channel level.
    3
  1002. Excellent recap.
    3
  1003. Those are beyond the scope of this channel, and definitely this video, Biff. When the topic is "don't be vindictive," it's best not to point to others as a means of justification. No amount of other companies leaving justifies Tesla ceding market share in the biggest state in their biggest market over an ego battle.
    3
  1004. Would it surprise you to know that I've been trying to get Sandy on an interview for well over a year? Like all the big names, I send a request every 3-6 months in hopes that the channel has become big enough and serious enough to warrant the appearance. Sometimes you have to take matters into your own hands. Sandy is an exceptionally busy person, and it was clear that my messages never got past the gatekeepers. I get it completely. There's more benefit in going on a channel that's 10x bigger, even if the questions show a serious lack of background and understanding. I believe I got more and better answers in the 8-minutes we talked Tesla than other channels manage to get with him in an hour. I'm at peace with that.
    3
  1005. I get that vibe too. The original Badger video he made years ago was so lazy and such a clear promotion, and I'm sure when it was done he sat back and said, "nailed it!"
    3
  1006. That's a great idea!
    3
  1007. Wow, it's an honor to be grouped in with Kyle. Thanks!
    3
  1008. I was getting in and out with limited use of my hands due to the camera.
    3
  1009. Good catch!
    3
  1010. Appreciate that! Some folks prefer the 30-minute version, especially live so they can get their questions in. Plenty of folks prefer the condensed version, which not only takes out the Q&A, but all the pauses, ums, and uhs as well. ;)
    3
  1011. I appreciate that! I do try to keep things real.
    3
  1012. That's a great idea. Could have reduced demand even more!
    3
  1013. I dropped the volume and shortened the overall length. Any music gets a complaint (as does NO music,) so it leaves me in a pickle. I don't have the budget to buy new music right now, but I'll keep this in mind.
    3
  1014. Fantastic news!
    3
  1015. My first time driving a Tesla was in a video on this channel, and I had the luxury of doing it as a guided tour. That's the best way, really. Drive, get comfortable, introduce the next thing, and repeat. It's how I've done every test drive since.
    3
  1016. If you have to change how you're driving because there's a camera rolling, you might be a Michigander.
    3
  1017. Rivian R2/R3.
    3
  1018. The batteries would also need to be made in North America. The MachE was built in Mexico with Chinese batteries and it still got the credit in 2023.
    3
  1019. Too soon to say. We've seen similar reports in other quarters (and years) that amounted to nothing.
    3
  1020. 6 happens to be my hard cutoff. No 6th seat, can't have it. Just that.
    3
  1021. Smarts + experience = wisdom.
    3
  1022. Down 1.14% today. Pretty reasonable.
    3
  1023. Not a Fold, that's just the case.
    3
  1024. You can just say you've never traded a car in before. No one will think less of you or call you PATHETIC.
    3
  1025. Megapack is not part of the Semi program. If you don't stay focused you're going to miss a lot of things.
    3
  1026. It better be considering how much more it costs to build.
    3
  1027. Even the simplest elements have so much thought put into them.
    3
  1028. Single handedly!
    3
  1029. We'll see, bit I'm skeptical.
    3
  1030. They don't have humans involved. It works great when people are stealing TV shows, but there are no safeguards against willful bad actors. What's YouTube going to do, ban Univision?
    3
  1031. That's a 20% gain. Still solid, and the US is one of the worse performing growth markets.
    3
  1032. The sheer anger was a bit unexpected, but the biggest backlash was from the Babylon Bee video. The literal threats of harm to me and my family forced me to shelve the remainder of that series, even though it was already recorded and mostly edited. What's disappointing is that this video, which is hopeful, factual and as well put together as anything on the channel, has absolutely fizzled. The small number of viewers seem to like it, but it's just not getting views. The channel is just too small to put outsized efforts into topics that don't resonate with viewers, no matter how passionately I feel about them. The Tesla Bot video is already written, and it's too good not to finish. So that's still going to happen, but we'll see if it's the second, or the final installment. :|
    3
  1033. There's some rounding in there. No matter when the exterior finishes, you still have to add 4-5 months to that to get production. August is a tad unlikely for anything beyond trial production, I think.
    3
  1034. The editor does title and thumbnail A/B testing. These are what people choose to watch.
    3
  1035. That's what I do on Uber when I need more than 3 seats. Works exactly like that.
    3
  1036. If they estimated it themselves or pulled it from a permit, they'd have said so. They didn't. They simply presented an unknown as fact. Nobody else has been measuring the square footage. I know because this is precisely the area of my expertise.
    3
  1037. I wouldn't invest in Uber. I've seen too many examples of corporate incompetence.
    3
  1038. He doesn't take my calls.
    3
  1039. Fair enough! I should look back to see how we each did in Q4.
    3
  1040. She does that. It's kinda her trademark. Sorry bro. :(
    3
  1041. The tech isn't worth the price of the company though. If it had those specs AND was designed for manufacturability, it would be worth something. Until it reaches that point, it's still a Formula-E drivetrain inappropriately stuffed into a consumer product. That's a warranty nightmare, as Lucid is discovering.
    3
  1042. Wait, you're trying to push the errors of hype channels on ME? There are guys who made a mint pushing nonsense, but that wasn't me. I know there's good money in that, but I don't engage in it I get that it's easier to attack the wrong target, but it doesn't make sense.
    3
  1043. Haven't seen it mentioned in the news, and I don't have sources that would be able to confirm it.
    3
  1044. You really gotta step back and rethink the whole thing to understand the approach, and it sounds like you have.
    3
  1045. You're right and you're right. ;)
    3
  1046. My thought is no. My thought is the limit would be imagination.
    3
  1047. That's a very good point.
    3
  1048. That's great to hear. Mine got a third of the way to the door and lost connection. Had to run out and unblock traffic in the parking lot.
    3
  1049. Do those really need to be preserved though? ;)
    3
  1050. Scary stuff!
    3
  1051. Lordy bud, you should check your sources before you post such stuff. Sub ideal. Doesn't reflect well on you as the mouthpiece.
    3
  1052. It's not difficult. It wouldn't be much bother at all. It's a financial decision. I can see both sides of it. As an investor, I get it, but I think it's pretty terrible for owners, especially those who paid for it, used their car's entire reasonable lifespan, and never got it. At least make it transferrable until Level 3 or 4 arrives.
    3
  1053. 2025 will be great, but the old guard is NOT prepared for how they'll be disrupted by these energy services by 2030.
    3
  1054. You have to look at the breakdown by model. Model 3 sales are as good as ever. It was only the Model Y that was down because the line was retooling.
    3
  1055. Public speaking is hard. Even people who are good at it had to practice.
    3
  1056. Must be a regional thing. I've heard it both ways, but apparently both are common: https://www.merriam-webster.com/dictionary/niche
    3
  1057. I think you're right about Austin. SO MUCH grading going on... that could very well be another building. If it is, I'm here for it.
    3
  1058. Right? So much doom and gloom, and for those who bought shares above Friday's closing price (which a lot of people did) they could see the news and some red on their account and think the sky is falling. I just don't see it that way.
    3
  1059.  @marcorodriguez8477  If you mean production within factories, I'd say the new ones will handily beat Fremont, and maybe narrowly beat Shanghai (which is similarly of a new design). If you mean construction on future factories, it's all going to come down to local labor and politics.
    3
  1060. Glad you enjoyed it! Working on our interview now. Will be done today, but not sure where it will slot into the schedule just yet, as your insights are fortunately timeless. :)
    3
  1061. Exactly. I have a house and an IRA, but no amount of going up in value changes how I'm able to live my daily life. Lots of channels like mine were started by folks who were already independently wealthy, or had enough income from their day jobs that it didn't matter. That sadly doesn't describe me.
    3
  1062. They're going to need it for the Boring Tunnels.
    3
  1063. Thanks for the kind words. Berlin is trickier because we don't have a solid understanding of what the factory will cost, nor what it's actual capacity is. It's substantially bigger than Shanghai, so I would expect the fully ramped production to be double that of Shanghai's first phase, but I would also expect the price to be at least double, as in $4B. It's further complicated by the fact that they'll be starting with the Model Y instead of the Model 3, so it's a higher priced model, and with the structural 4680 battery pack, the cost may wind up being lower, with a higher profit per unit. I can run these numbers next year once we start seeing what the factory actually costs, what it's capable of, and what the profit margins look like. Back of the napkin math at this point says it would likewise be about a year to 18-months to pay for itself, before taxes.
    3
  1064. Love them for what they are, but they do not represent reality.
    3
  1065. Tesla doesn't have vast lots to store unsold inventory like a traditional dealership. The most I've seen was about 20, and they were all awaiting delivery.
    3
  1066. That's helpful info, thank you!
    3
  1067. His overviews at the beginning are always worth the watch. I'm one of his patreon supporters. ;)
    3
  1068. Oh yeah, huh? I want to talk to all of them eventually, both on the channel and in person.
    3
  1069. Echt geil!
    3
  1070. This is a discount on future taxes. If they offer these discounts, there will be factories, jobs, and most importantly, new tax revenue. They will net more money by offering a discount. Forget politics, this is a smart business decision.
    3
  1071. It was right there in front of us the whole time!
    3
  1072. Not at all. I could see him as a stock photo model for a reverse mortgage company.
    3
  1073. My motorcycle had that. Not a real reserve tank so much as a switch to an intake valve lower in the tank, but still.
    3
  1074. I will keep that in mind. Seems like something that would be both fun and helpful.
    3
  1075. Glad you enjoyed it
    3
  1076. Tiresome. Take that theory and think it through. Think where the cars would go and what they'd be used for. How they'd become "used" according to the legal definition, and subject to relevant depreciation. It makes no sense. Don't forfeit your place in the discussion by going off the deep end.
    3
  1077. Right? No food or drink for 8 hrs.
    3
  1078. I wonder what careers they'll move on to. If you're capable of taking advantage of strangers, they can make a lot of money. Better money than in any other non-criminal profession.
    3
  1079. I posted that on Twitter a bit ago. $9k+ price cuts across the board. They know what's about to happen.
    3
  1080. Y'all best not be using it without my proper due! ;)
    3
  1081. He's such an asset to this community, but you are too, and I appreciate you both.
    3
  1082. Ah, but you did watch it. And fortunately, you still found a way to make it all about you, so that's not nothing.
    3
  1083. Great suggestion!
    3
  1084. There was so much coverage of the Arcimoto event that I only did a brief interview with Mark Frohnmayer, and another with Sandy Munro, and then a longer interview with Mark a week later. They're all up on the channel already. :)
    3
  1085. The fundamentals have only gotten better over the past year. Cash reserves remain solid, the new factories are on the verge of delivery, the tech is still ahead of the competition and advancing steadily. I'm still very excited as a shareholder.
    3
  1086. @vic321344 It feels like a car on the inside. That's the part most drivers care about.
    3
  1087. Like rebuilding a motor or carburetor I imagine. Take it apart, replace whatever needs replacing, put it back together.
    3
  1088. Plus the convenience. I never think about "how much gas do I have? Do I need to stop and get gas?!?" I know what it's set at, and if I don't know how much charge it has, I just check on my phone.
    3
  1089. It cracked me up that you had to remind the audience that we're all friends. For the curious, Ellie, Herbert, and I have been to a number of Pacific Northwest meetups, and the ribbing is absolutely in good fun, and it helps keep the conversations productive and allows for more exploration and insight.
    3
  1090. They do that to keep the weight of the motor over the wheels, and to prevent losing space to the drive shaft. Neither would apply with an electric motor.
    3
  1091. Meh, you can do better than that.
    3
  1092. That sounds like a good idea.
    3
  1093. 100% yes, but that doesn't stop the sensationalist news. They literally reported that factory construction came to a complete STOP due to the "unpaid" damage deposit. Nonsense, obviously, as the ongoing Berlin drone footage shows, but that doesn't drive clicks. I'm a tad annoyed that I refuse to resort to clickbait, but I just can.. not... do it. The reality is that the German government requires a site remediation bond, which isn't due until next month, and may never actually be due since the final approvals may come in before the deadline. But that doesn't drive clicks, my friend.
    3
  1094. I imagine it will wear a top hat.
    3
  1095. Very cool!
    3
  1096. That's very competitive. Not sure how much they lose selling on those terms but I fear it isn't sustainable.
    3
  1097. My contacts with relevant expertise are limited. I'll need to branch out before the next such event.
    3
  1098. One reason for it is because they are unable to sink deep pilings on which to build, so must instead use a "floating raft" foundation. Apparently sufficiently deep pilings could interfere with the water table.
    3
  1099. I get your meaning, but there's no deeper strategy than trying to get the most accurate numbers possible. I'd rather be over and close, than miss wider to the downside for the benefit of short-term investors and gamblers.
    3
  1100. Even Leaf batteries with their infamous degradation issues (caused by a lack of adequate thermal management) have enjoyed a significant role in stationary storage after their useful life in cars.
    3
  1101. Maybe you're new here, but that's what we've been saying. That's why thr next model is the regular compact. Because all cars will be equally capable... maybe that means none work, or all work, but either way, nobody is left waiting.
    3
  1102. It's also up 9% since the election. Snapshots are fun but you can use them to paint any picture with a stock that moves as much as this.
    3
  1103. 13.2.2. I seldom get the latest builds.
    3
  1104. That improves their odds, but it's no guarantee. You can spend tens of billions and never reach profitability. Getting cars to mass production is a massive challenge.
    3
  1105. @davidbeppler3032 I was ready to question that math too, but no, you're both right. Where I live I pay more like $42 for oil changes, plus the time it takes to deal with them. That puts me at $840 for the 100k, plus at least 30-hours of my life. There are people who defend this as perfectly normal and acceptable. Who would want to forfeit an entire work week just to get oil changes?
    3
  1106. So salty you make Himalayan lamps jealous.
    3
  1107. I think you nailed it on every point.
    3
  1108. Maybe mildly insane? Tough to be sure from the inside. ;)
    3
  1109. Not wrong at all, Andrew. Poor visibility is one thing, but a simple lack of looking out the window is another. I've been on plenty of flights (at certain hours) where all the windows were drawn. You're right that it won't be half the plane (even that is optimistic) or even all the window seats, or even during days and hours where it's visible. Austin-Bergstrom sees 17.3 million passengers per year. 10% would be 1.7 million. Even 2% is 340,000/year, which is 3.4 million over 10 years. I don't know what the actual number will be, but I suspect it will be greater than 2%, which is millions of people either way.
    3
  1110. I think you're right, but I try to avoid clickbait, and I fear I went WAY too far in the other direction this time.
    3
  1111. Laziest troll attempt in months out of you. Step up your game if you don't want to get blocked.
    3
  1112. Was pretty happy with the ones I got in this time. Ryan and I had been hanging out for hours at this point, so we were pretty comfortable joking around. You can't see his reactions because they're off camera, but he was doing his best to play it straight (and so was I, really,) but we were both cracking up.
    3
  1113. Glad you like them!
    3
  1114. It's a tough time to break into the industry.
    3
  1115. It could be, but he's far from the top of the list. EVERY oil company ranks higher, as do most legacy auto companies, and many unions.
    3
  1116. Nio will raise more capital in 2024, resulting in further dilution. Worth reading the financials if you can make the time.
    3
  1117. Seems reasonable.
    3
  1118. Wow, thank you! Much too kind. My theater background may have helped, and I presented a lot of first time home buyer seminars when I was a banker. Mostly what I do is tell stories to my kids, most of whom are now adults, so everything I do I try to be as clear, concise, and engaging as possible, because they are a TOUGH crowd.
    3
  1119. I hadn't enabled it. Didn't realize I needed to. Better tests will be forthcoming.
    3
  1120. That's the spirit!
    3
  1121. I understand that you're hurting, but you're asking the wrong question.
    3
  1122. Very speedy!
    3
  1123. Nor would I, but that's true of most cars. I also wouldn't buy a MegaPack, but I'm glad they're making them.
    3
  1124. I'm in a historic district. My house is covered by the limbs of 100 year old trees it would be illegal to trim, and the roof doesn't face south. I've asked three different installers to bid but they've all politely declined. Frustrating beyond belief.
    3
  1125. When we were still doing the Fastcharging w/ B&B podcast, Bear couldn't stop complaining about the dealerships. He already had a Turo fleet around 40-50 cars, and he'd been to everyone he could find in Arizona, New Mexico, Texas, and really anywhere he traveled. Always looking for a deal, always ready to buy, always getting the same runaround.
    3
  1126. Wouldn't be a bad fit since they could get the LFP cells from China without huge import tariffs.
    3
  1127. It was pretty impressive for sure. I'm not sure I have the best frame of reference because I haven't heard other premium systems, but it was fantastic to me.
    3
  1128. It took China 30 years to reach market parity. I have no doubt Vietnam will be able to produce excellent cars in a lot less time than that. What's far from certain is if Vinfast has sufficient capital to survive long enough to become profitable. A lot of upstart EV companies are facing this exact issue regardless of how good their cars are.
    3
  1129. Your AI wizardry has failed you again. I love how you bounce between them to find the worst responses, it's almost charming. I paid nothing. At least 6 rides, zero pay. Just included in the convention hall pass. Go look up what a taxi ride from the airport to the convention center would be It's $23-28 before the tip, and you WILL give them a tip, or those crazy jackals will assault you. They're lunatics.
    3
  1130. Upgrading existing users is always easier than getting a user to fork over money the first time.
    3
  1131. The mandates are a slam dunk in some countries. China has the political power to simply make it happen, and the EU has a ton of charging infrastructure, plus domestic automakers already ramping to meet those timelines. The only way I see the deadlines being extended is if, like you say, production is unable to ramp to meet the demand. Jordan Giesige at The Limiting Factor makes a good case why battery minerals may not be able to increase fast enough, but that's more for NCA (high nickel) batteries than LFP chemistry, which is made with common and abundant materials. We know Europe, the US, and China are all building a lot of truly massive battery factories, so the transition appears to be on pace.
    3
  1132. I suspected lemon juice or potatoes, but you might be right.
    3
  1133. I'm not a betting man, but in this case I'd put money that the estimates from Rob or me are closer than what Wall Street is suggesting.
    3
  1134. Nifedipine, in no small part thanks to reading the comments. ;)
    3
  1135. No doubt!
    3
  1136. Perfectly ridiculous and I love it.
    3
  1137. Shanghai Teslas use LG batteries. It was only the Bolt that had that problem. Seems like there was a disconnect between GM and LG engineers.
    3
  1138. Those are delivery centers. Those cars are awaiting pickup by customers. You can see what cars are available in inventory for immediate delivery on Tesla's website, but there are rarely more than 2-3 Model 3/Y in any given tri-state area.
    3
  1139. Not only do those get huge views, people WANT to watch them.
    3
  1140. I wish! I thought that a year ago, but no dice. If the channel keeps growing I'll order a CyberTruck, but we'll have to wait and see. Gotta pump up my rookie numbers first. ;)
    3
  1141. When they reach the top of the hill full, do they refine the ore there, or move it down the mountain to a refinery? That's the part of the process we're talking about. Not the buckets so much as the whole truck or trainloads.
    3
  1142. This was the editor's first time doing one of these live shows, and we ran out of time. :(
    3
  1143. That ruins the experience. They need to present all-in costs.
    3
  1144. There is no frunk. :(
    3
  1145. No one believes you.
    3
  1146. At least the case 20 years ago was that they would make mostly cosmetic changes and increase the price roughly in line within inflation. While the sticker price was higher, it was still going to be a slightly better value due to ongoing improvements within the platform. Of course what buyers actually pay for a car is entirely detached from the MSRP when it comes to legacy auto, but still worth noting.
    3
  1147. Wait, are you telling me that JUST because Tesla is supply constrained and JUST unleashed Giga Shanghai Phase 2 they're going to be moving some serious units? Why, to do such a crazy thing they'd need to have 30,000 pre-orders! What's that you say? They already have 100,000 for just the Model Y in one single market... well, okay, but the 'splody cars are coming back big in the summer, buddy. Trust me on that! /s
    3
  1148. @pedipedi9559 Other trucks are not rounded for safety. They're rounded for aerodynamics, and stamped (curved and creased) to keep the panels from wobbling at highway speeds.
    3
  1149. "Promising".
    3
  1150. Leadership is disconnected, and that's the problem.
    3
  1151. @robwilliams4253 They haven't achieved anything until the strike is over. The real test is 2030. If history is any guide, the Midwest is unlikely to fare well from this.
    3
  1152. She did it! She electrified Giga Texas. :(
    3
  1153. Appreciate the clarification, William. That was the term Joe used and I accepted it without thinking about it. As Sandy Munro said, even rocks will burn if you apply enough heat.
    3
  1154. @N. Bruce Nelson I would actually agree with this. Tesla needed endless billions to reach mass production. This will be expensive, but nowhere close to that. I also didn't invest in Tesla that early on.
    3
  1155. Glad you enjoyed it!
    3
  1156. This was at the end of the 3-day event. We were very tired.
    3
  1157. I don't think they're lying. When we asked questions they didn't want to answer, they just told us they couldn't share that.
    3
  1158. I appreciate that!
    3
  1159. That was my take when it first came out. I didn't give it much thought, but morning my comments were flooded with people who saw it, mistook it for a real, scientific test, and felt the conclusions were unshakeable. It wasn't something I wanted to respond to, or thought I'd have to, but non-technical people (which are most people, really,) didn't understand the fundamental errors in methodology required to achieve these results.
    3
  1160. It says Oct-Nov. Suspect I'll get news tomorrow.
    3
  1161.  @slicksalmon6948  I don't remember who it was, might have been you, that pointed it out to me recently. I wasn't aware, but reports I found on Google agreed. Unfortunate. Something worth addressing for Tesla.
    3
  1162. A lot of folks are going to miss the boat.
    3
  1163. @RunQC People said that in 2019 too.
    3
  1164. Can't wait.
    3
  1165. Without a doubt. We already look back on some of the silly mistakes that are long gone.
    3
  1166. Think of it like computers in the 00s, or cell phones today. There will always be a better one just around the corner, so at some point you need to just jump in. Either it makes sense now or you need to wair.
    3
  1167. I ran some numbers on another reply, but you're right. Let me paste them here too. You can swap 15 batteries in an hour, but can you also charge 15 batteries in an hour? If each station only has one stall for the swap, that 4-minutes is slower than a charging station that takes 30-minutes, but has 8 open stalls. This would work great on off-peak times, but over a busy holiday travel weekend, 4 cars ahead of you means it would be quicker to just fast-charge somewhere else. They already had 1,200 swap stations as of last year, with another 1,000 announced, plus whatever number was built in between. At a minimum, that's 2,200 locations with 21 batteries on stand-by, so 46,000 spare batteries. That's $500m-1b in capital tied up for very limited benefit, and 46,000 cars they can't build.
    3
  1168. Without a doubt!
    3
  1169. Is he though? Directionally wrong, velocity wrong, magnitude desperately wrong. That's seems like a tri-fecta of junk.
    3
  1170. Doesn't hurt my feelings too much. If you'd said it the other way around I'd question your sanity and/or honesty.
    3
  1171. Maybe so.
    3
  1172. Fantastico!
    3
  1173. It's constant work.
    3
  1174.  @krisztianschneider4633  My Nissan is a 2016 and was about $40k new. It has irregular gaps and plenty of issues with fit and finish that I'd have never noticed, were it not for all the tiny complaints about Tesla.
    3
  1175. Correct! It wasn't the car that was a mess, but the execution of the program more generally. 18650 batteries were already in use commercially when the EV1 was canceled. GM has all the pieces to build something like the Roadster, but just didn't.
    3
  1176. Giga Shanghai is factory 2.0. Berlin and Texas should be 3.0. Giga Nexts will be 3.5 at worst, which is why I assume we haven't seen any developments on those fronts.
    3
  1177. Well said!
    3
  1178. And other former colonial nations, but it's in Tacoma, Washington in the US of A. Bit of a head scratcher, but I have a few ideas I may publish soon.
    3
  1179. Might not be a great seller in the US, but I could see it moving serious units in Asia, Europe, and likely Mexico. All of those countries HAVE small trucks.
    3
  1180. That's an easy fix. That or just two separate packs.
    3
  1181. That's the most difficult common scale to make. ;)
    3
  1182. I think you spelled "seconds" wrong.
    3
  1183. Thanks for watching!
    3
  1184. India is still developing. Canada's growth will be in the single digits.
    3
  1185. You can almost hear me giggle. Took 3 tries to get through that one.
    3
  1186. The increase in floor area framed up from last week to this week. The steel being erected in the NW and SW areas are multi-floor and going up quickly, so the floor space has increased 7% since the previous week's count.
    3
  1187. Coming soon!
    3
  1188. They have megaphones ten times larger than mine. There's a certain perverse incentive that makes bad analysis spread on the weight of its sensationalism. I don't know how to compete with that. I long thought having better numbers and better analysis would be enough, but it just isn't.
    3
  1189. Absolutely. Also people don't seem to understand that the majority of European roads are wide and modern. Easy mistake to make if you've only visited charming medieval villages.
    3
  1190. As the prophesy foretold! If you're a time traveler, we should talk. Or really, just at all.
    3
  1191. I made that joke on ther plane. The flight attendant said it was the first original joke she'd ever heard at work.
    3
  1192. It's honest work.😉 It's not for everyone, but the long-timers enjoy it. Many of them only found the channel from the trackers. Besides, on a long enough time scale, everything becomes irrelevant.
    3
  1193. For such a young product line, the reviews are awfully good. It's very encouraging.
    3
  1194. These were 6kW. Slow, but each one is a dedicated, reserved spot for a single unit.
    3
  1195. When your margins are negative, the easiest way to lose less money is to sell fewer vehicles. Hopefully that isn't where they are today, because that's a death spiral.
    3
  1196. I only realized that while I was editing. :(
    3
  1197. We upload 3 thumbnails for every video and YouTube tests them. I have no control over which thumbnails viewers choose to click.
    3
  1198. More to come!
    3
  1199. That's a brilliant idea. Truck 26 always stops here at 11:06an, but is stuck behind an accident with a 41 minute delay. Let's swap their spot with someone else to keep utilization high.
    3
  1200. Whoever told you these things, trusting that you would believe them, doesn't have a very high opinion of you. I have more faith in you than that. I'm sure you're joking. Others might not be convinced. Probably best to keep the kooky silliness to yourself.
    3
  1201. I never said anything about the stock. 47.4% of people betting it all on black doubled their money last week. Doesn't mean much. I don't offer short term advice. If your goal is to trade on weekly swings, you're not going to find benefit in this channel. Nothing has changed in Lucid's engineering or execution. That's the key to long term survival. The cash burn is problematic because sooner or later, you'll run out of other people's money to spend.
    3
  1202. Just saw that.
    3
  1203. Ah yes, famous Italian-American actor Iron Eyes Cody. How could I forget!
    3
  1204. Everything they allege was public information all along. Why did they wait years to do this?
    3
  1205. True for the rear seat. The front ones are effortless to use if you know they exist.
    3
  1206. I was also surprised by his low acceptance rate.
    3
  1207. Not many, surely. Can't imagine the serious offroad crowd is all that big.
    3
  1208. I suspect if that was coming, the supply chain would be all a'buzz about it. That's a big deal and there would be dozens (hundreds?) of suppliers who would have been working on it. I'll make some calls later today and see if anyone has heard anything.
    3
  1209. If the objective is to maximize revenue while still selling every unit they can, this is the best way I can think of to do it.
    3
  1210. Do I not push back against Randy when he's going off the deep end? If I don't show it, how can we know where the line is?
    3
  1211. Of course! Somehow "I prefer blinker stalks over wheel buttons" is the same as "my transmission went out in the first month".
    3
  1212. This was A/B/C tested, and if you're seeing this one, it means it was the one most viewers found worthy of a click.
    3
  1213. That's really kind of you to say. It's been a lot longer road than I bargained for. Back when I started I thought having high quality information would be enough. Nobody had made thousands of videos back then, and everyone who got past a few hundred was ridiculously successful. The space has gotten a lot more crowded. I'm among the few who actually get out of the studio, and while those videos seldom perform better, they are critical for me to meet the real experts and gather the first-hand knowledge. I appreciate you guys sticking around for all of it.
    3
  1214. Ford had a similar recall. Where's the outrage?
    3
  1215. Just this week I closed my position in QQQ and bought another 36 shares of Tesla. It is a literal expression of my personal belief that Tesla will outperform the market.
    3
  1216. @Todd Morgan I think so too. The stock was "worth" twice as much in January, and the financials have only improved since then.
    3
  1217. This is more of a conversation than an interview.
    3
  1218. You on the wrong video?
    3
  1219. I could have explained myself more eloquently.
    3
  1220. Odd how many people here are angry at your wife for having an opinion. All humans do. People aren't always analytical with their selection of cars, and some things hit more personally to some than others.
    3
  1221. Without naming names, there are some channels that focus on the negative because that's how they get their clicks and make their money. I've seen a few that are just poorly informed, but some of them are outright deceptive. There's no way they could do the amount of research they did without knowing full well that they were lying. Unfortunately, those with the juiciest lies get the most clicks. At times in my life I've wondered how successful I could be if I was willing to just lie and make people dumber. Sadly, the answer is pretty clear. I would be more successful. I'm just not comfortable mortgaging my soul like that. I guess they were raised differently than me.
    3
  1222. And I'm here for it!
    3
  1223. The other replies are pretty much right on the money. GigaCastings have a high up-front cost, which takes significant time (and units) to amortize. If you're only going to build in small numbers, a GigaCasting is likely to never make sense, much like how robots don't make sense if you're only making a few dozen. What I heard him saying is that the Model Y GigaCastings already introduce enough savings to make it almost as cheap as the Model 3, despite it using significantly more material to produce. Once the Model 3 incorporates those efficiencies, it will again be the clearly cheaper car to build. Hope that helps.
    3
  1224. When a comedian sits down at a piano to play a funny song, are we not allowed to analyze the music? John's medium is news, and we're absolutely able to assess his accuracy and honesty in that department.
    3
  1225. @AkweliParker You're talking about AP1, which was a MobileEye system. Note that a situation like that hasn't happened since then despite tens of billions of miles driven across AP and FSD.
    3
  1226. You buy a lot of precision battery manufacturing equipment? You won't boycott this company because you're not a customer, and you won't boycott the companies they supply because you have no idea who uses it, and for what.
    3
  1227. If it was real, she'd have said which university, and if she was real, she'd use her last name. Authors always want credit.
    3
  1228. I saw that video as well. I was shocked to see the Rivian at 7,000 pounds. That robs it of a lot of its functionality as a work truck.
    3
  1229. These guys got it.
    3
  1230. I plan to, thanks!
    3
  1231. Thanks 👍
    3
  1232. Also an extra day of production!
    3
  1233. I'll be there.
    3
  1234. Absolutely true and it isn't even close. What's less clear is how well any of the companies manage the data. If you're throwing out 99% of it, you can get by with 100x less of it.
    3
  1235. That is EXACTLY what it is.
    3
  1236. I find these things fascinating, and I always try to make the kind of content I want to see more of.
    3
  1237. Great comment! I'd take the other side of it though and say single-purpose bots (arms) are better at awkward tasks, and that anything a human would find uncomfortable would also slow down a humanoid bot. I'm confident unboxed is coming with this model because of the Investor Day presentation. Looks like we'll have our answer soon enough, maybe even by the end of the year!
    3
  1238. It's a balancing act. Different people respond differently to different types of questions. For some, you have to ask a brilliant question, while others won't dish unless you ask something so staggeringly silly they can't help but set you straight. As long as we get the answer, the actual question isn't the important part.
    3
  1239. EVER?!? Come on, man. At least try to pretend you're keeping it real.
    3
  1240. Do you imagine those were things he had control over?
    3
  1241. I've ridden one, so I get it in ways that can be harder to understand without first hand experience. That's the first element. The bigger bit is that they have more orders than they can fill, suggesting that it's reaching an unmet market segment. I have no personal desire to own a Segway, one-wheel, hoverboard, or scooter, but I can understand why others feel differently. I'd also never buy a Jeep or a helicopter, but those have endless fans as well.
    3
  1242. YES! There's a myth that you can't ship power, but sending it 1,000 miles only drops it by a few percent. The sun isn't always shining, and the win isn't always blowing HERE, but it is SOMEWHERE within 1,000 miles of here. Great points!
    3
  1243. Well put.
    3
  1244. Nope. They are keeping that extremely under wraps.
    3
  1245. I was fortunate enough to be connected to him by a viewer.
    3
  1246. Or plug in while they're at a work station.
    3
  1247. I give the straight facts. If you watched this and didn't understand it, that's on you, but if you think I don't present the other side of the story, I have to question if you've ever even seen a video on this channel before. I show when FSD doesn't work. I discuss the strengths of all the other brands I can get my hands on. I even tackle the brand damage issue head on, and you're acting like I'm a cheerleader? I'm not here to blindly worship, nor blindly bash. My eyes are wide open. Are yours?
    3
  1248. Why stop there? Do octomotor with inboard and outboard on every wheel!
    3
  1249. The link I showed suggested $60,000 in maintenance over the first handful of years... yikes!
    3
  1250. Have you seen how fast the expansion in Shanghai is moving? At the south end of the site they're expanding where there used to be a small steel building, and it's going up ridiculously fast.
    3
  1251. This is an old video. Account was hacked today. YouTube restored it by publishing everything as if it was brand new.
    3
  1252. When have I expressed patience with politicians?
    3
  1253.  @gohansaru7821  Yet somehow you knew exactly what was meant.
    3
  1254.  @TomUlcak  If your hobby is getting offended on behalf of other people, you should expand your horizons.
    3
  1255. I think that's why they haven't done it.
    3
  1256. Most departments don't run cruisers 24/7, and very few cruisers run more than a couple hundred miles a day. This means they can charge it during shift changes or breaks while still running 3-shifts, or just plug it in overnight. Whether it's gas or electric, if you're running low during a chase, you're not going to have time to top it off. The biggest waste I've seen is during crowd control situations where cruisers are parked while idling for the entire shift. You'll burn a half-gallon per hour (2 liters) or 12-gallons a day. An EV "idling" only consumes the juice needed to keep the electronics and climate control running. An EV can run in that situation for literal days for a fraction of that cost.
    3
  1257. Thanks for the info! I was pretty surprised too, which is why I wanted to highlight it. I knew it wasn't a structural pack (as sure as one can be,) but the front stampings caught be off guard.
    3
  1258. The progress with the paving is indeed moving very quickly, as we can see from yesterday's updates. It's less like the icing on the cake, that does take a lot of time, but the box the cake goes in, which is trivial compared to the rest of the process.
    3
  1259. It wasn't easy.🫣
    3
  1260. Small motors are cheaper, and we saw they may even make it without rare earth materials. Both would absolutely reduce the power.
    3
  1261. Doot doot doodle oodle oot doot doot do do!
    3
  1262. Oh I see tons of headroom. They'll keep growing as a car company, but that's just the excitement, not the value. The value is in all the other things they do. That's where I hope to see multi-baggers again.
    3
  1263. That's the type of person I try to be.
    3
  1264. Genesis 2:7 says that God calls on us to be stewards of his creation. We are failing that task. If you believe the Bible is the word of God, it is incumbent on you to behave accordingly. If you do not believe the Bible, then listen to the scientists who have been sounding the alarms for decades about our destructive ways.
    3
  1265. I'm increasingly of the belief that such an event would impact other car markers even more so.
    3
  1266. Too rare to justify the weight.
    3
  1267. Oh a very weird comment.
    3
  1268. There are easily 50 companies in China more serious than Lucid is in the US. They are agile, hungry for market share, and will be dominating the world auto market in the next 10 years the way Japan did in the 80s and 90s, but with a vastly bigger workforce and access to resources. If an automaker isn't afraid of Chinese manufacturers today, they aren't serious, and their executives assume they'll be retired before the avalanches reaches their camp.
    3
  1269. When they offer an open house, it's going to be the hottest ticket in town. I'm really hoping I'll be able to get one, but if I have to cover the event from outside, I'll still do it.
    3
  1270. Not yet, but I imagine I will. They're neatly arranged so it will be easy to count them as they fill out more.
    3
  1271. Haven't seen it in person, but if that's how you keep overhead low, you gotta do it.
    3
  1272. Awesome! Thank you for the feedback.
    3
  1273. Wow, thank you!
    3
  1274. Shawn's objective is to enrich Shawn. If you support him, your objective is to enrich Shawn too. If you're underpaid today, it's because the UAW gave you a bad contract. You're mad at the wrong people.
    3
  1275. Sitting through green lights without moving is BS, I agree. V12 should be loads better, so I'll cover that too.
    3
  1276. Glad you liked it!
    3
  1277. For the very bottom edge of a living.
    3
  1278. Entirely accidental, but I'll take it!
    3
  1279. You're semi-welcome.
    3
  1280. The channel I'm talking about (www.YouTube.com/glossynews) has hundreds of videos published over 9+ years, but this month, apparently, I'm no longer worthy, which is regrettable. I'd call it insane, but it isn't. It's a simple business decision for them. They've jacked over millions of channels in exactly this way without recourse, so why would they stop?
    3
  1281. Glad it was helpful!
    3
  1282. In Shanghai, the exterior was essentially complete about 60-days before the first test models were produced. It was about 4-months until customer deliveries were ready.
    3
  1283. Full steam ahead... no wait, that doesn't work either.
    3
  1284. Oh that's great!
    3
  1285. The English language comes down to how it's used. Plenty use motor for both.
    3
  1286. Not profitably, it seems.
    3
  1287. Have to avoid the echo chamber.
    3
  1288. The other way to frame it is that we know the mine has a trillion worth of gold, so does it really make that big a difference if we get it by 2028 vs 2031? I've had people say our projections for 2030 are too optimistic, and that they're "more like ten years out!" Um... okay? So it's a trillion dollar situation three years later than expected. That's fantastic news to me!
    3
  1289. Right?!
    3
  1290. Beep boop, but why? What is the purpose of this bot?
    3
  1291. @Zorkmid123 The warranty is meaningless if the company won't be around to honor it. A warranty that long on a new technology is not meaningful. It doesn't tell us the tech is that good, only that they'll fix it when it isn't.
    3
  1292. I appreciate that. It doesn't pay well, but I can sleep at night.
    3
  1293. Beyond my scope of understanding, but it sounds right to me.
    3
  1294. Gali has 5x the subscribers I have. He's a legacy Tesla Tuber from back when there were only a few options. The thumbnails are A/B/C tested, and YouTube picks whichever one people click. We always do a mellow, medium, and extreme one, and if you're only seeing the clickbait ones, that's because it's what people click. I'd LOVE to be mellow and do my own thing but it DOES... NOT... WORK! I made a review of Fisker Ocean where the thumbnail just said review, and it TANKED. I changed it to something funny and evocative and it blew up to #1 for the month. People complained it was too clickbaity and that I didn't need to do that, but clearly I did because they only watched it AFTER it was changed. It would be great if human nature didn't require a cynical approach, but I have bills to pay.
    3
  1295. I can't wait to see the answer.
    3
  1296. We love John, he's a real genius.
    3
  1297. @sennaha There is no free lunch. Have you asked yourself how a system that costs more money to build and operate can save the customer money? If the customer is saving money because of swaps, it's only because the company is losing money. And they are absolutely losing money. Boatloads of it. Well over a billion a month.
    3
  1298. Exciting times.
    3
  1299. If you're going to lie and be so sour, can you try to do it without also being obscene and ghoulish?
    3
  1300. Yes it was!
    3
  1301. It's what I have. When they push my update, I'll review v12.
    3
  1302. I can't imagine how long that took to type between laugh breaks.
    3
  1303. It isn't. It's front wheel drive. The wheel sizes are about efficiency, not traction.
    3
  1304. They'll enjoy a pretty long runway thanks to long haul flights, but with a billion cars switching to star juice, it's not going to keep them in the lifestyle they're accustomed to.
    3
  1305. Those would be legit reasons to be upset. I don't know of a car that fits that description, certainly not Tesla.
    3
  1306. Naw, you'll be interested when you experience a handful of flawless drives. Lidar is no silver bullet.
    3
  1307. That is surprisingly difficult information to find! I also tried researching "how many replaced under warranty" without finding good data.
    3
  1308. Might not be a survivable coma.
    3
  1309. It really doesn't get the credit it deserves.
    3
  1310. Upset by what? This is the site. I went to survey it in person. I'm the first Tesla analyst to actually get on the plane. I'm getting the insights nobody else has.
    3
  1311. Vinfast is doomed, my guy. I'm not always right about winners, but I've never been wrong about losers. Vinfast will need to raise at least $5b to make it to the next level.
    3
  1312. @hanswitvliet8188 That's already been happening since the dawn of the industrial age. The farm tractor replaced dozens of humans, and the combine harvester replaced hundreds. The telegraph replaced Pony Express. Personal computers replaced secretaries. We're already seeing creative tasks like writing and graphic design being replaced by computers, but the rampant unemployment we've always seen predicted has again failed to materialize. We still have a worker shortage. Production is already being done largely by robots. If you go into a small factory in China where even 20 years ago you'd have seen a swarm of workers, they're largely automated. There are two tasks I use bots for on this channel. One is thumbnail graphics, and the other is the creation of my YouTube Shorts videos. Those were not tasks previously done by humans because the budget around here is insufficient to even cover me. The result isn't less employment, but better quality for the same amount of hours invested. I would buy a bot to do a whole lot of tasks that I would never pay a human to do. Some of them are too expensive, some are too tedious, and some are too awkward. I'd never ask a stranger to do my housework for any price. But a bot? Absolutely.
    3
  1313. I found the door aperture on the Lucid much too tight, and I'm not even remotely tall. The Plaid was easy to get in and out of. Would be interesting to measure them both and compare.
    3
  1314. "Died" is a bit hyperbolic for the kinds of growth other companies would kill to see, but I agree that we may see some really tremendous growth as new factories come online.
    3
  1315. Clickbait is so pervasive that it would be quicker to track the headlines that avoid it. Publishers understand human nature and almost universally design their content around it.
    3
  1316. Hard to argue with that, I think.
    3
  1317. TRY? Oh man, why you gotta go breaking my heart like that!😉
    3
  1318. She's used to my shenanigans.
    3
  1319. Love it.
    3
  1320. That's a good idea.
    3
  1321. No one. Literally no one at all.
    3
  1322. It is very surprising that they're not south-facing and I have yet to hear a good reason for it.
    3
  1323. Definitely smart to punish me for it, even though I'm the only publisher I know of willing to address it head on.
    3
  1324. The only truckers who talk smack are the ones who realize their career is in danger. Anyone who's driven one get it. It's a whole new game.
    3
  1325. @Mark Holland I can see both sides of this debate. Selling 2M cars at $50k+ might be a tough road, though there's plenty of demand at least for now. As supply costs normalize and production cost drops, it will leave room to reduce the sale price to increase the addressable market without sacrificing margins. The biggest looming disruption I see is the wide release of FSD which will be a massive profit center. I could see Tesla prioritizing sales to buyers willing to spring for FSD, effectively pricing a lot of would-be buyers out for the short term.
    3
  1326. Deserves metioning.
    3
  1327. I sold some shares at $1,200 pre-split... what a mistake that was. :(
    3
  1328. Have people forgotten how large the US is?
    3
  1329. There were a lot of folks being patriotic and rooting for the home team.
    3
  1330. The financials on delivery vans isn't clear. They're likely losing money more slowly on those. If they were margin positive we'd see the ramp get serious.
    3
  1331. Did you not watch the video? I address that directly, and at length.
    3
  1332. I speculated that's what we'd see before the AI Day, but yes, I think it's a great idea.
    3
  1333. Don't know if you've seen Joe Tegtmeyer's tweet today. His insider says they have already been making vehicles which are stored inside, with additional units out of state for testing. Very exciting if true, and the timeline fits with what we've seen. Thanks for your question and I'm glad the answer was satisfactory.
    3
  1334. That's a good point. They do always seem to have their eye on every piece of the puzzle.
    3
  1335. I really do appreciate these simple messages. Even when I see them on other Tesla channels it cheers me up. ;)
    3
  1336. And they never stop pushing forward.
    3
  1337. Fingers crossed!
    3
  1338. More to come!
    3
  1339. That's what it all comes down to. There are cheaper cars out there. Keeping the van would have been the cheapest of all. But safety? Gotta do the grownup thing.
    3
  1340. I mean, right? Short of a full animation team, how could I have better explained it? And even with one, what better way to express it than with a comparable simplicity?
    3
  1341. It's either real money or it isn't.
    3
  1342. I think it's fair to mention that Tesla had a very good idea of what would be needed to get approvals in Austin, and that Austin seems highly motivated to keep things moving forward. When it comes to a former open-pit mining site, the environmental concerns are lesser than if you were just mowing down some pristine land. They're already ankle deep in the ass-kicking, and I see no reason it won't continue, perhaps even to the knee... too far?
    3
  1343. Will be interesting to see.
    3
  1344. The auto industry is small enough that people routinely change companies, and the EV industry is that much smaller still. I have more faith that they'll reach some level of production by hiring people with experience than when they if they were to hire someone whose only business experience was, say, paving driveways in Hawaii. ;)
    3
  1345. Literally the opposite. Would you prefer me to put a Cybertruck in the thumbnail?
    3
  1346. It's killin' me, since the sensationalist stuff goes viral every day, but it's just who I am. :/
    3
  1347. You rock!
    3
  1348. This is an old video. Account was hacked today. YouTube restored it by publishing everything as if it was brand new.
    3
  1349. I think the 3D printing speed would be inadequate to match the expected to production rate.
    3
  1350. They often deploy them along I-5 at Christmas and Thanksgiving, and I-15 for New Years. Those corridors get busy, and having the ability to juice just a few more cars can make all the difference.
    3
  1351. Well done!
    3
  1352. America was not in danger.
    3
  1353. Possible for sure.
    3
  1354. That's not how that works. Whatever concerns she had a decade ago were either addressed or irrelevant. That's why we never saw the issue result in an accident despite millions of sales.
    3
  1355. The battery may last, but everything else will fall apart. A new one will cost less than a ship of Theseus.
    3
  1356. Those are clearly dishonest videos. Unfortunate if they're getting a lot of views.
    3
  1357. @David Black "Ad Hominem attacks are the surest sign of a losing argument." Then maybe stop doing that. Rise above it, man. You're getting pushback because even when you're right (I am also under the impression that there's only one functional CyberTruck,) you default to hostility. When the facts are on your side, just cite it and be done. Life's too short to argue with strangers. :/
    3
  1358. That was the frustration I tried to share in the video. You are not alone, and I've met a few who are in your exact boat. A brilliant, high margin product is meaningless if you can't sell more than ten of them. :(
    3
  1359. Have to agree. Considering the cubic space you get even with a Model Y, it feels hard to justify the extra utility of a pickup truck, especially a full-size model.
    3
  1360. It's very cold. I'm not in the house, but the garage. It's a very big space to heat.
    3
  1361. China is a net importer of food, and they have almost no domestic fertilizer production. A sea blockade would cause widespread famine.
    3
  1362. Great insight, thank you for sharing!
    3
  1363. I'm aware of them. Bear still spreads optimism, which I disagree with. There's no value in trying to convince him otherwise, so I just focused on the battery part of the company. Anyhow you slice it, they have problems.
    3
  1364.  @ArturoGarzaID  PLANES?!? You need to look into the volumetric density and the difficulty it presents in storage.
    3
  1365.  @rathje04  Texas is the obvious choice for both space and talent, but there's nothing special needed to build them. They're not especially heavier per wheel. Look up How It's Made for RVs or buses or semis. Whichever one is available, you'll see it's just a regular old factory.
    3
  1366. I just Googled it and saw a number of interesting renders of what that could look like. That's certainly going to be a top feature needed, so I would be surprised if there aren't a handful of options available pretty quickly.
    3
  1367. I did manage to get some great content on the trip. There's a whole lot more still to come.
    3
  1368. Such courtesy! And honestly, I don't think it's slowing down the progress. At least not at this time of year. It may even expedite completion. We'll see.
    3
  1369. Is it worth $12k? Or $200/month? Those are still big bucks to me.
    3
  1370. That's exactly it. You can't sell infinite cars for double the average car price. You have to gain cost efficiencies and use them to lower prices.
    3
  1371. Not instead, but in addition. We know in Shanghai they managed to build one of the cars on the other line, though off the top of my head I don't recall which it was. I think maybe they built some 3s on the Y line to match demand in Q4. Considering demand for both models is insatiable, I suspect they did this to validate that it could be done so that they would have the flexibility of having a mixed 3/Y line in Texas and/or Berlin. If that could be done without much disruption, it would be a lot cheaper than importing them from Shanghai to Europe (both in shipping costs and import tariffs,) and Model 3 demand is likely to explode again once fleets beyond Hertz wake up to the advantages.
    3
  1372. Seems reasonable to me. That's millions of people. We could blame it on low adoption rates, but I could just as easily blame that on a lack of service centers.
    3
  1373. Many of them are under the mistaken impression that the end of EV credits for Tesla in 2019 had no impact on consumer demand, but that was when demand still significantly out-stripped the supply, and then we had COVID where all the legacy car companies tripped over their own sacks. We've been sitting on excess factory capacity since Texas and Berlin first ramped. If Tesla had more buyers, they'd be able to sell more cars.
    3
  1374. Si
    3
  1375. You'd be surprised how many people have unsubscribed from the channel in the last two hours. :(
    3
  1376. You just proved the point though. Nothing has changed.
    3
  1377. Saw that one. Business Insider is saying that Uber is ahead of Tesla... what? Not even the same game.
    3
  1378. Sorry to hear that
    3
  1379. I watch all of them, so I know where there's new ground to cover.
    3
  1380. They have the Bolt, which is affordable for most new car buyers. It's just not compelling enough to get much traction.
    3
  1381. You bet! Thanks for all the insights.
    3
  1382. Agree completely, and I haven't seen any Wall Street big brains giving it more than a token weighting in their models. They think it's going to sell in the 50-150k/year range, and most of them aren't even including that in their models.
    3
  1383. I think you're right.
    3
  1384. Well, yeah.
    3
  1385. Totally fair. I thought that as well. https://www.youtube.com/watch?v=9pTpPPtZY8Q
    3
  1386. The other execs have got to be sweating bullets.
    3
  1387. I'm not convinced any of them would be worth the pricetag, considering Tesla's direction is quite a bit different.
    3
  1388. Both of these factors are definitely going to help. Dealerships are as arcane as the gasoline engines they love to sell. It's never a pleasant experience. The troubles I've read about Service Centers are no match for the sheer misery of buying from a dealership.
    3
  1389. Glad you liked it!
    3
  1390. We suspect so, but will know more soon.
    3
  1391. This may prove correct, but bear in mind that Berlin has tons of interior concrete walls.
    3
  1392. You did research, but you still somehow think the process is ANYTHING like a traditional dealership? Very strange. It's not a sales process, or even financing. All that you do yourself before you schedule pickup. You just show your ID, sign, and you're done.
    3
  1393. This makes a lot of the criticism a bit harder to ignore.
    3
  1394. Hyundai uses child labor in the US.
    3
  1395. Jim wasn't ready for it, but Kim got it. Whether you want that feature or not, it's a damn fine car.
    3
  1396. That only matters if you comparing a stripped down Camry with a vastly more premium Model 3. There is no Tesla on the market comparable to a base Camry, not even close. The Model 3 costs $2-3k more than the higher trim Camry. That's within 10% for a car that's going to cost you $12k less in total ownership. Japan has also offered buyer incentives, which can make the actual day-of-delivery cost thousands less.
    3
  1397. Isn't even close to alpha. That's why they need the engineers.
    3
  1398. It was in response to a comment in the chat.
    3
  1399. Exactly true. Plenty of stories don't generate enough revenue to pay them even minimum wage, and there's no bonus paid for high-effort content that can take 10x longer to produce than a quippy opinion piece.
    3
  1400. Mary's pay is a distraction. Don't fall for the class warfare smoke & mirrors routine.
    3
  1401. You get it. ;)
    3
  1402. You've got a very good handle on this. Those are exactly the problems. Chips are an industry-wide problem, and it will sort itself out soon enough, but the batteries? They need SKI to build TWO just to handle the slow ramp they're planning. They can buy them from other suppliers, but the Chevy Bolt is a teachable lesson on quality control, and that's even while working with LG, who is an exceptionally high quality manufacturer. It's going to be difficult.
    3
  1403. A factory doesn't need to be 100% utilized to be complete. Tesla didn't use the vast majority of the Fremont factory during their first seven years of ownership, but you'd be hard pressed to argue it wasn't a complete factory. Completion is a moving target. You could argue that Shanghai still isn't finished since construction is still underway, but you have to choose benchmarks to have a tracker at all. When the tracker first launched, the scale of Giga Texas was smaller than what we now see. The design keeps changing. The scope keeps expanding. And like others have said, it would be dishonest to change the math this late in the game to fit a narrative. The objective is to create better metrics for the next one and allow a buffer for variables that are more difficult to anticipate, like bureaucracy, weather, and design creep. The bottom line is they began producing cars in December, which is in line with many of the predictions along the way. At some point you have to call it done, even though Tesla factories are constantly under construction and expansion. I've asked viewers for benchmarks for completion many times in the past, and very few have suggested it has to look "pretty" to be complete. As we inch closer to the 100% mark, which will be mid-March, it will look increasingly nicer, but it will never be finished.
    3
  1404. Right now, yes, but nearly all the pieces are already solved with a clear roadmap to getting past the final, admittedly biggest, hurdle.
    3
  1405. That would make sense. The human written ones were of so little value that they were ripe for disruption.
    3
  1406. What are you doing here, exactly? Did you miss the part where they are the official provider for a variety of OEMs?
    3
  1407. The spreadsheet shows they're multiplied by 3 in height. Is that what you mean?
    3
  1408. That's not good.
    3
  1409. Glad it was helpful! It's something I always wanted to see so I figured it would be a good way to represent it.
    3
  1410. Love to see it!
    3
  1411. They already do.
    3
  1412. This demo showed 4,500 pounds. That is a lot like a bullet going through paper, or going through paper vs. cardboard. The bullet is still gonna win. That's why I lowered the weight in the conclusion to 600 vs 1,800 pounds. If a low-velocity airsoft pellet will just barely breach a sheet of paper, it will not breach 3 sheets of paper.
    3
  1413. Doesn't make sense everywhere.
    3
  1414. Got something better I can use?
    3
  1415. Or they thought it would be easy.
    3
  1416. You can make a compelling EV that sells with a decent margin... well, you and I can't, and apparently the Big 3 can't either, but Tesla and BYD have proven that it's possible.
    3
  1417. I was off by 6.1% compared to 7.4% for the FactSet estimate, and got to within 20 cars on my S/X prediction. I would agree that missing by 6.1% is pretty far off, but man these Tesla analysts are NOT good. Gordon wasn't "correct". Gordon was lying. Gordon tried to make a pie in the sky estimate so high he could mock Tesla for such a wide miss, but they were only 1.7% off his mark. His estimate was literally Tesla's stated 2021 complete target divided by 4. I'm probably going to go live with a recap before noon Pacific today on this.
    3
  1418. @richpalmisano1740 Teslas already have a cabin camera.
    3
  1419. They don't have to.
    3
  1420. Without nickel, it isn't stainless.
    3
  1421. I always try to get permission, and never use footage unless it's WELL within the realm of Fair Use, and includes heavy promotion of the source. Most of the Tesla community is good about this, and I've yet to have a problem with anyone "stealing" my material, and only one complaint about how I used someone else's, though they later agreed it was both fair and mutually beneficial. In this case the footage used was 95% of the meat of it, so there was no way I was going to touch it without written permission. @Teslair is a cool guy.
    3
  1422. Just you? 😉
    3
  1423. If you're the type of person who will drive despite zero visibility, you shouldn't be allowed to drive. The fact that animals are dumb enough to take life or death risks doesn't mean robots should do it.
    3
  1424. No, that's not quite what he did, and that's not the part anyone I've heard of is mad about.
    3
  1425. I won't be there this year. Had an event in Oregon the same weekend I couldn't miss, so I didn't get on the roster with Fully Charged. It's been pushed back a week, but I didn't find out until it was too late.
    3
  1426. The reviews have been excellent, but it's a $200k truck they're selling for $80k. That creates an existential threat to the company.
    3
  1427. It's not among their core competency, and the way these have a history of tragic cost overruns, I'm not sure they'd want to get into it. Too much politics that can make or break you.
    3
  1428. Possible. Hadn't considered that.
    3
  1429. Thank you so much! Nice to hear from an early subber who's still around and still enjoying it. :)
    3
  1430. That's not why. Here, let me show you: what even are my politics?
    3
  1431. I don't mind. It can be kinda fun.
    3
  1432. It's conclusions are entirely false. No one has lost money. The shortcomings listed for the present were well understood before the project broke ground, and the bigger "concerns" raised wouldn't apply unless they were providing power for half of Europe and all of North Africa.
    3
  1433. No one upgrades batteries the same way no one upgrades a transmission. It's not a thing. If you want a better car, it's cheaper to just buy a better car.
    3
  1434. The problem is that a single semi requires about SEVEN cars worth of batteries, and the batteries are the one thing they can't ramp the supply of quickly enough. The profit from 7 Model Ys is roughly equal to the entire retail cost of a Tesla semi. They are working on the semi. I have a source at Giga Nevada who has sent me photos of the motors being made. It's coming. It's just that they have to wait to get the parts in, which is painful. :/
    3
  1435. Tough to say. They launched it off a ramp onto an obstacle designed to do precisely that. Still not a very common situation in the real world, as we know, since you just kind of never see them on their roof.
    3
  1436. I think a lot of folks don't realize how much campers cost. They aren't cheap.
    3
  1437. That's almost in line with my 11 year projections (still ironing it out, hope to have it ready to share in the next couple weeks.) It depends on a few factors. When he says they're not looking "until" 2023, I think that's only partly true. We know Tesla is being courted by a lot of countries, and surely some feasibility and market studies have been conducted. The next location selected will likely have to make certain assurances in advance to prevent the sort of delays we're seeing in Berlin. That is getting silly at this point. I imagine Giga Next will have a completion somewhere between what we've seen in Shanghai and Texas, depending on the size. When Giga Texas was announced, earthworks were underway within days. With that said, any plant announced prior to mid-2023 is likely to show some level of production before 2025.
    3
  1438. Yes.
    3
  1439. As I understand, yes. From the ground up, and they have a massive expansion already underway you can see on Bear's Workshop's channel. https://www.youtube.com/c/BearsWorkshop/
    3
  1440. The skeptics said the same thing about China. That's worked out pretty well.
    3
  1441. I don't see an error in this strategy.
    3
  1442. THAT would be an interview for the ages! Nobody asks better questions than Sean. It's not even close.
    3
  1443. I appreciate that! My approach to coverage is more work than anybody out there with the exception of Kyle Connor and a good chunk of the Munro Live crew. It's rewarding to see that the word is finally getting out.
    3
  1444. You won't get the 100x return like you could from a startup, nor the 100x risk factor.
    3
  1445. Price is still prohibitive for many.
    3
  1446.  @RacefanPat68  But those are also very wiggly figures. Do we account for virus shutdown? Do we count the first steel in Austin even though it was a test structure a full month before they actually started erecting steel? Every estimate I've tried to run gives me an assortment of odd results, though mostly they just keep regressing to the mean.
    3
  1447. I appreciate that! Not super jazzed about the hand I was dealt in that regard. Pretty jelly of the hosts with rich, velvety voices, but I do my best to overcome it with charisma.
    3
  1448. It's not my cup of tea, but I'm not their target audience.
    3
  1449. It was a topic he already covered on his channel, I just had some deeper follow ups.
    3
  1450. They overplayed their hand. They did need to negotiate themselves out of a job. That was an unforced error.
    3
  1451. My first thought was definitely not, but when you point out that there are narrow canyon roads in well populated areas without cell coverage, it starts to seem a bit more important.
    3
  1452. One thing I didn't think to mention was that there's still an unsatisfied global demand for cars generally. That's why we've seen such massive dealer markups, there's a lack of inventory. If legacy car companies can't produce enough in 2023 (like they have been struggling with since 2020,) that will leave more room for Tesla to eat into their market share. Buyers may want a cheap Camry, but if Toyota doesn't have enough to sell, they're going to buy something else. And plenty of buyers won't buy a $35k car if it has a $5k dealer markup on it. Cars already depreciate too quickly, that $5k is simply money down the drain.
    3
  1453. You know it. It gets old. The exact same nonsense over and over as if I haven't already read it and even addressed it in the very video they're responding to. :/
    3
  1454. Chinese made Teslas sell for a lot more in other markets.
    3
  1455. So it will never decline?
    3
  1456. While the percentage may not change much, it may give us a clearer idea of the completion date. We'll see how it goes.
    3
  1457. Sounds like you didn't watch the video.
    3
  1458. Find the smartest people you can and let them talk.
    3
  1459. Cell phone makers objectives don't align with a goal of longevity. They make more money when their irreplaceable batteries degrade. Even still, my Samsung S8+ is 6 years old and the battery hasn't noticeably degraded. I don't have any problems with it.
    3
  1460. I'm sure you've seen parking lots with solar canopies. I don't think the support columns are an issue. Cheapest solar installation is ground mounted, then rooftop, then canopy. Despite their simplicity, canopy is the most expensive. Positioning themselves as a utility company affords them better rates, and more opportunity to feed back into the grid at peak times to make a profit. How cost effective solar canopy installations are is a big question, but one that will be easy to answer for AutoBidder which handles the buying and selling on the grid. I wonder if they won't do a canopy there because they may choose to build in that space instead.
    3
  1461. It's not shown on the other companies, but Mercedes does enjoy very good margins. Those show up in their strong cashflow.
    3
  1462. Mis-spoke. It says 1969 on the screen.
    3
  1463. I look forward to that day, but it's been "later this year" for long enough that a lot of early adopters no longer own those vehicles.
    3
  1464. Yes!
    3
  1465. It's very close though. We're talking about 50 gigs of footage and it's more intended to give an overview than a flawless historical account. For that, there's the 56+ tracker videos on this channel, and the 400-500 drone videos.
    3
  1466. Great catch, thanks. It appears 95f is the limit. That makes a pour this month or next unlikely.
    3
  1467. There's a supply chain, so I imagine they'll have it built the minute the upstream supplies are ready. Like how the stainless steel foundry will come online around June and CT trial production will begin around that time.
    3
  1468. It's been a long road, but it's starting to work.
    3
  1469. I love the "Tesla pulled LiDAR out of it cars years ago to save money" nonsense. It tells you exactly how much background understanding they have off the topics they think they're persuasive about.
    3
  1470. I can't predict the future, and I wouldn't trust anyone who says they can. I've got shares I bought for $13, $280, and $155 (which I bought while it was still falling.) My track record doesn't even give ME confidence to think I could time the market. If you believe in the 5-10 year vision and have confidence in their execution, there is no bad time to buy. Anyone who bought in 2019, even on the very highest day of the year, is still up about 10x.
    3
  1471. Nothing is free. Included? Autopilot is included. Relax.
    3
  1472. I thought you'd been calling his employees revolting for years.
    3
  1473. I feel it's that he has no problem playing every side to get those juicy clicks, and it works for him. He has over 100 videos that each have more views than my entire channel in its entire history. A lack of research and consistency hasn't held him back.
    3
  1474. That's quick, though I think it might be less than 3 years.
    3
  1475. Absolutely. Big click channels almost universally pander in this way. It's frustrating for those of us struggling on the bottom rungs.
    3
  1476. Paint shops are shockingly expensive. Hundreds of millions for a serious volume line.
    3
  1477. At least now it makes sense.
    3
  1478. It appears they backed down from that for the US market, but still.
    3
  1479. I still feel like you should double-check that. I don't want to give out bad information, but I'm pretty sure that's right.
    3
  1480. Why are you so consistently bitter? You attack me, the guests, it's viewers, it's just gross. It reflects very poorly on you.
    3
  1481.  @kstaxman2  I am looking forward to Giga Fest in Austin. Can't wait to cover that.
    3
  1482. That's going to introduce a lot of inefficiencies.
    3
  1483. Thanks for watching! I think it clicked for John about how much I actually know when he saw my panels in June and July. When a spot came up in the podcast, he invited me, but I'm still not sure he was quite prepared for just how much I'd bring to it.
    3
  1484. I did not have symbiotic with that woman.
    3
  1485. What an oversight!
    3
  1486. Absolutely. Competition is healthy and necessary
    3
  1487. That was all thanks to the community. Was able to stay with a friend and pay for my supercharging with referral credits.
    3
  1488. Hacked. Restoring it now.
    3
  1489. Doesn't sounds legal.
    3
  1490. Whole city built on an ancient robot burial ground.
    3
  1491. Can you tell I'm a long time Columbo fan?
    3
  1492. They're al required to at low speeds.
    3
  1493. Apparently stairs are not required since the stations are within 2500' of each other and there are no trip hazards or live utilities on the road. They went above and beyond in terms of safety in terms of emergency ventilation and 100% of the tunnels having live video monitoring. And of course, the fire department has been involved at every step of the way. Since you can't fit a firetruck down there, they have specialized firefighting "carts" which they have trained on. Like a lot of things he does, the safety is over engineered. Maybe it's only for fear of devastating PR, but whatever the reason, I consider it a net win.
    3
  1494. This is an old video. Account was hacked today. YouTube restored it by publishing everything as if it was brand new.
    3
  1495. Unfortunate.
    3
  1496. Still works!
    3
  1497. I'd argue it's not only okay to have hobbies, but beneficial to prevent burnout.
    3
  1498. It was indeed!
    3
  1499. Should be finalized in the next few days. It's a simple add-on for any 3/Y, and my buddy here in town is able to make them. It's a fun one.
    3
  1500. He's facing disbarment. That's very rare. Marrying his cousin is likely adequate for "monster" status, but even as mayor he made some catastrophic mistakes. After the 1993 attack on the World Trade Center, he set up a rapid response office INSIDE the World Trade Center.
    3
  1501.  @theblackshears9687  That would put the completion date at October 9th of 2022. Is that in line with what you expect?
    3
  1502. Act now!
    3
  1503. Certainly nowhere close today. Maybe not even at release. But it does appear within the scope of the objectives.
    3
  1504. They don't have superior technology. What they have is a drivetrain optimized for performance over manufacturabilty and repariability. Those are tradeoffs that work on the racetrack, but cause insurmountable problems for a mass market product.
    3
  1505. Very strange! I've been to their Beverly Hills location and it was very nicely appointed with plenty of cars on display. They have unsold units sitting in Casa Grande, they should get them into showrooms.
    3
  1506. While possible, I'm more inclined to think the video is real, while the explanation is fake. Tough to say this early.
    3
  1507. You and I know it. We just gotta get the word out.
    3
  1508. The original range of 250-500 miles is actually pretty close, with it now being 300-468 with the range extender, even though the EPA drastically tightened rules on how range is calculated. Also, considering the Foundation Series as the final price is a bit absurd. It's just a way to let early adopters buy their way to the front of the line. Look at the at-release price of any Tesla versus the price a few years later and this picture comes sharply into focus.
    3
  1509. Work on your material. This isn't ready for prime time.
    3
  1510. Me too. :/
    3
  1511. Those people do exist, and for them, it's going to be a while before there are pull-through chargers along their route to make it work. But like you said, that is a very uncommon case. How many of the 15 million cars a year sold in the US actually fall into those uncommon use cases? My brother regularly tows a few hundred miles to go racing, and his F150 is well suited to that. It's not his primary vehicle though. For everything else, an EV would better meet his use case.
    3
  1512. I know you! I mean, not actually, but I see you around all the Tesla video comments. Welcome back!
    3
  1513. None yet, but it could be that it's underway and we just haven't heard anything. They no longer allow drone footage even outside the perimeter of Giga Shanghai, so it seems likely they don't want the attention. They didn't announce the Supercharger factory in China until it was already complete.
    3
  1514. Anger has a cost. I can't afford that. I sleep well without that as part of my persona. :)
    3
  1515. @Francois Charbonneau You were way, way closer than I would have been. I'd have guessed a 10% swing at least, though in which direction is a bit harder to predict.
    3
  1516. Glad you enjoyed it! I take a lot of time putting my questions together. It's a lot easier for a channel like his where I already watch everything and don't have to do as much research. It just bugs me when I see someone get an interview opportunity and squander it on questions you can answer with a Google search, or that they've already answered a dozen times in previous interviews. We gotta go deeper! We want to know what happens when the cameras aren't rolling!
    3
  1517. That comment wasn't posted to YouTube, but to a CyberTruck enthusiast site. I only saw it because they showed up in the referral stats. It's worse because much of the reason this person called it clickbait was likely because of what someone used as the title, rather than what my actual title was. They never clicked the video, never watched it, but was just POSITIVE it was clickbait spam in some way.
    3
  1518. I remember those days too. Thanks for sticking around.
    3
  1519. I thought it was a simulation.
    3
  1520. People got pissy when they banned smoking in hospitals. I don't care what stupid people say they want.
    3
  1521. See you then, Jon. I mean, I've seen you before, which is why I wrote back, but yeah. ;)
    3
  1522. A big endorsement for sure.
    3
  1523. I counted square footage including higher floors, and only concrete roofing over the stamping, casting, and battery cell areas.
    3
  1524. Keep us posted!
    3
  1525. US gas prices are ridiculously low compared to most countries.
    3
  1526. A very good point!
    3
  1527. American drivers are not known for their good manners.
    3
  1528. It's really something. :(
    3
  1529. Glad to hear it worked. It was one of the first videos I started working on, but some of the details were really kicking my butt. Figuring out a way to clearly and concisely show the simplicity of the design took a lot of consideration.
    3
  1530. I've watched a fair number of COPS type TV shows, and believe what you're saying. Anyone over .20 is pretty gone, and over .25 is barely standing.
    3
  1531. I shy away from that topic because the shift may be seismic to a degree that makes predictions sound crazy.
    3
  1532. Dealerships still doing their dealership nonsense. How frustrating that must be for buyers and the manufacturers too.
    3
  1533. These are preorders.
    3
  1534. @dontplayformenero Long-term contracts typically include a fixed price. If it was just an agreement to purchase it at market rate, it wouldn't make sense, since you can already buy nickel at those prices. It's possible the price Tesla agreed to was higher than the trading price at the time of the contract, which allows the mine to get a premium over what they were already able to sell at, while insulating Tesla from future price instability like we're seeing now. These contracts also help the mines feel confidence making investments to expand and streamline operations since they know exactly how much they can sell, and at what price.
    3
  1535. 1-2 years after they lose the ability to raise additional cash.
    3
  1536. That's hilarious!
    3
  1537. Gettin' slapped pretty good in these replies. Might want to research claims a bit better.
    3
  1538. Which model sold best?
    3
  1539.  @pwells10  Absolutely, but I don't see it happening in the next 3-4 years.
    3
  1540. Great point! It's mostly because the Tesla semi is not yet for sale, and the odds of it being sold at volume for half that price is increasingly unlikely. That was the target price circa 2017 and inflation alone has made it a near impossibility, but other factors have made it unlikely as well. Mack's eTruck is going for $500k, and they're also accepting orders for near-immediate delivery. For whatever reason, customers are buying them. A semi isn't a car or even a truck. It's a business tool. If the lifetime cost of ownership is lower, it's going to sell. If your company does A-B transport each night and can juice up at insanely low TOU rates, the fuel cost could be less than you were paying in brake pads on the diesel rig.
    3
  1541. I can't see it happening. It would crush our economy.
    3
  1542. 50% change in parts wholly debunks that notion. 48v is very unlikely.
    3
  1543. No, they just hired an animator and gave them the schematics of the intersection and known velocities. It's a skilled task, but any animator can do it.
    3
  1544.  @mrhickman53  I also think regions where the winter roads are salted will likely enjoy higher sales, since the aluminum castings and stainless steel exoskeleton will fare far better.
    3
  1545. He's an influencer. He doesn't actually have opinions. It's just business.
    3
  1546. Good question! It was surmised looking at the Giga Shanghai plant (Phase 1) and how it was finished from there. Does this make sense?
    3
  1547. Welcome back! I'm only on Randy's channel about twice a month, but I publish here every day. There's a whole lot of stuff I cover that doesn't appear anywhere else, and I'm of the mind that if someone wants to have me on their show, I'd have to be a real so-and-so to decline. The audience is vast, and my channel remains small enough that it's unlikely the overlap is that significant. Take care, Walt!
    3
  1548. @Mark Holland They already had 1,200 swap stations as of last year, with another 1,000 announced, plus whatever number was built in between. At a minimum, that's 2,200 locations with 21 batteries on stand-by, so 46,000 spare batteries. That's $500m-1b in capital tied up for very limited benefit, and 46,000 cars they can't build.
    3
  1549. Wow man, thank you!
    3
  1550. I just checked used pricing. There are 322 available nationwide on AutoTrader, but literally not one is cheaper than the $79,990 - $7,500 IRA credit. That's wild.
    3
  1551. I'll have to see it in person. Some variety would be nice.
    3
  1552. Keep it a secret. Just between you and me. https://youtu.be/I-BzicuZVEQ
    3
  1553. The sandwiches. The SANDWICHES!
    3
  1554. Everything can be done with voice. All the cruiser-specific controls are on the aftermarket control panel, same as always.
    3
  1555. The more of these I do, the easier it gets to attract amazing guests. That's why I spend so much time in the edit rather than just post them as a pair of talking heads. ;)
    3
  1556. Footprint includes the total area, not just the maximum in one dimension. My problem with big cars was never about fitting the fenders between obstacles, but dragging the rear end around behind me without clipping curbs, walls, and other cars.
    3
  1557. It's been their strategy for decades.
    3
  1558. Awesome! Thank you!
    3
  1559. Yikes. You should delete that comment.
    3
  1560. Fingers crossed!
    3
  1561. You can do that already!
    3
  1562. I agree, but it's a strategic choice. If I git any more purdy, it will distract from the message. Gotta leave room for the guests to shine. ;) What I'm really jealous of is that voice of his. Man oh man. For his narrative style you couldn't hire someone with a better voice. Thanks for stopping by!
    3
  1563. You're kidding me! I actually got CLOSE on the pronunciation?!?
    3
  1564.  @toffotin  Thanks! Can't believe I got even close. From which language template should I have been attempting your name audibly? I went with my impression of dirty Dutch, but that was based solely on the excessive vowels.
    3
  1565.  @toffotin  Very fun. I'm just glad you're here and that I didn't butcher it to a degree that would leave you shaking your head.
    3
  1566. It's beyond the horizon. Tough to make sound predictions that far out.
    3
  1567. I look forward to giving it a go when the opportunity presents itself.
    3
  1568. They have no production process, and the vehicle really hasn't even been validated. Tesla wouldn't get much out of the transaction.
    3
  1569. Launch editions have always cost more. It's likely to be lower by the time your number comes up.
    3
  1570. They've always been gorgeous. Nothing out of the ordinary for them.
    3
  1571. I'm most countries, yes. Certainly not the case in the US. Our companies will no longer be world superpowers.
    3
  1572. The rhetoric surrounding EVs has been less than encouraging.
    3
  1573. Thank you! Will do!
    3
  1574. Much appreciated!
    3
  1575. That's going to be the real test, isn't it?
    3
  1576. It is not powered. It should qualify same as the current Model Y.
    3
  1577. Or point them in a different direction, like south or east facing, so they wouldn't look the same in the reflection from above. Plenty of options.
    3
  1578. Apparently the law in Germany is that they would have to continue paying him 50% of what he was getting at VW for as long as the non-compete remains in force. He was getting almost $10m/year, so that may not be an expense their eager to pay just to keep him out of the industry.
    3
  1579. True of any smaller car, but less so in an EV than a dino burner.
    3
  1580. That would be fun.
    3
  1581. Nice. And to reply to your question on X, yes, this one showed up just fine.
    3
  1582. You may need it, but most don't. 700-900 has never been offered.
    3
  1583. This is my takeaway as well. He was also very bullish on Arcimoto and that hasn't worked out quite as well as I'd have hoped.
    3
  1584. Still smaller than morning trucks. Gotta stratify the market for the joke to work.
    3
  1585. Been hearing the same story since the layoffs of 2017, 2019, 2021, and 2022. Get better material.
    3
  1586. It was added after publication. Thank you for helping us realize it had been missed.
    3
  1587. For Nio's consumer benefit to exist, we first have to believe in free lunch. There's no such thing. Someone is paying for it. Swap capable cars are heavier and more expensive. They cannot also be net cheaper. The money still has to come from somewhere.
    3
  1588. Fingers crossed! And I'm not cutting anything for the sake of keeping it short, I just wanted to reiterate that I don't add fluff. That's the long and short of it. Sometimes longer, sometimes shorter. I usually start writing the script on these around Wednesday or Thursday as I see the new developments coming along, rough out my graphics by Saturday, then finalize it all on Mondays. It's a process. ;)
    3
  1589. You have $1.5 BILLION in pocket change? Those are some mighty fine cargo pants, my friend!
    3
  1590. That's why I had to save the controversial stuff for a video that wouldn't be a top seller. ;)
    3
  1591. How so?
    3
  1592. So a $220b market cap before the end of 2026? That sounds like gambling.
    3
  1593. My math shows just shy of 2 months, which should do the trick.
    3
  1594. They keep those figures buried.
    3
  1595. Thank you for ALL your help and support, Steve.
    3
  1596. I don't believe you.
    3
  1597. Got the trade-in handled (all pics and photos of the title, etc,) and have the Cashier's Check ready. So much anxiety even still, but it will pass... I suspect by about Saturday or Sunday... maybe Monday. These nerves, Jeff, what am I supposed to do?!?
    3
  1598. I can cover that again. 10/10 gave some new ideas.
    3
  1599. Ha ha, thanks! And while I do go the extra mile for effort, YouTube tends to be a lagging indicator for quality, and they still have almost entire control over how many of you clever robots see my stuff. Can't get subscribers if no one sees your stuff, and no one will see your stuff until you have more subscribers. Still, it is growing nicely, so thanks for being here! I think there are two reasons Nevada isn't growing. The first is that their tech has improved so rapidly, they no longer need nearly as much space to produce the capacity needed to feed the production, but the second one is harder to ignore... they're out of talent. Reno is a very small market and they already employ thousands of employees. The amount of qualified, competent staff you can find in a market like that is limited, and it's entirely possible that they've already capped out. A lot of us won't relocate to the desert just for a job, even if it's for a company we love to our very core, like Tesla. Stick around, my friend. I've got a Patreon-requested CyberTruck video coming up in the next day or two that might be pretty interesting to a few folks. ;)
    3
  1600. This video would be more believable on significantly older versions. We've been patient and cautious on previous claims that fit this sort of outlandish mold, and not once have we been mistaken. There are just too many red flags, the biggest one being that it didn't slam on the brakes, let alone drop the speed significantly when visibility was reduced.
    3
  1601. It depends entirely on the use case. If they're hauling heavy loads strictly downhill and returning unloaded, it's a pure EV with infinite range that just happens to have an emergency backup system.
    3
  1602. Nice!
    3
  1603. Trial production can begin before the rest of the building is complete. I'd expect late summer for the earliest tests of CyberTruck production since the 8k ton giga press is still being built in Italy.
    3
  1604. We'll get something figured out. ;)
    3
  1605. I'll be giddy when we see more than 2 of them being tested. They're clearly working on it, but it makes sense to take your time and get it right when there aren't enough batteries available to go heavy into production.
    3
  1606. You get me.
    3
  1607. Not a crazy idea at all. Just reporting what I heard as-is.
    3
  1608. Right there with ya my friend.
    3
  1609. Fully own. It's completely within the company.
    3
  1610. Appreciate that, thanks!
    3
  1611. They can't even afford prosthetics.
    3
  1612. Their first model (the mama bear size one in the lineup) is expected to hit the market in 2025. It will surely have NACS, right? Right? Guys? PLEASE tell me it will have NACS!
    3
  1613. I'll never understand the market.
    3
  1614. Crime is not something I endorse.
    3
  1615. Dealerships like this are getting more and more common.
    3
  1616.  @sunahn4928  We are all free to wait, and I am hopeful they can deliver, but their history is truly bad, and their today prospects are only average. I would (and do) put my money in companies without such ugly pasts, and who have products ready to ship. Best of luck to you.
    3
  1617. It was worse than a weekend, it was a holiday. All the plants and operations were off their normal pace. But there was a thick coating of dust on the roofs of these cars.
    3
  1618. That doesn't strike me as particularly unrealistic.
    3
  1619. Oh man, our estimate was SO CLOSE!
    3
  1620. They noticed whenever they put Tesla in the headline, it gets clicks, and when they put Elon in it, it gets even more clicks. The darker and angrier the article is, the more rage clicks they get and the more money they make. It's obnoxious.
    3
  1621. He's a lunatic and he's bankrupting families, but you do you.
    3
  1622. Yes, but from what I could see, they didn't adopt enough of their principles to get them to the level they needed to reach.
    3
  1623.  @samuelprice538  No Samuel. You can see that I'm still making them even though they aren't popular. I drove back to Oregon and made three of these AFTER I saw how limited the interest was in the the Ramp It Up day interview. I'm doing the opposite. I'm chasing quality even when it hurts.
    3
  1624. You're right, tires aren't always the most exciting topic but he brought it to life!
    3
  1625. I see how it is. ;)
    3
  1626. I feel like I should be writing that down.
    3
  1627. Yes indeed! So many really great people at that event.
    3
  1628. @Dularr You replace diesel application by application. I have a video coming up about Caterpillar. They introduce an electric version of their offerings as soon as it makes sense as the tech continues improving. There are underground mining loaders available today that replace diesel, and do it better than the dino burny version. Forget all the fumes and engine idle (which are huge problems,) but the benefit of not having to mitigate all the waste heat in the closed space makes it the best tool for the job.
    3
  1629. Gotta keep it legit.
    3
  1630. They do. Maybe not all, but it tops more wishlists than any other vehicle.
    3
  1631. Appreciate that!
    3
  1632. They did, yes. They put a bizarrely huge battery limit on it, which you could unlock the following day via OTA update. It was nonsense, but in response to nonsense from the governing body restricting credits specifically to target Tesla.
    3
  1633. That's an awfully good point.
    3
  1634. Completely different!
    3
  1635. He did great work on that one.
    3
  1636. That's not how it is. Everything can be negotiated. The union just never asks for stock.
    3
  1637. They tried to do a rolling shutdown over the weekend to get everyone tested in isolation, but they were unable to get it done. The factory closed for 2 days as a precaution, and now 4-5 to close the month to permit 100% testing without risk of cross-infection. It's an extremely cautious and contentious approach.
    3
  1638. Cory is very busy. He was perfectly friendly on and off camera, even gave us our choice of merch (I got a hat!) and we had another great meeting a few days later. If he came across as annoyed in the edit, I apologize for it coming across that way. It was not my perception.
    3
  1639. My guess is the one that handles emissions, fuel injection, and the OBD. There's no way they towed these here so it's something it can drive without, even if only poorly, but not sell without. If it was infotainment you'd still see with trucks selling, but apparently those are also delayed.
    3
  1640. Gotta give the loyal viewers a little something extra as a reward. Besides, without it slowed down, how are we meant to understand Mandarin? ;)
    3
  1641. It's not ideal.
    3
  1642. Hope to see you there. This is a really tough business, and I consider videos like these to be the vegetables you need to get to the dessert. They aren't as popular, but it rounds out our understanding (mine included) and helps us all best understand the engineering and technology that goes into these things.
    3
  1643. Certainly so under Trevor (the egg Mc) Milton, but they seem to be tempering expectations now and sticking to the facts. I'm not sure the share price adequately reflects that reality, but here we are. And on the follow up video by the same guy, where he calls for understanding at Christmas (a big thing in Korea? I guess?) he shows a PR clip of Nikola giving away a single bicycle as some sort of recompense for destroying billions in their investors' net worth. And the comments have TONS of folks saying that, yes, of course they lost money, but they are STRONG... I mean... okay? Beware of false pro[fi/phe]ts, guys.
    3
  1644. Looks a bit like it. Lack of robotaxi network killed the orders from those who were planning to buy dozens.
    3
  1645. Bullest of the bully sheets right there. This is consistent with everything I've seen from every independent source over the past few years.
    3
  1646. I have two theories on that. One is to generate peak power later into the day to avoid the "duck curve" for the benefit of the grid, though I'm not sure that would be wise. The second is that they may cover the entire roof in solar facing N/S except for the words Tesla, which would be E/W so they would be visible to passengers flying in and out of Austin.
    3
  1647. I asked the engineers how much time it would take to port FSD to a whole new car, like in the case of licensing, and they said it would be almost no time at all. When I asked about the Cybertruck delay they said the combination of rear steer and variable front steering ratio made the controls have to relearn a lot of how a vehicle moves through space.
    3
  1648. Now that is high quality trolling!
    3
  1649. Edmonds, huh? Would you believe I played young Ebenezer Scrooge at the Driftwood Players?
    3
  1650. @danwhiffen9235 They apparently had that configuration available in Europe as a work vehicle. Not sure if it's still offered.
    3
  1651. I love it, and I think this fits very well with what we know of the cost and simplicity objectives.
    3
  1652. I'd need to see evidence of that.
    3
  1653. Wrong channel.
    3
  1654. Yargggh.
    3
  1655. These are factors that will be weighted in upcoming models. :)
    3
  1656. Glad you enjoyed it. Jeff's a lot of fun. We're actually getting together tomorrow in Portland for a visit.
    3
  1657. I looked and looked but couldn't find them. 2/10, almost unusable.
    3
  1658. Only VW knows, though I suspect those TEN THOUSANDS managers might have a pretty good idea too.
    3
  1659. Totally agree. When it comes to FSD, Elon was wrong, but so was everyone else in the industry. Waymo was just sure they'd be widely available by 2018. Nissan thought they'd have it by 2020. It's just so easy to get to 90%, then 99%, then 99.9%, but the march of 9s is long and difficult.
    3
  1660.  @rrj3110  Well thankfully you're on a watchlist now.
    3
  1661.  @jojones9194  How would one compare a week of progress if not with a split screen? I tried it without and it bombed. This is what everyone (apart from you, sorry I guess,) seems to like the best.
    3
  1662. Most definitely!
    3
  1663. It's frustrating as a content producer focusing on this company. I spent 10 years as a freelance travel writer, and the most dismissive companies out there would still at least send you a press kit with information and digital assets you could use. I'd say fewer than 3% wouldn't make someone available to answer questions if you were going to be at their location.
    3
  1664. The problem is that a full scale auto factory costs billions, while crowdfunding typically tops out in the low millions. The strongest path is private equity, and it sounds like that's the route they're hoping to go.
    3
  1665. Those were absolutely cherry-picked. Amazon I had on the top of my head, but the others I had to dig for. I had to pick the extremes because there are very few companies in modern history that have seen 50% YoY growth on such a consistent basis. I apologize for not addressing this in the video. I agree that pointing out that these are outliers, and the reason for highlighting them, would have made a stronger argument.
    3
  1666. Wow man, thank you! I certainly wouldn't put myself on his level, but it's a degree of expertise I aspire to.
    3
  1667.  @grantguy8933  Would you believe I was deeply insecure about it until I went to Texas and got to meet so many of you guys in person. The comments tend to focus on the negative, but people share things differently face to face, and a lot of people mentioned they appreciate my unusual timbre and delivery. It was appreciated. :)
    3
  1668. Plenty seem to like it. It's better than the old one for logistical reasons, and at the end of the day, it's just a name. ;)
    3
  1669. I'm with you on team stalks. They already reversed course on the yoke.
    3
  1670. I had no problem driving with the yoke, and the blinkers don't take long to understand. They just don't work in roundabouts.
    3
  1671. Yet another ghost account commenting with factually untrue nonsense. Don't you guys know you're supposed to use seasoned accounts to not appear entirely fake with your nonsense?
    3
  1672. We covered them because it was requested repeatedly by a number of viewers. Sometimes it's worth addressing a question even when the answer may seem obvious.
    3
  1673. The factory workers also don't stand to lose billions or even millions. Tesla has a lot of rank and file employees who became millionaires from their stock grants over the years. This has never happened for a line workers at Ford, GM, or any other legacy car company. One way to become a billionaire is to start a company. One way to become a millionaire is to work for someone who is on a path to becoming the richest person in the world. When I saw Elon's new compensation plan, the headlines were all about how "if it fully vested" he'd become the richest person alive. I didn't look at it that way. I looked at it as an investor. If Elon became the richest person alive, my puny investment would become large enough to pay off my house with almost enough left over to retire. I considered that a good deal and I supported the compensation package.
    3
  1674. @Dewiz Mega Wilderness shows up fairly regularly to spout off a variety of easily debunked silliness, but they subscribe to the channel, watch the videos, and engage, all of which helps the videos get seen, which is great.
    3
  1675. Don't know. It's all I could think of when I first saw Giga Berlin making progress, so I guess I should ask why I didn't do it sooner.
    3
  1676. Can't wait!
    3
  1677. I do think it is actually on the horizon, while for years it was over the horizon. We can see the pieces coming together.
    3
  1678. I agree about walkable communities, but the move in that direction just isn't happening. A few blocks of it here and there isn't going to get us to critical mass.
    3
  1679. Interesting!
    3
  1680. I cannot imagine who is still holding shares at this point. There are clearly a lot of retail and/or large investors with money in the game, but why? While it's not impossible that they could bring a product to market, the valuation does NOT reflect the depth of uncertainty. Nikola is the reason I don't make short-term trades (ie 'bets'.) If the market was rational, shorting that stock should have printed money the day we discovered "under it's own power" meant via the force of gravity, and a second mint should have been made when GM (rightfully and predictably) backed out of their deal. Yet here we are. This is why I invest for the long term.
    3
  1681. Mine too!
    3
  1682. Probably the last of the Cybertruck ones for a while. The silly haters refuse to get new material and at this point we're just playing the greatest hits.
    3
  1683. LOVING the car. Never owned something so easy to drive. The Mexico trip is still under exploration. I'm hoping to find a number of companies willing to talk on camera about what they manufacture there, so if I can line that up, I will be going, and I will be meeting with Andreas. Talked to him on Zoom the other day and it went great.
    3
  1684. What happened when people forgot how to ride a horse.
    3
  1685. I also sometimes kick myself for past investment missteps. We shouldn't live like that. It's bad for us.
    3
  1686. True, but we need to remember that every used car starts its life as a new car, and without new car sales, the secondary market is limited.
    3
  1687. I NEED 800 MILES OF RANGE WITH 30,000 POUNDS OF LOAD!
    3
  1688. It really doesn't "seem" that fast until you see it in some context, like against another car. Maybe in person it would look more impressive. Can't know for sure.
    3
  1689. Thank you so much 😀 It's been an absurdly painful road, but slow and steady wins the race, I guess.
    3
  1690. There are dozens of serious players in China with more ready to start exporting this year. BYD may be the biggest, but there will be a lot of players showing up.
    3
  1691. Tune in for part 2 tomorrow. It gets more interesting.
    3
  1692. Those other dealerships had inventory sitting on the lots unsold for months. If they wanted it, it was theirs for the taking. Traditional dealerships just really don't like to sell EVs.
    3
  1693. Awesome, thank you!
    3
  1694. Naw, I think he just meant the introduction sounded professional. We got to meet in person at TeslaCon after watching each others' videos for ages, and it was a genuine highlight of the whole trip for me.
    3
  1695. I have reasonable confidence there will be something in the news that's huge for Tesla at least once a week for at least the next 3-5 years.
    3
  1696. Cars off the line in AUGUST? Eight months from now. Wow. I mean, it's not impossible, but hot damn is that bold.
    3
  1697. I don't know all the details, but the meeting did NOT go well.
    3
  1698. He's playing the game, but I'm not sure he's in the right league just yet. 😉
    3
  1699. Oops, you dropped your mask. 🤡
    3
  1700. A month or two? No biggy. But the better part of a YEAR?!? I'd prefer to avoid that.
    3
  1701. It really is just for flash.
    3
  1702. That's a good point. They could be overproducing in anticipation of downtime to do work inside the casting cathedral.
    3
  1703. Thanks! It's a lot of work, but I've been following Tesla obsessively for so long now it just seems crazy to leave my analysis as just a bunch of comments on other videos no one is likely to even see. Stay in touch man!
    3
  1704. Not $694.20?
    3
  1705. That's a weird stretch.
    3
  1706. Appreciate that.
    3
  1707. Wow, that's shockingly dishonest of the "news" producers.
    3
  1708. There are many companies that appear to be doing this already, which is what we need to hear!
    3
  1709. The factory is building class 8 trucks for North America.
    3
  1710. Nope, you're right. Thank you for the correction.
    3
  1711.  @Nemutai666  it's around 1:30 in that video.
    3
  1712. I've said all these things before, but maybe not all at once, and I certainly can't expect everyone to know everything I've ever said.
    3
  1713. Waymo isn't that much. Highest credible estimate I've seen is still under $200k.
    3
  1714. Just posted a video about this for supporters. You should be able to find it now!
    3
  1715. That would make sense. It's unclear how much of the equipment has actually been taken out of the crates in Berlin, but it's a lot easier to just forward the whole box than to repack something already in the process of line integration.
    3
  1716. Starship alone is so gigantic that Booster doesn't look much bigger from the ground. You reach a certain height and it all just kind of disappears into the sky.
    3
  1717. You bet!
    3
  1718. I've heard that as well. Shanghai and Fremont (the two factories that will be making it) don't have the spare capacity for gigacastings, though at least in Fremont that appears to be a change that's underway. It's possible they designed them for the possibility of upgrading to GigaCastings without needing a complete redesign.
    3
  1719. BYD is one to watch. They make their own batteries and design their own chips. Their problem is they don't have a US factory which is going to keep them out of the US market.
    3
  1720. I'm excited to see it. Something that strange is surely going to make waves. I doubt it will ever reach mainstream adoption, but it doesn't need to for it to be a big success. That's a great example of first principles design. Start with a blank slate and set of objectives, and figure out the best way to get there. Interesting stuff.
    3
  1721. Appreciate the support!
    3
  1722. Maybe.
    3
  1723. Totally fair.
    3
  1724. One major repair outside of warranty in 315k miles is pretty amazing, and it's still going. And like you said, 2014 was still very early in its development cycle. I'm concerned how the early offerings from other carmakers will hold up over their first ten years.
    3
  1725. I do have fun with it. When I don't it starts to feel like work.
    3
  1726. Already on my list of April 1st ideas. ;)
    3
  1727. I went out to 500 stores to try to buy a mannequin, but came up empty-handed. All of them said the same thing. "Clown O'Dan was already here, we have none left." Now I can't say for sure who they meant, but I did see significant smudges of clown makeup across these stores, so you're free to reach your own conclusions.
    3
  1728. People who go to see a thing are excited by that thing. Never met a human before? Ya hang out in front of concerts and tell people to calm down? Beyond weird.
    3
  1729. My town doesn't have buses at night. They stop running around 7pm. Makes things difficult for those who can't or don't want to have cars.
    3
  1730. That's kind of you! 😊
    3
  1731. Sounds like maybe you'd do better as ther seller than the buyer
    3
  1732. If all three of the wheel sizes were priced the same, I'd have still gone with these ones. Yes to the more comfort, better efficiency, lesser opportunity for curb rash, and (I believe) cheaper replacement. Every single one of those is worth the trade off for looking slightly cooler. I already look awfully cool.
    3
  1733. I'll let it slide this once. He's a great guy and tremendous asset to the viewer community.
    3
  1734. Makes sense.
    3
  1735. It's legal here, but it ain't my thing. :/
    3
  1736. Unions gave away those pensions. They are no longer offered. You worked during the golden age.
    3
  1737. Team BEV for me as well, but worth noting that it isn't a full-size engine. It's a 1.5 liter engine, while most GM products start with a 3.0 liter and go up from there.
    3
  1738. Thanks!
    3
  1739. A viewer asked and it got me thinking.
    3
  1740. Exactly. Ford and GM have announced PLANNED losses on EVs into the 2nd half of the decade, and they're fine with that.
    3
  1741. 10k sounded awfully high. The racks hold deceptively few. Just 3 per rack. It's the ones lined up butts-to-nuts on the ground where you get 30 to a row.
    3
  1742. Well said. Tragic, really.
    3
  1743. Did you watch the video or look at any of the articles cited in the description?
    3
  1744. Depends which one you saw. There are 3 in rotation that YouTube will automatically test until one proves the clear winner.
    3
  1745. Federal gas tax doesn't pay for roads. It goes into the general fund. My state charges me now for the annual EV fee than I'd have ever paid them in gas taxes.
    3
  1746. I uploaded it to the 2nd channel an hour earlier. YT said it would be another 80 minutes to get it processed in 4K. That's YT for you. What's the goal?
    3
  1747. DOGE doesn't look into anything Trump does. It's a conspicuous blindspot.
    3
  1748. @Andrew Saint Absolutely! Lower costs wouldn't mean more deliveries, just longer wait times. Lower priced models are likely to return as the supply chain constraints normalize and the backlog of more premium models is whittled down. The great news is that Tesla has margin to work with should they need to pull that demand lever, with more room looking forward as economies of scale and manufacturing efficiencies bring down costs even further.
    3
  1749. It's almost like those criticisms were never made in earnest.
    3
  1750. I don't know any young scientists, so I'll take it under advisement.
    3
  1751. Couldn't agree more! I'll have to get you one of my new shirts with that theme. Sad we won't get to meet for the BC trip. :(
    3
  1752. Price cuts may need to become permanent as production continues to expand. There is a limit to how many buyers can afford to buy a car at a given price, no matter how good it is.
    3
  1753. Appreciate you, Ian!
    3
  1754. Depends on the final price. A Corolla has a lot more utility, so I'm not sure it's a fair comparison, but if we're just looking at economics, 150,000 miles in a Corolla is likely to run $15,000 in gas plus another $1,500 in oil changes. At $21-26k, it's not the bargain it used to be, but it's also a lot more car than it used to be. Unless you meant a used Corolla, then it's tough to say. ICE cars are likely to depreciate quicker than EVs in coming years, so there may be some nice discounts available in the 2nd hand market.
    3
  1755. Splitting wood ninja-style? Super hero secret identity shenanigans? Too many rumors, not enough evidence.
    3
  1756. I can't see how, but very few manufacturers use them yet.
    3
  1757. Who said it's swappable?
    3
  1758. Good Lord, man.
    3
  1759. Soon. It's unavoidable.
    3
  1760. Your anger should be with Vinfast. None this information is anywhere on their site. Maybe they could have spent a tiny sliver of the tens of millions spent bribing influencers on just making info available.
    3
  1761. Awesome! Thank you!
    3
  1762. Your madness knows no bounds.
    3
  1763. ABSOLUTELY!
    3
  1764. They hold no fewer than 14 patents according to this link: https://patents.justia.com/assignee/aptera-motors-inc Just a look at the thumbnail will tell you they're doing things quite differently.
    3
  1765. My guess would be unchanged, though overall adoption is likely to stall.
    3
  1766. Isn't she the best? After I met and her husband at Teslacon in Florida, I knew I had to get her on the show.
    3
  1767. Very few of the Tesla Bull channels dare to mention the negative. It upsets people. You lose subscribers over it. But I'd rather have a smaller, honest channel, than a trashy clickbait jerkfest where I just tell viewers what I think they want to hear rather than what they need to hear. I'm glad you appreciate the dedication to covering all sides, because it's a heck of a lot less fun.
    3
  1768. YOU the people, not we. Be careful mistaking your experience or your bubble for the wisdom of the masses.
    3
  1769. I interviewed Sandy at the Arcimoto Ramp It Up event, then met him again at Fully Charged in San Diego (no interview) and met him at a third event in Florida last week. https://www.youtube.com/watch?v=9z9xl8knLAk
    3
  1770. Yes! Archaic laws didn't always make sense. You've got the safest truck ever tested being banned, while less safe trucks are on those roads like it's nothing.
    3
  1771. Recent polling shows only 19% of self-identifying republicans have a favorable view of electric cars, compared to 55% of democrats. That's not encouraging. Even if conservatives suddenly loved EVs due to Elon's politics, all the service and charging infrastructure has been built up in blue areas. I've driven across the middle of the country, and while it works great for getting through it, it's not adequate if you actually live there and lack home charging.
    3
  1772. I'll be sure to tell that to the 90% of apparently improperly parked cars.
    3
  1773. It isn't easy, and I'd love for things to not be as polarized as they are now, but here we are. Thank you for the support!
    3
  1774. Cory gave it to me. He said, "if you actually need a hat, go for it!" Well, if the the sun is shining, I really do need a hat.
    3
  1775. I do love me some prep. I had questions written up for people that weren't even there.
    3
  1776. You're very weird and your behavior is abnormal. Fandom is universal. Nearly everyone is a fan of something. Anti-fandom is a mental illness and you should get help.
    3
  1777. Ah, but that's part of their misunderstanding. Hydrogen isn't a source of fuel, but a medium. If they already have enough power to make the hydrogen, then just power the generator.
    3
  1778. It does if they resurrect it, but can she lead?
    3
  1779. Glad it was helpful!
    3
  1780. Always! I know not everyone measures distance in hooves per footballs, and oblate spheroids by mass at 3,000 low-tide kiloburgers per hemi-condiment, so I try to keep it universal for the 99% of countries that have systems of measurement properly sorted.
    3
  1781. I only have three friends who tow. My old boss who has a utility trailer, and never goes more than 20-30 miles with it. My older boss who takes his boat out, maybe 10 miles each way, and my brother who rides dirt bikes and goes extraordinary distances. I don't think it would work for my brother, but for the others? Yeah, wouldn't even need to charge anywhere but home.
    3
  1782. I feel like it's her job to know these things, but then again, I'm not entirely clear on what her job actually is. Great seeing you again, thanks for coming to the event!
    3
  1783. That sounds like a political topic more than a tech one. That's not my jam.
    3
  1784. No, it's because the IRA credit is now offered at the point of sale.
    3
  1785. It has greater efficiency, but if it's not designed for failure, it's problematic. Nearly every carmaker could improve performance by sacrificing on the other aspects.
    3
  1786. Lol. I don't waste time at public chargers, even on road trips. I use the bathroom, grab a drink or snack if I need one, respond to an urgent message or two, and get back on the road. What I used to do in a gas car was scramble to get gas on the way to an appointment because I couldn't juice up at home. Also, my car takes about $5 to fill completely at home, so you do you, I guess.
    3
  1787. Not that big. It's about twice the size of Giga Berlin's first phase. I made a size comparison video here: https://www.youtube.com/watch?v=GkSPhu92yKQ
    3
  1788. Boy are you going to hate this. The Oxford dictionary recognizes both can be called a plug. https://www.oxfordlearnersdictionaries.com/us/definition/english/plug_2
    3
  1789. I mean... yes?
    3
  1790. The low curb weight will also limit what can safely be pulled, but we'll know more as it nears production.
    3
  1791. Glad you enjoyed it!
    3
  1792. That's a great point. Imagine if losing a cylinder on your car meant you only lose 1/8th or 1/6th of performance. Doesn't work like that. One down might as well be 50-80% down, and continuing to drive it like that is a very bad idea.
    3
  1793. A CONSONANT? In THIS market? Who can afford it?!?
    3
  1794. We tested it Saturday, and they didn't budge. I've only seen it on the pre-production model reviewers got their hands on. Even the Caresoft teardown couldn't get them to turn on the lift without the wheels being in motion.
    3
  1795. Ignore the people and follow the science.
    3
  1796. Better yet, let them do the same race with identical cars on the same course with cars departing every 5-minutes for 24 hours and see the broader trend. Luck plays a factor in a single test, but repeated tests will always regress to the mean.
    3
  1797. I still have hair. This is safer than going to a salon.
    3
  1798. That's not a possibility. How do people not know he collateralized the loan against Twitter/X itself, not against his own shares in a separate company?
    3
  1799. A fantastic question. I'd love to know the answer to this as well. :/
    3
  1800. Before talking to them I ask how much it should be. They always say zero, and I wish them well, but I'm not going to waste my time with unserious people.
    3
  1801. Some people do all their shopping at Margaritaville.
    3
  1802. I DID miss that... the one of them looks to have an awfully short wheel base, but I don't understand why they'd have it out in the open like that. Good catch!
    3
  1803. Once you get past the tipping point, chargers will spring up everywhere, and gas stations will no longer be financially viable to build. Australia is quickly approaching that point.
    3
  1804. The EM facility is small and in a lot more desirable area. The other two are in the middle of nowhere. I'm not sure who else could take over those spaces for any use other than a warehouse.
    3
  1805. But then what would you have left to comment? I have to look out for you too, Tim.
    3
  1806. It's the 2 mics being ever so slightly out of phase. Off by a fraction of a frame. Normally the editor would lower one to prevent that. I'll send him a message.
    3
  1807. With long-term investing, you only have to know which direction it's headed. With short-term trading, it's a whole other beast. With options, you need to know the direction, depth, and timeframe. That's a world of gambling I'd never want to participate in, especially knowing that it's dominated by teams of research scientists honing algorithms that are smarter and faster than any human could ever be. Like gambling, the only way you can typically beat those guys is with sheer luck.
    3
  1808. Tubular, Johnny!
    3
  1809. Well said.
    3
  1810. That 375k is about as real as Shanghai's "over 700k" number. A single Model Y line can do 250k, and they're installing the 2nd and 3rd lines now.
    3
  1811. Ban trees!
    3
  1812. He's a very sharp guy.
    3
  1813. They're 51,000 pounds each. Even a C5 Galaxy could only carry 5 of them. Air would not be a reasonable way to ship them in terms of cost. Any savings in labor would be lost in shipping.
    3
  1814. Lol. It's marketing speak. Nobody who knows the first thing about batteries would think otherwise.
    3
  1815. I'm not. I haven't even heard tangible rumors yet.
    3
  1816. It's not for everyone.
    3
  1817. Wait, how? Is it free speech or curated speech?
    3
  1818. Greed. They think they can get the 20x you and I enjoyed when investors finally realize what Tesla has to offer. The greed has overshadowed even the most basic math skills. People were still buying VFS when the market cap was $200b seemingly unaware that the odds of it becoming a $4T company within twenty years is literally zero.
    3
  1819. You seem to really, really hate the company. Maybe you need a healthier hobby.
    3
  1820. Isn't she the best? So smart, so concise, so fact-based. What a resource!
    3
  1821. @carholic We'll know more today, but it sounds like they're getting a stronger magnetic field from less material via clever engineering. Tesla's motors already weigh less and have higher performance than others we've seen torn down.
    3
  1822. You know we don't do conspiracies here, and that one is paper thin.
    3
  1823. He's the president's right hand man. You and I can see the separation, but we don't get to act like we don't understand why others would see this as the quickest way to get a message directly to Trump.
    3
  1824. I know they design their own chips, but I'm not aware of them having their own fab.
    3
  1825. We just had a vote on this. Shareholders disagree with you.
    3
  1826. That "apology" reminded me of when my kids would fight and we'd tell them if they didn't apologize they'd be in even more trouble. Dan dun goofed. He's not stupid enough to pretend he didn't know better, and that was not an apology.
    3
  1827. Not that I know of. We haven't seen the necessary parade of concrete trucks in there just yet.
    3
  1828. My track record is spotless. I take hard stands and virtually never miss.
    3
  1829. We had some fun. Thanks for taking the time for me.
    3
  1830. @tb2m I've sent him the research with breakdowns on oil subsidies. We'll see if he's willing to acknowledge it.
    3
  1831. It happened. The Soviets would have been the first to cry foul.
    3
  1832. Trademarks on reasonably common terms are always limited in scope. Tesla owns a trademark for the name strictly in the automotive context. That's why they applied for separate trademarks in China for the audio components used in their Car-aoke system. If I had to guess I'd say whoever made the decision is one of those blind Musk haters who will stop at nothing to cause what they imagine is harm to Elon. After all, it isn't that person's money on the line, but the company's.
    3
  1833. What's equally batty and heartwarming is that they leave so many comments. Are they unaware how much it boosts a video's prominence on YouTube?
    3
  1834. The accuser has no such burden. All credit claims are validated prior to payment.
    3
  1835. Easy! We just need worse humans. Problem solved.
    3
  1836. Maybe you could watch the video, because it's explained in there. It's going to be on display, and Jan is going to see it.
    3
  1837. The revenue potential is massive.
    3
  1838. What I ask people who are deeply skeptical is how they can afford a human driver. Once or twice a year? Sure. But much more than that, it's going to be cost prohibitive. It's like the people who say they'll never take the train until it's the only viable option to get somewhere.
    3
  1839. For a first mass produced car (which really, it mostly is,) it's not that bad.
    3
  1840. Rob is repeating speculation from the drone pilot. The entire basis for the claim was that the pilot observed a meeting taking place outside. If we see permits, or contractor trailers and equipment start showing up, then we'll have a better idea.
    3
  1841. This is a pre-tape.
    3
  1842. Maybe one day!
    3
  1843. I do the same. It's sufficiently rare that I need to go hundreds of miles on back to back days that it isn't even something I think about.
    3
  1844. Without a doubt, but I'm sure they love seeing legal support for EVs falter even more while their subsidies remain untouched.
    3
  1845. East or West? Going to be in Vancouver on September 25th for EVolution '22. It's a free event. If you're close enough, I think you'd love the panel I'm hosting with Tesla Herbert, Lars from Best In Tesla, Nikki from Transport Evolved, and Bear from Bear's Workshop.
    3
  1846. Lol
    3
  1847. I just checked, and yep, he axed nearly every comment I left. That eliminates all doubt. He's not incorrect, he's lying. He absolutely knows better, but he is NOT interested in educating viewers. Tesla hate draws big clicks and Scotty is all about it. This changes my view of him rather completely.
    3
  1848. [jots notes furiously]
    3
  1849. Right on!
    3
  1850. My state (and many others) already have an EV surcharge on the annual registration.
    3
  1851. That's a crazy one!
    3
  1852. That's the half-billion dollar question, but my guess is it's where they'll be folding the origami stainless steel for the CyberTruck. I don't know this, none of us do for sure, but it would make sense. Though there's no reason to think they couldn't do this in other parts of the factory as well.
    3
  1853. Also worth remembering that you can't sell cars that aren't for sale yet.
    3
  1854. Thank you! Cheers!
    3
  1855. Thank you so much, Jim. There have been countless channels like mine that just didn't survive this far. I was lucky in that I had the time to dedicate to it.
    3
  1856. The numbers I've run aren't quite that generous, but considering the incentives available for Tesla buyers in some states, you really have to question the judgment of someone still picking an Accord or Camry over a Model 3.
    3
  1857. Thank you for all the kind words.
    3
  1858. Maybe, though I'd be more concerned with how I'd get repairs done.
    3
  1859. @Wayne Nguyen And what happens to those service centers if the company goes bankrupt?
    3
  1860. Oh it's awful in that regard. I'm not remotely tall, but found it very difficult to get in and out of.
    3
  1861. 400k struck me as high, since the vast majority of deaths are in developing nations where auto safety and road standards are still pretty far behind. You and I have talked quite a bit about our experiences with FSD, and like you said, our experience has always shown an abundance of caution more than anything else.
    3
  1862. Like Dan said, the federal requirement is already 8 years. That's $10k on the cheapest plan for the bigger battery. I'm not interested in that wager.
    3
  1863. Thinking I'm a fanboi shows you haven't spent much time here. I criticize when it makes sense and tell everyone who will listen to keep their eyes wide open. Toyota is lying, as they have about solid state batteries for FIFTEEN YEARS. If they were serious, they wouldn't be pushing gas AND hybrid AND hydrogen. This would be the only drivetrain they'd pursue.
    3
  1864. The bigger, older ones. They do look pretty awesome.
    3
  1865.  @pawpatrolnews  I'd give that 90% odds.
    3
  1866. "Wait, you've been calling that building TWO?!? I've been calling it building B!"
    3
  1867. You wouldn't believe how many people are still saying the legacy guys are going to swoop in and beat Tesla. Jim Cramer is still saying it about Ford. It's just nutty.
    3
  1868. Solid point. Would explain the lack of branding on the crates we've come to expect from IDRA.
    3
  1869. Thank you kindly. Videos like this don't make me popular, but it has to be said.
    3
  1870. Leaves me with concerns that these "investors" aren't remotely aware of what they bought in to.
    3
  1871. I don't get VTOLs either. So much energy, so little margin for error.
    3
  1872. Yes. Once interior space is one full square away from the outside, with walls nearby, it begins counting.
    3
  1873.  @TheZackrambo  No, they count even with window holes. That's how it worked in Shanghai, and "dry-in" for interior completion doesn't require 100% weatherproofing, but sufficient isolation that interior work can commence.
    3
  1874. I have to bribe them.
    3
  1875. Oh but you misunderstand. I mean it as a compliment. Like "beast" or "monster". It's not trying to be anything it isn't. Brutalist design at its finest.
    3
  1876. You found it. ;)
    3
  1877. @XXfea Or stationary storage. Diesel generators run out of fuel just like batteries run out of charge.
    3
  1878. I haven't talked much with Farzad. I invited him on the show some time back, but then he was traveling, and I wasn't able to get a response after that. It's unfortunate. I think he has some unique perspectives that would make for interesting conversation.
    3
  1879. None of that is bad news. Rental companies don't keep cars more than 2 years, and you could see Lucid's demise from space.
    3
  1880. Yes sir I did.
    3
  1881. Vegas, baby!
    3
  1882. That's actually not the craziest theory.
    3
  1883. Humans are ill-suited to the task of driving. We get by, but we're not the ideal tool for the job.
    3
  1884. Nothing that rose to such a level, but just some real hostility at a time when the channel was first getting off the ground.
    3
  1885. Appreciate the offer, but I'm in a good routine with my editor.
    3
  1886. For sure, but considering the magnitude of the ad spend, he could have done something that didn't endeavor to put lives at risk.
    3
  1887. More to come!
    3
  1888. Sandy made a whole video debunking the notion. The castings are stronger than the stamped pieces they replaced. Any accident with sufficient force to damage a casting would have already totaled any other car on the road, regardless of the method of construction. With that said, you can absolutely weld a casting. If it's 50 years from now and your antique car is badly wrecked, yes, you can weld it.
    3
  1889. No Howard, we're past that. The grid will be saved by EVs, not doomed.
    3
  1890. We've debunked this repeatedly. The studies fail to account for decentralization and stationary storage.
    3
  1891. I know, right?
    3
  1892. How could they? Normal product releases invite media in to see it before it goes live, or at least tell them it's coming. Even then the coverage might not come out until a few days or even weeks later. It's unreasonable to expect reporters to drop everything to try to find a location where they can bodge together some no-access coverage. They invited media in in Europe, and Europe has coverage. This is squarely on Tesla. They need to stop being hostile to the people who should be their biggest allies.
    3
  1893. I'm not trying to make enemies or personally attack him. I think he's quite a character. He's just dead wrong about Tesla, and I can't imagine he doesn't know better.
    3
  1894.  @gary6516  You can put buses in tunnels. They've done this in Seattle, but the tunnels have to be significantly larger, so the cost savings is largely erased. When you don't need massive throughput, a massive tunnel isn't as important as the price tag. Important to not let the perfect be the enemy of the good.
    3
  1895. E performance? Camera is a Sony ZV-e10 with a Sigma 16mm lens.
    3
  1896. For pre-production, that's a very respectable figure. Especially when you consider VW takes 30-minutes per vehicle, and they are very, very good at production (historically.)
    3
  1897. Wow, thanks!
    3
  1898. It COULD happen, but I don't think it's likely. They'd be more likely to just mandate vaccines instead, and really, no place in the US is shutting down, even places that should. :(
    3
  1899. I'm proud of the work we do in Oregon, and I hope to see you at the next meeting on the 14th. We'll talk about the plan for the next big event.
    3
  1900. Those aren't super crazy on pricing like they were for a time.
    3
  1901. Not much more you can ask for, really.
    3
  1902. Awesome, thank you! I had the idea back when Berlin was just getting started, but it just didn't occur to me (how?!?) to make a channel to show it. Berlin is so far along that unless they break ground on a second phase I'm not sure how helpful it would be. The site as it is is already so close to complete.
    3
  1903.  @ChrisCV23  It's a digital glitch. Likely a reboot and re-render would fix.
    3
  1904. I thought of that. She blocked me after we broke up so I don't have a good number for her.
    3
  1905. Best to remain caught up any way possible.
    3
  1906. Won't the bots themselves take that job over within a few years?
    3
  1907. People do say that, and when I explain the added cost, many of them pretend cost isn't an issue. But when I tell them cars with 500+ miles of range already exist, they tell me they're too expensive.
    3
  1908. It's a lot more refreshed than I expected.
    3
  1909. Small trucks just don't sell in big numbers. It may move more units than a minivan or cargo van, but it isn't likely a big enough market to get priority just yet.
    3
  1910. Thank you so much 😀
    3
  1911. It's also made me see how untrustworthy some news outlets can be. When I'm studying 10-hours a week of drone footage and some lazy joker hasn't seen a single minute gets in front of millions with demonstrably false information, it erodes trust entirely. I look at the "professionals" now and consider them as trustworthy as the newest YouTuber, and that's being generous.
    3
  1912. That will be explained in tomorrow's video.
    3
  1913.  @davidwill1320  I agree on the extra arms, but a humanoid bot can operate any legacy machine that was built for a human. If a flood is coming and there aren't enough Smart Dozers to put up an emergency levy, these could operate them. Securing vehicles to a car carrier might be space prohibitive with 4 legs. Walking a narrow ledge would be difficult if not impossible. There are use cases. I spent years second guessing Elon. Why build your own vehicle platform when gliders will always be available? Why build your own battery factory instead of just buying them? Why build whole new factories instead of moving in to existing ones? Now I trust that the team he's assembled is vastly smarter than me and has looked at every angle to determine best paths forward. Thank you for the great conversation, by the way! I feel your points add a lot to the discussion.
    3
  1914. Oooo that's a nice one!
    3
  1915. I appreciate that!
    3
  1916. The printed it on a billboard once, but I couldn't back up far enough to see it. :/
    3
  1917. My step-dad was a Ford loyalist until he tried to buy an F-250 in the 90s and found that Ram had something slightly better for his use case. Nothing revolutionary, it might have even been as trivial as the financing. Decades of brand loyalty were erased with the swipe of a pen.
    3
  1918. The dates of the source clips on showed on every frame though.
    3
  1919. That would have been an amazing demo.
    3
  1920. Two Brian W's with an eye on the Future (since his channel is Next Big Future.)
    3
  1921. We haven't seen confirmation of this, but I doubt it.
    3
  1922. Nice, thanks!
    3
  1923. The hostility to reason is what's most concerning. Anyone who objectively thinks about it for five minutes will reach the same conclusion. Sunk cost fallacy can turn otherwise smart people into genuine fools.
    3
  1924. I have like 115 videos. You probably could watch them all day... just saying. ;)
    3
  1925. We didn't say that. We said they could. Starbucks is already in a partnership with Volvo.
    3
  1926. Not here. Who is president is not part of this discussion.
    3
  1927. They did. Safety was specifically addressed. Nothing has changed.
    3
  1928. It is indeed on the way, and will be published on the 8th.
    3
  1929. Not really, when compared to other EVs.
    3
  1930. You've literally never posted a single comment here. Concern trolling expired ten years ago. Your boycott means nothing since you were never my audience, and it's abundantly clear, because no one who had seen my videos would find this objectionable.
    3
  1931. Gotta keep it real.
    3
  1932. We'd need to get a commercial driver's license, and we all live in different places. 😣
    3
  1933. You're scared and I get it, but no amount of magical thinking or attacking the messenger is going to fix their terrible road map. I was right about Arcimoto, Lucid, Nikola, and Vinfast, but sure, this is the ONE time I'm wrong. You're obviously not a regular, so I'll save you some time. My analyses are highly respected because I always cut through the PR and hype. I stick to the facts, even when I don't like them, which frees me up to say unpopular things, sometimes to some really nasty people. You're free to dislike me, but if you dislike objective reality, your opinion is meaningless.
    3
  1934. Thank you! It's performing EXTREMELY poorly, but I also posted it at an unusual time, so maybe that's part of it.
    3
  1935. Have not been adding. No funds to do so. Everything I have in reserve is being held to keep me afloat until the channel can get me up to something close to a living, as my business is still a bit slow and I'd really, really prefer not to have to go back to a day job. That would just about kill this off. :(
    3
  1936. Thanks! Will do!
    3
  1937. Their strategies have been effective. I'm not qualified to say which approach is the best, but I understand their belief that with the population density as high as it is, a new variant could rip through the city very quickly. Losing a few days of production isn't likely to materially impact the total of 2022 deliveries, since they have parts bottlenecks for components coming in from outside the city. I'm confident they'll make up for those days very quickly and Q1 will still be amazing.
    3
  1938. Anyone can file a complaint. Haters love to file complaints on behalf of others. If every complaint resulted in a star being removed, despite any ability to replicate it under test conditions, every car would be zero stars.
    3
  1939. Excellent question! The biggest reason I believe is because it's extremely difficult to eek out a few more watts, and there are already dozens of public and private research groups already working on it. It's not among their core competencies and entering that space would be extremely expensive, and may not even result in a product that's better than the competition. Battery improvement was critical to getting EVs into the mainstream. Solar panels are already more than adequate for their task, without much headroom for improvement. Unlike batteries and silicon chips, the room for improvement in solar is limited, despite high cost of entry, and the opportunity to disrupt the industry is limited.
    3
  1940. Elon has never claimed to be a rocket scientist. He's inarguably a good businessman though. X is more of a hobby than a business, so far. Everything else he's helmed has moved forward exceptionally well.
    3
  1941. I don't get it. He knows his eyes must be on the road, and his hands on the wheel, otherwise the car will immediately issue a reminder. It's a very odd story all around.
    3
  1942. Giga Berlin only makes one model, and they were not made available for sale during this period. The only sales you saw were old models and inventory reduction.
    3
  1943. There's no wink in the "joke" and no punchline. It's in no way immediately or even eventually obvious that it's meant to be funny. Just terrible.
    3
  1944. We gotta look out for each other.
    3
  1945. This my guy! Love your channel, my friend!
    3
  1946. @ N. Bruce Nelson. Certainly not a final figure. A bit impossible to know.
    3
  1947. You're the best!
    3
  1948. Glad you enjoyed it! The topic has been covered so thoroughly (and so well) I almost didn't do it, but there were just too many points that needed to be connected.
    3
  1949. We'll see if it sustains when the runup ends.
    3
  1950. Exactly.
    3
  1951. My understanding is that most of the scrap IS chipped for reuse inside the facility, since we see so few of the trimmings outside. We really only see genuine scrap out here, while the flow channels don't make it to the skips.
    3
  1952. Right there with you my friend. :/
    3
  1953. Maybe the rest of us are just drunk in one eye.
    3
  1954. We cover that. ;)
    3
  1955. Thank you too!
    3
  1956. I appreciate that! It's taking ages, but they're starting to come around.
    3
  1957. Over what? He already says Tesla is the best, and Ford's serious generation won't be out for another year or two. Who do you think are the up and comers?
    3
  1958. Herbert's are 25-30 and he also gets more views.
    3
  1959. Those EVs already exist. If you really are a shareholder, you know that. That's not what this is about. Shouldn't people be allowed to drive unsafe cars? Or burn leaded gas? Or smoke in movie theaters? People loved doing all those things, and they only stopped because of legislation. We are here.
    3
  1960. The people who complain that Tesla can't ramp like a normal car company should be afraid of what will happen as they continue to accelerate.
    3
  1961. You and me both! I have a couple different webcams I plan to have with me on every drive until people get sick of it.
    3
  1962. It apparently does matter. That's why sales are so low. Tesla doesn't need an uber-luxury division. Building a more expensive car is easy. Building a better car cheaper is very hard.
    3
  1963. Wow, thanks! I put a lot of work into these. I gave up on just trying to read the news ages ago because there are other channels that have that down to a science, and I figure most of my viewers already know the news. It's a lot more work to pull a series of new and old stories into a narrative, but I feel like that's the sort of thing I'd want to see, so it's what I aim to provide. Glad to hear it resonates with you!
    3
  1964. On the good news/bad news scale, I'd consider it no news, or even slightly good. While I would like to hear an announcement, I can appreciate that they want to stay focused on getting Factory 3.0 dialed in before expanding further. The market is fickle. That's why I only make predictions for the longer term.
    3
  1965. It's already a thing. People do this with Ford lightning trucks in Texas. Don't assume something is stupid just because the concept sounds unusual. Sometimes the assumption you need to challenge is your own
    3
  1966. Not unless that's a thing that happens regularly already.
    3
  1967.  @GROND15  Solid point. This is a pre-emptive bailout to the legacy guys because it's increasingly clear they can't sell them at a profit.
    3
  1968. Appreciate the feedback on the highpass. Can't replicate the issue on my side, so was just hoping for the best. Yes, not a single disengagement despite the significant rain. Very good showing.
    3
  1969. Free markets don't exist. States rights do, for now, though time will tell on that one.
    3
  1970. It didn't cost anything. That was all done under warranty. The total for all repairs since the warranty expired is around $6,000, which figures out to less than 3-cents a mile.
    3
  1971. They've moved away from rebuilding batteries. Any imbalance between modules may result in a shortened lifespan. And you're right, if it's structural and foam-filled, a failure would likely mean it's time to ship it off to the recycler. Fortunately the newer designs and chemistry have resulted in greater longevity.
    3
  1972. Probably best to keep your fantasies to yourself. Elon isn't even discussed in this video, so your obsession is doubly bizarre.
    3
  1973. That wasn't clear at the time, and no announcements were really made either way. Had I known the entire site would be entirely built in a single go, I would have likely run my math a bit different. I was under the impression that the eastern area would be completed before moving onto the 2nd & 3rd buildings. As of Q2 2020, they only had $8.6B cash on hand. Without the pair of $5B capital raises, it would have been risky to build out Austin to its current footprint, since in 2021 alone construction costs were $6.6B. Had the factory been built in this way, my tracker likely would have been dead on the money.
    3
  1974. You can juice it, use solar, or both.
    3
  1975. If brakes were prone to functional failure, that would already have been a news story before the testing pattern could emerge. Since brakes aren't failing in the real world, but only on the tests, it leads me to conclude that the visual test is the primary issue.
    3
  1976. It's a great question. The problem you're getting at is valid, that we don't KNOW what engineering obstacles remain. The structural battery pack is a solved problem, since they're already introducing it for Texas made Model Ys. The biggest-ever front/rear castings are likely solved as well, but if not, they could substitute a joined pair like they did on the rear of early Model Ys. The added tech, which as far as I can see is just the rear steering, could be put off for later builds just to get it into production. I don't see this impacting early demand. I know very few truck owners who would want this, let alone be willing to pay extra for it. This leaves the origami stainless shell. Sandy Munro doesn't consider this a likely obstacle, describing it as only an engineering problem, and one that can be solved with existing methods and technology. I think of it like a factory that makes custom sandwiches. That doesn't exist today, but it can. You'd need some new methods and software, but all the pieces exist. You'd just need to get them all together. There's no reason it can't, it just hasn't, and it can take some time to iron out the wrinkles.
    3
  1977. I hope they're turning a profit on them.
    3
  1978. No problem 👍It was a great demo and I hope I did you guys justice.
    3
  1979. Good news then. Tesla will continue driving meat operated cars for quite a while longer.
    3
  1980. I haven't, and I've looked like crazy.
    3
  1981. Which authorities?
    3
  1982. Camera wasn't rolling for that, but there wasn't much to see. He was furiously on the phone trying to get someone to come over and take action, so we figured better not to be there when they showed up. I'm not out to make enemies, just great content. I reached out to Ford to see if they would speak to me, but like every single company I've tried to contact that makes 4-wheel EVs, they did not accept the offer. I try to explain to all these companies that I'm going to be covering their brand whether they cooperate or not. If they don't want unofficial coverage, it's incredibly easy to avoid. Just allow me to make enough sanctioned material that I don't have time to go out and make the story myself.
    3
  1983. Thank you Owls. I appreciate your regular comments, and I dig you being here.
    3
  1984. I made a video about it four days ago.
    3
  1985. It will be interesting to see how close they can get to the targets. Speed really is the key, but it's a genuinely massive obstacle.
    3
  1986. Shore power, love it!
    3
  1987. Wow, thanks!
    3
  1988. The one above the couch in the living room? I have. It's nice but it didn't really help all that much. The mission is to advance space exploration and ensure the future of humanity. I'm not sure which part of that is helped by antagonizing the governor of the biggest state in Tesla's biggest market.
    3
  1989. All stuff from a guy named Greg The Hero (the solo act, not the band of the same name.) I hired him years ago to make a bunch of music for me for another project and I just haven't found anything better since then. He's very talented.
    3
  1990. If they watch and don't like it, I get that. These jackwagons didn't even watch, but they're darn sure NOBODY else should watch either. What a thing to do to a stranger.
    3
  1991. I read your comment four days ago and wrote a reply that took way too long, got way too involved, and took way too much research. No biggy, I'll just whip out a quick video about it. Easy peasy, right? I grossly underestimate the amount of work it would take to competently respond, but I feel like the end result was well worth the journey. All your points are valid, and only "wrong" in the same way mine are, which is that we don't know what we can't know, and are largely left guessing. We'll know more as the month go by, but whichever way this goes, I'm giddy to watch it unfold.
    3
  1992. I never advise shorting. Options trading = gambling and you can't beat the house for long. It's a shame to see how far they've fallen behind.
    3
  1993. Someone would have to be beyond stupid to see these numbers and believe that. They'd have to be dishonest.
    3
  1994. Wrong video, wrong channel.
    3
  1995. Thanks for watching!
    3
  1996. They're counting on protectionism to keep them afloat. That might work in the US, but it's not going to do much for their international sales.
    3
  1997. What hype? Who are you talking to? There is absolutely a shortage of US lithium refining.
    3
  1998. Good catch! They sure do. Interesting information, thank you for this correction.
    3
  1999. Nice try, cleverly disguised drop bear. We're wise to your tricks! I'd love to see Australia someday. It's never made it to the top of my list due to the local costs. We went to England and Ireland this year for Fully Charged, but that was my first time visiting an English speaking country (apart from Canada, but I grew up 100 miles from the border) because they're all just so darn expensive. Hopefully as the channel grows I'll be able to find a work related excuse to get there.
    3
  2000. I expect steer by wire. Not so sure about brake by wire.
    3
  2001. Hope you enjoyed it!
    3
  2002. Thanks so much!!
    3
  2003. If you had asked me a few months ago, I'd have said no. At one point I even replaced the central corridor square with question marks for this very reason, but they resumed footing work, which upended my assumptions. Berlin has a lot of interior concrete walls, so I don't count that as a good indicator. The green extending down to it definitely suggests the structure will go at least that far. My hesitation to commit is the massive lack of loading docks around the property. Curious to hear what all you guys think.
    3
  2004. He's just happy to have a guest who knows better. ;) He's very optimistic, and a self-proclaimed ultra-bull. He's interviewing me again later today. It's the bigger channels that make me scratch my head. They're seldom closer on these predictions, yet they have no interest in my help. That's not their loss, they do just fine. It's a loss for the community because so much trust is placed in them.
    3
  2005. I'm not dismissive. I've owned a two seater before. They're great fun.
    3
  2006. Yes, but Rob also explained why it's unlikely. Didn't strike me as a sufficiently strong speculation to include. Thanks!
    3
  2007. I think $5k without insulation would be about right, but I assume these are thermal windows, which increases complexity significantly, especially at this size.
    3
  2008. You must not remember your previous comments. In other words, I don't believe you.
    3
  2009. Giga Shanghai come online precisely on time. Model Y was released months early. While I agree that FSD, semi, and Roadster should already be here, those are just some of his claims. Elon of 2018 has learned a number of lessons, though we can surely agree maybe not enough of them, but to suggest that ALL his timelines are bunk seems contrafactual, as Berlin appears on schedule despite environmental and COVID delays. While he used to promise Mars tomorrow and only deliver the moon on Thursday, he now more often promises nothing and delivers before expected. The Model 3 heat pump and thermal window updates weren't even announced before they rolled off the assembly line.
    3
  2010. If my Uber turned out to be a Cybertruck, the trip would be memorable and the tip would be generous.
    3
  2011. This is a fun way to look at it
    3
  2012. Gotcha! As I understand, the lithium refinery was planned to be built in the area where all those white trailers are parked. It's been postponed, possibly because the lithium mine out east was held up in permitting. This building will be manufacturing the cathodes used to make the batteries. So not refining an element, but making a specific part, rather than buying them from someone else. This isn't being done inside the battery corner of the factory because it requires too much space.
    3
  2013. I dunno, Tony. You don't sound all that shocked. ;)
    3
  2014. That's the hope, but that stainless skin is going to be awfully heavy. Will be interesting to see.
    3
  2015. I don't know what the laws are in Canada. It's either legal or it isn't. That's what ultimately matters.
    3
  2016. It's the subscribe button. Editor is aware of it now.
    3
  2017. Absolutely. This is exactly what I wanted to see for the Boring tunnels.
    3
  2018. I'm not as convinced. Most of legacy auto has strong government backing in their home countries.
    3
  2019. They usually go straight to homophobic insults. Childish for sure, but that's just a level of ugliness that has no place in civilized discussion. The one I've seen is "You know he's not going to pay you guys for defending him, right?" Buddy, people who invested even $20k more than 3 years ago have been paid more than if they worked for Tesla.
    3
  2020. Batteries are not the fuel tank. A larger fuel tank doesn't make your car faster, but a larger battery will. That's why all the highest performance EVs have the biggest battery. You need it to get power to the wheels, even more so than the motors. Batteries and motors are the drivetrain. Motors are relatively cheap and easy to replace compared to an engine or transmission, but it hardly matters since they rarely fail in the first 150,000-200,000 miles of use. Labor to replace an engine are in the 15-25 hour range. Labor to replace a Tesla battery is in the 3-13 range. Working on an EV is vastly easier. A brand new engine is about $7k, while a battery is about twice that. In both cases, you probably wouldn't bother if the car already has 200k miles on it.
    3
  2021. Dang it! I'll get that fixed on the next one. Thanks!
    3
  2022. I just can't believe how little happened in terms of space milestones in the decayed's since Apollo.
    3
  2023. Exactly the right question! They currently have 6kton presses, capable of making Model Y parts. We know a single 9kton press is enroute, capable of making front and rear castings. They cannot (according to Sandy, whom I believe,) substitute the 6kton press for the front casting, since it would be too wide by a smidge. Forget volume, it's also about surface area. They CAN use the single 9kton press to make both front and rear castings, but it would require them to change out the die periodically. That's effective, but inefficient. They will use the single press to make both in advance of the ramp while waiting for the 2nd 9kton press to improve efficiency. Even this less efficient method is still far better than stamping the body.
    3
  2024. Cells may be well supplied, but finished products are a whole other beast. The ability to effectively manage the power by the penny will mean a world of difference to the customer.
    3
  2025. FSD questions had been on my list before, but I feel the Lex Fridman interview addressed them. He doesn't know for sure because no one does. Like any first-of-its-kind technology, there are too many unknowns, and it will remain impossible until it isn't. I have another 15-20 questions after these, but this list represents what I expect would take up our entire time, and they're the deepest questions with the most room for rambling insights of what I've got.
    3
  2026. CEO pay is about $5 a car. If you offer to let all the builders split $5, they'll rightly laugh in your face. Give 100% of it to the workers and it's less than a penny an hour.
    3
  2027. It was evaluated prior to the cancellation of the Bolt.
    3
  2028. It makes more sense in a country where the majority of buyers living in apartments, and the central government is able to dictate exactly how stationary storage can be used.
    3
  2029. No matter the brand, you gotta beware of new models. Doubly so when there's so much new stuff jammed into it.
    3
  2030. This is not going to be built instead of Mexico, but in addition. The idea is that these will be sufficiently popular that localized factories on each continent will be required to meet demand. We heard on the earnings call that they have almost finished the design for Mexico. Once the design is complete, they can submit it for permitting and get to work.
    3
  2031. We're all in this together. ;)
    3
  2032. Certainly. Looking at cars sold profitably for $35-45k shows some pretty great offerings are out there, just not from Chevy. There are a whole lot of ways to get the costs down, it's just that some of them are a bit new to these companies.
    3
  2033. You should look into how recalls actually work. It's abundantly clear you have no idea what you're talking about. Tesla has among the LOWEST in-person recall rates. Do better.
    3
  2034. I don't think it's as likely this time.
    3
  2035. You must be joking.
    3
  2036. Glad you enjoyed it!
    3
  2037. Absolutely.
    3
  2038. It isn't time. Not yet. It's still over the horizon, but we need to get the conversation started before it becomes urgent.
    3
  2039. V11 is already dead, so neither. Now I'm just annoyed they won't give me v12.
    3
  2040. That's just a fact
    3
  2041.  @texan-american200  yeah, doesn't seem to be a shortage of workers willing to put in the hours for what Tesla is paying.
    3
  2042. Can't wait!
    3
  2043. They do. We just don't see it because dealerships typically hold months of inventory, while Tesla's pipeline clears much more quickly.
    3
  2044. @Mark Holland - I would agree that the vast majority don't care either way. Tesla is improving at the rate we saw from PCs in the 90s. Sure, you can wait a few months or years for an even better one, but at some point you just have to jump in or you'll spend your whole life waiting.
    3
  2045. Thankfully courts disagree.
    3
  2046. I still do quarterly production estimates. So far, I'm still among the best.
    3
  2047. I just don't get why people want worse efficiency for appearance. A lot of people remove the aero covers because they don't like how they look. That's free money down the drain!
    3
  2048. More to come!
    3
  2049. I suspect the answer is already in your question.
    3
  2050. 2-weeks maybe, 4-weeks definitely. ;)
    3
  2051. I can't imagine they're so sneaky and brilliant they could pull this off, but forget to not order different hats. That doesn't add up.
    3
  2052. @hvh377 Fast charging hasn't caused battery degradation in almost ten years now. The chemistry and charging has moved past that.
    3
  2053. Understood, thanks Jim. I am on PayPal with the email address listed on my ABOUT page here on YouTube. If you're able to help out, it would be greatly appreciated, but do know that your being here, watching, and subscribing is already a thing that absolutely makes my day.
    3
  2054. Same artist, but newer stuff I bought for a different project. ;)
    3
  2055. Redwoods survive fires. Their bark is very thick. Even if they burn on the inside, it usually doesn't kill them. It's how they were able to survive lightning strike induced wild fires for thousands of years before we axed them all.
    3
  2056. You're bad at this.
    3
  2057. They have been since last July.
    3
  2058. I believe Tesla is in a unique position to weather the shortage than any other car company, since this has been their expected growth trajectory all along. That's a big part of why they didn't suffer the same parts shortages as others over the last two years. While Ford & GM are just now waking up to the inevitable EV transition, Tesla has been counting on it since the beginning. This unwavering commitment makes Tesla the buyer of choice for many supplies, since they don't fear the program will be suddenly cut, like with so many past EVs. Tesla also has the ability to effectively use a more diverse array of battery types and chemistries, affording them even greater opportunity to capitalize on whatever is available and keep the products flowing through whatever the path of least resistance is.
    3
  2059.  @rathje04  Giga Texas wants to launch with the structural 4680s, so that might cause delays. Even MIC Model 3 was made with MOSTLY Fremont-made parts, and I'm not sure they'll have the spare capacity to support a solid ramp in Texas. This will happen, and quickly, but the logistics leave too much to the imagination.
    3
  2060. I think they might consider a different rear casting for that, since the wheel wells come up awfully far into the area you'd want to use for cargo.
    3
  2061. I get feedback telling me to do the other thing no matter what I do.
    3
  2062. Wrong channel.
    3
  2063. Greetings, fellow nerd!
    3
  2064. Glad you enjoyed it!
    3
  2065. V1.0, surely not. Later versions could be anything though. Waterproofing is easy compared to pressure-proofing. Even if they only operate to clean up in waters under 50-feet deep, they'd have ten million man hours of work to do each year without hardly making a dent in it.
    3
  2066. Yeah, but the numbers the Lucid guy shared were... questionable.
    3
  2067. I didn't see the 2022 list, but of the items on the 2021 list, nearly all of them happened (mostly later than he expected.) Gary gets Tesla more than most of the Wall Street guys, but like all of them, he's far from infallible. His price targets are definitely on the "wildly optimistic" side.
    3
  2068. I just never know which way the stock is going to move. If you knew a day or week in advance with 100% certainty what the deliveries would be for the quarter, would it even help you trade? We often see them exceed expectations only to watch the stock tumble, or miss expectations and climb.
    3
  2069. Great point!
    3
  2070. @Tedd Moss There are a bunch of benefits, but you're right that the cost first has to make sense. If it breaks even in 10 years, that's still a 7.1% return. I suspect on an installation like this, it will take significantly less time than that, which makes it an easy decision. Unlike residential solar, this is about the easiest installation possible, making the upfront cost far lower. Add to that the economy of scale for buying panels by the trainload, rather than a small truckload, and it just keeps getting more attractive.
    3
  2071. The entire market has taken a hit. There are factors that have nothing to do with Tesla driving that. Unless you think Tesla IS the market, or somehow controls the entire thing.
    3
  2072. Train whistle.
    3
  2073. Details!
    3
  2074. Their net earnings are still better than a lot of their peers. That will buy them some breathing room.
    3
  2075. Goodyear says they're getting closer.
    3
  2076. I am wholly disenchanted with the prospects of the new EV credit. It feels cautiously crafted to exclude Tesla, but that's fine. The company will still crush it, no matter how much the entrenched powers prop up Ford and GM.
    3
  2077. He bought it when he still worked there.
    3
  2078. Wow, thank you!
    3
  2079. Your hostility is way beyond the scope of acceptable grown up behavior. You don't talk to people like that. When you're right, you don't have to throw a tantrum. You're wrong and you know it. Chinese cars have been for sale outside of China for years. It's effortless to look it up.
    3
  2080. This was a tricky subject. There is no "victory" when it comes to the premature loss of life like this driver and the family suffered. I have no interest in tap dancing on a grave. I wouldn't even tap dance on Clown O'Dan's grave, and certainly not when a jig would suffice. The survivors did nothing wrong. They are blameless. The question is who is to blame, and a jury looked at the evidence presented and reached a conclusion. The driver was to blame. It sucks, and there aren't millions, billions, nor trillions that will make that family whole again. The cross-talk with Herbert, we've done enough of these to have a pretty good flow, so thank you for saying it comes across as we hoped.
    3
  2081. That's the dream, right?
    3
  2082. They have a mandate though.
    3
  2083. Did you watch the video or look at any of the citations in the description?
    3
  2084. Whoever told you that doesn't have a very high opinion of you. If you look at the incident rate of between EV and ICE, you'll see gas cars are about 20x more likely to be involved in a fire. Most EVs globally use LFP batteries (including standard range Tesla models,) and those DO NOT experience thermal runaway. You can pierce an LFP battery with a stake and it still won't result in a raging fire.
    3
  2085. I don't recall on the castings, but the answer to the rest is yes.
    3
  2086. Add in much public charging and the value is entirely gone.
    3
  2087. Waymo doesn't call it a disengagement unless a human is required to go out and physically enter the car. It doesn't count when they remotely take control. This counts two different things by entirely different metrics.
    3
  2088. The smoke means Giga Berlin selected a new pope... no? Not positive on that, but pretty sure.
    3
  2089. Wow, that's pretty extreme. Never heard of that in the US.
    3
  2090. Now THAT would be an amazing "solution".
    3
  2091. They have cool demonstrations. If the objective is to mass produce robots, they have no clear lead.
    3
  2092. Best selling individual model.
    3
  2093. This carries more weight, since it's clear you're an actual viewer. Thanks for the feedback.
    3
  2094. Good point. Not for China, since data transfer is legally complicated, but there are plenty of other markets where it might make sense.
    3
  2095. Polestar is on their own schedule, and they're not satisfied waiting around for everyone else. It's refreshing to see.
    3
  2096. You and I are in different rooms. I can tell because the walls of mine aren't padded.
    3
  2097. Any time!
    3
  2098. Battery longevity has to with more than just who makes it. Tesla and GM both used LG cells, but only the Bolt had problems with fires. The 2170s made in Nevada are well established, tried and true really, so those have better results than some of the less well established ones. I don't get the "because I'm American" thing. Other US brands haven't always fared as well as Tesla.
    3
  2099. We're negotiating his release as we speak
    3
  2100. This is an old video. Account was hacked today. YouTube restored it by publishing everything as if it was brand new.
    3
  2101. Great point! I had a chat with a Patron where I explained that it hurts the channel to fall short of the 8-10 minute mark, and he suggested I come up with some proper quality material to fill that extra space, so I recorded a handful of these which you may see in coming weeks. At first I was skeptical, but there are a lot of nuggets like these I can add, and I guess I'd be crazy not to.
    3
  2102. Thank you so much! I'm BLEEDING subscribers, which is insanity, but here we are.
    3
  2103. Everybody's heard.
    3
  2104. Appreciate the kind words. I do take my work seriously!
    3
  2105. Boom!
    3
  2106. I'm not holding my breath.
    3
  2107. The reports stemmed from a Tweet by Troy Teslike who posted the delivery wait times in various markets around the world. For the first time ever he saw delivery of certain models in China were at one week, which is basically a wait time of zero (since it takes that long to actually take delivery anyhow.) It ignores the reality of end of quarter deliveries being prioritized for local buyers, ignores the markets where wait times have increased, and ignores all the other models where wait times have barely fallen at all. Add to that the fact that price increases were intended to reduce wait times and people like you and me start to see a very different picture.
    3
  2108. Thanks! This video didn't perform very well, but I thought it was a fun topic.
    3
  2109. You guys are weird. I'm an EV fanboi, silly. What did I say in the video that makes you think I don't want Lucid to succeed?
    3
  2110. I've never had heat issues in the Y, but I wouldn't dare bake my phone in the Cybertruck armrest.
    3
  2111. Fixed, thank you!
    3
  2112. A common suspicion is that these batteries have some hidden sandbaggery that makes them better, but I'm not qualified to suggest what they might be.
    3
  2113. Sounds like you two are perfect for each other.
    3
  2114. 9,367 in the US. We should find a known chain with a square footage smaller than 8-million to make for a clever hook next week. And when I say "we" I obviously mean "me" but I'd really, really love it if someone could help me out on this one, because I'm up to my ass in alligators trying to get everything sorted out for the road trip on the 20th. :/
    3
  2115. Hydrogen also embrittles almost anything that tries to contain it, which is a problem without a solution.
    3
  2116. Plus, I mean, it IS a Buc-ees.
    3
  2117. It was an all-star lineup for sure.
    3
  2118. @Crum Research Jeeps aren't for everyone, but I definitely came away with a new respect for them.
    3
  2119. You know what, I actually like that theory. If the production method has been validated, it would be the easiest thing to start with. If they don't do that, I think it would be because of battery supply constraints.
    3
  2120. Wait, they still EXIST?!?
    3
  2121. @clivemitchell3229 Have they been slowed? The factory went up as fast as Giga Texas, and the only permit issue they've had was when they failed to apply for one for the solar canopy.
    3
  2122. There are logistical hurdles to a Regen trailer that would likely postpone it by a decade, if not forever.
    3
  2123. Welcome aboard! That dreaded YouTube algorithm is a fickle beast. Two years and 500+ videos across my two channels and not a week goes by someone doesn't share that it's the first time they're seeing it.
    3
  2124. What are you talking about? I told you the truth. I was right. Do you want petty lies or reality?
    3
  2125. It knows what it did.
    3
  2126. Nope. You can watch them cycle every 15 minutes or so. Whoever told you they take an hour has a very low opinion of you.
    3
  2127. He has all that in his office. I don't expect anyone to carry their gear around with them to make my life easier.
    3
  2128. Doing what we can.
    3
  2129. The sitemap included shows every square with the floor count indicated. This has been put together one day at a time over the past 7 months. If you find errors, I'm happy to correct them, but the floors have been carefully counted.
    3
  2130. SMR got exceptionally lucky on his first big video. While I'm happy to admit he's likely more clever than I am, I haven't had any algorithmic luck on the Tubes of You. I've watched all his videos, including the ones where he breaks down his income, and I am nothing but jealous. He makes more on some days than I've made in my entire publication history. What that tells me is I need to get smarter. News videos offer reliable crumbs, but without something worthy of going viral, I can never expect that to happen. That's what I need to focus on. Truly unique content. Thanks for always being here, Pat. I always appreciate your comments.
    3
  2131. Thank you so much!
    3
  2132. Best way to dry out a ship is to put it in dry dock, pull the drain plugs, and let the water out. This trade war is like pulling the plugs before we get into dry dock. It sinks the ship.
    3
  2133. Well said! Though I would NOT say it's undervalued, just underappreciated. Today's value is already too high if you only consider automotive and energy storage, but I'm of the mind that there are more considerations, and the disruption we've already seen is just the beginning.
    3
  2134. Awfully curious myself.
    3
  2135. Or both. They have the data to determine which has the best ROI. It would be wild to be eating dinner and get a notification saying "RoboTaxi demand is nearing peak. Would you like to disconnect the cable to it can be deployed?"
    3
  2136. X valuation is back to where it started.
    3
  2137. I mean, if $5-10 bucks in pizza is all it takes. :/
    3
  2138. He's been with Tesla for a long time. Great guy too.
    3
  2139. Could be those, but it's also breathtakingly expensive.
    3
  2140. Nice! While I couldn't know how accurate any of it was, I knew the source was valid, and that was enough to convince me I was on the right track.
    3
  2141. Boom.
    3
  2142. Absolutely! Though the context in terms of completion is that the work underway at Texas is on a larger interior space than the other factories. What Berlin has done is just amazing. Environmental and COVID delays and they are still almost on pace with Shanghai on a vastly bigger factory. I'm confident that even with the substantial design improvements in the Model Y (new paint system, structural battery pack, and dual front/back megacastings) they'll still enter production very quickly, and while they're ramping up, Phase 2 can make serious progress toward expansion.
    3
  2143. Joe Tegtmeyer did the deepest dive on this topic here: https://www.youtube.com/watch?v=uJ8czNCrBXA In short, there are areas which will have very tall machines.
    3
  2144. A battery is made up a few different parts. The outer casing is one. The liquid inside is another. But the real meat & potatoes is the anode and cathode. Electrons move from one side to the other. When you charge, it takes the juice and alters the chemistry in a way that makes it a bit... juicy. The anode and cathode are just parts of the battery. The cathode building will be manufacturing a specific piece of the battery that Tesla has found either in short supply, or that it's being made in ways that they can make significantly cheaper. Hope this helps.
    3
  2145. I am only looking at the longer term, since I didn't realize this mattered in terms of growth stocks. I know it's key on dividend stocks, but on growth, it didn't occur to me, and I apologize for that. You can still do the math from my numbers to find it though... anyone want to crunch that?
    3
  2146. If I get any sexier, the message is lost. Viewers just get lost in my eyes. Can't risk it.
    3
  2147. Very true! I used a site called nightcafe.studio.
    3
  2148. It's a rare day when I get more than emojis out of you. I must be doing SOMETHING right!
    3
  2149. It was on the strength of Fremont and the partly completed Giga Shanghai alone. I saw the ocean of cynicism about Tesla "just pushing dirt around" and how that would never be a factory, but I was watching it go up in twice weekly drone footage. So many were saying that bankruptcy was imminent that investors were listening and bailing out, but I could see through it. The dip in May of 2019 was enough for me.
    3
  2150. More to come!
    3
  2151. Definitely not.
    3
  2152. Welcome! This channel is made up of people who want facts. It launched with nothing but spreadsheets and construction documentaries, but moved on to analysis of every major car brand, and a variety of emerging tech. There are interviews with industry experts, CEOs, and entrepreneurs around the world, and across a wide mix of markets.
    3
  2153. You imagine, but there are tons of EV channels that tow on a regular basis. Most people will never tow even once in their lives. Even for those who do, there are a decent amount of available chargers and it's expanding every week.
    3
  2154. Don't be a clown. Last week you dips were telling me I was paid to hate the Big-3. I know you have to have a mind before you can make it up, but at least pretend to think things through before interrupting the adults. Executive pay isn't negotiated by the union, and the union has never requested otherwise. You know that terrible contract you have now? The UAW gave you that. All your complaints have only one thing in common, and it's the UAW's failure to do anything but enrich themselves at YOUR expense. Yet here you are attacking a stranger over it. The longer your strike drags on, the better my stocks perform. You'd think I'd want it to continue, but I don't, because I'm not a ghoulish jackal hell-bent on seeing others suffer for a tiny bit of self-enrichment. You bitter, angry, aggressive monsters get harder to defend by the day, but I still haven't stopped supporting you. I mean you personally, no, you can take a hike, but the workers more generally. I won't let your decision to lash out in a fit of childish rage color my opinion of your coworkers. I've known too many UAW members to think of them as being anything like you.
    3
  2155. Fingers crossed!
    3
  2156. That's what I like to hear.
    3
  2157. Great catch on the trailer length. That would actually make sense. Yeah I couldn't square that circle which is why I had to switch from real dimensions to simpler percentages halfway though my research. I can go back to square footage if better information becomes available, but it's also important to note how many 2nd & 3rd floors there are. I'll consider adding that to my tracker before it gets too closed in to easily go back and see.
    3
  2158. This really highlights the benefit of having your own dedicated trainyard like in Berlin. Makes moving in vast amounts of fill and construction material that much simpler. Or at least it moves the logistical challenge higher up the supply chain.
    3
  2159. Why, whatever could you mean? 😜
    3
  2160. Did you watch the video? I literally talked about the competition that's already gone through this process before them.
    3
  2161. I think you'll be pleased.
    3
  2162. That's likely among the reasons people struggle to take anything you say seriously. You have to up your troll game.
    3
  2163. I have more feelers out to find one. Still awfully hopeful.
    3
  2164. Individual customers likely know their use case. If they don't need it, they won't have it added.
    3
  2165. Yes. Site prep isn't getting counted as a time element since work wasn't continuous and determining a starting date would be difficult and provide essentially no insight.
    3
  2166. That sentiment is getting rarer by the month. Some analysts are already modeling MegaPack revenue, which alone makes it more than a car company. As the other projects start showing revenue, we'll see more and more of them included as well. I see a bunch of startups within the company, many of which could produce massive revenue in the future.
    3
  2167. I canceled Prime over the fact that I have to pay to watch commercials. Nope, not going to reward that nonsense.
    3
  2168. My guess (and hope) is CyberTruck, but I have a second idea I'm tinkering with for an upcoming video (probably Friday).
    3
  2169. They don't have five years of cash. That's the majority of the problem.
    3
  2170. The price we pay for progress, I suppose.
    3
  2171. Fair enough.
    3
  2172. He isn't in yours either.
    3
  2173. Not really. There's barely anything big channels can do. The goal is to just bring as much attention to bad actors as possible.
    3
  2174. Excellent recap.
    3
  2175. 30-cents works out to gas at $1/gallon at 30 mpg.
    3
  2176. I'm confident it will roll out sooner than that, but they've just got an awful lot on their plate, and the opportunity to leapfrog over the legacy guys was unexpected. Without the supply chain disruption, Tesla's climb up through the ranks would have only happened through their own victories, rather than their rivals' mistakes. While I can't wait to see the Roadster hitting the tracks and kicking some ass, I'm more excited to see a pair of million-car factories cranking out Model Ys. The Roadster is definitely going to be lighter than the Plaid S due to size alone, then add in the efficiencies of front/rear castings, structural battery pack, and 4680s, and it's going to be a beast.
    3
  2177. Thanks for subbing brother. We do what we do.
    3
  2178. No worries.
    3
  2179. In what way have I ignored it? I still talk automotive more than anything.
    3
  2180. I've had him on the show a number times since we met inF Farnborogh last year. He's great.
    3
  2181. While your scenario may be imagined, you're not wrong. It is cheap, and was meant to be temporary. When I moved into this studio (my garage) I was told my brother would be out soon to wire up my loft as my studio. That was two years ago. He's no closer to helping than he was back then. I need to move past waiting on him. I need to either make this downstairs look good, or finish the upstairs in an ad-hoc fashion without him.
    3
  2182. I've been explaining the error precisely in the comments since last week. :/
    3
  2183. My goodness... a "space-tested" edition CyberTruck, re-entry burns and all... that would be amazing!
    3
  2184. Thank you Gary. This video is sitting at #9 out of the last 10 videos, so it seems you're in the minority, but I appreciate you being here just the same.
    3
  2185. Hey look kids, Big Ben.
    3
  2186. Thanks, will do!
    3
  2187. They don't have a PR department, so it's entirely possible the people who matter don't know I exist. I've done everything possible to get into product events without success. I spent years going to events and unveilings hoping for a last minute ticket that never came. I've stopped doing that.
    3
  2188. That's not how EVs work, and it never was. Whoever told you that thinks you're not very bright.
    3
  2189. Not yet, but I'll probably have to reduce his volume by 25%.
    3
  2190. Again, and I feel like we covered this pretty extensively in the video, this is not a production model. This is still a pre-production mule you're looking at.
    3
  2191. Facts are not merely secondary, they are irrelevant to those people. "Elon made his money by exploiting workers!1!" Um... did he? Because Tesla is THE place to work, they have no shortage of applicants, they pay above average, produce more millionaires than any other auto manufacturer, and even the interns make $40+/hour... which workers exactly were exploited? THE CHILDREN IN THE MINES!1! Really? Because Tesla doesn't buy conflict minerals. They pay extra to avoid that, and unlike their competitors, have shifted away from nickel and cobalt in favor of more common elements. ... um... FANBOI! SHILL! Right, right... good talk.
    3
  2192. Do you think the $39 version of the Lightning will be available in the next two years?
    3
  2193. Thank you! Cheers!
    3
  2194. I think that would triple the demand. They seem confident they can get there, but that's still quite a bit down the road.
    3
  2195. @theDon Willie still lost over half it's value from the IPO, and 80% from it ATH. We'll see how much cash they have left when the financials are released on May 7th. That will tell us if they have enough cash to build out beyond the pilot line or if they're just going to work on getting a solid batch of test vehicles instead. My bet is they're going to focus on getting the product perfected, rather than gambling on the idea that they can produce it flawlessly on a lean budget. The problem with overbuilding is they'll be betting the farm, and there isn't much confidence outside the retail investors circle that they can execute without a lot of cushion. The problem with sticking with the pilot line is that they give up any chance of having a first-mover advantage.
    3
  2196. What are the margins in China?
    3
  2197. Liking you this fine day, Sr. Juggler.
    3
  2198. There should not be anger. There should be a calm consideration of the facts without emotion.
    3
  2199. It really is!
    3
  2200. That's only the cost of the cameras. You have to account for build time on the line, integration, validation, and a whole bunch of other things. It's why they axed all the buttons and knobs in the first place.
    3
  2201. ☝️ This guy!
    3
  2202. And jealousy.
    3
  2203. My pleasure!
    3
  2204. It's a great question and we haven't heard any good explanations. And why a cathode building but not an anode building? It's possible there's some secret sauce involved they're not ready to let slip to other battery makers just yet.
    3
  2205. There are a number of good options outside of metal. Will be interesting to see what they settle on.
    3
  2206. You sir are a madman!
    3
  2207. Great tip!
    3
  2208. Other companies have found a way, and they don't have as smart of people as Tesla.
    3
  2209. I can smell the fresh cut grass from here.
    3
  2210. It is $8k today OR $100/month. For the sake of understanding the accounting, we're looking at both of them. Once you purchase it, there is no additional cost.
    3
  2211. 50,000 appears to be mere hours away!
    3
  2212. There was at least one person in the comments who thought it was a nice touch.
    3
  2213. @Crissa Kentavr Some of their politicians really, really seem dedicated to remaining stuck in the past. :(
    3
  2214. Will it though? Bigger than MegaPack?
    3
  2215.  @DvApps  Well I guess the good news is that I'm not as bad at CSS as I thought. I was just sure it was something that could be adjusted outside the script, but I guess it's coded into it. :/
    3
  2216. Wow, that's a huge honor. Thank you!
    3
  2217. You bet!
    3
  2218. So close!
    3
  2219. If they actually had either of those technologies, the other would be irrelevant. The fact that they haven't picked a direction tells me at least one is a lie, though more likely, it's both.
    3
  2220. Part of the problem is the road weight limits are substantially higher in Michigan due to their history of heavy industry. Instead of the usual 80,000 pound limit, Michigan allows 113,000, which creates tremendous additional wear on the roads. Look up "Michigan concrete truck" and you'll see how much more massive they are.
    3
  2221. Mars is exciting.
    3
  2222. Link to his X account (which is where he mostly publishes) is right there.
    3
  2223. You guys have been wrong about Tesla for ten years, but maybe THIS time you found a nugget! Tesla sells more stationary batteries than most of their competitors sell in cars and it's still a budding business line. Thanks for leaving a comment though. Always fun to see what you guys are pushing this week.
    3
  2224. Sounds like you haven't caught a quarterly report in a couple years.
    3
  2225. There are odd surges and plateaus on YouTube. When I approached 20,000, it took forever, but once I broke it, I ran up to 45,000 pretty quickly. Since then, not so much. They let the algo decide who to show the videos to, and without a fresh audience, there are no new subscribers. It's pretty challenging doing a human business like a real human in the face of algo bots.
    3
  2226. Cars made in China are subject to a 10% tariff in Europe, and a 28% tariff in the US.
    3
  2227. A five minute fix is a minor issue.
    3
  2228. Go watch the Autoline video. He gets a second salary for UAW training.
    3
  2229. That describes humans pretty well.
    3
  2230. God's Eye isn't FSD. Autopilot is already free.
    3
  2231. Stephen is great at producing a ton of content, but I agree that it's not always as dense as it could be. That's the trade off. His strategy is what YouTube's algorithm prefers, which is frustrating at times.
    3
  2232.  @Pooches  I would NEVER take my advice on short term movements. I'm in for the long haul because that's all I understand well enough to manage. If you see a trend and you have high confidence in it, the most I'd suggest is a modest gamble on it. You may not get rich overnight, but you also won't lose your shirt as quickly either. I just don't believe us civilians have the ability to beat the professionals, to say nothing of their algorithms. Certainly not consistently.
    3
  2233. Their 10% is a guideline, not a rule. They can go over or under. They sell when they've gotten heavy and buy when they get light. They see this as a buying opportunity. If they thought it was still falling, they wouldn't buy.
    3
  2234. To imagine I could "win" at options with anything other than luck is impossible. I'll always be slower than the slowest trading algorithm.
    3
  2235. He is always welcome, and I've wanted to get him on for a long time. His schedule is always ridiculously busy, and mine is often pretty crazy too.
    3
  2236. Glad to help! I'd still feel better hearing it from Tesla directly though.
    3
  2237. For sure! No reason you can't have every bot in your factory pre-trained to perform every task needed.
    3
  2238. Isn't that what I did?
    3
  2239. Always! If we didn't have people willing to pay top dollar for the latest innovations in tech, the industry wouldn't be able to move as quickly as it has. I thank the folks who always buy the latest iPhone or whatever it may be. They make it affordable for everyone a year or two later.
    3
  2240. I doubt it, but I'd still be delighted if that happens.
    3
  2241. Very kind, thank you!
    3
  2242. Waymo is bleeding cash because their cars cost $150k and still require supervisors. That's bad.
    3
  2243. The most common price I paid on my cross country trip was 30-35 cents per kWh. If you were to run it to zero and fill it to 100%, that would cost $22-26 for the charge. At home I'm paying 8-cents, so the same fill up is $6.
    3
  2244. The irrelevance is the key.
    3
  2245. I appreciate that!
    3
  2246. Interestingly, it's performing pretty well. It's ranked 2nd of the last 10 videos after 22 hours (at present). As a percentage viewed, it's definitely low, but in terms of average minutes per viewer, well, there's a lot more room perform. The algo appears to appreciate that too, and the average watch time is still increasing.
    3
  2247. Gotta preach to the choir once in a while. They need it too, especially when myths like these persist. ;)
    3
  2248. Ah good point. I think that might be what he was referring to with the accounting comment.
    3
  2249. State by state requirements are burdensome. I know they planned to be nationwide by now, but it definitely appears stuck.
    3
  2250. That's what we did. It works, it's quick, and it's cheap (at least compared to any other way of getting around, apart from feet.)
    3
  2251. They seem to be of the mind that they can milk hybrids forever.
    3
  2252. Absolutely yes. I have another channel that does comedy, and the pay per viewer is far lower.
    3
  2253. What maintenance is there?
    3
  2254. Some of that is fair, but without that baseline, the question comes up, "Who is this guy and why should I believe he has any idea what he's talking about?"
    3
  2255. To Mars, baby!
    3
  2256. I did that on his show. To absolutely no one's surprise, he declined.
    3
  2257. Talked with a recently retired finance manager yesterday. He worked at a Chevy dealership and later Hyundai. He confirmed your suspicion that dealers really don't want to sell them.
    3
  2258. How long will that last?
    3
  2259. 1000x and then... nothing. Even their crickets have fallen silent.
    3
  2260. If you disengage, it allows you to record the reason why.
    3
  2261.  @Mandoboyband  And Amazon is just a website that sells books, apparently.
    3
  2262. There are sites you can use for it. Google "plant a tree" and you'll see tons of them. Welcome aboard!
    3
  2263. I agreed with this sentiment a year ago, but the updates just keep coming, and things that were scary and challenging then are routine now. Even boring.
    3
  2264. No doubt!
    3
  2265. I did that because I thought it was funny.
    3
  2266. Correct! Mexico has about twice as many free trade agreements as the US.
    3
  2267. How DARE you good sir!
    3
  2268. Maybe double-check that. I'm seeing it on my end, and I just checked it from my phone. :/
    3
  2269. Thanks! 👍 I feel like the amount of prep that goes into episodes like these really shows. It has a good through-line, it's all cited, and it just flows.
    3
  2270. That lie expired years ago. Fool yourself all you want but don't imagine for a second you're fooling anyone else.
    3
  2271. But those changes can surely be implemented more quickly than they can build the entire factory, right?
    3
  2272. Lars is great. Love his channel, appreciate his insight, and find him a pretty awesome guy to boot.
    3
  2273. Wonder no more!
    3
  2274. Works for me!
    3
  2275. Delivery date and VIN have not been assigned yet.
    3
  2276. It's just how the numbers have been reported since forever. It didn't matter when all manufacturers were on the same model, but now with a handful of direct sale companies, it's a little harder to compare.
    3
  2277. Appreciate it
    3
  2278. I imagine Tesla will manage the app, since they have the coders, and a 100k order is big enough to justify it. If you're going to rent more than once, it would be nice to save your settings for your next ride, and Tesla has hinted they'll make that available.
    3
  2279. You're welcome!
    3
  2280. Will is great.
    3
  2281. They should make a "see the convention site convention" where all us rabid fans would pay $60/head just to check it out. Schedule it for 1-day mid-week when the hotels are hurting for business, the convention center is empty, and they just want to churn in a few sick pails of cash.
    3
  2282. Already booked my flight, and whether I get a Golden Ticket or not, I'll be there. :)
    3
  2283. This is helpful feedback and I'll keep it in mind for the next installment.
    3
  2284. Better than a five pack of ramen from the dollar store.
    3
  2285. I was about in that range. Likewise very mistaken.
    3
  2286. Not all cars are perfect. That's true regardless of brand. You gotta look past the anecdotes.
    3
  2287. Yep. Account was hacked this morning. This is how it was restored. All my original publication dates and detailed stats are gone.
    3
  2288. Glad you enjoy it!
    3
  2289. Rare. Super rare. I'd love to take credit for the success, but it was the amazing community that made it happen, and the talented channels who participated, plus the volunteers who brought all the pieces together.
    3
  2290. So lemme get this straight: because unions pushed to end child labor and institute the 40 hour work week, the UAW is right to refuse to let their members vote on a package that provides virtually every one of their demands, including the ones everyone said were impossible? I'm not sure you thought that through. This is the same UAW that negotiated the very contract that you and I can agree was deeply unfair the last time around. Shawn Fain is not the messiah. He's a very naughty boy.
    3
  2291. It appears they won't require liquid cooling, so any charging station could become a wireless charging station just by adding them to existing ones, or even by adding a couple at the end (2-3 could be added from the power already provided to an existing handle.)
    3
  2292. You asked the right person! It's to balance the supply. The US already buys every Model 3 Fremont is able to build, leaving Canada out in the cold (heh heh.) Without increasing the supply, the cost would be higher in both the US and Canada to balance against the demand. The Chinese Model 3 can't be imported to the US because of the chicken tax, which imposes a 28% import duty on new cars. Canada doesn't have that, so they can import them all day. They probably could sell those Model 3s in China or other markets, but they'd have to cut the price to do it, while in Canada, they get (likely) the fattest margin you'll see almost anywhere.
    3
  2293. My pleasure! More of a tech labor than any proficiency in Chinese. I've lived and worked briefly in China, but that was 20 years ago, and what I recall of the language at this point is more down to recognizing some of the linguistic philosophies. There's a user on Twitter who pointed out one phrase where I wasn't so much wrong, as missed the poetry of the phrase. "But always on the go to Giga the excellence"... that's nice.
    3
  2294. I didn't realize it was that low. Most people I know have more shares than that.
    3
  2295. I'm thinking the weekly one (like today) might need to go out as a livestream.
    2
  2296. Oh you just know I'm gonna track it. :)
    2
  2297. This was just something AI generated for me.
    2
  2298. You okay there, friend? Something you want to talk about?
    2
  2299. This wouldn't change much. Shanghai had MONTHS of permitting before the ground breaking, as did Berlin. Texas was the only one to stampede ahead from day one. It's tough to measure progress marks. Which "firsts" do you think would be ideal for me to include on the month-7 update? Not being a wise guy, genuinely asking. First pilings? First vertical columns? What would be a meaningful, helpful metric for a wider best understanding?
    2
  2300. More of an analyst. These are issues that need to be addressed. Doesn't matter how nice it is if they can't sell them for a profit.
    2
  2301. Absolutely!
    2
  2302. Can't build enough cars though. Maybe that's the 2040 plan.
    2
  2303. That giant battery really kills the financials. They'll get cheaper, but they really need that all new platform to minimize the need for such a massive beast.
    2
  2304. Oh, you think this language is your ally. But you merely adopted English; the US was born in it, molded by it. Our nation rejected your T and our language rejected your U. Both are as American as apple pie, guns, and adult onset diabetes. ;)
    2
  2305. I'm not afraid of being wrong. Owning and explaining mistakes is valuable, and I know it's not something I would lose viewers over. I felt this was a good way to address the unknown factors that led to a flawed conclusion.
    2
  2306. Can't wait!
    2
  2307. It depends which day you ask, but sometimes he's called a government employee, and sometimes he isn't. It's whichever is convenient at the moment. That salute was trash and you of all people should not pretend otherwise. That's horrible.
    2
  2308. Some people really believe that, but they haven't worked in publishing. This is AI drive pumped out for profit.
    2
  2309. 150 is short for sure.
    2
  2310. Helped a lady move who had marked every single box fragile. Really? All of them? We can treat all of them normal or this is going to take twice as long.
    2
  2311. Is that something that is commonly done in Europe? I suspect you'd have to get well above 50% market share before it would even be considered.
    2
  2312. Glad you enjoyed it
    2
  2313. Thank you kindly!
    2
  2314. I thought so too, but Joe Tegtmeyer believes it's already there. I counted it either way since even without it the footings would be at 99.96% done, which is within the margin of error.
    2
  2315. That's an odd one for sure.
    2
  2316. Gotta be careful of information overload on an audience of folks just learning about EV batteries for the first time. My 2nd presentation later in the day (which ran a couple days ago,) covered what LFP batteries are, and the many benefits.
    2
  2317. He's a work in progress.
    2
  2318. That's true!
    2
  2319. Welcome!
    2
  2320. Well you probably need all that lead to shield the reactor.
    2
  2321. Definitely done at home. It's less about the money than the time.
    2
  2322. That would be cool!
    2
  2323. I will be, yes, though I'm planning to spend my days frantically running from booth to booth getting interviews and information. I'm hoping to connect with the Tesla Owners Club of UK to see if they'll let me hang out at their booth at certain times to meet with folks.
    2
  2324. Towing is going to be the toughest part of the equation to crack, I think. Regardless of who's building it.
    2
  2325. I have no bias against them. They haven't treated me any worse or better than any of the other 4-wheel EV companies. When a handful of unrelated parties are waving red flags, I would have to be a real pile of garbage to not pass it on. If I had a direct line to Peter, I probably would have gone to him first, but this is the only way I know to ensure he knows how dire their affairs are. I wanted to share more about the person who shared the motor issue, but if I gave their bona fides, it would be pretty easy to figure out who it was. Rest assured, it is someone I vetted, who has direct, personal knowledge of this issue. If I was going to make something up that could be disproved, wouldn't I go with something juicier than "It's going to be expensive IF it breaks outside of warranty"?
    2
  2326. He also said hyperloop couldn't work because steel expands in sunlight, as if massive pipelines don't already exist.
    2
  2327. Maybe look at the holistic view, as suggested in this video. ;)
    2
  2328. No, a fan drove his car down so I could see FSD beta a couple months ago. We cruised around for about 2 hours just chatting and letting it do its thing.
    2
  2329. I'm inclined to think that if it could have been trained for that by doing it once (or even 15 times,) they'd have held smaller, private parties to get it trained.
    2
  2330. Exactly. Those are the products. The mountain of cash is the byproduct.
    2
  2331. Did not know this. That's smart geology utilization right there. Finding a strata of easy material is what made the Chunnel possible. If they can just follow that instead of bothering with bedrock, it will cut time and cost by 80%.
    2
  2332. Appreciate you watching.
    2
  2333. He told me he wouldn't be surprised if there already is some, but we'll know more once I deliver the new 4680 to the lab in San Diego. He expects that may make it into a video within 6-8 weeks.
    2
  2334. That makes sense.
    2
  2335. You joke, but you do it so successfully that something about that is definitely going in the next update.
    2
  2336. Exactly. That's what Wall Street was saying about MegaPacks. I saw it coming (lots of us did,) and by the time the institutional analysts caught on, well, they missed that boat.
    2
  2337. I hope so too!
    2
  2338. You dress up like Bugs Bunny I bet.
    2
  2339. Yeah, the pilot is beyond ballsy, and I certainly wouldn't encourage this sort of behavior, but Elon's tweet only specified permission so long as it doesn't interfere with any workers. No workers on Sunday, but I still have to think he would frown on this degree of invasion.
    2
  2340. Well they definitely have. You have to stockpile at least some before production starts, right? The question is how many, and are they planning to have a few days worth, or more than that?
    2
  2341. More of an honorary genius, but I'll take it!
    2
  2342. Your discretion has been noted.
    2
  2343. Georgia is among a growing number of states that slaps a flat fee on EVs on each year's registration renewal.
    2
  2344. @Boat There Yes! There was an EV rebate in Canada what was written to specifically exclude Tesla. Not one to let something that petty, they came out with a version of the SR Model 3 that was corked at 94-miles of range. Customers bought it, go their rebate, then logged into the center screen and purchased an upgrade for the rest of the battery.
    2
  2345. Feels a bit that way. Hope it isn't so.
    2
  2346. Solid theory.
    2
  2347. Most of them are just grossly overpaid clerks. The executives determined the policy, and the policy is the problem.
    2
  2348. It's cheap to buy used luxury cars. Keeping them running is where the real expense shows up.
    2
  2349. Ah, never taken a Greyhound I take it? They stop more often than every 200 miles for a 10-20 minute break.
    2
  2350. Zhengzhou
    2
  2351. We've seen it rigged up with the validation equipment, so if it isn't there, it may be soon.
    2
  2352. It's very uncommon for a CEO to actively campaign for any candidate. It's surely going to alienate a good chunk of your potential buyers.
    2
  2353. Berlin has rail as well.
    2
  2354. I did a ton of those back when it was under construction. It's a lot of work.
    2
  2355. You know it!
    2
  2356. Their business isn't really structured in a way that would allow that sort of transition. Their costs are astronomical for a business of any kind, but especially for a parts supplier. The issue of reliability can best be shown by their warranty rate and accruals, which are the highest in the industry. That means they do have failures, and they're outrageously expensive when it happens. The likely culprit is their racing heritage which prioritizes performance above all else. The fact that their motor has the highest output by weight could be because they have some magical tech that vastly bigger engineering teams couldn't find, but it's more likely that they just run closer to the edge of failure. You can buy a mod that gets more horsepower out of your Nissan Leaf, but it does so at the cost of reliability. Everyone imposes artificial limits on their motors, even Lucid, but it appears Lucid is willing to push closer to the brink than their competitors.
    2
  2357. You don't seem particularly adept at this.
    2
  2358. THAT'S your idea of bias? Tell me you're joking, because that's noe normal. It IS bad. We knew it would be. Physics guarantees it.
    2
  2359. There's a balance to be struck, but I have no understanding of how those work. Antagonism is bad, sure, but zero pushback can also be bad. At that point, why even have a board?
    2
  2360. I imagine Munro is under a non-disclosure agreement, as they must be with all their past and present clients.
    2
  2361. Unless I rent it out half the month, I don't see a path to owning one either.
    2
  2362. If you think you can replace individual cells within a pack, you're wacker than crack, my friend.
    2
  2363. Glad you enjoyed it!
    2
  2364. I didn't know they existed either.
    2
  2365. Not burnt, not raw, juuuust the right amount of crisp. Daniel gets it. ;)
    2
  2366. I just added it to the description. Thanks for the heads up!
    2
  2367. In person recalls do that.
    2
  2368. Will be interesting to see.
    2
  2369. He's in Japan right now. I don't think he's hiding so much as just busy with his travels. There's no need to gloat. I validated my sources, so I knew the information was sound. It's just frustrating to see the lingering hostility. Maybe this will convince him I actually know what I'm talking about.
    2
  2370. He fell onto either cement or stone. He told me but I don't remember now.
    2
  2371. Next door. They use the 2170 cells from right there on site. It's about 12 cars worth. Such a low number is reasonable to spare.
    2
  2372. LFP hasn't reached NMC energy density yet, but it's improved enough to make it viable for a lot of applications.
    2
  2373. That's how traders get paid. They need volatility. If it trades flat they don't get the premium on the swing. That's why it's important to manage expectations early.
    2
  2374. Thank you! Cheers!
    2
  2375. Why wouldn't he?
    2
  2376.  @mnml2006  They are different motors capable of higher RPM, so yes to the different gearing ratio (faster spinning motors, but no need to gear past 90mph).
    2
  2377. I really can't think of a better car. That is, until the refreshed Y is available, then we can have a discussion.
    2
  2378. Wow, thank you!
    2
  2379. Thank you for watching!
    2
  2380. He actually replied to Nitzao's tweet with this graphic.
    2
  2381. It's in Shanghai. This was discussed in the video.
    2
  2382. Extremely few people with YouTube channels got to go. Only Sandy & Corey from Munro & Associates, and Rob from Tesla Daily that I'm aware of. That's under 1% of the total headcount. I have yet to see the inside of a factory, but not for a lack of trying. I've reached out to Tesla, SpaceX, and Boring Company, and have flown out to three separate events. I'm at 9 separate site visits without once getting past the security gate. Maybe someday.
    2
  2383. Because there would be Explorer buyers who would rather wait a year or three to get theirs, rather than buying a gas version today.
    2
  2384. I've read that the newer ones are quite a bit better, but I can only share my own experience. No one forced them to release a car that was so far from ready, but they did, and that's what we're discussing.
    2
  2385. SIXTY assembly plants for 6 million capacity? So 100k/year average per factory? Those are rookie numbers, Jim. You gotta pump those numbers up.
    2
  2386. Press and regulatory interference have been around for a heck of a lot longer than that.
    2
  2387. If you think the forward looking expectations are based on automobile sales, you clearly haven't looked into the company at all.
    2
  2388. Trains aren't stupid. They're just vastly more expensive. In some scenarios they may work better than this design. Trains wouldn't likely be ideal for Vegas since every major hotel wants their own station, which would make the trips much longer. The capacity of a train system could be higher, but they don't need to move a million people a day. You could still get the hotels to pay for their own stations, but at $1B/mile, the $9B price tag would never pay for itself.
    2
  2389. Gorgeous background! Great video, but you know I'm biased. ;)
    2
  2390. I would like to disagree with you, but I don't see any evidence to suggest it's a thriving or growing part of the business.
    2
  2391. The weight, not the size.
    2
  2392. The more I think about it, the more I think you're right.
    2
  2393. Wow, thanks! You're a significant asset to the community too, and I thank you for being part of it.
    2
  2394. Speaking emotionally, there just can't be any more delays.
    2
  2395. Series continues daily until it's done. See you tomorrow!
    2
  2396. You should probably change your oil once in a while, my friend. You're going to destroy your car.
    2
  2397. I have faith in you.
    2
  2398. Thanks a lot!
    2
  2399. We're all tired of GM getting a free pass on obvious puffery. The media laps it up because it's juicy, but investors are getting taken for a ride. If you're okay with that, maybe it's time to reconsider. If you look at the rest of the comments, you'll see the consensus is that I was a little too easy on GM.
    2
  2400. It's wonderful. Hope you get to check it out.
    2
  2401. As long as there isn't any trading action, he should be fine. If the buyback happens, it would be a headache for him.
    2
  2402. We'll have it recorded for sure.
    2
  2403. I drove a HW3 Model 3 about 700 miles back in May. Didn't happen once for me.
    2
  2404. Help me out then.
    2
  2405. I made six videos about that on the first of April. You should look them up!
    2
  2406. I'm sure I'd have to charge extra for that.
    2
  2407. What a deal!
    2
  2408. Trailers would be something they wouldn't have headspace for any time soon. Robovan can be made anywhere, but I know from conversations with the engineers that it is not currently in development.
    2
  2409. Yikes! It's so much worse for gas cars than I realized!
    2
  2410. R1T is sharp, capable, and compelling. It's just really expensive to build.
    2
  2411. @Todd Ector It wasn't scheduled for 2020. The factory only broke ground at the end of July 2020, and nobody expected it to be fully built, with vehicles built and validated within those 5-months. The push into 2022 was disappointing for many, and the still-very-real possibility of it not coming until 2023 is worse still.
    2
  2412. The CyberTruck will have 220v outlets, so you can still use it as a generator, but the fact that it's not designed as such adds complexity and frustration for some folks. They had that on the original Roadster and it wasn't used, but I don't think that's a fair metric to assume buyers don't want it. It is a fairly uncommon use case, but for those who need something like that, it can be a massive benefit.
    2
  2413. I'm just glad to have you here. The truth isn't just that I would do this for free (though perhaps not quite at this level,) but I literally pay out more to other Tesla YouTubers than I earn in total. There is some content there that's Patron only, but most of it is open to everyone.
    2
  2414. They're structural. Without the fools the whole thing will collapse.
    2
  2415. That's a great example.
    2
  2416. I also fear it may never be that cheap. Like thre mythical $35k Model 3, which did briefly exist.
    2
  2417. They wouldn't need to. They'd just close the UAW represented plants. I don't expect them to do this. They'll find common ground. We just have to wait for Shawn to feel like he's made enough of a show.
    2
  2418. What you see is protective tape. You can see it on the cars while in transit.
    2
  2419. It appears the falling price of lithium has slowed a lot of the R&D on sodium batteries. They'll still get to market, but the urgency appears flipped.
    2
  2420. It's a lot of work, but I think it's worth it.
    2
  2421. Probably a good decision since they don't have a print edition.
    2
  2422. We don't know, but it was likely put into a DAF account for later distribution. They're very common. You can go to your local bank and open one.
    2
  2423. We'd taken one for an overnight test drive and fit well enough. Might not be ideal for road trips, but we'll still try one at some point. We do them so rarely these days it's not worth waiting for one we could better fit AND afford.
    2
  2424. Glad you enjoyed it! I prep like crazy for these interviews to hopefully pack in as much information as quickly as possible. I like my information dense and figure others likely feel the same way.
    2
  2425. That's cars. You're describing cars.
    2
  2426. "Need" is a tough word to define without finding disagreement. Do you "need" a parts department when you could just rely on 3rd parties to fill that gap? I think the short sellers are delighted that Tesla doesn't have anyone working PR.
    2
  2427. See? I pay attention sometimes.
    2
  2428. The objective is low cost utility. Graining stainless is a nightmare. Unlike aluminum which you can get in 2-3 passes, stainless can take 7+ passes, and you can't run them back to back or it becomes too hot.
    2
  2429. The i3 was very narrow.
    2
  2430. It was posted there first. Got some engagement, but not quite as many views. X isn't what users think of when they're looking for videos just yet, unfortunately.
    2
  2431. I also never see ads, whether due to streaming services or ad-blockers, but somebody consumes them, and if they didn't work, the industry would already be dead. I do think there will come a day when it makes sense, but I agree that the day is not today.
    2
  2432. I honestly think you're about right.
    2
  2433. You could also say an upstart car manufacturer. It's long been a terrible idea, and only Tesla has reached profitability in this endeavor in the US in the past handful of generations.
    2
  2434. That isn't among the options available. If Elon's comp plan goes through as written, Tesla will receive billions in new capital.
    2
  2435. It's at that point the writer (or editor, if this article had one,) should have called a time out to get the facts straight. When they let such an egregious error through unchallenged, it puts every single word of it in doubt.
    2
  2436. The people elected to vote on it aren't really EV drivers.
    2
  2437. Yes! Lots to cover. They live streamed the event, but I'll have my own coverage soon.
    2
  2438. So many trucks don't have an 8' bed anymore. I'm guessing it's because customers just don't buy it often enough to make it a priority, but who knows.
    2
  2439. They say they'll sell them, but with it this far out, it's tough to know for sure.
    2
  2440. Came out of left field.
    2
  2441. Thanks Brian. The potential downside looks quite small compared to the potential upside.
    2
  2442. And keep your cabin cool too.
    2
  2443. Two of the hottest cash furnaces in history.
    2
  2444. My brother can swap an engine in a classic Chevy in a day. He doesn't work on any of his new cars. Not even the brakes.
    2
  2445. 2023. I welcome VinFast to make a new model available for review.
    2
  2446. Nonsense! I haven't noticed any disguise. ;)
    2
  2447. Thank you, Mark.
    2
  2448. You can activate FSD without a destination. I tried it yesterday.
    2
  2449. Based solely on what the competition is selling their EV semis for, I'm guessing $250k for 300 miles, $350k for the 500 mile version.
    2
  2450. I've heard people suggesting different outcomes with no consensus on which path is true.
    2
  2451. It's definitely priced me out of the market. I was just sure the prices would go down instead of up, and once Berlin and Texas are ramped, I really think that's likely to happen. It just has to, right? Cheaper castings, cheaper batteries, improved economies of scale, and supply costs nomalizing will surely improve pricing.
    2
  2452. I try not to run too long. These are the length of videos I prefer when I'm viewing.
    2
  2453. I have a few theories, but if it's using the 4680s, that one can go on the list. I think it's unlikely on account of being Right Hand Drive, but it's better than a few of the guesses I've seen. It's most likely for validation at Fremont, since the engineers here can't go to the Shanghai factory in person.
    2
  2454. @Ted Moss This part of the roof is not concrete. It's double-layer foam boards with a rolled sealing cover. Very easy to wash down, but once the panels are in place, no one will really see it quite as much.
    2
  2455. Completely agree, and I'm sure those are things they are working on. It takes time, as they've recently discovered. The whole legend that legacy companies could just flip a switch and electrify their fleets always sounded unlikely to me, but the last 9 years have proven it.
    2
  2456. We're planning to loop back around well before 12-months.
    2
  2457. I'm deeply concerned after seeing the internal memos and his behavior over the past 5-weeks. I don't think he should be replaced before the strike ends, but he deserves to get a desk job in some back office after this, because I suspect history will remember him in ways pretty contrary to his opinion of himself.
    2
  2458. It was a great chat. I knew you'd be the right expert to call on based on your experience and expertise. Thanks for helping out!
    2
  2459. There are significant differences between the two front castings in the second half of the video. If it isn't for the CyberTruck, it might mean they're updating the front casting for the Model Y.
    2
  2460. They're really showing the power of killer in-house software and integration.
    2
  2461. @m7ld7h What plan is that? The only plan I've seen is to get the Gravity into production as quickly as possible (which the math shows cannot save the company,) and hopefully have a mid-sized SUV in 3-6 years, which they aren't even working on yet. The only attempts at cost control I've seen is reducing production. That's great if the objective is to sell fewer cars, but you'll need those workers back to build saleable cars.
    2
  2462. Casual. Casual and easy going charging speeds.
    2
  2463. Two weeks? The joke works twice on account of it being Mars.
    2
  2464. I've been unable to find any data to support this, and I've looked.
    2
  2465. I think they'd still need to paint it. Unpainted aluminum develops a thin layer of corrosion, which is a good thing, since it then protects itself from further rusting, but it's not a smooth, flat surface. You'd have a very hard time getting a wrap to stick to it.
    2
  2466. What a mess that turned out to be. Very disappointed I never got to try one out.
    2
  2467. For the longest time it was HW4 that got the updated last. It comes eventually. Even my buddy Ken is on a newer version on his legacy Model S.
    2
  2468. More to come!
    2
  2469. Awesome, glad you like it and thanks for the sub!
    2
  2470. Yes! I loaned it to you in the past but you missed the appointment we scheduled today.
    2
  2471. Just looked it up and all I can say is WOW. That thing is equal parts gorgeous and terrifying. Looks like a mad genius playing Cities: Skylines went off his meds, then somehow got a grant to build it. This will be an interesting test case when the day comes.
    2
  2472. Hey Bryan, thanks for stopping by! For the curious, check out Bryan's channel to see a different perspective on Giga Texas. All the pilots are good, and they each have their own style and methods. Definitely something to watch!
    2
  2473. If I didn't have four kids, I'd have bought a used Leaf ages ago.
    2
  2474. They had a booth and were offering test drives. They tend to appear at a lot of these events. This is the third time I've seen them this year.
    2
  2475. I haven't had the chance to meet Dave yet in person. We both get to a lot of events, just never the same ones. Strikes me as a genuine guy.
    2
  2476. Have to. I've been offered controlled interviews in the past, and I just can't do that. The hard questions are the ones that most need answering.
    2
  2477. If you look back at the "heavy equipment" they were using just a few years ago in Shanghai, it would blow your mind. SO different.
    2
  2478. Right? GM is bragging about 3.5 million units made over 37 years. That is NOT an optimized facility. Giga Shanghai went from zero to a million in under 3 years, and will likely make 100k a month in 2023. Yes, it's bigger, but it's nowhere close to 12x bigger. 2-3x I bet, but that means it's still 4-6x more efficient despite building significantly more of the components in-house.
    2
  2479. DJI makes the dual mic pack. I'm using a 3rd mic that goes straight into the camera, which is also DJI. The 3 are mixed in the edit.
    2
  2480. Can't wait for people to stop advocating crime.
    2
  2481. Tesla uniquely won't pay for ratings. That's going to leave them bitter. It's nothing personal. These bankers would sell their own mothers subprime loans, even knowing the house of cards is on the brink of collapse.
    2
  2482. Because I'm cruel.
    2
  2483. Single source rumors are fun, but without additional original reporting, it's not meaningful. Very few of the juicy, single source stories prove true. You know I don't deal in rumors without heavy disclaimers. That's why I'm sometimes last to report a story, but I'm almost never wrong.
    2
  2484. Not especially so, it's just that I find more value in addressing the tough questions. It would probably be super boring if we only discussed the positive ones.
    2
  2485. I considered tagging, but some of them may prefer a bit of anonymity.
    2
  2486. I lot of high risk jobs simply go unfilled. It doesn't mean there's no need to do them, just that they can't be done.
    2
  2487. Lol. Be real my guy. The best wrap you can get costs less than a premium color from most manufacturers.
    2
  2488. Thanks, man. It's getting harder all the time.
    2
  2489. Wouldn't remotely qualify. A typical nominee has a serious resume hers will never reach. That's conspiracy talk.
    2
  2490. I appreciate that. It's a small company and I knew full well it wouldn't be a huge click magnet, but it was still worth doing and I feel we're all better informed for the work. I'm glad you agree.
    2
  2491. No matter the company, regulatory approval and integration logistics is the real obstacle. Utilities move at a glacial pace.
    2
  2492. I was also hoping for 10K by the end of the year, but at the current pace it looks like I could hit it by May or June, barring something going uncommonly well. I have some lofty goals for the channel, but somehow none of them are higher than 10K subscribers, so maybe it's time for me to dream a li'l bigger. ;) Oh, and I think I'll be over 20k by December, because I'm putting my everything into this. 10K would be a safe bet if I didn't up my game, but I have, and YouTube is showing these vids to ever-more folks, so fingers crossed. :)
    2
  2493. Same experience. Once I'm knowledgeable on a topic, I can see the errors in stories, and it leads me to believe I should question everything.
    2
  2494. Centimeters. I thought I put it on screen.
    2
  2495. Unsuccessfully, I imagine.
    2
  2496. I really appreciate that. I do put in a lot of work. :)
    2
  2497. You bet!
    2
  2498. It's going very slowly.
    2
  2499. I've tried investing outside my area of expertise, but my lack of knowledge on those companies has only burned me. I also don't see any other companies with this kind of upside. There are so many industries and professions that stand to be disrupted by Tesla.
    2
  2500. Very true, but also storage and logistics lots. When I lived near an Auto Row we'd stumble across them around town on the backs of commercial lots. Never struck me as odd.
    2
  2501. It's not easy, that's for sure.
    2
  2502. Go watch some crash tests and see if you've ban lied to.
    2
  2503. The tone IS better this time. The last one was the one-year anniversary 10 months ago, and I was having a tough time because revenue was so much lower that I was burning through my savings at a rate that left me little runway. There were no visible catalysts on the horizon. I'd reached out to about a dozen YouTubers (many of whom I'd talked with before the channel,) for collaborations or interviews or anything at all, and they just never responded. Small channels get lost in the mix. I've since gotten confirmation that many of them just never saw them, and others saw them and chose not to respond. A lot of them are still doing that. In October of '21 I was still 4-months from my ambush interview with Sandy Munro that finally earned me the cred to secure quality guests. I'd visited a bunch of factories, but had yet to be let inside of one apart from Arcimoto, and even then they set me up with a salesman rather than an engineer or executive. Today, while things are still challenging, I've finally earned a modicum of respect from my peers, recognition from experts outside of YouTube, and the path forward looks promising, however difficult it may be. There is light at the end of the tunnel, and I'm finally confident that it isn't a freight train. Thank you for being with me so long. It's you, man. You're the reason I'm able to get through the tough months to get to the good ones. Thank you for that.
    2
  2504. Both.
    2
  2505. I don't mind the looks of it.
    2
  2506. Glad you enjoyed it!
    2
  2507. You don't have to wonder, you can just ask. No one I've ever met or even heard of gets any financial compensation from Tesla. Not even in an indirect way like all expense paid trips to see new cars or other products. It's even more extreme than that though. Very few of us even get in to these events. Apart from Cyber Rodeo (which had attendance of 20,000) most YouTubers don't get in to most events. Literally zero got in to the Semi Delivery event in Nevada, including a few who had tickets that were revoked. Despite years of effort, I've never heard from anyone at Tesla corporate, and never seen the inside of a factory. I've been to Giga Texas twice, Giga Nevada twice, and Fremont, but I've never been allowed past the security gate. We make these channels because we're all passionate about the company, and when we share our passions, viewers show up to watch what we have to offer. I've never seen a company with investors this engaged and knowledgeable about the finest details of how everything works and what it all means. When I meet people at these events, they ask questions showing a curiosity and understanding deeper than nearly all of the analysts. It's a different company with a different kind of investors than anything I've ever seen. It's Apple times ten.
    2
  2508. We knew not to expect growth at least 18-months ago. If you weren't aware of that, I have fantastic news for you: you've found a channel that can get you better information!
    2
  2509. I get blasted when I say Rivian looks nice or that China has a lot of compelling EVs. When I say the CyberTruck is going to crush the Lightning, I get hate mail for months. When I said Giga Texas will have it's drainage sorted out, or highlight it's progress, random hammer swingers swarm in to tell me I'm a variety of expletives because there's no way I can possibly know these things. Some people live to get offended. It's a pretty awful way to go through life, but I can't change them. I'm right far more often than wrong, and I never let what I want to be true get in the way of reality. There's a lot of bitter Bettys in here furious I had the audacity to say what everyone else can already see. If someone is so fickle they'd unsubscribe over that, then they'd have unsubscribed next week or next month anyhow, because the truth isn't always what you want it to be, and I'd have to be a soulless bastard to never show that side of it.
    2
  2510. Buc-ee's too!
    2
  2511. Oh bummer.
    2
  2512. They surrendered the sedan market. Hard to feel sympathy for a loss when they chose to forfeit.
    2
  2513. They're usually well behaved.
    2
  2514.  @Jessev741  Wanna hear my theory? YouTube didn't know who to suggest my videos too until I had enough subscribers and they could see the overlap. "Oh, you like THIS channel and THIS channel? You'll probably like MyTeslaWeekend too!"
    2
  2515.  @Jessev741  If you look at my factories playlist, I made one for the first four months showing all three factories side by side at the same point in time. I'm sure I'll make one now that we're at the 5-month mark. That sounds close to what you describe. Let me know what you think.
    2
  2516. I hope Ford recognizes this before they try to monetize so aggressively.
    2
  2517. Missed opportunity. Might see that rebrand on the first of April.
    2
  2518. You should talk with Uber drivers locally to see if that's actually the case. All my rides in the US have been closer to $2/minute. That's consistent with the $1/mile figure mentioned in the interview.
    2
  2519. I talk with a lot of content creators, but my sample is still small and has its own selection bias. I know some of them don't dare speak out for fear of the mob running them out of business, but I know more who feel everything he's doing is in perfect alignment with their ideals and objectives.
    2
  2520. @William Whitman - You are mistaken. The stamping, casting, body-in-white, paint shop, general assembly and office areas are all complete. There are finished test vehicles in the building. This is inside Giga Texas yesterday: https://www.youtube.com/watch?v=lSD_vpfikbE
    2
  2521. You can see how it would get addicting if your goal is to cover a $500 payment, and you find yourself with $12,000/year in profit over and above.
    2
  2522. Wrong approach. We need unity, not division. Trump got more votes in California than there are PEOPLE in Colorado, and more in some individual counties in California than he did in entire states he won. It's time to move on. Tesla's market share is falling in California and an easy fix is to simply rise above it.
    2
  2523. It's on hold. If it comes into effect, all the big companies will feel significant pain.
    2
  2524. Too rich for my blood, but most things are.
    2
  2525. I'm not sure if you're commenting on the right video. My math considers all those things, and this is the third in the series. Maybe go back and look at the previous two (28% and 30% complete) for more context. When Tesla closes the walls, they produce a car in four months, historically. Yes, it's a lot of work, but it can all take place at once, and it can move very quickly. When it comes to filling in swamp land, you have to go sequentially. You can't bring in 500 trucks at once, there's a process, and it takes a lot of time.
    2
  2526. A huge chunk of the equation comes down to what they're paying for power now. When researching this I found a lot of sites claiming rosey returns based on power rates very few consumers pay, and likely zero industrial customers pay. One site said a single panel can produce 2kWh per day which would "save you $0.36 every single day!" That's 18-cents/kWh. Looks like Austin is under 9-cents kWh, so it's more like $0.18 per panel, per day. If the panels are $200, that's about 3 years to break even, which is fantastic. Free money, baby. At $600/panel (don't know which they're using or what they pay) including installation, it becomes a 10-year prospect. The fact that they face west instead of south suggests they're optimized for afternoon sunlight, likely because they have time-of-use pricing, and that's when the juice is sufficiently expensive that the lower generation will be offset by the higher cost during those hours. This may improve the numbers further. If the breakeven is anywhere under 6-years, I imagine they'll jam as many on the roof as they possibly can. If it's over that, they might wait a year or two for panel prices to further decline.
    2
  2527. How is BYD eating their lunch? Fewer EVs and no real margin on them.
    2
  2528. Maybe they won't have to merge. I can see them engaging in more partnerships, like they are with Subaru.
    2
  2529. I first saw that yesterday. Very odd.
    2
  2530. Sorry for the delay, there's a lot to digest here. This is a pretty awesome tip. I will check them out, but it may take a few weeks (at least) if I can get through them enough to make something meaningful. I genuinely appreciate the suggestion. And FYI, somehow your comments are still getting kicked to "held for review" even though I keep approving them. :/
    2
  2531. You bet!
    2
  2532. Doubtful. Adrean explained there are a lot of caverns below ground that make tunnels difficult. Also it's all rock, which is costly to get through.
    2
  2533. Short interest is published. There are insufficient contacts outstanding to support a squeeze. Today will shake some of them out, but it's not going to approach squeeze territory.
    2
  2534. People are testing it on diry roads with success. Hope it becomes competent for you.
    2
  2535. We don't know anything for sure, but we have some good estimates on the majority of components.
    2
  2536. I've never heard this from anyone willing to cite a source. THAT is a fact.
    2
  2537. I remember that from Sky Mall. A shame they never sold any. Would have been a bonkers showpiece.
    2
  2538. Response coming in 4 hours. I hope you weren't watching that with a critical eye, because if you were and didn't catch the many flaws in the demonstration, they're worth understanding.
    2
  2539. Makes you wonder why nobody's thought of it before.
    2
  2540. A smart move I think.
    2
  2541. In recent weeks we've seen the addition of quite a few pallets on the roof in the SW portion of the main building roof that appear to be solar panels. It is my belief that the solar installation will resume shortly. Shanghai has already resumed solar installation, and has added an awful lot to three different buildings this month. Berlin has added solar roof mounts to the entire General Assembly area, which is a substantial portion of the building. I'd guess 30-40% of it off the top of my head. Will be making the new side-by-side video tonight so you can see all this likely tomorrow. :)
    2
  2542. And so it was.
    2
  2543. Wait until you see tomorrow.
    2
  2544. If you're only here to troll, you'll probably want to step up your game. I love a quality troll post, but they don't get to just be low effort, annoying garbage. You have to actually put the work in.
    2
  2545. Haven't heard that one!
    2
  2546. The vote was exhausting.
    2
  2547. I'm confident they've considered this.
    2
  2548. I've bought expensive cars before. I've never been given a service loaner by any of them. I definitely felt cheated.
    2
  2549. I just don't see the courage to build it.
    2
  2550. Wow man, you've never worked for a big company I guess. These events are very expensive, thoroughly choreographed, and strategically executed from way before the start until well past the finish. They aren't "for fun". It's business. If your investment strategy is so shallow that you think I'm negative on Tesla, you should move your money into mutual funds where someone with a broader understanding can look out for you.
    2
  2551. I try!
    2
  2552. The list just keeps growing.
    2
  2553. He's awesome.
    2
  2554. Miss you, buddy.
    2
  2555. Investors have lost millions by ignoring warnings I've published on this channel. While I can't pretend to know if you have millions, I can guarantee you won't if you invest with nothing but rosey eyes and emotional attachment. The red flags are there. Rose colored glasses just make them look like flags. You do you.
    2
  2556. Thanks! Definitely planning more of these.
    2
  2557. Only 86 right now, but it's well over 90 in the office. I have the fan running. It's nice.
    2
  2558. So did unleaded fuel.
    2
  2559. NO!
    2
  2560. Their problems run far deeper than that. If the demand was sufficient, they could get some of their costs under control. If they started with the Gravity, maybe it would have been different enough from the other offerings to keep them rolling out while they sort their admin problems out. There's a reason no automotive startup since Jeep ever survived until this century. It's incredibly difficult. A thousand things need to go right to succeed, and only one or two thing needs to go wrong to fail.
    2
  2561. Plenty of engineering talent around the world, but those two are the ones who can combine it with manufacturing.
    2
  2562. Heuristics won't likely get you that far
    2
  2563. Hurt fee-fees don't justify stopping the move to electrification. Trump said far worse things about Elon when he was president the first time than the democrats ever did.
    2
  2564. I make a LOT of estimates, and I am seldom wrong by more than 1-2%. Unlike Wall Street estimates, I go out of my way to show the math, as Randy joined me in doing in this video. Shanghai alone will maker around 1m this year. Fremont will likely be in the 650k range. 175k each from Berlin/Texas gets us to 2m, and they're both running at rates higher than that individually with 9-months to go since we last had solid numbers.
    2
  2565. Do you mean 48v?
    2
  2566. It isn't. I'm not sure if they even make them for export.
    2
  2567. Already blew it on stiyck buybacks.
    2
  2568. Look at the cash reserves and try that again.
    2
  2569. And they sell the F-150 in the UK.
    2
  2570. Word is starting to get out.
    2
  2571. When I first saw a giant smartphone, I laughed. My buddy explained I'd have one soon, and I'd have to explain to the people laughing at me that it's the future. Sure enough, when I got mine my wife thought I was crazy, because who needs a telephone that large? A PHONE?!? You think I use this thing to TALK to people? Times change. If you're need leading, you're following.
    2
  2572. Good catch, thanks!
    2
  2573. Didn't know that was a thing, but of course it is! That makes total sense.
    2
  2574. I'd say there's 0% chance Sandy saw my video series before he recorded his. With that said, I'd say there's maybe an 80% chance Corey or whoever produced that video saw mine, but that's fine. It's not so unique I deserve credit. Though I have been asking Sandy for an interview for about 8-months, so that's a tad tougher pill to swallow. He does a lot of interviews. Maybe I should ask again. :/
    2
  2575. Later tater!
    2
  2576. Congratulations.
    2
  2577. Oh, a wiseguy, eh? If see how it is. 😃
    2
  2578. You bet!
    2
  2579. It used to be, but it isn't anymore. They lost so much money that the majority of them moved on, or went broke.
    2
  2580. I still think a year for Shanghai 2, since the Model Y factory still took 12-months to come online. Have to remember that no Tesla factory will be as limited in scope and ambition as Shanghai's first phase. It's almost entirely one floor for a start, and they just don't do that anymore.
    2
  2581.  @dougwedel9484  I would say probably not, since the steps are sequential and some of them can't be rushed. It WILL take a few weeks to get the land prepped. The footings have to cure for a month before you build on them, you can't install the equipment until the roof is on, etc. Remember too that the original Shanghai site is STILL under expansion, and the new CATL factory likely to provide a lot of packs only broke ground this week. A year out is still a fantastic pace.
    2
  2582. Even Ford is trying to get away from them.
    2
  2583. In their defense, there isn't a regulatory body like NHTSA overseeing consumer electronics updates that establishes mandatory terminology.
    2
  2584. One with double-tracked audio, one with normal audio.
    2
  2585. How can Farzad or Rob or anyone get millions of subscribers without this kind of access? Carwow had a first mover advantage. No one else gets that. It's just frustrating to see the people who dedicate their entire profession to this not even getting crumbs.
    2
  2586. The reason only European outlets got access is because Tesla has a PR department in Europe. They picked the outlets and got in touch. I don't think any of the channels did a bad job, or shouldn't have been included, but it would be awfully strange if only Popular Science and some Tech bloggers got access to the iPhone 14, while Apple-specific channels were shut out.
    2
  2587. Not being paid enough, not able to work enough hours, or retired. It's a very American approach based on how things have been going this century.
    2
  2588. Missed you around here!
    2
  2589. But dreaming is exactly what I asked you to do, and I find your answer insightful, so thank you!
    2
  2590. It's already in China, and it's planned to be released in Australia within months. The Volvo system isn't available anywhere but that video.
    2
  2591. Much appreciated!
    2
  2592. Correct on every point. While towing at max capacity for distances over 100-miles will be challenging with these first generation electric pickups, it will improve over time, and the 90% of buyers who will never need that shouldn't wait for the tech to catch up.
    2
  2593. Okay! So I am currently uploading the 6-months "all sites, side-by-side" video, and per your request, I've included an overlay from satellite images to show the three sites at the same scale, on top of each other. This provided a great level of insight, so thank you for the suggestion. Not sure what your expectation was in terms of sizes per site, but Shanghai Phase 1 was pretty dang small compared to Berlin & Texas, but comparing Texas to Brandenburg and Shanghai Phase 2 was a lot more interesting. Forgive my absurdly slow internet connection. This video should be available in 3-4 hours (yes, for real, it's really that slow,) assuming all goes well. I may have a better internet connection on the way though. Rumor has it I recently got a StarLink beta invitation, and completed my purchase. These are just rumors though, so take them with a grain of salt. ;)
    2
  2594.  @howards9093  Video is still uploading and it's got a good 2+ hours to go. Soon my friend, soon. Starlink is critical to me because my home speed is unforgivably slow AND has a data cap we burn through as a family most months. It's more expensive than I'd like, but I just gotta do it.
    2
  2595.  @howards9093  I've had mixed luck with Starbucks, though I admittedly haven't tried in a while. The internet, not the coffee. Them beans are still on-point in my view. I'll have StarLink soon enough, and at this hour (as is common with my workflow) there are no internet cafes open anyhow.
    2
  2596. It was my understanding at the time that they bought Tilting Motorworks in an all-stock transaction, but I didn't dig into it. It would have likely been at least nearly all stock. I hope he was able to sell his shares in a way that left him whole.
    2
  2597. If history has taught us anything, the answer is almost immediately.
    2
  2598. Our pleasure!
    2
  2599. I though the objective was to localize them to where they'll be used.
    2
  2600. Those definitely exist. I don't remember the brand, but I saw them posted a few months ago.
    2
  2601. Thanks, you too! Though Jeff is the drone pilot. I'm Brian. Pleased to meet you! ;)
    2
  2602. I was VERY generous with the costs of ownership, but a lot of comments don't seem to reflect that. Let's back out the unpaid miles, the cut Tesla will take for access to the riders, and use a far more realistic cost for cleaning.
    2
  2603. I've driven both. Hyundai makes a good car, but it isn't better, and it isn't even all that cheap
    2
  2604. The numbers are stunning. Going to be seeing the lot of them expanding beyond the China market
    2
  2605. When I saw the Arcimoto event pop up, I just knew deep down that he was going to be there. Even though it was never announced, I prepared assuming he would be, and that I could get him to agree to answer a few questions. That's why I started with Arcimoto questions before flipping the switch. It was a great event with a lot of great people, but that was the absolute highlight for me.
    2
  2606. Not Optimus bots, but regular industrial robots. The "just a big arm" sorts. This is big in a different way because it doesn't rely on any new tech to make it happen.
    2
  2607. Automation has been replacing those jobs for decades, yet there still aren't enough workers to fill the open positions. Bots will take the millions of jobs no one wants, and the ones too dangerous to ethically assign to humans.
    2
  2608. I haven't heard a deadline for the cathode building, though it's possible I missed it. They already have a supplier for the cathodes, but it looks like they'll need more than they can readily order to handle the higher end of the ramp, which would make sense for Q1/Q2 next year.
    2
  2609. I'd be curious to know too.
    2
  2610. Still have to order the fabric for the seats though. Just a joke either way.
    2
  2611. Hey man, when I make mistakes, I fix 'em! As for Tesla employees knowing about this channel, yes, they absolutely do, but it's the ground-level folks. Nobody in corporate knows I exist, or if they do, they must despise me for some reason, because my only experience with them (apart from the one time I got a +1 to a shareholder meeting,) was to be escorted off-site by security. Yeah, I'll be moving the channel away from the Tesla name in the new year. It closes every door except for one, and the one door it should keep open, isn't. Not even remotely. They're the most hostile organization I've ever covered in my 23 years as a journalist, and I've been sued by Van Morrison.
    2
  2612. That would be an interesting approach for someone to take today.
    2
  2613. I should have spent more time on the spreadsheet. It IS over 1,400. The "total" column is the castings, the "cars" column is half that many.
    2
  2614. Lucky... lucky... lucky!
    2
  2615. It's been suggested that with the Hertz deal, high speed chargers onsite could be more important than before.
    2
  2616. Who collected money in this scheme?
    2
  2617. Why wouldn't they?
    2
  2618. Will do!
    2
  2619. Well of course Mr. Carr would know tyres.
    2
  2620. Fingers crossed!
    2
  2621. Where will the batteries be made?
    2
  2622. He admitted in an interview he'd never seen one in person until after he left the industry. Absolutely clueless and apparently on purpose.
    2
  2623. I agree, but I'm not the judge.
    2
  2624. Dropping the price so it qualifies for the tax incentive likely spurred demand beyond expectation.
    2
  2625. A good point.
    2
  2626. Always!
    2
  2627. People are trying to divide us, Joe. People with deep pockets. They want us divided. My job is to keep us cats in a tidy herd. Either we're for the mission or we're not. Sounds like you and I want to row together. No more dividing.
    2
  2628. LG only had problems with GM car batteries. Tesla has used them without issue.
    2
  2629. I was a lot more confident when this was published. Now it looks like they're launching with trucks built in Europe instead of their own factory. Bit odd for a company so "close" to in-house production. And their new expansion is... disappointing.
    2
  2630. I'll start looking for ones on your comments and let you know.
    2
  2631. You bet!
    2
  2632. I'd like to see that too, but I just don't think Ford is ready to throw in the towel on their own development.
    2
  2633. I appreciate that!
    2
  2634. He made that himself.
    2
  2635. The Aptera has the advantage of being enclosed, and more than fun, it's visually stunning.
    2
  2636. Thank you kindly!
    2
  2637. Well said! Great interaction, not so great on the clicks. It's not a well performing video despite the k'jillion comments. Man this YouTube thing is just so vexing!
    2
  2638. The Bolt is a fine car, it just isn't exciting.
    2
  2639. I you ask me my impression, I'd say nay.
    2
  2640. Thank you kindly!
    2
  2641. I meant in terms of a grid-style math tracker. Tobias really is amazing though.
    2
  2642. Mark Spiegel was wrong? Kind of feels like it would be quicker to list the things he got right. It would be a very short list.
    2
  2643. It appears Honda uses Green Hills Thriftware.
    2
  2644. I think the only thing holding them back would be water permits, though I imagine there are solutions that could make that less of an issue.
    2
  2645. Jelly school has an opening, Wendy. Look, not all of us have bosses who demand a dress code. I know it sucks, but there's no better time than now to find a new job. Imagine giving the first hot frunk what someone else does with their hair. What a weird flex.
    2
  2646. I appreciate that!
    2
  2647. He looks good on camera though. 🤔🫣
    2
  2648. The reality was more obvious in 2019. They said the cars were bad, and you could go find out for yourself they were wrong. Today we're looking forward. AI and robotics is harder for the average person to wrap their head around.
    2
  2649. That does seem like an overdue discussion.
    2
  2650. Boom! I have been roasted.
    2
  2651. Nonsense, and you need to do better. We deal in data here, full stop. BYD is #1 in fires with a couple DOZEN per year. That's from ALL cars sold, not just of the current year. That's dozens out of about ten million. They're VASTLY safer than internal combustion cars, and this lie needs to stop.
    2
  2652. Buy there rumor, sell the news? That happens sometimes.
    2
  2653. A million buyers would still prefer a late CyberTruck to a "perfect" eHummer.
    2
  2654. But I did that though. Thought that was clear... bottle caps. ;)
    2
  2655. If they told customers they would need to install their own chargers at their hubs, plenty would do it. That would explain why they aren't selling 100k/year, but not why they aren't really selling any.
    2
  2656. Jordan is so dang smart. Always appreciate seeing him in these videos. :)
    2
  2657. Glad you enjoyed it! It's a bit of work to find all the right pieces to clip together, but I plan on doing this every weekend. See you around!
    2
  2658. Glad I could help!
    2
  2659. Be nice, Joe. No one likes a sourpuss. I'm one of only two Tesla-specific YouTubers who didn't get inside Giga Texas for Cyber Rodeo, so I've never gotten to see the things that were on display. It's not for a lack of trying. I've been turned away from Tesla factories and events a half dozen times, as well as three SpaceX locations and two of the Boring Company. My inability to access the highest quality information is not for a lack of effort. I make videos in good faith, and work sufficiently to avoid clickbait that it has been harmful to the growth of my channel. Users on Twitter found pictures that show these as inflow channels, but I didn't get any of those replies before I uploaded this video. Did you watch the second half of the video where the substantial differences between the Model Y front casting and the castings we see in the scrap yard were discussed? I'd appreciate hearing your perspective on those.
    2
  2660. I think we're all pretty excited about the future here.
    2
  2661. My sister-in-law had one. Very smooth and powerful, but yes, a lot of down time. There was something odd with the brakes where their local guy wouldn't touch it, so even routine maintenance was a pain.
    2
  2662. Even among these haters, I don't have hate to give back. They never even watched the videos. They literally don't know what they're talking about.
    2
  2663. Would be great.
    2
  2664. Your comments are always so well behaved.
    2
  2665. I'm sure it will make another appearance, but even if it's popular, it's not going to be a whole lot of income for you. :(
    2
  2666. Really? Darn it. I even looked it up but the video I found was from Top Gear, and that's how all of them kept saying it.
    2
  2667. Oh interesting. That would be on-brand for him for sure.
    2
  2668. Lucid dreams of making more than 200 cars a day. It would be like me saying a distracted Mr Beast is where I step in to save the day.
    2
  2669. Will be interesting to see.
    2
  2670. Thank you much!
    2
  2671. That was dirt. Very few pilings used the cementitious mix. Most were geopiers which only require gravel.
    2
  2672. I see headlines about cheaper EVs all the time. They don't often get as much vital traction though. That's the audience's reaction, it the lack of it.
    2
  2673. It absolutely does.
    2
  2674. I've been reaching out to other YouTubers for the past year, and the big dawgs aren't generally interested. Or rather, it's unclear if any of them have even received my message, because none have responded. Jeff Roberts was kind enough to let me interview him early on, I work closely with Bear's Workshop, and have a pretty great relationship with Dillon from Electrified. Other than that, it's just radio silence. :/
    2
  2675. Many analysts said the same about Optimus, but we've already gotten confirmation that they will be sold. They only have enough cash on hand to field about 700,000 without running into liquidity issues.
    2
  2676. I appreciate that and I agree with your assessment.
    2
  2677. Our pleasure!
    2
  2678. As far as I know, the single motor is gone. It's just wishful thinking on my part.
    2
  2679. I wouldn't say complaining. I asked for feedback and they're offering suggestions. Welcome aboard Clint!
    2
  2680. Thanks for the correction.
    2
  2681. Any time!
    2
  2682. Depends on the terms of her return. He surely asked other departments to take over and found they couldn't. It's possible there would be more insulation from pushback in the future.
    2
  2683. Glad it was helpful! I'm trying to always add more charts and graphics, so hopefully the coming weeks are even better. ;)
    2
  2684. Twice as many as the US. That's worth a lot.
    2
  2685. This is addressed in tomorrow's video, but it's nothing new. You can see all the past sales on the SEC website. Aren't you more worried that GM executives tend to sell ALL their shares as soon as they are eligible?
    2
  2686. Likewise. My wife has been cutting my hair since before lockdown. We have kids. The haircut budget is already strained enough as it is. ;)
    2
  2687. It's a bit premature to say since Fisker was founded four years earlier, and did manage to get into production before folding. Alpha has exciting designs, but they have a long road ahead.
    2
  2688. I think we'll see battery factories take priority over vehicle plants in 2021, though it's really anyone's guess at this point.
    2
  2689. There's one in Portland already! I met them at the last OEVA meeting.
    2
  2690. It was a non-binding agreement, but it had to be unwound. Locking in prices at today's levels would guarantee the Chinese brands make low to no margin, while moving a number of units that appears to have them struggling. Tesla appears to still have a fair amount of margin to work with, so if further price cuts are needed to maintain sales, they are now free to do it without even getting a strongly worded letter.
    2
  2691. THAT is your takeaway?
    2
  2692. Pretty sure it's a minotaur.
    2
  2693. Thank you kindly. It comes and goes. I had four consecutive videos in the past week that did really well (by my channel's standards, anyhow,) but the ten before it really weren't shown to new viewers. The algo is fickle. It's impossible to grow if they don't show it to new people.
    2
  2694. Very nice! I wouldn't be surprised to see additional pricing improvements. For me it just came down to wanting to get my family into something safe.
    2
  2695. I've heard from drone pilots that it won't matter unless a helicopter is actively running at the time, which would be rare. This is less like a highway and more like a parking spot.
    2
  2696. Good catch. I'll fix that, thanks!
    2
  2697. Love Sam. He's among the few hosts in Teslaverse I've never crossed paths with, sadly.
    2
  2698. He's taken cheap shots before, but I didn't think he'd launch an entire cheap war.
    2
  2699. That's exactly it. How much would it add to the cost of every car without actually increasing sales? It's a balancing act
    2
  2700. Tesla allowed Model 3 reservation holders to postpone in the early days until they reached the end of the queue. Only then did they say, "Okay, it's time to schedule delivery or your reservation is canceled."
    2
  2701. This wasn't the news so much as social media. So much craziness.
    2
  2702. That's all Mark as far as I'm concerned. The product isn't as obvious as "a car" so I had to have the vision explained like this. Glad he was able to make time for it.
    2
  2703. I knew who ya meant. ;)
    2
  2704. Crime is a lot less organized than it used to be.
    2
  2705. You bet!
    2
  2706. Good point. They generally don't give anything away without a nice margin.
    2
  2707. Is this the one they're planning to build in the US? I'm not convinced that factory will be finished this year, and until we see genuine reviews of it, I'd be careful to count too many of those unhatched chickens.
    2
  2708. It was a few pretty amazing days, but the Meet & Greet was so great because we had at least a bit of time to meet with folks. Thanks for being there!
    2
  2709. Find a more serious agent.
    2
  2710. @ Mario Arellano Upon whose advice?
    2
  2711. If you think his interviews are boring, I can't imagine how painful a feature film would be.
    2
  2712. Silver lining!
    2
  2713. The best flatpack is no flatpack.
    2
  2714. Much appreciated! Four boys is a challenge for sure. When I was a kid, there were all kinds of kids/family discounts, but not so much anymore. Movie tickets were half price, now it's maybe 10-15% off. Multiply that by six and it adds up quick.
    2
  2715. I owned a BMW while it was still under warranty. I got rid of it once the warranty expired. I was on my 3rd water pump and had a serious transmission repair. I wasn't going to hang around for the inevitable electronic issues that were common on the 3-series at the time.
    2
  2716. Well I famously have a face for radio and a voice for silent films, so I'm gonna go with Ryan being the better looking of us.
    2
  2717. Anybody want to fact check this rusty rake?
    2
  2718. She's lost a bunch of weight since then.
    2
  2719. I appreciate that! Nice to see folks are making it to the end. :)
    2
  2720.  @ericbarnett852  I'm unfortunately not yet in a position to keep it as it has been. I've been burning the candle at both ends and I did it as long as I could, but being stuck in the zone between hobby and job means something has to give. I can't do 50+ hours a week on the channel and still keep a roof over my head. :( I'll get there, I'm confident, but for now I have to pick my projects more carefully, and there are a lot of videos in the works that simply NEED to be made, and the pace so far has made it impossible. Thanks for understanding, and thanks for being here.
    2
  2721. Wow, really? Yeah, it's been a fun month. Have a few zingers in the pipeline I'm working on. Hopefully one of them will take us to the next level. Thanks for being here bud!
    2
  2722. I go where the data leads me.
    2
  2723. It appears Tesla remains focused.
    2
  2724. I can't find evidence of the government exerting pressure on German news media. Be careful repeating big claims like that without evidence.
    2
  2725. That doesn't sound like a material defect to me. No car I'm aware of has bumper to bumper warranty still in place at 77k miles.
    2
  2726. This is fantastic information, thank you!
    2
  2727. The plan is that you'll still get 30-days, and when you do, it will be the latest version, which is great.
    2
  2728. @Jim Coleman The EV1 was produced in 1996/1997 with lead acid batteries. Lithium Ion batteries entered commercial use in 1991. The tech was already there, they just chose to abandon development of the platform. GM could be where Tesla is today if they'd have just stayed the course, and the buyers were not merely forgiving of its shortcomings, but fanatical in their hopes to see it continue.
    2
  2729. He's not I'm the union. Don't fall for the misdirection. You have to focus.
    2
  2730. Several people have done that from the millions, just as some went back to horses. Very few EVs sold today are as bad as the best gas cars.
    2
  2731. They had it in the lab. Getting it to production has been the tricky part.
    2
  2732. There's a reason I like you.
    2
  2733. The IRA has taken huge steps to minimize our reliance on Chinese EV parts, because China has been deeply ingrained in our supply chain for decades. This is the panic over Japan all over again.
    2
  2734. Glad you think so!
    2
  2735. Might be all the tariff and 51st state talk. Tough to say.
    2
  2736. You bet!
    2
  2737. My buddy Patrick said the same thing.
    2
  2738. If nothing has happened, I might just do that.
    2
  2739. That's a perspective that's often overlooked. Plenty of folks can benefit from a bot helper in ways that will destroy ZERO jobs. People will be able to live independently in their homes for longer with assistance. That's a good thing.
    2
  2740. Going 135mph is dangerous. If you're going to do that, you're going to see survival rates plummet. But if you do choose to go that fast, other cars are deadlier. You need to always question data, ask the why, even if it conforms with your preconceived notion.
    2
  2741. Appreciate that!
    2
  2742. Gotta day, I was 90% on the union's side three days ago, but you guys have been extremely convincing that my faith and confidence was misplaced. The volume of misinformed and hostile comments is a very bad look. What a strange choice to alienate your only allies in the non-union auto space. Go have a think. Make sure this is the strategy you want to go with.
    2
  2743. I'm behind the curve on a lot of things. Did you watch the whole video though?
    2
  2744. They only read the headlines they like. The rest may as well not even exist.
    2
  2745. Good point.
    2
  2746. Yuck. Trolling used to be an art form. 2/10 there big guy. Up yer game or go home.
    2
  2747. This is an old video. Account was hacked today. YouTube restored it by publishing everything as if it was brand new.
    2
  2748. He wouldn't do guest appearances when he was active, and is even less inclined now. We tried to get him to come to events in Michigan and he just wasn't interested. These days he's not following Tesla the way he used to.
    2
  2749. That explains his comfort in the presentation. Very refined.
    2
  2750. It's not the best situation for sure.
    2
  2751. If the range is legit 200 (which Tesla has finally gotten better about) I could see that selling.
    2
  2752. Jack of all trades, master of none.
    2
  2753. I'm thinking the trial models will be first spotted in late Q4 with first deliveries late Q1-2022 or a few months later. :(
    2
  2754. They own far too many shares to recover any meaningful percentage of what they've invested, and since it's publicly traded, those sales would have to be reported.
    2
  2755. The meet & greet is in Detroit on the 14th, but we'll be in Muskegon on Friday if you'd like to meet up before the Saturday event.
    2
  2756. Yes!
    2
  2757. The take rate doesn't need to be high to move the needle. Every 1% of new take rate means $10m/month in new margin.
    2
  2758. This isn't as big a factor as you might think. Suppliers typically allow 30-90 days to pay for parts. As long as Tesla can manufacture and delivery within that timeframe (which is especially common at the end for quarters when local delivery is prioritized,) they're sometimes able to sell a car before even paying for the parts. Either way, the figures are looked at more on a year over year basis rather than a calendar basis.
    2
  2759. No. Of the top 20 concerns, this doesn't even make the list. Mineral markets are fungible and Tesla is not directly engaged in mining.
    2
  2760. Sandy believed the 3rd row in the Model Y would be rear facing jump seats, and that was after they'd torn down the 5 seater. He's an exceptionally sharp guy, but he's not infallible.
    2
  2761. It's not a crazy idea, but it doesn't quite fit with what we learned on Investor Day. Unless the van is giong to be $25k, it will come later than the compact. The van is worth a lot more than $25k in my view, even as a microbus. I could very well be wrong, but we all could, and that's the fun in these kinds of comments you clever robots provide. It leaves a lot of room to think about what comes next. Thanks for making me work my brain a bit. Cheers!
    2
  2762. The stamping machine in Fremont was built without that kind of foundation. Tesla purchased it and placed it in the factory where a much smaller press had been, and as a result, the USGS seismic monitoring station across the bay can detect when it's in operation. The issue becomes that it will slowly rattle the building apart and make all the other operations there have to deal with those vibrations.
    2
  2763. Love it!
    2
  2764. I'm covering the HVAC issue in this week's video, but long story short, they're already installed. They chose to put them inside the building with vents rather than on top of the structure. Bit odd, but it's what they've done for at least some percentage of them.
    2
  2765. We shall see.
    2
  2766. WOW. That's a great question!
    2
  2767. Would you believe my naivete on the subject didn't even consider that there was a "side" prior to the advent of automobiles? That's what I get for growing up in a country built around moto-carriages!
    2
  2768. I'm very curious to see what the financials are on a system like this. Surely it will be the cheapest possible installation of this size due to the easiest installation and having the most recent panels (lowest cost), but determining the actual dollars and cents is proving tricky. If it's a 10-year break even, this is more about making a statement, and perhaps marketing (if they do spell out "Tesla" in a way that's visible from the flight path,) but if it's 5 years or less... they're gonna put up a lot more.
    2
  2769. Employees per "car" is the wrong metric. For your numbers to make sense, you would need to add in every employee at every car dealership for the other companies, plus an awful lot of the tier 1 and tier 2 suppliers, as well as the people who build and service gas stations. And that's assuming Tesla is "just" a car company. If your investment thesis hinges on the idea that Tesla is just a car company, this wouldn't be the right investment avenue for you.
    2
  2770. @LoudValves Hope he finds it rewarding enough to stick around. He's always second-guessing himself and feels like he's messing up, but he's really doing a fantastic job, I think. At this rate he'll match my years of experience in editing in a few months, and surpass them by a mile thereafter, which will be great for the channel. :) We may have a few more tricks up our sleeves in coming months in terms of unique content from the MTW clan, but I don't want to get ahead of myself.
    2
  2771. The mega-ramp of semi can't begin until the expansion of Giga Nevada takes place, and it appears they have yet to break ground. They are still producing semi, but at ridiculously low volume (like one a day.) The pace is very disappointing.
    2
  2772. Four years and thousands of videos is pretty long already. Nobody does this. They go broke long before. You just aren't likely to see them because they're gone.
    2
  2773. Even if it's ready today, it will take AGES to get them into every factory, and you just know some will hold out longer still.
    2
  2774. Undeniably safer than any other pickup truck that HAS been approved.
    2
  2775. Awesome, thanks!
    2
  2776. They're everywhere. They just don't always look much different.
    2
  2777. Link is in the description so you can play with the numbers all kinds of ways.
    2
  2778. Nice!!
    2
  2779. Appreciate that.
    2
  2780. I've seen other channels try to deduce deliveries by counting cars, and I've tried to see if there's any way to do it myself, but it always falls apart. I think it's because there can be a number of reasons trucks show up at inconsistent times. The only thing close to it I've had success with in the past (but only for 2 quarters) was counting how full the SuperChargers were in the loading lot at Giga Shanghai relative to the previous quarter. Those are rotated at more predictable intervals, but then they reconfigured the space, so it made a like-for-like comparison impossible.
    2
  2781. Our pleasure!
    2
  2782. Looks like you got the closest. I'm not surprised it's you, to be honest. I see your comments on a lot of Tesla channels. You follow this stuff as closely as anyone. Even if you don't have a concrete methodology, topical immersion can be a powerful tool. Think of it like how AI plays complicated games like go or chess. Understanding the rules is critical but understanding them extremely well is far from sufficient to ensure a win. Kind of like how you know that one obscure answer in Trivial Pursuit. You can't explain why you know the answer, but you do. Even if Lucky 7s was a joke, it still came from somewhere in your head, and you've got enough foundational knowledge that it winds up as more of an educated guess.
    2
  2783. In my interview with him at Teslacon in Florida last year, he said they can run to $750m and up beyond that, depending on the capacity.
    2
  2784. Your memory is correct. It's also why the shell is 3mm thick instead of the usual 1.2mm. It's needed for the structural integrity.
    2
  2785.  @timboatfield  Precisely. Germany attracted Tesla with the promise of easy permits. If they bone them out of $100M plus what they've already spent on the factory (another billion plus?) literally no international company will ever build there in the next 30-50 years. This is going to happen, even if it shouldn't.
    2
  2786. Great question! I don't have insight to interior work. My 17-week completion from exterior walls is based on the rate of progress in Shanghai. The only reason I could see Texas (or Berlin, as we've seen) taking longer from these timelines would be due to regulatory delays. The model was built assuming very rough figures. When it launched 48-weeks ago, it wasn't expected to hold up as well as it has, and I wasn't expecting it to be a weekly feature. It started as a one-off, but it got popular, so I just kept going.
    2
  2787. Yes, but this makes for a better comparison against other EVs, which perform poorly on resale.
    2
  2788. It was a Firehouse themed Airbnb.
    2
  2789. I haven't seen anything that would lead me to that conclusion. The footprints are too small, and building in America runs counter to the objective of selling them in developing markets where the US rejected trade agreement partnerships.
    2
  2790. A good question! They do have sensors to avoid curbing them, but it's a whole new form factor.
    2
  2791. "Like" might be a tad generous. I've appreciated their feedback, and would have continued the series if there was anything new to respond to. They ran out of stuff though, and they never go back to find the answers already provided.
    2
  2792. Yep. Plenty of videos on YouTube of people testing out on small pieces of 3mm stainless.
    2
  2793. Agree completely, but we just don't know what their manufacturing philosophy will be. If they're targeting 10,000 instead of a few hundred, a whole different approach is needed.
    2
  2794. Who promised a midgate? I've never seen that.
    2
  2795. He's made clear to me that it's absolutely personal. Very strange to me. We've met in person since our apparent feud began and he was perfectly polite. I had no idea anything was wrong between us.
    2
  2796. You don't know what they spent, and you don't measure lifetime success of a product in the first 90 days.
    2
  2797. This was shot last month.
    2
  2798. Wanna know what's funny? Every time you comment this YouTube suggests an automated response of "For what?" YouTube don't get you. I get you, Kirk. I get you.
    2
  2799.  @kirk8985  For what?
    2
  2800. They're still married to VW with engineering and manufacturing wholly intertwined.
    2
  2801. There are no Sam's Club locations in the NW anymore. They exited the market about 6 years ago because they just can't compete with Costco. The point remains. The fact that there are sometimes lines at some chargers doesn't mean gas is automatically better, and that there are no lines for gas. I only use public chargers when I'm on road trips, but I had to gas up my old car to go anywhere.
    2
  2802. Plenty of shops around the world already providing this service. It's in its infancy, but some folks just love to make their cars a bit cooler.
    2
  2803. Who says 14 delivery centers? I see 19 listed. Typical sales don't matter when there's an end of credit rush. We've seen bonkers numbers before.
    2
  2804. Duly understood, thanks!
    2
  2805. That's a fine point. In my head, my phone was compact and advanced, but when I stumble onto one in an old box, I'm always shocked how primitive it is. People forget that classic cars need the oil checked constantly.
    2
  2806. Videos pay about a half-penny per view, so not really worth the effort to watch twice... though I have been known to put on a playlist of my videos at hotels and AirBNBs to leave running while I'm out. ;)
    2
  2807. Crazy, right?
    2
  2808. Exactly.
    2
  2809. Wow, thanks John.
    2
  2810. Can't buy what they won't sell.
    2
  2811. Set and match!
    2
  2812. So is taking a bath, apparently. 😥
    2
  2813. While possible, it would be speculation in the face of actual data coming out that contradicts it. I love to dream, but I temper my expectations with the reality of what's already known.
    2
  2814. Biscuits and gravy is a dish from "the south". The gravy is made with sausage, and it's a rich, white gravy. We do still have brown gravy, chicken gravy, and turkey gravy, but in this particular dish, it's always made with "country gravy".
    2
  2815. I hope to resume doing those. They are very time intensive and generally take 12-18 hours to produce. :(
    2
  2816. It's only a loss if you sell. Did you sell? Tesla already offers cars below the average of new cars (as shown in the video,) but I think the compact will really open up the market to everyday buyers like you and me once it's available.
    2
  2817. Of course. It's a question of how much effort it takes to get up from a chair.
    2
  2818. They're not better. Some of them might beat Tesla on a metric or two, but none wins overall, and buyers know that. Sales are still taking place.
    2
  2819. Glad to help!
    2
  2820. I saw trucks going in on a video (not sure it it was this one) so it may have just been opened back up to allow easier access for materials transport. Tough to say, but it really isn't that important. The machine that builds the machine has a job and it's just about to get started.
    2
  2821. Awesome. And how would you suggest I do that without a budget?
    2
  2822. Uh huh, totally!
    2
  2823. Times are tough. You know, um, inflation?
    2
  2824. There has been talk from Elon that they plan to offer factory wraps, so you could potentially get it in any dozens, if not hundreds of colors.
    2
  2825. You got it!
    2
  2826. Only if you don't look into the numbers. I made a whole video on that. You gotta come up with better material if you want to be taken seriously by viewers on this channel.
    2
  2827. It feels that way, but I think a lot of it is that anything with TESLA or ELON in the headline drives clicks (which is how they're mostly paid,) and there's a LOT of hate for Elon since becoming the richest person, to say nothing of the Twitter situation. It's ugly and obviously you and I hate it, but there's only so much we can do. You and I stick to the facts, and here we are.
    2
  2828. Saturn was always GM.
    2
  2829. That sounds like a fundamental misunderstanding of how it works, and by it, I mean a lot of things.
    2
  2830. They don't. That's a popular misconception the data doesn't support.
    2
  2831. We discussed this today on the Tesla Beat podcast. Tesla Boomer Mama and I agreed that that's TESLA'S cost, not the retail price. There would be no margin at 40-cents. But even at a dollar (while Uber is at $3-5) they'd still crush the competition.
    2
  2832. I think so too, and would allow revenue to be counted in full, at least for those purchases made after the name change.
    2
  2833. This is bat country.
    2
  2834. The minerals are the ultimate question. Plastics are readily available and all the battery giants have massive factories underway. They can survive with 2nd hand (and often 2nd rate) engineers, plus those unwilling to leave the rust belt. GM has done well for generations without building the best cars.
    2
  2835. There isn't. If someone wants to do it, I'll hire them.
    2
  2836. There was a whole series of these surrounding the Ford Lightning vs. the Cybertruck. Did about ten of them.
    2
  2837. There were years he worked that much, but that will kill ya.
    2
  2838. Can't imagine more than maybe six people are cross shopping those two vehicles.
    2
  2839. Absolutely. It's like buying a Lamborghini because you feel good about your lottery ticket. They have clear path to even pay for the factory, let alone make enough cars to make a profit.
    2
  2840. I don't think things will get bad for VW. At least not critically bad. They're making the right moves in Europe. What I wonder is if he'll move over to Tesla at some point.
    2
  2841. You just made my day more than you can know, and I sent a separate message to you on Patreon. Thanks for joining the team you juicy, clever robot!
    2
  2842. The fact that it's going to be structural isn't something Sandy or Cory debate. That's established. The fact that it could still drive without the skin without collapsing under its own weight means it's at least partially unibody. If the skin provides no structure, they'll reduce the thickness significantly to save weight.
    2
  2843. That's how I understood it.
    2
  2844.  @ronbyrd1434  This is correct. They didn't own the land, they were just leasing it. The highest and best use up until now was agricultural, but now it's capable of generating vastly more revenue as a factory. FYI, Tesla doesn't own their land either, they just have a 50-year lease with a tad under 48-years remaining.
    2
  2845. Their fundamentals are substantially worse than when this was recorded. Short term traders can make money on a sinking ship.
    2
  2846. I've never waited 10-seconds to charge. I HAVE waited in line to get gas. Lots of people wait in line to get gas every day. Ever heard of Costco? People will wait 30-minutes to get a 2% discount on their fuel. Mostly I charge at home where it's a 90% discount, but when I travel, it's more like a 60% discount. It's kind of the best. Love, Slick
    2
  2847. Hoping we start seeing drone footage I'll be able to use, but haven't seen any yet.
    2
  2848. Ford defaulted on their debt. They did not go bankrupt. They were able to renegotiate the debt outside of bankruptcy. They were every bit as insolvent as GM and Chrysler, but they emerged from it short of bankruptcy, but saddled with debt, while leaving lenders in a bind.
    2
  2849. You'd have better luck asking a genius. 😔
    2
  2850. Looking forward to it.
    2
  2851. I have one still. It's a J1772 to CCS.
    2
  2852. We don't do conspiracies here.
    2
  2853. If a 50% lie to start the comaprison doesn't bother you, you're not the target audience.
    2
  2854. The market for stationary storage is still vast, growing, and practically untapped. Tesla would surely take a cut via AutoBidder, so they'd get paid either way.
    2
  2855. Glad you enjoyed it my friend. :)
    2
  2856. Thank you! The video has done well in terms of views and watch time, but there were a lot of new viewers who haven't seen my channel before and didn't really know what to expect. My style isn't for everyone, clearly, but it's easier to find an audience that gets it than to try to please everyone, since that's, ya know, impossible. ;)
    2
  2857. I'm confident whatever they make is going to be amazing and I can't wait to see them on the road. That will probably be my first time seeing one in real life.
    2
  2858. I get you, and I thank you for you input. These fringe bits of the tracker weren't accounted for a year ago, and I had no idea I'd be tracking it this closely. Thank you for your feedback.
    2
  2859. I think if the explanation was that simple and they provided it in the financial statement, it wouldn't be a big deal.
    2
  2860. Likewise. :/
    2
  2861. Mining trucks are bigger. Sometimes you need boundaries within the context for the joke to work.
    2
  2862. Would it seem small in terms of horsepower? They generally only have 400-600, and three souped up (carbon overwrapped) Model 3 type motors would deliver a lot more than that, and at a vastly lower weight. I'll be curious to see the mounting and traction configuration.
    2
  2863. Well said!
    2
  2864. That video is coming tomorrow at 6am Pacific.
    2
  2865. Rear wall is curved. Maybe a window with a horizontal slide though.
    2
  2866.  @4literv6  Gotcha. Whatever Shanghai can do for Model Y, Texas should be able to match or beat, assuming they can get batteries. But TOTAL production? That's gonna be CyberTruck, which should be the simplest modern vehicle in production. Once ramped, it's going to churn out insane numbers. Not a thousand a day, but something significantly higher. I'm thinking 650-850k/year capacity.
    2
  2867. I love when regional dialects become hot button issues. There's a city in Washington called Des Moines where they pronounce the S at the end. I've learned to never speak of it around people who live anywhere more than about 5-miles from SeaTac airport.
    2
  2868. Is that true?
    2
  2869. Uh oh, did he leave the music in?
    2
  2870. Awesome! Thank you!
    2
  2871. Got an answer for you. It won't be in today's video, but in part 2 of the interview. Thanks for all your comments and feedback, by the way. I really appreciate it. :)
    2
  2872. It would be like arguing that a $3 frozen dinner is better for you than whatever you made for lunch by reading the label on the back. I get it. The argument makes no sense to anyone who thinks critically for more than a few seconds.
    2
  2873. Yes. I think three or more remain. I think we're at 7 or 8 of the maximum possible 12, though (as always) the targets are incredibly lofty.
    2
  2874.  @pawpatrolnews  Most likely, yes.
    2
  2875. They are well poised to show some strong production, but the strong brand reputation is definitely helping.
    2
  2876. I loved that movie.
    2
  2877. What kind of insanity makes someone think "chaos" is a sound objective. Nearly every other union manages to renegotiate contracts without hurting EVERY SINGLE PARTY. That's what this does. The workers are hurt, the plants are hurt, and every supplier upstream is hurt as well. That's a genuinely terrible strategy. This is the opposite of a win-win. Everyone loses except Shawn, and he's hastening the closure of US plants. If you're okay with that, I guess I'm okay with that.
    2
  2878. Us too!
    2
  2879. Nonsense you say. People are paying analysts millions to come up with numbers far, far sillier than those.
    2
  2880. They wouldn't even do that.
    2
  2881. I'll wear less next time, thanks!
    2
  2882. Views are falling. There are a lot of people who have lost interest in Tesla. Maybe this reverses that a bit, but it's too soon to say.
    2
  2883. Terrifying, I love it!
    2
  2884. 100% true, but I wanted to present a case in the light most favorable to their argument to avoid some of the nitpicking in comments. I originally did math according to 20 oil changes, but dropped it to 19 since you wouldn't do one the day you take delivery. I used $50 for the oil change, even though many would opt for higher grade synthetics or other add-ons. I figured the only way they could argue it was too high was if they chose not to perform the scheduled maintenance, which would shorten the life of the vehicle, or by doing it themselves, which most owners do not.
    2
  2885. I haven't heard plans for that, though they did suggest there would eventually be panels at ground level. Seems like an added cost with the only benefit being space utilization. Far better to put a canopy over the parking lot.
    2
  2886. But then what do they use for CyberTruck?
    2
  2887. You know you gotta cut back, but man are they nutritious!
    2
  2888. 40kg is about 11 gallons of gas. Takes about 3,000 gallons to go 100k miles. Which is better?
    2
  2889. That never stopped. The people pretending otherwise only did so for personal gain. Don't reward them.
    2
  2890. Thanks John!
    2
  2891. Much appreciated!
    2
  2892. Aaaaany day now.
    2
  2893. I enjoy making videos like that. It did pretty well at the time, at least for my channel, so I count that one as big win.
    2
  2894. Very much so.
    2
  2895. I'm in a red county with precisely one SuperCharger. There are Teslas here in town, but they're far from the most common thing on the road.
    2
  2896. I've seen so much pushback from big rig drivers since this was originally unveiled. I suspect that sentiment will shift dramatically once these operators get behind the wheel and experience it for themselves. It's quieter, easier to drive, doesn't rattle your guts out, and doesn't require you to shift 500 times an hour in traffic.
    2
  2897. Pretty far from home for him.
    2
  2898. An absolute gem and someone I consider a founder of the fan and investor community we're all part of.
    2
  2899. My pleasure!
    2
  2900. I understand. People didn't appreciate when they had success on v11 but it was dangerous where I live. I can absolutely believe it might not work where someone lives, having been through that myself. I appreciate you.
    2
  2901. That doesn't make sense.
    2
  2902. Exactly! It's among the most prestigious awards money can buy.
    2
  2903. Glad you like them! Happy to see you around here. It does get so lonely in the quieter corners of YouTube. ;)
    2
  2904. Really does.
    2
  2905. Don't give him any ideas. ;)
    2
  2906. They don't need to disrupt it, they just need batteries.
    2
  2907. Oh dear.
    2
  2908. Correct. That's what it is. The bigger question is if the FSD sale price today is fully counted since it's now being sold as "supervised". They changed the language a while back.
    2
  2909. I decided to look it up. Along the path I showed it would be a hair over 3mi, though much longer to drive or bike. Considering the pilot tunnel was 1.1 miles, and Vegas Loop is 1.7 miles, this 3-mile extension would likely be quite affordable, since the first mile of it could be done under Tesla's own property. And yes, I know Tesla and Boring are separate companies, but Tesla would be justified in "giving" access to the land in exchange for having a transit hub at their factory. They could even shorten the tunnel by a mile by having the station at the far west side of the property instead of closer to the main building. I've put up a picture of this at www.Patreon.com/GlossyNews (for everyone, not just Patrons,) if you want to see it.
    2
  2910. You know I'm not Elon, surely, and that I have no influence over what they do. They don't even let me into events. What I'm saying is that harassing me does nothing to change any of that, it's just, you know, harassing me. I cover other brands and topics. Fewer viewers watch those videos. I can't control that.
    2
  2911. Fact check: false. They've only had the requisite cameras since the end of 2016.
    2
  2912. Are you planning to gamble based on this conclusion?
    2
  2913. Lol. You've literally never commented before, and THIS is your take? Plenty of hype channels out there happy to tell you whatever lie gives you comfort. They can't wait to feed you nonsense for cash.
    2
  2914. When this video was made, there were precisely two kinds of reviews of Vinfast's cars in the US. One was from the batch of folks where were flown to Vietnam, all expenses paid, for a lavish vacation, where they got about 20-minutes to drive it on flat ground with no other cars or obstacles. Those reviews were favorable. The other kind was people who had actually driven it themselves without any sort of financial ties to Vinfast. Those were universally negative, and strongly so. The odds that EVERY independent reviewer is lying is close enough to zero to not deserve consideration. The cars they're selling today may be better, but the ones from when this video was made were not good, and the sheer hostility of the comments addressed were enough to throw out all the red flags.
    2
  2915. That was what a lot of us expected a year ago.
    2
  2916. What a bargain!
    2
  2917. It's a risky move.
    2
  2918. Perfect, I'll take yours. Soon I'll have ALL the stalks!
    2
  2919. Google offer to translate this to English, so of course I said yes. "Pull the Waymo: ;)" it says. Perfection. I have no notes.
    2
  2920. Yes, but the narrative that billions in ad-spending can buy positive coverage doesn't hold up. On week three, the GM headlines remained negative.
    2
  2921. Compared to other sat providers, 100% game changer. I'm "in" a city (albeit a small one) with options (albeit lackluster) and I have work to do that includes livestreaming. For those without a hard landline for highspeed internet, Starlink is absolutely the way to go. Maybe I should make a video discussing that more specifically to clarify this.
    2
  2922. Legend!
    2
  2923. What rental car companies typically do is buy fleets of brand new cars for well below MSRP, rent them out while they're effectively brand new (and covered by bumper to bumper warranty,) and then sell them after 30,000 miles or so. They sell them at whatever the current MSRP is, which is still likely as high as what they paid. Buyers are less afraid of them because they still have some factory warranty left.
    2
  2924. Hot damn, Bear, you're actually a fan. Nice! And all solid points. The accounting is odd on ZEV credits. I think companies are able to record them even if they don't transfer the funds during the quarter, though I could be off on that. Honda is now buying credits as well, so it could be higher. Bottom line for me is that I don't have a good handle on how/when regulatory credits apply, so this is an area of uncertainty in my prediction.
    2
  2925. Which opinion? You're not giving me quite enough to work with
    2
  2926. They're ahead in manufacturing for sure. In chemistry and tech they're likely narrowly ahead. Japan and Korea really sat on their lead.
    2
  2927. I don't take offense when someone from another native tongue says my name wrong, but I appreciate the effort. I figure it's the least I can do in return.
    2
  2928. Appreciate that! I travel a whole lot more than I should, but it's what I feel I need to do to bring the best information.
    2
  2929. You're not wrong.
    2
  2930. He is definitely of a particular flavor, and that's worked well for him in terms of building a business and growing his audience. My approach is definitely different from his.
    2
  2931. I linked the 180 page report. It includes EVERYTHING. Time, temperature, humidity, the calibration of the equipment used, the readings by the millisecond, everything. I've read the entire report, and I (apparently along with NHTSA) welcome everyone else to do the same.
    2
  2932. Appreciate the kind words!
    2
  2933.  @osuave7811  I read that too. Wow. Just wow. That's MONTHS of production already spoken for. This is going to be one heck of a sales year.
    2
  2934. Slippery slope right there. That would be easy to abuse.
    2
  2935. There are plenty who share this idea. It would be a neat item, and likely outsell a lot of more common RVs today.
    2
  2936. Odds are not great. Seems like an easy enough thing to fix.
    2
  2937. Had no idea that's disappointing.
    2
  2938. What a fascinating take! SpaceX is well established, and Starlink is proven. Starship is still a work in progress, but what I've seen as the biggest obstacle (the ability to actually launch something that massive) has already been overcome. While you and I may see Optimus as inevitable, the market has yet to price it in. To me it's a question of when, not if, if becomes a viable commercial project. The vision is grand, but the timing jives with the available tech.
    2
  2939. That doesn't make sense to me either.
    2
  2940. My source on the ground says there is no construction yet, and I have yet to find a drone pilot in the area. If you know someone, tell them to get in touch with me!
    2
  2941. Glad you liked it!
    2
  2942. I thought the heat was the point.
    2
  2943. It really isn't. China plans to conquer the world, but they're not going to do it with arms. They're doing it by being the world's factory.
    2
  2944. Why I have no earthly idea what ever you could mean. Always family friendly content here, my friend!
    2
  2945. Sounds like you just woke up from a coma. Congratulations!
    2
  2946. How much have you lost?
    2
  2947. Elio, but with a bunch of elements that made it less compelling. That's only a winning strategy if you have a substantial price advantage, which they failed to materialize.
    2
  2948. If it could do 7-miles a month, they'd only need one of them to cover all of Vegas.
    2
  2949. Thank you! 😃
    2
  2950. That's the stuff!
    2
  2951. The only similarity I see is the light bar, which isn't all that strong of an indicator. I've seen plenty of Cybertruck hate in person, but the Model Y is so common it's hard to get mad at. You'd have to dedicate your whole life to nothing else.
    2
  2952. Compact couldn't have happened yet. There aren't enough batteries.
    2
  2953. There are a few videos that have gotten more views and contents than they ever did when they were new.
    2
  2954. How dare you, good sir. A duel high noon it shall be!
    2
  2955. Cool! Can't wait to see it for the first time myself.
    2
  2956. No. Those are commodity panels likely made in China. Tesla's panels are the decorative residential tile type.
    2
  2957. Lots of interest in that.
    2
  2958. Thanks Kirk, though you're cheating, since you have already admitted you live slightly in the future. ;)
    2
  2959. Probably have to have a kid or two with Elon.
    2
  2960. Good luck!
    2
  2961. Legend!
    2
  2962. My friend, if you are interested, I would be happy to trade you my wall for the low, low price of ONE Tesla. Best price my friend. Very good deal!
    2
  2963. SOME stuff? I mean, sure. The panelists were less wrong than the top minds in the mainstream media, who are paid a fortune to predict this stuff.
    2
  2964. Have a video about this scheduled for tomorrow, I think.
    2
  2965. So true!
    2
  2966. At least Comma doesn't rely on remote operators.
    2
  2967. Glad you enjoyed it. We had fun recording it.
    2
  2968. Appreciate you, Gary!
    2
  2969. @Matthew Rideout You're both right.
    2
  2970. He's been allowed to see behind the curtain at a number of companies that leads me to believe that, while the timelines may be overly optimistic, they may also be what he's hearing from developers. I suspect they're the ones with unrealistic expectations.
    2
  2971. That is correct! They plan to expand Nevada to increase 4680 AND build the line for semi.
    2
  2972. I knew I'd have another chance, and he almost definitely wouldn't.
    2
  2973. Did you take any pictures?
    2
  2974. @cwcordes Those do not appear to have been crashed. I know someone saw "crash ready" on a window, but because it was on 2 lines instead of one, they thought it had already been crashed.
    2
  2975. If I'm not having fun it starts to feel like work. ;)
    2
  2976. The unions typically refuse to include those in negotiations. They want to keep the workers and owners divided. If the workers start to own the company, who will the union rile them up to fight against?
    2
  2977. That would still be under warranty. If that's the case, we're really talking about a ding dong.
    2
  2978. Does it?
    2
  2979. You joke, but there are legit floppy headed spatulas that say stuff dumber than this without an ounce of irony.
    2
  2980. Anything will sell if the price is right.
    2
  2981. Hard to argue against more accessible door latches.
    2
  2982. Crypto is easy to understand. It's like leaving your car idling in the garage overnight while it solves sudoku you can trade for illicit products. And while NFTs may seem like snake oil, they're actually just pictures of snake oil.
    2
  2983. You okay there, little buddy?
    2
  2984. It sucks, and I resist it as much as I can, but there's not much room for nobility when nobody sees the videos. I've had ones go out where even my own subscribers tell me they never saw them. :(
    2
  2985. Thank you so much 😀
    2
  2986. Hey, thanks!
    2
  2987. It doesn't feel to me like a pressing concern over the next 2+ quarters. The Cybertruck hype has more eyeballs on Tesla than we've seen in years, and that's only going to go bonkers as deliveries begin.
    2
  2988. Thank you! I rarely get to wear it in my daily life, so I'm glad it got some love.
    2
  2989. Because nobody clicks on those articles.
    2
  2990. Battery manufacturers hold the view that Trump's reelection would critically impact their ability to produce goods at a profit. That is the basis of their scaling back of new facilities in the US. That's not great for US jobs, but it's far worse for US built EVs.
    2
  2991. I really appreciate you saying that. I made videos exactly like these two months ago for 10-20 viewers, and it was pretty frustrating, but rather than giving up, I doubled down and just kept learning from my mistakes and ramping up the quality. I'm glad you feel the same way. I don't shoot for the "ten minutes a few seconds" target or use clickbait titles. My info, I hope, speaks for itself. I can give you the headline info and if you don't want to click, I'm at peace with that.
    2
  2992. They are similarly insanely hard to start. Aluminum fires are also catastrophic but you also don't hear about those because they're exceptionally difficult to start. Without road debris or a high-speed T-bone accident, I struggle to imagine how a lithium fire would get started. The fire department overseeing the tunnel similarly struggles to imagine it.
    2
  2993. A word of caution about those "starting at" prices you see advertised. Since nearly all legacy auto sales come from existing inventory on hand, it can be nearly impossible to get a base trim of any model. They just don't put them on the lot as often as many buyers would like.
    2
  2994. Debt comes in too many flavors to quantify equally. Some have cheap debt while others suffer crippling terms.
    2
  2995. I'll try it out next week and see if it condenses neatly. Might wind up a mess without much length reduction, but we'll see how it plays out.
    2
  2996. 40% bigger. I compared them visually in an earlier one. Don't recall which but I do remember it's at the 90 second mark if that helps.
    2
  2997. How careless of me.
    2
  2998. All reasonable.
    2
  2999. You should probably watch the video first. 😉
    2
  3000. Thank you!
    2
  3001. I think others were doing the bragging on their behalf, but otherwise yes.
    2
  3002. There's no short answer. Should I make a video about it?
    2
  3003. Right? Just whining for the sake of it.
    2
  3004. Joe is awesome, both his channel and him as a person. Just love what he does.
    2
  3005. I appreciate that!
    2
  3006. Glad you enjoy it!
    2
  3007. The tour was tightly scripted and might as well have been on rails. We were allowed to ask questions afterwards, but the answers were not even remotely insightful.
    2
  3008. Notice of the vote has been submitted to the SEC today. I think the vote is next week, but we'll have clarity on the earnings call I imagine.
    2
  3009. Ohio, you say? Does that mean you're coming to the Muskegon event on June 15th?
    2
  3010. PEAKED at a thousand a month? Ouch!
    2
  3011. You okay there, li'l buddy?
    2
  3012. Great point!
    2
  3013. Thank you so much 🤗
    2
  3014. They are trying. It's just really hard.
    2
  3015. I've never said the cars are worth trillions, and I've never said it about stationary storage. I've said they could generate that much, but that's not profit, and it's not the stock value. Maybe you're confusing me with someone else? Add them all together, and the company has already been in that range.
    2
  3016. All the answers below are correct.
    2
  3017. It's as bullish as a man can get. But for real, I like to joke around. Glad to see folks paying such close attention. :)
    2
  3018. I think that has more to do with the repair cost and what looks to me (haven't researched this part) like an above average risk of total loss.
    2
  3019.  @slicksalmon6948  I've seen experiences reported in both price directions, but according to studies, it's apparently one of the most expensive vehicles to insure. Even if only by a few bucks, it all adds up.
    2
  3020. I gave up pretty quickly and just downloaded the transcript. Even at 2x it was too painful.
    2
  3021. We clearly had fun with it.
    2
  3022. While literally true, it ignores that they could absolutely make more.
    2
  3023. Much appreciated! I interviewed Chris about the Aptera last year when it was unveiled at Fully Charged in San Diego. It's interesting to see the developments.
    2
  3024. I was confident this would be delayed or revised, but it appears it went into effect exactly as written. Wild
    2
  3025. Appreciate it.
    2
  3026. The country hasn't been run into the ground though. The biggest problems we're facing (housing shortage, drugs, healthcare crisis,) are infinitely beyond the scope of unions, and there is no party without blame.
    2
  3027. Naw, makes too much sense!
    2
  3028. Brand loyalty, not model loyalty. The source article explains it, but it's not Prologue buyers getting another Prologue. It's Honda buyers getting another Honda.
    2
  3029. There are a handful of steps to understanding how to do this, but I'm confident I have enough time to tackle them before the big day. We'll see if I do it, but I'm leaning in the direction of yes. The channel is still a bit small to pull off a live event, especially when most of my fans will likely be watching more established channels, but I figure since I'm going to be watching it live anyhow, might as well see how it goes.
    2
  3030. The price has been disconnected from the supply due to market speculators. That huge price spike we saw didn't represent a shortage, and the subsequent collapse wasn't because of over-production. Commodities can have pricing inconsistencies without any meaningful shift in production or availability.
    2
  3031. Nope. Lars from Best in Tesla took a road trip through the artic circle in the dead of winter to prove how batteries do just fine in extreme weather. Tesla Bjorn has made years of videos showing extreme weather driving and charging. You're mixing a variety of incomplete information to draw a fundamentally flawed conclusion.
    2
  3032. Same.
    2
  3033. That's the plan!
    2
  3034. I'd say that's true of all of us. ;)
    2
  3035. Have you somehow missed all my BYD coverage? I talk them up every week? I get you want to target people, but do some basic research first.
    2
  3036. My apologies. There's been an outsized amount of attacks in here in recent weeks, and it's only getting worse.
    2
  3037. Those who say the design is adequate are correct. Those who say it's superior are a bit more puzzling to me. It's a bigger truck with a significantly smaller bed. Both models have enough storage to negate the need for a toolbox, so having a super-duper-mega frunk isn't a compelling enough reason for me to sacrifice a full foot of bed length.
    2
  3038. Fantastic suggestion. Though if anyone here can reach him, I'd just ask them to get me an interview, and I promise I'll bring it up.
    2
  3039. Unfortunate.
    2
  3040. The highest figure I was using was $1 per mile, while others have revised their dimes up to suggest my figure is a better baseline. The Cybercab will also be about $20-25k cheaper, since I was running it using Model Y figures and the energy costs for that. Cybercab will be cheaper to buy and operate.
    2
  3041. @Michael Nurse It also buys me time to compose my thoughts without using "um", but it's mostly for the dramatic pause.
    2
  3042. Luck happens more frequently when you're well prepared. Nobody preps their numbers with the depth and mastery of Loki, but somehow James still takes all the credit. ;)
    2
  3043. I think that's becoming increasingly clear.
    2
  3044. We only know they said they would, and I can see a lot of reasons why that makes sense, even if they'd prefer to keep as many of them for themselves as they can.
    2
  3045. Love me some Tony Seba.
    2
  3046. Zero tailpipe emission, and even if your local powerplant is coal fired (which is exceptionally rare,) it's STILL better for the environment BY FAR. There are still a few people who believe the fossil fuel industries exceptionally well-funded lies, but they're getting rarer every day. They only have to think critically for a few minutes, or do even the slightest bit of research, and the story falls apart. Then they get to wonder what else they were lied to about.
    2
  3047. @OnigoroshiZero Sounds like "trust me bro"
    2
  3048. We had a safety orientation on the use of the track. It wasn't open yet when we ran it, so we knew it was wide open.
    2
  3049. That's a good point!
    2
  3050. Thank you! Cheers!
    2
  3051. Hello from the US!
    2
  3052. What does this mean?
    2
  3053. They are not, but I also don't compensate them for appearing on my channel. If the arrangement doesn't work for me, I'm free to stop doing it.
    2
  3054. Big publications like to point out there's a firewall between advertisers and content, and technically there is, but firewall or not, they can still feel the heat. GM alone spends over $2 billion per year, just in the US. The idea that a pile of money that big wouldn't result in a free pass here and there just isn't believable.
    2
  3055. It is not, no. It's naturally brown but I figured I'd go Tesla red for the channel. Gotta commit if you wanna go far, right?
    2
  3056. Government is already deeply involved in the energy sector. If fossil fuels weren't subsidized with ungodly amounts of blood and treasure, EVs would have won decades ago.
    2
  3057. I know, right?
    2
  3058. Is that a thing? I have friends with solar panels and all of them come from China. Haven't heard of any issues.
    2
  3059. Do you know what the bill has in it?
    2
  3060. I don't understand. :(
    2
  3061.  @commandonut  Gotcha. I understand.
    2
  3062.  @commandonut  No worries, I got it after you clarified.
    2
  3063. That's a third hand account through an unreliable medium. I can't address a scenario without original reporting because sources like "trust me, bro" are especially useless when we know the bro in question makes a mint of being dishonest.
    2
  3064. Or more likely, just left broken.
    2
  3065. Some of the things we got "wrong" weren't so much wrong as hidden. The Compact model wasn't literally announced, but it was. We got to see the Gen 3 philosophy and design, where it's going to be built, and when. That's a product unveiling, even if we can't see the curves beneath that silky drape.
    2
  3066. You bet!
    2
  3067. Long term, positive. You understand what Tesla is doing, I assume. Short term, it's as good as gambling. No stock is a sure up or down over the short term. If it was, the options guys would already be all over it, and their algorithms would have been on it before the first human even noticed.
    2
  3068. Possible for the lower floors, but they rely on loading platforms for upper floors. Unless they want to surround the building entirely with scaffolding there isn't much benefit keeping upper floors open. I think it's a combination of what you said, plus the fact that it will be easier to just do all the walls at once instead of spread out over time. Cheaper to only have the crane there for a week or two, instead of months on end. And with the weather largely cooperating, it's not a race against the elements.
    2
  3069. I think the plan is to build there fairly soon. They definitely have enough land, it's just a matter of figuring it all out.
    2
  3070. Certainly not an entire pringles can.
    2
  3071. I sadly agree.
    2
  3072. I saw that and I'm afraid I have to agree with you. Considering we're at the end of April and the casting machine for the CyberTruck is apparently nowhere close to delivery, that would support your conclusion. And that's to say nothing of all the new design elements like cold rolled & folded stainless steel and a structural battery pack that have never been done in a production vehicle before. Those could take some time to iron out, and I don't mean weeks, but surely more like months.
    2
  3073. NEVER! ;)
    2
  3074. Well that gave me my best chuckle of the week, so thanks for that! Yeah, considering all the guesses I was seeing I figured it was time enough to do the face reveal, though the missus had to pretty me up a tad first. She does good work. You'll hear more of her on the Patreon stuff, but she REALLY doesn't like being on camera. :(
    2
  3075. That's what I really got out of it was insights.
    2
  3076. Very fair point.
    2
  3077. That's where Elon and I disagree. When I measured Giga Texas by hamsters, I left enough room for them to survive. Small habitat with walkable access aisles for cleaning and feeding, and only stacked to an OSHA acceptable level. He went strictly by volume, which is problematic. His answer was straight math, while mine was logistics and engineering.
    2
  3078. Appreciate you!
    2
  3079. @jonevansauthor This is consistent with what I've been hearing from Peterbilt and eCascadia reps. You can get your semi trucks in 3 months, but that won't help you if it's going to take 3 years to get the warehouse power connection upgraded to install the chargers.
    2
  3080. That IS the question. Some nation will have to go first. Will be interesting to see.
    2
  3081. Good to see you!
    2
  3082. Glad to help.
    2
  3083. We don't know what systems they have running behind the scenes. There are some that work, but we don't know what they have actually running it. Are they in the lead? Kind of tough to say.
    2
  3084. There's a lot of interesting stuff in there. Will be fun to watch the next month of regurgitation about it on all the usual sites.
    2
  3085. Just titanium.
    2
  3086. If I saw this video from someone I didn't know, I'd be deeply skeptical. You can imagine my surprise that this all happened to me.
    2
  3087. And I appreciate it!
    2
  3088. Seems logical to me.
    2
  3089. A great question! Globally they're absolutely headed in the right direction. The Georgia plant is getting a 25-30% expansion to build the EV9 along with other gas models, which means they're looking at an additional $6-8b if they want to convert the rest of the factory to EV. Not a small amount, but absolutely doable. The slowing of Tesla's growth isn't accidental. They're loading the spring for the next growth phase, which we've been told to expect to look very different from what we've been seeing so far. We'll know more about the direction on 8/8.
    2
  3090. The myth of unaffordability needs to go to bed. You CAN buy an expensive EV, but it's not necessary to leave the 'splody juice behind.
    2
  3091. She cares. She just knows how to play the game.
    2
  3092. Or one year.
    2
  3093. You didn't let me finish. I said there are no dumb questions ALLOWED. ;)
    2
  3094. Proximity to airbags.
    2
  3095. True, but their approach is all new. They focus far less on mechanics than universal function, and mass market production. None of the previous robotics companies even considered how to make them cheap, let alone independently capable of novel function after deployment. Tesla's approach is open world. Everyone else's approach is more like an arcade game on rails.
    2
  3096. Definitely possible, just more expensive.
    2
  3097. But I got one. Just getting through the scheduled videos now.
    2
  3098. Unlikely. Just updated colors.
    2
  3099. It's 14.4% cheaper today. You could always buy back in, but never take stock advice from anyone but a licensed investment advisor (and fiduciary.)
    2
  3100. Thanks for sharing! I know Shanghai is a massive miss this quarter, but I'll be curious to see how much they produce, on top of Berlin & Austin. Remember, a lot of the parts that are short aren't made in Shanghai, so if the bottleneck is chips or batteries, other factories could pick up the slack, though with some added transit costs.
    2
  3101. Yes it's very frustrating. I know it happens to big channels I follow too, even some of the huge ones. Very strange system and challenging at times as a content producer. Glad you're here!
    2
  3102. Hydrogen has shortcomings due to the limits of physics. With them being as early to the space, and as far ahead of anyone else, they surely know this better than anyone. Hydrogen for automotive use is a dead end. You can get cheap(ish) hydrogen, or clean hydrogen, but you can't get both. It defies physics. Getting clean AND cheap hydrogen would require a series of breakthroughs that are not even on the horizon.
    2
  3103. There have not. You've seen still images of the people like Taylor Swift, not videos. We're past the period of plausible deniability. If you're okay with it, just own it, but pretending our eyes engaged in collective hallucination is not a behavior I have time to entertain.
    2
  3104. Hope so
    2
  3105. Maybe, but the objective is that we make you sharp enough to know which bits are worth considering versus chucking out. If we only hear the things we agree with, do we even have room to expand our sphere of understanding?
    2
  3106. This was at Fully Charged South in Farnborough, England.
    2
  3107.  @pawpatrolnews  Much appreciated! I put more hours into this than I lead my wife to believe, but I'm confident that by this time next year she'll be glad I did. If there are any favorites on the channel, I'd love to know what they are so I can keep making the content the most curious Tesla fans want to see. Thanks!
    2
  3108.  @pawpatrolnews  Awesome, thanks! I think keeping it as condensed as possible is a real benefit to viewers. I know YouTube reeeeeally would prefer if I stretched everything to just over 10-minutes, but I'm not going to waste your time by padding the run time just to get the extra love from the algorithm. Plenty of channels are successful without resorting to such games.
    2
  3109. I do like to kid.
    2
  3110. That list is bizarre. It's pretty much the UK and a lot of their former colonies that drive on the left. Plenty of markets.
    2
  3111. I've had a lot of time to think about it. The fact that I get almost equal pushback from those who say I go too far, and not far enough, tells me I struck the right balance.
    2
  3112. More to come! I shot another 4-5 of them all on the same day, and the next two are already edited and scheduled over the coming week. You probably saw the next one on Patreon already.
    2
  3113. I am limited by the footage that is available. The pilots each do their own things. It would cost more to contract a single video from a single site than I gross in a month. I'd love to have a tv-style budget, but that's just not in the cards today, sadly. If it was I'd be making over minimum wage. :(
    2
  3114. It's migratory.
    2
  3115. Off the top of my head it's about 20-miles. It's adjacent to the new Samsung battery factory.
    2
  3116. You bet!
    2
  3117. The objective of their non-stop avalanche of content is to drive engagement, some of which will convert to paying customers. As long as they take both sides of every topic, they can always find new eyeballs.
    2
  3118. Bear gets it. ;) Hope you had a safe trip on your recent journey.
    2
  3119. And remember, Tesla HAD taken a loan in their early years, but they paid it back early, and with interest. That was a great deal for everyone.
    2
  3120.  @yehimstone5492  Google suggests they are $6B in the hole in terms of government debt. They didn't take an all-or-none bailout, but they did borrow heavily, and it's apparently coming back to bite them.
    2
  3121. @TeslaDo_d They're closer to 2,500. The 80-100k swaps/day is a big part of what's bankrupting them. If customers had to pay what it really costs, their utilization rate would collapse.
    2
  3122. Being so far north, your summer solstice has like 9+hours more daylight. That's the bulk of the difference. Fog only cuts efficiency by half. Offshore wind is easy to overbuild and throttle/brake as needed to curtail overproduction. I think the vehicle to grid and adoption of powerwalls will also help offset the gaps.
    2
  3123. Who told you that? The curb weight of a Model 3 is nearly identical to a BMW 3 series. The Y weighs the same as an X3 or X5.
    2
  3124. I'm going to be speaking at Fully Charged in Farnborough in April. You should attend if you're interested and able. :)
    2
  3125. There's a ton of land available, so the lazy answer is yes. The harder answer is that it isn't nearly as flat as it looks from the air. Worst case scenario they could just build another one at the same site, but I'd be more inclined to believe they'd build it elsewhere like Berlin or Shanghai.
    2
  3126. They're planning to burn $8b on EVs this year alone.
    2
  3127. It would never work for me. I'd end up burning through their time yapping about Tesla. ;)
    2
  3128. Done! Just checked and today's cheapest average gas in the area is $3.089 in Calhoun county, versus electricity at $0.157/kWh. That puts your 100k mile savings at $6,532. But remember, you will not get 30mpg in that car on regular gas. Even with premium gas Fuelly shows real world MPG at 27.7, so the savings is $7,387. When you go back to Premium grade, the Houston Metro average price today is $3.98, so the savings jumps to $10,603.
    2
  3129. He definitely strikes me as a character.
    2
  3130. Nope. Bear is in Arizona and I'm in the Pacific Northwest. I used some of his footage ages ago and we started talking, then I met him on my road trip last summer when he took me out to see him shoot his Nikola and Lucid factory construction footage.
    2
  3131. It's not for everyone. My brother in law still refuses to use a smartphone.
    2
  3132. Tesla has already sold millions of those.
    2
  3133. Legacy will go back to selling gas guzzlers. They're going to make a fortune over the next five years.
    2
  3134. Cybertruck does. 🤔
    2
  3135. Why are multiple people posting this? Unless I said it's impossible for the batteries to have a manufacturing defect, this feels really nitpicky. I haven't seen someone blow a gas engine under warranty in ten years either. Obviously it CAN HAPPEN, it's just rare.
    2
  3136. They likely will.
    2
  3137. If they told you they were, would you even believe them on that claim?
    2
  3138. That was his guess after seeing it for a few minutes. While possible, it wasn't something settled by the time I got to interview the engineers last month.
    2
  3139. Quite disappointed. I'm sure there's a good reason, but I'm waiting to see it.
    2
  3140. On the channel's about page there is a way to email me
    2
  3141. I was telling a European that I live "close to Herbert" and Jan from Tesla Fix interrupted and said, "No, tell him how far away that is," and I said, "Not far, maybe 2-3 hours by car." They couldn't believe I'd consider that nearby.
    2
  3142. The charging network is an area where Europe appears to have really taken the lead.
    2
  3143.  @niftybass  VW funded EA as part of the Dieselgate settlement. They recently expanded their funding in EA, despite earlier signs they might be looking to exit the venture.
    2
  3144. Tested it out last night, and we were blown away. All my edge cases appear solved, but will test it again today in the daylight.
    2
  3145. Correct. :( If you can find anything that says otherwise (apart from the one CNBC article that stated it, but linked to a press release that didn't say it, which linked to the full PDF which also didn't say it.)
    2
  3146. Dead babies in Africa disagree, but to each their own, I suppose.
    2
  3147. One of my viewers in Texas took us up to about 130mph for a few seconds today. The speed limit was 85mph so it took no time at all. That was plenty for me.
    2
  3148. He is who he is, and he's a package deal. Gotta take the bad with the good.
    2
  3149. Your support is massively appreciated (both in terms of comments & subscribing, as well as on Patreon.) I'm slowly but surely inching toward full-time, so hopefully the next few months bring good things. :)
    2
  3150. Will be covered in today's video.
    2
  3151. Which Longview?
    2
  3152. Far fewer haters on this channel than you generally see on YouTube, but they often get slapped down by the more knowledgeable commenters pretty quickly.
    2
  3153. Only because, as a medium, it isn't rare. ;)
    2
  3154. @Bob Wood Well dang it, Bobby, you're gonna hate the heck out of the more recent video, but not as much as next week's update is going to send you through the roof. I get that calculus is more advanced math, but of the folks who watch these videos and despise the conclusions, a grand total of zero have offered a better solution to the problem, so forgive me (sincerely, not being an ass,) but this is the best we got.
    2
  3155. Give? Naw, he's more than capable of earning it. 😉
    2
  3156. Gag squirt indeed.
    2
  3157. You and me both!
    2
  3158. Looks like they only had a few days of shut-down, compared to others who had significantly more (and others who we never heard anything about, so maybe they had... none? Or no one cares?)
    2
  3159. It was the SVX. The one with the goofy little side window because the main window was too large to roll down.
    2
  3160. We haven't heard any updates, but since it's just the air brake, and only impacts 34 units, it seems likely they'd have been able to replace most (if not all of them) by now using mobile techs sent out to the distribution center where they're parked.
    2
  3161. Go look at it in person. There were hundreds of people swarming them on 10/10 and nobody reported an issue.
    2
  3162. This was following 3 straight days with rainfall, and flood type rains a few weeks ago.
    2
  3163. Kyle and I will both be in China next month for the Shanghai Auto Show. Should be able to get something first hand out of that.
    2
  3164. Yes please!
    2
  3165. Some do. Check out Tesla Jigsaw to get his perspective.
    2
  3166. Appreciate you!
    2
  3167. Literally the opposite.
    2
  3168. It's a great service, but I'm not sure it's guaranteed.
    2
  3169. People who never had problems with the weight of pointless SUVs and pickup trucks suddenly care about GVW ratings? Roads will be fine. They're already built for this. If someone tells you we need to rebuild all the roads and bridges, they're lying, an idiot, or both. Correct them and see if they stop saying it. If the don't, there's your answer.
    2
  3170. My goal with sponsored bits isn't so much to make you buy the thing, but make you NOT hate the video. This way feels less like work and more like fun.
    2
  3171. Their release was successfully negotiated.
    2
  3172. Their massive cash pile wouldn't be sufficient to own every car produced AND maintain operations.
    2
  3173. Why do you think? Which parts will cost more?
    2
  3174. Tim was very down to earth for a guy who spends his time in the clouds.
    2
  3175. Thanks! 😃
    2
  3176. Very cool!
    2
  3177. I think they're confident that what he's doing is no longer good for mankind. These are people who had the vision and foresight to get involved based on their confidence in his actions and his vision, but have seen it shift in ways that they find reprehensible to a degree that they can no longer stomach, and profits be damned.
    2
  3178. What a waste of his talent.
    2
  3179. They'll never stop supporting oil.
    2
  3180. I think he likes the logo sign to remain in frame.
    2
  3181. Back to about 90% as of today.
    2
  3182. Since when? His kooky-talk milestones appear to have little bearing on the stock trend. I'd love for him to zip his yap, but that's not going to happen. So has it actually mattered in ways we can measure?
    2
  3183. Gotta give the people what they want.
    2
  3184. There are very few content creators who have never been able to secure an invite, and none who have been doing it for this many years, over this many videos. People on the other side of the world have gotten invitations to events where I was literally standing outside. There could be a lot of reasons for it, like malice, incompetence, or indifference. All are a bit hard to fathom. What's infuriating is dealing wit the dummies who say that they must be paying me, or at least giving me the kind of access that's worth more than a check. I get neither, just the criticism.
    2
  3185. And we haven't even seen the final form.
    2
  3186. This is one that could have merit. We know Russia engages in misinformation campaigns (we even know the location of the office that does it,) and they work to divide people anywhere they can.
    2
  3187. There may be some of that, but this isn't likely an example of it. This just reads like lazy journalism.
    2
  3188. It would be nice if how we rated them was a factor. We can't even boycott them.
    2
  3189. Maybe so.
    2
  3190. Oh good idea!
    2
  3191. I have confidence he knows he's under a microscope. That's a good thing for the union and the workers. If they want to "buy" him, they'll have to do it with prestige (high worker wages.)
    2
  3192. This would not result in bankruptcy.
    2
  3193. Fingers crossed!
    2
  3194. Your channel is exactly what I mean. 124 videos with broadcast quality production value, yet 1,200 subscribers and few videos breaking 100 views. How can that be? There's only one answer, and it's because YouTube simply isn't showing them to anyone.
    2
  3195. Way ahead of you... or behind, whichever one means I'm too old (and ornery) to change. :/
    2
  3196. Couldn't agree more!
    2
  3197. You have to wonder, really. Will be interesting to see how long the chaos lasts.
    2
  3198. The patents all show Tesla as the owner.
    2
  3199. Only 0.2 inches, so not all that much. We don't yet know when to expect HW5, but if may come out by the time you're looking to buy.
    2
  3200. All true.
    2
  3201. Fortunately we've yet to see long lines to charge on the Supercharger network, apart from a few places on busy holiday weekends. I'm hopeful and confident this trend continues.
    2
  3202. Bellevue Square Mall in Washington state.
    2
  3203. I don't think so. That's within the screen. Might be possible on the newer models that have the dedicated light to tie into though.
    2
  3204. I don't hate Lucid. I have no reason to hate Lucid. If I was 100% pro-Tesla, why would I constantly offer praise to all the other volume EV builders? BYD is the strongest challenger to Tesla, and the worst thing I've ever said about them is that they aren't yet as profitable as they're going to be. If you look at my track record, you'll see I am very hesitant to share leaks, and I only do so when I can validate and protect my sources. Besides, if I was going to make something up, wouldn't I go with something a whole lot sexier than "they have a peculiar habit of changing part numbers"?
    2
  3205. The critical difference is that the Tesla longs, like myself, disclose our interest. The short sellers almost universally do nothing of the kind. When Hindenburg Research puts out a damning report, they explain that they are doing so as part of their short sale thesis. Tesla short sellers have historically hidden behind the pretense of pure information and concern, rather than financial motivation. Tesla longs seldom hide our identities or our motivations.
    2
  3206. Don't know. YouTube generates them, so we're entirely at their mercy.
    2
  3207. That's pretty crazy. I follow this stuff as closely as anyone, and no, the retraction definitely didn't get the kind of viral distribution the original op/ed enjoyed.
    2
  3208. It is if it's cheaper than rebuilding every factory in the world.
    2
  3209. Do you not know who Bear's Workshop is? There's is no Roadster and there is no $80k Lucius. We're dealing with actual products that actually exist. Tuck your hostility back in your crack, Holmes, it doesn't work here.
    2
  3210. Much appreciated!
    2
  3211. That tracks.
    2
  3212. They aren't wrong though. The fact that one major country stubbornly refuses to use rational measurements has got to be annoying.
    2
  3213. Did you talk to them?
    2
  3214. You say that, but you're not real, or even believable.
    2
  3215. Thanks, same to you, ya nut!
    2
  3216. Those commutes are brutal. The cost of gas is bad enough, but the lost time is insane. Those are minutes of your life you'll never get back.
    2
  3217. Twice, but only once before the verdict was reached. That's the whole point.
    2
  3218. Yep! Looking at the "low" R&D investment at Tesla concerns investors who don't know better. Focus groups are expensive, and count as research. That doesn't make a better car. Designing and tooling for 30 models costs 10-20x more than designing 1-2, but doesn't add 10-20x the value in production. Tesla gets the most bang for their R&D buck by far.
    2
  3219. Would just be nice to have it sooner than later.
    2
  3220. I don't commute. My gas bill doesn't make the math work.
    2
  3221. Bet you're right.
    2
  3222. Oh okay, thanks. We didn't know.
    2
  3223. My understanding is that it was doing so behind the curtain, but what it presented was still as requested.
    2
  3224. I totally agree!
    2
  3225. Look up the more affordable Tesla sold into Mexico from Shanghai. Some smart savings in there.
    2
  3226. Thanks!
    2
  3227. Who said that? I'm not sure if you know which channel you're on. Feels like you're blindly lashing out, unaware that I'm the only channel that's really tackled the brand damage head on. Maybe focus your anger a bit?
    2
  3228. The all new Kia Foray.
    2
  3229. Already made a video about that. You should turn on the bell notification so you won't miss the updates.
    2
  3230. Good stuff, Theodore. Thanks for the insightful comment!
    2
  3231. I understand AI. Crypto is a whole other beast, and one I just can't trust. If it was as good as they pretend, it wouldn't require a billion bot posts pushing it in every corner of the web every minute of the day. Somebody funds that, and when they stop, the value falls apart.
    2
  3232. I think they disqualify you for using an aim bot. Will have to double check the official rules.
    2
  3233. Doesn't have to be big to keep them busy. I have no interest, but I know campers are a big business.
    2
  3234. Me too. I'm cautiously optimistic.
    2
  3235. You are OBSESSED.
    2
  3236. It isn't ideal. While I'm confident the company can run just fine without his daily involvement, the distractions are certainly not helping investor sentiment.
    2
  3237. Thanks for watching! 😎
    2
  3238. Or just close like a normal hood.
    2
  3239. Not sure those are waters I'm ready to tread into, but I get where you're coming from. ;)
    2
  3240. Welcome back!
    2
  3241. Ouch.
    2
  3242. My first instinct was to say it doesn't matter. My second instinct was to ballpark it. But my THIRD instinct is that you're right, I should count them. Hope you're subscribed, because that seems like a pretty good idea.
    2
  3243.  @tomwegener9360  Still on my list. Was just busy getting the 11-year production estimate built. ;)
    2
  3244. The dealerships near me have at least or two in stock as well. They're just sitting there. Not ideal.
    2
  3245. It was there, just had to add the www to it. I updated it. Thanks for the advice.
    2
  3246. I addressed you last time you posted this nonsense. Everyone. People. That's who buys Teslas. That's why they're so popular. Tesla doesn't even make a four-seater and trips with more than four are exceptionally rare in the US. Go to any high-end mall and you'll see it's Tesla Central. People with money LOVE Tesla, and increasingly, people with far less money are buying them too. If you want to spread fear, uncertainty, and doubt, you're going to need to do a whole hell of a lot better than that my friend.
    2
  3247. EVs are 20x less likely to go up in flames than dino burners. Even the famously flamey Chevy Volt was still 6x less likely to burn. Whoever is pushing that myth is trying to deceive people to slow adoption.
    2
  3248. My comedy days are in the rearview mirror, methinks. I gave it enough years to see if I could make it happen, and maybe geography gets some of the blame, but I'm the reading, researching, and regurgitating guy now. :|
    2
  3249.  @tomcrouchman  Thank you for that Tom. Seriously.
    2
  3250. Anything a person can do, but without sleep.
    2
  3251. Does that help you psychologically? I ask because it doesn't make any sense to someone on the outside who isn't trying to pretend everything's okay.
    2
  3252. It was definitely a dumbed-down presentation compared to a lot of what you get from Tesla, but I agree with you that the golden nuggets were still in there for those of us who choose to dig a little deeper.
    2
  3253. Perfect!
    2
  3254. I doubt it. They'd have to see returns less than it costs to run the bots, and bots run practically for free. There are less sophisticated bots that use the same text over and over, and I've set up filters for it. Doesn't stop them even though their comments never, ever see the light of day.
    2
  3255. It exists for everything, I'm sure, but it's really loud for Tesla.
    2
  3256. Couldn't help myself.
    2
  3257. Probably just under the R&D umbrella.
    2
  3258. For higher floors it makes sense to only keep them open where they have loading platforms.
    2
  3259. I've had similar issues with m Nissan. My CVT transmission failed, as they do, and the told me it was NOT the transmission, but the motor mounts, which were NOT covered. Replaced the motor mounts, they told me the transmission was fine... it wasn't. Did not even get my warranty repair. Why even buy new at that point?
    2
  3260. Total circumference doesn't change. Just like on other EVs, the smaller wheel with thicker tire is more efficient and comfortable.
    2
  3261. And cheaper too.
    2
  3262. Gotta push the tech forward on every front, even if one gets a bit ahead of the others.
    2
  3263. Thank you so much Bryan! Man, what a labor of love this thing is. Just slays me.
    2
  3264. Oh yeah, huh. I'll keep that in mind for a future logo update.
    2
  3265. Yes, but the castings will be much smaller due to, well, the size of the vehicle. They also confirmed it will not be a single casting for the entire body because that would defeat the unboxed philosophy.
    2
  3266. Good news! There's a whole playlist on this very topic. https://www.youtube.com/playlist?list=PLIOCl9ktVG_U7h0ienQbRKV1zq1KNxJEI
    2
  3267. Science has yet to answer such questions, but teams of experts are hard at work.
    2
  3268. Right? That's how they handled rolling power issues in Southern Australia, and they earned their money back in months from sheer reliability alone. Grid balancing is super valuable, but most people don't even know it's a thing, and why would they?
    2
  3269. Thanks! 😃
    2
  3270. I appreciate hearing that. It's a lot of work but I couldn't imagine doing it any other way.
    2
  3271. If you have an old enough beater a broken windshield could make it a total loss.
    2
  3272. It's really tricky to find new ground to cover.
    2
  3273. I hope so too.
    2
  3274. Much appreciated!
    2
  3275. That's a good point. It's rare to need to adjust mirrors.
    2
  3276. Sounds right the way you say it.
    2
  3277. I see a lot of people on social media citing specific reasons Tesla's approach to FSD will never work. You know, because apparently they're all engineers working in this industry. Elon has taken the company in a lot of directions I never would have, but in nearly every instance it was the right move. That's why he's hugely wealthy, and also the reason so many of us are sitting mighty pretty too.
    2
  3278. I watched that as well. His math runs deep and strong. Considering the ranges provided, I'm confident he provided enough data to understand that this will work.
    2
  3279. I met a viewer earlier today named Rich who suggested the same thing. It's a very clever idea and I don't see why it wouldn't work.
    2
  3280. Indeed.
    2
  3281. Would be fun to visualize VIC 20 cluster capable of matching Cortex. I'm guessing it would fill a whole state, but which one?
    2
  3282. You bet!
    2
  3283. Thos Oz gets it.
    2
  3284. That is scheduled for the morning of the 9th.
    2
  3285. Eugene was good. Out in Reno now. Giga Nevada is shockingly huge, even as not-very-close as we were able to get.
    2
  3286. Trolling used to be an art form. The idea was that you'd make a statement that sounded plausible, but had a small number of egregious mistakes that would drive people bonkers, and compel them to engage with the silliness, unaware it's just a game being played by someone desperate for attention. This ain't that. It's 100% nonsense top to bottom. I made a video last week explaining all the ways the stock could continue to fall, and I was right. That's not "perma-pumper" behavior. Demand has not collapsed, and literally everyone knows that. The bears know that, but their dogs know it too. You have to have a grounded basis in reality and just pepper in the nonsense. You didn't bake a tasty treat that just happens to have too much salt. You serve a whole plate of salt and nobody's buying it.
    2
  3287. It's not insurmountable, and the access to cheap electricity could make it work, but boy is it rocky and sloped.
    2
  3288. It's all about the averages. ;)
    2
  3289. Love that you're along for the ride!
    2
  3290. 5% isn't tanking.
    2
  3291. Changes may require recertification. The Space Shuttle was using ancient tech because it still worked.
    2
  3292. It has the range and weight specified at the time they placed the order. They got exactly what they wanted and paid for. By limiting the battery as they have, it prolongs the lifespan, which is a different benefit. There are other manufacturers that have larger buffers than Tesla.
    2
  3293. Despite what the union members who blasted me in the comments over the last quarter will tell you, I don't want to see GM fail.
    2
  3294. A quick search shows they're more like $10-$45/month, depending which local union the worker belongs to. It's not unreasonable. I expected it to be higher. The bigger question to me is if they are actually adding any value to workers. A terrible worker would benefit from being unfireable (at a tremendous disadvantage to the company and consumer,) but I that benefit alone doesn't seem defensible.
    2
  3295. Ashok says by the end of the year, and he's not prone to exaggeration.
    2
  3296. If you press both petals in a Tesla, it doesn't move.
    2
  3297. Do they have their own fab? Last I checked (which was some months ago at least,) they were still contracting out the actual manufacturing.
    2
  3298. Not s chance.
    2
  3299. That won't solve anything. The floodwaters are rising. The dam can only hold it back for so long.
    2
  3300. So a car? You're describing a car. Any car. I'm not even sure if that rises to the level of Physics 101.
    2
  3301. If I had started back when I was first following Tesla, the whole trajectory of my life would be so very different. Can't even imagine. Glad you enjoy it, and I am indeed always working to improve.
    2
  3302. Oh wow.
    2
  3303. These are interesting times.
    2
  3304. Glad you enjoyed it! He's a fantastic resource.
    2
  3305. That's the fear alright.
    2
  3306. Gotta say hi next time.
    2
  3307. You bet. Lots more to follow.
    2
  3308. ICE truck sales will continue to outpace EV truck sales for some time, but these are coming online. Cart before the horse, and all that, right? Sales are NOT slumping. Even though the US has the lowest EV growth, it's STILL seeing EV adoption climb. This is no longer speculative, it's happened. Not happening, but happenED.
    2
  3309. Except that he took the software team with him. Tesla shareholders should not be paying for that.
    2
  3310. Would have been funnier if you misspelled proofreading.
    2
  3311. You can definitely trust my questions. When it comes to answers though, well, there's a reason I brought in a 38-year veteran of the industry.
    2
  3312. Exactly my thinking.
    2
  3313. The actual thumbnail was fixed before posting, but re-rendering the video would have taken an unacceptably long time. :(
    2
  3314. I was really impressed with his tactics until he got a lot more than everyone thought possible. Now he's got it and he won't take yes for an answer. The more he demands, the sooner US production will wind up on foreign soil. Shawn knows that. It's why stock compensation isn't even being discussed. He knows the enduring harm he's causing the companies. Sucks for the members. They deserve someone who actually cares about the long term.
    2
  3315. Too true.
    2
  3316. Maybe one day!
    2
  3317. It suggests we should probably buy some more stock. :/
    2
  3318. All zeros. Crazy, right?
    2
  3319. The retirement rate is likely enough to keep them from layoffs. Diesel rigs will still be around a decade or two after they stop selling them.
    2
  3320. They take a lot more work.
    2
  3321. Still waiting for a car like that.
    2
  3322. Advertising has benefits, but traditional TV ads appear to be dying. You and I recognize that.
    2
  3323. Totally makes sense.
    2
  3324. Interesting. Hadn't considered that they've yet to expand manufacturing into a country with strong wages and labor protections.
    2
  3325. It will make sense when you grow up, Timmy.
    2
  3326. Before Elon bought his stake, the stock was down from its IPO. There's a lot of potential there, but like you said, they must tackle the bots before they can expect serious growth.
    2
  3327. You should shop for campers.
    2
  3328. I made a video about exactly this in July! Here ya go: https://www.youtube.com/watch?v=2RtPxri5_D0
    2
  3329. But which will wer see on thre 30th?
    2
  3330. Right? The earnings kicked my butt last week. Happy to have this one out about as early as humanly possible. Had it all scripted before Joe's video dropped, just had to review, revise, record, and edit... I mean that's most of it, but still, having the script and soul ready once it dropped sped things up.
    2
  3331. Right there with you!
    2
  3332. The skin carries a lot (not all) of the lead. What should bear that?
    2
  3333. That's how The Verge spun it, but I pulled up the actual NHTSA report and it doesn't include that. There were 13 deaths worthy of additional investigation, but they did not conclude they were caused by autonomy.
    2
  3334. I love it! Had some issues when I first got it (all of which came down to user error,) but it does a fantastic job.
    2
  3335. Vacation? What is this word you speak of?
    2
  3336. What could go wrong... Don't answer that. 🫣
    2
  3337. You bet! I've found it to be a strong indicator, and I don't think I've ever noticed 100% of them going at the same time before. This is very exciting for Q3 production.
    2
  3338. There are people leaving comments on this very video who seem completely unaware of that. They're literally arguing that the term "autopilot" means something new that it has never meant since its invention in 1912.
    2
  3339. I hope I'm wrong, but the BX4X is all they have to show for it, and it is not good.
    2
  3340. You can add Mitsubishi to that party. Now they want to merge all three. I think it sounds like a potluck dinner but all the guests brought cups. None of them have particularly serious electrification programs. Ariya is decent, but what do the others bring to the table?
    2
  3341. Transmission lines are going to be an issue no matter where the power is coming from. Having local storage will alleviate some of the strain, rather than relying on the long-distance lines to handle the increased demand.
    2
  3342. It was a LONG day, but I'm finally home.
    2
  3343. The board loves him. Maybe even too much.
    2
  3344. I boosted the volume, but it was definitely loud enough I had to pause the script to let it pass. I wasn't mad, just confused. Days in that room with nothing but silence, and as soon as I hit record, it was time for a parade.
    2
  3345. The best radio is no radio?
    2
  3346. I think so too. Also keeps the first car closer to home base.
    2
  3347. Whoever told you that doesn't have a very high opinion of you.
    2
  3348. They're speculating. They didn't adjust at the event, and employees weren't giving out any info
    2
  3349. It's crazy to NOT reward higher efficiency.
    2
  3350. I'll be shocked if FSD subscription is that cheap. I wouldn't be surprised if it's an annual subscription rather than monthly.
    2
  3351. 4
    2
  3352. Who do you think taught James?
    2
  3353. What does one even do with that much money?
    2
  3354. Exactly. You know people would pay $50k to get the European or Asian compact in other markets.
    2
  3355. If you mean the ones on fire, I can't tell you because those aren't Tesla Megapacks. Do we know who made them?
    2
  3356. Once it works somewhere, it will work everywhere. We've been told it would, but seeing the capabilities at launch in China appears to confirm it.
    2
  3357. It's the launch edition. Prices will normalize once demand is met. This is what Tesla always does. It's actually what every manufacturer does, but you only see the higher price when you get into the showroom and see how much the dealer is marking it up to match the supply/demand imbalance.
    2
  3358. A couple things have changed.
    2
  3359. I'd consider the facts over my feelings.
    2
  3360. We do. You don't get to lie here. Your ignorance doesn't get equal weight with reality here. Take that nonsense back to Facebook.
    2
  3361. They can't escape!
    2
  3362. Some are just desperate to hate it.
    2
  3363. Haven't even done a proper launch yet. There's time.
    2
  3364. I don't mind them. That which is presented without evidence can be dismissed without evidence. I'm just glad people outside the Teslasphere are willing to consider new information. And for that matter, the hardcore Tesla fans can see that Lightning is a real, serious offering, and looks like it will be a damn fine first effort from Ford.
    2
  3365.  @danchatka8613  Right? And it's not like the China and EU variants couldn't be exported to other regions (like the US) for additional sales. They just wouldn't enjoy the same lack of import tariff. Add $10k to the sticker price and there will still be plenty of buyers for those models in other markets.
    2
  3366. What could go wrong?
    2
  3367. What you're describing is The Homer. It's everything to everyone, but nothing really to anyone. Rent a Tesla for your next road trip. They're wonderful on the open road.
    2
  3368. You're not at fault though, because you're here. YouTube is the issue. The algorithm is bizarre and in need of a rethink. There are still Tesla channels I discover every month, which makes no sense. Surely I should have been shown all of them by now. I subscribe to TONS of Tesla channels, and easily 50-60% of the videos I watch are on this topic. Why am I not seeing more of this content on a regular basis? Similarly, I get comments from new viewers who just discovered the channel for the first time after 2.5 years and more than 500 videos (plus another 200+ on the 2nd channel). I don't think there's a plan to remedy this problem.
    2
  3369. I hope they make it. A lot of bridges remain to be built on their road ahead.
    2
  3370. I've been working with him to help him implement the same filters. It's a neverending battle and I take it more seriously than a lot of other channels, but I can't blame them. It's very time consuming.
    2
  3371. Nope. It's right in line.
    2
  3372. Volvo briefly hit 13%, but their current target is around 7-9% according to Reuters about a week ago. Not great, not terrible.
    2
  3373. How much time do you imagine it takes? I live where it's muddy and my cameras get dirt from spray off of other cars. It takes me about 30 seconds 3-4x a year.
    2
  3374. That's brutal. Their decision was short sighted. It's not like grandfathering in all those channels would cost them anything. At least set a second, lower standard to stay in the program for existing channels.
    2
  3375. The bacteria in our bellies are symbiotes. We are stronger together. If an organism kills me, we both die.
    2
  3376. It isn't. It's masquerading as one.
    2
  3377. Bought my 2016 Nissan Quest in 2018 for $15k and got 60k miles out of it before trading it in for about $11k. I did have to do brakes, tires (of course,) and a whole lot of oil changes. Also had to replace the motor mounts at 50k. That was expensive, and apparently not covered by the warranty.
    2
  3378. You care, apparently. Why else would you be here?
    2
  3379. I'd have put some money in it, had I been allowed. Not to make a profit, but to be part of the movement. I was not allowed, and I left appropriate feedback on the Play Store, but it was deleted... I mean... what?!?
    2
  3380. I know they burn gas, and love to go up in flames 20x as often as EVs, and 10x as often as straight internal combustion. Feels like enough knowledge.
    2
  3381. There's a lot to consider, including the cost of parking. Most commuters don't pay for parking.
    2
  3382. Appreciate that, thanks!
    2
  3383. Thanks for the sub!
    2
  3384. Just wild inefficiency is my belief.
    2
  3385. Their plan didn't include a crystal ball.
    2
  3386. Ah dang it. I had some of the right letters in my head, and the correct number, but I missed by thaaaaat much. :(
    2
  3387. Hope so!
    2
  3388. Munro has worked with Aptera. I don't know the extent of the involvement, but they got him.
    2
  3389. Glad you like it! I study this stuff all day every day, but there aren't any good, quick Tesla news summaries. There's hour long ones, or ones that are 10-minutes every day, so I'm trying to fill in that gap. I appreciate the comment!
    2
  3390. I travel a lot, and the majority of it is by air. I would absolutely use it any time I travel.
    2
  3391. Depends on which ones you mean. There is a very vocal group who despise anyone who is rich. I don't share their views, but they definitely exist. Some criticize him for having a number of kids they disapprove of. I'd classify that as "none of their business". But really, take anything he stands for and you'll find someone who takes issue with it.
    2
  3392.  @Team_Trade_Down  What I see is "He always takes all the credit!" which is just absurd. Every earnings call, every product unveiling, every event, he always thanks the engineers and workers who make it all possible. They don't know this because they won't watch them.
    2
  3393. I don't take criticism from people I wouldn't take advice from.
    2
  3394.  @teslabot5650  Naw, I shot all 7 of them over an hour or so back in January so my son would have content to edit while I was on the road. He just got too busy with school work. I appreciate no one noticed my outfit didn't change. ;) Oh, it's you. I asked "your friend" to stop being abusive, and the response was to lay it on twice as thick. Ain't nobody got time for that. Bigger channels don't bother reading their comments to avoid trolls, but I'm here for the community.
    2
  3395. No, I just forgot to switch 'em on.
    2
  3396. A new RX7 would generate a ton of interest.
    2
  3397. The Model Y was 365 days from unveil to customer sales. Whatever happened to Model Y?
    2
  3398. Howdy!
    2
  3399. Yes.
    2
  3400. Much appreciate the added info!
    2
  3401. Thanks Adam! I struggled with the date issue because I know America uses an uncommon clusterjumble, like we do with a lot of things. Since the overwhelming majority of my viewers are in the US I decided to go with that system, but as a compromise, replaced numerical months with text versions to add an ounce of clarity, despite the 28 gram of frustration. ;)
    2
  3402. Just couldn't see it.
    2
  3403. REALLY? Wow, okay.
    2
  3404. What I'm seeing is that GM offers 8yr 100k miles, which is the legal minimum under federal law. Has this changed?
    2
  3405. Still PS4. Scott is looking at different tires for next year.
    2
  3406. The sun is tricky on account of the way it keeps moving. 30 minutes earlier during setup, there was no glare. It's challenging shooting live without a crew. Lot of "hope for the best" situations.
    2
  3407. I also said $72k - $7k.
    2
  3408. Fan-friggen-tastic!
    2
  3409. Now? No waitx a year ago?
    2
  3410. Zoox doesn't have side mirrors. Is that illegal too? They're already operating in a number of US cities.
    2
  3411. I was less wrong than Reuters, and less wrong than most of the other Tesla channels who uncritically repeated the various Reuters reports as fact. Isn't the goal to be less wrong?
    2
  3412. The whole market tanked. The fundamentals of Arcimoto haven't changed, and this product looks likely to be much easier to build, and with a vastly larger addressable market.
    2
  3413. Good call! They poured some mud under it, which is a type of concrete, but it's not quite what I was suggesting.
    2
  3414. There was a caller into Car Talk years ago who said exactly that. "Should I just buy an old car that I'm able to fix myself?" The answer was no because, even though you can fix it, the problem is that you'll constantly be doing just that. The days of cars a weekend mechanic can fix ended 30-40 years ago.
    2
  3415. They use to be rock solid. Now it's just an endless chase for the clicks.
    2
  3416. You'd hope for that, but if any of the big tech booms (wars, space race, etc,) has taught us anything, it's that everyone wants to go it alone.
    2
  3417. Who would you hire for a service center position if not people with a background in this sort of industry?
    2
  3418. Wow! My gearhead family members hadn't warmed up to it last we talked about it, but my brother will surely be seeing it on job sites soon enough.
    2
  3419. You should watch the video.
    2
  3420. FIXED here: https://www.youtube.com/watch?v=orV8hxELvIE
    2
  3421. They might be a bit late for that. There's a bridge out ahead, they just can't see it yet.
    2
  3422. Great info, thanks!
    2
  3423. Always!
    2
  3424. Youch! That's some mighty fine "staying inside" weather.
    2
  3425. Tesla hasn't said much, but what they have said is that they won't do it.
    2
  3426. Thanks 👍
    2
  3427. More or less.
    2
  3428. How do you mean?
    2
  3429. I mean the construction, not production. While production restarted weeks ago, construction is just getting back underway now.
    2
  3430. I've had exceptional luck with AP, but spotty and stressful luck with FSD. Fingers crossed it improves.
    2
  3431. Well, on the plus side, you left a comment, so that pushes the video up closer to the front page. So thank you for engaging!
    2
  3432. Exactly. I'd be more concerned if they didn't cancel pointless appointments. Imagine being happy about people clogging up the service centers over non-issues.
    2
  3433. I took an 87 mile Uber ride on Sunday. It cost $227. So that's $2.60 per mile before tip.
    2
  3434. Can't blame him. His channel is pretty big, but Car Wow is the biggest.
    2
  3435. Who said it will use the same steel as Starship? I don't know why it would. Metallurgic compounds ideal for cyro-stresses is unlikely to be the best pick for a truck. Having slots for fasteners doesn't preclude a sub-vault. Yes, it has been seen driving on highways. They should not have done that on those tires. They are NOT rated for high speeds. They are only prototype tires. They have not been safety rated.
    2
  3436. Tough to say, but you know if Elon called Jim and asked, not many reasons he'd so no apart from a scheduling conflict. Jim said on a TV interview this has been in the works for years, and there doesn't seem to be any particular event this would coincide with now or in coming weeks.
    2
  3437. That's about the nicest thing you could have said.
    2
  3438. Really unfortunate for them. Makes me a bit sad. I don't hate Ford. Owned a couple myself. They did fine by me, for their vintage. Jim Farley knows what they need to do and it appears he's pushing like hell to make it happen.
    2
  3439. I've run polls about it. People like it.
    2
  3440. Welcome aboard, I guess!
    2
  3441. It's designed for the very narrow use case of the definition. It doesn't look scalable to broader application.
    2
  3442. When I bought the Nissan, they offered me LESS than crushing weight for my running, driving, never-wrecked trade-in.
    2
  3443. Take yer pick.
    2
  3444. Well I mean, kinda sounds like you are. Not sure how else to describe this encounter.
    2
  3445. He did at one point, but he later said he wouldn't. Then again he said we'd see the final design in December, so who knows.
    2
  3446. I suspect that's the mountain tops.
    2
  3447. Not a bad idea for a future video. I'll throw it in my main document, but no guarantees. :)
    2
  3448. Yes! I can't say which version but you can rent a Tesla on Turo, confirming it has FSD, or call your local showroom and ask if they offer overnight test drives. All the demo cars have FSD.
    2
  3449. I had a podcast. Nobody tuned in. Seems this is what most people want.
    2
  3450. @davidbrayshaw3529 The claim that only 5% of NMC batteries are recycled is misleading. The overwhelming majority ever manufactured are still in use, living long past expectations. When a Nissan Leaf is wrecked, the battery is frequently bought by shops that retrofit antique cars into EVs. If they don't have enough capacity remaining for that, they are often used as stationary storage in off-grid applications like cabins. BMW takes back old batteries for stationary storage within the company. 95% of batteries are NOT going into landfills. That would be a monumental waste.
    2
  3451. He's guessing. He's been wrong before.
    2
  3452. Aptera was only included in the discussion because so many of my viewers want to know about it. I don't believe they were asked to bid on it, or offered to provide anything materially.
    2
  3453. Polestar is manufactured in China. I think Volvo EVs sold in the US are as well.
    2
  3454. Journalists I get. Many of them are paid very poorly, if at all. It's the analysts with equally wet takes that I can't understand. Those jackwagons are paid a New York mint to be wrong at every turn.
    2
  3455. That was mentioned in the video.
    2
  3456. What a great event that was!
    2
  3457. No, Farzad didn't do anything. He wasn't in charge of that event. Farzad is a good guy from everything I know about him.
    2
  3458. Appreciate the sentiment. Unfortunately, sanity is in short supply these days.
    2
  3459. I chose not to because it varies so widely between markets. In some cities you can get a decent wrap for as little as $3,000, while bigger markets it could be 2x that or more, and it also varies depending on which material is used. I've talked to people who have paid as little as $3k, and as much as $13k.
    2
  3460.  @robarjay  It would have been helpful to at least cover the range, you're right about that. Always working to improve, so thanks for the feedback!
    2
  3461. Wow, you were really on the ball on this one!
    2
  3462. He's a great guy, and it's a very fun channel.
    2
  3463. I respect your feedback too much to let you down. I'll be doing another round of the "Is BLANK doomed?" series in December or January, and I'll give it a deeper dive at your request.
    2
  3464. That's a tough one to ignore. Auto wipers are nowhere close to acceptable, and a somewhat easier challenge, I imagine.
    2
  3465. Wow, thanks!
    2
  3466. I asked dozens of people over the weekend which company they thought would be the first to fold, and Nissan kept coming up as the top answer. There sales are still down 50% from pre-pandemic levels and they just don't appear to be taking anything seriously.
    2
  3467. I'm so sorry to hear that.
    2
  3468. The AVERAGE car last year was $43k. Trucks go for more than that. EVs have lower lifetime cost of ownership (assuming you don't smoke the tires at every green light.) While you and I may agree that anything over $40k is out of reach (definitely is for me,) it's not uncommon for premium truck buyers, of whom there are hundreds of thousands in the US every year. If CyberTruck had come to market as the $40k single motor rig we expected, I could get one. Would be the right size for my family. The pandemic and inflation happened, and "Teslaflation" happened, as it always does, so it's out of reach for me. :(
    2
  3469. Which cars do the Big 3 make that run that high, outside of their "luxury" sub-brands? I know there are a number of pickup trucks in that range, but those are already on farms.
    2
  3470. I understand the reason. I just agree with you that it's an unfortunate situation.
    2
  3471. You don't need a factory in your country to know how Tesla builds cars. Very little of what makes the 3/Y special has been copied, most specifically the batteries, motors, and controllers. Chinese manufacturers rarely even use the same chemistry.
    2
  3472. Not sure if you've heard this or not, but I have it on good authority that one does not, as they say, mess with Texas. ;)
    2
  3473. Low barrier for entry.
    2
  3474. Even $40k would be a winner, or closer to $50k with an IRA credit. These prices are not competitive.
    2
  3475. They're just hoping one of these end of days predictions comes true.
    2
  3476. When I launched, I only made videos on the weekend. Back then there weren't very many channels that did anything on weekends, and the ones I made were so labor intensive I couldn't make more than 2-3 a week. YouTube doesn't reward high-effort videos like that, unfortunately, so it took a loooong time to grow.
    2
  3477. Oh man, that would have been the best joke to make. Sigh. I'm slipping in my old age. :/
    2
  3478. Forget popsicles, let's talk about chips. A bag of name brand chips could always be had in the $2 to $2.50 range, now it's always $4. What madness is this?!?
    2
  3479. Tough to say with the extreme swings in day/night temperature, but it's not impossible.
    2
  3480. I'm aware of the rule against non-citizens, but figured there must be locals who fly often enough to know how to navigate the hassle. It's far enough inside Mexico that I think you'd have to be crazy to want to make the drive on a regular basis.
    2
  3481. If unboxed delivers the cost reductions expected, I think it will finally make sense to put one in each of the developing markets. $25k is still a lot in Africa and India, but millions are already paying that for cars that aren't very good.
    2
  3482. That is a funny idea.
    2
  3483. @Tech 52 THAT'S A LOTTA TORQUE!
    2
  3484. Glad you enjoyed it!
    2
  3485. Makes sense.
    2
  3486. I mean, right?!? Maybe under the powerlines?
    2
  3487. I haven't priced Tesla Insurance yet. My buddy here in town has a Model Y and pays over $200 a month, but I don't know if he has any tickets or accidents. The rate doesn't seem unreasonable for insuring a high ticket item like that.
    2
  3488. Can't be thankless when you're literally thanking me!
    2
  3489. You see, this is AI Day all over again. You mathemagicians just go right over my head with the technical stuff! ;)
    2
  3490. They won't, and I'm addressing this for the last time in Part 4 coming out in a few hours. That's an absurdly silly notion and I've already brought the math, but this time I'll bring pictures, and I hope to never have to give such silliness another second of attention moving forward. We're past it. Move on.
    2
  3491. Tesla doesn't use Munro, so I'd guess the validation is being done in-house.
    2
  3492. I corrected myself on-screen. My attention was divided between shooting and not getting run over by cars. There were no sidewalks there. I talked about the chips issue repeatedly in the video as well. You watched it. What are we even doing here?
    2
  3493. Fair.
    2
  3494. That would be awesome, but I've heard no whispers.
    2
  3495. Right? I thought it would be MILLIONS of square feet, but it's actually looking fairly small, on the Tesla scale of things.
    2
  3496. Glad it was helpful!
    2
  3497. Looks like the bigger new stations will have it.
    2
  3498. It was huge.
    2
  3499. Awesome! Thank you!
    2
  3500. Not much evidence of it recently, but the executive bench is deep and effective.
    2
  3501. The $100 in sensors isn't likely to provide enough room to drop prices significantly, though at 2m units a year, that's already a billion over 5 years. I'm just surprised they made this move before TeslaVision is ready to handle it even better.
    2
  3502. Glad I could help.
    2
  3503. Look up price elasticity.
    2
  3504. You're welcome!
    2
  3505. Made a video last night of the car just parked at an intersection with a flashing red light. It just saw it as a red light. No cha-cha this time, but also no movement. If it was a cab, that's where it would live now.
    2
  3506. F350s and above are not classed as passenger vehicles, and not subject to crash standards. Crazy, I agree.
    2
  3507. My source got in touch with me and confirmed your understanding. He said about 1/day recently, so 0 is indeed too low.
    2
  3508. Their use case is ideal.
    2
  3509. The motivations are suspect, but the attributions make it clear.
    2
  3510. I've only met a few Germans who "don't" speak English. They do, they're just not super comfortable with it.
    2
  3511. Not as many Winnebago Man fans in here.
    2
  3512. If your business can only survive by causing harm to others, then you shouldn't be in business.
    2
  3513. It really isn't, but Eugene is a big college town, and nowhere near the frantic pace of Silicon Valley.
    2
  3514. Means a lot coming from you.
    2
  3515. Debunking misinformation, I hope.
    2
  3516. I can't find a silver lining.
    2
  3517. Indeed! That's another cost savings.
    2
  3518. They hinted that they believed the Model Y would be a big seller, but I think the demand has caught even them off guard. It's easy to replicate the Model Y line across four factories to meet the insatiable demand before pivoting to a new model. Though I can't pretend I'm not deeply disappointed by these delays.
    2
  3519. Absolutely!
    2
  3520. The first part was aired "yesterday" so it fits with the timeline as observed by the viewer. That's the magic of television, baby!
    2
  3521. 100% yes. There's nothing quite like getting butts in seats.
    2
  3522. Maybe so.
    2
  3523. Appreciate it!
    2
  3524. You're helping!
    2
  3525. It's exhausting.
    2
  3526. I think for most skeptics it's a matter of unfamiliarity.
    2
  3527. Thanks for joining, and for the fantastic information.
    2
  3528. I'm not. I feel the whole situation is unfortunate and could have been avoided if it wasn't for the ego of Shawn Fain.
    2
  3529. How accurate is he when talking about topics you don't know extremely well?
    2
  3530. Very fortunate.
    2
  3531. Death spiral incoming.
    2
  3532. Glad you enjoyed it! Andrew and Blake Fuller gave a presentation at Florida Teslacon that was really interesting and insightful, and I was glad to get both of them to provide some answers to questions I know I've had for a long time.
    2
  3533. That's exactly it. We just kept asking "who is this for?!?"
    2
  3534. @Aussie ideas man I feel like whatever points you're trying to make are lost when you resort to personal attacks. I understand your skepticism, and there are real concerns worthy of attention. Calling people names doesn't get that message across.
    2
  3535. This is a valid concern. Hotels need more destination chargers.
    2
  3536. It's funny that Loki lets James put his name first. Pretty obvious the negotiation involved Loki paying him with exposure instead of cash or kibble.
    2
  3537. I think your expectations are unfair, but if I bought one, I bet mine would be as well. My Nissan Quest has a hodge-podge of panel gaps and alignment issues, but I don't care because it's a minivan. Is that fair though? It was $37k in 2016, and the same model with the same fitment went up around $50k+ with options. But again, you're not wrong or out of place with your assessment. I hold Tesla to a higher standard, and I hope they'll continue improving. Sandy Munro from Munro Live has torn apart a bunch of these, and he sees a steady pace of improvement.
    2
  3538.  @whitlockbr  Fremont was a 1.0 factory. Shanghai was a 2.0 factory, and had far better QC and fitment. Texas and Berlin are 3.0 factories. I suspect the finished product will be better than from Fremont.
    2
  3539. Correct.
    2
  3540. No, it's the lamestream readers to blame. Media reports it, but it doesn't go viral because we're all just a bunch of bald apes at the end of the day, and we behave accordingly.
    2
  3541. It's been offered on other vehicles. At what price would having this functionality improve your life? If it's $10,000, that's an easy no I'm sure. If it's $10 that's an easy yes. The reality is somewhere in between. Would you pay $5,000 for it? Would you even pay $2,000 for it when a capable gas generator is only a few hundred bucks?
    2
  3542. My sincerest apologies. I've been doing some A/B testing on titles and thumbnails, and ya gotta with what works.
    2
  3543. It used to be, but the livestreams made people unsubscribe. The podcast is on the 2nd channel, and the uncut Friday show, which is generally twice as long. It's not for everyone.
    2
  3544. Alien? That's absurd, good sir! He's clearly a time traveler!
    2
  3545. It would be surprising if they weren't.
    2
  3546. Is there sufficient ducting to move heat this far south? And why the massively oversized foundations?
    2
  3547.  @howards9093  The massive foundation is something I've never seen either. Lots of questions about it while it was being constructed with no answers. :/
    2
  3548. You're coming to this once extremely late. It wasn't me comparing it to Tesla back then. It was the Miltonauts doing it. We can agree now how insane that was. I was bringing reality back into focus.
    2
  3549. How do you? FSD v13 already has the ability to not open the door when a car is passing.
    2
  3550. Scout is a wholly owned sub-brand like Saturn was to GM.
    2
  3551. I'd settle for even one. It's a good size theater in a not huge town.
    2
  3552. Nope. Doesn't matter if we have a single share or millions of dollars invested, you can't get past the gate without an invitation. Pretty frustrating when Giga Berlin has a lobby open to the public.
    2
  3553. Roadster isn't in the same category as the others. No one has forgotten it. Tesla sells more cars in 12 hours than they did the entire run of Roadster.
    2
  3554. The windshield is different and the wiper motor would need to be reversed. Easier than most vehicles, but still some steps
    2
  3555. Love to hear stories like that!
    2
  3556. A lot of states already have annual EV surcharges that we'll exceed what they'd have gotten in gas taxes.
    2
  3557. Everything is impossible until it isn't.
    2
  3558. Agree on all counts. The same was also true of China not that long ago, and most Chinese (and really, most Americans) can't afford one of the current model Teslas. China got serious about mass transit 25 years ago, and India could always do the same. The roadways there definitely look like madness to me.
    2
  3559. I feel like you might be missing a bunch of words there.
    2
  3560. This is going to be covered in this week's update. :)
    2
  3561. Happy to help
    2
  3562. So technically I'm sponsored by Toyota. Learn something new every day!
    2
  3563. Mad as in loco, but also loco as in motion.
    2
  3564. The odd billion needed to keep them going is barely pennies to them.
    2
  3565. I have replied to comments removed as well. It's very confusing.
    2
  3566. It's the inertia that gets you. No shape is pedestrian safe with that much kinetic energy.
    2
  3567. Not that I'm aware of, and the community is small enough I'm confident I'd have heard about it.
    2
  3568. That's not how it works.
    2
  3569. That's a solid approach. Really hit me where it matters. Well done!
    2
  3570. Booby traps are illegal, even if designed strictly to deter crime.
    2
  3571. 25% take rate is 500,000+. That's 2-3 years, and during that time, the price is likely to improve, which will increase sales.
    2
  3572. Your Magic 8-Ball is as accurate as Wall Street. :(
    2
  3573. I knew I hadn't just come up with it, I just didn't remember if I'd said it on camera before.
    2
  3574. They have! It's the Ford Maverick. It's gotten pretty solid reviews. The Jeep really caught be off guard in terms of capability. It shouldn't have, since I roughly knew the specs, but seeing it first hand was a big deal.
    2
  3575. Considering how many backorders they have, it does feel a bit odd to me.
    2
  3576. I've only seen a sketch, and I'm not convinced it's remotely accurate. Should be interesting. It feels like most carmakers make their entry level options as ugly as possible. Missed opportunity, I think.
    2
  3577. No problem! Thank you for your support.
    2
  3578. I have a spreadsheet for this. Off the top of my head it also included: Relevant local minerals, experienced work force, domestic auto sales, political stability, political will, corruption, projected GDP growth.
    2
  3579. There were no ideas presented. It was a lazy interview and a squandered opportunity. If you think that's political, that's entirely on you. When Bill O'Reilly and Jon Stewart held their debate, differing views were offered and discussed. Regardless of which one viewers supported, both came away feeling it was a good use of everyone's time. They were both prepared and it showed. This was just a bad interview, and if you perceive anyone recognizing that as a political or religious attack, you need to take a step back and use the brain God gave you to think more critically.
    2
  3580. Thanks, will do!
    2
  3581. On the plus side, no rework on this building (yet).
    2
  3582. It appears to be $55-58k for a Model Y competitor, but without the $7500 federal credit. That's going to be a tough sell.
    2
  3583. Yep. Built it from scratch a few weeks ago, updating it ever since. Glad you like it!
    2
  3584. Track time is very limited, so it never occurred to me to try it. With that said, I'm going to say no because the course isn't intuitive. If I put in the finished line as the destination, it might try to find the shortest path to it. Would look pretty hilarious, and it might be quicker than running the actual course, but I suspect the penalty for missing every single gate might outweigh the time savings.
    2
  3585. If they had stuck with the original plan, it would be 100% done, but after the pair of $5B capital raises last year, they decided to build out all three factory phases at once. On the old timeline, they'd only be at 40% done with all phases, so what we're seeing represents a significant increase in the overall speed. And considering trial production of the Model Y has already begun, we can safely say that the Phase 1 objective is over 90% done, so you're numbers are better than you may have realized. Thanks for being a fan, TOG!
    2
  3586. Free candy, you say? I'm in!
    2
  3587. We uploaded multiple thumbnails, some of which had Jordan. YouTube automatically tests them and the one without was apparently the winner.
    2
  3588. Which bells and whistles? Nobody seems able to agree on that part.
    2
  3589. Not likely, but the place is 3x the size of Shanghai's Phase 1, so it's hardly a shortcoming.
    2
  3590. It's right there indeed. It's just a bit energy intensive getting it separated.
    2
  3591. Lying implies intent. I can't prove intent. The simplest answer is that they didn't know this.
    2
  3592. You bet!
    2
  3593. Appreciate the clarification. Though I imagine they have standing orders they didn't back down from on account of the shut down either way.
    2
  3594. Wow man, half that stuff was crazy, but the other half was so crazy it almost makes sense. A fascinating read, thank you!
    2
  3595. Extremely remote deliveries make up a fraction of a percent of use cases. You know half of routes would be fine with 300 miles of range. Hardly matters in regards to Nikola. They're not making electric trucks anymore.
    2
  3596. You should watch the video. I listed more headwinds than tailwinds.
    2
  3597. Depends which car you buy. If it's a Leaf with a Chademo plug, you're not likely to have a great time on the open road. CCS is better, but it's still frustrating to a lot of drivers. It's improved a lot over the past year, and will continue to improve. Tesla Superchargers have proved extremely reliable, and well situated to make travel a breeze. Most people charge at home most of the time. Over the course of a year, you'd have to do quite a few road trips to equal the time lost on gassing up your car once a week.
    2
  3598. Fingers crossed!
    2
  3599. Absolutely. There may come a day when ICE no longer makes sense for every application, but in the mean time, we have a whole lot where EV already works, so let's tackle those first.
    2
  3600. You bet!
    2
  3601. Hard to scale while gross margin negative.
    2
  3602. Write. That is huge.
    2
  3603. Would love to hear your list when I see you next. Hey, you in town to join us Friday?
    2
  3604. Some buyers only compare fueling time to charging time without understanding that most drivers seldom use public chargers. It's nice to just plug it in and always have as much charge as you want... and then comes the savings on top of it.
    2
  3605. You bet!
    2
  3606. Glad it was helpful!
    2
  3607. Or the other way around. Both work.
    2
  3608. So you're saying it's weird. Well, I did my best. ;)
    2
  3609. Just found an article on Curbed that appears to confirm what you heard. Interesting. Wonder how long it will take to get the second tunnel open.
    2
  3610. You have to include the cost of the cargo.
    2
  3611. Why do you say that? They've got a solid labor base and ample natural reserves.
    2
  3612. Happy new year!
    2
  3613. No you didn't. With the pattern of comments you've been leaving for years? Come on, man.
    2
  3614. @dr-k1667 You'll be lucky to replace the engine in the cheapest economy car for $4,000. Premium cars typically go for $8-10k.
    2
  3615. Imagine typing that.
    2
  3616. So QUICK!
    2
  3617. Highland is still 12v.
    2
  3618. I love what I do. I just need to try to get my viewer base up to a sustainable level.
    2
  3619. That's not how any of this works.
    2
  3620. Appreciate that.
    2
  3621. Yes!
    2
  3622. Yeah, it's fantastic! Barely cheaper than buying a brand new one. Amazing!
    2
  3623. Wow! It's $47,990 in the US, but ours come from Fremont or Austin, rather than Shanghai.
    2
  3624. The tech is converging. Plenty of brilliant ideas had to wait for other tech improvements to become reality. Transistors over tubes is a fine example.
    2
  3625. That's a great deal!
    2
  3626. It isn't. Triangles require structure. Triangles are the whole point of the CyberTruck. It's already been removed from later versions.
    2
  3627. It's the only waypoint between here and Mars, so I guess I'll see you there.
    2
  3628. Yes. Platt Auto sometimes will get an odd hybrid on the lot, but it's almost exclusively EVs, and they do straight pricing. There's no haggling, the price is the price.
    2
  3629. Paints quite the picture.
    2
  3630. I think dunking a basketball is hard.
    2
  3631. Glad you enjoyed it!
    2
  3632. You got that right!
    2
  3633. It's definitely cheaper to buy something off the shelf if you only plan to make a few hundred or even a few thousand. It just isn't scalable in the same way. It's like with the batteries. They could have bought them from Panasonic, but chose instead to partner with them, share the R&D and factory costs, and get exactly what they want at a price that winds up being lower over the long term. There are growing pains to this approach, but building a strong foundation is an important step if you're planning for the long term.
    2
  3634. This would absolutely keep them on track for 50% YoY growth, while ramping from there to maintain the pace.
    2
  3635. Think of the savings!
    2
  3636. They haven't been very transparent with deferred revenue recognition. They've counted some portion of FSD purchases, but we don't know how much it is.
    2
  3637. Calls are going unanswered. If that's the case, they aren't on the job.
    2
  3638. And he's very generous with his knowledge.
    2
  3639. No problem 👍
    2
  3640. Similar boat here. I didn't realize there was so much about tires I didn't know that was so valuable to the underlying understanding.
    2
  3641. I know, right?
    2
  3642. But again, they've known all this for years.
    2
  3643. Wait, what?!? She stood there with her hand on the "hose" like she would have with a gas pump?
    2
  3644. It's only at 5k views.
    2
  3645. I literally just finished my final appointment. Pretty pleased with with it all, and myself for getting through it. Cheap6to spend 2 weeks out of the country than get it done stateside. Crazy.
    2
  3646. The secret is out!
    2
  3647. There you are! Yep, it's you. Congrats! The merch store should be open on or about Wednesday, so get back to me when it goes live and I'll get something sent out for you. Thanks for being part of the channel!
    2
  3648. Glad you liked it! I felt it was important enough that people would want to know, and yeah, you lose a ton of ad revenue on shorter stuff, but there's no way I was going to drag it out.
    2
  3649. We'll see if anyone gets there.
    2
  3650. Watch the video again, but with the sound on. 2021 pricing was NOT brand specific.
    2
  3651. You and me both!
    2
  3652. It seemed like the simplest explanation. Glad it came across as intended.
    2
  3653. Thanks!
    2
  3654. He's the CEO of an AI company. If you can't spot his expertise, that might be an understanding deficit on your part.
    2
  3655. I appreciate that!
    2
  3656. I don't think they've figured out the meaning of that word just yet.
    2
  3657. They are. The driver is who can't get a charge surely didn't enter the SC as a destination, so the battery didn't precondition.
    2
  3658. They are not eliminating any fossil fuel subsidies. They are making oil and gas exploration cheaper and easier than ever, while also spending a fortune to hamper EV adoption. There's no more charitable way to describe that than hostile to EVs.
    2
  3659. I'm saying 1+y=5 and asking you to solve for y. If your hypothesis is that y is equal to 1, you already know something is missing.
    2
  3660. They will not. I've made videos addressing that in the past. They are not well suited to this application.
    2
  3661. The "green" aspect is still there, it's just overshadowed by the lower lifetime cost and vastly better driving experience.
    2
  3662. I shared pictures on my family chat group, and NOBODY knew what Starbase is, or what they're even working on. I can't imagine just not caring about something as revolutionary and exciting as this.
    2
  3663. She'd just have to be photographed with it to do the trick, I bet.
    2
  3664. Yeah, how DARE you have previous engagements when I hold a last minute event. The NERVE good sir!
    2
  3665. It really is the case. James is amazing, by the way. Huge fan over here.
    2
  3666. Not sure my wife would be super thrilled about that.
    2
  3667. Polestar is made in China, and it's pretty well received here. More are already coming.
    2
  3668. The same reason Apple sold tablets knowing they would cut into desktop sales, and sold iPhones knowing they would cut into iPod sales. If they don't do it, someone else will, and they really don't sell that many Powerwalls to begin with.
    2
  3669. If you are correct I'll be very happy. Your numbers are very specific. How did you arrive at them, specifically the 2030 figure?
    2
  3670. Glad you enjoyed it!
    2
  3671. I appreciate that! It's tough doing it this long with such slow channel growth, but I do what I can.
    2
  3672. Ah, dang. It was Michael Burry who got a visit from the SEC.
    2
  3673. Not impossible. Turo can have some real bargains.
    2
  3674. There will be one more update, hopefully in the next week. :)
    2
  3675. Thanks Will. Just finished my shooting for the day, so I think I'm going to take a quick nap... not in the car though.
    2
  3676. Wonder how well that would work.
    2
  3677. I'd be extremely cautious with a bet like that.
    2
  3678. Wow, thank you! This week's clip on Lars' show will be a month-in-review of the factories, so that's pretty exciting.
    2
  3679. Hilarious!
    2
  3680. It does, but I hadn't properly enabled it. Didn't realize that was something I needed to do.
    2
  3681. To my knowledge, this is the first cathode factory for Tesla. They may have a small pilot line of it at the Kato Road facility, but nothing at scale. It is possible that Panasonic makes cathodes at Giga Nevada in their portion of the factory for 2170s, but we don't know how much they "make" as opposed to simply "assemble".
    2
  3682. SpaceX launches typically cost 30-70% less than other providers.
    2
  3683. Fair. Fair.
    2
  3684. I appreciate this and wasn't sure how to address it. Max capacity is well understood at a traditional auto plant, but EVs are different, and Teslas are more different still. The amount of floor space eliminated by the megacastings alone can increase throughput. Eliminating the paint shop has a similar impact. The structural battery pack likely diminishes it further. We have yet to see very many of these efficiency gains in practice, but we know they're coming, and each one is likely to incrementally increase the max output at least through the late 2020s.
    2
  3685. Very clever satire.
    2
  3686.  @frunkytowntesla  No, I can agree. I often listen to videos like this myself. Adding this little bit of clarity doesn't take much work, and if it helps, it's a good suggestion.
    2
  3687. It really has. It's the easiest car to drive by a mile, and the most fun too... well, I guess convertibles have a different sort of fun, but the tech package in a Tesla is like nothing I ever thought possible.
    2
  3688. You bet! Thanks for your support!
    2
  3689. And the structural wall?
    2
  3690. I'll consider it, sure. Thing is I own that music from an old project, but I can consider looking for something new. Each playlist has had its own music so far, so if you look at the construction ones, or the news ones, you'll find different tracks.
    2
  3691. Post them to your channel. I'm very curious to see them, specifically how they would work in terms of replacement over existing structures and designs.
    2
  3692. Appears so from the release notes.
    2
  3693. Appears so. Looked like nail polish applied by a shivering child.
    2
  3694. I haven't seen anything credible that supports this theory.
    2
  3695. Fair enough.
    2
  3696. You can go back through my channel and see for yourself, but all my leaks are vetted and verified. I get a lot of tips I can't share because I can't confirm them, and I'm the first to stand up to speculation. I don't publish something unless and until I know it's real.
    2
  3697. I don't think that's an unreasonable requirement.
    2
  3698. I forgot about that. Thanks!
    2
  3699. Did I?
    2
  3700. Appreciate the feedback. I do try to make my content accessible to the widest audience. People ask if Herbert or Randy (or anyone whose channel I appear on) pays me to be a guest, and the answer is no. We're a community. I help them, they help me, everybody wins.
    2
  3701. They're in a low enough orbit that Kessler syndrome wouldn't be a serious issue, but like you said, the sheer quantity of them would be effectively impossible to counteract. A hostile nation would be more likely to try to disable them from the ground with high-impulse lasers, but it would be a monumental challenge, and would still result in international backlash. The easiest way to prevent Starlink from operating in your country would be to just use cheap drones to fly over areas looking for transmissions in that bandwidth and arrest whoever owns the terminals. Wouldn't take many of those to scare people into giving them up for good.
    2
  3702. Nio no longer owns their battery swap IP. The idea that they'll be able to continue to operate it at a loss has evaporated.
    2
  3703. I had to deal with hundreds of comments about that Dots video. He got a lot of fundamental basics wrong, which led to a deeply flawed conclusion. https://www.youtube.com/watch?v=FO6Jmoo5ENs
    2
  3704. No, not Farzad. He's a good guy. It was the Austin Tesla Owners Club.
    2
  3705. Not a bad idea.
    2
  3706. I care that it's blown out of proportion.
    2
  3707. Lucid appears to be in a death spiral, and they're doing nothing to address the cash burn.
    2
  3708. Too many parties involved to fake it, I suspect.
    2
  3709. Model 3 charged slowly at launch, but it was unbridled later OTA. I'm confident it will similarly improve.
    2
  3710. It's not their products we're discussing, but their very different (and in many ways absent) stock market safeguards, especially for non-Chinese investors. Like you, I don't care where a car is made. I hold my stock investments to a higher standard.
    2
  3711. Much appreciated! I try to make the videos I want to see, and these are my jam. Tight, focused, and fun.
    2
  3712. I have my filters set a bit more aggressively than others. They still get through, but nothing like you see on bigger channels.
    2
  3713. Now that's just amazing.
    2
  3714. Great idea!
    2
  3715. Their success is not dependent on getting the story right. It just has to be sensational to sell.
    2
  3716. Why lie? It's a poor reflection on your character. Pepsi hasn't returned their trucks, and MegaPacks have been shipping for years already, with hundreds already out of the new factory. I would say to keep your lies believable, but you're so bad at it, better to just swear them off entirely my friend.
    2
  3717. I don't agree that China has a lock on lithium. It's too abundant in too many countries. They have a reasonable corner on Cobalt supplies, but LFP doesn't use any. If China tries to increase lithium costs, more mining and refining can profitably come online in more countries.
    2
  3718. I credit the recent growth to branching out to cover more topics just around the edges of what you normally see. Every time there's a video on a new topic it reaches a slightly new crowd, which fortunately appears to result in a handful of new subscribers.
    2
  3719. I think Doug will come around once he gets to drive it. He was not really a Tesla fan before he got behind the wheel of the Model 3.
    2
  3720. Doubtful.
    2
  3721. Doesn't have a name. It's one of a bunch of original pieces I hired a guy to make 5ish years ago and I just keep using them in my projects since they're unique and immune to copyright strikes.
    2
  3722. I have no influence. I'm an analyst. ;)
    2
  3723. That's a very idealistic notion, but companies are already using them.
    2
  3724. Quick reminder about etiquette. Removed a couple of your comments today because they were WILDLY off topic, and about political issues that have no place on this channel. Please don't do that.
    2
  3725. None of the startups are capable of that sort of financial reserve. They plan far enough to get them the next round of funding. This isn't unique to Vinfast. They'll need a lot more funding to get to serious production numbers.
    2
  3726. Battery news is on a much less frequent cycle than automotive news, so a lack of updates isn't automatically a bad thing.
    2
  3727. You have to do better if you want anyone to believe you here. The audience is not only technically savvy, but the overwhelming majority have personal experience with the cars. Your nonsense may be better pitched to a channel with low information viewers.
    2
  3728. As far as I can tell, you're exactly right. The information necessary exists, but it's not readily available, and the search results heavily favor companies looking for customers while burying the data people like us are trying to find.
    2
  3729. Conge out to some events and you'll meet a whoooooole lot of people who Elon made millionaires out of.
    2
  3730. The stainless steel is not going to be an issue, but everything you mentioned in terms of the batteries definitely will. And it's not just that they need batteries, it's that EVERYONE needs them now, as the Europeans have gotten very serious about EVs in a very short amount of time.
    2
  3731. They could have forked FSD earlier, but then they'd have a separate version to support. They want to keep it on one stack as long as possible.
    2
  3732. Tried that. My mini-me's don't share my passion.
    2
  3733. The answer is always yes, but the question is how much testing. The fewer changes, the more likely they can do it with fewer testing miles.
    2
  3734. I wouldn't want to do a roadtrip in any EV but a Tesla.
    2
  3735. No. Too silly. If you're going to joke around at least be funny.
    2
  3736. Yes, but you didn't see them selling it.
    2
  3737. I was expecting to see the final design in December, but no luck.
    2
  3738. I can see it both ways.
    2
  3739. A big downside I've seen is that people who wanted Cybertruck for business are now faced with customer backlash. That's going to reduce commercial sales.
    2
  3740. Boom!
    2
  3741. Oh yeah? Then what's a toad?
    2
  3742. I've never seen one, and I've looked. Where did you see this?
    2
  3743. To be honest, I considered it. I'll think about doing one of those in the future, with the fist minute explaining that it was just clickbait as an experiment.
    2
  3744. I explained at the end of the full version that a big reason I still do the 2nd channel is because it allows me to get these deeper ones shot in a reasonable timeframe. Even without success over there (still a long way from even being able to monetize that channel,) it's still a valuable space for the production of videos that feed back into this one.
    2
  3745. I don't know where you shop.
    2
  3746. I don't know anyone who considers it a third world country.
    2
  3747. Okay. See you there.
    2
  3748. I got by for six months with no issue.
    2
  3749. That's hype stocks for you.
    2
  3750. I totally understand. Wish you the best.
    2
  3751. Bit sticky.
    2
  3752. We're not mad, sweety. We're disappointed.
    2
  3753. The US is big enough that flights are often the only way to connect some places, but Europe isn't much smaller than the US, and I've never needed a car to get into cities, around cities, between cities, or even between countries. It can be done, it's just very expensive to make it work in ways that people like us would consider meaningful. Where I live, there's a pretty effective bus line through town, but it stops running before 7pm. If I want to take transit to the airport (a one hour drive) it would involve two buses, a train, and then another bus. It would also take about 3-hours, assuming everything goes to plan, which is a very big assumption.
    2
  3754. Never met one. Dozens, sure, but not one.
    2
  3755. Glad it was helpful!
    2
  3756. Their walls went up before their robots were installed. They have just as many, we just can't see them. :)
    2
  3757. Yet they make more money.
    2
  3758. That's my take as well.
    2
  3759. Yeah, but then you look like Superman.
    2
  3760. Wow, thank you! Dillon has always been kind to me. He's a generally awesome person, but a really great Tesla resource. You know all this. Just telling you I agree. :)
    2
  3761. I think I'll not do that.
    2
  3762. They do a LOT of driving.
    2
  3763. Glad you enjoyed it! So great meeting you and your son last week. What a wild day. :)
    2
  3764. I would agree with you on that timeframe, at least from my experience. And if you come in with more than 20%, you don't get the hot juice at the beginning nearly as much.
    2
  3765. That would be even quicker!
    2
  3766. It's a very weird one.
    2
  3767. Agree completely. They were a fantastic idea 15 years ago when charging infrastructure didn't exist, but times have changed.
    2
  3768. I'm learning so many new things from you!
    2
  3769. I'm having trouble finding good information about price. The search results are flooded with companies trying to sell you a system, rather than any kind of actual data that would help me get there. Do you have any pointers that could help me get reasonable estimates?
    2
  3770. Was hoping that would resonate with somebody. Thanks!
    2
  3771. You're on the wrong channel.
    2
  3772. There are types of castings that allow for complicated 3D shapes, but a press unfortunately isn't one of them. Think of an ornate gold ring with all kinds of complicated curves and loops and intricacies - that's done with "lost wax". Make wax into any shape you can imagine, it will fill the space. The problem is that you lose the wax. With a 2-piece press, it still has to be able to open back up. You could do the whole bottom of the car, or the left and right sides, but not a space with any enclosures. I suspect they'll expand how much of the cars are cast, but it won't get down to a single piece, and it doesn't need to since the battery already needs to be structural on its own.
    2
  3773. Sandy Munro made clear that Ford is trying to copy as much of what Tesla innovates as they possibly can, but there are some missing pieces, and it could take them years to get the design ready to go, and another few to get it into production. Better late than never, if they can survive that long.
    2
  3774. Why though, bot? Why?
    2
  3775. When I think BMW, I think sedan or smaller. Give us a convertible electric car. People will buy that.
    2
  3776. I boil down a good hour of footage to 7-8 minutes.
    2
  3777. Gotta keep it fun around here. ;)
    2
  3778. You know who else likes this? MY WIFE!
    2
  3779. I also think the camo makes it look better.
    2
  3780. The batteries are currently the bottleneck. For every battery pack sitting at a charging station, that's a car you could have sold.
    2
  3781. "Land of the free" is just what it says on the brochure. We have a few flashy freedoms like speech and pew-pew sticks (both of which I exercise,) but we're a remarkably regressive country in a number of ways.
    2
  3782. I imagine the ones that are already in very high demand areas are the ones that haven't been opened.
    2
  3783. @kng128 Apologies are free, if you're actually sorry.
    2
  3784. v3 chargers have liquid cooled (or warmed) handles. I understand Chicago did not have the correct formula for extreme cold, which made some of them inoperable. They still showed on the network as available, so cars kept showing up at that (those?) location(s).
    2
  3785. They are!
    2
  3786. I hear you.
    2
  3787. This was the argument the union used in negotiation. It was wrong then and it's still wrong. If they can shave a single dime, they will. If labor costs an extra $40 a car and they're making 2m cars a year, that's a billion over twelve years.
    2
  3788. Had a comment a while back "How come there's no MyFordWeekend channel?" Yeah, that's a great question. 100 years in the business, hundreds of millions of vehicles sold, but nowhere near the fandom.
    2
  3789. Ouch!
    2
  3790. It's a Lanark DS owned by one of the guys from "Property Brothers". It's beautiful!
    2
  3791. That's gotta be a weird experience.
    2
  3792. You know it!
    2
  3793. Should be fixed HERE: https://www.youtube.com/watch?v=orV8hxELvIE
    2
  3794. I don't believe the LR does.
    2
  3795. The absolute dodge on the 25% ownership issue. He knows Class B shares are impossible after IPO. If he REALLY wants 25% of Tesla, he can just sell some SpaceX and buy it. He's within his rights to request another comp package, and his motivations are irrelevant. Whatever motivates him, great. But you're either here to work or you aren't. If you're done, no amount of money will keep you, and if you're just about the mission, you're golden. Just shoot straight, my friend!
    2
  3796. Would be wild.
    2
  3797. The state courts don't receive federal funding. Also, no, I think an abuse of power like that would be a ghoulish and inappropriate act
    2
  3798. There are thousands of gas station fires in the US every year. Oil spills, refinery fires, tanker derailings, you name it. Those are much more common and serious concerns.
    2
  3799. I've owned an F150. It was perfectly capable. Only problem I ever had was a fuel pump and my guy changed it out for me before I even knew it was broken. Now tell me you're a smarmy smartass without telling me, well, you get the idea. ;)
    2
  3800. Sorry but no. I've reviewed the entire solar system. One star. ;)
    2
  3801. That's a good addition, thank you!
    2
  3802. What would have been better?
    2
  3803. There's no such thing as unlimited.
    2
  3804. It's been record year after record year. It's inevitable. Now we wait to see the winners and losers.
    2
  3805. Thank you kindly!
    2
  3806. This appears to be the case. I'm looking forward to the hypermile challenge on this model.
    2
  3807. Good to hear you enjoyed it! I always do my research, and I'm glad it shows. I've had a lot of questions about Aptera lately, so the timing worked out well to get back in front of Chris.
    2
  3808. That would be cool!
    2
  3809. Wow, really? Well you may be neck deep, but I'm in up to my ankles, and unfortunately I'm not pointing in the ideal direction. What did you learn from this video you didn't know before, if I may ask?
    2
  3810. This is only a way to remember how valuable these divisions are.
    2
  3811. @MegaWilderness What do you mean by this?
    2
  3812. Google suggests that in normal times a dealership only makes about $2k per car, so in those times, Tesla would have lost $618M. Still profitable. The trickier part is that I suspect it's easier for Tesla to raise prices than it is for a traditional OEM to raise wholesale costs to dealers. That means right now, dealerships are making money hand over fist despite the lowest sales in years, while GM, Ford, and the gang, are likely losing money.
    2
  3813. Even once they can, I imagine it would wear out the hands prematurely. It's a task that induces stresses. Seems easier to just ship it separately and let the end user do it
    2
  3814. It's because they're a gateway drug. I've met tons of EV owners who started with a hybrid.
    2
  3815. Thank you! In my head I was sure I knew the terms, but this confirms I did not.
    2
  3816. Thank you! Cheers!
    2
  3817. I don't think it's a question of if they CAN come to the US (usually safety or other regulatory hurdles) but if they WILL come to the US. Regardless of the actual plan today, it could change tomorrow. I don't have an opinion on it yet, but I'll keep thinking about it.
    2
  3818. @David Clark Got to it as quick as I could. :|
    2
  3819. Easiest cars I've ever driven.
    2
  3820. This year will be... different.
    2
  3821. ONE car is not a reliable source of power for the grid, but a million cars is. It all comes down to averages. Anyone who works from home already has their car plugged in, so it can draw power at night, and feed it back in during the day when it's needed. And we're not talking about the whole battery, but whatever portion of it you set aside. With an LFP pack, you charge it to 100% and tell the app you're willing to sell maybe 10% of it, that's no skin off your back. You still have a 90% charge if you need to (or want to) go somewhere. 10% of your charge likely wouldn't even register, but even at a markup of 50-cents/kWh (still cheaper than a peaker plant,) that's $2.50/day, or $912/year, or $7,300 over the course of the 8 year warranty. Bump it up to 30% of your battery and you're getting closer to "free car" territory, especially since you can still sell it at the end. If only 20% of a million cars offers just 20% of their packs, that's a million kilowatts available. That's a whoooooole lotta juice, my friend.
    2
  3822. U have smol pp. That's you. That's what you sound like.
    2
  3823. Just looked it up. Hilarious misinformation. The author knows better.
    2
  3824. Crazy, right? It's like nobody bothered to read past the headlines or exhibit the first ounce of critical thinking.
    2
  3825. Frustrating. Sorry to hear that.
    2
  3826. It's good to have people with that kind of experience following along.
    2
  3827. Glad you enjoyed it!
    2
  3828. Never seen a plaid horse before, but I'll take your word for it.
    2
  3829. I'm pretty sure I'm the one who started that speculation based first on equipment being moved into Giga Texas, and then job postings in Berlin.
    2
  3830. That 82k includes the semi and trailer weight. These are moved using those trailers with additional wheels to distribute the load. For rail transport, it's no issue, but they do require less common trailers for over the road transport.
    2
  3831. Cockroaches, glass, twinkies, and spam.
    2
  3832. @Bear's Workshop I took the extra time to blur his face, and as always, grossly underestimated how much time it would take... about three hours. :( Hopefully only another 2-3 hours to go on the edit, and I'm putting up the uncut footage for my Patrons.
    2
  3833. Glad you enjoyed it! Herbert is a damn sharp cookie.
    2
  3834. The low miles look great until you see the battery is exhausted.
    2
  3835. They've been promising solid state batteries "in a few years" since 2012. That doesn't strike me as particularly serious.
    2
  3836. I'm unflappable!
    2
  3837. Universally so.
    2
  3838. The Nvidia restriction is only on the highest performing AI chips. It's a subset of a subset. The stock market didn't like it, but Nvidia just pivoted to selling slightly different chips. The whole thing is a bit of a head scratcher. They likely couldn't sell Dojo chips into China, but there's no plan on the horizon to sell those chips to anyone.
    2
  3839. Maybe structural front casting for Model 3. The Model Y line though, I just don't know.
    2
  3840. Oh no!
    2
  3841. I know. It's a real grind. Appreciate you being here.
    2
  3842. Exactly! Thank you so much!
    2
  3843. THEY'RE GIVING MONEY AWAY!!!
    2
  3844.  @ArturoGarzaID  I hope you're not invested accordingly. The path is dim for hydrogen.
    2
  3845. Wow, thanks! I hope you know you have a special place on this channel as the FIRST EVER Patreon supporter. Did you know that at the time? The music I use is all by the same artist. A guy named Graham who goes by "Greg The Hero" (the solo act, not the band of the same name, apparently,) and it's from a collection of 14 custom tracks I hired him to compose for me about 5-6 years ago for an earlier project. They're each about a minute long and designed for (fairly) easy looping. To me they exist as unique and timeless pieces, since they don't draw on any particular genre.
    2
  3846.  @rathje04  YES! The heat exchangers are BEYOND massive. You could cool a half-dozen skyscrapers with those. WHY do you need them for a simple factory... hang on a tick, are you guys working a foundry on a hitherto unseen scale inside that place? I'd been watching that corner since they first dug unusually deep and built up absurdly robust rebar for a pour we only barely got to see. What on Yahway's flat purple earth are you guys doing in there?!? Then the heat exchangers, then the condensation clouds... oh my, they're GigaCasting. And for future reference, if you want to know how busy they are with Model Y production, that clue is more revealing than the Loading Area.
    2
  3847. I see how it was worded now. Not super clear, since we (and others) missed it. Thank you for the correction.
    2
  3848. Neat! I know a fair bit of the imported power is PNW hydro.
    2
  3849. A transfer within the company doesn't count as a sale. There's no accounting in that regard. Only the revenue it generates once operational (like the "Gambit Energy" grid scale installation) will show up. The packs used at Supercharger locations will only show up as an expense, not as a sale or revenue center.
    2
  3850. The problem I see is that their patents, while impressive and valuable, are only worth a fraction of the market cap. At their current price, they aren't even ripe for a takeover/buyout.
    2
  3851. How would it change? I'd also like to see it compared to other tech companies, and other mega-caps.
    2
  3852. We're not yet sure what the formulation of the stainless steel will be. Many allows use little or none of it, but it's unlikely to make up a portion so significant that supplies run short.
    2
  3853. This is an old video. Account was hacked today. YouTube restored it by publishing everything as if it was brand new.
    2
  3854. The only report I read was in regard to temporary workers, rather than permanent or total workers. I haven't seen anything that would indicate a slowdown of production. 3 & Y inventory levels in Europe are at very low levels, which is encouraging for both production and delivery estimates.
    2
  3855. That's what I told him going into it. Plenty of feature film length breakdowns, but a lot of folks just don't have that kind of time.
    2
  3856. For sure!
    2
  3857. It appears too wide for the Boring Tunnel. While it might fit, it wouldn't likely allow sufficient room for evacuation in the event of failure, though they could move the doors to the front/back.
    2
  3858. You bet!
    2
  3859. Thanks 🔥
    2
  3860. The livestream was his one call. I think he mentioned that I should call his attorney for him, but I wasn't paying attention. Oh well, I'm sure he'll be fine. He's making a lot of new friends in there!
    2
  3861. Legend! Your personal thanks is on the next of these, which is rendering now. You'll likely see it on Patreon in a few hours. Thanks!
    2
  3862. Darn, I should have included that on-screen.
    2
  3863. To shreds, you say?
    2
  3864. Edison is in a class by itself. It's purpose built for a very specific use case where no EV and no diesel can compete.
    2
  3865. Doesn't do anything for me either.
    2
  3866. Having since seen the August production out of Shanghai, I think we both need to go back to the drawing board. Hey man, if I have to be wrong, this is the direction I'd rather miss in. :)
    2
  3867. Yep! This was covered in the Part 1 video here: https://www.youtube.com/watch?v=VaVYyPtN7Q8
    2
  3868.  @heymike7037  YouTube is vast. It's very easy to miss stuff. Don't sweat it. ;)
    2
  3869. More to come!
    2
  3870. You probably don't have steel dust from other people's brakes in you kitchen. That appears to be the culprit. It's not the truck, but particulates resting on it. You'll see it over a wrap or on a painted car as well.
    2
  3871. Much appreciated!
    2
  3872. You set limits in the app.
    2
  3873. Back windows seem to roll down farther, trunk opening is wider, hand hold spot on steering wheel is improved, and the cup holder is hidden (which was a recent upgrade to existing vehicles, apparently, but I never saw it covered.) I mention a lot of this in the very opening of the video.
    2
  3874. It's through BCIT (the college) and it's called EVolution '22. It's a free event, and I would love to see you there!
    2
  3875. The S was originally supposed to be in the $55-60k range, and it never quite got there. The 3 was supposed to be $35k, and it's close to that now, if you include the $7,500 incentive (not everyone qualifies,) but for a nicer car than imagined. Once Tesla has a product that can compete on price with modern budget cars, deliveries will be massive. But I also had hoped it would have happened by now.
    2
  3876. Differing political beliefs didn't use to mean they wanted to see the other side dead.
    2
  3877. And tomorrow I head to Reno for the semi delivery event! I don't have a ticket, but if I'll take the slim odds over the zero odds I'll have if I don't try. Is it safe to say I'm the hardest working Tesla analyst?
    2
  3878. People don't get you, man.
    2
  3879. Glad it was helpful!
    2
  3880. Glad you enjoyed it! You guys gave me a lot of helpful feedback on the Matt Smith interviews, so this one could be the best yet.
    2
  3881. Some truly goofy folks out there.
    2
  3882. The Blue Cruise one? That's the problem, there is no fixing it fast. It's a very complicated challenge.
    2
  3883. I had the idea for the tracker watching Shanghai and I started trying to count and predict in Berlin, but by the time I decided to launch my channel it was so far along there wasn't much left to see. Sorry about that. But I'll definitely track any future phases there, and with lessons learned from the current project, should have an even better understanding of the timeline.
    2
  3884. There are compilation videos on YouTube you can watch where AP/EAP spots an accident just before it happens, and way before the driver could have reacted. It's already preventing accidents and likely saving lives.
    2
  3885. @andrasbiro3007 Even Grok considers Elon one of the greatest sources of misinformation, and Elon definitely does not let everyone speak freely on X.
    2
  3886. I live in a small town an hour from Portland. I've never lived in Portland. Plenty of comments saying I'm way too far to the left and way too far to the right. Both can't be true. Facts don't care about feelings. That's why I always show my work. If you see data driven conclusions you disagree with, it's time to consider the gut feeling might be mistaken.
    2
  3887. Too many strings attached as I understand. They'll still make batteries in Berlin, though it may kick off a few months later than it would have otherwise.
    2
  3888. It's a bit much, yeah.
    2
  3889. A bit tighter in there than I expected, but I love the lateral sliding on the 2nd row.
    2
  3890. He's not ideal.
    2
  3891. You bet!
    2
  3892. That's a good point.
    2
  3893. Totally agree.
    2
  3894. Probably.
    2
  3895. Appreciate the perspective, thanks!
    2
  3896. You and me both!
    2
  3897. You're right I think.
    2
  3898. This whet you do for fun? Rethink your life.
    2
  3899. There are misconceptions in both directions that need to be challenged, and calling out preconceived notions makes some uncomfortable. Videos like this won't make me popular or famous, but that's not my job. I'm an analyst, not an influencer. Facts are immutable.
    2
  3900. His production values are insane. Really impressed by that.
    2
  3901. The screen is for information and entertainment. If you have a Tesla, or you're ride hailing one, you'd already have the app. When I'm in a rented Tesla, I link my phone and it has my Spotify, Netflix, everything.
    2
  3902. It wasn't. It was repaired twice.
    2
  3903. Video coming on that tomorrow morning at 5am Pacific.
    2
  3904. Smart.
    2
  3905. Wind resistance is the biggest range killer. They were in there about 30 seconds.
    2
  3906. Clearly you do. Grow up. No one should be forced to breathe your exhaust, ya ghoul.
    2
  3907. 2020 was an expensive year across all brands.
    2
  3908. Descriptions like yours are the only ones I've ever heard. If it worked, I'm sure there would be rampant stories of them doing great things, but there just aren't. :(
    2
  3909. That's what I'm showing in Berlin & Texas is a smidge over 65k.
    2
  3910. You're apparently new here. Watch a few more videos and you'll realize how laughably inaccurate that is. Maybe start with my FSD videos. I have limited patience for people who believe their lack of knowledge is more valuable than actual information.
    2
  3911. The unions never accept stock packages. Have to wonder why that is.
    2
  3912. He's not a full-time YouTuber, so if we set that kind of requirement, we don't get to hear from him until his trip to Zurich is complete.
    2
  3913. That's hilarious.
    2
  3914. Thank you so much!
    2
  3915. There is in 7 states, which makes up a substantial portion of the total sales. Whatever California does, it generally becomes the industry standard. While dino burner sales are likely to continue, they'll start falling behind since they're the dying thing with less R&D and less benefit from economies of scale.
    2
  3916. The ultrasonic sensors was a head-scratcher for me. I agree it's bizarre to remove a feature before the replacement is ready. I'm sure they're working on it, and I'm sure it's coming, but you and I both know how wiggle a word like "soon" means. The rest of your comment is all fair. 70% of Americans live in single family homes, but 30% do not. That could be overcome by offering a year of free supercharging to new buyers. That saves you a good $500 while costing Tesla somewhat less than that. The high Supercharging costs have been a bit overstated. In the most expensive markets on the most expensive days at the most expensive hours, it's still cheaper than gas, even if only a little. The average supercharger during off-peak hours is still going to be 3x cheaper than gas. It doesn't take many $100 fill ups to see the benefit.
    2
  3917. Glad you enjoyed it!
    2
  3918. I watched that last night. He's great.
    2
  3919. He's big mad. Not as mad as you, but still a sea of salt when opinions were not required, requested, or even helpful.
    2
  3920. Looks like only standard range 3 and Y will face a reduction in 2024. The others use Nevada built batteries. Oh, maybe the X as well, since those cells are from Japan.
    2
  3921. While this may have been a cheap fix, it's often short-lived. Rich Rebuilds replaced one failed module in an EV and bragged how he saved the customer $15,000, but the imbalance between cells caused it to fail within 6-months. That was a very expensive six months.
    2
  3922. Right, because if there's one thing Americans HATE eating, it's chemical slop.
    2
  3923. I hadn't seen that, I'll take a look. Thanks!
    2
  3924. BYD is definitely playing it safe on the exterior styling. It's a conscious decision, but I'd love to know the thinking behind it.
    2
  3925. It's very odd to me. Dare I say sus.
    2
  3926. It ain't easy.
    2
  3927. Driving generally becomes a bit difficult no matter who (or what) is in control.
    2
  3928. Find me the number for a cubic foot and I'll do the rest. ;)
    2
  3929. That's a great idea.
    2
  3930. That Starship test was straight fire right up until the end when I guess it was also straight fire. :/ I've probably watched it 6-8 times already.
    2
  3931. I've only heard that from non-technical sources. Sandy did the teardown and said it operates in the visible spectrum.
    2
  3932. I'm only aware of this, which makes it way more suspicious.
    2
  3933. What's that in metric?
    2
  3934. You're sufficiently regular that I recognize your name in a second, and I appreciate the help!
    2
  3935. Fair enough! Though next week's update, well, let's just say there is going to be a pretty significant jump based on revised math and the runaway pace of progress we've seen so far this month.
    2
  3936. Don a cap of cat crap with that one. Cut the trillion in oil subsidies and we can have this conversation. Until then the cheaper, better option deserves an ounce of support.
    2
  3937. You are welcome!
    2
  3938. I think you're absolutely right, but a lot of things popular in other markets have taken ages to reach the states. Sprinter type vans took off in the 90s, but took 15ish years to get here. We're a stubborn folk.
    2
  3939. They want one size fits all. Tesla already has 5-7 seat vehicles, so making the new one have 2 seats makes sense.
    2
  3940. Oh yeah, he didn't even drive it.
    2
  3941. Can't wait!
    2
  3942. Definitely let us know.
    2
  3943. How DARE you reveal such secrets... um, I mean, uh, NONSENSE! Yes, nonsense. That's it, it's not a thing. Um... just... okay.
    2
  3944. Charges dismissed due to a lack of evidence.
    2
  3945. Couldn't agree more!
    2
  3946. Youch! Hope you're doing better.
    2
  3947. Thank you! I have a handful of others I'm already working on, and I keep trying to improve the production value. I appreciate the encouragement.
    2
  3948. Absolutely. Faster charging, more stations, and more access to chargers at home (including apartments and condos) and places of work will all make this idea seem strange looking back.
    2
  3949. Tesla is working on it.
    2
  3950. Those grid rates seem criminal. Sorry to hear that.
    2
  3951. Much appreciated!
    2
  3952. Thank you so much!
    2
  3953. I'll reach out to them and see if I can get another interview.
    2
  3954. I appreciate that, thanks!
    2
  3955. The cameras didn't catch his reaction, but he got it. And ge's right, most solar systems are not multi star.
    2
  3956.  @D0li0  Oh hi, Drax!
    2
  3957. Thank you so much!
    2
  3958. Amazing. Every part of your statement was wrong. It's like performance (sh)art.
    2
  3959. I reviewed cars for a while in the late 00's and when I was asked to cover some small, base model KIA I was disappointed. I was used to BMW, Volvo, Mercedes, and a bunch of other big brands, usually trimmed out in the $40-50k range. The KIA was shockingly good, and that was over 15 years ago. From what I've seen they've only gotten better. My wife has a Sorrento.
    2
  3960. I'd seen the announcement but I didn't realize it runs 68TOPS at 25w. That's insane at any price, let alone $250.
    2
  3961. These are unusually exciting times.
    2
  3962. Thank you kindly!
    2
  3963. Without a doubt.
    2
  3964. I'm also a huge fan (pretty clearly, I imagine,) so I'm grateful to see the ratio of understanding comments to critical ones.
    2
  3965. When I did the analysis of 24 potential country candidates, Japan scored in the top 2. Might have even been #1 but I don't recall now.
    2
  3966. Didn't even know that was a thing. I'll look into it!
    2
  3967. The same platform can be more than one thing.
    2
  3968. Appreciate that!
    2
  3969. It's a real problem.
    2
  3970. Pass.
    2
  3971. Good stuff!
    2
  3972. Will have to ponder that one.
    2
  3973. Crazy, right? Felt like it would never happen.
    2
  3974. Oh... oh my.
    2
  3975. Thanks for the info!
    2
  3976. I've got a video coming up you're not gonna like.
    2
  3977. Much appreciated!
    2
  3978. Nice summary of the state of things in robotics.
    2
  3979. Glad it helped!
    2
  3980. It may be under reported, but it's something I've brought up a bunch of times. It's a low-margin, high-demand profession, and there is endless opportunity here.
    2
  3981. Agree on waiting to build until after the lessons are learned in Berlin & Austin. Those are 3rd or 4th gen factories, but if there are areas to improve, they'll do it. If you can save $50/car through easy efficiency gains, that's a half-billion in margin over 10 years at 1m/year production. Same with the 4680s and the CyberTruck. They could rush them out, but they're taking the slow and steady approach to avoid mistakes and improve operating efficiencies.
    2
  3982. It's a multicam transmitter with GPS. What value does it have even if you could get away with it?
    2
  3983. I agree these valuations are a tad bonkers, but in addition to the stock market growing over time, there are multiple markets around the world, and a whole lot of capital that isn't publicly traded.
    2
  3984. Yet they still won't recognize the value of it.
    2
  3985. I just did. That's what the video is.
    2
  3986. Deal!
    2
  3987. It's the condensed version. Had a lot of people saying they didn't have time for the livestreams.
    2
  3988. It's a fun mental exercise. The real test will be how much more performance we'll see based on the final weight. I think Cybertruck is going to crush it on that front.
    2
  3989. How so?
    2
  3990. More data only helps if you can instantly make sense of it. You can have too much information.
    2
  3991. Fingers crossed!
    2
  3992. Diesel semis still command 99% of the market. Nobody is jealous of anyone.
    2
  3993. I most definitely did forget that.
    2
  3994. Yeah, but I forgive you. Make a better comment next time and we'll see. :)
    2
  3995. 3/4 of the world has no opinion of what other people drive. Just because the noisiest people in a group do most of the talking, it doesn't mean they speak for most of the people.
    2
  3996. More to come!
    2
  3997. He's attacked me too. Says Tesla is paying me directly, or at least bribing me with event tickets and access. That shows you exactly the caliber of dumbass he is. Zero research, and why bother when facts would only stand between him and his army of somehow even dumber viewers.
    2
  3998. If it's time-of-use pricing, it may be that afternoon rates are high enough that it more than makes up for the 20%ish decline in total generation.
    2
  3999. Welcome aboard! I just love me some Lars, and although the collaboration isn't paying the sort of subscriber dividends I had hoped (diminishing returns and all that,) I'm having fun doing it.
    2
  4000. I'm not sure how much further I could have dumbed it down.
    2
  4001. Kentucky? That's a long drive. Though I will be at the Chattanooga Charge next month. Maybe I'll see you there.
    2
  4002. I've seen it make a silly suggestion like that. I just remove it and add charging back in a couple hours later.
    2
  4003. Bin Cider.
    2
  4004. They didn't remove the walls in Shanghai. They just added onto the building and kept them as a sound & fire break.
    2
  4005.  @andrewsaint6581  Likewise. Saw a news story on the Verge I wanted to include in today's livestream, and went out of my way to find another source. Won't support them if I can help it.
    2
  4006. I've invited the bears. They always refuse.
    2
  4007. If your investment thesis relies on this, you're in for a rude awakening. EV market share continues to climb year over year, and shows no sign of slowing down.
    2
  4008. I have a life, and it's very fulfilling. Then again, I don't spend it hating on people who have better lives than me.
    2
  4009. Nope. Sadly, because it's super cool.
    2
  4010. @Greg Nunez That's exactly right! If they don't make it, it's no skin off Stealth3's back, and if they do, everyone wins in the long run.
    2
  4011. Well that's just too slow, right?
    2
  4012. Lol. Stick around, kiddo, you might learn a thing or two.
    2
  4013. They wouldn't swell vertically, or at least not uniformly.
    2
  4014. China wasn't making EV batteries 20 years ago. Japan was. This reasoning doesn't make sense.
    2
  4015. You've got it 90% right. The front & rear castings and structural battery will be a big part of the structure.
    2
  4016. Podcasts don't enjoy the same sort of search & discovery you get with YouTube. :(
    2
  4017. Good for a tunnel, terrible for a factory floor.
    2
  4018.  @fodiographer  Thank you, and thanks for participating in the livestream.
    2
  4019. Just did. Kelly Blue Book and Autotrader. The discounts are remarkably shallow. TONS of listings higher than new. Amazing! Also, you're not very good at this. You might have better luck trolling on a rookie channel.
    2
  4020. You could have said the same thing about stationary storage just a couple years ago, yet it's already cranking $6b/year in revenue with a clear path to more than doubling it over the next 18-months. Tesla runs a whole lot leaner than other companies.
    2
  4021. How cool is that!
    2
  4022. Thank you for the encouragement! I've had these theories and run math like this in the past, though mostly for myself. I've shared some of it before on other channels, and offered it to some of the bigger guys, but I figured it was time to take my years of experience in production to actually publish it directly. YouTube makes it really hard for a new channel to actually break out. They just don't suggest these videos, even when it's an almost exact match for what you search. So how to get the ball rolling indeed. I just don't know. My friends on Facebook don't care about this stuff, so that's not the right audience. The forums and subreddits I think would appreciate it all have rules against self-promotion, so I feel like I just need to keep making the best possible content and hope for a stroke of good luck. How did you find my channel? Which video convinced you to subscribe?
    2
  4023. They also have a track record of seeding companies and projects that wouldn't have gotten off the ground without their help. This particular loan is a bit of a head scratcher, but energy security involves risks.
    2
  4024. You came to your senses a whole lot quicker than I did. Took me weeks to warm up to it, and by then I just figured I'd missed the boat.
    2
  4025. It's not the rain that's the issue, it's the sheer size of the entire project. It's genuinely massive. Like more than 4x the size of Shanghai Phase 1, and more than 50% larger than what we're seeing in Berlin. Add to that the uncertainty of producing the truck in the first place, and it's quite a stew. It SHOULD be easy to make, but it's never been done before, so there will be quite a few steps between here and production that have to go well for it to come to market on a timeline you and I can appreciate.
    2
  4026. On a 23 Y LR myself. Disengagements are real, but if your ECU is giving you failures, schedule a service appointment.
    2
  4027. Not effectively.
    2
  4028. I always start writing them mid-week, since the site's trajectory is clear. Then it's just a matter of absurdly excessive effort, and bam, done, just like that. ;)
    2
  4029. People don't get you, man.
    2
  4030. I'm more concerned about the durability. Cleaning could be addressed like you said by a good rinse with drains, but it looks like an expensive point of failure.
    2
  4031. I'd be curious to know as well. We don't know how much Amazon is paying for the trucks, so the economic assessment relies on a number of assumptions.
    2
  4032. Oh the humanity.
    2
  4033. I think production will begin early-mid 2025, and we'll see the final design a few months ahead of that.
    2
  4034. Different skillsets.
    2
  4035.  @BearsWorkshop  That is the RIGHT approach. The footage speaks for itself. If you want to add commentary, just say what you see. If you want to remain neutral, don't compare it to anything else. Done and done. Your piloting looks fantastic and I'm sure it's going to look even better moving forward. If you want to stay in touch, connect with m on my About page. ;)
    2
  4036. You're going to lose everything if this is how you form an investment thesis. You owe it to yourself and your family to do better.
    2
  4037. I'd be more inclined to pay the $200 every month if I knew I'd actually own it at the end.
    2
  4038. Appreciate that!
    2
  4039. One period of inflation isn't a trend. A lot of the key items in the index are unusually high due to an unexpectedly strong economy recovering faster than the supply chain was able to pivot. It may take a quarter or two, but construction supplies will regress to the mean soon enough.
    2
  4040. NEVER!
    2
  4041. Guffman?
    2
  4042. But it's only on the 2 most expensive models made in China.
    2
  4043. That's a whole lot of units. Are we talking dozens per city? Hundreds?
    2
  4044. Thank you, you're kind!
    2
  4045. That'll do.
    2
  4046. The only subsidies on the chopping block are for EVs. That's not a level playing field.
    2
  4047. I mean, right? We gotta use toddler math to make the FUD make sense.
    2
  4048. You and me both. What a hassle it was on the backup. I've better stored my workflow to the cloud.
    2
  4049. It's really hard to remove programs already in place.
    2
  4050. Nice to still see you around!
    2
  4051. EVs are still climbing globally. 2024 was a growth year even in the US I believe.
    2
  4052. As far as I know, it isn't even close. They have bus factories in several countries, including the US.
    2
  4053. I am not. Pretty relieved to hear that I don't sound as freakishly unusual as my voice sounds to me. Would love to have one of those velvety voices that really drive the clicks, or for that matter, the kind of face that could do the trick. :/
    2
  4054. I keep trying to tell people that, but they BEEP BOOP REPLY NOT FOUND.
    2
  4055. Thanks 👍
    2
  4056. Couldn't have done it without you. Hope I gave you the credit you deserve.
    2
  4057. Might have to.
    2
  4058. @Crissa Kentavr Clint is an awesome dude, and I've seen him around here and other channels as well. He's mistaking my joke about Darryl Hannah's looks as a distaste for women generally. If there's some part of me that dislikes women overall, it certainly doesn't extend to Darryl Hannah. She was a movie icon in my youth, but even as infatuated as I was, I could still recognize that she wasn't conventionally pretty. It's more of a compliment to her talent than anything else.
    2
  4059. He wasn't basing his conclusion on information, but assumptions. I often publish speculation, but never do so with any suggestion of confidence. I clearly label my speculation. When it came to this refresh, what I shared was based on information I had access to. That gave me an unfair advantage. What I didn't understand was the hostility from some viewers about us reaching different conclusions.
    2
  4060. Glad you enjoyed it!
    2
  4061. Under the floor, with room for longer range using the extra height toward the back.
    2
  4062. Well, I mean, it's closer $3,000 per car than free, but like he said, it doesn't matter how high the demand is if buyers can't afford it.
    2
  4063. I enjoy chatting with him.
    2
  4064. I hoped to stream from the Meet & Greet, but we wound up with 600-700 people over the course of the afternoon, and it was an absolute zoo. You could tell by all the wild animals. It was a blast. More to come.
    2
  4065. Yes, but they don't filter the wastewater onboard that I'm aware of.
    2
  4066. Zero dollars on battery repairs.
    2
  4067. All true, but lower margins on more units can still net comparable total profit. At the end of the day, expansion is funded with dollars rather than percentages.
    2
  4068. They're added because customers want them.
    2
  4069. Glad you enjoyed it! And yeah, when something is THIS big, like a never-before-attempted rocket system, I agree it should be included!
    2
  4070. Will be interesting to see how it goes as I leave coastal California.
    2
  4071. Sadly true.
    2
  4072. Catamaran?
    2
  4073. They can't invest that into R&D. It isn't cash.
    2
  4074. Thanks Pat, nice to see you from the other awesome channels. :)
    2
  4075. There's even more exciting stuff out there being tested by big, serious companies.
    2
  4076. Duly note!
    2
  4077. Thanks! 😊
    2
  4078. There was this pervasive misunderstanding that legacy factories could just flip a switch and start making BEVs in place of internal combustion cars, and it seems they only came clean about the impossibility of that idea a few years ago. Another way to look at it is that for the big dogs to catch up with Tesla, they'll need to invest at least $4b per million cars they intend to produce. Tesla can do it for $2-4b per million cars of capacity, but I'm not sure the old guard will be nearly as capital efficient. Construction takes time and Tesla has a monumental head start.
    2
  4079. My pleasure!
    2
  4080. Looks like your rumor was right. Joe and Jeff both spied what appeared to be castings just yesterday. Good catch Dale!
    2
  4081. The transformer shortage is already here. Wait times have gotten long, and the prices have skyrocketed.
    2
  4082. Appreciate it!
    2
  4083. No.
    2
  4084.  @musaran2  "Oh, I'm afraid the GigaFactory will be quite operational when your friends arrive."
    2
  4085. Thank you so much! If Robotaxi Day is in Austin, I'll be there for that.
    2
  4086. I disagree. I think the Lightning will be exactly what's advertised. It will have the power and utility advertised. As a first-gen vehicle, there may be some hiccups, but that's true for any manufacturer. My concerns are that they won't be able to build them in meaningful numbers while maintaining the margins necessary to ensure the long-term survival of the company. F-series is their bread and butter, but turning a profit on an EV is challenging.
    2
  4087.  @thomasklein4265  Totally fair. Quick question: 118 years in business, how many EVs has Ford sold? Tesla's a noob with only a couple million, so Ford has to be at, what, 10x that? I mean, they sell millions of cars a year, so... Good news, the full $7,500 EV tax rebate is still available on every EV Ford sells. You know, because they have yet to sell 200k in the US. I kid. The reality is, and I'm sure you know this, being a competent vehicle manufacturer is very different from being a competent EV manufacturer. That's why GM has struggled so much, despite pouring billions into it. They're a very serious company, but EVs is not yet among their core competencies.
    2
  4088. Much appreciated!
    2
  4089. The drive-by viewers are going at me from both sides. A number say I'm too pro-Elon, and just as many say I'm too anti-Elon. Guys, the facts are what lead to the conclusions. If everyone thought I was on one side of this, it would suggest a motive other than seeking the truth.
    2
  4090. Not with luggage.
    2
  4091. Facebook launched one with identical results. You gotta walk a fine line.
    2
  4092. Prices will go up if tariffs are enacted. Period. That's it.
    2
  4093. Information is spotty. They agreed to buy 100,000 over ten years, which would double their current sales trajectory, but there were no reports of them being shipped out until earlier this month. Those reports didn't quite add up. It said they were sending hundreds a week, but that's more than they make, so it should have emptied the holding lot in a matter of weeks. There were still over 600 on the lot as of the most recent flyover. On May 22nd they had about 750, so it feels more aspirational than factual.
    2
  4094. No good. My eyes are too dry. I had eye surgery years ago and these lights are too bright. :/
    2
  4095. We get them as quick as we can, but they show up like a flash mob. Hundreds all at once.
    2
  4096. It's usually pretty high, but I've got a guy.
    2
  4097. You have been awarded one gold star. Are you joining us in Ocala for Cybertruck Fest in two weeks?
    2
  4098. X has an uphill battle. Hard to monetize without videos, hard to get viewers without videos, and hard to get videos without monetization. They all need to show up at the same time or it falls apart. I upload a lot of videos to X, but they flounder because people don't really think of X for long-form content. The views are low enough that even if my account was monetized (getting closer, but not quite there yet,) it would still be hard to justify the extra effort to post them twice. This video was posted to both, and by the 55-second mark, only 280 viewers stuck around on X compared to over 3,000 here.
    2
  4099. Thank you so much 😀 Only took me 32-months and 700 videos, but I'm here for it. Onward and upward my friend!
    2
  4100. Thank you 🙌
    2
  4101. Eventually.
    2
  4102. Thank you! Cheers!
    2
  4103. Right on!
    2
  4104. It ain't easy.
    2
  4105. He's ridiculously smart.
    2
  4106. Very!
    2
  4107. Fantastic question! None of that is included in the calculation because none of it takes more than the four months needed to complete the interior from the time the last walls go up.
    2
  4108. That is HILARIOUS!
    2
  4109. I'll take it.
    2
  4110. Can't blame you.
    2
  4111. Gonna buy me a bigger office? ;)
    2
  4112. Boom!
    2
  4113. Canoo needs to get to market.
    2
  4114. They were acquitted due to lack of evidence.
    2
  4115. Aha, but no, I got the full video. They published the whole thing, and it looks like it may have only briefly been up, but I manage to see it, and I've got it. I've already recorded the whole thing, just ran out of time in the edit. The next parts are coming!
    2
  4116. And when the other guys find an improvement, they tuck it away for the next model year instead of implementing it straight away.
    2
  4117. I'm cool with it. Not sure how he feels.
    2
  4118. The free autopilot is awfully good for highway driving.
    2
  4119. I didn't track it, and I'm glad I didn't. I'd have vastly over-estimated its completion. The good news in Berlin is that if you look at Fly Branderburg's footage, you'll see a lot of equipment is already being loaded into the building. It's clearly a priority for Tesla, and they're moving Tesla-Quick to get it up and running. My best guess is around the end of the year.
    2
  4120. Why?
    2
  4121. "The price will be comparable to a normal roof." This ignores that a normal roof is usually 3-tab comp, which is very cheap. What they meant is it is "comparable" to a premium tile, shake, or copper roof PLUS the cost of a normal solar system... that's a product with a very limited market. :(
    2
  4122. Thanks Todd, I appreciate that!
    2
  4123. Touched on it briefly in part one a couple days ago.
    2
  4124. It doesn't have to be $2 to make financial sense. A single 70kW cycle at a 50-cent markup is $35. Even at once a day that's $1,050 for the month, or $100k over the 8 years of battery warranty (with 3,000 cycles on it.) Many batteries will be below the 70% capacity for a replacement in that scenario, since it would be the equivalent of driving about 600,000 miles. They'd get a brand new battery for free, and sell the car with near-zero miles for a tidy bonus.
    2
  4125. I think their markets are sufficiently different that it wouldn't drive the clicks.
    2
  4126. Not sure if I'm thinking of the same interview, but I remember him saying that about the use of Tesla's patents. I don't remember hearing about it in terms of the charging network though. That's always been a Tesla moat, and it makes sense when you consider a lot of the cars that would want to use it max out at level 2. So you'd wind up with a Tesla there for 20-30 minutes next to a Chevy bolt taking 80-90 minutes.
    2
  4127. I think companies at this scale have the ability to throw some weight around in that regard.
    2
  4128. Ford is also a client of Munro & Associates.
    2
  4129. There is. There ALWAYS is. Just not in this video.
    2
  4130. @billyrucker9637 Agree entirely!
    2
  4131. You've made it!
    2
  4132. They were in the "are they doomed" series. On mobile at the moment.
    2
  4133. They want both. They want the fans and the haters, but they won't go out of their way to promote the positive stories.
    2
  4134. Some of them may be different people, but I would agree there's plenty of overlap.
    2
  4135. Yeah, darn. Didn't catch it until someone pointed it out.
    2
  4136. Quite the optimist! At this rate I expect it to be complete at about a quarter past heat death of the universe.
    2
  4137. @Matt Gray don't be gross, Tammy.
    2
  4138. Apparently they've one a good job of isolating and reducing the low resonance rumble from the back of the new Y, though I've yet to drive one, so I can't really speak to it.
    2
  4139. It's the entire market, and not just in the US. This too shall pass.
    2
  4140. That's an extreme one, but hopefully more the stuff of Black Mirror than actual possibility.
    2
  4141. Sure it would sell out. The key is to just not make very many. ;)
    2
  4142. No one said it was. Rapid, indiscriminate cuts are always harmful. If you cut a position or funding without understanding what it was there for, you're going to break something. When you do it tens or hundreds of thousands of times, you're going to break everything.
    2
  4143. Those videos are still here. These are just a bonus.
    2
  4144. I can see that.
    2
  4145. I really agree with such a bold statement, but this really is a new low.
    2
  4146. So cool!
    2
  4147. One "cycle" can mean 5 cycles if 20%, which is more common. You wouldn't be drawing to zero from 100% very often, probably never. This chemistry already works before this warranty. This is just extra peace of mind.
    2
  4148. This is a California-specific requirement.
    2
  4149. The MX30 is a compliance vehicle. They weren't even really trying, which is unfortunate. The salesman and his boss were just annoyed that they didn't have anything to offer a significant and steadily growing demographic of buyers.
    2
  4150. I've made several videos about the wheels this month. Even interviewed wheel experts.
    2
  4151. Oh buddy, you're gonna be RIGHT at the top of the list. Color me jelly!
    2
  4152. Do you think they extend farther out than traditional door?
    2
  4153.  @newstart4jim  Much appreciated, Jim. And I agree. I've already been updating it since Sunday to see how it shifts, and it has shifted, but we'll see what it looks like on Monday. :)
    2
  4154. Ed knows to stick around to the end. ;)
    2
  4155. I appreciate the support.
    2
  4156. You bet!
    2
  4157. Ford does as well, but at least they have driver attention monitoring.
    2
  4158. I'd love that, but even more so, I really, really want the Quad Squad to get a tour... I mean, yeah, I'd like to be there for that, but still.
    2
  4159.  @BearsWorkshop  Absolutely would.
    2
  4160. @jkm "I bought tesla at $3.84 on july 2nd 2010" How did you do that?
    2
  4161. Thank you! Cheers!
    2
  4162. My code no longer works. I've got my 10, and although 3 haven't taken delivery, it's maxed out. :(
    2
  4163. You bet! It's a ton of work, but it's absolutely worth it.
    2
  4164. Thanks 👍
    2
  4165. Thanks for the info!
    2
  4166. The hell in Shanghai seems to have passed. If the upgrades go smoothly, Q3 is going to be breathtaking. Fremont could post some improvement, especially with S/X. Shanghai will massively beat Q2's numbers. Berlin & Texas are just getting warmed up. If the big dogs aren't scared, they should be.
    2
  4167. They're still pretty darn good lemons though, you gotta admit.
    2
  4168. This topic will be covered in tomorrow morning's video (about 6 hours from now.)
    2
  4169. You don't have to trust me. That's why I provide citations. If the channel you're following doesn't show their sources, they might not be credible. I am credible and you know that because if I was lying you'd have attacked the sources instead. Bad form.
    2
  4170. Truth!
    2
  4171. That's the good news. Everything new is expensive out of the gate, but it quickly comes out to the mainstream. Safety and efficiency innovations created in Formula One don't take long to get to the masses, even if none of us will ever drive an F1 car. I couldn't afford an iPhone when they first came out, and I still don't consider the latest one remotely affordable, but I can buy an older iPhone for cheap, and those early adopters made them more affordable for the rest of us. Hyundai, VW, Tesla, and a bunch of Chinese EV makers are already working to create compelling entry level vehicles at prices at or below their 'splodey juice counterparts. Factor in the savings from not buying petrol/gas and you're way ahead of the game. There are already a number of serious EVs priced below the national average for cars in the US, and while they won't work for every use case, they're quickly growing in popularity. If your concern is that the national average of $43-49k for a new car is too high, I share that opinion. That's too damn much. But if someone is concerned is that $25k is STILL too high, they are not in the market for a new vehicle, but a second hand one, and will need to wait for prices to fall.
    2
  4172. Like Volvo, they were bought out by Geely. That's why it looks like any other Chinese EV.
    2
  4173. Doesn't bother me. It means our information is beyond criticism.
    2
  4174. I never saw $50/day. I think I paid maybe $30/hr when I rented one.
    2
  4175. Cars manufactured in China are typically subject to a 28% import tax. Volvo & Polestar are able to get around this because Volvo exports far more from the US to China than they send back in the form of cars.
    2
  4176. I've been to five countries and twenty states on my travels, and that's just since May of this year. I'm definitely putting in the work. Now I just need for the viewership to follow.
    2
  4177. Was it on v13? I got endless occlusion disengagements on v11, and 2/3rds less on v12. I drove hours on 13.1.2 on Saturday through nasty, misty rain, and it never disengaged.
    2
  4178. He knew what I was saying. You knew what I was saying. If someone didn't know the common parlance, I'm not sure the question or answer would make any difference. But tha k you for clarification for those who are newer to the space. We all start somewhere.
    2
  4179. I believe very reasonable numbers can be had for each of those elements. Maximum reasonable coverage, generation, and cost.
    2
  4180. It's been a weekly feature since October, so I'm glad you found it!
    2
  4181. That is awesome! I'll be meeting him this week.
    2
  4182. Exactly.
    2
  4183. It's a lot of work, but I love doing it. Getting close to a tipping point on the channel, and your enduring support has made a difference, so thank you!
    2
  4184. He doesn't guess, he actually does the math.
    2
  4185. We're WAY past that. It was even addressed at the unveiling. Only 28% of taxi miles have more than 2 passengers. For them, there are already millions of cars on the road that can do it.
    2
  4186. Great suggestion!
    2
  4187. I wouldn't be surprised, though it might take some sales to offset the upfront costs.
    2
  4188. Appreciate that! I spend a lot of time on the road meeting with all kinds of experts, so the recognition is appreciated!
    2
  4189. They still wash car in Maui.
    2
  4190. You get me.
    2
  4191. Not if they're made in China. The protectionist import tariffs on Chinese built cars makes sure of that. But there's no way we won't see Chinese EV factories in the US & Mexico, and maybe also Canada. Those could definitely get slapped with a Toyota logo and sold in the US, and effectively for at least a handful of years.
    2
  4192. Was looking at a Niro yesterday. Same deal, no frunk.
    2
  4193. Yes, but they can be massaged. Always be wary and always do your own research. Even "noble" folks like me could lie to you. :(
    2
  4194. The reports I've seen haven't normalized for Lunar New Year. I'll wait to see March numbers since they likely front-loaded exports.
    2
  4195. We need to clearly articulate our objectives and take steps to accomplish them. If resource independence is important, we need the will to take the steps necessary to ensure we move in that direction. Making permits impossible doesn't remove the harms of mining. It just moves them offshore.
    2
  4196.  @gcauldwell The forward facing numbers are different from the backend stats, and one reason I read for that was to prevent bots from being able to accurately measure their impact. It balances out over time. I've seen videos of mine show 5x more "likes" than views briefly, but it corrected pretty quickly. I don't give it much thought.
    2
  4197. It was. It's back in the category of Current Events.
    2
  4198. I bet they care, just not enough to pay what it would cost to make all their cars have such a black box.
    2
  4199. The Model S battery wouldn't fit in a 3/Y. The 3/Y battery doesn't have as much capacity as the S/X. Neither would be well suited for the Cybertruck. It's a serious limitation they've self-imposed.
    2
  4200. I'm glad I didn't try to get down there to see it last time. I had no idea just how far it is from Austin. I was planning to make the round trip in a day.
    2
  4201. I avoid clickbait and sensationalism, and I was late to the game.
    2
  4202. Cold. Very disappointing. They must have made them first thing in the morning and just let them sit.
    2
  4203. Possible indeed.
    2
  4204. There are a lot of channels that steal content like that and replay it "live" to trick people into watching it thinking it's actually happening right now. Maybe it was one of those?
    2
  4205. For the efficiency of your violence, maybe. That was a hilarious way to do it!
    2
  4206. She knows more about marketing than you, me, and all of our friends and family members combined.
    2
  4207. Finally moved past it. Sheesh that was painful. :/
    2
  4208. Looking good takes time. Whatever that is only takes a sense of humor.
    2
  4209. I'm still hesitant about most EVs (including the Model X) because I fear what the repairs may cost after the warranty is up. Warranties are long on some of the critical bits, but for most manufacturers, this is still a very new collection of systems.
    2
  4210. It doesn't matter how cheap the land is if you can't get qualified people to work there.
    2
  4211. You do realize Texas is 30-50% larger than Berlin, and about the same size as Shanghai's TWO phases, which took 2 years to build, right?
    2
  4212. My problem isn't with all unions, but specific ones. The last deal the UAW reached was a real FU to anyone who got hired after it was signed. Those workers may have deep and justified resentments. Another real problem I've seen is that you can wind up with employee can't fired. Sometimes it's police or teachers, other times it's auto workers who sabotage the products. I've never had the luxury of job security, but I understand the value of it. There has to be a balance, and the union organizers don't seem to see it that way.
    2
  4213. 28M square feet in a square mile. This is 1/4 of that.
    2
  4214. If you buy a car with an expectation to turn a profit in THREE MONTHS, it's you who is wearing big floppy shoes, my very silly friend.
    2
  4215. Naw, it's just sensationalism because that's what sells.
    2
  4216. Not everyone agrees, but they don't have to. If 10% of car buyers believe this, and half of them can afford a Tesla, that's still over 3 million cars a year.
    2
  4217. It's gonna be crazy!
    2
  4218. Unless you don't sleep, they charge fully overnight.
    2
  4219. Email them. I understand they're very responsive.
    2
  4220. Glad it helped!
    2
  4221. Only accurate if they only had one person working, and the number didn't include any of the sales from the past week or so. That would have been quite a challenge indeed.
    2
  4222. It's mentioned once or twice a year. About half the people seeing any given video are new viewers. Maybe they should know I'm not just one of those people who sits at the computer all day with half-formed understandings of the topics.
    2
  4223. Smart Car? Those were surprisingly expensive, but also surprisingly safe. Crash test videos were not as bad as you might expect.
    2
  4224. @Francis Fukuyama Please do! There's gold in them thar' hills!
    2
  4225. This video was for you. All you had to do was watch it.
    2
  4226. That's not why.
    2
  4227. It's a way to get the most out of your car and make it truly your own.
    2
  4228. Well surely you're a crazy person talking crazy talk. Export auto parts to CHINA? FROM THE US?!? They have glass, brakes, really everything they'd need right there, right? What could they possibly need from the US? My research shows it's about THREE BILLION USD per year in parts being sent to China. A small percentage of the US total export, but most of the parts (70%) go to Canada and Mexico where they're attached to cars prior to being imported back to the US. What are they buying? This is a challenging question. Surely your MG only has a few odd bibs and bobs that MIGHT be made in the US, but the fact that it might not be zero really has me surprised. I was just sure it would be zero. Thanks for opening up a new rabbit hole for me!
    2
  4229. The secrecy and hostility toward free publicity like @Bear's Workshop offers is what concerns me the most.
    2
  4230. I'm hoping range keeps creeping up as well
    2
  4231. In Washington, but turns out it's also legal, WHEN SAFE. That's a big qualifier there.
    2
  4232. I mention it in literally every video. There's only so much I can do.
    2
  4233. Awesome, thank you!
    2
  4234. Deal! Looks like I'm already at 9ish, with 2 from Patrons and one from the awesome Jeff Roberts. I'll get to work!
    2
  4235. Hopefully o ly have to until their next gen platform is ready to roll out.
    2
  4236. Thanks!
    2
  4237. It includes the R&D.
    2
  4238. Do you WANT me to start reporting unfounded conspiracy theories as fact? Think that one through, my friend. Follow it where it takes you.
    2
  4239. I'm more annoyed by actual crimes they let slide, like short seller manipulation and everything to do with Game Stop.
    2
  4240. This has GOT to change.
    2
  4241. If sentiment was very high instead of low, would they have sold more? I ask because the refreshed Model Y was not available for delivery.
    2
  4242. Glad it was helpful!
    2
  4243. Absolutely. At the very least it puts the logo in front of them every time they use the network, which results in putting the brand on the tip of their tongues anytime they talk EVs and charging.
    2
  4244. They disabled the fire sprinklers? Goodness, that's horrible!
    2
  4245. Your puzzle is missing so many pieces it would be smart to stop guessing what the complete picture is.
    2
  4246. Had to look it up. That's really encouraging news. These are critical to wider production.
    2
  4247. Couldn't agree more!
    2
  4248. Not everyone understands how companies work. No shame in that. I already spent about 90-minutes today talking about that on other channels. You can find me on Dr. Know It All's channel, or Randy Kirk's channel.
    2
  4249. I don't follow politics closely, so I'll take you at your word. It does seem like something that would take more than a year to put in place.
    2
  4250. Morning! This is just how we do it. Welcome!
    2
  4251. That's the most likely.
    2
  4252. Thanks so much! I suspect there might be a room full of people in Arizona this morning who disagree.
    2
  4253. Man, if SN9 flies at the same time as this, I won't even mind! If you asked me before SN8's test flight I'd have never predicted it would come as close as it did to hitting all its objectives. This time? I dunno man, I think they're gonna stick the landing.
    2
  4254. You got that right!
    2
  4255. So it's even faster than I suggested.
    2
  4256. Us long-haulers do appreciate those long runs, and don't mind how they, you know, well, you saw what happened Monday.
    2
  4257. Fingers crossed! Took me four years to get this far, so we'll see if I make it.
    2
  4258. For many, this is true. Had a viewer saying he prefers his Lincoln Towncar, but it gets a bit pricey when you're paying $3-4k per year on gas.
    2
  4259. Smart move!
    2
  4260. The demand is strong. Might want to wait until some numbers rolling in to make a claim like that.
    2
  4261. If you're going to give financial advice, you should really attach your name to it publicly so people know who you are.
    2
  4262. This is important information a lot of people are overlooking. Carbon fiber isn't some crazy scifi tech. It's been used in a number of production vehicles already. If the cost and complexity can be reduced, it will make sense to implement it even wider.
    2
  4263. Glad you enjoyed it
    2
  4264. Tesla can't compete on commodity solar panels. They only make the super-luxury ones, and even then, they seem to be struggling to get production dialed in. As for batteries, I suspect the limiting factor there is the raw materials. I'm confident this will continue to expand, and it would make a lot of sense to have factories in the countries where the raw materials are mined.
    2
  4265. A steel cage can make anything safe. I saw the crash test videos of the Smart Car, which doesn't look like it would be very safe, but it holds up as well as most cars.
    2
  4266. When did you buy? I'm not aware of a time HW3 was sold where anyone suggested it could be that close. But to answer your question, they've already said they'll give everyone who bought FSD the retrofit.
    2
  4267. I've seen 350w/panel as a guideline, but we don't know what the actual figures are for these particular ones. Bear in mind that's maximum generation under optimal conditions. These will fall well short of that for much of the day, and likely never hit the top, since they're west-facing rather than south-facing. This is done to generate more power in the afternoon when grid demand is highest. It's better to produce a little bit less overall if your peak is greatest when demand is highest. Either way it's a LOT of juice.
    2
  4268. I think I have an answer! Jordan lived in New Zealand until very recently, so I imagine that's why it's in his vernacular, but Americans got a wide introduction to the phrase in Austin Powers in 1999. I don't remember the phrase being new to me at the time, but maybe it was. For everyone else, having those 23 years to get used to it may have helped out a bit. :)
    2
  4269. I see you also plan to live more than a few months. Well played, my friend. I'll see you there!
    2
  4270. He just misspoke. He's among the few in the industry who really understand the benefit of the GigaCasting. Microseconds would be impressive though, but milliseconds is still pretty shocking.
    2
  4271. I'm just glad you're posting comments. That's what drives YouTube to show it to even more people, so thank you!
    2
  4272. But they won't. That's the problem with trying to level the playing field is that they never remove the oil and gas subsidies. If they start there we would have room for a serious discussion.
    2
  4273. I'm going to the Tuesday market in Hillsboro tomorrow. Lots of EVs expected.
    2
  4274. @4literv6 The auto bailout was passed and signed into law by George W Bush with broad support from both parties.
    2
  4275. If you don't know what my lane is, you have no place to speak to what I should be doing. These are questions that have been asked by the thousands over the past couple months, and the frequency is intensifying. What I do, Roger, is provide citation-rich context to paint a picture. If you're unwilling to see the picture, that's okay, but you don't get to ask that others be deprived of it.
    2
  4276. That's a great demonstration of how easily things can fall apart.
    2
  4277. Wow, thanks! I was actually disappointed in my performance, but liked it well enough to not reshoot in studio.
    2
  4278. The math makes sense to me.
    2
  4279. Wouldn't that be something!
    2
  4280. Those are great points. If they can hit the specs with LFP batteries, then I think they'll use whichever of the various form factors is in greatest supply. I was just sure LFP wasn't adequate until they started using them at Giga Shanghai. If 3 and/or Y switch over to 4680, that will free up a lot of 2170s from Giga Nevada. Will be interesting to see where the supply chain is able to produce enough.
    2
  4281. Boom!
    2
  4282. Grand Cherokee changed generations every 5 years until 2011, with the current platform only lasting 10 years (which you could argue was long overdue.) Durango platforms last 6-7 years until the current platform. We now know the S/X line will be shutdown for 18-days in a couple weeks. If they do a minor refresh without a platform change, it would surprise me. That would be it's 9th year with an apparent commitment to keep the 2021 design for a while. With the countless advancements Tesla has sorted out in the past decade, I'd be very surprised by anything short of a substantial redesign.
    2
  4283. What else would people leave comments about?
    2
  4284. It all happened too quickly (and kicked off while I was on the road for 3 weeks.)
    2
  4285. Likely so.
    2
  4286. That's a very good point. It will be interesting to see how the Y ranks at the end of 2022, since Fremont capacity has increased, Shanghai will have been at full speed for the majority of the year (apart from the shut down,) and there will have been some amount of production out of Texas and Berlin.
    2
  4287. You can't get a motorcycle that cheap.
    2
  4288. Much appreciated!
    2
  4289. It's pretty divisive, but really everything is.
    2
  4290. One person had suggested it would be easier for me if I did monthly, but I don't think it would. I think it's easier to just update my tracker each week so I don't lose track of it, and if I only do monthly then there wouldn't be very many updates before they're done, especially considering the rate they're going.
    2
  4291.  @brokkmann  Thanks! I love my spreadsheets and I even considered doing exactly this back when Giga Berlin was just getting started, but I didn't really have a place to publish it, and was in the middle of a big project back then. The hesitation this time was that I knew how much work it would take to get it started, but now that the framework is in place, updating it won't be too difficult.
    2
  4292. I know an awful lot of Tesla investors. I don't know a single one that's nervous.
    2
  4293. Not everyone is able to charge at home. All the effective, high quality stations have high levels of utilization, so it appears they're needed.
    2
  4294. Well that's about the nicest comment I could have gotten. Thank you!
    2
  4295. The same as any car in my state. You can call your agent to find out or get quotes online.
    2
  4296. I'm sure they already have.
    2
  4297. Yes! In many locations the nearest public charger is still prohibitively far from the drop off site.
    2
  4298. Should probably watch the video first.
    2
  4299. All good points. To your second-second issue about playing nice, I would imagine the app would say "you're clear to use charger stall #4" or something like that. Since the billing software knows which vehicle is in which spot, they just wouldn't be able to charge unless they're in the correct stall. But could you imagine the (justifiable) outrage if there's a line of cars each waiting to get their 20-minute top off while an iPace is sitting there for three hours getting their Level 2 trickle? People would be fuming.
    2
  4300. Then why hasn't anyone else proposed them for cities to adopt?
    2
  4301. Aptera was all in, until they changed course. Just not ready for prime time.
    2
  4302. There's a whole lot to watch over the course of the month between the various locations. I struggle to keep up to date and this is what I do. Hopefully this adds value for enough folks.
    2
  4303. Plenty of give for bumps as long as you have enough sidewall, which these do.
    2
  4304. Glad you enjoyed it!
    2
  4305. I have literally no idea what you're talking about. I think you need to diversify your news diet
    2
  4306. I've covered it. It's tailor made for a well insulated cabin. They really have thought of everything.
    2
  4307. I don't know on that, but I had an interesting experience. I asked it to navigate to an address from the 4th floor of a parking garage and it drove all the way to the exit just fine, but then stopped at the exit for no reason... turns out it wasn't "no reason" but because there was a pay booth there. It was empty (parking was free) but the car didn't know that.
    2
  4308. You know I don't subscribe to numerology. ;)
    2
  4309. That's the one he mentioned when we recorded, thanks for posting it!
    2
  4310. Then why now?
    2
  4311. Thank you! Cheers!
    2
  4312. Thanks for the feedback! The views have been decent, but nothing too earth shattering. The tone of the comments, however, has shifted dramatically, and it's not because the skeptics aren't watching it. I'm sure I'd get more comments if I was angry and insulting, but life's too short for that, and it really doesn't reflect my feelings on the matter. I think there's room to be informative without being abrasive. It costs me nothing to be kind to the people lashing out, and it seems to be more effective than insulting them. You can't know what you don't know, I figure, and as long as I'm citing my responses, I figure I'm on the right track.
    2
  4313. It seemed so, but development shows when lithium prices fell.
    2
  4314. FUDsters?
    2
  4315. Twitter is likely to move toward P2P payments quickly, but if they do it with the reckless abandon they showed on Twitter, it will be DOA. Merging Twitter with RoboTaxi would require two paradigm shifts, and a cross-platform integration likely to cause an anti-trust lawsuit. Too early to say for sure, but from my vantage point, none of that looks likely. I hope I'm wrong.
    2
  4316. 😁
    2
  4317. Pretty sure that's a scientific term. Although now that I think about it, it's 126B gallons of wine, so maybe I'll figure out how to work that refined joke into a future bit. ;)
    2
  4318. No, I was asking for validation of my personal capabilities.
    2
  4319. Deal!
    2
  4320. Tesla is uniquely positioned to take a first-mover advantage in autonomy. While it can be argued that Cruise and Waymo are tied with Tesla, or even slightly ahead, their approach is different and guaranteed to cause problems in terms of scaling. If Cruise or Waymo announce today that their systems are 100% ready, it will still take them years to get them into production vehicles at scale, and those units would surely be priced according to enterprise value rather than cost of goods. No reason Waymo would sell for $60k that which can generate $100k/year. Those could be sold at $250k and still be sold out for years. Meanwhile, Tesla already has 2 million vehicles deployed that are ready to go with at least an OTA update, and at most a 20-minute chip swap for HW3. Add to that the fact they'll have millions available for delivery over the following 12-months and the lead becomes apparent. Can Tesla actually be first to market? Yeah, maybe. The sheer power of DOJO and the unrivaled benefit of having millions of vehicles gathering data make this likelihood even more pronounced.
    2
  4321. 4680s are manufactured on site. 2170s come from Giga Nevada. These are like for 4680.
    2
  4322. Glad you liked it! Hope you come back for more of them, because I make them every week. ;)
    2
  4323.  @theblackshears9687  lol.
    2
  4324. Welcome to the channel! I appreciate having new viewers, even those who haven't seen any of the other videos. The scale has been covered in the past, most specifically when Giga Texas overtook Berlin. This isn't clickbait. Look at Tobais Lindh on Twitter to see the actual permits if you want to compare the scale yourself. It's pretty exciting stuff. Thanks for coming by!
    2
  4325.  @pierresiry1039  I understand the frustration, and for those unfamiliar with the channel, it can be unclear. Whenever relevant I add timestamps to allow easy skimming, and I do my best to stick to the facts, and make clear which parts are speculation. What too many viewers fail to understand is how much work it takes to make unique, compelling content. Forget all the research and scripting, it still takes about 40-minutes per finished minute you see on screen. It's the same whether I get 400 views or 4,000... I didn't say 40,000 because I have yet to have any of my 200+ videos reach that level. I'll get there. I'll get there. ;)
    2
  4326. You're welcome!
    2
  4327. I keep seeing 3.6-4.0mm for starship, but I'm not aware of anything official.
    2
  4328. But you've been commenting on my videos for a week. 🤔
    2
  4329. Appreciate you!
    2
  4330. I've covered this in THREE recent videos on this channel, and two on other channels. You can't sell cars you aren't building.
    2
  4331. This is why you don't typically see active titans of industry working directly as department heads.
    2
  4332. There are Model S in inventory that are under $86k available today. If I was Mercedes, Lucid, or anyone else trying to sell high end electric sedans, that number would scare the hell out of me.
    2
  4333. THANK YOU! Man that was driving me crazy!
    2
  4334. I already have a pretty long video on Tesla Bot scripted and partly done. It touches on some of that, though not fully ten tasks, at least not explicitly. As a preview, I mention things like deep sea welding.
    2
  4335. This is Enhanced Autopilot, which is on an older software stack. FSD was said to begin incorporating object permanence last November, and has since suggested it has it, but drivers have expressed skepticism.
    2
  4336. Cars have gotten insanely complicated over the past 30 years. Mechanics aren't going anywhere, and you don't need an electrical engineer to fix one.
    2
  4337. It's not over 8-feet wide though.
    2
  4338. That explains the first part, but the front casting in the 2nd half of the video is visibly different from the Model Y.
    2
  4339. I don't make assertions I can't support and my predictions are most often correct. Very few match my numbers on accuracy. I don't take it personally. He can't know what he's missing if he's not watching.
    2
  4340. The concept shown was steer by wire, but it also has windows too large to roll down into the doors, so it's absolutely not going to be what we saw here.
    2
  4341. CEO and worker stocks are taxed exactly the same.
    2
  4342. I think you're right.
    2
  4343. I love buying them, but I have no use for them myself, and am no collector. If I can give someone joy for a dollar, I'm gonna do it!
    2
  4344. You are absolutely right about the solar covered aqueducts. The land is already available, and it can serve a second important purpose at the same time. It's nothing but "wins" all around.
    2
  4345. They did! Toyota and Mercedes both used to have stakes in Tesla, but they got greedy when the stock went up and sold off their positions. If Toyota had kept their stake in Tesla it would be worth more than Toyota itself. EDIT: Just checked. $12.2b, which is about 5% of Toyota's market cap.
    2
  4346. Glad you enjoyed it!
    2
  4347. Not to mention the credits available in certain states.
    2
  4348. Thanks!
    2
  4349. must have hearted it while it was being edited, which removes it, so we don't heart something we haven't read. I'll take a longer look at this when I'm back at my desk. It's a lot to unpack. Might need to remind me, or send me a DM on Twitter, or email (address should be available on my ABOUT page.)
    2
  4350. Would be ideal if we got some guidance on that. Hopefully on the earnings call.
    2
  4351. If they want losses that deep, they could just sell their wealth of standing inventory to some of the 28,000 "reservation holders".
    2
  4352. No. Without site plans we don't know anything about buildings other than the main structure, so understanding how complete they are would be impossible. What I can tell is that regardless of what other work takes place on the site, the emerald building continues at pace. If information on additional buildings becomes available, I will add those as well, though possibly in a sub-tracker.
    2
  4353.  @slicksalmon6948  Not to worry. My secrets are always safe on YouTube. :/
    2
  4354. The hate blinds you. You can't see what's in front of you.
    2
  4355. It's a very odd alliance.
    2
  4356. He's definitely insulated from a lot of outside reality, but surely he must know the remaining obstacles.
    2
  4357. I know very little about her, but a factory like this would fit with what I've seen of her campaign objectives. Would be an unfortunate move, but we'll see if it's even something Tesla wants to do.
    2
  4358. How is the speed of it? Too slow, too fast, just right?
    2
  4359. I don't know, but that's an interesting question. If I had to guess I'd say it's because the engineering resources needed would be too great for the number of units likely to be sold, and that they'd have better results investing those talents on other projects. What do you think the reason is?
    2
  4360. This was shot in late July as part of the road trip series. The on-location videos are just not popular, so they wind up as the lowest priority.
    2
  4361. Mexico and Canada are very important trading allies, and along with China, make up the top three. It's a bit crazy to antagonize your most important partners.
    2
  4362. Those aren't doctors. They sound more like circus clowns.
    2
  4363. Oh I can just imagine when Randy goes to the beach he must look like a whole wall of graffiti.
    2
  4364.  @commandonut  I'd love to see that happen, and things are growing nicely. A lot of big channels you see start off with a bang, like a viral hit in the first few weeks, but I haven't been quite so lucky. A lot of it comes down to the YouTube algos, and while they're finally suggesting my videos to the most Tesla curious, it's still got a long way to go. Slow and steady wins the race, I hope. ;)
    2
  4365. There's no image innate mechanism for altruism in that system. We have more than enough homes for everyone but they've never been less affordable.
    2
  4366. I have a video explaining why I agree with you entirely scheduled to run on Sunday.
    2
  4367. They've never known a world without them.
    2
  4368. That's exactly it. You just know he approached Tesla about using his software and they told him his products weren't needed. That got under his skin and he couldn't let it go. If others realize they can build their own OS, or just use one that's better than his for less, he'll be out of business.
    2
  4369. Too late.🤔
    2
  4370. Not quite, though since the Citizens United decision, there are certainly elements exerting pressure and influence you wouldn't otherwise expect. If money in elections had no impact, Elon (and others) wouldn't spend as heavily as they have.
    2
  4371. Why would the battery cost more than the car?
    2
  4372. The A-pillars would still be too thin. It's not that it's impossible to build a car without B-pillars, but it would likely be cost prohibitive.
    2
  4373. That's crazy talk, but I think it's also TRUE. How dare our neighbors make decisions in their best interest that we don't like?
    2
  4374. Still see you next June I bet.
    2
  4375. Smart!
    2
  4376. You bet!
    2
  4377. Most cars don't. What makes this one special?
    2
  4378. I worry you fall for a variety of similarly dishonest things.
    2
  4379. I'd say Nikola is 75% closer to trial production today, but less close to volume production. Nikola gave up on volume production. They're as similar as apples and orange colored turds.
    2
  4380. There has not been any announcement regarding allowing the public inside for any sort of tours. I'd sure love to see that though.
    2
  4381. When it first cleared $400 I told everyone they had a choice to sell or never be sad if it goes lower than that. Choices were made.
    2
  4382. It isn't easy, but it feels like it's worth it.
    2
  4383. I was on 11.3.6 on Friday and it wanted to change lanes to get out of the convoy, so I shut it off. Great seeing you!
    2
  4384. Yay! Thank you!
    2
  4385. This is my third time being near the beginning of wide release. I got 12.2.5(?) toward the beginning, and 13.1.2, but this is my 2nd consecutive one. Hopefully this persists.
    2
  4386. Model 3 handles it well.
    2
  4387. Fresh, locally sourced, free range electricity. The kind mom used to make.
    2
  4388. Did not know that. Interesting!
    2
  4389. I appreciate that! Working on a workflow for the April stuff in England that should make these trips seamless.
    2
  4390. Thank you so much!
    2
  4391. Good points! The tax incentive is surely going to make a big difference for a lot of buyers, though Ford only has about 70,000 remaining before the phase out begins. Unless Ford completely drops the ball, that will be exhausted pretty quickly between Mach-E and Lightning. As for the $39k models of each, I just don't know how many of those are going to be sold. Tesla's historically been hesitant to sell their lowest priced versions of any model, and the articles I've seen about the Lightning from the trade publications all suggest there won't likely be many available unless for some reason the premium trims have no demand, which strikes me as unlikely.
    2
  4392. Semi was never announced to use 4680s. That battery wasn't announced until years later.
    2
  4393. Glad it was helpful!
    2
  4394. I'm still annoyed that resellers raided all the CyberTruck Hot Wheels from the stores last month. I went to five different places and found some of the Taycan, tons of the others, and zero CyberTrucks. Those $1 toys are all on eBay for $10 a pop.
    2
  4395. That’s a smart strategy, but it takes a lot of precision.
    2
  4396. @gcauldwell It's the same. They allow name changes.
    2
  4397. Protectionist policies don't always work out as intended.
    2
  4398. "It's free real estate" - Investment magnate Tim Heidecker
    2
  4399. The quality of the roads is what is in question. Viewers from India explained to me that an extra 2-inches (5cm) is what would be needed to overcome potholes on a consistent basis. If you look up "India rolling blackouts" you'll see the ways in which vehicle-to-home and vehicle-to-grid could mitigate a lot of shortfalls and especially frustrations. India is as big as western Europe and serving the power needs over such a significant land area is not without its challenges. I've done a fair amount of research on this over the past 18-months, thanks in part to viewers in India who helped fill the gaps in my understanding. I'm confident I have a reasonably complete picture of the major obstacles.
    2
  4400. Would be great if we could get more footage of these systems.
    2
  4401. Then vote on it. That would send a lot louder message than the bluster.
    2
  4402. Totally agree.
    2
  4403. There's a non-zero chance. While I'm sure the company would survive just fine (like Apple after Steve Jobs passed,) but the stock would take a HAMMERing.
    2
  4404. Jeff works so diligently to make his videos. I consider myself very lucky to be in his good graces. :)
    2
  4405. Super! Only got mine out an hour ago.
    2
  4406. You wouldn't believe how many commenters told me ICE will run 500k miles if you just maintain it. That's just not so. We all know that. Some people get lucky, most do not.
    2
  4407. The run finished. It went great. 50-70% of capacity most nights and it was well received. Hoping to do another play next year.
    2
  4408. Glad to hear it!
    2
  4409. Insurance is not high. Comparable to any other new car.
    2
  4410. Never been much past Malta on the high line. It gets pretty quiet out there.
    2
  4411. They have set a deadline and opened high level investigations. Since it's not the season to remove the trees anyhow, all they're doing today is being a nuisance.
    2
  4412. Mary is doing what the board says to do. That's why she's still there. This cancer goes to the bone.
    2
  4413. Appreciate it SO MUCH!
    2
  4414. That's what this video is about. You watched it, right?
    2
  4415. I addressed this in another video. My proposed solution isn't to just give everyone everything. Like the Matrix suggested, that utopia quickly unravels. My suggestion is to make a massive pool of grant money available for artists, builders, you name it. Works projects. Do we really NEED a photographer to document the diners along the highline on Highway 2? Maybe not, but if it's meaningful work to them, and someone loves it, it's WORK, and it can pay with a program like this.
    2
  4416. The issue was with nitrogen and phosphates in the water discharged to the municipal treatment facilities. It didn't go into streams, rivers, or groundwater, but back to the city's treatment facility, and has a composition typical of residential wastewater. Phosphates are what's in detergents you'd find in kitchen supplies. They're supposed to do better, and they've pledged to, but it's not like they're discharging exotic chemicals or heavy metals.
    2
  4417. It's one of my favorites too. Had a few complaints a while back that it sounded like a funeral song, so I pulled it for a bit.
    2
  4418. I am on this channel, didn't realize I wasn't on the 2nd channel. I don't use that one for browsing or research, only to do the livestreams.
    2
  4419. I've seen it behave in predictive ways, especially around pedestrians.
    2
  4420. Did it work?
    2
  4421. I hold my own.
    2
  4422. Glad you enjoyed it! Pretty frustrating because he provides really fantastic insights, but not many viewers are showing up for it. 😐
    2
  4423. That's one of the very first videos I did!
    2
  4424. Even though most EVs in the US still use batteries with nickel (everything apart from standard range 3/Y,) most of the EVs sold globally do not. LFP batteries have reached the point where they are able to meet most range and performance needs in most markets. They have the advantage of being cheaper, if a bit heavier for the same output, while only using commonly available minerals. We will need more nickel though, since that's an element in stainless steel, and the Cybertruck is going to be using an awful lot of it.
    2
  4425. The Baz Lurhmann one? No, but I absolutely loved it growing up. I'm happy to take that as a compliment.
    2
  4426. SO much easier that way.
    2
  4427. @hanswitvliet8188 We can already replace those with lava lamps.
    2
  4428. Sounds great!
    2
  4429. Researching, as usual. The charts don't make themselves, my friend.
    2
  4430. This wouldn't mean as much, but you've been around this channel for ages, and it matches experiences it seems we're almost all having.
    2
  4431. You bet!
    2
  4432. That's exactly my thinking. Every factory is purpose built around the line, and the line is built around the product. Without a very solid idea of exactly what they're building, they can't start the factory.
    2
  4433. Doubt it, personally. Bitcoin is still climbing while Tesla fell. Investors don't care about it that much.
    2
  4434. The word dates back to 1828 in this meaning. I suspect the greater beef is with the nature of the English language more generally. :/
    2
  4435. So you're saying the bank won't approve my loan if I don't get LoJack? It's a no from me, dawg.
    2
  4436. They're doing the best they can with the cars they got, on the course available. I never blame the drivers.
    2
  4437. I appreciate the kind words, thanks for watching!
    2
  4438. You assume I'm wearing pants. That's a very charitable assumption on your part. ;)
    2
  4439. Thanks for sharing your thoughts. FYI the Model Y still has stalks. I've never had a need for a button I can't access with a voice command without taking my hands off the wheel. One pedal driving is a matter of taste. I found it took me 10 minutes to get used to, and I vastly prefer it now.
    2
  4440. I don't see a need for two matching factories effectively serving the same markets. They'd need to be making different things.
    2
  4441.  @timboatfield  That's a solid point. I never asked before because until a week ago, my audience was just too small, but it sure feels like I've passed an inflection point. We'll know better in a week or two. ;)
    2
  4442. We're not everyone's cup of tea, and that's okay.
    2
  4443. Totally fair.
    2
  4444. Some of them did, but we were all just having fun.
    2
  4445. The fibs of fossil fuel strikes again! Nothing could be further from the truth.
    2
  4446. Batteries are heavy.
    2
  4447. Neat!
    2
  4448. Not even a pose, this is just from before we started the show.
    2
  4449. Yes we do!
    2
  4450. That one definitely struck me as beyond odd. Elon does a lot of things in the open that he criticizes Soros for allegedly doing as well.
    2
  4451. I've heard that for years, but it was Lucid or Nikola or Vinfast. Math doesn't lie. This has more red flags than a red flag store on BOGO red flag day.
    2
  4452. I haven't seen a correlation between the statements and the stock price.
    2
  4453. The hell's gotten into you today?
    2
  4454. Wow, thanks! I really do think I get the best out of him.
    2
  4455. I've heard that as well. Bavaria seems to have the Texas vibe where they're their own thing.
    2
  4456. You can argue that, but a sales team could absolutely market such a system to other companies, and sell it for less than what others are paying to license their current enterprise solutions. I would absolutely buy into that IPO at the right price.
    2
  4457. This was a one car recall. I don't see how it can get smaller than that.
    2
  4458. They can't because it's not something any of those chuckleheads know the first thing about.
    2
  4459. @plutoplanet4275 The other problem with going down to $30-35k is that Fremont doesn't have the capacity to meet the level of demand that would be likely to generate.
    2
  4460. Yep. About 10-months now I've been going midweek. Monday morning is still pretty close to the weekend though.
    2
  4461. I have. I've made several videos about it. Here's one with contributions from retired veteran auto engineers: https://www.youtube.com/watch?v=LSV8JWaY1z4
    2
  4462. I use it to allow shallow fools to self-identify. It saves a lot of time.
    2
  4463. You should workshop that joke before taking it to open mic. It doesn't work. I think what's missing is the element of truth.
    2
  4464. Welcome aboard! Dillon does really great work, and it's very different from what I offer. But like he said, there's room for all of us in the Tesla space.
    2
  4465. The union gave them those contracts, but you're blaming everyone else. That's not the best strategy.
    2
  4466. Interesting.
    2
  4467. I've been there. I was so distracted by the booster I didn't even know there was a charger.
    2
  4468. Exactly!
    2
  4469. You bet!
    2
  4470. Likely paying less since they built their own batch plant and the delivery distance is so short.
    2
  4471. Sounds right
    2
  4472. Public transport vehicles take abuse. Pot holes cause damage. Things wear out. There are a bunch of Crown Vics and Priuses out there with 200-300k+ miles on them, but the overwhelming majority are long gone by 150k. These will still have life, which is why I assumed the residual value of 25%.
    2
  4473. Max is 5'8". I think he'll be okay.
    2
  4474. He's definitely got a better look. Unfortunate that it's enough to make him rich for doing nothing.
    2
  4475. Makes sense! Like when people say a Taycan corners better, a Sapphire is quicker off the line, and Silverado has more range... great, Frankenstein them together and lemme know how it works out.
    2
  4476. Some electronics last better than others. Those electrolytic capacitors definitely have a finite lifespan.
    2
  4477. Hotel lobby, actually. Hence the background noise. Still nice though.
    2
  4478. I flew over 1,000 miles four separate times to see it, and have to agree it was worth it.
    2
  4479. That's very specific. How did you arrive at that number?
    2
  4480. Pretty sure that's right.
    2
  4481. The road to the poorhouse is paved with the cadavers of shortsellers.
    2
  4482. Nice!
    2
  4483. Much appreciated! I hope my quality is improving as much as I think it is, but man is it a lot of work.
    2
  4484. I didn't forget. They weren't included in Kia's big presentation. 😔
    2
  4485. Got to do a pair of drives yesterday on 11 and 12. What an upgrade!
    2
  4486. That's my understanding. They do make a profit, though a small one, and they're doing so while continuing significant expansion.
    2
  4487. Glad you enjoyed it!
    2
  4488. To get monetized in the first place you need 1k subscribers and 4k hours of watch time during the past year. Once monetized, you can expect to earn well under a penny per view. To get an idea how much, look at SocialBlade.com and type in the name of a channel (ideally a very small one) to see a range. It only provides a wide range, and even then channels often fall outside the range. Bigger channels typically overperform those estimates while smaller ones may underperform. It's pretty eye opening.
    2
  4489. This was requested a while back, and the more I looked into it, the less it made sense. The problem is that it would add confusion and uncertainty. The interior track is more about averages, and I suspect that if I started calling a square "fully counted" viewers would look for clues as to whether or not any particular section is genuinely at 100%, without considering that others hit 100% weeks or months ahead of time. My math says completion around the end of December, and that's likely to slip significantly, since 100% can't be hit until months after the last wall goes up. Will work still be underway inside in January or February? Yeah, probably, but the way Tesla works, it's as likely to be undergoing constant change for years to come. We will start seeing models rolling off the line before my tracker says it's done, but that's because of the ocean of difference between "done" and "done enough". Hope this makes sense.
    2
  4490. Near Cape Canaveral.
    2
  4491. Thanks! I'm really trying to increase quality leading up to my road trip. In August I plan to give the channel 30-straight days of full-time dedication to try to achieve critical mass. Thanks for your support and encouragement!
    2
  4492. Thanks, we had a great time in Flachau too!
    2
  4493. I invited a bull to talk about DOWNSIDES. This is pushing him to explore the other side, and there's value in that. It would be like asking a Corvette fan to explore the shortcomings. You can get some interesting answers there.
    2
  4494. Frustrating, right?
    2
  4495. It's migratory.
    2
  4496. Rage is easy. Creating something unique and compelling while focusing on the good is difficult, and seldom sells as well as doom.
    2
  4497. That would be a funny explanation.
    2
  4498. Have I?
    2
  4499. Me too. 😐
    2
  4500. It's my favorite part of it, really.
    2
  4501. A single MegaPack is over $2m, so it's not the right tool for the job. Overkill.
    2
  4502. I only learned about this recently, but it's very real. BNSF specifically chose to cut spending on auto carriers, which has created a problem. If the manufacturers are having issues with it, they need to get on the phone and raise hell. A hidden advantage for Tesla is that every railcar that brings Midwest cars to Texas is then empty and available to take Teslas back up north, which they seem to be doing.
    2
  4503. I also can't understand this logic. If your objective is to be noticed (it is, that's why so many contractors put the name of their company on the trucks,) why wouldn't you want the most noticeable vehicle available, provided it does the job.
    2
  4504. Lol.
    2
  4505. Discussion about this coming tomorrow.
    2
  4506. There's good stuff in there!
    2
  4507. You can swap 15 batteries in an hour, but can you also charge 15 batteries in an hour? If each station only has one stall for the swap, that 4-minutes is slower than a charging station that takes 30-minutes, but has 8 open stalls. This would work great on off-peak times, but over a busy holiday travel weekend, 4 cars ahead of you means it would be quicker to just fast-charge somewhere else.
    2
  4508.  @timboatfield  Clarity is never a fail. If we're talking about a bunch of things in centimeters and the final number breaks a meter, it's still correct to say 1,100 cm. Remember, you can't say pedantic without saying dick. ;)
    2
  4509. Competition drives innovation and cost reduction.
    2
  4510. Psh, big deal! He gifted me with a fresh, organic, locally sourced Teslap!
    2
  4511. Fixed, thank you!
    2
  4512. Agree entirely.
    2
  4513. I have ultraconservative cousins who love trump and Elon. They will never buy a Tesla.
    2
  4514. Most plausible explanation.
    2
  4515. NIO will have to build a factory in North America, or they'll be hit with 28% import tariffs. That will take at least two years from groundbreaking. By then the entire landscape will have changed. NIO is a quality builder, but that's too far in the future to consider today. We don't even know what their expansion budget will look like.
    2
  4516. I suspect they will soon be surpassed, but only by DOJO 2.
    2
  4517. THANK YOU! Got it fixed. What a goof up!
    2
  4518. It's a fantastic question, but as much as I've tried to come to an answer, it keeps escaping me. The more bots that come, the more urgent it becomes, but the higher percentage of them are Tesla bots, the fewer shares you need.
    2
  4519. You don't have to guess. ;)
    2
  4520. 11 if you count actual construction. Add the planning phase into that and it's closer to 26.
    2
  4521.  @tedmoss  Lies and hyperbole sell. I avoid that as much as possible, and it costs me. Very few channels survive as long as mine without resorting to the clickbait, and I'm desperately far from prospering with my approach. :(
    2
  4522. This is my belief as well.
    2
  4523. Indoor farms also don't require pesticide.
    2
  4524. Current employees. Nobody is triggered about a company making 6k cars partnering with a company making 7k cars. It's a logical fit. They both stand to benefit and nobody (apart from maybe them) stand to lose.
    2
  4525. Very cool!
    2
  4526. It had an impact. I felt it deserved it.
    2
  4527. Tesla said the stacks have been merged since 12.5.
    2
  4528. The AI would have to run it, and that alone is why humans would never back it, no matter how good it is. :(
    2
  4529. Crazy, right? I used to consider these agencies the gold standard. The sharpest minds in the industry. Nope, just another greedy batch of elites looking out exclusively for their own best interests.
    2
  4530. I know, right? That lidar company stock surged 20% after Mark's video but it's still down 95% from its all time high. An account with tens of millions of subscribers can really pump a penny stock. Unless you meant me, but a channel 1,000x smaller trying to move a company 1,000x bigger would be a pretty ridiculous thing to believe. I'd be flattered, but that's not how it works.
    2
  4531. The cost efficiencies of high volume production have yet to be realized. These should wind up cheaper to produce.
    2
  4532. Worth noting Xiaomi doesn't assemble their own cars, but the deal they're getting appears absurdly sweet.
    2
  4533. That's a solid observation. Yeah, that's exactly what it is!
    2
  4534. That's getting awfully close to reality.
    2
  4535. When my kids were little, my sister's husband complained about the problems in their beautiful lakeside neighborhood. Sometimes early in the morning when the lake was calm, guys would get out on the water and go for speed. That's loud! And a lot of times they had to deal with bicyclists on the road because people who didn't even live there would park at the grocery store at the top of the hill and go for a ride down by the lake. The horrors! Can you even IMAGINE being stuck in a neighborhood so desirable that people come from miles around just for a taste of what you have every day?!? Meanwhile, our neighborhood was on the other end of the spectrum. We would only hear gunshots maybe 3-4 times a year, but it was near the airport, so helicopters were a more than daily occurrence. I didn't share my complaints with him. I just let him have his bitterness, but boy did it stick with me. I would just picture him whining "My gold is toooo heeeeeavy..."
    2
  4536. I can't go back to driving myself around.
    2
  4537. Autopilot has been a well understood term in aviation for over 100 years. It has never meant the pilot isn't responsible, and in full control. It's an aid to the pilot, but they must remain attentive just the same.
    2
  4538. Yeah, I was overdue for a trim. ;)
    2
  4539. I'm very curious to find out myself!
    2
  4540. The good news is that batteries appear to still be improving across all metrics. Energy density, charging speed, and cost should all continue to improve.
    2
  4541. It's my heater turning on or off.
    2
  4542. 7-seat Model Y LR.
    2
  4543. The overhang creates a vortex. That window will be wet.
    2
  4544. You know it!
    2
  4545. Is that high or low? I know it's off, but it's impossible to know in which direction.
    2
  4546. You got it my friend!
    2
  4547. Thanks for watching!
    2
  4548. Really don't need it though.
    2
  4549. You joke, but even if you were serious, this wouldn't even be the dumbest comment of the day. I showed the report and provided a link so the ding dongs can see it for themselves. Not everyone knows how to read an engineering report, but I can't let someone pretend it's falsified when they clearly have zero capacity to dig through it.
    2
  4550. I shall consult the oracle.
    2
  4551. Plaid delivery was scheduled with 2-weeks notice, but 5-days before it was supposed to happen, it was bumped out another week. They've done unpredictable things like this before.
    2
  4552. Awesome! Thank you!
    2
  4553. Correlation is DEFINITELY causation!
    2
  4554. I don't trust human drivers, but they're everywhere. If cars were invented today, nobody would allow them to be operated in public.
    2
  4555. I see it more as looking for a silver lining than ACTUALLY wanting it to go down.
    2
  4556. Even if half the market disagrees with you, that's over 7 million buyers a year in the US alone who don't mind.
    2
  4557. Yup.
    2
  4558. Caves do have good parking, got me there.
    2
  4559. Before month end, of course. The answer is unlikely to help someone know which way the stock is headed.
    2
  4560. It's exciting to see the effort, but it won't matter quite as much until they get to positive margins.
    2
  4561. A fair point. While Optimus won't be barreling down the interstate, it could accidentally cause a household or workplace hazard. Fire comes to mind.
    2
  4562. @Seth von Dardel The media doesn't bash Tesla? Not sure which media you're watching, but it's very easy to find nonsense hit pieces from every major news network about Tesla.
    2
  4563.  @sethvondardel5863  Ah, gotcha. I read it backwards. My apologies. :)
    2
  4564. @rogerstarkey5390 Mo is no fool. He's been around on this channel for ages.
    2
  4565. Or whine less. Why would someone watch something they claim to hate?
    2
  4566. Thanks, will do! Though I'm not sure there are many who would like me to narrate their, well, anythings. :/
    2
  4567. It's called marketing, my friend. Smile, be as pretty and charming as you can, make the interview great. At least that's what I was doing. ;)
    2
  4568. VTOL has no margin for error, and there are dozens (maybe hundreds) of single failures that would have catastrophic results.
    2
  4569. Tesla removed shift stalks years ago in the Model S and X. Hasn't really been an issue.
    2
  4570. @JZainbear How do you change gears if the shifter malfunctions? Any part is subject to the possibility of failure.
    2
  4571. You found an error in the tracker, so thank you for that! The roofed sections were being double-counted as footings, so this revises the estimate down by about 3%. Look for the revision next week, and thank you for having such a keen eye!
    2
  4572. @N. Bruce Nelson. Yep! And that's no accident. They think it's the best option.
    2
  4573. There are endless boring Tesla channels out there, and you're annoyed at the 1% that actually try to keep it fun? Maybe this channel isn't for you. If my boss tells me to tone it down, I'll do it, because he signs the checks. But as the legendary country singer Charlene Tunt likes to say, you're not my supervisor. ;) The voice is the one I was born with. While I also wish it was deep and rich and velvety, it is not. That's what I got.
    2
  4574. My pleasure
    2
  4575. First one to mention it.
    2
  4576. I don't know the basis for his claim on the castings and battery. I never had information that would confirm either of those were definitely in the works, and it was clear they hadn't completed the new casting area in Fremont (should be online within 6-months.) So he was right on those two elements, but still wrong overall. I don't believe his conclusion was based on information, but a lack of information. I've been wrong on calls due to a lack of information too. I think we all have. The bigger issue was the backlash I got (and still do to a greatly diminished extent) from his fans who were passionate defenders of his conclusion.
    2
  4577. That was supposed to come out last year.
    2
  4578. I already made a whole video about it. https://youtu.be/JaoOePaq6vE
    2
  4579. Search up "LCOE by energy source" and you'll see the charts. Wind and solar are both extremely cost competitive.
    2
  4580. The rules were already in place a year ago when it was announced, so I'm not sure that's it.
    2
  4581. So good for a few hours and then straight to the trash? The analogy is self-defeating.
    2
  4582. I've yet to meet a Rivian owner who is remorseful.
    2
  4583. Gotta start with a clean sheet. Build an EV, not just a car the happens to be electric.
    2
  4584. You bet.
    2
  4585. What's your deal there bud?
    2
  4586. Thanks! In the early days of the channel I got some complaints, but I guess it was more about finding my audience than finding my voice.
    2
  4587. I had to read this to the boys. They were surprised anyone knew what that was. They forgot that I'd added them to the main comedy channel.
    2
  4588. Not most, but enough to remain wildly profitable.
    2
  4589. @Alan May Yeah the Hilux is a real beast. A couple percent of them are still on the road, and will keep chugging along with proper maintenance and periodic overhauls. If anyone still has one, they're likely to keep it for life. Same is true for 50s era Chevys, but I wouldn't want one for my everyday driver. If you're still betting the 4680s aren't going to outlast even the 90th percentile of ICE engines currently in production, you may want to check out The Limiting Factor's series on the topic. The notion that batteries in cars die as quickly as they do in phones was debunked many iterations ago and even the loudest critics claiming battery degradation have fallen silent in recent years. Innovation never stops. Technology snowballs no matter what, but it gets pretty exciting when there's enough money in it to make every car company change course in just a few short years.
    2
  4590. The point is not to strike at all. Contracts expire on an extremely predictable schedule. The vast majority of labor contracts are resolved without a strike. When the date is coming up, you start talking. As the date approaches you roll up your sleeves and get serious to prevent hurting the employer AND the workers. It's clear the UAW wasn't going to accept an offer without a strike. Their objective wasn't the best deal, but to cause the biggest scene. I'm an (almost) all-in investor in Tesla. This strike dragging on helps my portfolio, but I STILL don't support it because I'm not a callous, heartless monster. I don't want to see workers hurt. This is hurting workers and there's no sign that it will stop. As for the inflation argument, it's already in the contract. That's been offered, but Shawn won't let workers vote on it because he's not feeling any pain. The workers feel pain. The investors feel pain. The companies feel pain. Not Shawn though.
    2
  4591. I support a lot of companies, but it would take a pretty special one for me to invest.
    2
  4592. Great question! Top spec Cybertrucks require high-nickel chemistry batteries, which are not used in MegaPack, Powerwall, or any of the standard range models. Those are all LFP. The semi uses Panasonic/Tesla 2170s made in Nevada, while the CyberTruck is designed for 4680s, with no indication yet they have a 2nd variant that can use 2170s.
    2
  4593. I feel like 12" could be doable while maintaining tortional rigidity, but I'm sure these are known obstacles.
    2
  4594. Sloped windows don't need it because the airflow takes care of it. This rear window is not only steep, but has an overhang likely to create a vortex. Cars with steep rear windows generally have wipers.
    2
  4595. It did indeed kick it to my "Held For Review" tab, where I manually approved it. Yep, it's a blocked word.
    2
  4596. No one knows for certain.
    2
  4597. No, there are endless Chinese businesses in the US. No roadblocks there. It's likely the high label and threat of UAW interference.
    2
  4598. Glad you enjoyed it!
    2
  4599. Our pleasure!
    2
  4600. That would have been a winning bet. Only off by 91 cars. Morgan Stanley was off by 4% while I was 100x closer to the actual figure.
    2
  4601. You're bad at this and you should stop. Tesla has met or EXCEEDED specs on every model released. What they miss on is timeline and launch price. The prices always come back down after the initial demand surge is met. Toyota can't compete without access to batteries, which also means access to raw materials. They have squandered the 20 years since this market shift became apparent, and now they're blaming China for having all the good contracts. Of course they do, they were the only ones aggressively pursuing them. Toyota isn't doomed, but their road ahead is going to be increasingly difficult as they move forward with FOUR different drivetrains. That's a poor strategy.
    2
  4602.  @timboatfield  Your hostility is misplaced. Maybe tone that down a smidge.
    2
  4603. I'll take it.
    2
  4604. Much appreciated!
    2
  4605. The huge door makes all the difference. Super easy to get in and out.
    2
  4606. Whoever convinced you of this doesn't have a very high opinion of you.
    2
  4607. Editor figured it out. It's audio on the damn subscribe button. Fixed moving forward.
    2
  4608. Floor space including upper floors. Footprint is smaller.
    2
  4609. There's always the next one!
    2
  4610. Good choice!
    2
  4611. It was a bit much, right?
    2
  4612. Awesome, thank you!
    2
  4613. LUCKY DUCK!
    2
  4614. Your hostility is out of place. Kyle drove thousands of miles across China. He can only share his own experiences. Maybe try a different approach there.
    2
  4615. Paint scratches a whole lot easier.
    2
  4616. We haven't seen plans for a MegaPack factory there yet, and it doesn't appear to be part of Phase 2 in Berlin. They're much smaller, so they don't need to be built at the auto plants. I imagine we'll see them on every continent where there's a grid soon enough.
    2
  4617. I'm pretty sure that's right.
    2
  4618. I had to remind someone today that I've always been here to analyze the company, not drive the cars. While some of the bigger name channels spend all their time telling you what it's like to own and drive one, they often know painfully little about the factories, the underlying technology, or really even the company itself from a fundamental level.
    2
  4619. Build the car? Heck, we haven't even built the FACTORY!
    2
  4620. That's the problem right there. The original video got millions of views, and it wasn't accidentally wrong, but intentionally wrong. They knew they were being deceptive to push an agenda. The debunk comes along and actually shows the cars, tells you what they are, and provides enough information to actually understand the context, and it gets 95% less exposure. We need to use our critical thinking abilities better. Not "we" as in you and me, it appears we're both fully capable of it, but "we" as in the kneejerk reactionaries who propped up the initial nonsense because it felt right, and was easier than stopping for even a minute or two to look at the details.
    2
  4621. So glad!
    2
  4622. All cars. All THINGS really.
    2
  4623. Dagnabbit!
    2
  4624. No idea.
    2
  4625. No autonomous system gives as much feedback ad Tesla. More would be cool, but I don't see it as necessary.
    2
  4626. Has science gone TOO FAR?!?
    2
  4627. Hadn't considered that.
    2
  4628. Sank the Titanic, for one.
    2
  4629. I asked the editor to put "Vistiq Pics" in the thumbnail, but I'm guessing he didn't get the joke.
    2
  4630. Mine will do that, but it won't pull into my driveway.
    2
  4631. Sure they can.
    2
  4632. Every leak I've ever shared has proven true. If you think magically the vetting process is going to collapse after years of using it, you would benefit from looking a bit closer at the channel.
    2
  4633. Dollar Tree has a better spice selection than the richest kings from not so long ago.
    2
  4634. Early on, maybe not, but ever since the Hindenburg Research report it's been excruciatingly obvious. Before I even buy a $30 item from a company I don't know, I look up their name + scam to see what results come up. It's usually just whiners blowing normal complaints out of proportion, but when there actually is an issue, it's immediately evident. Now imagine not even considering that much effort before investing 10s or 100s of thousands. Lives will be ruined over the money lost in Nikola. The handful of pumpy-dumpers driving new investors to prop up their own diminishing portfolios have a special place in hell.
    2
  4635.  @Jonn34768  I don't trade options. While I can make long term guesses with enough confidence to outweigh the risks, I have no idea what good or bad news is just around the corner waiting to upend my investment, and markets can be very irrational. Nikola's market cap is now small enough they could be bought out by a bigger company and that would stop the freefall dead in its tracks. They could release a prototype sufficiently advanced that they'd actually let people examine it. They could announce some big partnership. Anything could happen to make it move either direction.
    2
  4636. But I can spell 80085, which is widely regarded as better.
    2
  4637. I appreciate that!
    2
  4638. It's this or nothing. He's not a YouTuber, just an expert in the profession. He doesn't travel with studio gear.
    2
  4639. Speculation has value. The comments overwhelmingly weren't speculation, but viewers asserting facts, many of them contradictory and mutually exclusive, without evidence.
    2
  4640. Glad you like them!
    2
  4641. Yes I am! I was only thinking "what's the MINIMUM to hit 100M cars by 2032" and it came out to 39%. I don't think we'll hit 25-30m by 2032, but we won't have to to hit 100M Teslas on the road by then, since it will ramp quicker before that.
    2
  4642. Who said they'll have paint?
    2
  4643. I suspect that's addressed by the cementitious roof, which adds a lot of rigidity. I'm confident they've employed enough of the right engineers to ensure it's sound.
    2
  4644. With 25 days to go, we're running awfully lean on time to get it announced. We haven't even heard which factory (or continent!) it's going to be held.
    2
  4645. China sales are booming.
    2
  4646. YouTube periodically purges subscribers. I don't know why and it's not unique to my channel. They're not people who unsubscribed, but people who found that they had been unsubscribed automatically.
    2
  4647. I imagine I will be on the way back.
    2
  4648. Aptera has a few key advantages. Side-by-side seating is a big one, and so is the closed cabin, but the biggest factor is probably the gorgeous design.
    2
  4649. Happens to me too. Who knows what sets it off.
    2
  4650. I hope you're tight, or I'll be waiting years to get mine.
    2
  4651. Without a doubt.
    2
  4652. You bet!
    2
  4653.  @ProgressiveVegan  That's my hope. Glad you agree with the strategy.
    2
  4654. It's all in my Roth already.
    2
  4655. We heard this sentiment a lot from 2012 to 2019, while analysts were ignoring all the progress they were making. Same was said about Microsoft from 2000 to 2019. The longer it takes to load the spring, the higher expectations I have when it pops.
    2
  4656. Everyone benefits from EVs, not just those who buy them. Reduced noise, smog, cancer causing fine particulates, and dependence on the resources of nations that are genuinely evil are the additional benefits. I can see no reason to prolong that madness. You could put tens of thousands of EVs on the road just from the cobalt burnt in gas refineries each year, and infinite EVs using LFP chemistry, because they do not use ANY conflict minerals.
    2
  4657. Tesla ISN'T the only game in town. It may feel that way, but there are dozens of companies around the world now competing for that top spot. BYD makes their own batteries and chips, which gives them an advantage. VW and Ford are building all new factories we wouldn't have seen without these requirements hanging over their heads. I responded to your comment in the newest video on the channel. I hope you appreciate the thought and effort that went into it.
    2
  4658. But then what would you comment?
    2
  4659. It's all in the cloud. They may not natively have the skills for your factory, but they could download it once any of them know the process.
    2
  4660.  @srikanna4597  It's a very, very hard industry to break into. :(
    2
  4661. Wow, thanks!
    2
  4662. Excellent distinction.
    2
  4663. I have a weekly one-minute version of that on Patreon, which also runs on Best In Tesla. Working on this week's video right now! ;)
    2
  4664. That's normal. Look sty every companies boards of directors.
    2
  4665. I don't think that's the sort of thing that gets a press conference anywhere.
    2
  4666. Oh thank you!
    2
  4667. We won't see any LFP on US models unless the cells are made domestically. Tough to say for other markets.
    2
  4668. What's crazy is if you put something inarguably true after that, people will still argue. Tall? Well I've seen taller! Rich? Yeah, but it doesn't count because reasons! No winning with some folks.
    2
  4669. We do it so you don't have to!
    2
  4670. Big thanks
    2
  4671. Means a lot to me, and I work hard to live up to that expectation.
    2
  4672. Is she?
    2
  4673. Appreciate you being here, Calvin!
    2
  4674. Now THAT is a dedicated troll. Jeebus on a cracker, bud, you got sort out whatever led you down this path because your anger is going to eat you up from the inside.
    2
  4675. Same way you operate a MegaPack without a service plan. You don't. It's too early to know the plan (and they haven't told us, and won't take questions,) but it will be interesting to see.
    2
  4676. It's easy to overlook Chinese technology in the US since so much of it is banned or as good as banned.
    2
  4677. Some of the mods you see on them are pretty sweet, though for the vehicle class, I preferred the styling of the Vega.
    2
  4678. Russia's geography is a big part of the problem. Berlin can serve Eastern Europe about as well, and they're kind of landlocked. He doesn't need Roscosmos anymore. That ship sailed before the Falcon Heavy debuted. They mocked him so he ate their lunch. Regulations in India may be the deal breaker, but they have giga shitloads of steel and aluminum, and that's easily over 30% of the car. If India wants it, they'll make it happen. If they don't, nothing can bring it to life.
    2
  4679. Which fanboys have ever misunderstood that?
    2
  4680. I made a whole video about it. The C02 will be entirely offset within months of opening, and will reduce emissions by the total every week or two once ramped.
    2
  4681. No worries!
    2
  4682. Glad you like them!
    2
  4683. A month ago I'd have disagreed. Now though? Not so much. If Texas isn't first, it's going to miss the finish line by maybe a couple weeks. They're just moving forward so quickly it's insane. Though we can't see what's going on inside of Giga Berlin, so maybe that accounts for our perception.
    2
  4684. It's a lot of work coming up with a new angle others haven't covered. Would have liked to find more source material to illustrate the conclusions, but there are only so many hours of prep you can justify before it's just time to yell ACTION!
    2
  4685. SpaceX landed their first rocket 9 years ago. WHERE is the competition? Why isn't everyone doing this already?
    2
  4686. Exactly. This number will sharpen over time, but on sheer production volume, isn't likely to move the needle much.
    2
  4687. He was always a good-looking dude, but the new lighting really does him justice.
    2
  4688. Appreciate that!
    2
  4689. Lucid, BMW, Mercedes, Audi, Porsche, Tesla, Genesis, Lotus, and Cadillac are all competing for the same segment of the market. From that list, only Lotus and Lucid are in a position where they may not be able to honor warranty repairs when things go pear shaped.
    2
  4690. Need me another fix!
    2
  4691. They wrote the law.
    2
  4692. Haven't had the time to check out enough Silverado coverage. I've been trying to get GM to take my calls, but they are incredibly slow and either don't like me, or are dreadfully bad at their job.
    2
  4693. Their weight issue is almost entirely due to the LFP chemistry used over NMC. The energy density is lower, but still improving. If all EVs in China used NMC there would be a global shortage.
    2
  4694. Interesting!
    2
  4695. Because he achieved the impossible. That was the deal. There was no stipulation that he couldn't buy or engage in other businesses.
    2
  4696. Panasonic is Japanese and makes batteries. They only chose not to ramp production and secure the supply line because there were no Japanese companies looking to build EVs.
    2
  4697. I've been right about every company I've covered. It's possible this is the first one I miss, but it's vanishingly unlikely, and every quarter the news just gets worse. Go look at their cash burn. It's shockingly bad.
    2
  4698. I'm glad it's your thing. Welcome!
    2
  4699. If I was in charge, I'm not sure what I'd do... shoot myself? Maybe. They have serious problems with the cost of manufacturing AND demand, and that's a terrible mix.
    2
  4700. Thanks 👍 These videos never perform well on the channel because so many of my regular viewers know the majority of this stuff already, but when you get a crowd that's new to EVs, it's really valuable.
    2
  4701. When you put it that way, I bet you're right.
    2
  4702. Fair enough.
    2
  4703. Hot damn, Vern. This is maybe my favorite comment of the day. Yeah, you're right. Build as many cars as you want, but if there aren't enough batteries, the whole thing shuts down. You can source them from Nevada or the Kato Road facility, and that's a fine band-aid, but they will REQUIRE them on site to actually produce at full throttle. I appreciate your input!
    2
  4704. I'm on with Sandy and Jordan around 3pm.
    2
  4705. I share your doubts.
    2
  4706. You don't "have to" do anything. They're better cars, generally speaking. I'm sure you can still find a few gas models that beat out some electric models, but on balance, they're just plain better. Cheaper to own, more fun, easier to drive. They're just great.
    2
  4707. I am. I bought most of it far lower, and some of it higher. There's only so long the share price can be held down.
    2
  4708. They'll find me soon enough, but lucky for us the shorty-shorts who've been so heavily invested in FUD have largely lost their butts. Not much budget left to finance skepticism anymore. I don't mind doubters. It's important to see all sides of an issue. The problem with those guys is the ways in which they would just make stuff up. Battery fires are an order of magnitude (at least) less common than gasoline fires, yet they somehow always made the news. With a million of them on the road, those stories get a lot quieter.
    2
  4709. That was their only way to cook food and stay warm. We may have developed a technology or two that could mitigate those concerns. Don't get me wrong, those still caused cancer back then, but they had no other option. We have options. Not using them is batty.
    2
  4710. This video was made before they stopped production on the BEV in favor of the as-yet unfinished and untested FCEV. They just sold their unfinished hydrogen hub. Maybe that gets them a few more weeks of cash, but they're hurting.
    2
  4711. SpaceX shareholders are unlikely to have interest in that company merging with any other company. It's worth far too much the way it's run now.
    2
  4712. Resistance. You can already get gaming steering wheels that do this.
    2
  4713. I was also mistaken about the recyclability of cobalt from petroleum refineries. It's a big customer, but it isn't consumed in the way I thought. It can be reprocessed. The biggest thing is that the world is likely to move away from cobalt for automotive batteries, at least for most models.
    2
  4714. The speed limit on the San Antonio Expressway (between Giga Texas and Starbase) has a speed limit of 85mph. 90 won't even get you a ticket.
    2
  4715. Great if you're right, but for those looking to jump in, missing the bottom can hurt when they miss it.
    2
  4716. How much are you down at the moment?
    2
  4717. An excellent question! China's NEV credit system is complicated, and it doesn't appear they enforce shortfalls. The targets set in 2017 and before have all been exceeded in terms of adoption and efficiency, with only battery cost and energy density falling behind in some years. In other words, it doesn't appear that the NEV credits have a direct monetary value in China the way they do in other countries. Also the Wuling Mini doesn't get enough range to qualify for credits, since the minimum for considering is 250km, which is about double the range of the base model, and still 50% higher than the long range version.
    2
  4718. I mean, right? It's gotta be a top secret ice cream truck project. You heard it here first!
    2
  4719. Good news, they're having a fire sale. Get 'em while you can.
    2
  4720. We're not going to be able to do the Plaid Day portion anytime soon. There were drivers who chose not to respect the insurance guidelines, and that creates millions in liability.
    2
  4721. Thank you kindly!
    2
  4722. They should be, but they really aren't. Maybe they're asleep or on an extended vacation. Can't tell, but their level of alarm appears much too low.
    2
  4723. Great question! I'll address this in the next update.
    2
  4724. I don't know if you need one for a closed track. Was he driving it on public roads?
    2
  4725. Thank you too!
    2
  4726. $2-4b as a starting place.
    2
  4727. Proved to be true, and a hit to the stock indeed.
    2
  4728. My connections within the lapine community may not be as robust as yours.
    2
  4729. Possibly.
    2
  4730. Glad you enjoyed it! Hope it came out as tidy and succinct as I hoped. I left everything in except the applause and pauses.
    2
  4731. He said that without having spoken to any of the suppliers or engineers. I've interviewed a dozen people from those two camps, including 4 of the lead engineers who designed the Cybercab. Cybercab can't be built on the existing 3/Y lines. That alone should put such speculation to rest.
    2
  4732. Welcome aboard! The algorithm gods have yet to bless me with any miracles. Most channels you see get some lucky break very early on, because without that, they just don't survive. Nothing worse than YouTube finally showing you something interesting from a high quality channel (I watch a fair amount of history stuff,) only to discover they gave up 2 years ago because they couldn't find an audience. The good fortune I enjoy comes from those of you who have found the channel, and find value in what I'm able to offer. Thank you for that.
    2
  4733. Appreciate you, always a pleasure to bring the latest news from the EV world!
    2
  4734. They will be able to, yes. The law was originally written in a protectionist manner, but that was quickly thrown out because it violates most of our trade agreements. It doesn't matter who owns the company, only where the car and its parts are built. That's why VW is building an EV plant in South Carolina, and Kia is expanding their plant in Georgia. The Ford MachE is built in Mexico, and qualified for the credit.
    2
  4735. I misspoke. It was the 911 which, despite HUGE changes under the skin, has maintained the same design aesthetic since introduction with only small changes in any given year.
    2
  4736. They kissed up, and asserted that they will continue adhering to the existing trade pact, while gently reminding that it would cause them severe harm. You know, diplomacy.
    2
  4737. Yeah, I get that. Especially since sometimes the progress will only be evident in one or two areas in a single day, and if you blink you might miss it, but doing a full week of before and after with notes makes it a lot easier to see. I honestly wonder why no one (including myself) thought to do it sooner.
    2
  4738. I'd have to double-check, but I think the claim was that Mary was leading the entire industry, which would mean the world. She really should have walked that back rather than accepting it at face value.
    2
  4739. It's about as effective as my boycott of mascara. I'm not their target demographic, so it doesn't really work. There are car buyers I know who have had Teslas who are done. Those are the ones we should be considering.
    2
  4740. Sadly no. I've yet to see a launch of any kind, but I definitely want to. The risk of it not launching while I'm there would be too big for me to consider.
    2
  4741. I don't know. I honestly don't even have a guess. I've read the Model Y may be the first model produced, but the only constant with Tesla is change itself. They may delay the Y while waiting for Berlin to come online and perfect the structural battery pack. The steel plant for CyberTruck will be coming on line mid-year, and since it won't require a paint shop, it's entirely possible we see work on that model first. Regardless, I'm saying we will see SOME production this year, though I'd guess in Q4.
    2
  4742. It would be the slowest in history, but an engineering marvel just the same. Maybe walk over and steal a bolt while they're working and see what they do.
    2
  4743. Way ahead of you, my friend! ;)
    2
  4744. I agree with all of this, except the 2.8 million by 2024 part. Tesla has already delivered over 2 million and appear to be around 1 million run rate before Texas and Berlin are producing. I'm confident they'll be well over 3 million by the end of 2022.
    2
  4745. Quite the opposite. If the backer of hydrogen as a transportation energy medium had pushed it a lot harder and a lot earlier, they might have stood a chance of it being a decent intermediate system while waiting for batteries to get good. Batteries have gotten good, so hydrogen has expired before it even got off the ground.
    2
  4746. You rock!
    2
  4747. Anybody's guess, unfortunately. It seems pretty inconsistent.
    2
  4748. I don't LIKE to poke fun at anyone. It's just necessary sometimes. Caddy's got their new 218" land yacht Celestiq coming out, and it's got a frunk barely big enough to fit a ham sandwich. That's worth making fun of.
    2
  4749. Not quite, but it's higher than Lucid.
    2
  4750. Might be the case.🤔
    2
  4751. I sent him a message asking if he'd come on the channel for an interview but never heard back.
    2
  4752. Those analysts have the easiest job in the world.
    2
  4753. For sure.
    2
  4754. Cut the price in half and people would go nuts for it. But at that price? I dunno man, it's just not worth it.
    2
  4755. I think that varies widely by state.
    2
  4756. MAY I INTEREST YOU IN SNAKE OIL! USE THE COUPONE CODE SNAKE1 TO GET 90% OFF YOUR 14-DAY.
    2
  4757. Truly a place of wonder. Crazy there aren't more tourists already. You'd think there would at least be a gift shop, if not a hastily thrown together museum.
    2
  4758. 5 seats doesn't work for us. Has to be 6 or more. And also, ya know, the price. Mainly the price.
    2
  4759.  @lockbert99  You're the reason videos like this need to exist. All the evidence is there, and now you've seen it. You can make an informed decision and I wish you all the best.
    2
  4760. Naw, this is Yellow Journalism 101. They cited faulty sources to reach an incorrect conclusion. No one can prove they knew better.
    2
  4761. Hot damn, my friend. I will seriously consider this for next week's topic. Those are fantastic questions and I already know where to find most of the answers. Quick thought, though. Instead of 2 more in China and 2 in Mexico, it would likely be one additional for each, but in two phases on larger property. No need to split them up geographically when there are efficiencies having them next door to each other on the same campus.
    2
  4762. He's comfortable with most people, but I've been fortunate enough to talk with him at a few different events now, and a few more times off camera. The good news is that he seems to appreciate my questions. We should try to schedule a time to visit his shop when I come out there, if he's in town.
    2
  4763. That is exactly the Tesla Way! Sandy Munro tore down a Model Y shortly after launch, then put a newer one up on the lift to look for changes about six months later and he couldn't believe how many changes there were. No other car companies would have made half as many improvements in a full model year update, let alone throughout the never ending development cycle.
    2
  4764. Those cases are very rare and difficult. Not impossible, which is why he's choosing his words so carefully.
    2
  4765. My pleasure!! This is the sort of comparison I would have made for my own benefit before the channel anyhow. At least now I have someone to share it with!
    2
  4766. Gas taxes in the US are among the lowest in the developed world. Eliminating gas tax entirely would still leave it higher than residential charging in most places.
    2
  4767. Last 6 months we've been hearing it will be on the same line as 3/Y.
    2
  4768. She'll be flattered you called her that. That's my wife. She's only 4 years younger than me.
    2
  4769. He's free to call me whatever he likes. Doesn't matter a bit.
    2
  4770. That's more of a sales department.
    2
  4771. It doesn't appear they have yet. Hopefully we hear hood news soon.
    2
  4772. Slay!
    2
  4773. I'm doing my best to address that. 😉
    2
  4774. They must have finally seen my videos from 2022. ;)
    2
  4775. In many places it's a legal requirement. They don't have to be engaged to a particular vehicle, but if there's a 'stuck' situation, there needs to be a backup. My car got stuck twice last weekend trying to leave a fairly new, apparently unmapped Costco.
    2
  4776. Yep!
    2
  4777. Love it. Got picked up from the airport yesterday by Jan from Tesla Fix. He has the RWD 3fresh, and it's fantastic.
    2
  4778. Wow man, thanks!
    2
  4779. Ethically? Always. Legally? Kinda feels like we've reached that point, no?
    2
  4780. Everyone has a point of maximum pain. Every other investor capable of bringing fresh cash to Lucid passed that point billions ago. The fate of the company rests entirely in their hands. That's not an enviable position. Their problem is that the roadmap to profitability has a massive hole in it. The Air has very little hope of breaking even, and the Gravity looks to be a money pit of equal depth. Without a mass market car, they're done. That isn't even in development.
    2
  4781. All correct, by my understanding. The site has 91% of its footings with 11 weeks until the cutoff to have 17-weeks left until the first week of December. Can they get that much done in 7-weeks? Like I said in the video, probably not, but it's not impossible, and we're almost through the rainy season. More importantly is the thing you said. The factory doesn't have to reach 100% for production to begin. The part of the building underway in the SW corner is genuinely massive. They do not need that much space to begin final assembly of the Model Y. Honestly, I don't think they even need that much space for the Model Y and CyberTruck combined. This has a lot of extra capacity. Batteries can be shipped in from Kato Road while the cell plant gets up to speed, but anyhow you look at it, there's light at the end of the tunnel.
    2
  4782. It's going to be a head-turner for a while.
    2
  4783. I get that I can say silly things, but I NEVER offer stock advice. That guy is literally telling people what to buy, and with wholesale disregard for their futures. There are folks who will lose 80% of their retirement because of him. I hope they can seek some recourse, because he's destroying lives.
    2
  4784.  @clncl98506  I mean, you're not wrong though.
    2
  4785. Not just Tesla either. It's going to take a long time to convince taxpayers that it's enough of a priority to establish trails and routes, but it's happening bit by bit.
    2
  4786. If you paid more than about $9/share, you didn't buy their current roadmap, but the wildly speculatively one Trevor Milton offered. If you've watched my videos, you know I believe in their vision, and regularly praise companies for the progress they make. Nikola has no progress. They only have regress. They now offer fewer vehicles than any time since going public, have admitted they have no unique technology, and they're going to face an uphill battle. Their current share price does not yet reflect the reality. If you're holding stock, be aware that there's still a LOT of downside potential, and while there MAY be upside potential, I can't see it. Can you? And no, "it's a good idea" doesn't count. Everyone has that idea. The question is if they can execute. If someone has been telling you to buy NKLA, I would question why they did that.
    2
  4787. I don't see it going that high, and if it does I'd be afraid to see how much it would pull back after that, but I won't be surprised if $650-800 will be the new price floor.
    2
  4788. And what a boring life to never try something new.
    2
  4789. You can do it!
    2
  4790. There will be a show about this over the weekend.
    2
  4791. Thank you! Cheers!
    2
  4792. You could have success with that, if you have a realistic exit strategy. If your strategy is to buy and hold, you may want to look more closely.
    2
  4793. Growing quickly with the best people can be difficult. No matter how many amazing applicants you get, there's a limit to how fast you can get them working effectively.
    2
  4794. Would only need to, what, 5x to get him to a trillion? So that $1,500 would be $7,500. Not quite as exciting, but still a big jump.
    2
  4795. I agree completely!
    2
  4796. Nope. Not even sure what that's supposed to mean.
    2
  4797. It's definitely slower than I'd like at times.
    2
  4798. Hadn't thought about it, but you're right. Most of the holding lots I've seen in the past were butts to nuts, rather than traditional row parking. This is likely because they need to pull them out in an order unknown at the time of parking them. Ford owns plenty of parking lots, so this doesn't seem crazy to me. Detroit is a lot emptier than I'm used to seeing on the coasts.
    2
  4799. Everyone is selling cars. Tesla is able to maintain industry-leading margins, in part due to manufacturing efficiencies, and in part because the software is just that much better. If MegaPack software is even 1% more advantageous, it's going to be cheaper over the long run.
    2
  4800. I don't have birds, those were outside. Pretty crazy to hear them as loud as they were. Pretty unusual here. They were loud enough I could see them on the meter when I was recording. Crazy.
    2
  4801. That would be a hilarious take.
    2
  4802. Lemme guess, highway?
    2
  4803. I know, right?
    2
  4804. We both know that, but the big dawgs get complacent all the time. Tesla doesn't appear to be taking anything for granted.
    2
  4805. To be determined.
    2
  4806. You've been added as a moderator. When you see the bots, give 'em a boop. They keep changing the name of their scam because they know how YT's filters work. As aggressive as I tweak it, it only catches about half.
    2
  4807. There are a number of good EVs on the market that cost less than the average new car.
    2
  4808. Hydrogen IS oil. Nearly all commercial hydrogen comes from reformed natural gas. Green hydrogen can't compete on price and never will due to the physics.
    2
  4809. It's either a default background option, or a really big house. Probably really big.
    2
  4810. @trucksanddirt1506 People already drive cars. We're past that. Pick a new thing.
    2
  4811. They seldom own the land.
    2
  4812. Yes and yes. Law of averages. Cars don't always require constant power, just some power sometimes. That's why overnight charging is so fantastic. You have 10-12 hours but only need about 2 to charge back up.
    2
  4813. Wrong channel.
    2
  4814. The drone footage from yesterday shows even more equipment being loaded into the cell production area in Texas, so it looks like the lines there are getting up to speed, and it's a far larger space than Kato road.
    2
  4815. The confusion is likely because during the Giga Texas segments it says "Courtesy of Jeff Roberts," but that's okay. Wanna know who I really am? Tune in in about 45-minutes when my Q4 Earnings Prediction video goes live and see for yourself. ;)
    2
  4816. That's the worst explanation I've heard. Once the VIN is transferred, it's a used car. Those aren't worth as much as the new price less the credit. You have to actually think through your theories.
    2
  4817. Bro... really? They had all those events, published all that information, and only remembered it included a physics-defying towing capacity after the fact? I'll be delighted if I'm wrong, do a jig on my channel and all, but this is... this claim is not credible.
    2
  4818. It's less of a garage and more of a carriage house. It was built 100 years ago and they had to add bracing inside to keep it standing that makes it impossible to put cars in it. It's been basically a shop for at least 50 years.
    2
  4819. We had a magical time. All the usual tourist hassles, and it blew our budget out of the water, but no BS, which was appreciated.
    2
  4820. He definitely hadn't seen previous videos, or he'd know how kind I was to Peterbilt, Edison, and the City Buses. He said he used to do corporate PR and knows he has to get approval from corporate to go on camera. I believe him. Better safe than sorry.
    2
  4821. The stated objective remains 20M by 2030, so high factory utilization is critical. If each plant could only do a half million, they'd need 40 factories, and that would be nearly impossible to reasonably manage in terms of construction logistics. At a million a factory, they'd need twenty, and we're only at four once these two come online. More reasonable, but adding another 16 by 2030 still looks desperately unlikely. At 2M/factory, they only need another six. We expect two-ish to be announced within the next year, leaving only 4 more needed over the following 5ish years. Some of that would likely be addressed with expansion in Texas and/or Berlin. Considering Shanghai is already close to a million run-rate, and Texas is a next-gen factory, I'd be awfully surprised to see capacity below 2M. The number of GigaPresses the factory is designed to hold in the existing space will support in excess of 2M units/year.
    2
  4822. Boom!
    2
  4823. There are VERY few cars under $20k anymore. It seems unlikely they can build a hybrid that cheap considering how complicated they are.
    2
  4824. Can't win if you don't play the game. :(
    2
  4825.  @zalman7208  I'm not a drone pilot. I'm a mathemagician. Dig through my old videos. You might be shocked, SHOCKED I say, how often my bold predictions are correct. This is not a bold prediction. This is boring ass math, and it's remarkably unchanged since the first iterations were published.
    2
  4826. Probably charging a premium for the pristine newness of it.
    2
  4827. That's the thing though is there's always exciting news. First the S&P inclusion, followed by quarterly sales, followed by Model S "retooling". There's always big news just around the corner.
    2
  4828. It's clear he's in the business of being wrong. What's less clear is who pays him. That's something he doggedly refuses to disclose.
    2
  4829. Pretty sure I've seen you meeting with her, so I guess that means I can confirm your story.
    2
  4830. Whoever convinced you of this low-grade FUD knew they weren't being honest. You can do better.
    2
  4831. They already agreed to end that. He won't let you vote on it.
    2
  4832. Correct.
    2
  4833. I think they'll make it.
    2
  4834. I think I'm actually blacklisted. I'd love to know why.
    2
  4835. Price hikes had been announced and the rebate was ending. That motivates people. I refuse to believe your smart enough to pay s comment but somehow magically not smart enough to understand that. The math part was a direct rebuttal to the loud and popular idiocy of the breathtakingly stupid folks on Reddit.
    2
  4836. Tesla rarely owns the land where Superchargers are deployed, so their ability to control its utilization is limited by the property owner, and sometimes further by the local zoning and permit offices and utility companies.
    2
  4837. We've already seen it with mirrors. Next?
    2
  4838. Thank you 🤗
    2
  4839. You're drawing conclusions prematurely. I've seen this before. I've been seeing these exact claims for 6 years straight.
    2
  4840. It will be interesting to see.
    2
  4841. Interesting thought experiment.
    2
  4842. That's demonstrably false. I covered this in the livestream the other day, but the Model Y came to market ahead of schedule, and Giga Shanghai was completed and operational ahead of schedule. Tesla haters are soooooo weird.
    2
  4843. Not housing. Those are on-site offices for the various contractors.
    2
  4844. I hope so, but there are a few reasons it might not be.
    2
  4845. No one can get under your skin without your permission. There are millions of Tesla drivers. You have better odds of winning the lottery than getting attacked in your Tesla today.
    2
  4846. Honestly I should apply, since I am more than qualified to be a contributor.
    2
  4847. Just love everything about this comment.
    2
  4848. I hope you're right. Looking forward to meeting you!
    2
  4849. Thanks! It's paid for itself a hundred times over... okay, maybe not quite that much, but still.
    2
  4850. They sell whatever readers are buying.
    2
  4851. Looks like the refreshed Model 3 is the most efficient (so far!)
    2
  4852. Yes! That's what they typically use these days.
    2
  4853. I tried making videos as a boring, stuffy type. Felt like work. I don't get paid enough to do this if I can't have fun.
    2
  4854. That was my concern in the first video I made. They had built less than 100 at the time, and most of them were either awaiting delivery, or in their own rental fleet. Whether it was a lack of demand or an inability to navigate state-by-state regulations to get them road certified, it was something I couldn't ignore.
    2
  4855. No value? Like how he "broke the news" about Berlin expansion for three compact model a couple days ago, FOR WEEKS after my video.
    2
  4856. But certainly not $1,000.
    2
  4857. Lidar would do the same. We know because they're designed to follow unmapped detours.
    2
  4858. Looks like they can use different chemistry for stationary storage where energy density is less critical.
    2
  4859. That math adds up to me.
    2
  4860. Good question! He's very busy, but maybe he can be convinced to do a holiday special.
    2
  4861. Hope to see you there, but I understand how work comes first. :)
    2
  4862. We almost met. This was shot yesterday right as they opened.
    2
  4863. Any time!
    2
  4864. Working on it. ;)
    2
  4865. All of this is inflationary. I'm not aware of many in favor of inflation. This will devalue the Dollar, increase our cost of living over the short AND long terms, and forfeit our global position.
    2
  4866. Someday. It's a magical beast, but like many dragons, this one would eat me alive without a down payment I'm not yet in a position to muster.
    2
  4867. I know, right? It's a thing of beauty. I haven't watched it as many times as the Falcon Heavy test launch, but over time, well, we'll see.
    2
  4868. It is pretty frustrating.
    2
  4869. Totally fair. Both are going to be fairly difficult to get your hands on for a while, since Ford isn't planning to electrify a meaningful percentage of their trucks for quite a few years to come, and CyberTruck has a book of pre-orders long enough to park them bumper to bumper from New York to Los Angeles... and back again.
    2
  4870.  @TheRealDlo  Appreciate that! I definitely invest the hours. It's been slow to grow, but I'm pretty late to the Tesla coverage community and the big dawgs aren't generally interested in helping us little guys edge in on their action. :/
    2
  4871. You can see how they stockpile castings for other models. This will be the same. The gigapress will go live in advance of pro6,and can handle the ramp through the first six+ months without much difficulty.
    2
  4872. Most of the ones on the list wouldn't be much more than a blip on a 10 year horizon. The very worst would have maybe a 10% effect over that timeframe.
    2
  4873. Certainly seems like it. Long term investors don't need pages of real time trackers open.
    2
  4874. I talked to Matt briefly at the Everything Electric show. That's where we all were. Matt's great.
    2
  4875. It's only as smart as the dataset it's trained on. Someone should develop a version that is only trained on high value data.
    2
  4876. May I see an example of performance or range specs that didn't meet or exceed what was promised? FSD was overpromised, and not just by Tesla, but by literally every company working in that space. Nissan said they'd have Level 5 by 2020. Waymo said they'd be at nationwide Level 5 by 2018. Everyone misunderstood the complexity of that problem. But the rest?
    2
  4877. Nope, it's already clear. Most legacy companies have already announced the end of new ICE powertrain development. No vehicle hits its performance specs at -50, and that's fine because it's extremely rare. Best In Tesla took a Model 3 on a road trip to the arctic circle. It did just fine.
    2
  4878.  @BearsWorkshop  100%. There's no doubt Hindenburg was out to make a buck and didn't give the first flying fornication about anyone else. It would be great to see in depth research done simply for the public good, but plenty of Youtubers were already sounding the alarm on that one. Misinformation is increasingly tough to combat, but it can be done.
    2
  4879. It hadn't occurred to me that the curb weight wouldn't include fuel, so that's a really good point.
    2
  4880. Two of those three days were the weekend. You should watch the video.
    2
  4881. If I had assumed the worst over the past year, I'd have given viewers a better understanding of what was on the horizon. We're there. We can see what came of all the bluster. It's as bad as anyone feared, and worse than any reasonable person imagined.
    2
  4882. All very good points!
    2
  4883. Conspiracy axioms?
    2
  4884. Nope. Moving forward with just front wheel drive.
    2
  4885. But I have addressed it. I'm not going to address it in every single video. That would be madness. You're free to punish me for that if it makes you feel better, but I can promise you the channels that support his actions are growing like crazy right now, while mine is not. I'm one of the few voices of reason remaining and your response is to hurt me for it. That's pretty messed up, Mark.
    2
  4886. That would motivate me.
    2
  4887. Easy mistake to make in a moment of panic.
    2
  4888. FSD doesn't cost $15k. The rest of your comment makes about as much sense.
    2
  4889. Right? Tell me it's bad, explain it even, but I still wasn't prepared. I couldn't have pictured that much water.
    2
  4890. It happened in January. Ask claims are already withheld until verified so I'm not sure if it's just grandstanding to appease the masses. Tesla was never going to get paid without verification and that's a good thing.
    2
  4891. lol. You can do better than that. Maybe you can't. Harsh of me to presume.
    2
  4892. A well optioned Camry costs twice as much as a base Corolla. The rest of your points are outdated FUD.
    2
  4893. Most YouTubers never leave the studio. My studio vids perform better than the field pieces, but I try to make the kinds of videos I want to see, and you have to get out there. If I was only focused on clicks, I'd stay home and make a half dozen videos in the time it takes to make one of these, and that would be better for business over the short term for sure, but this is who I am, and it's how I make the contacts with unique insights and inside information that pay dividends over the longer term. Thanks for the kind words, and I'll see you around!
    2
  4894. We haven't heard rumors, and I don't expect them to announce anything until a product like that is just around the corner.
    2
  4895. We don't know, and we also don't know the price. Figured that would be easy enough math for viewers to understand on their own.
    2
  4896. Next year we'll have a tent over the audience area.
    2
  4897. I appreciate that. I was a bit worried about this one, but here we are. :)
    2
  4898. Glad you like them!
    2
  4899. Lost? The deposits were refundable.
    2
  4900. Not Marvin?
    2
  4901. I saw him with I think 307k in November, but he ultimately revised to 294k. There just wasn't any data that would have supported numbers this amazingly high.
    2
  4902. No one can take your happiness? Might want to double check that. My buddy lost all of his in the divorce.
    2
  4903. I worked at a dealership, and have bought quite a few cars from dealerships, and I can assure you they do no sort of quality corrections prior to delivery. If it rolls, it sells. The last car I bought from a dealership didn't even have a front plate, which is required by law in my state, and they tried to charge me extra for it. If an argument is to be made for the preservation of dealerships, I don't think this is it.
    2
  4904. Oh okay, thanks. I'll jot that down.
    2
  4905. That's not ideal.
    2
  4906. It's around.
    2
  4907. I appreciate that!
    2
  4908. @Jim Coleman That feature flew under the radar a bit because it only appeared on the renderings, not the prototype. That's why I chose to leave it out for now. We're still not 100% sure it's going to make it onto the production model. If it does though, that will be fantastic.
    2
  4909.  @timboatfield  This is outside my area of expertise. How many chips do you figure are in a vehicle, and specifically that would allow them to still be driven a super short distance without damage?
    2
  4910. Bloggers are powerless to change investor sentiment. The p/e is high, and it was easy to see why based on the direction the company is pointed. Electrification is facing headwinds, and Tesla more than some.
    2
  4911. Hello there!
    2
  4912. By breathing it in, apparently.
    2
  4913. Sounds right to me.
    2
  4914. The workers have the power and are holding all the cards right now. I'm still confident they'll get a fair shake.
    2
  4915. Amy! She's still around, just not on shows as much. She went to the 10/10 event. I imagine her schedule isn't quite as flexible as a lot of us.
    2
  4916. Glad you liked it!
    2
  4917. Yep, my mistake. Thank you for that.
    2
  4918. Does look a bit like that may be the way to go.
    2
  4919. Agreed.
    2
  4920. It doesn't matter what you believe. Facts are immutable. I vet my sources and verify everything before I publish. I've published an awful lot of leaks in the past, and every one of them turned out to be true. Of the leaks I haven't published, only about half were true. If I was going to publish lies, don't you think I'd go with something sexier than "the part numbers keep changing"? You're free to plug your ears and say it ain't so, but you can never say you weren't warned.
    2
  4921. But they solve a problem that doesn't exist for this product.
    2
  4922. As the Saudis inject more cash, existing shares get more and more diluted. That's only good for Peter & the Saudis.
    2
  4923. He participated in a Quantum Scape deep dive on Hyperchange. Don't know if that has what you're looking for, but it might be a good starting place. :)
    2
  4924. Kyle's amazing, but so are my Michigan peeps
    2
  4925. They're so smug.
    2
  4926. I'm on HW4, and for the longest time HW3 was the first to get the newest builds with HW4 coming later (sometimes MUCH later.) I think it's too early to know what will work, but I have absolute confidence it's going to happen for HW3 & HW4.
    2
  4927. Same here. Well, all of mine is.
    2
  4928. Well said. I don't know exactly how they do it (GPS & land surveys I'd guess,) but it certainly seems they've got some well qualified contractors on the job.
    2
  4929. I didn't early on, but yes, it quickly became so.
    2
  4930. There are plenty stuck in poverty loops like that. Some people get stuck with payday lenders, or other situations where they really can't afford to do the cheaper thing. The commenter I was referring to made it sound like he was bragging how much cheaper it is to drive a gas guzzler. I was hoping to point out that it really isn't cheaper.
    2
  4931. The Taycan broke the EV Cannonball record going from New York to Los Angeles with only 2hrs 20min of charging time.
    2
  4932. But why now?
    2
  4933. I agree with Trik Rein on this. It's more Model Ys. The demand remains insatiable and more production will result in more sales, especially if there are future price cuts, which can't be ruled out.
    2
  4934. Norway disagrees. Plenty of frigid countries manage just fine.
    2
  4935. There is absolutely bad publicity.
    2
  4936. I welcome the challenge.
    2
  4937. Very few cars offer any of those outside of China, and nobody offers all of them... Well, maybe Cybertruck. Were you hoping for a Cybertruck?
    2
  4938. I had thought so, but even something so basic as showing the Nikola factory site with dates on-screen for reference was enough to invoke their wrath. I fear many of them have bought into this stock on speculation without actually taking the time to consider what it actually is and what it's actually worth.
    2
  4939. A bus moves more people than a car. Why don't you own one? The reason most cities don't have a subway system is because the cost per mile is astronomical, and it only makes sense when you need to move millions of people. Places like Las Vegas have no need to move millions of people.
    2
  4940. I said what I said. ;)
    2
  4941. I wonder what the underlying motivation is when I see comments like this. They make no sense, of course, and you're surrounded by people who see through such transparent nonsense, but what motivates you? Either you're in a disrupted industry, or you're just full of seething hatred. I could be wrong though. It could be both.
    2
  4942. There are STILL comments wanting to fight about it. Tesla has spoken. It's settled.
    2
  4943. @Kilt Jan that's my thought.
    2
  4944. That’s what I’m here for.
    2
  4945. Glad you like them!
    2
  4946. That's still the plan for Cybercab.
    2
  4947. I'm using their numbers. You're calling Nio liars. I agree.
    2
  4948. I'm not sure in which direction you mean, but I could agree with you either way. The metrics appear arbitrary at best, and just by altering a few of them, or the weighting, you could wind up with entirely different results.
    2
  4949. All excellent points.
    2
  4950. Thanks William! I tried that on videos before, and it broke up the flow while adding unnaturally stretched portions. The videos are still improving bit by bit, and all these suggestions are considered.
    2
  4951. I'll have to survey the gang to answer that, but I'm loving it. Even with just a 110v at home, have only needed to use a public charger on the first day, and that was because we chose to just, you know, driiiive. The payments aren't as bad as I expected. They'll work. Thank you!
    2
  4952. All three of your weird attacks are still here. YouTube removes or holds comments all the time, sometimes even my comments right here on my channel. Participate in good faith and your comments will likely appear. Pretty straightforward.
    2
  4953. It's still a very close race. Looks like it's all going to come down to the final permits, though both factories have a lot of work left to be considered truly done.
    2
  4954. You just KNOW the aftermarket guys are itching to find out the final dimensions.
    2
  4955. Contacts are already lost. Companies don't want to do business with a politically unstable country if they can avoid it.
    2
  4956. Take off your hate blinders my guy. Mary gets tens of millions for performing worse in 24 than 23. That's beyond silly.
    2
  4957. Shot it today, so very soon.
    2
  4958. My prediction: Wildly inconsistent with what the sign says. Would still be a mighty interesting test.
    2
  4959. The only people likely to push for tank turns are the people selling tires.
    2
  4960. It's that Jeff fella'. ;)
    2
  4961. It's a quote from a meme. It's odd to assume the worst when you don't get a reference. And fyi, quality doesn't drive clicks. Quality drives retention and engagement. That's why all successful channels A/B test titles and thumbnails to see which ones will get you in the door.
    2
  4962. Very excited!
    2
  4963. Thank you too!
    2
  4964. Not sure how much of that info will be published. They spend a fortune creating those engineering reports.
    2
  4965. And it's already speeding up. Very exciting times, but for those of us who pay attention like you and me, it's always an exciting time.
    2
  4966. My buddy asked has a Tesla with 475k more on it. Still the original control arms. Do better.
    2
  4967.  @dalerichardson7202  Just the delivery of them backing it up into the casting cathedral, no unboxing yet.
    2
  4968. I think so too, but Berlin has me skeptical.
    2
  4969. Sandy Munro told me exactly this in an interview two years ago. He's seen their products and how quickly they're improving. The old guard didn't stand a chance.
    2
  4970. It's paid for by the Convention and Visitor's Bureau as part of the facility rental. Taxpayers are not on the hook for this one, never have been, and it appears they never will be.
    2
  4971. They CAN make a structural 2170 pack, but they don't. Giga Texas makes 2170 and 4680 Model Ys, but only the 4680 is structural. They are two different bodies in white.
    2
  4972. You and me both! It's going to be the hottest ticket in town, and I'm far from confident I'll be able to get inside. I'll still be there either way, so if you get a plus one, keep me in mind. ;)
    2
  4973. Higher load rating. If you've got heavy trailers on blacktop, it's more likely to wear and settle prematurely.
    2
  4974.  @CaliforniaWithKids  Play nice. He's new here, he doesn't get what it's about.
    2
  4975.  @jojones9194  I'm not offended and I don't think anyone should be. There's just too much progress to capture in stills and at least when I watch the progress videos on all the other channels, I'm constantly pausing and rewinding. If I did it with still the videos would be 20-30 minutes long and I don't think my viewers want that.
    2
  4976. @andresbiro That would make sense on cost if it was only one county that sees massive cost overruns. It's every country. It's just a complicated system to build safely.
    2
  4977. Eclipse trip? I'm jealous! Wanted to go buy its so far and nobody in my gang would join me.
    2
  4978. You're in the wrong place. We don't do that here.
    2
  4979. Well done! We didn't like many, so I bet that was a relief indeed.
    2
  4980. I'm starting to think so too.
    2
  4981. Right here. You're watching it.
    2
  4982. Like previous delays, this will soon be a distant memory.
    2
  4983. Super nice people too. No nonsense pricing to boot.
    2
  4984. He said no EV AND no ICE subsidies. Only one of those is under attack. This will tip the scales significantly.
    2
  4985. So it's Doe-TUM?
    2
  4986. We'll get him dialed in even more after he moves, which is in process.
    2
  4987. Makes sense.
    2
  4988. That makes more sense.
    2
  4989. I forgot about that one. That's a great comparison. They're pretty clearly being built in the same way. Thanks!
    2
  4990. Just needed a name that wasn't already taken on every platform.
    2
  4991. Also true if you're severely injured in the collision.
    2
  4992. His odds certainly improved. Very strange way to select a candidate if you ask me.
    2
  4993. I've seen footage of adaptive headlights in action, and it appears to do a pretty fantastic job of cutting out a patch of darkness for oncoming vehicles. Would be great to get it activated in all markets.
    2
  4994. Selling them to where? Chinese auto tariffs into the US and Europe are prohibitively high, but there are a number of markets that don't engage in that kind of practice.
    2
  4995. I think we need to reach an understanding first on what advertising means. What legacy auto does wouldn't likely make sense.
    2
  4996. I'm confident it can handle the highway stretches with few or no interventions, but once you hit surface streets (which you must) all bets are off.
    2
  4997. Tesla didn't buy Twitter, so I'm not sure how that training would work. I don't know what Dojo could learn from the backend of Twitter it couldn't as easily get from scraping the web.
    2
  4998. Lead? Oh no! I thought he said she LIED. Oh man, that makes no sense at all!
    2
  4999. I mean, we can keep going. Still a lot of German and Japanese brands yet to cover.
    2
  5000. Glad you liked it!
    2
  5001. You bet! That's the reward you get for making it to the end!
    2
  5002. Thanks for watching!
    2
  5003. Interesting, didn't know about that. We made an event of it though, so it worked out well.
    2
  5004. No car will get anywhere close to its stated range (or fuel economy) at 80mph. Air resistance can be calculated using the formula: F D = 1 / 2 ∗ p ∗ v 2 ∗ C D ∗ A . As you go faster, you DRASTICALLY increase air resistance.
    2
  5005. Good thing all the things you use most are on the wheel.
    2
  5006. If that's what you're about, go for it, but maybe keep it yourself.
    2
  5007. Didn't happen for me.
    2
  5008. Sounds like these right move from an engineering perspective.
    2
  5009. Gotta figure a primer coat, plus 1 or more layers of actual paint, and it has to go absolutely everywhere you have steel or you'll rust out.
    2
  5010. China Observer is not credible. The vast majority of "sources" originate with them. The best counter to bad info is good info, but that publication is different bad information.
    2
  5011. People want something out within hours to save them a half hour, so that's what they got. People have saved a combined six months of their lives from watching this already. That's a net good. If you want the quick and dirty analysis, it was posted last night as a supporter exclusive with an assurance that a more in depth one would come later.
    2
  5012. Much appreciated.
    2
  5013. Probably won't be a publicity traded company.
    2
  5014. My number is closer to yours than Randy's.
    2
  5015.  @demultiplexdfunc177  I'm going off of Giga Shanghai time. 4-months from walls was first production there. The interior work in Austin started much sooner. We'll know soon enough.
    2
  5016. @Steve-Richter That's a question you should ask Grok or Google.
    2
  5017. Seems pretty obvious, you'd think.
    2
  5018. I don't think Tesla cares what GM thinks, and I don't think GM is smart enough to care what Tesla is doing. At least that's what their actions over the last 10 years suggests.
    2
  5019. Crime will always exist. These have exceptional hardware to detect it. Only need a couple fools going to jail over something that stupid to snap folks back to reality.
    2
  5020. Appreciate that, Jon!
    2
  5021. *You're The companies didn't rob you. The UAW did. They negotiated that package.
    2
  5022. Makes no sense. Tesla continues to grow massively while maintaining industry leading margins, yet it's down massively from ATH. Ford is in serious danger, but meh, whatever, stock is up. This will normalize in coming years, but until then, I'll keep buying.
    2
  5023. @Billy Bob GM had cars on every block when they went bankrupt. Entering a market is not enough. They have to get revenue neutral before they run out of cash (and the ability to raise additional funds on reasonable terms,) which looks increasingly unlikely.
    2
  5024. Sure thing. Let's talk soon. You're in the NW group on X, aren't you?
    2
  5025. That is my understanding as well.
    2
  5026. If you have a brain bone that lasts more than four hours, consult with your voodoo doctor.
    2
  5027. @MegaWilderness I agree there's a demand for smaller, less expensive models, and hopefully we see movement in that direction in the next 2-3 years. Affordable is relative, but there isn't a single model in my price range at this time. Tesla is working toward carbon neutral, and they're already in the process of installing one of the world's biggest solar arrays. The water in Germany thing is a flat out lie. First, there was never a concern about pollution, but just water use AT ALL. The concern was that it would require too much water. It doesn't. The capture and reuse system in Berlin makes it so that the production of an entire car uses less water than is required to make a single pair of blue jeans. You may have been lied to, or at least grossly mistaken, but repeating that without looking into it is a bad look.
    2
  5028. It's competitive. That's going to be enough to get them off the ground.
    2
  5029. Thanks for sharing! I can actually see both sides of it. In America companies routinely commit incredibly harm with the promise that they'll make it right in the future if things go bad, but they almost never do. When things go bad they just close up shop and move to the next town with a new name and leave the tax payers on the hook to fix everything. Tesla seems 100% confident the factory will be completed with final permits. If they really believe that, putting down a deposit to cover removal of structures shouldn't be a big deal. I think they might object to the 100M-euro price tag, because it surely wouldn't cost that much, and also they likely think they should already have the permits approved. We don't have the inside information on any of this, but that's my best guess.
    2
  5030. You've never heard of a car dying? Be real. My Chevy Venture died at 120,000 too, but I was mildly annoyed because, you know, I'm an adult.
    2
  5031. Steel Dynamics in Sinton. I was sooo close.
    2
  5032. Simple, clever, and cheap.
    2
  5033. A lot of people can't (or won't) look past their own front yard. Even looking at direct impacts to their daily lives, many still refuse to acknowledge what's going on. Sea level rises are already flooding Florida, and many there won't admit the connection.
    2
  5034.  @markdavis8461  Tesla channels get far higher pay than comedy, gaming, etc. Above average overall. It's because advertisers really like this demographic. Above average income and wealth. ;)
    2
  5035. Seems so.
    2
  5036. There are a lot of chargers already deployed that allow pull-through charging. You'll see them on channels like Out of Spec and Bearded Tesla Guy.
    2
  5037. I've never driven a gas version, but I'm aware of their strong reputation for handling and performance.
    2
  5038. Glad you enjoyed it!
    2
  5039. Boy are you out of the loop. Elon and Kimball did not vote. This landslide approval was due to retail AND institutional investors. Further, I'm not sure you even watched the video, since we just explained how he gets to 25% voting rights without dilution.
    2
  5040. The charts always look like astrology to me. Once a pattern exists, a computer spots it and exploits it, and it evaporates.
    2
  5041. Green Hills Software claims to be used by nearly every major auto manufacturer. A quick Google search for "green hills software "general motors"" turns up a lot of results. So yes, just not on the autonomy.
    2
  5042. Makes you wonder how accurate he was on topics we don't know as well.
    2
  5043. Pure marketing BS. It hardly matters though since they've yet to actually produce the first retail production vehicle. We'll see how it fares when it debuts, and more importantly, if they can even sell it at a profit.
    2
  5044. Thank you! Will do!
    2
  5045. That sounds unsustainable. They don't have miracle batteries.
    2
  5046. Sometimes we forget how exciting Tesla is, especially when you compare it to other companies analysts consider "better". They have the sharpest people in the world working toward a shared vision and it really shows.
    2
  5047. Wouldn't surprise me if it was a contributing factor, but 17 years in the meat grinder is an awfully long time.
    2
  5048. It is, yes.
    2
  5049. None of it makes sense.
    2
  5050.  @musaran2  I mean, right???
    2
  5051. Darn it! I'll get that fixed!
    2
  5052. Boy, nothing brings the hate out in the comments quite like anything short of unwavering love for a company. I just call it like I see it, and Lucid isn't terribly interested in showing.
    2
  5053. I'm not aware of anyone who sees it that way. I've seen a lot of people saying these actions will be good for them personally, but will accomplish it at the expense of others. Maybe you see that as a net win, but for many it will be the opposite.
    2
  5054. They applied for permits to expand the building by 500 feet.
    2
  5055. Much appreciated!
    2
  5056. Thanks! That's the work of the new editor. He's still getting up to speed, but so far he's doing a great job.
    2
  5057. VINs are reserved, but not always produced and delivered sequentially. They could have a block of thousands set aside for a model they aren't yet making in meaningful numbers, like SR+ with the BYD batteries. I saw others who tried to use the VINs in Q2 who wound up overestimating by a wide margin.
    2
  5058. Just wait until you see next week's update in a couple days. Yeah, it's been a mad week, and considering how they're now doing GeoPier work in the NW corner, the numbers are going to get a bit crunchier than I was prepared for.
    2
  5059. I can hate their words without hating them. Doubly so if their comments come from a place of literally not knowing what's going on.
    2
  5060. Had a crew cab Dodge Lariat as a rental in Austin. For a $50k rig, I expected a lot more in terms of power, comfort, and options. The styling I don't care about, I'm not their target demographic, and everyone has different taste, but the overall value proposition was surprising to me in light of the complaints I see about Tesla.
    2
  5061. It was interesting to see how dishonestly the "China demand cliff" was presented. Short wait times on only certain models, and only at the very end of the quarter when we know local deliveries take top priority. The quarter ended, and delivery times are longer again, despite production remaining at "full" capacity. When CyberTruck is released, we'll see a whole new level of demand for that product, and when a lower cost compact car is released, it's going to spell more than trouble for legacy automakers. It may spell doom.
    2
  5062. I'll be curious to hear what you think of our rankings as we get through more of them. We pre-taped six more, so there will be a new one every Tuesday & Wednesday at 8am for the next three weeks while I'm on the road.
    2
  5063. How so?
    2
  5064. No. Manage discounts via subscription or volume pricing. Buying a share helps yourself, but doesn't really help the company.
    2
  5065. Inflation is nowhere near 9% at the producer level. These prices are falling. Empty cabinets would represent tied up capital (which is expensive) and require vast storage space. Plus the design is always being iterated, so they'd either be out of date or require rework to bring them to the current design.
    2
  5066. Always!
    2
  5067. The Lightning should begin deliveries in Q2/Q3, and while I can agree it's probably more "real" than the CyberTruck at this point, they still have a lot of work to do in order to get production going. I don't question if Ford can build it, but if they can do so profitably, and at a scale that's meaningful compared to the total market. Doesn't matter if it's $20k with 500 miles of range if they only sell 10,000/year. GM lost money on every Bolt they sold. That's not sustainable.
    2
  5068. Not useful today. Give it a couple weeks to settle in.
    2
  5069. Model THREE? Uh, what?
    2
  5070. You can make polyurethane from canola oil, but if you choose to use petroleum, it's likely going to be under a single barrel per car. A single barrel only produces 19-20 gallons of oil. You do see how that's better, right?
    2
  5071. Have to press the voice button on the steering wheel.
    2
  5072. You've seen how bad professional money managers are. Well, these guys are worse.
    2
  5073. Thank you! Cheers!
    2
  5074. It has airbags and seatbelts, and I'm reasonably confident it has antilock brakes.
    2
  5075. I've only been to Cologne, Essen, and Hamburg (and the trains and roads between them, of course,) and it's all lovely. Pro-tip, if you're going from Cologne to Essen, you can take a cheaper, slower train that runs along the windy river route. It's not much slower, and it's so much more beautiful.
    2
  5076. Wouldn't it be strange if Apple held a product unveiling and excluded all the Apple publications?
    2
  5077. Did you even watch the video?
    2
  5078. What a dream!
    2
  5079. I'm with you there. I thought Berlin would crush it, but with how Texas is going, I'm just not sure about that anymore.
    2
  5080. https://www.youtube.com/watch?v=nHkJu77yggc is the video I made with them.
    2
  5081. Welcome aboard!
    2
  5082. A lot of the big auto companies desperately hope it will be 10 years, because if it isn't, they know what kind of trouble they're in. Shanghai went from groundbreaking to production in a year. Texas and Berlin managed to do it in less than two. The idea that this would be even five years is a bit hard to imagine.
    2
  5083. The northwest has even lower electricity rates (I'm paying less than 8-cents/kWh,) and weather so temperate we hardly need to precondition. We get nothing like those Midwest winters. We don't even salt our roads.
    2
  5084. It's beyond the scope of the channel. It's a deeply political topic and sufficiently far on the horizon that everything can change before the discussion is likely to even start.
    2
  5085. Glad you enjoyed it!
    2
  5086. He's a great guy.
    2
  5087. Don't confuse the handful of slacktivists for all of Germany. The government continues to be supportive.
    2
  5088. Autopilot should handle those, and it's already included.
    2
  5089. Absolutely! It makes the cars fly off the line and reduces the margin for error.
    2
  5090. Any time!
    2
  5091. No news yet on my hopes of finding a pilot. :(
    2
  5092. Stainless bed, 110/220, and compressor appear confirmed. Mid gate can't happen due to rolling tonneau. Frunk is a likely aftermarket gold mine.
    2
  5093. 💯 If I'd started even a handful of months earlier, or better still years earlier when I offered to help another channel get started on YouTube, the trajectory would be different. I'm happy with how things have gone. I don't need a time machine to make this work. Not when I've got you guys.
    2
  5094. They're plastic, but I may be able to fake it. ;)
    2
  5095. Except it is. The structure is 99% done and many areas of the building have been closed off so long that they're already operational. They've already begun trial production.
    2
  5096. Thank you!
    2
  5097. It was our first time seeing the city, so I can only compare it to other major cities. What a difference!
    2
  5098. That would be more meaningful if we didn't already know about TSLAQ's orchestrated campaign to file baseless claims. You don't have to prove a defect (or even ownership!) to file a complaint. Makes the metric worthless.
    2
  5099. A few seconds after that, but yeah, it gives a good wide overview.
    2
  5100. At least you put effort in. That's the kind of dis I at least respect.
    2
  5101. There were a lot of reasons Tesla could have gone bankrupt, and you'd have been wise to understand them at the time. Things like the looming convertible bond debt, which would have required billions in cash if the stock price wasn't above a certain point, for example. This is different. This is looking a lot more like Lordstown than Tesla.
    2
  5102. Right? In 2019 they had some arguments that made sense. $10b in convertible bonds were coming due, and if the share price wasn't high enough, Tesla would have had to pay them off (at least partially) with cash, or renegotiate from a position of weakness. That was quality FUD. There was reality behind it. The stuff today is just sad.
    2
  5103. This is an old video. Account was hacked today. YouTube restored it by publishing everything as if it was brand new.
    2
  5104. Buffalo, Fremont, Shanghai, Austin, and Berlin all have huge solar arrays, and all of those but Austin have maxed out the roof space. Your claim falls entirely flat.
    2
  5105. Agreed. I see no reason to be concerned at this point.
    2
  5106. Refreshing, especially today. Thank you for that.
    2
  5107.  @timboatfield  From launch? At day 24 the channel finally hit 174.
    2
  5108. Some of the biggest automotive markets will ban dino burner drivetrains by 2035. Toyota's costly R&D in hybrids will have been money entirely flushed down the drain. The S-curve is not only evident, but mandatory. This transition has more to do with legislation than fandom. While ICE & Hybrids may be around in 20 years, they will not be sold in high dollar markets. There isn't a lot of profit to be had in Africa, and once there is, those buyers will also choose EVs because they already make sense, and the numbers get better every year. While Toyota still makes of 4 of the top 5 models sold globally, the Model Y generates more profit than the other 4 combined. Model Y production is still ramping aggressively in Texas and Berlin, with manufacturing costs falling accordingly. They will have room to reduce retail prices due to efficiency gains and economies of scale, to say nothing of the new markets regularly being added. Model Y sales have not reached their peak just yet. When the affordable Tesla compact is released, Toyota will find themselves in a pretty big pickle unless they have a comparable EV with which to compete, and a factory capable of producing them in substantial quantity. We have yet to see them suggest they've made a move in that direction, but time will tell. I hope they're finally able to read the writing on the wall, but they've been busy ignoring it for the last 10-15 years, and their Hybrid-heavy approach is every bit as likely to bite them in the ass.
    2
  5109. EVs are already here, and factories take time to build. Nobody in the industry is under the misapprehension that they can flip a switch and just start making EVs as easily as a change from V6s to V8s.
    2
  5110. Cracks me up, not gonna lie.
    2
  5111. I hope so too!
    2
  5112. He really does great work. I'm happy to support him. :)
    2
  5113. Wow, thanks!
    2
  5114. You are very welcome!
    2
  5115. Meh. 1/10. You gotta cut deeper than that my friend.
    2
  5116. He also claimed Nikola had their own inverters and BMS, and ALL of that wasn't true. Not in 2020 at least.
    2
  5117. I was very interested in the single motor at $39k. At $59k, I might be able to swing it, but that would be a massive stretch for me. I am increasingly convinced as time goes on (and heartbroken by the thought) that I may never own a Tesla. There are only a handful of serious Tesla channels that don't have one, and I'm nowhere close to the ballpark financially, unfortunately. My net worth is decent, but it's almost entirely comprised of my house and my retirement account.
    2
  5118. I've had loaners and rentals added, but this one didn't show up.
    2
  5119. It's tricky because my site plan assumes regular squares, but the distance between columns in the concrete area are different than those for the steel structure. I designed the layout back when the site was still pretty fresh, so I had to make some assumptions and correct it as the weeks go by. I've made some adjustments for next week, hopefully they'll get us closer to the accurate figure. Though typically when I have to do backwards revisions they don't really register because there's almost always a lot more progress during the week than any of these small miscounts could really effect. Thanks for looking so closely at it!
    2
  5120. The other Tesla channels are hesitant to cover it as well. I knew I'd lose subscribers, but I can't let that stand in the way of reporting the reality of what's going on.
    2
  5121. He was convicted of fraud. That's a tad more than a marketing snafu.
    2
  5122. Would have been a lot harder to recruit though.
    2
  5123. Wait, YOU watch my videos? That's quite an honor, good sir!
    2
  5124. I ignore short term fluctuations. Only the fundamentals matter to me.
    2
  5125.  @texan-american200  I took it in the spirit you intended. We're all good!
    2
  5126. The original title was "Fisker Ocean Review... it's pretty good!" but it only got about 200 views in three hours. That means nobody watched it. So the choice becomes whether you'd rather have a bit of wordplay in the title so people will come find the information, or a straight title with nobody getting exposure to the car.
    2
  5127. Get back on your meds. This isn't the real you.
    2
  5128. They were Discovery Channel motorheads at a time when the Discovery Channel was already moving to YouTube. They were influencers.
    2
  5129. The semi frame is thicker than Robovan floor, so probably not.
    2
  5130. Appreciate you!
    2
  5131. It really is!
    2
  5132. Boom!
    2
  5133. They're absolutely amazing.
    2
  5134. You are correct. The left image is just a CGI rendering. What we're seeing in Austin is the first production version of it. It's possible they'll chop out that middle flat piece, but really, I don't think they need to unless it changes the crash safety. This is a very exciting development.
    2
  5135. We'll done! Everybody loves a pedant!😉
    2
  5136. Boo!
    2
  5137. This would be a very reasonable compromise.
    2
  5138. Oh thank you!
    2
  5139. That didn't happen. It was unveiled after Thanksgiving in 2019 and we knew they had to build a factory for it.
    2
  5140. Excellent! It took me days to figure it out, so I figured I had to make this to clear it up.
    2
  5141. Sorry you didn't like it, Kevin. I based my approach on the comments in past videos telling me what my subscribers liked most about the channel. Most of the similar channels have information, some of it even good, but the most favorable comments I've gotten come from those who appreciate the light hearted approach. In a live interview, hosts often get in the way of the guest's information. I kept everything in there, and limited the distractions to time when Jeff wasn't on screen, apart from about 10-seconds over the course of 25-minutes.
    2
  5142. Seems like a pretty archaic embargo to me. They're going to achieve the same compute, they're just going to have to burn through more power to get there.
    2
  5143. Already debunked that. Keep up
    2
  5144. Raised in the NW by parents from the NE. Not sure if that's why. :)
    2
  5145. @Time Boatfield O mas.
    2
  5146. They've been working on it since 1965, and they really don't look close to deployment. I've been hearing "two years" for at least ten years. Best leave it to groups who can go that long without going broke.
    2
  5147. Criminals all around. Doesn't change the dynamics today though. Even if pay was already 10% higher, they'd still need it to increase (even to cover inflation,) and Shawn already decided a strike was going to happen.
    2
  5148. Can't be! Why just today some clown over in the comments on the Lyriq/Hummer video was saying I hate on everything that isn't a Tesla. Never mind the kudos to Fisker, BMW, BYD, Aptera, and too many others to list. I've yet to see an EV with no redeeming qualities (though Vinfast is close,) and I'm here for the mission. The mission as I see it isn't to hate on the competition, but to drag them, kicking and screaming if need be, into the electric future.
    2
  5149. Why can't they? Oh right, because they don't exist yet, and likely never will. If a miracle fuel was possible, it would have been discovered in the past 100 years of working on it. It's like the Hydrogen proponents still saying "sure, it's inefficient NOW, but what if there are a series of miracle breakthroughs throughout the entire production and delivery chain in the next few years?" We don't have time to wait for miracles, and it doesn't make sense to when there's technology available today that can do the job.
    2
  5150. Unfortunate. Less to do with Uber or Lyft than the roads though.
    2
  5151. Don't do drugs, kids.
    2
  5152. I get that maybe it can't feed every single exception into a global system, but if I'm going to have all this compute onboard, shouldn't it be able to get better at my particular edge cases?
    2
  5153. Not yet. The added weight doesn't yet offset the power gain. Those are more practical for something you drive a little and park a lot.
    2
  5154. If it's years long, there's time to adjust. The study suggests it doesn't slam in all at once, but eases in over a series of seasons. We can adjust, but in the meantime we've got fossil backups.
    2
  5155. That center console is nice, but without the tray, it's oddly deep.
    2
  5156.  @timboatfield  Elon-Time certainly seems to have been reigned in. Model Y came out early. New batteries were put in cars before they were even announced. I'm okay with this new temperance.
    2
  5157. That's the best estimate of the actual science behind it. :(
    2
  5158. They mentioned a target around 60k GBP, but this early it's just not knowable.
    2
  5159. If your Rav4 is still going strong, which is statistically likely, it may not be time for you to look at a new car. There are standard range Ys in inventory under $44k an LR Ys under $49k. Either number is still a fair chunk of cash, but they are not outrageously priced compared to other vehicles, and they still qualify for the $7,500 IRA credit for most buyers, and may qualify for additional state and local incentives. $37k-$42k for is well within the average for a new car before you even consider the $10k+ you're likely to save on gas over the life of it.
    2
  5160. Awesome, thank you for the feedback!
    2
  5161. What video are you watching?
    2
  5162. I saw only one, and it was on a very recent Joe Tegtmeyer video. I came to the same conclusion as you. It must be going out for local delivery.
    2
  5163. lol
    2
  5164. People actually say that about the warranties offered today while ignoring that gas cars warranties are vastly shorter.
    2
  5165. First transit tunnel completed on time and on budget this century.
    2
  5166. That's not how insurance works. The second fire was caused by a short in the building's wiring.
    2
  5167. Thank you kindly!
    2
  5168. Maybe I should drive over and spend a little time tooling around on the bus to check it out.
    2
  5169. Not sure what you're talking about. This is in reference to the compact Tesla, which will be made in Mexico. If the batteries and car are both made in North America, they will qualify for the full credit.
    2
  5170. All valid points.
    2
  5171. The 50% ramp continues without it. BYD blade in Berlin, LFP in Shanghai and Fremont, and increase 2170 have more than made up for this.
    2
  5172. I used a Supercharger in Everett, Washington last week that was 20-cents/kWh, and it only had maybe 4-5 spots open when I arrived. There's definitely pricing disparity.
    2
  5173. This seems the most likely outcome to me as well, and it's unfortunate for shareholders. Retail investors seem to think they'll be taken care of when that happens, unaware that they'll just be bought out at 10-20% over whatever the stock is trading at when it finally happens.
    2
  5174. I'm planning to show it today, since the topic of Tesla media bias vs Ford & GM is particularly relevant. Will probably show it once a week on the public side, though surely at least once a month if it continues.
    2
  5175. First time for Adam Conover, but I will take it! I usually get Wallace Shawn, which I'm also happy with. I think the bottleneck slowing Semi is battery production. They're going to be gobbling up so much it's insane. If there's a battery constraint and you have to choose between selling one semi or FOUR cars, the choice becomes a tad painful.
    2
  5176. 90s me knew the future would be expensive, but had no idea we wouldn't be able to get simple repairs done around the house for less than $200/hour.
    2
  5177. Fixed. Now when you see them, instead of reporting, you can just remove them.
    2
  5178. I'm cautiously optimistic.
    2
  5179. Next one comes out in a couple hours. ;)
    2
  5180. Robotaxi is a separate beast from ridesharing. If Tesla is first to market with FSD the upside is unimaginable. Ridesharing is fiddly and unwieldy. Uber focuses on nothing else and they are objectively bad at it. Tons of problems, even for their own interests. Where I'm at, if your pickup is near a tourist destination, the drivers message you with exorbitant rates and demand payment off-platform. Somehow Uber doesn't notice they get a ton of attempted rides from these places, but few actual rides. They're losing money while giving the worst possible experience.
    2
  5181. Yes please!
    2
  5182. Elon opposes subsidies, not mandates. I'm ACTUALLY with him.
    2
  5183. What in the goofy clown pants are you taking about? I don't believe wokeness is a thing. I've never met someone like that in real life. That's not political. It makes for a lazy, whiny interview topic. My bias is against bad content and bad people.
    2
  5184. Not what I was expecting to find out. 🙁
    2
  5185. That's a completely wrong way to look at it. The wage & benefits increase didn't only impact those 1,100 workers, but all 46,000. The buyback was truly foolish, but these layoffs were guaranteed regardless. This was explained at the time. Not by the union, clearly, but by a lot of us on the outside capable of looking at it objectively.
    2
  5186. Literally the opposite. It is not humanly possible to misunderstand the conclusion from the thumbnail.
    2
  5187. Thanks, will do!
    2
  5188. When an issue is on everyone's mind, we do a disservice to ignore it.
    2
  5189. You are right on all counts. I like to think I'm always moving in the direction of better production values. I did buy a new 2nd camera with a wireless mic setup for it, which I'll be bringing with me to the Giga Texas grand opening. I don't have any interviews lined up, but then again I don't have a ticket either. This will all be ironed out once tickets are made available, but I'm going to be there either way. I was already shooting on a proper 4K Lumix camera with a Rode shotgun mic, which put the finished product well into the top half in terms of production value. AutoFocus was done to avoid potentially worse errors, and it worked out pretty well. The decision not to mic Sandy was done to minimize the impact and reduce the chances of him declining to participate. His time is so valuable, and the event was so short, I knew any time spent fussing with a mic would come off the total length of the interview. My new solutions are quicker and easier.
    2
  5190. Strongly considering it. The wife doesn't like to because we have dogs, but we'll see.
    2
  5191. I appreciate that!.
    2
  5192. Beau's speculation is because it doesn't meet the domestic mineral requirements. My speculation is because they didn't file the paperwork, thinking they wouldn't sell for $80k in 2024. Tesla corporate hasn't offered clarification.
    2
  5193. I don't think so. They aren't needed yet, and I imagine they'll be easy to deploy when the time comes.
    2
  5194. He says bad things, he says good things, he says all things. His desire appears to be clicks over anything else, and he's very good at getting them.
    2
  5195. Chris didn't say $50m total, he said $50m in direct funding. If all they needed was $50m in total, they could pull a line of credit. It's just one part of the equation.
    2
  5196. I think the accepted theory is that the large area in the SW where equipment is still being loaded in is where the CyberTruck will be made. Counting both floors, that's almost 1.5M square feet of space (140k square meters.)
    2
  5197. Landing locally is vastly easier than landing on another planet. Most of the attempts to land a rover on Mars have failed. The number of things that are easy on earth, but have never been done on Mars, is almost as long as the list of things that have been done on earth. SpaceX could do it quickly, or they could do it meaningfully. To simply land on Mars could do with Falcon Heavy already, but there are no payloads to accompany it. There are a lot of moving pieces in a project like this.
    2
  5198. We all have egos. I'm not convinced that was the deciding factor when it came to the issues that made my work difficult at the event(s) as much as them just not knowing about the channel and what I offer that's unique and valuable.
    2
  5199. Very odd.
    2
  5200. This is an old video. Account was hacked today. YouTube restored it by publishing everything as if it was brand new.
    2
  5201. It's a cool thought experiment. It would become a bit of a black box with materials going in one end and finished cars coming out the other, but if they covered the loading lot, all we'd see are the trucks... unless they load out via tunnel as well, then I guess... count them at the rail yard?
    2
  5202. If you asked me prior to v12, I probably would have agreed. Things are moving quickly.
    2
  5203. Thank you so much!
    2
  5204. Meanwhile it adds weight, complexity, and potential points of failure. It offers a small upside for a handful of buyers, but an appreciable downside for every single person who buys one.
    2
  5205. Interestingly, he's among the VERY few who Lucid will talk to.
    2
  5206. You can also turn down the charge rate in the car.
    2
  5207. Thanks for sharing
    2
  5208. @muckfoot-4093 I did in the previous 3 videos on this topic. The profits come from the cars they're phasing out, and they lose money on every EV they sell. Gas cars are already beginning to sunset around the world. Might as well ask for profit from steam engines or horses.
    2
  5209. Couldn't agree more! It was a real joy to get to interview him.
    2
  5210. I mean, yeah, that's kinda how it went.
    2
  5211. Some companies already have commercial flights, and the addressable market increases with every bit of battery improvement. It's exciting.
    2
  5212. I've been ridiculously close in some quarters, and pretty far off in others, but I've NEVER missed by as much as the high-six-figure Wall Street "analysts".
    2
  5213. Frustrating. There are no comments in my "held for review" queue either.
    2
  5214. The 8/8 event was 4 months out. I knew it was likely to slip.
    2
  5215. Looks like they vary quite a bit from one UAW local group to another, but the range appears to be $10-$45 with the average being in the $14-17 range. Quite reasonable, or it would be if they were actually getting the top wages for their workers that made them famous in past generations.
    2
  5216. Depends on the route. You could say the same about the Rivian vans Amazon uses, but they only drive 100-200 miles a day, then park all night. That's where it starts. The semi goes 500 miles on a charge, which is most (if not all,) of the daily limit for truckers, and adding another 200-300 miles only takes 20-40 minutes, which likely matches unload time or rest period.
    2
  5217. That makes sense.
    2
  5218. Thanks!
    2
  5219. Tesla never sold cars at a negative margin. Even the original Roadster was sold at a gross profit. That meant every single unit they sold pulled them an inch closer to overall profitability. Lucid is in a different boat. They lose money on every car they sell, so the only way to lose less money is by selling fewer cars. That creates a death spiral. I have no interest in the value of their stock. I'm not an investor and have no intention of becoming one at any price. My only interest for all EV makers is their long term viability. Without a serious course correction, Lucid has no path to long term viability.
    2
  5220. Wow, thanks!
    2
  5221. They're required to, so I'd say 100% chance.
    2
  5222. I'm not sure how many outlets still use terminology like that, but the reality is that BYD is a formidable manufacturer of automobiles. I'd be more worried if I was one of the legacy carmakers. What Tesla will be in 5-10 years is likely to look very different from what BYD will be.
    2
  5223. Congrats!
    2
  5224. I'm confident they paid him in stock, which is a non-cash expense. That didn't impact cash on hand, but substantially watered down the existing shareholder value by creating new shares.
    2
  5225. My pleasure!
    2
  5226. Everyone did. I'm amazed. So huge.
    2
  5227. It does look a lot like the one in Fremont. Good catch!
    2
  5228. Salton Sea hasn't been commissioned yet.
    2
  5229. Gotta be, right?
    2
  5230. Tesla filed a patent that would make it possible, but most people don't realize that for every patent you hold, you might only use 20-40% of them.
    2
  5231. Your use of "fanboy" to describe me makes clear you're brand new here, so welcome, and thank you for leaving a comment! You're the reason YouTube is showing this video to more people, and I appreciate that.
    2
  5232. Very true!
    2
  5233. I seldom get that far north anymore. Grew up in Edmonds, lived in Snohomish County most of my life, but after my mom passed the family kind of scattered around the country.
    2
  5234. They still feel like compliance cars.
    2
  5235. Fair.
    2
  5236. Damn. I had an error in the chart and I tried to fix it and I think I realize my mistake now. That sucks. Put a lot of time into it, but it needed another hour. That's on me. :(
    2
  5237. I just gotta, right?
    2
  5238. Email them. Buddy did that and didn't hear anything until he emailed Investor Relations.
    2
  5239. Orders are strong. Actual deliveries are down. We'll get a clearer picture as Q2 closes.
    2
  5240. I saw a comment on Lars' channel that these aren't helpful because they don't go into enough depth. That's fair, but these are exceptionally time intensive to produce, and a 5-10 minute version wouldn't fit on that channel. I may go back to making them longer and exclusive to my channel, but they're an awful lot of work.
    2
  5241. I think it really will be a matter of seeing is believing. For now, there is no electric truck you can get from any company at any price. In the next 2-3 years, we'll likely see Rivian, CyberTruck, Lightning, eHummer, and maybe another one or two. Even under the most optimistic assumptions, these few models will not be anywhere close to satisfying total US pickup truck demand. If 90% of truck buyers refuse to get a CyberTruck, that still leaves 250,000 sales per year. Like you, I don't believe CT will only capture 10% of the market. Can Tesla actually build more than 750 per day? Fremont makes 1,000ish each of Models Y and 3, but they're doing it on multiple production lines. I believe they can hit 1,000/day of CyberTruck once fully ramped due in large part to the simplicity of the design. Front & rear casting eliminate hundreds of parts and steps. Single piece exoskeleton similarly reduces complexity. No time or bottleneck in the paint shop speeds things up further. The only constraint I see is battery supply, which they are clearly working to resolve already with the construction of a cell production area on site. If this works out the way the engineers believe it can, these will be coming off the line faster than the Jeeps (GPs at the time) during WW2. And if it fizzles after the first million sales, so be it. Tesla will be in a better position to make a more traditional truck than the competition due to what experts like Sandy Munro consider their sizable technology advantage.
    2
  5242. I've taken note of this and added it to my research for an upcoming video. It's a damn fine question. Those door jambs are NOT flat panels.
    2
  5243.  @aaronbrakel2722  I have a video I'm working on that may address this, but the formed pieces may still be stainless, since the only reason they can't stamp the exterior is the thickness. If they use a thinner gauge for the stamped area, it can still be stainless.
    2
  5244. Well at least you're here.
    2
  5245. Appreciate the update.
    2
  5246. The stations are closer together than the required interval for emergency exits.
    2
  5247. Glad you enjoy it!
    2
  5248. European buyers are absolutely skeptical of Chinese brands, but not so much Chinese manufacturing. They're coming around. If you're going to be hostile to the only people covering Nio, your need to open your eyes.
    2
  5249. I'm sure those are coming, but Ford, Rivian, and GM already have those in North America, and there are a BUNCH of other models in Europe.
    2
  5250. Correct. The LFP patent wouldn't allow use outside of China until last year, so development was limited.
    2
  5251. BYD (just like Tesla) designs but doesn't fabricate their own chips.
    2
  5252. Yours was. The rest were optional.
    2
  5253. Fair.
    2
  5254. You bet!
    2
  5255. Strictly by sales.
    2
  5256. Wow, Frank. Thank you for the kind words!
    2
  5257. An owner can be a stick in the mud all they want. I've seen companies where the owners make silly mistakes because they're stubborn, and still survive just fine. It will reduce the cost per mile, and especially as it ramps, there's room to reduce the sale price even further, which will make it a very clear winner for many use cases. The other thing I expect is for word to get out among drivers about how much easier they are to operate. Competition for drivers is fierce. If a driver can choose between two companies, and one offers a rig that will get them to their destination with significantly less physical and mental fatigue, they're going to go there.
    2
  5258. This is exactly it. Tesla sells every car they build, and almost always before they even build them, and as more factories come online, they'll sell that many more. Take the rampant factory expansion pace, which only VW seems interested in trying to match, plus the premium brand bonus, plus the fact that they aren't selling at a loss, and you've got an easy path forward. If you buy a battery, you get a price. If you buy ten you get a better price, and so on towards the millions. NOBODY is buying more of EVERYTHING related to what Tesla builds than they are. Not only are they profitable today, but they will continue to reduce their manufacturing costs for the next ten years. This isn't stopping any time soon and I'm just glad to be along for the ride.
    2
  5259. So comparable to the Mercedes EQS is what I hear you saying. Seriously. It's a $104k car, and you can get one less than a year old for $72,000.
    2
  5260. Surely not, sadly.
    2
  5261. I'm assuming you're joking, since there are tons of Teslas in Alaska.
    2
  5262. And despite my initial (very, very strong) hesitations, I'm all about it. Let's do this!
    2
  5263.  @WAFFLEooFILMS  I'm suburban. I don't need any of those things. I need 6-seats and room for the things a family of six needs to haul. This is more than adequate for my needs.
    2
  5264. Feel free to borrow as heavily as you like!
    2
  5265. Thanks, you too!
    2
  5266. There aren't many 2-seaters on the market, but I'm confident there are enough enthusiasts with a matching use case that these can fill some market space. That's assuming they get into production, and at a non-insane price.
    2
  5267. That's the wrong take.
    2
  5268. That about sums it up.
    2
  5269. That's a question I do not have an answer to.
    2
  5270. Not all of it. Ventilated seats and trunk fridge are invisible, but this is a demonstration vehicle, so they had to go all out.
    2
  5271. Not sued for "bad comments" but for demonstrably false claims. The lady's parents crashed their car and blamed Tesla. The event was black-box verified. Cut and dry defamation. She even apologized.
    2
  5272. The small amount of added time on road trips results in a welcome break that allows me to arrive at my destinations better rested. That means I'm safer on the road as well. The longest I ever charged on the road was 22-minutes, and that's because it was how long it took for the place where I charged to make my pizza.
    2
  5273. Buy whatever makes you happy.
    2
  5274. Probably magic beans.
    2
  5275. Andrew was always good, but this is on another level. Showing this kind of respect to the community shown in the video, and actually digging beyond the easy, lazy headlines is what makes this better than anything I've seen from "real" news in well over a decade.
    2
  5276. Bosch has been working on it, but it's not widely deployed. I imagine they wanted to limit the number of all new risky things.
    2
  5277. Most of the EV pure plays have market caps that are too high to make a buyout possible. Some of them may have billion dollar IP, but that's small consolation when they're valued at $20b.
    2
  5278. They'll figure this out at some point, I imagine. Will it be in two years or twenty is the real question.
    2
  5279. Quality info, thanks!
    2
  5280. More likely the shortselllers. They've engaged in practices like this before.
    2
  5281. Sounds wasteful.
    2
  5282. Awesome! Thank you!
    2
  5283. That's not quite how it works. COH can't be spent down to zero because it creates a death spiral. Anything below $2-2.5b might as well be zero because you lose the ability to borrow, and even buy components. When Elon said they were "almost bankrupt" they still had billions in the bank, but the reality is that a large and growing company needs that in order to prevent a massive sell off.
    2
  5284. That sucks, but I fear you're correct.
    2
  5285. Merriam Webster disagrees. :/ https://www.merriam-webster.com/dictionary/niche
    2
  5286. I think you'll be pleasantly surprised by this week's update, which should be coming out around Monday. ;)
    2
  5287. That's ridiculous. They've been building internal combustion for over a hundred years and they still don't get it.
    2
  5288. @jebes909090 It makes sense if they aren't battery constrained, which they've said at least twice recently is the case. It's being built in a different factory with a different crew with some of the surplus batteries. To me that makes it the right time.
    2
  5289. It's for everyone! Hope to see you there. I'm not shy and I don't hide.
    2
  5290. Hearing that too. :(
    2
  5291. Very true, though not as far as in other trucks since the air suspension makes it easier.
    2
  5292. Lithium Ion batteries were already commercialized when the EV1 was canceled. The world could have been quite different.
    2
  5293. Glad you liked it! It added hour to the edit, but it's totally worth it. I try to make the kind of value-added videos I want to see myself. While you and I may know most (or even all) of the things being discussed, it would be crazy to assume every viewers knows everything. And the labels with the social media links included, well, that's just good manners. These guests gave graciously of their time and talents and it's the least I can do to thank them.
    2
  5294. It's a great car.
    2
  5295. Much appreciated!
    2
  5296. Every step toward hydrogen is a step toward failure. That isn't billions in profit or even revenue. That's billions in orders for products they can't sell at a profit.
    2
  5297. He's worked very hard to get in the shape he is, and he looks great for it.
    2
  5298. I talked with Chris today, so stay tuned! Just have to get it edited, but I have a big event Sunday I'm still prepping for.
    2
  5299. I'm starting to think that might be the case, but to build what?
    2
  5300. Is it a workaround if it does the same job for less money?
    2
  5301. Thanks for the re-sub! Very frustrating stuff.
    2
  5302. @RC18 I have a few thoughts on what will move it. The biggest one is just the numbers. Maybe not the Q1 financials, but quarter after quarter, year after year, it's become clear that this insane, impossible growth is not just doable, but it's been done. The second reason is MegaPacks. We have an interview coming up on the 29th that goes into detail on the math based strictly on what's known today, and it's already poised to become a blowout profit center within the next 6-8 quarters.
    2
  5303. Really? Man, I am NOT a fan of my voice, but as I've pointed out to others who make fun of it, it's the only one I have, so in light of there being no budget to hire voice performers, it's me or there's no channel. I appreciate your kindness. :)
    2
  5304. Nutty!
    2
  5305. I bet they won't either.
    2
  5306. Then you have to wonder why it isn't.
    2
  5307. Right on! With the new information, there was plenty of reason to do more research and figure out what made it the right choice. Lower labor and a hasty permitting process are great, but those are pretty common. The nearness to US operations helps, but I think the big one is the massive number of free-trade agreements that make it an easy choice.
    2
  5308. Exactly. It's done every drive the past 2 days with zero disengements.
    2
  5309. It's crazy how quickly people forget. I've been warning people for 20 years that once China got their branding and IP protection in order, the quality would follow and it would be game over.
    2
  5310. They show up in a single, immediate wave. YouTube makes automatic moderation impossible. Variables aren't permitted. We have a bunch of moderators on the lookout, and they (and me) boop them as quick as we see them, but if we're not looking during the 30-minutes they show up, there can be hundreds of them.
    2
  5311. Me too. I'm still trying to think of a good way to visually represent that, but we'll figure something out.
    2
  5312. Title and thumbnail didn't suggest those answers were going to be offered. No one outside Tesla knows the actual reason.
    2
  5313. Yep. Fixed, thank you!
    2
  5314. I don't see that within the foreseeable future.
    2
  5315. Only a range, but it's very wide. We need to see local deliveries begin.
    2
  5316. Absolutely! It's just one small part of one section on one floor.
    2
  5317. It certainly isn't helping. All the more reason to get those walls in place, I think.
    2
  5318. The numbers were done in advance and written in my notebook. If they deviate from what I said, the on-screen is the one I intended.
    2
  5319. He's a great guy and he was very gracious with his time to share with us newer folks some tips and tricks.
    2
  5320. Wow thanks, I hate it. Read it out loud over dinner just now. The gang was not convinced.
    2
  5321. Pass. That's the same nonsense we've been hearing since 2018, and it didn't make sense then either. These are among the closest audited books in the world. It will take more than theories that rely on fundamental misunderstandings of accounting to matter.
    2
  5322. TBD, but we'll see tomorrow. ;)
    2
  5323. Apart from an endurance race, it should be a beast.
    2
  5324. You're right, of course. I was kind of hoping to avoid adding another layer of work onto the pile, but this is one I don't think I can avoid. I'll get that sorted out this week, and thank you for looking out for me. Without feedback like yours, who knows what opportunities I'd miss. :/
    2
  5325. YouTube doesn't get involved in these disputes. It's an entirely automated system with zero human safeguards to prevent abuse. It WILL work itself out when Univision fails to file the hundreds of lawsuits against all these channels, but MANY channels will just accept it and let their money go. This is especially true for smaller channels who need the revenue the most. And channels that aren't monetized have nothing to gain by disputing it, and everything to lose. Ads will now show up on their videos.
    2
  5326. My oldest was craving chili dogs. He was very happy with our shopping trip.
    2
  5327. Thank you, I appreciate you sticking around!
    2
  5328. That would be something!
    2
  5329. So what are we thinking, six pounds?
    2
  5330. Racist AND woke? That's an unusual combination.
    2
  5331. There was one, yes!
    2
  5332. My expertise is in understanding project management. I had endless hammer-swingers tell me I couldn't possibly understand the Giga Texas project while it was underway, because how could I possibly know what's going on if I've never spent a minute in the trades? When the factory had just a few dozen vertical columns, I mathematically predicted the completion date to within a couple weeks of actual completion. Turns out I have a skillset they didn't understand. Oh, and I have more familiarity with the hands-on aspect than you might expect.
    2
  5333. Lol.
    2
  5334. These are the claims we're up against.
    2
  5335. I agree that a 4-piece truck powered at 10-cents/kWh is cheaper to build AND drive than a 10,000 piece truck fueled by the whims of tyrants on the other side of the world, but there are brand loyalists who can't look at it objectively. Oh well, buying opportunity for the rest of us, at least on the stock market.
    2
  5336. Thanks for sharing! We'll start getting a better picture in a few weeks.
    2
  5337. Depends what it's purpose is. Design center? No problem. Another phase as big as the main building? Not gonna be enough.
    2
  5338. @Andrew Saint That's a great quote!
    2
  5339. That's my thinking. Apart from FSD completion (not mere improvement, we've seen a lot of that already,) or a sharp drop in interest rates, I don't see anything big on the 10-month horizon to move it upward. Doesn't make it a bad investment, but the legacy guys are showing strong numbers with their internal combustion sales, and that's a headwind.
    2
  5340. Right? I almost didn't recognize him when I saw him in person.
    2
  5341. That's an interesting point.
    2
  5342. Good choice!
    2
  5343. Wow man. Coming from you that's quite the compliment!
    2
  5344. That $6.2b isn't cash. That includes the value of all the unsold inventory, and every asset they possess. Cash on hand is under $2.8b, which represents 361 days of operation based on Q2's burn rate. This isn't like the early days of Tesla where they were posting quarterly losses. Tesla's losses were due to Capex and Opex expenses. They always made a per-unit profit on every car sold. Amazon also lost money for ages, but not on the sale of individual books or movies. When you lose money on every car you sell, the easiest way to slow the burn is by selling fewer cars. Lucid is very good at selling fewer cars.
    2
  5345. They tried to make them idiot proof, but we just keep building better idiots.
    2
  5346. I don't either, but I stopped saying it for a couple weeks and the new subscribers fell off really hard. :(
    2
  5347. I'm just glad your here and engaging.
    2
  5348. And collective punishment is a war crime.
    2
  5349. Literally every other automaker in the world. EVs are still growing, despite steps back by US companies.
    2
  5350. The best!
    2
  5351. Glad you enjoyed it!
    2
  5352. How long will that be? There will always be another gain looming on the horizon. At some point you have to take the plunge or you'll wind up waiting forever.
    2
  5353. This is my new favorite theory, and I'm definitely considering it.
    2
  5354. When you join, I thank you. That's not going to change. It's the least I can do.
    2
  5355. That would be helpful information.
    2
  5356. I have confidence we'll both get in, though the wait is definitely stressful.
    2
  5357. ONE crane. ONE. Amazing progress even with all the pieces staged. Fantastic work and here's to hoping the next phases move just as quickly.
    2
  5358. Sounds about right.
    2
  5359. Glad you enjoyed it! It's literally about an hour per finished minute of video, but I think that's what sets me apart. :/
    2
  5360. Dang you salty!
    2
  5361. I wonder how much of that community is trolls vs straight up mental illness.
    2
  5362. Glad you enjoyed it!
    2
  5363. Well then you're welcome, and accept my apologies. :/
    2
  5364. Over the air glue!
    2
  5365. Short answer is they're very expensive. Would be nice to have as a backup home system, like a Powerwall you can take with you. I think they'd just be too fiddly and niche for most people to want or use.
    2
  5366. They do just fine.
    2
  5367. Everyone is wrong sometimes. There are channels that told people to. It over $400 that are still wildly popular. His lessons were more costly than anyone I know, and he got more grief for it than anyone.
    2
  5368. Best of luck, and safe travels! Let me know when you have your bearings. Would love to chat.
    2
  5369. @TheWolfdoctor With Teslas starting to come out of warranty, I expect a lot more certified independent mechanics to start appearing. It's unimaginable that they would be the largest car maker in the market without an abundance of service and repair options beyond the company itself.
    2
  5370. Wow, thank you so much!
    2
  5371. I talked with some Arcimoto owners at a car show in August, and they told me they had recently ordered parts they needed, AND promptly received them. Someone is there doing something, but it isn't production.
    2
  5372. What I heard was "several". Was it seven?
    2
  5373. Eye watering bonus time indeed.
    2
  5374. Why did Nokia and Blockbuster have their best years ever just before they collapsed?
    2
  5375. The $35k Model 3 wasn't available at launch. It was only available for maybe 6 months, and only off-menu (like you'd have to go into a showroom and get help placing the order.) They really didn't like selling them and made getting one intentionally difficult. At that time you could get the SR+ for $38-39k, and it was well worth the small price bump.
    2
  5376. Hard to argue in favor of oil.
    2
  5377. Yay! Thank you!
    2
  5378. It was a good comment. :)
    2
  5379.  @timboatfield  I understand how that would benefit us viewers, but I don't see how the extra cost and hassle would benefit their channels.
    2
  5380. Realized I'd painted myself into a corner much too late.
    2
  5381. Right on!
    2
  5382. You make it, you get to name it. That's how it works, right?
    2
  5383. Made a video about that almost a week ago. There's more to the story, of course.
    2
  5384. Any time!
    2
  5385. You can just say you don't understand physics. There's nothing wrong with that.
    2
  5386. Great stuff, thanks for sharing!
    2
  5387. Unknown, but removal of controls is a world easier than adding hardware.
    2
  5388. When getting the supporting images I saw rivian was originally expecting a curb weight about 1,500 pounds lower. Ouch.
    2
  5389. The absolute #1 in modesty, nobody else comes close!
    2
  5390. That is an odd one. What changed in the last week? I guess they could have finally concluded Cybertruck is real, which would deserve an upgrade in my view.
    2
  5391. Snap out of it, man. This is still happening.
    2
  5392. Because there's always a bottleneck in the ramp and you can't make a car with only 99% of the parts. Might be a corner window, trim, speaker, anything. Because of this, they plan the ramp at a certain pace they believe everyone can handle.
    2
  5393. For sure! The two people I've talked with who have done cross-country tows already (Aaron and Bearded Tesla Guy) were both able to find quite a few places where they could charge without unhooking. Building out more of these to keep up with increasing demand appears to be the key.
    2
  5394. I mean, you're not wrong.
    2
  5395.  @forwardthinkingtrucker  Ah, gotcha. I stand corrected. You're wrong. You share your prediction and let's compare it to mine, and then we can compare notes in a year. You may have wet boots, but I have the 500-foot overview and math. I respect what you do, but it's a very different skill than what I do.
    2
  5396.  @forwardthinkingtrucker  If you ever meet someone who is willing to bet on ANYTHING, take the bet. You shouldn't bet on any old thing. If you have inside info, please share it. Hell, I'll give you an exclusive interview if you're interested. But even working on the site, it's likely your info isn't better than the outside math. Here, let's try it out... when will the site be finished?
    2
  5397. You're being pragmatic and smart about it. You're among the few here who is likely to make a smart buying choice. It all comes down to function. Whichever one functions better for less money will win, though really they both will. Ford isn't going to make very many of these, they have no plans to. They'll get to less than 20% of their F150 fleet by 2025. There's plenty of pie to go around.
    2
  5398. Part of the Tardis equation was paper thin walls though. They did not hold up well in a wide variety of accidents.
    2
  5399. Share your wisdom.
    2
  5400.  @skepticalgenious  You DON'T see Tesla as more than a car company? Not autonomy, not grid-scale energy, not any of the other dozen things they do beyond physical products? I guess if that's your belief, then sell. Take your millions and call it a day. If you put in even $50k, you're sitting not merely pretty, but fat and happy, so leave this to the rest of us.
    2
  5401. I hope it's that low. Tough to say since a lot of the Bolt R&D cost was factored into the sale price (shouldered by LG) while a lot more of it has been done by GM this time.
    2
  5402. Tough to say. There's already one running pretty close to it, and casting isn't as jarring as stamping.
    2
  5403. It's the least we could do.
    2
  5404. Certainly wouldn't fit with the mission though.
    2
  5405. Now that's an idea! Doesn't replace the locomotive, but powers up on regen and puts the power back to forward momentum. Don't know how much of the slowing is done on downgrades by the engine vs the brakes along the full train.
    2
  5406. As long as I can crash on your couch when we get there. ;)
    2
  5407. Many of the wildest claims made by this one have since been supported by outside data, and none have been refuted.
    2
  5408. It's SO MUCH smaller than the minivan, making it more economical and easy to drive, but it's still big enough for us, and the interior space is so versatile.
    2
  5409. This is not how you bring back domestic manufacturing.
    2
  5410. I thought it came out great!
    2
  5411. Thank you so much
    2
  5412. I've only seen this in renders. I'm not sure if that's going to make the final design, but I'm awfully curious.
    2
  5413. It was subtle. I hoped someone would notice it.
    2
  5414. Maybe so. Feels more to me like they want to break their old record. Will be interesting to see what the margins wind up being.
    2
  5415. Do you think it would change anyone's mind?
    2
  5416. It ruins me professionally, but I am unwaveringly objective.
    2
  5417. That's one I'm working on, and hope to have it scheduled to cover while I'm on my road trip at the end of the month. ;)
    2
  5418. Thank you so much!
    2
  5419. They didn't have much room to go anywhere else.
    2
  5420. There are channels and publications that will repeat any rumor they hear without vetting it, and it's exhausting. I've seen some truly silly ones, like the idea that Tesla would be using the airport in Mexico City to ship cars out. When a source shares something with me, the first thing I do is validate they are who they say they are, and then I do research to determine the plausibility. I got info from a source in Nevada, but I couldn't validate it, so I didn't run it. Turned out to be true, but I wasn't going to stake my reputation on it.
    2
  5421. Not the silliest thing I've ever heard, but it makes the list.
    2
  5422. You bet!
    2
  5423. Just applied a modest filter. Is it noticeable?
    2
  5424. Silly or not, you're not wrong. :)
    2
  5425. Very cool! I guess the only other UK guest I've had was Will from Tesla Jigsaw, and we've done more than a few, but it's been a while. I should reach out to him since we talk so often on X.
    2
  5426. Motor on each of the 2 rear axles. The jake braking needs to go. It's just so obnoxious.
    2
  5427. I have to agree. There's a LOT to manage, and I'm sure everyone will get there eventually, but it's a real uphill struggle at this point.
    2
  5428. The market isn't rational. There were tons of us who saw how undervalued $TSLA was in 2019, and we made out well from it. When it hit all time highs, I can't say I understood it beyond FOMO and speculation, but I still appreciated the fun of the ride. Here we are a few quarters later and production keeps climbing, margins keep improving, and two new factories have opened up, yet we're down almost 50%. Nothing bad has happened in that time, but fools just keep selling.
    2
  5429. Don't tell the motorheads in Motor City that a word in common parlance can mean more than one thing. They'll get more upset than the folks at the pedant convention.
    2
  5430. Nobody cares. I'm explaining why his attacks have had the results they have.
    2
  5431. At the rate we're going, shouldn't take too long.
    2
  5432. Ha ha! No plans for that just yet. ;)
    2
  5433. It's a good point. They could handle making 50 trucks a week, but not 1k+ a week, and that's what the factory would likely target.
    2
  5434. Absolutely!
    2
  5435. Thanks for watching! We're having fun with it. I only bring on guests like Jordan, Sandy, or Alexandra when I have a bunch of really good questions ideally suited to their expertise, and I do save up my list. Currently the list for Sandy is overflowing, but his people aren't willing to get me back on the calendar at this time.
    2
  5436. As a former Arcimoto investor, the pain is real.
    2
  5437. @ejt3708 It was actually 9-days later.
    2
  5438. Yes, there is. Headlines are A/B tested and whichever works is what stays. People complain about it, but refuse to click unless it has it. I can't change human nature, and the alternative is to go out of business.
    2
  5439. I'm getting real world pushback as well.
    2
  5440. My only hope is to make myself sufficiently endearing that when AI takes over ALL Tesla videos (which is already well underway,) that there's still a place for me online. After that, I'll do, what, live events I guess? That is, until Optimus can do those presentations better than me. But I'm sure that won't happen for SEVERAL months. :(
    2
  5441. Glad you found something that makes you happy.
    2
  5442. Not many people have more than one child anymore, and for those who need larger capacity or a different use case, there's always 3, Y, S, X, and Cybertruck.
    2
  5443. The aero is tricky, but the weight is just unfortunate.
    2
  5444. Sometimes, but he's a whole lotta fun.
    2
  5445. Thanks Steve, I appreciate that. That's pretty much exactly what I'm going for. I've been following Tesla for years, and I imagine it shows, and the humor is just part of who I am.
    2
  5446. The China dependence thing never made any sense.
    2
  5447. Gotta dig or it winds up being the same interview everyone else has already done.
    2
  5448. Thanks for sharing
    2
  5449. From the air, it appears it was only two-ish weeks. Not long.
    2
  5450. Some will. Lucid was counting on sales from all the people who said they'd buy anything with over 400 miles of range, but found out the totality of factors still matters. I'd buy 500 miles of range IF it wasn't outrageously expensive and it still met all my other needs. That car probably can't exist as I'd need it, but it will.
    2
  5451. Good points all around. Yes, the Model Y is very much a known entity, while CyberTruck is a whole new beast, and I expect to see Model 3 launch level challenges getting it into mass production.
    2
  5452. Glad you enjoyed it.
    2
  5453. Always! I just can't do it any other way. :)
    2
  5454. Vote with your money. That's the only language they speak.
    2
  5455. Wow, thanks!
    2
  5456. Sounds like something Big Ice Cream would say. 🤔
    2
  5457. Thunderfoot hates everything. It's kinda his jam. It's unfortunate because the hate is what made him famous and now he's beholden to it. When hate is more important than truth, the information relayed will be unreliable by nature.
    2
  5458. Thank you, and I look forward to sharing the stage with you next month!
    2
  5459. Absolutely. That's going to be the norm moving forward.
    2
  5460. Disappointment was too great to hide.
    2
  5461. These lots have since been emptied.
    2
  5462. Wow, thanks! Have you seen my newest video about Giga Texas being 28% done?
    2
  5463. It's how I get new viewers to comment. How'd it work?
    2
  5464. I completely agree about the 5th wheel. My parents used to do that, and the sheer mass and drag of it necessitated a 2nd gas tank. I don't remember how much they held for his old F250, but I want to say they were both around 20 gallons. While today you're still only going to get 400ish if you keep the speed low, that's still a world of difference to what even the Tri-Motor CyberTruck will offer. This is a first generation product. It doesn't have to be for everyone.
    2
  5465. Growth has been nearly flat for months. It's just really tough to grow the channel when the stock is flat because brand enthusiasm is so low.
    2
  5466. If he isn't, I'd sure like to see some evidence.
    2
  5467. Thank you so much!
    2
  5468. Berlin & Texas didn't hit their respective 5k/week run-rates until midway through Q1. They were at or above 5k/week by the end of the quarter, so the small increase isn't based on the entirety of Jan-Mar, but the rate they were able to achieve before April began.
    2
  5469. Hope so. Could also be the one that was cancelled. Really tough to get information out of them.
    2
  5470. See you there!
    2
  5471. It's haters latching on to an easy talking point. They don't have to understand it, they just get to feel like they're smart.
    2
  5472. Yep, things have really taken off. Very exciting times. Hopefully the stock continues to perform, but I have no idea what it will do, so make any investment decision carefully. I believe the company will only grow and has a lot of room to continue that growth for years to come, but the stock market isn't always rational. There was no reason it got as low as it did in May of 2019, which is why I saw it as such a good buying opportunity.
    2
  5473. What's your estimate, and how have you arrived at it?
    2
  5474.  @dmitchellhomes  Absolutely excellent response. My 44% is definitely not based on budget spent, but time. That's the part I think investors and buyers care more about.
    2
  5475. Rivian's price hikes have been substantially bigger, so I'm not sure I follow.
    2
  5476. I would never hire a maid or butler, but I might get a robot to do the work instead. That application displaces no workers. As the boomers retire, the labor shortage will increase. This can address that issue.
    2
  5477. Careful with your sunglasses and socks, because that torque will knock them off.
    2
  5478. He's moving soon. I'll put the pressure on then.
    2
  5479. He likes me because I don't jump on the hype train. It's a tough way to build a channel, but at least it's honest.
    2
  5480. I try. There are folks out there who just want to hate, but that's more a statement on them than me. With infinite channels to choose from, at least they left a comment here before buzzing off. ;)
    2
  5481. They make vastly more money than I do. Extremes in both directions pay well, but I'm not willing to lie to make money, and it's unfortunate that these are the choices.
    2
  5482. A terrible idea. I love it!
    2
  5483. Totally fair.
    2
  5484. He knows better. He's being dishonest. I'd say that's worse because you can correct someone who is merely mistaken, but you can't when their job depends on repeating the lie no matter what.
    2
  5485. They've already studied Tesla. Unlike 10 years ago, they've gotten serious about seeing what all the EV companies are up to. Ford even has a Cybertruck they're planning to examine.
    2
  5486.  @craiglenz758  Elon has stated that they are in the works... so... five years maybe, ten years definitely?
    2
  5487.  @bryanwhitton1784  I would love that, but between my income and the exceptionally few miles I actually drive, it doesn't seem likely. I have four boys, so anything under 6-seats is a no-go, and a 7-seat Model Y (which is tight, but plenty doable for us) would cost as much as my first house. :(
    2
  5488. Thanks!
    2
  5489. Totally agree!
    2
  5490. Crazy. Defeats the point of the gauge, really.
    2
  5491. Appreciate that.
    2
  5492. I'm not convinced a lava lamp could do worse than what they have these days.
    2
  5493. It's right in the middle of my theater run and WAY outside my budget. It's on my wish list, but it will have to wait until at least next year. 🙁
    2
  5494. Because humans tend to anthropomorphize, and it more closely resembles the form of a male.
    2
  5495. The food and bathroom break are done DURING the charge, as opposed to it being a whole different step with gas. The doubters overlook that on purpose. They have to.
    2
  5496. I still make those, so I hope you still have a chance to watch them. :)
    2
  5497. It's unfortunate that we have to have this conversation.
    2
  5498. Thank you very much!
    2
  5499. I think their ambition to build (and sell) 100 is reasonable.
    2
  5500. R1T considers itself a more useful version of the X, which I think is a fair assessment. If you haven't had a chance to check them out, they're awfully nice. Rivian looks like they have a real shot of making it, and if they're margin-positive of the delivery van, that's going to help them get there.
    2
  5501. Great suggestion!
    2
  5502. I've talked to the engineers. Retraining for new vehicles is easy. It's training for rear steer that took the extra time.
    2
  5503.  @XtrahotForex  YO MAMA! Boom, roasted... but seriously, she's a lovely lady. She said you should call more often. ;)
    2
  5504. Last I heard, they still had plenty of orders. Not sure if that's a few months or a few years worth, but certainly more than they could ship in a quarter or so.
    2
  5505. Can't wait!
    2
  5506. NEVER?!? That's incredibly fortunate for you. That suggests you sell them before they die. Apart from accidents, those are the reasons cars wind up in the scrapyard. Many repairs are so costly they can't be justified. My Chevy Venture blew the head gasket, which would have been a $2k repair on a rig worth about $2,500 at the time. I didn't do it. I replaced it with a Pontiac Montana (same car, different badge,) and it also blew the head gasket (a known issue, apparently.) I did replace it because it had significantly lower mileage, but I probably shouldn't have. I had the transmission go out in my '82 Civic and '86 Accord. Actually bought the Accord for cheap with a bad transmission and had it replaced. It was 10 years old when it failed.
    2
  5507. Specifically excluding the Tesla choir is a pretty rough deal though. Even Kyle from Out of Spec could have done a bang up job with it AND reached a wide audience.
    2
  5508. Apparently not.
    2
  5509. Maybe so.
    2
  5510. Oh I'll sell alright. My plan is to start selling off 1-2% a year around 2039. Until then? Naw, I'm good with holding.
    2
  5511. It's possible, but bear in mind that a MegaPack can only charge a couple trucks before it's empty.
    2
  5512. Is it surprising?
    2
  5513. It's a policy more than a law, but strictly enforced nonetheless.
    2
  5514. As a general rule, you should try to be nice to people, but especially so when it comes to predictions. You never know who's going to wind up being right, and the 188k was about as accurate as the Wall Street consensus.
    2
  5515. I have high confidence.
    2
  5516. You keep using that word. I'm not sure it means what you think it means.
    2
  5517. Unplugged Performance is one of the companies. I interviewed them about their UPFIT policy cruisers last year.
    2
  5518. Try saying "niche" in a video and wait to see half the audience furious you said it wrong. It's exhausting, so I go to the extreme and say it as wrong as possible.
    2
  5519. There is competition, and even competition in this exact segment of the market. They need to get serious, and there's no indication they're doing that.
    2
  5520. Kind of depends on how much of the interior needs to be done for the site overall to be considered finished. It could be that since so much of the equipment installation is already underway, that my 17-weeks from walls to done is overly pessimistic. Still pretty exciting either way.
    2
  5521. That's 8x the current global GDP. Might be a tad high.
    2
  5522. Thank you for leveling with me.
    2
  5523. It's the "no apparent reason" part that's so odd to me. No big recalls, shut downs, expenses, or anything to actually impact the stock. It's just... sliding.
    2
  5524. I considered liquidating the rest of my positions to buy more Tesla, but I fear they'll be too slow to get in on these low prices.
    2
  5525. Those are intended for the compact model. Will be interesting to see.
    2
  5526. Lol. See you next year.
    2
  5527. Why wouldn't you Google it first? There's way more than that. Has been for years.
    2
  5528. There's the other Brian!
    2
  5529. Testing is never meaningless.
    2
  5530. Many of the loudest Tesla channels are unable to see that. They imagine it's nothing but rubber stamps from here out, which isn't how governments work.
    2
  5531. Well said!
    2
  5532. Haven't heard anything credible about that.
    2
  5533. Construction is ongoing, but I haven't heard a timeline. The price of lithium has fallen substantially, so it's unclear if it's still urgent.
    2
  5534. It's like these other folks don't get you, man.
    2
  5535. Time to let it go.
    2
  5536. The Limiting Factor pointed out that the falling cost of lithium has put a lot of R&D on sodium on the back burner. It may take longer to commercialize than originally expected.
    2
  5537. Can't do it. If I get any prettier it will distract from the message. Can't have viewers zoning out enraptured with these stunning looks my friend. There will come a day in the not too distant future where the choice is made by my genetics instead, but until then, I'm hanging on to every last wisp I have.
    2
  5538. That's the kind of lean approach I think would help. Just have an auto-reply to press inquiries that says "check the press FAQ page for the answer in case it's already been asked, and check back regularly as it's frequently updated with new information based on questions from people like you." This would also push journalists into reading topics beyond the narrow scope of their story and lead to a better understanding among the "experts" covering Tesla.
    2
  5539. Was this video one of my "smarty stuff" videos?
    2
  5540. Good point!
    2
  5541. You'll notice the racers like Blake who bested Pike's Peak removed the yoke in favor of a wheel.
    2
  5542.  @jamespatrick5930  You just know I'm going to try to work "the holes" into a future episode. ;)
    2
  5543. 15% off with coupon code MTW. See you there!
    2
  5544. I don't understand how that EV Day GM presented didn't set off alarm bells. It was pure hype with nothing to back it, and it was transparent to anyone paying attention. That's why all of who watch Tesla saw right through it the day it took place.
    2
  5545. That's the plan!
    2
  5546. What a strange way to spend your time. You'll notice I didn't say it's better, and actually said that on a test of reasoning, it's not even as good as some of the others, but that it's different AND has a unique monetization opportunity which most of the others lack. Find something in life that you love and focus on that. Joy begets joy. This is the opposite and it's not healthy for you.
    2
  5547. Thanks for sharing! My list was mathematical and including weighting for a number of factors that bumped up fully developed nations like, political stability, low corruption, well established auto manufacturing industry and supply chain, and median incomes. Mexico is a done deal, and that's very exciting. I hope India is next. I see huge growth opportunity there. No reason it can't be even bigger for the company than Giga Shanghai.
    2
  5548.  @MarkXHolland  Same boat. I really hope they'll succeed, and they have a solid path forward on account of their racing pedigree and deep pockets, but their pattern of deception all but ensures someone is going to get screwed one way or another. Maybe it's their early investors, maybe it's the SPAC bros piling in late. They will move some units, but the odds of NO ONE getting boned are slim. The only question now is who.
    2
  5549.  @tigaagul7  I'm no Teslanaire by a damn site, but I'm VERY happy with my returns since 2019.
    2
  5550. Wanna know how I can tell you didn't watch the video?
    2
  5551. Right?!? Who goes deeper into the weeds than Jordan? Not even Sandy goes as far into the technical side, and Sandy is a doge among men!
    2
  5552. Love doing it, but you can see why I won't go without a ticket anymore. Just too frustrating.
    2
  5553. I think I'd have to use a VPN to call it petrol. Them's the rules.
    2
  5554. How much did Carmax pay?
    2
  5555. Like you suggested, that strategy only works for so long, and their pile of cash isn't big enough to crush anyone without first turning a profit.
    2
  5556. Was there one on THIS video?
    2
  5557. BYD is allowed in China and Europe, and Tesla is not out of business in those markets. More likely you'd see other brands struggling.
    2
  5558. Zac has a reservation number under 1,000 I believe. He'll be right at the top of the list.
    2
  5559. It wouldn't be a Tesla if there wasn't an AWD performance variant. ;) Ed White was my dad's name. Just kind of funny.
    2
  5560. No one compares either of us to the other. Hundreds of comments a day and this is the first time I've ever heard this.
    2
  5561. Depends on a million factors. I've interviewed a few different shops that do it, and it generally starts in the $30k+ range, and goes all the way up to whatever you can imagine, depending on what you want it to be. In short, it's a bit prohibitive.
    2
  5562. @dcsr23 There are some fundamental misunderstandings in your claims. It is NOT easier to transport hydrogen, not by a long shot. Electricity is already available nearly everywhere people are. Hydrogen is an engineering nightmare to transport because the molecule is so small, and it reacts with metal in ways that make it prone to failure. And the refueling speed is a lie. Sure, you can fuel up your Toyota Mirai in 5-minutes, but the station has a 20-minute refractory period between vehicles while it pressurizes for the next fill. If you show up to that two million dollar station and someone is already at the pump, you're going to be there for a half hour. Fleets are unlikely to be interested in a station that can only handle two trucks an hour while costing millions when a BEV spot has the same capacity, but costs 90% less.
    2
  5563. From the song.
    2
  5564. So cool. What a smart feature.
    2
  5565. I don't believe it's fake, just that the story is.
    2
  5566. I think you didn't watch the video. 🤔 Nothing you described is in it.
    2
  5567. Thanks! 😃
    2
  5568. Tesla doesn't generally show cars unless they intend to sell them. Other companies love to show things to build hype with no intention of making it.
    2
  5569. Thanks!
    2
  5570. Now you've got it!
    2
  5571. STILL not a trading channel. Your boos are meaningless, I've seen what makes you cheer.
    2
  5572. Indeed. I watched his video, but I didn't find his explanations compelling enough to reconsider my numbers. None of the serious analysts are as bullish as Rob, but then again, they're not willing to show how they come up with their guesses.
    2
  5573. I lost a lot of subscribers over this video, but failing to run it would have been a disservice.
    2
  5574. It's a balancing act for sure.
    2
  5575. Couldn't agree more! As a Tesla investor and fan, there's no deeper insight into the engineering apart from Tesla themselves, and they don't talk about things like this. These are the kinds of interviews I've been trying to do since the beginning, but it's exceptionally difficult to get experts to appear on a channel this size. That's why I was willing to drive all that way on my hunch that Sandy would be there, and as a contractor with Arcimoto, I just knew he'd be expected to give interviews. Hopefully the quality of the questions will open more doors for cooperation and collaboration with other big names in the future.
    2
  5576. @Debaditaya Saha Ask your mom. She'll explain it to you. It's lush as nuts where it counts.
    2
  5577. It's coming.
    2
  5578. Maybe. Will be a lot of addressable market before they get to those edge cases where RWD can't handle 99% of it.
    2
  5579. Muggy!
    2
  5580. Whoever told you that is guessing or lying. There's no framework in place to do that.
    2
  5581. It's the concept, so let's wait until we get to see what the production model looks like. They're usually very good with design, but their EVs have been lacking.
    2
  5582. They really are unforced.
    2
  5583. Foundation work has begun in the NE at Giga Texas, so I'll track that next. But a whole new build? Maybe late this year, but no real clues just yet. Gotta get Berlin/Texas well along the ramp first.
    2
  5584. Appreciate that!
    2
  5585. I'll touch on that at the end of tonight's livestream on the 2nd channel.
    2
  5586. Don't report me, bro! 😅
    2
  5587. If you believe this, you lack the capacity to invest in individual stocks. I'd say you'll have better luck burning your money for warmth, but if you think these insiders are lying (they'd be motivated to tell positive lies,) or that I'm making it up (wouldn't I fabricate sexier lies than "the part numbers keep changing"?) then I'm not confident you'd be safe around matches.
    2
  5588. Glad you're enjoying your new ride.
    2
  5589. Certainly felt small and isolated.
    2
  5590. $220b is a pretty astronomical number, but their creditors seem at peace with it. This is likely because their debt:equity ratio isn't the highest in the industry, and their cash reserves are so substantial.
    2
  5591. The weight depends on the manufacturer. GM is infamous for going tons-deep on that front, but most manufacturers are able to build cars with comparable weight. The tire thing is a myth. It comes down to driving style. I'm at 30,000 miles and have tons of life left on my mine, but I never stomp on the pedal. Look up tire wear on other high performance cars and you'll see the same complaint. Plenty of Hellcat owners saying they only get 10,000 miles before their tires are shot.
    2
  5592. Yep. Wanted the masses to see what these are so they can determine value without guessing.
    2
  5593. @Baudelier42 Extremely limited edition hotcakes?
    2
  5594. There are a lot of cars where the styling just isn't for me. I like the look of the Lucid, and on some trims I think it looks awfully good. There's only so much you can do with a low coefficient of drag. In the low drag space I think Porsche proved you can make something truly beautiful.
    2
  5595. Definitely don't type into google any other way.
    2
  5596. Wow!
    2
  5597. It's impossible to know which aspects of the project require the most time. We can make educated guesses, but they're still at the whims of suppliers, COVID restrictions, and who knows what all else. If I get a better metric by which to balance the equation, I'll use it, but for now I'm just stuck counting footings, frames, and roofs. :(
    2
  5598. Absolutely. I read these comments. When I say the videos are to make you smarter, but the comments are where you make ME smarter, I wasn't joking around.
    2
  5599. I can't predict that, but I'll say the most insurmountable obstacles historically have been compute power and a lack of open world problem solving. The world's most powerful supercomputer when Asimo development started is on par with the cheapest smartphone chip today. AI problem solving didn't exist even a handful of years ago. All big tech is built on the legacy of what came before it. Now is the best time (yet) to try to get to that elusive next level.
    2
  5600. Your understanding of China is not from this century.
    2
  5601. Apple wanted to build something that they couldn't complete. If they just made a car, they could have done it. Their ambitions were too grand for what they were capable of.
    2
  5602. Howdy there, my friend. Good to see you!
    2
  5603.  @techfixr2012  Unknown. We're still a bit short on volunteers, we're massively over budget, and there's no way to know if the cell tower can even handle it until we see how many people are going to be there (since we won't have a Starlink.)
    2
  5604.  @timboatfield  I think most channels just remove or report them as Spam, but this one felt a tad unique, so it actually warmed m' heart. What can I say, I'm tired. :o
    2
  5605. Howdy!
    2
  5606.  @mouser58907  That would make more sense. I can't imagine they'd have something groundbreaking just sitting under a cover like that in more or less plain view.
    2
  5607. Best not to go out in weather like that. You very well might melt.
    2
  5608. That would reduce congestion, and results in vastly higher revenue, but wouldn't do anything to reduce noise or improve air quality.
    2
  5609. No, it fits perfectly over the factory wood.
    2
  5610. Interesting idea. The non-sleeper cab version will certainly be lighter, but we won't know the weight until Q4.
    2
  5611. I haven't heard anything about a Roadster update, but I guess we'll find out soon enough.
    2
  5612. They're presently made next door at Giga Nevada. That seems like it's likely to continue.
    2
  5613. Twice as many points of failure.
    2
  5614. Any time!
    2
  5615. Wouldn't work on the existing lines.
    2
  5616. Ah, but in which direction would it change the profitability? CATL and others have decades of experience in battery cost reduction, while Tesla is just getting started.
    2
  5617. Literally nobody has ever said that before. I'm sorry it's so disorienting. I'll work on making it more subtle in the future.
    2
  5618. I always try to be honest, open, and positive. There's room for every flavor of voice in the Tesla space. Warren somehow never connected that I was the same person he was talking to on Twitter coordinating the meet & greet. Even in his livestream where he said he was going, he said about me that "he might have a YouTube channel too, I'm not sure" which was a bit puzzling. We've talked a dozen times in the last year and a half, but I somehow still wasn't on his radar. Oh well. He's not going anywhere and neither am I. Hopefully he'll come around, but outrage is his brand and it resonates with his audience. it's not like him hating or loving my work would have a meaningful impact on what I do.
    2
  5619. All the more reason to start the conversation now.
    2
  5620. By the standards of most countries, it is. They take a particularly hard line on it.
    2
  5621. Appreciate that, I put a lot of work into it.
    2
  5622. Yes.
    2
  5623. Your frustration is misplaced. The transition to EVs (and the benefits that come with it) have been apparent for years. The biggest car companies were ideally positioned to make the most of it, but they chose short term profits over long term domination, and even survival. Kodak invented the digital camera, but chose not to make the transition because film was too profitable. It's the same thing we're seeing with electric cars. Lithium Ion batteries were already on the market when GM discontinued the EV1 program. They could have been where Tesla is today ten years ago if they weren't slaves to their outdated product lineup.
    2
  5624. Fixed, thank you!
    2
  5625. No evidence, no reason to believe solar is coming at this time. :(
    2
  5626. Much appreciated!
    2
  5627. If he does it will be half the charm.
    2
  5628. He said he wouldn't fight a lawsuit when he's wrong, even if he could win. If the claim is he's hurting shareholders with his actions, the evidence is unfortunately everywhere you look.
    2
  5629. Tesla has PR departments in Europe and Asia. Just not the US. A small department (even one person) could make it eaiser for the rest of us to get the truth out for free.
    2
  5630. Great context!
    2
  5631. At least you still have your sense of humor.
    2
  5632. Maybe so.
    2
  5633. Yes they are! One stayed home, but three of them joined us. We had a blast.
    2
  5634. You're not getting good information. Losing HALF it's charge in below zero weather? That information is bad enough you should throw it out and do your research the old fashioned way.
    2
  5635. It felt odd even at the time.
    2
  5636. It's a state by state rule. Federal government could push it sooner, but I'm not aware of a way they can make it later.
    2
  5637. I'm confident their metallurgical scientists have the capacity to determine the best cost:performance ratio.
    2
  5638. It's not showing up on the mobile version of the site. What is the purchase outright price?
    2
  5639. @VVatt Up it actually only looked expensive on paper. Once you discount the $60M+ tax abatement it was only around $30M.
    2
  5640. Thanks 👍
    2
  5641. Tough to say. They set the pace and others are working to catch up. Wouldn't surprise me if there are Chinese manufacturers capable of lightning speed.
    2
  5642. Common misunderstanding.
    2
  5643. You didn't share the conclusion though, which is the most important part.
    2
  5644. Boom! That's not a bad one at all.
    2
  5645. Jordan is a great guy and a tremendous asset to Munro & Associates. There was only about 90-minutes to mingle from the end of the presentation until the end of the event, so the 13-minutes they gave still felt awfully generous.
    2
  5646. Ah, gotcha. No it's 6% up from their highest known production level last quarter.
    2
  5647. Yep, that was a huge oversight in this video. Thank you!
    2
  5648. Can't do that.
    2
  5649. It will be interesting to see how it performs in practice.
    2
  5650. I pay less than $5 to fill up completely at home. On road trips it's more like $18. Maybe you're richer than the rest of us, but that's just too much money, honey.
    2
  5651. Glad it was helpful! I only know as much about the topic because of Sandy's videos, and I certainly can't expect everyone to know all the little things. Besides, just makes it look nicer.
    2
  5652. People ask this constantly, and it still gets asked even though I've answered it a half dozen times, even in a whole video on the topic. The reason cities the size of Las Vegas never have a subway is because the economics don't work until you hit a very high number of daily riders. The fixed cost is extremely high, and the utility is limited when it only makes sense to run a train every 30-60 minutes.
    2
  5653. Thanks, will do!
    2
  5654. Glad you enjoyed it!
    2
  5655. You'd be charged with perjury.
    2
  5656. I've been on the road at CES, so we're doing our best.
    2
  5657. They don't have the factory. What they have is a building. I've watched the drone footage and they would need to load in 5-10x more equipment to be capable of the production numbers they've told investors to expect.
    2
  5658. It's already bigger than what's completed in Nevada. If Giga Nevada is ever built to the original footprint, Nevada would be substantially larger than Giga Texas. Maybe double the floor space.
    2
  5659. I'm curious if you're an analyst, or have worked in banking or finance, or have consulted large investors. Having the best truck is only a billion dollar product if the company can build it. If it was the best truck, they wouldn't be trying an 11th hour pivot to hydrogen.
    2
  5660. It's frustrating. I've always been about the reality, but the hype channels are wildly successful for cheering on every move he makes, including the ones Elon later realized were missteps. He's a brilliant businessman and engineer, but like all experts, once they get out of their wheelhouse, their expertise tends to drop off sharply.
    2
  5661. Great point.
    2
  5662. 4.3M square feet (400k square meters)
    2
  5663. Without high-pressure sales tactics, I'm confident every legacy car company would go out of business (in the US at least.)
    2
  5664. The last hundred years has gotten every last bit of performance they can from those engines. They might have another 2-5% efficiency to gain, but they're basically perfected. EVs are just getting started.
    2
  5665. I appreciate that!
    2
  5666. Oh good grief.
    2
  5667. Ah yes, those fresh classics.
    2
  5668. That's what I've been saying!
    2
  5669. Glad it was helpful!
    2
  5670. Where was it?
    2
  5671. Not a crazy comparison at all.
    2
  5672. Instilled more anxiety than I expected, but it went great.
    2
  5673. That isn't safer, just differently dangerous.
    2
  5674. Full drone video is already posted on Simon's channel. Search up Michigan 2024 Tesla light show.
    2
  5675. The market is vast and I don't see the Tesla compact model reaching the European market in the next 18-24 months. Tesla doesn't have the same outrageous degree of EV market share in Europe, and a lot of the benefits (namely range) aren't quiet as critical as they are in the US.
    2
  5676. The whole market it down, but tech stocks especially. Elon sold oceans of Tesla stock over the past year, in part to cover his tax bill, and also to fund the Twitter acquisition. Both create a drag to some extent, but how much is unknowable. His prolonged absences from Tesla this year while dealing with Twitter may have had an impact, but again, unknowable. The bottom line is that SpaceX and Tesla are well oiled machines at this point, and they do not require the sort of do-or-die attention they've needed in the past. Elon feels Twitter needs that attention now, and I'm sure he's confident it will normalize in the not too distant future. As I've said before, I think he'll be there for another 2-4 weeks, then head to Texas to focus on Starship for a while, then over to Giga Texas to get the CyberTruck launched. I think those would represent the best use of his focused energy, but only he can see how each project is progressing.
    2
  5677.  @Coltn3125  You say that like I don't already have funds in ARKK. ;)
    2
  5678. Mary Burro might be a jackass. ;)
    2
  5679. I would say it's very unlikely since the cost would be substantially higher than just using the roads, plus it would require investment in loading/unloading areas, and (though I haven't looked yet) there are likely overpasses that would have to be rebuilt to accommodate the boats.
    2
  5680. Okay, don't make fun of me here, but I literally never even realized this. The lead emissions, yes, I knew about those, but the other particulates? Eye opening. ICE cars don't only emit C0 and C02, but other metals, plus the brakes... EVs don't use brakes as much. They have regenerative braking. So this will be cleaner in obvious ways, cleaner in less obvious ways, and quieter to boot. Let's go already!
    2
  5681. The grid handles it fine. Who told you it doesn't?
    2
  5682. These are wild times.
    2
  5683. Gotta stress test it!
    2
  5684. Much appreciated!
    2
  5685. Glad you enjoy it!
    2
  5686. Well said!
    2
  5687. One thing I hate more than greed is greed disguised as benevolence. It's gross.
    2
  5688. Yes please! I've yet to stay at such a place. When I've shopped for it, the hotels that offered it were in a class that was a bit steep for me. I did stay at one place that had chargers you could pay for, but it cost more than the Superchargers down the street.
    2
  5689. Not sure, but I'd guess because it makes oversteering pretty easy.
    2
  5690. Appreciate it!
    2
  5691. The local kind. Whatever's native to the area in need. It's all handled through charities.
    2
  5692. Thank you! I do put a lot of work into them, so the recognition of that effort is appreciated.
    2
  5693. LFP is still improving, so they're likely to see continued energy density. LFP is out of patent, so anyone can make them. Tesla appears to be set to start making some, but BYD and CATL are already giants in this chemistry, and they each use novel approaches from one another.
    2
  5694. They can't get under my skin. I appreciate the spirited discussion. ;)
    2
  5695. Huh. Yeah, that actually makes sense.
    2
  5696. It didn't over the past week. Pretty surprised by that.
    2
  5697. Still unclear to me.
    2
  5698. No u... See how that works? You have to add more than objection to move the conversation forward my friend.
    2
  5699. Concerning.
    2
  5700. Lol. At least you still have your sense of humor.
    2
  5701. Entirely possible.
    2
  5702. It takes the engine longer to reach optimal operating temperature. The engine oils also offer some additional resistance while they are cold and thick.
    2
  5703. You do understand they're losing money on every car sold, right? That's the actual limit.
    2
  5704. Thanks!
    2
  5705. I'm going live in about an hour to address comments like these.
    2
  5706. @Janine Shearer Most of what Milton promised was false. That's why he's been indicted. Everything about the Badger was fantasy, and at the majority of what he said about the semi truck. The timeline they appear to be on now is realistic, but it's very different from what investors were told last year. A lot of good people lost great fortunes on those lies. Extreme caution is absolutely justified with anything related to the company, especially since the executive team who enabled it remains in place.
    2
  5707. Maybe so, but it appears they didn't in the case of these particular rides.
    2
  5708. Ah, okay.
    2
  5709. Joe Tegtmeyer spotted new SuperChargers arriving at the site, which suggests to me you may be right.
    2
  5710. Your story is very weird, and based on your comment history here, I'm not inclined to extend the benefit of the doubt. I'm sure this scenario could exist, but your pattern of FUD is just gross.
    2
  5711. The original urban legend (also untrue) was 8 individual spiders per year. I just figured adding "pounds" to the mix would spice it up a bit.
    2
  5712. Best kind!
    2
  5713. Wouldja believe this wasn't even from the California Takeover, but much earlier when I was in Michigan? This was in my son's folder to work on, and he takes his time.
    2
  5714. The government also owns a ton of parking lots. Parks are more visibly government owned, but in reality there are a ton of places. Even in cities there are derelict properties the county ends up owning due to unpaid taxes.
    2
  5715. Latest reports from the local government officials are that groundbreaking is imminent.
    2
  5716. Huh. Well I goofed that one. :/
    2
  5717. @VJ-ft2xj No, to heck with that. They already ARE better and cheaper, but traditionalists still won't buy them because they like things the old, familiar way. There are no bygones in this equation when I'm stuck breathing the same air, drinking the same water, and being blasted by the obnoxious noise from those who would rather cling to the past.
    2
  5718. NO company would be wise to 100% lash themselves to another ship. Diversification is key. I worked in a plating plant in the 90s near Boeing in Everett, and most of our competitors leaned on them. Too heavily, as it turns out. Our boss always told us he avoided Boeing work because if it dried up, they would die, and that's exactly what happened to the other guys. Last I checked on them was about 15 years ago, and they were doing small batch work on custom, last-minute orders where guaranteed precision was key, and they were still around. No small feat following an era of outsourcing.
    2
  5719. I'll try one or two to see how they're received. Not sure how easy it will be to trim it down when there are two of us, but it's worth a shot.
    2
  5720. Don't all factories ever built already have a design for Optimus? At most it should only need some convenient charging stations.
    2
  5721. The math says this month, but I'm just hopeful it happens by year end. You've been so kind to me throughout, and since so far back. Thank you!
    2
  5722. Today could be the day, so about 37 months, I guess. 😉
    2
  5723. Thank you! Cheers!
    2
  5724. Not the case.
    2
  5725. Will do, thanks!
    2
  5726. It's not for you.
    2
  5727. Someone should Tell Vinfast, because their mobile website as of today (checked 4 hrs ago) doesn't list it.
    2
  5728. Glad you like them! We met online from drone footage about two years ago, then in person a bit under two years ago. We met again (for a few days) during Cyber Rodeo, and have done 74 episodes together. I think we have a pretty good rapport.
    2
  5729. So good to see you!
    2
  5730. Seems solid too.
    2
  5731. I never saw those structures in Shanghai's Phase 1. Can you help me see where they are located?
    2
  5732. Have you heard anything to contradict this?
    2
  5733. No, I can't. My subscribers are up today, but if bad people want to opt out of my channel, that's a good thing. Later doink!
    2
  5734. Management is easier when they're all in one place, provided you have the power lines there. Electricity doesn't have many preferences.
    2
  5735. No Bob, if Nio owns all the batteries it's even more important. The health of the company is critical in this scenario. They are forced to optimize for short term benefits, which may doom them within a few years.
    2
  5736. Predicting the future is hard, but you've somehow managed to bungle up predicting the present. They're already a multibillion dollar stationary energy company.
    2
  5737. Resistance is futile.
    2
  5738. Thank you?
    2
  5739. Congratulations, Brok, but I should warn you that the update coming in a couple days may shift that date by a bit. ;)
    2
  5740. I've seen people miss on that strategy. Impossible to time the bottom of the market. Plenty bought in around $110 and are sitting on pretty solid gains.
    2
  5741. No one wants to. That's a good way to ensure it never comes out and ensures road deaths remain high.
    2
  5742. Thanks 👍
    2
  5743. You're free to call that a victory. All I see is two sides that paid dearly with blood and both lost. That strategy doesn't work in business.
    2
  5744. Had the tonneau closed one direction, open the other. It's still a thirty machine.
    2
  5745. Not sure they need to spin out to do that.
    2
  5746. I got in under $14//share. You're reading a lot into this that just isn't there. I see misunderstandings and lies on social media, I try to get out ahead of them before everyone else starts repeating it. People let politics cloud their judgement. This is much simpler than that. The cause and effect are within line of sight from each other. And definitely don't read too much into the title. The editor A/B tests them. I didn't even write this one.
    2
  5747. I've made SO MANY videos about this. No. It's a no. https://www.youtube.com/watch?v=LSV8JWaY1z4
    2
  5748. Absolutely!
    2
  5749. We don't know. :/
    2
  5750. Six, huh? Why not nine or ten?
    2
  5751. It was the height of the pandemic shortage. Everything was expensive.
    2
  5752. The idea is that it would only regen when braking is required, not all the time.
    2
  5753. You know we'll be seeing you soon.
    2
  5754. They definitely agree!
    2
  5755. SUPER doable. I appreciate your sense of humor.
    2
  5756. Indeed. Pulling out of the TPP didn't stop it. It just guaranteed we'd lose our seat at the table and be far less able to export. Mexico joined it, as we had urged them to, and they're well positioned to benefit from it, as they already are.
    2
  5757. Great point!
    2
  5758. I mean, yes. That's the point. You and I may see it, but if you look through the comments you'll see that there are a ton of folks who don't.
    2
  5759. It may look that way when range isn't drastically improving, but the battery packs are still improving beneath the skin. Was at an EV repair shop yesterday for a presentation and they had a very old Model S on the lift. A whole new motor was $6,500 from the factory, with 6 hours of labor to replace. Try that on an old Mercedes and let me know how much it costs. The same is true with batteries getting cheaper over time.
    2
  5760. The first $900m has been approved for allocation, so hopefully we'll see some serious improvements in the next 12-months as EV adoption continues to swell.
    2
  5761. No word yet. :(
    2
  5762. Who pays to protect the oil supply lines?
    2
  5763. It really is!
    2
  5764. Gotta work on that. Maybe Tap-to-Bribe?
    2
  5765. Sounds great! Hope to see you then and do a report on yours with the much newer design and chemistry.
    2
  5766. NHTSA wouldn't allow that for crash safety.
    2
  5767. I have a video that showed the progress of all three factories after 4 months. At that point Texas appeared ahead.
    2
  5768. In this case I'd say no. There are times when it does. When SpaceX launched the first crewed mission, it was all over the news, and the astronauts drove to the launchpad in Model Xs. Tesla went up. But this is still on the horizon, and it's unclear what (if any) benefit it will have.
    2
  5769. Toyokels? Toyokuza? Camrejects? Rav Force Four? Clown Carollas?
    2
  5770. This car is garbage, anyone who pretends it isn't is a liar, and you being hostile makes the entire country look like whiners. Grow up and knock it off.
    2
  5771. Wow, thank you! It's performing terribly compared to other videos, but some of that could be that so many are traveling today. We'll see if it picks up later on.
    2
  5772. Randy is a filthy, filthy man. ;)
    2
  5773. Appreciate the update.
    2
  5774. Verily.
    2
  5775. I'm not aware of any stoppage of factory plans in Mexico on the part of the Chinese manufacturers.
    2
  5776. They've thought of all that. Getting in it makes it clear.
    2
  5777. Glad you enjoy it!
    2
  5778. I didn't make EVs political. If the crazies want to take the thing I cover and drag it into their political nonsense, I'm under no obligation to suspend coverage. Tell your boys to leave science to the scientists and our paths won't intersect.
    2
  5779. They don't. Countless peer reviewed studies have proved this over and over. Stop falling for the lies spread by those who profit from poisoning your air and water.
    2
  5780. When? These things take time.
    2
  5781. Everything. https://www.eesi.org/papers/view/fact-sheet-fossil-fuel-subsidies-a-closer-look-at-tax-breaks-and-societal-costs
    2
  5782. You kid, but that might actually work!
    2
  5783. No way to know for sure. 🤨🙃
    2
  5784. Yeah, let me get right on that. ;)
    2
  5785. Thanks! Will do!
    2
  5786. Sure hope I get to.
    2
  5787. I mean, fair.
    2
  5788. I don't think ANY of the US automakers understand how soon Chinese brands will be biting into their domestic market share.
    2
  5789. Hi David.
    2
  5790. So $58,836? I don't think that's an unreasonable ask. I expect the prices will come down a lot once the supply/demand imbalance normalizes.
    2
  5791. Too many are unaware of Tesla Bjorn and Lars from Best in Tesla. These guys don't hesitate to criticize when it makes sense, but extreme cold? That ain't it.
    2
  5792. The channel was hacked on Monday. The restoration process pushed the thousands of videos published back out as brand new. Apologies for the chaos, it wasn't intentional.
    2
  5793. If a wildfire hits where I live, I'd rather have an EV because it means it would be fully charged where I live. Comparisons including manufacturing have been done. EVs win, typically within the first year. I prefer EVs for road trips, and I've done a lot in both. I don't tow. Most people don't. I'm not worried about either powertrain in my garage. Fires happen, but they're ridiculously rare regardless of the vehicle.
    2
  5794. So easy to lose sight of the good when the market is taking a beating. Glad you enjoyed the upbeat approach.
    2
  5795. @Ernest Galvan found the mode.
    2
  5796. It's the carriage house. It's like a garage except it was built before the idea of what a garage ought to be was really cemented. It's about 480 feet on the ground floor, a little less on the 2nd floor, and it was never really meant for year-round "inside" uses. It's got plenty of power out here, but no insulation, so heating it poses a bit of a challenge.
    2
  5797. I'd love to hear what the group thinks too. I think bans are generally bad, and the lack of Chinese cars softens the competition landscape.
    2
  5798. A few updates ago it decided that my driveway is in the alley. It is not. There's no driveway or other vehicle access back there. It just drives around the block over and over. It's wild.
    2
  5799. Glad you liked it!
    2
  5800. Don't buy it.
    2
  5801. It's quite a pile of cash.
    2
  5802. It's a combination of factors that give them a unique advantage.
    2
  5803. Wow, thanks.
    2
  5804. Excuse me? We were having a private conversation, sir!
    2
  5805. I think it's also to stoke demand in Korea, where they only recently began selling. Mocar is the biggest automotive YouTuber in Korea, if I'm not mistaken.
    2
  5806. Life, the universe, and everything.
    2
  5807. They're not frequently replaced. By the time a car is old enough that any major system is likely to be replaced, the value is low enough that it doesn't make sense. If engines and transmissions are so reliable, why don't they have warranties that last as long as the battery warranty in every EV sold in the US?
    2
  5808. Good catch!
    2
  5809. I hope he's closer than me.
    2
  5810. I gave them high marks before the sketchy IPO where they only allowed 2% of the float to trade. Also there way they handled media for the VIP trip wasn't ideal. They need top make a better product. That's it. That's the whole story.
    2
  5811. Shouldn't matter. Switching battery type is the easy part
    2
  5812. It's a lot harder than car companies (and somehow the majority of industry analysts,) seemed to realize.
    2
  5813. Could be, but I don't see Optimus coming online soon enough to take over in an environment like this.
    2
  5814. Yet another ghost account talking smack. What an interesting trend!
    2
  5815. There was a time I'd have done it. They looked to be solved ten years ago.
    2
  5816. Thank you! Cheers!
    2
  5817. Isn't it federal law?
    2
  5818. Sure it does. $80k Cybertruck is around the corner. They just don't realize how long THAT line is.
    2
  5819. It will be interesting to see.
    2
  5820. Dead weight, my friend.
    2
  5821. Jeff says thank you.
    2
  5822. I suspect the v2.0 will carry more propellent to maintain orbit for longer periods. While better versions than 2.0 will surely be right around the corner, no sense decommissioning them early if they can provide more throughput. The only reason to decommission early I can see would be if they run out of slots in which to place them, but I don't see that happening any time soon.
    2
  5823. Don't fall for that. The only people screaming about diversity being evil are trying to distract you from what's really going on. They want us divided, but we're smarter than that. We're data people.
    2
  5824. I'm sure it has. VW is very popular in Europe.
    2
  5825. Did I say that, or did Bear? I hope it wasn't me. Doesn't strike me as my kind of error, though admittedly, my brain is pretty fried this week trying to get ready for the big trip.
    2
  5826. Glad it was helpful! I get just as many comments saying I shouldn't even count that toward the total site work, even though it was a massive element necessary to move forward.
    2
  5827. A few at least.
    2
  5828. My bet is on injection molded plastic as well.
    2
  5829.  @davidbeppler3032  The average Honda Accord sees nowhere close to its theoretical maximum. There are tons of Teslas with well over 200-300k miles on them, but that also isn't typical. Standard components wear out way before the drivetrain. And if you're planning to log 350k miles while paying for gas vs electrons, you're REALLY going to lose financially.
    2
  5830. Less than 1% of people will ever tow anything that big, let alone "all the time". The idea that a first generation of a technology needs to meet every use case isn't grounded in reality. Let the 99.5% of people for whom this works have it while the remaining use cases are solved.
    2
  5831. Sometimes what he can't say is as interesting as what he can. The very good news with other companies working toward megacastings is that it will move the entire industry forward. It will make all cars cheaper and easier to make, and that's good for everyone... well, except maybe the companies that make assembly line robots, but I can't spare many tears for them.
    2
  5832. Sheer economics say it will be around for a good while.
    2
  5833. There are plenty of places to park them that you and I might consider inconvenient. It doesn't need to be human-level convenient for it to work for a bot.
    2
  5834. I'm confident that's who he really is, and you can tell because he's even liked and respected by the guys who get their doors blown off on the track.
    2
  5835. Likewise.
    2
  5836. Yeah, but you left a comment, so that helps the YouTube algorithm, and for that I thank you! It would be great if there were actual battery development researches who provided the wealth of information Jordan does, but there aren't. They usually aren't allowed to go into much detail about what they're working on, just as the EV engineers aren't allowed to talk about their work. That's why we rely on Sandy Munro and other outsiders to give us their best look behind the curtain.
    2
  5837. Rail is a great way to move parts in and products out. Even Tesla uses them.
    2
  5838. I cleaned it up in Premier, but there were limits to the magic I was able to work. :(
    2
  5839. Thanks so much!
    2
  5840. I still see it going bit by bit like with cars.
    2
  5841. Companies seldom disclose that, so we're likely waiting for a teardown, which may or may not be made public.
    2
  5842. Glad you enjoy it!
    2
  5843. Thanks Don! Love Dillon's channel. The two best Elon interviews (and it isn't even close) are Tim Dodd from Everyday Astronaut, and Sandy Munro from Munro Live. Those guys KNOW their stuff and were able to get serious, meaningful answers to very difficult and interesting questions. The most telling part of the interview was when Elon said the earth is billions of years old, and one of the interviewers cracked a joke about the Answers In Genesis (young earth creationists) and he cut his own mic in the edit to hide it.
    2
  5844. Then you'll be delighted to see that vent work has started going in this week. :)
    2
  5845. EVs are 20x less likely to catch fire than gas cars. The rest of your comment is equally mistaken.
    2
  5846. Jesus Mary and Joseph! 07:12
    2
  5847. They aren't though. They're ready and eager to get back to work. The problem is that they have a better offer than any serious analyst expected, but Shawn won't let them vote to accept or reject it.
    2
  5848. States still have the ability to create additional standards, and some will.
    2
  5849. Oh no! Not SpaceX flagged!
    2
  5850. I do my best. Once it spills over into the production and delivery numbers, it becomes unavoidable, but that doesn't mean I have to jump off either deep end.
    2
  5851. So if you get over 30 you can activate it anywhere? Sounds like the sort of thing Dan should be screaming from the rooftops about.
    2
  5852. They said at Investor Day the Gen 3 will roll out first in Mexico, but it's entirely possible they've been working on the design in Shanghai.
    2
  5853. You're the first person asking for it, so 9 more and I'll make the video. But yes, I'm a spreadsheet guy, so I have everything charted out. Would love to show you guys. :)
    2
  5854. My take exactly.
    2
  5855. @jje6307 8 of the last 20 videos were Tesla specific. 12 were about Aricomot, Nissan, Vinfast, Ford, EV adoption, Chevy Volt & electric boats, Hyundai teardowns, Toyota, and more.
    2
  5856. Bear is only gone because his Turo business keeps him too busy to hang out on YouTube. His channel is pretty quiet too. I miss him. :(
    2
  5857. Glad you enjoyed it! Not many people are watching it, but it's just too amazing not to share.
    2
  5858. Great suggestion! It's not impossible, but generally cast parts only make sense for very high volume products. That's why we haven't seen them for the Tesla models S/X. They move a respectable number of units, but the economics still don't make sense.
    2
  5859. I caught that after upload. The thumbnail was already fixed before it was uploaded, but these take hours to render, and I just can't do it.
    2
  5860. One species can do that.
    2
  5861. You never wanted one. Be real.
    2
  5862. Thanks! And since I have the tracker all fancied-up it's easy to keep up with it. Glad you liked it and stay tuned for the next one. ;)
    2
  5863. A squeeze requires a massive volume of short interest. The market cap is too big for that.
    2
  5864. Working INDIVIDUAL ones, not trains, right? Because once raised to altitude, they don't run in trains but spaced out throughout the shell.
    2
  5865. Impossible. That information has been lost to the ages. :(
    2
  5866. That's a solid use case right there, thanks for the info.
    2
  5867. A dictator? Oh, you mean an "employer". Yeah, it's not for everyone. I was considering employment options in 2017, but never considered getting on the factory line at Tesla. Just wasn't for me. A shame, really, since the stock grant given to new employees is generally between $20-40k for every single employee. The stock grant given to those assembly line workers is now worth $200-400k as of Friday's close. So the folks working under that "dictator" got paid more per hour than car builders at other US plants, got comparable benefits packages, and an extra $40-80k PER YEAR in stock options. I don't know your personal or employment background, nor your philosophical or political positions, but I know this take wasn't particularly well thought out. They get 100 applicants for every open position at a time when companies are struggling to get any at all. Consider that your conclusion may not be widely held.
    2
  5868. @Michael Mobley There can be times when a worker doesn't have much choice. In a small town with a single big employer, the options can be limited. That's not what we're seeing though. Berlin, Austin, Fremont, and Austin are all very competitive markets with a lot of big companies competing to get the same workers. Since Tesla gets more applicants a year than some entire industries combined, they are clearly doing something right to attract the best people.
    2
  5869. Thanks!
    2
  5870. Doesn't work. PR offers inside access and information. They refuse to provide it, then get mad because publications don't magically have it.
    2
  5871. Who told you that? Chinese cars pass European crash safety standards and those are much stricter than in the US. Also, there are ALREADY Chinese cars on US roads.
    2
  5872. Your link is broken, but stainless steel doesn't rust. That's just not how it works. If you get someone else's iron particulates on your car, those will rust whether it's on top of your paint, your wrap, it doesn't matter. My old driveway had a rust circle on it from where someone left a paint can out over the winter. Couldn't get rid of it. But that doesn't mean my concrete rusted.
    2
  5873. This idea works as a joke, and as a serious comment!
    2
  5874. Indeed. Will be added in the revision.
    2
  5875. You're consistent, I'll give you that. Not great or convincing, but consistent.
    2
  5876. Sure is!
    2
  5877. It's unfortunate. They had so many decades of insane profits and they just squandered them.
    2
  5878. Wasn't familiar with that, so I Googled it... wow. That is some pretty high end gear.
    2
  5879. Totally! It's pretty surreal too.
    2
  5880. Naw.
    2
  5881. No problem 😊
    2
  5882. I stayed in touch with the guy who sold me the Zenn. He remembered the CEO saying they had some new miracle battery that was going to save the company, if only they had a little more time and money... yeah right. Some company with effectively zero R&D budget is going to best the dozens of multi-billion dollar engineering teams working on exactly this all over the world? That's some high grade snake oil right there.
    2
  5883. I didn't see them, but the space was big enough I could have missed them.
    2
  5884. Nevada's solar has expanded, and now covers probably 70-80% of it last time I saw footage (about a month ago).
    2
  5885. Glad you enjoyed!
    2
  5886. You know what? I agree. I'm not trying to win any awards for my cheerfulness. I'm just making a record of what's happening in the world, and in my little part of it.
    2
  5887. Not everyone will want one. I want those vehicles to have this equipment because it's safer for everyone.
    2
  5888.  @ThreeSixFour  Not forgiven, but it improves their odds of survival above 0%, where it was under his "leadership".
    2
  5889. In Michigan? That's impressive considering the road salt.
    2
  5890. Forget honest, it's like they weren't even trying to be believable.
    2
  5891. The other way around. Lululemon was the manufacturer of private label Kirkland Signature leggings. Same quality, same material, same factory, but 85% cheaper because they don't have the brand name.
    2
  5892. Wow, that's amazing.
    2
  5893. Heavy.
    2
  5894. There wasn't much that wasn't filmed. We were both on tight schedules. It was a very interesting visit though. You'd have loved it.
    2
  5895. These were leased with no buyout option. This it's what we're trying to explain.
    2
  5896. Always!
    2
  5897. Upon completion, the heavy rains won't be an issue. Tornados are quite another matter, but Austin isn't in "tornado alley". They do get the occasional twister, but they are rare, and not as powerful as in other places. To follow this, earthquakes aren't a serious concern in Texas, and the site is high enough above the river that flooding is unlikely to be an issue unless the entire city is also flooded, which is very unlikely. There's enough clearing around the building that wildfires shouldn't be able to cause damage. Power outages can be an issue, as we learned from the deadly ice storm last year, but if anyone can manage onsite power solutions, it's Tesla. Natural disasters are unlikely to be an issue at Giga Texas.
    2
  5898. If you want to compare it against the EQB it does even worse. Would you like that comparison? It's $20k more expensive for less range and less performance. Its a bit quieter, but is that really worth $20k at a negative profit margin? Buyers don't seem to think so, and neither does Mercedes Benz. That's why they don't bother to sell very many.
    2
  5899. I always think that, but 10/10 was a look pretty far off.
    2
  5900. @Tom Mornini I agree, but this is likely why @Bob Owens is correct. Bulky incentives would be nice, but they aren't likely to speed the transition by very much since supplies are just too limited across the board.
    2
  5901.  @tommornini2470  I would very much like to disagree with you, but based on current production capacity, I just can't. This would slightly help everyone, and massively help Tesla. I think this would increase the number of EVs on the road, but not in ways commensurate with the cost, and a lot of them would be rushed into production before they're actually ready, which would be entirely counter-productive. Maybe announce something starting in 3-5 years, so companies can ramp accordingly. Don't know the solution, but this blank check isn't it.
    2
  5902.  @danchatka8613  Mexico! As long as the finished product is 75%+ made in North America, it qualifies for duty-free import to the US. Considering the pace of Shanghai, a GigaMexico could potentially come online in 12-months just by using the blueprints that already exist. Fantastic points, thank you!
    2
  5903. Comments on it are overwhelmingly positive.
    2
  5904. Patents can be submitted in ways that are sufficient to show similarity without revealing the secret sauce. What NASA made available were the actual designs and schematics. So not just the floorplan, but the blueprints.
    2
  5905. Absolutely agree. They could build anything, but the local market needs an affordable compact.
    2
  5906. Thanks and welcome!
    2
  5907. I know her husband bought shares around the all time high (and he's taken a bath on those,) but I don't know much more about it beyond that. If she's throwing her weight around to benefit Tesla, she's not doing a great job of it. :(
    2
  5908. *wood
    2
  5909. AND no sales tax? That's quite the incentive stack!
    2
  5910. I don't imagine they're separate subsystems.
    2
  5911. Not sure I allow myself much in the way of days off. My day job business is suffering for it but I just can't help myself. ;)
    2
  5912. Deep, man.
    2
  5913. The investigation goes beyond NHTSA reports. The review all relevant service records. It's a better system because it captures all incidents, including ones like yours.
    2
  5914. Things do not look good for them.
    2
  5915. The October 19th video shows the number has risen significantly.
    2
  5916. I haven't heard any plans for Tesla to bring production of other battery elements in-house, so this may be the only extra building for a while. There were plans to process and refine lithium in Austin, but that appears to be on hold.
    2
  5917. I didn't.
    2
  5918. Having more castings isn't allowing them to build more cars. There are apparently other bottlenecks. The castings they have gotten sorted out.
    2
  5919. Whoever told you that knew they were lying. I'm done warning the suckers.
    2
  5920. That's demonstrably false. You should look at what all industries Hyundai operates in.
    2
  5921. I sure hope so, but we'll see.
    2
  5922. You're a big part of why I go the extra mile, Kirk. Not hyperbole, I mean it... do you sleep, or are we both on messed up COVID hours?
    2
  5923. Yikes. Good (bad?) catch.
    2
  5924. It's the future.
    2
  5925. The amount of geo-pier work beneath the seemingly clean and clear surface is truly staggering.
    2
  5926. I won't lie to you for money and I'm not an influencer. I'm am analyst. Watch the video and wise up.
    2
  5927. Doesn't appear dead.
    2
  5928. Fair.
    2
  5929. If it's manufactured outside of tolerance, the chemistry doesn't work.
    2
  5930. Ever see a comment with more errors than words? What a time to be alive!
    2
  5931. Lucid could be a bottomless money pit the Saudis don't mind pouring cash into, but that's small comfort for today's shareholders who are faced with the choice between never ending dilution or outright collapse.
    2
  5932. That would be the most optimistic scenario, and a great suggestion. A lot of similarities in terms of upstream availability uncertainty.
    2
  5933. While true, there was a 50s revival era in the 80s, which is when I learned, among other things, that the bird is the word.
    2
  5934. It is indeed!
    2
  5935. I haven't seen Randy in person since the fall of 2022. Pretty sure he's AI generated at this point.
    2
  5936. Yes. It's been designed to be upgraded for a while now.
    2
  5937. I'd do a hell of a job, but I'm confident that's not a role they're looking to fill at this time.
    2
  5938. Neat suggestion, thanks!
    2
  5939. 100+ videos of analysis and you get mad at a 90 second joke? The thumbnail had more red flags than a Chinese military parade and you still chose to click it. You choose clickbait. No one does that for you. Losing your "support" when I didn't have it before isn't a punishment.
    2
  5940. Exactly.
    2
  5941. If that's not part of a single fold, the structural integrity won't make sense. Have to evenly distribute the load down to the floor.
    2
  5942. You bet!
    2
  5943. Those are half-risers. About 6-feet each. That makes the roofline closer to 84' according to the drone pilots covering it. :/ Not a competition though, or if it is, we're all the winners. :)
    2
  5944. Unclear. There will definitely be some, but I wonder how many of those loud voices were never going to buy one anyhow. Plenty said they'd never buy one after he purchased Twitter, but sales remain strong.
    2
  5945. If you call 100 service centers with a question, you're going to get 103 different answers.
    2
  5946. Don't ratchet up the rhetoric. Crazies barely need an excuse. Don't give them one.
    2
  5947. Glad you enjoyed it! I tried to pre-tape it twice on Friday, but I just couldn't power through it.
    2
  5948. Except they are. It's out in the open. ICE continues enjoying subsidies with promises to expand even more, while EV policies are being rescinded.
    2
  5949. It appears the throughout time grants and subsidies have been provided all up and down the gasoline supply chain.
    2
  5950. I'd go two months further. I'd love to see them unveil a vehicle they already have 1,000 of waiting for first deliveries. Wouldn't that be wild?
    2
  5951. Does seem a bit pricey. I was aiming to just show off the concept bikes, but the gentleman was kind enough to offer some of his time, and I was grateful for it.
    2
  5952. Certainly didn't forget, but we've talked about it a lot, and it remains beyond the horizon for now. Along those lines we didn't include Robotaxi or FSD. Any of those have trillion dollar potential.
    2
  5953. Larry is fantastic. Only got to meet him in person the once, but it was a treat.
    2
  5954. Some of those will happen sooner than others. Hope it happens quick.
    2
  5955. He's a madman! I can't imagine running as close to the edge as he does once, let alone for a living.
    2
  5956. About 40% is from YouTube ads, the rest is from the couple hundred individual sponsors through Patreon, X subscriptions, and channel memberships. My average supporters are retired engineers.
    2
  5957. Monterrey typically gets about 30 days of rain per year (though I've been here for 3 of them!)
    2
  5958. From comments here and on Twitter, it appears your professional experience is the most likely possibility. The second part with the updated front casting might still be relevant though.
    2
  5959. Right now they look like the only ones who could.
    2
  5960. Ha!
    2
  5961. Fuel Cells would have made for a reasonable transitional medium while the industry waited for BEV tech to catch up. Today it makes very little sense for the majority of use cases, and for applications where it would beat pure electric, there's a dearth of supporting infrastructure.
    2
  5962. We've heard that since the dawn of nuclear power. Somehow never happens.
    2
  5963. Because the only thing people really love about it is the shape. They wouldn't need to buy the company to make something that shape.
    2
  5964. Nope, but I'm certainly a long-time fan of his. ;)
    2
  5965. I don't. Your pattern of comments paints a pretty wild picture. You pretend to be skeptical and curious, but you're always "very concerned" about something, often something I've already addressed. Very curious.
    2
  5966. They're an awful lot of work, but they're the kind of content I want to see more of, so I just gotta make 'em.
    2
  5967. I think this could be a good thing!
    2
  5968. Everyone knew where Trump & Elon were, and it wasn't Nevada. This is a very strange and tragic story, but I don't view it as an assassination attempt.
    2
  5969. Why would they cost that much forever? There was a time it was preposterous to imagine a home with more than one TV because they were so absurdly, prohibitively expensive, and genuinely terrible compared to what you can now get for less than a single day's wages on minimum wage.
    2
  5970. I love his work, which is why I only show still images. He's given me permission to use whatever I want, but I'd rather push viewers back to his channel.
    2
  5971. Yes, it is!
    2
  5972. You can do better.
    2
  5973. Doesn't seem likely.
    2
  5974. They jumped into the crossover SUV segment, and let's be honest, it's no different than any of the other ones.
    2
  5975. He wasn't though. He's done a gesture that means my heart goes out to you, and it's two hands making a heart shape over his own heart, then extending out like he's offering everyone in the room to sit down at a banquet table. We've seen that one and it has literally nothing in common with the one he did. People make mistakes. That's not the issue. It's how he doubled down and made it worse that's led to this spanning every news cycle since.
    2
  5976. The lack of doors are an easy dealbreaker for me at (almost) any price.
    2
  5977. That would incentivize people to not use it.
    2
  5978. There really isn't. Tesla scores exceptionally well on pedestrian avoidance, and anything with the mass of a vehicle hitting something squishy at high speeds is potentially deadly.
    2
  5979. Been in a lot more recently. They haven't gone well. :(
    2
  5980.  @LeesReviews69  I do my best to hide the asthma, but there's only so much I can do. :(
    2
  5981. The GigaPresses are for the casting of front and rear subassemblies. These are not part of the battery. They have some installed, the first two of which appear fully configured, tested, and operational, with the next 1-2 getting dialed in now. This is not a bottleneck for the beginning of production. Each gigapress has a cycle time around 90-seconds, so if you have 2 for the front and another 2 for the rear, that's a theoretical capacity around one car every 45-seconds. Extend that to 60-seconds to allow for downtime and maintenance and you're looking at capacity over 500,000/year. Additional GigaPresses will be used to make the front/rear assemblies of the CyberTruck and any other models they will make in Texas, and expand production capacity.
    2
  5982. Are there crash tests for those speeds?
    2
  5983. I think everyone does. Certainly having them for emergencies at least.
    2
  5984. You've never slipped before? Come on man.
    2
  5985. Agree entirely, but that verdict can only be overturned on appeal. This revote was little more than a petition.
    2
  5986. Thanks! Still have to get the last of my slides together, but I'm awfully comfortable in front of a crowd. Less anxiety than I had in the early days of even recording without a live audience, and certainly less than early livestreams. It's fun for me.
    2
  5987. You are very welcome!
    2
  5988. I agree with you. All of those words separately, and together. :/
    2
  5989. Very true!
    2
  5990. As I understand, this will not only be a switchyard, but also a MegaPack yard. I suspect that road may soon be erased to just make it a single big area.
    2
  5991. Appreciate that, thanks.
    2
  5992. That's a pretty funny misunderstanding.
    2
  5993. They'll all get a redo at some point, but I think it would be more valuable to wait a quarter or two until we can see the execution taking shape.
    2
  5994. I think 6k is fantastic. It look like it's going to be lighter than the Rivian R1S.
    2
  5995. Saw a video of a guy trying french fries with every kind of oil he could find. Yes, including motor oil. He did not recommend it.
    2
  5996. This guy gets it!
    2
  5997. Much appreciated!
    2
  5998. I also leave out that Mercedes has great leather. It's not relevant. If you like it, good for you, but nobody else cares because it's not going to save them.
    2
  5999. It's entirely possible that's been the plan all along. Bring him in to get the dirty work done and let him take the fall.
    2
  6000. Well then thank your salty ballzak you're here instead of on a trading channel, my friend, because you'd have lost your halter top gambling like that. We don't do that here. We're about investing, not trading. Trading is best left to the gamblers and the algo houses that see the gamblers coming a mile away.
    2
  6001. Whoever tried to convince you of that doesn't have a very high opinion of you.
    2
  6002. There are plenty of YouTubers who have the kind of budget it would take, but I'm not one of them.
    2
  6003. Appreciate that! He gets about 10x the views I do on the exact same stream, so I'm not sure what else I can do.
    2
  6004. I will be answering your question in an upcoming video, likely on Saturday.
    2
  6005. Had not heard about this. Very interesting.
    2
  6006. So does the Toyota Supra, but I'm not sure how comfy it would be for an adult. I suspect this would be somewhat more usable, but if it isn't, that wouldn't surprise me either.
    2
  6007. Of course!
    2
  6008. Negative. The grid can handle them. In fact, they can stabilize the grid. I made a whoooooole video about it. You should watch it.
    2
  6009. @madmotorcyclist California struggled with steady power long before EVs. Last summer when there was a projected shortfall, Time Of Use pricing along with a public announcement to please wait until off-peak to charge prevented the grid from failing. EVs aren't exacerbating the problem, they're smoothing demand and preventing it. EVs aren't the future my friend. They're the present.
    2
  6010. There are over 6,000 engineering universities in India. How many in Saudi Arabia? You should go to one and learn about hyperbole. If one candidate country has 99.6% fewer universities than another, that's as close to none as you can get.
    2
  6011. Thanks!
    2
  6012. Well said!
    2
  6013. Hot damn, Peter. I think that might be it!
    2
  6014. We heard was speculation from the drone pilot. We haven't been able to find any confirmation in the form of permits or the arrival of any contractor equipment. Hopefully soon!
    2
  6015. It is a bit far.
    2
  6016. I imagine only when you use it, but this would just lead drivers to avoid using it even when they should to shave a few bucks off the total bill. If my Pandora premium subscription charged by the hour instead of the month, I'd hardly use it.
    2
  6017. Boom!
    2
  6018. That's a good point. The haters saying it's a PR stunt ignore the fact that we only found out about it because of a government mandated filing.
    2
  6019. Agree completely, but I still see folks everyday saying there's "no way" they'll even reach 1.8m... it would take a pretty monumental macro meltdown to fall short of that from what I can see.
    2
  6020.  @ruriker7063  Not sure that narrows it down. :(
    2
  6021. Net zero, not gross zero.
    2
  6022. No semi is road legal with 24 Jersey barriers. Whoever convinced you of that assumed you would be foolish enough to believe it, and not think critically.
    2
  6023. Unlikely.
    2
  6024. That would skip straight past recession and into depression. Hope you're good at growing enough food to keep yourself going.
    2
  6025. Maaaaaaaaybe.
    2
  6026. From what I've seen other deep sea exploration companies explain, it's just the wrong tool for the job. Even James Cameron's vessel, which cost vastly more to build, was only certified for a single voyage.
    2
  6027. Thanks for watching!
    2
  6028.  @Silent-Alert  It would make Nikola look worse. The BEV was a real truck with real customers and a real charging infrastructure. The only way this FCEV play works out is if it results in a massive bailout from the fossil fuel companies who make nearly all of the commercial hydrogen.
    2
  6029. If it's an over/under, I'll take the under on March 2024, but that's a very solid line to draw in my view. Without battery constraints, it would be an easy under. They have that constraint, so the urgency in getting the CT line running isn't pressing. Quality comments out of you today, thank you for the discussion!
    2
  6030. @erikhendrickson59 Demonstrably false.
    2
  6031. There are countries with flat taxes. I haven't seen one I'd particularly want to visit.
    2
  6032. Have you give into the settings to accept the FSD terms? Are you in a country where FSD is enabled? You might just have it set to autopilot.
    2
  6033. Didn't even realize I was doing that. It's got to be my theater training kicking in.
    2
  6034. Never bet against German engineering. Some amazing schools over there.
    2
  6035. Goodness me, that's a lot of smackeroobobs!
    2
  6036. Then at least have the decency to give it a thumbs down. ;)
    2
  6037. "Will you take an IOU?"
    2
  6038. Gary Black was able to meet with Tesla executives, and he believes it will be before the end of this month. If so, I would consider that a significant validation of my methodology.
    2
  6039. My pleasure!
    2
  6040. Appreciate that, thanks Todd.
    2
  6041. I'll take that.
    2
  6042. I can't believe the number of times I've had to address it head on, and yet even with the actual engineers explaining it, it's not enough.
    2
  6043. If he had been lucky enough to duck, he likely would have survived. The whole thing is tragic.
    2
  6044. Chair squeak?
    2
  6045. Thanks for the perspective.
    2
  6046. What color?
    2
  6047. Beard brothers gotta be nice to each other.
    2
  6048. The upfront cost isn't much less. That's the problem. There's no free lunch.
    2
  6049.  @dahveed284  I'll be very happy if you're right, but since I'm not a reservation holder, I guess the timeline isn't as critical to me. Though as a shareholder, I'd really like it done sooner than later.
    2
  6050. There will come a day when this very question boils over. The only question is when.
    2
  6051. Federal law requires 8yr/100k miles on the battery warranty. Owners would just leave them parked and cycling without racking up any miles. A full daily cycle would be 2,922 over 8 years for over 219,000 kWh sold onto the grid. Even a 50-cent markup means $100k in profit, and a car that's "like new" they can sell at the end of it.
    2
  6052. The idea is that a specialized robot has a narrow application spectrum. What Elon explained in the presentation is that the world we have was built around the human form factor. Considering how expensive a robot like the Roomba is while only being capable of accomplishing a single task, it barely makes sense. Having human features allows them to use all the tools and spaces already designed for human use. Purpose built robots require purpose built environments. Why carpet the entire world when you can just put on slippers? I agree on the number of arms and fingers. No reason to impose artificial limitations like that. The secondary arms could be simpler for tasks like clamping in place or improved balance while the primary arms are occupied.
    2
  6053. POWERED FLIGHT WILL NOT EXIST FOR TEN MILLION YEARS That was an actual story from the New York Times just 69 days before the first powered flight.
    2
  6054. @Bruce Dubbs The footings poured two weeks ago do not have columns attached as of the latest video. On June 28th there were 4 left to be poured. By July 5th they'd been poured. If these get columns in the next week, this will give some breathing room to the final completion figure, but once the last walls are up, even with the 4-month interior completion lag, they may be able to get a certificate of occupancy at any time, provided their interior systems are complete.
    2
  6055.  @gevelmarrero  Maybe more than three words would help me better understand. :/
    2
  6056.  @sammyk874  Oh, I wasn't calling you out. I was explaining why I needed to apologize. I assure you I was CONFIDENT the 4-week rule applied until I saw these side by sides. I was simply wrong. I'm happy to own that. It only makes my future projections that much sharper. I'll use 2-weeks in future projections, since the upcoming ones are all much lighter steel than this uber-heavy concrete. This is awesome information for me to learn, and I thank you (both) for this.
    2
  6057. Glad you like them! It's a lot of work and my decision to avoid clickbait has not been kind to the channel overall. Slow and steady still might keep me in the race.
    2
  6058. That would be wild.
    2
  6059. Not to me. It's not steel, it's aluminum.
    2
  6060. Thanks!
    2
  6061. Sure. You could absolutely build that car instead. Tesla has no plans to, but it's possible.
    2
  6062. Likewise!
    2
  6063. And my two are YOUR WELCOME!
    2
  6064. Bring it to a vote.
    2
  6065. I expected to see more from other channels.
    2
  6066. Hopefully soon. Have only experienced it a few times over the course of a few thousand miles in other people's cars, and it seems to make the same mistake in the same spots/situations.
    2
  6067. Appreciate that. I get about 3 requests a week to do a sponsorship, but my standards are too high.
    2
  6068. T'was the objective!
    2
  6069. The more I come to know about any topic, the more I realize the journalists covering them do not.
    2
  6070. Or not be a clown and stop polluting. Science isn't political. Rise above the noise.
    2
  6071. Oh darn. Yep, I'm in Washington state. Thank you though.
    2
  6072.  @heymike7037  The original idea was that all there are a bunch of daily channels, but they don't publish on weekends. Something I've always wanted was content on weekends... not very interesting for a tagline, especially since I've been pushing closer to Thurs-Mon/Tues myself. :/ I'll think on it, and I really do appreciate the feedback, and I think you're right about it. If you have any ideas, let me know, and if you see something you like (or hate) on this weekend's videos, let me know.
    2
  6073.  @heymike7037  I don't hate any of that. I'll see what I can do. ;)
    2
  6074. That's the one!
    2
  6075. Next time!
    2
  6076. No news. Pretty frustrating. Just seems to be on hold. I suspect new factories won't be announced until new models are ready to go.
    2
  6077. I was born there.
    2
  6078. That is a great one. The problem being that fools generally lack the first shred of awareness, and great fools even more so.
    2
  6079. Maybe so. It clearly requires true and full FSD, not the teleoperated kind we see with Waymo and the others.
    2
  6080. Joe Tegtmeyer has covered this in his videos a few times in the past, but not recently. Off the top of my head I think 8-10 once complete, though it could be more.
    2
  6081. Wow. That's pretty surprising.
    2
  6082. Getting it introduced is easy, up for a vote is much harder, and getting it to pass would be approximately impossible.
    2
  6083. Surgical reduction in staffing allows you to cut the dead weight. Blanket cuts just gives you a smaller staff. Firing all the DOE nuclear workers was a mistake because they had to scramble to try to get them all back. That only causes disruption. That makes things work poorly without saving any money.
    2
  6084. Alibaba?
    2
  6085. Okay, bye. You know we A/B test them, and it turns out YOU only click when it's in there. You're mad at me for your behavior. Bit weird, bro.
    2
  6086. I like each of the channels for different reasons. Nothing against any of the others, since they all do slightly different things.
    2
  6087. I called it glue.
    2
  6088. We've worked together for years. I've had hosted him at several events I've put together. He's great.
    2
  6089. His point was that the cabin is both structural and of a unibody design. It's my opinion that there's overlap in the structural elements within that portion of the vehicle, but that the megacastings and structural battery packs are doing a lot of the heavy lifting. We'll know better awfully soon.
    2
  6090. Being right isn't enough if you can't afford to litigate. Tesla has both.
    2
  6091. Gotta honor the zipper.
    2
  6092. It appears he has in the past, with GM, Toyota, Mercedes, and others, but all of them have withdrawn for their own reasons. I can see battery and FSD licenses happening, but I just don't know what the hold up is.
    2
  6093. Elon has said it wouldn't be a good long-term solution due to transmission losses, which could be up to 10%. Super convenient for the end user, but not ideal for the grid overall.
    2
  6094. Aw man!
    2
  6095. Thanks for the tips! Working on it now.
    2
  6096. They also think he got rich by exploiting his workers, crushing the competition, getting free government money, and ripping off customers. 1. His workers average over $104k/year at Tesla, and about the same at SpaceX, so that ain't it. 2. The competition used to own big chunks of Tesla, but exited their positions while knowing exactly what Tesla is up to, so that ain't it. 3. The "free money" claim drives me batty enough I've made videos about it. No, no, and no. Buyers got the same EV incentives available on every car, and prices have gone up since they went away. SpaceX gets money because they're the best AND cheapest option, meaning the government saves money. And the half-billion DOE loan was paid back early, with interest, and a pre-payment penalty. The handful of millions on other fronts came with massive strings attached, and could not have made him a billionaire. 4. Customers seem happier with their Teslas than with other cars they buy, and SpaceX is the best deal in the world in launch services. Regrets are few.
    2
  6097. I figured they'd have to or sails might falter.
    2
  6098. With guests like this it feels a lot less like work and a whole lot more like hanging out with friends. We chatted about 10-15 minutes before the show, and another 10-15 after. Could have talked for hours. Much fun was had.
    2
  6099. I don't want to see anyone fail. Competition is healthy, and it's not possible to ramp that quickly anyhow.
    2
  6100. How long do you believe that requires to install?
    2
  6101. I don't need all wheel drive. Only got it because it's the only model with the 3rd row seating.
    2
  6102. Imagine being you. I can't. It seems exhausting. If this is the best thing you have to do with your life, might I suggest reading a book. Really doesn't matter which one.
    2
  6103. I can't find anything to support that claim.
    2
  6104. Bear's Workshop brings his drone, he just doesn't fly directly over the site. Bear does this because he doesn't want to make enemies there. You can see his footage here: https://www.youtube.com/c/BearsWorkshop/
    2
  6105. That means a lot to me, thank you!
    2
  6106. That's very strange, and it's certainly longer than that.
    2
  6107. The money doesn't go up in flames. It's spent on factory workers, construction workers, and supplies. The money indeed passes through.
    2
  6108. Not if it results in the factories moving to other countries.
    2
  6109. Oh wow, I hadn't thought of it that way, but yes, it does read that way.
    2
  6110. We should make shirts. :(
    2
  6111. That's a very good point.
    2
  6112. Hell would already be here for workers. That's why you don't try to implement it until the shift is actually underway.
    2
  6113. Tough call, and of course impossible to know. I would suspect it would be a passenger vehicle though because buyers are more likely to spring for a name brand on their everyday vehicle, where on utility rigs it just boils down to the financials. Of course it could be both, but I think either one is likely several years out at least. They have an awful lot on their plates still.
    2
  6114. Seems unlikely.
    2
  6115. It's safe to assume because Tesla has never missed on specs. They usually outperform whatever is announced at the unveiling, and often improve after the sale via over the air updates. The only thing you have to really worry about is the timeline and final price, which are both very serious considerations on their own.
    2
  6116. If they were rational, they wouldn't be there in the first place. I say this to you, but you already knew that. I'm really saying it for the others who will see this.
    2
  6117. Thanks Jim!
    2
  6118. This is mentioned by Quintin Wilson in an upcoming video where I was able to interview him about the imbalance of charging equity in the UK.
    2
  6119. You mean loans that were paid back early, with interest, and a prepapyment penalty? That's free money for the government. Or do you mean contracts to SpaceX for being the lowest bidder by 30-70% on any given launch? You should look into your claims because, hoo boy, they do not paint you in the best light.
    2
  6120. Get in touch with me through the ABOUT page here, or by direct message on X.
    2
  6121. Darn, if you only watched the video you'd understand what a genuinely insane comment this is. Instead you just look like, well, I mean, everyone else knows.
    2
  6122. I saw the press conference yesterday and thought of you. That must have put you in a particular state of resolve.
    2
  6123. Most people are not mentally ill. Some people are, and some of them express it with extreme dedication to conspiracy theories, politics, religion, or fandom. Those people are incapable of keeping their opinions to themselves, and can be aggressive when you fail to share their views.
    2
  6124. Zombie myths refuse to die.
    2
  6125. Wrong place.
    2
  6126. Not sure why you're tap dancing. If that's how quickly he screws over the guy who gave him a hundred million, just wait until he guts your social security.
    2
  6127. I have an interview coming up with Larry from Zero E-Michigan. He's a truck driver, and he doesn't share your conclusion about Tesla's semi. I know him reasonably well, and have confidence in his experience, so I value his perspective on the subject. I'm not sure who you're referring to with the "cult of Tesla" comment. The Tesla fan regulars I've seen in these comments seem to appreciate this for exactly what it is. Some people are giving me a hard time for not calling it a hybrid, but since it's optional, and not connected to the drive train, I stand by the assertion that it's a BEV. We all want the same thing here. Tesla semi wouldn't be well suited to this application, and Edison wouldn't be well suited to container hauling. While you could use either one for the other application, it wouldn't make as much sense. They're completely different in the functions for which they're optimized.
    2
  6128. Same for me.
    2
  6129. Much appreciated! I wanted to just say "a used car" but figured I'd take it an extra step further. Hope the graphics looked alright.
    2
  6130. I haven't seen that documentary in some time.
    2
  6131. It's really crazy to look at how quickly things are still moving in EV tech, and even though we're just getting started, they're already plenty good enough for most use cases.
    2
  6132. Rebates is a fine example. It's absolutely a price cut, they just don't call it that.
    2
  6133. I like it! They'd have to add some mega packs, since complete roof coverage likely couldn't come close even at noon. Then the question is how long will it run.
    2
  6134. They've been saying solid state batteries are "a few years away" since 2012. Maybe someday it will actually be true, but the lies have never changed.
    2
  6135. Not all recoveries are made equal. ;)
    2
  6136. Thanks a bunch, that means a lot.
    2
  6137. Plus all those CNAs will be free to move up to higher levels in healthcare where their talents can be appreciated.
    2
  6138. Agree entirely.
    2
  6139. It will have one, but you're right about that being a thing often left off of prototypes.
    2
  6140. Award a "Worst headline of the Day" sort of thing.
    2
  6141. Yep, I goofed. Thanks for keeping me honest. :(
    2
  6142. Pretty sure that's right.
    2
  6143. That's not on the table. Elon has a lot of cash, but it's pennies compared to oil money.
    2
  6144. I saw it linked on X, but haven't read it yet. They've been so consistently wrong about their reporting that my default position is that it's most likely untrue, or distorted to a point where it hardly matters. Every country has junkyards.
    2
  6145. I'm guessing you grew up in the age of the original?
    2
  6146. Was only a matter of time. ;)
    2
  6147. I think that's the plan.
    2
  6148. The footage hasn't expired yet, has it Pat?
    2
  6149. Oh bother. ;)
    2
  6150. Yes. Did you not watch it?
    2
  6151. I would be curious too. Has to be the cheapest in the industry, since the mounting is so simple, the electrical system is brand new and purpose built, and it's at a pretty large scale.
    2
  6152. Safety is something we've never seen them compromise.
    2
  6153. Fascinating. Have to wonder what that's about.
    2
  6154. I could to a whole show on the answer to that question, and I think I probably should.
    2
  6155. I have made this video. It will run on the January 20th at 10am Pacific.
    2
  6156. Many drivers always assume the worst.
    2
  6157. We're past that. You need new material if you want to be part of the grown up conversation.
    2
  6158. Solid point.
    2
  6159. Hope you enjoyed it!
    2
  6160. It's copycats all the way down!
    2
  6161. That would be cool!
    2
  6162. @Ulf Asplund Nice!
    2
  6163. I'm thinking Alfred. And I will insist on it calling me Master Wayne.
    2
  6164. Wait, really? Okay, now I have to check the tapes!
    2
  6165. So soon!
    2
  6166. I've reached out to countless Tesla bears. So far not one has even written back. If you have a direct line to one of them, I'm more than happy to participate. For what it's worth, Scotty only pretends to hate Tesla because it's easy engagement farming. He owns (or owned) a Tesla himself.
    2
  6167. I've been informed that that probably wasn't financial advice. Unfortunate.
    2
  6168. That's where them gilded tallywacker fella's get their investment advice. Thought that was common knowledge. :/
    2
  6169. Didn't strike me as time sensitive. FUD never changes and never really matters for people who pay attention like you.
    2
  6170. Maybe one day!
    2
  6171. You haven't heard about the Compact?
    2
  6172. Only know a bit about Canoo. I can look into them more. Can you give me a starting point of reference, or what your concerns might be?
    2
  6173.  @cwilsonyt  I'm not opposed to looking into Canoo, I just haven't seen much that raises alarm bells yet. Though again, I haven't looked into them much.
    2
  6174. They will be built to customer specifications, so if that fits their use case, there you go.
    2
  6175. Just got it sorted. It's there subscribe button. The editor has been made aware.
    2
  6176. The comments you see from "union" people in these comments are not real. I've known a lot of union workers, and not one has been the sort of raging lunatic you see here. These angry, bitter, entitled people are the ones trying to hurt you. They're trying to make you guys look foolish, greedy, and frankly insane. You're not, but that's the face these so-called union members are presenting. Don't fall for it.
    2
  6177. Good catch. Thank you.
    2
  6178. Like the people who buy a house in the flight path and then campaign to get the airport shut down.
    2
  6179. You okay there, guy? You've been rage-posting an awful lot lately. That can't be good for you.
    2
  6180. Today it is, apparently. And on the day I posted about TSLA hitting $69(5) a share... nice.
    2
  6181.  @musaran2  Excellent info, I appreciate that. So how do they get big enough flat panels to fold? Guess there's gonna be some seams in the middle.
    2
  6182. No one said otherwise. It can happen, it's just rare. I've only known one guy to get his gas engine replaced under warranty. This suggests thet rarely fail under warranty.
    2
  6183. Which part, which part?!?
    2
  6184. Appreciate that!
    2
  6185. @MITeslaGuy Exactly. It's a question of the tires more than the vehicle. Something's gotta give, and a truck would typically have a whole lot more rubber to absorb the shock.
    2
  6186. The truck will fold in half under load if that's an opening.
    2
  6187. Appreciate that.
    2
  6188. Ah, so it's the very first video you've seen on this channel. Your confusion makes sense. Well, welcome!
    2
  6189. Twitter allows videos. I'm ineligible for monetization there, as all new and small accounts are. I have no idea what they pay, but it would only matter if I was eligible for pay at all. :(
    2
  6190. Then you haven't looked at their balance sheet. $36b cash on hand would take until the next administration to burn through.
    2
  6191. Great point!
    2
  6192. Think about what you just said. Really stew on it and see if it comes to you.
    2
  6193. All the international viewers and a handful of the US ones, it seems.
    2
  6194. I try to mix it up. I've done acres, hectares, football fields, IKEAs and I think Walmarts in the past. ;)
    2
  6195. Looks like they're starting with customers who have strict routes they're able to develop from their end. Will be interesting to see how the independent contractor routes fill out.
    2
  6196. I get the joke, but you don't need a studio setting for that to happen. If the haters have already written the snappy retorts either way, kinda doesn't matter where they do it.
    2
  6197. Interesting!
    2
  6198. You are more correct than you know. I keep my Giga Texas progress tracker updated daily as I watch the Quad Squad drone footage, and the pace is indeed picking up.
    2
  6199. I think it would be cost prohibitive. The Boring pilot tunnel in Hawthorne worked because the location is 72-feet above sea level, while Fremont is more like 12 feet above sea level. Once you get under the water table you introduce a whole bunch of new issues that can drive the price up.
    2
  6200. Could only be worse if they replaced it with a thumbs up / thumbs down indicator.
    2
  6201. That's the big thing. If the shifting regulations meant every car was a compliance car, people would hate it. It isn't though, they're actually more fun to drive. I'm old enough to remember people saying emissions and fuel economy standards meant the end of muscle cars, but that was only briefly true in the early 80s until the tech improved. My minivan has almost as much horsepower as my Lexus SC 300 from the 90s. It also gets better gas mileage, despite being almost 1,000 pounds heavier. Same with EVs. The Leaf, Bolt, and other early (non-Tesla) EVs were expensive and uninspiring. We're past that now. Bolts and Leafs may still be boring, but they're more affordable, and truly fun cars can be had for less than the average price of new cars ($43k as of January, according to Kelly Blue Book.)
    2
  6202. They will still want cake as well.
    2
  6203. There are people who can see market penetration increase by 50% in under 2 years and mistake it for a rounding error. Not many of them watch this channel, or are likely even aware of computers.
    2
  6204. Yep!
    2
  6205. That's the part I don't understand. Okay, I have abundant labor, but it only exists in a market where labor has no value. I still can't pay my rent, and all the rich people were the first to get bots by the handful, if not hundreds.
    2
  6206. Should be fixed now.
    2
  6207. Might want to double check that. Tesla's total US sales increased, as did its market share.
    2
  6208. That would make sense, since a 100kwh battery is itself massively expensive, and GM doesn't have the sort of experience, scale, or in-house development that would be likely to lead to much in the way of cost savings.
    2
  6209. It could still be that they layoff 10,000 people entirely from white collar positions, though it doesn't seem terribly likely. There's always some fat to be trimmed and having cash in the bank is no reason to keep dead weight around.
    2
  6210. It certainly could be, but we haven't seen Tesla employ hydro forming on other products. Though they also haven't built a frame quite this big.
    2
  6211. Whoever told you this doesn't have a very high opinion of you. I do. I believe in you, David.
    2
  6212. Glad you enjoyed it. More to come.
    2
  6213. Oil companies definitely do not.
    2
  6214. Glad you think so! I put a lot of work into composing my topics and questions, and revise them daily for weeks in advance whenever possible.
    2
  6215. Your description is hilarious, but mostly because I think you're right.
    2
  6216. Here ya go! https://www.youtube.com/watch?v=yRex-UUuIm0
    2
  6217. Do better. The facts exist whether you like them or not.
    2
  6218. Aren't they insane? The work of six loggers over the course of an hour done in minutes without danger or even breaking a sweat. And with a better, cleaner finished product too.
    2
  6219. That's only needed for long haul, which IS a big market, but far from the majority. There's a whole lot of market they can address while that's still be built out.
    2
  6220. Glad you enjoyed it.
    2
  6221. The Round Screen is so much more powerful. Like... why?!? I guess quirky is fun.
    2
  6222. North central corridor and NE carrying cathedral catching up. Tomorrow I'm expecting steel over the water vaults. A big week!
    2
  6223. I appreciate that!
    2
  6224. Appreciate that, Charlie!
    2
  6225. While true in the Milton era, they're already operating in test/trial capacity with a number of buyers. I prefer to keep my criticisms contemporary. Today I have none, even though I own zero shares and am (as far as I know) persona non grata at Nikola events.
    2
  6226. You can reach her through the Tesla Owners Club of Michigan site. She gets the emails, and I'll tell you right now, she remembers you.
    2
  6227. I saw this when you posted it, and have been thinking about it. I don't have enough information to make a qualified assessment. I did a review of one of their cars last November-ish, and it was pretty good. Great for such an early model, though it was still a hybrid. I've seen the Fisker Ocean in person last year, and it was gorgeous. Lots of neat touches like the quarter panel windows rolling down. It's going to be expensive, but that's not always a death sentence. They are looking to raise a fair chunk of fresh capital, and if they get it, they will have a bit more time. I hope Fisker makes it, but it's an exceptionally tough business, and their cash position is precarious.
    2
  6228. Not everyone will send their cars out for rent. I'd argue 90% probably won't, but let's say the number is only 50%. That's Gigawatts of power available for them to monetize via Autobidder. They're unlikely to leave that kind of money on the table.
    2
  6229. They share design efficiencies, but Polestar is designed in Europe.
    2
  6230. There are so many corporate buyers that there won't be a need to convince individual buyers for quite some time.
    2
  6231. Only once people admit that a doughnut hole is a whole doughnut.
    2
  6232. Then you'd get a 3, Y, or S. Done.
    2
  6233. Interesting.
    2
  6234. Thanks so much!
    2
  6235. TOTALLY! I mean, not actually, but if we were allowed to have humans as spirit animals, he'd be in my top ten for sure!
    2
  6236. Appreciate you!
    2
  6237. It won't likely be a profit center in the medium term, since there are real costs associated with that maintenance. A thousand packs would only be $6m/yr in maintenance fees, if it's $6k.
    2
  6238. You can't sell cars you aren't building.
    2
  6239. Maybe not the best example. The police cracked down on Occupy almost immediately and kept ramping up the pressure through a variety of increasingly hostile and even unconstitutional methods.
    2
  6240. My pleasure!
    2
  6241. We're trimming pennies while ignoring giant packs of cash. This is not a smart approach. And the drug issue is a lie. Less than 1% of fent seized was at the Canadian border. More of it goes into Canada from the US. You've been hoodwinked, my friend.
    2
  6242. Agree on Cybercab, but disagree on Juniper. We haven't seen anything to suggest it's going to be Cyber inspired, but plenty to suggest it goes like the Highland, and first in China.
    2
  6243. @Lockbert Water behind a dam is already energy storage without the need to pump it. Increasingly water is held back during peak solar production hours and allowed to flow through the turbines at night.
    2
  6244. Literally isn't. Ya gotta do better. But thanks for pumping up the comments on the video!
    2
  6245. E-Bikes wouldn't have the kind of total profit Tesla is after, even if they charged a fortune. Elon has said motorcycles are inherently too unsafe for near-term consideration. Vans though, those are ripe for disruption.
    2
  6246. The only obstacle I can see is paperwork.
    2
  6247. Why certainly! That's what the 2nd channel is for at www.YouTube.com/MyTeslaLive.
    2
  6248. Soviet rockets were reliable, but that's the only exception that jumps to mind. I don't know how many people are paid to defend Vinfast compared to those who just really want it to succeed, whether as investors, fans, or out of national pride. It feels a lot more organic than the people who rabidly defend Hulu or Microsoft on social media. Those guys are all clearly paid for, since those companies (while good,) don't have rabid fans. The only thing less believable would be Comcast defenders.
    2
  6249. Then you'll be pleased to know I'm definitely planning one. ;)
    2
  6250. Do you believe NO ONE made money, or just admitting it wasn't you?
    2
  6251. It feels very much like a holdover from past generations. The printout he showed me looks like it's the kind of system we used at the bank in the 90s. It's compact, but still has all the data needed for the trained eye to make sense of it. Old fashioned industries prefer to stick with the tried and true, even when better systems are readily available.
    2
  6252. If their methods were able to consistently out-perform the market, they wouldn't have a website. They'd have a hedge fund.
    2
  6253. You should watch the video before commenting. Even the first minute would do.
    2
  6254. Much appreciated! I dedicate a lot of time in travel to get where the news, and the experts are. I hope the added perspective shows in the finished product.
    2
  6255. Branding is for all sorts of livestock. 😉
    2
  6256. You bet!
    2
  6257. Clarification to all these concerns is outlined in the new Treasury Department document published. What isn't in there anywhere I can find is a reference to expanding it to everyone.
    2
  6258. I was pleased with that too, except that almost no one saw it. :( This video dropped on a day when YouTube's algos REALLY didn't like my channel. Even with new videos, record low traffic. Not sure what I did wrong. :( I feel like a lot of people could get a very quick grasp of this if they watched this, but it is what it is.
    2
  6259. The Rivian feels like a $100,000 car, and probably because it is. They're selling an amazing product at a steep loss, which isn't sustainable. The next model should be more appropriately matched between production cost and retail price.
    2
  6260. Just a few months ago Tesla set a record for the smallest recall in history. One car. They had to recall just ONE car.
    2
  6261. I worked in a plating plant in the '90s and briefly in the '00s. Anodized aluminum is prone to scratching in ways that would make it very difficult to get it off the assembly line without scratches, to say nothing of how it would fare in the real world. It's gorgeous, but there's just no chance of touching it up in a way that wouldn't be noticeable.
    2
  6262. Helpful, thank you!
    2
  6263. The ones I've seen didn't turn as much as the prerelease models tested by the big channels.
    2
  6264. I blame Ford for its lackluster sales. Thet waged a 20 year campaign to convince buyers EVs are no good, and for a lot of their buyers, it worked.
    2
  6265. Plastic has to be down-cycled, really. It's not the same thing the second time because the carbon chain is shorter.
    2
  6266. Yawn. Ghost accounts doing ghost account things.
    2
  6267. I have that same question.
    2
  6268. @Cathy K That's some long term revenue thinking.
    2
  6269. It really screamed from 20k to 47k, but it's been stuck since then. Hopefully 50k is another algorithm catalyst, but we'll see. YouTube just isn't showing videos to a new audience lately.
    2
  6270. My speech on Twitter isn't free. I'm paying $8/month for it, and even then it only gets seen if I don't mention other sites. It's hard to debunk all the FUD when posting a link to prove they're lying gets buried. Very frustrating.
    2
  6271. That's social media too.
    2
  6272. There's insufficient quality of reporting to make a determination.
    2
  6273. At least I know Chris goëts my jokes. ;)
    2
  6274. I saw some amazing photos during lockdown when pollution was at its lowest levels in modern history. It's quite a beautiful view when you can see it.
    2
  6275. Right? Where are the angel investors hiding out?
    2
  6276. No budget, unfortunately. It would have been a logistical challenge to make the layout of the room work without complicating the crew arrangement. I spent about $500 on the camera operators, editor, and day-of logistics for the videos we shot. They only earned about $100 in total. I'm okay with that because I feel these add a lot of value, but there's a limit to how high we can take the production values.
    2
  6277. I can't blame them, no.
    2
  6278. So nice.
    2
  6279. The other Tesla factories generally have the utilities above the concrete. It doesn't need to look pretty, but be easy to maintain and upgrade.
    2
  6280. Thank you! Cheers!
    2
  6281. "Who are you again?" That would be my guess, but I'd be okay with that.
    2
  6282. I can show you dangerous clips of any car. It's the statistics I care about. Let's look at the crash test footage of a car they consider safe compared to a Model Y.
    2
  6283. It's a complicated build, so I'd say honestly 3 months.
    2
  6284. They did! The 3 LR with Acceleration Boost. VERY fun car.
    2
  6285. Depends. She hourly or what?
    2
  6286. The facts don't lie, but a whole lot of "news" authors sure do. Those who can see through it have a distinct advantage.
    2
  6287. There's a "brand damage" video coming this weekend. I don't expect it will make me many friends, but I'm pulling in as broad of data as possible to paint the most complete picture possible.
    2
  6288. Ah, so it is. Thank you!
    2
  6289. Herbert is the best!
    2
  6290. You bet. The pressure was on.
    2
  6291. They've always been here, I just usually get them filtered out
    2
  6292. It's in Carlsbad, California. I haven't seen it, but I've talked to a few who have. Nothing too exciting yet since they're still in pre-production.
    2
  6293. Oh wow. Missed opportunity.
    2
  6294. Editor is fixing that now
    2
  6295. Nope, US carmakers get to self-certify. If there's a delay, it's self-imposed.
    2
  6296. Yes, that's in the video.
    2
  6297. You bet!
    2
  6298. There IS a strong 2nd hand market. What do you do when your gas motor or transmission fails? It's usually not worth the replacement cost. Batteries have a longer warranty than gas motors.
    2
  6299. Preorders, maybe. There are no $39k models built yer.
    2
  6300. Certainly seems like he's trying.
    2
  6301. Interesting!
    2
  6302. Welcome aboard! It's so challenging getting YouTube to show the channel to new viewers, so persistence has been key.
    2
  6303. There used to be knee airbags. They introduced unintended injuries, so they're gone.
    2
  6304. It's not for everyone, and that's okay.
    2
  6305. He doesn't seem interested in the insights I'm able to provide.
    2
  6306. I appreciate that. My goal is not to go to war with them or make enemies, but clear up their very silly misunderstanding.
    2
  6307. That may be the tipping point.
    2
  6308. Investing can be frustrating.
    2
  6309. Stopped reading at "communist left". Nothing constructive is going to follow that intro.
    2
  6310. It's in the description, but you can also search "Lightning Ryan Fulcher" to get there
    2
  6311. First of all, how dare you? Second of all, as a former BMW owner, I can tell you that there's nothing in the manual that suggests the blinkers are required. Mine turned on once. I thought it was an engine warning, so of course, I ignored it. ;)
    2
  6312. They have a LOT of problems. Toyota is facing pushback from their upstream supply chain who can't adapt to EV parts. Every company is facing pushback from dealer networks who rely heavily on service and maintenance, of which EVs require very little. Then there's all the fossil fuel interests spreading fear, uncertainty, and doubt (FUD). You've got a car that's as good as any in terms of performance, cheaper over the life of the vehicle, and includes free over-the-air updates, and yet people are still scared of them... why? Because the seed was planted long ago. But driving one is believing.
    2
  6313. I saw a YouTuber who traded his 19" Y wheels for his daughters 18" 3 wheels. No guarantees, but that seemed conclusive to me.
    2
  6314. I know, right? I feel the same way when I don't understand things.
    2
  6315. Too many variables to give a good estimate.
    2
  6316. Wow, thanks!
    2
  6317. I've known people with L1 plugs to juice up their hybrids who have gone thousands of miles between gas stops. Like you suggested though, that is not the norm.
    2
  6318. Based on how eager they were to sue anyone critical of them during Milton's time at the helm, I assume he's a thin-skinned whiner.
    2
  6319. When you disengage, it gives you an option to click the mic button and leave a 7-second explanation of what happened.
    2
  6320. It's a cow. It's usually a castrated male (steer,) but a cow's a cow's a cow.
    2
  6321. Love you back, brother!
    2
  6322. That would be like living in the future.
    2
  6323. Glad you enjoyed it. I think the interviews provide a lot of valuable information, but YouTube isn't showing them very much. :(
    2
  6324. Will keep an eye out for this.
    2
  6325. Wow, thanks!
    2
  6326. If they're remotely serious, I'm sure they're on his radar. He's a very sharp guy and well dialed in.
    2
  6327. I'm not sure I follow. What does Thunderf00t's speculation about the bot have to do with, well, anything really?
    2
  6328. Hoping to do that in April.
    2
  6329. Looks like there have been 2 small ones at Fremont without injury. Not too shabby for 10+ years of operation, though still some room for improvement.
    2
  6330. No music pleases everyone, and a lack of music doesn't either. It's a no-win equation.
    2
  6331. Absolutely! I'm always in info gathering mode, but once I realized I'd be unlikely to get anyone to give a presentation on-camera, I went all in on taking notes.
    2
  6332. I totally agree, but I don't know a better way to weight it. There's a practical limit to how many cranes can safely erect the structure at once, but like you said, the significantly more involved interior process can be done better in an "all at once" fashion. In the next construction math update I'll add some context about the times it took for Shanghai to go from exterior completion to trial production to better understand the timeline. Thanks for the feedback!
    2
  6333. Are you a grownup, Doug? People know what they like. The people who don't want it appear to have hundreds of options. The people who want it only have one.
    2
  6334. I have a LOT of favorite channels, and I can't think of one who could even competently transrcibe this video in a way that makes sense, let alone ask the questions Sandy did. Amazing.
    2
  6335. They have the workforce, the engineering, and most importantly, the commitment. That's a tough combo to beat.
    2
  6336. Nevada is now mostly covered with panels. Shanghai has solar, but it's solar thermal, not PV. Fremont has some, and they've added more this year, but their roof is littered with vents, pipes, and all sorts of mechanical stuff that make it prohibitive. Last we've heard, Gigas Berlin and Texas will have extensive rooftop solar at some point, though it's not immediately clear when that will be. Elon has further said that Texas may have additional solar at ground level.
    2
  6337. 1.5M to 2M additional is what I expect.
    2
  6338. The ratio of people to cake is too big.
    2
  6339. Link is in the description of the video. Let me know if it doesn't work, because I may have used all of them up. https://www.tesla.com/referral/brian684642
    2
  6340. You get it. This is why first hand accounts are so important.
    2
  6341. Mark knows perfectly well. He also knows the average viewer does not.
    2
  6342. Strange times indeed.
    2
  6343. All thumbnails are automatically A/B tested, and most are A/B/C tested. The one you see is likely the one that most people preferred. I spent years making dull thumbnails and the channel didn't grow. How exactly would you like me to swim against the current?
    2
  6344. This was a new proposal from the treasury this week, but unless a screaming deal presents itself, it may be worth waiting to see if it comes to fruition. Getting a 2024 in 11 weeks for the same price as a 2021 today is a no-brainer.
    2
  6345. It is indeed! If it was paved (and without a barrier) I'd have been more comfortable walking farther along the perimeter, but I'd prefer not to have my ID get into their security interaction database.
    2
  6346. It's a sweep of the scammers. They subscribe, then post spam about some garbage coin. I flag them, remove them, and report them. When YT takes action, they often overdo it.
    2
  6347. No arguments from me. I wanted to do a livestream for earnings, but wasn't aware it required me giving YT 24 hours notice. Fair enough. So I ran it as a livestream-style published video instead, and because it DIED after four hours (when the earnings came out,) they didn't show my channel to anyone for days. Not even my subscribers. Not even those with the bell icon turned on. Pretty frustrating.
    2
  6348. What makes you think an EV is harder to produce? They have vastly fewer moving parts. Until recently, they've been more expensive, but that's because the parts to make them had yet to drop in price. The cost of building an EV is still falling, but there isn't much room left to cut costs on internal combustion.
    2
  6349. I saw boxes of parts on the Model S/X assembly line that were from China.
    2
  6350. Kinda do too. Really loved those rear seat tray tables. The rear screen using the phone hotspot is a deal breaker though, because I just don't have enough data for that.
    2
  6351. Sure they can. They make 1,000 cars a day in Shanghai without a battery factory. Giga Nevada was recently upgraded to increase output and on a recent call Elon said they would be increasing orders from every supplier capable of delivering batteries.
    2
  6352. Every startup (even those in production) should be met with a healthy dose of skepticism.
    2
  6353. They did actually juice it to 80% for me, which the Vancouver WA location does on all deliveries. Luckily I didn't have to send love notes back and forth the the finance manager for three hours to hardball 'em into free oil changes.
    2
  6354. Would have to be, right?
    2
  6355. Oh wow, that would be terrible. I love it!
    2
  6356. That's an excellent point. If it doesn't live up to customer expectations, no worries, just give them a one-month credit and have it returned. Somebody else will want it. It also ensures all revenue will be 100% booked the month in which it's received, and there won't be any longer term expectations to satisfy.
    2
  6357. And I couldn't find the "author" despite my best efforts.
    2
  6358. We have a swivel mount, which is a distinct advantage over other 2 camera setups.
    2
  6359. Great point, though the legal minimum is 8yr/100k, so no matter which vehicle you purchase, there's some serious peace of mind.
    2
  6360. I'm still hoping we get regional variants on the Compact, where each design studio gets their chance to shine.
    2
  6361. They also say they won't use twitter... on Twitter.
    2
  6362. At some point you'll figure out I'm really here to tell it like it is.
    2
  6363. That's not how batteries go up. Need reports are just saying "car." Probably best to wait for more information, or at least keep the speculation sensible
    2
  6364. Reuters said we'd hear within weeks in December. They said we'd hear within days in January. They said we'd hear within hours in February... surely it's not MY credibility that's called into question here.
    2
  6365. Of course. This was based on the information available on July 3rd.
    2
  6366. Couldn't agree more!
    2
  6367. You and me both! I can't wait to start tracking it.
    2
  6368. Unknown, but I doubt it.
    2
  6369. I'm with you on the idea that this isn't a "just" a space for employees to work out. This is a test area.
    2
  6370. Because they're expensive. Just goes to show how valuable they are if they'll keep them for internal use rather than filing an order.
    2
  6371. His bitterness is pervasive. If you only look for the bad, of course you're going to find it.
    2
  6372. Yes! Thank you!
    2
  6373. Their earnings report is in 3 days.
    2
  6374. Same as Nickelodeon rules, I think.
    2
  6375. The market is seldom rational. Big beats or misses usually move in the direction expected, but not always. Wall Street will have a better idea of the numbers to expect as the date approaches. My advice is to never gamble on short-term swings. You'll never be as quick as the algos, and they're coded by armies of incredibly smart people.
    2
  6376. Next time! At least you made it out on Saturday for the EVs & Caffeine.
    2
  6377. Ladels as well. No one needs a spoon that large.
    2
  6378. You too!
    2
  6379. Right on!
    2
  6380. I appreciate that! Not many of the bigger channels bother to get out of the studio. I can't blame them, it costs more but doesn't pay more, but this is how I get access to the best experts and am able to have real world experience with things. It's worth it.
    2
  6381. You got it.
    2
  6382. @machoopichoo2 Correct.
    2
  6383. We'll know better in coming months.
    2
  6384. The first number is the footprint of the main building upon which all the others are added. The ground floor is only 2.2Msf as of now, though it could be as large as 4.4M upon completion.
    2
  6385. That's the spirit!
    2
  6386. That's maybe the best compliment I can think of.
    2
  6387. It is not. While the skin is very strong, it's affixed with clips. Those aren't exactly structural.
    2
  6388. As others have said, it's the site prep that's adding to the overall completion. This was uneven ground, to put it mildly. Massive trenches, really. When building something, you have to allow time and budget for site prep before you can start the foundation. Site prep can be the most time consuming part of a project when the land requires such extreme remediation.
    2
  6389. That is something I definitely mention in the Q&A. ;)
    2
  6390. What outcome do you expect from that policy?
    2
  6391. I have revised my estimate based on new information (including this) with my changes being to Austin and Berlin only. 361,383.
    2
  6392.  @gplaneg  Seems to be the case!
    2
  6393. Solid theory.
    2
  6394. That's exactly how it looks to me. "Come on guys, just buy ONE more Toyota from us while we're getting our AMAZING electric cars ready to dominate the market."
    2
  6395. A lot of this channel's viewers were watching the SN9 livestream when this ran, hoping to see history unfold. Unfortunately it wasn't able to launch. :(
    2
  6396. What's a better term?
    2
  6397. But, ya know, other than that.
    2
  6398. Hyperloop was a white paper he gave away for free so others could consider its development. There's a company in China already having success with their trials.
    2
  6399. Thanks for the sub! This video is a net loss of subscribers overall, but from the comments I'm seeing that appears to have more to do with election sentiment than my position on it.
    2
  6400. Thanks for the info!
    2
  6401. Yep. Every EV sold is a net win.
    2
  6402. You sound big mad. You okay there buddy?
    2
  6403. If EV incentives and requirements are both gone, we'll have no carrot and no stick. Legacy will go back to pushing easy, high margin gas guzzlers. They'll make banner profit for a few years while the rest of the world markets move on.
    2
  6404. Has it begun?
    2
  6405. I hope so, but I don't see it being priced that low at launch.
    2
  6406.  @LanceyKersti  If you cut the CEO pay to zero and give it to the workers, it will be less than a penny an hour.
    2
  6407. The ones I've had in the past were not well attached. These are held on with fairly tight springs with a nice tolerance so they go right on, but stay on. If any come loose, I'll post an update.
    2
  6408. Howdy howdy howdy
    2
  6409. Hear hear!
    2
  6410. Vertical integration doesn't run up against anti-trust laws. It's when you go for horizontal integration and gobble up your competitors that you face a problem. Tesla isn't buying out all the EV startups (if they were, that might be concerning,) but rather trying to just secure their supply line from end to end.
    2
  6411. A few things here and there.
    2
  6412. I agree with your comment about Berlin and would raise you Giga Shanghai. But I don't agree that the CyberTruck has to beat Ford, Rivian, or any other electric pickup builder. The market is truly vast, and Rivian is going to suffer the sorts of growing pains Tesla endured 9 years ago, Ford is likely to be selling their EVs at razor thin margins, if not an outright loss. Their history with EVs has been as compliance vehicles, and while their truck may break out from that, it's not going to enjoy the same fat margins their ICE pickups have, which would allow them to go full steam into the future.
    2
  6413. It's a German company, though they likely produce in each major market. I'm similarly struggling to find good information. Thanks for your insight!
    2
  6414. Not unreasonable.
    2
  6415. Sorry if this is a duplicate, I wrote a lengthy reply and my wifi crashed, so it may have been lost. Texas can source batteries and 3/Y motors from excess capacity at Giga Nevada, where both are already made, as they await their own space to build them. Early Shanghai Model 3s were MOSTLY made from components shipped in from Fremont and 3rd party suppliers as they got up to speed. With all the extra 2nd & 3rd floor space at Giga Texas, I won't be surprised to see much of that is already in-house from the first models produced.
    2
  6416. Your powers of observation have not failed you! You missed it because it wasn't there.
    2
  6417. @Michael Inocente except sharks. I'm onto you, Doctor Evil!
    2
  6418. @Ted Kau A lot of this is already evident based on December production numbers.
    2
  6419. Almost definitely not.
    2
  6420. In the longer version of the video I showed the tweet from Dave Lee asking if it would look like what we've already seen, to which Elon replied simply, "No." It's an important distinction you raise, but the answer hasn't been offered, and I don't think the answer actually exists just yet. Like a lot of Tesla events, it's entirely possible they'll pull all-nighters the whole week before to get the new product presentation ready. The minimum I expect is a non-moving prototype of roughly the final design. The maximum I expect is for it to perform some tasks that are impressive to other robotics experts who will then be inspired to join the team.
    2
  6421. Ah, but you misunderstand. Work is what I do for a living! Well, sort of.😉
    2
  6422. Glad it was helpful!
    2
  6423. Hybrids are more likely to burn than BEVs, that's not unique to BYD. That's just what you get when you combine the shortfalls of two different drivetrains in one.
    2
  6424. Did not know about the double tap for defogging. Thanks!
    2
  6425. I'm a big fan so it was a lot of fun for me too.
    2
  6426. @grantguy8933 This is exactly it. Rimac built the absolute best EV in terms of performance, and joined the VW family. They'll build and sell these cars, but it's slow going since they were never designed for manufacturability. Some big company might want to buy out or merge with Lucid, but not at $15b. That's goofy money. The tech isn't even worth a billion.
    2
  6427. You're bad at this. Do better or troll elsewhere. Nobody has time for your silliness.
    2
  6428. Half? No sir, they call me the fast whole.
    2
  6429. I wholly take it as a compliment, even if it seems a bit inconceivable.
    2
  6430. Well said.
    2
  6431. I don't expect those to change.
    2
  6432. Some of us have had computer chips implanted in us for years. The shift is underway. ;)
    2
  6433.  @kingcarlobossio7067  No, it's an abundance of caution. The concerns are known and valid, their ad agency sought clarification to offer peace of mind, and no assurances were made. We don't know what the coming months will look like. Elon has the best idea of anyone, and when asked, the answer he gave led advertisers to pause their spending. They'll be back. The investors are not looking for a one-week return on their investment. Normally a business tries to grow first, and then make demands later, but Elon's been so good at delivering in the past that promises usually come true, even if they do so a bit late. When it comes to breakfast cereal, they don't want the PR headache that comes with accidentally showing up alongside objectively vile content, which the trolls provided in spades since the handoff. Pfizer has no morality. They're pure business and they're weighing the risks. If zoom out and look at it in that light, it's understandable.
    2
  6434. When a comedian sits down at a piano to play a funny song, are we not allowed to analyze the music? John's medium is news, and we're absolutely able to assess his accuracy and honesty in that department.
    2
  6435. Not likely.
    2
  6436. If you can get rid of the trucks entirely and let the cars deliver themselves, that would be a huge cost savings. $50-80 in juice is nothing compared to the cost of a car hauler.
    2
  6437. You okay?
    2
  6438. @UndercoverEV I know this is a very late reply, but you'll notice I took your advice and worked to address it in subsequent videos. While it remains too complicated to add an entire category in the spreadsheet, it's getting mentioned with context.
    2
  6439. In case this is the first video you're watching on this channel, that's something I've talked about a number of times, as recently as within the past week.
    2
  6440. You don't get to only make those claims when you disagree.
    2
  6441. Absolute nonsense. Whoever told you that knew they were lying. If you take yours eyes off the road or pull out your phone, the car warns you within seconds. Keep doing it and the car kicks you out of the program entirely.
    2
  6442. The contract was awarded years ago. I don't know if Rivian was even in a position to bid on it.
    2
  6443. My kids don't get it. They've tried a few channels, but they never promote or share them, and then they lose interest after a month because they aren't already famous. Barring lottery-level luck, it's a really tough racket. Even big names or big companies often struggle to get much exposure due to the way YouTube structures its recommendations.
    2
  6444. Solid point.
    2
  6445. That's the plan! Doesn't look super likely, but it's not impossible.
    2
  6446. Australia is on my wish list, but a bit wide of the budget just yet.
    2
  6447. The talking points feel far too coordinated.
    2
  6448. To my surprise, so did the director. That's what I'll be wearing.
    2
  6449. It's unfortunate. They used to be the gold standard. The shift I noticed was when they added a paywall. It's no longer about accuracy, but clicks.
    2
  6450. Unfortunate, but it happens.
    2
  6451. TBD. I can't always be the closest.
    2
  6452. You were correct on that one.
    2
  6453. I've worked in enough kitchens to know how unlikely that is.
    2
  6454. Welcome!
    2
  6455. That's what I'm talking about.
    2
  6456. Appreciate that!
    2
  6457. They should really get some electric wheels for those goalposts. Seems like it would save a lot of time.
    2
  6458. @Mark Holland Right? The one they used for years was showing how the sales CoLlApSeD in Europe for the first month of every quarter... Uh, that's because they prioritize local fulfillment at EOQ and boats take time to get there. Magically by mid-quarter when new shipments arrive, the sales are again booming, but they always ignored that part.
    2
  6459. It's not part of the R&D line item. It's separate, and I didn't address it. It's a one-time expense, and us shareholders all agreed to it.
    2
  6460. I love this stuff. It's already in my head anyhow, so it's natural to share it, though the time commitment to executing the videos absolutely wrecks me. Thanks for the encouraging words!
    2
  6461. GM has made a million empty promises on their electrification road map.
    2
  6462. More to come! We got more than a dozen videos shot over the course of the Michigan trip, so there's plenty more in the pipeline.
    2
  6463. I will absolutely track any additional buildings as soon as the foundation work begins, and have even had a few false starts on that already. I haven't seen an answer to the pavement question, but we have seen a parade of cement trucks in there at least once in the past month, so if it's not complete, I suspect it's close. All they upper floors in there got their concrete before the roof was complete, so at worst it would be only the ground level, and only part of it.
    2
  6464. 99% of commercially available hydrogen is literally made from fossil fuel. Nobody wants it. It's a dead end.
    2
  6465. Wow, thank you!
    2
  6466. @D0li0 Oh, it's gonna be a lot quicker than a year.
    2
  6467. It was, yes. We only used the handheld for this segment, and it was awfully late when we finally got there so we were a bit rushed getting set up. Appreciate your patience on these things.
    2
  6468. Totally fair. And for what it's worth, I gave the same rating to the Texas flag.
    2
  6469. Wow, that's impressive considering how many I publish. Thanks for the comment!
    2
  6470. My brother was always a GM guy. All his friends were too. When I needed a truck in the 90s, he suggested the F150... why had he always been so loyal to GM if they didn't make better cars? It's just what him and his buddies knew how to work on. This video isn't about being a Tesla fan at all costs. It's about understanding the challenges that go into building an EV and reaching an evidence based conclusion about which company is in the lead.
    2
  6471. We've had a couple chances to chat online over the years, even before I started my channel, and once in person in Texas. I think that since we've watched so many of each others' videos we feel like we know each other better than we otherwise would.
    2
  6472. Who is orchestrating this concert? A concerted effort requires coordination, so who do you imagine is in cahoots? I've had people telling me I'm "obviously" on the Big-3 payroll, despite my scathing review of the Lyriq and Hummer LAST WEEK. Jim and Mary don't pretend to be in the same boat as you. Shawn absolutely wants you to think he's just one of the workers, sharing your struggles. He's well rested and extremely well paid while you're starting wonder how you'll cover next month's bills.
    2
  6473. If you insist. ;)
    2
  6474. CyberTruck will. The rest will hopefully follow fairly soon.
    2
  6475. That might work.
    2
  6476. They don't allow audio recordings either. I could have done that or a hidden camera, but that's not something I'm willing to do. If I'm invited in, I'm happy to follow their rules. The crazy stories I've found in the past (with Tesla and others) were when I made the pilgrimage, but the companies had no interest in cooperation.
    2
  6477. Jan from TeslaFix WILL be at the Austria Takeover.
    2
  6478. What a very strange comment.
    2
  6479. Look at the 10k filing to see the detailed breakdown.
    2
  6480. Right? Shanghai entered production without 100% of their walls up. Trial production is already underway according to several reports, with full-production imminent. The good news on the hater front is that the doubters are almost entirely folks brand new to the channel who haven't seen the methodology explained in depth, but it would be exhausting for the regulars to hear it fully explained each week. There were a handful of commenters early in the series who would pop in every month or two to troll about how "obviously" wrong the predictions were, but they've pretty much entirely gone away. There's also been a lot of Texas haters (though not recently) that liked to point out that Shanghai was completed in 12-months, while Texas is at 17+ already, but Shanghai's first phase was 60% smaller by footprint, and almost entirely one floor. Shanghai is only 2% bigger including Phase 2 and 2.5, which has taken them 3 years to build. Apples to oranges.
    2
  6481. Love that channel, though it's not as consistent as it used to be.
    2
  6482. Appreciate that!
    2
  6483. Sometimes you see it hinted at during an election cycle, but it never gets even as far as a bill.
    2
  6484. @logixxxxx Nobody tells anyone to hate Ford. They just don't make compelling products. You can love them if you want, but don't wish harm on others. That's a real moral failing bud.
    2
  6485. The news since then supports your understanding. Thanks for the info!
    2
  6486. The only people I knew prior to the days of Tesla Motors who chose more efficient vehicles, did so because of the cost of gasoline. They didn't care at all about the environmental impact. I agree that Elon is pushing the EV revolution because they've proved that it can be done, and in a way that will beat them in every metric. It's adapt or die for the legacy auto makers. Without Tesla pushing them forward, they'd still be five years behind where they are now at least. Even with the push, they are still struggling to build an affordable, compelling product.
    2
  6487. Likewise! The matrix headlines are being held back by antiquated regulations that only apply in the US. It takes less time to find the answer on Google than to write a comment spouting bizarre speculation. You have access to the sum of human knowledge at your fingertips.
    2
  6488. Suspicious that no one replied to this.
    2
  6489. It's not a downer. These are still amazing numbers. They don't indicate a softening of demand or any lack of sufficiently compelling products. Downtime to increase efficiency results in greater long-term output. Sometimes you need a pitstop to change the tires. Nothing wrong with that, even if it results in a slower single lap.
    2
  6490. I call it Buzz Forks, but yours works too.
    2
  6491. So many seem confident Highland will be built here. While the lower price will make it compelling, the compact is sure to eat into those sales, and the increased output in Shanghai is likely to cover that demand, as I see it. Always appreciate your feedback Kris!
    2
  6492. Those two circles would look like boobs. Though one would be somewhat larger than the other.
    2
  6493. I criticized it then, and there were not many others on YouTube who did. All the big channels I'm aware of were strongly in support. It looked like a rash decision that didn't fit with the mission statement, and the fact that he almost immediately walked it back supports that conclusion. Reversing the decision after the cream of the crop has been scouted away is not ideal. You do get a smaller department, but maybe not with the composition you had hoped for.
    2
  6494. There's a streamer who was pushing his followers to pour their retirements into it to get rich. When the reality was better understood, they lost a ton. Many of them still believe in their guru, confident their investment will recover. That makes me the bad guy because, apparently, it's wise to shoot the messenger.
    2
  6495. Exactly. I won't do a review if it requires approval or any specific language. If it had failed or underperformed, that would have also been included in the review. They knew that ahead of time and had sufficient confidence in the product that they didn't feel that was a risk.
    2
  6496. Bright day and a great look to boot.
    2
  6497. That helps the work inside, but the water is still there. They've got some room still to figure it out, though I imagine once they get the whole place built they'll have proper drainage in place.
    2
  6498. I'm thinking to add the space visually on the next update, but not count the squares toward the final since it's marked on the permit application as Phase 2, and there's no indication yet when it will begin. Exciting times!
    2
  6499. It was just as much fun making it.
    2
  6500.  @adimchionyenadum2962  I want to disagree, but it's first-principles all the way down. This hasn't been done before. Not like this. SAAB was a car built by aircraft engineers. Aptera is an aircraft that just happens to be flightless. It cuts through the air like nothing else, and it doesn't compromise. It's fascinating and I'll be watching it closely.
    2
  6501. No, it went through a bit north of us as I understand it.
    2
  6502. I've slipped a few times. Mostly at the end of long days.
    2
  6503. He's learned harder lessons than the rest of us. That provides a valuable perspective I hope you and I don't have to learn from experience.
    2
  6504. @JJ E I wouldn't say that most people have horrid ideas, but when a platform only exists to host people who have been banned from everywhere else, it quickly gets out of hand. Imagine if YouTube's "ban user" feature worked like Twitters, where a channel banning you meant you couldn't even view their content. That quickly reinforces the echo chamber in ways that may look good to the algorithm, but are harmful to the free exchange of ideas.
    2
  6505. It was discussed.
    2
  6506. It did pretty well. Pleased with the results.
    2
  6507. This has a steep rear window. Those typically have a wiper.
    2
  6508. I agree with you on that. Most car companies show a breathtaking render, a pretty impressive prototype, then an absolute potato for the production vehicle. If you look up prototype vs production, you'll see some real disappointments. Tesla doesn't do that. To all the doubters saying Cybertruck would never look like the reveal, well, we can see how that turned out. But it's hard to deny the timing is a real source of frustration.
    2
  6509. Good catch. They really are.
    2
  6510. CHILDISH PESSIMISM. WAIT FOR THE GAIN!!! IT'S COMING!
    2
  6511. Wow man. That's pretty intense stuff. Thank you for sharing.
    2
  6512. I'm with you this one. Even if they work as advertised, there are far more valuable applications in the early years.
    2
  6513. I haven't seen theirs, and mine wasn't published when theirs came out. I'm not surprised we came away with different takes.
    2
  6514. I don't see how they'll raise the funds to get them into mass production, and I don't see how they can be profitable without significant volume.
    2
  6515. Of course I don't remember. How could I?
    2
  6516. Those are all words.
    2
  6517. Nope.😭
    2
  6518. You're the best!
    2
  6519. Not just for the quarter, but for the ever.
    2
  6520. Okay, and the other dozen points in the video? Am I not meant to see wasting hundreds of millions on de-electrifying the GSA fleet as an attack on EVs? Bro, you gotta do better than that.
    2
  6521. Why direction is the sky?
    2
  6522. Autopilot is a standard feature on all Teslas. It's more advanced than many systems that are sold as premium upgrades. Panel gaps is a very outdated complaint. They're no worse than average and better than many.
    2
  6523. Will be covered in today's video.
    2
  6524. Will do.
    2
  6525. Boom!
    2
  6526. I've only heard that up to about $40,000. Beyond that, workers seem pretty eager to do whatever.
    2
  6527. But have they? Because Grok is very good at hallucinating answers that aren't always accurate.
    2
  6528. You got me on that one. That's one I (somehow) hadn't considered, and that's legit.
    2
  6529. Amazon also has patents on delivery drones, but the tests have not yielded the desired results. It adds a lot of cost and complexity that has proven difficult to manage. With a giant like Amazon struggling to make it work, I have limited confidence in someone 5,000x smaller to be the ones to crack it.
    2
  6530. This guy beat the system. Get him!
    2
  6531. That's not how it works. If Congress approved it, it's passed. If you want to find fraud, get the forensic accountants in there. You didn't just slash without asking why something exists in the first place.
    2
  6532. They won't sell a product with a 5-8% margin. It's just not how they roll. The price they'd need to sell a car for would be prohibitively high because there's only so much cheaper you can build something that big.
    2
  6533. Wow!
    2
  6534. Appreciate that, thanks Charles!
    2
  6535. It sounds like a good idea, but I recently showed how The Register UK has a neutral rating, and a high factual rating, but still churned out some absolute garbage.
    2
  6536. 😁
    2
  6537. May I see your design?
    2
  6538. China is a pretty big place. I only asked my guest to speak from his personal experience.
    2
  6539. V13 works on roads without clear markings. V12 did too.
    2
  6540. HUGE advantage!
    2
  6541. That's a very persuasive argument. Fixing 100 packs is annoying, but fixing a warehouse full of them would be a nightmare.
    2
  6542. Welcome!
    2
  6543. So awesome, Todd! Gave you a shoutout on yesterday's video. :)
    2
  6544.  @MyUniversalUniversity  The thought of doing a dry, straight news type channel never occurred to me, and unless it was a job where the boss demanded it (and paid me for my time,) I don't think I'd last very long. Coming up on the channel's first anniversary and looking forwar to year two being even better. :)
    2
  6545. Not at all. They use cabled guard rails or concrete when there's a cliff. Highway safety engineering is a serious business, and they use whatever is the most effective depending on the actual terrain. The Model 3 weighs no more than a BMW 3-series. The weight isn't the concern on this test.
    2
  6546. It's weird that way. So much of what Tesla China posts is never mirrored to the official US channels.
    2
  6547. Unless you meant me doing the voiceover, in which case, probably not necessary, so probably never. ;)
    2
  6548. Comparable, or even a bit smaller. Mexico has the space, but this "massive" site in Berlin is already getting a bit full.
    2
  6549. Aw look, it thinks it's automotive!
    2
  6550. Ah site.... uh buh SITE.
    2
  6551. Their hand dryers don't
    2
  6552. It's already in. They put it in on upper floors with openings to vent.
    2
  6553. @TheWolfdoctor Correct! I have no idea why they've chosen to bury these inside the building rather than put them on the rooftops, but that's what they've done.
    2
  6554. You're insane, but I think you're right. They still haven't cracked the top 20, but unlike everyone ahead of them on that list, they're growing 50% year over year (at minimum) with no real reason to suspect that trajectory isn't sustainable. Demand falls in China? Okay, fine, we'll just make a cheaper model from existing everything. Berlin is delayed? Okay, we'll just export more from China. Unexpected demand for Model Y in North America? Okay, we'll slap up another tent.
    2
  6555. I put a lot of hours into my interview prep. I take it seriously. These people's time is worth a lot and I don't want to waste it. The downside is that I prep this hard for every interview, and fully half of the ones I land and invest my hours into flake out or ghost me. It's heartbreaking to spend 8 hours prepping for an interview that never happens.
    2
  6556. Thank you for the support!
    2
  6557. You "can" but since you're not a mega-publisher like Univision, you'd actually face consequences for trying.
    2
  6558. I don't do that. Maybe you should harass the people that do instead, if they haven't already marked your account as hidden from their channels.
    2
  6559. Parking perhaps?
    2
  6560. The fact that you're bad at selling cars doesn't mean they aren't selling. 2024 was a record year for EVs, even in the US.
    2
  6561. I feel seen. Watched, even.
    2
  6562. Fair enough.
    2
  6563. Appreciate it!
    2
  6564. You did the thing, thank you!
    2
  6565. I've only appeared in a few of the videos. Here's the most recent one. https://youtu.be/c20am_7Uvn0
    2
  6566. That's the "burn it down" mentality. You're right to be angry at the backdoor dealing of 2008/2009, but I don't think that's a good enough reason to force auto production out of the US entirely. The Big-3 will survive this. They all have dozens of factories in other countries around the world already. The UAW made clear that their objective isn't to get a fair deal, but to exact revenge. There are no winners in revenge plots. It's only a question of who gets hurts the most, and I fear it's going to be the workers.
    2
  6567. He's been on maybe 5-6 times, but the most recent time was back in July. He's the best.
    2
  6568. I've never owned a vehicle of any type that could do 500-miles without a stop. They exist, but they're rare, and few buyers have a reason to seek them out. I'm like most drivers where, after 4 hours, I want to use the bathroom, grab food, and stretch my legs before getting back on the road. Unlike gas, you don't have to stand there and babysit the pump, so those first 5 minutes don't really count against it. It's an extra 15-minutes to get you enough juice to finish your whole day of driving. I'm road tripping 1,000 miles to San Luis Obispo with Herbert from Brighter w/ Herbert later this month. We're taking his Model 3, and looking forward to it. Maybe I'll make a video about it.
    2
  6569. Thank you kindly!
    2
  6570. Community Notes is always late and pretty weak.
    2
  6571. I have fun with language. It's what I studied in college, and how I spent the 15-years before this channel came along as a profession. It's just fun.
    2
  6572. The objective is to seek those with facts on their side. Better information is better. His story telling relies on viewers to accept uncritically the things he says as truth, despite all evidence to the contrary. People like Peter know better when it comes to at least the majority of the lies he tells. There's good money in what he does. There is very little money in what I do. My dedication to honest information is a substantial hurdle for me professionally, but I'd rather be right than rich.
    2
  6573.  @mikegrant8031  He's a liar. Wholesale. It's his stock in trade. If you can't see a single one, this isn't the channel for you. We deal in objective reality here, that's why he's a millionaire and I make less than minimum wage.
    2
  6574. I don't, no. An orderly transition of power wouldn't hurt the company, though the stock might take a short term hit. Google, Microsoft, and Apple no longer have their founders on board, and they're all doing great. Amazon is down, but it will recover, and the business is running as smoothly as a month ago.
    2
  6575. Next time! Thank you for the support kind friend!
    2
  6576. Fair.
    2
  6577. We haven't heard any discussions on these projects, but I'd be very surprised if there aren't preliminary talks underway.
    2
  6578. Choice of leaded gas? Naw.
    2
  6579. There's a significant degree of refinement that goes into anything used in a battery.
    2
  6580. Not a reference. Just something I thought of to describe the kinds of people who really love going so deep into the analysis. :)
    2
  6581. Considering it has different batteries, I wonder if it will have an entirely different sub-Model designation. Surely it can't have the exact same weight, stats, and test results as a Fremont Model Y. I expect we'll see guidance on this in the next week or so. Welcome aboard Gary! You've been a subscriber a while, I appreciate the added support!
    2
  6582. My pleasure!
    2
  6583. I appreciate that! Things have certainly taken a pretty unexpected turn in the last 24-hours, so that possibility at least exists. Thanks for being here!
    2
  6584. If your objective is to use dishonesty to convince people to behave in a dangerous way, please advise so I can ban you from ever commenting again. You're free to be silly, stupid, even offer bad advice, but you are not going to encourage dangerous behavior. I won't tolerate it.
    2
  6585. They're really establishing themselves.
    2
  6586. The smear strikes me as less likely, but their carbon credits is new information to me. Very interesting!
    2
  6587. This isn't a political channel.
    2
  6588. Thanks! Years of studying it from a project management perspective has paid off a bit.
    2
  6589. Flying out in the morning for a very long and slow trek home, but this was the last of the pre-tapes.
    2
  6590. The video makes clear the case. We push, we don't get to act surprised when others push back.
    2
  6591. Steam trains, sonny, it's the wave of the future!
    2
  6592. You have no answers, but man are you confident!
    2
  6593. That's an odd story. The article didn't say anything about replacing brakes, just servicing them to remove rust spots. Your issue sounds like something entirely different and more serious.
    2
  6594. Accident rates go down. If you're not using the software, that's the only metric that has any bearing on you
    2
  6595. It's gonna be good.
    2
  6596. It's massive. Shockingly so.
    2
  6597. Being self-employed has its benefits. Schedule flexibility is a big one for sure, but the sexual harassment I impose on myself is just beyond the pale.
    2
  6598. Right, that's on me. I was rushing to get to the matinee and really wanted to get this video out.
    2
  6599. Glad you enjoyed it!
    2
  6600. It struck me as an odd fit since they're so consistently anti-science. That's not a problem by itself. The Onion has a fantastic movie review section that's honest while still being quite entertaining. Comedians can tackle serious issues while still being entertaining. Consider Jon Stewart holding Jim Cramer's feet to the fire. That was masterful. Or John Oliver's interview with Edward Snowden. Or ANY interview by Sean Evans on The Hot Ones. Yes, these are all smart people, but those three guys at the Bee aren't remotely stupid. It was just lazy. Richest person in history gives them $200m worth of his time and they just phoned it in.
    2
  6601. You don't need to take back the butter or jam.
    2
  6602. EV sales continue to climb year over year in the US, even in 2023. The Big 3 slowing their EV expansion isn't a bad sign for EVs. It's a bad sign for them. Repair costs are comparable to other vehicles in their class. A Model 3 is comparable to a 3 series BMW or mid-sized Audi, but less likely to crash. A Model Y is comparable to a BMW X3 or X5, and again, less likely to crash. Cars go up in flames every day. A gas powered car is 20x more likely burn than an EV. Even the famously fiery Chevy Bolt was still 5x less likely go up in flames than a dino burner.
    2
  6603. Almost as old as the F150.
    2
  6604. I think I'm getting the quality really dialed in. Hope the effort shows.
    2
  6605. It's crazy to me how a lack of home charging means you not only have to pay vastly more, but you're also taxed at a massively higher rate.
    2
  6606. The "Content-ID" matching system found clips in other videos that match a clip from theirs. They never proved they own it, only that they uploaded it. That confidence is a bargaining chip offers the mega-publishers to give them confidence to use YouTube.
    2
  6607. Plus they have to keep buying ZEV credits.
    2
  6608. Yes, that was a disappointing miss to me as well. I think I confused the issue by mentioning the lack of paint shop. The whole point of the first principles design is to make it as quick and easy as possible to keep the line screaming along. Also would have made a killer video title. ;)
    2
  6609.  @Woovmger  I've sent a number of requests over the past year. I don't want to risk burning what little bridge I have.
    2
  6610. Me too my friend. I hated it when I first saw it, but it sure has grown on me.
    2
  6611. Any time!
    2
  6612. You don't scare me. I know you're not a real ghost.
    2
  6613. Apart from expansions in Shanghai and Texas, there's a lot to consider. I made a series looking at 24 candidate countries by the math, and my numbers showed Japan and Canada as the two most favorable for a new factory.
    2
  6614. It's a gold rush and nVidia is selling the pick axes.
    2
  6615. If I'm in the area, I'd love to do something with them, but their add-ons are a bit more intense than I would need or want.
    2
  6616. He's great. A fantastic resource and a great guy too.
    2
  6617. I'm not sure if you watched the video, but we go into detail on market segments in which Toyota has no presence, and no interest in participating. Tesla is a lot more than a car company.
    2
  6618. From looking at the initial ramps of Shanghai and Berlin, I'm not sure they count them until they're marked as saleable.
    2
  6619. I'm sure it will come.
    2
  6620. It's a demonstrator. Pushing the limits is how you know where they are.
    2
  6621. The one from 9/18/18? Watching it now on your recommendation. That takes me back. "General Motors has announced 20 different electric vehicle models..." Um... how'd that work out, Bobby?
    2
  6622. There's no correlation between his social media activity and stock performance.
    2
  6623. The way the IRS administers the program makes that impossible. That's why so few EVs qualify in 2024.
    2
  6624. The contract allows you to do whatever, even sell it, so long as you return it (or one exactly like it) at the end of the term. If you want to lose money, that's on you. At least that's how the law is currently written for short sellers.
    2
  6625. @Tesla Bot This is exactly it. Kitchen gadgets that serve one purpose are almost useless. I could buy ten gadgets with 50 different attachments, or I could buy one good knife and spend ten minutes on YouTube figuring out how to make it do all those things cheaper, better, and with infinitely less cleaning time. Some people still buy those kitchen gadgets, and always will. This isn't for them. Not yet, anyhow.
    2
  6626. That is a very strange and non-scientific metric.
    2
  6627. Funny, I was going to say your middle name is just perfection.
    2
  6628.  @Tazman55x  You can't be serious. Did you really? And here I thought my tesla tattoo was a bit extreme.
    2
  6629. Much appreciated!
    2
  6630. Historically accurate more often than not.
    2
  6631. Thanks! It is not getting views, but that's YouTube for ya. Never know what they're actually going to show people.
    2
  6632. You bet!
    2
  6633. Aw, thanks!
    2
  6634. It's such amazing work.
    2
  6635. Even a few years ago I'd have disagreed with you, but the chemistry has improved to the point where it already makes absolute sense for an awful lot automotive applications. Maybe not the highest performance specs, but even the "low" spec LFP cars are very quick compared to even muscle cars for 15 years ago.
    2
  6636. Glad you liked it!
    2
  6637. They wanted me there. Only Elon has the power and foresight to place an entire party in my path. Impressive, really. 3 years and a thousand videos, and they still won't let me cover their events? That's the real disgrace. They know we're rolling in to produce coverage. They don't get to act surprised when they don't like it if they refuse to participate.
    2
  6638. Spicy air.
    2
  6639. Even without a step-change, battery tech continues incremental improvements all the time. It's reasonable to believe the same battery will be slightly cheaper and better next year, at the very least.
    2
  6640. Ya like how even on this super hidden exclusive, I still censored it? Maybe a tad silly, but ya know, only took an extra minute. ;)
    2
  6641. It justi doesn't make sense.
    2
  6642. There IS math behind it, but I agree that it requires a bit of magical thinking.
    2
  6643. Fingers crossed.
    2
  6644. I think the NFL would charge them $30m and it would result in orders that can't be filled until 2028.
    2
  6645. My advice is when you find a company you believe in, and you understand their long term vision, and believe they can execute on it, that's likely to be a decent place to put your money. I had the good fortune of investing during the mega-dip in 2019. I didn't go all in, but put 75% of my retirement in Tesla... you can imagine how well that's worked out for me. I was convinced to take some profits around $1,200 (pre-split, ouch) and I have no plans on selling another share until it ceases to be a growth company... so... 15-20 years?
    2
  6646. The PNW isn't a bubble. The vast majority of work trucks don't drive 100 miles on any given day. If Cybertruck ONLY captures those buyers, it will remain sold out for years to come.
    2
  6647. No tours, no gift shop, not even any place to grab a bite. Could be a nice opportunity for someone in the area to offer guided tours since access from the public roads is so shockingly close to the action.
    2
  6648. Always!
    2
  6649. See you there!
    2
  6650. So YOU know better than Tesla now? Look at which cars sell around the world. Compact is the biggest segment Tesla hasn't entered.
    2
  6651. I hope so too!
    2
  6652. Do math. Hope this helps.
    2
  6653. China took the lead on it, but it's not a Chinese invention. It was just that the licensing fees demanded were prohibitively high.
    2
  6654. Also feels like they'll finish construction before they could effectively complete such a project, but it would be useful in other factories too.
    2
  6655. Agree entirely. These actions are not what fiscal responsibility looks like.
    2
  6656. I've gotten nothing yet, but I do have someone I'll be talking to on Friday.
    2
  6657. Norway experiences winter and they're at 94% adoption. I suspect they know something you might have overlooked.
    2
  6658. There was a patent for a machine that could cast a whole car frame, but there are hundreds of patents filed that never make it to production.
    2
  6659. A lot of headspace goes to remembering where the next obstacle is.
    2
  6660. Went to the bathroom, grabbed a drink and a snack, and we left. Didn't even have time to shoot a normal 8 minutes.
    2
  6661. Response-null.
    2
  6662. Nope. We're past that. It's done. Service Centers don't know ops.
    2
  6663. @gbinman Not only has it been in decline, but that's despite spending billions on buybacks.
    2
  6664. Is bumper failure common on vehicles?
    2
  6665. I expect it to jump as new factories are finished, new products are unveiled, and/or another stock price runup. People watching now are the true faithful. ;)
    2
  6666.  @timboatfield  May not surprise you, but I've already seen that one. ;)
    2
  6667.  @timboatfield  But you have given me something to chew on. Surely I can come up with some good concepts for significantly easier content that's still valuable. I'll work on that.
    2
  6668. Stamping was the first building closed off. Giga Shanghai entered production with only 10% of parts sourced locally, and has yet to make their own batteries. I don't see these as the same obstacles as you.
    2
  6669. This market cap insulates them from the risk of a hostile takeover. Their tech is promising, but far better suited to racing than any consumer application.
    2
  6670. I think it will be in Detroit in 2026.
    2
  6671. Me too!!
    2
  6672. Very bullish! I hope you're right.
    2
  6673. You got it!
    2
  6674. I think the rear cupholders are shallower so the center passenger won't feel them jabbing through the upholstery.
    2
  6675. Every investor has different objectives. You invested knowing they had no short-to-medium term intention of paying dividends. It really doesn't matter though. It's more about philosophy. If IBM had invested their surplus into expansion or buybacks, their shareholders would have (likely) benefited as much as they did from their paltry payouts.
    2
  6676. You're the best!
    2
  6677. I've addressed it. https://youtu.be/YWhV5RmNksU?si=qkV4Ep2w9n0OIgoH
    2
  6678. You're comparing what you have NOW vs the offers Shawn won't let you vote on. The rest of your points fall apart when you consider that.
    2
  6679. Us too!
    2
  6680. Cut both those numbers in half and it's still looking pretty good, and even at my lowered figures, would pay off the factory in a couple years. Thanks for the thought experiment!
    2
  6681. Your efforts are greatly appreciated.
    2
  6682. And also, you've been added as a managing moderator, so please boop them when you see them.
    2
  6683. Dampens them locally by dispersing them farther. The USGS monitoring station is just across the bay and is extremely sensitive.
    2
  6684. Exactly. They aren't for sale. They're barely even for rent. You and I can't hop in one. Like Ryan said, it's a bit impossible to know what's really going on under the skin.
    2
  6685. They think I'm on the side of the Big 3, but they're obviously new here.
    2
  6686. That wasn't the stated goal. That's the intended ramp of the first line.
    2
  6687. When someone is dead wrong on a topic you understand, you have to question if they're ever right about things you don't know as well. It forfeits your credibility overall.
    2
  6688. The flow is quite different.
    2
  6689. Impressive, if a bit impractical.
    2
  6690. You ask but you already know the answer. Sheer laziness.
    2
  6691. Zoom out.
    2
  6692. Glad it's working as intended!
    2
  6693. If he's this entirely wrong on everything EV, I can't imagine trusting him on topics I'm less familiar with.
    2
  6694. It's taxed as income. Then and now. The changes have been in regards to the gains after exercise, and the date of valuation. It's not the tax dodge most imagine.
    2
  6695.  @JeffSongster  The financial success doesn't seem to track with the stock price. Consider how much the p/e ratio has improved since January and the craziness gets pretty impossible to ignore.
    2
  6696. If gasoline is so affordable, why does it get trillions in subsidies globally?
    2
  6697. I don't believe the central corridor is critical to Model Y production. That's the CyberTruck den, methinks.
    2
  6698. Very strong... Remind me, what were they in 2016?
    2
  6699. Totally agree.
    2
  6700. No. It wasn't about + Q3. It was the default thumbnail YouTube tried to use on today's livestream. What a genuinely bizarre and confusing accusation. I can't even imagine what it means.
    2
  6701. He certainly tries.
    2
  6702. I will think on this.
    2
  6703. Will be interesting to see where Semi gets built, other than Nevada, of course.
    2
  6704. Reach out if you ever want me on your show.
    2
  6705. You are so welcome!
    2
  6706. Glad you enjoyed it!
    2
  6707. Long time no see.
    2
  6708. Glad you enjoyed it!
    2
  6709. Not all leases are the same. Tesla did not offer them with a buyout for the residual value. If you leased a Model 3 in 2019, you do not have any option to keep it. This is widely misunderstood. This is the massive upside hiding in plain sight.
    2
  6710. Some people love fart mode!
    2
  6711. It already was asphalt. Just struck me as interesting and I figured it would be a little funny.
    2
  6712. I totally agree!
    2
  6713. Tried. Plastic doesn't taste good.
    2
  6714. Totally fair. If I get on stage with her again I'll swap it out.
    2
  6715. No, that's not what fraud is at all.
    2
  6716. Over time the two numbers balance out. I can't see the logistics and flow once cars leave the factories, so my numbers are always based on what I can see. I look at a lot of factors like how many of the heat exchangers are in motion on any given day, how many of the pre-load chargers are in use, and other things I keep closer to the sleeve.
    2
  6717. Appreciate that, thanks!
    2
  6718. We considered it for an April Fools thing.
    2
  6719. It's not $56b, and it's not cash. Achieving the impossible earns big rewards. We knew that. If you're a shareholder from before 2018, you've done VERY well. If you're a shareholder from after 2018, the compensation package was already in place when you invested. And if you're not an investor, this doesn't effect you.
    2
  6720. Thank you so much!
    2
  6721. Inventory vehicles. There's a link in the description.
    2
  6722. And the reporter thought, "sure, this is newsworthy!"
    2
  6723. Any step we take that stands in the way of EV adoption is a step in the wrong direction. Kindness is free.
    2
  6724. You bet!
    2
  6725. I think so too. It was originally labeled as "motorworks" but you don't need a building that large for the manufacture of electric motors, and I also can't see why it would be a wholly isolated building were it not for chemicals in the air.
    2
  6726. A viewer found an error in my tracker, so we're not quite as close to 50% as we thought. Next week's update will explain it all and provide a lot sharper estimates.
    2
  6727. That's my heater. My office is in the garage, so in the winter, I sometimes have to turn it on.
    2
  6728. Happy to provide one. I'm sorry you have more sand in your britches than Nikola does where there factory should be. There are no lies, it's video with the relevant dates. They don't have enough money to finish the factory, their ability to raise money is not strong, and the footprint they're working on is too small to build a semi truck factory.
    2
  6729. The plan is to eventually cover the roof in panels, and they've said there may be additional ones at ground level. The shortest term problem is that they're focusing on getting into production. The slightly less short term problem is that there is a solar panel shortage right along with other tech items. In the long run they'll have them, but it won't produce nearly as much as what's consumed inside, so it would be very rare that they'd need to consider the grid while generating. Great comment, thank you!
    2
  6730. Quality BBQ is rare in the northwest.
    2
  6731. It's not impossible, but there is the 30-days standard delay to let the concrete cure before steel goes up... still, not impossible.
    2
  6732. Glad you enjoyed it. We had a blast putting it all together, despite the stress of it.
    2
  6733. I never saw the value until I got to experience it on a long drive with Jan from Tesla Fix. It's awfully nice.
    2
  6734. Better to relegate it to the scrapyard, amirite?
    2
  6735. You know it, Kirk!
    2
  6736. Yep. The camera was shaded in the first take. Didn't realize the sun would move that quickly. Very frustrated in the edit. :/
    2
  6737. Glad you enjoyed it!
    2
  6738. The Y is closer, and gets awfully close to Model 3 numbers. Ron chose to use his own real world experience and the data he'd gathered because it's real, and what he has available.
    2
  6739. Glad the info was helpful. There's more to come!
    2
  6740. No. That would be overkill for this project, especially since we don't have inside info to know what their actual targets are.
    2
  6741. Exactly. Higher cost at launch, and lower over time.
    2
  6742. I never get the first look, but when I finally get access, I bring the heat.
    2
  6743. When Sandy went to the Investor Day, he overheard TWO people ask where the shrimp platter was. That's all they cared about. If you watch the video of the people in the room watching that amazing presentation, they looked bored and anything but engaged.
    2
  6744. Glad it was helpful!
    2
  6745.  @mclaughlinkyle3775  Thank you for that. I'll have to make one first, or decide if I want to just take over the one I already have. I'll ponder it and get it done this week. You're the best, man!
    2
  6746. I've heard that since the beginning, but never as frequently as I have recently. If someone was already dead set against Tesla, there's nothing to be lost from them. My concern is the coin-toss consumers in the middle. If the widespread public opinion is negative, Tesla will lose a lot more coin tosses.
    2
  6747. They won't tell us, but they're still very certain it isn't a truck.
    2
  6748. Thank you! Cheers!
    2
  6749. Exactly.
    2
  6750. 360' from endzone to endzone. 900 could make for a very interesting game though. A lot more running.
    2
  6751. This coming Monday will show the corrected curve. :)
    2
  6752. Mark is a really great guy and an inspiring character in my view.
    2
  6753. BYD is big. The more good jobs we share with our neighbors, the lesser their incentive to flee their homes in search of a way to feed themselves.
    2
  6754. I'd pay a premium for that.
    2
  6755. What's the worst that could happen?
    2
  6756. Glad the info is helpful! I've been at this for four years with over 2k videos, and I always do my best to bring the heat. The only trick is that I'm pretty much on my own when it comes to access. I've done everything possible to get into every product event since going to Cyber Rodeo and being just about the only analyst, content creator, or influencer who didn't get in. It's frustrating, but I do my best.
    2
  6757. They are. Many buyers prefer Tesla's offering due to a percieved (and likely real) software advantage, even if they have to wait longer to get it... hey, that sounds familiar!
    2
  6758. What will you say if you're wrong?
    2
  6759. Crazy, right?
    2
  6760. Appreciate that.
    2
  6761. Cheerleading can be fun, and everyone loves to celebrate when their team notches another victory. The big difference is that fans of sports teams don't pretend their teams can do no wrong. Sports fans recognize when their team is in trouble. When it comes to automotive fans, that sort of critical thinking appears less common, and that's a risky way to invest in my opinion.
    2
  6762. We shall see, but I'm hopeful.
    2
  6763. That looks great, thanks for sharing!
    2
  6764. Are you sure? You seem very confident, but I've checked with a variety of AI generators and there doesn't appear to be much consensus.
    2
  6765. Wind farms kill a couple million birds each year, while house cats kill BILLIONS. As a percentage, it's not even a rounding error. If we get to 7 million bird deaths, that's still under 1/10th of 1% of the total population. The benefits to the air breathed by those of us in the animal kingdom greatly outweigh the downside. No energy source is without its downsides.
    2
  6766. Parking areas can be paved in a matter of days. If the site remains the same, but they pave the surrounding areas, will you consider it complete?
    2
  6767. Other companies have been building cars in Mexico for decades, and it's only grown. The trade agreements alone make the factory worthwhile.
    2
  6768.  @fernandosousa4657  He provided his name, which I used to look him up. That's David Apps. You can see he really is who he claims to be. There has been some footage from inside, though it was provided (and presumably staged,) by Nikola. Either way, you can see that the pilot line is at least partially, if not mostly complete. Your skepticism is warranted, but don't go so far to one side that nothing can convince you. I'm convinced they will have trucks produced in small numbers reasonably soon, almost certainly before the Tesla Semi delivers its 10th truck. What I'm not convinced of is that Nikola will survive beyond 2-5 years.
    2
  6769. Hope it was helpful.
    2
  6770. I couldn't think of a 2nd explanation. My car works fine for me in bigger, busier cities, so I don't know what's wrong. If v12 comes out before the 3 month trial is up, I'll continue. Otherwise I'll wait for it to subscribe again.
    2
  6771. We joke, but it's as true today as it was back then.
    2
  6772. Supposing, you say, hm?
    2
  6773. The A pillar is thicker, so maybe they'll make them bigger.
    2
  6774. Thank you! Cheers!
    2
  6775. I'll tweet it out when it hits it!
    2
  6776. I actually covered this exact question in my 6-months side by side video here! https://www.youtube.com/watch?v=GkSPhu92yKQ Phase 2 was definitely slower, but not by as much as you might think considering its significantly larger size, additional floors, and generally increased complexity. If you count it as a separate project/site from Phase 1, it comes in 2nd place among the 4 GigaFactories narrowly beating Berlin for the amount of enclosed space. Love to see your comments over on that video.
    2
  6777. It hit $60 on hype and speculation back when everyone who missed out on the 20x boom was desperately looking for "the next Tesla". When Lucid was at its peak, they had a very rosy outlook. The honeymoon is over and now we're looking at fundamentals. They can't sell cars for more than they cost to produce, which means every one they sell brings them that much closer to insolvency. That creates a perverse incentive to NOT sell cars. Not selling cars appears to be something they're very good at. $60/share would make them the 3rd most valuable car company in the world. That would be 50% more than VW, who sold over 8 million cars last year. Their current market cap values them at more than Volvo and Isuzu, and worth more than Mazda and Isuzu combined. The stock still has plenty of room to fall.
    2
  6778. And not a day sooner, I bet. :)
    2
  6779. That's an interesting idea.
    2
  6780. I never took the bulbs down from last year. It's just a question of when I switch them back on.
    2
  6781. I will add that to my list!
    2
  6782. We cover that in part two!
    2
  6783. I hope to hear about improvements in their design and manufacturing process. Until we see that, I'm not sure where they're going is in the right direction.
    2
  6784. Yes we do
    2
  6785. They do. Recycled aluminum is worth WAY more than raw bauxite.
    2
  6786. There will be footage from inside the car on tomorrow's video. The screen wasn't an issue. There's a lot more leg room (not just horizontal, but cubic space) than I expected. And no to the grab handle, but it's as easy as getting off the couch. Swing your legs out to the ground and stand up.
    2
  6787. I might be going to his shop tomorrow.
    2
  6788. It's pretty frustrating for sure.
    2
  6789. Awesome, thank you!
    2
  6790. It's there. It's below the "show more". Www.youtube.com/glossynews
    2
  6791. See what I mean about them being the devil?
    2
  6792. More like a "weak ban" amirite?
    2
  6793. Ah, so you've never been to a conference center before. Fair enough. This is about 98% as good as audio can be in such a harsh and noisy environment.
    2
  6794. Glad you had fun!
    2
  6795. Northvolt has production problems. If they were turnkey ready (or there was an easy fix), they'd be snapped up in a heartbeat.
    2
  6796. The odd haters don't need logic. In fact they despise it.
    2
  6797. Minerals are a lot easier to source than the entire factories.
    2
  6798. Totally agree, but we didn't have permission to put a mic on the driver, so I put it on the front seat passenger instead. That was the best opportunity we had. I was in the back with the camera.
    2
  6799. Some questions are valid, and others may be less valid but no less common. We nee to arm ourselves for these discussions.
    2
  6800. Confirmed.
    2
  6801. I don't understand how they've reached the conclusion that it's a good thing for electrification. Feels like they hate XYZ more than they love EVs.
    2
  6802. It's based on dishonestly manipulating the facts until the truth is entirely obscured from view. A lie would be mis-stating production or delivery numbers. What they do is raise suspicions that they may not be good by cherry picking data or relying on anecdotes.
    2
  6803. Fines and likely jail time. Fraud isn't something you smell, and if it was, you'd be in need of recalibration. There's nothing crazy about this story.
    2
  6804. Not yet, but chinese cars are getting there.
    2
  6805. That's the European PR department hard at work.
    2
  6806. Out paths are similar. Went in big in 2019, and my investments are pretty much Tesla and my home.
    2
  6807. Happy birthday!!
    2
  6808. Tough to say.
    2
  6809. Looks are often a matter of taste, and there's only so much you can do with the shape while keeping a slippery aero profile. It's not my favorite design, but I don't mind it.
    2
  6810. Only 1% of the total shares were made available in the offering, which grossly distorts the price. The rumor in the news this morning is that insiders have begun selling. That's not a vote of confidence in a return to its former highs.
    2
  6811. It has been confirmed by Elon, and he suggested there will be additional solar at the ground level. What we don't know is when. They're still adding more solar to the Giga Nevada roof.
    2
  6812. And this video was months before I even got to see it in person and talk with the engineers.
    2
  6813. No, Canada has been in compliance with USMCA. Maybe your problem is with whoever wrote that trade agreement.
    2
  6814. Very cool!
    2
  6815. In the absence of infinite cash, battery swaps will bankrupt them. I don't want them to go broke, but they have the kind of investors who can't see the underlying math. It reminds me of the cult of Hydrogen.
    2
  6816. When I see lazy mistakes in reporting, I have to throw out everything they say.
    2
  6817. @rozonoemi9374 Poland isn't a bad guess. It's awfully close to Berlin.
    2
  6818. Funny that you'd choose to leave out all the relevant context... Well, okay, maybe not funny, but definitely sad.
    2
  6819. All cars generally only last about 10 years. EVs appear to hold up better due to the nature of the drivetrain.
    2
  6820. That's not what clickbait is. Even st 5% main you're taking about a million dollars a day.
    2
  6821. Those factories are farther north. Climate control in Texas is likely the reason.
    2
  6822. No doubt!
    2
  6823. That's the big question.
    2
  6824. Not all of them are panicking. I've heard from investors who have been in the stock for years who I know from the channel who just can't handle the madness of the politics anymore. Everyone has their preference, but when you go all the way to one extreme, you're going to turn some people off.
    2
  6825. Would be nice!
    2
  6826. You might have to.
    2
  6827. Wouldn't they be gathering data in shadow mode?
    2
  6828.  @mnotlyon  I think your expectations are pretty reasonable. If you think of just how much sheer energy goes into hauling a trailer at highway speeds over highway distances, well, you know what the issues are. I'm confident we'll see something from a serious volume producer by 2026, if battery supply can catch up with global demand. There are a LOT of factories being built across Europe and Asia, and proposals to build more in the US. Fingers crossed. In the mean time, as I see it, all the buyers with use cases that fit the product (and there an awful lot of them) fund the supply chain development for products that can eventually meet nearly every consumer.
    2
  6829. I met a ton of past and present Ford employees over the last week, and it's given me a lot of insight and understanding of the challenges they face. I have more confidence they're on the right track than I did a week ago.
    2
  6830. Exactly. Just got it back right before leaving and sent it over to the editor. Timely stuff had to go up first.
    2
  6831. Dave is such a valuable resource to the community. It was really great to get him on to share some of his insights with us.
    2
  6832. Absolutely!
    2
  6833. More to come!
    2
  6834. Battery day was amazing, but not unexpected. Cybertruck was unexpected.
    2
  6835. I don't think a bill with that language would be likely to pass.
    2
  6836. So you admit you don't know how it works but we're still supposed to listen? I don't expect everyone to spend the hours I do researching, but you don't get to pretend your lack of research is somehow more accurate.
    2
  6837. Nothing has been made public. There's also one in Berlin, but again, radio silence.
    2
  6838. I do. It's only when it spills over into the production and delivery numbers that politics comes to me. I discussed what would happen when policies were added and removed in other countries. Odd that it only feels like a bridge too far in the market where Tesla has the most factories.
    2
  6839. But the number of buyers and sellers remains equal.
    2
  6840. I think so, yes.
    2
  6841. Fingers crossed!
    2
  6842. It's crazy to see how concept cars just never come to production. Well, unless it's a Tesla reveal. They know what we want. They just can't mass produce it safely and profitably.
    2
  6843. What battery change are you expecting?
    2
  6844. Well said! I'm okay with $100k if that's the launch price for the most eager of early adopters, but that's not going to move millions. The Plaid made hay while the sun shined, and has since come back down to a more realistic price point. If the single motor ever makes it to production, it will be cheaper, and economies of scale will have kicked in. I hope that's still a possibility.
    2
  6845. Great idea, but that hasn't been established, and the partners who were planning on doing this have been seeing their emails bounced back this week.
    2
  6846. I suspect he'll die rich, but I know he'll die disgraced. That part is already locked in. He'd need one hell of a redemption arc, and he just doesn't have it in him.
    2
  6847. I hope so too!
    2
  6848. @Sal3600 It isn't though. The Bolt is about the cheapest car you can get, and never mind the incentives, even with the purchase price and total cost of ownership. It isn't about money, it's about something else. It's about a proud commitment to being a stick in the mud.
    2
  6849. I wasn't allowed to test it either, but I was so busy being excited I guess I forgot to get mad. 🤔
    2
  6850.  @excelrobot  this guy gets it. ;)
    2
  6851. Lots of things that happen every day have never happened to me personally. When I was stuck in a 9-5 job I'd see a car fire on my commute every few months. Seems to have gotten less common since the 90s, but it definitely happens, and it's vastly more common on those cars pumped full of 'splodey juice.
    2
  6852. I fear you may be right, and that saddens me, because I'd love to own a Tesla in the future, and the cheapest model that would fit my family is still about twice what my budget could handle, even accounting for the lifetime charge and maintenance savings. :(
    2
  6853. Because it supports the mission. Are we not about the mission anymore?
    2
  6854. Hey there!
    2
  6855. No u!
    2
  6856. Frustrating, but I get it.
    2
  6857. The sail storage only ever appeared in renders, and it always struck me as impractical. I suspect it would compromise the structural integrity. That may come on a much later version, but I can't see the added cost and complexity making financial sense
    2
  6858. If the haters think this video is on their side, they didn't watch it.
    2
  6859. Not quite. I've just watched literally every minute of every Tesla drone video from every channel since forever, many of them more than once, some of them while performing deep analysis, and I always read through 50 to all of the comments to understand what I'm seeing... it was an obsession long before I tried to make videos about it, so it lends an extra ounce of understanding I wouldn't wish on anyone. ;)
    2
  6860.  @andreavenaa  It's giving me a new sense of purpose and I just plain love it. Thank you for being here and finding value in what I make. It really does mean a lot to me.
    2
  6861. Definitely true.
    2
  6862. For what? (JK, it's what YouTube suggested as a reply... silly YouTube.)
    2
  6863. That is awesome!
    2
  6864. That sounds delicious.
    2
  6865. Mine controls speed. We are likely on different versions of 12.
    2
  6866. It's so smooth. You're going to love it.
    2
  6867. I've been asked why Ford's otherwise loyal customers are hesitant to buy their EVs, and I think part of it is that Ford spent 20 years convincing their customers that EVs would never work. They believed them.
    2
  6868. Look at Tesla's average sales compared to how many they made in the final days of the first $7,500 rebate in the US. They cleared out EVERYTHING. There were no demo cars, not a one in the showrooms, nothing. If it had a VIN, they sold it. People wanted them because the price was set to jump.
    2
  6869. I miss Jack. :(
    2
  6870.  @Jasedabass  I won't try to hide my disappointment. I believe our channels offer very different content, so I hope it wasn't due to any perceived competition.
    2
  6871. Yeah, but come on man, very few companies can hold a candle to Toyota in terms of sheer output. I'm hopeful for Lucid, but I don't know how clearly their investors understand the difficulty of becoming a mass production company.
    2
  6872. We covered that briefly on the first part, but not in enough depth to actually provide quality answers. It will be crash tested, and the design is as rugged as a lot of race cars, so I'm not "concerned" about, though like you, I am awfully curious.
    2
  6873. No credible rumors. Last I heard the cost to redo the rest of the electronics made it prohibitive, even at scale. BUT they "myth" of the vastly reduced miles of wiring were all but confirmed by Sandy Munro on the 4680 pack teardown. Rather than endless wires, it's a welded metal sheet connecting all the cells. That does 90% of the job right there, I believe.
    2
  6874. Reminds me of the old Toyotathons. Do they still do those?
    2
  6875. Sales appear to disagree.
    2
  6876. That would be cool!
    2
  6877. It's a bizarre take. I'm sure Toyota will do great over the short to medium term, but without a serious plan for electrification, their 10 year prospects start looking awfully dim.
    2
  6878.  @pavelviltres  You didn't watch until the end. ;) Even Giga New York is shown in the end.
    2
  6879. That surprised me, but then again, Tesla stock went up more in total today than Lucid's entire market cap.
    2
  6880. The most likely answer is that they increased 2170 production in Nevada to fill this need, but there's a second, more complicated possibility. There's a loophole in the law that says something to the effect of "if most of your batteries qualify, it qualifies." I'm not sure how it works, but they were able to do this for a big chunk of 2023. It could be that the materials within the battery are from approved countries, but I was never able to find good answers.
    2
  6881. Community Notes does a fair job of that.
    2
  6882. If it's as close to free money as it appears, sure, but something tells me the people with vastly more money would capitalize it in ways I couldn't.
    2
  6883. Much appreciated!
    2
  6884. While those suggestions may do great for society, they'll neve happen. We'll have thousands (maybe hundreds of thousands) of bots delivered before lawmakers around the world will even start discussing it, and the moneyed interests while make sure the good of society is barely a footnote.
    2
  6885. Hilarious idea. "Join me in Birmingham in November, Alabama on the 3rd and UK on the 9th!"
    2
  6886. We don't know that, and it's not impossible. We know they have their own accessory development team, but that likely has more to do with the new voltage architecture than the challenge of actual construction.
    2
  6887. Interesting! I haven't been in a few years, but I saw VERY few EVs in Monterrey this year.
    2
  6888. I expect a year to fully ramp.
    2
  6889. France is pretty unique in that regard. High base levels allow for easy export. Are they building new ones to replace the ones nearing end of life?
    2
  6890. I feel like they choreographed this very precisely.
    2
  6891. Literally no idea. :(
    2
  6892. What a fantastic use case!
    2
  6893. I'm honestly over the moon with how well my equations have held up since this launched. I got a lot of grief in the early months from people who weren't willing to look at the underlying math to understand my confidence. They're right that I'm not a contractor, but mistaken that I would need to be to create reasonable predictions. Baseball statisticians have never played pro-ball. I've never seen them criticized for it.
    2
  6894.  @pan_bev_nice5960  I appreciate hearing from people who enjoy it as much as I love making them. Rest assured, when ground breaks on the next one, I'll be here counting squares. ;)
    2
  6895. Those already exist.
    2
  6896. Gotta get really far off the beaten path to not find a charging station.
    2
  6897. "People think our cars are a bit on the unreliable side, and I know how to fix it." "Make better cars?" "No, we'll just make them think we're a bunch of weirdos on drugs."
    2
  6898. There was a brake module that failed. It was an issue with all semis using the Bendix system, so it impacted many different manufacturers.
    2
  6899. Very poor first impression.
    2
  6900. Much appreciated!
    2
  6901. Great color on that one.
    2
  6902. Thank you my friend, and I look forward to seeing you in June.
    2
  6903. Same with the Big 3, really.
    2
  6904. It would fit on the roof of the paint shop! https://www.youtube.com/watch?v=yRex-UUuIm0
    2
  6905. Literally no idea what you're on about, but do go off.
    2
  6906. If you're new to the channel, welcome! My predictions aren't always perfect, but I'm consistently right to the point a lot of people think I have inside sources.
    2
  6907. These things are solutions to problems that are not present. The problem they need to address here is cost and simplicity.
    2
  6908. Will be interesting to see if they can improve the costs, but that's the hard part.
    2
  6909. Of course!
    2
  6910. Glad you enjoyed it
    2
  6911. Scary!
    2
  6912. Costco rotisserie chicken, maybe, but a pound of beef? I dunno, man.
    2
  6913. You bet!
    2
  6914. Hills are also horrible for diesel economy. The key difference is that instead of braking down the other side, or using the engine to slow you down, you get to recover a lot of that power. There's a quarry in Switzerland that uses the world's largest EVs. They're 110 ton dump trucks, and they never need to be recharged because they go up the hill empty, load up, then generate power all the way down just by slowing them with the motors.
    2
  6915. Malls are eager to get tenants back in, and are often keen to give insane discounts to ones that can draw their own crowd, like fitness centers.
    2
  6916. @stanvassilev Tesla didn't say they can't scale it, but that scaling takes time. That's true of every car ever built. It took the F150 decades to reach scale, and the Lightning isn't faring much better despite a century of automotive manufacturing experience. Suggesting a ramp to a quarter million units in 18-months is slow is a tough sell, and rings a bit dishonest.
    2
  6917. There are plenty of people who prefer that climate, but it's far from universally appealing. It's the same problem Tesla has had in Reno. If you're not going to build a factory in a place that already has a ton of workers in sufficiently relevant fields, it needs to be somewhere that has a strong appeal for relocation. I'm similarly unconvinced by the location selections of Nikola and Lucid.
    2
  6918. I'm an hour north in Longview, but I'm in Portland pretty regularly. I try to catch all the Oregon Owners Club and Oregon Electric Vehicle Association meetings when I'm not on the road.
    2
  6919. Liquor and tobacco already have sin taxes. It's an accepted part of life. Virginia's move has nothing to do with incentives. It's shamelessly cynical vice signaling to the breathtakingly backwards people, many of whom won't even be alive by the time the mandate would take full effect.
    2
  6920. Come on, already! Very frustrating. Sorry to hear that.
    2
  6921. If you don't my know my cost basis, maybe you should watch a few more videos before painting yourself in that light.
    2
  6922. EVs have lower maintenance costs across all major brands. Tesla still has a ways to go in terms of speedy replacement parts, but I imagine that's something they're working on. As for fixing a car yourself, heck, I haven't owned anything I could competently work on since the 90s. All cars are basically motorized computers these days, it's just that some of them run on 'splodey juice while others run a bit quieter.
    2
  6923. There are people who think cancelling a project means their taxes will be reduced. It's naive and motivates them to cheer on foolish cruelty.
    2
  6924. That would actually make sense.
    2
  6925. I've done it a couple times, but I pause and really draw it the M in mmmmmoist.
    2
  6926. Still likely. More so without incentives.
    2
  6927. That's the plan!
    2
  6928. They say a lot of things. ;)
    2
  6929. Thanks!
    2
  6930. Closing because of ebikes? I don't understand.
    2
  6931. DOGE is strictly advisory, and outside the government at that. All those cuts will have to go through congress.
    2
  6932. I appreciate that!
    2
  6933. It's such a cynical take, but I bet you're right.
    2
  6934. I may be in Vegas later this month. I'll try to make my schedule known if there's anyone who wants to say hi or grab lunch.
    2
  6935. Love you too, Gary! You're here so much we're practically family.
    2
  6936. Fant-FOUR-stic... wait, also already a thing. :(
    2
  6937. Optimussies.
    2
  6938. I already talk about that all the time.
    2
  6939. They're empowered by congressional legislation, not congressional whim.
    2
  6940. That's why we must have part 4. Why we must have the ethics of it all built in. Left to Honda or Boston Dynamics, you're right, they'd just replace humans and create the widest class divide between the haves and the have-nots-of-food in history. That's why the ethics of a bot economy must be part of it.
    2
  6941. I was impressed by them.
    2
  6942. Thanks Will. You're going to love tomorrow's video about Tesla semi... Herbert and I may have cracked it.
    2
  6943. They said the same about the radical Ram redesign in 1994, but the sales bump was permanent. They never dropped to the pre-refresh levels after that. The real difference is everything under the skin. That's where it's going to simply crush.
    2
  6944. Hasn't reached the permitting phase yet.
    2
  6945. I don't think Farzad has any concerns over the present course, but he only talks with me about once a year when we happen to be at the same event, or are sharing the stage.
    2
  6946. I agree 100%, but I think we'll actually see that happening as there becomes more room available to do so.
    2
  6947. They won't and they haven't. EVs are not usually heavier than comparable vehicles, and if people are really that concerned, they'd stop buying giant SUVs. A Chevy Suburban weighs a thousand pounds more than a Model Y.
    2
  6948. Fun idea, though I imagine it will be many years before those are out of warranty.
    2
  6949. The closed off ground floor of the parking structure is my biggest clue. I figured that was for Cybercab storage, but it's since been made clear that those were mostly held in California. Makes no sense to keep that area top secret now, does it? Unless there's something else they're hiding. ;)
    2
  6950. @635574 I make a lot of videos, so I can't expect everyone to watch all of them, but I've definitely talked about this.
    2
  6951. Appreciate that! It helps that Chris makes himself available to talk about what's going on, and isn't afraid to answer questions. Viewers may not like all the answers, or even believe them, but he's among the very few company leaders who have accepted my invitation to talk.
    2
  6952. On my flight home, I sat next to a former diplomat who lived and worked in Monterrey. She said the water issue is a very real concern, but one they are kicking down the road a bit because immediate poverty is more important to address than longer-term water concerns, which they may be able to remediate, or entirely remedy before they become critical. That answer seemed reasonable to me.
    2
  6953. This is not necessarily a bad thing for Ford, as they're just waiting on the odd part here and there. It's a normal course of business. The point I was hoping to make wasn't that Ford is actually in trouble, but to highlight the absurdity of claims made by others when they point to unsold Tesla models as "proof" that the situation is dire. I've done an awful lot of digging on the situation with similar lots in China and have only found one small company who appears to have been engaged in fraud, and a carsharing service that went broke. Neither situation reflects directly on BYD, Geely, or any of the other major manufacturers. That's not to say there may not be issues, but that the videos I've seen do not lead to that conclusion. Sensational videos are easy to make and get millions of views, while an honest, nuanced approach takes time and gets virtually no traction.
    2
  6954. What I read is that they're cutting quotas, rather than production. Apparently they were already producing below the quota, so it may not result in lower production. The market doesn't care about that though, they care about the headline. Gas prices have been climbing steadily in my neck of the woods. And yes, this definitely helps EV adoption. :)
    2
  6955. You're not alone on this one, I definitely hear ya on wanting a steering wheel.
    2
  6956. Thank you so much! When my channel was small, I REALLY struggled to get anyone to collaborate and cooperate, no matter how deep and accurate my information was. There was even a big channel that would use a clip from time to time, and absolutely BURY the credit in ways that no one would know where it came from. Very frustrating. Everybody knows something that's new to you and me. I'd have to be crazy to not want to share that information. There are very few people I've met who couldn't teach me something. That's what I want, so that's how I run the channel. If I wouldn't want to watch it, I can't expect anyone else to.
    2
  6957. It does have that, yes. When I disable it, I'm a bit... Shrek.
    2
  6958. @cmnhl1329 Broken record since forever, my guy. You were all wrong in the 2010s, and the company's only gotten stronger. Get better material.
    2
  6959. Remember all those companies that joined the Hydrogen Consortium? How did that work out?
    2
  6960. I hope so. They certainly can, but it will be a tough road.
    2
  6961. Radar introduces false positives.
    2
  6962. I don't think anyone has any idea what on earth you're talking about. Maybe don't share that stuff with the rest of the class.
    2
  6963. There was construction equipment outside his place. He turned on background noise reduction for part 2, which will be coming soon.
    2
  6964. Pretty standard. A contractor in a Miata would raise a lot of eyebrows.
    2
  6965. I've only seen it in pre-release demos. Theresa from the Washington Owners Club tried to demonstrate it while parked last Saturday, and was unable to get them to turn. Caresoft was also trying to get them to turn while on the lift and found they wouldn't budge unless the wheels were turning. I suspect it would be too easy to damage components if you were parked against a curb and cranked the wheel all the way to one side.
    2
  6966. Great point!
    2
  6967. Has a similar thing had happen. Turned out my ass wasn't even under warranty.
    2
  6968. Good catch! That car was ahead of its time.
    2
  6969. Me too!! I first interviewed him back in February (or thereabouts) at the Arcimoto "Ramp It Up" event, and met him again in San Diego for Fully Charged. This was a fortuitous meeting, and I'm glad it worked out.
    2
  6970. The boosting on X and the ocean of financial support tipped it. He wouldn't have gone in so heavy.
    2
  6971. I'm just going with the official nomenclature.
    2
  6972. If it's going to use 4680s, that could become a bottleneck.
    2
  6973. That message wasn't for you.
    2
  6974. Yes they do. It stays with the vehicle for life. The constant ask is that it would stay with the person rather than the car.
    2
  6975. They could easily be hiding in plain sight.
    2
  6976. You've had three weeks.
    2
  6977. "Completion" is a bit ambiguous because there are a number of ways to count it. They've already begun hiring for the factory, even though it isn't complete, and I've read that they expect to start trial productions as early as March with deliveries in the first half of 2021. Really though, once the exterior shell is complete (all exterior walls, finished roofs, etc,) there's no reason they couldn't keep the crews they already have and just move them over to working on a second phase. We could see footer work beginning as early as a few weeks, or as late as never.
    2
  6978. Foxconn factories have schools for the children. I don't see why this would be different.
    2
  6979. I'll have to look into that.
    2
  6980. Nope.
    2
  6981. That's a solid point. Without the problems of the past 2 years, Tesla would still surely be on an upward trajectory, likely even ahead of where they are now on deliveries, though possibly with slightly lower margins. What this has exposed is the degree to which they've matured their logistics. When everyone else was coasting, they were pushing and refining. When it all came crashing down those decisions proved they could continue growing and increasing market share while everyone else faltered.
    2
  6982. @Teo I've seen a handful over the past sixish months. Always with the camo wrap. Google "Luci camo wrap" and you'll see some.
    2
  6983. This company seems to think so.
    2
  6984. That has been accounted for. It's explained in the video.
    2
  6985. At what percentage of their deployment, and at what margin? That's where your mom's rubber meets the road.
    2
  6986. Except that Juniper sales just started.
    2
  6987. When they held their press event, almost none of the EV channels were invited. That's sketchy. There's a LOT that's still sketchy about them. They may have enough money to weather the storm, but I wouldn't invest in a company where the CEO says it's going to 10x, but just cashed in $75 million in stock. If he's out, I'm out.
    2
  6988. Not sure they could strip $1k in the COGS on the motor, and LFP savings can't be realized until their in-house LFP production ramps in Nevada. Tough to say when that will happen.
    2
  6989. They only made the offer public for a few days (about 3 weeks ago) and I had to pay for it with referral credits. ONE referral was all it took though, and you get to bring 3 people with you.
    2
  6990. Not really because they were using them in the Model Y, and it looks like they would have preferred to make ALL Model Ys with 4680s. They only took it off the menu a month or two before the CT delivery event. If they could have ramped them faster, it would have meant fewer LG cells being bought from Korea.
    2
  6991. The rant was the opposite of engineering, and offered no explanation. That's not what I go to him for. Too many influencers already. Analysis is where he's strong, and this wasn't it.
    2
  6992. As Ted said, the concrete needs time to cure. Typically it's 30 days, though more expensive mixes can achieve the minimum rating more quickly. Bottom line, not really, and the pace is still ridiculous.
    2
  6993. Wow. Did you reserve all three variants?
    2
  6994.  @rolandmills-personalfinanc8309  Hell to the yes my friend! I'll check them out.
    2
  6995. Wrong channel. Stick to facts and you'll do great here.
    2
  6996. I'm glad you found it helpful.
    2
  6997. They took the challenge seriously.
    2
  6998. Good catch!
    2
  6999. It would absolutely be information overload for most viewers, which is why I only plan to make one public once a week at most.
    2
  7000. Wall Street cares. People who are losing or have lost the ability to drive care. I care. You have to think beyond your own experience to understand how the world is moving.
    2
  7001. I've met people who love it, but it isn't for everyone.
    2
  7002. For now. Considering how few of their vehicles were out of warranty before this year, it's not surprising the secondary parts market hasn't had sufficiently strong demand to move into that space.
    2
  7003. In Texas, if you're lucky. Most of them are still in the ground. :(
    2
  7004. We've got plenty of room to grow, but the idea that it will be worth more than the next 99 biggest companies combined is not a sound thesis.
    2
  7005. I saw a number of AirBNB hosts who were counting on regular rental income get in quite a pickle when the shutdown hit. This would be an awful lot like that.
    2
  7006. I think crypto is counter to the mission, but complete homes would be a wild challenge, and one they'd be uniquely poised to tackle, no matter how impossible it may seem.
    2
  7007. If you are, you're very advanced. Either way it's a compliment.
    2
  7008. Stellantis had massive layoffs and the news evaporated within 48-hours. If it doesn't have Elon or Tesla in the headline, it doesn't attract the clicks.
    2
  7009. My number had been out on X for a week. I refused to change my numbers based on the new information. I showed what I would have changed it to, and that would have been more wrong. My methodology didn't break down on this one.
    2
  7010. The free PR Tesla enjoyed for years has been torched to a significant degree. Those among that army of volunteer advocates have their own breaking points. For some it meant their channel went out of business, which I've seen too much of. For others it means they're not interested in taking their friends and family out on test drives anymore. There are still advocates, but the newfound friends he's made among the conservative right have been historically anti-EV, and recent polling hasn't shown a significant shift on that issue. There's only so much they can do to help the brand if they don't own one and don't even plan to.
    2
  7011. Your road trip is becoming more and more common. I've done a few runs down the west coast, and through Texas, and it was absolutely painless.
    2
  7012. It started a lot longer than 3 yrs ago.
    2
  7013. My pleasure!
    2
  7014. You should actually watch the video before saying things that are already addressed.
    2
  7015. It's a truck. If you hit someone, the same thing will happen as with any truck.
    2
  7016. I'm not sleeping well lately. Hope that normalizes soon.
    2
  7017. Why not?
    2
  7018. That is awesome!
    2
  7019. Thanks! Will do!
    2
  7020.  @matthewrideout2677  Yeah, YouTube is pretty brutal about not showing new channels to people, so unless you get very lucky, the first few months are going to be a real slog. Most give up before they get big enough to tread water. Looks like it's finally showing up to the sorts of people likely to find it valuable, so that's rewarding.
    2
  7021. They already own at least one. If it meets their needs in trials I can see them becoming a bigger customer.
    2
  7022. It's called "fee simple" and it's understood to mean ownership, more or less. Even if you pay your taxes it can be seized for a number of other reasons, but in China, all property possession comes with a pre-determined expiration date.
    2
  7023. Hope you enjoyed the video!
    2
  7024. Google says Amazon Warehouses top out around 4M square feet, so this is about twice the size in terms of square footage. Amazon may be larger on the footprint, if they don't have much in terms of second or higher floors though.
    2
  7025. Thanks! 😄
    2
  7026. Probably wouldn't know if that's a thing.
    2
  7027. Exciting stuff, right?
    2
  7028. When spreading FUD, you have to keep it believable. You went too far. This channel isn't for casuals. My viewers see through that nonsense. Try it with a diferent brand and you'll have better luck.
    2
  7029. Works for me.
    2
  7030. THAT's your takeaway? I not only researched it, I talked with Sandy Munro in advance, and watched two of his previous interviews.
    2
  7031.  @aussieideasman8498  Literally everywhere. All up and down the comments. I can't imagine the root of your anger, but I can say with certainty it's blinding you.
    2
  7032. Agree entirely, but I'd be very surprised to see that in the next however many weeks.
    2
  7033.  @jeremiahlim2925  You joke, but there are people with brand new heads who spout off insanity like this without a shred of irony. It's unfortunate because the millionaires who have been made from these whole cloth fabrications were billionaires before they shorted Tesla.
    2
  7034. The parts orders suggest it will be a lot sooner than that.
    2
  7035. His 4.5 million shares outweigh mine a tad, but no, I agree with you. The four of us made the Cybertruck!
    2
  7036. They still gotta make the cars.
    2
  7037. YouTube "success" apparently goes in levels. I hit some level where things picked up in December, and I've hit higher levels since then. Now I'm getting more visibility on bad days than I used to on good days and the only thing that's really changed is who YouTube is putting me in front of. I consider myself quite fortunate.
    2
  7038. It was announced a year ago, so it could well be entering production now. CATL doesn't blow smoke.
    2
  7039. It's still on the horizon. I imagine they don't want to install the rest of it until they're 100% done cutting holes for new operations inside because it introduces new logistical challenges.
    2
  7040. I see no reason it can't be completed in a way that's substantially similar to the latest prototype. The design, materials, and tech overall don't require any magical breakthroughs to happen. The only roadblock I see (and it's gigantic) is how difficult it is for a startup to scale production. We have seen it with every company. It really is a monumental task.
    2
  7041. Well said! There are Lucid cultists who think I can't possibly share honest Lucid news because I'm too biased, like I'm required to hate all other EVs. Pretty obvious to anyone watching more than a handful of videos that isn't the case, but they don't know that because they only follow one company.
    2
  7042. Yeah, he was a real character. Though a number of the things he said checked out. Just not the big ones.
    2
  7043. I have no information on the wiper. I'll see if I can dig, but that may prove tricky.
    2
  7044. Not everything is made in-house, and the ability to scale remains even if you're making your own parts. You could be limited by the ability to get raw materials, or the equipment to make the parts themselves.
    2
  7045. I am long Tesla. All my investments are listed on my ABOUT page. If a channel doesn't disclose their positions, you should be very wary of them.
    2
  7046. He's always welcome. He just isn't always available.
    2
  7047. Many retail investors are going to get burned by this. I worry for them. :(
    2
  7048. Nice. Thanks!
    2
  7049.  @millenium02002  you are certifiably insane. Seek help.
    2
  7050. Sounds like a joke.
    2
  7051. For now, yes. Soon though? Might not matter.
    2
  7052. If it's under 80%, they charge a flat $35 fee.
    2
  7053. Great insights, thanks! And what's the sales volume in those counties? Certainly enough to justify building cars, I'd say.
    2
  7054. Why?
    2
  7055. I'll have to check that out.
    2
  7056. Tad bit of ouch, but I bought FUV and ARKK at far higher rates, so I feel at least some of your pain.
    2
  7057. Howdy there. Hope things are going well for you. Email me if you want to chat.
    2
  7058. Knowing how we name things, I'm leaning towards a double-partial.
    2
  7059. I feel the same way. I look a lot better as a talking head than a waddling body.
    2
  7060. Not sure where you're getting the 30% figure for Europe. Tesla still has the two best selling models.
    2
  7061. What about The Hot Ones?
    2
  7062. We don't have to wait. The A-pillar is inadequate to support a rollover, probably even if there was a B-pillar, and definitely not with a pass-through as well. The physics is immutable. We've seen cars like this at every show in the world for longer than I've been alive, and those are elements that always change.
    2
  7063. Appreciate the perspective. Thanks!
    2
  7064. Huge news if true.
    2
  7065. There's a part 2 coming Friday.
    2
  7066. Be nice, be quiet, or be gone. There are real people on the other end of your keyboard. You can offer corrections without being rude.
    2
  7067. Pretty sure I said, but it's 11.4.4 on HW4.
    2
  7068. The finished battery is being made in the NW corner of the main factory building. Joe Tegtmeyer is of the belief that they'll be refining lithium in this building, but I haven't seen anything that would confirm this. My understanding is that it's just the cathode, but we're all just trying to fit together the limited pieces we can see.
    2
  7069. Hi Michael. You've misunderstood the dates entirely. The semi was NEVER promised for 2017 (that would have been a month after it was unveiled,) and the Cybertruck similarly wasn't promised for 2019 (also the month after it's unveiling.) Dates have slipped. Much of that has been pandemic related, though not all of it.
    2
  7070. You speak only for yourself. Someone should have explained that to you when you were younger.
    2
  7071. Test lines generally don't make saleable cars. they'll need a proper factory for that.
    2
  7072. Thanks for the sub!
    2
  7073. Would you believe I made a video like that maybe 6 or 7 years ago on my old podcast channel in my pre-Tesla days?
    2
  7074. @Shadow Mancer It took them no time at all to spin it as a negative. They called it a tax dodge because the $6B he gave may have reduced his tax liability by $2B, while ignoring that he's still out the full $6B. On social media the anti-work clowns are saying it's going to be his personal slush fund, ignoring the fact that that would be illegal and obvious.
    2
  7075. You should find someone to take you out for a spin. I don't even think twice about using it.
    2
  7076. I probably should have done that first, but I figure it's more fun this way.
    2
  7077. No one spends 1.5hrs a day charging a Tesla. That shows a breathtaking level of dishonesty.
    2
  7078. Good stuff!
    2
  7079. You bet!
    2
  7080. I know it may not be a popular opinion, but I'm of the opinion it may just be too early to know what the best (and maybe only?) approaches will be. If a company isn't prepared to pivot, they may never get there at all. We've seen Tesla do a major pivot a few times on FSD, so I'm hopeful they're able to recognize when they're on the wrong path.
    2
  7081. Because I had to flip the picture to make it match. That's the drivers side, just reversed.
    2
  7082.  @rathje04  People complain on every video regardless of the channel. There are people who complain about a John Williams score. If he can't get a perfect rating, I'm not too worried.
    2
  7083. Too far on the horizon. They'll be big in the long term, like level-5 FSD, but those are all on the horizon a bit.
    2
  7084. Tough to say. You can insure anything, even a rock star's hair, though as you pointed out, the policy price may be prohibitive. If these are rolling out in big numbers and a particular state doesn't yet offer insurance, there would be a strong motivation for carriers to get policies written.
    2
  7085. Not so much free like cruise control, but included in the price like airbags.
    2
  7086. If you can't invest 90-seconds in a joke after 16 hours of analytical content, this probably isn't the right channel for you.
    2
  7087. Thank you. I appreciate that.
    2
  7088. I tried to warn the date could slip. Events announced that far out have a habit of being aspirational.
    2
  7089. They do though. At least as seriously as any other company, but far more than many.
    2
  7090. Agree. The minivans I've always had (Chevy & Nissan) had ample luggage room behind the 3rd row. This clearly does not.
    2
  7091. This is true, and even more so in places where you can stack more than one incentive. I wanted to be charitable to his argument. Non-Tesla EVs are not always cost-competitive with their internal combustion equivalents.
    2
  7092. That would be nice!
    2
  7093. Volvo has always been relentless about safety.
    2
  7094. The theory I've heard is that since the Piedmont deal fell through, they put it on hold, since each type of lithium requires a very different process to refine it. It could be that they have to secure the supply first, then design and build the facility.
    2
  7095. Ooo, an even better question!
    2
  7096. How much time y'all got?
    2
  7097. Bro, do you want to participate here or not? I give you kudos when you're right, and corrections when you're mistaken, but if you're just here to troll, please don't.
    2
  7098. Most I've seen do not.
    2
  7099. Are you my internal monologue? Even in the house my kids think I censor myself as if I fear YouTube will demonetize me, but that's just how I roll. While I'm happy to say "Fudge 'em all the way to the Wonka factory," I appreciate you stepping up and saying what I didn't. Also thank you for the Patreon upgrade Mark, that means a lot to me.
    2
  7100. Me too! I was just sure this was going to kick off months ago.
    2
  7101. Not sure. CA increased tariffs last year, but if the US tariff situation doesn't sort itself out, those may see a reduction.
    2
  7102. Absolutely. Robot caregivers will exist, but the humans will still be preferred when possible. Physical therapists & massage practitioners too, I imagine. I can see a lot of professions surviving in future generations because of our nature.
    2
  7103. He wants engagement and this saga has provided it in spades. Can't see this harming his channel.
    2
  7104. And yet people on social media dedicate their entire lives to hating him. It's such a profoundly unhealthy way to go through life. Then again, these are the same people who criticized Mr. Beast for giving eyesight to 1,000 people because they think he should have somehow done more.
    2
  7105. A couple places. Tesla famously launches at prices higher than what's announced, and adding even just inflation to that, you're looking at a pretty significant jump. The competition is selling EV trucks in the $70-100 range all day, so while it may not be insanely priced against the market, it may still be a lot more than buyers were hoping.
    2
  7106. Apparently someone already has!
    2
  7107. It hasn't been commercialized and isn't structural.
    2
  7108. Kokomo is proof that this isn't about pay, but power. There are even union members who can't ser through it. I guess those people deserve this, but it still makes me sad for them.
    2
  7109. A very good guess! This was shot in Brownsville the morning we went to Starbase. Was it the plants or the animals that gave it away?
    2
  7110. They don't seem to understand this transition is already well underway, and inevitable.
    2
  7111. Glad you liked it! These don't perform as well, but I enjoy making them.
    2
  7112. Exactly. I have a script in the works about this.
    2
  7113. Very true.
    2
  7114. Well put!
    2
  7115. Lost a handful of subscribers on this video, but as I see it, the most important thing is absolute honesty, even when it isn't perfect.
    2
  7116. Very odd. I know a lot of owners who have put insane mileage on their cars, and none of them have had their suspension replaced.
    2
  7117. Glad you enjoyed it
    2
  7118. It was recorded by a spectator. If we do this again in the future, we'll capture the audio properly.
    2
  7119. Stwike him!
    2
  7120. Our pleasure!
    2
  7121. You gotta work on yourself my friend. Life is too short to be living it this way.
    2
  7122. Makes it look super official.
    2
  7123. The YouTube algo permits no rest. It is brutal.
    2
  7124. I knew it was familiar, but I couldn't place it. Haven't seen that movie in a while.
    2
  7125. I'm confident they're launching the semi with 2170s until the supply of 4680s hits full speed. They're very good batteries, just not quite as cost effective as the 4680s look to be.
    2
  7126. No free charging though.
    2
  7127. Sure thing!
    2
  7128. That was the theory I had heard, and it would make for some fantastic free advertising for passengers flying in and out of Austin-Bergrstrom, but I can't yet see the array taking that shape. We'll likely know in the next week or two.
    2
  7129. These are his opinions and speculation, and he's legally entitled to them. We're also entitled to mock him for his incredibly terrible assessment.
    2
  7130.  @cliff4377  For sure, but defamation requires a few elements that can be difficult to establish. This article doesn't appear to reach that level. It just reads just snarky opinion, and it's extremely unlikely to cause material harm. Now if the project was canceled and the organization responsible cited the article as the reason for it, there could be a case. The opinion is not going to impact the project moving forward. It will just be proven wrong.
    2
  7131. Well said!
    2
  7132. Multi-story parking is really expensive. A quick Google search suggests $20-30k per parking spot. Berlin will likely rely on public transportation, and Shanghai does as well (plus a private bus service for many employees,) so they aren't great examples. But Fremont is all commuters, and they don't have any multi-story garages, so my guess is that they'll use the land and provide shuttles (which they already do,) rather than deal with the hassle and expense. Garages also provide shade, which I think would be valuable, but it's easy for me to tell strangers how they should be doing things. ;)
    2
  7133. You are so welcome!
    2
  7134. Sure, but Nevada had more of a production target than a footprint target, and they've exceeded their original production capacity due to tech improvements. If Nevada ever gets to full size, my goodness they'll be cranking out some serious batteries.
    2
  7135. The rating was from before they discontinued the bolt. They will definitely get a rerating at some point.
    2
  7136. The boring tunnel has Model X with a rack for their mobility device. I imagine that would still be what's offered initially, until something like the Robovan is ready to replace some bus routes.
    2
  7137. I've been targeted by spammers & scammers. They subscribe with dozens of accounts a day and post nearly identical spam messages, which I filter, block, and report. When those accounts are purged, they tend to overdo it and remove some real accounts along with it.
    2
  7138. Are we to think facts matter to these people? ;)
    2
  7139. Huh. I guess that's s good thing? Glad you liked it!
    2
  7140. What year is it where you live? I haven't seen a $3k car that wasn't half dead in ages.
    2
  7141. Miss you, buddy.
    2
  7142. Thank you kindly!
    2
  7143. While I agree that a 2-seater would be awesome, they don't sell well. If the same energy can be dedicated to making something with very wide appeal, that's where they'll start.
    2
  7144. I've talked with him about it quite a bit off-camera, but he's not yet able to share the most exciting and juicy information. Some of it is trade secret, and others (like he hinted at here) have more to do with letting Aptera determine the best timeline for publication. I'm sure I'll see Sandy again, and I'll keep Aptera in mind when I do. It's likely I'll see him in June, but I'm not sure about anything sooner than that.
    2
  7145. Not trying to maximize range so much as test it for my specific use case. We were also generally traveling 5-9mph (8-14.5 km/hr) over the speed limit with the flow of traffic.
    2
  7146. He's a very sharp guy. We have 2 more interviews coming in the next couple weeks.
    2
  7147. Edison was definitely a talented engineer. That was how he got his start. But you're right that his most amazing work was done as the head of a brilliant team made up of people far smarter than him. It would be silly to argue that Elon himself designed the propulsion or guidance systems that made rocket landings possible, but this is a challenge being tackled by a number of well funded teams around the world, without much in the way of practical applications so far. We know from Elon's early work with the startups he built and sold that he is indeed quite clever. To put him a rung below Edison in terms of his engineering skill does strike me as a bit odd.
    2
  7148. You are so welcome!
    2
  7149. 0-60 of 8.3 seconds for the Rav 4 Limited, versus 4.4 seconds on the Long Range Model Y. Apart from each being popular, they couldn't be much more different.
    2
  7150. We shall see.
    2
  7151. @sandmehlig The Model Y isn't appreciably heavier than a BMW X3/5. Some EVs are drastically heavier than their ICE counterparts, but Tesla's 3/Ys really aren't.
    2
  7152. I suspect that would compromise structural integrity and/or add a heap of cost for limited benefit. Looks like it was only on the renders.
    2
  7153. That's right, but for some buyers, it's the tipping point. I have to have a 3rd row, and even a small one is sufficient for me.
    2
  7154. Forthwith.
    2
  7155. Imagine being you. Sheesh.
    2
  7156. 24mpg combined EPA rating when new. It's likely below that now. A low-end driver is doing 10,000 miles a year, so you're paying $1,666/yr in gas at $4/gallon average. Average US power rate is 16.1-cents/kWh, so a much bigger, safer, nicer Model 3 would run you $402/year. Your fueling cost is $1,267 more a year, or $12,670 over ten years. That doesn't sound cheap to me, to say nothing of the difference in safety and overall experience.
    2
  7157. There's a Tesla Takeover hosted by the Tesla Owners of Michigan. It's a pretty fantastic event. This will be my 3rd year there. https://teslamichigan.org/
    2
  7158. Tough to say. I know that was the plan on Autonomy Day, but it just seems like a pretty massive headache to stop selling to consumers when they've got what looks like endless demand, especially as they expand into ever-larger market segments.
    2
  7159. I think the Model 3/Y is a better size for taxis.
    2
  7160.  @LinasVepstas  Production is about to start, that is correct. But the whole factory won't be done until later.
    2
  7161. Really? A lot of comments are calling it pro-China propaganda. Maybe, just maybe, you're on the fringe of the fringe and it's possible that those who don't share your extreme views could very well be the honest folks in the middle.
    2
  7162. I feel the most satisfied with my work when I find unique ways to connect the dots. A lot of channels (very good ones, which I enjoy,) just read the news. I do it sometimes myself because it's easy. It doesn't feel as rewarding as mini dissertations like these. My son just graduated and had to complete a senior presentation. It was a mini research project with a performance of sorts. Some students made videos, others did PowerPoint presentations, and all of them had companion papers with citations and a bit more detail. You know the sort of thing. I did one of those in high school too. No powerpoint or video back then, and research was incredibly time consuming prior to Google, but the lessons learned were not forgotten.
    2
  7163. Yes, but that hasn't always been the case. While the overall trend has been up over time, there have been plenty of quarters without record breaking numbers. But you're right, I believe we'll keep seeing records quarter after quarter for a while since Shanghai is still ramping up, and two new factories should be entering production in the next couple quarters.
    2
  7164. There will be a number of engineering challenges on Mars. I hope we all get to see how they are addressed.
    2
  7165. I believe that's true in Germany, but I haven't heard of similar restrictions in the US.
    2
  7166. It's based on the YouTube sort, so most thumbs up.
    2
  7167. Any time!
    2
  7168. LFP doesn't come with 7 seats.
    2
  7169. We just don't know.
    2
  7170. I don't have any contacts there.
    2
  7171. I've seen the way shipping companies cut corners, and I'm not sure that would be ideal.
    2
  7172. The when is unknown (and unknowable,) but in light of the financial opportunity it presents, it's not as critical. Nobody else is looking to produce humanoid bots on a massive scale, and the addressable market is in the billions of units.
    2
  7173. It wouldn't sound worse.
    2
  7174. I press until I get answers, and Chris gave them!
    2
  7175. @Steve Martin - This is my thinking as well. Ford's MachE seems pretty great for a first effort, but unlike VW, there isn't a clear path to their 2nd, 3rd, and 5th vehicle. VW's already got their 2nd model out and show no signs of slowing down.
    2
  7176. There no liquid cooling in it, so you can charge at a lot of places like that, just not at level 3.
    2
  7177. Shut yer mouth Jack, you know I love you brother!
    2
  7178. There are many states where doing a hard stop will result in a rear end collision, because people don't drive that way. Traffic laws are aspirational, and while you can get a ticket for traveling 1mph over the limit, it never happens. That's trying to apply a binary a binary solution to an analog problem. The goal is safer driving, and to achieve that, it needs to behave in a predictable way.
    2
  7179. Come on guys, it's got PRO right in the name!
    2
  7180. Do people really want more complicated systems of rebates and incentives, just so that it doesn't LOOK like the prices are always in flux? I don't. I'm fine with real pricing.
    2
  7181. Pure speculation, but they may reach a point where they have no choice. If Electrify America, Chargepoint, or any of the other big charging companies add NACS, then the war of standards will likely be over. I don't see them making the change this year (or next) because it takes so much time for the legacy companies to make these changes.
    2
  7182. See if this works: https://jsfiddle.net/myteslaweekend/4qzesw9u/10/
    2
  7183. Great suggestion, I think I'll do it that way as well next month. Do a "just from first vertical column" sort of thing as well to add additional perspective. Much appreciated.
    2
  7184. Name and shame. We got the cameras.
    2
  7185. How else am I meant to drag my crew?
    2
  7186. They aren't expected to supervise, but to be on call for an emergency.
    2
  7187. Those kinds of accidents are extremely rare. T-bone accidents are vastly more common.
    2
  7188. He didn't, so I guess the loss of respect is mutual. Identifying non-recurring expenses that have already been paid doesn't reduce spending by a single cent. Firing people without knowing if they're in the top or bottom 5% of performers in their agency is pants-on-head stupid. Canning the DOE nuclear staff only to have to scramble to get them back is the dumbest, most predictably wrong decision he could have made. None of those are savings. You have to read past the headlines and start asking why those things existed in the first place before you can know which things deserve to be cut.
    2
  7189. Elevators require a loft above them and a dungeon beneath them. Neither are present. I could be wrong, but I see nothing that indicates this is the entry. The simpler answer is that it's just a design change. Nothing wrong with that.
    2
  7190. I don't. Their objective will be to maximize revenue, and I think this would be more beneficial to owners than the company. It would also incentivize users to not turn it on, even though it's safer.
    2
  7191. More to come!
    2
  7192. All true.
    2
  7193. A stock split doesn't raise capital though.
    2
  7194. Glad it was helpful!
    2
  7195. I mean, kinda.
    2
  7196. This has been on my professional bucket list since day one. Amazed I finally got to ask these questions.
    2
  7197. Compare a pre & post refresh Model 3. It's a different car. Handles better, rides smoother and quieter, better sound system, better entertainment, refined across the board, AND it's cheaper to build. That's the best of all worlds.
    2
  7198. To who? To what?
    2
  7199. Not sure where this talking point came from, but it's detached from reality.
    2
  7200. Appreciate you, LillyMay!
    2
  7201. Go build it then. The world isn't waiting, there isn't time or money to go big on nuclear. What we do have is space. Parking lots, rooftops, the desert, the sea, empty sky, even the exclusion zone around nuclear plants are used. No one is tearing down a museum to build renewable power.
    2
  7202. Glad you enjoyed it! We have a lot of fun with these. I would have loved to be invited to participate in the after-party show, but the Austin Owners Club isn't interested.
    2
  7203. Oh dear! I'll let Aaron know to check out the comments on this video.
    2
  7204. One down day after an 11 day run and you think I'm gonna flinch? I didn't panic in the low 100s.
    2
  7205. That's the big difference!
    2
  7206. And yet the stonk remains far from zero. Makes no sense. That's why I invest on fundamentals, not short-term market whatevers. On those you'll be lucky to hit with a 50/50 ratio, since there's always someone smarter than us pulling the strings. Who is pulling THIS guy's strings?
    2
  7207. Not at all. It's been reported that Elon visited the site with the governor before making a decision. The ones unclear were those of us who hadn't been here, which so far, is everyone on YouTube apart from me and Adrean.
    2
  7208. You can hypothesize the results, but you can't confirm it without testing.
    2
  7209. I grew up in Edmonds. 🤔
    2
  7210. No there can't. No flow of cash is unlimited. They aren't even buying the 100k we expected. That light at the end of the tunnel sure looks like an oncoming train.
    2
  7211. Fremont is a monster. It was the biggest factory in the US until Giga Texas came along.
    2
  7212. I've been sick this week, so it's all I could do to get them finished. Not up to my usual standard, but if I didn't get it done and out before I crash, I don't know when it might be done. :(
    2
  7213. I got about 4 hours.
    2
  7214. Their shareholders may disagree.
    2
  7215. Nice.
    2
  7216. The US was the country I was hinting at.
    2
  7217. Glad you enjoyed it!
    2
  7218. I've been a pretty loyal viewer of his for ages. He's often right, but he's always insightful.
    2
  7219. Couldn't agree more!
    2
  7220. I make errors sometimes. When I catch them at the last minute, I still try to correct them. :)
    2
  7221. What a disservice that would be to my audience. Keep quiet to help shareholders at the expense of the customers? No sir. Not going to do that. I have a fair number of shares myself, but I don't let that cloud my judgement.
    2
  7222. Thanks so much!
    2
  7223. Thank you for that. Learning every day. I'll work on it.
    2
  7224. Hmm, that’s interesting.
    2
  7225. Optimus is very compact and lightweight compared to a car. Unlike cars, which only ship a handful per truck, you could ship these by the dozens at least. The first factory will be close to their engineering base, with duplicate factories elsewhere as needed. The advantage of Mexico is largely the reduced labor cost. If the bots can build themselves, the local labor cost won't matter.
    2
  7226. I'm here for the tech, and I never imagined when I started that this would be as big of a deal as it is. It's really unfortunate.
    2
  7227. Really?
    2
  7228. It isn't popular.
    2
  7229. It's an exciting rig.
    2
  7230. We do not believe it does, no. This new structure is for stamping, not casting.
    2
  7231. I hope not. The course was far from challenging.
    2
  7232. Quite possible, though it could just be for stamped inners like the Cybertruck.
    2
  7233. Rarely, but yes. He's agreed to come on and do a show in a few months.
    2
  7234. It's an epidemic.
    2
  7235. I hope not. I hope their tech is strong enough to move them forward, but I'm definitely not convinced.
    2
  7236. That's a hilariously accurate description.
    2
  7237. Tesla is awfully unique in that regard. Their versions at unveiling are not radically different from what they ultimately produce. I got a good look at them at the Petersen Museum. They're really close.
    2
  7238. They've picked their focus. They can't do everything. They've missed out on compact and minivan sales as well.
    2
  7239. That makes more sense, thank you.
    2
  7240. I'll let others give their feedback. I don't have any expertise in that arena.
    2
  7241. You're welcome!
    2
  7242. I share your opinion, but I do so out of ignorance. I can't see the answer from where I stand, but I'm confident their engineers understand the issue.
    2
  7243. That would certainly make a statement.
    2
  7244. Time just goes by faster and faster. :/
    2
  7245. Sunny day? Rainy day? Doesn't matter, everyone wants to be parked under a canopy whenever possible. There was a mention early in the site's development that there would be additional solar that wasn't on the building, but we don't know if that will be at ground level, as canopies, or if it's even still planned at all.
    2
  7246. Maybe.
    2
  7247. I was running on very little sleep. Just couldn't seem to keep my eyes closed the night before for some strange reason.
    2
  7248. If 25% is enough, he can sell down to 25% at SpaceX and buy Tesla shares. It's about money.
    2
  7249. I don't understand it. It doesn't seem like something that would benefit anyone. I get they need to scrub bots periodically, but the viewers I'm hearing from (even in these comments) are clearly real people.
    2
  7250. As long as they hate the same people, they get along.
    2
  7251. Sounds like you should look up what those words mean.
    2
  7252. I'm about policy over politics. Policy can be measured.
    2
  7253. There's a headspace limit you reach when building out factories. We know they can manage two, but we don't know the effective maximum. Berlin is likely to break ground on Phase 2 in coming months, which absolutely counts as one of the factories, plus Mexico. I expect an announcement for a whole new location/market by the end of the year. That would be 3 factories, though one could be argued as an expansion of an existing factory. Phase 1 of Berlin will have a capacity in excess of 750k, and Phase 2 will likely be larger, and building a simpler vehicle. I see 2 million in Berlin as the floor. Texas is adding 2 more Model Y lines, that will get them to 750k as well, plus the Cybertruck, which I see at an easy half million. My low end thinking looks like this: - .5m Fremont as it stands - 1m Shanghai already - 2m Berlin after expansion - 1.5m Texas including Y & CT - 2m Nueva Leon That's already 8m from plans we know about. Add even one more factory building a compact model and they'll be the biggest automaker in the world. The path to doubling that gets more complicated, and would require another 4 very big factories at a minimum.
    2
  7254. China can benefit from making cars regardless of battery by building in Mexico to reduce the import tariff from 28% to 0%, which is a huge benefit. Battery factories are already being built, and those will qualify buyer to get the IRA rebate, making it a double-whammy. The Big-3 are NOT ready for this.
    2
  7255. BBC is remarkably balanced. The vast majority of headlines are neutral or qualified, and some are positive.
    2
  7256. Thanks, will do! I've reached a point where giving up no longer seems like something I could even consider thanks to subscribers like you. ;)
    2
  7257. Glad it was helpful!
    2
  7258. Who can't?
    2
  7259. Thanks!
    2
  7260. Oh good, spam. It's among my favorite things about Hawaii just behind Pearl Harbor and racism.
    2
  7261. Thanks!
    2
  7262. Those were designed quite terribly. A lack of thermal management shortened the lifespan dramatically, but even today, most of them are still being used in cars, or as stationary storage where the lower capacity is still more valuable than buying brand new ones for the same purpose. No manufacturer I'm aware of has used air-cooling for EV batteries since Nissan switched to liquid for thermal management.
    2
  7263. Thanks for watching!
    2
  7264. Glad I could provide some entertainment along with the info.
    2
  7265. How many channels have banned youm
    2
  7266. No one is on GoJo's level. His premises rely on lies.
    2
  7267. Well under way!
    2
  7268. Beyond my line of sight, which is saying a lot because, as you know, I have adult supervision.
    2
  7269. Legacy car makers are supply constrained for the first time in, what, 100 years? I believe their sales will recover as the parts shortage recedes, but in the meantime, they're making it look easy for Tesla, who had planned for precisely this growth all along.
    2
  7270. It's about time, too, isn't it? The word is getting out. EVs are just better to drive.
    2
  7271. I'm not Jack Ryan, but that sounds like the sort of thing Jack Ryan would say, doesn't it?
    2
  7272. I'm looking at it line by line. The 2nd & 3rd lines in Texas and Berlin are likely to ramp on relatively the same trajectory as the 1st line (though there should be two new lines, so close to double.) Berlin & Texas 1st lines were based on the line in Shanghai, which had a proven track record. One could have assumed Berlin & Texas would ramp faster than Shanghai's Y line due to lessons learned, but they didn't. These could ramp a tad faster since the Y lines have been improved since Shanghai (and even since the original installations in TX & DE,) but I don't see it going a whole lot faster this early on.
    2
  7273. It's his jam.
    2
  7274. Be careful if you find it, I heard there's a murder in there.
    2
  7275. The average pickup already costs north of $60k, but by the time your reservation number comes up, they may be below that price. A lot of the bells and whistles aren't there to add value, but byproducts of having the capabilities needed for other aspects. You don't need that kind of acceleration, but once it hits the other specs, it's just kind of "there". You don't need bulletproof skin, but to get the total structural strength, it just happens.
    2
  7276. The prototypes are carbon fiber. The final material has not yet been selected.
    2
  7277. The roof has two layers of foam insulation, so I'm not sure how much heat would actually bleed through the top. Most of the power demand from a factory is likely to come from the equipment.
    2
  7278. Too soon to say. More research is required. We'll get our top minds on the job.
    2
  7279. Video coming out in the morning.
    2
  7280. A very fair question!
    2
  7281. Thanks so much!
    2
  7282. Paid for in what way? Do you hear yourself? This is exactly what the nutters say when they accuse me of being paid by Tesla. I know Elon has reposted some salacious accusations, but some of them are pure lunacy. Our job is to be better than the conspiracy theorists, not somehow worse.
    2
  7283. Does that for a lot of people.
    2
  7284. I appreciate that!
    2
  7285. It will come down to each individual owner, and the rates their utility will pay for it. If it's over $1/kWh it's likely an easy winner. Allowing just a 10kWh oscillation in the middle of the battery's ideal range isn't going to cause much degradation. Nothing close to what a full charge cycle would do. It only depreciates the battery, rather than adding wear and tear on the entire vehicle. There are surely a lot of owners who would allow the battery to be used who wouldn't let the entire car out of their sight.
    2
  7286. Have fun!
    2
  7287. Unknown at this point.
    2
  7288. Yeah I've looked everywhere and can't find the beach!
    2
  7289. People who wind up with a big family have to be familiar with Vistiq.
    2
  7290. Not for long, I'd wager.
    2
  7291. They're waiting to see what the actual price is. I don't expect meaningful cancellation numbers until Tesla says now or never.
    2
  7292. Not useless. If we forget our history, well, you know how it goes. :(
    2
  7293. Glad you like it! I'll keep track of questions as they come in and maybe do another one in a couple weeks. ;)
    2
  7294. Hey, thanks!
    2
  7295. 🤔
    2
  7296. There are scenarios where an EV is not the ideal choice. Towing is a perfect example. You can get a truck with a second gas tank, so even under heavy load at high speed, you can still get 200+ between stops. Without pull-through chargers for trailers, it can be a real hassle to juice back up. I was afraid of what the experience of road tripping would be, but I've had a chance to do a few (SF to LA and back, and Austin to Starbase and back,) and it was great. Charging was effortless, about as quick as you need for a bathroom break and to grab a snack, and it makes it so that you don't arrive at your destination feeling like a zombie.
    2
  7297. Maybe. You gambling on it?
    2
  7298. There are already Chinese EVs on our roads, and there will likely be a whole lot more of them by 2030, especially with the Big 3 dragging their feet.
    2
  7299. I'd guess at least double, but it's tough to say. I hope they let us lock it in now as long as we remain subscribed.
    2
  7300. My pleasure! It was really neat to see, even from across the barrier.
    2
  7301. More like a trailer, but that hardly makes it better. ;)
    2
  7302. I'd LOVE to get Scotty on the channel. Last time I reacted to him, everyone who commented on his channel about it got banned. I suspect that has more to do with his team than him, but still, he's not super keen to participate.
    2
  7303. Joe does incredible work. All the drone pilots do in their own ways, but Joe really goes all out on the analysis.
    2
  7304. You can count on that.
    2
  7305. I've made them shorter in the past by excluding the background basics, but it leads to a lot of questions from new viewers. I try to find the best balance between under/over explaining.
    2
  7306. I don't see why not.
    2
  7307. The protesters don't want cars at all, which is convenient, because they can't afford them anyhow.
    2
  7308. Solid point, thanks!
    2
  7309. Thanks, appreciate that!
    2
  7310. A small Coke costs $1.99. One that's 4x that size costs $2.29. You're paying for the packaging and delivery which doesn't scale in a linear fashion.
    2
  7311. If you crack your oil pan, you blow the motor. This is not a new situation.
    2
  7312. Oh wow!
    2
  7313. Seems so, yes.
    2
  7314. Gotta average them dollar costs, my friend. Timing requires a magic power I've never seen.
    2
  7315. Sure did. Pretty rare for Wall Street to beat my numbers.
    2
  7316. You rock!
    2
  7317. We must ho back to traveling by Pogo Stick!
    2
  7318. Understandable
    2
  7319. Public transportation is almost never designed to make money. Typically it's heavily subsidized. This one isn't. You floundered on the one thing you think would be a mic drop.
    2
  7320. Tire life isn't short. It comes down to how people drive them. I'm at 30k miles and still have tons of life in my tires because I drive like a normal person. If you look at Hellcat forums, you'll find short tire life complaints too. Long charging times isn't really a thing. I go months on end without ever having to go to a public charger. On road trips, by the time I'm done grabbing a snack and using the bathroom, the car's ready to keep going. Some EVs are heavy, but most are not. A Model 3 weighs the same as a BMW 3 series. The Model S only weighs as much as a Mercedes S-Class.
    2
  7321. You mean like this? 😉 https://youtu.be/p69C782uknM?si=JVp2iqrrsvWW3U-r
    2
  7322. Yes.
    2
  7323. Frank is a treasure. Leave him alone.
    2
  7324. Thanks! Let us know if there are particular topics you think he'd be a good fit for.
    2
  7325. Insurance can vary significantly by state. I know people who pay less to insure it than a comparably priced gas pickup. I suspect either of those would be higher than what you're paying for an older truck. I have a buddy in South Dakota who would LOVE to go electric for his work truck, but he does equipment repair at farms, and there's just no charging infrastructure along those routes. While there IS power at the farms, it's generally nowhere close to where he needs to work, so he must have at least 250 miles while towing a big, heavy trailer which is essentially his entire workshop. It's not ready to handle every use case, but the idea that others shouldn't buy it while it meets theirs is a notion I push back on.
    2
  7326.  @gedles  I didn't know what to expect. I was hoping for more interesting B-Roll, but filling 2 hours is pretty challenging. I'd love to have actual footage of cars rolling out the door, but drone pilots who have done that in the past have lost their flying privileges over it. I will likely just use generic factory footage next time.
    2
  7327. I've long been careful not to offer investment advice. I can't predict the future, especially when it comes to the stock market. When I saw it under $200 (TWO SPLITS AGO) I knew it had a lot of headroom. But this was pre-Cybertruck unveiling. Gigas Texas and Berlin hadn't even been announced. The Model Y event was very low-key and there was no reliable way to predict it would become the world's best selling car. When it doubled, surely THAT was the new high, right? And the same when it doubled again, and again. Much too late now, right? I added 3 more shares to my position last week. I still see upside. MegaPack, Powerwall and other VPP possibilities, and FSD are only barely priced in, and any one of them stands to afford Tesla another big run, once widely available.
    2
  7328.  @gareth5000  You think I haven't already? ;)
    2
  7329. Fair enough. I'd love to be a wiseguy, but you're a regular and I just can't bring myself to pretend I'm not glad you're here. ;)
    2
  7330. We can only see the total number, rather than the percentage. Considering they're making 4,000+ a week, even a 3% reject rate would mean 530 added to the pile each month.
    2
  7331. Awfully curious about that as well.
    2
  7332. If you're using public chargers, it's easy to get up to gas costs. Charging at home it's nearly impossible. Only a handful of markets in the developed world have home electricity rates that high.
    2
  7333. Scotty doesn't write his own material and his team will put anything in a script if they think it will get clicks. He gets paid ridiculously well to just spout off whatever's on the page.
    2
  7334. It's really fantastic hardware, but it costs as much as a lot of used cars. That prices the masses out of the market, and without the masses, app development is going to falter.
    2
  7335. That's the real test. Either it meets your needs or it doesn't.
    2
  7336.  @charlesrothauser1328  Someone should invent a system whereby the manufacturer has to fix it. Call it something like a WARRANTY. Even the most unique cars ever made still have shops you can bring them to.
    2
  7337. It's a unibody design, so not entirely. They could only use it on things like doors, hoods, and trunks. The decorative pieces. Wouldn't be mad to get one where they used those on those spots though.
    2
  7338. You bet!
    2
  7339. There you go!
    2
  7340. The market is VERY fickle.
    2
  7341. No word yet.
    2
  7342. Inconceivable!
    2
  7343. Appears to have been a rumor. They had suggested plans to build terminals in Texas, but they never specified it would be on or near the Tesla site.
    2
  7344. Good to see you. Was just wondering about you the other day. Hope you're well and Merry Christmas to you and yours.
    2
  7345. Naw.
    2
  7346. Can't do it. I've had trouble with them in the past... or the future. Either way.
    2
  7347. I believe you are correct. I met a very big YouTuber a while back who does something similar. He has people who suggest topics, which he then selects. If he picks one, it goes over to a researcher, who writes the script. He records it, and another person edits and uploads it. If Scotty isn't doing this, he's leaving money on the table.
    2
  7348. The channel was hacked on Monday. The restoration process pushed the thousands of videos published back out as brand new. Apologies for the chaos, it wasn't intentional.
    2
  7349. Uh oh, that's happening? There were crypto bots a while ago, but with the collapse of BitCoin they got pretty quiet.
    2
  7350. Did I not mention it in this video? I'm always quick to point that out.
    2
  7351. Because buyers are waiting for the new ones. If they weren't, that inventory (which is very low,) would clear and we'd be right back where we started.
    2
  7352. Maybe it's not a good enough deal. That's worth considering. But the idea that it isn't even worth bringing to a vote is nuts.
    2
  7353. I don't have footage. 🙁
    2
  7354. That's the funniest thing I've read in days. Thank you for that!
    2
  7355. Ah, but you're mistaken.
    2
  7356. You bet!
    2
  7357. So many castings, and now we know the reason why. This is why it's so important to get out on the road.
    2
  7358. Reads like a joke to me.
    2
  7359. Sounds like snow alright.
    2
  7360. Russia has a lot of ports, but many of them can be logistically challenging on account of weather. The rail system is extensive from Moscow through former Eastern Bloc countries, though I can't speak to the quality or modernity of the lines. Direct routes to the east are difficult due to topography and ground stability. The big advantage Russia has that I see is domestic steel, copper, and mechanical equipment, plus the exceptional engineering and technical capacity not present on much of the list.
    2
  7361. It's always a pain when YouTube does that.
    2
  7362. Then Tesla will charge YOU for that.
    2
  7363. You're welcome! Found it to be a refreshingly straightforward product and I hope it does as well as I expect.
    2
  7364. You and I know that, but the target demographic for this steaming pile of article? I guess not.
    2
  7365. Sandy starting to understand what a legend he is in the Tesla community?
    2
  7366. Great question! They're already at 20% with high fixed costs, and far less than halfway through the ramp. Battery and parts costs are still falling while the order backlog is still years long. Add to that operational efficiencies and the current margin looks conservative.
    2
  7367. You are so welcome!
    2
  7368. Perforated, but not ventilated.
    2
  7369. Nice.
    2
  7370. It did not, no. TSLA has doubled since then. Now mind you, he did say "IF democrats win the senate," and essentially thy have, but apart from a push to add charging stations, I'm not aware of any proposals that would benefit Tesla, and I can't imagine how many Tesla owners would want to camp out at an L2 charger for half a day so they can get back on their ways when there's a vastly better option just down the street.
    2
  7371. Anything is possible, but I'd have to be crazy to entertain a hundred competing conspiracy theories without evidence.
    2
  7372. Most US families own more than one car.
    2
  7373. Thank you too!
    2
  7374. I'm in no position to bet against you. That seems entirely reasonable.
    2
  7375. Thanks! I'm glad you found it informative.
    2
  7376. It's not my responsibility to convince you. It's my job to give you the evidence. The only way someone could watch both of my videos and not understand the deception is if you have some ulterior motive. Most people who watched the original video didn't need an explanation to see the flaws in the methodology. If you're up to three videos and still don't get it, there's a different issue going on.
    2
  7377. That's a fine theory!
    2
  7378. They did show a model with it already integrated. Hopefully it makes it into production. Having a factory ramp like that would make them the only easy choice on the market.
    2
  7379. My belief is nothing would change. Territorial conflicts do little to impact global trade anymore. When Russia annexed Ukraine, the entirety of the economic impact was that a handful of Russian oligarchs saw their ability to conduct financial transactions restricted. I was in Thailand when the country was overthrown once, and if it hadn't been on the news, I'd have never known, and I was in the capital. I was in Beijing when their fighter pilot died while trying to clip a US military plane. Nothing changed. Nothing happened. This is a very, very big deal, but in terms of trade, nothing stops the machine anymore.
    2
  7380. Thanks for coming!
    2
  7381. Based on the surprise news out of Shanghai, I think your estimate is a lot closer than what I published. Plenty of time in the month to get it dialed in though. ;)
    2
  7382. That would be a great day indeed.
    2
  7383. That sounds pretty right. I've never been spotted in public, but my audience is still pretty small. Any time I'm at a Tesla-centric event, yeah, there are a few.
    2
  7384. I hadn't encountered it, so I didn't have the full picture.
    2
  7385. Appreciate it! 🙏🏽
    2
  7386. NO! That is our god given right!
    2
  7387. When Tesla takes responsibility for accidents.
    2
  7388. Safe travels!
    2
  7389. Definitely get that checked.
    2
  7390. I appreciate that!
    2
  7391. It's disappointing for sure. Onward and upward, of course.
    2
  7392. To who? I'd say anything less than a record quarter would be a letdown. As long as it's still growing and the roadmap to continued growth is evident, we're moving in the right direction.
    2
  7393. We've done that recently.
    2
  7394. I've had a good experience in the past, but only once, and it was very unlike all the other times I've dealt with dealers.
    2
  7395. Same to you!
    2
  7396. The glass was never meant to be bulletproof.
    2
  7397. Wouldn't be as helpful as you suspect, since the change in scope has resulted in the paint shop being moved into a different area of the site, the area in the middle, which would have likely been Phase 2.
    2
  7398. Nope, I'm already back in Washington state. Another time, perhaps.
    2
  7399. Thank you!
    2
  7400. First time having Lee on the channel. We obviously run in the same circles but hadn't had a chance to work together until now. He's very sharp, but you already know that.
    2
  7401. Can't wait to see it!
    2
  7402. No NACS, no pep, no thanks.
    2
  7403. The only cars available today range between $124k and $128k. The Model S is $81k, and the Plaid is $109k. If your bone of contention is an issue about using round numbers, you should rethink your approach. The Grand Touring sells for $138k, but you can get a 2022 on Autotrader for $93k. If you're not upside down on it, you might want to sell it before the warranty expires, or that car will wind up owning you.
    2
  7404. Zhengzhou
    2
  7405. I'll take a look for the 7-month update, but last I checked there was very little footage from the construction. I'm excited about Lucid. Can't speak to their long term prospects, but I have high confidence they will bring a product to market, and that it will be compelling.
    2
  7406.  @HidingAllTheWay  Wow man, thanks for the info! Yeah, it's smaller, but that's in keeping with their objective, so that's not a downside, it's just how their growth is scheduled. Surprised that channel has been around so long with so few subscribers. :(
    2
  7407. Heck yeah!
    2
  7408. Hilarious!
    2
  7409. 300??? I hadn't seen that one. That's pretty nutty.
    2
  7410. Don't be rude. Especially so when we know people you don't.
    2
  7411. Same mic, just placed within the shot and about twice as close to my talky-hole.
    2
  7412. That FUD campaign was launched by Fred at Electrek. Ignore it. He's got an ax to grind and he routinely resorts to fiction.
    2
  7413. Joe told us on Patreon about a week ago that he had an inside source who was going to provide some pictures, then yesterday afternoon he shared them there. He may have also shared them with Jeff because that slideshow went up almost immediately after. It's also possible that the source provided them to more than one of the pilots, but I don't have the full answer.
    2
  7414. Costs me $5 to "fill up" at home. That's about a gallon and a half worth of gas.
    2
  7415. California doesn't.
    2
  7416. Boston Dynamics has been at it for so long that they've been able to dial in a lot of the really tricky problems. The two big things I suspect they lack are the sheer draw for engineering talent, and anything on par with the problem solving skills you'd find with DOJO. Admittedly, DOJO is still a big unknown, so we'll see.
    2
  7417. @James T And also the understandable concerns regarding physical safety we haven't yet had to worry about in our 243 year history. Interesting times indeed.
    2
  7418. I'm always here with good news, but sometimes I feel like perspective is needed, and expectations should be tempered. Make no mistake, I'm not selling at any price.
    2
  7419. I called to cancel my phone and the rep could NOT believe I was giving up a landline. I tried to explain that my work (20-miles away) was long distance, but he still couldn't wrap his head around it. This was in the 90s.
    2
  7420. Thanks Adi. This isn't just for the masses though. This goes out to all the Tesla faithful who, like me, considered Business Insider a mixed bag, but mostly factual. They aren't. All us Tesla publishers need to stop giving them attention, and the big names on Twitter, Reddit, and other social media need to likewise cut them off.
    2
  7421. That appears to be the obstacle. My research shows that it would cost as much as building out the entire gasoline supply network again from scratch.
    2
  7422. Should bribe an installer to just scribble MY on the north of it, and Weekend on the south.
    2
  7423. Absolutely!
    2
  7424. Optimus and robotaxi will change everything.
    2
  7425. The Hummers are delivered using transport trailers. The volume is currently low enough they aren't using double-deckers, but they're not prohibitively tall. You can find trailers carrying vans on 2 levels. They should fit just fine.
    2
  7426. I hope we get to that point where unveiling to delivery is months at most.
    2
  7427. His charts include all EVs from all brands. It really helps make things look less affordable. I feel like it backfires though because it shows the clear downward trend of EV prices.
    2
  7428. You, my friend, have joined a very elite and excusive club. ;) Welcome and I'm so glad you find this stuff helpful.
    2
  7429. Very true. I think the difference they're suggesting is that those companies weren't also selling it.
    2
  7430. It's more about days of inventory remaining. From 2021 to 2022 they only increased from 45-days of inventory to 56-days, which would make sense considering the announced plan to "unwind the wave" of deliveries in the final days of each quarter. The other part to remember is that as production continues to increase, even remaining at 56-days would still mean an increase in the total units in transit.
    2
  7431. Nio, it's solved. Grids reach a thousand miles without issue, and those northern areas tend to have all the hydro. We've got this.
    2
  7432. I've seen precisely one in the wild. It was very exciting! I also saw a Fisker Ocean on the highway in Austin. That was unexpected.
    2
  7433. Not a bad suggestion.
    2
  7434. OnStar has been able to remotely disable cars since the 90s. If they've been silent t for 30 years and NOW it's an issue, that's on them.
    2
  7435. Moss sauce doesn't have the same ring to it.
    2
  7436. Drive it into the ground? I mean, that's one strategy, I guess.
    2
  7437. For production, yes. You can put anything for testing. You can even have a joystick, and some have. Does that mean PS5 controllers are coming to a car control system near you?
    2
  7438. Crazy.
    2
  7439. Not quite spot on, though spotter-onner than Wall Street. I think I'll go live with a recap before noon Pacific to cover this.
    2
  7440. You can't avoid me. I'll find you no matter what you watch! 😉
    2
  7441. Not sure I'd use the word love.
    2
  7442. Thanks!
    2
  7443. Howdy there! My experience in construction is limited, and none of it was commercial, nor on large projects. The basis for the timeline involves studying the progress at other sites and finding an equation that makes sense. In the early days there were a lot of hammer swingers indignant at the idea that someone outside of the industry could have any idea what's going on, but I'd say that's as misinformed as suggesting a dietician can't give health advice unless they've worked the graveyard shift in the kitchen of a greasy spoon diner. It's a high level overview. I won't pretend to know how many nails or light fixtures there are or remain to be. I just know that if you measure how much work was done each week, a trendline emerges.
    2
  7444. If they were $10,000, they would have sold in vastly higher numbers for sure. But would that have been enough?
    2
  7445. Absolutely. June 15th at heritage park.
    2
  7446. Thank you, Martin!
    2
  7447. Their stations do just over 1 swap per hour. That shouldn't impress you.
    2
  7448. Worth a try. Will do that.
    2
  7449. AAA already offers mobile charging in a number of areas. This will become more common over time I'm sure.
    2
  7450. He's been on my show a few times. Super great guy.
    2
  7451. Right there with ya.
    2
  7452. They do
    2
  7453. Mr Mawson (regular commenter) suggested to have the noise, but only INSIDE the car. I think that's a fantastic idea. Rumble yer kidneys all you want, but don't subject the public to such a nuisance.
    2
  7454. Totally!
    2
  7455. Not so much a flaw as a comparison. We HOLD 'round these parts. Just wanted to show how massive the gains have been. Turning a few thousand bucks into enough to buy a Tesla is truly breathtaking.
    2
  7456. It exceeds the scale of normal human understanding. Past a certain point it just doesn't make sense.
    2
  7457. Good point. Another commenter asked how much I value the safety of my children. If safety is the factor, there's not much in the way of better options.
    2
  7458. And here I thought they liked to remain neutral.
    2
  7459. It's great in every other city I've used it. Just not where I live, for some reason.
    2
  7460. Works for me.
    2
  7461. That's a quality assessment.
    2
  7462. From what I've heard, the suppliers had enough time to get that sorted out.
    2
  7463. Ricky has been doing such amazing work for so long. So lucky to have him on.
    2
  7464. Cybertruck also uniquely has the highest ground clearance AND the lowest center of gravity.
    2
  7465. Seems counterintuitive, doesn't it? The short answer is that it's a lot of math with optimization for specific tasks. The longer answer is in part 1 of this series, which is linked in the description.
    2
  7466. There haven't been any timeline indications yet that I've seen.
    2
  7467. Glad you got some Jeff Roberts fix, however second hand. ;)
    2
  7468. The US has never had a base in Ukraine. The US is very territorial and insecure when it comes to factories, bases, you name it. They like to make thinly veiled protectionist laws, then get huffy when someone finds a perfectly legal workaround.
    2
  7469. They don't. As far as I can tell that's just anti China propaganda.
    2
  7470. I've made a number of videos about Nio. The swaps are a disaster and it's one of the things that's bankrupting them. How do so many people not realize that things cost money? "It's a better car for less money!" Cool, but it doesn't cost less to build, they're just losing more money. "Swap is cheaper than charging, and your battery will last forever!" Cool, but it actually costs more than a fixed battery, and SOMEONE is paying for that battery. If it's not the driver, it's the company, and they can't lose money forever. Either it's going to get WAY more expensive, or they'll go out of business. I've covered this. Search up Nio on my video page and you'll see how deep I dug.
    2
  7471. Mark lives modestly. His home is small. His yard is small. He doesn't even own a vehicle with more than 3 wheels.
    2
  7472. I always wonder if the people who leave comments ever get to see them used. Now I know!
    2
  7473. Not Faraday Future? I thought they were the next big thing.
    2
  7474. Glad you enjoyed it!
    2
  7475. If you look at his history of making announcements and predictions, you'll find that he's consistently wrong. If you compare it to my history, you'll find I stick to facts over hype, and always call out nonsense.
    2
  7476. I've read some poems about that fellow. Seems he lived quite a colorful life.
    2
  7477. Interesting.
    2
  7478. Thanks for the tips!
    2
  7479. Best of luck!
    2
  7480. 70% growth projection is for next year after the Shanghai Megapack factory comes online. I may have misspoke or lacked clarity on the year.
    2
  7481. I read that both of those guys deleted posts on X opposing the shareholder issues. Hilarious and sad if true.
    2
  7482. Exactly. The concern exists, but even the article admits that it isn't even part of this discussion. Doesn't stop them from being loons about it.
    2
  7483. There really weren't any vendors with products like that. Those were on display to show how a particular company's battery, BMS, or other solution would integrate into a product. They were there hoping to find the people making bikes to get them better parts.
    2
  7484. You bet!
    2
  7485. You got this!
    2
  7486. It was a good one!
    2
  7487. Fingers crossed!
    2
  7488. For those who don't know, Brad Sloan is a drone pilot IN AUSTIN. His ear is much closer to the ground than mine (or most of ours,) so when he talks, I listen. Thank you Brad!
    2
  7489. Spreadsheet is the best way to make nearly any financial decision.
    2
  7490. Getting from 19k to 20k subscribers took forever, but once it hit 20k it really took off. In fairness, I did switch to daily around that time. The views still aren't as high as they should be, but I suspect I need better thumbnails and titles. I just hate clickbait, but it appears to be unavoidable. :(
    2
  7491. All of the areas needed to produce Model Y have been operational for over a month, apart from the batteries, which initially are expected to come from the Kato Road facility. Once final inspections are complete, there appears to be no reason they can't turn on the tap almost immediately.
    2
  7492. Why there instead of on site in Austin.
    2
  7493. We're left guessing which parts were autonomous. That's not helpful to investors and they reacted in a way that shouldn't be surprising.
    2
  7494. Sounds reasonable to me. They already do it in Europe and Asia, just not here. And I know, I know, "YouTubers are the REAL PR department!" Right, but we don't have the inside scoop to actually make the same caliber of difference.
    2
  7495. Because talking about politicians is deeply unhealthy. ANY branch of government can derail our process and hand the market over to China.
    2
  7496. They're not better at most things today, but they're already better in come kinds of hazardous environments where the fragility of the human form makes a task impossible.
    2
  7497. Absolutely!
    2
  7498. There's news, it's just not very exciting.
    2
  7499. It's on 12.5.4.
    2
  7500. Thanks for the tips!
    2
  7501. People there suggested they were just matrix headlights configured for the demo, rather than real world use.
    2
  7502. Might be a tough one.
    2
  7503. Interesting. If Geely's biggest obstacle is funding, this is a very smart partnership. Plus you just know they'll promote the hell out of it for free.
    2
  7504. I think it's going to be wild seeing how the market share shifts once Tesla ramps enough to match demand, assuming that's even possible. A lot of legacy car sales depend on high pressure tactics and impulse buying. Even if you could just get the Tesla model you want today, sales would surely increase. Many buyers wait until they have no other choice, and weeks or months from order to delivery creates an obstacle for those buyers. But once there's genuine choice in the market, and you can go pick up any car from any company on the same day, how many would-be GM buyers are going to just say no and get a Tesla instead?
    2
  7505. They already have dry-anode, though I'm not sure where they're made. Maybe Nevada? The missing piece is the dry cathode.
    2
  7506. Hello there. It's me, your algorithm. ;)
    2
  7507. My guess is Santa's workshop.
    2
  7508. Darts were pretty rare by the time I started driving, and I wasn't even aware of the Valiant. :/
    2
  7509. Shawn Fain has only contempt for his members. They are useful tools to his agenda and nothing more. The people running out of money are realizing that more and more.
    2
  7510. Thanks for the info! Didn't even realize garage doors were standard. The only ones I've had to have worked on were on VERY old houses. :(
    2
  7511. Right? They're shooting a half-acre behind a moving target and thinking they're going to hit the mark.. how exactly?
    2
  7512. 😅
    2
  7513. That would be hilarious!
    2
  7514. Means a lot to me.
    2
  7515. I know Joe Tegtmeyer was considering it, but I haven't seen any yet.
    2
  7516. That's my hope too. For those of us who live long enough, there will come a day when it's no longer safe to drive ourselves. Even before then, as much as I like going places, getting there is the worst part of it. I don't mean the stops along the way, those are great. I'm the only driver in my household, and I don't get to enjoy looking out the window and seeing any sights apart from the cars around me. Life is finite. Why waste it with monotony?
    1
  7517. Boom!
    1
  7518. ;)
    1
  7519. Did I say something wrong? I don't get it.
    1
  7520. Thank you! Cheers!
    1
  7521. I don't know if the tech is ready for dirty bollards.
    1
  7522. Everyone I've ever met who hates immigrants still like certain kinds of them. They call them the good ones, and the definition varies greatly depending who you ask.
    1
  7523. Yep. Exactly. Everything I shared that wasn't yet public is now widely known. Their warranty situation is exactly as out of control as we reported. Cost controls are shot. They can't move units. Their problems were evident then, but even a lying fool can't pretend they aren't up a creek without a paddle now. It's unfortunate. I tried to warn them.
    1
  7524. The same was said about China. While success will surely be challenging, failure is not guaranteed.
    1
  7525. Not sure who told you Delaware is socialist, but that's the absolute opposite of reality. There's a reason most companies incorporate there. Moving to Texas is a gamble in terms of corporate law. Hel, Texas doesn't even allow Tesla to sell directly to customers.
    1
  7526. Just spent a week in a 3SR and the 250m range was fine.
    1
  7527. What that would give you is gravel, which isn't ideal for the factory.
    1
  7528. Might be tricky on stairs. If we're going for superhuman, I think you'd get more utility out of additional arms.
    1
  7529. Apparently it isn't lighter, but simpler and quicker. Still a benefit though.
    1
  7530. It is a bit on the low side.
    1
  7531. @John Adams Elon is right that blindly hating billionaires who are actively moving humanity forward is stupid. That's not what the Bee means by woke.
    1
  7532. Might need to double-check, since the name change shouldn't have changed your subscription status. If you click it an even number of times, you may be unsubscribed.
    1
  7533. There already is a windshield wiper, it's just tucked behind the hood like on a regular car. The wheel question will be covered in a video on Sunday I think.
    1
  7534. Surely. Maybe even a more advanced test, since you'll only be driving in the most unusual of edge cases. I suspect it will be a short-lived situation though.
    1
  7535. Market share is the wrong metric. When you start at 90% of the market, OF COURSE you're going to lose ground. You can't maintain that. You'd be broken up for having a monopoly. There is no EV market. It's a CAR market, and their share continues to climb.
    1
  7536. Apartments built in China are required to have charging available.
    1
  7537. Antique!
    1
  7538. If there are a dozen companies selling the cure for cancer, you're no longer beholden to a single company.
    1
  7539. Naw.
    1
  7540. Yeah, but I didn't write the title. The editor made it.
    1
  7541. Cost improvements are always underway.
    1
  7542. In what way?
    1
  7543. They haven't been for sale, which makes your conclusion a guess at best.
    1
  7544. If they are released at those prices, they're gonna be the hottest selling cars in the country.
    1
  7545. That's not what clickbait is. That's literally what the video is about. That's just called a good title. No one tricked you into being interested.
    1
  7546. Thank you! Cheers!
    1
  7547. Welcome aboard!
    1
  7548. Does it matter?
    1
  7549. Thanks! Yesterday InsideEVs picked it up too, so that was another nice bonus. Now I just have to make some truly brilliant content to keep my subscribers happy and I'll be set!
    1
  7550. Glad you liked it!
    1
  7551. Very exciting!
    1
  7552. Thanks 🔥
    1
  7553. Most EVs globally are made in China. The lack of LFP in the US isn't because Tesla and others didn't want to use it, but because the patent was locked up, and only China was given an exception, provided they didn't export them.
    1
  7554. Vielen dank!
    1
  7555. The editor A/B tests them. Whatever works is what he goes with.
    1
  7556. I'm bringing on a tire and wheel guy next week. Hopefully he can help me understand.
    1
  7557. If I said 2022, that was a mistake.
    1
  7558.  @andyjasper9755  It's frustrating. I try to run this like a full-time job without the full-time hours or full-time income. I do my best but mistakes are bound to happen. Thank you for your patience. :/
    1
  7559. Oh man, I'd love it but I just don't see a way that happens.
    1
  7560. I mean... yeah.
    1
  7561. Dry electrode is part of the 4680 production.
    1
  7562. Thanks and welcome!
    1
  7563. Do you mean at least HW3, or at most HW3?
    1
  7564. @William Wheeler Don't know how many people carpool. Anybody have insight?
    1
  7565. Thanks, you too!
    1
  7566. No sir. 13.2.2. I seldom get latest builds. Did you know about the In N Out going in in Ridgefield?
    1
  7567. You bet!
    1
  7568. They're best friends. While I disagree with the actions, I'm not going to pretend I'm surprised.
    1
  7569. You should dig into that story. It's gruesome.
    1
  7570. My vote is for the name tag.
    1
  7571. It's not about being factual, but appealing to emotions. Marx may be a classic aspiring grifter, but I think it's more likely these are deeply held beliefs, and something as pesky as reality isn't going to stand in the way of a juicy headline. I mean, it worked. Lots of people saw it. The bunches of citations really add authority, which really helps make the casual reader think it's not just a steaming pile of BS.
    1
  7572. Thank you so much!!
    1
  7573. Nope, common misconception. It's because they're mostly made of bananas.
    1
  7574. Trolling used to be an artform when someone would go onto a forum and post content that got other people fighting with each other. These days, it’s just being insulting, and even at that you're absolutely terrible. If you can't say something nice, say something clever, but devastating. 1 out of 10.
    1
  7575. Motors are still in the door.
    1
  7576. If you're interested in knobs we didn't mention, look within.
    1
  7577. Yes, but I'm also your baby half-brother's dad... work that out.
    1
  7578. They absolutely aren't. They're pro-money, plain and simple.
    1
  7579. Maybe. Stranger things have happened.
    1
  7580. Thank you! Will do!
    1
  7581. Who did that? We're pointing out this is normal, and Mercedes has the margin to do it.
    1
  7582. With testing or sales?
    1
  7583. Those weren't photoshopped. That was 1988.
    1
  7584. Where's the Cadillac Optiq crash test? WHY ARE THEY HIDING IT?!? They aren't. You just don't know the process.
    1
  7585. Ah, you must not be familiar with my track record on these. That's fair, but you should know I've never missed yet.
    1
  7586. You're welcome! It's the only way, really.
    1
  7587. Sure was! What a delightful way to be wrong!
    1
  7588. The 90% off thing is so huge, and so many just don't get it. They'll wait 20-minutes at Costco to save 5% but pretend they care about their time (and money) when it comes to EVs.
    1
  7589. Appreciate the support!
    1
  7590. He's old school bad faith.
    1
  7591. Can't see it being structural.
    1
  7592. There are already Chinese cars on US roads.
    1
  7593. Shameful.
    1
  7594. Bit scary not having your passport.
    1
  7595. Any time!
    1
  7596. It was $11k in China when this was recorded, and about $10k now.
    1
  7597. I could not find anything suggesting Vietnam is subject to the same import tax as China, so I suspect you're right about that.
    1
  7598. Would be cool, but the engineers have already confirmed that's not the case.
    1
  7599. You have to wonder. They made both versions of the Model Y.
    1
  7600. I thought it was fine. Didn't really inspire me though.
    1
  7601. Always!
    1
  7602. Did you listen to the interview? EAP is the only thing we talked about. The competition doesn't have anything like it.
    1
  7603. You're not a crazy person. Did you watch the video?
    1
  7604. I know!!
    1
  7605. USMCA agreement already allows them, and it's still quite new.
    1
  7606. This sales boom happened in January.
    1
  7607. The dual motor will be just as good for 99% of applications. Those Plaid motors pack insane punch. If the dual motor is under the incentive cutoff, it will be unstoppable.
    1
  7608. I've never understood how Uber is capable of hemorrhaging cash the way they have.
    1
  7609. Oh wow, thank you!
    1
  7610. Eventually yes, but not in this quarter.
    1
  7611. Not a chance in hell. Zero percent chance. The spare batteries alone cost more than that.
    1
  7612. You may have missed it, but it was made clear in the presentation that all the 5-7 seat Teslas already produced will be capable of this as well.
    1
  7613. There doesn't appear to be any plan to do that.
    1
  7614. Fair.
    1
  7615. The factory will be just a drop in the bucket in terms of the power grid. The most energy intensive thing they're doing is castings, which use natural gas instead of electricity. They're already working to offset their consumption and stabilize the grid in Texas. Check out this video for more info: https://youtu.be/PVYhCxMyPV4
    1
  7616. You bet! Thank you much!
    1
  7617.  @JustSaying-2sides  Agree completely. Ramps always take time.
    1
  7618. Pure gold! I know you're being sarcastic, but I'm still including it in my response video. Thanks!
    1
  7619. That's very kind, thank you.
    1
  7620. You're too kind.
    1
  7621. Oh wow, great job! For those of us actually following it, there were plenty of signs that the stock was undervalued. I made my investment without consideration for CyberTruck or Autonomy. I based my valuation strictly on the strength of Fremont (which I figured was already priced in,) and the progress I could see in the weekly drone footage coming out of Shanghai. I figured that Fremont + Shanghai (just phase one,) would double my money in 5-10 years, which was better than what I had been getting in my IRA. I had no idea how nuts things were about to get, and if you'd have PROMISED me it would be at $800 today, I'd have been skeptical. And if you'd have said that would be after a 5:1 split (or a 4/20 split, if you're cheeky,) I just wouldn't have believed you. I think your price targets are reasonable, and I'm cautiously optimistic.
    1
  7622. The slope is the critical part. Wind pulls the rain off the back window. It's only on steep windows like this where you see manufacturers add a wiper.
    1
  7623. I like Cadbury.
    1
  7624. It's sufficiently remote that security is a bit less complicated. You can see people who don't belong coming from miles away.
    1
  7625. Well said!
    1
  7626. June 15th in Muskegon.
    1
  7627. Magical. Love it!
    1
  7628. I believe it.
    1
  7629. Some people wear hats.
    1
  7630. I was given one by a fan. It's beautiful, but sounds just awful. I can't see anyone who needs a whistle using this for their work or hobby.
    1
  7631. I don't think they'll be task-ready in time for Cybertruck, but I can see them being used eventually.
    1
  7632. I spend a lot of time talking to people in the Tesla community. It's a story I've heard several times now. I don't think they were lying. I think you and I just know different people.
    1
  7633. They're the present. Anyone who tells you otherwise wants you to live in the past.
    1
  7634. This guy gets it.
    1
  7635. Appreciate that!
    1
  7636. That's a bingo.
    1
  7637. Easy for you to say. You've seen me as much off camera as you have on it.
    1
  7638. My pleasure!
    1
  7639. The editor made the thumbnail and title when i was asleep. I changed it as soon as I woke up and saw it.
    1
  7640. Yep. Covered it in part 2. Can they get away with no wipers at all? I'd say maybe.
    1
  7641. The same was said of corruption in China and bureaucracy in Germany, but it seems Tesla managed to anticipate the problems and navigate the issues quite well.
    1
  7642. It literally cannot go to zero. That's not how companies with assets work. Tesla did not "disrespect the Chinese people" and I'm getting tired of your lies. Nio employees should really self-identify.
    1
  7643. Let me know when you're back, and have fun!
    1
  7644. Is it coming? Does anyone actually have it?
    1
  7645. That's not a possibilty. The US would lose that trade war. Specifically the US people would lose.
    1
  7646. Plenty of interesting questions raised.
    1
  7647. You're welcome!
    1
  7648. What do you want me to say about it?
    1
  7649. Those are my two guesses as well. Higher trim ones, maybe, lowest trim, probably not so much. Inflation moved unexpectedly, and they've never been very good at hitting the price targets for a variety of reasons. The $35k Model 3 did exist, briefly, off-menu, but they didn't want to sell them.
    1
  7650. Because stock pumpers like you are trying to defrauded investors with lies. Nope. Not without pushback.
    1
  7651. Always a possibility. The fact that the 9k ton Giga Press has already been shipped suggests at least that challenging piece of the puzzle is falling into place. The giant castings and battery piece are the tough parts. The rest is comparatively easy to get going according to the experts I've talked to.
    1
  7652. Will definitely cover these!
    1
  7653. Hilarious!
    1
  7654. The $2.2b investment (not $3b) was announced before this video was made. An outside infusion of cash like that results in dilution. The number of outstanding shares has increased by hundreds of millions. Shareholders from early December now own a smaller slice of the empty pie tin. Announcements like that often have a "sugar high" that drives the stock up temporarily, as we saw the following week, but it nearly always comes crashing back down, which is exactly what we've seen. It was only about a 15% dilution, but the trading price has fallen by almost twice that. Saudi PIF also owns 60% of Lucid Motors, a company with serious problems I've been warning about since June. The angry gamblers invested in that mess said things to me that sounded almost exactly like the comments on this report. The "crazy lies" I told in June have since proven true and the stock has fallen 56%. I'm trying to help you. If you're in too deep to see that, there's nothing more I can do. This is the water, my horsey friend. Drink deep if you're able.
    1
  7655. There were over a thousand comments that wanted the conversation to continue. I'd be happy to never make one like this again, but when politics spills over into the production and delivery spreadsheet, it barges its way into my wheelhouse and needs to be addressed.
    1
  7656. They do indeed. Now we get to see if their patience is as boundless.
    1
  7657. That's not economy. A Leaf is economical.
    1
  7658. I'm really hopeful we see product launches that don't take 3-5 years from announcement, but my dream scenario is an unveiling ending with "and there are already 500 of them ready for sale today!" One can dream. :/
    1
  7659. Hard to be mad if they're still outperforming the overall market.
    1
  7660. I don't know, but they've also done this in Berlin and Shanghai, which leads me to believe that it's standard practice.
    1
  7661. The trick there is that there's already a shortage of truck drivers, and the trend doesn't look to be improving. Maybe a compromise would be a driver (attendant, really,) in one truck of the platoon, and in more of a supervisory role where road hour limits aren't as restrictive. Then they could get paid 16-24 hours a day, rather than just when they're behind the wheel.
    1
  7662. Smart.
    1
  7663. Thank you so much!
    1
  7664. Only car buyers in America will benefit.
    1
  7665. Have you not seen any of my other recent videos? It's literally impossible to discuss every topic in every video.
    1
  7666. For sure, but it won't make them cost effective.
    1
  7667. Elon owns 23.5% of Tesla. The brand belongs more to shareholders than it does to him.
    1
  7668. I don't understand.
    1
  7669. It hasn't been a shining example of putting his best foot forward.
    1
  7670. Not a fan of that myself, but I don't see them coming back
    1
  7671. No it won't. See how easy that was? Complaints offered without evidence can be dismissed without evidence.
    1
  7672. I believe there are already 7 states that permit driverless vehicles. I'm confident states will catch up more quickly than vehicles can be manufactured, once the tech is ready.
    1
  7673. You are welcome to it.
    1
  7674. Nearly always the morning of the 2nd after the quarter ends.
    1
  7675. Lots of watts per mile.
    1
  7676. You bet!
    1
  7677. That's the same problem we see with a lot of Wall Street analysts. They ask the guy from Detroit to give his report on the ELECTRIC car market in CHINA, and then act surprised when he whiffs it three pitches straight in every at bat.
    1
  7678. Did you watch the video? Good Lord man, not everything is a conspiracy.
    1
  7679. If that was true there would be no policies to dismantle. No, only one party is hostile to EVs.
    1
  7680. It's a lofty goal.
    1
  7681. Thank you so much!
    1
  7682. On a Tuesday, give or take a few days. Best I can offer. :(
    1
  7683. Can you give me an example of what you mean?
    1
  7684. I was mostly being sarcastic. The best X is no X is Elon's thing, and it's possible, even likely, that new Tesla products will make older Tesla products obsolete. Who needs a car when you've got a robo-taxi? Vehicle to grid could replace in-home storage, and even grid storage, but it's unlikely in the short to medium term. What is needed now is an "all of the above" approach which will take decades to smooth out.
    1
  7685. I've never climbed into one, but I'm pretty short, and it looks as easy as a Model X, even when it isn't into easy-entry mode.
    1
  7686. Same boat. I wouldn't pay a penny for v11. V12 is a whole other game.
    1
  7687. It's not so much that they hate them as it is that they love clicks. Anything anti-Tesla rakes in a ton of clicks, and the more dishonest it is, the more clicks they get. Their motivation is money and bad news is a best-seller.
    1
  7688. That's my fear with any of the newer companies.
    1
  7689. :(
    1
  7690. @Slick Salmon FYI it's my biggest video ever. Not even close.
    1
  7691. You know I'm the first to criticize when it's legitimate, but I just don't see it. The complaints I've heard haven't been persuasive.
    1
  7692. EVs are less prone to fire than gas cars. Even the fire-prone Bolt was less likely to go up in flames.
    1
  7693. Where did you hear that?
    1
  7694. Connecting the Dots is one of my favorites. He really goes deep to, as the name suggests, connect dots.
    1
  7695. Okay, Dr. Frankenstein, we get it. ;)
    1
  7696. Wow, thanks!
    1
  7697. I appreciate that!
    1
  7698. Unlikely.
    1
  7699. The stock may be worth 1/2 of it's peak (that IS a fraction!) but the company itself is on better footing than it was a year ago when we saw those all time highs. To imagine it's actually worth less now than it was then, and that the 5 and 10 year prospects have diminished in any way, requires a whole heap of magical thinking.
    1
  7700. It's all about the speed of the interior completion, which the tracker assumes is spread over 4-months from the time the walls go up closing off each area. Regardless of actual completion, the math is hard-coded to show it inching toward completion in mid-March.
    1
  7701. It's his branding. Apparently it works.
    1
  7702. Noted!
    1
  7703. Can't unsee that.
    1
  7704. YouTube is an odd beast. I'm always seeing channels with millions of views where the creator says "only 10% of you guys are subscribed!" and for me it's always been the opposite. My viewers always come back, but YouTube just doesn't show them to anyone else. The fact that I have 200+ videos over this first year, and the mega-fans of the brand still don't know about it is definitely frustrating. The upside is that I have a very high thumbs-up ratio, and the comments are almost universally supportive. I've got it sorted out on my end. Maybe we're reaching the point where YouTube will actually give me a shot. :)
    1
  7705. I put $15k in Tesla stock, and it's worth about a quarter million. Your silly butt can sit down for this one. I'm sorry you got in at a time that wasn't as ideal, but it wasn't for a lack of me educating you.
    1
  7706. Did I ever get permission to use your videos?
    1
  7707. Next time!
    1
  7708. Actually, Lars will be on another panel I'm hosting September 25th in Vancouver BC at EVolution '22, though I imagine that's likely prohibitively far as well. :/
    1
  7709. People do. I find them tiring, but we run 3 thumbnails for every video and YouTube tests them against each other. If that's the one you see, it's the one viewers chose to engage with.
    1
  7710. We joke, but competition is here, and Tesla is still doing fine.
    1
  7711. My pleasure!
    1
  7712. Thanks for the info! That's a LOT of coverage!
    1
  7713. Does make it a bit easier.
    1
  7714. Then why are they about to break ground on a massive expansion?
    1
  7715. Maybe so.
    1
  7716. Who knows where inflation will be by then, but I'd say $60k+ for anything but the last released base model.
    1
  7717. I was listening to the call live and I don't share you're conclusion.
    1
  7718. Validation for sure, though I'm less convinced of the backdoor concern. The software is all written stateside, so I can't imagine how they'd sneak it in, and if they did, how Tesla would uncover it.
    1
  7719. 123kWh/13 is indeed 9. Thank you!
    1
  7720. Appreciate that, thanks.
    1
  7721. Maybe so.
    1
  7722. Thanks so much!
    1
  7723. You and I may need it, but Tesla is looking at the bigger picture.
    1
  7724. Just updated it. Thanks!
    1
  7725. 420% true.
    1
  7726. Definitely haven't heard that one.
    1
  7727. WAY too many unanswered questions.
    1
  7728. It's a bit of work.
    1
  7729. They have rescinded their claims. I won't stoop, not even when the other party is clearly out of their mind.
    1
  7730. Insane, right?
    1
  7731. You bet!
    1
  7732. What is your definition of volume?
    1
  7733. Much appreciated!
    1
  7734. They can use whatever we want to imagine!
    1
  7735. Sure does!
    1
  7736. No, I haven't seen anything that would lead me to believe any part of it was a scam. They're eternal optimists, and that's rarely the best fit for a corporation.
    1
  7737. The airport, just like they do with other stands. Sometimes they'll add a $3-5 surcharge to offset costs.
    1
  7738. Only took us two years.
    1
  7739. Thanks, will do!
    1
  7740. So is can open them on the highway? That doesn't sound right.
    1
  7741. Appreciated!
    1
  7742. Glad to have you as a subscriber, Jon. I've read all your comments, even if I haven't replied to all of them, and it means a lot to me that you find value in these summaries. Thank you, Jon.
    1
  7743. Hot damn, that was a juicy one!
    1
  7744. They may, but not this quarter.
    1
  7745. This channel is about more than Tesla, but this video happens to be very much about Tesla.
    1
  7746. Thank you 😁
    1
  7747. It's like gluten. They don't know what it is, they just know it's something bad.
    1
  7748. I wouldn't say their situation is that bad.
    1
  7749. I honestly expected this would be bigger news to folks. :/
    1
  7750. I drove the same intersection this morning (also in the dark) and it indeed waited for the green.
    1
  7751. That's a dangerous approach where everyone loses.
    1
  7752. Looking forward to seeing you both.
    1
  7753. Definitely not true. You can look it up. Google only has about 1,000 H1Bs. That's less than 1% of the work force. It's possible you're confusing all foreign born employees with those on the H1B visa program.
    1
  7754. This isn't an accident. You'll notice I didn't use any footage from the official Nikola releases, and this is because they have been known to use frivolous copyright strikes to silence their critics. My concern was that they would have the video removed. I haven't heard of them using this method since Trevor's departure, but I wasn't about to risk it.
    1
  7755. Highland doesn't, so it's pretty unlikely.
    1
  7756. You sound terrible at money.
    1
  7757. You need new material.
    1
  7758. Okay then, that was always allowed.
    1
  7759. Doesn't appear so, and no evidence has been presented to suggest it was. The answers have already been presented to you.
    1
  7760. Don't see why not.
    1
  7761. Fingers crossed.
    1
  7762. We mentioned it at the start of several videos, but he's been working in the industry for decades. Simulations, line design, implementation, all of it. He's setup automated lines for compa6all over the world. So not just in the industry, but at the top of it.
    1
  7763. We are all fools on this blessed day.
    1
  7764. Ha ha, nope. It's the president of the Oregon Tesla Owners club.
    1
  7765. I tried that too. That's when I got kicked out and had to pull over.
    1
  7766. Finishing touches. They already have all the pieces needed to begin the production ramp, and with a far greater percentage of localized parts than they did when Shanghai came online. But Shanghai was just making a mirror copy of the Model 3, and later Model Y, where Texas is incorporating enough significant design changes that it requires a whole new validation process.
    1
  7767. I'll take it!
    1
  7768. There's s whole second video explaining this.
    1
  7769. If I had to guess I'd say approaching zero?
    1
  7770. Announcement on that coming in tomorrow's video, but delivery is on Saturday at the Vancouver Tesla location, and there WILL BE AN EVENT for it. The SW Washington Owners club already has an event planned from 10am-2pm at that location, and my delivery is scheduled for noon, so right in the middle of it.
    1
  7771. Hot dog, Unc-Rump. Thanks! There are countless channels that spring up every month trying to cash in on the Tesla tsunami, and mine emerged along with a bunch of them, but most of them are already gone. They were just regurgitating yesterday's news with little if any added insight. Good riddance. It literally takes me an hour for every minute you see published. I research, I script, I record, and then comes all the post-production. And although I'm only making $16/month so far, I have absolute confidence I'm on the right path. Glad to count you as not only a subscriber, but an EARLY subscriber. Thank you for that.
    1
  7772. Can't sell a car you haven't released.
    1
  7773. Bad work. That caliber of wet trash may fly in your Facebook group, but we deal in facts here, and nobody here is slow enough to buy it. Even the haters don't plummet to those depths of pure fiction. Go be weird somewhere else.
    1
  7774. Many of the early adopters who did so much to help Tesla continue pushing forward feel taken advantage of. I can't blame them.
    1
  7775. We'll get to see it in customer hands soon enough, and that will answer almost all our most pressing questions. I have no doubt they'll get cars out to buyers soon enough, even if it's as late as Q1 2022. My worry is that they're not prepared for how difficult it is to move down-market with a mass produced vehicle.
    1
  7776. I tried looking it up before publishing and couldn't find it for the life of me.
    1
  7777. They don't. In ALL ways? Absolute nonsense.
    1
  7778. About 40% is from YouTube ads, the rest is from the couple hundred individual sponsors through Patreon, X subscriptions, and channel memberships. My average supporters are retired engineers.
    1
  7779. Can't wait!
    1
  7780. Crime already happens. There are ways to mitigate it, and technology makes it even easier.
    1
  7781. Let me guess, you didn't watch the video.
    1
  7782. I've read a number of accounts of owners who rely on 110 trickle charging during the week who get by just fine. If you can pick up 40 miles of range with a basic extension cord, you might not even need the SuperCharger. If I had a city apartment or condo where I had no charging at all, I don't think it would bother me to juice up on the weekend while I'm doing my grocery shopping or getting coffee. That's part of living in an urban area is that you probably don't log as many miles anyhow.
    1
  7783. What a horrible thing to say to another person. What a vile existence you must endure to think this is acceptable behavior. What shame on your family.
    1
  7784. Pretty sure that's never happened before, so yes, that would definitely surprise me.
    1
  7785. I'm right there with ya on the hindsight. :(
    1
  7786. Thank you for the encouragement, Geo.
    1
  7787. But Red Bull said it would give me wings. I demand a refund plus damages for emotional trauma, to say nothing of the spinal variety.
    1
  7788. Well at least you were condescending about it without adding anything helpful to the discussion, so that's something.
    1
  7789. I haven't seen any evidence to support this conclusion. Regulatory overreach has been going on for a very long time, and it's never improved as government control changes parties.
    1
  7790. Good to see you again, Scott!
    1
  7791. They are the same clowns, but this time they're going to the opposite extreme and failing to upgrade low-risk companies.
    1
  7792. Because it makes 1% of situations better, but 99% of situations worse. Mark's video went to extreme lengths to isolate that 1% while ignoring the reality. If it was truly a better system, it would already be evident.
    1
  7793. Right on schedule!
    1
  7794. It's more like forever, but you have to keep pouring money in. Major retooling is done about every 5 years and it requires capital
    1
  7795. Elon's megaphone is bigger. It's disingenuous to take issue with one but not the other.
    1
  7796. They're still made out of metal, which is the most recycled thing there is.
    1
  7797. Pretending the major refresh of Model 3 isn't coming feels like a disservice to his audience. Two months ago it was reasonable to be skeptical. Now it's just confusing. Tesla has officially stated the lines are going down for retooling. That's not something they do to change a couple parts.
    1
  7798. You bet!
    1
  7799. Love to hear it.
    1
  7800. Which industry?
    1
  7801. Love how he just can't do the hair and beard. Can't blame him, it looked itchy from here.
    1
  7802. Glad you think so!
    1
  7803. It reads more like lazy reporting to me.
    1
  7804. @intimidatortj It's at least as roomy as a Miata.
    1
  7805.  @Bills-R-Electric  Absolutely! But it doesn't have to sell in CUV numbers to be a success. If they can reach volume production at the prices they're targeting, they're likely to survive into their next models.
    1
  7806.  @jonsek  More practical, and more comfortable than a Miata too, since it's a truly enclosed cabin.
    1
  7807. Have they clarified this? If this is the case, they're in trouble, because even if it's 10x safer than a human driver, the premiums would wind up costing more than what buyers paid for FSD.
    1
  7808. Zoom out. Oil gets trillions and it's NOT from taking capacity offline alone.
    1
  7809. Stocks often move in anticipation of gains. The question is when will the market price it in.
    1
  7810. I can see it.
    1
  7811. They aren't publicly traded, and there's no funding round open. Be careful with accusations like that.
    1
  7812. I don't think so. Have to really put pressure on there to latch it.
    1
  7813. Experts, man. I quote 'em all!
    1
  7814. No problem 👍
    1
  7815. It does sound a bit extreme. 100M seems like a prohibitively large number for something considering the high cost of things made in the US, especially then.
    1
  7816. Trying to keep it interesting.
    1
  7817. Bulls don't care. The fundamentals have only strengthened.
    1
  7818. Will be covering it.
    1
  7819. May be you'll never be able to get one.
    1
  7820. Absolute nonsense.
    1
  7821. Still appears to be a strong contender.
    1
  7822. It's just how we say goodbye. ;)
    1
  7823. They're doing fine. They're still going to win, but American businesses will suffer as they fall behind the rest of the world. Maybe you're happy forfeiting the global market to China, but I'm disappointed we chose to surrender.
    1
  7824. Most of the world quotes retail prices with taxes included. The US uniquely does not.
    1
  7825. My teenage son was working the camera. He is not a professional. I make significantly less than minimum wage on this channel, despite having published hundreds of videos over the past 16-months. Other Tesla channels never leave the office, and still have $1,000/month sponsors. I do not have either luxury. My resources are not merely limited, they are non-existent. My YouTube revenue last month didn't cover my heat and water bills. I'd love to be the sort of professional you want me to be, but I'm one unexpected home or auto repair from having to give up on the channel to take a job at Walmart. I'm not asking for your money or your support, I'm just asking you to cut me some slack.
    1
  7826. Once I realized what I was looking at, I figured it needed to be covered.
    1
  7827. Yer Mom is clearly fraud. I know, it makes no sense, but that's literally what it sounds like.
    1
  7828. Glad it was helpful! I keep a wishlist of interviews and I periodically update the questions. He's been on that list since day one, so I've wanted to hear some of those answers for over a year.
    1
  7829. You should check that.
    1
  7830. People want to fuel up when it's convenient. I definitely feel that way. That's why I plug in at home
    1
  7831. It's an uphill battle.
    1
  7832. Lol
    1
  7833. What advantage is there to a due north orientation?
    1
  7834.  @MM-fe9mz  I've read that rumor before, but it doesn't make sense to me. Shanghai isn't aligned due north.
    1
  7835. That would be several levels up.
    1
  7836. They'll try, but we'll see if it works.
    1
  7837. I lived in China about 20 years ago, and I don't think I ever saw the sun until I got awfully far out of the city. You can see the blue sky now. It's very different.
    1
  7838. They are genuinely the worst. I'm sure they have legit complaints, but you can't find them when they're buried under a mountain of lies. And how can I trust anything they say?
    1
  7839. I almost made a video debunking that wet trash, but others have done it far better than I could have.
    1
  7840. You'll get a notification on your phone, and when you go look at what software version you have in the car (or on your app) you'll see what version it is.
    1
  7841. Entirely possible.
    1
  7842. Noted!
    1
  7843. Glad it was helpful!
    1
  7844. 20x less likely to burn than a gas powered car. Not sure what more you want. Cybertruck that got blown up didn't suffer a battery fire.
    1
  7845. Isn't it crazy? Some VERY respected prognosticators are still predicting a flat ramp moving forward, and I can't see how that's going to happen. It doesn't make sense. The chemistry is there, the market demand is there, all they need is to build and sell them at a profit... I know one company doing that. ;)
    1
  7846. It isn't the manufacturers making that claim. It's the researchers who developed and lab tested them.
    1
  7847. Recently.
    1
  7848. You're welcome!
    1
  7849. You bet!
    1
  7850. Duly noted. I'll add them to my list. Thanks!
    1
  7851. That's the landlord taking a big chunk. This building charges at 19-cents.
    1
  7852. Glad you like them!
    1
  7853. When is someday? So yes, but it might be 20 or 30 years.
    1
  7854. I'm not aware of any dividend plans. The stock splits are classed as dividends, but they don't pay out in dollars.
    1
  7855. That's not quite how robotics works. Purpose built machines are still the best solution for the vast majority of the process.
    1
  7856. What an odd thing to do. Have to wonder why they did that.
    1
  7857. Because we saw things in Tesla years ago that others couldn't. We invested when others were too easily blinded by the nonsense. We sound like this because we still see things you don't. If you listen to us and look into what we're saying, you will see it too.
    1
  7858. 90 guesses. Not too shabby!
    1
  7859. That's literally what my buddy said to me when I bought in May of 2019. Think of all the ten for poles he could buy if he had followed my lead.
    1
  7860. I literally can't imagine viewing the world through your eyes.
    1
  7861. Absolutely!
    1
  7862. You bet!
    1
  7863. Could serve a variety of purposes.
    1
  7864. To be determined. If they do go that route, they'll be very small compared to the consumption of the truck, but I still hope to see it happen.
    1
  7865. Fair.
    1
  7866. It's easier to get into than a Crown Vic. The seat may be lower, but the door opening is substantially larger. Keep it real.
    1
  7867. Wow, thank you so much!
    1
  7868. They have among the lowest recall rate in the industry. This is a good thing.
    1
  7869. Storage is already around $8-10b/year. Add 70% to that next year and you're looking at more like $17b. It was $2.2b in Q1 with a margin of 24%. That's $5.8 million in profit per day.
    1
  7870. You wanna get on topic or just here to troll?
    1
  7871. FIVE DOLLA'S!?! I ain't payin' no five extra smackeroos on no truck!
    1
  7872. You should tell them that. They're the ones running commercials saying it the way that you find upsetting.
    1
  7873. Marginally, perhaps.
    1
  7874. Thank you, Flash.
    1
  7875. Good point!
    1
  7876. Would need to extend awfully far back.
    1
  7877. AI thinks of fingers like trees. They come in bunches, right? Like palm trees, you may see just one, or who knows, it could be dozens.
    1
  7878. Glad you enjoyed it
    1
  7879. It's just aging, my friend. It happens to all of us, if we live long enough.
    1
  7880. Many would-be buyers disagree, and it seems Tesla disagrees as well, since they're planning to roll out more to fill all the major market segments in coming years.
    1
  7881. Isn't that only on their tires?
    1
  7882. Will be a thing of beauty. Do you remember where you were when you saw your first Camry? Your first Acura? Maybe not. I don't remember where I was when I saw my first Model S, but I remember my first Roadster. Can drop a pin on the map and tell you it was northbound I-5 just past the Mercer onramp. I wager most folks will remember the first time they see a Cybertruck in the wild. There's no logo because it doesn't need one. You will only have to ask once what it is.
    1
  7883. I post those kinds of videos pretty frequently. It's getting very good, but the version rolled out publicly is not quite ready for unsupervised.
    1
  7884. Well said!
    1
  7885. Thanks Boss!
    1
  7886. Thank you for this, by the way!
    1
  7887. All new tech faces that sort of denialism. My mom had a coworker in the early 2000s who flat refused to participate in email and she'd been there long enough she really thought she could get away with it. When the next round of layoffs came, she was out.
    1
  7888. Appreciate that Steve, that's exactly what I'm going for. My news roundup aims to likewise save time.
    1
  7889. That possibility is VERY uncertain. There are those in congress who have made it clear they will not permit such a credit, and the balance on such matters is precarious.
    1
  7890. I think they need the production too much to close any factory at this point. While Fremont is less efficient, and thus produces slightly more expensive vehicles, the margin is still there and the demand isn't slowing down just yet. If the new EV tax rebate becomes law, it's likely to boost demand significantly, which would mean they need every last car they can possibly build rolling out.
    1
  7891. That's hilarious.
    1
  7892. Not that I know of
    1
  7893. Tasks that can be handled by extremely specialized robots are already in use. Some tasks are more general. For those there's Optimus. Small fab shops can't utilize the hundred robots they might need in the course of production.
    1
  7894. Absolutely!
    1
  7895. They plan to on robotaxi. :/
    1
  7896. But you are clever.
    1
  7897. Wow. Gas is awfully expensive in Alaska. Especially considering the electricity rates are downright reasonable.
    1
  7898. Thank YOU!
    1
  7899. Couldn't agree more!
    1
  7900. For sure!
    1
  7901. Thank you very much!
    1
  7902. I asked them how much they know about the Cybercab, and the answer was virtually nothing. I let them ask me anything, and we spent a good 15-minutes on that.
    1
  7903. I'm showing you what accountants have to say so you recognize that the overwhelming majority of what you've heard about this story is uninformed nonsense.
    1
  7904. Or Walmart!
    1
  7905. They literally don't. If you want people to hear you, you need to say things that aren't ludicrously dishonest.
    1
  7906. The vast majority of DOE loans are repaid with interest.
    1
  7907. He's not doing any of those things. X bans have tripled since the Twitter days, meaning he's only protecting the kinds of speech he personally approves of. He's not auditing anything, he's just cutting based on line items and brief descriptions without regard for the "why" of it all that would explain it in the first place. And firing people for not responding to an unofficial email over the weekend isn't how you found low producers, it's how you pretend to justify grounds for termination. Being exceptional in one field doesn't mean you're automatically great in other fields. I've seen actors make music and it's almost universally dreadful. I sure as heck wouldn't want my mechanic performing surgery.
    1
  7908. But not as strong as it could have been. That's the part that's harder to measure.
    1
  7909. I've seen nothing that would suggest this.
    1
  7910. I can't see how that would happen.
    1
  7911. BOOM!
    1
  7912. If you're not a shareholder, you can boycott. If you are a shareholder, send a letter to the board of directors.
    1
  7913. Awesome, thank you!
    1
  7914. Great info, thanks!
    1
  7915. Maybe.
    1
  7916. You have better odds of winning the lottery. If you play the lottery, this may sound terrifying, but the idea behind the math is that the odds are low enough that they round to zero until you include an awful lot of zeros after the decimal point. The odds are never zero. Someone could also light a flare inside a rail, bus, or car tunnel. That's why all the additional safety protocols are in place. You already know all that though, I bet. You just wanna pop a comment on an old video and think of it as a mic drop. I study this topic closely enough to spot nonsense a mile away, even underground.
    1
  7917. Glad it was helpful!
    1
  7918. LFP patents prohibited deployment outside of China until last year. It's now in US made cars, but that's new.
    1
  7919. I'm not sure of a good way to do that.
    1
  7920. This is the big takeaway.
    1
  7921. I was in San Diego last week. :( I announced my destinations last month.
    1
  7922. 100% myth.
    1
  7923. I'm sure people smarter than us will figure it out.
    1
  7924. Do you think it failing the vote will help or hurt the stock?
    1
  7925. Thanks!
    1
  7926. Surprisingly accurate.
    1
  7927. It's tough to say, since it would be a different car. You could just make the floor another 6"-8" higher, though that wouldn't be ideal for some buyers. Just stuffing in a bigger battery would change the shape of the car and if it isn't cutting into the cabin, it would eliminate a lot of cargo space. Performance would be significantly impacted due to all the extra weight, and of course the price would be a lot higher too. An extra $15k is my estimate. I imagine they've run the numbers on what the market would be for a car like this, as every manufacturer has. It sounds like an easy market advantage for someone looking to bite into Tesla's sales. If it was a clear cut sales winner, surely Hyundai, VW, BYD, or someone would have a model like that. Then they'd also take twice as long to charge. Not as big of a deal at home, but a lot less convenient at the kind of public station you'd be likely to use while making a road trip where a pack that size would really come in handy. I'm sure we'll see them soon enough. Maybe not in the next few years, but I can't imagine we'll have to wait more than ten to get something like that.
    1
  7928. It appears most international trucks are 24v, with most US trucks being 12v.
    1
  7929. It's a bull video. There's no disguise. I was being cheeky. It's a recurring theme on the channel. ;)
    1
  7930. Our pleasure!
    1
  7931. Autopilot isn't a chauffeur. Pilots can't leave the flight deck. This lightens the mental load and allows you to arrive at your destination fresh.
    1
  7932. The only thing I say about robo taxi is that I'll believe it when I see it.
    1
  7933. He's got older kids in the mix though, with two in the roughly 16-18 range.
    1
  7934. Dealerships paid more than rental companies. They couldn't get ANY cars. THAT is betrayal.
    1
  7935. Glad you got something out of it. A lot of channels aren't able to leave the studio, which leads to a lot of reporting on reporting, and speculating on rumors rather than finding people who actually know what's going on. This trip was the most informative one I've ever had (in any profession!) and I'll definitely be going back.
    1
  7936. Our pleasure!
    1
  7937. Always a battle.
    1
  7938. I'm so sorry to hear this William. You'll be on my mind today.
    1
  7939. Thanks!
    1
  7940. Unlike legacy auto, Tesla is not only aware of the challenges, but working aggressively to remain a market leader.
    1
  7941. That's literally what I said.
    1
  7942. I think the authors are more interested in clicks than anything that deep or sophisticated.
    1
  7943. I was invited to this, but was already committed to the road trip in another state at that point. Very disappointing. Lot of really amazing people there.
    1
  7944. That's astronomically unlikely to pass. If that happens, the health of a car company would be the least of our concerns.
    1
  7945. Got 12.3.3 last night. It's a small improvement for me. Much smoother, but still some disengagements.
    1
  7946. That's not s thing.
    1
  7947. Very fast!
    1
  7948. A caller on Car Talk once asked if he should buy an older car he could fix himself and the hosts agreed it was a bad idea. Sure, you can fix it, but you'll also be doing so all the time.
    1
  7949. Not sure how that makes sense since Giga Shanghai is still running at full capacity.
    1
  7950. Maybe you'll feel different when you're older.
    1
  7951. I've been pitching the extra arms for ages. It just makes sense to me.
    1
  7952. Might be in that area on our drive back from Michigan. I've let the boys pick our stops along the way back, but they haven't let me know where they'll be just yet. Stay tuned!
    1
  7953. Nope, didn't get on stage. Pretty unfortunate.
    1
  7954. That's a solid idea right there. Berlin and Texas will ramp faster than Shanghai because phase 1 of Shanghai was very small in comparison. Much smaller footprint, and almost entirely one floor. Berlin & Texas are almost as big as ALL phases of Shanghai combined, so they should be able to do it... twice as fast?
    1
  7955. CITATION NEEDED
    1
  7956. I wonder if it worked in my favor in that he wasn't quite as on-guard as he might have otherwise been. In any case, I'm just grateful he was able to spare the time he did.
    1
  7957. Much appreciated.
    1
  7958. They own their showrooms though. I don't think there are any channels to stuff.
    1
  7959. It's how many of the world's most successful people keep a healthy and balanced diet.
    1
  7960. If you're good at what you do, there are better companies hiring, David. I am fair to a fault. Business Insider has a news division, but it's drowned out by clickbait nonsense. Don't fall for it. You're capable of better.
    1
  7961. Very cool! Are they going electric?
    1
  7962. Yep!
    1
  7963. Advertising? What is this advertising you speak of? Why would people not already know about our product? /s
    1
  7964. Probably true.
    1
  7965. You bet! Thank you!
    1
  7966. Did you say data, or data? It's important.
    1
  7967. A fantastic idea, but too complicated for my limited time available. :(
    1
  7968. Glad you enjoyed it! I get a few odd comments telling me to knock it off, but 15-30x as many telling me to keep it up. I figure there are plenty of super dry Tesla channels, why not see that vacuum as an opportunity to be myself. ;)
    1
  7969. They plan to add them later.
    1
  7970. I did. I believed the cabin wouldn't need a stamped, structural component.
    1
  7971. Thanks 👍
    1
  7972. I think they do as well.
    1
  7973. Always.
    1
  7974. Just pulled up the order page in China. The dark blue is not there.
    1
  7975. I think you're probably right on all counts.
    1
  7976. Those aren't added until you've put all the HVAC/utility holes.
    1
  7977. Thank you very much!
    1
  7978. The original Tesla Roadster had V2G, but no one used it.
    1
  7979. While possible, it's exceptionally unlikely. The marketing value of the drones is greater than a half-dozen Super Bowl ads.
    1
  7980. I appreciate that, thank you!
    1
  7981. I can't imagine you're posting anything that YT would remove before I see it, and I don't recall ever removing anything of yours. Tough to say, we don't really get to see a lot of what goes on behind the scenes.
    1
  7982. Will do!
    1
  7983. I've known successful people who didn't own cars, and rented for the rare cases they needed to take a road trip. Most people will never tow, and most people don't own boats.
    1
  7984. That would be great if that was enough. Unless they get serious, that will only prolong their demise.
    1
  7985. I was asked by someone at the partyif I worked for Tesla and I said "not directly, no." He was satisfied with that answer.
    1
  7986. Only if they can sell them at a profit.
    1
  7987. Who will buy the best selling car in the world? People, I guess. People of all kinds. So your car is, what, a glorified go kart?
    1
  7988. Awesome thank you!
    1
  7989. That would hurt other companies a whole lot more than it would hurt Tesla.
    1
  7990. Glad you like them! I've got a killer one I'm working on right now. Not a comparison but one of my math videos. I'm pretty excited about it, but the work is kicking my butt.
    1
  7991. Congrats!
    1
  7992. Laxy headlines.
    1
  7993. Sounds right.
    1
  7994. Super fast.
    1
  7995. Why won't anyone think of THEM?!?
    1
  7996. I'd give that 100:1 odds against. Practical or don't even bother. That's my thought. What do you think? Would they?
    1
  7997. I'm not glad they went broke, but as you suggested, it was a pretty clear inevitability.
    1
  7998. Delorean never had $36B I'm the bank. No one believes a story that transparently stupid.
    1
  7999. I'm not aware of an interior or wheel upgrade. The rest of those didn't ship with it so they're a bit hard to count. It's an early adopter premium. I'm okay with that and so are those who bought it.
    1
  8000. You bet!
    1
  8001. We both disclose that. Congratulations on reading my About tab.
    1
  8002. Not a reminder as much as a requirement.
    1
  8003. We do data and reality here. People who are fact-averse aren't likely to understand how we work. There are plenty of pure commentary channels that don't connect the dots with research, but anyone who's been here more than two videos knows that's not how I operate.
    1
  8004. YouTube doesn't, and as a result they really don't put them in front of as many people. It's a painful conundrum. Good content can only go so far when YouTube won't share it. :/
    1
  8005. Doubtful to me. Stationary versions could be considered, but wide, general utility is the crucial differentiating factor.
    1
  8006. Weird you left Uruguay and Spain off the list. It's almost as if you're trying to distort the facts.
    1
  8007.  @rathje04  I later found out the whole problem in Texas came down to one person who really had it in for me. He must not have realized that the content producer community is fairly small, and we all talk. Unfortunate, but there was no way I could have known in advance that feathers had been ruffled.
    1
  8008. You have to watch the video first. Your math is bad and you should feel bad.
    1
  8009. The brand. Branding is powerful.
    1
  8010. I considered that he might have been pre-arranged, but not by Tesla. He was very clearly a Lucid employee. I concluded he wasn't sent out to talk to us because he was working in an area Bear never parks to get footage, and if you were going to pick a spokesman, it would not be this guy. I could be wrong, but those are the reasons that led me to the conclusion.
    1
  8011. Slowly, I imagine.
    1
  8012. Simone is just plain wonderful. Her robots will change the world. Maybe even not for the worse.
    1
  8013. No problem, Mr. Merwood. When it comes to footage inside the factories, you can find nearly all of them on Tesla's own YouTube channel, though some of them are on their China or Germany channels. You'll see the same footage across tons of our channels because it's the best (and only) B-Roll that's available. Tesla COULD choose to take them down via copyright, but like nearly every auto manufacturer, they don't. Like you said, we're advertising on their behalf. When they were small, they let all kinds of YouTubers into events. I was one of only two content producers who went to Texas but didn't get into the massive Cyber Rodeo last year. At the recent Investor Day, there were about 3 channels that managed to get in, to the exclusion of the other 2-3 dozen of us in town for it. It's pretty frustrating for me as a long-time fan an investor, but maddening as a content producer with more than 600 videos since 2020 showing all the amazing things they do. I've covered other companies in my career, and I've never encountered one so averse to supporting those with an audience as Tesla.
    1
  8014. Glad it was helpful!
    1
  8015. I'll take it.
    1
  8016. She's such an amazing resource.
    1
  8017. That means a lot coming from you. You've been here since dang near the start. Can you pinpoint what's improved?
    1
  8018. I plan to be out there around the 8/8 event.
    1
  8019.  Confucius Say  Had a 325ci back in the day. Never have I been more eager to get rid of a car when the warranty was about to expire. The third water pump didn't go out on me though, so that was nice.
    1
  8020. Wind resistance is higher for both types of vehicles. It's just that the efficiency of gas engines is so terrible at low speed it's hard to ignore. It's still cheaper to power an EV at highway speed than a gas car.
    1
  8021. Don't know anything about that, but lithium has been found all over the place.
    1
  8022. Extremes of anything are generally bad, but when it comes to literal crimes, there's no way to justify it.
    1
  8023. Dots is a very clever analyst.
    1
  8024. I hope you're right!
    1
  8025. I don't know about max AC, but a quick search says idling cruisers burn about a half gallon an hour. I assume that's without AC because those big engines are thirsty.
    1
  8026. Left it in because it's fun. But seriously, if you're at an event in Federal Way, Washington, it's appropriate for a non-local broadcast to say "I'm in Seattle," but if you go a mile south, you'll definitely want to say you're in Tacoma. It's enough of a major city that you'd want to use it as your landmark. I'm not sufficiently familiar with Michigan to know if Novi is big enough to say that on its own, or what the most appropriate thing is. Best to double-check with the locals.
    1
  8027. Could you imagine if words had meanings, and people were expected to use them correctly? Wouldn't that be BIZARRE? I'm not asking you. Clearly that's beyond your area of expertise. I meant it more for anyone else who might read this. The word "shill" has a definition, and I don't fit it, my friend. I've been trying to get in to a Tesla product launch even for almost five years now, and I've yet to get the nod. If I'm a shill, my contract must be the worst one ever written. Or maybe it's because I REGULARLY criticize Tesla when they don't live up to the promises of their products and services. Dunno, just spit ballin' here.
    1
  8028. It's the perfect place to host a show like this!
    1
  8029. I know how they're SUPPOSED to work. Lucid is only now figuring it out. That design is great for racecars where you have an entire tech crew to make massive repairs, but it's unacceptable on a consumer product. They set out to build a car without compromising efficiency or performance, but in doing that, you have to compromise elsewhere. This is what you get.
    1
  8030. How is that possible when HW3 got the first round of updates until 6 months ago?
    1
  8031. I always said thet didn't. I was mistaken.
    1
  8032. Sure you have. It just depends on the size of the hat.
    1
  8033. Thanks 👍
    1
  8034. Such bots already exist, but they aren't multi purpose.
    1
  8035. Because this is a solution unrelated to the problems causing that.
    1
  8036. I feel like that's where the real value is. If we only talk about the comments we like, we can't grow as viewers and investors. It's important to address the concerns head on and provide context so that you can determine how valid the complaints actually are.
    1
  8037. You can't introduce new share classes after IPO. It's either give him more shares or buybacks on the order of $100b+. He could just purchase the shares if he's that worried. He's way over 25% at SpaceX.
    1
  8038. Mandates already exist. Millions of them. They relate to safety, efficiency, everything. I support mandates because their are stubborn dinosaurs who don't care about the future, and for some of them, being awful and vindictive is part of their identity. Those are the people who need to be dragged, kicking and screaming if they prefer, into the future. The decision to follow the CARB standard was already approved by the legislators. It had popular support. The Governor has chosen to unilaterally opt out using a loophole. He's subverting the will of the electorate. You'd think people would care more about that.
    1
  8039.  @jeffbransky7966  As soon as I think? When do you think they'll be producing cars?
    1
  8040.  @jeffbransky7966  PLEASE LOOK AT THE VIDEOS. The math is all explained. It starts with site remediation and moves forward from there. Start here: https://www.youtube.com/watch?v=UxjEzlRJ-EI If you want to complain, you need to first understand what you're looking at. This is very poor form, sir.
    1
  8041. Sure.
    1
  8042. Do you have one, or aspire to have one?
    1
  8043. Thanks so much!
    1
  8044. Airbags will deploy just like they already do on the passenger side. It's just two passenger sides.
    1
  8045. That's huge.
    1
  8046. That's not how you transact a rebate eligible sale. They're all verified prior to disbursement.
    1
  8047. I've been trying to explain this. It's what they've always done to maintain margins during the early part of the ramp.
    1
  8048. I've read this claim before, but it doesn't quite make sense. The Shanghai property as built isn't oriented true north/south, but aligned with the plot of land. I don't know why robots would care about the polar direction. At least in Fremont they follow painted stripes on the ground. In either case, the new land in Shanghai, assuming this is the correct one, actually is a block with its perimeter following long/latt lines. If anything it will help satisfy Elon's OCD that much better. ;)
    1
  8049. They hated him years before he got political. You can't ignore the timeline.
    1
  8050. Surely drivers can bring their own.
    1
  8051. The plaintiffs won that case. The court has asked the parties to agree on a settlement. If they can't, the court will decide. If they don't come in REAL low, Tesla will just appeal it.
    1
  8052. It costs nothing to unlock software either.
    1
  8053. Thanks!
    1
  8054. That's more important in a gas car where all the weight is over the front wheels. Not as important on an EV.
    1
  8055. We have no information about rear seat headroom, but it's at least bigger than most cars. Will be interesting to see.
    1
  8056. Very low. I showed the flood map a few months back (maybe 6 months now, I don't recall) and it's not a serious concern. The river is right there, but it's not nearly as high as the grade of the factory. In order for the factory to flood, the entire plane and the city itself would have to first be inundated. While not impossible, it's exceptionally unlikely.
    1
  8057. Naw, they're just incompetent.
    1
  8058. I appreciate that!
    1
  8059. Even with my heater blasting, my studio (which as David knows might as well be outside) hasn't been above 40F in weeks. During this morning's recordings with Herbert it was 36F.
    1
  8060. Except that it was in regards to every cotton other than US grown. What are you even talking about?
    1
  8061. Don't know why it wasn't suggested. :(
    1
  8062. Because the market is a bi-polar psychopath. That's my best guess.
    1
  8063. That's the charger port on MIC Model 3, and likely also the Y. I believe it's a dual SC and CCS port so Teslas can charge on other networks without an adapter. I'd love to see them do that globally.
    1
  8064. Which things are more your cup of tea?
    1
  8065. As extreme as this example is, it doesn't make me think (much) less of them. This is a bump in the road, but at the same time, it's rock-box-dumb to see too many Teslas and scream "no demand!" while also seeing empty lots and screaming "no production!"
    1
  8066. That's how averages work. If you get an expensive company car, you don't need to buy one at home. Doesn't mean executives were going to buy a Dacia if they were compensated with cash instead of benefits.
    1
  8067. Welcome aboard! I was offline when Electrified gave that AMAZING shout out, so you can imagine my surprise when I got back online a few hours later and saw things had... changed. Pretty exciting. I'll have to pop over there and thank him personally for it.
    1
  8068. He's a lot of fun, and really knows his stuff.
    1
  8069. In history? Surely doesn't even make the top 100. There are some truly catastrophic disasters throughout history. Today though? That could be argued a little more easily. They do some good work, but they use that to also do all the truly terrible work, and I would argue that isn't better.
    1
  8070. Seecubed? Seek Ube'd? Seaquebed?
    1
  8071. That's true once it takes root. A lot of the areas they hydroseeded never got established before they died, which is why a rainfall only brings back patches.
    1
  8072. Everyday people can't afford lobbyists.
    1
  8073. Go on then. What might it be? Anyone wanna be my exclusive?
    1
  8074. Definitely not. If misinformation was actionable, Elon would be the biggest target of all. There's nothing illegal about this video.
    1
  8075. We don't know if it will expand to all models. If probably won't if it costs more to make because very few people actually need that benefit.
    1
  8076. The darkness in your heart clouds your judgment and holds you back. I hope you find the peace you're after before it's too late.
    1
  8077. Says the person with insufficient experience to know it. I've owned Lexus, BMW, MB, and too many other brands to mention, and it's by far and away, hands down, the second best car I've ever owned. Better than the Lexus because tech has steppe forward, but the Lexus was way ahead of its time in the 90s.
    1
  8078. You bet, more to come!
    1
  8079. It's value is not $100B, but it's also not zero. It's somewhere between the two, closer to the latter. They do produce trucks, and it seems they work as expected. That has value. The question is what the company is actually going to be worth in 3-5 years. There is more upside than downside, but the downside is still very real.
    1
  8080. That would be a pretty massive "get" for a channel like this.
    1
  8081. What better way to make your cars stick out than by poking 15-feet into the area where people are trying to drive?
    1
  8082. Glad it was helpful!
    1
  8083. You and me both! They are moving very quickly.
    1
  8084. We're doing our best, but we don't get any support.
    1
  8085. You bet! We still need to connect in person!
    1
  8086. What are you considering "phase 1"? Because it looks like they're building the whole shebang at once.
    1
  8087. Ayup. It's the only place in the US with enough space, unless they expand Giga Nevada, which doesn't appear to be happening.
    1
  8088. So glad!
    1
  8089. Yes... more than a fair counter, right?
    1
  8090. It's not so much that I missed them than early attempts to include them made the math impossible without layers upon layers of adjustments. It's meant to be more of a high-level overview than a definitive work on the subject.
    1
  8091. Do you mean trial production or full production with customer deliveries? Limited trial production has apparently already begun, and I expect the customer production ramp to begin in the next 6-8 weeks. Long before the entire building is "done".
    1
  8092. If that's the concern, they'd just stop selling them and keep them as their own robotaxis, or only make FSD available as a lease, so revenue would still be recurring.
    1
  8093. Good perspective, thanks!
    1
  8094. Not even to be reckoned with?
    1
  8095. Oh yeah, he did make it out for that one. That was a great evening.
    1
  8096. They've gotta be tugging your chain. There's just too much footage out there.
    1
  8097. Ha!
    1
  8098. The HQ move was already in the works. There are a dozen reasons Tesla prefers Texas. If that was the real reason, he'd be unfit.
    1
  8099. If you prefer confident liars, go support those people. They're abundant on YouTube.
    1
  8100. Thanks 👍
    1
  8101. Is it "woke" that's the problem, or just that he often posts on X without considering what he's saying and who he's boosting?
    1
  8102. That's tragic and hilarious.
    1
  8103. Right? That was a common refrain due to safety concerns, and it sounded plausible at the time. Nearly every front fascia in the industry is plastic.
    1
  8104. They do, it's just that they aren't as noticeable.
    1
  8105. Yes indeed!
    1
  8106. Apart from the humor, which I always try to make clear, I do my best to stick to the facts.
    1
  8107. Glad you enjoyed it!
    1
  8108. In Texas, big rigs can legally do 70 (112kmph), but I was referring to cars, specifically the Model 3. That can legally go 85mph in parts of Texas.
    1
  8109. They know their shareholders care more about next quarter than the long term survival of the company.
    1
  8110. Boom!
    1
  8111. Thanks!
    1
  8112. I would like to argue, but I can see where you're coming from. You're saying 4 existing plus 1 announced, plus 6 more, for a total of 11. To think 11 factories would make 20m cars is NOT crazy, or if it is, it's crazy high production. Tesla does rock the production, but asking each factory to produce 3x more than Ford does with SIXTY assembly plants is a big ask.
    1
  8113. I sent Randy the report. He declined to address it. The government already picks winners and losers. It does that every day. It's okay to pick some actual winners this time.
    1
  8114. Sure, we could spend $6 billion to relocate production, or we could not be dicks about it, which is free. As an investor, I think the free option looks a lot better.
    1
  8115. 😢
    1
  8116. It’s all in good fun. I felt it was clear it was a term we hadn't seen, not that it was used in error.
    1
  8117. It's the wrong question. You can get a 48 megapixel camera on Wish for $114, but an 8 megapixel Sony will be at it every time.
    1
  8118. So anxious about it! Got the trade-in dealt with, have the title and cashiers check in hand, but I still can't believe it's about to be real. Less than 26-hours to go!
    1
  8119. I don't think so. My car is face-rippingly fast, but it's too quiet to overcome my shockingly disappointing wing-wang stats.
    1
  8120. I does whats I cans. ;)
    1
  8121. Right? Those claiming they fail quickly/always have a lack of robust data as well.
    1
  8122. Then they should have used a self-driving car. Have you stopped to wonder why they didn't? Mark has access. It would have taken no more effort, unless they tried it that way and it didn't make the video they wanted to show.
    1
  8123. I think he's a pretty reserved person overall.
    1
  8124. Likely, but shorter than what? If it cuts a million mile battery's like in half, who would even notice?
    1
  8125. Will do!
    1
  8126. The supports just aren't in place. We need child care and other supports as well. We ask people to be responsible, and the choice to put off starting a family is often the financially responsible thing to do. We don't get to punish having kids, and demand people be responsible about it, and then act surprised when they do exactly that.
    1
  8127. How can there be a delay if no timeline has been mentioned.
    1
  8128. There's a MUTE button that should do exactly that.
    1
  8129. Coming soon!
    1
  8130. Not sure what video you saw. The only ones I've seen were where the deer bolted across traffic out of nowhere. Humans also hit the deer in that situation because they move very fast and can change direction quickly, and often unpredictably.
    1
  8131. Generally best to avoid smoke clouds.
    1
  8132. Excuses for who? Samsung?
    1
  8133. Glad it was helpful! It was a common complaint in the comments of the various drone channels, and seemed like something that needed to be addressed.
    1
  8134. Glad you enjoyed it
    1
  8135. Glad you enjoyed it!
    1
  8136. I've had one already. Definitely taking the "supervised" part of it to heart.
    1
  8137. You want jokes peer reviewed prior to publication?
    1
  8138. Oh there's PLENTY of those comments here. They wasted no time at all.
    1
  8139. 👆this guy!
    1
  8140. Thanks, I'll do m' best!
    1
  8141. You gotta REALLY want to dent a CyberTruck.
    1
  8142. Startalk isn't mainstream media though.
    1
  8143. I have also had poor results in inclement weather.
    1
  8144. My first two were as well, but traction issues vary widely by geography. Some places are flatter, steeper, more prone to wetter (slipperier) snow, or have none at all. Important to cover as many bases as possible without overbuilding to meet every remote use case.
    1
  8145. My pleasure!!
    1
  8146. This is covered in the part 2 video that came out a day after this one.
    1
  8147. I support the workers, but not Shawn Fain. Saying "my way or the highway" is not a negotiation. If the UAW gets all their demands met, it will be a pyrrhic victory. The companies might survive, but the plants would not. The problem with the recent profits is that the future is electric, and they are NOT profitable products at the Big 3. Internal combustion represents all the profit, and its days are numbered.
    1
  8148. Which one?
    1
  8149. Who are you talking to? I've been saying this for as long as I've had this channel, but for 15 years before it.
    1
  8150. I don't imagine a conversation happened. That appearance was pretty neutral. But after the backlash, there's no telling how he'll respond.
    1
  8151. I don't think it's ugly, just a bit boring. Porsche proved you can make a work of art that still has great aerodynamics.
    1
  8152. Not one of them, not even once.
    1
  8153. There are videos of it online, but I'm not sure you want to spend your time doing that. ;)
    1
  8154. Hope so!
    1
  8155. He might be on three of them. Who am I to judge?
    1
  8156. Thanks and welcome to the channel!
    1
  8157. All car are lawsuits on wheels.
    1
  8158. It set a dangerous precedent.
    1
  8159. It thought my backpack was a person, despite how light it is, and it regularly thinks my son sleeping in the 3rd row is two people, one of whom is unbuckled.
    1
  8160. All true. And the factories are never "done" even when they run out of land. Except in Nevada, where optimization did the heavy lifting.
    1
  8161. Worse. They leave them on display where we can all see that 30% of their 2023 deliveries are already baking in the sun.
    1
  8162. @toby9999 Correct. It's only for one component of the battery, while the entire battery will still be made in the NW corner of the main building.
    1
  8163. Right? Sounded like they were talking, but nope, just a misplaced comma.
    1
  8164. It will take more than ten years just to build out the infrastructure. Meanwhile there are over a half dozen companies already road testing BEV semis in real world environments. The logistical challenge of accommodating a whole new fuel vs running more lines to charge from the existing grid is too huge to ignore.
    1
  8165. How DARE you, good sir!
    1
  8166. lol
    1
  8167. People have looked at it closely enough it surely would have been spotted.
    1
  8168. Just need the batteries to keep up, or more specifically, the minerals with which to build the batteries.
    1
  8169. I knew there was something recent like that, I just couldn't remember what it was. Thanks!
    1
  8170. Hoping to have another interview with Mark next week. If I get that, it will definitely be asked.
    1
  8171. There's no planning. Put in your destination, and even if it's thousands of miles away, it will plan all the charging stops for you. No thinking required.
    1
  8172. Would it surprise you to know I lost more subscribers over it than I gained?
    1
  8173. The comedy channel managed to get over 4,100 hours for the past 365 days (the minimum is 4,000) and yesterday they snipped 100 hours off of it without explanation. As of today it's back under 4,000. Looks like www.YouTube.com/glossynews will not survive, despite 18 new videos over the past 18 days. :(
    1
  8174. It's a whole different beast for sure.
    1
  8175. Welcome aboard! Yeah, YouTube is brutal when it comes to discovering channels, even ones that are exactly the sort of thing you're looking for. I probably had 200 videos out before a search for the name of my channel would even show it in the top ten results. If people can't find it when they're looking for it, you can imagine how rare it was to show up during the course of normal browsing.
    1
  8176. Glad you enjoyed it!
    1
  8177. Not familiar with commercial hardware?
    1
  8178. Have we heard that for sure? Other American pickups are available in some parts of Europe.
    1
  8179. We don't do anti-science here. I'm sure you can find another channel where such backwards nonsense is met with anything short of mockery and criticism. This ain't it though, champ. We deal in data here.
    1
  8180. How dare you, good sir!
    1
  8181. Because they aren't commercialized, are inefficient, and the cost is prohibitive.
    1
  8182. OOooooo, that's a good point!
    1
  8183. It's not to everyone's tastes.
    1
  8184. It was an experiment with too many missing pieces to provide a complete picture. It would be easy to criticize based on how "lazy" it made people if we forget we weren't allowed to leave the house. The economy crawled to a standstill because instead of bots, NOBODY was doing the jobs. It can be done better in a normal environment,.
    1
  8185. It was in one of the presentations I gave at an OEVA event a few months back, but it's here on the channel somewhere.
    1
  8186. Thanks, will do!
    1
  8187. That's unlikely. There have been trial areas run and the math is just broken.
    1
  8188. Wow. Thank you so much!
    1
  8189. FYI I have taken your advice. The time was right, the "formerly" is gone.
    1
  8190. Also location isn't as critical if you don't need to work in a specific location.
    1
  8191. Which one of us doesn't have eyes?
    1
  8192. More likely Saturday morning.
    1
  8193. This is covered here: https://www.youtube.com/watch?v=UxjEzlRJ-EI
    1
  8194. Glad you like them! The big dawgs do well and I hope to share a sliver of that success in the future. Just gotta keep up another few hundred videos with killer quality and I'll be there, I hope.
    1
  8195. True in many places, but the roads are built for it. They have strict design standards for maximum degree of curve, min/max bank, etc. They're BUILT for speed!
    1
  8196. Oh dear. They had no idea.
    1
  8197. Can only imagine how laggy and buggy it must have been.
    1
  8198. We used to have it in Tacoma and Everett as well (each about 30-miles from Seattle,) but those have gotten cleaned up quite a bit.
    1
  8199. Their fan base has plenty of room to expand as Gravity enters wide release, and more so when the mid-size SUV (CUV?) hits the market. My concern isn't for the company, but today's shareholders, many of whom seem oblivious to the problems they're facing and the certainty of substantial dilution. The more the stock tumbles before the next cash infusion, the higher percentage of the company will be bought for the needed $5-10b.
    1
  8200. Best not to boost conspiracy theories. Hold back on dangerous theories until facts are established.
    1
  8201. Right? If we could get China pricing in the US they'd sell like crazy.
    1
  8202. Too kind!
    1
  8203. Not approved and thus not yet released.
    1
  8204. I just didn't see it.
    1
  8205. The Europeans I know have told me it's not a big issue. Most people aren't on X.
    1
  8206. No problem!
    1
  8207. Indeed! Wanted to go as average as possible. If you cherry pick in one direction or the other, people would have every right to be annoyed.
    1
  8208. Most of what you said is pure nonsense. The parts that are valid have already been addressed. You should hit the bell icon so you don't miss anything.
    1
  8209. Definitely not June of this year. They'll still be pretty early in the ramp. I think it's optimistic to expect more than 400-500k this year, so the millionth car could be late 2023 at the earliest, but more likely some time in 2024.
    1
  8210. Very true, but it would be even more expensive to hold off and wait for the "perfect" design. There is no perfect, only better, and a lot of the improvements can't be discovered until the process is underway.
    1
  8211. Huh?
    1
  8212. Appreciate the clarification.
    1
  8213. You're in my house, you goof. When Nio and its pumpers stop lying, I'll be quiet. Same was true for Nikola. I warned everybody. Only some listened.
    1
  8214. I wasn't aware of that, and didn't realize there was any conflict there. I hope that's not a factor in the decision process. I know Joe has a +1 and he won't decide who it goes to until he can see who all has a ticket. I imagine he'd rather see Jeff with his own ticket so he can share that with someone special, a top Patron, or someone like that. Jeff is close enough he should be able to get in on a "locals" ticket if he doesn't get an invite, but we'll see. The date is RAPIDLY approaching and the invites are barely trickling out.
    1
  8215.  @disturbed4733  You were plenty clear. I saw his post on that. I would assume it would go to Jeff if Jeff doesn't get one, but hopefully all the obvious candidates get their own. :)
    1
  8216. Exactly. Doesn't really exist without an interior camera filming the drive (even I don't have that footage unless I'm planning on using it,) but there are just too many parts to this story missing.
    1
  8217. There's no happiness in owning vs not owning. There are things you need to own to survive. It's the pursuit of things that makes people miserable.
    1
  8218. Cool, thanks!
    1
  8219. You bet!
    1
  8220. Good question! Short answer is I don't. The calculation is based on 4-months from the time the walls go up in any particular area. This was the best estimate available when I started the tracker, and was based on the rate of interior progress at Giga Shanghai. While land user permits can add all kinds of unexpected delays, once the structure is complete, there usually isn't the same potential for delay. Giga Berlin has shown this to not always be true, but Giga Berlin can still be basically done while sitting around waiting for final permitting. In some areas, the interior is surely overcounted, like in the SW section where there are walls, but very little going on inside beyond floors and sprinklers. But in other areas, like the Body In White and Paint Shop, they already had substantial amounts of equipment installed well in advance of the walls. In those areas, it was surely undercounted. The hope is that those two average out over the entirety of the building.
    1
  8221.  @sergiomessina2037  While sweating bullets, I put an uncomfortable chunk of my IRA in Tesla... in 2019... in the dip. My IRA was pretty weak at the time, and it's nowhere close to retirement level, but it's fair to say my obsession with following the company has rewarded me handsomely. And yes, it is a best guess, but in this week's tracker update, I'm going to break down exactly why I believe it's still accurate by showing old versions of the sitemap against leaked photos showing the interior progress.
    1
  8222. Thank you. I appreciate that support.
    1
  8223. No one?!? That's quite a claim.
    1
  8224. Lol
    1
  8225. If that's what you believe, you're going to miss out on damn near everything.
    1
  8226. I'm not sure who this is directed at, but your rebuttal is correct.
    1
  8227. Genuinely bad take. I can't imagine trading my soul for a paycheck. Rethink yourself.
    1
  8228. Glad you enjoyed it
    1
  8229. Some have. Many have not.
    1
  8230. I agree with you, so I'm not sure what the hostility is about.
    1
  8231. Any time!
    1
  8232. If you look at the crash of 2008 you'll see premium auto makers like Lexus, BMW, and Mercedes indeed had lower sales, but not catastrophically so. Think 10-15% declines, or about 40-50k units in total at maximum. Your assumption is flawed on a couple fronts. It ignores the value buyers who would spend more to avoid high maintenance and fuel bills, which we know is a very real consideration. It also pretends that demand is already near equilibrium. When the 2008 recession hit, those other brands had already reached stable production and delivery levels. They would fluctuate 5-10% a year, but if you wanted to buy one, you could just head down to the dealership and pick one up the same day. As of September 30th, the backlog for Fremont was 190,000 cars, with Berlin's backlog at 108,000 cars. If global demand drops 15% (never before seen in a single quarter,) Tesla will still have substantially more orders than they can fill in Q4. In 2023 the picture changes entirely as the EV credit takes effect, which will reduce buyer costs, as well as producer costs.
    1
  8233. It was a lot of fun, and my first time enjoying the spectacle of the crowd instead of the show itself.
    1
  8234. If you had a rebuttal, you'd have shared it. Since you don't, you should reconsider your confidence.
    1
  8235. Berlin and Texas have had excess capacity since ramped.
    1
  8236. They'll never see it coming, even long after it has.
    1
  8237. I pay about $100 a month for full coverage on my Model Y.
    1
  8238. It hasn't changed that I'm aware of, but an EV is already exempt.
    1
  8239. Uh oh. I'll have to prepare myself.
    1
  8240. Not everyone understands the thing you do. Being rude about it helps no one.
    1
  8241. Did you look at any of the comments before typing all this out?
    1
  8242. Facts.
    1
  8243. Will do!
    1
  8244. Over 700 cars worth of castings right there alone, plus the thousands we've seen leaked photos of from elsewhere on the site, plus the ability to churn 'em out at a pace likely faster than they can be built by the rest of the line. The rampening begins!
    1
  8245. If FSD gets to level 4/5, it could be suspended. I think that's still a big "if" and I'm sure you've seen me complain enough to know I'm in the "believe it when I see it" camp.
    1
  8246. Some of this is still up in the air, but at least half of it is already a done deal, and we're not even two months into this.
    1
  8247. That6a great idea.
    1
  8248. No reasonable person would have confidence in that situation.
    1
  8249. They're out for clicks. This story provided it in spades.
    1
  8250. Sadly I have to agree. There's a serious lack of information about the future from all of the bot builders, so all we can really do is speculate, but I hope you get some fun from the thought experiments.
    1
  8251. So far so good.
    1
  8252. Model S isn't comparable to a Camry though. It's more like an S500 and weighs about the same. The Model Y is 4,600 pounds, which is less than a lot of the best sellers in America, which has a lot of trucks and full-sized SUVs in the mix. But like others have suggested, the bulk of the wear and tear on the road is from freight hauling, which can be up to 80,000 pounds, but even empty they're still vastly heavier than any car or truck.
    1
  8253. Thanks!
    1
  8254. That's insane.
    1
  8255. Wait, I thought I was Snow White!?!
    1
  8256. It's a joke from Morbius. There were so many memes about it (wasn't even a line in the movie) it convinced Sony to bring back that box office bomb to wide release, just to watch it bomb again.
    1
  8257. But then they'd need to ship the batteries. It's better than shipping the raw materials for sure, but it's not nothing.
    1
  8258. Glad you enjoyed it!
    1
  8259. The executives are not paid in cash, but newly minted stock that didn't exist until they pressed print. You're not paying the executives. Shareholders are paying them in the form of dilution.
    1
  8260. Wow!
    1
  8261. To say luck played no part would be a tough sell. What's easier to understand is that if it was a Kia Telluride or F-150, there's no amount of good fortune that would save them. They'd have died in 100 out of 100 such crashes.
    1
  8262. Entirely possible.
    1
  8263. It was carried live. No one has claimed it's CGI. There were a lot of people who watched it in person.
    1
  8264. Sued for what?
    1
  8265. You must acknowledge how Tesla has pushed electrification forward. No manufacturers were taking it seriously. Many still aren't.
    1
  8266. I rarely get nags when my hands are on the wheel, but constantly when they aren't.
    1
  8267. It fit really, really well!
    1
  8268. Thank you so much 😀
    1
  8269. All small planes are death traps though, no?
    1
  8270. How does your bumper fare?
    1
  8271. Sorry to hear that. :(
    1
  8272. Yep. Covered that in the 2nd part with Herbert coming soon
    1
  8273. There's no plant in North Carolina.
    1
  8274. It's still around, just not every time. ;)
    1
  8275. A lot of people don't see that as what he's doing. Some types of speech are more relaxed than before, but others at more restricted. X has approved far more government censorship requests than Twitter ever did.
    1
  8276. Yoke is already dead. It's an upcharge option on S and X, but most aren't taking it.
    1
  8277. I've met one. Ruff Past on X is pretty great.
    1
  8278. The future is now!
    1
  8279. We're past that.
    1
  8280. Not gonna lie, I was deeply disappointed in the S/X refreshes. While the tech beneath the skin is fantastic, a lot of it had already been implemented through incremental improvements along the way. Buyers really want a fresh face to match, and the "new" design wasn't different enough to spur substantial sales.
    1
  8281. At least you've still got your sense of humor.
    1
  8282. Well said!
    1
  8283. Then why are they so strong in countries where they have no protection? Do you even think about the claims before repeating them?
    1
  8284. SIXTEEN THOUSAND Teslas have caught fire? Could you imagine how deep the coverup would have to be to hide something like that?
    1
  8285. No one said your car doesn't work.
    1
  8286. We'll have to grab coffee some time. There's a Starbucks right off the exit where the SuperCharger is. Three if you include the ones in Safeway and Target.
    1
  8287. Fantastic info. Here's my thoughts: Regen PRO. Heck yes, he's got that one exactly right. Didn't realize Jake Braking is as inefficient as it is. Traction control PRO. Yep! It is said to be jackknife proof, and it should be. CON- He said you seldom need it, but when you do, you REALLY do. Range. Correct! The routes are predictable, which is why the 150-mile range trucks are already selling just fine. Center Seating CON. The points sound valid, but we'll need to see real world experience with this to actually know. PRO - It's always on so the A/C can keep it nice. CON- Trailer attachments with surplus power cables for things like liftgates. He said there's just air and low voltage for the lights, but this remains to be verified. It's entirely possible the launch model doesn't have it. CON- The cab is neither a sleeper nor a proper day cab. It may be tricky to back into some docks. That's fair. CON- Network chargers don't yet exist in any meaningful way, and yes, it will take years to get them deployed. Remote logging applications may take the longest to get sorted out.
    1
  8288. Yes, but the flat panels would also be more prone to warping, wobbling, and harmonic vibration at certain speeds. There's a balance the could strike, and I'm sure they know how to figure it out. Of course, we don't even know what the design is going to be.
    1
  8289. What's your estimate?
    1
  8290. Jeff knows supply chains, so I would have been surprised to see him go in the other direction.
    1
  8291. Oh good gravy, you're taking about two entirely different things. This is a TRADE deficit, not a budget deficit. You might as well describe positive numbers written in red ink as being in the red.
    1
  8292. Crew Draggin' had a hankering.
    1
  8293. There have been zero peer reviewed studies that show gas cars are better for the environment.
    1
  8294. They discontinued it. We don't know when it's coming back so it doesn't matter. No one forgets. That's the whole point. Every time they stop it stretches their pain.
    1
  8295. Haven't seen the June numbers, I take it?
    1
  8296. Your fantasies are peculiar and should be kept to yourself.
    1
  8297. I know this person well. He's been a fan and patron for long enough to understand his motivation isn't FUD but healthy skepticism and general frustration.
    1
  8298. You may not realize this, but that's exactly what I needed to hear tonight. Thank you Rosemary.
    1
  8299. Glad you like it!
    1
  8300. Depends which cars you mean. China is capable of making junk cars, just like they're capable of making junk phones. They can also make amazingly high quality ones, which is what we're more likely to see in developed countries. The manufacturers seeking to export to other markets are well aware of this preconceived notion, and work hard to overcome it. The China-built EVs in Europe and the Americas have so far proven to be at least about as good as their US, European, and Korean counterparts, which is why they tend to cost about as much as them as well. In Russia, they have to compete on price with cars you and I might never buy, so there's no room in the COGS to build something as good as we might expect.
    1
  8301. Oooooo, nicely said!
    1
  8302. Except you can see the roads on the map on screen. It just hasn't made its way into 13.2 2.
    1
  8303. Any car with chips should be similarly impacted, and EMPs require very close proximity to work.
    1
  8304. Well, no, obviously. Go look up how many cars BYD was producing when Elon was asked about them. The numbers were low and the cars were garbage. The question was comical at the time. The critical difference is that Tesla has been taking BYD seriously for years, and legacy auto still doesn't have a clue.
    1
  8305. I owned a truck, and never towed. It was all for in-town hauling of bigger stuff. My old boss had a trailer, but he never went farther than to the port and back, which was maybe 30 miles away. Doesn't have to be everything for everyone right out of the gate. Let the early adopters pay the premium to make tomorrow's tech affordable for everyone.
    1
  8306. Not sure it's a discovery when I've been saying it for years.
    1
  8307. That's awfully good range.
    1
  8308. As soon as the distinction is no longer needed, it will fade.
    1
  8309. When I was at the bank, we had mandatory vacations (it was a fraud prevention mechanism,) but we only paid on commission, and there are no loans coming in when you're not there. Honestly made it a bit worse than unpaid vacation because we were paid more on ALL loans for hitting targets, and we were likely to fall short after being gone. It would wreck the whole month.
    1
  8310. Spell it out for us.
    1
  8311. He literally makes the roads more dangerous, and he's damn proud of it.
    1
  8312. Oh dear!
    1
  8313. Well sure, BY 2030.
    1
  8314. Modern methods are getting 98%. That's plenty.
    1
  8315. It's possible they're self-insured, so tough to say. They're definitely not thinking things through to any conclusions, logical or otherwise.
    1
  8316. I suspect that's in the works.
    1
  8317. Thanks for watching!
    1
  8318. Have you seen many pangolins?
    1
  8319. The sentiment seems to be divided.
    1
  8320. 15% flat.
    1
  8321. @carholic1336 Be more productive and less toxic with your comments if you wish to participate on this channel.
    1
  8322. Gotta show that love.
    1
  8323. Crazy, right?
    1
  8324. Dillon is awesome. Always had a great channel and been a great guy too.
    1
  8325. Oh dear, I forgot all about that movie. Will have to go check it out.
    1
  8326. I got a pretty mid grade system in my 1984 Accord and it was a game changer over factory sound.
    1
  8327. I was skeptical about the rooftop logo, but your graphic is beyond convincing. It looks like you've got it exactly right.
    1
  8328. Look at how quickly butts in seats translates to sales for Tesla, and how slowly it does for others. That speaks volumes.
    1
  8329. Herbert is fantastic.
    1
  8330. I think so too, but I'm sure an expert will come in and give us some info better than I have.
    1
  8331. There's a Tesla fanatic on Reddit named Vito D Jetley (or something close to that) who posted a link to my Giga Shanghai Profitability video a few weeks back and the comments I saw were actually pretty kind. I was surprised, but I had done enough research that I was confident in my conclusions. It will be a lot easier to update the tracker than it was to create it, so we'll see how it goes.
    1
  8332. Waymo was "about a year from wide release" 8 years ago. Their solution has scalability problems.
    1
  8333. Nope. There is no pass through and the rear window doesn't open.
    1
  8334. Sadly so.
    1
  8335. You bet! Thank YOU!
    1
  8336. Well, we don't know yet. All we know is the plan so far wasn't for a gradual release.
    1
  8337. I'd guess 1.6 to 2 million run rate by the end of the year. Barring unforeseen obstacles the 50% YoY growth predicted appears on track for 2022, and likely 2023 as well.
    1
  8338. See you there!
    1
  8339. The majority of what this department does isn't installation or repairs.
    1
  8340. I'm not aware of threats of MURDER for owning a Tesla, but you would call the police and let them address the crazy person.
    1
  8341. It's a tough pace, but not impossible.
    1
  8342. I've seen hundreds of them up close, and have first hand experience in the ride and/or drive of dozens. The quality I've seen is on par with other brands overall, and higher in the places where it really matters. If someone has told you that the build quality is poor, they may be providing you with 2nd or 3rd hand accounts, or be talking about very old models. The pace of iteration is quicker than any other major car company, and the teardown videos by engineering firms agree.
    1
  8343. It's a community effort. Real thanks go to Zanegler on this one.
    1
  8344. Hard to be optimistic about sales growth without seeing new factories. I was just sure we'd have seen groundbreaking on one for sure, but likely two by now.
    1
  8345. Isn't that just called a job?
    1
  8346. This demo can't show the important parts. A demo like that would likely be hours long, and I'm sure it's planned to be shown at AI Day 3, whenever that will be. I agree that if it's "on rails" there would be very little utility beyond a pre-planned course, like we see with Boston Dynamics. You need to have all the pieces to make it work. You need the ability to manufacture, the design for failure, and the ability to solve problems, but you also need the physical bot itself. To go from nothing to this in a couple years shows the skill of the engineering team, and that (in my mind) it deserves serious attention before dismissing it entirely.
    1
  8347. Works!
    1
  8348. The aero drag is what's causing problems. Big face = big drag. That's why the trucks and commercial vans all have either short range, or ridiculously large batteries.
    1
  8349. I'm not saying they're fake. I'm saying they're not customers until they take delivery. They're still counted, even though they're not willing to buy the product. Buyers are eligible for a refund of the $300-1,000 deposits, so they still could convert to actual sales. The disconnect is the sea of inventory sitting unsold while they have three years of production already "reserved". They aren't forthcoming about how many of those reservations are for lower trim variants they're unable to deliver, but I know of people still waiting for those before they'll take delivery.
    1
  8350. Lol
    1
  8351. To the sky, baby!
    1
  8352. Thank you! Cheers!
    1
  8353. Depends where.
    1
  8354. That was my thought too. They're all great, but unless you have 6 hours a week to spare, it can be too much.
    1
  8355. I'm curious to hear as well.
    1
  8356. I suspect the sourcing would be traced. The rules are getting bizarrely complicated.
    1
  8357. Thanks John!
    1
  8358. If things go as Tesla expects, they'll have so much revenue there won't be enough things left to spend it on.
    1
  8359. You should look into that.
    1
  8360. The "rain" was sufficiently heavy that you couldn't see through it. That's not rain, that's a waterfall.
    1
  8361. Is that high or low?
    1
  8362. We had a blast in San Diego. Some really amazing people there, but also me. ;)
    1
  8363. Thanks so much!
    1
  8364. Thanks 👍 Well worth the 12 hour drive.
    1
  8365. Corporations of all size have them, but your theory still sounds pretty right to me.
    1
  8366. My investment horizon is fortunately a bit longer than that.
    1
  8367. Each of those shipping container size Megapacks generates about $400,000 in gross margin. This tells me they're doing both.
    1
  8368. So you think it IS doomed? We debunked all the common complaints.
    1
  8369. Statistically likely. It's a very difficult business.
    1
  8370. You don't have to be a genius to see through Nio's lies. You just have to have your eyes open and accept that you may have misunderstood something critical, even if your wealth depends on it (which it does.)
    1
  8371. Thirty six comments you've left. While I appreciate it, I'm starting to worry about your state of mind.
    1
  8372. But that's not what you're doing.
    1
  8373. Prices were always going to normalize.
    1
  8374. Awesome! Thank you!
    1
  8375. We don't know that. We were under the impression that was already the case years ago, but found out it wasn't the case at all. Makes me hesitant to trust anything they say.
    1
  8376. Wow, pretty ghoulish stuff there my guy. Probably want to keep that to yourself.
    1
  8377. Glad it was helpful!
    1
  8378. He certainly acts like he's been huffing enough of it.
    1
  8379. Glad you like it!
    1
  8380. The F150 plant would be hitt6them where it hurts. That would force Ford to get serious in a hurry. Unclear why they didn't do that first.
    1
  8381. Lol.
    1
  8382. The editor makes the thumbnails, and we A/B test them. My question (and frustration) is why people won't click it if doesn't have something like that.
    1
  8383. Yep.
    1
  8384. Yes. Isn't that covered in this video?
    1
  8385. The uninformed journalists are not part of any regulatory agency.
    1
  8386. Who are you addressing? I certainly didn't tell you that. The closest I've said is that when the Cybertruck gets low enough to qualify for the IRA, it's likely to remain at that price due to high demand indefinitely. What I've said that contradicts your claim is that they have excess capacity in Berlin and Texas, and could sell more cars if the demand was there.
    1
  8387. Wouldn't have been enough to move the market this much.
    1
  8388. Thanks 👍
    1
  8389. This video isn't for you. This is for people capable of seeing the math objectively. The 99% who are able to zoom out will get it.
    1
  8390. Oh wow, I like that!
    1
  8391. Glad you enjoyed it!
    1
  8392. He was using Apple Pay. You can just as easily tap your credit card instead. Apologies for not making that more clear.
    1
  8393. Appreciate that, thank you!
    1
  8394. You bet!
    1
  8395. I've lived in both countries. The experience is not the same.
    1
  8396. There was a fair bit of smoke & mirrors I would have called out on the spot, but we may never know how many things were overlooked.
    1
  8397. For sure! I mentioned this in my weekly news roundup over the weekend.
    1
  8398. I'll jot that down.
    1
  8399. I just want this to end in a way that ensures good jobs with good pay for decades to come. It looks increasingly unlikely this will be the outcome.
    1
  8400. Thank you kindly!
    1
  8401. Kinda felt like I mentioned that in the intro with the whole "doing their master's bidding" part, but i guess I'll spell it out next time.
    1
  8402. Literally the first I'm hearing about it.
    1
  8403. Worse. That's so much worse.
    1
  8404. Pretty sure that's right.
    1
  8405. Whoever told you that has a vested interest in misinforming you. Don't believe their nonsense.
    1
  8406. I know you disagree, and I appreciate you being here just the same. Sometimes you bring examples for consideration to the comments and chat, and those are helpful. CARB isn't well known for rescinding regulations. They've long set and met aggressive targets, and residents outside of California have benefited from their requirements.
    1
  8407. Wow bud. Well said!
    1
  8408. There's room of course. There's just no evidence they can reach gross profitability, let alone net.
    1
  8409. Affirmative.
    1
  8410. No problem 👍
    1
  8411. Thank you so much, Keith!
    1
  8412. You bet!
    1
  8413. Awesome, thank you!
    1
  8414. ???
    1
  8415. I did pretty good this quarter. Missed by only 0.37%. Twice as good as Wall Street consensus, 4x closer than the bigger name YT/Twitter guys. Not too shabby.
    1
  8416. This is a likely outcome!
    1
  8417. Nice!
    1
  8418. The market is a fickle beast. Being able to see the future doesn't translate to knowing which direction the stock will move.
    1
  8419. This is my favorite. Your comment, I mean, not the car.
    1
  8420. We literally talked about Saturn in this video.
    1
  8421. I saw a glimpse of it before, but never in motion. It seems they paint the bodies, then store them for a time, maybe to let them cure before assembly continues. There are a couple huge advantages here. Letting the paint fully dry and harden makes production dings and scratches less likely, sure, but it also means you don't have to change out the colors in the paint shop nearly as often. You could run whole days of a single color before switching, which saves on cost and downtime, while still producing cars in every color required. The automated part is just fascinating.
    1
  8422. These would be imports from Mexico. The 28% tariff is already sufficient to keep them out.
    1
  8423. When you ask the wrong question, getting the right answer becomes impossible. Car dealers absolutely have 20 people, but more importantly, nearly everyone at a delivery center is qualified to do deliveries.
    1
  8424. You pay extra for the vibrating ones.
    1
  8425. Yes. Let the hate flow through you.
    1
  8426. Always!
    1
  8427. I can't find that quote.
    1
  8428. The crazies on the fringes, maybe, but they said that about social security numbers for decades before gladly cashing those checks.
    1
  8429. That's my philosophy. If you told me a year ago where Tesla would be today in terms of production, financials, announcements, etc, I would not have predicted a 50%+ drop in share price.
    1
  8430. The article from June is almost entirely about their LFP ambitions.
    1
  8431. That's the stuff!
    1
  8432. Glad you enjoyed it!
    1
  8433. Like what?
    1
  8434. Congrats!
    1
  8435. I had one of those.
    1
  8436. Great question. Not acceleration since it's front wheel drive, and not braking since the fronts are narrower. Maybe it has to do with longevity?
    1
  8437. She's great.
    1
  8438. It's unclear how much, if any. It's come out they're hiding liabilities upstream by delaying payments to suppliers, in some cases by as long as nine months
    1
  8439. That would be hilarious.
    1
  8440. Nope. Too much to prep before the trip.
    1
  8441. There ARE incentives on used EVs. The depreciation comment similarity lacks merit.
    1
  8442. You can ask for a refund on your Prime.
    1
  8443. It's funded from dissidents within China.
    1
  8444. Can't imagine they're excited about waiting a minute longer than they have to.
    1
  8445. It's frustrating, isn't it?
    1
  8446. Glad it was helpful!
    1
  8447. The bad actors won't change. That's always been true. PR enables the good actors to effectively do their job. There's a reason Tesla has a PR department in China and Germany, and it's not because Tesla is dumb.
    1
  8448. I out-performed the analyst consensus of 5/8 metrics I tackled, so I guess I'm doing something right. :)
    1
  8449. Breathtakingly tragic. Disappointed in you. I've done the research, those videos are already published. This isn't new information, it's a foregone conclusion. If you're genuinely incapable of math, you shouldn't be doing this.
    1
  8450. Thanks!
    1
  8451. Powerwall sales are pennies to their bottom line. That's not a real consideration.
    1
  8452. The only reason you see people at gas stations in the winter is because they can't fuel up at home. No car functions well below -10f (-23c) and extreme outliers like -52c (-61c) do not represent meaningful data. The average winter temperatures in Canada's biggest cities are all in the range of modestly below, to modestly above freezing. Given the choice between standing outside attending my gas pump for 4-minutes and 20-seconds each to connect and disconnect with the rest of the time staying toasty in the cabin, I know which one I'll pick.
    1
  8453. That's just it. Today it dips (or climbs) by 10%... who cares? What changed? Nothing. They will sell more cars next year, the year after, and the year after, and they'll keep expanding into other markets. I believe it WILL explode, and that it's just a matter of when, rather than if.
    1
  8454. Friggen WHAT?
    1
  8455. That's a great question! I believe the answer is no because Volvo didn't manufacture it. Rebadged cars are still subject to point of origin. Tesla Shanghai cars would still be subject to the outrageous import tariffs despite Tesla being a US company with an established distribution system here.
    1
  8456. Really raises more questions than answers.
    1
  8457. As I read it, GM screwed themselves in China. Plenty of non-Chinese brands struggle in the market, but it's often because they just bring over what they sell elsewhere and hope it's what the market wants. Often it isn't.
    1
  8458. I haven't had that experience.
    1
  8459. Thank you kindly! So it looks like my Q4 numbers were close enough (within 1/10th of 1%) that I will now need to show my math. Working on that today, along with the usual Construction and Factory Progress Math videos, so it's a' gunna be a long day my friend!
    1
  8460. Twitter @4kpodcast
    1
  8461. That's not clickbait. That's what this is, and what we're discussing.
    1
  8462. Tesla has already begun targeted advertising. They just haven't done tv spots or billboards.
    1
  8463. Same joke twice in 7 minutes. Yikes. We heard you, it just wasn't funny.
    1
  8464. Very!
    1
  8465. There ya go!
    1
  8466. Seems a bit unlikely.
    1
  8467. You bet!
    1
  8468. They know that there's no one Trump will listen to more than Elon, and if Elon explained how this was a bad idea, it wouldn't be happening.
    1
  8469. Appreciate you doing your part.
    1
  8470. Exactly. Should it also be ready to handle phase-shifting aliens?
    1
  8471. You bet! Thanks!
    1
  8472. Those comments were only blistering in the same way as herpes. This video isn't for you, but people who are capable of rational thought.
    1
  8473. Is it a chair squeak? There is nothing in my office than beeps.
    1
  8474. You don't want people outside the bubble to see this?
    1
  8475. Totally agree. She's had some issues with it, but she accepts that it's an early model and those things will happen. She's handy enough to take care of the battery and fuse issues herself, so it hasn't been a big deal.
    1
  8476. Agree on the technical aspects more than the unrest.
    1
  8477. It's the launch edition. They always cost more
    1
  8478. Love yours too. Lots of great stuff. :)
    1
  8479. Way ahead of you. ;) https://youtu.be/tLv6vOqLQMo
    1
  8480. Inside your car. It stays dry by picturing me naked.
    1
  8481. Welcome back!
    1
  8482. Fully Charged makes more sense. They have broad appeal, and a focus on EVs. That was a good choice.
    1
  8483. Had a livestream recap yesterday morning on the 2nd channel www.youtube.com/MyTeslaLive
    1
  8484. I'll pass that on to him, but it sounded fine in my headphones, and on my speakers. It may just be a tone that resonates with your particular setup. I've encountered that before on YouTube. No fun.
    1
  8485. Robert gets it.
    1
  8486. Happy new year!!
    1
  8487. What a terrible thing to wish on your fellow person.
    1
  8488. Wow, thank you!
    1
  8489. Not even quality enough trolling to make the response video. Sad.
    1
  8490. Insane.
    1
  8491. It either burns gas or it doesn't. Trying to use the label EV while burning gas is an attempt at greenwashing.
    1
  8492. Other companies make buyback intentions clear.
    1
  8493. Oh man, could you imagine the regulatory hurdles?
    1
  8494. While true, it's worth remembering that my editor doesn't speak English as a first language, and he still does an amazingly good job. I'll send him a note.
    1
  8495. If a van/shuttle platform is coming, that would be a lot easier to adapt.
    1
  8496. He absolutely loves it.
    1
  8497. Those older vehicles don't have the necessary hardware, and the "free supercharging" they offer now has a lot more reasonable restrictions on it.
    1
  8498. Not quite how geopolitics works though is it?
    1
  8499. Do we actually know the pricing?
    1
  8500. It was great meeting you on Saturday.
    1
  8501. Glad you enjoyed it!
    1
  8502. They've been giving demonstrations to European regulators in 2024. This is going to happen, the only question is when.
    1
  8503. Why isn't everyone already using them?
    1
  8504. Yes, but only phonetically.
    1
  8505. Thanks for the kind words!
    1
  8506. I ALREADY SHOT VIDEO AT THE PICKET LINE you daffy shartsmith! So quick to assume when even the smallest background look would answer your questions.
    1
  8507. It's not for them, it's for us.
    1
  8508. 80 people across four locations. 20 per location is not only doable, but common during EOQ pushes.
    1
  8509. Buyers don't seem to agree.
    1
  8510. The wind screen did an excellent job. Was a bit worried about it, but it worked out fine.
    1
  8511. I know, right? Just ran one comparing it to the Nikola factory. It's... not a great comparison. :(
    1
  8512. I know, right? Just ran one comparing it to the Nikola factory. It's... not a great comparison. :(
    1
  8513. There is no standard for semis yet. :(
    1
  8514. Did she though? Like at all?
    1
  8515. Is it?
    1
  8516. I didn't defend Newsome. I said the situation is plain as day. But Gaetz? That's not political. If anyone wishes to defend a child predator, they're welcome to find a channel more suited to their tastes. If protecting children is partisan, you need a new party.
    1
  8517. While possible, it ignores every factory Tesla has built before this, where equipment is already being loaded in and configured while the rest of the structure is completed.
    1
  8518. Do or do not, there is no try.
    1
  8519. It is disgusting, but it doesn't appear illegal. They're using misleading terms, often incorrect ones really, but they surely have a good idea how to stay out of legal trouble.
    1
  8520. They'll compete well overseas, but there are too many protectionist policies making China made cars uncompetitive.
    1
  8521. The Boring Company completed a tunnel at Giga Texas.
    1
  8522. Don't let your fear blind you.
    1
  8523. Finally!
    1
  8524. Absolutely!
    1
  8525. I'm up 1,500% in the last 4 years. My trades are no secret, and I've been disclosing them all along.
    1
  8526. This was addressed in the video.
    1
  8527. This matters.
    1
  8528. Can't spell Canada without C, eh? N, eh? D, eh? I kid our friends to the north. Grew up 100 miles from the border. Many fond memories of Canada.
    1
  8529. @Andrew Jameson Four weeks would be pushing it, but it also wouldn't surprise me.
    1
  8530. You have free speech. What you don't have is the right to use someone else's megaphone.
    1
  8531. I've only met a couple people who have even met him. No relation of course, but not even a friend of a friend.
    1
  8532. The numbers are cumulative.
    1
  8533. If the safest truck ever tested won't pass EU standards, while other trucks do, I suspect that might say more about the standards than the manufacturer.
    1
  8534. May I see the Euro NCAP tests of transit vans colliding with crash test human sims? It's not part of the testing. Shouldn't it be? Plastic radiator covers (grills) turn to shrapnel on impact.
    1
  8535. You have to make a LOT of a single model for it to be cost effective.
    1
  8536. I'd pay extra for them if they'd just sell them already.
    1
  8537. You need to get some fresh air my dude.
    1
  8538. That isn't what caused it. It was because the economy stopped, with effectively no work being done, while the spending was unfunded. This would have to be funded, which was the theme of the other videos that spurred such a strong reaction that this video had to be made.
    1
  8539. You okay there?
    1
  8540. I can see both sides of the discussion, but figure it doesn't matter until it's actually released.
    1
  8541.  @jonsek  Cars are FINALLY getting to the point where they can address both. One without the other is a long way off considering how few cars are equipped with it today, but I'm confident we'll get there.
    1
  8542. You okay, Bill?
    1
  8543. Boom!
    1
  8544. But you did click, and you commented. We test different thumbnails and titles. When I go for straight facts, traffic is lower. Human nature is what it is.
    1
  8545. A lot of brands have ended manufacture of minivans, so while I'm not happy about it, I believe your conclusion is correct.
    1
  8546. I feel like that's too important to leave out.
    1
  8547. Yes. They may not take kindly.
    1
  8548. I don't think the decline we've seen will worsen. For the first time in generations, they're supply constrained. That will lessen, and there's a lot of pent up demand for cars without staggering dealer markups. But even still, the new Gigas should easily do 1M/year once ramped, and Fremont will inch close to that. By the end of 2023 we should see a run-rate in excess of 3.6 million. That should put them in the top 10, with growth in the next year or two putting them in striking distance of the top spot as additional Giga Factories and expansion of existing plants putting them within striking distance of the top spot.
    1
  8549. It would surely be nice if the social media (and all media, really,) weren't quite as isolated from east to west.
    1
  8550. Oh how DARE you!?!
    1
  8551. LOL. How many hours does he spend with his kids... I'll wait.
    1
  8552. VERY close!
    1
  8553. No.
    1
  8554. All of the production areas for Model Y appear complete. We got to see pictures from all of them months ago. As for the CyberTruck and other areas, it's close to finished, but the equipment hasn't been installed.
    1
  8555.  @richardteychenne3950  They were so far apart it would make more sense if I had new material, but this interview just got stuck in editing. Sorry for the confusion. :)
    1
  8556. If that really IS a concern, imagine how dominant they'll be when they get Fremont up to Giga Shanghai standards... I swear the FUDsters don't think through their arguments.
    1
  8557. I'd check with my doctor.
    1
  8558. Automated flaps! I love that idea.
    1
  8559. You know he's the best.
    1
  8560. Glad you think so! Brian Riebe is an awesome resource.
    1
  8561. Want to do that. Not sure if it's going to be in the budget this time.
    1
  8562. I think I've had one set of tires that ever got the actual rated lifespan, and I drive like a grandma.
    1
  8563. Howdy bud. Long time no chat!
    1
  8564. Wow man. Thank you so much!
    1
  8565. These policies ensure that the overwhelming majority of US auto manufacturers will be incapable of competing in international markets. The big dawgs will become US-only brands for the first time in a very long time. That's an unforced error on our part.
    1
  8566. Thank you!
    1
  8567. The areas with concrete roofs is to support the weight of the massive bridge cranes without unduly stressing the building. They are only over the stamping and casting areas where there can be occasion to move things that weigh in excess of 50-100 tons.
    1
  8568. Maybe in urban centers, but you'd need about as many stops as addresses in the suburbs, and twice as many in rural areas.
    1
  8569. There is no stolen tech. That's a very outdated notion. BYD has very little in common with Tesla or any of the non-Chinese EVs. They design them their own way. I'm not sure if you've seen what a car factory looks like these days, but it's all robots. True for Tesla, true for everybody. There's very little human labor involved in the majority of production, and skilled assembly workers are paid solid middle class wages.
    1
  8570. Glad you like them!
    1
  8571. That's hilarious.
    1
  8572. You got it!
    1
  8573. No CEO has been more scrutinized in history than Elon, yet nothing ever turns up. All the investigators from all their rivals, all the government agencies, all the investors, and never a single credible allegation. I would argue it's more likely the experts in uncovering such things know what they're doing, and if every professional dedicated to finding malfeasance has failed to turn anything up, maybe they're not the ones who got it wrong.
    1
  8574. Tesla already had that. There are countless reasons it doesn't work.
    1
  8575. It was such a great event, and next year is going to be even bigger.
    1
  8576. Interesting. Rolling Stone certainly is going to get more clicks than "Not a Tesla App" by several orders of magnitude.
    1
  8577. They have dropped the hub motors.
    1
  8578. You get it, Frank, and the doubters are getting fewer by the quarter. But those who remain are growing increasingly unhinged. 30% gross margin?!? IN THIS ECONOMY?!? They just don't get it.
    1
  8579. You got it buddy!
    1
  8580. Range suffers in the cold regardless of how it's powered. Gas engines lose 15% of their efficiency from a sunny spring day to below freezing. How many cars on the market have 800km (500mi) of range?
    1
  8581. We will!
    1
  8582. That one is much shorter. Condensed from condensed.
    1
  8583. The harder they negotiate, the sooner they offshore those jobs. The longer this strike drags on, the better my stocks will perform. I'd rather see you prosper for generations than see my stocks do well. You and I are not the same.
    1
  8584. English is not his first language. I knew what he meant and so did everyone.
    1
  8585. China is a capitalist man wearing a communist hat. They stopped being what the cold war showed communism to be last century.
    1
  8586. Why not?
    1
  8587. Why? There's no performance or longevity difference between the two. The only material difference is the cost to produce them, and the amount of space required to do so.
    1
  8588. Those markets are well served by 2nd hand vehicles. There are no sub-$20k new cars in the US. There might be one or two trims that still theoretically exist, but dealers seldom put them into inventory.
    1
  8589. Thank you so much!
    1
  8590. Ha ha! You bet, Joe! You don't have an email listed, but I do. Shoot me an email and I'll show you my tracker spreadsheet. It's pretty wild! It's all in the newest video I did, and I did have to rely on some of your wide shots of the site.
    1
  8591. Glad you liked it! I had high expectations and it still impressed me even beyond that.
    1
  8592. Much appreciated!
    1
  8593. If you gotta have the biggest, baddest, fastest, then yeah, dino burners will quickly go extinct.
    1
  8594. Solid idea.
    1
  8595. Federal law requires 8yr/100k mile battery warranty.
    1
  8596. Glad you enjoy it! See you guys when I'm back in town.
    1
  8597. Correct. That's the only model that's production constrained.
    1
  8598. Rivian has a few advantages, but a tough road ahead for sure.
    1
  8599. Without a doubt, but just you wait until you see Qs 2-4. Those will be more bananas still.
    1
  8600. Hope you enjoy it!
    1
  8601. Everyone seems pet aware of that. What's less known is how well it will work. The release has been extremely cautious.
    1
  8602. Naw, the sky still isn't falling. We just need to maintain perspective and not lose sight of the risks. I ran a video on October 6th warning that the stock price could continue falling. I got a bit of heat for it, accused of spreading FUD, but here we are 10-weeks later and the stock is down another 25%. We deserve to be honest with ourselves. If we refuse to consider the downside, we risk wandering off a cliff. We've seen the ride-or-die attitude destroy investors in other companies.
    1
  8603. They should absolutely grind it flat.
    1
  8604. DAGNABBIT! Yep, you got me on that speak-o. Drat. Well I'll be more careful next time. Thanks for the catch!
    1
  8605. No they absolutely can not. Nio stations have attendants.
    1
  8606. Most of what I shared has since conge out. These are the realities. That's why they were so desperate to get Cory Steuben on board. If what I was told wasn't true, they wouldn't need him.
    1
  8607. That's a really funny idea.
    1
  8608. Lol
    1
  8609. Not ten constantly, but cars don't all charge at once, and they rarely need a full charge every day. More commonly once or twice a week. If your neighborhood doesn't have a problem when everyone cooks their turkeys at the same time, they can surely handle a few cars charging overnight. If you mean those insane chargers, those wouldn't be put in a neighborhood. Wherever they go, they'll need new transformers.
    1
  8610. But why? They only had issues in one part of one city. It wasn't even the coldest city. It was just the type of cold they weren't accustomed to. I had a flight rerouted years ago because my layover was in Vegas and they had a snowfall. They didn't have plows because it generally only takes an hour to melt on its own, and having a fleet of plows sitting around for the once-in-a-decade incident doesn't make sense. When you plan for EVERY eventuality, you wind up with something that's ALWAYS inefficient and overbuilt.
    1
  8611. Those words don't make sense in that order. Is that some conspiracy code talk I'm not cool enough to get?
    1
  8612. I see.
    1
  8613. That's what the appeals process is for.
    1
  8614. I've always wondered if managers would be the first to be replaced, or the last.
    1
  8615. Canada didn't cause that. You're punishing the wrong people.
    1
  8616. Why didn't he use FSD? Bit odd, don't you think?
    1
  8617. GM put LEAD ACID batteries under the floorboards? Was the floor a foot thick?
    1
  8618. Appears there's still some time left to go.
    1
  8619. You're not that thick, Morbius. They began replanting at other locations in the greater Berlin area in 2020, and completed the 3x in 2021. Deforestation had been ongoing for centuries and there were plenty of places that stood to benefit from having more coverage. That's where they planted the trees displaced by the former pulp farm.
    1
  8620. That doesn't create a standard. That pidgeon holes you into outmoded designs. Any potential benefits will expire before they roll out. Automotive product development cycles are 3-5 years, even in China.
    1
  8621. Thank you so much 😀
    1
  8622. Could be, though we've seen a lot of "the end is near" predictions for a long time.
    1
  8623. This was an absolute treat. Great stuff Sandy and John.
    1
  8624. Wow man, thank you!
    1
  8625. India comes to mind.
    1
  8626. It's more believable than any of his price targets.
    1
  8627. Those early mp3 players were game changers!
    1
  8628. Are you thinking about the right company? That sounds more like the Hyperloop to me.
    1
  8629. Much appreciated. I'm pretty insecure about my voiceover skills, so thank you for that.
    1
  8630. So you don't disagree with any of the facts, just the conclusion. If they want to have someone reach out to me, they're welcome to do so. There's a follow up video to this one that will be published in 9hrs.
    1
  8631. Neat! Maybe.
    1
  8632. The 2nd half of your statement was made pretty clear by the first half. ;)
    1
  8633. Your comment? I mean it's bad but not THAT bad. Nothing has changed except the politicians are more outraged. That didn't equate to malfeasance and I suspect you already know that
    1
  8634. Nice! Pete loves the chrome trim, while a lot of buyers pay extra to have it deleted.
    1
  8635. Awesome! Thank you!
    1
  8636. We only recorded about an hour of our 2+ hour conversation. I can assure you, he is not. Neither of us is of the opinion that anyone is infallible, but we see a clear advantage for Tesla at the intersection of these technological breakthroughs, and how they are well positioned at the crossroads.
    1
  8637. Thanks! It was a lot of work, so I am a bit disappointed so few have seen it yet. :(
    1
  8638. Who said that? If a channel told you to expect 50% in 2024, they deserve to be named and shamed. I'm not aware of anyone that did.
    1
  8639. Your point isn't just solid, it's so solid it took me this long to reply to it. You're right. The "completion" date may have little bearing on production, and I'll include that possibility in future updates. Not just because you brought it up, but because you brought it up in a way that made me go back and look at Giga Shanghai, and their timeline from "not terribly done" to "cars rolling off the assembly line," which was quicker than I think we remember. Four months from exterior walls to production. Not bad, not bad.
    1
  8640. You guys are both awesome!
    1
  8641. Thanks 👍
    1
  8642. Did it? I thought it was all carbon fiber, but maybe that was the structural elements.
    1
  8643. No 3rd row yet, which is honestly good news for me, otherwise I'd have to think about whether or not I could afford one.
    1
  8644. You have to wonder.
    1
  8645. You did it!
    1
  8646. That wouldn't surprise me.
    1
  8647. Not that I'm aware of, but I had some wild times in my youth, so never say never, I guess.
    1
  8648. Glad you enjoyed it
    1
  8649. Does that cause stress?
    1
  8650. No argument from me.
    1
  8651. Think of the savings!
    1
  8652. Interesting.
    1
  8653. You deserve more, but I have to ask, you make $1,100 a week and can't afford rent?
    1
  8654. Yes it was!
    1
  8655. If I don't show the bad along with the good, how can people know if I'm even being honest about the good things?
    1
  8656. Doesn't sound like this product is aimed at you.
    1
  8657. I share almost none of your conclusions.
    1
  8658. Germany really isn't interfering at all. They approved the factory expansion despite local objections.
    1
  8659. If I hadn't paid for it, I'd consider it. :(
    1
  8660. I appreciate that. That's a nice reassurance that the work is paying off.
    1
  8661. Big if true... is it though?
    1
  8662. You got it!
    1
  8663. Hard to argue the vandalism and arson is due to retooling.
    1
  8664. Then it's indeed not the reason you think. ;)
    1
  8665. This was mentioned by one of my Patreon members too. I'll be looking into that more closely this week.
    1
  8666. I don't see what I can't see, but it's possible the channels you're posting to have removed them, or filters with different keywords than mine. I haven't removed any of yours (ever) that I'm aware of.
    1
  8667. Hell of a deal.
    1
  8668. That's great! All my videos go up on Starlink as well. It's so, so, so fast. By the time I finish writing the description, my upload is done. That used to be HOURS on Comcast, and my cap was a source of constant stress.
    1
  8669. Not likely. The goal is to maintain parts commonality with Model 3.
    1
  8670. Hope you're safe and well!
    1
  8671. Thanks, will do!
    1
  8672. I cover that as well. I try to cover a variety of topics.
    1
  8673. What does it charge at?
    1
  8674. It's an interesting exception because when they planned it, they would have needed the entire footprint to reach their battery production goals. Process and other improvements have allowed them to exceed the initial output objective without using as much space as the tech at the time would have required. I think they've also run into a talent shortage since Reno is a fairly small market and even if they took all the qualified engineers, they'd still find it isn't enough.
    1
  8675. It appears the licensing fee was prohibitively high.
    1
  8676. Thank you! 😃
    1
  8677. You had time to write this but not to watch the video? The answer to all your questions is already there.
    1
  8678. I think it came across accurately.
    1
  8679.  @Crunch_dGH  It's gonna crush Pike's Peak.
    1
  8680. I lived and worked in China. I've been to China more times than most Americans have been to any country. I will await your apology.
    1
  8681. Thanks!
    1
  8682. Do you want to participate here? It's hard to tell sometimes. What's your objective?
    1
  8683. That's a lot of great info. Thanks David! By the way, Phil has asked me to come back to present to the Oregon Owners Club again in the future, so that's exciting!
    1
  8684. They're already running ads. Ads work. Not all ads, but they do when they're run in smart ways.
    1
  8685. Somebody hasn't seen how many cars are on-sight, let alone watched ANY of the recent videos. :/
    1
  8686.  @CodeLikeHell  then maybe watch it again with your eyeholes agape, because it's right there, my friend. Same FUD I've been reading since I bought in at $37.
    1
  8687.  @CodeLikeHell  no one should expect patience and grace when they're being dishonest. You've made bold claims which are demonstrably false. That is what's rude.
    1
  8688. There does not yet exist an economical way to get hydrogen from water. This has been an area of research for 70 years and the breakthroughs we've seen have only resulted in very small improvements. If you have a bunch of power on hand, no matter how cheap you get it, it's still more efficient to put it directly into batteries than anything that uses hydrogen.
    1
  8689. @Crissa Ketavr We don't know, that's true, but it isn't a bogus claim. Just eyeballing I can see how it might not fit with the shape, but we'll have a better understanding soon enough.
    1
  8690. I was expecting 2,000 deliveries, but hadn't done the math to actually try to get a solid number. They already have the production capacity to hit 10,000 this year easily. What they lack is the buyers at the price they're trying to get, and the capacity to lose enough money on each unit to hit that target. 7,000 units at a loss of a mere $50k each would be $2.45b in additional cash burn, and it wouldn't be a number high enough to significantly increase their buying power.
    1
  8691. Foam strips? Did I miss that?!?
    1
  8692. You son of a bitch I'm in.
    1
  8693. Doesn't have quite the same ring to it.
    1
  8694. Do you not like the choice of word, or just haven't looked up the definition?
    1
  8695. Because we have so much fun, and I appreciate what he brings to the discussion. I could do any of these presentations all on my lonesome, but it's easier and more fun with a guest, and Randy is kind enough to promote the heck out of me over on his channel, so the timing works out well.
    1
  8696. I love it! I've turned my default charge down to 70% since ratcheti6back up in advance of a long drive is now painless.
    1
  8697. Appreciate you, thanks!
    1
  8698. Nonsense. Lies don't deserve promotion.
    1
  8699. Without a doubt.
    1
  8700. They already have.
    1
  8701. I've had the misfortune of only going during the absolute height of summer. I had a friend who lived in Reno for a few years and he loved the climate. Still has proven a bit of a hard sell for some considering relocation. I can't speak to the thinking behind Panasonic's decision, but I'm confident they're acting with all factors considered.
    1
  8702. See? That's why I need you guys to keep me honest here. :(
    1
  8703. Every completed factory has solar. Shanghai, Berlin, and Fremont couldn't fit more if they tried. Giga Texas has the largest single rooftop solar array in the world. Give them time to finish it
    1
  8704. Not a loss. I bought QQQ in 2002. It's down from ATH, but so is TSLA. I have confidence it will outperform the index.
    1
  8705. OSHA rules don't apply, but they're designed to do human tasks, so building capacity beyond human expectations would be unnecessary.
    1
  8706. I said if take rate increases by 10% against new output, that would be equivalent to $1,200 per unit sold.
    1
  8707. Nameplate capacity is 100k (though I imagine it could go 15-20% higher.) They're currently running at about 80% of that capacity.
    1
  8708. They'd just charge more for it. If they're customers are happy, I'm happy.
    1
  8709. All cars die after being submersed in saltwater. This isn't new. https://www.autoweek.com/news/a1710801/saltwater-carbecue-hundreds-cars-including-brand-new-maseratis-burn-italian-port/ See that? HUNDREDS of cars caught fire because of saltwater exposure, and none of them were electric cars. Even Toyotas are not immune to the sea: https://www.autoguide.com/auto-news/2012/11/toyota-prius-models-catch-fire-as-a-result-of-hurricane-sandy.html Toyota is in trouble and the know it. Their best bet is to convince people that fear is a good substitute for facts. Be better than that.
    1
  8710. LFP still requires lithium. Canada has 6 mines, while the US has just one, and Mexico has none.
    1
  8711. Steel is a cheaper construction material in north America than in other parts of the world. In consideration of the rail stub allowing them to transport mega-massive prefab concrete elements to the site, this represented a cost and/or time savings in terms of construction, and may future-proof the site a tad in terms of what they may wish to build in there next.
    1
  8712. Guy, we're past that. The Bolt recall was ages ago, and even those were still 5x less likely to catch fire than a gas car.
    1
  8713. Thank you! Cheers!
    1
  8714. Walking is a much smaller task than anything else they're working on. Understanding the world around it enough to know how to perform a novel task will be the real challenge.
    1
  8715. It's the only factor I can isolate.
    1
  8716. Glad it was helpful!
    1
  8717. While I appreciate your sense of humor, the delivery fell entirely on its face. You have to make the premise at least a little bit believable or the audience won't understand the setup.
    1
  8718. The ads on Tubi are relentless. I just can't do it.
    1
  8719. The predictions of bankruptcy are persistent and without historical precedent.
    1
  8720. You bet!
    1
  8721. When EVs are raised to export levels (safety, quality, etc.) they typically lose their price advantage since so little of the car's cost is labor.
    1
  8722. Who are you angry at? Randy isn't a king. Very weird.
    1
  8723. Yes, this random turbohater who obsessively posts negative comments knows better than Motor Trend... Did you miss the part in the video where I said it wasn't new, and that I've seen examples of it going back more than 30 years? Maybe your head was too far up somewhere to hear it clearly.
    1
  8724. Every one of these issues has been addressed in previous videos in the series.
    1
  8725. You got this!
    1
  8726. You were supposed to watch it on your phone. That's on you, my guy.
    1
  8727. Well that was a fun half hour of deleting spam. Would be pretty slick if YouTube cared about these things... like at all... which they don't.
    1
  8728. You're doing TERRIBLE today. Good gravy, my guy. That story came out 24 hours ago, and I've already shot the context video. It will be out tomorrow morning. You have to step up your game. My patience for trolling is limited today.
    1
  8729. I had trolls snapping at me within hours of the Rober video coming out demanding to know why I "refused" to address it. Refused?!? Give me a second to at least watch it first.
    1
  8730. I appreciate that. I've been interviewed a number of times for projects I've been involved in, and understanding what questions to anticipate is a big part of preparation. I'm always trying to anticipate how they'll answer based on how I phrase the question, so quite a bit goes into it.
    1
  8731. For a warehouse or retail building to meet their demand from rooftop solar isn't quite as unreasonable. That's IKEA's target. But manufacturing consumes vastly more power than cash register. Even the HVAC per footage is more demanding since there's going to be massive amounts of heat related to production that needs to be mitigated. Even the fact that factories run overnight instead of shutting down increases the draw for things like lighting, and while modern bulbs are remarkably efficient, illuminating a space this large is significant. It can still be a net win without satisfying 100% of demand.
    1
  8732. All the steps on earth need to be the first proof of concept, then building exactly what's intended for Mars on the moon. It will take well beyond 2030 to get all the mission critical elements ready to do this on the moon. These steps should be taken, but pretending it's going to happen quickly without an Apollo-scale investment is improbable. Some of the suggestions I've seen proposed include re-engineering human DNA to be suite to Mars. That would face monumental ethical, practical, and legal obstacles, none of which would likely be overcome in ten years.
    1
  8733. You gotta do better than that.
    1
  8734. Thanks for the tip! I do not have that ability to ask for such footage from the drone pilots, unfortunately. It would be ideal, but it's apparently not going to happen. :(
    1
  8735. Glad to help!
    1
  8736. Wow, thank you!
    1
  8737. Kinda makes ya think.
    1
  8738. Thank you so much!
    1
  8739. @Anthony Pelchat Exactly this.
    1
  8740. Glad it was helpful! I've had other YouTubers tell me I MUST make videos between 8 1/2 to 10 minutes to pander to the algorithm, but I just can't do it. When the info is done at 6 minutes, I'm not going to stretch it out for no reason.
    1
  8741. Which brand? We covered about a dozen... wait, is this ANOTHER comment from someone who forgot to watch the video first?
    1
  8742. I think it's a towing screw.
    1
  8743. Exactly. And they'd layoff or reassign staff rather than do a series of paid leaves.
    1
  8744. Found one... Insurance companies have determined that the parts are not more expensive than comparable vehicles. If you want to call EVERY insurance actuarial idiots, you can do that, but it's not convincing. If China has stolen Tesla's tech, which vehicles does it appear in? There was an employee who stole an early copy of Autopilot, but Alex Khatilov didn't work in China, and that software hasn't resulted in any competing products. None of the Chinese EV makers are using Tesla's battery designs, or really any of their designs, even though the patents are available.
    1
  8745. It's all done digitally now.
    1
  8746. 11:20?
    1
  8747. Have you seen how badly their hemorrhaging money? Their cash burn is the 4th worst in automotive history. There is no free lunch, my friend.
    1
  8748. It was a great question. Glad you had faith in me to ask him. :)
    1
  8749. I've seen that the launch window opens the morning of the 11th, which would still be while I'm there, but that it may happen after my departure early on the 12th. If it happens on the 11th, I'll get to watch it. I'm unable to change my flight due to both the cost and commitments I have during the week.
    1
  8750. Canada isn't a failed state, and I'm not aware of any in the EU remotely approaching that today. But touch and go in the financial crisis of 2008, but it seems well back on track.
    1
  8751. Many of us do. The market is often irrational. There are plenty who won't invest based on non-business reasons.
    1
  8752. They could build future models that way.
    1
  8753. It wasn't for sale for $40k in 2021. Even used cars cost more than that in 2021.
    1
  8754. That would definitely be a surprise.
    1
  8755. Get well soon!
    1
  8756. We have a whole separate video about exactly that coming up later this month.
    1
  8757. Which version are you on?
    1
  8758. You bet!
    1
  8759. They have indeed. What was impossible everywhere became possible in China, and now Berlin and Texas look hell-bent on matching the pace. They won't "complete" their first phases as quickly as China, but that's understandable on account of the vastly larger size and complexity. If you haven't seen my "Six-Months Progress, All Sites" video you should check it out because I also include Shanghai's second phase in it as its own project, and even that wasn't as fast as Shanghai Phase one. ;)
    1
  8760. I may have read it wrong. If this is their production from a single line, they've got a lot of room to expand within the existing footprint.
    1
  8761. Do you know how many times you guys have said that since I first bought my shares in 2019?
    1
  8762. You bet!
    1
  8763. The maze is not for you.
    1
  8764. That doesn't work for igneous lithium. Soak the rocks in water all you want, it doesn't extract it.
    1
  8765. @davidbrayshaw having lofty internal targets doesn't guarantee anything. It's getting them done that stunned Wall Street.
    1
  8766. It's difficult to produce your own fuel in remote areas. Solar panels solve this problem.
    1
  8767. The channel was weekends only when I started due to work commitments, but I've been working like crazy to make the channel more of a business than a hobby, so I give it all my spare time. Thanks for being here!
    1
  8768. There will definitely be a wait for the Lightning, but I too suspect they'll be able to fill newly placed orders before Tesla.
    1
  8769.  @Fernication  If you place an order for a Ford Lightning today, you will not get it in 6-months. The demand is very strong, the order log is very deep, and Ford only announced in January they intend to increase production to 200k units/year by the end of 2023. The wait time for both will be significant, though I believe an order placed today would get you a Lightning quicker than a CyberTruck.
    1
  8770. NASA has always hired contractors to build their rockets. That's nothing new.
    1
  8771. Why would he want to save Detroit?
    1
  8772. Wow, thank you!
    1
  8773. Never play poker against me unless you plan to take all my money.
    1
  8774. When it comed to plastic, sure. Metals and precious elements have been profitably recycled since forever.
    1
  8775. Duly noted!
    1
  8776. Wow, thanks!
    1
  8777. I don't run a hole channel. Maybe you're thinking of OnlyFans?
    1
  8778. Ain't that the truth.
    1
  8779. Thanks!
    1
  8780. Mister Hamster. It says it on the screen. I hadn't seen it before, but what an amazing channel. So much fun!
    1
  8781. Lie better.
    1
  8782. The defect rate falls sharply when you make a foolproof system. Humans are well equipped for repetitive tasks and our minds tend to wander.
    1
  8783. We've seen them use it for ground-truthing. $2m is not very many Lidar units.
    1
  8784. Jealous! Neighbor: "Wow, have you seen these gas prices?" You: "No."
    1
  8785. My pleasure!
    1
  8786. @CaliTraildude Tesla doesn't use that rail stub. It did come with the property, but they have since torn it out and have buildings there. All cars leave Fremont on trucks.
    1
  8787. Thank you so much!
    1
  8788. I was under the impression Giga Texas 2170s were being shipped from Giga Nevada, but I have not seen confirmation one way or another.
    1
  8789. Neat one. I'll see if I can make it happen.
    1
  8790. The other leading candidate being discussed is India, which graduates 1.5 million engineers each year from their 6,000+ engineering colleges. The 38 universities in Saudi Arabia are not even a rounding error in comparison. I've done the research. It's a country that doesn't yet have a compelling reason to build a car factory. For a country to make the short list for the construction of an advanced manufacturing facility, they need to check off a LOT of the boxes. You're going to want to pick a country that has experience building cars, a large domestic automotive market, abundant labor, an established supply chain, and free trade agreements that open new markets. SA is working to establish free trade with 11 countries at this time for export of manufactured goods, but other countries already have them established. The Kingdom is working hard to transform to a post-oil economic powerhouse, but this partnership is not ready for primetime. There are a whole lot of moving pieces needed to make a factory work, and they need to be established first. I've conducted in-depth evaluation of 40 countries for potential factory placement, and none of the gulf states even rose to the level of consideration because they do not yet meet the minimum criteria for consideration based on Tesla's established guidelines for localization.
    1
  8791. You bet!
    1
  8792. Yes, tons.
    1
  8793. Portland is built different.
    1
  8794. Your that strikes me as the right one.
    1
  8795. Atto boy!
    1
  8796. That explains why I never understood it. :/
    1
  8797. Is it really that lopsided?
    1
  8798. Exactly.
    1
  8799. Definitely!
    1
  8800. Tesla will only make up about 1-1.5% of the index, so if Tesla rises or falls, it will only change those funds by a very small amount. They shouldn't change much on the day of inclusion, since the funds already have those dollars, they're just moving them to a different company's stock.
    1
  8801. How do you?
    1
  8802. The nice thing is that, unlike a self-driving car, a bot with "only" a handful of mastered tasks can still have a lot of market use cases.
    1
  8803. That's all cars from the pandemic era.
    1
  8804. That frunk on the Lyric is extremely disappointing. The door handle is just plain dumb, but that frunk? Come on, guys. I'm starting to suspect Mary may not have led as much as has been suggested to us.
    1
  8805. That will be a huge improvement, so it's tough to guess.
    1
  8806. Those technologies are not sufficiently mature to count on just yet. They need something proven and bankable.
    1
  8807. I think in the case of any heavy-duty EV pickup, they'll be on the road in other countries long enough for you to fully know what the risks and limitations are before they get to your market. A mixed blessing, I suppose.
    1
  8808.  @johnmccallum9106  I wonder about that too, but I'm sure it's something they've already considered.
    1
  8809. Who told you?
    1
  8810. Any time!
    1
  8811. You bet!
    1
  8812. The construction in Berlin uses a lot more concrete than steel, but I imagine the production lines inside are both reasonably similar to the ones employed in Shanghai. Do you have information about how they may be different?
    1
  8813. Kinda do too, but I get it. Onward and upward.
    1
  8814. LOL.
    1
  8815. Glad you like them! They don't perform very well though.
    1
  8816. Soooooo close.
    1
  8817. When you know the road rules are changing and you refuse to make the investment to keep up, that's on YOU, Toyota. Many carmakers fought against airbags when they were new because they didn't want to deal with the added cost of doing the right thing.
    1
  8818. I totally agree!
    1
  8819. Glad you enjoyed it!
    1
  8820. You can only get L2 charge rates due to extension cords not having liquid cooling. If you're stopped for ages, great, but if you're on the go, not so much.
    1
  8821. This is the most underrated video I've made in ages. The wealth of information and never before seen vehicles is crazy, but so few people are actually tuning in to see it. I tell ya, this channel is the best kept secret on YouTube.
    1
  8822. I've seen the videos too. Be careful who you take your news from. The sensational stuff is almost always from channels with an ax to grind. The more dishonest, the more viral. I gave you comparable car weights. Only poor engineering makes some brands heavier.
    1
  8823. The intro went remarkably well, now that you mention it. Thanks!
    1
  8824. EVs are already so much bigger than California. I imagine there's a political calculus to it, but I'm not sure fighting EVs is the best use of resources.
    1
  8825. I think you shouldn't take investing advice from YouTube.
    1
  8826. Thanks for the perspective!
    1
  8827. It's wider than at the unveil, and the height is variable. The range for single motor is the same, dual is within 10 miles, and tried gets awfully close with the extender.
    1
  8828. Exactly!
    1
  8829. 🤙
    1
  8830. Their hardware isn't dissimilar. They all buy from the same suppliers.
    1
  8831. Elon's mission is to make humanity multi-planetary, and that can't happen without the stock price continuing to grow.
    1
  8832. Thank you SO MUCH!
    1
  8833. If you mean reclining, then yes, but only a little.
    1
  8834. He's Chris Farley's cousin... surely that helped at least a little.
    1
  8835. Awesome thank you!
    1
  8836. Absolutely!
    1
  8837. Glad you liked it!
    1
  8838. There certainly are some serious obstacles... All obstacles, really.
    1
  8839. Respect, of course!
    1
  8840. Good news! With customizable lock tones, it's already equipped to quack like one too!
    1
  8841. That sounds like Toyota's approach. They just won't be honest about it.
    1
  8842. Gross. You have access to the NHTSA report and you're STILL going to pretend it isn't thorough and robust? If you can't be real, at least be quiet.
    1
  8843. Teach me Grok, TEACH ME!
    1
  8844. I'll be on the lookout for that in 6 months when birds cast shadows in the PNW again.
    1
  8845. I kid, I kid. More of a South Park joke than anything else, really. I've only been a few times and have never had a bad experience. The people I've heard speak poorly of it were the types who go looking for trouble, and when you do that, it doesn't matter which city you're in, you're going to find it.
    1
  8846. It was amazing to share the stage with them. Couldn't have asked for a better panel, and I mean that, because I literally got to pick them myself. :)
    1
  8847.  @Travlinmo  I imagine they'll begin stockpiling in December with sales beginning in January. That's how they did it in Shanghai at least.
    1
  8848. More to come!
    1
  8849. Or not 2B? That is the question.
    1
  8850. Right. The whole thing just doesn't make any sense.
    1
  8851. That's clever.
    1
  8852. Not to worry. Your comments are about a whole, massive, separate topic. If I were to tackle it, I probably wouldn't use your comments (no offense,) but bring on a dealer to offer that side in real time. I will answer about the initial quality thing though. I've rented a number of Fords over the years, and always found them to be great. That's even considering the people who rented them before me likely beat the hell out of them. Initial quality fades. Any car company will fix a factory defect, but once it's out of warranty, you're (almost always) on your own. My F150 was a beast and it served me well. My mom's Probe was terrible. My buddy's Taurus was great, but his dad's Mustang was nothing but headaches. All of them did great for the first 3 years. I feel like Ford's enterprise/fleet vehicles (F-series, Explorer, and Crown Vic) were all built to a higher standard than the passenger vehicles.
    1
  8853. One government, yes. But ALL governments? Not as easy. They could capture 10-20% of every market globally before even getting on the radar for anti-trust reasons, and that's still trillions in investment.
    1
  8854. Gotta put it somewhere though.
    1
  8855. I wonder if the stigma of being in the dead/dying mall is too out of character for them.
    1
  8856. He knows. 😭
    1
  8857. Good choice!
    1
  8858. Thanks, will do!
    1
  8859. Same here!
    1
  8860. I think that's fair. The traditional frame rails that run the length of a traditional pickup have serve trucks well, but that doesn't mean they are the best solution. Especially when the battery already requires a rigid structure to support it.
    1
  8861. I haven't seen anything to suggest BYD's cars are more prone to fire than any other EV, and certainly nowhere close to as likely to go up in flames as a dino burner.
    1
  8862. Those are anecdotes. Data is what matters. I can show you thousands of gas car fires, but without the stats, it's not helpful. That first one wasn't even an EV. Batteries do not fail like that. Looking at the other videos by the source you provided, it's clear their agenda is not to be honest, but to be provocative. My channel has grown slowly because I refuse to engage in that sort of behavior.
    1
  8863. Do you think he was saying weight isn't relevant, or that it's not GMs biggest problem in their engineering?
    1
  8864. What even is this?
    1
  8865. Those profits are evaporating. They may be gone in a matter of years as internal combustion vehicle sales dwindle and the less profitable (currently unprofitable) cars increase in sales. You already have a 40-hour work week, but work a lot of overtime. Changing it to 32 hours will not shorten your week. That's not part of the contract negotiations.
    1
  8866. That kind of "didn't watch but here's my swampy underwear" take my fly on other channels, but you'll need to actually see what was said, and then say something that makes the first bit of sense.
    1
  8867. Glad it was helpful!
    1
  8868. No worries.
    1
  8869.  @anthonylosego  I'm not going to go into cities with Anglicized pronunciations and school them on the etymology. That would be chaos.
    1
  8870. Oh my yes. No Tesla factory is ever "finished."
    1
  8871. I'm not asking you to be better at math. I'm telling you to listen to people who are. This isn't the first pile of financial puffery we've seen roll through, and it won't be the last. We know lies when we see them. If they had a 600+ mile battery, they wouldn't need swap stations, and if they had cheap, easy, reliable swap stations, they wouldn't need a 600+ mile battery. At least one of those things is a lie, but it looks a lot more like they both are. Their cash position is solid IF they choose to skip on swapping. Europe is likely to introduce a tariff on Chinese EVs this year, so they'll struggle in that market. They can't sell in the US without a factory somewhere in North America. The inability to sell in those two markets will guarantee they stay out of the top-20 globally through 2030, by which time several other Chinese companies will be topping the sales charts in the US.
    1
  8872. Great point!
    1
  8873. She does great work. Glad we were able to connect.
    1
  8874. There's also the added benefit of having a centralized supply chain. Easier to expand existing operations than to organize entire new ones. But if a smaller country can offer a ten year tax abatement, that would make the factory there cost substantially less than free.
    1
  8875. I had a comment yesterday saying he didn't found Starlink... wait, WHAT?!? I assume they mean SpaceX, but even that is indisputable. The founding of SpaceX is a very well known story.
    1
  8876. Not the best strategy if the objective is to accelerate the world to sustainable energy.
    1
  8877. Thanks, will do! This was a topic I couldn't believe nobody had covered. I even recommended the topic to a couple of other Tesla channels quite a while back, but maybe it wasn't interesting enough. Dunno.
    1
  8878. It's still improving.
    1
  8879. It's not for you. It's for Peter. He's the only one who needed to see this.
    1
  8880. Lol.
    1
  8881. Not a thing.
    1
  8882. Sorry about that. :(
    1
  8883. We shall see.
    1
  8884. I hope you're right.
    1
  8885. Fantastic insight, thanks!
    1
  8886. Roads are cheap, tunnels are expensive. Plus if shift change isn't staggered, the tunnel would be way over capacity for 30 minutes every 8 hours, and site almost idle the rest of the day. Tunnels are ideal when there's no surface option.
    1
  8887. Very true!
    1
  8888. And that by itself can be an answer. If enough people "feel" it's a good thing, they may invest accordingly regardless of what it will actually mean in the long term.
    1
  8889. Vielen dank!
    1
  8890. What you and I think of it doesn't change the perception of the stuffy suits on Wall Street. Tesla is massively under-represented in institutional portfolios compared to any of the other mega-caps. I can't see a pension fund manager viewing the silliness and thinking that it's a good idea to get in at this time.
    1
  8891. Fingers crossed, though we'll have to wait and see.
    1
  8892. I would argue that's true for the ones sold prior to this month, but for ones sold after the name change, are they really buying FSD or are they buying SUPERVISED FSD?
    1
  8893. Thanks!
    1
  8894. Humbug!
    1
  8895. The next round of minerals is always around the corner. The best time to secure them was 10-20 years ago, the 2nd best time is today.
    1
  8896. Thanks! Nice to see you 'round these parts.
    1
  8897. Roughly the same places. B-pillar is just a bit farther back.
    1
  8898. Looks like it might be.
    1
  8899. I really hope they watch at least some of these videos.
    1
  8900. My take is that Sandy is speaking to the tech, parts, and method of manufacturing. Sandy isn't a financial analyst. I think even the most solid company could be upended and/or bankrupted by an unseen competitor on the horizon.
    1
  8901. That would be bonkers.
    1
  8902. Tesla is in the unique position (mostly with OTA, but generally as well) that recalls actually get fixed.
    1
  8903. Odd that I don't know a single one, and comments like this appear exclusively from accounts that have extremely limited history.
    1
  8904. This happened in January.
    1
  8905. Can you help me find actual legislation or regulations that spell this out?
    1
  8906. Well said!
    1
  8907. They aren't. I've made SO MANY videos discussing that. I don't know what to tell you.
    1
  8908. We're way past that. Since this video was made we've seen their warranty payout and accrual rates, and they're the highest in the industry. That proves what I was saying about their inability to design for failure. We've also seen 2 quarters of sales, and they are abysmal, while the cash burn continues unabated. If you didn't listen to me then, that's unfortunate. If you look at this video today and can't see that it's already come true, you need help.
    1
  8909. The logistics stream already exists. This is less about increasing the total number of vehicles shipped each year, and more about changing which company is building them.
    1
  8910. The headline was that he said Tesla is ahead, but that's not what he said. He said it's Waymo and Tesla in the lead.
    1
  8911. It's been pushed for for years.
    1
  8912. If you stop Corrections, I just don't know what I'll do. Be disappointed and sad, I guess. That would be like losing The Colbert Report.
    1
  8913. Tend to agree. Everyone is still improving and there will reach a point where all the brands are pretty evenly matched, much the way they are in internal combustion cars today. People have their favorites, and some are better in some ways, but they're not all that different when adjusted for price.
    1
  8914. Itty isn't true. Teslas wil gain $6b if the como plan moves forward.
    1
  8915. The idea that you think "gay" is an insult suggests you're not old enough to be investing yet. Might want to retire that one before you get to high school. It's going to hold you back.
    1
  8916. Awesome, thank you!
    1
  8917. Somebody wrote those comments. Like actually thought about it, typed it up, saw what they wrote, and thought "yep, that's the sort of thing I bet nobody's thought of!" I appreciate the discussion though. For every person asking something insane, there are surely thousands of people thinking it.
    1
  8918. They're more likely traders. They only make money when people are trading, rather than holding.
    1
  8919. Why lol?
    1
  8920. I think you're right.
    1
  8921. In my head it started earlier, but you're right. Thanks for that.
    1
  8922. Much appreciated!
    1
  8923. He's fine pretty well.
    1
  8924. She could be very good at whatever her job is while while lacking in other areas of life.
    1
  8925. I'm not sure if you watched the video. It doesn't sound like you did. That was our conclusion as well. Even in places where mass transit is widely available and effective, car ownership remains around 80%. What really changes is the number of miles driven per year. There's a movement that suggests all cars are all bad all the time, so we're looking at it from the practical side. Cars will not just disappear no matter how much mass transit you throw at it.
    1
  8926. There are plenty who don't like the company without making it their entire identity. Anti-fandom is absolutely a mental illness.
    1
  8927. I say it three-oh-ex. I similarly wouldn't say three hundred and sixteen to refer to it.
    1
  8928. If the company has been so bad to you, why didn't you leave? Surely it's not a sense of obligation to such a cruel and heartless pack of bastards, so what is it? The UAW's objective was to cause enduring pain to the company that's given you everything you have. They're doing a great job of that. The more you get, the sooner your factory will be closed. That's not a noble pursuit. When I put "burn it down" in the thumbnail, I meant Shawn, but I guess that means you too. It saddens me that I care more about the survival of your industry than you.
    1
  8929. What on earth is a "g vehicle period"? Might want to get that checked my friend.
    1
  8930. I believe Nikola is 180k square feet. Basically a rounding error.
    1
  8931. Ah, you must be a time traveler. Welcome to the world of tomorrow!
    1
  8932. I suspect your assessment is correct, but we'll know for sure in a couple days. ;)
    1
  8933. 100,000 miles isn't enough?
    1
  8934. I think the rolling tonneau will block your access.
    1
  8935. Is it? Because now that Model Y deliveries have resumed, they've jumped back to #1 in Norway.
    1
  8936. I thought two cellos was the key metric. It would definitely fit one.
    1
  8937. Someone lied to you.
    1
  8938. 95% of the comments that we see. Scotty Kilmer's team prunes critical comments. It would be reasonable to assume ding dong Farmer does the same. Curating the audience is how a lot of halfwit hucksters maintain their illusion of expertise.
    1
  8939. It apparently goes into standby mode at 10% to prevent a complete drain.
    1
  8940. Just did. I found nothing.
    1
  8941. They likely wouldn't have enough juice for everyone to charge at once, but anything built in the last 40-50 year should have enough for overnight charging on all but the coldest of winter nights (assuming electrical heating.) If they can handle dryers running during the day, they can handle cars charging at night. Not everyone needs 300-miles of range added every night. The average driver only does 33-miles a day.
    1
  8942. There's already been an announcement for a new factory in China which is expected to double the production out of Shanghai. This makes a lot of sense since the process there is well understood and it's a reasonably safe bet. I will defer to your expertise in terms of India and their timelines, but I still believe Tesla will add more factories in additional countries as soon as it is reasonable and prudent to do so. There are brilliant engineers around the world who won't or can't relocate for a variety of reasons. That's one reason companies in the US will open offices in Canada, despite it being so close by. Some folks just need to stay close to home. Add to that the economic and political uncertainty of having too many eggs in one basket. If Giga Shanghai was Tesla's only factory, they'd be looking at a catastrophically bad Q2 in terms of production. Fortunately, Fremont, and to a lesser extent Berlin & Texas, are able to pick up the slack.
    1
  8943. Why you lyin, guy?
    1
  8944. Wrong venue. Politics only slows us down over here, and makes awesome people attack each other.
    1
  8945. Snakes.
    1
  8946. Bells and whistles, like any rival in the space. The sunroof opens, which a lot of people will like. The rear corner windows roll down, which adds a little more wind in your hair. The interior appointment is a lot more traditionally "nice". Some buyers just want something different, and this scratches that itch. The real question is if they can survive to profitability, and that path remains very challenging for them. This car should be priced a lot closer to the BMW iX for what you get, and even then I'm confident Fisker would be losing an ocean of money on each one sold.
    1
  8947. You should watch the video before making such a fool of yourself.
    1
  8948. Glad you're officially part of the family!
    1
  8949. It's more about the cost. If you could reduce power usage by 2% for a cost equal to half that, you'd probably want to do it.
    1
  8950. Would be, but no one who knows anything is claiming that.
    1
  8951. That's brutal.
    1
  8952. Is there a body in white in an unboxed design?
    1
  8953. Maybe, but it isn't very robust, complete, or universal across brands.
    1
  8954. Crystal gravy.
    1
  8955. Steel trap, my friend. In my teens and early adult life people thought the way I don't forget things just fills my head with useless information, and at the time they were right. Now that I'm an analyst it turns out that the ability to recall small details from the past is incredibly useful for spotting patterns others would gloss over.
    1
  8956. I've never asked Elon for an interview, though I have supported requests from better channels in their pursuit of the opportunity. While anyone knowledgeable about Tesla and SpaceX could ask better questions than these guys, I'm under no illusion that my efforts would be worth his valuable time. I didn't suppose you were religious or political in either direction. You're making personal attacks directly to a stranger though, so there is that. I suppose that tells me something about you.
    1
  8957. Which guy? Did you watch the video?
    1
  8958. That's how it's written, but there's no mechanism to recover it, making it effectively refundable.
    1
  8959. Congress controls the spending. People lose their mind about unelected government goons interfering until it's THEIR unelected favorite. If this stands, imagine how people you don't like it trust will use it in the future. That's the whole point of checks and balances.
    1
  8960. That's a very solid theory, thank you!
    1
  8961. None at all, since it was canceled.
    1
  8962. Many thanks!
    1
  8963. lol
    1
  8964. Tobias Lindh has said that it's bigger by square footage if you include the additional buildings, though I haven't been able to find anything to confirm that. The footprint in Texas is definitely larger for the main structures, and Texas has very few single-floor areas, unlike Berlin. I compared what they look like from above a while back. Take a look at this and see if it adds clarity (comparison within the first minute) https://www.youtube.com/watch?v=GkSPhu92yKQ
    1
  8965. Well he wasn't born yesterday.
    1
  8966. Thank you so much!
    1
  8967. Thank goodness, or we might have mistaken it for something else. ;)
    1
  8968. Turns out the answer is YES! It's indeed called a Powerpack. Bigger than a Powerwall, smaller than a MegaPack.
    1
  8969. Ouch.
    1
  8970. It's about 1/3rd of 1% of global energy.
    1
  8971. Thank you Peter!
    1
  8972. Glad you enjoyed it!
    1
  8973. Did you mean per day?
    1
  8974. How DARE you, good sir! I shall challenge you to a duel!
    1
  8975. Thank you so much!
    1
  8976. Good call!
    1
  8977. Bear had been out to the site dozens of times (maybe 80 at that point) and had never once seen an employee come out to talk in person.
    1
  8978. He bought them, and licensed the name and existing IP. Nikola also has some stake in Ember, but I don't think they understood the depth of the marriage when they agreed to it.
    1
  8979. Are you joking? That's literally what the newest video is already about. What the heck, man?
    1
  8980. I suspect battery power density will still need to improve quite a bit before any manufacturer can tackle that market for a price that isn't insane.
    1
  8981. No u.
    1
  8982. Thanks!
    1
  8983. Same to you!
    1
  8984. They didn't say that. I said that. That was a ME scooo.
    1
  8985. Bad conversion on my part.
    1
  8986. The charging money was deployed. Chargers went in. Tesla got paid more than anyone else. Who told you they didn't build chargers? I didn't say trump is listening to him, but that he owes him. He's promised to slow EVs. I believe him
    1
  8987. You may not like the video I'm uploading now then. :/
    1
  8988. Glad you enjoyed it!
    1
  8989. LFP's are being made next door, but there's already a MegaPacktory in Lathrop, CA.
    1
  8990. Thanks! I'm not a fan of intros generally, but if you gotta do one (and I get it, even the biggest shows on TV do,) you GOTTA keep it short. Dexter had a brilliant intro, but it was about a day long, and they almost never updated it. Westworld updated it each year, but it was still too much. Breaking Bad was brief, concise, and approaching perfection in my view.
    1
  8991. That was equally true when Giga Mexico was announced.
    1
  8992. Appreciate that!
    1
  8993. The audacity!
    1
  8994. The only scientists who disagree are the ones whose paychecks depend on it.
    1
  8995. Didn't notice them, but it's still so far from production it won't much matter. They've got all the time in the world to get it sorted.
    1
  8996. Can't wait! It's going to be interesting, that's for sure.
    1
  8997. You and me both!
    1
  8998. Thank you!
    1
  8999. I know more people who ordered dozens with the intention of running them as robotaxis than contractor fleet vehicles, but it could be both. It's also vastly more expensive than expected.
    1
  9000. Got one a few hours after this was shot, so you were right!
    1
  9001. No one said anything bad about Ukraine.
    1
  9002. You got it Robert!
    1
  9003. Longview, Wa.
    1
  9004. I'll have to think about it.
    1
  9005. I appreciate that, Bill. It's an awful lot of work, so hopefully it works out over the long term.
    1
  9006. He's made videos on a Tesla, but not recently. He knows roads more than the cars that fill them.
    1
  9007. It's become apparent that he's no ignorant, but lying. He's been purging comments on the video that point out the countless errors and omissions. That's very telling.
    1
  9008. Indeed! That means the ramp is a logistical plan more than anything.
    1
  9009. China no longer requires joint ventures. These cars would be built in Mexico, just like Ford, GM, and BMW build cars in Mexico, which are then sold into the US. No president has the power to stop that, and Trump was the one who negotiated the new trade agreement with Mexico which allows this.
    1
  9010. I doubt it will be that much, but it will be something.
    1
  9011. Why would they need to post signs?
    1
  9012. Thanks 👍
    1
  9013. Wow thanks! They don't perform very well. Maybe a top ten would do better?
    1
  9014. Is that why? Not being cynical, I'm too far detached to know why. Unfortunate either way.
    1
  9015. I've seen different timelines at different points, but I don't recall hearing May. The site was originally going to be built in 3 phases, but following the two rounds of $5B fundraising they shifted to doing all three phases at once, which would necessarily push the completion date out by quite a bit.
    1
  9016. Thanks for the link! That article references the timeline from before the 2 big fundraising rounds when they were planning on only building about 1/3rd of what we see now. The expanded scope has definitely bumped the timeline out a bit. Dry-in only started in March, which was 2-3 months behind schedule.
    1
  9017. Agreed.
    1
  9018. I don't get it.
    1
  9019. I addressed this.
    1
  9020. Quite literally.
    1
  9021. The price drop helped. Not leasing though, I've never done that and I'm not sure it's for me.
    1
  9022. Nice.
    1
  9023. Do we?
    1
  9024. No one is literally giving up. Some are just doing a poor job. EVs are already here. There's no going back.
    1
  9025. Tatas are everywhere. Take it from me, even middle aged men have Tatas.
    1
  9026. Happy holidays! I'll get on it.
    1
  9027. Glad you enjoyed it!
    1
  9028. Awesome, thank you!
    1
  9029. Working on it! The trajectory is right. At least survival is no longer in question.
    1
  9030. Yes. Many do.
    1
  9031. In business? No. In the transition to clean energy and a sustainable economy? Also no. In the quest to make like multi-planetary? Still no. This is personal.
    1
  9032. There's no park for THREE HOURS.
    1
  9033. Yes, yes, THAT's what's going on.
    1
  9034. He's knocked out a lot of the free advertising Tesla used to get. Channels have gone broke over the backlash, and high profile guests have been canceling event appearances. People used to rave about it. Now, not nearly so much. It's unfortunate.
    1
  9035. Thank you!
    1
  9036. Okay!
    1
  9037. It's like Formula One technology. It makes it's way to all the other cars.
    1
  9038. Congrats!
    1
  9039. They hung up a bit, but otherwise worked fine. The instance that caused them to lose their permit had nothing to do with the tech, and everything to do with the company. It's unfortunate, but pride cometh before a fall, I guess.
    1
  9040. Up 9% since the election. Zoom out. I don't celebrate people tapdancing when it jumps either because it doesn't really mean anything.
    1
  9041. Can't catch 'em all.
    1
  9042. I was there in June, and will be back next June. You'll have to come see us at Pere Marquette on June 15th! Follow the Tesla Owners Club of Michigan for more details.
    1
  9043. Nikola has decided that I'm not someone they're interested in having at their events, unfortunately. I had reached out to them before my site visit, and they declined participation. But when they saw that I ran the video of their executive speaking candidly to what was plainly a camera crew, that was the final nail in the coffin. I'd love to come see their factory and see what's going on inside, but my channel is small, and they apparently have less than zero interest in it, so I'm stuck boosting them from afar. It's unfortunate. I've been nothing but kind to them since that interview. They just don't see it that way.
    1
  9044. And keep their reservation number. That's worth money right there.
    1
  9045. If you're curious where my optimism for MIC MY comes from, it's because I always watch every single drone video from Wuwa and Jason Yang (and all the other pilots at all the other sites, but this is about China) and you can see how well the Model Y line is running by looking at the activity over the SE corner where they massive heat transfer units are. When those are idle, there's little production, and they are almost never idle. They are typically running and around 20-30% capacity. This is anecdotal and doesn't provide enough data to add it to a spreadsheet, but it's certainly enough to leave an impression. I'm hoping to go live in a couple hours with a production recap video. ;)
    1
  9046. I'm offended by people being convinced of something based on misinformation. You should be too. I live in the West and have driven through wildfires, but never through a solid wall of smoke. No one does that. That's not a thing. It's a made up test because it achieves the desired outcome while ignoring that lidar literally can't see through fog, which is thousands of times more common.
    1
  9047. I have PayPal! If you go to my ABOUT page it should list my email, and that's the one I use for PayPal. ;)
    1
  9048. I guess you know less about business than you imagine. People love to hate on Walmart and Amazon, yet they proudly plaster their logos across as many trucks as they can.
    1
  9049. I bought in at $13 and I can't touch it for another 9 years. I'm doing okay. But WHY did I buy in May of 2019? Because I could see things others couldn't. Why didn't I sell at $400, or when it fell to $100, or when it went above $400 again? Because I can still see things you can't. Worry about yourself, champ.
    1
  9050. I'm under no obligation to answer that question.
    1
  9051. I've only seen battery proposals for short hops where they fly for 30 minutes and sit on the tarmac for 90-minutes or longer. Because of the high drain requirements of flight, I believe they'll be the last to make the switch. Not because they're stubborn (which they very well may be,) but because the physics are stacked against them for a while yet.
    1
  9052. I'm not aware of him having that position.
    1
  9053. I've got a BUNCH of those in the works, so I'm happy to hear this!
    1
  9054. Appreciate hearing that, thanks Kris!
    1
  9055. Darn chronological order got in the way again!
    1
  9056. You'd be surprised how little hoes through editors at some of the biggest publications.
    1
  9057. The logistics of adding that would be prohibitive.
    1
  9058.  @sillystuff6247  would have been a smart bet. I beat everyone again.
    1
  9059. That's a very strange suggestion.
    1
  9060. He's got his head on straight.
    1
  9061. Elon hates a lot of people.
    1
  9062. Also all the brake dust.
    1
  9063. Will do!
    1
  9064. Doesn't look like a new chassis to me.
    1
  9065. Thank you!
    1
  9066. More brands than that. Kenworth/Peterbilt, Volvo, BYD, and more. The market is vast and largely untapped. None of them compete with each other as much as with the legacy products, and unfortunately for everyone but BYD and Tesla, they're competing against their own, more profitable offerings.
    1
  9067. Too short ot too long?
    1
  9068. And fired an entire division? That doesn't add up to me.
    1
  9069. @rw9796 Re-read the comment. "They" refers to members of the UAW, not employees of it. I suspect JDCarguy is talking about the 2008 bailout, without which the Big 3 would have been in a very difficult spot. If they had all survived, which is not certain, they would be a pale shadow of what they are today (specifically GM & then-Chrysler.) Hostility is the wrong approach here. Stop attacking and start discussing. You're painting UAW members in a very hostile, combative light, that is not only failing to win supporters, but turning away plenty you already had.
    1
  9070. We have fun.
    1
  9071. At least I have your shoulder to cry on, amirite?
    1
  9072. You still need the juice. Having inductive charging doesn't negate the complication of bringing power to a site and the entirety of the division capable of handling that appears to have been let go.
    1
  9073. We do get a slice of Premium, but I don't know if the ads vary. I'd still say skip 'em though. If watching pays more, your time is more valuable. If you feel guilty, just offer me the change in your pocket if we ever meet, because that's easily worth hundreds of videos worth of ads.
    1
  9074. A certificate of appreciation, though you have to generate and print it yourself.
    1
  9075. You didn't use enough pepper.
    1
  9076. Good question!
    1
  9077. What would you do differently, oh wise one?
    1
  9078. You betcha.
    1
  9079. Many jimmies were rustled.
    1
  9080. Yes! Thank you!
    1
  9081. The production line was installed in Q2. 4680s are already in production in Texas and other locations.
    1
  9082. Verdict was handed down, the settlement has not. If they can't reach an agreement between the parties, the judge will determine an amount for damages. Once that happens, they can appeal it.
    1
  9083. What an idea! I mean, it's a terrible idea, but no worse than their current plan.
    1
  9084. Well fingers crossed it's you! But I'll do the selection on-screen so there's no room for preference.
    1
  9085. I was there for two weeks in May. Got pretty lucky with the weather.
    1
  9086. There really aren't. You can beat a Tesla in any single category, but finding a car that can beat it more than one, or maaaaaybe two categories is an impossible task.
    1
  9087. If you believe that, you should not be in charge of your finances.
    1
  9088. Thank you kindly!
    1
  9089. Megapack factory I'm California and Shanghai were both on time. Phases 1 & 2 in Shanghai were both on time. The Model Y came out 6 months ahead of schedule. 3 & Y refreshes were exactly on time. Every FSD milestone Ashok listed was on time. Your memory might be selective.
    1
  9090. Fingers crossed they can get it commercialized sooner than later.
    1
  9091. That should be easy enough.
    1
  9092. Why can't it go from Shanghai to Beijing?
    1
  9093. Gotta keep the lights on.
    1
  9094. Maybe so, but they have to focus on what they believe will sell and they can't do everything.
    1
  9095. If they aren't buying an EV, and many people swear they never will, they can't see how it helps THEM.
    1
  9096. You won't come back in a year. You guys never do. You just drop angry comments and slink away in shame. I cover companies and claims like these for a living. I succeed because I'm almost never wrong.
    1
  9097. There will definitely be regulatory hurdles.
    1
  9098. Thanks!
    1
  9099. What if a lease was super cheap? Something like a few hundred bucks a month would make for wide adoption, and at $100 it would become hard to resist.
    1
  9100. Considering how small the price premium is over a Model Y, while getting ample space for 6 adults, I imagine there will be no shortage of interested buyers for that configuration.
    1
  9101.  @eugeniustheodidactus8890  Just too soon to say, but I expect we'll see the 500 mile version at launch.
    1
  9102. There was a lot of talk when the tax credit was about to be phased out that Tesla surely couldn't compete without it, but like you pointed out, that never really materialized. In the EV space, Tesla seems to only be competing against their own previous models, and they've never stopped innovating. If a company can catch up to the Model 3, which is proving quite the challenge, they'll still be 4-5 years behind. If they can catch up with the Model Y by next year, they'll still be 2-3 years behind, and Tesla is a moving target.
    1
  9103. It's that true?
    1
  9104. That's why we left before waiting to be forced out. No need to get a blanket ban.
    1
  9105. An error can happen, and does. This would require a number of mista6to all happen at once, which is a lot harder to believe.
    1
  9106. The problem with anything "great again" is figuring out when it was originally great, and what made it so. I wasn't on Twitter in the early days, so I'm not qualified to answer that question.
    1
  9107. Interesting.
    1
  9108. Yep!
    1
  9109. My email should be listed on the ABOUT tab on my profile.
    1
  9110. Nio is a very sick dog. You seem unfamiliar with the concept of stock dilution. You would be well served to let someone else make your investment decisions.
    1
  9111. Yes. Those were among the first industrial tools electrified because they work in such limited areas, and often indoors.
    1
  9112. Thank you so much!
    1
  9113. They haven't said yet. Anybody want to guess?
    1
  9114. No problem!
    1
  9115. It's a neat demonstration, but like you're suggesting, not super meaningful when you understand the physics.
    1
  9116. Probably.
    1
  9117. My estimate for semi production in 2024 is definitely below 3,000, but the CyberTruck is expected to be built in significantly higher volume.
    1
  9118. Okay, got it... so why do they have a PR department in China that they only opened after they started closing down the one in the US?
    1
  9119. What a thing to get wound up about.
    1
  9120. Did you even watch the video?
    1
  9121. So awful. When will be learn!?!
    1
  9122. Shouldn't be worse than any other EV, though the likelihood of road or sea salt getting into critical areas surely increases.
    1
  9123. We'll know this year if you're in the majority or not.
    1
  9124. Bears worry me a tad more than bullets.
    1
  9125. Mercedes EVs cost almost twice as much as their internal combustion cars. Their market segment is luxury, while most of the EV builders emphasize the tech aspect. If we're only comparing the EQ series to Model S or Lucid, the demand is going to fall from the 6/7 we gave them down to about 3. That's a very small market. I'm confident Mercedes tech can improve their costs to move down-market in ways that will justify the high marks we gave them.
    1
  9126. @iainmrodgers9991 Wrong venue. I have no patience for that here.
    1
  9127. That would be great if that's what they were doing. Why didn't they do that instead of blanket cuts across agencies regardless of their purpose and capacity?
    1
  9128. There was a pre-production pause last week, after which they resumed with higher daily output. It looks to me like those are the actual saleable models.
    1
  9129. Get back your Rin, Cindy. You're not you when you're like this.
    1
  9130. People have been wearing masks all over the world for at least 20 years. It's not my place to address the medical issues of others. Should I also be careful not to show anyone with mobility devices or oxygen tanks.
    1
  9131. The preorders suggest the Cybertruck will have no shortage of buyers for at least the first couple years. Ford is facing the same problem everyone else is: a shortage of batteries. This worse for Ford than almost anyone because their trucks require massive batteries. With a pack size of 115-155kWh their passenger car rivals can put 2-3x as many on the road on the same supply. While I'm sure there are fleets that will pick up the $40k Lightning, a typical fleet truck costs half that. Making up that $20k in fuel and maintenance savings is going to be difficult. The plus side is that I can't imagine ANY EV truck builder able to produce electric pickups faster than they can sell them, and costs will continue falling, which will continue increasing demand along the way. These are exciting times.
    1
  9132. You hippopotamic land mass!
    1
  9133. You do know I'm not the pilot though, right?
    1
  9134. It is, yes. But crews can work across the plant at the same time. Do you think the size will delay them, and if so, by how long?
    1
  9135. Thanks for the insight.
    1
  9136. Can't help myself.
    1
  9137. When people pretend China isn't already the world's factory, I ask them to flip over anything in their kitchen to see where it was made. If it wasn't made in China, open it up and tell me what you see inside, because even the goods made in other countries are still full of Chinese components. And when they aren't, well, let's take a look at the raw materials, because China also happens to be a massive miner and refiner.
    1
  9138. This particular one? Any EV under $25k should qualify.
    1
  9139. Did you watch the video?
    1
  9140. Or, and hear me out, print it on a sheet of legal paper which is 8.5 x 14...
    1
  9141. Much appreciated!
    1
  9142. Can't wait!
    1
  9143. Oh okay thanks, we didn't know.
    1
  9144. Do you think Boston Dynamics is also bogus? Because they use constant cuts and heavy editing.
    1
  9145. Never heard they were run-flats.
    1
  9146. I can see doing Autocross again, but racing really isn't my thing.
    1
  9147. It's really getting dialed in!
    1
  9148. We talked at Fully Charged, and I've interviewed him a couple times. He's an invaluable resource.
    1
  9149. Rivian is spending too long getting profitable.
    1
  9150. The same way they do now... poorly.
    1
  9151. Fair.
    1
  9152. I own a business. I'm still running it. I'd love to sell it off, but today I can't afford to, and it still requires my time.
    1
  9153. Very little overlap.
    1
  9154. Unacceptable!
    1
  9155. So cool!
    1
  9156. This was a REALLY well executed event. Met great folks, shot some fun content, and our Saturday panel was straight fire. Thanks for being part of it.
    1
  9157. Clever!
    1
  9158. It would take an act of congress.
    1
  9159. You should recheck your numbers.
    1
  9160. I thought so, but it isn't getting all that many views.
    1
  9161. It's impossible to know because there's no way to control for it. In the long term, only execution will matter.
    1
  9162. I practice in my head throughout the week when I make notes of the progress, and I run through it a time or two out loud before recording, but this was different. I flubbed partway through my three dry runs and figured, what the heck, I'll just record the next 2-3 until I get it, or close enough I can stitch it together... nope. First take, baby!
    1
  9163. He said before buying EVs, he loved Honda. He has 2 EVs for the household.
    1
  9164. No. None of the pieces fit. There are enough people genuinely outraged to explain their numbers.
    1
  9165. Thank you! Cheers!
    1
  9166. It's there too. I have footage of that side too but didn't end up using it.
    1
  9167. Already made a video about that.
    1
  9168. Either the value of labor will collapse, along with all of society, or we'll figure out a way to get those fruits of plenty to the masses, in which case we can all be Soundcloud rappers.
    1
  9169. Heck yeah it does, good catch!
    1
  9170. I appreciate that.
    1
  9171. The channel was hacked on Monday. The restoration process pushed the thousands of videos published back out as brand new. Apologies for the chaos, it wasn't intentional.
    1
  9172. You know, you're not the only one.
    1
  9173. Keeping it lively.
    1
  9174. I don't know the reason the G-Wagon is permitted while others aren't. It's a bit odd.
    1
  9175. Ah, that makes sense.
    1
  9176. I've still got a ton of footage from Michigan that has yet to be edited. At this rate it's gonna take me forever!
    1
  9177. Wow, thank you!
    1
  9178. Lol.
    1
  9179. We had fun. Disappointed auto-focus kept picking the lights behind me as the point of interest, though maybe my camera knows something I don't.
    1
  9180. Very exciting. Covered this in the podcast this week.
    1
  9181. Uh, you sure about that?
    1
  9182. I haven't seen anything yet to suggest it's among their objectives.
    1
  9183. Lucid does not like to engage with any but the most carefully hand-picked channels. :(
    1
  9184. Who is we?
    1
  9185. The last four years were a joke.
    1
  9186. Thank you for this!
    1
  9187. It's a bit out in the future, but so are the hypothetical concerns. I agree they're likely to come together around the same time.
    1
  9188. You have to wonder.
    1
  9189. The reporting I saw at the time showed only 93-miles of range, but it does appear you're right about unlocking the actual capacity. Very strange if that held. I wonder if they ever just unlocked it for free as a courtesy, or for that matter, if anyone actually bought one.
    1
  9190. There's a link in the description so you can see the whole thing for yourself. Omar loves to joke around, and the "mud field" story is so absurdly laughable that it doesn't require or even deserve a deadpan response.
    1
  9191. Was it really free before that?
    1
  9192. I'm sorry to hear you can't read, but the link to the NHTSA findings are linked in the description. See if you can find a grownup to help you sound out the big words. 🤔
    1
  9193. It's already outsold the Hummer, so not a likely conclusion.
    1
  9194. I'm not sure there are many people who could tell the difference between 17 and 19 speakers, and agree that this is likely overkill. I don't know if I've ever had a car with more than 8-10, and even those sounded fantastic.
    1
  9195. She's still a pup.
    1
  9196. They've done that in the past, but I don't recall hearing any results. All new cars come with a 90-day beta trial.
    1
  9197. So nice of you! It's a balancing act, but I do my best
    1
  9198. New-old stock. It's still new, but it's not the latest and greatest. Rental companies have long gotten great deals by buying cars the manufacturers had too many of. That's why there were so many Pontiac Aztecs. They surely got them for a hell of a bargain, and renters aren't nearly as picky as buyers.
    1
  9199. I have addressed this about 15 times already. Have you looked at the other comments?
    1
  9200. Whoever convinced you this is true does not have a very high opinion of you. I do. I believe you're capable of zooming out and seeing through the lies.
    1
  9201. Of course, but we know better than to speak of such things.
    1
  9202. It's fun to share what we know with new people.
    1
  9203. I'm confident they make it difficult on purpose.
    1
  9204. It does feel like way, way too much capacity.
    1
  9205. Lol.
    1
  9206. That's not what clickbait is. That's literally the topic of the discussion.
    1
  9207. They only do it when the sun is first hitting the mirrors to get them calibrated. It stops after that. I've never seen it before, but I've never passed by that early either.
    1
  9208. I appreciate that!
    1
  9209. They are indeed. This won't impact me in the longer term, but a lot of smaller channels are getting positively boned by it.
    1
  9210. More videos coming on that topic later today. Just finished recording and the editor is working on them now.
    1
  9211. I got A LOT of hate when I made this video. MANY comments telling me I needed to go see the factory and ride one myself, even though that's literally what I did in the video. The stock is down 80% since I made this video.
    1
  9212. It's capital intensive with a long term to break even. Wall Street still demands high quarterly returns, so making a 10-year play would hurt the balance sheet in the short term. It's stupid, but maybe it's something that can be addressed with new laws, grants, or variances in each location. Today the choice is if they want to build out capacity for another 10-cars per day (made up number) or get that value's worth over ten years. That's 3,650 cars in a year and 36,500 over ten years, so building EV capacity remains a greater net benefit, despite the nonsense. Being a publicly traded company creates perverse incentives.
    1
  9213. Awesome, thank you J! I do put my everything into these, so comments like these mean a lot to me.
    1
  9214. Not all debt is created equal. Their unsecured debt is far less than the total. If you dig in you'll see a lot of it is auto financing.
    1
  9215. Beep boop!
    1
  9216. We're getting close! LFP isn't quite as energy dense as NMC chemistries, so the range would be a little shorter than a lot of customers might be willing to accept.
    1
  9217. That is possible, but I would also need proof on a claim that extraordinary.
    1
  9218. This is fantastic news. This was what I was hoping to see.
    1
  9219. I agree, but they're not asking to work fewer hours.
    1
  9220. Glad you enjoyed it!
    1
  9221. Meh. Doesn't even rise to the level of a response on a future video. You can do better, John.
    1
  9222. Couldn't agree more!
    1
  9223. Asbestos. Hope this helps.
    1
  9224. Maybe not you and me, but yes, they think their audience generally is pretty dumb. Are they wrong though? That's the bigger question.
    1
  9225. What are your thoughts?
    1
  9226. That's a weird one, right? I was able to confirm they will not use this. It's just for the prototype to look cool. It will have the normal dual wheels.
    1
  9227. Yep! Going to visit him Saturday.
    1
  9228. You bet!
    1
  9229. It takes a lot of engineering talent to manufacture tests that vision-only fails, but Lidar doesn't.
    1
  9230. I never heard confirmation that he got it for free, but it sure felt that way. That's around the time I stopped watching him. It was a very abrupt pivot.
    1
  9231. Thanks!
    1
  9232. That's what I'm going to go with. I didn't crash the party, it just jumped out in front of me.
    1
  9233. They're owned by Hyundai now, so it seems unlikely.
    1
  9234. Not much left to innovate in the van space, but yes, it does have a lot in common with Canoo.
    1
  9235. Our pleasure!
    1
  9236. It would have fared better on THESE tests while making the information noisier in real world conditions. Everything is a trade off. I prefer a sensor suite that prioritizes situations I drive in every day, rather than never in my life.
    1
  9237. It's not time.
    1
  9238. Those of us who actually watch it know what it is. The problem is those jackals who've never watched it who tell everyone that they also shouldn't watch it.
    1
  9239. Video announcing our final guest coming in the morning. Kelli and Scott had a preshow conversation about your kilts. It was fun.
    1
  9240. Seems a tad premature.
    1
  9241. I would be surprised if it didn't.
    1
  9242. So enough for 2 months if it goes union wide. That should be enough to get through it
    1
  9243. Had the water pump blow in a BMW twice (under warranty) but at least I could get to the shoulder. A wiring issue fails safe in different ways. Cars are computers now. Any electrical issue is likely to cause a complete stop.
    1
  9244. I'll ask him.
    1
  9245. It's the link with the higher mileage reward.
    1
  9246. Much appreciated.
    1
  9247. Why, the opposite of "my" CyberTruck, surely.
    1
  9248. Glad you enjoyed it
    1
  9249. You haven't presented yourself in that light. Provide feedback on what was mistaken or misunderstood, rather than blanket insults which help no one. Everyone is welcome to participate in the discussion, but criticism without providing an actual view doesn't advance anyone's understanding. Hope this helps.
    1
  9250. Very ouch.
    1
  9251. We have done this for 30 years while legacy auto has sat on their thumbs. You can't hold back the floodwaters forever.
    1
  9252. Go watch the previous video.
    1
  9253. Sandy Munro pointed out that it's difficult to make a ground-up change when you're stuck with the same parts bin used to make ICE vehicles. VW spent $8B developing their current ICE platform, which they just announced is at the end of its lifecycle. I have high hopes for the Ultium platform from GM, as they appear to finally be considering a whole new concept for design, but its benefits remain to be seen. The great news is that EVs are now past the tipping point. They are inevitable and many legacy companies have realized this. Though some cough Toyota cough still seem to think they can just keep on going with the way things used to be.
    1
  9254. AI5 doesn't exist yet. I can agree it's likely closer than solid state batteries, but if you've experienced v13, you probably know the hardware is adequate, and that's while dedicating a bunch of compute to driver attention monitoring, which will become irrelevant.
    1
  9255. Thank you! Cheers!
    1
  9256. Tomorrow night. Very excited for it. Tomorrow's a big day around here. Parade in the morning, lumberjack competition in the afternoon, concerts through the evening, and all capped off with fireworks. Gonna be fun!
    1
  9257. Since this was recorded, the Bolt has been discontinued.
    1
  9258. Doesn't have a name. I hired a guy called Greg The Hero (the solo act, not the band of the same name) to make me a bunch of backing tracks a few years back and I just keep using them because it's better than stock music. ;)
    1
  9259. That's not what people who work there are saying.
    1
  9260. The hit to miss ratio on Porsche's designs have been pretty unbeatable since forever.
    1
  9261. Much appreciated!
    1
  9262. All excellent points, thank you.
    1
  9263.  @stevenjo5152  It will be interesting to see how the two compare when they're both in customer hands.
    1
  9264. By today's standards, demand was softer than they might have liked. Q1 is historically the worst for car makers due to the seasonal dip in demand, and while Tesla always said they had more orders than they could fill, prior to 2020 they also had weaker first quarters. While I agree that $1,000 may have been overly generous, it did result in an aggressive push to promote the car and the company.
    1
  9265. TBD!
    1
  9266. Thunderf00t's video is more as an IQ test than anything else. He knows he's lying to you. It's what pays his bills.
    1
  9267. $600k should arouse suspicion. Unless someone is a head of state, it's more likely on the order of a few hundred dollars.
    1
  9268. If everyone gets mad, it means I'm bad at communication. I'll just tell the truth.
    1
  9269. Lol. You seem super real.
    1
  9270. You bet!
    1
  9271. Austin is 40% larger than Berlin.
    1
  9272.  @disturbed4733  The $95M they paid was offset by the $66M tax abatement they received. The net cost is under $30M, making it roughly the same per acre as the solar farm. The grading has been a huge undertaking, but the site isn't below the water table. I pulled up the USGS flood map. It's about 50-feet above the river. Drainage isn't more complicated than what they'd have to install anywhere. I'm not sure why they picked this site, or even this state, but I have confidence there are good reasons. ;)
    1
  9273.  @disturbed4733  No way to know for sure, but I'm confident in the people who are smarter than me to figure it out. I don't know what factory work pays, but I'm inclined to agree that the average would be below $74k. And 5,000 is an awful lot of workers. I'd be curious to see the details on how they're counted. Do the construction workers count toward any part of that? Because those guys are making bank.
    1
  9274. This video isn't for you. It's for people who know the difference between things separated by 50%.
    1
  9275. You ain't kidding. Just look at the comments. I swear half the dissenting comments didn't watch the video.
    1
  9276. I'm more interested in product deliveries than stock performance. You take care of sales, the stock will always catch up.
    1
  9277. Did you watch the video?
    1
  9278. They used to do that. Look at the Ford Focus Electric. It wasn't a big success.
    1
  9279. That's not cheap. The NFL would charge them millions to do that.
    1
  9280. If the robots are doing the mining, manufacturing, and installation of solar panels, who actually pays to generate that power? If they're able to get their own materials, make their own parts, and perform their own maintenance, what's the actual cost?
    1
  9281. Absolutely!
    1
  9282. Drake who put on the Florida Cyber Fest was going through Plaid X tires every 90 days... Not typical.
    1
  9283. No, that was what they promised. They were only going to cut the waste, fraud, and abuse, but those things still remain. They haven't had enough time to even identify them adequately. They're just making cuts across the board without considering the reasons for the spending, the fact that congress duly appropriated funds for them, or what the lasting harm will be. NOBODY voted for that.
    1
  9284. Feels overly ambitious for the launch edition. Can see it going wrong a lot of ways, and right in almost none.
    1
  9285. I'd say without a doubt.
    1
  9286. Thanks for watching!
    1
  9287. Typical German pronunciation should be Toe-bias. Is that not what I said?
    1
  9288. Nobody drives me around. Gotta work on that.
    1
  9289. Naw.
    1
  9290. Good. If you're really so fragile and fact-averse you wouldn't have fit in here, what with your zero comments over the thousands of videos. Take your pearls elsewhere to clutch, Karen. The grown-ups are talking.
    1
  9291. Does this one?
    1
  9292. Far more than the charger itself for sure. The size and placement of the necessary cameras would not be too challenging for most cars to introduce, but there's also the matter of making room for the computer itself, and whatever wiring and other considerations come along with that. If the cameras can be adapted in terms of placement to work on the CyberTruck and Semi, there's no reason they couldn't work on virtually any car, so long as there's room inside the B-pillar to place the camera with an unobstructed view.
    1
  9293. Sure does.
    1
  9294. More people win the lottery than got stuck in the freeze. That swap station wouldn't have worked in that instance either.
    1
  9295. Bankruptcy is not a reasonable concern at this point. Have you seen my other videos from the past week?
    1
  9296. Great point!
    1
  9297. If you really can't wait until Monday, DM me on Twitter and I'll send you a link to the full thing... that goes for everyone. ;)
    1
  9298. Interesting. Tough to find a definitive answer.
    1
  9299. Thanks for watching! Glad to see you around these parts!
    1
  9300. Just up the road. I'm in Longview. You should say hi sometime.
    1
  9301. Awesome, thank you! Dillon went so far above and beyond with that endorsement. Blew me away. Just wow.
    1
  9302. Oh wow, that's a very interesting point I hadn't even considered. I'm just looking forward to the day in the not-too-distant future when Beyond and Impossible meats reach price parity with animal products. That will upend everything we think we know about agriculture in short order and I am here for it.
    1
  9303. Glad it was helpful!
    1
  9304. There is no "they said they'd give back". It's either in the contract or it isn't. The UAW sold out the workers to enrich themselves on the last bunch of contracts. How anyone could trust them after that is beyond me.
    1
  9305. Glad you enjoyed it!
    1
  9306. It doesn't count robots or CyberQuads, but it does include anything that would be licensed for road use or otherwise enclosed for passengers and cargo. So it includes the semi, Roadster, all current day products, the $25k little guy, and an additional line that would include 2-4 vehicles. It's modeled five ways (ultra-bear, bear, neutral, bull, ultra-bull) with explanations of the catalysts that differentiate them and the growth rates expected.
    1
  9307. It really is a fine solution.
    1
  9308. If the motivation is sufficient...
    1
  9309. I went from Washington to Colorado to Michigan, then down through Texas to Arizona, over to San Diego, then back up the coast. That's 6k miles if you take the quickest route, which I didn't. I had stops in the Dakotas, up and down the MI peninsula, and around town in the various cities. So to answer you: me. I take trips that long.
    1
  9310. Climate change is very real and absolutely man made. How to best mitigate it is political even while the science isn't.
    1
  9311. No, it's worse. Need to have 1,000 subscribers AND 4,000 hours of views.
    1
  9312. By copying the 99% of the time I do it right and layering the 99% others drive safely atop it. If you look at 100 question test where no one scored higher than 99, you could take the most common answers and (hopefully?) determine the right answer to every question. If there's 1-2 questions where the majority still didn't get it right, you train those separately.
    1
  9313. Forgive me if my schedule doesn't have sufficient flexibility to allow time to debate a flat earther.
    1
  9314. Glad you enjoyed.
    1
  9315. We had fun.
    1
  9316. Glad it helped!
    1
  9317. What's up, my bud!
    1
  9318. This number sounds right.
    1
  9319. What does that mean?
    1
  9320. Well said.
    1
  9321. It's lower, but still appears to be positive. Any positive margin means they'll be able to not only survive, but grow.
    1
  9322. Appreciate you!
    1
  9323. Thanks, will do!
    1
  9324. While I'm sure that's true, I think you've got your baddies mixed up in this one.
    1
  9325. I haven't heard anything. Those divisions are a lot harder to get leaks out of.
    1
  9326. Will do! He does great work.
    1
  9327. I did indeed.
    1
  9328. Read through the other replies I've already posted.
    1
  9329. I didn't hear anything that would lead me to that conclusion. What we heard at Investor Day is that it will launch in Mexico first, get perfected, then be passed back out to the other factories.
    1
  9330. Your misunderstanding on the driver part is so outrageous everything else you say has to be thrown out.
    1
  9331. Wow! That's pretty hard to argue against.
    1
  9332. It would create an incentive for buyers to swamp the SuperChargers.
    1
  9333. It doesn't make me particularly popular.
    1
  9334. It's a big building with patients, but that's not important right now.
    1
  9335. Much appreciated!
    1
  9336. These are all great questions, and I imagine Waymo & Cruise had opportunities to address them. Will be interesting to see.
    1
  9337. There he is! I was starting to worry something had happened to you. Hope you're well and glad to see you back!
    1
  9338. It's 22-months, not 12. I've been full-time for most of it, so that's $6.22/hour before expenses. Pretty far short of the $11.45/hr if it was over 12-months.
    1
  9339. I have no information on batteries yet. :(
    1
  9340. $10/month. Would love to have your support!
    1
  9341. @truhartwood3170 Yes! That's what Chris told me when I interviewed him last year. Any version of FSD they found in development was too power hungry to meet their needs.
    1
  9342. Lovely!
    1
  9343. Thanks for watching!
    1
  9344. More to come!
    1
  9345. You're welcome to ignore facts that don't fit with your preconceived notions, but we don't do that here.
    1
  9346. I've reached out to him a couple times, but have never heard back. I'm not sure if there's a better way to reach him, but my door is definitely open for that.
    1
  9347. Surely, but with endless sky juice, where's the need?
    1
  9348. GM spends a billion and gets terrible coverage. It can help, but it can't do everything.
    1
  9349. And we love you too. Without views, watch time, and engagement from people like you, this video would get a whole lot less visibility, so thank you for that!
    1
  9350. Fair point.
    1
  9351. Now you're thinking on Elon Scale!
    1
  9352. Thanks so much!
    1
  9353. Powered flight will not be achieved for a million years. Same vibe.
    1
  9354. Absolutely. Train any bot in the factory once and they'll all know it forever... and it can recommend improvements you'd otherwise pay consultants a fortune to come up with.
    1
  9355. There's a subscription option on my page there as well. https://twitter.com/4Kpodcast
    1
  9356. @rogergeyer9851 Exactly. McDonald's has order kiosks that replace cashiers, and a machine that automatically puts ice in cups and pours the drinks. These aren't sexy or interesting, and nobody really expects them to be.
    1
  9357. One person suggested it's the future from A to Z and back again. I like that idea!
    1
  9358. Your boos mean nothing. I've seen what makes you cheer.
    1
  9359. Appreciate the feedback, and I will work on it. Thanks!
    1
  9360. Would you believe me if I told you that the rules of the English language are dictated by how it's used, rather than anything set in stone? I majored in English and studied it's history from about 1,000AD. https://www.merriam-webster.com/grammar/very-unique-and-absolute-adjectives
    1
  9361. @Timothy Webb Good gracious man, what do you want from me? There's a literal limit to what I can provide. I'm banging my head against that limit. You must know I don't have a research team or army of writers like cable guys do. What an awful way to treat a stranger.
    1
  9362.  @favesongslist  My apologies. I misunderstood based on when I released this and the time difference. There really wasn't much in terms of new info at all. Carbon overwrap? Okay, I guess. This was about the least informative event overall. Still fun, but I was expecting something to pop.
    1
  9363. ChatGPT didn't watch the video.😉
    1
  9364. Appreciate the support!
    1
  9365. It is unbiased. The facts don't lie. Lucid investors squealed the same way when I published the facts about them last June. They said I didn't understand, that I'm too biased, and that I was making stuff up. Everything I shared has since become public information, and those poor folks have lost over half their investment (so far.) Nio is now worth less than at IPO. That's not good. People can see through the nonsense. If they had a 600+ mile battery, they wouldn't need swap stations, and if they had fast, reliable, cost-effective swap stations, they wouldn't need a 600+ mile battery. At least one of those things is a lie, but likely both.
    1
  9366.  @sergiomessina2037  Ha!
    1
  9367. That only hides existing damage, rather than preventing new damage.
    1
  9368. Cirque de Soleil or Ringling Brothers? Just curious which of the storied Clown Colleges you went to, because your makeup might be good, but your juggling and shenanigans aren't worth the big red nose on your face. If you think I don't have personal experience to draw from, you'd have better luck shoveling behind the elephants.
    1
  9369. You bet!
    1
  9370. On no. I'll have a chat with the editor about that.
    1
  9371. That was an accident. Oops. May need to revise when I'm back at my desk.
    1
  9372. Some more than others.
    1
  9373. Thank you! Cheers!
    1
  9374. I suspect we'll hear more on the earnings call.
    1
  9375. Then this really isn't about you, and it's a bit weird that you'd dedicate so much energy to boosting my content.
    1
  9376. Thank you so much 😀
    1
  9377. What is the obstacle based in physics that prevents FSD?
    1
  9378.  @abadplanner1  My Guesstimath relied in part in looking at the heat exchangers at the SE corner of Giga Shanghai. I could see week to week they were running around 20-30% capacity which led me to significantly higher MIC Model Y figures than others. I appreciate you coming back to touch base, and while I will admit there's a lot of guess work that goes into these, it's not so different from what the overpaid Wall Street analysts are doing, with the difference being that I'm consistently closer to correct than their average.
    1
  9379. It appears the front is no longer mounted to the firewall the way it was previously, suggesting it's designed in a way that will allow them to update to include them in the future without much difficulty.
    1
  9380. When they reach a certain level, they're hard to ignore. Their stories get more eyeballs than my rebuttal by far.
    1
  9381. You're welcome!
    1
  9382. That's fantastic. I assume it's because you have a Tesla, yes? Bear's Workshop has a MachE in his Turo fleet, and it looks like he may be getting a replacement battery before he hits the 8yr/100k mi mark. Even if it comes to that, it's an absolute win, because he'd get a brand new battery with all the tech improvements enjoyed along the way.
    1
  9383. It's a dead end, my guy. The math alone doesn't work, but when you add in logistics, it immediately becomes a nightmare. Most places won't allow you to feed back to the grid, and certainly won't pay for it. You need to do better research.
    1
  9384. With the way he's burning cash, I suspect Peter fears his head may wind up buried in the sand as well.
    1
  9385. Wow. Thanks!
    1
  9386. Let me know what that would be and I'll consider adding it.
    1
  9387. I lived In Everett. It's gotten pretty rough.
    1
  9388. Good work! Both thumb buttons drive equal engagement, and you leaving a comment AND watching it really boosts the video in the algorithm. There must be 50 people who got to see it because of you, and I can't thank you enough!
    1
  9389. Much appreciated!
    1
  9390. We've seen endless promises of a miracle battery, but they never materialize.
    1
  9391. The question keeps getting louder.
    1
  9392. Yes! SAIC (Chinese company) bought the brand name and makes cars using that badge.
    1
  9393. Bit premature to make such a declaration. Have you seen the latest numbers out of Sweden and Norway?
    1
  9394. Lol
    1
  9395. Check the date of the video, my friend. Those reviews didn't exist. That's why it got such high Mark's for engineering. We didn't yet know it was overweight, underpowered, and riddled with bugs. The same assessment today would have a much lower score.
    1
  9396. Yes. Until they get the factory expansion done (which doesn't appear to have begun) they won't produce any serious volume. Very disappointing.
    1
  9397. I suspected I might be on a list, but now I know which one.
    1
  9398. Does seem like it would be easy to grind them up and feed them back in, but I'm confident they know what they're doing far better than those of us left guessing. :(
    1
  9399. It doesn't exist today. The number of cars with today's tech is at least going to remain steady, but even if the new tech comes tomorrow, they'd still have all the other brands joining the network starting already.
    1
  9400. Thank you kindly!
    1
  9401. It was their first time at a big event, and I'm not sure they were prepared to see that nearly everyone knows who I am. Honestly, it was a higher percentage than I expected, but year after year the word starts to get out.
    1
  9402. BYD makes their own batteries. They control how many are available. Tesla is starting down that path, but it's a difficult one, as other manufacturers (even within the industry) know all too well. If you count BYD's total automotive battery deployment, you'll see it's less than Tesla, since they focus the overwhelming majority of their production on China-exclusive models with much smaller batteries. Those cars don't sell outside of China. Tesla is working on a more affordable car, and scale production is expected around the time the battery supply will be able to handle it.
    1
  9403. Loved the gold Accord from the 90s.
    1
  9404. No. 😭
    1
  9405. You should look into your claims. There's enough lithium in Nevada alone to make every car sold in the world an EV for years to come. Germany has even more. Lithium is abundant and known reserves climb every year, since we've only really been looking for it in recent decades, and only seriously for the last 5-10. Chile has 16 billion pounds that we know about. It only takes 26 pounds of it to make a car. That's enough to make over 600 million cars. That's half the world's existing cars from just the known reserves of just one country, and sodium batteries are approaching market readiness. And all these elements are infinitely recyclable. The claim about grid collapse is similarly unfounded.
    1
  9406. It's approaching the legal maximum, which is why that's the range targeted for the semi. During the mandatory break, they can get enough charge to get them to their daily maximum. Non-professional drivers have no such restrictions, and it's not uncommon for those on long trips to exceed their own safety limits in order to get somewhere a little bit quicker. None of that changes the fact that Toyota has been promising this miracle battery "in a few years" for the last 11 years with no sign of it having made any actual progress toward coming to market.
    1
  9407. Because price elasticity exists and boosting the customer cost of acquisition by 10-20% will absolutely reduce sales.
    1
  9408. Oil and gas shouldn't get subsidies.
    1
  9409. Good to see you again. Oh hey, thanks for bringing by those curtain cord ends, pajamas, bug zapper, and books. Really saved me a lot of time.
    1
  9410. That's fair. It's a lot easier to absorb the added labor cost in Berlin out of the savings from not having to ship a car halfway around the world, plus the cost of having funds tied up in goods in transit.
    1
  9411. "ANOTHER booth with jerky? What even is this place?!?"
    1
  9412. None, because that isn't a thing, NHTSA contracts out the testing, and 100% of the test results are published. If you don't know better, now is the 2nd best time to learn, and if you do know better, please be aware that everyone else here does as well.
    1
  9413. I recon you mean Bear from Bear's Workshop. We have a lot of fun!
    1
  9414. Your faith in the average news consumer is far too generous.
    1
  9415. And I have. ALL measurements on screen include metric.
    1
  9416. GM's big "investor day" a couple years ago was transparently bogus. How is THAT not a bigger deal?
    1
  9417. I don't think Munro & Associates would honor a request like that. It's definitely taking ages to get the batteries out of the back. I suspect they're just being extra gentle to preserve as much of the finer bits inside just in case.
    1
  9418. It's so great. You just plug in your destination, no matter how far away it is, and the car tells you everything. Where to stop, suggests alternatives, how long you have to be there, how soon you can go, reroutes if you decide to charge longer or leave early, it's just so painless. When I was a travel writer working in Montana, there was very real range anxiety in my gas-powered Chevy Venture. You'd realize you're under a quarter tank and start looking at offramps, and they'd all say "No services this exit" and then you find one that doesn't say it, and there's still no services, or at least none you can find. Never had that experience in the Model Y. It will warn you if you're driving into a dead zone where charging availability is unknown. Thanks for sharing your story!
    1
  9419. You learn to adapt. I never think about it anymore.
    1
  9420. 17% on top of the existing 10%. They don't have much market share at current prices, and keeping the price the same would likely take them to negative margin.
    1
  9421. No problem, thanks for checking it out!
    1
  9422. A used Cadillac is just a Chevy, but if that's what tickles your Terry Flaps, more power to you.
    1
  9423. 99% true, or maybe a tad higher. There have been times when you could order a car from inventory, but those are pretty uncommon since the shutdown in 2020. I used to live in one of those "auto row" towns where all the dealerships were. Not only were the lots always full, but the city was littered with overflow lots for excess inventory, and the trainyard was also pretty consistently packed with even more cars. Could you even imagine how stuck those companies would be if they didn't have armies of high-pressure sales goons to move units?
    1
  9424. I haven't heard big numbers on this, so I don't have the best frame of reference. I'll look at it.
    1
  9425. Mr. Madison, what you’ve just said is one of the most insanely idiotic things I have ever heard. At no point in your rambling, incoherent response were you even close to anything that could be considered a rational thought. Everyone in this room is now dumber for having listened to it. I award you no points, and may God have mercy on your soul.
    1
  9426. That was a fantastic one. Big fan of Bargatze.
    1
  9427. I'm not sure who suggests we reduce oil use to zero. There are sustainable levels, but we're WAY over them.
    1
  9428. Is he the one who sings the birthday song?
    1
  9429. Always. Gotta keep it real.
    1
  9430. Thank god.
    1
  9431. Then you understand less about Enron than you do Tesla, and that's saying a lot because it's pretty clear the bar isn't low, but non-existent.
    1
  9432. Excellent questions! The estimate does not include any slippage, as contractors are often able to make up for lost time simply by adding man-power. We've already seen some rework in poured footings that had to be excavated and redone, as well as on the other things mentioned in the video. The time estimate is actually both. In Shanghai they went from closing the exterior walls to initial production in four months. So while exterior work is still underway, the interior work (which accounts for 20% of the total project time in my calculation,) can move quickly, and components can also be shipped in from excess capacity in other factories. The next one of these is coming out in a day or two, and it's gonna be ugly. In addition to the New Year's holiday, there was a deluge that hit Austin shutting the site down for days and causing a lot of rework. Love to hear your thoughts on that one when it goes up!
    1
  9433. Well what do you call it when something that tall and stiff is pointed toward the sky? Come on man, keep you mind out of the gutter, we're making tergid wang jokes here!
    1
  9434. Ouch. I paid about $3k to have mine replaced in a Chevy Venture about ten years ago. Probably shouldn't have bothered.
    1
  9435. We'll try to do that more often.
    1
  9436. Of total models, yes, but in Q1 of 2023, the Model Y outsold any one of Toyota's models. Despite costing more than twice as much as the Corolla, it sold more units.
    1
  9437. Is this another lie, or the first honest comment yet?
    1
  9438. I haven't seen it, but that isn't conclusive. We know the lines are being tested and configured, so some raw materials and/or semi-finished components have entered the building. It just wasn't captured.
    1
  9439. Physical access is the easiest way to get into any system.
    1
  9440. So what do you imagine you're doing here? Millions know how weak lies like that are. You can do better.
    1
  9441. Fingers crossed!
    1
  9442. That's the protective tape they use. It's visible on new cars in transit.
    1
  9443. It's deducted from your taxes. You only get the full amount if you owe $7,500 or more.
    1
  9444. You've probably owned a thousand batteries in your life. Has any of them caught fire?
    1
  9445. Sure can.
    1
  9446.  @BearsWorkshop  You're a trooper, no two ways about it.
    1
  9447. Having seen the teardown on Munro Live I am genuinely impressed with how well they fit the 3rd row in there. I've been in small 7-seaters before (in Mexico, Toyota Astra maybe?) and this looks every bit as functional.
    1
  9448. A few subtle differences, but yes.
    1
  9449. Yes, but like the whole "New Coke" debacle, I can't imagine it's something they would try to pull off on purpose. For me, a positive robot demo failure would be asking it to perform a novel task it's never heard of before, and it does something else that's completely wrong, but you can see how it got there.
    1
  9450.  @normcfu  New Coke consistently beat the original in taste tests, but only because the tests were flawed. The sweeter drink tends to win if it's just a sip, but lose when it's an entire serving. They had reason to believe it was a winner. When they switched back, Coke sales were significantly higher than before.
    1
  9451. Try that again. I know you can do better.
    1
  9452. That's a well funded lie. You should dig into it a bit more.
    1
  9453. Glad you enjoy it!
    1
  9454. They haven't gotten serious about training data until now.
    1
  9455. I've explained this so many times people are starting to complain. The STATED range is barely changed, just like the Model 3, but the real world range is expected to jump, just like the 3, s, and X refreshes. Wait for those tests before slapping yourself.
    1
  9456. Not sure it fits, since the majority of stationary storage projects aren't even installed by Tesla.
    1
  9457. It's safe to assume all the electric trucks will be safer than all the gas trucks due to the low center of gravity and rigid floor. Between the electric trucks, it's going to be a heck of a showdown.
    1
  9458. Nothing scripted. We just go in with an outline. I don't even write the intro. It just flows.
    1
  9459. Uber is a dead man walking without autonomy, and it remains to be seen if Waymo can scale. What's clear is that Waymo's car conversion approach will add about $1/mile to any fare. You don't have to be the first to start to win the race.
    1
  9460. Thanks so much!
    1
  9461. Bend isn't that far from me. I feel your pain.
    1
  9462. Sure, and all the image generators don't actually know what they're looking at. What this sounds like is a fundamental misunderstanding of what AI is and how it works.
    1
  9463. > promising $35k self-driving cars Literally never promised anything of the kind. This suggests to me you're not participating in good faith.
    1
  9464. @awebuser5914 Want to know how I know you're trying to spread lies? Discussion 101 my friend. You made a post that could be interpreted in a number of ways, the most charitable of which could only be "hostile." I responded by suggesting your comments did not appear to be in good faith, and you came back with "colossally stupid." You forfeit your credibility when you do that. Not with me, but with everyone. In all of life, generally, both online and in person. That was his expectation, and he banked on it accordingly. There are no promises. That was a lie.
    1
  9465. Will be interesting to see how it looks on Tuesday.
    1
  9466. I wasn't a fan initially, but from a marketing perspective, they're awfully clever. If you're on the highway at night and a Rivian drives past heading the opposite direction, you still know you saw one. It increases visibility, which is critical in the early days of a new product. It's like how iPod headphones had white cords at a time when everyone else used black ones.
    1
  9467. I don't know. I've asked about that and have never gotten a good answer.
    1
  9468. MOST trucking companies already have EV big rigs available of one form or another. They're just very expensive, have limited range, and/or limited availability. First mover advantage isn't quite as big in this sector, at least not yet.
    1
  9469. They have $36b cash on hand.
    1
  9470. Got to meet Dave at TeslaCon yesterday. What an honor that was. Super great guy in person just like you'd expect.
    1
  9471.  @qwazy01  Free is free. You'll get to see every last second of it even if $1 is a budget buster.
    1
  9472. 🤡🤴
    1
  9473. Thank you!! 😊
    1
  9474. It's another free trial. Enjoy!
    1
  9475. Toyota survives on pretty thin margins, and there's no denying a decent chunk of that comes from the sale of parts. EVs don't have as many high-margin parts they'll be able to sell, so you have to wonder if the new car sales actually generate any profit at all. Like you, I'm confident they can design an amazing EV. Maybe not industry-leading (since that would require several industry-leading breakthroughs developed in house,) but something near the top. The problem becomes once they have that, they won't have the factories in which to build them, nor the supply of batteries to put inside them. Any company that plans to be #1 in EVs needs to treat it like their own personal Manhattan Project, and so far, only the pure EV players have done that.
    1
  9476. Oh, so NOW we're supposed to start counting technology that isn't ready for deployment? If Toyota is betting solid state to save their bacon, that's all it is: a bet. Gambling on the future of a company when the tech is already mature is not a path I would take.
    1
  9477. This guy gets it. Well done!
    1
  9478. Thank you so much!
    1
  9479. First complaint in 60,000 views. Three other channels used clips from this without issue. :(
    1
  9480.  @bjs2022  It's a Lumix with a Rode shotgun microphone.
    1
  9481.  @bjs2022  Thanks Bruce.
    1
  9482. You actually can. That's why Tesla has so many line workers and service center employees who are millionaires. I don't know why the UAW is so opposed to stock grants, but it's very peculiar. It feels like they don't want the workers to have any ownership over the company, and they'd rather have them convinced the company has no future.
    1
  9483. That's not something I celebrate.
    1
  9484. That's just B-Roll.
    1
  9485. I appreciate that! Miss you buddy.
    1
  9486. When I came out to talk to my wife, she thought I looked sick. I was, really. I wasn't prepared.
    1
  9487. That's a great idea, and I'll think on it, but my predictions are usually based on available data, and on that I'd just be making wild guesses... I mean, I'm not opposed to wild guesses, but I gotta qualify it. ;)
    1
  9488. Super easy, my friend. Just take her to IKEA and walk her through. And when you're done, walk her through again... and again... and again... A normal human will die of exhaustion well before spanning the space of Giga Texas. If she makes it though, your kids will be demi-gods, and if she doesn't, you can buy her meatballs while you pick up a FLUGENFORGER for your office... I know I just made that up, but I'm sure it's probably a thing.
    1
  9489. 18650.
    1
  9490. Not even during tight parking maneuvers?
    1
  9491. Would have to ask an accountant.
    1
  9492. I know people who say that, but they were already Tesla owners. I've yet to see someone become an Elon fan due to politics AND buy a car. I'm sure they exist, but we have to remember that they'd be unlikely to show up in my comments.
    1
  9493. That's beyond my scope.
    1
  9494. I only realized that later. :(
    1
  9495.  @BTSflyer  What would you want to see them do differently?
    1
  9496.  @BTSflyer  All fair points. I'm discouraged by the price hikes as a consumer, but as an investor, I get it. They already have far more orders than they can fill, might as well make hay while the sun shines.
    1
  9497. "But if we support our customers, won't that just make them lazy?"
    1
  9498. It's a prototype.
    1
  9499. I think it looks pretty slick, but it's all down to personal taste.
    1
  9500. I won't sell until it become a dividend company, or I retire.
    1
  9501. Much appreciated!
    1
  9502. Awesome! Looking forward to seeing more of you in the comments of the other videos. ;)
    1
  9503. It really is!
    1
  9504. I don't think we'll ever get to see them, since they're privately held.
    1
  9505. Looking at Joe's video from today, I don't see them in the casting cathedral, so I would guess they've been put in stamping.
    1
  9506. Interesting thought!
    1
  9507. Stay. STAY!
    1
  9508. I believe they're open to partnerships of all kinds.
    1
  9509. I suspect we'll see a run-rate of 5k/week well within 2024, and it's unclear how many of those medium-term reservations will execute. Plenty of buyers reserved as many as 50-100 or more hoping they'd be under $40k AND be able to operate as robotaxis. Early reservations will surely execute, even if just to flip them, but how many will need to be sold before the premium no longer makes sense? Tough to say. 100,000? 200,000? Impossible to know.
    1
  9510. It's absolutely a sales pitch. So little meat and too much filler.
    1
  9511. @Roy Phillips - Biggest in North America, but nowhere close to the biggest in the world. Lot of airports at the top of that list.
    1
  9512. Ouch.
    1
  9513. When did you buy, and upon whose advice?
    1
  9514. Neither have I, but I understand the appeal.
    1
  9515. I never heard that.
    1
  9516. Fleets could buy the full expected 50k/year for many years without ever requiring public charging. Port to warehouse and a lot of existing distribution networks are already setup with trucks going point to point within a company. Unless you mean the infrastructure to get charging out to all the warehouses.
    1
  9517. I agree they won't strip out FSD functionality. The big ideas like 48v and new castings are more like open heart surgery though, so I doubt we'll see them.
    1
  9518. Agree completely.
    1
  9519. Hope so.
    1
  9520. Shareholders are not under a "take it or leave it" obligation. That's why they get to vote. The company doesn't get to pick their shareholders. Shareholders pick them.
    1
  9521. Much appreciated!
    1
  9522. That's my problem with TSLAQ. They can never admit anything is good no matter how undeniable it is. There are Lucid fans I've encountered who similarly can't find any flaw in $LCID.
    1
  9523. Wow, so you've NEVER seen my other videos? Well welcome! How cool is that! Well, stick around a while and you'll understand how laughable a claim like this is, but in the mean time, sit back, grab some popcorn, and enjoy the show.
    1
  9524. Nice! Did we have a chance to talk? I only got to meet a handful of folks out there, but what a place it is!
    1
  9525. That's been my assumption as well, but it seems it's not quite settled.
    1
  9526. I appreciate that!
    1
  9527. Lot of hype-train buyers after the Hertz announcement. That's unsustainable. As energy storage and other sectors of the company spin up, the fundamentals will take over.
    1
  9528. He says a lot of things.
    1
  9529. My job is to help you zoom out.
    1
  9530. I saw talk of it in January, but never saw any confirmation. They do have offices and operations there, but I don't think there's any ownership.
    1
  9531. Yep I sure did, though if you watch the Feb 15th one you'll see there was a critical error in the math which I spent four weeks reiterating. If you're a betting man, I'll take the "under" on your 2026 estimate. ;)
    1
  9532. Very different, yes.
    1
  9533. I've addressed this comment a dozen times. Enough rerurns. Watch the video OR read the comments.
    1
  9534. They're also mostly LFP, which is inherently cheaper.
    1
  9535. Me or you?
    1
  9536. Mandatory!
    1
  9537. Thank you so much!
    1
  9538. It's getting close.
    1
  9539. He keeps telling it because there are still a lot of people who haven't heard it.
    1
  9540. Sir, this is a Wendy's.
    1
  9541. I have a video uploading now showing interior footage from the not-yet-complete Giga Berlin. Despite still lacking walls and roof segments in places, the interior work is very much underway, and I think you're right that Texas will follow exactly in these footsteps.
    1
  9542.  @zmavrick  the video is up on my channel. It's the newest one. It's about how Giga Berlin will be finished in 5 months.
    1
  9543. You think I didn't do that? CONSTANTLY? Because I absolutely did. If the suggestions is that I don't know enough, haven't used it enough over a period of years or a bunch of vehicles, or that I'm generally not smart enough to keep it working - I have bad news for you, that means it doesn't work. That means the average driver doesn't stand a chance.
    1
  9544. That makes sense, and is consistent with what they've achieved in other factories.
    1
  9545. Funny.
    1
  9546. Everything is socialism if you view it through the right lens. Clean water, roads, fire departments, education, the infrastructure required to run a business, all of it.
    1
  9547. Looking into appears to be as far as the interest goes. It will show up in sales at some point, but until it does it's just brand damage.
    1
  9548. Such an amazing trip. I met SO MANY people, and on account of it being Michigan, nearly all of them work in the auto industry at one level or another. So many videos yet to be released in the coming weeks.
    1
  9549. Without a doubt, sadly.
    1
  9550. People leave companies. That's not new.
    1
  9551. Hey, thanks
    1
  9552. Since they finally got enough votes to increase the share count, they have a bit of flexibility to issue more shares before considering taking on debt to finance interim operations. This likely buys them some time. As to the question of margin on an individual truck, I have confidence they'll be able to produce them for less than the $350k price tag even before they ramp to a more streamlined production process, though I could obviously be mistaken.
    1
  9553. There's a problem spot in my town where v12 refuses to wait at a "no right on red". I've had to disengage there a half-dozen times already. It just will not wait for the light.
    1
  9554. He's got more money than time to spend it. He should focus on that.
    1
  9555. The original Hornsdale Power Reserve use NMC, as LFP hadn't quite reached maturity. Early Powerwalls did as well. I know Powerwalls and Megapacks switched over some time ago, but there were lingering patent issues in the US until about a year ago.
    1
  9556. Thanks!
    1
  9557. Virtually no control. Ads are specific to each user. On my own channel (and others) all I ever see is insurance, cleaning products, and cars. Not sure how you let YouTube know your preferences.
    1
  9558. What you're describing is a different car.
    1
  9559. Do you work for the fossil fuel industry, or just repeat their messaging as a hobby? Hydrogen is a dead end.
    1
  9560. Canada makes up 0.2% of border fentanyl seizures. If that's the story they're going with, they're either lying, or incompetent to a degree that they shouldn't be trusted around sharp objects.
    1
  9561. You laugh now, but that's more than most people have.
    1
  9562. Tesla is expanding their model lineup. Tesla agrees with those who suggest they do not have enough models.
    1
  9563. You do realize it takes a solid year or so to spool up production though, right?
    1
  9564. You bet!
    1
  9565. Which legal experts are those? I'm unaware of a mechanism to bind future compensation plans to a particular state.
    1
  9566. Creates some new challenges, but maybe it would work. At least for some.
    1
  9567. I appreciate the feedback, glad you enjoyed the video.
    1
  9568. Another banger.
    1
  9569. I don't have interest in enraging half the audience in an unwinnable battle.
    1
  9570. You're free to go wage whatever battles you please. I'm here to provide data. What you do with it is your decision. If that makes me useless to you, that's squarely on you. You need more data and less battles to get ahead in life.
    1
  9571. Nice!
    1
  9572. Check plugshare. They're absolutely everywhere.
    1
  9573. I have yet to see a convincing answer to this, but it strikes me as odd. We know Shanghai needed them for Phase 1 since they launched with only 10% of components sourced locally, let alone on-site. The factory was flanked with trailers for months being used for storage and logistics, but Berlin has a pretty comparable number of loading docks. The only answer I've heard is "better factory flow" but that doesn't feel like a very complete answer to me.
    1
  9574. Not 7 pounds a year, apparently.
    1
  9575. Lazy. You can do better.
    1
  9576. STOOPID weather!
    1
  9577. Thanks 🔥
    1
  9578. Their credit line is good for it.
    1
  9579. Will do!
    1
  9580. That's a great catch.
    1
  9581. It's what sells, sadly.
    1
  9582. I can't say I love my L1 home charging, but it does the job more than 99% of the time.
    1
  9583. What do you mean? The whole video is about the Semi, which begins deliveries on December 1st.
    1
  9584. I'm around the 20 minute mark. :/
    1
  9585. Would it surprise you to know that my name was left out deliberately? TV hosts like to keep their name in the title because it makes them harder to replace, but since this is my show, there's no need to narrow it any further.
    1
  9586. One cookie for you!
    1
  9587. I'm not parked in a garage. The garage is my office. Seems to work okay.
    1
  9588. Thanks man!
    1
  9589. Your comment about delivery dates gave me a solid chuckle.
    1
  9590. Good news: it does. I own this car too. I know how it behaves. It does that.
    1
  9591. We don't even know if it's real, but it's all over the news and social media. I'm deeply skeptical. It's too big for the stated purpose, and looks like it was cobbled together as a parade float rather than a prototype.
    1
  9592. You're stuck in the old way of thinking about fueling. My car is always at whatever charge limit I set when I leave the house. If I'm at home and under 50%, and haven't plugged it in, the car sends a notification to my phone to remind me that I forgot to plug it in. I've had those running on fumes experiences with gas cars, but never with an EV, and I have no idea where your 60 minute figure comes from.
    1
  9593. Glad it was helpful!
    1
  9594. 3D printing isn't cheaper. Not paying the freight for a local 3D print is what makes it work.
    1
  9595. That might make sense!
    1
  9596. Don't worry my friend, there are more videos coming. When they START by lying to you, you're no longer obligated to pick through the turd to find a couple kernels of corn. You can just throw the whole thing out.
    1
  9597. Glad it was helpful!
    1
  9598. Tell lies, get called out. If you want to be lied to because it's entertaining, I'm not sure you're going to like this channel.
    1
  9599. Not so much need, but you'd really want it with that shape.
    1
  9600. Don't know what video that was, but there's no reason Tesla would want Ford.
    1
  9601. You're welcome!
    1
  9602. It's a balancing act.
    1
  9603. The latest video wasn't available when I started the edit, which was why I put the correct dates on the two for honest comparison. Why so hostile?
    1
  9604. That's not what clickbait is. It's not humanly possible to read the thumbnail and misunderstand the conclusion.
    1
  9605. Alex was among those on the all expenses VIP tour. He's the sort of influencer I'm talking about when I say they purchased good coverage. His channel follows a pattern that you'd expect to see of someone for sale to the highest bidder, and it isn't subtle. His channel gets less views than mine, but unlike me, he appears to earn a comfortable living. How is it possible that he makes good money while I have yet to break minimum wage while having more views?
    1
  9606. I'm short too, but I blame my mom for that... oh, the stock? I doubt he's got any skin in the game and likely kicks himself for missing the 20x runup the majority of us enjoyed.
    1
  9607. The ones at the event were apparently not metal.
    1
  9608. Fair enough!
    1
  9609. Have you been there? I have. Almost two months across 7 different countries in the last two years. It's doing just fine.
    1
  9610. Won't know until we see how it's built.
    1
  9611. Genuine nonsense.
    1
  9612. Lol
    1
  9613. Careful there, people might start to think I know what I'm talking about. 😉
    1
  9614. Do it! If you're not happy with it, someone will snap it up quickly, and you'll have gotten a car to drive for 4 years for an incredibly low cost.
    1
  9615.  @SetTheCurve  Your math is likely off. Sellers don't pay tax unless they make a profit. If you trade it in on your next purchase, you get a sales tax discount on the value in most places. How many miles on it, and what trim level?
    1
  9616. Ah, dang. I guess I had seen that may be coming, but I forgot.
    1
  9617. I agree, but unfortunately he's the most credible Lucid employee we were able to get to talk to. Sounds like your problem is with Lucid.
    1
  9618. You are so kind, thank you!
    1
  9619. Thank you so much!
    1
  9620. HW4 is the most advanced equipment currently available.
    1
  9621. October 2023 Model Y. It has HW4.
    1
  9622. She'll just retire. A job ain't nothing but work. ;)
    1
  9623. Appreciate you Gary, but I bet you already know that.
    1
  9624. Doesn't fit their MO.
    1
  9625. It's not something she does. It's a sponsorship level.
    1
  9626. I suspect it has to do with being traded on the Chinese exchange. Many from outside the country don't have as much confidence in the integrity of their stock exchange and fear for the security of the investment. I can't speak to how right or wrong that conclusion is, but it definitely limits investment. They also have significantly narrower margins than other auto makers. It's part of their growth strategy, and it appears to be working, but investors don't always look that far out.
    1
  9627. Sandy explained the rare earth misnomer in our interview last month. "Rare Earth" just means it doesn't form naturally into nuggets, not that it's uncommon. Many "rare earth" elements are quite abundant.
    1
  9628. Good catch. I forgot about that.
    1
  9629. Happy to help, brian. ;)
    1
  9630. Why there and not just in the land beside Giga Shanghai?
    1
  9631. Fair.
    1
  9632. I did. 😔
    1
  9633. Fudge me. That was cancer to read. Is this what political discussion looks like? No wonder I got it if that stuff. That read like a meth manifesto.
    1
  9634. Great question! Most carmakers lack the efficiency to use LFP since it's less energy dense. A MachE with LFP would likely get 160 miles of range. They still have a lot of catching up to do.
    1
  9635. Maybe you didn't finish the video, but it showed the steel work was 5%, in line with your estimate. You're assigning zero weight to site prep and foundations. Those are critical components of construction and require significant time and expense.
    1
  9636. Shock towers! Couldn't remember the term, thank you!
    1
  9637. @normcfu I couldn't come up with anything more descriptive, yet brief.
    1
  9638. Should. Should, yes. You nailed it Mark.
    1
  9639. Need is a strong word. Politicians are cheap to buy and oil companies have a budget for that.
    1
  9640. Yes, a time or two, but not recently. ;)
    1
  9641. That rumor appears increasingly true.
    1
  9642. Totally agree. The factory doesn't have to hit 100% for it to begin production, and I honestly think things are going to be speeding up in the next few weeks as we see walls go up and get a clearer picture of how much of the main emerald is actually going to be used as interior space, rather than perhaps a loading bay.
    1
  9643.  @gerrywithaG  I would be wholly unsurprised to see trial production begin that early, though if it's late summer, that wouldn't surprise me either. Anyhow you slice it, we've got big things ahead for Tesla deliveries. :)
    1
  9644. It's not told because it doesn't have any data to support it. Claims like that would be very easy to verify, if true.
    1
  9645. Well said!
    1
  9646. Plenty of cars have more than 300 miles of range, and I'm not sure I know anyone who thinks they'll save the world. Burning fossil fuels is nasty though. It's dangerous, disgusting, noisy, and expensive. If you like those things, you do you, but I'm going with the cheaper, better option.
    1
  9647. I know Tesla has faced stiff competition there due to it being a "foreign" brand in the face of domestic brand loyalty. Do you think Tesla would be better welcome in Japan if it was built locally?
    1
  9648. No no, you misunderstand. We just have to wait for a human interest story where the outcome doesn't matter. Those are generally true, they just aren't important.
    1
  9649. I expect Nueva Leon to come online first as the pilot for what will be needed in other locations.
    1
  9650. I have less than 60 days left on my free trial. Unless it works by then, I'll wait for some big revision.
    1
  9651. Ask them. You have shares, demand answers. These are not secrets. These are commonly known concerns throughout the company.
    1
  9652. That's already on the list though.
    1
  9653. Washington is one of the few states that doesn't allow employers to pay tipped employees less than minimum wage. Our wait staff make $40-50/hour when you add the tips to their $15.74/hr.
    1
  9654. Naw.
    1
  9655. That would create a whole lot of chaos.
    1
  9656. The version we've seen that's apparently the final design has a few notable changes. It does have a wiper because even a fully autonomous one would need that, and it has side mirrors because in the US they're still required. Cars in have been available in Europe since 2020 with camera/screen setups instead.
    1
  9657. Absolutely no one has ever said anything so complimentary, so before you can retract it, I've taken the compliment!
    1
  9658. You got it!
    1
  9659. I know enough to listen to people smarter than me.
    1
  9660. Great application!
    1
  9661. Taxis don't exist?
    1
  9662. You and me both!
    1
  9663. That makes no sense.
    1
  9664. Wow. Nice?
    1
  9665. Oh boy, you don't know what words mean. How strange is that?
    1
  9666. It's been discussed before, but the consensus was that the video is more helpful. I spend a lot of time lining them up as good as possible, but there are limitations to what can be done. :/
    1
  9667. Correct. They are the present. Glad you finally realize it and admit it here.
    1
  9668. Fair.
    1
  9669. I'm convinced they'll come to market with something, but it's a pale, pale shadow of what their investors believed in when they plonked down their life's savings. Pretty tragic.
    1
  9670. Are there?
    1
  9671. Glad you enjoyed it!
    1
  9672. SA will not boost production. Those are incomplete chassis made in Arizona. Arizona is nowhere near max capacity, but the Saudi Plant doesn't add to it.
    1
  9673. The science fiction of even ten years ago doesn't seem so crazy anymore.
    1
  9674. That's unfortunate to hear. I live in a region where we don't use salt on the roads in winter, so I have very little experience with serious rusting.
    1
  9675. Thanks for the kind words, glad you find it useful.
    1
  9676. Exactly! My videos are almost never EXACTLY ten minutes. They're whatever length they need to be. Would be nice to see the algorithm prioritize real content over the bot-produced junk.
    1
  9677. No doubt! Interesting resource for sure.
    1
  9678. How did Apple do after Jobs?
    1
  9679. Shut up baby, you know you're awesome! ;)
    1
  9680. You got in on the the ground floor!
    1
  9681. You joke, but there might be two people alive who are actually dumb enough to believe Tesla is going to switch to selling gas cars. As for Arcimoto selling gas, it's tough to say. The competition from Polaris and Vanderhall would be pretty tough to beat. A gas version would have been far cheaper to build, no two ways about it. Bottom line is the whole vision was to pursue a climate solution, and that's what Mark was committed to. Thanks for stopping by!
    1
  9682. I give my takes as well, but I appreciate the feedback nonetheless.
    1
  9683. Others have since found examples of similar pieces used as inflow channels on the Model Y castings, so it may just be scrap. The front assemblies though do look different. If it isn't for the CyberTruck, it's a major revision to the Model Y.
    1
  9684. LOL
    1
  9685. For sure, but that was just as true when they made the announcement.
    1
  9686. Thanks for the heads-up.
    1
  9687. Model 3 sales have only been reported for one factory, and those are up. CPCA publishes those numbers weekly. The US has no such system.
    1
  9688. Pretty much!
    1
  9689. What "truck things" are there that Tesla and Rivian can't do?
    1
  9690. I'll ask them. I know some of the employees own them personally, but I'm not sure if it's just that they're out, or they don't generally get them.
    1
  9691. Thanks! We're just trying to keep it real.
    1
  9692. It's possible these floppy spatulas really think this will work. They're in way over their heads.
    1
  9693. Much appreciated!
    1
  9694. Maybe, but it's tough to know since there's nowhere we can stage a direct comparison.
    1
  9695. If the orders were placed and the delivery is due, accepting the material to keep your suppliers happy is a smart idea.
    1
  9696. @imaGINAtion Washington Examiner has a very poor record for fact-based reporting. They have a very low opinion of their readers' critical reasoning. It appears they know their audience well. The claim is nonsense, which is why you don't see it echoed in any of the more serious publications, including those with a very low opinion of Tesla.
    1
  9697. That would be wild. Wouldn't even have to be completely below ground, but in places where it makes sense. Load shipping containers onto autonomous skateboards and away they go. Any change in elevation could be powered, with regen on the other side.
    1
  9698. Thank you!
    1
  9699. We say it the way they say it in their TV commercials.
    1
  9700. Work on your grammar, son. You're embarrassing me in front of the actual critics.
    1
  9701. A great question. Does it just slowly putter in circles looking for a spot? That would be fine with me. If there are no spots, just keep doing that until I get back or one opens up.
    1
  9702. They dabble.
    1
  9703. I haven't seen that. Interesting.
    1
  9704. There's a filter used to remove copyright music from the background. Exhibitors (not these ones, but someone nearby) are still choosing to play music. It's a problem.
    1
  9705. You bet! Thanks for your support.
    1
  9706. I didn't mean to. :(
    1
  9707. While your timeline may be a bit optimistic, it WILL happen sooner or later.
    1
  9708. Research still gets funding, so that's still a possibility.
    1
  9709. Thank you kindly!
    1
  9710. Welcome 😊
    1
  9711. Sure looks like it.
    1
  9712. That's not how crash testing works. Do you not know that ir are you just hoping others don't?
    1
  9713. Oh Benji, that sounds like what the analysts were saying twelve years ago. It IS complicated. That's why so few have managed to catch up with the 2012 Model S.
    1
  9714. Why would that help?
    1
  9715. That notion is 20 years out of date. It's like Doc Brown in 1955 blaming the DeLorean's failure on the fact that the circuitry was "Made in Japan!" in 1985.
    1
  9716. Will do.
    1
  9717. Absolutely right, I think, but I feel like it would be dishonest to adjust my math this late in the tracker. Better to see cars rolling out while we're at 96% percent I think. ;)
    1
  9718. Glad it was helpful! I struggled to find a good way to represent the data, as the charts in Excel are pretty awful and I didn't have time to hand code a stacked timeline from Google Charts. :(
    1
  9719. If it has a bed, it's a truck. It doesn't has to fit the idea you or I have in our heads to qualify and work for an awful lot of the market.
    1
  9720. Odd.
    1
  9721. I'm just glad you're here. Thanks for that.
    1
  9722. Things will absolutely be fine either way. The only question I'm addressing is whether or not a stock buyback is imminent, and the answer appears to be no. The Twitter stuff is surely as interesting as any trainwreck, but I'd prefer the CEO of companies I invest in avoid those as well. Bar fights and house fires are also interesting, but again, I'd rather steer clear. The whole "I identify as..." shtick is used to marginalize the LGBTQ community. It's the kind of joke that isn't even meant to be funny, so much as just mocking and hurtful. While it doesn't hurt me, it's still very telling. If Elon wanted to offer assurances, that was the opposite of the way to do it. It reflects on his judgment in ways that investors may consider regardless of how you and I feel about it.
    1
  9723. People towing with the Cybertruck have found pull through stations exist. People just don't know about them.
    1
  9724. Canada is Starlink's 2nd biggest market. There are a lot of people whose lives would be disrupted.
    1
  9725. Usually ads really bother me, and I almost always skip them. There are a few channels that really go all out to make them worth watching, so that's what I wanted to do. It's not so much to make you watch the ad as it to make you not hate the video. ;)
    1
  9726. Would be fun.
    1
  9727. It won't.
    1
  9728. While you and I agree on this, their boards of directors seem to think they're doing great.
    1
  9729. Yes! Thank you!
    1
  9730. Might want to tone that down a bit.
    1
  9731. Ah yes, just like Batman, except if he only did property damage against random people entirely unrelated to their actual target.
    1
  9732. The 2009 deal gave the UAW 17.5% ownership in GM.
    1
  9733. Can't be easy
    1
  9734. Thank you kindly!
    1
  9735. The relevant part of this is that it could require Elon to sell more shares, which would apply downward pressure to the stock.
    1
  9736. @michael thomas It's not the years we've waited that annoys me. It's the years that are still left to wait.
    1
  9737. Thank you! Will do!
    1
  9738. Thanks! You too!
    1
  9739. Randy just told you it was literally the reason he bought it.
    1
  9740. You get it.
    1
  9741. Would be fun.
    1
  9742. Very few trucks are sold with 8 foot beds.
    1
  9743. Boom!
    1
  9744. Fair.
    1
  9745. Maybe, tho6i suspect the job is more about manufacturing efficiency.
    1
  9746. Thank you kindly! I didn't trim much apart from the Q&A.
    1
  9747. Thank you so much!
    1
  9748. Much appreciated! I've gotten a lot of really helpful feedback like yours which will make future interviews that much better. The first interview I did was with Jeff Roberts, and we just kind of played around with it, which in retrospect made it look like I don't take these opportunities seriously. I do. I invest substantial time into finding insightful questions that can lead to great information. Getting in front of Sandy Munro in March really turned things around on that front. I do have a few more interviews coming up that I'm very excited about. I hope you'll come back and offer your feedback on those as well. :)
    1
  9749. A common place is airport parking lots.
    1
  9750. Yep.
    1
  9751. Insurance expansion was already on the list, I think it was in part 1. It's expanding quickly and it appears likely to be a major profit center. The service centers are important, but I'm not sure they would be a catalyst for stock growth. This is long overdue, in my opinion, but it doesn't appear to be impacting the stock price.
    1
  9752. You read the rules, you follow the rules, you make it work. Others failing to jump isn't their fault. Maybe that "feels" underhanded to you, but that's how you get it done.
    1
  9753. My family won't be there. I can't even get them to commit to Muskegon in June.
    1
  9754. Thanks again!
    1
  9755. Permitting delays more than problems. These were surely anticipated, as the factory still managed to come online in a reasonable timeframe. Shanghai Phase 1 was faster, but it was also 60-70% smaller. Shanghai was almost entirely on a single floor, required very little site prep, and had no pandemic delays.
    1
  9756. Thank you too!
    1
  9757. Thanks 👍
    1
  9758. @Richard I've only seen electricians with vans.
    1
  9759. He's too pretty. I do that and viewers get lost in his dreamy eyes, then the message is lost.
    1
  9760. Any smoke from any fire can do that
    1
  9761. If you eliminate the cab entirely, you get a truck that's vastly lighter (meaning more weight for cargo,) and a whole rethink of how the truck needs to be designed. Could be wrong on all of this, but it could be a theory that holds up.
    1
  9762. Wow man, nice! I let a buddy convince me that I should set a price at which I would sell some shares. I bought under $200 so I decided at $1,200 I'd sell enough to get my entire initial investment back. He said something like "You're expecting a SIX HUNDRED PERCENT return?!?" I said that was the lowest I could imagine selling. And I did. I got 100% of my initial investment out at $1,230 and it was the worst decision I made. I've done very well with it in other investments, but nothing like what I'd have gotten if I just kept it in TSLA. I will not make that mistake again. I don't think I'd sell at even $4,000 now.
    1
  9763. Only sort of. The vast majority of their vehicles are China-specific, and couldn't be exported even if they wanted to. They don't meet the rigorous standards required by most developed countries, and when they make the needed improvements to safety (and general quality) they cease to be affordable.
    1
  9764. 200 packs? 500? More?
    1
  9765. Yep, every year around this time. 2024 was discouraging because it had shrunk so much, but this year was slightly bigger again, which is nice to see.
    1
  9766. You and me both. Long overdue.
    1
  9767. You joke, but there were people saying this with a straight face as recently as six months ago. Canoo is neat, but the company is dead, and we never really got to see how it fared in the real world. Fisker is still breathing, but you can hear the death rattle, and the reviews were sharply negative. Lucid could survive if the Saudi money remains quasi-infinite, but today's investors will be diluted beyond recognition.
    1
  9768. Which enemies?
    1
  9769. Much appreciated!
    1
  9770. Next time.
    1
  9771. Glad you enjoy it!
    1
  9772. Peter has to license his accent. It's a business expense.
    1
  9773. You're welcome
    1
  9774. I'm waiting to see sales pick up in red states. It hasn't happened yet, but who knows.
    1
  9775. Thank you!
    1
  9776. Yes. The first one got stuck due to an editorial error, so it kind of died.
    1
  9777. Waiting to hear back from my parts contact to finalize my number for Texas.
    1
  9778. Stakes aren't high enough? Well there's always options trading!
    1
  9779. That was never a law. That's an agency regulation that can be removed with the swipe of a pen. No one ever considered that a serious concern until some randos brought it up on X a couple weeks before the election.
    1
  9780. That's why we included the margin. $10,000 in profit times 1,000 cars equals $10m in profit.
    1
  9781. Naw.
    1
  9782. Yep.
    1
  9783. If it isn't on the stalks, it's on the wheel.
    1
  9784. Thanks for the sub!
    1
  9785. I'm sure he finds joy in all the videos, but I have no confidence he knows this channel exists. Maybe after the next 700 videos. lol
    1
  9786. Much appreciated!
    1
  9787. Thanks 🤗
    1
  9788. I wonder what the regulatory holdup is.
    1
  9789. What they're publishing isn't illegal. They aren't so much making up lies as repeating them without question.
    1
  9790. Thanks, you too!
    1
  9791. Good to know!
    1
  9792. Auto sales will eventually slow, since the total addressable market is finite, but as it does, we'll get to see just how many more worlds there are left to conquer. We can already see the roadmap for stationary storage (residential and grid scale) and at this point is basically an untapped ocean.
    1
  9793. Ok
    1
  9794. Thanks! 😃
    1
  9795. I've seen no information about it. :(
    1
  9796. Don't worry, I'll have a whole show dedicated to sitting in silence sooner or later.
    1
  9797. I'd watch Robo baseball. Sure it can hit a home run, but then the pitcher bot gets better and they wind up in an AI battle trying to outsmart each other.
    1
  9798. Naw, I got a whole new series about these that approach it from the other side. Not a single vid, but a bunch covering each step, and how getting each one solved will make Elon another Trillion. Should be fun. :)
    1
  9799. Seems pretty important.
    1
  9800. If I had a proper emergency, I'd rather be in a car that isn't 32 years old. New cars aren't more prone to failure.
    1
  9801. It won't make sense to go that far down-market until there are enough batteries. Like Elon said a while back, if they were making the compact car, they wouldn't be able to move more units, only cut into their profit. A $25k model would turn the 6-12 month backlog into one that's likely several years long.
    1
  9802. But that's what you do. If you weren't outraged about Tesla you'd simply evaporate.
    1
  9803. The emerald mine story doesn't appear real. The only source of it is an interview with Errol Musk, a notorious blowhard, and Business Insider quoted him without even asking so much as a followup to help verify the claim. Other journalists have attempted to validate the story, but haven't been able to find any paper trail that offers support, nor any contemporaneous account. Errol Musk is still alive. If the claim is anything other than pure fiction, it would be effortless for him to provide the details needed to get to the bottom of it, but he won't. If his family was as wealthy as his father would like everyone to believe, the only advantage it appears to have given him was access to a home computer, since he left with only about a month of survival money, and any connections his family might have had in Africa were of no use in Canada or the US. Plenty of rich Americans got their start because they got into a school they didn't qualify for, had their parents pay for it, then used their parents money and/or connections to create something that got big. Elon did not enjoy such advantages. A rich upbringing in Pretoria at the time might not have looked noticeably better than a middle class upbringing in the West. I want to make a part three to this series using complaints from viewers, but this persistent myth feels better suited to its own standalone video. I would clarify that there is no idol worship from me. It's his companies and the accomplishments of his engineers and executives that make me so passionate about their projects and products. Watching a Falcon Heavy execute a dual landing fills me with inspiration. Elon's just the guy in charge.
    1
  9804.  @poneill65  So first of all, thank you for participating, and secondly, for doing so in such detail. This really affords an opportunity to address the issues in a high quality manner. When someone just says "I hate McDonald's because it's bad," it doesn't leave much room to respond. I have plenty of mostly-formed thoughts on these, but it would serve the discussion better if I researched them first to best understand them. So thank you for the additional insight. Hope to have part 3 out two weeks from now, time permitting, and I hope you'll be back to fact-check me if I get it wrong. Happy Thanksgiving if you celebrate it, and happy Thursday either way!
    1
  9805. Sadly so.
    1
  9806. Then you are not in the market for a camper.
    1
  9807. No. Check your settings.
    1
  9808. Then why are they building a factory instead of renting an existing space for a fraction of the price, and going into production next month instead of next year? I agree they don't need the space. It's strange they're still trying to build it. It legit makes no sense.
    1
  9809. New cars have gotten expensive alright. 2nd hand cars are a bit more reasonable.
    1
  9810. There are some people who go into that field with good intentions. Their articles don't get clicks, so they don't make it. The way the business is structured is that, for 95%+ of them, the more outrageous they are, the more successful they are.
    1
  9811. Not a crazy prediction.
    1
  9812. Love it so much. I know my experience is unique, but they all are. Hope you still feel the sa.e when you see the less than ideal video coming up.
    1
  9813. Drugs are bad, mmm-kay?
    1
  9814. Glad you enjoy it!
    1
  9815. Show me a source on the rear seam or the grippy tape vs. fastener channels.
    1
  9816. You do know I have no voting power, right?
    1
  9817. Look at the previous videos, or just watch this one. Roofs are considered half done when they close off the interior space, but not "finished" (aka the other half) until the walls are closed off and interior work commences. Maybe I should make an FAQ video.
    1
  9818. I wouldn't paint you gold! Why would you say such a thing?!?
    1
  9819. I warned you about that last week on Randy Kirk's channel. You wouldn't need to lol if you just listened to me.
    1
  9820. Now THAT is a solution!
    1
  9821. Pancake thinks she's the main character.
    1
  9822. Glad you dig 'em.
    1
  9823. People. Specifically hundreds of thousands of them. It's the safest system on the road. I get that safety isn't important to everyone, but I disagree.
    1
  9824. Well said.
    1
  9825. We've been hearing that for a long time.
    1
  9826. Especially once there are other options on the market.
    1
  9827. Totally agree.
    1
  9828. Partisan politics is blinding and makes smart people say and do genuinely dumb things.
    1
  9829. Not sure if it made the cut, but I did explain the way it will blend brakes into what "feels like" regenerative braking when the battery is too full to accept more charge. I'll be clearer on it in the future.
    1
  9830. That's one perception, though it isn't quite the reality.
    1
  9831. I'm net-positive on Elon. Anyone incapable of admitting he's fallible will miss the missteps.
    1
  9832. Have a whole show coming up about this.
    1
  9833. What if $100 of advertising resulted in $200 higher average selling price?
    1
  9834. Thank you so much!
    1
  9835. They didn't sell in sufficient volume to maintain imports. It proves that people don't want THEIR cars, at least not at the prices offered.
    1
  9836. A lot of his initiatives stand to drive up the cost of food
    1
  9837. FSD wasn't engaged. You know better.
    1
  9838. Amazing!
    1
  9839. You think hours aren't extended when there's a crunch? Regular dealerships will stay open hours past closing for a single sale.
    1
  9840. Great suggestion!
    1
  9841. Kirk is often correct. ;)
    1
  9842. I don't think so.
    1
  9843. Robert Scoble said they are already shifting to materials that are less prone to blockage. That's one way to improve it.
    1
  9844. I hope you do!
    1
  9845. If you don't have time to laugh, are you really living? And if we don't make you laugh, are you even alive?
    1
  9846. I think your thought about the paint shop makes yours among the best guesses.
    1
  9847. 1.6 million new cars are sold in the UK each year. The total cost of ownership has reached price parity with older tech.
    1
  9848. I haven't seen that at his companies, with the exception of X.
    1
  9849. No, that was for a limited time and the Cybertruck was not released before that offer expired.
    1
  9850. An EMT in most of the country earns less than ANYONE legally employed on the entire west coast. It's pretty shameful how we treat these critical workers.
    1
  9851. What you're describing is Google Plus. Even with the might of Google behind them, it died. That would be a whole different place and not one X appears remotely interested in.
    1
  9852. They said the same about the German carmakers, but I would agree that Tata stands a better chance at exerting influence in India than anyone does in a western European country. Worth noting Ratan Tata is only worth about $1b. That's nothing to sneeze at, but when it comes to buying influence in a country that large, it's hard to say if it would be enough.
    1
  9853. He hasn't written a new book in a few years. If you have that much time to come up with a joke, you gotta do better than that.
    1
  9854. What I love about analysis like this is, even when it's off, you get to see how it was put together so you can understand the reasoning. If you understand what's going on and how the numbers were reached, you can say in your own mind where you think it will be over/under, and how that will impact the final results.
    1
  9855. Only one of the boys didn't join us.
    1
  9856. Could be, but it's also a small facility.
    1
  9857. Right? At $4,400 there's no margin to pay for distribution or warranty.
    1
  9858. Would be great to see that.
    1
  9859. Space is infinite, yet all chargers are on EARTH! This is that whole geocentric nonsense with the so-called "Miss Universe" pageant all over again. And don't even get me started about how the "World Series" includes only US teams and the Blue Jays. That's not the WORLD you guys!
    1
  9860. It's well under the 4k hour watch time requirement. It's likely done for. :(
    1
  9861. Smart move.
    1
  9862. You okay there, bud?
    1
  9863. Correct. That was the deal.
    1
  9864. Weird take.
    1
  9865. Not everyone is projecting fewer cars. It's true the total sold is likely to be down from 2023, but there are still growth stories. My concern is that a number of growth paths we've been shown appear abandoned.
    1
  9866. Good point!
    1
  9867. That's what I'm hoping for.
    1
  9868. TBD, for now.
    1
  9869. Sounds like OnStar.
    1
  9870. That was my production estimate. Off by less than 2%. My delivery estimate was over by 0.7%.
    1
  9871. EVs have passed the inflection point. They're no longer expensive novelties, but an unstoppable tidal shift, and legacy car makers seem poorly positioned to capitalize on it. That may change this year as the serious competitors finally begin to emerge.
    1
  9872. Thank you kindly! I have fun with it.
    1
  9873. They didn't for Cybertruck because the best system on the market (Brembo) hasn't quite reached the level of reliability testing needed to implement it just yet. I'm confident it will be added as soon as it's commercially viable.
    1
  9874. You're welcome!
    1
  9875. > The content creator in the picture is also an honest thing too do. What do you mean by this?
    1
  9876. No problem!
    1
  9877. Beyond his scope, I imagine.
    1
  9878. Not sure why it would.
    1
  9879. That's no accident. That's there because of how commonly it's misspelled. This video with the misspelled hashtag has been viewed more than the previous two in the series combined.
    1
  9880. Wow, thank you!
    1
  9881. I had notes.
    1
  9882. You bet!
    1
  9883. Science is not ready to answer some of these grander questions.
    1
  9884. Only if it aligns with whatever the mission is at that time.
    1
  9885. You bet!
    1
  9886. Very few pickups are sold with 8-foot beds. Not in the last couple decades.
    1
  9887. Sounds like you're comfortable being wrong.
    1
  9888. IF you were a shareholder your opinion would likely vary depending on when you bought, but you aren't, so you don't have any room to complain either way. You aren't though, but you're still complaining. Calling Tesla boring is a lie. When you start with a lie, it makes a reasonable person assume everything you say is equally irrelevant. Why forfeit your time like that?
    1
  9889. @Sten You need to watch the Investor Day presentation to understand your misconceptions. Absolutely all of them are addressed at length by the various department heads. It's long, but well worth it if you want to have the information.
    1
  9890. You got whooshed.
    1
  9891. This is an old video. Account was hacked today. YouTube restored it by publishing everything as if it was brand new.
    1
  9892. Possible, but then you're in a Dutch auction situation where others are likely to pull the trigger at a higher price than you, and you could miss out.
    1
  9893. @TonyStone3000 A number of science publications have entirely shuttered their comment sections due to the glut of non-scientific nonsense they receive. I'm not going to do that, but I will be more aggressively removing people who are incapable of honesty in a scientific discussion. Do better, or do whatever it is you're doing somewhere else.
    1
  9894. It's the guy helping me with the video.
    1
  9895. Our pleasure! Offer stands any time you're swinging through
    1
  9896. In my state it is about 50 cents a day, about what is pay to go about six miles compared to electricity.
    1
  9897. Took me a second.
    1
  9898. Not for me.
    1
  9899. Seems true of all Chinese EV exports.
    1
  9900. She's my second favorite TBM after Prufrock 3.
    1
  9901. Appreciate you, Don!
    1
  9902. Crazy, right? Although it did have acceleration boost, so not that slow.
    1
  9903. Math doesn't lie.
    1
  9904. Because they aren't explosive. Who told you that?
    1
  9905. They eliminated the no resale clause quite a while ago.
    1
  9906. It's a fun demo of autopilot, though I'm curious why he didn't use FSD which is substantially more capable. All it showed is that in an impossible scenario, it will make a human like mistake. Real world tests of lidar vs vision don't support the conclusions shown there.
    1
  9907. It is 100% my favorite part of the show too.
    1
  9908. I mean... thumbs up, but it's a reluctant thumbs up.
    1
  9909. Test Drive Mode has FSD. It drives point to point.
    1
  9910. They keep expanding the scope more and more.
    1
  9911. 300,000 is not realistic for a vehicle used by the public. There would be no residual value. Good finances start with good math.
    1
  9912. Can't do it. If I get any prettier the message will be lost.
    1
  9913. No one ever said 500 miles was going to be $40k. Single motor was 250 miles, which it hit. Dual was 300+, and it's 340. Range extender gets you very close to 500, which is a sufficiently uncommon application that it's not included standard. The bed is within 6" of the initial intent, but the truck is 8" shorter, which the vast majority of buyers will benefit from more than having a longer bed. This is the launch edition. They always cost more on day one than they do once demand is balanced. Surely you know that.
    1
  9914. You bet!
    1
  9915. Glad it was helpful!
    1
  9916. You bet!
    1
  9917. Because Tesla would win 90% of the bids they apply for, and I imagine there's a stipulation that they can't go too heavy into one provider. They're already #1 in the mix, but this disproportionately helps a lot of companies I'd consider unserious.
    1
  9918. Berlin & Texas currently have just one line, but are both adding TWO additional lines for Model Y. Texas is also installing the Cybertruck line. That's 5 new lines right there.
    1
  9919. It's for the angled corner. We saw the same in the stamping cathedral.
    1
  9920.  @Calihousehusband  If you look at the SW corner in Berlin or the NE corner in Shanghai, theirs are cut in a bit back from what we believe will be the final exterior wall. This section may be kept separate for reception or receiving logistics.
    1
  9921. Don't know much about them, but I can check them out.
    1
  9922. Here ya go! https://www.amazon.com/gp/product/B07Z3BBC7V/
    1
  9923. It is unfortunate. On YouTube, clickbait is critical to success. I resist it at all times, and despite posting hundreds of videos a year, often with the most accurate, forward-looking analysis, I languish in the basement. It's a tough racket.
    1
  9924. Meant to on this one. Will get it on the update.
    1
  9925. Highland changeover wasn't too bad. Can't see a reason this would be any more difficult.
    1
  9926. Very good points!
    1
  9927. You bet!
    1
  9928. Insufficient margin and space for disruption.
    1
  9929. I wonder how much more you really get from a quad motor vs three. Not as much traction in the front.
    1
  9930. I held off hoping someone else would answer, because I don't recall off the top of my head. Joe Tegtmeyer did some math on it at one point, but I don't remember what he said, and it's tough to find. I would say about 80 feet tall (24 meters). Looking at the portapotties visible on the upper floor at the north end of the building, those are 7.5 feet tall, two would fit with a foot+ to spare, another 2 feet for the beams, would give 72-feet in height. All just GuesstiMath™.
    1
  9931. There are a lot of promising players in robotics. The problem I see with Boston Dynamics is an inability to scale that's inherent to the design. It was built with the assumption that cost was no object, and for some applications, that will be the case. There are a ton of applications where a million dollar bot makes sense, but a $50,000 bot? The sky is the limit.
    1
  9932. Definitely.
    1
  9933. Right? Who in their right mind would spend $100 on work boots when you can get ones that look vaguely similar for $30, or flip-flops for $10?
    1
  9934. They're not more than other cats of comparable price. Most of what you're insuring is other people's cars.
    1
  9935. I wish I could take credit for these charts. I just found them and walked through it. The original author is linked in the description.
    1
  9936. Appreciate you, buddy.
    1
  9937. Appreciate that!
    1
  9938. I suspect battery management will be handled very differently for the semi than for passenger vehicles to simplify the understanding of how to best operate them for maximum long term benefit.
    1
  9939. TRAFFIC. There you go. Hope this helps.
    1
  9940. We stayed up late having a great chat (me and your cat) and agree your policy on treats is unacceptable. We may have also spent a few minutes clawing the couch.
    1
  9941. There's a brother/sister duo out of New York called Lawrence. The Heartburn Song sounds amazing in a Tesla, but they have a lot of great songs. I don't know how to share a playlist beyond that, but my liked songs are 80% a weird mix and 20% stuff my kids make me save.
    1
  9942. Fremont and Shanghai are at (or typically near) capacity. Texas and Berlin have significant additional capacity.
    1
  9943. Or not TOBEE, that is the questin.
    1
  9944. Same to you!
    1
  9945. I'm not sure what you mean, but the factory is very much under construction. I have no idea what they're going to do with that much space.
    1
  9946. Probably just an icon.
    1
  9947. They just gutted the EPA, so don't you worry, there will be plenty of lead and mercury for everyone.
    1
  9948. They announced a deal to sell 100,000 Air sedans to Saudi Arabia months ago, but very few have been shipped. There are only 313,000 millionaires in the country. I can't imagine a third of them wanting to drive around in matching cars.
    1
  9949. Neat!
    1
  9950. That seems like a more likely possibility.
    1
  9951. Welcome!
    1
  9952. Without a doubt.
    1
  9953. Thank you! She'd been at the shelter a while because she's high energy and an escape artist. Very sweet and friendly though.
    1
  9954. Inconceivable.
    1
  9955. That's what the IRS says.
    1
  9956. You bet!
    1
  9957. The FSD projects that I've seen reported in China (live in practice) are more like people-movers. Low speed, limited areas, and not what your or I would call a car... BUT that's still amazing. Think of how popular something like that would be in a party city like New Orleans, or better yet Vegas where they could get their own special lane like they provide for bikes. Yes, the future is coming whether the skeptics like it or not, and we've got a front row seat. Thanks for commenting and letting me know what stuff you usually watch. FYI I did get within .9% of annual deliveries, and I ran a video showing my math on that earlier today. Fun stuff.
    1
  9958. We do facts here. Please work on that
    1
  9959. Gato... Roberto!
    1
  9960. Jack Warden. I got tickets for tonight so could we hurry this up?
    1
  9961. Will do!
    1
  9962. Thank you for the vote of confidence!
    1
  9963. This is exactly the problem. Everyone wanted me to ask "How come your chargers never work!" but that wouldn't have gotten us anywhere. We'd have gotten a non-answer, the interview would have likely been cut short, and everything after that would be on the defensive. They had a second rep from the company hovering over his shoulder who was on the lookout for the questions and answers, who I suspect might have been waiting to shut it down. The approach I took instead was to research what the actual problems are in advance, and ask probative questions to get to those answers without asking the big and obvious question. What we learned is what you described. No unified design, manufacturing, or even a strategy apart from "buy a bunch of stuff and hope it works." We can see that it doesn't. At least not with the degree of reliability consumers expect. If every Exxon station had a couple dead gas pumps, or some that pump at a fraction of the speed you expect, you would wonder what the heck is going on.
    1
  9964. You're bad at this.
    1
  9965. Can't argue with that.
    1
  9966. Hello there! I'm heading to Texas on the 28th. No ticket, as usual, but I'll find my stories. I always do.
    1
  9967. I don't have a chauffeur to replace though. :(
    1
  9968. You done good, my friend!
    1
  9969. Your face equals potatoes.
    1
  9970. I used to have one of those.
    1
  9971. Are you selling, ir just annoyed you didn't dollar cost average?
    1
  9972. Yes, but you're more engaged in the actual data than the analysts.
    1
  9973. If the bots can do any general human task on earth, well... we found our construction crew. ;)
    1
  9974. Great for the long term, certainly. There will be bumps on the road, but this stock dip isn't due to any of that. That's why I'm happy holding.
    1
  9975. The majority of my drives are by myself, but the majority of my miles are with passengers. Even though a solo vehicle would work for a lot of what I do, I'd never consider buying one. It's not that I "think" I'll need the utility, it's that I know I will.
    1
  9976. Those cars would have no drivers. They still need power.
    1
  9977. Thanks! 😃
    1
  9978. Some people hate Elon more than they love their own money... Okay, fair enough.
    1
  9979. I don't think they're particularly worried.
    1
  9980. Not quite, but likely within the first week.
    1
  9981. Oh for sure. Haven't been to Europe since the before times but planning a trip in the fall.
    1
  9982. Companies with mass products aren't using this. They could also benefit.
    1
  9983. I don't think so because even if radically new batteries are just a few months out, they're going to sell another half million-ish quarterly until then, plus you've got all the other automakers releasing their NACS-ready cars in coming years. It feels like a very strange time to be scaling back expansion.
    1
  9984. @Bear's Workshop Totally fair. There's a significant chance the shape won't be ideal for a gooseneck. Have to wait and see, and they'll sell every last million they can build for years regardless, but it's a valid concern.
    1
  9985. You bet!
    1
  9986. Perhaps.
    1
  9987. I'm guessing you didn't watch the video. You should probably watch the video.
    1
  9988. You and me both!
    1
  9989. Executive compensation is often in the form of stock compensation (with a much smaller salary on top of it,) which doesn't impact cashflow.
    1
  9990. Hospitals have both. The batteries provide uninterrupted power while the generators fire up to fill the demand. A Megapack sufficient to replace the entire generator would be overkill. It just needs to replace the battery systems they currently use.
    1
  9991. How would they go to prison?
    1
  9992. A hilarious idea!
    1
  9993. 99% of humans will never experience that kind of cold even once. Don't pretend this cold snap is common.
    1
  9994. I'm not sure yet. I'm obviously close enough (under 300 miles), but it's too far out to get booked with the gang at Fully Charged, and I haven't heard if EVolution '23 is going to happen yet. I do hope to make it to one or both of the North America Fully Charged Live shows later this year.
    1
  9995. Thank you so much!
    1
  9996. :(
    1
  9997. A valid point.
    1
  9998. It also only compares one building at Giga Texas. They've already begun grading and land prep for additional buildings. There are individual weeks where Tesla adds more square footage to Giga Texas than the entirety of Nikola's first phase. The reality though is that they're building different products, which have different manufacturing needs. The Nikola site is pretty comparable in size to Kenworth's EV facility. No one will argue that Kenworth doesn't know what they're doing.
    1
  9999.  @becazapatero2477  The video is months old, and even as of today, it remains THE ENTIRE Nikola factory. They may break ground on additional phases, but Giga Texas has already done that as well. If you want me to include those as well, I can, but it ain't gonna make it any prettier. And even with all phases of Nikola complete, it would STILL fit on the roof of Giga Texas, because it's the largest building in the country by square footage. Be a fan of Nikola as you must, but don't kid yourself about their prospects. That's how scammers trick you into going broke.
    1
  10000. There are a lot of promising options for stationary, including sodium ion, LFP, and iron-flow batteries. This is all very promising.
    1
  10001. Doesn't hurt her personally, so I'm sure she doesn't care.
    1
  10002. Wipers frequently turn on when there is no rain, and often do not when there is rain. FSD beta even throws warnings that it can't see, but doesn't turn on the wipers. That may be better than other automatic options on the market, but it's concerningly far from functional.
    1
  10003. It isn't even remotely a failure though.
    1
  10004. Once every 200 videos is too much? No, it's bullshit. This is about respecting the people who make this community what it is. Not me, but the channels bigger than mine. Tesla gives exclusives to people OUTSIDE the Tesla community, and that's messed up. Rob was promised an interview two years ago. Where is it? Rob won't say it, so I will. He deserves respect.
    1
  10005. Rail is still the cheapest and most efficient way to move mass around the country. I don't see it going away, and I would pit our roads if we had to endure all that cargo moving alongside cars. But yes, to your point, autonomous shipping is going to be a massive disruption, and sooner than a lot of people think.
    1
  10006. Fun story, but the project in this story wasn't a Tesla Megapack. Most grid scale ESS are not made by Tesla.
    1
  10007. There can be a bottleneck from the street that makes bringing that much power into an existing structure cost prohibitive, but if it's for home charging, even Level 1 can be enough to keep you in motion. I charge on 110v at home, and yes, it's slow, but in my 4 months of ownership I've only ever needed to top off in my city once, and it was because I had back-to-back drives well outside my town on consecutive days. Adding 110v circuits to parking spots in a garage doesn't carry anywhere close to the same upfront cost.
    1
  10008. Absolutely!
    1
  10009. I'm quite pleased with the progress. I hope it didn't come across that way. I just get a lot of questions about why I don't post as much to X, and this is why. Just business.
    1
  10010. I'd give 20:1 odds they beat Q3 with the Q4 numbers.
    1
  10011. Not really relevant to this video though, is it?
    1
  10012. Wrong channel. There are countless channels where political vitriol is welcome, but we don't do that here.
    1
  10013. One of life's great mysteries.
    1
  10014. The pace of improvement is unbelievable.
    1
  10015. Fixed since then. I was under the weather and just needed to get it out. I'll do better in the future (as I've already started doing.) Thanks for the feedback.
    1
  10016. For the first 18 months of HW4 it was HW3 that got first updates. It will get there.
    1
  10017. The trick with video streaming compared to anything else Twitter does is the sheer bandwidth involved. Beyond the logistics, the hosting costs alone are what holds most competitors back from making any serious dent in YouTube's operation.
    1
  10018. I don't expect a vehicle like that.
    1
  10019. That's not how stocks work.
    1
  10020. Really any truck that goes under 300 miles a day could use them, which is a lot.
    1
  10021. Thanks 😅
    1
  10022. Crazy, right? It would be different if they hadn't already told this lie a dozen times over the past 11 years, but it's the exact same story.
    1
  10023. Who are you arguing with?
    1
  10024. They are Model Y lines.
    1
  10025. But he has some kind of mid-west accent, doesn't he?
    1
  10026. Thanks! I do these comparisons every week, and sometimes pick a different focus, like all factories after the first four months, or a deeper analysis of a single factory. It's pretty amazing to watch the progress. Glad you share my fascination with it!
    1
  10027. Right?!
    1
  10028. That's honestly what a bunch of the chuckledonkeys in the comments are already saying. That's why I linked the full report. I know they aren't all able to understand it, but even if they can't find someone who can, they can at least see the methodology is robust.
    1
  10029. I interviewed them last year and talked with them again this year. Doesn't appear to be on their horizon.
    1
  10030. Unfortunate.
    1
  10031. Very similar, yes.
    1
  10032.  @bettyswallocks6411  I'll allow it.
    1
  10033. That's not how towing works.
    1
  10034. I remember an auction, but it wasn't for this vehicle. This is not a production model.
    1
  10035. James is the best.
    1
  10036. Not aware of any changes.
    1
  10037. @James Thomas - It mostly is NOT coal, and even if it was, EVs are still cleaner juicing up on coal than burning dino sauce. I would have expected you to know better.
    1
  10038. The whole thing was a dog-friendly event. They even had shelter dogs there wearing scarves that said "adopt me!"
    1
  10039. I'm just so darn strong, I guess I never knew it!
    1
  10040. Would probably make more sense if they were actually making cars, or had something (anything?) to show.
    1
  10041. Welcome aboard!
    1
  10042. Sandy Munro suggests it's about average. I trust his assessment.
    1
  10043. I'm highly skeptical we'll see the ramp in production. It looks like an engineering nightmare and the sort of thing that would be prone to failure.
    1
  10044. Price was discussed in the previous interview, which was just a couple months ago. There's a link in the description.
    1
  10045. You're consistent, I'll give you that.
    1
  10046. Thank you so much 😀
    1
  10047. Glad you liked it! The news segments are my poorest performing pieces, but I feel like they're still an important puzzle piece. There are other channels that offer the same amount of news in vastly longer formats, and those certainly have their place, but I'm trying to provide the most information-dense content for the folks who may not have an hour or two to catch up. It's like my construction drone updates. Yes, you COULD watch two hours of content and play 'spot the difference' each week, but some people would rather watch 10-minutes to get the full picture. The downside being that I spend a lot more time to produce a lot less finished footage, but that's my choice and it's one of the things that sets me apart.
    1
  10048. Totally agree.
    1
  10049. I disagree with this conclusion. If you can insure a rock star's hair, you can insure anything. Especially with the volume expected, I would be surprised if there isn't a variety of carriers competing for the business.
    1
  10050. Oh dear! I hadn't heard about that. No, just dealing with waiting for my main PC to get back from the shop. Will be back to full steam soon, and beyond, on account of the backlog of material. :)
    1
  10051. I don't think the manufacturer will do it, though they might. A buyer is more likely to.
    1
  10052. It's how you get a short name that isn't already taken.
    1
  10053. :( Not saying you're wrong, just sharing a frowny face.
    1
  10054. Thank you Stig!
    1
  10055. Thanks, you too! Heading out shortly to a get together with some friends a couple hours away. Should be a nice time.
    1
  10056. I have not heard that.
    1
  10057. Thanks! 😊
    1
  10058. There is an option on the adjacent land, but it doesn't appear to have been exercised yet, and additional plans that may take place at different (and unknown) locations. There's just nothing to see from the sky going on there, sadly.
    1
  10059. It really is!
    1
  10060. And if you're stripping a phone wire with your teeth at the instant someone rings you up (back when landlines were a thing at least,) you'll get the jolt of a lifetime. My electrician brother had it happen once. He went back to using tools after that.
    1
  10061. Not really. There are hurdles, and they can vary by market, but they're all being addressed. Once it's clearly solved there will be no holding it back.
    1
  10062. These chargers were installed to power federally owned vehicles. Those are now stranded assets unless they want to pay an employee to take them to a public charger to pay 500% more to juice them up. The alternative is dumping the vehicles prior to their scheduled end of life and replacing them with new cars. Both paths are more expensive than leaving them in place.
    1
  10063. Having too many workers on a project can be inefficient as well.
    1
  10064. It makes clear they optimized for the most optimistic outcome. If nothing fails, you'll have a great experience. For some owners, that will the case. But if anything fails, and things do fail, you're gonna have an experience likely to sour you on the brand for life, if not just ruin you financially.
    1
  10065. Incentives and subsidies are not the same thing, but they both cost real dollars.
    1
  10066. A normal buyout to go private would be something like a 10-30% premium over the current trading price. There are a whole lot of shareholders who would still be deeply underwater if that happened at today's price, to say nothing of what the share price may be if/when that offer actually materializes.
    1
  10067. Plenty of Nio videos here. Don't get caught up in hype because you want something to true. Swaps are a logistical nightmare. You'd be better off towing a trailer full of batteries.
    1
  10068. Will be interesting to see how it develops.
    1
  10069. Glad you enjoyed it!
    1
  10070. The world has moved past that.
    1
  10071. Appreciate that Jim!
    1
  10072. Standard.
    1
  10073. You can just say you don't know how lidar works. There's nothing wrong with admitting that. Every drop of water is seen as a solid object. It would be like if you or I used our eyes to try to see through drops of crude oil. If it's being sprayed at a sufficient volume to make what's behind it disappear to eyes, the same will be true of water to lidar.
    1
  10074. Had to be part of the convention, which was a trade show only open to merchants pre-invited. The Visitor's Bureau was not able to help me in passing the barrier, on account of, you know, the fact that that would take some work. Have you ever been to Vegas? The entrenched don't go extra miles.
    1
  10075. I grew up in Edmonds. Will be visiting Lynnwood in the next week or so. You should message me if you want to say hello!
    1
  10076. Then you don't know what fraud looks like. You'd have to be the dumbest person alive to not realize how robust the paper trail would be in the wake of your crime.
    1
  10077. Year after year of new and updated products coming to market must drive you crazy.
    1
  10078. All true.
    1
  10079. This runs counter to the stated mission.
    1
  10080. You have to back up theories like that with something more than a hunch.
    1
  10081. They aren't forced. It's cheaper than paying the fines, and way cheaper than building clean cars. All of these are choices.
    1
  10082. In many categories. Not in all.
    1
  10083. Me or the company? This is my biggest video in months, so it seems that part is addressed. As for the Cybercab itself, well, fleets alone can carry this one.
    1
  10084. Okay, yeah, I would probably buy that.
    1
  10085. Was not driveable.
    1
  10086. More working chargers are still welcome, and needed.
    1
  10087. Mexico makes a lot of sense. This specific piece of land is less clear to me.
    1
  10088. Definitely want to be part of a partnership to mitigate expense and risk of excessive idle time.
    1
  10089. Union members are not prohibited from owning company stock. After the 2009 contract, it appears the UAW took a 17.5% ownership stake in GM.
    1
  10090. Thanks!
    1
  10091. If there's any kind of foundry or ovens, LNG is the go-to for industrial applications.
    1
  10092. We had a blast.
    1
  10093. Companies make cars with less tech. They don't sell as well as the fancier ones. It's frustrating for used car buyers who would rather have something simpler, but it's the people buying new cars who make the market.
    1
  10094. Boom!
    1
  10095. His motivation isn't exactly hidden. He needs people to believe in the product HE sells.
    1
  10096. Trailers are typically designed to be as light as possible. While you could make a trailer with an extra 1,200 pounds to it, that would limit the utility of the trailer overall while adding a massive amount to the price (maybe $20,000). For today, with the costs and tech we're seeing available, I don't think it makes sense beyond a handful of cases, and certainly not in enough of the market to justify building out a whole product line just for that. Just my two cents.
    1
  10097. Brutal.
    1
  10098. Today's stock price isn't just about cars. If it was just a car company, it would be running out of headroom. The growth from here is going to be more about energy storage, FSD, and all the other tech they're developing in house. Once the analysts start waking up to that, I suspect we'll see another run.
    1
  10099. Yeah, it's weird how many people Trump has said he wants to put in jail, and Harris suggested a few as well. A very strange election cycle.
    1
  10100. If we're going to spout off crazy stuff, sure, why not?
    1
  10101. Glad you enjoy it!
    1
  10102. The tops are likely to come out the other side of the transition with minimal pain. The rest may boil down to who gets bailouts. I really think most of them will survive, but I wouldn't bet money on any particular company... well, apart from Tesla. I have high confidence in their roadmap and execution.
    1
  10103. You bet!
    1
  10104. It may have looked like one, but it was really an unremediated sand mine overrun with mosquitoes. Quiet though.
    1
  10105. Everyone sucks. You suck, I suck, that guy reading this sucks. YEAH YOU! But I'm unable to pledge $100M for carbon capture to preserve humanity, so you know, whatever.
    1
  10106. My buddy has wanted one as their second car or years since he has 2 kids and the in-laws regularly visit from overseas. His wife simply refuses. She'd rather take 2 cars everywhere than be seen driving a minivan. It's crazy.
    1
  10107. There aren't many cars below $20k anymore.
    1
  10108. Well now you've told me, but you didn't tell me why... What did I miss?
    1
  10109. Oh yeah, that's true.
    1
  10110. Elon says no to transfer, but that a subscription model may be available within a month or two. This is great for those leasing, or owners of older models who plan to sell in a year or three.
    1
  10111.  @tonyhaley7946  It stays with the car and it's only increasing in value. Some buyers picked the option knowing it wouldn't be ready for a while because it's a part of the car that's unlikely to depreciate, and the version you get in the interim still performs significantly better than anything else available for sale today. The $2,500 Super Cruise option GM sells isn't actually $2,500, since you have to buy a fully loaded model before they'll even let you add it, so it comes out to more like $5-15k more depending on the model for a feature inferior to Tesla's autopilot, which is included free on all models. If you don't want FSD, don't buy it. Or buy it later. You are afforded that unique luxury with Tesla.
    1
  10112. They really did say that.
    1
  10113. You don't have to do anything, but I always appreciate the support!
    1
  10114. Agree entirely. Road tripping gives a lot of us the impression that chargers are already everywhere. They really aren't.
    1
  10115. I think that's going to be the plan.
    1
  10116. It wouldn't even occur to me to bring car parts into the kitchen.
    1
  10117. The video was up for 3 hours before I changed it from the straight, traditional title of "Fisker Ocean Review... It's pretty good!" to what you see now. During that time it got about 200 views. You didn't click on it before adding the wordplay to the title. Almost nobody did. There are billions of videos with boring titles you chose not to watch. Wordplay sells. If you want to see clickbait, brother hold on to your Terry Folds, because that's what all the other channels with 5-500x my views are doing.
    1
  10118. Shanghai just has the rectangle next to the vehicle loading area. Berlin's grass is only in stormwater detention basins. Same in Texas, just a few drainage areas and along the highway.
    1
  10119. I thought FSD hasn't released in the UK yet.
    1
  10120. You get the idea! There are tons of daily news & factory channels, but not everyone has the sort of passion I do to follow every channel every day. It's a LOT of hours over the course of a week. Glad you find the value in the higher level overview!
    1
  10121. I'm so sorry to hear that.
    1
  10122. It doesn't though. Federal gas tax is 18.3-cents/gallon, which would be 5,464 gallons of gas. That would only be true if the car gets 22mpg, which is awfully rare. A Model 3 is comparable to an Accord or BMW 3-series, both of which get about 50% more miles per gallon.
    1
  10123. They were thinking outside the box. Gotta respect that.
    1
  10124. Great idea.
    1
  10125. I'd be surprised if it costs that much.
    1
  10126. That would be inefficient. If you have enough panels to not run out of juice, you'd wind up with surplus the grid would surely appreciate having access to, even if there's a cost.
    1
  10127. They did it twice. The math works.
    1
  10128. Sounds like good advice.
    1
  10129. Fascinating!
    1
  10130. They also don't have much advanced manufacturing more generally.
    1
  10131. I make videos about other things. I'm not surprised you haven't watched them. They don't get nearly as many views. Does that mean the content is wrong, or the suggestion is?
    1
  10132. It was great to meet you there! Hopefully we can see each other again!
    1
  10133. Which ways? I haven't known any Kona owners to hear their impressions.
    1
  10134. Doesn't appear so. If the fossil fuel industry wanted to push it as a transitional alternative, they started 15 years too late. Nikola's BEV is still improving, but it's already better than a hydrogen truck is likely to reach at its best. Hydrogen is bound by the laws of physics, and building out the infrastructure to support it is prohibitively expensive. There's a reason so few Class 8 truck builders are working on it. BEVs are already the clear winner.
    1
  10135. Very strange statements. I study this stuff every day, nearly every waking hour, and have seen nothing to support these claims, and plenty to discredit them.
    1
  10136. You can't ban them. That's not going to happen. What we can do is understand what's coming and plan accordingly.
    1
  10137. Apologies for that.
    1
  10138. I've heard that story every election my entire life. It's always a fairy tale.
    1
  10139. You can express yourself without being rude, you know.
    1
  10140. This is what he campaigned on. I know there were people that hoped he was lying, but that's a very strange reason to vote for someone.
    1
  10141. Those aren't my conclusions. They were his statements at the time.
    1
  10142. China immediately, the rest of the markets I expect by middle of the year.
    1
  10143. Don't get it done at the dealership. They gouge on gas car stuff too.
    1
  10144. That's not how lab run tests work.
    1
  10145. Will do!
    1
  10146. Yes.
    1
  10147. You got it all wrong my friend. Pumpkin Spice generally ends at Thanksgiving, so that's when winter starts. Hope this helps.
    1
  10148. Was well worth the 12 hour drive.
    1
  10149. 🎉
    1
  10150. Naw.
    1
  10151. Pretty rare and seldom mandatory.
    1
  10152. Funny, innit?
    1
  10153. Smart decision.
    1
  10154. Will be interesting to see.
    1
  10155. The facts were verified. They have an earnings call coming up. If you're a shareholder, ask them to address these concerns. They won't take your question though, because the answers are damning, and they know they'll get in hot water legally if they lie.
    1
  10156. @fredbloggs5902 This is correct.
    1
  10157. The supply chain might be ready, but they'd lose parts commonality with model 3, and I'm not sure they're ready to redo that one so soon.
    1
  10158. This guy gets it.
    1
  10159. Us too!
    1
  10160. Not yet. Sooner or later I'm sure.
    1
  10161. Your math is off the mark by about 300%. Carriers are already buying electric semis from a variety of brands, and replacing diesels at a 1:1 ratio. They cost substantially less to operate, meaning there are already savings being realized even in these very early days.
    1
  10162. Falcon has a higher success rate with landings than any other rocket company has with launches. Also, nobody else lands orbital class rockets. You've been lied to. You can choose to grow from that.
    1
  10163. Change the whole car. Surely that's better still.
    1
  10164. A fair question.
    1
  10165. I disagree with people who think Tesla's cars cost more than they do.
    1
  10166. Nowhere close to lawsuit worthy.
    1
  10167. Thanks 👍
    1
  10168. Wow man, thank you!
    1
  10169. Early in the channel there was a video I made that was almost exactly 10 minutes, which is a thing YouTube really seems to favor. A couple people in the comments blasted me for it, but didn't check to see that it's not a thing I did. The duration is the duration. I won't cut important content to fit, and I won't waste your time filling it out either. Of course, the only reason they found the video may have been because it was that length. :/
    1
  10170. Interesting! I hadn't considered the effects of the heat. Austin isn't as hot as West Texas (what a lot of people imagine when we say Texas,) but it is a little hotter than coastal southern California. I don't think it will be an issue since Tesla doesn't generally leave cars sitting at the factory for more than a few days before they ship out. Well, when there aren't unusual chip and other parts shortages anyhow.
    1
  10171. Ha ha ha!
    1
  10172. Thanks, will do!
    1
  10173. My feelings. So hurt. Got anything else, maybe something more clever, perhaps about my mom?
    1
  10174. Wow, thanks! Mark has been a twice weekly regular for quite a while now, and I don't see that changing in the immediate future.
    1
  10175. Batteries just keep getting better, cheaper, and lighter. While I think manufacturers will continue to target 300 miles of range (482km) to keep costs and weight low, you're probably right that 500+ mile vehicles will be an option for those who need it.
    1
  10176. The cost to enter the Indian market would be substantial. Not just the billions for the factory, but building out the charging network across a country the size of Western Europe will require significant money, talent, and (like you said) bandwidth. Unless a factory can generate enough profit to build the next factory, I can't see it getting priority until other avenues are established. We know they're building the compact car because it's been announced, and we believe they're going to build it in at least two locations. Hopefully the numbers make sense to enter this very big, very emission intense market.
    1
  10177. Glad you like them!
    1
  10178. Why?
    1
  10179. That would require truth in advertising. Truth is not her strong suit.
    1
  10180. Unfortunate. Higher quality materials don't cost that much more. Payphone receivers were made of plastic, but they were damn near unbreakable, and everybody saw someone throw a rage fit at one and try.
    1
  10181. This is the opposite of clickbait, ya nut. Be the opposite of whatever you are.
    1
  10182. Front to back, not across to the other side. You want them to continue rolling in the same direction.
    1
  10183. Aston agreed to buy some of it, but Lucid will still need to produce it. It's unclear if this partnership will be profitable.
    1
  10184. Interesting info, thanks!
    1
  10185. Math.
    1
  10186. Well I appreciate you leaving a comment. That's what makes YouTube show it to more people.
    1
  10187. 3 at launch and 3 more for the 2nd wave seems to have been too aggressive.
    1
  10188. In...deed?
    1
  10189. Other companies are subsidized by their home countries.
    1
  10190. Maybe so.
    1
  10191. Vinfast doesn't use steer by wire. They have power steering, but it doesn't sound like that was necessarily the point of failure either. It may have just been broken linkage.
    1
  10192. It's a death spiral that started with outrageously high advertising rates. The internet crushed that, so they had to scale back on quality, which led to declines, and the cycle continues.
    1
  10193. "Spare space" isn't the same as optimized space. If that's all it took, they could just buy a warehouse and start bringing in equipment. That approach can get cars out the door (it's what Magna does in the assembly of Fisker's production vehicles,) but it does so at the expense of efficiency, which is key at any serious volume.
    1
  10194. I trust them both equally.
    1
  10195. They only know the experience of dealing with a traditional dealership where it takes all day and leaves you feeling like you're coming home from battle.
    1
  10196. That's disappointing.
    1
  10197. Me too!
    1
  10198. I didn't blame you.
    1
  10199. Naw, it's just what sells.
    1
  10200. I don't believe so. If you include hybrids, their volume is higher than Tesla.
    1
  10201. Rivian's numbers are headed in the right direction, and their survival prospects are a lot stronger. Plus, you know, they actually move units.
    1
  10202. Everybody needs good news on a Monday. Figured I'd hurry up and brighten some days.
    1
  10203. Just went out and tested this, and your friend might be leaving off a detail or two. I'm not sure why your friend would turn off the headlights for a carwash, but even if they did, any time you take it from park or neutral to drive, they go back to automatic. Unless your friend was in Drive AND turned them off manually, they would have been on. Again, no idea why someone would turn them off to wash it. Car Wash Mode doesn't turn them off.
    1
  10204. Because Jan in German means January in English, and that's right around the corner!
    1
  10205. I have literally no idea what you're talking about.
    1
  10206. Welcome aboard! Yes, it's pretty frustrating, but it's not out of spite, and do get told that a fair amount. The algorithm does its thing and the rest of us just do our best. I watch a lot of film and media analysis videos and I was JUST recommended a guy today who makes these long, amazingly insightful videos, and he has like 2,000 subscribers. Absolute nonsense. He's better than ANY of the giant clickbait channels. Here's the one I watched about The Far Side comics. https://www.youtube.com/watch?v=jQjGW5Mxk58
    1
  10207. No problem 👍
    1
  10208. The channel was hacked on Monday. The restoration process pushed the thousands of videos published back out as brand new. Apologies for the chaos, it wasn't intentional.
    1
  10209. Because I'm not a trader and humans are bad at trading. We'll never be quicker than the algos, nor as smart as the army of engineers who write the code supporting it. I've met those people. They are intimidatingly sharp.
    1
  10210. Quicker than a Mustang, but that's the only thing they have in common.
    1
  10211. Thank you too!
    1
  10212. Thank you kind sir!
    1
  10213. You're unlikely to achieve your desired goals if you don't take the time to know if you're attacking the right people.
    1
  10214.  @christopherdounis6729  Engagement increases visibility. The algorithm eats that stuff up. Doesn't bother me.
    1
  10215. Entirely possible.
    1
  10216. I guess they weren't ready for it then.
    1
  10217. Cashflow isn't the issue. Factories are not expensive compared to the cash on hand.
    1
  10218. Well said.
    1
  10219. Or sharpen it.
    1
  10220. Neat!
    1
  10221. What does that mean.
    1
  10222. Well said.
    1
  10223. My thought on those last few walls is that it has more to do with ventilation. Like you said, they still have a lot of trucks to bring in, and since it's all diesel big rigs, they can't use loading docks and fork lifts quite as efficiently as if they just drive in to wherever they need to be. That's what we're seeing in the battery cell production area.
    1
  10224. It's unfortunate.
    1
  10225. It isn't. It's what news audience want to click. That's why you don't see equal SpaceX hate. Keep the political stuff aside, it's nothing more than a distraction.
    1
  10226. The door is definitely open.
    1
  10227. Not sure damage counts as maintenance.
    1
  10228. These are not MY complaints. These are common complaints, and they're understandable.
    1
  10229. Part 2 of this comes out in less than an hour, or already has depending when you see this. ;)
    1
  10230. Nice work! If you have so much business you can't do it all, you're not charging enough. When I was freelancing as a web designer, a buddy of mine in the same business had a year of clients waiting for him to get to them. I offered to let him farm it out to me for 50%, and he said no, he'd rather wait until he has enough time to get to them... crazy.
    1
  10231. Happy to help!
    1
  10232. I think you're right. Thank you for that.
    1
  10233. 60k swaps a day divided by 2k stations means about a swap an hour. You'd have to be lying or breathtakingly bad at math to see that and think it's a good thing.
    1
  10234. How so?
    1
  10235. Lathrop is done, and there was never any visible construction to track. Nevada and Nueva Leon have yet to break ground. A leased building in Fremont similarly shows nothing from the air, and the Fremont plant itself is unchanged for the month. I'll take a look at the lithium refinery, thanks!
    1
  10236. Our pleasure!
    1
  10237. He dresses better than most, and man is he loud.
    1
  10238. Thank you! Cheers!
    1
  10239. He decided he was a Republican after he found out the article was going to run. I don't think Business Insider is "the left". They're just terrible.
    1
  10240. Most of that is tied up in the stock, and if he tries selling it, it gets reported to the SEC.
    1
  10241. You're welcome!
    1
  10242. My pleasure!
    1
  10243. Thank you for your concern, but I always wear a seatbelt. Gray on gray makes it hard to see, but I don't think we'd have been able to drive without warning chimes unless I was wearing a seatbelt.
    1
  10244. Increased production and deliveries doesn't suggest "diving" to me.
    1
  10245. Which people don't have jobs?
    1
  10246. 🙌
    1
  10247. Looks like no. The 8,000 ton press won't be installed and operational by then, and we don't yet know where in the factory the shell will be folded, or if any of the equipment to handle that has been installed.
    1
  10248. Not really providing much context there, are ya?
    1
  10249. Glad it was helpful!
    1
  10250. I'm still on the road. Yes, it was shot before the announcement.
    1
  10251. It doesn't look like I'll be at the CA Takeover. It's too far for me to go without being there in an official capacity. I'm still open to it, but I've been told there's just no room for me to participate and I'm not going to step on their toes by crashing the party. Not gonna lie, it definitely stings a bit.
    1
  10252. I'm guessing you didn't actually watch the video. That's okay.
    1
  10253. First things first, congratulations on waking from the coma. You have a long road to recovery, but you're on the right path. Secondly, yes he has. Many times.
    1
  10254. If you want to play, play nice. If you can't, you're not welcome at the grown up table.
    1
  10255. But they do. You're describing something that's already reality as impossible.
    1
  10256. Transit access is a big consideration for city dwellers, for sure!
    1
  10257. Definitely not the bottleneck. They've always got plenty around in Fremont, Berlin, and Texas. I assume they're stockpiled inside in Shanghai since there isn't much to see outside.
    1
  10258. Sandy is not partnering, but paid by them. Gali is on the board of directors. I trust and respect them both immensely, but they are not neutral outsiders. I'm holding my shares for now.
    1
  10259.  @benhinchliffe7696  That's when I bought my shares. They've gone up massively since then. I wouldn't add more shares at these prices unless I could better see the path forward. In other words, I agreed it was undervalued back then. I think it's fairly valued today. These were the gains I was counting on.
    1
  10260.  @benhinchliffe7696  I appreciate your perspective, and thank you for sharing at such length. My investment philosophy is that I'm not a gambler, and I don't pretend to know better than the billionaire fund managers. I've outperformed them, but not because I'm a genius, but because I only follow a very small number of companies, and I follow them VERY closely. I got gainz on an under-valued stock. To pretend I know better than everyone that it's going to continue rising is beyond my scope of confidence. If you're certain it's going to 5-10x in a matter of years, you'd be wise to leverage every last dollar you can to invest. Mortgage your house if you must, but a loan on your paid off used car, whatever you must. It's free money, after all. I have confidence in their ability to execute, but that doesn't always translate to share price and market value. They could do everything right for the next ten years and not see the stock double. The market isn't rational.
    1
  10261. I appreciate it, thanks Bryan!
    1
  10262. I'll go ahead and mark you down as "present."
    1
  10263. I suspect you're closer to right.
    1
  10264. They invested in them a few years back.
    1
  10265. Would you call an airplane exoskeleton? I mean, it has a frame within it, but the structural integrity relies on the skin in ways that are not true of most cars.
    1
  10266. Got it. I've since lowered it. Thanks for your feedback.
    1
  10267. It only matters where the vehicles and batteries are built, and over time, where the materials for the batteries are sourced. Doesn't matter who owns the factory.
    1
  10268. It's not a ne battery every time though. It's always a 2nd hand battery. A used battery. A rental.
    1
  10269. I saw a clip of him saying the noise from wind turbines causes cancer. Thought that was a pretty odd one.
    1
  10270.  @TomUlcak  But yet you understood perfectly well. That's great! You're all up to date!
    1
  10271. You bet!
    1
  10272. Glad you enjoyed it!
    1
  10273. When you have as much market demand as Tesla, why wouldn't you sell the highest margin version for as long as possible? Plenty of buyers interested in the $40k model will happily buy a higher trim if it means shaving a year or three off the delivery date. What I'm worried about is what's going to happen to Ford. They're only now in the planning phases of expanding their capacity to hopefully reach 80,000 units in 2024, assuming everything goes to plan. You make a truck that good in such small numbers (8-9% of their total truck sales) and it's going to cause a lot of angry customers, many of whom just can't wait until 2030 to replace their truck.
    1
  10274. Maybe one day! I go to a ton of events, large and small.
    1
  10275. The entire story is only 5 minutes long. Not sure what to tell you.
    1
  10276. Next time!
    1
  10277. Imagine getting a grant to offer gardening workshops. Would be a different world.
    1
  10278. Dave is a tremendous asset to the community, and his ability to share his understanding is invaluable.
    1
  10279. You've plunged way off the deep end. Not one piece of that is supported by anything. We gotta stick with facts, my friend.
    1
  10280. Hard to get costs down without scale.
    1
  10281. I linked the contract. You should look at it.
    1
  10282. Thank you so much!
    1
  10283. It does have cruise control, yes. And the speed is displayed in front of the driver. It's closer to the drivers natural line of sight than if it was buried in the dash.
    1
  10284. Or they could resume production of 4680 Model Y and have those 2170s free for semi or Fremont models (some of which don't get the incentive now.)
    1
  10285. That's hilarious, but there could still be 3 or 4 silly dingii who think that
    1
  10286. It's in front of the driver's side door. Wouldn't they just pull in instead of backing in?
    1
  10287. You don't appear to have an understanding of how, well, any of this works.
    1
  10288. Of course! Even got a (very small) theater scholarship from the local community theater.
    1
  10289. For sure!
    1
  10290. You're counting on a bunch of new things happening all at once, and all in the next six months. If any one of those falls apart or faces delays, it's over. A hundred things will have to go right for them to survive, and only one needs to go wrong for them to fail. That's beyond precarious. They need a miracle.
    1
  10291. Breakers are meant to trip. If charging will cause a fire, you're already in extreme danger.
    1
  10292. Next time!
    1
  10293. @Time Boatfield I'm always fascinated by the nuts & bolts interviews with other YouTubers where they explain their process and how they were able to get from obscurity to professional, and one recurring theme is having mentors from bigger channels who appreciate and support what they do. I haven't had any success in establishing these sorts of relationships. There's a bit of tribalism where it seems like a lot of them feel like it's a zero sum game, and that any view I get amounts to one less they get. That's another reason I want to shift away from weekly news updates. It's not just to differentiate the channel to viewers, but also "competitors" who may see it as an infringement onto their turf. Hopefully as the channel continues to grow, there will be more opportunities to cooperate and collaborate.
    1
  10294. I get that you guys want to go with horseless carriages, but hear me out. What if we made a buggy with a gas motor AND a horse!
    1
  10295. It worked for them before and since.
    1
  10296. Lexus represents a tiny sliver of Toyota's sales.
    1
  10297. What a terrible fate to wish on someone.🤢🤮
    1
  10298. 2 out of10, we're getting there! Though if we don't hit it I'll still put something up on Patreon for folks like you. Thanks again for your support!
    1
  10299. YouTube isn't as clever as a lot of us used to think.
    1
  10300. Ah sorry, no, this is comparing the CyberTruck to other electric pickups those companies are hoping to build. You get it. This is going to be in a whole category all by itself.
    1
  10301. The volume will be the same as any other truck, but we're still waiting to find out the total cargo weight capacity. Road limit for an 18-wheeler in the US is 80,000 pounds (36,287 kg,) but EV semis are allowed a combined total weight of 82,000 pounds (37,194 kg.) We should know the weight within a month or two, so 82,000 pounds minus that.
    1
  10302. Howdy.
    1
  10303. Some of us talk about those things. We just don't go viral when we do.
    1
  10304. Sure. Why not?
    1
  10305. They do though. They've achieved greater efficiency in real world use than expected at the unveiling. That's a significant win.
    1
  10306. Video on this coming tomorrow. Worth noticing that no serious analysts are reaching this conclusion.
    1
  10307. More to come!
    1
  10308. We do 3 titles and thumbnails in 3 completely different flavors. No one watches a video with a straight title anymore. I use that, I go out of business.
    1
  10309. Welcome aboard!
    1
  10310. A buddy helped me install mine here at the house. The materials alone were $170 with us doing the labor. To have it installed would have been significantly higher, but I had a 60-foot run.
    1
  10311. It's going to be tricky.
    1
  10312. Elon is still tribal.
    1
  10313. Any time!
    1
  10314. It would have been nice to start with the actual pricing, but early access comes with a price, as it always has. If people are willing to pay the premium, investors are happy with it. It's just smart business.
    1
  10315. You okay there, little buddy?
    1
  10316. Short term investor pain would be likely, but the company already runs without him. Lots of people dumped their Apple stock after Steve Jobs passed, but it's only grown since then.
    1
  10317. VW has some good numbers globally.
    1
  10318. Thanks! Some days are easier than others. When I'm able to get access, it's a lot more fun
    1
  10319. Thanks! I figure simplicity should be my thing. Most of the other channels have walls filled with trophies and toys, but I'm happy letting my content tell folks who I am.
    1
  10320. @celeron55 this is my understanding as well. Getting a warehouse carbon neutral is a lot easier than a factory.
    1
  10321. Truth!
    1
  10322. The cars built in China cost substantially more when they're sold in Europe. Might need to look into that too.
    1
  10323. You rock!
    1
  10324. Aww! Not too shabby. Only a touch of shab around the fringes.
    1
  10325. Thanks!
    1
  10326. They try to make it idiot proof, but they just keep coming out with more powerful idiots.
    1
  10327. I haven't seen the 2k figure. Mountains and molehills my friend.
    1
  10328. Thank you! What a painfully long road it's been.
    1
  10329. No right on red remains missing. Yielding to emergency vehicles remains missing. There are a number of gaps of unknown difficulty. As for the $8k, that's what it costs today. I'm using a real number.
    1
  10330. I have. We did a taste test between different burgers, and the only only they liked better was the fresh ground beef from the butcher. If it was at price parity with beef, it would cause a shift in the industry. If it becomes cheaper, the shift will be swift.
    1
  10331. The most recent statement on this is that the roof will have panels, and there may also be additional panels at ground level.
    1
  10332. They do this routinely. If they're looking for bots, they're getting a lot of false positives. Quite a few people in the comments have said they were unsubscribed without their knowledge.
    1
  10333. Pert near two ponies! His was a custom blue as I recall, and he had a split bumper to the grill looked more aggressive. It was the wagon though.
    1
  10334. The test was so precisely engineered to ensure failure that we don't really know what's going on. My car won't drive through a wall of water, so I'm not sure what he did. I have some theories, but the data he provided makes a conclusive result impossible.
    1
  10335. Indeed!
    1
  10336. BYD is nipping at their heels. Compact can tackle that.
    1
  10337. There isn't one, as far as I know. You have to buy it and resell it to the person who wants it.
    1
  10338. They don't do enough of that to even consider it as a factor.
    1
  10339. Pacifica is already over that, so it may be a while.
    1
  10340. Glad it was helpful!
    1
  10341. Because the only thing my mom gave me apart from grief was asthma.
    1
  10342. It's crazy when you look at the $700-1,800 cost per car just for advertising and realize they could have built it smarter and simply slashed the price by $5,000-10,000.
    1
  10343. Jails are not well known for their quality of healthcare, and I haven't heard great things about the food either.
    1
  10344.  @jb8240  It's a prohibitively high figure for most buyers. Last year's new car average was $43k, up drastically from $35k the year or two prior. $70k is a big chunk of cash.
    1
  10345. My eyes have always been blue, as far as I'm aware.
    1
  10346.  @MarkXHolland  I do love me some baseball and salad dressing, so I can't rule it out.
    1
  10347. Giga Shanghai's first phase was very small compared to Texas and Berlin. It had to be finished. Texas fills a prairie.
    1
  10348. You've missed the biggest, most important reality. The vast majority of car buyers will charge home or work.
    1
  10349. That's an excellent point.
    1
  10350. It does it's trick well, and doesn't pretend to be more than it is. I was pleased with it, but the price would be my big question.
    1
  10351. Ford isn't planning to make very many, so you might want to reconsider that bet before you put any money on it.
    1
  10352. Same as it ever was. ;)
    1
  10353. Glad to help!
    1
  10354. Interesting. That would be tricky to scale well, but it could be different for the prototypes.
    1
  10355. I don't do cult stuff. Doesn't matter which cult, it just isn't for me.
    1
  10356. Much appreciated and welcome!
    1
  10357. Some would even cash it a trolley solution.
    1
  10358. The market didn't react.
    1
  10359. Will be interesting to see how it shakes out.
    1
  10360. Ford is a global brand. They need EVs if they plan to survive beyond the US.
    1
  10361. Well said!
    1
  10362. Took me a second.
    1
  10363. Great news!
    1
  10364. They certainly don't look like solar tiles.
    1
  10365. I'm with you on that. I was just sure the Dodge Magnum would bring back the wagons, but I guess we're just not ready for it.
    1
  10366. If they can ramp both 4680 plants, will they be constrained?
    1
  10367. Miss you, Millin! That's quite a flight to cover, sadly. When the stock tanks, our channels tank along with it due to the enthusiasm gap. :(
    1
  10368. Surely.
    1
  10369. I wouldn't say near, but it's definitely on the horizon. The combative approach to negotiations just means US manufacturing will end more quickly.
    1
  10370. Great suggestion!
    1
  10371. The channel was hacked on Monday. The restoration process pushed the thousands of videos published back out as brand new. Apologies for the chaos, it wasn't intentional.
    1
  10372. That's not relevant to this discussion.
    1
  10373. I like the idea, but visually it's a challenge to convey. I'll think on it, thank you for the suggestion.
    1
  10374. We've all suspected the slant was like this, but without any objective measurement, it's just feelings. Of COURSE people like us will think it's biased, but that doesn't always make it so.
    1
  10375. It happens to all make of car. I wouldn't read too much into it.
    1
  10376. This ain't winning, champ.
    1
  10377. You joke, but their are floppy-headed knuckle draggers who say things almost that stupid without a hint of irony.
    1
  10378. In the case of this crash, it isn't a fridge but a 4,500 pound concrete block. That's a lot of kinetic energy, and I don't think much is going to stop it. A fridge on the other hand, which is a lot more common in terms of hauling, would absolutely be stopped by the Cybertruck's design. It has the 3mm stainless in the bed, additional steel and reinforcement at the rear of the cabin, and the entire rolled up tonneau cover it would need to compromise. That's an awful lot of high strength material. The rear window is very small. Almost decorative. That's not a serious amount of consideration. And as others have said, the glass roof will provide substantially more crush protection in a lateral plane than the 20-guage material common on truck roofs.
    1
  10379. Was it a politician or an administrator? I ask because politicians are known to lie outright, and this story somehow didn't make the news I see, and I follow the news to an extreme every single day.
    1
  10380. Sadly the only plan for nuclear waste at the moment is to kick that can down the road and let future generations deal with it. :(
    1
  10381. Are you an investor? What did you buy at?
    1
  10382. I'm not yer pal, guy. ;)
    1
  10383. BYO, I suspect.
    1
  10384. How so?
    1
  10385. I don't see the overlap being that significant, but considering the exceptionally low cost of an escooter, it wouldn't surprise me. If I had a vacation property and wanted something simple for tooling around town, a few hundred bucks makes a lot more sense than tens of thousands.
    1
  10386. More awesome is that I've met him a bunch of times, and that he seems to appreciate what I do and how I'm doing it. We got REALLY crunched for time and I offered to do a Zoom call next week, but we grabbed a conference room and shot it at the last minute while his cab was on the way to pick him up. He really is a gem, and not just because he's so clever, but because he's easily twice as kind as he seems on his channel.
    1
  10387. I suspect he meant more cycles.
    1
  10388. Exactly.
    1
  10389. Will be covered in today's video.
    1
  10390. Will be covered in today's video.
    1
  10391. You're welcome 😊
    1
  10392. Um... no. Definitely no service loaner.
    1
  10393. Good gravy! Thank you so much for your generosity!
    1
  10394. Quality equation.
    1
  10395. Jan is a handsome man. 🥰
    1
  10396. I asked Cory Steuben and Sandy Munro this questions separately and they both suggested it's less about being lighter than it is about being simpler and quicker.
    1
  10397. And nobody to fact-check it. That's journalism 101.
    1
  10398. Looking forward to seeing it roll out wider. v11 has done quite well even in areas outside of San Francisco, but without hard-coded rules, the cautious approach to wider availability seems reasonable.
    1
  10399. Helpful, thank you! I'll try to include some "metric" units on the next one.
    1
  10400. I do though. A bit in the comments, but mostly from other channels. It's easy to take the opposite position of an outlier, but at some point they'll have to realize I actually know what I'm talking about.
    1
  10401. Very cool. Couldn't believe the opportunity is just there and nobody had bothered to check it out before.
    1
  10402. How many were actually able to get it at that price though?
    1
  10403. They aren't and they won't. Time to let this one go
    1
  10404. These are good early use cases.
    1
  10405. Oh wow. A very good question!
    1
  10406. While I'm sure they could do that, I suspect the margin isn't something Tesla would consider worthwhile.
    1
  10407. Surely not seven.
    1
  10408. No problem 👍
    1
  10409. It isn't a mortgage, so I'm not sure how you could write off the interest.
    1
  10410. What is?
    1
  10411. Thank you! Cheers!
    1
  10412. New car sales are definitely down since Brexit, but they've been flat since then.
    1
  10413. I tried looking and ran into the same problem you likely encountered. Actual data is pretty tough to find.
    1
  10414. If things are as dire as they appear, it makes me sad for the talented engineers and fabricators. It's not their fault if the leadership has failed to lead.
    1
  10415. I'd wait until we see it actually hit the roads, or at least get a model headed toward production. There's appears to be the same promise we've been seeing for 20 years, though they are likely more serious than those who came before them.
    1
  10416. I'm never going to mock someone who has had to work a tough job. It teaches lessons that can't be learned any other way.
    1
  10417. Thanks 👍
    1
  10418. That's not how the metaphor works.
    1
  10419. That would be a hilarious workaround.
    1
  10420. This isn't about Tesla. If you have more than $100 invested, read the financials.
    1
  10421. Okay, well that's a straight up Mad Max accessory right there.
    1
  10422. If you know Stellantis is going to be profitable, you should ask for stock. Think about your kids and grandkids.
    1
  10423. Tried it. Tasted like oil.
    1
  10424. There were hundreds of cell phone videos shot from inside, though they mostly wound up on Tik Tok and Instagram. Cameras weren't prohibited at all, and there was nowhere near enough bandwidth in a crowd that dense for livestreaming. Emmett Peppers got in, and he has a big YouTube channel, but first and foremost, he's an investor. I've never, ever seen an event where invitations are canceled at the door.
    1
  10425. 2026 is not possible. They still haven't completed the Gravity factory, let alone broke ground on the factory that would build the mass market car. Considering the cash burn to get their first two models out, the funds needed to ramp a car that will be sold in serious volume will be eye-watering. Expect substantial share dilution if they reach that point.
    1
  10426. Great perspective, thanks!
    1
  10427. More to come! Just have to figure out how they fit into what I do.
    1
  10428. @bigdougscommentary5719 There are more constructive ways to ask that question.
    1
  10429. Not yet. It's something we hope to see in the future as batteries become sufficiently robust to outlive the vehicle while still doing other things.
    1
  10430. Love that!
    1
  10431. Bigelow... now there's a name I haven't heard in long time. :/
    1
  10432. Ideal for everything but the car wash and drag racing.
    1
  10433. JUNE?!? But I have PLANS, Gary. What ever am I to do!?!
    1
  10434. That is exasperating. I just started watching your Spookyfest video and the editing is absolutely top notch. You know how good it looks, I know how good it looks, and apparently 9 other people know how good it looks. :(
    1
  10435. This doesn't read like a good faith comment. If you want answers (and you're not looking for the answers yourself,) maybe try adjusting your approach.
    1
  10436. I definitely did not.
    1
  10437. I asked for suggestions, and I figured you'd get a kick out of that.
    1
  10438. I get that it's fun to make up stories, but I don't know if you're trying to be funny or political or what it is. What's the motivation here?
    1
  10439. Because we don't have the robots, and we'd still need something for them to plug your car into.
    1
  10440. That's the most recent one I've seen. Four months in Tesla time can produce a lot of changes.
    1
  10441. How so?
    1
  10442. They will be missed.
    1
  10443. The same money you'd use to buy any other car. According to Kelly Blue Book, the average new car price in January was over $43k. There are a number of EVs that cost less than that.
    1
  10444. Absolutely! The UAW knew perfectly well what was going to happen if wages went up that much. This is their pyrrhic victory.
    1
  10445. @Makr Herholz Echt geil!
    1
  10446. There are new EVs that cost less than comparable gas cars already. If you're talking about the higher price of 2nd hand EVs, that may be because the model you're looking at holds its value in ways gas cars typically don't. The days of it being a rich mans toy have passed. Affordable EVs are already here even before counting the outrageous cost of gas. My van was $35,000 new and ran 96,000 miles, which is about 4,800 gallons of gas. That's about $19,000 in gas, vs $2,400 an EV would cost. Add in 20 oil changes at $50 each for another $1,000. The van cost $55,000 to operate. My Model Y cost $52k, meaning this much newer, much nicer vehicle costs less than the 2016 Nissan Quest without even factoring in inflation.
    1
  10447. The 2nd day was a bust. The temperature was too high and attendance was abysmal. It opened up at 10am and all the vendors started packing up around 1:30 because there just wasn't anyone there. We have one more event scheduled for next weekend at Squirrelfest in Longview, so hopefully we'll get our heads above water on that one.
    1
  10448. It's gotta be the most wrapped vehicle ever made.
    1
  10449. People will use Cybercabs as soon as they're available.
    1
  10450. ¿por qué? ;)
    1
  10451. I know things you don't. That hasn't changed.
    1
  10452. They're laying low and going the low-volume coach builder approach. We'll see if that's enough to shield them from the investors they defrauded.
    1
  10453. Do you understand that there are actual human beings on the other end of these internet tubes, or do you think I'm part of your simulation? I don't know what you get from being a jerk to strangers, but maybe rethink your entire life.
    1
  10454. My warnings have been ignored by a lot of people. I've yet to call one wrong, but maybe this will be the first.
    1
  10455. Be nice, Tom.
    1
  10456. You're jumping ahead. That's in tomorrow's video (recorded at the same time as this one.) ;)
    1
  10457. Oh nose! What would I ever do if I couldn't get a ticket to an event!
    1
  10458. I've used CCS only twice, and because it was free. Didn't have any issues apart from how slow they were, but they weren't meant to be fastchargers. They were meant to be free chargers. Shell Recharge for one (no app needed,) and ChargePoint for the other, which did have a bunch of steps.
    1
  10459. No.
    1
  10460. Lidar is no silver bullet.
    1
  10461. Thank you!
    1
  10462. We have contemporary evidence globally that debunks this notion.
    1
  10463. It's 7 euros per hour.
    1
  10464. Totally fair.
    1
  10465. What's wrong with them?
    1
  10466. How can that be when the girlfriend he has is already 60% replacement parts?
    1
  10467. So crazy. Can't understand how repealing that wasn't part of the bid to get the factory in Texas.
    1
  10468. Appreciate the kind words!
    1
  10469. Thanks!
    1
  10470. Just early adopter things.
    1
  10471. Tesla is planning to open up the SuperCharger network to non-Teslas later this year, but the advantage will likely remain because Ford owners will be paying more for their juice, and will be very unlikely to charge as quickly.
    1
  10472. You got it!
    1
  10473. It may outsell the Y in the US, but globally I think they Y will still be a bigger seller. There are four factories making the Y and only plans to make the CT in Texas. Big pickups don't have the same giant market outside of North America.
    1
  10474. A very odd comment.
    1
  10475. Maybe for re-juicing rentals?
    1
  10476. No worries!
    1
  10477. It appears you're making stuff up to fit a narrative. Why forfeit your credibility in a group that knows better and fact checks?
    1
  10478. It wasn't easy. Sent a request every few months for almost a year before this event. He wasn't even confirmed to appear, but I knew they were a client of Munro & Associates, so I crossed my fingers and planned for the best. It worked out.
    1
  10479. Which country are you in?
    1
  10480. I think they recognize that as gaming the system. The comedy channel in question managed to briefly get back over 4,000hrs/yr of watch time before they removed hundreds of hours from the total. It may be a lost cause already.
    1
  10481. There's a first time for everything. ;)
    1
  10482. He's not so much a spokesman as the one engineer that was available to host the booth.
    1
  10483. Woof. Now you are loaded to the gills with bad takes today. Everything you just said could be examined, but instead you just blast out a curly steamer and think you won. Embarrassing.
    1
  10484. Well THAT's gonna be in the follow up video.
    1
  10485. No they aren't. You need buttons that aren't on the screen. Tesl has those.
    1
  10486. They're very comfortable though.
    1
  10487. Kettleman Supercharger. Has a gift shop and espresso bar.
    1
  10488. If it's not clear from the video (the math should explain it, I'm sorry that it didn't,) you can look back at previous installations in the series for way, way, way more information than you probably want to know. Short answer, the progress is divided into categories, and interior completion is only 20% of it. Even though it's the hardest part, it isn't the slowest part, based on progress in other Tesla factories. Would love to hear your feedback on those videos as well.
    1
  10489.  @rlevitta  It's a lot more complicated than that. :(
    1
  10490. No problem 👍
    1
  10491. He's at 13% now, so in theory it would get him to 23%, except he'd need to sell about half of the new shares to pay the taxes and $6b to buy them, so 17-18%.
    1
  10492. Even the early drone flights over Shanghai show how quickly you can address air quality.
    1
  10493. This is correct.
    1
  10494. But it has happened. That's why Cybertruck was able to be made with 48v.
    1
  10495. DOGE is not delivering on its promise, and it's ignoring the waste, fraud, and abuse taking place under the current administration.
    1
  10496. That's a wacky one. I wondered why I hadn't heard about it, but it appears to have died in committee. Even if it passed, it doesn't appear possible it could survive a Constitutional challenge. Even if it did, the Big-3 need more than sales in the US to survive, and the rest of the world isn't backing off clean air mandates.
    1
  10497. From what I've read, all his past sales were done on the open market. I'm not sure if Farzad has some unique insight unavailable to the rest of us, but I'd be curious to know where he's heard this.
    1
  10498. For an F250 though?
    1
  10499. If you have to travel, EV has the lowest fire risk of anything on the ground. I don't want to see people lose their lives or property. Not even dumb people.
    1
  10500. I agree that the convenience isn't there off the beaten path. Even doubling wouldn't cover everywhere. I understand the focus on high density, but it can be frustrating.
    1
  10501. I don't think it will be ready for deployment quite that soon, but it can over time.
    1
  10502. You don't have to look at my silly face, my friend. The alternative is to make it 2-3x longer, which I've tried in the past, and the consensus was that folks wanted a shorter version they could just pause at their discretion.
    1
  10503. People generally tune out when a video is too long, and his information is just too valuable to miss. Being on the road through the 12th also means I won't be able to update as frequently, so this prevents YouTube from punishing me for that. I often put longer and early versions on Patreon as a thanks to those kind folks who make the channel possible. Without them, I'd likely have to drop to 1 or 2 videos a week at most, which creates a death spiral. I don't have the kind of financial security you see from the other Tesla channels. I'm very lucky to have made it this far.
    1
  10504. Right? I don't need a fancy haircut. Awkward conversation, the whole tipping situation, naw I'll pass on that.
    1
  10505. The Delaware judge and all judges in Texas are attorneys. Texas requires 4yrs practicing law to qualify.
    1
  10506. Very unlikely they'll know about this, and they'd still cover it. Idiots racing on city streets still get covered. They just might get dropped after that.
    1
  10507. UNFAIR? WEEKDAY MORE COULD I HAVE DONE? I was a good half mile beyond fair with him.
    1
  10508. I always suspected, but never dared ask.
    1
  10509. Extremely unlikely, and probably wouldn't be able to move the stock that much.
    1
  10510. Thanks for watching and taking it in the spirit intended.
    1
  10511. Awesome, thank you!
    1
  10512. We don't know how much it impacts it, out of it does at all. Maybe you get a handful that don't count? We just don't know. Maybe this will shed some light.
    1
  10513. I was raised with hills as well. Not sure how I'd fare in the other 2/3rds of the country.
    1
  10514. Broke jokers like you are not the target audience. They want customers, not leeches, and they're already seeing premium+ upgrades just to get on the waiting list. Troll softer or troll elsewhere. My patience for your nonsense is wearing thin.
    1
  10515. Thank you kindly, William!
    1
  10516. https://twitter.com/4Kpodcast/status/1721846165183086802?t=Hcs6ztnPgc-j5QfscS-Kyw&s=19
    1
  10517. Do better.
    1
  10518. That's not what he said. If yer gonna be snappy, at least have the decency to be right. ;) He's HOPEFULY for end of year, but he admits his timelines are often too optimistic. This matches what I've been saying for over a month.
    1
  10519. It feels SO natural.
    1
  10520. You got it!
    1
  10521. It would require new legislation. :(
    1
  10522. If that was the case, why lie about it? Why assign a homework project if all that's required is a manual ping, they should have said so. Instead they wasted a whole lot of time that should have been spent working. Terrible. That's actual waste and yet some are rejoicing in it.
    1
  10523. It's averaging across a variety of applications, some of which would likely command a higher price tag. Like how the same Starlink you can buy at home costs thousands when in use on a boat or plane.
    1
  10524. @MegaWilderness You're out of your element, Donnie. What something costs often has little correlation to its sale price. Beer at a ballgame runs 20x what it does in the store, but people still buy it because that's what the market will bear. We can't see the Starlink financials, but we know they were already above $100m/month in revenue as of last December, and it's increased 50% since then. The business model has no shortage of backers.
    1
  10525. Yes.
    1
  10526. Rolling road noise is a lot easier to tune out than internal combustion engines revving from stoplights, even without the drivers trying to show off. I travel a fair amount, both for this channel and generally, and I've never been to a major city anywhere that rivals the quiet of London.
    1
  10527. Thank you so much.
    1
  10528. Appreciate that.
    1
  10529. Thanks!
    1
  10530. Unlikely considering Model 3 didn't get that kind of bump.
    1
  10531. You're not sure?
    1
  10532. 8750 NE Emerson St, Portland, OR.
    1
  10533. The local government doesn't have much say in the national energy system, as I understand. Governor Garcia is a HUGE Elon fan, so it's clear he's not the one standing in the way.
    1
  10534. They will. They already are. Tesla has moved to the top of the heap for parts already, and the inconsistency trickling back to the tier 1, 2, & 3 suppliers is already putting the Big-3 at a disadvantage.
    1
  10535. This is true, but all interior contractors were asked to submit bids assuming end of December. I'm sure being off by a couple weeks isn't going to hurt anything, though it may be a tad frustrating for them (and us!)
    1
  10536. Glad to meet you, Nobody Jerk. I'm Brian!
    1
  10537. No, most leases have options to buy out at the end. Tesla was unique in that they didn't offer it for a while there.
    1
  10538. I've met a few hotrodders who were skeptical of EVs until they got silently smoked at a stop light by a soccer mom in her grocery-getter. The first car I drove after my afternoon behind the wheel of the Model Y was a crew cab Dodge Lariat. What a dog. For $50k I expected a little more power, comfort, and features. If the legacy guys aren't scared, they should be.
    1
  10539. At level 5? I can't see why not!
    1
  10540. Thank you! Will do! Boy, that channel sure... electified things over here. ;)
    1
  10541. Ones like this, it appears. Most videos fizzle after 5-6 hours, but this one is still going strong a full day later.
    1
  10542. Too narrow. It's narrower than a Model 3.
    1
  10543. I appreciate the detailed feedback. Helps me better understand my roadmap. I enjoy doing things that involve getting away from my desk from time to time. They don't always perform well, but sometimes they do.
    1
  10544. It's a balancing act. Dead air is also undesirable.
    1
  10545. Can't remember the last time I got over about 80.
    1
  10546. I appreciate that!
    1
  10547. Right?
    1
  10548. I think you're right.
    1
  10549. Tough to say. It's going to be a hot topic of discussion, and it will make a very easy story for every local news channel to cover. I think just having even a few thousand on the road is going to make big waves.
    1
  10550. We spent hours walking every hall in the place. Where was it?
    1
  10551. Will be awfully surprised if it isn't a record quarter.
    1
  10552. Slow EV adoption because the competition sat on their thumbs for 20 years? At least you still have your sense of humor.
    1
  10553. You're thinking about it all wrong. You don't park and get out. You get out and it parks or leaves. You need to remember what the whole point is.
    1
  10554. Incompetent leadership knows no gender.
    1
  10555. If this is your field, get in touch with me
    1
  10556. That's my hope!
    1
  10557. He never tore down a Lucid. How would he know that?
    1
  10558. Glad you liked it!
    1
  10559. They REALLY don't like that.
    1
  10560. Skim the comments and you'll find replies explaining this.
    1
  10561. Thanks!
    1
  10562. Sounds like you're already living the future!
    1
  10563. Dillon is by far my favorite news guy. He's probably the smartest of all the Tesla Tubers (apart from maybe Jordan at The Limiting Factor,) and he's got a heart as big as the moon.
    1
  10564. Super sharp for sure, but he's also exceptional at explaining complicated topics in a very down to earth way. Very glad to have him as a guest.
    1
  10565. She's a huge asset to the Tesla investment community.
    1
  10566. Calling their grievances stupid or imagined is the problem.
    1
  10567. Huh... and still no dislikes. Not bad, not bad. Though the number of views wasn't ideal. :/
    1
  10568. That's shockingly high.
    1
  10569. If that was the only thing discussed in the video, I might be able to agree with you. Do you also agree that the government should be in the business of paying $100m to remove working EV chargers used to keep their own fleet cars operational, and thus have to spend hundreds of millions replacing cars long before the end of their useful life?
    1
  10570. That was the goal in 2019. We're not even sure if they're planning to make the single motor variant.
    1
  10571. Have you seen what's happened since then? Everything I shared has since been verified or publicly disclosed. It's now common knowledge I was telling the truth. Endless Saudi money may save them, but it will ruin anyone holding shares today. Some people don't understand dilution.
    1
  10572. We are not permitted to speak of such things before all is revealed.
    1
  10573. You only need a massive gas tank because you can't fuel up at home. I spend a whole lot less time charging at home than people who drive dino burners do at the station. Even when you factor in road trips.
    1
  10574. Glad it helped!
    1
  10575. Thank you so much!
    1
  10576. Then why do they have them in Germany and China? On the scale of a multinational corporation, it's cheap, and it's effective. There is no one alive outside of Tesla who knows more about the factory in Austin, but I was unable to see it during the CyberRodeo because Elon gets a k'jillion spam messages on Twitter daily, and he has no idea I even exist. Does this impact my coverage? 100% yes. I had the option to go down to hype the earnings call this week, but I wasn't going to go to yet another event I couldn't get into. I've been to Giga Nevada, Giga Texas during Cyber Rodeo, and the Fremont factory, and despite having made hundreds of videos, I've never set foot on any of the properties. Would they get rosier coverage if I got in? Maybe, I have no idea. They'd definitely get MORE coverage if I was permitted to go, but again, they have literally no idea I even exist, despite covering Tesla as my profession for almost two years. These jackwads need a PR department. Full stop. Whether to combat the daily FUD, as outlined in this video, and in greater detail in the full broadcast, or just to get double or triple coverage from their most rabid fans.
    1
  10577. No one has died from the removal of stalks or USS. I'm not sure that's the right benchmark.
    1
  10578. The lack of ultrasonic sensors for parking wouldn't be an issue if the car just had that birdseye view so you could see the curb and other obstacles. Maybe someone is holding that patent hostage?
    1
  10579. It's a volume discount.
    1
  10580. Thanks!
    1
  10581. The editor chooses the titles. He A/B tests them. If people clicked, they wouldn't be changed.
    1
  10582. I get it, but of course I disagree.
    1
  10583. Been reading up on drag coefficients, and it appears you guys had a better understanding than I did. Nearly any deflection on the front will improve drag. Thanks for making me dig a little deeper!
    1
  10584. You have all the evidence before you and you refuse to look at it. That's not investing. You need to listen to your head, not your heart.
    1
  10585. A great question! I'm not aware if shareholders in Singapore have that ability, but maybe he'll let us know.
    1
  10586. 4hrs is pretty extreme.
    1
  10587. If someone is going to be jealous, he's a pretty easy target.
    1
  10588. Well said.
    1
  10589. Understandable.
    1
  10590. Hoo boy... guys, should be tell him?
    1
  10591. Can those be activated with voice commands?
    1
  10592. If the fossil fuel industry had pushed hydrogen as hard 20 years ago as they do today, it might have had a place as an alternative during the transition.
    1
  10593. Thank you too!
    1
  10594. In which direction? Because I say "we won" I'm too conservative, or because I said "don't be a jerk about it" means I'm too liberal? If either of these upset you, zoom out.
    1
  10595. I'm here to keep it real, my friend.
    1
  10596. Two and nearly all. You know better, my friend. I just appreciate you still being here after 54 of these. Thank you for that. :)
    1
  10597.  @timboatfield  Happy birthday Tim!
    1
  10598. That was the worst, most dishonest nonsense I've come across in a long time. The Model Y's battery is 77kWh, not 82kWh. He's assuming an average electricity price of 25-cents/kWh, while the US average is 14.4-cents. Already he's off by double. Then he benchmarks it against the 4-cylinder Rav-4, which is by far the least common engine used. Then he says MOST buyers purchase FSD, which is off by 1,000%. Take rate is estimated to be lower than 10%. So he's comparing the specs of the most advanced tech ever offered, in a a car that could outrace any Supercar built built prior to 2004, against the slowest, most poorly equipped, least popular Rav-4. Since he's looking at 2022 models, the abuse of math doesn't stop there. He compares MSRP on the Rav-4, which NOBODY GETS TO PAY due to dealer markups. Then he's ignoring the residual value, which is pants-on-head stupid. Tesla has the highest resale value of any car on the market. If you bought a Rav-4 a few years ago, you could probably sell it for as much as you paid. If you bought a Tesla, you could sell it for MORE than you paid. Scotty surely knows he's not being honest. This is a bad video.
    1
  10599. They have cash. It's more a matter of effectively deploying it.
    1
  10600. Not blocked. Requiring in-country validation doesn't mean it's not going to happen.
    1
  10601. 4680 is just the shape.
    1
  10602. Sandy has stated in the past that he is NOT paid by Nikola, and that not even his flight or hotel was covered. If that's changed I would appreciate a link to read more. Thanks!
    1
  10603. Thanks! Will do!
    1
  10604. Of course!!
    1
  10605. I can't speak for the majority. I know my audience uniquely follows Tesla to a degree that goes beyond even what most analysts cover, so I only see a narrow sliver of the most engaged, educated, and forward-looking investors. That gives me the idea that "everybody knows" about all these other things, but I think I wouldn't see the people who disagree.
    1
  10606. Those were never MY complaints, my friend. Those were the complaints leveled by traditional truck owners. They were the ones who set the bar they can't manage to limbo under now that they see what the competition offers. :(
    1
  10607. Not effectively.
    1
  10608. Went pretty great, I think.
    1
  10609. Not sure why that would be offensive.
    1
  10610. Neat! Where was that?
    1
  10611. My sources say it has not. I'll mention the ones that don't have footage on the next update.
    1
  10612. I've talked to the engineers in person. That ain't it.
    1
  10613. Heavy duty, stainless steel construction, and an interesting design. That's about it.
    1
  10614. Zimbabwe printed infinite money. 😉
    1
  10615. That's an interesting perspective.
    1
  10616. Hells to the yes.
    1
  10617. Dealerships tend to have a vast ocean of parking they wouldn't need, but surely some of them would be appropriately sized.
    1
  10618. 2019. You can look up crime stats to see if it's changed, but the touristy areas are as safe as any major city I've visited. Certainly keep your wits about you.
    1
  10619. Right on! I made a couple more CyberTruck videos you should check out on this channel. https://www.youtube.com/watch?v=Ci-CJZGmJw8 https://www.youtube.com/watch?v=VaVYyPtN7Q8
    1
  10620. Awesome, thank you!
    1
  10621. Very exciting.
    1
  10622. No sweety, we're trying to help unsophisticated investors see through the hype. I've covered lots of these companies, and I have yet to get one wrong.
    1
  10623. Which EV technology has China stolen and put in any vehicle?
    1
  10624. People are weird sometimes.
    1
  10625. Why have a factory when you can build cars at home? Sometimes a thing is just needed.
    1
  10626. Thanks 👍
    1
  10627. Correct.
    1
  10628. Without a doubt.
    1
  10629. That's not what gaslighting is, and the rest of your comment makes even less sense. Does that silliness sell ANYWHERE? I mean, clearly not here, but seriously, does a place exist where people don't see through it?
    1
  10630. Nothing is free. If you aren't paying for it, at least you can understand why they're hemorrhaging cash.
    1
  10631. Thanks for that!
    1
  10632. Tariffs on Chinese made autos has been around a long time. Trump has promised to increase them.
    1
  10633. Correct. If you look at energy prices over the last ten years, you'll find that most places have seen them rise substantially less than inflation. That's the benefit of moving away from fossil fuel.
    1
  10634.  @darinladd5312  Have you been to the factory, talked with employees, and driven it?
    1
  10635. Whether you're in the car or not shouldn't be a factor.
    1
  10636. The situations you describe are very real, and I've experienced some of them myself. The real question is why was this done on Autopilot instead of FSD? Did FSD perform too well?
    1
  10637. I like it!
    1
  10638. Plenty of Lucid, Vinfast, Nikola, and Nio fans are POSITIVE that I'm incapable of objectivity strictly because of the name of the channel. That of course ignores all the praise I've lavished on nearly every other EV maker when they do things right.
    1
  10639. The fact that they're already building it. There are tons pics and videos of these trucks spotted in the wild all over the country.
    1
  10640. You have to watch the video.
    1
  10641. I was VERY confused there for a minute.
    1
  10642. My pleasure!
    1
  10643. It makes sense. Not everyone understands it though.
    1
  10644. Counts the same, and I welcome it just the same. Thank you kindly!
    1
  10645. They know the fundamentals of car making, which is more than can be said for a lot of the newcomers.
    1
  10646. Only some of them.
    1
  10647. Transport companies think with numbers. They can't afford to be emotional like some dinosaurs out there, or they'll go broke.
    1
  10648. Because the short sellers get to promote FUD unchecked and unchallenged. Whether I personally need them or not isn't relevant. While my videos would benefit from clearer information over educated speculation, that's very low on the list of reasons to have a PR department.
    1
  10649. Roomier than you might think, at least for us wee folk.
    1
  10650. It was measured before. It will fit if you follow the angle of the wheel well.
    1
  10651. Glad you think so!
    1
  10652. You bet!
    1
  10653. We shot last night and will be addressing this very question on a show scheduled for Saturday at 6am Pacific.
    1
  10654. Wow, thanks! If I had to guess it's because I'm still in do-or-die mode, and they have the luxury of knowing that no matter how the call goes, their revenue will be just as strong tomorrow.
    1
  10655. I was addressing the points raised in his comment. I've done this a few times, and will continue doing so in future videos, time permitting. :)
    1
  10656. It would if it didn't kill the company along the way. That's where we are now. The idea that battery life anxiety is such a tremendous fear that it's worth making every car ever made heavier, more expensive, and less versatile to prevent the 1:100 chance the battery doesn't outlive the car doesn't make sense to me. It would make better financial sense to just extend the battery warranty.
    1
  10657. You can see what the car sees by looking at the screen. Should do it, I'd think.
    1
  10658. Naw, you have to do better than that here. That sort of nonsense may sell on other channels, but we can read and think. Try your routine somewhere else.
    1
  10659. You have the most braking capacity in the front, but you rarely need to use all of it.
    1
  10660. You were so hasty to be a cheddarwang you missed the point entirely. The objective isn't to trick you into being supportive, but to provide the unedited footage for anyone who might suspect I'm glossing over the bad parts.
    1
  10661. It's closer to two pennies. Two nickels would put it a smidge over 4mm.
    1
  10662. I don't think many would abuse unlimited supercharging either, but plenty did. Lots of people bought cars for professional use, charging from near zero to 100% constantly, which not only costs for the power, but abused the batteries to the point that many needed replacing. This decision mitigates that risk.
    1
  10663. It's bizarre, right? As a truck driver, what difference does it make to her? She's not an owner, just a driver. Either it works or it doesn't, and if it doesn't, it won't be adopted.
    1
  10664. That's an expertise they'd need to develop before entering congress.
    1
  10665. Like you, Brian, my name is spelled the correct way. ;)
    1
  10666. Too early to know for sure. It's a waiting game at this point.
    1
  10667. True, but it should be more reasonable than it is for terrestrial providers since they have a large geographic area in which to place something like that. They can shop around for the best deal in ways others with hard geographical requirements must envy.
    1
  10668. Thank you! Cheers!
    1
  10669. There are twice as many comments calling this pro-China propaganda. If both claims are present, that suggests it's not me who's on the fringe. I've lived and worked in China, and I'm going back next month for the Shanghai Auto Show. Is that the action of someone who hates China?
    1
  10670. You rock!
    1
  10671. Your dad's quite the poet.
    1
  10672. This guy gets it.
    1
  10673. Because US car companies already struggle against Japanese, Korean, and European cars, and China will make it even harder. The idea that those protectionist policies would work forever was blindly optimistic, and the reality is starting to sink in.
    1
  10674. Predicting the weather, for one. Knowing what tomorrow weather means for consumption as well as production can double your arbitrage.
    1
  10675. Sounds like every city these days. Even small towns are far from immune.
    1
  10676. Someone has to pull it into the station, and they don't do it on their own. If there's a line, you sit and wait your turn. That's a poor use of time.
    1
  10677. Yes, but it will ONLY imprint the face of Elon... hope this helps.
    1
  10678. Nice to see you back, good sir!
    1
  10679. Or it was written by their attorney. The story never made sense. This explanation does.
    1
  10680. @marksuave25 If your job is long haul, that's what you see. Local & regional delivery drivers never get a glimpse of your world, but they still make up most of the daily trips. Even if it was only half the routes, that would still be 20x the production we see available today.
    1
  10681. I was in a hurry. ;)
    1
  10682. You're welcome!
    1
  10683. @FarmtheSunUSA Yes they do, but they are substantially more expensive.
    1
  10684. These are not encouraging comments in terms of understanding the production and capability landscape. Guess these are foundational elements of misinformation we'll need to counter in coming months.
    1
  10685.  @tonyhaley7946  That's outside my area of understanding. The one in Berlin does look more substantial. This could also be a temporary switchyard until the intended location of the permanent switchyard is available.
    1
  10686. Sadly, I think you're right.
    1
  10687. Yes it was!
    1
  10688. That's the minimum warranty. There are some models with longer ones.
    1
  10689. Because Waymo's approach has made evident that it can't scale. They should be in every city by now. Why are they not?
    1
  10690. Girls, girls, you're both just terrible. Rivian, Ford, and Tesla will all sell EVERY last vehicle they make for a very long time. The question is who can build the most. Of the three, who do you think will have the most vehicles available for purchase by 2025?
    1
  10691. Spooooky!
    1
  10692. Is that the part you think is the crazy bit?
    1
  10693. When you offer a discount on future taxes, you STILL get those future taxes. When you offer none, they just build the plants somewhere else. This incentive makes sense even as a strictly business decision.
    1
  10694. Quite the opposite. No CEO has failed to be fired by this point. Even Papa John was kicked out of his company.
    1
  10695. But then what would new viewers have to talk about? Comments are engagement.
    1
  10696. All cars and trucks are killing machines for pedestrians.
    1
  10697. I mean, you guys are gonna put that out there like that? Okay, I guess.
    1
  10698. It's a capitalist country wearing a communist hat. You should read up on what communism actually is and see if you can find very many parallels in modern China.
    1
  10699. I think all of the indices are nonsense, as is the daily (or evenly quarterly) performance of Tesla's stock. Either you're in it for the long haul or you're just gambling. That's my philosophy anyhow.
    1
  10700. What FUD is there these days?
    1
  10701. Awesome, thank you!
    1
  10702. 3-month free trial. We'll see how it goes after that.
    1
  10703. Same place.
    1
  10704. It's going to make the current records look quaint.
    1
  10705. Bit of an odd disconnect. It's cost me followers and Patrons, but I follow the facts. If people only want me to report things they like, they'll probably be happier on a ra-ra cheerleader channel. I'd prefer they stay for the facts, but I can only tell them what's happening.
    1
  10706. Plus the SEC kicked Elon out of Chairmanship of his own company. People can like anyone for any reason that's important to them, but I don't see the EV upside in this equation.
    1
  10707. @diniito toom From all the people swearing the CyberTruck is too large for their roads wherever it is in Europe they live.
    1
  10708. Seems they have yet to break ground.
    1
  10709. So much certainly, but zero details to share. We made a whole video for you and you can't even give us a hint?
    1
  10710. I know, right?
    1
  10711. Oh FFS. Yes, I'll fix it now, THANK YOU!
    1
  10712. I'll check it out, thanks!
    1
  10713. Just asked him. He said they were the cheapest ones he could get quickly on Amazon.
    1
  10714. It was awfully interesting getting some time with him.
    1
  10715. When someone says "my kid could paint that," all they're really saying is that they don't understand painting. Don't worry, people vastly smarter than you are on the job.
    1
  10716. Case in point.
    1
  10717. The fundamentals are unchanged. Only options gamblers are taking a bath, and they deserve it for thinking they can outsmart the lightning quick algorightms.
    1
  10718. This is what I'm talking about. What kind of person hears a message of don't be an ass and gets offended? If being reminded that kindness is free rustles your jimmies, it's time to grow up. I get that you're mad, but your anger issues needn't cost us market share.
    1
  10719. You're commenting on a year old video, ya floppy spatula.
    1
  10720. Where does the 75 per km come from?
    1
  10721. Our pleasure!
    1
  10722. Different states are addressing this in different ways. Some are already charging hundreds a year to EV owners. About 10% of your gas cost is tax, so if you're looking at $14k in gas, about $1,400 over 100k miles. If that's 8-years, the EV tax only needs to be $175/year ($15/month) to makeup the difference. Many states are already charging EV owners more than that, and the math still works.
    1
  10723. Batteries seldom fail. Why overbuild structure in ways that make every car worse when only a percent of them are likely to fail... unless you think Nio's batteries are going to fail a lot.
    1
  10724. It's okay to not know what you're talking about, but it's less okay to pretend you actually know something when that's the case. >50% new parts. The whole front, the whole back, the entire interior, the suspension, and much of the glass. It was already the best selling car in the world for the last 2 years running, and it just got a whole lot better.
    1
  10725. You bet!
    1
  10726. Very fortunate, and uncommon. Congrats on your new ride!
    1
  10727. I haven't seen enough of John Oliver to conclude his writers are against EVs.
    1
  10728. I do my best to not be the stereotypical "ugly American". I tried pronouncing "Smart Car" the same way in Germany, and Jan from Tesla Fix found it HILARIOUS.
    1
  10729. Ah, so you've never seen how complicated a mechanical steering system is.
    1
  10730. He does, last I heard.
    1
  10731. THEN PUT IT TO A VOTE.
    1
  10732. My pleasure! It's my favorite by far of the dozen-ish tunes I have from this artist. :)
    1
  10733. Oh wow! Really beautiful area, just so far from everything.
    1
  10734. You are very welcome!
    1
  10735. If someone lives in an area without supercharging, they MUST have home charging. That makes it impossible for a lot of people.
    1
  10736. I have absolute confidence the 2170s currently being made can get the job done while the 4680s continue to ramp. What I really want to know is if the CyberTruck can be built without 4680s. If those require 4680s exclusively, I'm concerned how quickly production can ramp.
    1
  10737. You've been lied to.
    1
  10738. He doesn't always get my jokes.
    1
  10739. Wow, nice!
    1
  10740. Vastly lower carbon impact than adding Internet to the world via any other method. Less harm is good.
    1
  10741. Funny.
    1
  10742.  @ken-mb5cp  Elon has said twice that they are not battery constrained for vehicle or stationary applications, BUT I believe they're absolutely constrained on the 4680s, and therefore the CyberTruck.
    1
  10743. Auto sales of BYD only began last week, and they have yet to select a site for construction of a factory. This is according to BYD Americas CEO Shirly Li in an interview about a week ago.
    1
  10744. There is a whole lot of nuance missing from your retelling. It sounds like you're going from a lived experience. I've done that. You should read up on it and see how your recollection aligns with what actually took place.
    1
  10745. Eventually got into the frunk via the app. Took a good 6 tries though.
    1
  10746. We shall see. For this model at least, that's a very strong possibility.
    1
  10747. Hope you found it informative!
    1
  10748. You should check out Joe's video from today. There's a bunch you can see inside the battery building looking in from the NW corner. https://www.youtube.com/watch?v=xZ2gSoZ-wL8 ;)
    1
  10749. It was only weekends when I started, and back then, there was almost nobody making weekend content. The problem was that the YouTube algorithm favors channels that update more regularly, and going 4-5 days without content would knock me back down to the bottom of the list. The only way to grow was to publish more often, and that meant I had to find a way to streamline production without sacrificing quality. It's been an awful lot of work, but it looks like it might finally be paying off.
    1
  10750. I'm just glad they're bringing something. There are brand loyalists who want this, so I count that as a win.
    1
  10751. Thank you! Cheers!
    1
  10752. Everyone is because there are no answers today. We need to accept that times are changing and be prepared for the inevitable discussion.
    1
  10753. That's more of a compliment to you than to the plan.
    1
  10754. I mean, that is a fair point.
    1
  10755. It did. That was 100% on me. Apologies for that and thank you for your patience. It's a self-leveling gimble and I had to switch modes to get it to point where I wanted it on the vertical axis.
    1
  10756. You bet!
    1
  10757. Totally agree!
    1
  10758. I agree entirely.
    1
  10759. Crazy that the Mexico built MachE is considered more American than Rivian, Lucid, all the REAL domestic brands.
    1
  10760. Very nice!
    1
  10761. Just checked. How do you pronounce it, and how am I saying it?
    1
  10762. There is only one container ship that's fully electric. It holds about 100 containers and has a range of 30 nautical miles, and travels at half the speed of a traditional ship. It seems energy storage density may have a ways to go before electricity will be viable for blue water shipping.
    1
  10763. Will be exciting.
    1
  10764. One today, but with an EV loyalty rate well over 90%, it means that buyer probably won't buy another gas car again in the future.
    1
  10765. Nearly all passenger cars are unibody, so every panel is part of the frame. Airbag deployment may be a decent barometer for how serious a collision is, but that alone won't do it.
    1
  10766. It's a really clever solution, and I think once reviewers get a chance to experience it, word will spread like wildfire.
    1
  10767. Weird that they forgot to mention that at the unveil, in any of their press material, or at all until weeks later while chatting with a blogger.
    1
  10768. July sales were even higher.
    1
  10769. Noted! I'll try it next week and we'll see how it goes.
    1
  10770. I can tell you where it's headed tomorrow, and I've narrowed it to three directions. Up, down, or sideways... though my money is seldom on sideways.
    1
  10771. It's a quote from a meme. If something doesn't make sense, best not to assume the worst.
    1
  10772. I don't think it was sponsored. I think he was driving like a fool and, like we've seen so many times, tried to blame it on the car.
    1
  10773. Want to try that again?
    1
  10774. Zemeckis said they'll NEVER reboot it. Personally I'm hoping for a Smokey & The Bandit remake with the Semi & Roadster, starring Pedro Pascal, obviously.
    1
  10775. You and me both!
    1
  10776. Why do you think they didn't?
    1
  10777. Paul was a lovely chap!
    1
  10778. I can tell. ;)
    1
  10779. No, I moved to the actual curb farther down the block and selected a new destination. It's in the full length video.
    1
  10780. That might work on other channels, but viewers here actually know what's going on.
    1
  10781. Maybe I meant 50 degrees inclination?
    1
  10782. With some people you just have to shake your head.
    1
  10783. Those are not typically added during the initial completion of the factories. Giga Nevada has only gone over 50% coverage recently.
    1
  10784. If you're a real person, I beg you to behave like one.
    1
  10785. Glad you enjoyed it!
    1
  10786. It's happened before.
    1
  10787. We don't really do financial advice here.
    1
  10788. I mean, right though?
    1
  10789. Sadly no.
    1
  10790. While I'm sure they're suppliers wouldn't be happy about it, that's not a good enough reason to go broke. Sometimes you just need to pick new suppliers.
    1
  10791. Might be time to shop your insurance around.
    1
  10792. Very frustrating! Haven't seen that on my Premium account (we mostly use it through the TV.) You're absolutely right about the advertising dollars though. Those grease some palms for sure.
    1
  10793. So will the 2025. It's going to remain a moving target for quite some time.
    1
  10794. And last month you said we'd be back at $104. Maybe your predictions aren't that accurate.
    1
  10795. Waymo's cars cost about 3x more than the Cybercab design. Everyone else is taking an approach that means the first FULL DOLLAR per fare mile goes to depreciation. I made a whole series about this.
    1
  10796. Doesn't work that way yet.
    1
  10797. NO ONE works harder? Come on now.
    1
  10798. If you look at the front crash test side by side with other full size pickup trucks, the crumple zone is comparable in length, and the occupants appear to have the same level of safety. Pedestrian safety will be subject to testing, and I'm very curious to see how it goes. That I can't speak to until we see how it goes.
    1
  10799. Fingers crossed!
    1
  10800. Those are three pretty substantial problems. :(
    1
  10801. Thank you! That sent me down quite a rabbit hole.
    1
  10802. Great point!
    1
  10803. Except when it's a scam. You're an adult, I assume. You know better.
    1
  10804. Wrong channel. There are plenty of dens of madness that might welcome this level of insanity and inanity, and I encourage you to find them
    1
  10805. You've been lied to. You're talking to people who already go anywhere and everywhere in EVs. It's fun, cheap, and easy.
    1
  10806. You KNEW the grade was that steep? Literally no one has been saying that. There are wind farms next to the property that are turned off. You knew THAT? Nobody has reported these realities I only discovered by being here. A lot of people are delighted that I'm out doing original reporting at tremendous expense for the good of the community, and nobody but you is saying this is old information.
    1
  10807. Thanks so much!
    1
  10808. Thank you so much! Really appreciate you, Flash!
    1
  10809. Thanks 😅
    1
  10810. Not a bad idea. A difficult one, but I can see the merits.
    1
  10811. Absolutely. Why not, right?
    1
  10812. Agreed, but LFP batteries (which is what the 1-4m mile batteries are) aren't yet used in those applications due to weight.
    1
  10813. That's the actual rate of production by model and factory as of Q3. The cars scrolling across the screen is the actual pace at which they roll off production lines.
    1
  10814. Big oil greases all the wheels.
    1
  10815. You may be able to find scrappers to haul away a car for free, but it is not always the case.
    1
  10816. A MegaPack is useless without the service plan, but that costs extra. It's not all that uncommon in B2B transactions, but will be interesting to see either way.
    1
  10817. Isolationism doesn't result in prosperity. You can be independent without cutting ties with other countries, and the legislation we've seen enacted in recent years has taken steps to bring jobs back. Lots of new big & expensive battery, chip, and auto plants being built.
    1
  10818. Thank you so much,
    1
  10819. I only know their CEO from a handful of videos. Seems like a very sharp guy even if his contributions at Tesla are overstated. Not the sort of guy I imagine would sleep on the factory floor during production hell to get the product off the ground, but like you said, with deep enough pockets, that may not matter as much.
    1
  10820. Wall Street seems to disagree, but I don't understand why.
    1
  10821. Thanks!
    1
  10822. I trust Kia knows what they're doing to adequately judge the market for their cars.
    1
  10823. Consumer Reports is a different kind of BS. Still flawed and biased, but in a different way, where preference is given to their friends and founders. Tesla could buy a JD Power award, but CR will never come around.
    1
  10824. If that's true, why do we only see the one bogus story pushed over and over?
    1
  10825. I get all that, and I get the many ways it's different from processors before it. What I don't get is how it works beyond simply being really, really powerful.
    1
  10826. I'll be here all weekend.
    1
  10827. I'm not sure we'll get advance notice.
    1
  10828. I guess you missed the WSJ interview from inside factory.
    1
  10829. Jordan looking JACKED.
    1
  10830. Because those companies have fantastic lobbyists, and politicians can be bought for shockingly small dollar figures.
    1
  10831. Great to hear!
    1
  10832. That red is soooo pretty.
    1
  10833. Doesn't appear so.
    1
  10834. It's a fantastic question, and I hope they share the details with us at some point. Amazon is all about the bottom line so it must be saving them money. Otherwise they wouldn't be expanding their deployment.
    1
  10835. Bezos funded?
    1
  10836. I've driven on the Autobahn in a refreshed Model 3. You're right about traffic though. Never got to really open it up.
    1
  10837. I'm surprised how well the 3 sells considering the benefits of the Y.
    1
  10838. Currently, xAI is entirely separate from any of the companies, but is expected to be instrumental in at least a few of them.
    1
  10839. You COULD drive a tank through them, had they not all been disposed of in other locations.
    1
  10840. These are all real word, but they don't make sense in the order presented. What are you trying to say?
    1
  10841. I see Arcimoto having a limited window of opportunity to get ahead of the more experienced hobby car builders. If demand materializes for this product before their new factory is running and ramped, it's going to leave a massive gap in the market other companies will look to fill.
    1
  10842. The Cybertruck has no rust. It's like saying the truck forms tree sap. It doesn't, but it can come to rest on the surface until you clean it.
    1
  10843. Glad you like them!
    1
  10844. Sources on the ground say no.
    1
  10845. I would assume first deliveries will be in Carlsbad, but the big focus now is getting them built.
    1
  10846. If a big company had gotten serious 10-15 years ago, they could have killed Tesla. There's no killing it now. It's here to stay. Too big to buy out, too popular to not sell. The best they can hope for is to keep them from becoming bigger than them, and for some, it's already too late.
    1
  10847. Was great meeting you too. What a wild few days that was. Such an awesome community.
    1
  10848. That's a solid giggle.
    1
  10849. Objectively true. Nothing else to say.
    1
  10850. SO MUCH COKE.
    1
  10851. No, Biden was very gracious to electrification. He just didn't care for Elon.
    1
  10852. Yikes.
    1
  10853. The subscriber count has grown more in the last month than any other month in the past 18-months. Whatever we're doing, people seem to like it.
    1
  10854. I don't do politics. When it's something related to the company, I absolutely call it out. Like when he nuked the supercharger team. That was impulsive and foolish, and I said so. Lost subscribers over that, but within days even Elon had backtracked.
    1
  10855. It's a UK article so I suspect Canoo isn't on their radar.
    1
  10856. Eggsactly.
    1
  10857. Doesn't seem unreasonable, if a bit narrow.
    1
  10858. He's awfully bold.
    1
  10859. Yes they were. It was re-skinned for the event, but v13 underneath.
    1
  10860. Now THAT is going to be a HUGE episode. Wow. Two of the best, face to face.
    1
  10861. And look at the gains even since you made this comment. Yeah, that's nice. Though beware it could very well pull back, and surely will at some point. The only question is to what level. I know people who "wisely" sold out at record highs only to look back with regret.
    1
  10862. We're trying to interpret Nostradamus. I like your vision because it's grand and exciting. I think the reality is we'll all be wrong, but I'm excited to think about it, and the more great takes we get, the closer we (hopefully) get.
    1
  10863. Tesla's first gross profit came on the sale of their first car. Every car they've ever sold was at a gross profit. They wanted to sell the Roadster for a whole lot less than they did, but refused to sell any single unit at a loss. Lucid sells every single car at a loss. That creates a perverse incentive where the only way to lose less money is to sell fewer cars. Tesla's first NET profit took ages because they were reinvesting every penny (and then some) into R&D, factory construction, and all the other expenses that come with running a growing business. You can't hope to reach a net profit when every unit you move is sold at a loss. When Lucid set out to build a better car, their idea was to build a more expensive car. When Tesla sets out to build a better car, they mean one that's at least as good, but costs less to build. The first step Lucid needs to take is to get costs under control. My insiders say that is not being addressed. The clock is absolutely ticking, and they are not taking any of the MANY necessary steps. They can still survive, but their current highest aspiration is to get the Gravity to market, and that market segment is not big enough to save them, even if they could capture 100% of it.
    1
  10864. Thanks and welcome!
    1
  10865. Thanks! Will do!
    1
  10866. Wall Street only cares about money. That's literally their only interest.
    1
  10867. Same here. We'll know more in a few years as more data is gathered.
    1
  10868. There are 18m taxis globally, not even counting Uber and Lyft. The market is vast.
    1
  10869. I have learned this the hard way.
    1
  10870. Why would an engineer be needed when these are reports from employees with first hand knowledge? Your rebuttal is based on NO information.
    1
  10871. Yeah, pretty wild stuff.
    1
  10872. That's a better way to put it.
    1
  10873. Fair enough! Videos like those already exist, so I'm trying to offer something more concise. It's a balancing act. I used to do these one site at a time, but found that far fewer tuned in.
    1
  10874. @rogerstarkey5390 You just know I'll be that uncle this year.
    1
  10875. Doesn't track. BYD sells cars in a LOT of countries where China officials have no power.
    1
  10876. Great suggestion. I'll send an email now.
    1
  10877. That looks SO good from the satellite image at 25:23.
    1
  10878. My pleasure 😊
    1
  10879. If someone else could offer something remotely as good for the same price, people would.
    1
  10880. No you won't. You may be stubborn, but you're not stupid. You'll buy whichever truck is cheaper for the same performance. You may want to pretend you're so rich you don't care, but few actually have "f you" money. The $20,000 you save means fatter retirement, better vacations, better dinners out. If you're saying you'd really rather give up all that just to have a more "normal" looking truck, I call shenanigans. You're not that guy.
    1
  10881. Absolutely!
    1
  10882. Surely it does, but that's something that will improve over time, while the efficiency of gas engines have little room for gains. Software sucks at most companies regardless of the drivetrain. The point of these benchmarking teardowns isn't to copy everything, but to find the parts that work and figure out how to pattern your next vehicle after only the best bits.
    1
  10883. Thanks 👍
    1
  10884. If the front panel is designed to give, it will help.
    1
  10885. I'm just going by the current, official naming convention. ;)
    1
  10886. Doubtful. 😞
    1
  10887. Long time no see! Glad to see you around. :)
    1
  10888. Hope so too. Not everyone needs mad performance, let alone wants to pay the premium to have it.
    1
  10889. I didn't do anything but count the squares my friend. I tried to explain why that shift isn't unexpected, or necessarily likely to hold steady. The pace will quicken as walls continue going up, and we're about to see a whole mess of new steel in the next couple weeks that will likely bring it back to mid-November, if not earlier.
    1
  10890. Please do! Glad to hear you guys liked it. Credit or a link back would be appreciated.
    1
  10891. Even including Shanghai's Phase 2, Giga Texas is still significantly larger. Remember Shanghai Phase 1 was almost entirely single floor, while Texas is majority 2+ floors. I compared the sites in a video before, but I can't find it right now. Might have been the 4, 5, or 6 month side by side comparison.
    1
  10892.  @TimothyParker1  Fantastic work! You should email me through my About page, I'd love to talk more about this.
    1
  10893. Even those who can't help but buy a new one every three years will still see their car stay in service as it's sold on the secondary market.
    1
  10894. The 2 tier system was a terrible concession. That has to go.
    1
  10895. Stainless is heavy, expensive, and challenging to work with. While it would look amazing, I'm not sure it would meet the product objectives.
    1
  10896. I made a whole video about that, but the takeaway for me is that yes, they absolutely should be paying tax.
    1
  10897.  @richassenberg1035  The utility. Our world was built for the human form factor. All factory robots are designed to perform a single task, where a single Tesla bot is designed to perform all tasks.
    1
  10898. A lot of highway outside of urban areas (non-coastal areas) have speed limits in the 70-75mph range.
    1
  10899. The big ones are for overwhelmingly for thermal management of equipment. I only disclosed that this was included in my calculus on the quarter where I came in 5% above everyone else, and it turned out to be a reasonable metric. Another drone video is out, and it likewise shows them barely moving, so September may indeed require a downward revision in Shanghai, but I suspect the few thousand units represented by that slowdown may be made up for in Berlin and Texas.
    1
  10900. You realize the world is bigger than the US though, surely.
    1
  10901. Maybe.
    1
  10902. A viewer did find an error in my math, so next week's update will include a small downward revision bringing the timeline to what I personally see as a more realistic target.
    1
  10903. It's not popular, I'll tell you that much. Telling uncomfortable truths never goes over well with the most diehard fans. I don't imagine you'll see other channels covering this topic in a critical way because it's real bad for business. :(
    1
  10904. Xiaomi launched pretty hot too.
    1
  10905. You can't expect him to report on things beyond his experience. That's madness.
    1
  10906. You'll be okay.
    1
  10907. This week's version is rendering now. ;)
    1
  10908. The drum beats in the background. Yes really.
    1
  10909. It's proving really, really tough. I'm past four years and thousands of videos, and it's taking forever.
    1
  10910. Grant gets it.
    1
  10911. Would make sense.
    1
  10912. Best selling car in the world says what?
    1
  10913. You had a different name as well. Ufologist or something, right?
    1
  10914. Hadn't occurred to me at the time, but you're probably right. It's always frustrating to see an interviewer squander an opportunity by not taking the time to understand the topic well enough to ask insightful, high quality questions.
    1
  10915. Let me know how it goes. Your area sounds similar to mine in terms of a lack of training data, so it should be interesting.
    1
  10916. Might be a while.
    1
  10917. Thank you! Cheers!
    1
  10918. Response.
    1
  10919. It's a great idea, but would likely need to be more than $2k.
    1
  10920. For sure. Tech is always improving though. People complain when computer prices and performance keep getting better, but it's how it goes.
    1
  10921. Sounds like clean coal all over again. You can mitigate emissions, but fire is fire.
    1
  10922. Glad to lend some extra perspective!
    1
  10923. Not bad.
    1
  10924. You bet!
    1
  10925. Wanna know how I can tell you didn't watch the video? ;)
    1
  10926. @Fred Bloggs It isn't useful, but I've used far less relevant stats to measure the site before. :/
    1
  10927. Oh no! You should call Pepsi and tell them their trucks aren't real. I'm sure they'll find this new information unbelievable. I certainly do. I don't believe it for a second. This sounds like the "just a mud field" nonsense from Shanghai, or the "Giga Berlin will have to be torn down" ridiculousness.
    1
  10928. Especially when you look at how steep the demand curve is over the next 10-20 years.
    1
  10929. Good luck!
    1
  10930. That's a fascinating set of data points.
    1
  10931. Fingers crossed!
    1
  10932. End the oil and gas subsidies first and we'll talk. Until then you're just picking winners and losers. We'll, really just losers.
    1
  10933. I bought it for the safety.
    1
  10934. Bit far though, don't you think?
    1
  10935. IF they did, it still wouldn't be fraud.
    1
  10936. Likely has more to do with weight distribution. EVs should have better balance. There are videos of RWD Tesla's playing in the snow, and it still just grabs like it's nothing.
    1
  10937. I think a market cap of $37b is still disproportionate.
    1
  10938. Oh wow, would you look at that! CATL's website says 255Wh/kg, which is awfully close to the 269 Tesla gets on the 2170s. That's very close!
    1
  10939. I know that was true when they were new, but aging V8s can have some pretty unfortunate efficiency losses.
    1
  10940. Sure, I get that. Could also be his collection of other companies. None of that means Lucid is poised to step in and fill some gap.
    1
  10941. Those are stock and revenue catalysts. The only question addressed here is automotive production and sales. AI/FSD could help demand in the future, but they are not mission critical to reaching #1 since it's unlikely the competition could master any of them in a meaningful way much ahead of Tesla.
    1
  10942. It often is because gas cars have a lot of weight over the front wheels. EVs have better weight distribution, so the advantage might not be as big as you'd think.
    1
  10943. It's due to the size of the Octovalve in place of the SuperBottle. I'll gladly take a slightly smaller frunk for increased range and efficiency.
    1
  10944. Without a doubt.
    1
  10945. They have surplus capacity in Berlin and Texas. If they had another 1,000 orders a week, they could absolutely fill them.
    1
  10946. Wow, hadn't seen that one.
    1
  10947. Thanks for sharing. Always good to hear another perspective.
    1
  10948. Small electric motor.
    1
  10949. Wow, thank! It's not getting many views, but that's fine by me. I try to make the kind of content I want to see, and this is absolutely my sort of thing.
    1
  10950. Agreed.
    1
  10951. The Wolfpack Berlin video yesterday gave a glimpse inside. Looks like they're already loading equipment in and getting finished work done in places.
    1
  10952. Oh no! That's going to have an associated cost for sure.
    1
  10953. He's gotten more and more political, but Q4 was Tesla's record sales quarter.
    1
  10954. They do. Justin the Bearded Tesla Guy has a video of him taking his ride with Ryan from Ride the Lightning. They rolled it up.
    1
  10955. When you tap the wiper activation, the left button becomes its control. Go right to increase speed or set to auto, go left to slow down or turn off. So that already has buttons.
    1
  10956. Can you explain what you mean by this?
    1
  10957. I updated it. Thanks!
    1
  10958. 20-25% of the market is NOT small potatoes. Be real. Tesla has nowhere near that in the passenger auto sector, and they're crushing it.
    1
  10959. People who have never dealt with zoning or pulled a permit can't know there sheer headaches, and how different every city can be.
    1
  10960. I feel like the word "need" could benefit from a clearer definition, as could "PR". They would benefit from having at least someone working on it, and it wouldn't have to be as big or broad as other companies have. It could be lean as hell and still provide a net benefit.
    1
  10961. Appreciate it!
    1
  10962. Often true.
    1
  10963. How so, and where will you move that isn't doomed?
    1
  10964. No problem 👍
    1
  10965. I can't find it in the news. When did this happen? I do cover other brands. They just aren't getting as many views. The passion isn't the same.
    1
  10966. Thank you kindly!
    1
  10967. If you're giving out financial advice, you should attach your real name.
    1
  10968. Wow, thanks!
    1
  10969. Entirely true.
    1
  10970. He's a sharp guy.
    1
  10971.  @christianvanderstap6257  It's a last gasp of desperation from the fossil fuel industry as they try to scare the public out of transitioning to clean energy. It's not effective.
    1
  10972. If the response is to shoot shareholders in the foot, if sure that's a poor direction. If that's the real reason, he needs an adult to tell him to get over it. I don't believe it.
    1
  10973. I agree that it really is a wild estimate, but like you said, it's kinda tough to know. Especially as the building is closed off we'll have almost no indication what's going on in terms of interior completion. We'll see HVAC equipment on the roof and large equipment being delivered, but it will be impossible to know how much of it is actually installed, or even how much needs to be there. Thanks for the feedback!
    1
  10974. Plus this is just the first snapshot. The estimated completion should come into clearer focus once we track a few weeks of progress.
    1
  10975. Thank you so much!
    1
  10976. What sorts of things did you have to tell them?
    1
  10977. Sounds like you gus were selling garbage. No wonder people bought their EVs elsewhere
    1
  10978. It's a big one.
    1
  10979. We saw a bunch of listings well below MSRP, but you're STILL right about that. If I was in the market for a car today, I would not want to go to a dealership because their reputation for price gouging over the past few years has convinced me that getting a good deal is simply impossible.
    1
  10980. That's not a fact, that's uninformed speculation. I've seen early articles that made some wild assumptions that still never got remotely that high. Tesla has filed for CARB classification as "medium duty" meaning it will be under 10,000 pounds WITH 3,500lbs of cargo, and that's on its heaviest, most powerful, longest-range variant. https://electrek.co/2019/12/13/tesla-cybertruck-medium-duty-vehicle-carb/
    1
  10981.  @callmeishmael7452  Ah ha, gotcha! Okay, the flaw in your math is the assumption that it would have just as many pieces as required if you're using regular steel. You wouldn't. There would be vastly fewer to achieve the same objectives. Add to that the lack of 1,200lbs+ for a motor, transmission, transaxle, and steel frame. If you look at the prototype, which is likely heavier than what the production model will be since the 4680 cells were not yet available, the tires show virtually no give under the weight. Sure, they are extremely heavy duty, but 12,000 pounds plus another 600-800 for the occupants, you'll expect SOME give at 3,000+ per tire. Time will tell, but I'm confident in the numbers as presented. Thank you for sharing your thoughts on this, it was helpful for me to do the research for myself. :)
    1
  10982.  @callmeishmael7452  You and I both seem willing to bet on our assumptions being correct. I'm doing so by investing in Tesla, and I assume you're doing so by NOT investing. If your firm belief is that the CyberTruck will have a curb weight greater than a school bus, my friend, you'd be wise to short the stock. I do not recommend that. Your math is flawed to its very core.
    1
  10983.  @callmeishmael7452  Your story isn't believable.
    1
  10984. Painted, but only for display.
    1
  10985. Not an unreasonable ask.
    1
  10986. Glad you liked it! It's more of a thought exercise than an actual working theory. Like I said, the real number won't be zero, and it won't be 50,000, but somewhere in between. These are just considerations to keep our horizons sufficiently broad.
    1
  10987. You bet!
    1
  10988. Your paper would be returned ungraded with research of that caliber. We don't expect dissertations here, but a basic adherence to facts isn't too much to ask.
    1
  10989. Poorly, to answer your question, but I'm working on some meditation techniques to help me sleep better. :/ More to come!
    1
  10990. They're not relying too anyone's emails, and they're not delivering cars. That's the big dumb.
    1
  10991. Did that pass the sniff test to you? It's a pretty outrageous claim before even considering the mandatory, random drug testing required to maintain his security clearance.
    1
  10992. A philanthropist?
    1
  10993. The footage I could hire. It's the understanding that's been so helpful.
    1
  10994. @Charlie Fox Sure, but if they've been shorting Tesla, they're probably also begging for food.
    1
  10995. Neat theory!
    1
  10996. I don't. Vendors aren't sufficiently oversupplied to offer anyone discounts for anything other than volume and predictability. When Tesla says they'll buy something on a date, they honor the date even if it's too soon. We saw the same thing with assembly robots in Texas that were ordered before the shutdown put everything on hold.
    1
  10997. Of course. We can't see over the horizon, but we can see the smoke. Not knowing the extent of the fire is different than pretending it isn't there and refusing to plan for it.
    1
  10998. We have a fixed version of it already up. It was an error on our end.
    1
  10999. I've been hearing this for six years. Maybe one of these days you'll be right, but today doesn't appear to be that day.
    1
  11000. Austin has always been liberal. Californians aren't moving to Plano as far as I know.
    1
  11001. I'm not sure how much they pay (or charge) to get them, but batteries beyond salvage are worth a whole lot less.
    1
  11002. Awesome, thank you for sharing your thoughts.
    1
  11003. Excellent question! Couple thoughts on that. Batteries exported from India would face a level of taxation that would likely negate the benefit, but by building the cars there, you can avoid the massive import taxes and capture the domestic market. In the Q&A on the longer version of this I also ran some napkin math about how much capital would be tied up in transit while shipping 80,000 battery packs. Figure a month in transit, $10k minimum value each, that's almost a billion dollars tied up at any given time. The auto industry averages 30-60 days of inventory on hand at any given time, which is a massive capital sink. At the end of Q4 Tesla was at four days... They are very capital efficient.
    1
  11004. Very well said, and I'm confident the answer is no.
    1
  11005. They've been working on this since for generations. They're still working on an airless tire, but the physics makes it challenging. Consumables get consumed.
    1
  11006. 🤔😅
    1
  11007. I hope so too!
    1
  11008. Urander makes them.
    1
  11009. Joe Tegtmeyer drew it out on his siteplan, and it looks like it would just fit. Still, I definitely jumped the gun trying to include it.
    1
  11010. A windshield can be used as a structural element in unibody design, but we don't know if that's the case with CyberTruck. I would lean toward probably not since the cargo load spans a far greater range than you'd have in a passenger car.
    1
  11011. They certainly shouldn't qualify for the WHOLE credit. That's ludicrous.
    1
  11012. I mean, right? Fair enough though, I'll up my confidence. Well I should too. My very first prediction back in mid-December, when there was damn near nothing on the site, said December 15th. Here we are 14 weeks later and the math has only shifted by less than a month. If my math is wholly trash, the errors aren't becoming more apparent over time.
    1
  11013. @AuidTTQuattro2003 Yes they do. They run between Sparks and Fremont many times a day.
    1
  11014. 24 months (and FSD semi) are beyond my horizon.
    1
  11015. Glad you liked it!
    1
  11016. It's tricky. Do you build them before there are cars, or buy cars before there are chargers?
    1
  11017. Not sure
    1
  11018. You sound like all there Nikola, Lucid, and Vinfast guys before you. Your argument without evidence tells me you're just hoping for the best. Your rage tells me you already know these numbers are right.
    1
  11019. Their life will begin in about 3 years when the new generation of vehicles are produced. Until then they're going to bleed like crazy.
    1
  11020. We agree!
    1
  11021. Is that the latest? Oh man, I can't imagine how THAT works. I can think of a half dozen easier targets than a new model delay. I don't even know how that would work!
    1
  11022.  @stevencastellanos8063  That's going to be an impossible sale. 20k S/X sales vs 160K 3/Y sales? I mean... okay? Go for it, I guess? Thing is, Elon doesn't back down from legal challenges, so prepare to waste ALL the money in legal fees, Bloomburgler.
    1
  11023. Let me guess, rockets can't be re-used, Starlink is a boondoggle, the Cybertruck will never be made, and they'll never sell a $35k Model 3? We're past that.
    1
  11024. Him or me? I definitely don't because it isn't my game. Matt does. His track record has been exceptional.
    1
  11025. We A/B test nearly every video's headline and thumbnail. If people were compelled to watch with softer headlines, they'd rise.
    1
  11026. I don't believe you. If that's the case, you've already decided you want one, and there are other factors that could sway you. If there aren't, you'll never be on board. You'd just move the goal posts to "and he also needs to sell his shares."
    1
  11027. You got that right!
    1
  11028. They've apparently got enough for 130k (or thereabouts) of Cybertruck production. Stationary storage uses LFP, so those are entirely different.
    1
  11029. He does offer motivational speaking, so he seems well qualified.
    1
  11030. The market segment is used interchangeably with Premium. It is inarguably a premium car. John McElroy did a whole segment addressing why industry people call it that.
    1
  11031. I never considered air density, but that makes perfect sense. Also like you're use of "below zero" to clarify. Not sure how many will pick up on it, but it's an elegant solution.
    1
  11032. Highest satisfaction of any car surveyed disagrees.
    1
  11033. You're on the wrong channel. We don't engage in blind foolishness here. Literally everyone knows better. Maybe try posting FUD where the casuals hang out.
    1
  11034. They're still using annualized rates.
    1
  11035. Very good points. I'll accept my cabbie being a scary driver before I'll accept it from a robot.
    1
  11036. Maybe. They said the same thing about Cybertruck though, and I now disagree with that.
    1
  11037. Re-add Lidar? Which brand are you talking about? Tesla has never had Lidar. It's implemented in a rooftop configuring during ground-truthing before release of a new model, but it's never been used on a production vehicle.
    1
  11038. I don't let what haters think get to me. They're playing caricatures of themselves. We had a lovely time meeting and it was a wonderful weekend.
    1
  11039. Glad it was helpful!
    1
  11040. Still likely under $20k. If they build something like this in Mexico, the savings could still be realized. The biggest additional cost would likely be for a higher capacity battery.
    1
  11041. That's what true leadership looks like, apparently.
    1
  11042. We don't have to look to the news. Those are his words.
    1
  11043. @Mondo Monk that is a very good question. In other locations the buildings were separate, but this is one big beast, so it's a fair question.
    1
  11044. The math isn't quite that favorable. 500k miles would cost you more than $5k in tires alone, and you'd definitely have suspension repairs in that time. At 35-cents you'd lose your shirt. The battery may last 500k, but the car itself will not. Also need to factor in all the miles that will be driven without a fare.
    1
  11045. There were a couple who got closer than me, but even the ultra-bulls didn't see this coming. I've seen literally no one who made an estimate above the actual number, which is rare. I don't think that's ever happened before. Poor GoJo is running out of spin. This was my least accurate estimate ever, and by a LOT, but I was still 300% more accurate than Wall Street. That's not me bragging, that's me scratching my head how on earth these clowns are still getting paid to do what is clearly very bad work.
    1
  11046. I hear ya. Makes sense to wait and see. There will be a time when they aren't targeted, but whether that's in months or years remains to be seen.
    1
  11047. The design element no one asked for.
    1
  11048. He's not cutting FWA. He's cutting funding. The FWA still remains. You're free to find that an acceptable outcome, but it means that some of the most valuable people and programs have been axed without actually addressing the stated issue.
    1
  11049. Interesting. Thanks for introducing me to this.
    1
  11050. I typically don't cover politics until it spills onto the production and delivery report. In this case I'm covering it because the places I'm invited to speak are getting shot up. His behavior is now becoming dangerous for people like you and me. Is that politics?
    1
  11051. We know what's going on. Nothing. Will keep you informed as new info becomes available.
    1
  11052. To my surprise, the stock didn't really move all that much.
    1
  11053. Seems to be under Tesla proper.
    1
  11054. What did you want them to do with those chips when the building isn't ready? I'd complain of they spent all that money to put it in storage.
    1
  11055. The outline of the building still shows up on Google Earth. I can add that one.
    1
  11056. There absolutely is. You're thinking about energy all wrong. Think of it less like electricity on demand, and more like how our water is delivered. With water, you get what you get, and you manage it. Power can be the same way. These chargers have batteries on site that can charge up at night when there's a surplus to charge cars during peak demand. That's effectively a reservoir. Ford Lightnings are already giving power back to the grid in Texas at times of peak demand.
    1
  11057. I don't see how.
    1
  11058. I didn't ask, but I'm confident it lacks the sophistication to do that. It just tracks your eyes to make sure they're on the road.
    1
  11059. Thanks again!
    1
  11060. Glad it was helpful!
    1
  11061. You saw my delivery experience. Absolutely painless.
    1
  11062. But why now?
    1
  11063. Seems you may be correct, though the differences in the front casting from the second half of the video are still pretty remarkable.
    1
  11064. Probably not. Seems like it would be illegal, unless it's from before the whaling ban.
    1
  11065. I'll be surprised if we get to L3 in the next year
    1
  11066. Where in the video were you? If you see me around in the future, you're certainly welcome to say hello. Which parts did you disagree with?
    1
  11067. I forgive you. I don't want to, but your mom insisted it be a condition of the NDA.
    1
  11068. I lack the authority.
    1
  11069. I suspect that is awaiting approval locally.
    1
  11070. Right? I'd love to drop a tidy mint and get an old project car made into an EV, but it really isn't a practical approach for very many consumers.
    1
  11071. Wow, so you've NEVER seen my other videos? Well welcome! How cool is that! Well, stick around a while and you'll understand how laughable a claim like this is, but in the mean time, sit back, grab some popcorn, and enjoy the show.
    1
  11072. Sounds great! See you soon.
    1
  11073. That's nothing. You should see the soup!
    1
  11074. Thank you again!
    1
  11075. I don't follow my gut. Gut feelings are often wrong. I follow the stats. We'll know better when the next STEM graduate survey is published.
    1
  11076. Okey dokey.
    1
  11077. Glad you enjoyed it. They don't perform well on the channel so your kudos is appreciated.
    1
  11078. Joe? No. His agent? Yes.
    1
  11079. Deal!
    1
  11080. This is exciting even on the more pessimistic timelines we've seen.
    1
  11081. Took me a second to get that one.
    1
  11082. I have no hate. I have lavished praise on many non-Tesla EVs. I'm just looking at the sales data, which isn't great.
    1
  11083. These analysts are paid ridiculously and they're seldom better than a coin toss.
    1
  11084. Ha ha, good one!
    1
  11085. I'm not sure there's enough demand during off-peak hours to rack up that kind of mileage per day.
    1
  11086. Martin Marietta was the general contractor.
    1
  11087. Bragging how?
    1
  11088. Thanks! Will do!
    1
  11089. Thanks so much!
    1
  11090. This is already fairly universal.
    1
  11091. You and I might not, but a lot of people do.
    1
  11092. I'll take it!
    1
  11093. I hope not, but they need to pivot quickly to if they want to make it.
    1
  11094. Finding median and mode average car prices is extremely difficult. I guess that means the whole world must be pretty stupid in your estimation.
    1
  11095. Will be covered in today's video.
    1
  11096. You pretend to be regular so I'll care what you think, but you know literally zero about me, including where I live. I mention it literally ten times a month, but you somehow missed it? What lies. Take your fake nonsense and head out. You do no research but have all the answers? If you worship a human, seek help. Get some therapy, get some Jesus, and get your head straight.
    1
  11097. Which of us doesn't get China, and what did we get wrong?
    1
  11098. Your Model 3 example is more accurate. The Honda & Mazda both have front engines, so keeping the weight over the drive wheels is what helped them. Cybercab should be fairly well balanced, but I agree the concern is overblown.
    1
  11099. Because Dan SWEARS he has nothing to do with the ADAS on other vehicles.
    1
  11100. Well, you know how it goes when zombies are on the brain. You see kids dressing up as them, decorations everywhere. Clearly Halloween is at the end of October, and Tesla doesn't want to step on people's Halloween plans. If it was me, I'd launch it that last week, but not on the weekend. ;)
    1
  11101. It's so intimidating!
    1
  11102. I don't think that happens anymore. We've watched blatant manipulation that went unpunished, but things have gotten loosey goosey since then.
    1
  11103. Guesses are just guesses. What they'd finally make is a qualified estimate!
    1
  11104. Almost surely not. SpaceX is a whole separate company. :/
    1
  11105. Your speculation isn't fact.
    1
  11106. A car that doesn't exist utilizing a patent that can only disinfect is not sound projection.
    1
  11107. They could lose billions a year and still have cash on hand. I get that you're trying to be funny, but it didn't really land.
    1
  11108. Unfortunate.
    1
  11109. Maybe so, but why now when the product is still so far from release?
    1
  11110. Are any of these open to outside operators? I'm only aware of the ones at their depots.
    1
  11111. Thanks Joseph! I didn't appear in my videos for quite a while in the beginning, and until I found my audience, it was still a struggle. It helps that I've got the lighting and studio reasonably dialed in, but the comments in the early days were seldom this kind.
    1
  11112. Chicago is not the coldest city where EVs are common, not even in North America, yet it was the only one where these problems occurred. It's almost like there's something isolated to the area, rather than the technology.
    1
  11113. Neat!
    1
  11114. It's getting cleaned up later this week. Just had to take the plunge. More info coming in a video tomorrow.
    1
  11115. Yes. Those with reservations above 200,000 have already been allowed to configure and take delivery. Many are stalling.
    1
  11116. So many departments are already switching to EVs. The idea of leaving a gas engine idling all day just to have them run-ready and keep the electronics running seems ridiculous, and wastes so much fuel. The rarer (but safety critical) element people overlook is that when it comes to performing a PIT maneuver, the low center of gravity adds a ton of stability. Electric cruisers already makes sense, but this takes it to a whole new level.
    1
  11117. Correct! If they just let it all run in without detention ponds it would be so muddy it would create serious problems downriver.
    1
  11118. You can tell his official staff makeup artist is gone because he's back to full on brownface. Not ideal.
    1
  11119. Try it out and let us know.
    1
  11120. You gotta let that go.
    1
  11121. Probably a better place for it. That's where it's from, after all.
    1
  11122. Glad it was helpful!
    1
  11123. They have over 2500 acres. That's four square miles. They have enough room to expand.
    1
  11124. You okay there?
    1
  11125. Military spending and factory construction are two different pools of money.
    1
  11126. What are you doing here, Craig? Your understanding of NHTSA rules is bewildering. It borders on performative, but it's hard to say for sure. Tesla is not limited to 2,500. THE ENTIRE INDUSTRY is limited to 2,500, barring issuance of a waiver. Waivers have already been issued. You think you know something that Cruise, Waymo, Tesla, Zoox, MobileEye, Comma AI, and ALL THE OTHER players haven't figured out? They'll be everywhere. Even you have to know that.
    1
  11127. Volvo and Polestar are made in China, though Polestar just opened a US factory.
    1
  11128. It would be crazy.
    1
  11129. You're in!
    1
  11130. Awesome. Hope their output is reasonable.
    1
  11131.  @mdhofstee  I'd say that's pretty unlikely, considering they lack the experience Tesla/Panasonic has in optimizing production space.
    1
  11132. That can work anywhere, and apparently is already in use in California.
    1
  11133. They haven't been built yet, so no.
    1
  11134. Good question!
    1
  11135. It breaks my heart to see the comments on his Nikola videos. SO many of his loyal followers describe the fortunes they've lost by believing him, but insisting they are "strong" and still have faith. He knows the reality. He studies them closer than anyone. These good, honest people come to him for guidance and he's led them off a cliff. Not an unpredictable outcome, he knew better.
    1
  11136. It isn't quite as linear in EVs.
    1
  11137. Video on this topic will be out tomorrow.
    1
  11138. My brother is the kind of contractor it wouldn't work for. He's all over the state. My brother in law was a roofer and seldom left the county. It would have been perfect for him.
    1
  11139. I also think each ramp could be easier than the last.
    1
  11140. You and me both!
    1
  11141. What's the breakdown on the $90 billion?
    1
  11142. That's what I've heard it called.
    1
  11143. Yeah, I think I divided by 2 instead of 3. Sticking with it though. We'll find out in the morning.
    1
  11144. I'll keep that in mind, thanks. I appreciate the feedback!
    1
  11145. I used a lot more arrows on the update a couple days ago. Hopefully a step in the right direction. :)
    1
  11146. I didn't make the thumbnail. No idea what the reasoning was. Maybe it's the pretty one?
    1
  11147. If simply having access was enough, it would have already happened. This just isn't how computing works on systems like this. It would be less like copying software and more like copying a link to the folder that contains it.
    1
  11148. No one is saying they can't be successful in China. If they want to go worldwide, it's a problem.
    1
  11149. A 300 million year old fern isn't a fossil? I guess it's using the other definition, which is that it's just very, very old.
    1
  11150. Thanks!
    1
  11151. That's always been the policy. It's due for a "paperwork reduction act" improvement, but nobody (apart from Tesla) supports it.
    1
  11152. Say, you may be right. Looks like our entire body only consumes 100w.
    1
  11153. I get the strategy. They made it easy for big publishers to mass-address copyright, since they were the ones most likely to have problems with it in the early days, and they've never revisited the policy. They wanted networks to feel comfortable that they were in control, and probably didn't imagine there would be hundreds of independent channels covering the same one-minute clip as a network, and that network abusing the system as egregiously as they have. This is where we are. Time for a new policy, guys.
    1
  11154. Checked. Your number is correct. 100w is for the entire body.
    1
  11155. Badger was never anything more than a mirage, sadly.
    1
  11156. Maybe, but I only see that happening if FSD is solved by only one or two companies. If it's JUST Waymo or Tesla or both, they can unleash the money printers while everyone else catches up. But if it's like other disruptions where a bunch of companies solve it all at once, it will quickly become priced as a commodity. If only one company had voice-to-text sorted out, they could charge whatever they wanted for it, because it's plain worth it. Since everyone cracked it at the same time, it immediately became a free, standard feature. If you try to charge $500k for a feature MobileEye will give you for $2,000, you're not going to have many customers.
    1
  11157. "Any color the customer wants, as long as it's black.” - Henry Ford
    1
  11158. That's a risk with compliance cars. :(
    1
  11159. That's a sobering reality. There's competition overseas, but it's lonely here.
    1
  11160. It's more about vibration insulation.
    1
  11161. @jkm He literally just told you what it will take to believe they're in production. Hostility isn't helpful.
    1
  11162. Glad you liked it!
    1
  11163. Give or take.
    1
  11164. Thank you so much!
    1
  11165. The trick with rail in the US is that we almost never invest in additional capacity.
    1
  11166. You're on the right track. Total footprint is closed to 390Ksm so 350 (while still too high) isn't insanely so. I was going to run it as 60% and 80% covered. As for the rest of it, I'll take a look!
    1
  11167. You're welcome!
    1
  11168. That paints quite a picture!
    1
  11169. Was afraid I'd run out of time before this morning's departure, but I got through it!
    1
  11170. No one is forcing you to buy a Rivian, Lucid, or anything specific. Plenty of great electric cars below the national average.
    1
  11171. My pleasure!
    1
  11172. You're not alone.
    1
  11173. That is a serious obstacle.
    1
  11174. Glad you stuck it out. GM is indeed very likely to survive, it's just going to be a tough road, but that's that's true for nearly everyone.
    1
  11175. Thanks! The encouragement is very appreciated.
    1
  11176. Sounds like fun.
    1
  11177.  @carrtb  It's very likely this person didn't see that video. I'm not sure what I could have done to better describe the video. It's about batteries, Cybertruck, current and future factory construction. It covers a lot of ground.
    1
  11178. @Adamas97 I don't know why you'd say that. There's timestamps for each question to make it easy to see what they are and skip to the parts that are relevant, but it's not only about Giga Texas.
    1
  11179. Where do you guys come up with this? Has no one taken high school level physics?
    1
  11180. Thanks Jim, you too! We let the kids open 2 presents tonight. They get the rest in the morning. ;)
    1
  11181. I heard the same in 2019. The company is on vastly surer footing today.
    1
  11182. Right? The whole point was that the steel was expected to go up quickly, and we believed so because they had the appropriate equipment onsite to ensure it could happen.
    1
  11183. Nobody care. If voters don't like him, he's out. Done and done. Let's keep working toward the mission.
    1
  11184. All wheel drive does seem more about performance than efficiency.
    1
  11185. Awesome to hear it.
    1
  11186. Fun fact: the United States has somewhat more distance of railway. Like 30x more. Have you driven across the US?
    1
  11187. I imagine we'll start seeing them on the road, though now that you mention it, I don't think I've seen any Lyriqs in the wild yet. I've seen a few Hummers, but they've been out longer, and are a lot harder to miss.
    1
  11188. Thank you!!
    1
  11189. That's the CAPTCHA. You have passed. But then again, isn't that exactly what a clever robot would do?
    1
  11190. I am confident he watches at least some of them, at least some of the time.
    1
  11191. Appreciate that. We're just trying to spread the word, with a bit of fun. 🤘
    1
  11192. Glad you enjoyed it both ways. Between us, we have a lot of much deeper info we don't really get to share in the old format, so maybe this leads to some interesting things.
    1
  11193. Interesting. They could do that, but I'm not sure if it would reduce the cost. Every dollar doesn't on that would incur an equal amount in tariffs.
    1
  11194. Well said!
    1
  11195. It's SO helpful.
    1
  11196. A bigger piece of a smaller pie just means the pie is smaller. It's also a risky move. More eggs in one basket.
    1
  11197. That's the Airline pricing model for you.
    1
  11198. There's good money in the grift, but I just can't do it. I won't tell you the sky is falling when it isn't, and I also won't tell you everything's sunshine when it isn't.
    1
  11199. Trade offs are seldom that straightforward.
    1
  11200. But Honda is selling Blazers as Prologues and Acuras.
    1
  11201. That is awesome!
    1
  11202. Prototype. Say it with me: prototype. I believe in you!
    1
  11203. It looks to me from every news aggregator I can find that it's not the aggregators showing bias, but the headlines more generally. Even if I go to ten separate news sites and grab the first ten headlines I find, they're mostly bad. Would be interesting to look at. I'll kick it around and see if I can figure out a way to make it work.
    1
  11204. You're welcome! I figure every bit of clarity helps speed up understanding. And thanks for being one of my earliest subscribers!
    1
  11205. I think that's an even better use case than we have today.
    1
  11206. He is a bit on the bullish side.
    1
  11207. Lower oil prices makes refiners shut down. No amount of drilling is going to change that.
    1
  11208. That would be hilarious.
    1
  11209. Who has excessive "ums"?
    1
  11210. There were about a dozen reported fires last year, but they've sold millions. That's much less fire prone than anything powered by 'splodey juice.
    1
  11211. How do you mean? In the US they sell both 5 and 7 seat versions. Do you mean why not in other markets?
    1
  11212. They're trying to prop up the domestic market by keeping the competition out.
    1
  11213. Appreciate the feedback!
    1
  11214. EVs are far less likely to burn than internal combustion cars, and Teslas even less so. It's so rare that it literally makes headline news. As far as the quickness, that's just a byproduct of having an electric drivetrain. You're under no obligation to drive fast, and despite their speed, Teslas are not more prone to crashing than other vehicles.
    1
  11215. We just gotta get it on the road.
    1
  11216. Excellent suggestion, thank you for bringing something material to the discussion! I have experience with Scrum and tried using that early on, but found that without inside knowledge of what was actually being scheduled, it wasn't reaching meaningful outputs without the use of the same broad assumptions. The result was a much more complicated method of reaching the same conclusions. From your suggestion, I'll address this in next week's update. The problem I see is that more data doesn't always produce different or better results. The fat cats on Wall Street are paid more in a month than a lot of Tesla YouTubers make all year, and despite their expertise and vastly more complicated methodologies, still come out with less accurate delivery and financial estimates than us. Garbage in, garbage out. What I see is a fractal where as much as you zoom in, the pattern repeats, and even with an inside look we wouldn't be able to account for the biggest factors likely to impact the numbers, which are all the externalities. Berlin would be 2 months ahead if it weren't for the dual environmental and pandemic shutdowns. Texas would be further ahead if they stuck with their 3-Phase approach instead of doing them all at once. So thank you again for this high quality comment. It is not only appreciated, but will improve the information I provide in future installments.
    1
  11217. 4680 is just the shape. So far it's only been made in high-nickel chemistry, but there's no reason it can't be made with any of the other leading chemistries.
    1
  11218. What happens if you scratch metal that hard?
    1
  11219. I hope so too, but we'll see.
    1
  11220. It looks good on paper. Real world isn't the same, and the data doesn't support your conclusion.
    1
  11221. I've been running a variation on this for the last three quarters, and they're never top sellers, but I love seeing them, and I know some select viewers do as well. I thank you for your kind words, and rest assured they'll continue getting better (and more exciting!) every quarter from here out.
    1
  11222. Literally, In every way.
    1
  11223. Are you going to max out your credit cards to take advantage of this amazing opportunity? Because if you're not, you probably don't believe it.
    1
  11224. That can be one factor. Rivian has a $9b market cap and has never had earnings.
    1
  11225. That's what I figured. There's a sweet spot, and these cars are in it.
    1
  11226. Unfortunately so.
    1
  11227. They'll be powerless to stop it.
    1
  11228. If that's a concern, why isn't his team addressing it?
    1
  11229. My credit union offers longer loans.
    1
  11230. Thank you!
    1
  11231. Have you seen the recent Norway and Sweden numbers?
    1
  11232. London is indeed very expensive.
    1
  11233. Gordo is welcome to defend himself. I've invited him for an interview in the past, and he did not respond. It would take him two-seconds to refute his hobbity stature, but he's essentially admitted he's a gnome by his willful inaction... that's his logic, I assume it works here too. ;) I think "bodies stored outside" is a fair metric for production. They have dozens of acres inside where they could store them, but even that will run out quickly if they're producing. Plus we'd see them in Joe's early morning flights.
    1
  11234. Might be the title, but it's performing very poorly. :(
    1
  11235. Seems like a suboptimal tool for the task.
    1
  11236. That math ain't mathing. There aren't fares 20-hours a day, and these cars will not last that many miles. No car does without entirely replacing just about everything several times.
    1
  11237. I doubt I'll end up getting one since I need 6 seats, but I'll definitely rent one at some point. Will need to wait for it to come down a bit from the "$1,000 for 3-days" range.
    1
  11238. A second button for hazards?
    1
  11239. Well said! Most of the critics don't offer alternatives, they just know they don't like what they got, which is sad.
    1
  11240. Who needs to see?
    1
  11241. Why would you care about a stranger's haircut?
    1
  11242. Very cool!
    1
  11243. Analysed, yes. Solved? Some of the critical elements are not yet it development.
    1
  11244. They've got a lot of money to buy people off.
    1
  11245. He appears to have the most paths toward this end. It's like if Rockefeller was in steel AND oil AND electricity AND railroads.
    1
  11246. Thanks for sharing!
    1
  11247. Production only, not deliveries.
    1
  11248.  @disturbed4733  They report production and delivery. This shows how much inventory is being built up, or drawn down.
    1
  11249. I am starting to think you may be right. It's one of my goals for the year and the big jump in the last day is really encouraging.
    1
  11250. Maybe. Though Sandy Munro believes they'll build it like I suggested in my earlier "CyberTruck will cost half the competition" video with a megacasting for the front and rear assemblies. Might be able to attach to that, but it's too soon to know.
    1
  11251. Ignore that other guy. He's a persistent troll. His issues go beyond anything you or I can comprehend.
    1
  11252.  @carholic-sz3qv  Many Europeans disagree. I lack the hubris to pretend I know better than them.
    1
  11253.  @carholic-sz3qv  Ah, okay. I understand the confusion now. CyberTruck doesn't NEED "most Europeans" to be on board to make it a success on the continent. Even a few thousand per quarter would be enough to fill a ship.
    1
  11254. The data doesn't support this conclusion. Tesla is by far the biggest beneficiary of the IRA awards, and the scrutiny started from day one.
    1
  11255. I only hold stock directly in two companies, so I can't imagine why I would buy this particular one. The only way I'm getting any Nikola is if a mutual fund I have buys into it, and that looks pretty unlikely at this point. I'd love to be wrong, and I still can be, but as of today there is no evidence I can find to suggest Nikola will survive past the burn of their current cash reserves. They were burning over a $1M/day before the factory got into high gear. I'm deeply concerned about what we'll learn when the Q1 financials are released.
    1
  11256. Get better material. That hits l horse apple buffet doesn't work here.
    1
  11257. Would you look at that? Yet another ghost account with no real history posting negativity. You gotta mix it up, my friend, or people will start to suspect you're not entirely on the up and up.
    1
  11258. Manz AG.
    1
  11259. There will never be a perfect system unless all vehicles are on automated systems, and even then there will be unexpected road hazards like falling trees, landslides, and lightning.
    1
  11260. Glad you liked it!
    1
  11261. Wow, how fun! A guy who clearly admits he has no idea who I am telling everyone what he IMAGINES I am. That's pretty lazy and a bit reckless. Especially fun when he cut all the context to what I was actually saying. By the way, he IS offering investment advice. That's his entire business. That's what he sells.
    1
  11262. Didn't really make a change.
    1
  11263. I learned stick in a work truck out in a field. I was being serious.
    1
  11264. I haven't seen anything that would suggest it can't identify objects. It spots thing I don't see, especially at night.
    1
  11265. Vielen dank!
    1
  11266. That's right, Mega. Many companies are building them, but few are able to compete with the speed, scale, and software, and none are yet as good on more than one.
    1
  11267. Message me on X or send me an email (it's listed on the ABOUT page) and let's connect.
    1
  11268. Nothing but the finest renders fiver has to offer.
    1
  11269. I knew they were more than that, but I had a number of misconceptions I'm glad to have cleared up.
    1
  11270. Glad you enjoyed it!
    1
  11271. Thank you!
    1
  11272. I mean, I hope.
    1
  11273. I'll go try that.
    1
  11274. Still on the drawing board, I imagine. :(
    1
  11275. Thank you so much!
    1
  11276. So your streak of brilliance is "Nordic countries don't exist?" If you're going to be dishonest, at least have the decency to be clever.
    1
  11277. It's desperation. If I was drowning and all I had to grasp at were straws, I might do the same.
    1
  11278. Always have. It's nothing new.
    1
  11279. You bet!
    1
  11280. You bet! And thank you so much for the contribution!
    1
  11281. Ok
    1
  11282. Can't win 'em all!
    1
  11283. It's the topic of tomorrow's video.
    1
  11284. There is significant overlap between fans of the two companies, even if you're not among them.
    1
  11285. YouTube is blocked in China. What little content we get has to go out through VPNs, which are also sort of illegal.
    1
  11286. My buddy bought a classic Miata for days like that. He's sad he couldn't go electric, but there's just nothing like it available, and certainly not at 2nd hand Miata prices.
    1
  11287. Bit of building off of each other, I think. Though I did say on the Twitter Space that the stock would tumble after the day of fantastic news from the shareholder meeting, which it did. Classic market reaction to good news. :/
    1
  11288. You and me both!
    1
  11289. Brandy is the real example. Hennessy and Remy Martin are among the hardest hit.
    1
  11290. Funny. Loads of comments are saying the exact opposite.
    1
  11291. Tesla has always had diversity policies.
    1
  11292. I've seen the horses. Didn't realize there were other herds as well. Neat!
    1
  11293. When you lead with "fires" the rest of your comment can be ignored. Detroit spent 20 years ignoring the new players and it's put them so far behind they may not survive. Legacy auto has woken up. Will you?
    1
  11294. It's finished. They thought they'd need the entire footprint to hit 30GWh, but have exceeded that with far less space.
    1
  11295. In my market it was Cal Worthington who drove everyone crazy. He'd stand on his head to make you a deal. He'd kiss this monkey!
    1
  11296. Same.
    1
  11297. I love California, but the cost of housing is pretty staggering, and the state income tax is kind of a deal breaker in my view. If I had to live there for work, I would, but sales tax PLUS income tax? I dunno, man. Have to wonder where all that money ends up.
    1
  11298. I don't press and hold, and it works for me.
    1
  11299. Unclear, but the supply is certainly increasing.
    1
  11300. Very nice!
    1
  11301. There are companies looking into it, but the economics are challenging.
    1
  11302. Crazy, isn't it? Most were certain they'd dominate.
    1
  11303. He needs to know it's time to vote.
    1
  11304. @muckfoot-4093 You're not a member and you can't vote... see how easy that was? My claim makes more sense than yours because nobody who supports the union's efforts would be as pointlessly and needlessly rude as you are. If you hired someone to go around leaving comments that make the union look bad, they would look exactly like yours. Why an actual union member would do that defies understanding. It's like the guy who got beat up by cops for trying to file a complaint about excessive force. It's dumb, but it happens.
    1
  11305. 2/10. You can do better. Nobody is still pretending it won't be street legal.
    1
  11306. Please read through the comments.
    1
  11307. But surely they must be worth more than the entire global GDP, right? ;)
    1
  11308. Glad you enjoyed it!
    1
  11309. Glad you enjoyed it. With the news of hitting 400,000 terminals and the revelation of how v2.0 will be configured and launched, it seemed like a good time to cover this topic.
    1
  11310. Is it? Guess I don't have anything to compare it to.
    1
  11311. Define "play".
    1
  11312. I've never been wrong on one of these companies before, and my hit:miss ratio is above 95% on individual products. Maybe you're right and I fudged this one all the way to the Wonka factory... but the odds are not in your favor.
    1
  11313. You bet! Thank you so much!
    1
  11314. There is zero risk of that happening within even our grandchildren's lifetimes. Let's focus on making it survivable for them.
    1
  11315. This is true. Even if they get to ten a day (which I'd wager is still pretty far on the horizon,) that's only 120 cars or 100 CyberTrucks per day worth of batteries.
    1
  11316. Appreciate the correction, I'll add it to my research.
    1
  11317.  @dmitchellhomes  You have your personal experience, but that's not always representative of the greater experience. Many places lack good options for charging, and will likely continue to do so in coming years. I think a lot of people are on the flip side of your "fanboi" sentiment, seeing your hostility as less of a counter than an attack. While you're (almost surely) right about how many CyberTrucks there are, there have been plenty of criticisms you've leveled that weren't as factually based. For example, the electric F150 (before it was called lightning) was announced six months before the CyberTruck unveiling, with deliveries to begin in 2020. Now they're targeting Spring 2022. I suspect they'll hit that target, but that doesn't change how massively their timeline slipped. Building a new EV is difficult. Not just for Tesla, for everyone.
    1
  11318.  @dmitchellhomes  May of 2019 when they first showed it. Remember it towing a freight train? "Deliveries nex year."
    1
  11319. I featured it in two other videos. It was much too exciting to try to jam into this one.
    1
  11320. My Oct 2023 build has never had phantom braking. Hopefully they're still addressing it on other builds.
    1
  11321. Just such a silly everything about that poor cat.
    1
  11322. Bear in mind this is Ford's first effort, and it's not planned to take over a very significant percentage of their current F150 sales. It can't. It's going to take years to build up enough battery supply capacity. I imagine once they're getting around 200k sales a year they'll be able to justify a whole new platform for it, and as ICE sales diminish, they'll just stick with their current design for those until the bitter end rather than redesigning the gas version. Basically the lack of love and attention they're giving the EV version today will soon switch to their ICE version being the forgotten step-child.
    1
  11323. Wow man. That's a pretty exceptional compliment. Thank you!
    1
  11324. Those are really bad examples.
    1
  11325. Vinfast is a very big question mark at this point.
    1
  11326. All the export models tested well on Euro NCAP, which is a very strict test.
    1
  11327. That's a fair point. VERY few people tow anything bigger than a jet ski with a car, and everybody I know who has had those also had a truck. The EV towing test videos I've seen usually involve towing a substantial trailer or another car. Those would be better suited by something heavier like a truck.
    1
  11328. You should drive one.
    1
  11329. I bet you're right. Such a symphony of management.
    1
  11330. All true.
    1
  11331. Fair, fair.
    1
  11332. Those don't exist yet. There are millions of cars already on the road, and Elon has made clear that they will all be Robotaxi capable. What we do know is that original target price is never met in the early years, and often never.
    1
  11333. Hadn't even considered that.
    1
  11334. Been talking with a furious hater on Twitter who works in aerospace in Europe... yeah, we know we HE hates Elon. He's not paid to be awful and dishonest online, but his career is absolutely in danger.
    1
  11335. It's already been normalized, and you and I had no part in it.
    1
  11336. I am. For videos that go to Patreon, I keep the ads turned off.
    1
  11337. Very strange. Thanks for the info.
    1
  11338. I appreciate that!
    1
  11339. Except that they couldn't build them fast enough. :(
    1
  11340. 800 videos and literally no one has ever said that. Do better.
    1
  11341. Well said.
    1
  11342. 38k miles a year? Sounds legit.
    1
  11343. I'm confident I'd do a better job in the role, but also that there are plenty who would do the job even better than me.
    1
  11344. They are, but that's a separate company.
    1
  11345. A good question. Best to check with the company on that one.
    1
  11346. No, I had them switched in my head. Sorry for that.
    1
  11347. Very welcome
    1
  11348. You bet! I spent a summer waiting tables in Coulee City at a family member's restaurant. The heat can get pretty exhausting, but at least it's dry.
    1
  11349. I'm less concerned about that since it's what I've been hearing for 25 years, but diversifying the supply chain is always wise.
    1
  11350. Totally agree!
    1
  11351. That's in a video I have coming up, but I bet you already know the reasons. First is that it deflates the sensationalism of the headlines, and second is that the numbers are only quickly and effectively broken out in China. And for reference, Model 3 sales this year have been way up in China.
    1
  11352. Bro...
    1
  11353. If it works, it works.
    1
  11354. There's a lot of tax spending I don't directly approve of, but that's why we have elections, innit?
    1
  11355. Thanks 👍
    1
  11356. I didn't find it so much infuriating as unfortunate.
    1
  11357. No idea what that has to do with this. What am I missing?
    1
  11358. No plans on it that we're aware of. It's a logistical challenge and would reduce cargo weight capacity.
    1
  11359. Which one?
    1
  11360. Fairly far behind schedule, as far as I can tell.
    1
  11361. I'm not in it for the short term, so I'm not worried.
    1
  11362. Vinfast is here. People have reported getting them for $160 a month, yet people still aren't lining up. That's a grim outlook.
    1
  11363. Having seen this, I have higher confidence in the sub $30k price point than ever before.
    1
  11364. I think the answer you'll find is inconsistent. Unlike the cars rolling out the door, which has to happen sequentially, some on the chargers may sit longer than others. During high volume times they may only charge to 65%, and low volume times might set every one to 80%, and some may just be sitting idle while they wait for it to be moved.
    1
  11365. Lot of cost and engineering, then multiply it by 50,000 just to cover the existing ones. Pretty expensive.
    1
  11366. I made that mistake at $1,200 pre-pre-split. Live and learn.
    1
  11367. That may have given them a leg up in the 20th century, but the age of copying is over in China.
    1
  11368. Yes, but I gotta save something for the 8/2 update. My Twitter poll is saying I have to do the LUCID interview first, so that's what I'm working on right now.
    1
  11369. Realized that this morning. Amazing!
    1
  11370. I've met a lot of Bolt and Leaf owners, and all of them loved their cars. Like you said, it's not for everyone, but as long as you have realistic expectations you should be fine.
    1
  11371. Fewer still if he spoke like he does when he understands investors don't owe him anything.
    1
  11372. Great to hear! They're awfully neat.
    1
  11373. The risk in that case is limited to opportunity cost. A buddy convinced me to put a sell order if it hit some crazy, pie in the sky level, which I did. I sold enough shares in 2020 to recoup my entire initial investment, so what I hold now is entirely "house money." And it was the worst decision I made. In the future, I'll look at other investment decisions these "advisors" make before deciding whether or not I should listen to them.
    1
  11374.  @richardalexander5758  I'm not bitter about the decision to sell a small part of my Tesla position, even though in hindsight it was a lackluster move. I've still done better on the funds I pulled out to put into other things than I had been seeing for ages in my previous investments. "No Ragrets"
    1
  11375.  @richardalexander5758  You clever bastard. I also bought FUV (I'm guessing you're similarly a fan of Zach & Jesse.) I bought FUV and ARKK with my proceeds. I hold TSLA, FUV, ARKK, and QQQ (though QQQ is a holdover from ages ago, and I don't follow it closely enough to recommend for or against it.)
    1
  11376. There's a LOT of daily stuff to cover.
    1
  11377. Perfectly reasonable.
    1
  11378. EVs need charging. Whether it's wired or wireless, human or robot operated, you still need massive amounts of juice. The department that handles planning and permitting for high voltage is gone.
    1
  11379. Agree. Kia does have a history of making vehicles, but this is a bit different.
    1
  11380. Had to. Mahk did the world a favor by exposing the stupidity of those so-called awards.
    1
  11381. Good point, thanks!
    1
  11382. That's physics for you.
    1
  11383. Thanks! You too!
    1
  11384. Bring it on!
    1
  11385. Tesla has already sold millions that might suit that purpose better.
    1
  11386. I know, right?
    1
  11387. Thank you so much!
    1
  11388. If only there was some company we could invest in that's well positioned to capitalize on this transition. ;)
    1
  11389. Sometimes they mean less tax.
    1
  11390. It may indeed. Kinda makes us wish they didn't water down the value of the term with endless nonsense.
    1
  11391. No idea. IRS says it qualifies.
    1
  11392. Happy to answer this here (I answered elsewhere, but I think others might want to see it too.) I haven't heard anything about suppliers being provided with schematics for new Tesla parts with any code names apart from Highland. It seems extremely unlikely to me that it will happen this year, since the time from new parts validation to a vehicle rollout is generally at least six months. With all the focus going into CyberTruck, I'm surprise they're tackling Model 3 at the same time, but Model 3 is easier to refresh than Model Y since it's only built in two factories rather than four. Also, the Model 3 is in much greater need of a refresh since it came out almost 3 years earlier than the Model Y.
    1
  11393. Depends how much longer you want to see cars made in America.
    1
  11394. Boom!
    1
  11395. If it's being road tested, AZ licensing will show the miles. It's tough to find the info though because Nikola has a slew of similarly named subsidiaries. Last time I looked it up, it took HOURS and I could find a grand total of zero road miles reported. If that's changed, please share the link.
    1
  11396.  @lockbert99  There is no approval process. They just have to register with the state and report the miles. You should not be happy without road testing. That suggests they are a lot further from production than even I suspected.
    1
  11397. Often great advice regardless of the brand.
    1
  11398. Bellevue Square Mall in Washington state.
    1
  11399. We're tinkering with one of those as well.
    1
  11400. All depends on your time horizon.
    1
  11401. Thanks 👍
    1
  11402. @matthewwebb6001 The turning radius of an F150 is 20.6-25.5 feet. The Cybertruck does it in less than 17 feet, which is a 15% to 30% improvement.
    1
  11403. The federal government isn't forcing you to do anything. State's rights are meaningful. This is in the video, but states have every right to stop polluters from destroying the skies.
    1
  11404. I can answer that! I'm not aware of shuttles in Fremont, though they may have some. In Berlin & Shanghai, they have (what appear to be) their own bus service bringing workers in from various parts of the city. In Texas they have old school buses they have used in the past, and likely still do. During the height of the summer swelter, they were temporarily replaced with fancy coaches, presumably for air conditioning.
    1
  11405. Looks like it! Getting pretty excited for it.
    1
  11406. Appears so. It can recover, but before you can heal, you first have to stop the injury.
    1
  11407. I don't see VW having the brand loyalty in China that would push a buyer to consider it without an added value proposition. If it isn't better OR cheaper, buyers in China appear unlikely to consider it.
    1
  11408. Not an unreasonable theory.
    1
  11409. Thanks, will do! Next week's update is already looking like the quickening pace is continuing, which is exactly what we were hoping and expecting to see.
    1
  11410. It's trained on billions of miles of real world driving. This doesn't exist in the real world.
    1
  11411. It's a pre-emptive move to more accurately represent progress on inevitable weeks with smaller gains. Appreciate your patience.
    1
  11412. That's my hope. It's often wrong, but that's how so many of us were able to spot the opportunities in Tesla others overlooked.
    1
  11413. Thanks for watching. 😂
    1
  11414.  @aurelio-reymilaorcabal9669  Ouch.
    1
  11415. Significantly. At least 4x.
    1
  11416. That was the hope
    1
  11417. I hear you, I'm sure they're working on it. Maybe even just go to the full diameter of a standard tunnel for good measure.
    1
  11418. Glad you enjoyed it!
    1
  11419. I think so too!
    1
  11420. Thank you kindly!
    1
  11421. Very much appreciated!
    1
  11422. We are all part bull on this blessed day. But for real, I joke around a lot in these videos, and when I realized "per minute" didn't look good aesthetically on the chart, I went with silly instead. I'm just glad to see people are paying close attention!
    1
  11423. They know what drives clicks.
    1
  11424. Did you watch the whole video?
    1
  11425.  @frankhoffman3566  Fair point. My audience does have a bit of a built in bias.
    1
  11426. Well, I mean, it IS all over the media, isn't it? I had dozens of articles to choose from.
    1
  11427. Did you forget to watch the video?
    1
  11428. The goal is electrification. There aren't enough EVs already without imposing artificial limits.
    1
  11429. That would be an excellent first use case.
    1
  11430. Thanks, will do!
    1
  11431. Not me. When I pay peanuts, I expect a circus!
    1
  11432. I appreciate that! It's an awful lot of work, but it's worth it.
    1
  11433. It already works for a significant segment of buyers, and it's constantly improving across all brands. Hopefully it will be a non-issue within the next 5-10 years.
    1
  11434. Thanks for watching!
    1
  11435. Thank you for the correction on terminology.
    1
  11436. First mover is likely to have a serious advantage.
    1
  11437. You can heat your apartment with a George Foreman grill, but it's not the same thing.
    1
  11438. I have. Many times. I guess you chose not to watch those videos. I can control what I make, but I have no control over what you choose to watch.
    1
  11439. They're worried about their local tax dollars.
    1
  11440. Same in the US.
    1
  11441. Couldn't agree more!
    1
  11442. Hey, thanks!
    1
  11443. The video was completed before that.
    1
  11444. Competition does that. It's why TVs cost less today than they did 60 years ago (without even adjusting for inflation.) As much as Sony might like to sell their TVs for 10x more, there's enough competition to make that impossible.
    1
  11445. You do love your dino juice. Would someday love to know your true motivation, because there are sincerity gaps that make your positions inconsistent.
    1
  11446. Shawn only cares about Shawn. He holds all the strikers lives in his hand, but he doesn't show any regard from them.
    1
  11447. I don't think any part of the process is more dangerous than manufacturing the battery itself in the main building. I think this is just a good spot for it to fit based on its size.
    1
  11448. Me neither. I 🙁
    1
  11449. Fingers crossed.
    1
  11450. Sure does.
    1
  11451. You have to imagine what they have internally.
    1
  11452. Landing legs are heavy. Any weight you take up means payload you can't take with you, and it also requires more fuel for the boost back, and the landing.
    1
  11453. Many states are already on board. The final few states may take a bit longer, but once the data from other states is irrefutable, they'll have no choice.
    1
  11454. It's normalized to a 100-point scale. It's just the five items, times two.
    1
  11455. I'll see if I can find anything out. I do know someone who might have an answer or two.
    1
  11456. You're already here! It's not a whole new thing where I had to move, just changed the name.
    1
  11457. Very welcome!
    1
  11458. Glad it was helpful!
    1
  11459. Thanks man, glad you enjoyed it!
    1
  11460. No. For plenty of reasons, but not that one.
    1
  11461. Statistically, no one has. That's a significant part of the problem.
    1
  11462. It's very puzzling.
    1
  11463. Okay, cool.
    1
  11464. I've dug deep to find validation of these claims for years, and the evidence doesn't exist. Russia imports almost no EVs, so I don't even know what that's about.
    1
  11465. Wow.
    1
  11466. I had a phone call about this idea earlier today. It seems it would be an awful lot cheaper to improve Lucid's design for repairability/failure than it would be for someone like Aston Martin to design from scratch. So that seems like a possibility.
    1
  11467. I'm still waiting to see evidence of them buying in meaningful numbers. It may be true, but I can't report it without data.
    1
  11468. There's a reason no one is saying that. That's an outdated notion. BYD is an innovator in the space.
    1
  11469. Thanks for watching!
    1
  11470. You know how hot castings are. ;)
    1
  11471. Makes sense.
    1
  11472. I've seen them try to tell people the loan might not get approved unless they buy the warranty.
    1
  11473. What's your hourly rate?
    1
  11474. It's math. Either it works or it doesn't. In this case it doesn't.
    1
  11475. Jeff Roberts who does daily drone footage has been kind enough to do a few overnight videos where he captures what goes on after dark. It's not a full shift as a lot of the work can't safely be done at night, so it's limited in scope compared to the full day. I think after we have a couple weeks of this we'll be able to look at the weekly rate of change to get a better understanding of the actual completion timeline.
    1
  11476. Urander.
    1
  11477. Makes sense when you consider how many of the global brands are using batteries from China.
    1
  11478. No reasonable person conflates the two... Fortunately.
    1
  11479. @Matt Skipper You'll be delighted to know Tesla has been working to secure their mineral supply chain for batteries since 2014. Well, unless you're not an investor.
    1
  11480. I suspect the problem with getting much lower than $25k is that Tesla really, really likes to earn $10-20k in profit per unit sold. It's like how Apple is hesitant to go after the lower end of the smart phone market. It's not that Apple can't get a 20% margin, it's that 20% of a small number isn't as exciting. The second issue is safety, which Elon has said is among the highest priorities, and I suspect there's a hard limit to how safe you can make something that small and lightweight. I think the entrance into the sub-$15,000 market is still 8-10 years away, but if that day comes, I'm sure they'll be uniquely positioned to make a successful run at it.
    1
  11481. This guy is not part of the media, and I seriously doubt he's part of the left.
    1
  11482. How so?
    1
  11483. Canoo needs to hustle of they want to survive.
    1
  11484. That's not how it works with this kind of software, and China DOES enforce IP infringement. The days of straight up stealing ended decades ago.
    1
  11485. https://www.irs.gov/credits-deductions/commercial-clean-vehicle-credit
    1
  11486. You knew this was coming a month ago. Math is hard but reading should be easy. Read the report. They're in serious trouble and Q2 looks EXACTLY like Q1.
    1
  11487. Agreed.
    1
  11488. My tracker shows they are on pace to "finish" steel by then, which you'll see more of in a couple days when the updated progress video comes out. It's unlikely to span the entire footprint, but it doesn't have to since interior work commences ASAP rather than waiting for other areas to hit some milestone. This building will produce several different vehicles, and one of them is going to start production before the others.
    1
  11489. Sent TO Asia? Shanghai is already the export hub for nearly all of Asia and Oceania. Only S and X are exported from North America.
    1
  11490. An awful lot of the comments seem to disagree.
    1
  11491. Some do, yes.
    1
  11492. Keep that to yourself. This isn't the venue for politics.
    1
  11493. I enjoy the community engagement. Like I say, the video is where I try to make you guys smarter, and the comments are where I hope you make me smarter.
    1
  11494. Studies have shown battery degradation from DC fast charging to be about 1% per 100k miles. It can be done with acceptable losses.
    1
  11495. Almost certainly.
    1
  11496. I think the writing will be on the wall, but the "experts" have always been ten steps behind when it comes to recognizing disruption.
    1
  11497. Not sure how toxic it is in the process itself, but EPA regulations make it so that nothing contaminates upon leaving the building.
    1
  11498. Feels like it's the whole company, which is unfortunate. Maybe if I make another two thousand videos. ;)
    1
  11499. Pretty limited applications for 750 miles in a single go I imagine. Battery improvements will continue for at least the next ten years, so it's likely by the time that part of the fleet needs to electrify, it won't be a big deal.
    1
  11500. So many catalysts coming up, and even if the stock doubled today, the p/e ratio isn't insane. If the stock only goes up 50% over the next year, along with expected growth, the p/e likely won't change much.
    1
  11501. Texas and Berlin were both gigantic, and both impacted by massive slowdowns. Berlin because of the pandemic, and Texas due to scope creep (they planned to build it in three phases instead of one, but had two $5B cash raises that allowed them to go for it.) Both of those took under two years. My estimate would be longer than the 12-months Shanghai phase 1 took (it was much simpler, single floor construction,) but shorter than the two years due to lessons learned and a likely lack of outside factors like a pandemic. I'd say 18-months.
    1
  11502. The motor count makes sense to the engineers. I can't pretend to know better than them. Coal is already dead. If wind and solar don't pick up the slack, natural gas is likely to fill that need. Natural gas has a substantially smaller C02 footprint than diesel. These trucks are likely to be charged overnight when there's already a surplus of power in the grid.
    1
  11503. Thanks! Will do!
    1
  11504. You say "interesting" but I know what you really mean. Beyond coincidence is what it looks like to me.
    1
  11505. How can anyone that doesn't support him dedicate such an outsized percentage of their life to indirectly stalking him to people who could not care less?
    1
  11506. It's linked in the video, but you can find it all over Google News. Hope this helps.
    1
  11507. Biggest one in North America. Creates quite a racket. Vibrates enough to be picked up by seismometers across the bay.
    1
  11508. Glad you enjoyed it!
    1
  11509. Hard to imagine they wouldn't.
    1
  11510. That's the price the market will bear.
    1
  11511. It incentivizes customers NOT to buy a new car. That's not ideal if that's the business you're in.
    1
  11512. It would take 2 hours to dissect all the madness and stupidity.
    1
  11513. Normally I'd agree, but these are unusual times.
    1
  11514. I'm still waiting for an official expansion in China. They're out of land at Giga Shanghai, so there's a lot of moving pieces to get in place.
    1
  11515. They were common in the Pacific northwest about 5 years ago. Very low miles and nobody wanted them.
    1
  11516. It's what Ford knows how to build.
    1
  11517. That would be wild.
    1
  11518. That's actually pretty funny
    1
  11519. It's relentless.
    1
  11520. If you insist.
    1
  11521. It hasn't. Not like this. Certainly not in our lifetimes.
    1
  11522. A lot of the industry already does.
    1
  11523. What does that mean? Without the oil and gas subsidies, or if we didn't allow polluters to externalize the cost of their harms?
    1
  11524. Take a guess.
    1
  11525. Fortunately you can check the receipts. He was straight up lying.
    1
  11526. Hope so, but really I'm here for the long (10-20 year) haul, so whatever, so long as the company works.
    1
  11527. What location had only 2/8 chargers working?
    1
  11528. For me it's more about timelines. If it's more than a month or two out, it's more likely to slip.
    1
  11529. Have you watched the free bonus video yet?
    1
  11530. Ouch. That's a half-billion dollar mistake.
    1
  11531. In a number of ways.
    1
  11532. Because math. And also physics. Engines don't compress the way folding material does. You want it to fold. I'd the truck survives and the driver doesn't, that's hardly a win.
    1
  11533. I wouldn't.
    1
  11534. I test drove the Bolt EUV and it was a fun car. Peppy like some compact rentals I've had, though the traction control wasn't well calibrated for the torque. You might want to drive it until the wheels fall off, because by then there should be a ton of great options on the market. I expect by 2030 buyers will have well established tech across a whole lot of brands.
    1
  11535. I'll accept that. Though if you look through the history of the tracker, it's held really steady. I stand by that math more than I expected to be able to when it launched.
    1
  11536. That might work on low-information channels, but viewers here analyze. That's why they're here. Plenty of channels you can try that one on, though.
    1
  11537. Do they? Will have to look.
    1
  11538. Modern poetry, really.
    1
  11539. The way those mega-papers work is that the guy on top (Bezos, Murdoch, etc,) don't "technically" control the editorial slant, but those who toe the line are more likely to be promoted from within.
    1
  11540. Absolute balderdash. We've never faced an extinction level event and we are in no way prepared for it.
    1
  11541. Like the VW Beetle 2, I imagine.
    1
  11542. "Keeping up with the Kardashians".
    1
  11543. You and me both!
    1
  11544. Very good questions.
    1
  11545. Explanation for that is in the beginning of the video scheduled to run in 2 hours. ;)
    1
  11546. That data doesn't appear readily available. Can you suggest how I might estimate that?
    1
  11547. @MegaWilderness Pretty weak, even by your standards.
    1
  11548. The most recent fire wasn't in a forest. I don't think homeowners are clamoring for someone to let them chop down the trees in their yard for firewood.
    1
  11549. There's a bit of that going around.
    1
  11550. This seems reasonable.
    1
  11551. Oddly silent in that regard. Funny, isn't it?
    1
  11552. Hydrogen is a dead end. The fossil fuel guys had their chance to push it, but the window has closed.
    1
  11553. They'll use fossil fuel hydrogen. They always do. 😔
    1
  11554. Why?
    1
  11555. Doesn't need to go that low.
    1
  11556. You're welcome!
    1
  11557. Day Two is a tech/robo/space day. Not sure what all that entails just yet, but I'm excited to find out.
    1
  11558. You bet! Thank you so much!
    1
  11559. He's a man of exceptional mystery.
    1
  11560. That's a hilarious take.
    1
  11561. This is what the Detroit guys will find out.
    1
  11562. For manufacturers, yes.
    1
  11563. Welcome aboard!
    1
  11564. That's what I thought, but I'm unsure what else to attribute it to.
    1
  11565. Good point!
    1
  11566. @vinod jetley Q4. What's your estimate?
    1
  11567. I'm not sure which universe you live in, but it isn't this one. If you're new here, welcome!
    1
  11568. To be determined. The factories are very different.
    1
  11569. It's been stated that Kato Road has been producing and stockpiling batteries to handle the supply during launch and ramp. The could still make them with 2170s, since Giga Nevada expanded production a while back, but it doesn't appear they'll need to go that route.
    1
  11570. On the upcoming 7-month comparison, I'm looking to track each of them based on first footings, and also first vertical columns. Do these metrics seem more reasonable?
    1
  11571.  @RacefanPat68  So these other metrics are ones you'd like to see measured, yes?
    1
  11572. The overwhelming majority of Tesla channels went hard into politics as soon as Elon did. I'm not here for that. It's worked out great for a lot of those people, but it's not data driven.
    1
  11573. Feels that way. There's another financial aspect here. When they overbuild early (like at Giga Texas,) it front-loads the capex. This means in the future, as expansion happens, there will be less spending required since the space already exists.
    1
  11574. Cost cutting measures are not contingent on stock buybacks, or a lack thereof. If you actually watch the channel, you'll know I'd criticized that move repeatedly. That's not relevant to what's going on. They're not out of cash, they're just not going to pay that much to get cars made. I had a contractor offer to clean my gutters in 2 hours for $800. When I told him that was way too much, he said they had financing available. Financing?!? I have $800. What I don't have is an appetite for paying $400/hr to some guy just because he owns a ladder. We are here.
    1
  11575. Dang it, David, are you gonna make me do a bunch more math?!?
    1
  11576. Okay. This video did lose me some subscribers, but it gained 6x as many, so it's clearly something a number of casual viewers were happy to see. It tells me you're perfectly fine with Tesla making our jobs more difficult, but intolerant to the idea that we'd be able to talk to people throughout this and other industries. It doesn't paint Tesla fans in a good light, but there will always be extremes on any topic.
    1
  11577. You're commenting on a video from last year. The company has lost over half of their market cap since this was recorded. Your anger is grossly misplaced.
    1
  11578. Hey, thanks! Should have the next one out today.
    1
  11579. Pepsi products are quite heavy.
    1
  11580. The lives of you and me, maybe, but every dollar they spend goes to someone, and their wealth still held in reserve (many uber-wealthy oil sheiks are measured by their entire national reserves, tapped or otherwise) is not actually theirs, but will be kept for their successors. When a Saudi prince buys a car, that money goes to everyone up the supply chain. When he flies or buys a castle, that money goes to someone. We can argue about the benefits (I'm disgusted by unearned wealth in such excess) every ounce of luxury purchased goes to someone else, who then circulates it further.
    1
  11581. I don't think any of those words mean what you think they mean, and it definitely doesn't add to the discussion.
    1
  11582. Thank you so much!
    1
  11583. Haven't looked at those dynamics.
    1
  11584. Will do! Not complaining, just explaining why I can't dedicate a ton of time to posting there.
    1
  11585. Classic.
    1
  11586. This left me with a lot of respect for Jim Farley.
    1
  11587. This is a very strange comment. Saudi Arabia is the #1 oil producer because chance placed their nation atop the world's largest natural reserve. No amount of innovation is capable of making that true without geological luck. I tried to find some evidence of Saudi Arabia being #1 in steel, but could not find it. The top steel companies are mostly in Asia. If they have financial ties to top steel producers, it's because they purchased interests. That can only translate to automotive dominance if they start buying the top automotive manufacturers, which doesn't appear to be underway. They will not dominate EVs with Lucid because they can't dominate EVs with Lucid. It doesn't matter how many winning racehorses I've owned in the past if my new one is a donkey. Lucid has one car in production, which is an extremely expensive niche product. They have another in development, which may have broader appeal, but at an even higher price. It will remain impossible for them to become dominant until they have a mass market vehicle, and for that, they'll need to figure out a way to cut prices by more than half. There is no clear path to doing so.
    1
  11588. Thank you! Cheers!
    1
  11589. Glad you liked it!
    1
  11590. @rogerstarkey5390 Shanghai has a factory (separate from Giga Shanghai) where SuperChargers have been produced since the beginning of 2021. The new MegaPack factory is still in the planning phase.
    1
  11591. Can you share a source on that please?
    1
  11592.  @johndinsdale1707  Until the product roadmap is updated, I don't think there are any answers to be had.
    1
  11593. My best guess is never. They suspended factory tours of Fremont years ago because of the pandemic, and just never opened them up again. Even then they were only available for owners, and with quite a few restrictions. I think they're of the mind that they don't need the publicity. If they reverse this policy, Texas would likely still be unavailable until all major construction is complete in the primary building, which I would say won't be until at least the end of the year. It's unfortunate. I still have yet to see the inside of a Tesla factory.
    1
  11594. I think you're right, for now.
    1
  11595. There's nothing in it for me. That's why you should take it seriously. I don't short stocks and have never held a position in $LCID. If you've watched the channel, you know I've said at least a dozen times how much I want these guys to make it. They are not on a path that will result in survival. They need to make changes immediately. I'm honest about all EVs. That's my thing. I find routinely point out things to criticize and praise in every brand. I like the expensive ones and I like the cheap ones. The market needs more players, and I support every serious effort. While Lucid has brought together some fantastic engineers, their leadership is woefully inept at getting them to build a car that will be sustainable from a business perspective. That's great for a racecar, but a death sentence for a company planning to sell to anyone else.
    1
  11596. Others were able to spot in the VIN that it's a Fremont build, which means that all four factories are now building refreshed models of the Y.
    1
  11597. That's the Cadillac way, same as it ever was. It's an oldsmobile with a nicer couch.
    1
  11598. That's vehicle to load. It's not able to go all the way back to the grid just yet.
    1
  11599. I think you got the nuance in the end there.
    1
  11600. Will work on that.
    1
  11601. I met some engineers in Michigan who suggested the issue with lidar is the compute struggles to make adequate sense of that abundance of data in a sufficiently quick timeframe.
    1
  11602. Federal regulations can only provide a minimum.
    1
  11603. Thanks 👍
    1
  11604. Wow, Steve. Thanks!
    1
  11605. Glad you think so!
    1
  11606. Yeah, this video added precisely zero new information. Came to the video for insight. That was my mistake.
    1
  11607. If you mean the perimeter of the main building, the dimensions are listed on the permit application, which you can see here: https://www.youtube.com/watch?v=UxjEzlRJ-EI
    1
  11608. I haven't heard that, and it doesn't fit with the well established cost/demand curve. If you want to grow your market, you reduce the retail price. It's breathtakingly simple to understand. If you saw my video from today, you'll know I take the vetting of source information very seriously. If something isn't fully validated, I make it abundantly clear. If a conspiracy exists, you're looking on the wrong side of the fence.
    1
  11609. That's right, but it's all the same philosophy. They don't need exceptional (or even good) customer service to keep enough customers happy enough to continue their growth. PR is NOT customer service, but customer service is, and they get a lot of complaints about the general lack thereof. Drivers don't always understand the cost difference between "good enough," mostly process and procedural (automated) customer service and the labor-intensive & costly alternative.
    1
  11610. They count as a sale when the dealer takes possession and GM gets paid. That has always been true, and a reason it's challenging to compare direct sales companies. These are likely manufactured models that no dealer had yet accepted.
    1
  11611. You're confusing a bunch of different things, and mixing them in ways that don't make sense.
    1
  11612. I can only imagine how messed up your credit must be.
    1
  11613. Thank you so much!
    1
  11614. They'd need more than just panels on the roof for that, but every bit helps.
    1
  11615. Haven't seen any guidance yet.
    1
  11616. This is in tomorrow's video. Short answer is they need all that for the crumple zone since the front is so small, but of course there's a lot more to it than that.
    1
  11617. Well I never!
    1
  11618. The button seems to be missing. We heard a lot of claims like that. Turns out it actually is pretty challenging.
    1
  11619. Appears the same, though Launch Edition has about $1,800 in options you can't opt out of.
    1
  11620. The traction control you can get from an EV is really unbeatable.
    1
  11621. Journalists know the difference between anecdotes and data. The fact that they found three departments out of the dozens (hundreds?) already using EVs is nothing but a hit piece, and doubly so when you look at the absurdity of the complaints.
    1
  11622. They think people want to drive around in that monstrosity?
    1
  11623. Appreciate your continuing support all this time. Means a lot to me. :)
    1
  11624. I think it's just for trading in a Tesla.
    1
  11625. I'll ask him.
    1
  11626. Appreciate that. My GME video got absolutely destroyed by the YouTube algos, and dragged down the entire channel for days. Might have gone differently if it had a blast of outside traffic, but I don't spam my own stuff, and nowhere near enough people saw it to even be able to post it. Okay, Google, I get it. :(
    1
  11627. They don't employ the workers any more than you do when you hire someone to build a house.
    1
  11628. It's a great point but makes more sense today than 20 years ago when they should have gotten serious. Panasonic is Japanese and makes fantastic batteries. China only has the minerals locked up because they spent a generation doing it.
    1
  11629.  @WhoIsThis505  A gross dozens. Hope this helps.
    1
  11630.  @WhoIsThis505  I already said gross. Isn't that enough? ;)
    1
  11631. Yes, but there are thousands more we've seen stored on the 2nd floor of the Body In White area, just south of this. Still, that's only a few days worth, but to cover a few weeks would require a staggering amount of space. The initial ramp is likely to be slow, so a thousand cars worth could be a week or more in the early days.
    1
  11632. Any time!
    1
  11633. I can't go over 35mph on my street, but airplanes are allowed to go 700mph. What's that about?
    1
  11634. Oh no!
    1
  11635. Road noise is omnidirectional. Makes noise canceling a physics challenge.
    1
  11636. US carmakers sell in other markets.
    1
  11637. Yes. No problems on my drives.
    1
  11638. Would it surprise you to learn that I didn't write the title? A much younger person, someone savvy in the ways of YouTube, looked at my title suggestion and said, "yeah, nobody's gonna click on that." He's usually right.
    1
  11639. FSD would make it less relevant, but I can't see it getting in the way.
    1
  11640. That's not a precedent just yet. It would still have to be upheld in the higher court. But yes, Delaware done did a goof.
    1
  11641. Last week you clowns were saying I'm getting paid to hate on them, this week I'm on their payroll? Do you even hear yourself? EVERYONE is saying what I'm saying. The offer is already better than anyone believed was possible, and you're still not even allowed to vote on it. This isn't about you or the Big-3 anymore. It's about Shawn's ego and he's hurting you.
    1
  11642. Bleak Win Ox. Love it!
    1
  11643. Imminently, I believe. I've been trying to spot them hiding "in plain sight" by the chargers, but I'm confident they aren't, and I'll explain why on the next update. ;)
    1
  11644. Yep
    1
  11645. When BYD succeeds it pushes the competition forward. I'll never race formula one, but the tech and safety advances make their way into everyday cars eventually.
    1
  11646. Glad we go that cleared up.
    1
  11647. Appreciate the support!
    1
  11648. This guy masks...
    1
  11649. I liked the styling well enough and the build quality seemed reasonable, but without a whole lot of cash, there are few paths forward.
    1
  11650. There are already programs for them. UBI will be the last to come because the price tag is flat impossible.
    1
  11651. I half suspect Amazon would avoid Nikola and Tesla trucks because they own part of Rivian, and Bezos (no longer CEO, but still on the board of directors) is just petty enough to pick a different EV semi provider out of spite.
    1
  11652. @celeron55 Well yeah, an industrial sized one. ;)
    1
  11653. The governments and companies are treating it like one.
    1
  11654. Yes, and believe it or not, it already is. TPM for inflation is easy enough, but your Tesla can even detect uneven tread wear. I'm not sure if it notifies, but I've heard of it. This will be easier to predict with just miles driven because every human drives differently, but every Cybercab should drive the same
    1
  11655. I am usually snarky, but not in this video. This isn't a joke. This is serious, and these are very real concerns. At least they are to me, and I'm not even an investor. If you've got money in Lucid, now is the time to demand answers.
    1
  11656. That can be dangerous in a lot of places, but uncomfortable nearly everywhere.
    1
  11657. Not impossible.
    1
  11658. No.
    1
  11659. I haven't seen numbers that reflect this. Any discrepancy that wide would likely account for the battery factory in Berlin without counting the cost for it in Texas.
    1
  11660.  @favesongslist  Couple things there. The scale has been increased since it was announced, due in part to the pair of $5B funding rounds, but that figure is also before/after the addition of the massive battery factory. That wasn't part of the original plan. Giga Texas is also at least 3x it's original size for the same reason. It isn't simply costing 4-8x for no reason. It's mostly the expanded scope.
    1
  11661. You bet!
    1
  11662. To the MOON! Wait, not the actual factories? Oh, the stock, right, no that makes more sense. ;)
    1
  11663. Insurance rates aren't actually higher on BEVs. One of my viewers did a state-by-state deep dive comparing gas/electric cars of comparable value and found they were roughly the same. Rates are higher generally because cars are more valuable than they were in the past. Teslas aren't as expensive as they used to be, so that helps, and they're far less likely to be involved in a crash than other cars, which is another plus. Progressive quoted me $125/month for full coverage on a Model Y.
    1
  11664. Seems pretty straightforward to me.
    1
  11665. Couldn't. Have to go through the steps in order. Otherwise why not just start with the Compact 2008?
    1
  11666. We've spent a lot of time together both on camera and real life. It helps with the flow.
    1
  11667. You cracked the code!
    1
  11668. Doesn't it?
    1
  11669. Same one. Likely just a higher camera angle.
    1
  11670. Indeed!
    1
  11671. Nope. I covered this, but some viewers didn't believe me. I brought on two veteran automotive engineers to examine and explain it, and they shared that it can't be. Then I went to San Jose and spoke to the engineers who designed and built the Cybercab and they also confirmed this WILL NOT be a human operated vehicle.
    1
  11672. If your objective is to break the internet, you may have found the recipe.
    1
  11673. My theory is as soon as they can no longer justify running a single shift on that single line.
    1
  11674. Glad it was helpful!
    1
  11675. Last I heard it was next year. Very unfortunate.
    1
  11676. That would certainly make things easier.
    1
  11677. How many lives were lost due to your state's approval of autonomy, and how many spared?
    1
  11678. That's a fantastic idea.
    1
  11679. Oh dear!
    1
  11680. Great point.
    1
  11681. They didn't have to. I picked up my Tesla on October 21st of 2023. Not end of month, not end of quarter, no promotions or subsidy capture events going on. It was noon, and they cleared about 15 cars that hour with just 4 or 5 delivery agents because the process is just that easy. That's what delivery centers frequently look like on weekends. Anyone who has bought a Tesla can tell you.
    1
  11682. For those who caught it, it must have been a tad confusing, but hopefully interesting.
    1
  11683. The videos never perform well. It's unfortunate.
    1
  11684. The longer you wait, the more refined it gets. I knew when I got my Y that there would almost immediately be something new and better I didn't get, but it's like a computer. Of course it's still getting better, but at some point, if you need one, you just gotta make a choice.
    1
  11685. Everybody should have one.
    1
  11686. Have you seen the newer one? It just came out, but it's... yeah, it's pretty exciting.
    1
  11687. With direct to satellite capacity, why worry about at&t? The cars cell signal can still reach if there's an emergency. Doesn't need a constant data connection.
    1
  11688. We'll know more soon enough. I measure severity in bodily harm done (seemingly none) and production downtime (still to be determined.)
    1
  11689. Or build them in Mexico.
    1
  11690. Yes
    1
  11691. @Felix G Thing is, it's literally rated JUNK. This ain't clickbait and it ain't FUD. It's an important question with complicated answers.
    1
  11692. I will ask him.
    1
  11693. Cars can already do that.
    1
  11694. Thanks, will do!
    1
  11695. Fair.
    1
  11696. Lomg titles kill a video. Nuance doesn't fit. That's why there's a title to give perspective.
    1
  11697. It was new information 15 months ago when it was published.
    1
  11698. Increasingly so.
    1
  11699. Ever so slightly more.
    1
  11700. Crazy, right?
    1
  11701. It's not too late.
    1
  11702. Was it addressed to your satisfaction? I'd have liked a bit more, but I'm surprised they addressed it at all.
    1
  11703. I think tomorrow afternoon I'll finally be able to begin decompressing from the hectic pace it's taken to get ready to head out. I stretched myself a bit too thin.
    1
  11704. Not for you or me, but it's worth that to someone.
    1
  11705. Yes it is. I can say this because I made a whole video about why it is, and you just wrote three words in rebuttal.
    1
  11706. You should take that to your open mic night. It would bomb just like it did here, but at least there people would know you're trying to be funny.
    1
  11707. It would be easier to convert a hamster to PDF than Siberian. :(
    1
  11708. He's starting to run out of ideas, but I bet there's a few more up his sleeve.
    1
  11709. It's $199 a month. The first $20k of your lease is while IRA stil under warranty. Who would choose that?
    1
  11710. I didn't bestow the award. Maybe you should ask them.
    1
  11711. Money is also money.
    1
  11712. It's a growing concern. He's made clear he's not afraid of being hated. Would just be nice if he understood the position of power that comes with a megaphone of that caliber.
    1
  11713. That's a lot of sand you got there, Stan.
    1
  11714. 30 minutes is how long it takes the customer, not the delivery agent. The employee can handle 4-5 customers at a time. Every legacy dealership I've worked with has published hours of 9am to 8pm, but they're certainly open before that, and they'll stay as late as they need to.
    1
  11715. Entirely possible.
    1
  11716. Ouch
    1
  11717. Ten percent market saturation is 8 million cars a year.
    1
  11718. Top Gear and others described it as comfortable. It just has to be durable and easy to clean.
    1
  11719. More good news coming!
    1
  11720. Appears so.
    1
  11721. The current generation of vehicles are not capable of bi-directional charging, so this would be something that could only be considered down the road.
    1
  11722. You may be right.
    1
  11723. Ouch. That's tough. I got a lot of criticism from investors when this was published. Many were certain I was lying, but we've seen the warranty reserves and accruals go through the roof, while sales targets kept missing. It's unfortunate.
    1
  11724. I think Texas speed is a likely safe estimate.
    1
  11725. You bet!
    1
  11726. Account doesn't appear banned. I'm guessing there's a typo.
    1
  11727. Doesn't look too fast to me. Can't find the limit for this exact track, but freight commonly has limits in the 50-60mph+ range.
    1
  11728. Bitte!
    1
  11729. They haven't pushed v12 to my car yet. Apparently a lot of 2024.x branches haven't gotten it yet.
    1
  11730. It's the middle of nowhere.
    1
  11731. Couldn't agree more.
    1
  11732. Goooood horn.
    1
  11733. I haven't seen anyone charging subscriptions for things we've paid for, but I know BMW and I think Hyundai have experimented with that in other markets.
    1
  11734. I suspect it would be a battery factory rather than a car factory, though it could be both. Despite Shanghai being a not-too-distant powerhouse, it's smart to diversify manufacturing locations. If there was a Giga Indonesia already, the shut down in Shanghai wouldn't have impacted the quarter as heavily.
    1
  11735. Howdy!
    1
  11736. The pickup looks the way it does because for an ICE workhorse, that's the design that best serves the purpose. Big engine in the front, heavy frame to bolt everything onto, it just makes sense. Doing what amounts to an electrical conversion of the existing platform reminds me too much of early plane builders who insisted they kind of needed to still be boats. It wasn't a terrible design for the transition, but its days were numbered from the get go.
    1
  11737. Uh, you might want to take a fresh look at that one.
    1
  11738. Aw, thanks!
    1
  11739. I did pretty well the last 2 quarters as well. Just wish having the best numbers translated to a measurable degree of professional success.
    1
  11740. Zoox is already on the road without a wheel.
    1
  11741. You mean the one I discussed in this video and linked to in the description? Yes, I've seen it. It was extremely premature analysis that also said it would include THREE bumper cameras.
    1
  11742. Gotta hand it to them, Ford ISS coming in hot.
    1
  11743. Turkey was on my list of countries considered. It came in at 23, which sounds bad when you consider there were only 24 on the list, but it's actually not that bad. At least it's ON the list. Saudi Arabia, like all gulf states, were not even under consideration. Turkey scored well for things like labor cost, tariffs, and likely political will, but took a beating on political stability, domestic resources, domestic auto sales, and domestic auto manufacturing.
    1
  11744. I know it's a ways away, but I'll be a host at the Muskegon Tesla Owners event next Father's Day. We've already got some big names lined up.
    1
  11745. These answers should be known soon enough. What's less clear is if they'll be published or reserved for customers willing to pay tens of thousands to get the reports.
    1
  11746. At least you watched it first. Have you seen what the new raptor engines look like? They have virtually nothing in common with the designs released by NASA. They're a jumping off point, and one that has done very little help other rocket companies. When Elon joined Tesla, they had no factory, no production, and no prototype. They had a business license and a PO Box. Other have tried to buy their way into companies like this, and none have reached these levels. There's something different. If you think money can buy success on these levels, it's good that you don't have any, because you'd be very disappointed with how uncommon it is to succeed in these kinds of ventures.
    1
  11747. A swap stain with a 200 car throughput would not only be the same size, but it would cost 10x a regular charger. I'd rather have 10x more locations.
    1
  11748. More of a Google question than one for here. I asked Grok: People’s opinions of Elon Musk are polarizing, and the reasons some don’t like him vary widely depending on their perspectives. Here are some common themes based on public discourse: Management Style and Labor Issues: Critics often point to his approach at companies like Tesla and SpaceX, where he’s been accused of pushing employees hard—sometimes too hard. Reports of intense work schedules, union-busting allegations at Tesla, and a no-nonsense attitude have rubbed some the wrong way, especially those who prioritize workers’ rights. Twitter/X Changes: Since acquiring Twitter (now X) in 2022, Musk’s decisions—like reinstating controversial accounts, altering content moderation, and firing a big chunk of the workforce—have alienated users who liked the platform’s old vibe or who disagree with his free-speech absolutism. Some see it as a playground for his ego rather than a public good. Public Persona: Musk’s brash, unfiltered communication—tweeting memes, picking fights, or making bold claims—can come off as arrogant or reckless to detractors. High-profile moments, like calling a diver in the Thai cave rescue a “pedo guy” or smoking weed on Joe Rogan’s podcast, have fueled perceptions of him as immature or unprofessional. Wealth and Power: As one of the world’s richest people, Musk embodies inequality for some. His massive influence—shaping industries, markets (like with Tesla stock or Dogecoin), and even government contracts via SpaceX—makes him a lightning rod for those wary of unchecked billionaire clout. Broken Promises: He’s known for ambitious timelines—like fully autonomous Teslas or Mars colonization—that don’t always pan out as promised. Skeptics call it hype; fans call it vision. Either way, the gap between his predictions and reality frustrates some. Political Stances: Musk’s shift toward vocal conservative-leaning views in recent years—criticizing “woke” culture, supporting certain politicians, or railing against regulations—has turned off people who see him as pandering to a specific crowd or abandoning earlier progressive ideals tied to green tech. On the flip side, his supporters love him for disrupting industries, pushing humanity forward (SpaceX’s reusable rockets, Tesla’s electric cars), and rejecting conventional norms. The dislike isn’t universal—context matters, and it often depends on what someone values or expects from a figure like him. What’s your take on him?
    1
  11749. The frame would be a little excessive, but the drivetrain is a thing of mastery.
    1
  11750. It's 100,000 cars. I think the test drives will be in the millions.
    1
  11751. Negative stories are easier to write. :(
    1
  11752. My only concern is that the average shopping trip to Costco is significantly longer than 20-minutes.
    1
  11753. Like the testing rigs that were broken by Tesla models in the past.
    1
  11754. Grow up.
    1
  11755. Battery production is challenging, even for the companies that do so exclusively. I'm a big fan of Lee, and a supporter, but suggesting I'm not critical when it's relevant suggests you may not be familiar with my work.
    1
  11756. What makes you say that?
    1
  11757.  @davidpalmer7175  They appear to have sufficient cash to complete the ramp of MLM and the more streamlined FUV production. Freaking out now feels premature.
    1
  11758. Tesla semis have been on the road as longer than most. The part that's new is the upcoming scale.
    1
  11759. You can just say you didn't watch the video.
    1
  11760. 18% of rides have more than 2 passengers. Those fares can be handled by the millions of 3 & Y taxis.
    1
  11761. They're not wrong though. Yes, it generates more clicks, but it is the correct terminology.
    1
  11762. lol
    1
  11763. Wow, thanks!
    1
  11764. It's a fun slam in the moment, but that's how you motivate people to be more evil instead of do better.
    1
  11765. I'm very curious to see what we learn on AI Day 2. Making robots into something meaningful and useful is a massive challenge, but they have the best engineers in the world.
    1
  11766. It's nice you can see it both ways. Sure, meaningless if you're comparing dissimilar vehicles, but it's a real benefit many fail to consider.
    1
  11767. So nice of you.
    1
  11768. Don't do that here. We've discussed it
    1
  11769. Your complaint would be with whoever wrote the existing trade agreement. Sounds like you think whoever did that must be a real idiot. US dairy production is heavily subsidized. Without tariffs it would put all Canadian producers out of business. We know that. Everyone knows that. That's why we agreed to it. We're acting like children.
    1
  11770. You don't unilaterally change a trade agreement.
    1
  11771. EVGo buying offset credits is less meaningful than Tesla solar actually creating the power at other sites.
    1
  11772.  @KaiHenningsen  They're selling ZEV (automotive) offset credits.
    1
  11773. Definitely not.
    1
  11774. Randy's the shepherd, I'm the sherpa.
    1
  11775. I tried that once for a week. I bet you can guess what happened.
    1
  11776. A single inch is more than enough to shut down McCarran International. No place is prepared for weather extremes they only have once in a century.
    1
  11777. Thank you Jack, I appreciate hearing that. You're among the few I know in real life who actually have enough interest in this topic to follow it.
    1
  11778. Thank you! Cheers!
    1
  11779. The optics of a company town are often bad. Sometimes it's zoning as well, I imagine.
    1
  11780. I know Arcimoto very well. I was an investor (and still hold an extremely small position,) and have been to their facilities three times in person, and have interviewed their highest-ups a number of times. Arcimoto is not on my disruption radar. I will always love and support them, but they are not moving or shaking. And since Mark was booted, it seems they no longer have interest in me providing coverage. I tried to talk to them at Fully Charged in San Diego, and at TeslaCon in in Florida, but they had limited interest. Perhaps they considered me too directly tied to Mark. I hope not. I still have faith in them to do good, even if not to be a disruptor in the space. :(
    1
  11781. Yes! Thank you!
    1
  11782. It doesn't. Please tell me you didn't fall for that? I made a video explaining why that slice of entertainment isn't science TODAY, and yet you're still going on with this nonsense on a video 70-deep in the archive?
    1
  11783. In the same way Mr Beast has a thousand restaurants.
    1
  11784. Appreciate that, thanks!
    1
  11785. It's less of a legal requirement than a customer requirement.
    1
  11786. They can't sell parts for 90% off. That would bankrupt them.
    1
  11787. I can't wait to see what you think of it.
    1
  11788. It isn't. Top speed of 142 is impressive, but a Model Y is faster. It isn't quicker off the line either. Tesla Plaid has that locked down across all mass produced cars of all types. Unless you mean the Sapphire, which isn't in production, and doesn't have a release date. But let's pretend that's true. It doesn't matter if the business side is run by a pack of rake-stomping monkeys. They could have the best car in the world and it wouldn't matter if they can't start selling it with a positive gross margin. That possibility is not presently on the horizon.
    1
  11789. I'm not saying it isn't worth it. It's just not in my budget.
    1
  11790. I figured that would be a lot better than just stealing the pictures. ;)
    1
  11791. Glad you like them!
    1
  11792. Glad you enjoyed it
    1
  11793. It's an incredibly challenging balancing act.
    1
  11794. I haven't spoken to him, so maybe I'm the wrong person to ask. I've talked to the engineers though. That's where my confidence comes from.
    1
  11795. Oh for sure.
    1
  11796. I don't know if that information is public, but I imagine it may depend on the vehicle in question. These are typically purchased by moneyed interests, and I know in the industry they typically START around $40,000 to $50,000, and reports for popular models may have 20-40+ buyers.
    1
  11797. Thank you so much 😀
    1
  11798. 🙌
    1
  11799. Boring Tunnels are a case study in first principles design. They are 70% cheaper because the diameter is smaller. They are 4" larger than what they use in London Tube tunnels. That diameter was similarly chosen for cost savings. Your speed complaint is pretty far off base. The SR99 tunnel in Seattle took 5.5 years to go 2 miles at a cost of $3B. Vegas Loop was a pair of 1 mile tunnels completed in a year and a half for $55 million, and that was during the pandemic. At worst, this was 30x cheaper and 3x faster. You may not know this, but it's already been extended out to the first hotel on the Vegas Strip with tunneling continuing. The safety factor is misunderstood. Tunnels have numerous escape stairways because the tunnels themselves are dangerous. They either have petrol fumes from a mess of unpredictable vehicles, or high voltage power throughout, all of which are deadly. Boring tunnels have no third rail, no exhaust, and no unpredictable drivers. That's why the design was approved in the first place. The Teslas presently used in the tunnels are not ideal for the application, but they don't need to be just yet. Tesla is already working on a RoboTaxi form factor, which presumably will be used in Boring applications. The Boring Tunnel already meets project requirements as-is, both in terms of cost and capacity, so these improvements will further increase capacity and efficiency, while reducing operational costs.
    1
  11800. Thanks so much!
    1
  11801. Glad you think so!
    1
  11802. And here I thought my 7.8 cents/kWh was good!
    1
  11803. My filters caught another SEVENTY TWO! YouTube needs to step up their game. I tried to look through the comments on other channels I've recently appeared and the scam spam is so bad there are no real people left to have a discussion.
    1
  11804. Always.
    1
  11805. I suspect they haven't thought this through at all.
    1
  11806. He wasn't though. We made the education with pretty moving pictures for you so you wouldn't have to read and you STILL couldn't do it. Breathtaking.
    1
  11807. That subreddit has become a parody of itself.
    1
  11808. I appreciate that!
    1
  11809. You bet!
    1
  11810. Wait, what?
    1
  11811. Lol. Sell that elsewhere my friend. Nobody's buying it here.
    1
  11812. Citations, my friend. It's what I'm all about.
    1
  11813. I'm not sure why it's still being made. I mean, I love it, but I'd never buy one.
    1
  11814. Thank you much, and likewise!
    1
  11815. Thank you kindly!
    1
  11816. Shawn refuses to address executive pay. You should ask him why.
    1
  11817. It's saddening. Fortunes are being squandered.
    1
  11818. The interior has a lot of walls and constant work. Just yesterday two trucks delivered massive crates labeled "Cathode Line 1" and "Anode Line 1", so it's definitely underway. You can see them here: https://youtu.be/9S4Usd_8z-U?t=519
    1
  11819. Train routes are a bit limited, and there remains the need to move things to and from the train depots.
    1
  11820. Yes, but I haven't started working on it yet. Still waiting on a date for that release, but here's to hoping I get as close as I did with my deliveries estimate. ;)
    1
  11821. Tesla only accounts for about 20% of ESS installations. If that's the reason they're even sillier than we thought.
    1
  11822. Good one. But you have to wonder if people this backwards and ignorant actually exist in real life? Probably not, but there might be s couple somewhere.
    1
  11823. Awesome! Thank you!
    1
  11824. I think you're right that it's more of a philosophy than a product.
    1
  11825. This one was shot before the editor went on holiday. They'll be intermixed for a while.
    1
  11826. No events on my calendar for Europe this year, but thanks.
    1
  11827. They've posted publicly that AI is not leaving the company. It can't, unless it splits off into its own company which existing shareholders would own a portion of.
    1
  11828. That's my conclusion as well. As a driver assist, it's second to none. As FSD, it just isn't there yet.
    1
  11829. And if my grandmother had wheels she'd be a bicycle.
    1
  11830. Imagine a toaster that's also a blender. Terrible.
    1
  11831. More to come! Of course I'll have new ones when it's clear a project has started. I had a false start in Shanghai on a rumor, and another in Texas when the cathode plant was getting graded (Project Bobcat,) but I'm always at the ready. What I'm most excited about right now is my 11-year production estimates. It's a math monster, and I'm only about 10 hours into what I expect will take 30-40 in total, but I'm very excited to share it once it's done. Plan to have it out by the end of this month.
    1
  11832. It's not the current administration. NHTSA has been overly critical of Tesla since the beginning, and the pressure never let up regardless of who was in office. Someone there has a real rage-flopper over Elon.
    1
  11833. Once it ramps, sure. I think it could take years to fill backorders, which will give the competition time to get themselves sorted.
    1
  11834. @Zackary Rambo This is the correct answer.
    1
  11835. The problem with those reactors is that they've been in development for 60 years and they're barely closer to reality. Those are still in development, but we can't wait and hope this time they actually get to market.
    1
  11836. Met a handful of viewers at the EVs & Caffeine event today. More than one shared that they like this direction and hope I'm able to keep doing it. So far so good. A decent number of events on the horizon I'm already booked for.
    1
  11837. Part 2 comes out tomorrow.
    1
  11838. The amount of steel completed has almost doubled in the 5-days since this was made. The speed of steel work is already factored in. Significant areas will be walled in with interior work underway within 6-8 weeks. Giga Texas will build cars this year.
    1
  11839.  @Cheradanine  4 months from exterior walls to first production. That's what they did in China with Phase 1 and Phase 2 a year later. This is happening. You'll see.
    1
  11840. Glad you enjoyed it! They're a lot of work to put together, but seeing the before and after really paints a different picture.
    1
  11841. It's more like taking your foot fully off the pedal in a stick shift car. Very noticeable, but hardly scary.
    1
  11842. Heh! Yeah, only a couple. I don't delete comments unless they're spam or abusive to the community, so pretty much what you see is what you get, though that wouldn't be a bad one if I got enough comments on it.
    1
  11843. Woke is the word people use to rule us up. I know you're not falling for it, but some people still do. We gotta stick to the facts because the facts are already on our side.
    1
  11844. That is the dumbest lie I've read in weeks. The crown is yours, for now.
    1
  11845. Makes sense to me.
    1
  11846. You have to do better than that if you want to be taken seriously around here.
    1
  11847. Why? They aren't heavier than similar vehicles.
    1
  11848. Awesome, thank you!
    1
  11849. That premise is. It supported by the facts.
    1
  11850. He said it would cost more in the future. He didn't say there would never be price adjustments.
    1
  11851. That's unfortunate. Sorry to hear this.
    1
  11852. So do I.
    1
  11853. I think we'll see an acceleration once the global EV market hits 50%, since it would finally be apparent to everyone that it's inevitable. As far as "extinct" I assume you mean new production, since there will surely be antiques in collections for a very long time (as there are still steam engines in use in amusement parks and museum collections.) When will the last ICE passenger vehicle be made? Top of my head I'd guess 2040.
    1
  11854. Perhaps.
    1
  11855. Naw. Conspiracy theories can be fun, but they're not super helpful.
    1
  11856. When you say Tesla removed them, it forces those of us who know better to disregard the rest of your comment. We don't know if you're dishonest or just grossly misinformed.
    1
  11857. I haven't seen anything suggesting that's imminent.
    1
  11858. One of the two for sure.
    1
  11859. You should probably watch the video.
    1
  11860. No problem!
    1
  11861. Probably for the best, though I'd get out of the car at the same time as anyone in my care and let the car go on about its day.
    1
  11862. The conspiracy angle is popular, but I've known an awful lot of journalists over the last 20 years, and the only thing any of them ever cared about was getting eyeballs on their stories. I know there are stories that get killed, but they tend to be on much more dangerous topics. I'm confident this author was just out for clicks, and might have believed he was really on to something everyone else somehow missed. They didn't, of course. Anyone with an understanding of the automotive industry knows that 3-days of inventory is not only unsustainable, but a terrible idea.
    1
  11863. Fremont had a railyard when they bought it. It's since been removed. Shanghai has no apparent access to dedicated rail. Rail doesn't appear to be a necessary element onnsite.
    1
  11864. Our pleasure!
    1
  11865. Germany alone made up a big chunk of the drop.
    1
  11866. Lazy. Bad at this. Do better.
    1
  11867. Haven't heard anything about that.
    1
  11868. Not much additional carbon in an EV. Miniscule amounts of graphite in the batteries.
    1
  11869. I figure it will get cheaper over time.
    1
  11870. This could be debated. A lot of investors disagree, and that hurts the share price.
    1
  11871. They were going to coordinate it at one point, but the following few days saw a bunch of layoffs, and it's likely my contact was cut loose at that point.
    1
  11872. Probably not. I've been targeted by spammers & scammers. They subscribe with dozens of accounts a day and post nearly identical spam messages, which I filter, block, and report. When those accounts are purged, they tend to overdo it and remove some real accounts along with it.
    1
  11873. Of course! You'll fly like a penguin.
    1
  11874. Boom!
    1
  11875. Sure, but the Bible also says pi = 3, so it might not be most definitive work on scientific matters.
    1
  11876. It's in the video. It's on the info card. About 150 miles.
    1
  11877. What exactly did he do to save free speech? It's a very odd, extremely large claim. You should look into it, because all I've seen is the opposite.
    1
  11878. A video about exactly that is coming I think tomorrow (shot it today,) but if that feels like an unusual situation, your intuition may be serving you well. If it's a serious problem, why is it only happening in one part of one city?
    1
  11879. Gorgeous.
    1
  11880. You bet!
    1
  11881. There were at least three YouTube channels that were given early access to shoot their reviews with an embargo date of the 1st. This isn't uncommon with a new vehicle. Several outlets got to see the Cybertruck before its official unveiling. None dared leak a peep, and I suspect a big part of it was because it was so radical and bizarre they might not have believed it was real.
    1
  11882. It's upsetting to the body.
    1
  11883. Not yet, but the hardware is all there and we've seen evidence of testing.
    1
  11884. There's nothing new about this, sadly.
    1
  11885. That's a good point.
    1
  11886. You bet!
    1
  11887. DOGE isn't fixing it. Anyone telling you they are has a fundamental misunderstanding of how it works. Our enemies would LOVE for us to end foreign aid. It's pennies out of our budget, often less than just a single year's increase in the defense budget, and it prevents a whole lot of wars.
    1
  11888. Fair.
    1
  11889. Zoom out. Stupidity like this has been exhibited by every agency at various times. This hasn't stopped or even slowed SpaceX. It's meaningless.
    1
  11890. They could. They didn't.
    1
  11891. 400k includes phase 2. There's no indication that this funding will build both phases.
    1
  11892. Wait, people still think there's a moon? ;)
    1
  11893. Look up what A/B testing is and then go get mad at humans for doing human things. These titles only exist because without them nobody watches.
    1
  11894. That's an idea.
    1
  11895. Sounds great!
    1
  11896. Fleets are the least likely to care about anything but the numbers.
    1
  11897. @Starship Captain I've met a lot of conservatives who own Teslas. I don't think they need to broaden their appeal to get into that market.
    1
  11898. Thank you so much!
    1
  11899. That's not how sail storage would manifest, and the newer testbeds we've seen have confirmed this. You wouldn't put a non-structural cover over the sail in 3/8ths inch thickness. It would add a ton of weight for no real purpose.
    1
  11900. The trains in the Rockies go up grades over a great distance. There isn't sufficient distance. The climb at the top of the property is of a grade that would be problematic. You want a train configuration that can be the same at the origin as later along the journey. That's what you'd get by putting the depot at the east end of the site instead of trying to run it all the way to the west end of the site.
    1
  11901. Stressful!
    1
  11902. They've made it pretty explicit.
    1
  11903. Welcome!
    1
  11904. I have. Extensively. There's only ONE channel that pretends those are an issue, and they're a staunchly anti-China propaganda outlet. They'll show special effects from movies and say that's EVs in the wild. They'll show propane or natural gas cars exploding and say THOSE are EV fires. The issue is virtually non-existent. If you care about car fires, you'd never buy a dino-burner. They're literally powered by 'splodey juice.
    1
  11905. Thank you so much! These kinds of projects take a lot of time and energy, so this really helps out.
    1
  11906. They have approval for a vast network of tunnels in Vegas.
    1
  11907. There's a whole world that exists outside of our individual bubbles.
    1
  11908. Just think how many Cybertrucks the pope could build!
    1
  11909. No problem 👍
    1
  11910. Electricity prices are a lot less volatile than gasoline prices. Factoring in all the different variables is important, since they vary so wildly from one region to the next, and like you said, there can be even more factors that can make it an even easier decision. I would add that if we're really looking at averages, a whole lot more EVs are sold in places like California where incentives are stronger, gas prices are higher, and the ability to make money from solar is established. Some states like Florida punish homeowners for installing solar. Come on guys, you literally call yourselves The Sunshine State!
    1
  11911. Wow, that is a thing of beauty. No real complaints, but as you know, the "perfect" comparison doesn't exist. Everyone can find some variable to make it look better or worse. One factor I saw was "I can only use public chargers, and only during peak times!" That's rare, but I'm sure it happens. Even jacking up the $/kWh to what those chargers cost, it's STILL a savings, just not quite as big. Another one is the EV Registration Surcharge, which is how states have begun to offset the loss of gas tax revenue. It's seldom higher than $200/year, which is about what you'd spend on oil changes anyhow. On the flipside is the lack of maintenance, but yeah, getting into the weeds a bit. EVs go through tires quicker? Sure, but that really depends on the driver. Oh, I would caution the diesel numbers don't work. Diesel is more expensive because you get fewer gallons of it per barrel of oil. It is more energy dense, which also results in greater mileage per gallon. A quick look on Google suggest 25-30% more miles per gallon, which would bring the savings back in line with the other grades of fossil fuel. Message me if you revise it because I may use this in a follow up video. (Not as a response to this message, I don't get notifications on those. It was pure luck that I found this.) Also, thanks for the kind words!
    1
  11912. And a good plumber is what I need when my pipes are leaking. Still wouldn't take investment advice from either one.
    1
  11913. I appreciate your work and hope I was able to send a couple subscribers your way. I used as little of your footage as possible, and I meant it when I said you're doing great work. I'm only sorry you don't have a better subject to record. :( Are you at least close enough that the drive isn't a burden I hope?
    1
  11914. Wow, thank you so much!
    1
  11915. Unless you own shares of Twitter, their operations are their concern. I can see them going public again in 5-7 years, and the financials would be interesting to see at that time for sure. I never had any particular problems with how it operated before, and I still think it's fine. Sure, there are endless spambots, but that's always being worked on. Twitter is only going to get better. At least for most users. I'm sure there's no such thing as a "better for absolutely everyone" situation, but even simple changes can result in growth. People join and quit platforms every day. I can't see any of it mattering until we see how the next generation of Twitter transforms the user experience. There will be dozens of ways to monetize, which is why it's so odd that he's attacking advertisers over their concerns about the flood of posts big brands would never want to be associated with. They'll be back. Maybe Twitter will reign in some of the more egregious stuff, or find a way to better filter it for ads, or monetize some other way completely.
    1
  11916. They absolutely can, but the sheer scale of Africa makes building out a SuperCharger network challenging. Once the compact is ready to go, I'm confident they'll move into Africa, though I'm awfully curious to hear your thoughts on where they'll go first.
    1
  11917.  @davewhite113  I haven't seen a single credible economist suggesting that this single metric is cause for concern, or indicative of a lasting trend. It could be, but at this point it doesn't look likely, and the key indicators are looking fine.
    1
  11918. Maybe so. Society will undergo a massive shift for sure.
    1
  11919. All the reasons. I've made whole videos about it. You'd need a different motor, different battery, different airbags, different wheels, tires, and suspension. That car would be the NV91, which was canceled in April.
    1
  11920. You're welcome!
    1
  11921. It's not reasonable to believe none of them do.
    1
  11922. They don't show up on the ledger under BRIBES. They would be expedite fees, consulting fees, and really anything else. But yes, I believe the "difficulties" would be reported and handled in a way that keeps them to a minimum moving forward.
    1
  11923. Good question. I'll add that to my list.
    1
  11924. All. All the good.
    1
  11925. Appreciate that!
    1
  11926. Says who? A lot of us keep it on all the time.
    1
  11927. If you figure $1k for hardware and a 12% take rate, they're at even on that front, but they've clearly spent billions on development. As of today, I imagine they're upside down.
    1
  11928. So a minimum of 6, though potentially more... that's a big market.
    1
  11929. I guarantee he did. It made the rounds among employees. They were very curious to know who leaked.
    1
  11930. They've been hoping for that for years. It's interesting they've never allowed buy outs.
    1
  11931. I don't know if cathodes weren't part of the original plan, so there may not be enough floor space in the main building. I'll keep these questions in mind moving forward.
    1
  11932. Thanks Mark. I wanted to address some of their points, like why the video was "out of date," but I'll bear this in mind for the future.
    1
  11933. My kind of comment right here!
    1
  11934. Great info, thanks!
    1
  11935. I don't. On previous buildings it was impossible to accurately count since walls often go up before the floors are poured. The math for the main building worked without it, but this is a different sort of project. That's why I haven't been able to predict an end date. :(
    1
  11936. Whoever is paying you to tell lies should ask for a refund, because these are not convincing by any stretch of the imagination. Maybe post comments on conspiracy channels instead, those viewers might actually believe such nonsense.
    1
  11937. I almost never did the driving in the test car. FSD door to door. If it consumes more, it's reflected in the test. I'm not sure what my MY consumption rate is, but I'll check and include it in the 2nd part which will be out in a couple days.
    1
  11938. Thank you too!
    1
  11939. Except they're taking a year off from making cars, so how exactly is that good for sales?
    1
  11940. That's magical!
    1
  11941. There are two parts to Autopilot, and one is the driver. If the human missed the object, you can understand why the computer might have as well.
    1
  11942. BYD doesn't do hype announcements. Everything I've seen them announce comes out, and nearly always on schedule.
    1
  11943. Thanks so much!
    1
  11944. Diana is the organizer. I thought you meant the sister I met in Muskegon.
    1
  11945. It really is. And no one even noticed it.
    1
  11946. That's what I tried with www.YouTube.com/glossynews for a bunch of years. It's just a really tough racket.
    1
  11947. Wow, thank you!
    1
  11948. I appreciate that!
    1
  11949. I remain as curious as ever how they'll get the funding to build a mass production factory. Without mass production, the price will have to be substantially higher.
    1
  11950. I'm sure Kyle will have a video about it in coming weeks.
    1
  11951. I did, yes.
    1
  11952. All fenders will do that. Why isn't it tested? Why do some vehicles get a pass?
    1
  11953. Won't someone think of all those poor lead miners?!?
    1
  11954. It's using batteries. Normal ones.
    1
  11955. No worries!
    1
  11956. The motivation is money, same a everyone else.
    1
  11957. The problem is that the people who would hire and manage the subcontractors have also been let go.
    1
  11958. Really tough to say.
    1
  11959. Reminder to use coupon code BEST at checkout for 15% off your Fully Charged San Diego tickets!
    1
  11960. It has the same number of spare tires as all Teslas, including the ones with staggered wheels.
    1
  11961. Thank you for that correction. I'll dig more before talking further on it.
    1
  11962. Don't.
    1
  11963. Who cares? That's not what this is about.
    1
  11964. Thanks for the sub!
    1
  11965. This video was for you. You should watch it. Your misinformation may sell in the dumber corners of YouTube, but these viewers know better.
    1
  11966. Because I've addressed it head on in other recent videos, all of which got a lot of views. I can't address everything in every video.
    1
  11967. Figured it had to be an outside factor. Thanks for the clarification.
    1
  11968. You meet the experts where they are. There are endless channels that don't leave the studio. You can watch them if you prefer, but they don't have the same depth of information.
    1
  11969. How many years left on a 2013 transmission or engine?
    1
  11970. I think it's more that they're hungry for free content, and this contributor provided it. It doesn't appear to have gone through any editorial process.
    1
  11971. Theirs is much, much worse. Peter already got paid hundreds of millions because his comp package wasn't tied to revenue, profit, or even production.
    1
  11972. It's a neat car.
    1
  11973. GAO doesn't, which is why they told them to move forward.
    1
  11974. Lithium batteries existed. Electric motors existed. Banking on something that doesn't exist like hub motors or airless tires is more like counting on hydrogen or solid state. Gotta keep it real.
    1
  11975. Oh okay thanks. I didn't know.
    1
  11976. If a problem in one part of one city during a once in a generation cold snap is enough to shake your confidence, I suggest you look at other channels that routinely cover Tesla and other EVs from countries where extreme cold is the norm. These reports don't surface from Alaska or Norway, but places where extreme cold is the exception. This will result in a shift at Tesla, but all it likely needs is app notifications raising awareness when inclement weather is expected.
    1
  11977. I heard this some months back, and as I recall they may have just called it an SUV.
    1
  11978. They won't go airless. If we didn't discuss it in this one, it will be in tomorrow's video.
    1
  11979. That's the plan.
    1
  11980. That's a fine question.
    1
  11981. Thank you! A lot of credit is due to the Reddit moderator I showed in the beginning. I just added a couple extra steps.
    1
  11982. If you think I don't criticize Elon or his companies, stock around, maybe dig a little deeper. I routinely criticize, but only about real things that actually make sense.
    1
  11983. Good news. You have no objections to electric cars!
    1
  11984. I never opposed Mexico. I love Mexico and their production capacities and abilities. What I despise is lazy, dishonest reporting. Reuters was entirely wrong on 60% of their announcements, and 100% of their timelines. I don't imagine you're actually trying to defend that.
    1
  11985. We know.
    1
  11986. Elon haters sure love the gay stuff. Super weird. It would cost you nothing to keep your browsing history to yourself. What you're into is all you. Nobody here is judging you.
    1
  11987. Fair enough!
    1
  11988. Not yet. Too far over the horizon to know.
    1
  11989. That's funny.
    1
  11990. He doesn't watch my videos, and if he did, he'd need to watch as many as you to know how sad it's been.
    1
  11991. I "wrote" it during my 10hr drive to the bay area, and then shot it during the 2nd leg of the drive when I was in a Model X with my buddy doing the driving. I think it came out pretty well.
    1
  11992. It really is!
    1
  11993. What other cars?
    1
  11994. I've had some really great drives with it in other people's cars. My experience so far has not been as goo as those.
    1
  11995. Thanks for the encouragement. I do put a lot of work into it, so that means a lot.
    1
  11996. So you think they have another 7 years to go? I'll take the under on that bet.
    1
  11997.  @victorluna2009  3 years total or 3 years remaining? In either case I can't imagine how you could look at the progress even since January and conclude this is going to take more than another 9-12 months. They're already installing the stamping, casting, and paint shop. Those are not things you do with years left on the clock. Unless you mean for the entire site overall to be completed, which is not what this tracker addresses. If you mean the entire site, the answer is more likely that it will never be done because the scope will continue to expand.
    1
  11998.  @victorluna2009  Awesome! What do you do?
    1
  11999. What on odd curse to wish on them.
    1
  12000. I can't imagine funds like this wouldn't be verified.
    1
  12001. I spent a lot of time correcting it, but the variable bit-rate on Riverside makes it challenging. :(
    1
  12002. Sure hope to.
    1
  12003. Naturally!
    1
  12004. Considering the odds of dilution OR bankruptcy are 100%, it seems like "gamble" is the only word that comes to mind.
    1
  12005. I didn't ask, but it looks like the 2018s are going for about $60k.
    1
  12006. There was mention on the earnings call that something more affordable would be built on existing 3/Y lines. This wouldn't be built there.
    1
  12007. Lol
    1
  12008. It was requested. When you have topics you'd like us to address, feel free to let us know.
    1
  12009. But that means all trucking from a port could be handled within 200 miles. There's a lot of goods that come into Oakland that aren't shipped farther than that. And for any company that owns the facility at both ends, they can install their own chargers. Pepsi said it took them 3 years to get theirs put in, which does not bode well. If that's how long it takes today, imagine the backlog when everybody is putting in the requests.
    1
  12010. @Roger Starkey Texas has long been the US leader in wind power production.
    1
  12011. That's fair. What are the larger vehicles you might see on the streets there?
    1
  12012.  @irasthewarrior  No, sorry, I wasn't clear. I was asking for examples of large cars already on the road. Can you name some so I can look them up?
    1
  12013.  @irasthewarrior  I have been to Europe. I have lived in Europe. I never drove. I was just hoping you could help me understand which are the biggest sorts of cars you might commonly see there. Google is great for looking at buildings, but from that height all cars look like their the same size and it's impossible to tell one from another.
    1
  12014.  @irasthewarrior  It doesn't. It absolutely does not. You know better than that. Okay, fine. Tesla is releasing a 3% smaller CyberTruck. You heard it hear first. Is that better?
    1
  12015.  @jbil76  Based on sheer sales figures alone I figured they had to be more common than the doubters want to admit.
    1
  12016. I covered them back when they were still around.
    1
  12017. In which direction?
    1
  12018. They just don't have the smelting furnaces to do it, but more to your question, I have no idea why they don't. Seems like it would be fairly easy to permit and operate. No matter how well they dial it in, there's always going to be lost castings, plus all the trimmings that are removed on successful ones.
    1
  12019. Much appreciated!
    1
  12020. Glad you think so!
    1
  12021. Thank you! Cheers!
    1
  12022. But fossil fuel is subsidized, and the new budget proposals don't reduce them. If anything, the expanded leases will make them even more profitable.
    1
  12023. The insurance policy doesn't cover head to head races. 😐
    1
  12024. Glad you enjoy it!
    1
  12025. I think a lot of the ideas about $39k trucks may have died with the recent jump in inflation.
    1
  12026. Fantastic stuff.
    1
  12027. That's the generally accepted theory. No way all those companies sunk so many billions of their lawyers didn't think it would be approved.
    1
  12028. Trials have already been approved for a number of companies. You just look at the incident data. Done.
    1
  12029. He gets more right than wrong, and he's among the few speculators I'll even listen to. With that said, he definitely doesn't "know" for sure.
    1
  12030. They generally use YOUR insurance, not their own.
    1
  12031. Oh, come on, you're not a TOTAL embarrassment Darek. I'm sure you have SOME redeeming qualities.
    1
  12032. Very rude. Needlessly so. Please do better.
    1
  12033. Awsome!
    1
  12034. I'm not holding my breath on that front.
    1
  12035. Which roles were reduced/removed?
    1
  12036. Short sellers agree.
    1
  12037. Wow, thanks!
    1
  12038. Why?
    1
  12039. I don't trade options and have disclosed all my holdings. This video was made LAST SUMMER before things went as far south as they have. This video predicted what we have since seen happen. No same person is afraid of EV competition. Not this early in the transformation. There's room for every serious company to prosper. Lucid is not a serious company. The stock is down over 50% since this was published. I tried to warn you.
    1
  12040. The labor portion of a given car is not that much. Even traditional car building is done primarily by robots, but Tesla uses less labor than others, and the unboxed method looks to reduce that further, to say nothing of the possibilities of using Optimus (which I think is still too far down the road to bank on.) The benefit to Mexico and China is that they have free trade agreements with more than twice as many countries as the US. The TPP (Trans Pacific Partnership) we famously bowed out of by itself would have almost doubled our ability to export to those developing markets. Mexico can export to 50 countries tax-free, while the US can only export to 20.
    1
  12041. I lost dozens of subscribers over this video, but I knew I would.
    1
  12042. Thanks! I do hope so too.
    1
  12043. It may be a throwaway comment, but I do appreciate the grace in the spirit it's offered.
    1
  12044. Maybe. Kind of have to ignore a lot of things for that to add up though.
    1
  12045. That's honestly not bad.
    1
  12046. The comments from the past 4-5 videos insisting it's nowhere close to finished because it lacks XYZ. I felt those comments deserved to be addressed.
    1
  12047. It's a simple, elegant solution that has the added benefit of not looking terrible.
    1
  12048. Me too!
    1
  12049. There's a lot of excitement about a LOT of the new products. Xiaomi out there taking share from everybody.
    1
  12050. If the trunk will hold em, gotta consider it.
    1
  12051. Thanks David! I take my interviews very seriously. I always spend hours researching in advance so I can get the most information in the shortest amount of time. I've seen too many interviews where the questions show no understanding of the topic at hand, and others where the interviewer wants to come across as the expert while talking over the guest.
    1
  12052. Hard to argue.
    1
  12053. Inflation alone might make that a tad unlikely at launch.
    1
  12054. That's a different company. You may want to stick with mutual funds, certificates if deposit, or beanie babies.
    1
  12055. Because he's a dinosaur.
    1
  12056. SporingX! There's still some groundwater issues.
    1
  12057. BYD already pass Euro NCAP crash tests. The idea that these are death traps appears to be out of date. In any case, this one will be thoroughly examined to determine what it's really capable of.
    1
  12058. No. Did you just get fired for getting it so thoroughly wrong?
    1
  12059. Thanks!
    1
  12060. All we know for certain about Dan's videos is that he employs trickery at every level. So many aspects of so many of his videos have been debunked that it would be foolish to assume any part of them are actually true. Autopilot is not FSD. It's an ADAS system similar to what MobileEye uses. Those systems are generally less capable, but he doesn't even mention them.
    1
  12061. More, no, no, yes. Just finished a livestream where these questions are answered along with the reasons for each. https://www.youtube.com/watch?v=DTMPjwyE5rU
    1
  12062. Why you always so grumpy, Eyore? Nothing makes you happy.
    1
  12063. Appreciate it! It went over a tad better than expected, which restores a bit of my faith in humanity.
    1
  12064. There are UAW members in the comments here arguing each other must not know anything because every plant is a bit different and not everyone has the same experience.
    1
  12065. Less like drawing targets after the arrows have flown, and more like dialing in the scope. If it always lands just off to the left and down a bit, that's where I estimate it will hit.
    1
  12066. Much roomier, but we'll see what they actually build.
    1
  12067. I understand, and thank you for the feedback. The market is small today, but even if it's announced tomorrow, the factory couldn't ramp production for another 2 years. The market will improve during that time. Also the lack of huge import tax will help. And of course all the other markets they can export to. I agree that Tesla Energy could see strong demand, but I stand by my belief that a car plant would work as well.
    1
  12068. Chemistry is among my weaker areas. I'm more of a mathemagician.
    1
  12069. Nobody cares. That's not what this is about. I'm explaining how we got here. And don't use "woke" as a slur. It doesn't work and it makes us look like the baddies.
    1
  12070. I'm not going to cask you dishonest or foolish, but your comments do have a certain ring to therm. If these problems were universal, the reports would be as well. AAA reported there overwhelming majority of child weather failures were gas cars. That's not really being reported, is it? Your fear of technology goes too far. It lacks sincerity
    1
  12071. Awesome, thank you!
    1
  12072. I did football fields a while back.
    1
  12073. Haven't thought about that movie in a loooong time.
    1
  12074. There's some truth to that.
    1
  12075. It isn't V2G, but V2L.
    1
  12076. Who is JB?
    1
  12077. They test that.
    1
  12078. Maybe. Too soon to see how this ends.
    1
  12079. You got it. There will be one because if there isn't, I'll be the one to buy it and put it in service.
    1
  12080. Maybe.
    1
  12081. It's what people click. We A/B test them. Sucks it's this way, but it is
    1
  12082. The nerve of people like me?
    1
  12083. Sadly, I have to agree. I think earliest production is looking like September or October, if I'm being optimistic, but no customer deliveries in 2021, or at least not in terribly significant numbers. I'd love to be wrong, as a rabid fan and shareholder, but I'm tracking the numbers, so that's my belief.
    1
  12084. They should do that.
    1
  12085. Without a mass produced car, Lucid is finished. Even they know this. They've said it repeatedly. They don't have a mass market car, and have no capacity to build a car in any segment that sells at a positive gross margin. Your 8 shares are in danger.
    1
  12086. I've excluded those because, even as hard of work as they are, those are logistically easy. If you've ever seen a parking lot go in, it takes a day. Even a parking lot as massive as this one is a 3-5 day project at most. There are already roads going in along the west side near the highway, and to the east and south of the parking lot. They took very little time in absolute terms, but even less compared to pouring footings, or erecting steel.
    1
  12087. Thank you my friend! I work very hard on it, spending far more hours than I should, so it means a lot that you appreciate it.
    1
  12088.  @BeachCity  Look of V2G or bi-directional charging. It's well under consideration my friend.
    1
  12089. This actually might be smaller than the buried one in Pueblo. I've been there. It's a lot of hiking for an out of shape guy like me.
    1
  12090. Ah, interesting.
    1
  12091. You've missed the point entirely. When you throw around "woke" and "lawfare" in the span of four words (five if you count the typo,) you make it clear that you're incapable of free thought. Are you the sore winner I was talking about? I ask because any reasonable person would assume we're on the same side, but you see "maybe don't be petty" as a personal attack. We won. We got everything we wanted. Time to move on.
    1
  12092. What would I do without all you chuckle donkeys flooding in with middle school attempts at humor. Your efforts to drive engagement and visibility are greatly appreciated.
    1
  12093. There are people looking to buy particular industries. A lot of bot companies are not publicly traded. There aren't a lot of great options for those investors.
    1
  12094. Glad you enjoyed it!
    1
  12095. Mercedes (and everyone) will figure out how to build them more profitably over time. They have the ability, and increasingly, they have the will. They know it's do or die.
    1
  12096. Zoom out and give a good think on your claims.
    1
  12097. Rimac is faster than either one. Doesn't matter if you can't sell them. NO ONE IS AFRAID OF COMPETITION. The pie is 80m cars. Lucid only needs to sell a few hundred thousand to survive. At this rate that will not happen.
    1
  12098. All hood points.
    1
  12099. China Observer is not a credible source.
    1
  12100. I believe you, but do YOU believe it?
    1
  12101. MSM only wants clicks. Elon has every right to choose to be political, and to pretend he isn't would be dishonest.
    1
  12102. Would also be a more painless transition due to the less frantic production pace.
    1
  12103. Is it?
    1
  12104. Always!
    1
  12105. Amazing!
    1
  12106. Tesla do not cost more to insure than other cars of comparable price.
    1
  12107. Not all companies are struggling equally.
    1
  12108. How so?
    1
  12109. Naw.
    1
  12110. They would need tens of billions to roll out even a skeleton network in the US, and they'd need to do it before they start selling. It's a solution in search of a problem. It's expensive, failure prone, and locks the company into a very specific voltage and form factor FOREVER. It's much too early to be placing those kinds of restrictions on the future of all cars you plan to build.
    1
  12111. You're in too deep.
    1
  12112.  @LoudValves  I've seen other channels call them a scam, but I don't think that's the case. They are just now discovering how truly difficult it is to enter mass production. They appear to have sufficiently deep pockets to weather the storm, and that's why we're going to see them on the road. They need to be a bit more honest though. It's their CEO's pattern of dishonesty and steadfast commitment to opacity that convinced me not to invest.
    1
  12113. He's been reposting outright lies that have resulted in death threats against charity workers. We need to stand up to misinformation regardless of who is spreading it. If someone was doing that to me, I'd be pissed as well.
    1
  12114. Indubitably.
    1
  12115. No, it sadly has not. :(
    1
  12116. He didn't collateralize the purchase of X against his Tesla shares, so that would only make sense if the value of X had fallen. It hasn't. It's back to where it was originally.
    1
  12117. I fear you may be right.
    1
  12118. Thanks, will do!
    1
  12119. Shut up, baby, you know I love you.
    1
  12120. Funny! I'll send a note to the editor. Thanks!
    1
  12121. Great point.
    1
  12122. It's almost impossible, since it's not a privately traded company. The only workaround I've seen is to invest in companies that have been able to buy these privately held shares.
    1
  12123. Not quite. I have the satellite footage handy, and Texas is substantially larger in its current phase than Berlin is in theirs. It's not twice as big, but it's easily 30-50% larger. Let me know if this is something you'd like to see me cover in a future video.
    1
  12124. Did you watch the video?
    1
  12125. He said that, but he didn't show it, and he's prone to hyperbole. The damage is inconsistent with a bifurcation.
    1
  12126. I think your statement is perfectly reasonable.
    1
  12127. That's incorrect.
    1
  12128. People who live in the woods without homes there are tree people. We all love trees, but some of us like you and me don't do so in order to stop the one company doing good
    1
  12129. For intercity travel?
    1
  12130. Model S is honestly too wide for my taste. It's a phat car. Trucks aren't ideal for urban settings, but there are plenty of non-urban places in Europe and a few thousand a month would only be a single carrier ship, and would be a tiny sliver of the entire market.
    1
  12131. That's the one, yes!
    1
  12132. Same to you!
    1
  12133. I did that EXTREMELY early in the video, and the thumbnail.
    1
  12134. Still a longshot.
    1
  12135. It isn't free though. I earn very little. I am paying to advertise them without help or cooperation. It's challenging.
    1
  12136. They haven't sold the corrosion problem, and it looks increasingly like it's not an engineering problem, but a physics problem.
    1
  12137. UNDER delivers? Typically Tesla over delivers on all specs.
    1
  12138. It doesn't appear to be under construction. Is it?
    1
  12139. SOON? We're nowhere close to that, and they don't have access to the tens of billions you'd need to build out that infrastructure. It's one of those concepts that looks good on paper, like hydrogen, but entirely collapses once you start trying to draw out the logistics to make it actually work.
    1
  12140. So nice of you, thanks!
    1
  12141. If you've watched the channel you'd know how mistaken that is.
    1
  12142. I'm just glad you're still here.
    1
  12143. Nonsense. Already works in countries with more EVs and more apartments. It just works.
    1
  12144. Thanks! Glad you enjoyed it. I love his stuff but I get it isn't for everyone.
    1
  12145. Very ouch. It's unfortunate, but it's something I'll bring up to Mark for future events. Have to wonder how much event coverage was lost due to copyright claims from the background music.
    1
  12146. I do provide the summary on screen, I just don't feel good about sending them traffic that's in effect an advertisement for their premium subscriptions.
    1
  12147. The depreciation is artificially distorted right now due to supply shortages. I bought my used van four years ago and it's worth almost as much as I paid for it, but I can't imagine that will hold for too much longer.
    1
  12148. It's very odd. There are very few places in the US that do any sort of safety checks on older cars, so used cars stay on the market kind of forever. It usually makes our used car market softer than in other countries where standards are higher.
    1
  12149. Boom!
    1
  12150. A VERY good point, since he didn't tear that second car apart. They only inspected it visually.
    1
  12151. Absolutely!
    1
  12152. Thank you!
    1
  12153. Thank you 🙌
    1
  12154. I'm glad you found it.
    1
  12155. Model Y costs less than Model 3 in many configurations.
    1
  12156. All true.
    1
  12157. Fair enough!
    1
  12158. Rivian was unveiled in 2018, so if CyberTruck enters production this year (which is still a big "if") it will be around the same pace. The key difference between Rivian and Tesla is that almost 100% of Rivians focus was on their pickup. Tesla knows they can make tens of billions on Model Y demand, and that's easier to scale, so that's been their focus. I'm disappointed with this decision as a fan and consumer, but as a shareholder, I get it. The electric F150 (before it got the name Lightning) was confirmed in January of 2019 11-months before the CyberTruck. If CyberTruck comes out by early next year, their pace will be comparable. What matters more to me is how many units each will sell by 2025. The Rivian has SPECTACULAR reviews, but they have serious problems with cost control. If they can solve that as they scale, they'll take a nice fat bite out of ICE truck sales. Ford is hoping to ramp Lightning production to about 15% of their truck fleet, but they have no clear path to securing enough materials for the batteries, and their ability to maintain the needed margins on non-ICE vehicles is uncertain.
    1
  12159.  @thomasklein4265  Your first joke was better. You need to workshop this one. It's got potential, but you're not established enough to pull off the ranty "get off my lawn" shtick.
    1
  12160. Hope to see you at the big event in Muskegon in June!
    1
  12161. You sensed right. Joked about it before, decided I couldn't leave without doing it.
    1
  12162. I've never noticed the trend from any brand, but also haven't been part of the rush hour traffic grind for over 15 years, and only one of the past 20+ years. I'll be the first to admit my frame of reference isn't particularly meaningful in this context.
    1
  12163. Sounds like you didn't watch the video.
    1
  12164. Hope you didn't return to serious damage. :(
    1
  12165. Your math is irrefutable.
    1
  12166. If you don't find the progress at Giga Texas dramatic, I suspect there's no pleasing you either way. ;) The voice is the one I have. If I could have built my channel to TV standards from the get go, I would have hired gorgeous people to do that part of the job, but you know how it is with YouTube. There isn't even enough revenue to cover my hours, let alone anyone else. Thanks for your feedback and I'll bear it all in mind!
    1
  12167. Yeah, he's the best.
    1
  12168. Love it! Right, like when they asked what China factory or what Model Y? They couldn't see what was already looming on the horizon and they missed that 10x. It's unfortunate, but you're right, there are still those who can't see it.
    1
  12169. Always!
    1
  12170. Not BYD. I've yet to see that. BYD is a massive exporter, and if they were pulling shenanigans, it would show up in foreign delivery and registration figures. I saw an abandoned field with a tiny brand whose name I can't recall, all of which were owned by a defunct rideshare company. The biggest I've seen was a few hundred cars, but it looks like they might have been pulling a tax scam. Bad idea in any country, but you'd have to be especially short-sighted to try it when the org you're ripping off is the Chinese government. They really don't stand for that.
    1
  12171. Sounds like a realistic expectation.
    1
  12172. That's crazy!
    1
  12173. Certainly. If they started now they could hit that run rate by the beginning of 2028, but it doesn't appear to be imminent.
    1
  12174. That we know of.
    1
  12175. Unlikely. Everyone else canceled theirs because it's wildly impractical, destroys tires, and makes control very difficult.
    1
  12176. It's pure math. Do the up-front costs make sense against what the same capital could return in the same timeframe? If not, then it's a no, and if it's a yes, it boils down to whether or not the parts are available. Just my two cents. ;)
    1
  12177. The tool used to remove the background music does a pretty good job, but it's not perfect.
    1
  12178. They've been able to. That was always the plan. If you didn't know that, you should probably step back and take some time to understand even the absolute basics. I think you do know that and you're dishonest.
    1
  12179. Patreon takes a much smaller percentage. About 8% vs YouTube's 30%.
    1
  12180. Why not the already flat grassland they have to the north? No grading needed.
    1
  12181. Appreciate the feedback. The delivery style isn't for everyone, and I'd argue that's true for every host on YouTube. As for the concrete walls, that isn't universally true. Giga Berlin has tons of concrete interior walls. They're used as firebreaks, as well as sound insulation. Even Giga Texas already has concrete walls on the interior just south of the paint shop. While it's still possible this can be an exterior wall and some portion of the central corridor will be left without a covered structure, it would be premature to count this area against the site total until we know for sure.
    1
  12182. The are over five million cars in the city, but price sensitivity is extreme.
    1
  12183. Thank you very much!
    1
  12184. Got it, thanks!
    1
  12185. Are you still holding?
    1
  12186. It's not a more if it's a foot wide and a foot deep. That's a tripping hazard.
    1
  12187. I hope it hastens the wns of the dealership business model. They've been terrible for generations and they've only gotten worse.
    1
  12188. Back to your drawing board, my eager little friend. That damp sack of wet trash wouldn't even sell on facebook, and you're trying the routine here? Among people who actually know better? I want to give you a D-minus just so you pass the class and we don't have to deal with you again, but it's not even on the border. That was a bad, BAD comment.
    1
  12189. Good point. They could have used the S/X platform to make a half-ton truck years ago, but it would cost $100k+ and offer mediocre utility.
    1
  12190. The 7 seat versions are pretty hard to find.
    1
  12191. That wouldn't extend beyond the terms of the lease.
    1
  12192. That doesn't sound very plausible. FSD disengages if you look at it wrong. Just pay attention to the road and you'll do fine.
    1
  12193. Wait until you see part 2 coming tomorrow.
    1
  12194. Seems like it's exactly that, but with Model Y before it.
    1
  12195. Looks like I won't have a choice.
    1
  12196. Longview.
    1
  12197. Good point.
    1
  12198. Me too.
    1
  12199. So, so many comments about it across a bunch of videos. Even now the opinions remain divided.
    1
  12200. That's your screen, bro. You should get that checked.
    1
  12201. Wait, you're telling me people can't buy a car when it isn't for sale?!? Why has no one told me this!
    1
  12202. You know better. I already asked you to step up your game.
    1
  12203. Thanks!
    1
  12204. We expect that! The Model 3 refresh performed a LOT better against their EPA range from the previous. We expect that again.
    1
  12205. Scary thought. Sure hope not.
    1
  12206. Let's see if they have the batteries and margins.
    1
  12207. The German government is friendly to EVs and Tesla. 99% of the people are as well. Don't let the crybabies in the woods convince you otherwise. That's what they want.
    1
  12208. No summon on mine. Can't use it with HW4, sadly.
    1
  12209. Hard to have "massive financial problems" while sitting on tens of billions in cash.
    1
  12210. You bet!
    1
  12211. They'd block all the stalls, wouldn't they?
    1
  12212. I'm very excited about this one. I'm giving it a lot of prep.
    1
  12213. He does seem a bit paranoid. Have to wonder about someone like that.
    1
  12214. Good for 75,000 charges, give or take.
    1
  12215. NOTHING new?
    1
  12216. If you're going to be mean, at least be right. Google "mining truck uses regen" and you'll find stories about it. Mark knows his stuff.
    1
  12217. Thanks for the support! And as I told you then, Mr. AzA is my father. ;)
    1
  12218. He's got a guy.
    1
  12219. It's a great truck for sure. Very different!
    1
  12220. More to come!
    1
  12221. Glad you enjoyed it!
    1
  12222. Wow, nice!
    1
  12223. It's certainly frowned upon.
    1
  12224. They aren't. Those are awaiting delivery. We're still seeing a gap between order and VIN assignment.
    1
  12225. No sir. No questions.
    1
  12226. I've heard from angry investors on every company I expose, and I've never been wrong yet. Assuming THIS will be the first one I get wrong requires some magical thinking.
    1
  12227. That's a truck. That's every truck and van. Cargo vans routinely weigh 8,000 to 11,000 pounds and very few of them have collision avoidance systems built in. I trust you're equally outraged about those?
    1
  12228. Wait, you're saying "fold-down seat with cupholders" isn't enough center console for you?!? ;) It's a good point you raise. If the front is a single bench, that would make a conversion costly and impractical. If the three seats are independent, there you go. Just pop it out and put in an aftermarket special.
    1
  12229. I expected a better take from you. A joke? Do you really think the video was a joke? Because millions of viewers didn't think so. They mistook the entertainment for science, which it absolutely is not, and failed to notice the undisclosed conflict of interest.
    1
  12230. I've been wearing my Arcimoto hat this week. It looks nice.
    1
  12231. I see you've never flown RyanAir. ;)
    1
  12232. It's answered in the video
    1
  12233. I'm a planner. It's how I get stuff done.
    1
  12234. Bet he did.
    1
  12235. Which model(s) do you think they would make?
    1
  12236. What a bizarre take. Critical have said this about every "next" Tesla. The X won't be safe! The cheaper car (3) won't be safe! The Cybertruck won't have crumple zones and will never pass crash testing! How many times will they be wrong before they finally about Tesla won't sell a car unless it's industry leading in safety?
    1
  12237. Excellent questions! I covered this in the previous segments, but I'm tracking time rather than budget or material, because tracking those items are nearly impossible from the sky. I used the construction on other Tesla sites as the template to best approximate the timeline. I'd love to hear your thoughts after watching the earlier installations. There's fewer than a dozen.
    1
  12238. @Max White hey... I know this guy!
    1
  12239. Hasn't changed, as far as I know. Modders are hesitant to mess with that.
    1
  12240. That's a very good question. Really though, what is the use of any whistle? I would assume to alert children that there's no running by the pool.
    1
  12241. There are a number of people who believe so, but I haven't seen them show up in the sales in a meaningful way. The bigger takeaway is that the vast majority in the middle don't seem too bothered.
    1
  12242. Juicy!
    1
  12243. Did the title not display?
    1
  12244. Not crazy, though my suspicion is to the upside.
    1
  12245. Much appreciated!
    1
  12246. Tesla has almost no debt. BYD has substantial debt, and was recently caught hiding $44 BILLION in debt upstream in the supply chain. You seem to have exception confidence in things you seem to know very little about. Might want to dig into some of your claims before posting them.
    1
  12247. He has, on paper. In practice you still need people, and not everyone wants to live in Texas. That's why companies like Tesla have engineering and design centers around the country and around the world. The best talent in software is still in Silicon Valley.
    1
  12248. Nothing yet. It is still whispers. It could be like Lathrop where it's already well underway at an undisclosed location. Will keep you posted.
    1
  12249. You should look up what words mean
    1
  12250. Their are politicians who say billionaires shouldn't exist. That strikes me as AWFULLY far to the left.
    1
  12251. I said it about three times.
    1
  12252. They are relentless.
    1
  12253. The prototypes are carbon fiber. The engineers have said they are not yet certain what the final material will be.
    1
  12254. @jkm what did you pay for them, and what are they worth today?
    1
  12255.  @georgesealy4706  Okay. And what will they do with the cheap electricity? How does that create a competitive advantage over literally anyone else?
    1
  12256.  @georgesealy4706  That's probably never going to happen. Even if it does, it's not a win. Energy losses in hydrogen are so massive it could be 80% off retail and still barely make financial sense even before you consider the cost of storage and transportation. Hydrogen is already a dead end.
    1
  12257. I'm counting production, so those would have been included in the Q1 numbers already. 36 hours until we know.
    1
  12258. Tesla is a global company.
    1
  12259. This is precisely my take. If politics or legitimate business considerations come into play at all, they're at most 10% of the motivation each. The real motivation I see is getting them tasty clicks. You post Tesla FUD and the broke kids show up en masse to share it as PrOoF that Elon is a fraud or a monster, somehow. "A lie can travel around the world and back again while the truth is lacing up its boots.”—Mark Twain
    1
  12260. They were just SURE they could do it, and it would be easy.
    1
  12261. So close!
    1
  12262. They do use Starlink. It was in the first interview we did.
    1
  12263. Indeed, and we've looked at a variety of the numbers based on different take rates and full accounting, but v12 is still over the horizon.
    1
  12264. I used to reach out to him every 6 months or so about coming on. He never responded. How could he when his position is indefensible... essentially.
    1
  12265. I'll be seeing Lars again in England next weekend!
    1
  12266. The test vehicles we've seen still don't have that, so I'm not sure if that's a feature that's going to make it into production. :/
    1
  12267. That would be cool, but I think they'd face social backlash over building a "company town".
    1
  12268. I hadn't considered that China might want to protect the low end of the market, but it would make sense. That's where their brands are still capable of dominating. One counter to that would be the sheer size of the market, and that even Tesla couldn't sell enough to "really" hurt them, but it's still worth considering.
    1
  12269. Dunno man, sounds like the sort of thing a robot might say.
    1
  12270. The wording used to describe it doesn't make that conclusion obvious.
    1
  12271. Others have said it's around $20k in Brazil.
    1
  12272. Glad you liked it!
    1
  12273. Tesla just put out their own analyst compiled estimate, and it has S deliveries over 6k, which I think is absurdly high. I'll be happy if I'm wrong though. I'm not even talking deliveries, but production. Model S still has to ramp. A lot of the line is established, but plenty of it isn't.
    1
  12274. I'd probably get one as well.
    1
  12275. You bet! Appreciate that.
    1
  12276. Much appreciated!
    1
  12277. The workers aren't being greedy, but they don't even get a say in the matter until the UAW allows it to come to a vote. The workers aren't being unreasonable. Shawn Fain certainly appears to be.
    1
  12278. You're not working.
    1
  12279. May 3rd, 8am. See you then!
    1
  12280. You bet!
    1
  12281. It appeared that it would be urgent to keep the 50% growth going, but the Model Y really sold like crazy.
    1
  12282. Thank you so much!
    1
  12283. You should do actual research instead.
    1
  12284. We shall see.
    1
  12285. He did what was possible within the corporate framework. For the first iteration, he wanted to leave a fat safety margin to be safe.
    1
  12286. Yep. High profit first. Path of least resistance first, really.
    1
  12287. Every candidate for president has promised that for at least my entire life. Even Trump promised it last time, but never got it done. It's a political process and these are not people with any political experience.
    1
  12288. Shush. The grownups are talking.
    1
  12289. Anytime!
    1
  12290. Concerning doesn't adhere to the conventional meaning in all things Elon, and it definitely doesn't mean true.
    1
  12291. Sent them a message.
    1
  12292. I didn't. I said that's what the dishonest skeptics say. It's more like forty thousand.
    1
  12293. What do you think the Warren trusses are for if not the roof?
    1
  12294. It's already allowed. Please stick to facts.
    1
  12295. You've driven one then, have you? Come on, my guy. Keep it real.
    1
  12296. There are three seats. This is the risk you take when you don't speak from experience.
    1
  12297. The odds definitely go up in a purely meat-operated machine.
    1
  12298. Maybe?
    1
  12299. I try to add a new element each week, but the quarterly results videos took a lot of time. I do my best to provide top shelf content, but it's difficult considering how small the channel still is. I'm almost to my one year anniversary, and have published 220 videos, and yet my entire channel has fewer views than some of the other Tesla channels get on a single video. Solving the Money Problem earns more on his average day than I did in my best month ever. I'm not complaining. He works his butt off and I account for an awful lot of his views. I'm just explaining why it's not always possible to make the videos to an A+ standard every single time. :/
    1
  12300. You are as correct as I am sad. :(
    1
  12301. Appreciate the watch.
    1
  12302. Thanks!
    1
  12303. Interesting.
    1
  12304. What a turd. You deserve a scoop.
    1
  12305. Could be. I don't think they'd go into any market where it would take 7 years to ramp though. Not for the initial targeted production. Anything past 2 years would likely be unacceptable.
    1
  12306. Have to wonder, since it was running air conditioning and it was a hot day.
    1
  12307. She's a clever robot.
    1
  12308. You know it.
    1
  12309. I'll take the under.
    1
  12310. I like that!
    1
  12311. I'm sure there are some, but the genuinely awful ones are a lot easier to spot. I assume you're asking outside of dedicated EV & Green Energy publications, and looking more at the broader publications. None immediately jump to mind.
    1
  12312.  @JimCallahanOrlando  that's really all I meant was a deeper look at the numbers, not any sort of predictions. We don't know how much they even plan to install, let alone when.
    1
  12313. You and I see the what's possible. Gotta remember that a lot of people don't even think smartphones are going to catch on.
    1
  12314. Dang it, thank you for catching that! It's normally at the top of every description, but I somehow didn't get it in there on this video. It's fixed now!
    1
  12315.  @pjfry  I'm not investing because startups almost always fail, even when the product is exciting. I tried investing outside my area of expertise and it's never gone well. I don't know how many they'd need to build and sell to count the company as successful, but if they can get to 25k/year, they can start building products with a wider appeal.
    1
  12316. Same here. Mine was more like 15-20 minutes, but it wasn't 15-20 WITH the guy. He just handed me stuff and went back to helping other people. Of the actual time I needed from him, it was more like 5-minutes, which leaves plenty to print stuff out and move the next car around front for whoever is showing up next. It really isn't a sales situation as much as a delivery one.
    1
  12317. Wanna know how I can tell you've never driven one?
    1
  12318. Oh yeah, good point.
    1
  12319. I hope so, but we've been moving into robotics for years and the discussion is just now starting to open up.
    1
  12320. My experience is different. The people who said they wouldn't touch it at $190 TWO SPLITS AGO are now saying "of course it ran up, everyone knew it would, but NOW it's too high."
    1
  12321. Thanks!
    1
  12322. Isn't that what I said though?
    1
  12323. Not a student of history, I take it. It is unquestionably too soon to reach a conclusion. Showing a January dip in Norway ignores that it happens every year. Tesla & Elon haven't changed since December, and that was their best sales month of all time. This COULD be a dip, but pretending you actually know reflects poorly on you. No one with an established track record of accurate projections has sided with you. They wait for credible data.
    1
  12324. Nobody reads the fine print. If people read their land titles, they'd understand how far from absolute that right actually is. For the curious, nearly all land owned is "fee simple" which is enough to show the limitations.
    1
  12325. Thanks!
    1
  12326. I agree on the timelines being honest, though too optimistic. The engineers truly believed autonomy would be cracked by now, which was why Model 3 leases did not include a buyout option. Tesla wanted those cars back to launch the robotaxi fleet, and they were absolutely convinced it would happen. There is no crystal ball capable of telling you when you can solve a problem for the first time.
    1
  12327. A fine question.
    1
  12328. I did and I apologize for that. I had the clips but I just couldn't keep the darn computer alive to keep the edit going. Just got a system restore flash drive in the mail from HP today, so I'm going to try to reset the system tonight to see if I can avoid having to return the damn thing. :(
    1
  12329. I tried researching this and only found evidence of various bailouts that actually happened. If the cases are narrow (and I do believe you on that) it still leaves some room for assistance should it get to that point.
    1
  12330. It's all the channels. They have infinite capacity and YouTube makes moderation cumbersome.
    1
  12331. There are big reasons these didn't catch on.
    1
  12332. Fantastic information, thanks!
    1
  12333. No. He owns an engineering firm that tears cars apart and analyzes every component all the way down to the type and number of the bolts, the precise alloy of the metals used, and what they're doing right and wrong. Car companies pay his firm millions for a report on a car, and a typical report is many thousands of pages long. It includes what they did right, what they did wrong, and how it could have been built better. His company has torn down a Model 3, Model Y, and now they're in the process of doing the Model S. They've also done this with VW, BMW, Ford, and many other cars, as well as aircraft, appliances, and almost anything that can be produced on an assembly line.
    1
  12334. Maybe... maybe.
    1
  12335. They suggested they might add reflective tape, but it will NOT stick out farther. The car will already be 200mm closer to the curb than a Model S.
    1
  12336. Can't find anything on Google having ownership interest, but a great comment.
    1
  12337. After the shenanigans pulled by Robinhood, my faith in companies like them has evaporated.
    1
  12338. That's the confusion. CNBC is saying it would be expanded to all buyers (low income, high income, retired,) but I can't find verbiage in the memo to support that.
    1
  12339. We have a base rate for the connection, but I don't include that because it doesn't change based on how much power I use, and if I didn't have an EV, I wouldn't shut off the electricity in my house.
    1
  12340. It wouldn't be hard to move Model 3 production to Giga Texas, but the S/X line (which I believe will also be the Roadster line,) probably wouldn't make financial sense. It would just be the end of those models. The real trick is finding enough capable labor to outfit a high volume production line, especially in an area with limited production history.
    1
  12341. I don't get the whole influencer thing. They aren't selling data or information, but influence.
    1
  12342. Thanks! Will do!
    1
  12343. The least of my worries for this concept.
    1
  12344. There is a controller for that, but it's not expected to be used outside of development.
    1
  12345. They don't really tell us, but don't sweat it. Just need to keep the channel growing.
    1
  12346. Happy to help!
    1
  12347. The market for THIER EVs at the price THEY are selling them... okay, yes, I believe all that.
    1
  12348. I have brought great shame on my family.
    1
  12349. Think so too.
    1
  12350. Lot of people think "China makes junk and they fall apart!" unaware that they're already here, and getting solid reviews. Heck, BYD has been making buses in Los Angeles for years.
    1
  12351. It's been a very challenging path, but it's starting to work.
    1
  12352. I think the $39k price was a trick to force legacy guys into losing money and building bare bones disappointments.
    1
  12353. Thank you so much!
    1
  12354. Didn't see likes that high. Would be a bit disproportionate to the views. Maybe it was the view counter you were watching?
    1
  12355. This isn't a mine. The US has a bad history with company towns.
    1
  12356. True that!
    1
  12357. Mark's heart was always in the right place. It's the execution that was lacking. With him out of the company, hopefully they'll be more focused on production than always making better prototypes that never get to market.
    1
  12358. Wow, thanks!
    1
  12359. He has enough existing shares to cover the taxes anyhow, but that would make sense.
    1
  12360. They do burn less gas.
    1
  12361. Wow man, you're in deep. Nobody's mad, sweety, we're just disappointed. You'll understand when you're older.
    1
  12362. There is, but there isn't today.
    1
  12363. It knows what it did.
    1
  12364. I haven't, no.
    1
  12365. You are so welcome!
    1
  12366. @JJ E What did I say that was wrong?
    1
  12367. I'm confident these stories don't rise to the level of libel.
    1
  12368. Love it! The slope behind the area we always look at faces south, so right behind it.
    1
  12369. I mean, the headline goes a bit further than I would have, but still.
    1
  12370. Video explaining everything tomorrow morning.
    1
  12371. Might have been their cost at the time, but you're right, that would tip it significantly.
    1
  12372. At least you have a tradition to fall back on.
    1
  12373. Quite the opposite. Channels much smaller than mine are routinely invited to press days for all sorts of manufacturers, and when Tesla had a PR department, they did the same. When Track Mode was rolled out, Tesla brought in everyone they could find to experience it first hand. I'm more of an analyst who happens to have a YouTube channel, and this is my full-time profession. If you haven't followed my numbers in the past, they're awfully good. Better than Wall Street for all but one quarter of the past 12, seldom off by more than 1%, and sometimes you need tenths of a percent to find the miss.
    1
  12374. Infinite TAM to boot.
    1
  12375. Groundbreaking in August 2020. 400 days after that is December 2021. Sorry I wasn't more clear.
    1
  12376. Thank you! Cheers!
    1
  12377. You sound like someone who missed the boat. It's healthy to work through your anger. Not so much in lashing out at strangers.
    1
  12378. Much appreciated!
    1
  12379. Depends where you live. In much of the world he got it wrong. Funny how our language is.
    1
  12380. Succint!
    1
  12381. They can't. I mean, I don't see how it's possible.
    1
  12382. Looks like your theory checks out. Today's drone footage showed several boom trucks accessing the interior ceilings from the ground level outside.
    1
  12383. It sounds like you're not familiar with agile construction. It's intersting stuff, you should check it out. The quick explanation is that the alternative is waiting until the plans are 99% done to start, even though time is absolutely money. Tesla's competitors are waiting until their plans are truly complete to start building, which results in a few years of delay in the most ideal of circumstances. The tech is evolving so quickly that the result from other car companies isn't a better factory, but just a later one. They'll always be several years behind because their "perfect" factory is already out of date by the time it's ready to get started. The cost for rework is minimal compared to the cost of not getting into production. If you can shave $50 off the cost of a single vehicle in a million-car plant, that's a half-billion over ten years. The rework costs vastly less than a half billion, so the return on investment is a no-brainer.
    1
  12384. Per year, not per month. Still too much.
    1
  12385. Awesome possum, I appreciate the feedback. I'll keep 'em coming if you still want to see them.
    1
  12386. I doubt it strictly because the market cap is so large that it gets too big to manipulate.
    1
  12387. Great point!
    1
  12388. My advice is to shop around. Some states are harder than others, but in the Northwest I'm paying something like $138/month for full coverage.
    1
  12389. Two weeks.
    1
  12390. It's also 11.4.4.
    1
  12391. Lost? Nothing. I bought a car and I have a car. What a weird question.
    1
  12392. Aw, thanks!
    1
  12393. Certainly open to that once I'm back in town.
    1
  12394. Our pleasure!
    1
  12395. I haven't seen anything to suggest that he's being unduly kind to Chinese EV makers. They are formidable and that deserves recognition.
    1
  12396. It's so heartwarming that the trolls keep watching and commenting. Engagement like that really drives viewership, and I appreciate it.
    1
  12397. You bet! He's a sharp guy, glad he could join us.
    1
  12398. Can't please everyone.
    1
  12399. Thanks 👍
    1
  12400. Indeed, but there are still likely lessons to be learned.
    1
  12401. No, but close.
    1
  12402. Makes sense. If you couldn't see the reality of Lucid's mess, maybe you can't see what a mess truly looks like.
    1
  12403. In what way?
    1
  12404. No worries!
    1
  12405. Tesla is too valuable to go private now, but the way it works is the company suggests a price, typically above what it's trading at presently, and shareholders vote yes or no.
    1
  12406. We have fun.
    1
  12407. Much appreciated, Norman. Looking forward to seeing you around.
    1
  12408. Several, though unlikely any you'd have seen... look up 4KPodcast or 10kZebra and let me know if that's it, but I doubt it.
    1
  12409. All interesting points. Thanks Bruce!
    1
  12410. It's all about the total cost of ownership, and EV's already caught up on that front.
    1
  12411. Not everyone appreciated that. :/
    1
  12412. Ha! Yes, I survived, and the improvement was unbelievable. This is easily a step-change, and it handled all the odd corner cases I threw at it. Only one left to try out, and will be shooting for a before & after video soon. I got a notification on my phone (app) saying a software update was available. When I looked at the release notes, it included v12.3.2.1, while I'd been on 11.6 before. I clicked to start the update, and when I got in after the shoot, it was ready to rock. Thank you for your support! When the stock is down, the views are down, so this really helps.
    1
  12413. I think you're commenting on the wrong video.
    1
  12414. That might actually be it! The factory is still setup to run 2170s, so if the CyberTruck ramp exceeds capacity, they can just switch those Model Ys back to 2170 without missing a beat.
    1
  12415. Wait, my news is actually helpful to people! Well hot dog, now I've heard everything!
    1
  12416. I do! It's a very compact setup with a DJI Pocket 2 (4k/30fps) and 3 wireless mics, plus a tripod. I carry it everywhere just in case. When I go to events and shows, it's small enough that I can keep it handy without issue (it fits in a fanny pack,) and I'm always ready to shot. The only suggested addition I've had was a bounce card, which would be too big, and need some way to position it. I don't have helpers, so that's too much for now. We'll see. Thanks for the comment and suggestions!
    1
  12417. This is a good point. I normally make note of that, but in this case I just missed it, so thank you for that.
    1
  12418. Would drivers even want it? Tough to say.
    1
  12419. I've literally never known a single person who has ever done this, and I've known a LOT of contractors. If your complaint is that this first iteration of an electric truck won't be everything to everyone, you're coming at it all wrong. It just has to be better than the alternative for a percentage of buyers. You don't think Tesla plans to ramp to 3 million trucks in the first year, or five, or ten, do you?
    1
  12420. I get several offers a week. I almost never say yes, because I won't promote anything I don't personally believe in. Also, the rate they sometimes offer is so breathtakingly low that it wouldn't even be worth my time to make it.
    1
  12421. Thanks
    1
  12422. Sort of. Tesla can't sell directly to consumers, but there are showrooms in Madison, Milwaukee, and Libertyville. From there you just place the order on your phone and away you go. Dealerships that think this will stop sales completely because they know how heavily they rely on high pressure sales.
    1
  12423. Awesome, thank you!
    1
  12424. Already has.
    1
  12425. Makes it so much easier!
    1
  12426. Not happening any time soon, I'd wager. Politicians aren't talking about it yet, and the ones that are don't get elected.
    1
  12427. Cuz I'm funny. 🤷
    1
  12428. Fuel economy definitely takes wind resistance into account, but there's no EPA rating requirement, making the math difficult to work out. There's a tremendous difference in economy at 60mph (the speed limit for trucks in many states) vs 70mph (which plenty of states also have.)
    1
  12429. Think that through and tell me if you really believe what you just said. They had to drag them across the ocean to figure out if they'd work? They held a press conference. They'll work. They've already built EU spec models in Nevada.
    1
  12430. Almost immediately, I imagine.
    1
  12431. Several apologies.
    1
  12432. Seems pretty reasonable.
    1
  12433. Glad it was helpful!
    1
  12434. Yes, but the focus now is on getting the Model Y into production, so top priority is surely the interior areas already closed off, followed by the battery cell production area.
    1
  12435. Glad you enjoyed it! The YouTube algorithm doesn't share your enthusiasm though. Despite strong engagement, they just don't show these videos to anyone new, and it makes it incredibly challenging.
    1
  12436. Don't buy one then. It's not for you
    1
  12437. Very cool!
    1
  12438. You bet!
    1
  12439. What a blast it was. SO many smart people in one place.
    1
  12440. There is no mandate, but go off. As a band aid, getting rid of EV incentives would improve short term sales, but ultimately doom the companies, since they can't survive without international sales, and those cars will be forbidden in all major markets in a matter of years.
    1
  12441. Many fingers in many pies. It's worked out well so far.
    1
  12442. It's stressful, but I don't make the news. I'm just here to tell it like it is.
    1
  12443. Oof. On a video this old? You are not good at this.
    1
  12444. Sapphire is a fantastic showpiece, and I suspect it's sold at a healthy margin, but there just aren't enough buyers in that price range to save the company. While Tesla didn't show a net profit, they haven't sold vehicles at a per-unit loss since the earliest months of the original Roadster. Apart from Sapphire, it appears Lucid loses money on every unit they sell, which means the only way to lose less money is to sell fewer cars. Selling fewer cars is something Lucid happens to be very good at. The biggest advantage Tesla had was that they never had to compete with Tesla.
    1
  12445. No. No wars. This isn't a zero sum game. Oil companies want us divided. Don't play into their hands.
    1
  12446. Glad it was helpful!
    1
  12447. That's a real obstacle.
    1
  12448. Morons aren't exactly qualified to understand that though.
    1
  12449. With Shanghai shuttered, we may not get the last minute leak on March's numbers.
    1
  12450. We'll know soon enough. There's also the idea that he could instruct the IRS to make it difficult to get.
    1
  12451. I'm so done with everyone being overly sensitive. I have people unsubscribing because I'm too pro-Elon, too anti-Elon, and standing up to science denialism. Do you want me to disengage entirely?
    1
  12452. Ah, so a gamblin' man. I know better than to try to play options against the house. The institutional traders have more information than we're allowed to see, lightning fast algo trading bots, and an army of engineers to train them to spot trends before any human could. You can win a time or two with options, but the longer you gamble, the more certain it is that the house will win. They always win. That's how they're still in business.
    1
  12453. Thanks!
    1
  12454. I don't plan to go to California without a ticket. I've spent too much time and money hoping.
    1
  12455. Ouch. Still cheaper than petrol, I imagine.
    1
  12456. Not everyone, no, but more than any other car in the world.
    1
  12457. I told you the price wasn't real all along. They never launch at the ultimate target price. They generally reach it eventually.
    1
  12458. Would you prefer the car goes to the scrapyard?
    1
  12459. Tell me about it!
    1
  12460. That's your biggest concern?
    1
  12461. We've uploaded a fixed version here: https://www.youtube.com/watch?v=orV8hxELvIE
    1
  12462. Lou-miss. 98% sure.
    1
  12463. All the way back in 2003. Good find! The overwhelming majority of commercial hydrogen is made from natural gas, so it's still a fossil fuel. America's addiction to fossil fuels feels awfully hard to break.
    1
  12464. Every claim I've seen along those lines falls apart under scrutiny. If they didn't have a history of lying so consistently about it, I'd be more open to examining new claims. But when the last 10 I read were 100% debunked, I'd have to be crazy to start from any position other than "this is probably more BS". It's like Toyota with their never ending announcements about solid state batteries being 2-3 years from commercialization going back 15 years.
    1
  12465. Elon is saying it's going to be the Y. Still not entirely convinced, but we'll see.
    1
  12466. https://www.youtube.com/channel/UC5RCoYnhjZXB76Ley3diE6w
    1
  12467. Battery tech is ready. What are we waiting for?
    1
  12468. Those doors are expensive though.
    1
  12469. Hasn't changed.
    1
  12470. Can we let him finish moving first?
    1
  12471. Planning to go bonkers on that front. Wish me luck and see you there! I mean, I say that, but I know you. You'll be there. You're kinda the best. That's why I added you as a mod even while you were out of town.
    1
  12472. It's not even subtle.
    1
  12473. It's frustrating.
    1
  12474. It was such a weird statement.
    1
  12475. Glad you enjoyed it!
    1
  12476. Best of luck!
    1
  12477. Pretty happy with my bridges and fire department.
    1
  12478. They're trying!
    1
  12479. It's my full-time job, and I have reasonably sound process control. When I'm at an event, I often get 5-7 videos shot in a day (I think my record was 10, but that's too many. You get fried around there.)
    1
  12480. Not a bit! I don't mind them, and their sentiments are surprisingly common. I like to have fun with it. Responding to them is like candy to me. It's easy, it's fun, and even though these don't get the most views, they're a joy to me.
    1
  12481. Lol. Get real, my guy.
    1
  12482. Fair point.
    1
  12483. Wuwa has flown over it once, but it hasn't been confirmed as the location. He usually tries to talk with onsite workers to know what's going on, but he hasn't said anything that would tell us conclusively that it's underway.
    1
  12484. Exactly. That's a great point.
    1
  12485. Can't wait! You say "very soon" but we've both got so much on the calendar between now and then.
    1
  12486. You know how much I enjoy a good giggle
    1
  12487. Well said!
    1
  12488. More to come!
    1
  12489. If we didn't ban leaded fuel people would still be using it today. Sometimes a little nudge is needed.
    1
  12490. Considering going to the Tesbros event Chattanooga in... February? March?
    1
  12491. Appreciate the reminder, thank you for that. What's your thoughts on deliveries?
    1
  12492. Hostess offer was bad, but sincere. Both sides knew it was over. Unfortunate.
    1
  12493. Exactly, but they don't do it until they're ready to roll it out. This is very exciting for our friends in Europe.
    1
  12494. I hope so too, but there's a hard limit to what the network can carry, and if it's dollars vs performance, they have to balance that equation. As long as customers are happy and the base is growing, the motivation to make big improvements for free is limited. What I'd love to see is off-peak bandwidth increase. There are plenty of times I'm doing my work during odd hours, and it's still hard-capped at speeds that are surely nowhere close to utilizing the capacity of the network. If it's 3:00am on a Sunday, let me upload at blazing fast speeds, por favor! Heck, I'll even schedule my backups for off-peak times if they do that.
    1
  12495. If Tesla goes to ZERO he'd still be the 8th richest person alive. Of course, you'd put 130,000 people out of work and cause permanent harm to the pensions of millions of people, but you're apparently cheering for that, so I kind of don't care what you have to say. Too ghoulish for my tastes.
    1
  12496. Anything is possible, but I suspect it's challenging enough that they would have liked to do it starting with the S/X refreshes, but couldn't swing it.
    1
  12497. Isn't that what the Meeseeks Box is for?
    1
  12498. I was inspired by your work in Texas.🤔
    1
  12499. Maybe one day!
    1
  12500. They're still very new in the market, so it's tough to know what the future holds just yet.
    1
  12501. It's coming up SO SOON!
    1
  12502. Absolutely. There are smaller Mercedes on the market in Europe that are fantastic, but US consumers just aren't interested.
    1
  12503. The CEO of Google disagrees with you, but what does he know? Whatever happened to sock puppets seasoning their accounts before pretending to be real people? I feel like that used to be a thing.
    1
  12504. Or just invite her to the headquarters for a guided tour so she can most fully understand the tricky parts. Wall Street analysts and fund managers already got that. This wouldn't even be special treatment, but catching up.
    1
  12505. You and I can't buy a Waymo, nor hire a driverless Tesla. The question comes down to your objective.
    1
  12506. Just looked on Google Maps and it appears that most of the other places around Austin do have theirs on the rooftops. Will be interesting to see what the actual reason is.
    1
  12507. Did you even watch the video? I haven't dismissed them. I'm saying they remain overvalued and their path forward appears very difficult. If it was such a guaranteed money maker, Trevor wouldn't have dumped his shares. He knows more about the company than you or me.
    1
  12508. Not as much traffic in closed airspace.
    1
  12509. That makes sense because no matter how I say it, I'm assured it's o e of several other ways.
    1
  12510. Appears so. Interesting.
    1
  12511. Strange, right? A lot of companies have shown interest in getting into the skateboard business, but it never seems to materialize. There must be something about it that makes it oddly complicated in ways that nobody is offering it like GM does to coach builders.
    1
  12512. I watched the first couple episodes. It requires a degree of attention I can't dedicate to a show.
    1
  12513. Best not to overthink it.
    1
  12514. Maybe learn to read?
    1
  12515. Well said.
    1
  12516. Auto Show is in Shanghai. If there are companies in Shenzen that would like to connect with me, my door is open.
    1
  12517. Public charging rates complicate it a bit.
    1
  12518. If your theory is that it works IN CHINA you should stick with that. If you're saying it's going to work outside of China, that's where you need to slow down and really think about what you're saying. If this is pivotal to your investment thesis, you should not be in charge of your own finances.
    1
  12519. Adoption is still climbing, even if not as quickly.
    1
  12520. Mine doesn't simply go straight without a destination. I'd prefer that. No, it changes lanes, turns, you name it I have to disengage because, my friend, where do you imagine we're going?
    1
  12521. I imagine you can buy that kind of thing, but it would surely cost a whole lot more than the couple hundred bucks you get for a MILLION impressions.
    1
  12522. Does seem a bit overdue.
    1
  12523. I mean, right?!?
    1
  12524. That's not how it works, but I'm flattered you imagine I could move a trillion dollar stock.
    1
  12525. Had a similar experience. Asked if he'd like to try it out and his answer was Hell No!
    1
  12526. That doesn't seem consistent with the message he shared in that sit down interview where he lashed out at advertisers.
    1
  12527. No you weren't. That's not even a plausible story. The failure was three charging, noot the cars. If you can't be rational, at least try to be believable.
    1
  12528. True, but there's also cars and trucks.
    1
  12529. Oh my friend, you should see the other 3 cases in the model. They account for all that and more, and the next version of it is already running with updated Shanghai numbers and the knock-on implications to Berlin and Texas.
    1
  12530. A solid theory.
    1
  12531. Absolutely! Bots can lash them down to the hauler by the wheels, robo-semi drives them to each of the homes, and the bot unloads it. Also handy for loading at the port. Car does 90% of it, bot secures the wheels, away she goes!
    1
  12532. Lol
    1
  12533. Why?
    1
  12534. I have no idea who you're referring to.
    1
  12535. It fits, but it's over the weight limit. ;)
    1
  12536. I suspect you're correct.
    1
  12537. 89% of my quarterly estimates have been within 2%. In 2021 I was the extreme outlier, about 5% higher than Wall Street. I was off by 91 cars. I hope you spend more time being rude to actual clickbait channels than small ones like mine where I avoid it to a degree that endangers my livelihood.
    1
  12538. Literally quarters of dozen of protesters!
    1
  12539. Wow. Fantastic comment.
    1
  12540. Just pulled up the highway webcams from Saskatchewan. There are NO cars on the road in any of the cams. Guess this is the end of all cars. /s
    1
  12541. Him had an acrobat in the back seat?
    1
  12542. No, I think they employ a LOT more clowns than that. ;)
    1
  12543. Thank you kindly!
    1
  12544. You’re welcome!
    1
  12545. Glad you liked it!
    1
  12546. I just searched and the filter option for 3rd row isn't selectable. It's grayed out. :(
    1
  12547. Some do. Seems most do not.
    1
  12548. Hope so! I'll try to post announcements about where I'll be.
    1
  12549.  @CRPerformance1  Each iteration is reminiscent of the past, but in addition to the advancing tech, they do look visually quite different to me.
    1
  12550. How would lowering costs increase adoption? This was addressed on the earnings call. Reducing prices would not result in more vehicles sold since the order backlog is longer than it's ever been. Nearly all cars have jacked up prices now due to demand outstripping supply. The difference is when you pay a 2nd sticker markup on your gasoline car, that money doesn't go toward the people doing research or building factories. It goes to the dealership. Elon doesn't draw a paycheck and his stock based compensation is not paid out with real dollars, so the retail price of a Tesla includes $0.00 toward his income. While I'll be the first to agree that the increased prices are frustrating, and the ownership stake in Twitter isn't my idea of ideal, those things aren't really connected.
    1
  12551. You don't think they'll produce before August?
    1
  12552.  @mariusmeyer14  There is no politics in this. What are you referring to?
    1
  12553. I think we'll see changes within 6-months, while the update to the Model Y is likely to come quite a bit later.
    1
  12554. Don't promote people you dislike.
    1
  12555. Yes, that's correct. Startups are hard and failure is common. They could reach production, even volume production, and still fail. That's the nature of the beast.
    1
  12556. Long warranty too, as I recall.
    1
  12557. If they're working at a station for part of the time, they can plug in and run essentially continuously. If not, they could have swappable batteries that minimize downtime.
    1
  12558. Oh, you gotta show the love. Only takes a second.😉
    1
  12559. He really hasn't. He's been fair, but not gracious or exceptional.
    1
  12560. Hope so!
    1
  12561. You joke, but there are dishonest people who say that without a hint of irony. There used to be simple fools who would say it, but they learned their lesson the hard way. Now it's just people being dishonest.
    1
  12562. Glad you like them!
    1
  12563. I'm not sure there's anyone familiar with X that doesn't know who the owner is.
    1
  12564. Hard truths are uncomfortable, but it's how we grow.
    1
  12565. Naw.
    1
  12566. Does that factor in the reverse split?
    1
  12567. Berlin WILL come online first, I believe, but it's also substantially smaller than Texas.
    1
  12568. You bet!
    1
  12569. We have fun.
    1
  12570. Just never know when a crafty desert bird is going to slap one up across your path.
    1
  12571.  @tedmoss  Fair point!
    1
  12572. Yeah, maybe.
    1
  12573. For sure.
    1
  12574. Why do people keep saying the media? I've only ever seen lies as outrageous as these on Facebook.
    1
  12575. The big obstacle with VPPs is that most utilities don't want to allow them.
    1
  12576. It would make for excellent training.
    1
  12577. Good question! Ping only matters for live transmission. For compute it isn't as relevant.
    1
  12578. Not yet. Some may be soon, but it remains to be seen which ones and how many. The vast majority of banned accounts were spammers and bots, and a good number of the real ones were banned for good cause. If they reinstate users who were attempting to incite violence or directly engaged in criminal activities, Twitter would risk being delisted from Apple and Google Play Stores. That's what's happened at various times to the competitors who didn't take those actions seriously. This makes them unlikely to do that.
    1
  12579. Just a temporary internet issue.
    1
  12580. Naw.
    1
  12581. That's not what words mean. Lucid already said they are NOT coming for Tesla, and that isn't even their objective. They're just trying to sell cars. 80 million cars a year and they can't sell 6,000 of them.
    1
  12582. It's different for the Plaid.
    1
  12583. Yeah, but your a bit Jim Cramer with your predictions, so that might actually be a sign of good things on the horizon.
    1
  12584. Good to know.
    1
  12585. He already showed curb to curb on v11.
    1
  12586. It's a horror show dish from the 60s and 70s. You make Jello in a mold but add some stuff to it, and I'm not just talking about bits of fruit. They'd put prawns, meat, Spaghetti-Os, you name it. I've never had one, but they look truly wretched.
    1
  12587. It's been over a week. Do you have a citation on this?
    1
  12588. You build it where the engineers are.
    1
  12589. Good point.
    1
  12590. You may not have a choice before too long.
    1
  12591. Lots of cars throughout history have done well with only two seats, but they were often sporty convertibles, racy roadsters, and vehicles designed more for leisure than utility. There is some segment of the market that would be fine with less than four seats, and I'm confident it's quite a bit bigger than the total production Aptera is planning over the next ten years. If they can build the car they showed at the price they predict, they'll have plenty of sales to keep them busy while they consider a 3 or 4 seat model to address that vastly larger market.
    1
  12592. You're not wrong, and I will do better in the future. I blame my regional dialect, but I can overcome it.
    1
  12593. They plan to. That's the Gen 5 vehicle. This one is what they're planning after that.
    1
  12594. People asked and I just didn't have an answer. I looked at everything and couldn't find it until I saw Gambit Energy and then it just clicked.
    1
  12595. Probably. Still rare and easily contained.
    1
  12596. We became a net oil exporter in 2019 for both crude and refined petroleum. As of 2021 the US is the world's largest producer. https://en.wikipedia.org/wiki/United_States_energy_independence The high prices we're seeing today are not based on inadequate supply, but profiteering by oil companies.
    1
  12597. You already have guidance. I've been telling you the output for months.
    1
  12598. I understand your frustration, but it's done for a bunch of reasons. I'll try my best to share my thinking on this: 1. Viewers tend to tune out on longer videos. It's much easier for viewers to digest four short videos over time, than one long on. 2. YouTube is more likely to show videos of this length to new and returning viewers. No one knows why, it's just how the algorithm works. If it was full-length, fewer people would have even known that it exists. 3. YouTube prioritizes channels that update constantly. Breaking this up into segments makes the posting schedule more frequent, making it available to more viewers. 4. Different parts of the interview had different topics of focus. Can't fit them all into a title, this approach is more attention grabbing. 5. NEW viewers who just found the 2nd part were awfully likely to go back and watch the first part. That leads to a lot more viewers having access to the information than we'd see from doing it all in one. 6. Spacing them out avoids viewer fatigue. The revenue factor is secondary to all of these, but still real. My ad rates are above average, but viewers expect me to treat this like a full time job, and I do, but I've never once earned the state minimum wage after expenses, even including all the non-YouTube revenue streams. I'll keep making these either way, but if I can get my income even equal to what I could make stocking shelves at Walmart, it would allow me to make better content.
    1
  12599. Okay, Jerry, thanks. We weren't sure but this will definitely go in our notes.
    1
  12600. Took me a second.
    1
  12601. Extremely likely.
    1
  12602. Have you ever provided professional analysis? If not why comment! I kid, of course, because that would be an insane suggestion.
    1
  12603. Any time!
    1
  12604. Naw, it's a 3-month old HP that worked great for a few months, and now it's just trash. I did a soft reset, a hard reset, then a factory reset from a flash drive they mailed out to me. It's plain worthless. They're sending me out a box to do a warranty repair/replacement, but I'm hoping for outright replacement, because this machine is just not working. :(
    1
  12605. Maybe so, but his "always wrong" shtick may have run its course.
    1
  12606. Insufficient Kermits is always a bad sign.
    1
  12607. Thank you kindly
    1
  12608. I took him to mean vehicle model, rather than the sum of all models. BYD has well over a dozen models, none of which have scaled like the Model Y.
    1
  12609. Good question! I suspect that's the sort of thing the companies are all working on as the top (or a top 3) priority, but that they're unlikely to share progress in that regard because it's the part they don't want to show to the competition.
    1
  12610. Fantastic!
    1
  12611. Thank you so much!
    1
  12612. Foiled again!
    1
  12613. People complain when I don't use it.
    1
  12614. I appreciate that!
    1
  12615. My estimate is under 1k deliveries in 2023. The line appears more automated than many were expecting, which will lead to fewer opportunities for injury.
    1
  12616. Thanks! I also don't like your face either. Thanks for stopping by!
    1
  12617. Do you want me to list the dozen issues covered? What do you imagine a thumbnail is.
    1
  12618. I've had him on the show before, but it's been quite a while.
    1
  12619. Woah!
    1
  12620. Thank you so much!
    1
  12621. I think the shipping cost wouldn't be the issue, since it would be serving the Eastern hemisphere.
    1
  12622. They have that luxury.
    1
  12623. I think he said brake by steering.
    1
  12624. Ford sold their stake in 2022.
    1
  12625. Who cares? If that's reason enough to sabotage your own company, we shouldn't be selling in any state.
    1
  12626. Then you shouldn't watch him. If he doesn't know he's being sensational for clicks, that might be even worse.
    1
  12627. They only switched in February of 2021. Nearly all of these lithium low voltage batteries are still under warranty. Unless this driver logs a thousand miles a week.
    1
  12628. So many years!
    1
  12629. You could bet 5:1 or even 10:1 against any product announced (especially on the timeline announced) and make a lot of money.
    1
  12630. Agree that hybrids won't happen. We're just past it.
    1
  12631. Who knows, right?
    1
  12632. Unknown. They appear to have customers.
    1
  12633. Hope not.
    1
  12634. Thanks for watching!
    1
  12635. It sounds like she has poor financial health despite a fairly eye-watering level of income.
    1
  12636. Show your reasoning, my friend. I've been tracking it weekly since mid-December and the math is holding remarkably steady. How far along do you think it is?
    1
  12637.  @theblackshears9687  How far along is it?
    1
  12638. But then you'd have no reason to comment.
    1
  12639. They held an investor day I think 2yrs ago that was chock to the gills with absolute lies. How is that not worthy of investigation?
    1
  12640. Pretty dumb, right? They don't have $4b, and the odds of raising that much are not great.
    1
  12641. Tesla isn't buying Twitter. What he wants to waste his money on is up to him. Twitter is an investment, and I would agree with you that it doesn't appear to be a very good one. Certainly not how I'd spend my money. I don't believe Nikola has an engineering lead that would make them attractive to bigger players within the industry. They could be attractive to firms looking to get into that industry, but it will all come down to dollars and cents. Once there are enough Tres on the road to provide high quality, independent data, it will become apparent if they have a lead worth buying. Of course, once that happens, they'll likely become too expensive to acquire.
    1
  12642. They already have two Giga Presses, and have confirmed that they can change out the dies. They'd prefer not to, of course. They also have excess capacity for Model Y castings in Texas, which they could ship.
    1
  12643. That's quality!
    1
  12644. I've asked his sources. It's all white papers and public research. He doesn't need leaks to read the tea leaves.
    1
  12645. Don't let them destroy your industry.
    1
  12646. Likely.
    1
  12647. Glad you enjoyed it!
    1
  12648. Or maybe they're from Mars. Can't rule that out.
    1
  12649. Literally no YouTuber is asking for advertising dollars. None I've ever seen, and I've seen pretty much all of them, and have talked with at least half of them.
    1
  12650. Appreciate that, thanks!
    1
  12651. Awesome! Thank you!
    1
  12652. Most of my viewers are deer, so I get it.
    1
  12653. Thanks! It's up to 70% now. You should check out the newer updates. ;)
    1
  12654. Prior to being a civilian airport, it was the site of the Santa Lucía Air Base. They've invested heavily in expanding, upgrading, and generally converting it, but it's been an air base since the 1950s. It's in one of the links I posted.
    1
  12655. China enforces IP. They have been for decades. No company with enough money to do it would be so foolish.
    1
  12656. Ships too!
    1
  12657. You're in too deep.
    1
  12658. That's one way to clear out unsold inventory.
    1
  12659. Saw one like that where Tesla said it needed a new pack, but Rich Rebuilds replaced a single module instead. The follow up was the voltage imbalance resulted in total pack failure within months. They advise against it for a reason.
    1
  12660. If you don't want people to see through your transparently fake "concerns" maybe skip on dippy stuff like "CyberToy".
    1
  12661. MY a joke? MY just another stupid Tesla lover? You have to spellcheck when calling people stupid.
    1
  12662. Glad you found it helpful, I've been down that rabbit hole myself!
    1
  12663. That's a good point.
    1
  12664. They won't be able to if they're manufactured in eligible countries.
    1
  12665. If it works, it works. We'll find out soon enough. This is essentially free R&D for Tesla's other products, because even if they have to pay for a license, it will only be bought because it's better and/or cheaper.
    1
  12666. This week's numbers (ran them a few hours ago) might convince you I'm crazy. :/
    1
  12667. You don't need a physical presence for that to happen, yet it still hasn't taken place.
    1
  12668. I haven't heard anything about Dan O'Dowd ordering one.
    1
  12669. Can't wait!
    1
  12670. The video we're discussing had multiple topics, and multiple tests. Sounds like you're not much of a Rober fan.
    1
  12671. It was one topic. 14 million people watched that video. I can't control what you watch.
    1
  12672. Very excited to see what comes next.
    1
  12673. Well? Don't leave us in suspense!
    1
  12674. It's been four years. When will that IP theft start making it into other cars?
    1
  12675. It's a nice car. It's just too expensive.
    1
  12676. Oh wow, I love it!
    1
  12677. Much appreciated!
    1
  12678. This is a fantastic point.
    1
  12679. Those are self-inflicted wounds on Elon's part. I don't understand the motivation, but I'm more interested in the tech and the army of engineers who bring the brilliance to market.
    1
  12680.  @-whackd  Like Lars said, it's win-win-win-win-win. ;)
    1
  12681. $40k in 2019 is $49,331 in 2024. I wouldn't be surprised to see that price at some point, and I hope it can happen because that's also a lot closer to my budget as well.
    1
  12682. This is beyond debate. C02 is warning the planet and acidifying the ocean. It's killing us.
    1
  12683. I saw that. Very encouraging! It's just shocking how much concrete they go through. No matter how many trucks it is, no matter how many shifts, it barely looks like they've used any at all. It's an awfully big site.
    1
  12684. That would be much too reasonable to match the fervor in the house and Senate.
    1
  12685. Or if it's a rental? Or if it was a gift from someone so angered by Elon that they gave it to someone who couldn't afford a car and needed to get to their job? They aren't thinking. They're just lashing out.
    1
  12686. Strange to see who's in and who is still stuck waiting. Feels very random.
    1
  12687. Sorry! ;)
    1
  12688. Who do I need to impress?
    1
  12689. Same to you!
    1
  12690. Shot the video at 7pm, got v13 right after.
    1
  12691. They would just shift it to a set amount of kilowatts rather than time.
    1
  12692. I think they should, but it's clear Elon is not a fan.
    1
  12693. You shorted the earnings, didn't you? Tsk, tsk!
    1
  12694. I hope you agree with the assessment of exactly what remains to be done in order to get them into production. If this is a marathon, I'm not sure we've even left the starting line yet.
    1
  12695. That's equivalent to $1.25/gallon assuming 30mpg.
    1
  12696. Thank you kindly, and welcome to Patreon!
    1
  12697. Awesome, thank you!
    1
  12698. I have no plans to attend CES at this time. Had to cut back my travel compared to the past year. Budget doesn't support all the events I'd like to attend.
    1
  12699. NAFTA was replaced only a few years ago. If whoever wrote it didn't know about China, that's an oversight so massive I don't think we'd want them near another trade deal in their lives.
    1
  12700. Good question! Hope there are channels to flush it out, but we'll see.
    1
  12701. Not sure if you're being serious, but I'm not aware of any political opinions I've shared beyond policy and implementation.
    1
  12702. Are there many 9 million square foot factories in Sudbury?
    1
  12703. An eye for an eye leaves the whole world blind.
    1
  12704. Check for dust. Those cars may be waiting for parts.
    1
  12705. We're way past that. The hostility was present during the campaign, and the subsequent actions make clear it's going to be a tough road for EVs. They will not be on an even footing with dino burners.
    1
  12706. It was!
    1
  12707. He's among the few big names I've never talked with. Love that guy.
    1
  12708. You should watch the video. Unless you're thinking of the old fashioned dealerships where it takes all day to buy a car, but this isn't that. You buy it online or on your phone before you go. Your trade in is already negotiated. Your financing is already lined up. You just give them your ID, sign the paperwork, and take your key cards. If you want an orientation, they'll gladly give you one, but that only takes 10-15 minutes. I'll have a guest on who worked for Tesla to explain it later this week. She worked through some of the big pushes when incentives were expiring in the US.
    1
  12709. I'm getting a bit worried for them.
    1
  12710. I'll hold you to it!
    1
  12711. Ouch. Not wrong, but still, ouch.
    1
  12712. I'm definitely not sure.
    1
  12713. That was a problem with my VPN.
    1
  12714. It's less about having more total power than more power at the time and place you need it.
    1
  12715. It isn't. It's oil.
    1
  12716. Anyone in particular, or just people hoping for a drivable compact car?
    1
  12717. At least you still have your sense of humor.
    1
  12718. Appreciate that, Bryan.
    1
  12719. Wow, thank you so much!
    1
  12720. Remains to be seen. Neither outcome would surprise me.
    1
  12721. Glad you like it!
    1
  12722. Clicks. Plain and simple. It's all ad revenue.
    1
  12723. How would a lower price move bigger numbers?
    1
  12724. I've asked for data to support this dozens of times, and all I get are anti-China YouTube channels and blogs that show isolated incidents in attempts to frame them as badly as possible. BYD sells a lot of cars in countries other than China, and the fire risk appears very low, and certainly lower than an internal combustion vehicle.
    1
  12725. Appreciate that
    1
  12726. That's true today, but doesn't explain why they put themselves in the position in the first place. They've had 20 years to secure minerals and chose not to.
    1
  12727. Lol.
    1
  12728. And why only in one city?
    1
  12729. Me too!
    1
  12730. Asked my buddy who is retired from Ford. He said the suppliers don't strike with the factories, so Tesla wouldn't be hurt. If anything, it would be exactly what you said, a win-win.
    1
  12731. Define it for me to help me understand.
    1
  12732. Gotta tell ya, it's not going great. Will be recording a few hours more tonight and will have footage up fairly soon. I suspect a lack of training data in my city may be partially to blame.
    1
  12733. I appreciate that, thank you!
    1
  12734. He's in the process of moving. We'll get his studio sorted out once he does.
    1
  12735. I can tell you've never driven a Tesla. It's the easiest car I've ever driven by a margin so wide it boggles the mind.
    1
  12736. A couple bucks. It's very odd.
    1
  12737. That number is all wrong. First you include ALL vehicles on the road against only new sales (those fires span all years of models) and most NEVs on the road in China are NOT BEVs.
    1
  12738. Appreciate it!
    1
  12739. What's your uncle's name?
    1
  12740. Wow Keith, thank you so much! It's going to be a whole new adventure for sure.
    1
  12741. Glad it was helpful!
    1
  12742. Millions of people... for now. ;)
    1
  12743. Many of them have the money. What appears absent is the desire to buy them, and the chargers in rural areas where many of them live.
    1
  12744. Thank you very much!
    1
  12745. YOU HAVE TO WATCH THE VIDEO FIRST.
    1
  12746. I believe so.
    1
  12747. "Your utility doesn't see the value in it? Okay, fair enough. We'll build it ourselves and instead of selling it for a $10M profit, we'll collect the $100M/yearly it generates." That's how I see it. This could be gigantic.
    1
  12748. Yeah! When is Ford going to about they have no business making cars. Maybe put your obsession on hold for the holidays and just live life, man.
    1
  12749. Exactly.
    1
  12750. Must be the jetlag clouding my judgement.
    1
  12751. You and I are of the same mind on ads, but they are effective. The advertising industry's demise has been predicted many times before as technology changes, but they just change right along with it.
    1
  12752. I'd also prefer not to be among the 5-10 dead from Full Meat Driving.
    1
  12753. Convincing yourself of that in the face of this mountain of information is unhealthy, and will not benefit you.
    1
  12754. It's been proposed for decades. The answer is always no.
    1
  12755. For sure.
    1
  12756. Glad you enjoyed it!
    1
  12757. That's just good planning.
    1
  12758. Not yet!
    1
  12759. You've been lied to.
    1
  12760. But then how would I get new people to comment?
    1
  12761. My experience has been hit and miss on cost, but always a better experience than a taxi.
    1
  12762. Totally agree!
    1
  12763. I've seen some of those roads. I'm happy with my decision to leave the driving to professionals.
    1
  12764. They're also very complicated.
    1
  12765. I appreciate that!
    1
  12766. I'm just curious to see exactly which models they'll be making in this amazing facility.
    1
  12767. Thank you so much!
    1
  12768. Taste tests favor overly sweet samples. What's favored in a sip isn't always what's favored for the full drink. With that said, the brand is absolutely worth more than the recipe. If you and I launched a Coke competitor using the exact same formula with the exact same taste, we'd still never get anywhere close to their level of success.
    1
  12769. The chucklenuts assume there hasn't already been an audit. I find that idea unlikely.
    1
  12770.  @belavet  I think fleet sales will be their lowest priority, since they're the least likely to buy custom options that will bump the price up. Can't imagine many (really *any*) fleet managers putting a $10k FSD option on their 20-50 trucks. :/
    1
  12771. Okay
    1
  12772. Elementary.
    1
  12773. I know Volvo experimented with those quite a while back, but I haven't seen them implemented. It's a fine idea, but it doesn't appear Tesla has taken any steps in that direction.
    1
  12774. Another in the endless line of plausible applications. Great stuff!
    1
  12775. Thanks for that!
    1
  12776. Thank you for this. I noticed the Performance pricing wasn't in line with MIC pricing but didn't realize this was the reason for it.
    1
  12777. If not today, then likely soon.
    1
  12778. You're sufficiently bad at this that you should be ashamed. Watch the channel a bit before casting yourself in such a light.
    1
  12779. Thanks!!
    1
  12780. There isn't a stated requirement I'm aware of, so it would come down to how effective it is.
    1
  12781. Without a doubt. Everyone should get this sort of guided tour.
    1
  12782. If everything else you said wasn't so crazy, this comment would seem plausible. Nordic drivers don't share your experience. Maybe it's a metric thing.
    1
  12783. Lathrop is complete, and Nevada has yet to break ground. :(
    1
  12784. Appreciate the feedback, thanks!
    1
  12785. It would be chaos.
    1
  12786. Good choice!
    1
  12787. Couldn't agree more. The predictions I've seen for every product unveiling have run the gamut of expectations, and it's always something else entirely.
    1
  12788. I appreciate that, thank you!
    1
  12789. Thank you so much!
    1
  12790. There's like a hundred obstacles before we get to that point.
    1
  12791. EV manufacturers disagree. I'm inclined to believe them over you.
    1
  12792. They'll still make it. It's just not a top priority in the face of all these other pressing, high-revenue projects.
    1
  12793. The range is longer. We don't know what went into making quieter tires, but we should find out reasonably soon.
    1
  12794. They weren't duped. It was a deal to get a big chunk of a startup for free, plus guaranteed orders worth billions. GM had nothing to lose but possibly some reputation. When the deception was uncovered they realized there would never be any orders, and the reputation downside would outweigh any possible benefit, so they bailed.
    1
  12795. They frighten easily, but soon return, and in greater numbers.
    1
  12796. The thickness appears uniform all around. Easy to see since the edges are all visible.
    1
  12797. They aren't. That's the talking point, not the reality.
    1
  12798. The very same.
    1
  12799. I suspect we'll be seeing more of you around here in the future.
    1
  12800. He probably says it so more people will post comments.
    1
  12801. There was a fundraiser in 2018 to help Kylie Jenner become a billionaire. Her fans were literally sending their only $3 or $30 to her to help her become a billionaire. Not for a product, or a service, or any history of any achievement at all. Just to make her richer. THAT is disgusting, yet the hate somehow doesn't extend.
    1
  12802. Don't worry about that. It's all just rounding errors in the end. :)
    1
  12803. Thank you too!
    1
  12804. Even if that was possible (which seems an unlikely path) they would still need a Supercharger division to handle a project like that.
    1
  12805. I've been inside the factory. I guess that's no substitute for a video though.
    1
  12806. My parents 94 Ram caught fire too.
    1
  12807. Thanks for the tip! They really don't look streaky in person, but I figure the angle of the shot makes it worse. Tough to say, but I'll give it a shot.
    1
  12808. Didn't rise to that level. Just a bit frustrating.
    1
  12809. @Brad Sloan Huh, wow. Yep, I can absolutely see that, and I take it as a compliment. Thanks for the link, I'd never seen what he looks like.
    1
  12810. Smart. I'd like to see L2 at movie theaters.
    1
  12811. Nick Cage has entered the chat!
    1
  12812. If the oil isn't burnt, the emissions should be negligible. Recycling is discussed in the video, but you can see in a search that there are already a lot of companies doing it.
    1
  12813. Thank you so much!
    1
  12814. I've probably done 100 videos on Cybertruck. The idea they'll be gone in 5 years is ludicrous.
    1
  12815. Not to mention parking lots. Those alone would do it while offering protection from the weather.
    1
  12816. Many countries are pursuing both, but cheap nuclear remains elusive around the world. Cheap solar and wind are becoming the norm.
    1
  12817. Yeah, maybe. Companies seldom go all the way to zero, though Nikola could be an exception. Normally another company swoops in and buys them for pennies on the dollar, or their assets are sold off, but they don't have much. Let's look at their assets: * Incomplete tech that can't easily be used by other companies. * An incomplete factory in a very undesirable location with a dearth of engineering and manufacturing talent. * A tarnished brand identity. They could go to zero. I highly doubt they will, but they do check all the boxes.
    1
  12818. At least a few dozen across at least 4 companies.
    1
  12819. Tesla did just open an R&D studio in Michigan, so there ya go.
    1
  12820. Thank you very much!
    1
  12821. If someone is paid for their analysis, what does that make them?
    1
  12822. I value a diversity of voices.
    1
  12823. Nonsense. Do you know how much taxes Tesla pays in China?
    1
  12824. This happened in January.
    1
  12825. It's wild to see how many people came away with the conclusion that neither of us believe in cars, or that either of us support a "all of one" solution, rather than a mix. Cars absolutely have a place, but that doesn't mean mass transit can't be beneficial to everyone, including the people who aren't using it. Given the choice between sharing the road with 5 buses or 500 cars, it takes no time at all to understand which is better.
    1
  12826. To eek out efficiency.
    1
  12827. You think it's that high?
    1
  12828. Suggestions?
    1
  12829.  @samuelprice538  I didn't take it as negative, I took it as constructive. I know the music isn't contemporary, it's out of time in a way. I'm not opposed to changing it, I'm just not sure how to go about it without using stock music is all.
    1
  12830. 20k or 20m? I'm struggling to find the 20k one.
    1
  12831. My apologies. :(
    1
  12832. Thanks! Could you imagine how long you'd have to pedal to get a single mile? It would be hours!
    1
  12833. Entirely possible.
    1
  12834. Unless you were trading options (aka gambling) it isn't gone.
    1
  12835. That's the next video in the series, of course. Yes, mining on Mars will be easier thanks to having some atmosphere, and double the gravity. Will be interesting to see.
    1
  12836. Definitely a Jordan question.
    1
  12837. Indeed! Now all we need is a couple million and we'll be set!
    1
  12838. You bet! Thank you so much!
    1
  12839. My filters are aggressive, and catch about 70% of them, but I'm still left manually deleting hundreds of these every day.
    1
  12840. It's worth a LOT.
    1
  12841. No, of course not. It was as an adult, and it was a tree
    1
  12842.  @aussieideasman8498  I haven't heard a number. When I talked to him in September, he shared his enthusiasm and some of the design features, and the fact that he was invested, but he didn't share a figure.
    1
  12843.  @aussieideasman8498  Because I talked to him myself and I know well his enthusiasm for, and confidence in the product.
    1
  12844. 10 gallons per minute is the legal maximum. Few achieve that rate. The time it typically takes me to top off my Tesla is zero minutes because it's always plugged in when I'm at home. It takes less time to plug in than it does for the kids to get out of the car.
    1
  12845. I won't give my closest friends trading advice.
    1
  12846. I was assured it was doomed by 2020. Get better material.
    1
  12847. Yikes. Gonna be a scorcher.
    1
  12848. @Mervstash I know you're playing, but unserious people actually say this. If they're so easy, how has no other company done it? If you can't be real, at least aspire to be believable.
    1
  12849. Appreciate the kind words, my friend.
    1
  12850. Please do! I'm all about evidence, so I will wait for that. People say we're all paid by Tesla, and it's equally insane.
    1
  12851. I don't know if the moves we see are from individuals as much as algorithm traders.
    1
  12852. Awesome! Thank you!
    1
  12853. I see it as a necessity. They produce nothing but original content for so many of us to study and enjoy. The topic is just too narrow for them to make it without help.
    1
  12854. That's so cool!
    1
  12855. Glad to help!
    1
  12856. Not after these shenanigans. They may pay more to keep the workers happy, but if they unionize, they'll form a separate one like we're increasingly seeing in the US and elsewhere.
    1
  12857. @motownmark653 Not likely. If they unionize they'd surely go independent like all the factories in Mexico. This disaster isn't something any sane person wants a piece of.
    1
  12858. What are you even talking about? The warranty is fantastic.
    1
  12859. It says to me he either doesn't know about it (most likely,) or I'm not worth his time. He knows he left holes in his theory wide enough to comfortably park a CyberTruck.
    1
  12860. There's a company working on that, but it adds a whole lot of weight and cost.
    1
  12861. Happy new year, even if a bit late!
    1
  12862. How odd. Haven't seen that trend apart from driving record issues.
    1
  12863. The founder of Volkswagen is has been dead for 80 years, but I'm confident you already know that.
    1
  12864. I appreciate that!
    1
  12865. Many of my viewers made that decision long ago. They could have made a lot of money in oil and gas, but chose not to. Something you and I might see as good, others may see as harmful, and regardless of the objective, the method may well be seen as reckless.
    1
  12866. Seems pretty unlikely.
    1
  12867. I think you're absolutely right, though I have the hindsight of seeing this week's progress compared to the tracker updated that many days ago. It is very much accelerating, but I don't account for it because the work that follows, the interior work, is also very labor intensive, much like the grading and foundation work has been.
    1
  12868. A strategic step back is wise. This is not strategic.
    1
  12869. Elon doesn't know I exist. I've never been invited to a product event. I get that you're angry, but taking it out on me doesn't make anything better, and puts me in this pickle where I have to decide if the psychological toll your attempting to extract is worth permitting, and I'm leaning toward no. If you're looking for a dog to kick, I ain't it.
    1
  12870. "You catch more flies with honey" sounds like a socialist message? Do you hear yourself?
    1
  12871. More to come! They are a lot of work, but I agree that they're worth it. Hopefully it performs well.
    1
  12872. It's worse than that... the video got demonized over it. Every ad on this interview goes to some music publisher in Canada. I wonder if that's why there were so many interviews done, but so few published.
    1
  12873. The FUV is still in low-volume production, and the MLM has yet to be released. Not much to cover until then. I've published a lot of Arcimoto coverage, so it's not something I've avoided.
    1
  12874. Which part is $8k?
    1
  12875. The ICE car tires are EVERYWHERE. 3k is nothing for how many are on the road.
    1
  12876. A block south of the lumberjack show. Look for a white house with a Cybertruck in the driveway.
    1
  12877. Ask NHTSA.
    1
  12878. I don't ask 'em, I just answer 'em.
    1
  12879. Not typical anywhere I've been. 25 minutes to the airport was more like $50-60.
    1
  12880. @kindog86 that's my guess as well.
    1
  12881. I have high confidence in Rivian, despite the delays. We've seen them out testing. Unlike the other startups, I think Rivian will actually make it into production, and fairly soon at that.
    1
  12882. Only of you don't want them to open.
    1
  12883. Snake oil salesman, sure, but the Big-3 will absolutely survive... they may not make cars in the US anymore, but they'll get by just fine. Plenty of auto plants in other countries in North America and around the world that aren't under the UAW's purview.
    1
  12884. Us on HW4 (what it was called when I got it,) was the last to get new builds for a long time. Win some, lose some.
    1
  12885. Actually, I now realize v12 came out in December of 2023, but I didn't get it until JULY of 2024. That was rough.
    1
  12886. Which model?
    1
  12887. That's one idea.
    1
  12888. Pool tables is one I've never done.
    1
  12889. Thanks so much!
    1
  12890. Not in the way portrayed by those who seek to disparage electric vehicles. That's why the memes always show copper or other mines rather than the actual lithium mines. It's not as powerful of imagery.
    1
  12891. Thank you kindly!
    1
  12892. So far so good.
    1
  12893. The simplified driving will also reduce driver fatigue and improve the state of mind for operators. This alone can result in improved safety.
    1
  12894. Then your job should be safe. The first generation of any product is never meant to fill every application.
    1
  12895. Well, yes, honestly. At least he's doing a job of promoting Lucid. :(
    1
  12896. Unless you want the car to have vision while in motion.
    1
  12897. You bet! Thank you too!
    1
  12898. You guys are the best!
    1
  12899. I spent a summer in college waiting tables at IHOP. There are people who will simply by hot cakes, but I'd say maybe once per shift at most, and these were 8hr shifts.
    1
  12900. Thank you very much!
    1
  12901. Because it only helps in a fraction of a percent of cases, while introducing errors in the remainder of driving. Why not also have an overhead drone flying with the car so you can see around corners?
    1
  12902. That's not how any of this works.
    1
  12903. Lidar is immune to freezing rain? I don't trust anyone on the road in those conditions.
    1
  12904. 100% correct.
    1
  12905. If that's your perspective, you are not their target audience. If you want to see change happen, it needs to be something they're actually able to consider. Being 100% unshakeable means you don't get a seat at the table.
    1
  12906. The Big 3 will weather this. They always do. The UAW will come out golden too. The strikers are the ones who will suffer. That's the case every single time. Congratulations, I guess?
    1
  12907. If they do, I don't see them making it so much as buying and rebadging it.
    1
  12908. That's an interesting point. We'll have to keep an eye on that. I expect them to do everything possible to avoid a strike entirely, but you just never know how it will go.
    1
  12909. Jim Farley at Ford insta-retweeted the results, which would have been odd enough, but then we come to find out the Ford Foundation is funding them... yeah, there's zero coincidence here. Absolutely shameless. My mom read their review of the '93 Probe and bought based on it. It was a steaming pile of shit. I read it later. It turns out they ONLY reviewed the Mazda version, since they shared a platform. The Mazda was actually decent, but the Probe was pure shit. I chalked it up to an oversight. I realize now it was a way to juice the sales of that lackluster chunk of trash. Friggin' shameless.
    1
  12910. There are still many more worlds to conquer. Even if they had a trillion in profit in 2026, they could use it to deploy Tesla-owned megapack installations, or hopefully build out the robotaxi fleet.
    1
  12911.  @adimchionyenadum2962  I'd say they're far from out of the woods. Once they enter production and start ramping, we'll have a clearer picture. Startups of all sorts are prone to failure, but EV startups have a particularly tough path.
    1
  12912. I prefer to see where my actual boundaries are relative to curbs and what not. Just feel better that way.
    1
  12913. And that's on the full line. This author is talking about the LVCC loop where the stations are like 1,900 feet apart.
    1
  12914. Hard to watch. Really makes you think. Glad it worked out.
    1
  12915. Why a Premiere, or why the possibility of a future livestream? The premiere was just to have a chance to hang out with my subscribers. The idea of a livestream is in response to requests from subscribers and fans who want a more personal approach. Hope this helps.
    1
  12916. Many of the top videos aren't about EVs, and the videos come out twice a day.
    1
  12917. It's a very fun demonstration, but I feel he could have been every bit as entertaining without crafting a deceptive scenario in which to make it possible.
    1
  12918. Will be covering that later in the week. BYD is among the few I believe when they make big claims about batteries. They've been shown to be honest about what they have coming.
    1
  12919. I understand, but the Hummer is poorly optimized. I was poking fun.
    1
  12920. And fewer people go to an office.
    1
  12921. What a bizarre misunderstanding.
    1
  12922. Thank you for the feedback. I wasn't trying to be misleading, though in retrospect I could have dedicated more math to the explanation. What I should have included was the capacity for the GigaPresses, which is absolutely a limiting factor. The presses cycle at 90-seconds/unit. 2 million cars needs 4 million castings. Each one can make 351k/year, so they'd only need 11 running at full speed. Can't run non-stop, but won't need to, since there's room for 12-15 of the IDRA casting machines, and they've already got them on order.
    1
  12923. It is not. Even if the road you want to go down just opened today, like in a new development, it will drive on it.
    1
  12924. This was a very insightful run. Excellent narration.
    1
  12925. If they're confident the high prices will endure for ten years, we'll definitely see a jump. But if they think it will normalize, not so much. The good news is everyone is finally getting on the EV bandwagon, so they should have customers at a decent price, even if it's not todays astronomical spot price.
    1
  12926. Welcome aboard!
    1
  12927. The fundamentals are still improving for the automotive side, to say nothing about AI, FSD, robots, grid storage, and more. Down stretches are disappointing, but that's the entire market. Not just stocks, but everything. It's all in a dip. This too shall pass.
    1
  12928. He hasn't said as far as I know.
    1
  12929. May 28th, but I'll be out of the country. Figure for my 50th I gotta pick a convenient date.
    1
  12930. You bet! Thank you!
    1
  12931. Hmmm, that's quite possible. Great point.
    1
  12932. You rock!
    1
  12933. But reading the financials is HARD! Tesla's free cash flow increased in the last quarter by roughly 10% of GM's entire market cap.
    1
  12934. Over a thousand people felt the first video didn't address their concerns. I'd have to be dumb, crazy, or a world class jerk to ignore that. It sounds like that's the kind of person you prefer.
    1
  12935. I appreciate that!
    1
  12936. Thank you so much!
    1
  12937. I predicted this about the Roadster ages ago. Probably two years ago. Don't imagine I'm something when there's already evidence disproving it.
    1
  12938. Now that you mention it.
    1
  12939. Others on Twitter found examples of uncut castings where very similar castings were seen, so you may be dead on the money there. But the change to the front casting still looks pretty significant.
    1
  12940. Within spec.
    1
  12941. I think so, yes.
    1
  12942. There will ve videos.
    1
  12943. He'll be at the Michigan event in June. You should tell him in person!
    1
  12944. Pretty spot on, mate.
    1
  12945. It was competitive at the time. I think I got it for just one generation of descendants. Not too shabby... the kids I mean, not the deal.
    1
  12946. Glad it was helpful!
    1
  12947. They've already confirmed Mexico is still moving forward.
    1
  12948. Oh... oh dear!
    1
  12949. VALUE!
    1
  12950. Nice!
    1
  12951. There it is! I knew before reading because you guys ALWAYS use that one example. It's an extremely uncommon route, but somehow everyone who needs to drive it watches my channel. It's already over, my friend. It's just a matter of time.
    1
  12952. Thank you! Cheers!
    1
  12953. Well played.
    1
  12954. Plus it's, you know, REALLY hard. Lambo spent generations getting to the top of the ICE pile for performance. They get it and they're good at it. Pivoting to entirely new drivetrain is tough, and if they stick with gasoline, they'll never get back into first place.
    1
  12955. Literally published a video about that on Tuesday.
    1
  12956. All good my friend! If you didn't know me, I could see how you reached that conclusion. In hindsight, yep, I was again within 2% on production and 0.7% on deliveries (vs Wall Street's 5% miss). I always show my math, and I think that helps viewers see where the errors are and reach their own conclusions. I avoid clickbait to a degree that has held the channel back. Extreme titles drive clicks, but it's just me running this place, so I make the sort of things I personally want to watch. Sensational garbage is easy. Real numbers, real sources, and real analysis take a lot more time, but it's worth it. If I don't want to watch something, I sure as hell don't want to make it, and I can't imagine building a fan base out of the kinds of people who love what I hate, and hate what I love. Thank you for taking the time to come back and clarify. That means a lot to me.
    1
  12957. There's 155,000 miles of rail in the US. Tricky to source enough copper, let alone install it.
    1
  12958. Was that what it was about?
    1
  12959. Finally broke it! Man was that painful!
    1
  12960. I've yet to see a dealership that could match the prices offered by an independent mechanic shop.
    1
  12961. Canoo's fundamental flaw is having a flat wall of glass so close to highway rocks and debris. I love the design and formfactor, but only in the same way I love concept cars. Canoo strikes me as a concept car that won't work out in practical application. As an in-city robotaxi, or in a closed system, it could be great. If you ever have to take it on the highway, that front glass needs to be addressed.
    1
  12962. Carbon fiber recycling already exists.
    1
  12963. You should invest in mutual funds.
    1
  12964. Wow, thank you!
    1
  12965. I get that you have your orders to post stupid nonsense in efforts to derail serious people from their excitement for changes on the horizon, but this is just embarrassing. Bad form, bad effort, bad results. You'd have better luck complaining about penicillin.
    1
  12966. Good point!
    1
  12967. @Tim Boatfield That's numberwang!
    1
  12968. It really is! I was pretty excited when I first saw it because it's so novel, but now that I see what it can do, how it's made, all that, it just makes sense.
    1
  12969. I appreciate that!
    1
  12970. Now that's a quality nerd joke!
    1
  12971. More to come!
    1
  12972. Which one sells better?
    1
  12973. Very frustrating, but I get it.
    1
  12974. HA!
    1
  12975. Call it what you like, it's all compromise.
    1
  12976. Because it's still beyond the horizon. We'll know more as it nears.
    1
  12977. It worked great for me. I have hours of footage, but I haven't posted it because before I could edit, I got 13.2.1.
    1
  12978. I am hopeful, but hope isn't enough to make it in automotive. Even having the best product isn't enough. Everything has to go right.
    1
  12979. They really are for that. If everyone stood still, that would work for them, but Tesla and ALL the Chinese brands are taking this very seriously. They will be ready. The only question is if there will be room for the legacy companies. The future is still uncertain for them.
    1
  12980. I did, thanks!
    1
  12981. This theory ignores the overwhelming "gatherer" instinct inside us. Most people don't like taxis.
    1
  12982. Does not appear so. I mean, maybe, but if they did I can't find it either.
    1
  12983. Your humor is lost in this post. I know you're joking because you're here every day and I get you, but there are people who actually say things precisely that crazy without cracking a smile.
    1
  12984. Echt geil!
    1
  12985.  @MrZerlex  Ah. So on a sunny summer day when I say "Ich bin heiss und schwul" it still means what I mean it to mean, right?
    1
  12986. Rude as hell, cool. 155,000 miles. Go on then, build it. We'll wait.
    1
  12987. Sent you an email.
    1
  12988. You bet!
    1
  12989. Seems so.
    1
  12990. I've been to one of those, but it was in maybe 2005 or so. Beautiful place.
    1
  12991. That's Vegas, baby!
    1
  12992. Yes, but you can only enable it for the current drive. Turning it down from a Assertive to Normal also works a bit.
    1
  12993. Fidelity is top notch. My son is opening his first investment account and checked with all the local banks and none offered it. I'm sure many are in this same boat.
    1
  12994. EVERYONE is building new copper mines. Old ones get more and more expensive to explore, new ones come online. There have been a handful that have come online just in the last few years. You ignore how much electricity is needed to turn oil into gasoline. It's so much that in the US alone it could fully charge every EV on the road more than 217 times per year. If every car was an EV, it would still result in 2 free charges per year. You're so zoomed in on the EV side of the equation that you're struggling to see how truly awful the dino burner side is.
    1
  12995. How can Tesla run the network at 10c when Uber charges 6x that without turning a profit? It seems like it would be easy, but apparently it isn't. You have to wonder where the money is going.
    1
  12996. Is that working?
    1
  12997. Now that is a mistake I haven't made in quite some time. Thank you for the correction. All we know about the space to the west of the highway is that it was originally announced to neighbors as an office building. I don't know if the final use is determined at this point, since it appears they made a big start before putting it on hold.
    1
  12998. What a hot crock that is. Do you not know I can see your comment history with a single click? Your comments are universally pessimistic, dismissive, and rude. Take it elsewhere, champ.
    1
  12999. Not giving us much to go on.
    1
  13000. I've looked. I can't find what's described. You should share it.
    1
  13001. Thanks! Will do!
    1
  13002. On the day? Absolutely. I was having so much fun and the community was just great and we were all there for the same reason. Unless you mean the thumbnail and title, in which case I was just trying to temper expectations. This wasn't a particularly insightful video and had no real analysis to speak of, but I'd had requests to release footage from the event and tried to figure out a way to do that. Thanks for the comment!
    1
  13003. It's cynical and dishonest, but doesn't rise to the level of fraud.
    1
  13004. Glad it was helpful!
    1
  13005. FINALLY someone recognizes it. I've been using NeuralBlender for MONTHS now and nobody has said a word about it. Probably have to go back to regular photos since they don't engage viewers in the same way, but it was a fun experiment.
    1
  13006. No. If Apple has shown us anything with their intentional nerfing of text messages to other phone users, that's a dreadful thing, even when it's something as basic as text. What a terrible example.
    1
  13007. Exactly.
    1
  13008. He did all the coastal fiddly bits. Some fine work.
    1
  13009. Nothing will happen. YouTube views this as the system "working" since Univision will say it was a clerical error, and one they corrected without humans having to intervene at the platform level.
    1
  13010. I'm supposed to get it back. It was reinstated for the previous days, but both videos are showing $0.00 from yesterday, which is not possible.
    1
  13011. Yes, but it's not codified into law just yet. They're moving in that direction, and I imagine it will become law in the next year or two as it becomes clear that there will be enough cars of sufficient quality and affordability. I understand their hesitation. If the law was for 2025, there very likely wouldn't be enough cars at any price to get it done, and if there are, they'd be at price points prohibitive to an unacceptably high number of buyers. As the 2035 global production roadmap becomes clearer, the decision will become easier. Thank you for a great comment that really made me think!
    1
  13012. It's a great show.
    1
  13013. Exactly. The nomenclature already exists, and they're using it correctly. It's almost entirely those who don't own it who complain, and boy are they loud about it.
    1
  13014. Competitors are interested, but they're just now discovering that the 20 years Tesla spent getting it down to a science is hard to expedite.
    1
  13015. The dealer does the paperwork.
    1
  13016. Appreciate the support.
    1
  13017. Too soon too tell. :/
    1
  13018. Doesn't sound like it's me that's forgotten this. :(
    1
  13019. No problem.
    1
  13020. I get no income from Tesla. Pretty crucial difference. If I was an employee they could exert control over what I say. They don't, so they can't. I say negative things all the time, when it's honest. Nobody was more critical of FSD than me until later versions of 12. Nobody talked about brand damage quicker.
    1
  13021. Ego doesn't make cars. Hope this helps. 🙄
    1
  13022. Yes and yes.
    1
  13023. This channel is mostly safe. The comedy channel (where this video was originally published) is where the future is much less certain.
    1
  13024. True, but robotics, AI, and solar jobs didn't exist before.
    1
  13025. That's not what a pump & dump is. They've never dumped. Pretty critical to the equation. The Gamma is not a release candidate. Perfection is not expected.
    1
  13026. People have strong feelings.
    1
  13027. I'm always uncomfortable when I'm the outlier, but I know what I know, and the beauty of showing my work is that where I miss, you can see how I got there. If you watched the livestream of the numbers release, you'll see I was pleasantly surprised to see how close I got.
    1
  13028. Did he? My bubble on X says it's out of context but I haven't seen it yet. Is there context that clarifies something he could be doing?
    1
  13029. Waymos have been vandalized. Plenty of owners would still add them to their fleet if they were allowed, and the numbers work. How much does repair cost compared to a month of human labor?
    1
  13030. Not sure that's possible.
    1
  13031. Best not to address property crime with murder, I suspect.
    1
  13032. We used 3 and YouTube tested them. You only clicked on this one. Shame on you?
    1
  13033. I feel like you had a clever thought there, but maybe you left some words out before hitting Reply. The current administration has vowed to undo much of what came before, and being anti-EV is something he ran on, and is now executing.
    1
  13034. Thank you so much!
    1
  13035. Welcome welcome!
    1
  13036. The stock sales of the founders has done nothing to convince me you are correct.
    1
  13037. Will be interesting to see. When it comes to the other models, most buyers get a test drive. I don't see test drives being available on Cybertruck for quite some time.
    1
  13038. There's also fatigue. Don't wanna hurt the golden goose.
    1
  13039. Scrapping them prematurely will ensure they don't reach price parity for the vast majority of brands available for sale in the US today. Repealing the IRA is only good if that's your objective.
    1
  13040. Only a legacy car company who thinks it should take all day to buy a car would believe that.
    1
  13041. https://www.youtube.com/glossynews
    1
  13042. It is not, but a very, very good guess!
    1
  13043. That's the plan!
    1
  13044. These are the kinds of pushback that add to the discussion. Thank you.
    1
  13045. All flat roofs in that area. Only gets a few inches a year
    1
  13046. Yep, that's how linear time works.
    1
  13047. Can't wait!
    1
  13048. I was at Florida Cyber Fest yesterday with over a hundred Cybertruck owners. I've driven them, used them, gone around off road parks, and talked with more owners than I could guess. I'm inclined to believe the sum of that over your take.
    1
  13049. We'll see how we all feel in a year.
    1
  13050. They employ many methods to reduce fire. It works, too. That's why fires are so rare compared to other types of cars.
    1
  13051. We addressed that in the previous part.
    1
  13052. The Americas CEO covers the entire hemisphere, and they have already acquired property in Brazil. Don't get me wrong, I agree with you, but the claim isn't as absurd on its face as it might seem.
    1
  13053. That makes no sense, but also wouldn't surprise me.
    1
  13054. Always, as far as I'm concerned. After I bought below $200 (pre-split) I had friends saying they wouldn't consider it because it ran up to $400 so quickly. The best time to buy TSLA is in the past. The second best time is now.
    1
  13055. We already have Navy type reactors that can handle that application. This is more about what needs to happen to power earth.
    1
  13056. I tried Googling to see who my doppelganger is, but I was unsuccessful. Can you give me a better hint?
    1
  13057. Interesting.
    1
  13058. Absolutely.
    1
  13059. Interesting.
    1
  13060. What kind of world are we living in?!?
    1
  13061. Good news for you my friend! I've been publishing this tracker every week since last December, and I always, *always*, ALWAYS show my math. There were a lot of questions in the early months, but near zero lately. Trial production has already begun. Vehicles are likely to begin rolling out of the factory in the next few weeks. But it's been over 15-months. If you don't believe it's 90% done, what's your WAG for completion as of this update?
    1
  13062.  @jstar1000  The drone footage is only capable of showing parts of the building that aren't complete. Many areas have been done for months. Trial production has already begun on non-saleable cars. Stamping, casting, body in white, paint, and general assembly are already operational. If you back out the 20% assigned to site prep, that would reduce completion to 85%. Would that figure "feel" more accurate?
    1
  13063. Okay, see ya later.
    1
  13064. Can't wait!
    1
  13065. He's always welcome, but seldom available. Loki keeps him busy.
    1
  13066. They just gotta get it over the finish line. They've reached the hardest part, so I'm crossing all my fingers and toes.
    1
  13067. Better to stick with math that doesn't require conversion to make the point easy to understand.
    1
  13068. Oh wow! So I guess this means we'll be meeting up.
    1
  13069. Oh yeah. Hot damn!
    1
  13070. Wish I could. Hard to gather intel from outside the perimeter.
    1
  13071. All the anecdotes in the world and yet not a single financial statement. If that doesn't concern you, it should.
    1
  13072. That's your choice. Bit weird announcing it here though, isn't it?
    1
  13073. I remember just 3-4 years ago the electric section was pretty limited. Well under half of the options. Now there's a handful for each from several different manufacturers.
    1
  13074. His resume is pretty stunning.
    1
  13075. Some of us don't like paying $3k/yr for gas. If you can afford an extra $27k over ten years, it's wild that you'd still choose to do it just so you can roll around in a less fun, less safe, less reliable rig.
    1
  13076. Generally no. It's comparable to other cars of similar age in each class.
    1
  13077. Worst take possible. This is not how you're supposed to invest. This is how you get blindsided.
    1
  13078. Now THAT would be a steal.
    1
  13079. Oh I love it as a fan and analyst, but not as much as an investor. It's a fair complaint. Understandable at least.
    1
  13080. Watching them all on the flights back today.
    1
  13081. Sodium is on hold. It made sense when lithium prices were sky high, but it's gone back to normal.
    1
  13082. Yep! You do great work, and that's why I invited you to join us, but I completely understand your desire to be in the air in the leadup to the event. If you get a chance to swing by even for a bit, I'd love to say hello.
    1
  13083. Could you imagine the failures trying to use a swap station when cars are caked on inches of salted ice? It will ruin the cars, sure, but also the station.
    1
  13084. Appreciate you!
    1
  13085. You're not good at this.
    1
  13086. The contradictions absolutely make sense in the context I described. While some news outlets will push a particular agenda on a specific topic, the vast majority push every side of every issues because the only thing they care about is getting clicks. And it works.
    1
  13087. I don't require visual perfection in a work vehicle.
    1
  13088. That would be great information to have, but the mandatory minimum warranty (at least on batteries) is 100,000 miles, so you can safely assume that part will outlive that milestone.
    1
  13089. Appreciate that!
    1
  13090. When did he say that? I remember him saying a human would be able to outrun one.
    1
  13091. You're bad at this. Kinda feels like a waste of time, but thanks for boosting the video in the algorithm.
    1
  13092. I'm always honest. Gotta be.
    1
  13093. Wow man, thank you for such kind words!
    1
  13094. Sounds great!
    1
  13095. I am not so crazy as to take such a bet. I'd give it 20:1 odds, but I'm also not a betting man. ;)
    1
  13096. Oh they've been here a while. I just usually manage to boop them pretty quickly. I also have a bunch of keywords in the filter to slow them down, but it's exhausting.
    1
  13097. Some brands are stronger than others.
    1
  13098. Two wrongs make a right? Sounds like the wolves didn't raise you as well as expected. 🤔
    1
  13099. When did I say that? Which channel do you think you're on? I can't name another channel in the Tesla space that's been as critical of FSD as me. Which dimension are you from?
    1
  13100. Whoever told you that doesn't have a very high opinion of you. I do. I know you're able to look up the actual studies, all of which reach the same conclusion. Even if you were getting your electricity exclusively from a coal fired power plant, it would still result in fewer emissions than driving a gas powered car.
    1
  13101. There are tens of thousands of fires at gas stations, refineries, and in transit. This is a vastly safer option.
    1
  13102. All good points. I see a recession hitting others harder since they don't have the high margin to work with. How does GM reduce prices when they won't even be profitable until 2025? All that would do is dig them deeper in the hole.
    1
  13103. BYD is already building a factory in Hungary, which is in the EU.
    1
  13104. I know someone with a Model Y long range in Vancouver BC. It was built in Shanghai.
    1
  13105. It's already at 20% adoption globally. It's too late for gas. They are stranded assets in wait. Even if your EV is charged exclusively from coal fired power plants, it STILL results in less emissions.
    1
  13106. They don't sell ads like almost every other similar publication. Weird right?
    1
  13107. They're designed and built in Japan, and also manufactured in China under license. There are Chinese made ones, but that's also true of Tesla.
    1
  13108. I appreciate that. It's a skill most people can develop, and I've fortunately had enough opportunities to refine my approach.
    1
  13109. @Libertylute Yep.
    1
  13110. Much appreciated!
    1
  13111. I'm working to find a drone pilot there I can hire.
    1
  13112. Need more data!
    1
  13113. That plus the benefits package is an amount of money most will never make, even in highly skilled professions.
    1
  13114. I know, right? This is better for everyone.
    1
  13115.  @charliemagpie  It's hard to have "too much" cash reserve, and the dilution was so small it really doesn't matter. Thanks for your thoughts!
    1
  13116. Hope so!
    1
  13117. It does look nice.
    1
  13118. Of course! They're quite a bit of work to edit, but that will be out before too long.
    1
  13119. They're repaired under warranty during the warranty period, and they can opt-in to a service contract that will keep them reliably running. If they choose to "self-insure" in that case, the cost falls on the physical owner, and I imagine the repair work would have to be performed by a ChargePoint authorized provider.
    1
  13120. Awesome, thank you! I can't help but watch all the footage from every factory, but a big part of the reason I started this channel was because I know that's wildly impractical for the average Tesla fanatic, let alone the average person. It's easily 3-4 hours a week and there's a lot of little things you can miss if you just watch a few. Heck, I miss things even after watching all of them.
    1
  13121. You okay there, guy?
    1
  13122. It feels like bailing out a rowboat with a thimble, but I still have to try.
    1
  13123. There seems to be about an 80/20 split between those who understood what we were trying to show, and those who didn't. I've adjusted the title and description to (hopefully) make it clearer so it better meets expectations.
    1
  13124. You bet!
    1
  13125. That would be too separate things. I haven't seen any push for a solar subsidy, so my guess is not that.
    1
  13126. Aptera isn't very easy to get in and out of. I suspect ease of use is a primary objective.
    1
  13127. Lol
    1
  13128. Wouldn't that be fun? Just silent torque.
    1
  13129. How so?
    1
  13130. This reads more like laziness than bias. NADA makes money telling you what a car is worth. Doesn't matter which car it is.
    1
  13131. I am not aware of any official estimated date of completion.
    1
  13132. It was pretty obvious on versions 11 and older. I'm not sure how you could accomplish that with versions 12 forward.
    1
  13133. Awesome! Thank you!
    1
  13134. Thanks!
    1
  13135. You okay?
    1
  13136. Glad it was helpful!
    1
  13137. Hopefully not. That's a trade war the US that would leave both countries suffering terribly. Not to mention the fact that we'll need access to those resources.
    1
  13138. I noticed that while editing. Pretty funny!
    1
  13139. What Ford and GM can't do has limited bearing on what Tesla does.
    1
  13140. You got it!
    1
  13141. I hope so, but I imagine 2yrs is a bit too ambitious.
    1
  13142. Tesla said the manufacturing method would be unboxed, not that it would be configurable. That was a guess on the part of a handful of speculators.
    1
  13143. Who are you talking to? Lidar is not the silver bullet. Even if it was free, that doesn't matter if the engineers believe it's the wrong approach.
    1
  13144. I've seen people bashing EVs as inferior to ICE while holding up the Hummer as their example. There is NO equivalent ICE to the Hummer. It's its own thing, and it is not long for this world.
    1
  13145. More to come!
    1
  13146. Her contributions are well worth it, I think.
    1
  13147. Thinking you might be right, even as far out as CyberTruck is. My rig still has another 3-5 years on it easy.
    1
  13148. You've been lied to. That happens. It's when toy repeat the lies that it begins to reflect on you.
    1
  13149. If you're only doing a hundred miles a week, the gas savings won't make as big of a difference.
    1
  13150. US battery factories are already under construction, with some (like the 4680 lines in Austin) already ramping. If they can get production high enough to switch the Model Y to 4680 (they sold some for a while, but those cells are now dedicated to Cybertruck,) they could give all of the Nevada 2170 production to Model 3, which would make all but the SR version on LFP eligible.
    1
  13151. I appreciate that. 👍
    1
  13152. Firing subordinates for the intransigence of the executive YOU hired to head the division is not good. The best people who were there will already be at a new company by now. You factory construction permit guy can't just slot into that role because they don't know the intricacies in every state and county. They know the one county where they worked. They have contacts there they can talk to when things go wrong, which they often do.
    1
  13153. The rumor was that the price drop would happen 2 weeks ago. Pretty safe to say it didn't happen. Could still be in the future, but that rumor didn't have any verifiable basis.
    1
  13154. Even if we only say Easter Egg a month later? Love your work!
    1
  13155. You just named three companies with massive government support. I'd be surprised if any of those go away that quickly.
    1
  13156. Lars is a very easy top pick. Luckily what we do is quite different, because I'd hate to try competing with that. I'll be on his news show this weekend doing a 4-week side by side factory progress clip. See you there!
    1
  13157. Wow man, thank you!
    1
  13158. Many of Elon's recent comments about global politics also seem to go against his stated objectives, so who knows.
    1
  13159. It isn't though. When you veer too far into hyperbole it makes what could have otherwise been a valid point sound like the ravings of a lunatic.
    1
  13160. That's why we aim for the stars. I've seen the ratings of this solar system. One star.
    1
  13161. That's an interesting consideration.
    1
  13162. I think so too. Look how good the Honda Prologue sales have been, and it's just a Blazer with CarPlay.
    1
  13163. I appreciate that!
    1
  13164. I haven't overlooked it. They have overlooked it.
    1
  13165. Definitely keep those under wraps. Too important.
    1
  13166. I weigh the policies of each candidate independent of the label next to their names. Beliefs are less of a spectrum and more of a buffet. I don't think I've ever seen a politician I agree with on all their stated policies (to say nothing of which ones they'll actually work on,) so I find it sits better with me to weigh them all individually. Takes a lot more time, but I figure it's worth it.
    1
  13167. @mrballoonpimp This is just a render I whipped up using AI. I got 9 to choose from and they all looked pretty fantastic, but my choice of keywords likely forced them all to look a bit like Arcimoto.
    1
  13168. You okay?
    1
  13169. More than the strikers. This is not a winning argument.
    1
  13170. I wish we could, but the performance license is pretty explicit that it's only permissible for live performances.
    1
  13171. It appears sodium development slowed with the falling cost of lithium, but we still may see it soon.
    1
  13172. Sounds great!
    1
  13173. When regulators allow it, sadly.
    1
  13174. There were 3 Teslas, about a dozen Rivians, and a hundred gas cars. ICE won that event. The Rivian video I made at the event will be published tomorrow at 6am Pacific.
    1
  13175. I invited him to speak on topics he had personal experience with. I've reached out to a number of those companies, but I have yet to hear back. They never write back. Maybe you should bring that to their attention.
    1
  13176. You know people buy them in Texas though, right,
    1
  13177. That's the most absurd thing I've ever heard. Tesla HAD swap stations. They're expensive and inefficient. The Supercharger network allows them to deploy 10-20x faster. That's why they're THE name in charging in North America.
    1
  13178. Thanks, glad you enjoyed the show! They almost doubled the number of ticket sales this year. Wow!
    1
  13179. I've tried it. It's not good. It's a $10/month multivitamin ground up into a glass for $100, and I can see no added benefit.
    1
  13180. Thanks so much!
    1
  13181. The European vehicle market is massive. Even a ship or two per quarter would be easily absorbed with even very small demand. It's not like they're building a whole new vehicle while planning to only sell a thousand a month. It will be an existing vehicle that's just shipped over, like the S/X, which I also consider unreasonably large.
    1
  13182. They've had 20 years to get their supply line secured. They chose not to. That's a choice they made.
    1
  13183. It seems like a fantastic compromise.
    1
  13184. The Hamberdler's biggest enemy is his own cholesterol.
    1
  13185. Absolutely. The fact that a Model Y only weighs 4,555 is remarkable based on its size.
    1
  13186. You sound like me three years ago.
    1
  13187. Well? What are you waiting for?
    1
  13188. That's an interesting question. I would hope the fact that no drivers would enter it would be enough for baseline, but I suspect there will be an edge case rapid response team. Maybe they send out a driver to pass the intersection a few dozen times with Dojo giving them an overweight representation.
    1
  13189. I could, but I doubt it would do the trick.
    1
  13190. There's no obvious place for it yet. I'll be very curious to see this as well.
    1
  13191. Thank you so much!
    1
  13192. I haven't heard it being that much. I've heard $16.
    1
  13193. Literally the opposite. EVs are a powerful to in grid annoying and peak shaving.
    1
  13194. Business is business. That's as far as that goes.
    1
  13195. Me too!
    1
  13196. Much appreciated!
    1
  13197. No seriously, please, say no more. 😅
    1
  13198. I suspect you're absolutely right.
    1
  13199. Gas fires are pretty common. It's what gas was meant to do.
    1
  13200. The article may add context, but so few get that far.
    1
  13201. It's pretty bonkers.
    1
  13202. Easier to maintain??? How is that even possible?
    1
  13203. Your geography teacher had a semantic bone to pick. I'm using common parlance AND the dictionary definition. Contact the dictionary and ask them to revise their definition and I'll follow.
    1
  13204. Someone lied to you. Best to research before repeating lies. We don't welcome nonsense here. That's kind of our thing.
    1
  13205. I saw a sign for a travel center in NorCal with a dozen logos on it. Food, drinks, and yes, a big ol' Tesla T in the corner.
    1
  13206. Expensive and unnecessary is what I remember getting. I remember hydrogen being the fools errand.
    1
  13207. Thanks 😅
    1
  13208. Well that's an outright lie. Good gravy, do you do this everywhere you go?
    1
  13209. Shanghai built Models 3/Y are on the roads in Canada. They've very well built. You should probably examine your claims before sharing them as if they're facts.
    1
  13210. Appears so, and it will be the end of the US as a global automotive leader.
    1
  13211. Carlos Slim canceled a contract for Latin America worth tens of billions. If I was a SpaceX investor I'd be livid.
    1
  13212. REALLY?
    1
  13213. The Tacoma is still as big as (or bigger than) an F-150 from not that long ago. Trucks have gotten BIG.
    1
  13214. Glad you enjoyed it. He's an amazing resource.
    1
  13215. The damage needs to stop before the healing can begin.
    1
  13216. Why, what ever could you be suggesting
    1
  13217. Exactly!
    1
  13218. I don't think Canada lets people vote on citizenship revocation for individuals.
    1
  13219. Is that how it works in Canada? I've seen similar petitions in the US, but nothing comes of them because that's not how it works.
    1
  13220. Yer an odd duck, Mr. Smith.
    1
  13221. Congratulations, you have been awarded the dumbest comment of the month! Anti-China? Girlfriend, I lived and worked in China. Nio's $5 billion a quarter in cash burn is what's wrong with them. If you've invested, you will lose. If they keep getting fresh injections of $5b, your investment becomes worthless. When the injections stop, the company goes under.
    1
  13222. Any suggestions for more companies to cover would be appreciated.
    1
  13223. It felt more like a sermon than a lecture.
    1
  13224. Surely there must be at least a few.
    1
  13225. Indeed!
    1
  13226. More likely solar, base on the fragility of the underlayment.
    1
  13227. Thank you for the correction! I imagine it was a whole lot easier to update from 6-12v when all you had was the battery, alternator, and a dozen bulbs. I also learned today that commercial jets use 28v system for the same reasons we see the switch with Tesla. It trims a massive amount of weight from the plane by allowing significantly thinner wires.
    1
  13228. Always!
    1
  13229. Glad you enjoyed it!
    1
  13230. You bet!
    1
  13231. Thanks!
    1
  13232. Taking risks beyond my capacity would be gambling. That's not something I'm comfortable doing.
    1
  13233. Nope. Only VIPs and employees get to see inside.
    1
  13234. Then I guess you're lucky this was in my wheelhouse.
    1
  13235. I've made videos on why it couldn't exist before. This is a confluence of technologies, all of which critical to making it happen.
    1
  13236. Aw, thanks!
    1
  13237. Glad it was helpful!
    1
  13238. The hydrogen trucks are not available for purchase. We don't yet know a release date for these models. It's entirely possible they won't make it to market, and very likely they won't see a wide release. Hydrogen is fickle, and nowhere close to as cheap as the fossil fuel industry wants us to believe.
    1
  13239. But it isn't. Fraud has a legal definition and this isn't it. It's fair to say that you or I don't know the reasons for every last expenditure, but to call our ignorance fraud is not something a reasonable person does.
    1
  13240. I don't mind the style, but admittedly I have no taste. They just need to get real, and quickly, and their days as the big dogs are numbered.
    1
  13241. Numbers don't experience fear. Your claim attempts to ascribe human emotion to math. It doesn't make sense.
    1
  13242. Who are you even talking to?
    1
  13243. Awesome, thank you!
    1
  13244. That's a first, but I'll take it! That's a pretty great channel, but I suppose I'm a bit biased, aren't I? ;)
    1
  13245. There's a link to my Paypal button on the about page, but I'll post it here as well. Thank you so much! https://www.paypal.com/donate?hosted_button_id=BZCJPSGJMFL4U
    1
  13246. I haven't seen one in Berlin or Fremont.
    1
  13247. I'm curious to know what corporate lawyers think about the move. There's a reason everyone's in Delaware instead of Texas, and I'm not sure Tesla's done enough to make the reasoning clear to shareholders.
    1
  13248. Smart bears!
    1
  13249. Their funding is disclosed, and none of the automakers are cutting them checks. Don't go around making stuff up and telling others to get their facts straight. It paints you in a very poor light.
    1
  13250. Would be cool, but it's a tough and expensive road to get to production.
    1
  13251. I'm getting plenty of hate for this video, but it is the reality. I had a different video scheduled for today that I bumped to next week because this is timely and important. I'm already a rah-rah Tesla cheerleader, but we have to consider realities we dislike or we're no better than the TSLAQ crowd. The Friday livestream will be all the good news.
    1
  13252. We could. Would it be helpful?
    1
  13253. This video has now been shot, and will be published Friday morning.
    1
  13254. They are.
    1
  13255. He has other shares he can sell.
    1
  13256. Appreciate the support. Curious why you think it won't catch on when it already has.
    1
  13257. Juniper doesn't exist. It's still just an idea. Highland won't be discussed until it's ready to go because it would hurt sales of existing Model 3s.
    1
  13258. That's just nuts.
    1
  13259. Appears that may be the case.
    1
  13260. We don't do that here.
    1
  13261. That's pretty close to what my equation does. Rather than counting the interior "done" once closed off, it counts 5.8% per week. This pace was derived from the progress in Shanghai, though if I'd have seen the delays in Berlin, I'd have likely extended it. This tracker says it's at 95% done, and trial production is clearly underway. Upon launch they'll have a significantly higher percentage of locally sourced components than Shanghai did for theirs. As of today it appears only the batteries and interiors need to be shipped in. These are exciting times, but nowhere near as exciting as 2022 and 2023.
    1
  13262. I am on X. If you mean why don't I donate all my videos there, it's because people don't watch videos there, so it pays 95-98% less.
    1
  13263. Very anxious over here.
    1
  13264. Was not aware that was a thing. Thanks for the heads up. I just figured that expedited inspections were the unspoken part of the incentive package to get them to move there... or maybe it was written in, but either way. Are these 3rd party inspections binding? Are the just as good as a city inspection?
    1
  13265. Not all of them. I think that's why the 2nd tier ones are so desperate to merge, though talks aren't reportedly going well.
    1
  13266. I've seldom left the house for any reason but groceries in 20 months, so my experience is limited to the online variety. I've been called a "fan boy" for correcting someone who said Elon stole an emerald mine so he could personally go to space... he hasn't. That's not a thing he's done. No part of that makes any sense.
    1
  13267. Maybe not Dojo chips. These AI ones might be in excess of what's permissible for export, but that's a very good question. Thank you for bringing that to my attention.
    1
  13268. I wondered. Help us understand!
    1
  13269. Glad you enjoyed it.
    1
  13270. I think of Quantus Airlines in Rain Man.
    1
  13271. Thank you so much!
    1
  13272. Pretty tough to say from this altitude.
    1
  13273.  @alanmay7929  Gotcha. These will sell over the short term in whatever numbers they can produce them, all the while the battery technology will continue improving under the skin. While your 2017 Model 3 may not have a 30 year high-abuse lifespan like an old 190E, the 4680 looks to have a 300-500k mile minimum capacity, and its taken care of (like the cars that actually survive that long,) it could outlive the driver. Fretting over the 30 year prospects of a car is no reason to stand in the way of meaningful progress today, even before considering that these objections may already have been addressed. We'll know better in a few short years.
    1
  13274.  @jetah50  If you don't use enough nickel or chromium (like the Miracle Blade knives made in China) they will rust. They choose to skimp on those because they're the most expensive elements in the compound, and when you're making a million knives, even a nickel adds up quick. Stainless can rust, but if it's properly manufactured and even minimally maintained, it will provide generations of worry-free performance.
    1
  13275.  @jetah50  Fair enough.
    1
  13276. I think it's just AI generated click bait.
    1
  13277. There's no way you actually believe that. The union's demands were insta-bankrupt-ludicrous, and when they counter-offered (which they did repeatedly,) there was no reply apart from "no". Shawn made it clear it was going to a strike no matter what. That's bad leadership. Your friends are going broke and you're cheering it on. I just can't imagine what in your life brought you to this place.
    1
  13278. Right? It's almost like it was a few weeks off paperwork that was all submitted at once... Oh wait, that's almost definitely what it was.
    1
  13279. It doesn't. Millions of people have bought Teslas and know that it's quick and painless. Ask literally anyone who has bought a Tesla. It's all explained in the video. Did you watch it?
    1
  13280. Sandy Munro has reaffirmed that there's no frunk.
    1
  13281. Why is that?
    1
  13282. You bet!
    1
  13283. Glad you liked it!
    1
  13284. I don't even get invited to the huge product events. Cyber Rodeo had 20,000 tickets, and my coverage was from the street outside. So I guess the real question is why would you believe someone would have to pay me to read a report? You pay me, Paul, by watching the video. You pay me regardless of what I say or what conclusion I reach. There are channels that pander to the pure hype junkies, but if you watch more than a handful of videos, you'll see that's not how things work around here.
    1
  13285. Yes, but buildings like Giga Texas are never really finished.
    1
  13286. I don't think Ford ever gave it a fair chance.
    1
  13287. Thanks, will do!
    1
  13288. Because he's honest. The fact that YOU think he's talking too negatively, while the rest of the comments think he's talking too positively, just shows that he's sharing his honest assessment. And he will be invited back. This isn't his first trip to China, and he's been even more critical in the past. That's how companies know to get better.
    1
  13289. They need to build them.
    1
  13290. Didn't kick my butt as hard as I expected. Worth it I think.
    1
  13291. That will be a nice bit of security for buyers, and seems timed well to match the tech progress.
    1
  13292. DoooOOOOooomed!
    1
  13293. Will mention it to the editor.
    1
  13294. Sure! Just rest one food over a charging pad.
    1
  13295. Wow! Well definitely stop and say hello.
    1
  13296. Thanks!
    1
  13297. No. There are only enough 9k ton castings for the Cybertruck. These will be Model Y lines.
    1
  13298. There's no data to support that.
    1
  13299. My Model Y has stalks, but I've driven both the X and Highland without them. Takes about 30-minutes to get used to, and less than a day for roundabouts. It's definitely safe, but I do prefer stalks.
    1
  13300. Too heavy? Or is that tech has made heavier vehicles safer?
    1
  13301. Thank you! Cheers!
    1
  13302. Possibly so.
    1
  13303. You bet! Thank you too!
    1
  13304. China has long allowed foreign cars. Far more imported cars in China every year than Chinese cars in the US.
    1
  13305. I've bought vehicles based strictly on aesthetics, and apart from Lexus it's always come back to bite me in the ass. Thing is though, the design has really grown on me and it's almost to the point where I would buy for the look, rather than in spite of it.
    1
  13306. That would be cool.
    1
  13307. They secured shareholder approval to issue more shares, so they could raise additional funds that way, but the stock price is so low right now it would result in significant dilution. They may still be able to raise funds in the form of bonds or credit lines.
    1
  13308. Chip tech is still advancing quickly. I have no doubt you're right about the cost and weight getting under control in the not too distant future. It's just a bit of a tough sell today.
    1
  13309. Thank you! Cheers!
    1
  13310. The FSD code would never be turned over. Lawsuits against Google don't have that outcome.
    1
  13311. That would be a clever 2nd use for what would otherwise be scrap. If they would fit, they could be had for about the price of scrap metal.
    1
  13312. Silly.
    1
  13313. Interesting. I didn't notice that all the articles point back to the WaPo article, which hasn't been substantiated or confirmed. Thanks for the clarification.
    1
  13314. I keep reminding my wife that she's expected to join us for that adventure.
    1
  13315. Absolutely!
    1
  13316. Someone has to tackle the big issues!
    1
  13317. They're never $10k once you ship them and pay the distributors, but they are more reasonable. The $20k BYD in China sells for $18k in Brazil. Still a compelling option.
    1
  13318. I hear it's this fella with a triple digit IQ from the tea side of the coffee divide. Really making a name for yourself out there. Exciting times.
    1
  13319. I'm fairly positive.
    1
  13320. Boom!
    1
  13321. The idea that no one will buy them is pretty silly, but until deliveries begin, we have to keep addressing the issue. There were people who swore that once the Model 3 order backlog was cleared, there wouldn't be any new demand, or at least that it would drop down to whatever they considered a more reasonable level. Nope, Model 3 demand is stronger now than it was back then and shows little signs of letting up.
    1
  13322. We get this answer in part 2 coming tomorrow. Great minds out here thinking alike!
    1
  13323. This is true of the other telematics as well. When I used Progressive Snapshot, it would beep at you if you did something "wrong," which immediately trained me to roll through a light I would have otherwise stopped for. Hopefully it will (or already has) improved to take the color of the light into account.
    1
  13324. Lol
    1
  13325. My visit was announced no fewer than a dozen times on Twitter and YouTube (both channels). Sad we didn't get a chance to connect. Maybe on a future visit.
    1
  13326.  @timboatfield  I'm easier to reach than almost anyone on YouTube. I'm sorry we weren't able to connect.
    1
  13327. Same in the Pacific Northwest. Almost all forests here are managed by Weyerhaeuser or other logging companies, and they cut 'em, replant 'em, and come back when they're ready to repeat the cycle. It works. Sometimes people new to a given area complain that their view is "scarred" by a bald patch, but it quickly grows back.
    1
  13328. I've warned viewers about Arcimoto, Lucid, Nikola, and vinfast. I got all those right. But maybe this is the one I miss, right? Doesn't seem likely.
    1
  13329. Mianus, Connecticut, I believe.
    1
  13330. Buyers in China disagree.
    1
  13331. I only heard these claims on X and have never seen evidence to validate them.
    1
  13332. Glad you like it!
    1
  13333. Most kind of them!
    1
  13334. You know I always keep it real.
    1
  13335. Glad you like them!
    1
  13336. It's an excellent first effort. You know, if you wholly ignore all of VW's previous first efforts and pretend this one is the first of its kind. Still a welcome addition to the global fleet and I hope they sell like hotcakes.
    1
  13337. Who is this?
    1
  13338. Have you watched any of my other recent videos?
    1
  13339. Supply chain diversity is important.
    1
  13340. OpenAI isn't for sale.
    1
  13341. Only in some places, and not terribly quickly. We're stuck with ICE for quite a while.
    1
  13342. Total inflation was expected to be around 3-5% in total. It's been higher than that in single years. He's not really able to see the future.
    1
  13343. Thank you so much!
    1
  13344. Ah darn, you're right!
    1
  13345. 3 times 10 doesn't equal 70% degradation. The math is backwards.
    1
  13346. Glad you enjoy it!
    1
  13347. Short answer is the timelines are based on previous Giga Factory construction projects and their timelines. The longer answer is if you watch the previous videos in the series, I explain bits of the methodology each time. Hope this helps.
    1
  13348.  @garmangulbrandsen65  When you say "won't start production this year," how many units do you mean? Less than 10? Less than 100? Less than 100,000? I ask because I have absolute confidence they'll being SOME production this year. What's your cutoff for "won't"?
    1
  13349. Some people do care.
    1
  13350. Give us your actual odds.
    1
  13351. It doesn't automatically, even though it IS a good idea, and most EV buyers say they would never go back.
    1
  13352. It's an acquired taste. If you weren't raised with it, you're not gonna like it.
    1
  13353. How do you sell cars that aren't being sold?
    1
  13354. The thumbnail literally says NO. That's the opposite of clickbait and you know it.
    1
  13355. Actually true!
    1
  13356. Agree with you completely. It seems to be an aftermarket accessory for an unusually narrow use case. Corporate buyers would be unlikely to need or want it. I interpreted the question to be more about the method of construction and whether it would have a traditional ladder frame, which would allow secure mounting, or a giga casting, which wouldn't have the same degree of structural integrity.
    1
  13357. Their cash bleed is arterial. It doesn't matter if you can see it or not. You'll understand soon enough.
    1
  13358. Gotta offer what the market demands.
    1
  13359. You should watch more than no part of one video to understand how breathtakingly stupid that notion is.
    1
  13360. That's right, thank you!
    1
  13361. Lucid's market cap at $14.4b is still too high for a takeover. They have some great tech, but it isn't worth anywhere remotely close to that, and their production expertise likely holds a negative value. What Toyota needs to do is get over the idea of hybrids and hydrogen and get serious about BEVs.
    1
  13362. Any time
    1
  13363. Thanks for listening
    1
  13364. Definite possibility.
    1
  13365. My guess would be never, unfortunately.
    1
  13366. They could lose a billion a quarter and still be fine in five years.
    1
  13367. I have no idea what this means.
    1
  13368. What do you prefer about the Mach E?
    1
  13369. The delivery estimate for the Long Range Model Y (the vehicle we know they're building) is August. So the short-term answer would be all of those customers are who they'd sell them to. Over the longer term, shorter wait times will likely increase orders, since a lot of buyers can't wait 7-months for delivery. Then as the supply chain normalizes, and production efficiencies are recognized, the opportunity to reduce retail prices without sacrificing margin come into play. Lowering the price increases demand further. These are exciting times.
    1
  13370. You're not in the union. What a transparent liar you are. Why is Ford and GM sending absolute clowns like you here to pretend you are? If your whole objective is to make union members look like petty, greedy, self-righteous fools, why not spend that money on your workers instead? I've known too many union members to fall for your nonsense, and everyone here can see through it. Pretending these hardworking people would be insulted by a $40/hour with another TEN BUCKS AN HOUR in benefits alone? You're trying to make them look like real out of touch jerkwads, and I won't have it.
    1
  13371. Glad you liked it!
    1
  13372. Price dropped $3k this week, hopefully it helps.
    1
  13373. I know an awful lot of programmers who might disagree, though I can't say myself.
    1
  13374. Appreciate the context, thanks!
    1
  13375. Very ouch.
    1
  13376. The site really took a huge jump. You'll see it reflected it my weekly GigaTexas Progress Math video in a couple days, but yes.
    1
  13377. Is that the counter-offer?
    1
  13378. An interesting question. Don't know the answer, but they've been on the market a while.
    1
  13379. Agreed, that's the human condition, isn't it?
    1
  13380. Depends on the model. They have the "Pure" at less than $90k, but they don't like making or selling them because the losses are so massive.
    1
  13381. Wow man. Love it!
    1
  13382. If you're only looking a quarter or two into the future, they ARE a car company. You and I are looking to 2, 3, 5, 10, 20 years, and we see autonomy, grid and home storage, supplying parts to other companies, software, bots, and chip development, any one of of which could be a $100b to $1T company by itself.
    1
  13383. Bold!
    1
  13384. The previous video explained this better. When you see those areas first counted, they are weighted at 0% done. They only count as complete over a 17-week period, so the following week they're at 6% done. Last week I showed how earlier marked areas stack up to this timeline, and it appears to be holding steady. Hope this helps.
    1
  13385. The point is to give you the facts so that when the crazies split their nonsense, you can know which parts are lies.
    1
  13386. Team isn't really the right word.
    1
  13387. Exactly.
    1
  13388. It's a balancing act because I want to leave enough time to see it, but keep it moving quickly. But yes, as time goes on it will HAVE TO go faster. ;)
    1
  13389. Appreciate that!
    1
  13390. It may be capable of 75, but any amount of highway driving would result in windshield damage. Look at the Kia Soul or Scion xB. Flat glass can't deflect rocks the same way as angled ones.
    1
  13391. The US has the least aggressive EV targets of any developed country. This has allowed our manufacturers to take the lazy route, which will be their downfall internationally, where their dino burners will be unable to sell. In 2022, natural gas accounted for 54% of Virginia's total in-state electricity net generation, nuclear power supplied 31%, renewables—mostly biomass and solar energy—provided 11%, and coal fueled less than 4%. But even if it was 100% coal, it would still result in less emissions than putting a small, inefficient gas burner in every car on the road.
    1
  13392. Might want to skim through the comments before you take your next communion, brother Leon.
    1
  13393. The US economy would also collapse. Maybe we'd become Mexico's 32nd state?
    1
  13394. Didn't do crime.
    1
  13395. Will be interesting to see tomorrow. :)
    1
  13396. I can only speak for myself, but yes. Side-by-side driving allows you to share the experience, rather than just the ride.
    1
  13397. They aren't fools. Their misunderstanding is more professional than genuine.
    1
  13398. That was the estimate from March 15th. I still believe it will be closer to mid-November than early December based on the reasons in this video, but I'm not comfortable massaging the math midway through to fit my opinions. Expect the number to jump around, but a shift of less than 2-weeks isn't really significant based on the limited metrics being tracked.
    1
  13399. Me too, and thanks!
    1
  13400. My only concern is about their upcoming need to raise additional funds to carry them until they're moving enough units to self-sustain. Rates are high and the market is low enough that it would cause more dilution than they'd like. Hopefully they can hold off long enough for market conditions to improve.
    1
  13401. Yes! I made a video about this last month where we figured out a CyberTruck will take 100-500 pounds of nickel, between the batteries and the stainless steel. It's a pretty massive amount and a potential problem. https://www.youtube.com/watch?v=ukFb4JwKXSs
    1
  13402. Learned a new word today, thanks for that! I think once we see production I'll be at peace with whatever the slow tail of completion turns out to be. Once the last walls are in place we'll be able to track it out to the end.
    1
  13403. It's not "just" because they can, but because it is believed it will drastically improve build time and quality, while reducing costs.
    1
  13404. I don't know. I think I was out sick the day they taught us in school.😉
    1
  13405. Very frustrating.
    1
  13406.  @Jonn34768  That's really funny. All my investments are in TSLA, ARKK, QQQ, and FUV (in that order.) Pretty huge overlap there. I suspect you and I have consumed a lot of the same news and interviews.
    1
  13407.  @Jonn34768  Losing $100 on NKLA is a very cheap lesson. You did alright.
    1
  13408. I would love to pretend I don't believe that happened, but I absolutely believe that happened.
    1
  13409.  @DonzFedora  US deliveries haven't begun.
    1
  13410. Get new material.
    1
  13411. We're so far overdue for some serious upgrades.
    1
  13412. Officially with the compact, but we're already seeing smaller steps in that direction.
    1
  13413. I have a BUNCH of filters that weed out the scammers, though I'm sure plenty still get through. It results in a fair number of false-positives, but I can still approve them manually. It looks like the usual suspects have gotten wise to it and don't try as much as they used to.
    1
  13414. But you just said you've already seen the drives. There's not much to see.
    1
  13415. Ah right. It was very late when I was putting this together. Apologies.
    1
  13416. Why a sound when a concept will do?
    1
  13417. Used EVs are more reasonable than you might think.
    1
  13418. It's the term I've heard to describe Tesla's move into parts and beyond.
    1
  13419. You can look them up on Social Blade. There are many Tesla focused channels with 10-30x as many subscribers who are regularly showed to new viewers.
    1
  13420. Thanks!
    1
  13421. Cool cool cool. Doesn't mean they can stay afloat long enough to sell cars at a profit.
    1
  13422. I loaned my '76 F-150 to a guy, and when he brought it back he asked me to give him something like $30 because the water pump blew out, so he got one and replaced it for me. The upside was ease of repairability. The downside was the need to do so on a regular basis.
    1
  13423. I've thought about this, but I have a couple hesitations. The first is that I fear I'd spend too much time there when I should be working on videos, but the second is that I'm not convinced I have enough viewers for it to reach critical mass and actually provide much benefit. I'll keep this in mind as the channel grows, but my subscriber count is still awfully low. :/
    1
  13424. So glad!
    1
  13425. I appreciate you!
    1
  13426. Appreciate you.
    1
  13427. Sounds like corruption.
    1
  13428. You're welcome!
    1
  13429. That's not a bad theory.
    1
  13430. I've already made a video about this. It isn't time yet.
    1
  13431. 4/10
    1
  13432. It's probably stuck in the spam filter. Normally I can get through it, but between the harassment, abuse, and outright spam, your guys broke it.
    1
  13433. Other companies do business in India. Surely there's a mechanism for that or they wouldn't do it.
    1
  13434. While I got you on a civil thread, PLEASE be nice to the noobs. YouTube has axed a bunch of your comments for incivil phrasing. We're better than that. Thank you!
    1
  13435.  @timboatfield  It's not about the algo, it's about general civility. I don't let people attack you, and I don't want you attacking them.
    1
  13436.  @timboatfield  I'm asking you not to punish me for something YouTube does beyond my control or understanding. We're here to have fun. Pretty please be nice to people.
    1
  13437. Very much so.
    1
  13438. None yet.
    1
  13439. Yes
    1
  13440. GM sells the Bolt for more more than double, and still loses more than $11k.
    1
  13441. Would it need to be?
    1
  13442. That's really not how H1B visas work, especially for talent in this field.
    1
  13443. At least you were clever with your approach to it.
    1
  13444. Appreciate that, thank you so much!
    1
  13445.  @musaran2  All good tips. I'll work on it. Thanks!
    1
  13446. These guys are just looking to provide the phosphate. It's up to the battery makers to decide on the final chemistry.
    1
  13447. Why not both?
    1
  13448. May go lower this week. May snap back at any time. May go on another tear. It's a lot easier to predict the past than the future.
    1
  13449. He's a bull in a China shop and Doge is destroying decades of diplomacy in the absolutely stupidest way possible. We just handed our soft power to China and Russia on a silver platter. Truly the worst.
    1
  13450. I bet you're right.
    1
  13451. My Nissan Quest claims 27mpg on the highway, and I've never gotten above 23. That's off by 15%, and I am a very conservative driver. It literally never occurred to me to request a service appointment or even complain. The EPA ratings have never really connected with real world driving.
    1
  13452. I don't know enough about chemistry to explain why, but I'm reasonably confident custard isn't the most effective electrolytic medium.
    1
  13453. Noice.
    1
  13454. China makes hundreds of millions off taxes on Tesla. I don't imagine they're interested in stopping that.
    1
  13455. It's quite a ways off, I suspect.
    1
  13456. Did you miss the date of publication on this video?
    1
  13457. Glad to hear it!
    1
  13458. It's 20% VAT on public charging. Odd that the people who can least afford it are taxed the highest.
    1
  13459. He's a regular on the channel, so I hope you get a chance to come back and check it out.
    1
  13460. Very true.
    1
  13461. @Mr C I'm a left-winger now?
    1
  13462. You gotta bring receipts if you want to be taken seriously.
    1
  13463. By the way, thank you so much!
    1
  13464. Awesome, thank you!
    1
  13465. Some videos draw them in better than others, but the switch to daily (plus daily shorts) on top of more collaborations is starting to do the trick.
    1
  13466. We also have to pay tax on the $500, just like we did for items we redeemed in the shop with points.
    1
  13467. As long as you have the "Advanced" updates toggled on, you're doing all you can.
    1
  13468. Thank you! Cheers!
    1
  13469. Thank you so much!
    1
  13470. That would be hilarious.
    1
  13471. AAA can juice you up in a lot of locations, but it doesn't get to that point since the car is smart enough to help you see it coming.
    1
  13472. Full speed or in totality.
    1
  13473. Wow. Well said.
    1
  13474. I've only had the luxury of parking under them in places where it's so sunny that the shade is truly amazing.
    1
  13475. Probably take out a dam or two downstream as well.
    1
  13476. Glad you enjoyed it!
    1
  13477. That's correct, you got it.
    1
  13478. Every Bot video gets questions about UBI. Now there's a reference to point them to.
    1
  13479. After 150k you'll need to start considering entirely different math. The abuse endured by public vehicles is generally sufficient to take them off the road by then. You'll see some up of 150k, even 200k, but that's a typical usable lifespan. If you want more years with less miles per year, the math is even worse.
    1
  13480. 3x is a bit much. Hopefully the price can normalize as production increases.
    1
  13481. Even at only a million cars a year, that's $2b over ten years. Wow!
    1
  13482. Eats into the savings for sure.
    1
  13483. Part 2 will be out in a few hours. It's rendering now. :)
    1
  13484. Cheapest to build, but the power they sell is the most expensive on the grid. The consumer cares how much the power costs on their statement, and peaker plants contribute to higher bills.
    1
  13485.  @kaya051285  Peaker plants sell energy at about 4x that of wind and solar. https://en.wikipedia.org/wiki/Cost_of_electricity_by_source
    1
  13486. It's very unusual for a country to refuse to honor their agreements. All the more reason to work with countries that understand how trade works.
    1
  13487. I appreciate that. I've worked for years to sharpen my skills on these subjects. I take rare opportunities to meet with experts very seriously, and I always invest a lot of time preparing. I'm glad it shows in the finished product.
    1
  13488. I appreciate that!
    1
  13489. @ianackery6106 This was addressed by a speaker at one of the events I attended. There's definitely some greed and tax issues, but he said the bigger part of it is because they don't sell the base models in Europe. What you get is essentially the most up-optioned version available since they don't yet have the ramp to sell them by the millions.
    1
  13490. There were quite a few panels about non-car topics like home energy, battery, and micro-mobility.
    1
  13491. I'm entirely convinced that's their short term goal.
    1
  13492. It's fun, insightful, and wonderful. TV producers don't seem to value those things. Would love to watch more of this.
    1
  13493. I appreciate that!
    1
  13494. No one does it better. There's a good path in emulating the gold standard.
    1
  13495. Not in a flood plane. It's about 50-feet above the river's level at its lowest point. Once drainage is in place, there is no risk from water.
    1
  13496.  @cochinaable  That's not how flood planes work. The entire city would have to flood first. The banks of the river are only about 15-feet tall. They would have to rise above that, then an additional 35-feet while spreading out across the entire city.
    1
  13497. Absolutely correct.
    1
  13498. Appreciate that! Glad you're along for the ride.
    1
  13499. It's not a software update. There is a missing piece of hardware. Sandy Munro told me it costs about $100.
    1
  13500. The rear cabin wall has a bend that would make a retracting window impossible.
    1
  13501. They tell the story already. The bulk of my viewers don't watch them.
    1
  13502. I know this is a popular sentiment, but the biggest winner of the race for buyer incentives is Tesla by a long shot, and this is likely to increase as battery and mineral sourcing requirements get more stringent.
    1
  13503. If you can't see the connection, maybe sit this one out.
    1
  13504. There has to be a better way, I'm sure, but nobody has put anything in practice yet.
    1
  13505. The majority of BESS installations don't use Tesla, but LG, CATL, BYD, and too many others to mention. If it's Elon hate, it's dumber than we imagined.
    1
  13506. We'll know more by the end of the year.
    1
  13507. GreenTheOnly dug into the code and found it absolutely knows where you're looking, and measures each variable with a confidence percentage assigned. Driver eye analysis is robust.
    1
  13508. Thorium prototypes date back to the 60's. They just can't seem to get out of the lab in any country.
    1
  13509. Oddly cynical take. I wonder if people who posts nonsense like this actually believe it, or what their true motivation might be.
    1
  13510. Oh right, that makes sense.
    1
  13511. They really weren't selling all that many when this video was made. We believe it's coming since Cybertruck already offers V2L.
    1
  13512. And yet you brought up Hyundai. Very odd indeed.
    1
  13513. Did you watch the video? There are errors in my math, but that isn't it.
    1
  13514. A little something for everyone.
    1
  13515. The use cases are substantially different.
    1
  13516. You can go to the page I linked and see the totals. They are deorbited upon failure, and failures most often occur right away.
    1
  13517.  @channguyen3349  All that is factored in. https://youtu.be/OWtnyB3nl3I
    1
  13518.  @channguyen3349  you're bad at this and should probably stop. I'm removing your follow up comment with all three misinformation in it. Lies like those do not help.
    1
  13519. But you don't have a reason. Gut instinct will not work if you've never been through the process yourself.
    1
  13520. It's the same microphone, I just don't have a stand.
    1
  13521. Without a doubt.
    1
  13522. Thank you so much!
    1
  13523. Viewers suggest videos and I do my best to fulfil those requests. While this may not be the most popular video of the week, it's a topic big enough to get front page attention in some very big publications. It deserves context.
    1
  13524. Awesome, thanks for the engagement. YouTube measures that to show it to more people.
    1
  13525. If the data presented wasn't real, the skeptics would have called BS. This has been posted across every major platform for days, and the only argument they've presented is "well, that's ONE way to look at it, I guess." If you can find flaws in the underlying data, please share them.
    1
  13526. I wasn't suggesting it wasn't known, but that I didn't know it, and others were asking. It's a fun exercise.
    1
  13527. Fingers crossed!
    1
  13528. I can't wrap my head around it. Hydrogen doesn't need new engineering to work, it would need new PHYSICS.
    1
  13529. We're past that. It's no longer the fringes who are upset. That's why I provided so many examples and citations.
    1
  13530. The step up is truly massive and I don't think that's their aspiration.
    1
  13531. @jonevansauthor He's in the process of moving. Within the next 2 weeks we'll be getting it dialed in.
    1
  13532. Say hello!
    1
  13533. Why not AI7? It's going to be even better.
    1
  13534. It was, but that's just... Hard to believe.
    1
  13535. They're not required to say anything to you. They have no PR department. They don't even take questions from people like me. They submitted all the necessary paperwork, which was reviewed, validated, and approved, and now they only need to cooperate with the investigation to the extent requested. This will likely be investigated without reaching out to Tesla. They'll pull up VINs, review the paperwork, confirm the identity of those involved and relevant dates, and that will be that.
    1
  13536. Maybe.
    1
  13537. I hadn't noticed it until someone pointed it out from the close look in this video. Pretty comical oversight.
    1
  13538. The concrete needs a good 3-4 weeks to cure, so likely not sooner than that.
    1
  13539. I'm not involved in the planning of the event. I'm just going as a fan, a speaker, and to get that sweet, sweet content you guys expect. Looking forward to meeting you there!
    1
  13540. Elon is so bad that even gas car sales are down... Wait, that doesn't sound right.
    1
  13541. That's already what those jobs are. At least this way you get a consistent product.
    1
  13542. Then there ya go.
    1
  13543. I hope so. Apart from range anxiety, it would be the beast that terrain might appreciate.
    1
  13544. I was avoiding more than seeking it.
    1
  13545. It has a lot of shortcomings due to its lack of human traits that could easily be overcome with extra cameras. If it's using the same chipset as FSD, it would make sense to use those inputs. I would be more productive as a worker in a variety of industrial settings if I had eyes in the back of my head, on my hands, or watching my step.
    1
  13546. Surely not me.
    1
  13547. I'd seen something about Elon making an announcement on Thursday, but haven't been able to find it again. It could be I saw someone repost an older announcement and misunderstood.
    1
  13548. They are!
    1
  13549. Nope, it's an NMC battery manufactured in Nevada. The only cars Tesla has sold in the US with LFP batteries were the rear wheel drive version of the Model 3.
    1
  13550. What a narrow view of the world you take.
    1
  13551. Not sure who you're mixing me up with, but that's a belief I've never had.
    1
  13552. You've zoomed in too far. You will only find bad data when you don't look at the complete picture.
    1
  13553. EIA shows only a handful of states where industrial power gets below 7-cents, with the NE significantly higher. The claims made about the semi were all in 2017, so they should be taken with a grain of salt. That was the same event where we were told we'd get a Roadster in 2020.
    1
  13554. Appreciate you, Eric.
    1
  13555. Exactly. The number crunchers concluded the repair costs are comparable.
    1
  13556. All I can do is shake my head.
    1
  13557. Glad you like it. I wasn't super excited about it. I'm not particularly good with thumbnails.
    1
  13558. Ah, but is your son's friend an intern at Morgan Stanley? The selection bias in this poll is doing all the heavy lifting.
    1
  13559. That's because of rear steer.
    1
  13560. I had those with me, but when I put them on nobody knew who I was. :(
    1
  13561. @ordinaryhuman5645 I think you've completely missed the point of the comment you're replying to.
    1
  13562. Two weeks.
    1
  13563. Wow, thanks!
    1
  13564. Eff Lying Penguin, yes!
    1
  13565. So cool!
    1
  13566. Which one, the 2020 Roadster? When did he say that?
    1
  13567. They already get a ton of coverage. Trying to fill the gaps.
    1
  13568. If you mean birdseye, I agree.
    1
  13569. It's already cheaper than the average car. That's all you can ask for. If all cars are too expensive, you're saying it's better to ask the entire universe to be easier.
    1
  13570. Sounds right from what we know now. Thanks!
    1
  13571. Yes sir, all of those are words, and many of them I understood. :/
    1
  13572. Unfortunate.
    1
  13573. Wow. Well done!
    1
  13574. It's $300 each way to the airport 50 miles away. That's more than my flight. There's a reason taxis haven't supplanted car ownership in cities where parking costs less than your mortgage.
    1
  13575. Much of it has been placed inside the buildings, for some reason. The NW corner has a bunch of heat exchangers, and there's another bunch of them right near the middle of the building. It's the first time we've seen Tesla do this.
    1
  13576. They've built a bunch. Don't think anyone is denying that.
    1
  13577. You're training AI wrong as a joke.
    1
  13578. @cerealspiller that just about makes me sick. Now try the math again without the high pressure sales bullshit. Yeah, hard pass.
    1
  13579. Not sure that sort of scaling is coming.
    1
  13580. So it's accurate is what I hear you saying. 😉
    1
  13581. Do you have change for a C Battery?
    1
  13582. Yay! Thank you!
    1
  13583. More of a Glamper truck. It's very cool and I think it will do very well, but not at $100k. That market will be saturated very quickly.
    1
  13584. That's quite a drive!
    1
  13585. Lots of Americans don't have cars. Who told you ANY of this?
    1
  13586. That appears incorrect.
    1
  13587. The semi is shipping initially with 2170 cells. They will switch to 4680 when the new line in Nevada is running, likely mid-late 2023. Most of the cars built at Giga Texas so far have been made using 4680 packs. There have been some 2170 models, but mostly 4680. I don't know who is buying them, but Sandy purchased his from an end consumer in Florida who was not an employee.
    1
  13588. Appears so, yes. Congrats?
    1
  13589. If you mean FSD, the answer is much easier. I can't afford to pay once.
    1
  13590. They already do, but the benefits hoped have so far failed to materialize.
    1
  13591. Love this comment. The reality at the end was a masterpiece.
    1
  13592. There will be on in Michigan on June 15th. That's the only other big one I know of.
    1
  13593. Yes. And people have hobbies. Typically when your principles or hobbies cause financial harm to your company, a conversation has to happen. Sometimes it's a series of conversations. Sometimes it results in that person departing the company, even if you're the Papa in Papa Johns.
    1
  13594. @Kevin Reiling - Will be starting on that this week, though with a mention and visual representation, and not likely a percentage or deadline. @Bruce Dubbs may be surprised to know it's likely to launch at 20% done, since the site prep is likely complete, and that counts for 1/5 of the total work.
    1
  13595. The bonus is limited to ten per year, so likely not much.
    1
  13596. Thanks Carlos! Means a lot coming from you.
    1
  13597. None of your cars have gotten better after you bought them.
    1
  13598. You're in the wrong place.
    1
  13599. Another donkey who doesn't understand cash burn. Things have gone from bad to catastrophic since this video. How you can afford it.
    1
  13600. Batty take right there. Collecting data is not the only requirement to solve self driving. That's why no one has it yet, outside of a handful of small, geo-fenced areas.
    1
  13601. The bots don't weigh two tons, or move at 80mph. The risks are completely different.
    1
  13602. Absolutely, but Peter makes it sound like rich milk chocolate. Some people can't see through it, and it's going to cost them everything. It's very unfortunate.
    1
  13603. You're right, you can't always see what you don't use.
    1
  13604. It wasn't running when I was on the tour.
    1
  13605. I'd like to know that too... tweet at him?
    1
  13606. Wow.
    1
  13607. Yeah, that was not a serious effort at making a car for sure.
    1
  13608. Already true of other vehicles. Why would this need to be different?
    1
  13609. So close!
    1
  13610. We're UK media?
    1
  13611. You okay, Michael?
    1
  13612. Thank you! Will do!
    1
  13613. The numbers don't lie.
    1
  13614. Is oil still being pumped when it's off?
    1
  13615. Agree on all counts. It does still leave open the question of buyer expectations from 2016.
    1
  13616. Seems to be the case.
    1
  13617. Did you not watch the presentation? You misunderstand entirely the purpose of the Robovan, while also somehow missing that it isn't anything more than a small sliver of the Dream Board.
    1
  13618. You didn't know I'm data driven? You shouldn't have to be political to support electrification. It's better for national security, air quality, fine particulate pollution, and even on a cost per mile basis. They're better across the board, but somewhere along the line dino juice became political, and here we are.
    1
  13619. Uh oh, looks like you might have fallen for a Facebook meme. Google "Cybertruck insurance cancelled" and let me know what you find.
    1
  13620. You are correct. We got confirmation of that on the earnings call. 1-2% compared to what we think is closer to 20% in the US.
    1
  13621. I've watched it. It's mostly wrong. I had to spend months fielding comments from his viewers about it. Japan was the global leader in lithium ion batteries for a long time, they just chose not to go that direction. It could have been them, but it wasn't, and there's no China dependency on batteries OR minerals when using LFP.
    1
  13622. If that's the point they were trying to make, the original stories relied on lies to do it. They don't get to tell lies and then pretend it was a different story. They knew what they were doing. They forfeit their credibility for clicks.
    1
  13623. True of most bone stock cars though, isn't it?
    1
  13624. The only thing we've heard is "later this year". So it could be June or it could be 2027.
    1
  13625. Micro cars struggle with safety. Smart Car is small, but it isn't cheap. Certainly not for what you get.
    1
  13626. I don't think he ordered it. I think it was offered to him for free as a PR stunt.
    1
  13627. Glad you liked it!
    1
  13628. From their original million square foot goal? Yeah, that's about right. 8% of just sticks and roofs with nothing inside. That's about 1% of a million finished square feet.
    1
  13629. They're planning to have me on to discuss it at some point. They're all still under warranty, so Pete likely hasn't had the opportunity to go beyond skin deep.
    1
  13630. Seems unavoidable.
    1
  13631. You bet!
    1
  13632. Buffalo, Fremont, Austin, Berlin, and Kato Road all have PV solar, and Shanghai has evacuated tube solar. More is coming.
    1
  13633. Fingers crossed!
    1
  13634. Boom!
    1
  13635. Fair point.
    1
  13636. Love that idea!
    1
  13637. If it requires remote supervision, it's still the same problem. Of course there would be network fees to participate in Tesla's app, but it would require the same attention if I'm sending it to pick the kids up from somewhere, or if they owner is unable to safely operate a vehicle. The presence of a premium network doesn't negate the off-network complications.
    1
  13638. The list of things you and I can't do is just as long. That doesn't make us useless.
    1
  13639. Real bull in a China shop vibes.
    1
  13640. The other day Randy Kirk was pushing his viewers to check me out, and I had to explain that I THINK they know who I am at this point.
    1
  13641. We all live in the same world, sadly.
    1
  13642. Thanks, will do! Appreciate the encouragement!
    1
  13643. No one is scared of Nio. Certainly not Tesla. If I'm such a fanboy, why an I always saying good things about Tesla's competitors? BYD, Fisker, XPeng, Porsche, Rivian, and a whole lot more. There are winners in every market. Nio barely makes the top 20 IN CHINA, but you think they're headed to number one? Reconsider everything. You clearly know nothing about me, my track record, or the company you're desperate to defend.
    1
  13644. I have a hunch you might have a matching one. ;)
    1
  13645. The shift will be gradual, but even if it wasn't, nations have assets of unimaginable value.
    1
  13646. He's great. Very knowledgeable and informative. It's unfortunate the views aren't as high as they should be.
    1
  13647. How remote are we talking? Because they'd still need roads capable of getting it there, and they are very heavy.
    1
  13648. Seems like it would be right up their alley.
    1
  13649. Slander and libel are very difficult cases to win. It's not enough that something be false. You also have to prove the publisher knew it was false and that it harmed the subject of the story. If someone reasonably credible says something to a reporter, they can publish it without legal risk. Bitter former employees routinely tell the media things that are untrue about the companies where they worked. Those companies don't attack the messenger because it wouldn't work. As long as they make clear that "According to so-and-so" they're in the clear.
    1
  13650. Losing out on that market, or that factory (plus the rumored 2nd China factory) would have a substantial impact. Tesla would still grow, and remain profitable, but the stock price would certainly take a hammering in the short term.
    1
  13651. Everywhere has them, in varying degrees. The one in the southwest is for retired aircraft which have parts that are still valuable. These cars appear more to be in legal limbo to me.
    1
  13652. There both big
    1
  13653. Is that higher than other vehicles in that price range?
    1
  13654. Appreciate it!
    1
  13655. That's not what clickbait is. If you're not familiar with my channel, I've been publishing quarterly estimates for years. I've only missed by more than about 2% once, and I'm generally within 1%, and have even been within 91 cars. My track record is not in question. I can still be wrong (all projections are wrong, the question is to what degree,) but I always show my math and explain how I arrive at the numbers. It sounds like you think I'm doubting it will be a record year, or that Q4 won't be a blowout. To be clear, this will absolutely be a record year, and all indications today are that they are loading the spring for a massive Q4.
    1
  13656. I've been making videos for years, but this appears to be the first one you've seen. You didn't click on hundreds and hundreds of other videos, so what's different about this one that made you click? I avoid clickbait to a degree that harms channel growth. This title is 100% accurate and truthful. It's beyond peculiar that you would call this clickbait, but suggest Dillon's and Rob's thumbnails aren't. It offends me.
    1
  13657. Oh wow, thanks! Good to see you in the comments.
    1
  13658. That doesn't add up to me.
    1
  13659. Exactly. They've been saying it's "three years away!" for 11 years already (so 14 years?) and all the while they're still pushing hydrogen. If this battery exists in a way that will have it on the market in 3 years, they wouldn't be pushing hydrogen. It's pure fiction.
    1
  13660. Cheaper to buy a horse than to put all those machined parts into a carriage to make it drive on its own. But also, no it isn't.
    1
  13661. You can see it closer on my Patreon, though the full tracker isn't available as a spreadsheet due to the sheer hours it's taken to create it. If you're interested in purchasing or licensing it, get in touch via the ABOUT page, or just stay tuned for more updates.
    1
  13662. Heck yeah!
    1
  13663. A great question. I don't think so, but maybe it should be.
    1
  13664. Glad it was helpful!
    1
  13665.  @michaelmourek3879  It's not though. It's falling like a rock. No reasonable investor shares your imagined concern. Cancel your make believe Cybertruck order. This company isn't for you. Or invest now and see where the ride takes you.
    1
  13666.  @michaelmourek3879  Twitter already has Spaces, which addresses half of your concern. Twitter is ready for a remedy. It can be fixed. Whether those improvements make it worth the price offered is another matter, but his co-investors seem to think so. That's what matters.
    1
  13667.  @michaelmourek3879  Only if you think they're not going to grow. The roadmap to continued 50% YoY growth is already charted.
    1
  13668. It's a very unusual statement.
    1
  13669. You got that right! Looks like I'll be in Vancouver speaking at Fully Charged in September.
    1
  13670. You've missed the point entirely. These are normal. The point isn't that they aren't normal, but that when the anti-Tesla crowd sees cars parked anywhere, even at delivery centers or outbound lots at a port, they claim it's the end of the world. It isn't. Not in either case. This was meant as a counter to those silly narratives, and I'm sorry it didn't come across more clearly.
    1
  13671.  @timmy-dubs  Appreciate that Tim!
    1
  13672. Thanks, Gary.
    1
  13673. I appreciate that. YouTube's algos did NOT care for this one. So few views compared to my other recent stuff. :/
    1
  13674. No company pays me to say anything. Tesla doesn't even invite me to their events. Wake up.
    1
  13675. Nostalgia, I imagine.
    1
  13676. Yay, thank you!
    1
  13677. It got a bit wild. That's what happens when you don't have a whole crew. Well, sometimes even when you do, but you get the idea.
    1
  13678.  @slowercuber7767  You know what this means, right? You're gonna be in the ANSWERS video.
    1
  13679. Times are always changing.
    1
  13680. Words of wisdom.
    1
  13681. Don't know. Nobody really asks about that.
    1
  13682. Appreciate that, thank you for the support.
    1
  13683. Glad you enjoy it!
    1
  13684. Charging what? I'm unaware of anything like that.
    1
  13685. My pleasure 😊
    1
  13686. Can't find the number for his investment into Tesla, but it's widely reported that he put $100m into SpaceX alone. Considering how cash poor he was during the early days of these two companies, the numbers seem accurate. Let me know if any of you guys find more concrete numbers.
    1
  13687. If you mean if the entire site is down, then yes. It always shows you how many spots are available, and if it's offline, it will show there are none.
    1
  13688. Could be, but the supplier will still know the totals, and they publish the numbers every three months.
    1
  13689. You bet!
    1
  13690. Glad you enjoyed it!
    1
  13691. We had a good run, didn't we? Oh well. ;)
    1
  13692. Hope so!
    1
  13693. Feels like it.
    1
  13694. That sounds like a Stephen King movie... three of them, now that I think about it.
    1
  13695. Thanks 👍
    1
  13696. The graphs, charts, and spreadsheet you see in this video are all elements of the tracker. It's the whole thing that powers the math behind this series of videos. :)
    1
  13697. Oh a very weird take.
    1
  13698. I wouldn't call Peter sad, but he's definitely losing sleep.
    1
  13699. Awesome, thank you!
    1
  13700. Not to me. It reeks, for sure, but not of money laundering. The fact that they only made 1% of the float available for trading explains the insane valuation. Less than $1-2b in capital was raised. Until we see a significant amount of shares available, we won't even know the true speculative value, to say nothing of the fundamental one.
    1
  13701. None. None at all.
    1
  13702. There does not appear to be.
    1
  13703. Glad you enjoyed it!
    1
  13704. Australia sounds like a Final Destination.
    1
  13705. No, it is. That was the NV91 and it was canceled last April. The suppliers providing parts for it have confirmed both to me privately, and publicly, that it's no longer in development.
    1
  13706. I'm guessing you didn't watch the second half of the video where the new front casting is explained.
    1
  13707. I'm guessing it's for anticipated growth in unit volume.
    1
  13708. If your logic was applied, Shanghai would have been expected to enter production months, or even a year late. My math is based on previous factories. Upon what is your indignant rage based?
    1
  13709. You can buy a Tesla in Texas, you just have to do it on the website. This works when you have a compelling car, but if your entire survival hinges on high pressure sales tactics, it falls apart. We'll see if Ford can sell without the high pressure.
    1
  13710. Wow man, thank you! That is a really genuine compliment, and I appreciate it. I just finished a pretty involved video about how far along Giga Texas actually is, and the answer is 28% as of yesterday. It's going to be uploaded in about an hour or two, hope you get to check it out, would love to hear your thoughts.
    1
  13711. Camry is priced closer to a Tesla. Yaris and Corolla are not particularly popular in rich countries.
    1
  13712. There are a lot of interesting brands worthy of coverage, and I HAVE covered them, but bad news is always met with deep skepticism due to the name. Six of the top seven videos in 2023 weren't about Tesla cars. They were about bots, factories, and other manufacturers. People want to see that coverage.
    1
  13713. It's not the kind of track where you get to run it all day, so I bet they wanted to just have a safe, solid, good number without pushing it to the limit.
    1
  13714. And hollow like the punchlines of my jokes. It's perfect!
    1
  13715. You realize I'm competing for your views against literally millions of other content producers. It's unfortunate, but humans prefer flashy titles.
    1
  13716. I live by the data. This behavior provides me the capacity to see through the nonsense in ways that appear magical to some. The "trust your gut" crowd doesn't get me, and that's okay. I can only show you the path. I can't make you choose to walk it.
    1
  13717. It was phishing that got him.
    1
  13718. Fair.
    1
  13719. Show me a car without a battery and I'll show you a horse drawn carriage. Quit it with the lies, Toyota Guy, it's unconvincing nonsense. Though I may whip up a debunk of Scotty's dipshittery, because it's grade-A fertilizer.
    1
  13720. YouTube LOVES to unsubscribe people randomly. It's very frustrating.
    1
  13721. My son is a good egg.
    1
  13722. See you on the response video, my friend!
    1
  13723. What happens if they run out of whichever battery you're supposed to get? The shape is the same between them, only the capacity is different. Do you want to wait and hope someone brings one back that's the right size, or take one that's not the right size? It's a logistical mess.
    1
  13724. Much appreciated!
    1
  13725. Oof.
    1
  13726. They had a brief window to get it to market and get their costs down, but they packed the urgency.
    1
  13727. Aloha.
    1
  13728. You're leaning too heavily on the ICE division, which they are working to get away from. They know the days are numbered for high margin gas powered vehicle sales. You need to look at their EV division which is losing billions, and expected to lose increasingly more in coming years. They HOPE to not lose money on every EV sold by 2026, but that's still aspirational.
    1
  13729. We don't yet know, but fewer. The eHummer haulers I've seen weren't even double-decker.
    1
  13730. Tesvolt, Intilion, and too many more to name already sell stationary solutions without building their own cells. Most people haven't heard of at least 95% of these companies.
    1
  13731. Grown ups size for their mistakes.
    1
  13732. A uniquely balanced comment.
    1
  13733. Particles in the air. Similar to when you see rust on concrete that doesn't have rebar.
    1
  13734. I'm not convinced that's the reason.
    1
  13735. Dom gets the brilliance of a proper sack hoofing. That's all that matters to me in this moment. I'm about to go to sleep, but I needed this. Small as it is, it means a lot to me good sir.
    1
  13736. Not sure of compliment or if I should take your username as a hint.
    1
  13737. You are not the majority, sadly. Those videos do very well. I also despise hype speculation videos like that. It's frus6that they're so popular.
    1
  13738. Hope so.
    1
  13739. Boom! What's the difference between a BMW and a porcupine?
    1
  13740. Maybe. It takes maybe an hour to get used to. A lot of things that don't test well wind up being the better option. Pepsi overwhelmingly won the Pepsi challenge, and not just because it was rigged (which it was,) but because your taste choice for a half ounce of something is different than what you'd want for a whole serving. The sweeter drink would always win. I've seen a lot of car reviews that start off great, but by hour three or day three, they hate it.
    1
  13741. Team Brian represent!
    1
  13742. I don't know how to dumb it down any further.
    1
  13743. Can't find values on a 2018/2019 Nio, so maybe you can help me out with that. Looking at 2020 Tesla Model Ys, if the title is clean and mileage is under 60k, it looks like they're in the $35-40k range, which is barely cheaper than a brand new one. Looks like the only resale loss is because cars cost more during the pandemic, which was true of all brands.
    1
  13744. Africa, I imagine.
    1
  13745. Glad you like them!
    1
  13746. Not a bad idea. I already have graphics for that done up from another video: https://www.youtube.com/watch?v=GkSPhu92yKQ
    1
  13747. Thank you so much!
    1
  13748. Buyers don't like the ones the Big 3 were selling. That's the extent it.
    1
  13749. Inclined to agree.
    1
  13750. Really? I figured you were more likely to get one of the more tech-forward Chinese brands.
    1
  13751. Big thanks!
    1
  13752. Well said!
    1
  13753. There are import tariffs on autos built outside of North America, but they are not prohibitively expensive. Chinese built cars would pay the same rate as cars made in Japan, Korea, Europe, or anywhere. The real killer is the "chicken tax" levied on trucks. Those are so high that the only foreign branded trucks we see are like the Toyota Tacoma, which is built in Texas specifically to avoid this tax.
    1
  13754. I appreciate that.
    1
  13755. You bet!
    1
  13756. How DARE you make me smarter!
    1
  13757. You bet!
    1
  13758. Thank you so much!
    1
  13759. Totally fair.
    1
  13760. That's one way to look at it.
    1
  13761. No one outside the company has v12 yet.
    1
  13762. Why would it be?
    1
  13763. Glad it was helpful! And totally agree. Having watched them all myself, these were the burning questions I still couldn't find answers to. I love the fluff interviews too, but my subscribers don't really get into that as much. I figure if I've got someone with serious insight, it's best to get straight to business. :)
    1
  13764. I'm glad you're enjoying the channel. I appreciate the feedback!
    1
  13765. Get your eyes checked.
    1
  13766. Hilarious.
    1
  13767. Absolutely.
    1
  13768. You too, Grant!
    1
  13769. Silly goose. I'm an analyst. I focus on that which can be measured. Honda's bot was a fancy toy with no way to operate off script. Every new task means a new script. It's not scalable. Just look at how they used crash test simulations designed for cars to shave years off development, pounds off the design, and massive manufacturing costs. Or look at how the motors were run through countless simulations to predict which would be the cheapest and simplest to get the job done. Everyone else relied on guesswork. The DoJo difference will allow them to perform novel tasks in countless environments. They don't require QR codes like Boston Hyundynamics. You should watch the presentation. It's long, but it had to be. The answers to your questions are all in there.
    1
  13770. Many places with Time Of Use pricing have rates in the 2-4 cent range during the overnight, off-peak. Convenient, since that's when most cars are parked. Look up your utility to see if they offer it.
    1
  13771. If one part of your comments is true, the other is irrelevant. Stay focused if you want your irrational rage to seem plausible
    1
  13772. No that sounds right.
    1
  13773. You'll probably be fine since you'd get stuck trying to get out of the driveway.
    1
  13774. You bet!
    1
  13775. Please stop eating the cars. :(
    1
  13776. Have you purchased a Tesla in the past 8 months?
    1
  13777. Neat! That makes sense. He loves finding bits of automotive history.
    1
  13778. Friday video goes through this by factory and market.
    1
  13779. What do you mean?
    1
  13780. Utter hysteria. They've been building cars in China since 2019, and selling them there even longer. Sales remain strong despite fierce competition.
    1
  13781. I hope so too!
    1
  13782. It's as new as any I'm likely to get.
    1
  13783. As the price falls, it will pencil out for increasingly more use cases. It's not ideal for every buyer today, so they're starting at the top of the market, like they always do, and working down from there.
    1
  13784. I have no choice but to accept.
    1
  13785. Would be delighted. Let me know if you have his number.
    1
  13786. I try.
    1
  13787. Nope. There was never sail storage on anything but the render.
    1
  13788. Makes sense.
    1
  13789. Had good results yesterday and earlier today. Maybe it's just a narrower topic?
    1
  13790. My momma said that about me too, but I turned out okay. :/
    1
  13791. Wrong venue.
    1
  13792. I saw that as well, but I don't know what the heck they could be doing, since we haven't seen any evidence of the smelter running, and there aren't even heat exchangers for the casting machine installed yet. Would love to see a documentary about the construction at some point. I know a lot of us would watch it with keen interest.
    1
  13793. Just depends who you're talking to.
    1
  13794. Tesla has no connection to me. They don't even let me attend product events. I'm not telling you the outcome of the investigation. I'm telling you the clowns suggesting it's fraud because they're too dumb to understand grade school math are not experts and shouldn't be listened to.
    1
  13795. Thank you so much!
    1
  13796. That's what we're seeing! Now that EV prices have dropped, they're selling like crazy. Well, for the brands that have actually been able to do it.
    1
  13797. Absolutely critical to keep your head on a swivel.
    1
  13798. Yes.
    1
  13799. They do not.
    1
  13800. See you there! Do come say hello!
    1
  13801. You're paid by Elon to say that. Crazy, right? Absolute nonsense? It makes more sense than your theory. There's no shortage of crazy and people willing to get rich off the crazies on YouTube. That ain't me. Reject those people. They're bad for you.
    1
  13802. Did you see me there? Sorry to hear about it. Didn't realize Highway 2 is so under developed.
    1
  13803. Normally I would disagree with a claim like this, but when OilPrice is listed as the editor of the story, it gets impossible to question.
    1
  13804. Impossible to say.
    1
  13805. Thank you so much!
    1
  13806. Thank you so much!
    1
  13807. Good thing the only danger of that was imaginary. Unfortunately, these actions are making our currency less certain.
    1
  13808. Still far less than 1% I imagine.
    1
  13809. You're not very good at this. Get better material or go comment somewhere people are sufficiently poorly informed that they'll believe it. We avoid the weak tea here.
    1
  13810. They certainly can, but unlike Fisker, Magna is not required to. I wouldn't want to be in that position as an owner.
    1
  13811. I try. I don't always get access, but I do my best either way.
    1
  13812. Had a fine time, thanks! Same to you, Larry.
    1
  13813. Thank you! Cheers!
    1
  13814. The editor tests thumbnails to see what works. If people would watch the videos with boring, straightforward titles and thumbnails, we wouldn't be in this mess. Sadly, human nature being what it is, requires it if we hope to stay in business.
    1
  13815. People already do though. I don't see an 85% price cut coming, though that would be nice.
    1
  13816. Olive Garden switched from cloth to paper napkins because they were two pennies cheaper. Every business that intended to survive does this.
    1
  13817. Thanks 👍
    1
  13818. Imagine thinking war is a good thing.
    1
  13819. Look at the lady package. Those goals were insane. They only look reasonable because they happened.
    1
  13820. No no, the open house in Berlin. Sorry for the confusion.
    1
  13821. I've interviewed quite a few who get it. Maybe you and I know difference truckers.
    1
  13822. A $25,000 car with $16,000 in gas savings is a $9,000 car. According to you, this will succeed.
    1
  13823.  @abi.hockeycop  Absolutely, but even using the actual gas and electricity rates from India, it's still going to be a lot cheaper to power it with electrons than hydrocarbons. India's ready for cleaner air.
    1
  13824. Absolutely! I'm trying to establish contacts in advance of traveling to Shanghai for the Auto Show in April.
    1
  13825. The info is coming from inside the company you muppet. Ask them. Demand answers. Get angry at them for stealing your money. Shooting the messenger is genuinely pants on head stupid.
    1
  13826. They are. Sandy Munro got an early Texas Model Y from a buyer in Florida for a teardown, and that's where he got his hands on the 4680 pack.
    1
  13827. Possibly.
    1
  13828. Today they're slower than humans at most jobs. Bit how long will that last? Once they're faster, that's forever.
    1
  13829. Clearly you're unfamiliar with my work. I'm sufficiently hesitant and skeptical about Tesla's operations that I've literally NEVER been invited to a product unveiling event, despite my thousands of videos over more than four years.
    1
  13830. Based on the number of large installations we've seen around the world, I'm sure they're going full speed ahead on that front. I'd also wager they're not using 4680s in the MegaPacks. The advantages offered by the form factor aren't as critical when space and weight aren't as constrained.
    1
  13831. How soon do you think we can expect to see a swarm of robots autonomously assemble such a structure on earth as proof of concept?
    1
  13832. Same for me with the smartphone. Apart from email and games, what possible use could it have? My opinion turned around completely once I got my first one, and it wasn't even very good.
    1
  13833. Your son's story isn't terribly believable. Cold weather range is impacted regardless of the type of fuel, and there have been tons of videos showing these are perfectly capable in the cold, even above the artic circle, even in winter.
    1
  13834. This IS analysis. When politics spills over all the way into the production and delivery spreadsheet, it becomes unavoidable.
    1
  13835. I appreciate that!
    1
  13836. I haven't really followed refreshes from other brands closely enough to have a qualified opinion on this. It does seem to be a much bigger set of changes than a lot of people expected.
    1
  13837. PRND.
    1
  13838. Much appreciated!
    1
  13839. You don't though. I also left out the fact that there are thousands of FREE chargers across the country.
    1
  13840. Thank you so much!
    1
  13841. Glad you enjoyed it!
    1
  13842. Well, we'll see how you feel after tomorrow's video. 😔
    1
  13843. LFP aren't prone to fire the way high nickel chemistries are. You can look up crash testing of BYD models and see how they fare. They do just fine.
    1
  13844. No dipshit, it means Ford's days in Michigan are numbered.
    1
  13845. I bought last October. It never even occurred to me to be upset. Why would I? My computer and camera also cost more when I bought them, but sometimes that happens. It was time to get the camera, computer, and car.
    1
  13846. Absolutely fair.
    1
  13847. You bet!
    1
  13848. Not entirely sure how to take that, but thank you? I think?
    1
  13849. We have no updates.
    1
  13850. What could go wrong?
    1
  13851. Bit soon to say. They aren't in China. Not considering the Y refresh retooling and the holiday being in January instead of February. Europe is looking pretty grim.
    1
  13852. Looks pretty slick, though I can't imagine buying a hybrid.
    1
  13853. Appreciate that, thank you.
    1
  13854. Beautiful.
    1
  13855. Can't wait!
    1
  13856. Lol. Right. Except little stuff like entire new buildings.
    1
  13857. Seems that may only be true of some brands, but it was the accepted information at the time.
    1
  13858. Sure did.
    1
  13859. It looks like they may be postponing deliveries until January 1st, and I suspect it's an accounting matter more than a production or delivery logistics issue.
    1
  13860. You bet!
    1
  13861. No doubt!
    1
  13862. Glad you enjoyed it!
    1
  13863. It also has a bumper camera. We saw it in close-up photos weeks ago, and then saw it in use on the center screen a day or two ago. It's a cheap bit of extra safety.
    1
  13864. Long-term, perhaps. Shawn is doing it over the next 6-12 months, and nobody is forcing him to do it.
    1
  13865. There are people in these very comments who disagree. It's bizarre.
    1
  13866. What fires? There's no brand that's had fire issues. Even the Bolt was still 5x less likely to burn than a gas powered car.
    1
  13867. Good news, Jason! YouTube flagged all your links as spam, and a good thing too. Those are the dumbest buckets of wet sharts I've ever seen. EVs are 20x less likely to burn than gas cars. Model 3 is no heavier than a 3 series BMW, and Model Y no heavier than a x3/x5. Model S weighs the same as an S500. Insurance is NOT 400% more, and almost everyone here knows that because the majority of us own EVs. Take your nonsense elsewhere. Maybe find a channel inhabited by rubes, because that transparent nonsense doesn't fly here. We deal in facts, not fossil fuel sponsored propaganda.
    1
  13868. This will be addressed in an upcoming video I just shot. I'm editing it now. Likely Thursday or Friday.
    1
  13869. Thanks for the encouragement!
    1
  13870. @trucksanddirt1506 Meh, 3/10. I've seen lazier trolling but not many attempts come to mind. Still, you remembered punctuation, so you still get a star.
    1
  13871. I won't say it's the silliest reply I've ever seen, but it's definitely short-sighted enough to make it to the response video, and my friend, it's gonna be a mulit-parter.
    1
  13872. There's still time to turn the ship around, but the window of opportunity is closing quickly.
    1
  13873. It's the one you can pay a little extra to tour the inside of in McMinnville.
    1
  13874. You'll come around. Everyone does.
    1
  13875. What happened?
    1
  13876. I'm sorry you feel that's where the future is headed. The future comes whether we like it or not.
    1
  13877. I feel like the ugly part is on purpose. They don't want people buying EVs, and this is one way to make those sales less common.
    1
  13878. The pedantics are seldom missed.
    1
  13879. Not in any way we know the semi or the tunnel today.
    1
  13880. The market is too vast to worry about competition.
    1
  13881. This guy gets it. ;)
    1
  13882. I left that out because, while it's been a very real obstacle, it hasn't really slowed down the competition nearly as much.
    1
  13883. Sadly you're in the minority. These serious videos are always the worst performing.
    1
  13884. Suppliers, right? Can still be valid, but the emails leaked don't support the conclusion in their headline.
    1
  13885. What does that make you?
    1
  13886. Not yet approved does not mean the same thing as banned. If the safest truck ever tested isn't allowed while demonstrably less safe trucks are permitted, maybe the regulations need to conform with the science.
    1
  13887. Thank you! Cheers!
    1
  13888. Love it. I'll see what I can find.
    1
  13889. Not BYD. There are hundreds of EV companies in China. Those were from a very small one.
    1
  13890. Thank you kindly!
    1
  13891. Going to be cold, rainy, and windy for Halloween. Yuck.
    1
  13892. I assume you'll bring theme music so I know it's you.
    1
  13893. Not everyone needs a 3rd row, but for those who do, there are options... pricey options, mind you, but that should normalize over time.
    1
  13894. Last I heard, they were including hybrids in those electrification targets. If true, that would make them a bit more believable, since a hybrid can get away with a fraction of the batteries, but that isn't a very meaningful transition in my opinion.
    1
  13895. I agree, but this is equal parts my personal opinion, and not investment advice.
    1
  13896. So you're saying the launch edition will be tri-motor?
    1
  13897. Thanks 👍
    1
  13898. Why, that could be almost anywhere. 🤔
    1
  13899. It results in lost subscribers. Most channels defend their business first and foremost.
    1
  13900. Glad to be a place of peace.
    1
  13901. Those situations do exist.
    1
  13902. They expect it from them, I guess. Why is no one talking about Toyota's fabled solid state battery that's coming "in about 2 years" as reported every 18 months since 2009?
    1
  13903. You're seeing the logo or something like that? If it's a uniform covering, there shouldn't be anything to notice.
    1
  13904. Awesome! So glad you could check it out. I put in a lot of work, especially on the "math" videos, so I'm happy to have you here.
    1
  13905. Pure confidence, surely.
    1
  13906. And others were saying $200 by today. We all read the tea leaves differently, which is why the discussion around the thinking is so important.
    1
  13907. Appreciate that!
    1
  13908. Thanks! Will do!
    1
  13909. Within 5 years?
    1
  13910. By the time I get it, it will be too late to make videos anyone will watch.
    1
  13911. Neat!
    1
  13912. If you don't understand GeoPiers, it's difficult to believe you're being sincere.
    1
  13913. Thick. So thick.
    1
  13914. Nice!
    1
  13915. I don't see it having an impact either way.
    1
  13916. I thought so too, but a lot of people are still arguing it won't even reach 1.8m.
    1
  13917. Hope you're well.
    1
  13918. Can't wait! It's getting very exciting.
    1
  13919. Thank you so much!
    1
  13920. They should make a Magic 8-ball Elon Edition but no all but one of them says "2 weeks" with the last one saying "GFY".
    1
  13921. You okay there little budy?
    1
  13922. I still have about a half-dozen videos to edit from last month's Michigan trip. I'm planning to attend the event again next year, but I got so much gold from the trip I'm considering going back sooner.
    1
  13923. Thanks, will do!
    1
  13924. He didn't write the bill, and there were many objectives in it. The biggest objective in terms of batteries was getting those factories into the US for economic and general security reasons.
    1
  13925. Wow!
    1
  13926. I'd love to see it as a bare platform, a canvas, and one that doesn't require a CDL.
    1
  13927. Working on the weekly before/after progress video now, will do the progress tracker after that. Both should be up within 24-hours, barring any technical trouble. ;)
    1
  13928. Our regulations are pretty backward on this side of the pond.
    1
  13929. Thanks.
    1
  13930. I listed a TON of reasons the stop can drop, only one of which was macro. You must include macro on the list because it is a very real and undeniable factor. Should I have left that out?
    1
  13931. Likely water. This was taken during the massive deluge.
    1
  13932. Compact cars already exist. To think more companies will make them doesn't require much faith. The only question I see is who will be able to build one people want, at a price buyers will pay, while maintaining a positive margin.
    1
  13933. Thanks ✌️
    1
  13934. I've never heard anything like that.
    1
  13935. Hydrogen is already dead. It's barely being propped up by subsidies, and it doesn't work. EVs are here to stay.
    1
  13936. How can you sell cars if they aren't yet being sold?
    1
  13937. Doesn't really prove anything though. Business is (hopefully) business.
    1
  13938. You speak with an awful lot of certainty about things that are entirely beyond your certainty.
    1
  13939. Wow, thanks!
    1
  13940. Solid state? Oh sweet summer child. If they had a 620 mile car, they'd stop making swap stations. If they had a 620 mile SOLID STATE battery, they'd stop making cars and just be the biggest battery giant in the world by a factor of ten.
    1
  13941. There is no communist left, so I'm not sure who that refers to. Curiosity from staunch conservatives isn't enough to make them want electric cars in meaningful numbers, apparently.
    1
  13942. Welcome aboard! The Q4 figures were just posted. I was within .93%, which is significantly more accurate than the 1.32% miss from the Wall Street consensus. Nice!
    1
  13943. Glad you enjoyed it
    1
  13944. Exactly.
    1
  13945. Shop around. They don't cost more to insure.
    1
  13946. Absolutely.
    1
  13947. Read through my earlier replies.
    1
  13948. It will be an easy transition for them to do. I held out as long as I could for the Nissan EV minivan to hit the US, and eventually my old van died. That was in 2018, and it never was released here, but Nissan seems to lack EV conviction.
    1
  13949. I don't have information on that. I assume it's something that's adjusted as needed and possible, and the MIC-Y is by far my biggest question mark. I figure that's the number I'll miss by the widest margin, but I bet I'll have plenty of company on it.
    1
  13950. They already have. Plenty of parts from China, and entire factories in Mexico.
    1
  13951. Right on
    1
  13952. It's not just the media. It's the consumers who will only click if they get what they want.
    1
  13953. If plastics are all that's left, oil sales will fall 95%. OPEC would suffer.
    1
  13954. They appear in the quarterly reports.
    1
  13955. It's not stopping. Look at all the countries leading on this. When they got to our levels, sales REALLY picked up.
    1
  13956. They do not. It's a NHTSA rule, and an antiquated one that's clearly in need of an update of it's own... I guess they should recall it.
    1
  13957. Dang, I forgot the sepia!
    1
  13958. The big idea is that they shouldn't require programing. You should just be able to show them how the task is done, and that's it. As far as cost goes, the discount supermarket in my town has a floor cleaning robot. Those cost $50,000 and only get used a few hours a day.
    1
  13959. Results are pending.
    1
  13960. You bet!
    1
  13961. It's easy when you've got someone as awesome as Jeff to interview. He was pretty awesome from start to finish, and I mean from long before the cameras ever started rolling.
    1
  13962. Absolutely. It was more about fun than anything else.
    1
  13963. Did you ever get to compare the old and new model 3? It's that. That's what I've been explaining for almost a year. Take a spin when they arrive and you'll understand.
    1
  13964. It's no longer the far-far left. I've been doing this for years. I'm watching Tesla Owners Club losing members, shareholders cashing out, and owners getting rid of their cars. Not because they are on the fringe, but because Elon's actions have steadily grown more extreme. People can disagree with you or your objectives without being an idiot. People's lives have different paths and different experiences and dismissing them entirely without considering what they're saying ensures your ability to be correct is no better than a coin toss. I've always listened to the bear arguments. Sometimes they have a valid point, but I can't know without examining the claims, and I can't do that without hearing what they say and considering it.
    1
  13965. I just came back from Detroit. Been there twice in the last 3 months and interviewed dozens of people.
    1
  13966. More to come!
    1
  13967. The sales are still struggling. It's unfortunate.
    1
  13968. Thank you so much Mick!
    1
  13969. Wow, thank you! I had planned to make it a quick and easy one, but I just can't help myself when it comes to the edit. Came out a standard hour-per-minute cut. Not great for my long-term prospects, but I still think it's worth it. It's a lot better than something someone clever simply sharted onto YouTube.
    1
  13970. Entirely possible.
    1
  13971. I've never owned a gas car that got its stated "range" (aka MPG,) and I drive like a grandma. My 1982 Civic got pretty close, within about 3-4%. If any EV sold in the US is legitimately under 70% within the first 8yrs/100,000 miles, you'll get the battery replaced, regardless of brand. Some brands offer even more generous warranty.
    1
  13972. You bet!
    1
  13973. Doesn't appear so. They said it can "charge" in ten minutes.
    1
  13974. Did you watch the video? I feel like you should watch it before trying to clownsplain what you think you saw.
    1
  13975. 13%, I thought.
    1
  13976. They don't today, but as adoption climbs, we'll need to get smarter to prevent the need to overbuild.
    1
  13977. I always try to maintain a 10-year horizon. In the automotive world, I struggle to imagine who has a long-term outlook on par with Tesla. BYD is well positioned with their vertical integration (specifically batteries and chips) but they aren't traded directly on any exchange I have enough comfort with.
    1
  13978. I'll take it!
    1
  13979. I understand. I refuse to live in an echo chamber and feel a diversity of voices is important.
    1
  13980. The trick with that is that I don't have any baseline from which to deduce how long it should take. If the Model 3 tent is any indication, by the time you start tracking it, it's already done.
    1
  13981. Lol. I've had phantom braking less times than I can count on one hand over 30k miles. I'm not saying it isn't real, but that even as rare as it is, it's something I've seen happen. Keep it real. You know my patience for nonsense is limited.
    1
  13982. Lucid's market cap is still high enough that it appears in no danger of a buyout or acquisition.
    1
  13983. It was an awful lot of fun, and considering how quickly these models evolve and improve, a regular feature would surely produce different results. I realized that when seeing how radically different the responses were even a few hours after first taking it for a spin.
    1
  13984. Trolling used to be an art form. Get back to that.
    1
  13985. Agreed. Also I don't think anyone would buy it.
    1
  13986. Wow, thank you! I take pride in producing quality content, and I'm glad the effort is visible in the final product.
    1
  13987. Maybe? I update the sheet daily, so I may have already caught it, but can you please clarify exactly where you mean, because I'm not sure I've caught it. Much appreciated!
    1
  13988. I don't judge, Troy. You use the CyberTruck for your purposes, I'll use it for mine... escort corpses. :/
    1
  13989. Nope, they're still moving forward with EVs. That's not going to change. Anyone telling you otherwise is on the payroll of the fossil fuel lobby. They just have to adjust the plan to figure out how to afford it without losing everything.
    1
  13990. Well that's a frustrating mistake on my part, and I thank you for the correction. 10% is still a lot, but not nearly as bad as my poorly conducted Google search led me to believe.
    1
  13991. Curious about that too. It's possible customers are getting them, and they just haven't posted it on social media or added their VINs to any of the trackers, but it seems awfully unlikely to me.
    1
  13992. They're very knowledgeable at what they do, but what they do is deliver and service cars.
    1
  13993. A small EV is still going to be safer in a crash than most big cars. It's just the nature of the design. BYD crash trays have looked good, and Hyundai is serious too. Either way you'll get to wait to see it before you buy.
    1
  13994. Not all debt is created equally. Much of the long term debt has rates so low they wouldn't dream of paying it off in this environment.
    1
  13995. Will let him know, thanks!
    1
  13996. This is what I was expecting. Unfortunate it didn't happen.
    1
  13997. It's in the tracker, but no signs of footings yet. :(
    1
  13998. Tons! These will likely be cheaper to own and operate over the lifetime of the systems, and may even be used for a small portion of power arbitrage to help pay for itself.
    1
  13999. So he's trolling and making people dumber, but that's okay because he makes money from spreading misinformation? I don't follow.
    1
  14000. Awesome, glad it's working!
    1
  14001. Different factories, different protocols. CATL builds from nothing to completion, which suggests they need a lot more precautions. Tesla is assembling batteries more than making them from raw materials. Evidence of this is that they're making the cathodes in an entirely separate building.
    1
  14002. They haven't. Tesla has admitted as much.
    1
  14003. I graduated from Meadowdale. Howdy neighbor.
    1
  14004. Plenty of head and leg room. In terms of shoulder comfort, I can't tell you, but it's as wide as anything out there. Pretty easy to go to a showroom and just sit inside though. That's what I'd recommend, if not an actual test drive.
    1
  14005. How hard do you want a taxi accelerating, and why on earth would it have that much horsepower?
    1
  14006. That's at the cell level, not the pack level, and definitely not at the product level.
    1
  14007. Not if it's the kind designed for four. Why you playing?
    1
  14008. Averages still apply.
    1
  14009. All great questions, half of those will be covered on tomorrow's video.
    1
  14010. Cost prohibitive today, but that doesn't mean it won't be reasonable in a matter of years.
    1
  14011. It's clear their plan relies on a number of magical steps.
    1
  14012. Thanks!
    1
  14013. Seems to be the state by state approvals taking ages.
    1
  14014. Which of my gloomy predictions have been wrong in the past? I had EXTREMELY high confidence in v11 based on videos I'd seen. My experience was different to such an extreme that I had to ask if something was wrong with the car. Nope, that's just how it is. Disappointment is disappointing.
    1
  14015. Hells yes!
    1
  14016. I haven't seen anyone else doing this. Glad you like it!
    1
  14017. I agree entirely. I just didn't realize it isn't required in so many states.
    1
  14018. You're in the wrong place. This isn't a political channel.
    1
  14019. I'm about 80% sure this comment is satire, but just in case, EVs are VASTLY less likely to burn than internal combustion vehicles (gas is 10-20x more likely,) and yes, that figure includes Chinese made cars. Hydrogen is a dead end for a dozen reasons. That's why it never caught on despite massive support from the fossil fuel industry.
    1
  14020. Good call!
    1
  14021. I've never seen a retroactive tax policy, though it isn't impossible. I don't see the new congress being interested in making it happen though.
    1
  14022. You must have seen how many comments I got telling me exactly that, though I think it was 2 separate camps.
    1
  14023. Wrong so far, for certain. The Lightning has absolutely over-delivered on a lot of its promises. It's heavy, but not concerningly so. It's expensive, but not nearly as bad as I expected. It's production-limited, but they're working more aggressively to address that than I expected. It will be interesting to see how the models compare once Silverado and CyberTruck are on the market.
    1
  14024. Every Tesla event I've been top had other brands of EVs, and people were excited. Rivian, Ford, doesn't matter, all are welcome. Try bringing a second god to your cult meeting.
    1
  14025. I would also be curious to hear this answer. :(
    1
  14026. We'll find out soon enough. Brembo believes they've got it perfected, and I'm confident they'd know.
    1
  14027. Fun fact: More than one company can win.
    1
  14028. No problem 😊
    1
  14029. You bet!
    1
  14030. I was addressing the very silly comment.
    1
  14031. Agree completely.
    1
  14032. He's not just a great resource, but he explains complex concepts really well.
    1
  14033. Thank you kindly!
    1
  14034. Glad you liked it! Have new ones coming every week.
    1
  14035. The patents are already open. Why haven't you and I already made companies out of this?
    1
  14036. Is Beta active in your country? I can see it being lower if you're not able to use the pre-release features.
    1
  14037. If Tesla Energy was its own thing, I'd invest in that too. It's got nothing but headroom.
    1
  14038. Kind words, thank you. :/
    1
  14039. I saw a headline about that yesterday, and the picture they were using were of TESLAS! Guys, no, those aren't the ones sitting around unsold.
    1
  14040. The copyright music in the background.
    1
  14041. The absolute dumbest thing you could have said. I imagine you need a snorkel to breathe with your head so far up there. Post your idiocy on cult channels, kiddo.
    1
  14042. You're welcome!
    1
  14043. Short selling is a real scourge. And yes, what Hindenburg did was totally legal, I would argue it wasn't nearly as unethical as everything Nikola did to defraud their investors. Lives have been ruined by it. The messenger in this equation may be a**holes, but they're still nowhere near as bad as the message they delivered.
    1
  14044. This seems like a reasonable prediction.
    1
  14045. Do you mean Daimler?
    1
  14046. I have a sneaking suspicion I know who this is.
    1
  14047. This is my day job, so thanks for the encouraging words! Whoever told you batteries fare worse than engines or transmissions knew they were lying. Don't give them satisfaction by repeating it.
    1
  14048. Thank you so much!
    1
  14049. If libraries are free, what is the value?
    1
  14050. Drain on li-ion batteries in storage is generally around 1% per month. Even a full year of storage wouldn't be a big deal. The other obstacles, however, are pretty massive.
    1
  14051. Were they lying?
    1
  14052. Tires only wear out quickly if you're zipping off the line. Many find that hard to resist. I've taken my car out of Chill Mode precisely twice. My tires look like they're going to last a normal amount of time.
    1
  14053. Beep boop, my fellow very real human.
    1
  14054. Wow, thank you!
    1
  14055. It was the new big thing. I figured it was the right time to do something like that.
    1
  14056. She doesn't even know the 3 and Y use the same battery. When you mess up the big things, getting the little things right is impossible.
    1
  14057. You edited your comment and it STILL reads like this? Want to try it again in comprehensible English?
    1
  14058. Absolutely true.
    1
  14059. You bet!
    1
  14060. If it decides to spend half its waking life dwelling in existential dread, it will be corrected in the code.
    1
  14061. People who don't like me tend to be reality averse.
    1
  14062. Ocean + salted roads makes up a LOT of the country. Very good points. He's not the guy who rolled an old Ram over with heavy equipment just to see how good it would look afterwards, is he? I saw that a couple years ago and it was magical. Had no idea it would be so completely destroyed like that.
    1
  14063. Very frustrating indeed.
    1
  14064. May have time to do this one, but in the mean time, the train station at the north is to provide a second drop off for the intended expansion, and it's unclear what all the tents are for. Normally I'd say storage, but the warehouse on wheels at the NE corner doesn't appear to be over capacity. Could be for subassembly manufacturing?
    1
  14065. How many have you driven, or even seen?
    1
  14066. I agree. Thought this was settled, but looking through the comments, people still aren't accepting it.
    1
  14067. Thank you for the clarification.
    1
  14068. Thanks 👍
    1
  14069. I did. No one watches those videos. Not even you. Why is that?
    1
  14070.  @davidharris7249  I hadn't heard about a restriction on OTA upgrades after the sale. I know those were legal in Canada, and a number of buyers bought an artificially corked short range model to get around it, but I'll have to look into what the rules would be in the states. Let me know if you see anything that can help me understand it better. Thanks!
    1
  14071. Excellent point on runaway trucks.
    1
  14072. Oh okay, thanks for clearing it up. HEY EVERYBODY, SOME RANDO JUST SAID IT'S IMPOSSIBLE. Guess that's that.
    1
  14073. Meh.
    1
  14074. I wouldn't rent a car that can't use the SC network.
    1
  14075. I was hoping they'd have designed something compelling at a price the market would bear.
    1
  14076. Too many people do. Whenever a channel like mine is critical of Tesla or Elon, no matter how duly deserved and honest, people WILL unsubscribe. I don't care, I'd rather be honest, but I guarantee you that changes the coverage on other channels.
    1
  14077. Glad it was helpful!
    1
  14078. Other manufacturers have tried making them serviceable in this way, but physics doesn't allow it. Throw one old AA with a voltage imbalance into your RC car and you'll see it causes problems. That's why Tesla isn't alone in making them in this manner.
    1
  14079. Same to you!
    1
  14080. I've had viewers suggest I drop him, but I feel a diversity of opinion is valuable.
    1
  14081. My pleasure!
    1
  14082. Mucho appreciado, mi amigo!
    1
  14083. 3,820 x 1,180 feet. It is expected to extend another 500 on the south end.
    1
  14084.  @Starckgazer  You can message me on Twitter @4KPodcast
    1
  14085. I saw that, but wasn't it over a month ago? I covered it when it first happened.
    1
  14086. What was the opposite extreme from this position during the last administration?
    1
  14087. That would be the smartest way for the market to move, but it's rarely so rational.
    1
  14088. Yes! At least three off the top of my head. Not sure how many will make the main channel, but I did get a tour of Arcimoto that I'll be running soon.
    1
  14089. That's hilarious.
    1
  14090. Thanks for the sub! It's all needlessly stressful.
    1
  14091. How do you think it's changed since last week?
    1
  14092. Thanks, Grant! I'll run the full math before the next quarter ends. ;)
    1
  14093. Appreciate that!
    1
  14094. That would have been interesting. Maybe next year.
    1
  14095. Uh oh.
    1
  14096. Very cool!
    1
  14097. AND Canadian... Well okay.
    1
  14098. How the heck did they get THAT idea into their heads?
    1
  14099. Looks suspiciously identical to the Chevy Blazer.
    1
  14100. Occupational hazard for sure.
    1
  14101. Thanks for watching!
    1
  14102. That wasn't a design flaw though. There was nowhere for that water to go just yet. Hopefully these Biblical-class storms don't return until the site is sufficiently complete to handle it.
    1
  14103. I'll believe it when I see it. I'm confident it will be different, but that's all I can guarantee.
    1
  14104. If that's their biggest shortcoming, they're doing great.
    1
  14105. I covered the sitemap in the first one in this series. Does that help? https://www.youtube.com/watch?v=UxjEzlRJ-EI
    1
  14106. Did you watch the video?
    1
  14107. Glad you enjoyed it
    1
  14108. I get that these companies want to target the top of the market because that's where the margin is easiest to find, but they're not finding profit there either, so why can't we do your idea instead?
    1
  14109. You're welcome!
    1
  14110. If ou saw the financial report and STILL can't see it, you can never say you weren't warned. They have a year of cash left and no cost controls. Wake up, bud. Distortion campaigns don't exist when reality is this catastrophic.
    1
  14111. Feels like it.
    1
  14112. You should drive one.
    1
  14113. If it can run autonomously, it may be able to replace 2-3 salaries. I think half a million would still make it an easy deal to close.
    1
  14114. Thanks!
    1
  14115. No, I do not collect the footage myself. I'm in the PNW, so I'm woefully far from Giga Texas, Giga Shanghai, or really Giga Anywhere, sadly.
    1
  14116. How will that work if he's gone in a few months?
    1
  14117. Only one trim was expected to have that kind of range, and with the extender pack, it will.
    1
  14118. F is what you press to pay your respects.
    1
  14119. Not your best work. It needs to be based in reality to land. Nobody paying attention thinks they've stolen anything.
    1
  14120. Gordon Johnson is an analyst who used to have a very good track record. Some years back he decided he was just sure Tesla would be bankrupt soon, so he said so, and it unfortunately became his entire identity. He was fired from his job and now works from home, apparently by himself, living exclusively to make appearances on cable news shows ranting like a lunatic about how poorly Tesla is performing, despite all evidence to the contrary. He has a price target on Tesla of $20 per share.
    1
  14121. That's not how local news works.
    1
  14122. v11 would really struggle in inclement weather, and sometimes reduce highway speeds to something ludicrous like 45mph. I would usually disengage at that point, but if traffic was light enough I could ride it out, it would still sometimes panic and require me to take over. v12 got better, and v13 is vastly better still. I haven't had it impose a new, lower speed limit in low visibility conditions that I didn't agree with.
    1
  14123. Cybertruck's horizontal light bar can do patterns. We've been seeing those in light shows.
    1
  14124. Wouldn't it make more sense to slowly downgrade them without forfeiting their own credibility entirely? I'm not asking because I want you to answer. We both know the answer. It's just frustrating watching from the outside.
    1
  14125. Wow!
    1
  14126. For the S&P to increase 4.5x in 20 years isn't crazy.
    1
  14127. Naw.
    1
  14128. Whether or not one likes it doesn't change it. Both are correct depending where you're from.
    1
  14129. I'm at 23k miles and still plenty of tread.
    1
  14130. You don't need to be sorry. Just try being right. It's the driver's behavior, not the tires. I'm at 23k miles with tons of tread left. There's no miracle involved.
    1
  14131. There is a lot of overlap.
    1
  14132. Fantastic insight, thank you!
    1
  14133. Why would they?
    1
  14134. I hope so. They need to scale fast, and the price still needs to work.
    1
  14135. Okay then, that was always allowed.
    1
  14136. I'm sorry to hear that. That hurts.
    1
  14137. What did you like about it? Have to ask so I know what to make more of. Thanks!
    1
  14138. Like most bigger channels, we try several different thumbnails to see which one worked. You refused to engage until we settled here. YouTube doesn't punish because viewers (yes, even you,) prefer it this way.
    1
  14139. I appreciate that!
    1
  14140. Thanks again!
    1
  14141. Ford no longer makes compact cars. In the US, the only remaining vehicle smaller than a crossover SUV is the Mustang, which only sold 53,000 last year.
    1
  14142. Much appreciated. It's an odd thing on YouTube. We can look at the stats and see subscribers missing, but when you dig into the report, it doesn't add up. Very odd.
    1
  14143. No way! Too funny.
    1
  14144. That's a frustration I've seen in regards to the MachE. Sure, it has a respectable maximum range, but the car warns drivers very clearly not to discharge below 20%, or charge above 80%. Unless you want to risk permanent damage to your battery, you only get 60% of the maximum range, and if you do go into those buffers, your charging time increases dramatically since you can't pull full power unless it's in the 20-80% sweet spot.
    1
  14145. You want people to read all that when you didn't even watch the video? The funding was literally the central part.
    1
  14146. Fantastic news, thank you for the update. Considering the cost of an EV, 5% is a pretty meaningful discount.
    1
  14147. They have said that they plan to. I doubt they'll be tabless since Tesla has the patent for that, but the form factor seems to hit the sweet spot for weight vs performance.
    1
  14148. But Mom, he started it! Puh-lease! Trump's SEC kicked Elon off the chairman position at Tesla. Elon got offer it. Time to put on those big boy pants.
    1
  14149. Thank you so much!
    1
  14150. Thanks!!
    1
  14151. Thank you so much!
    1
  14152. Man you guys are bizarre. So unwaveringly confident in the unknowable. It's puzzling. Spec for spec, CyberTruck is the winner. You can complain about missed deadlines, but no Tesla has ever been delivered with worse specs than those shown at unveiling. I have a few videos responding to comments on this video. A lot of your questions have already been answered: https://youtu.be/nRpfG6kjkFU https://youtu.be/3B-jyY_R4eI https://youtu.be/4g2Bmankirg
    1
  14153. It's 2,500. Not thousand, 25 hundred. You can apply for a waiver, and everyone who has was granted one. That's an easy fix. That's just the swipe of a pen. The real benefit is having a standard framework in all 50 over a patchwork quilt.
    1
  14154. No! It was TWO weeks since the last one of these. :/
    1
  14155. Your boos mean nothing, I've seen what makes you cheer.
    1
  14156. Thanks. It's a lot of work! 😊
    1
  14157. How very odd! There isn't a way for me to make them NOT clickable. Must be a thing YouTube does?
    1
  14158. Making more scientists takes 20 years and money our states seem unwilling top part with. EVs are inevitable. What's less clear is what role the US will have in that future.
    1
  14159. Wait, hang on a sec. Are you SURE?!?
    1
  14160. We haven't seen them stacked more than 2 in height.
    1
  14161. That's the problem. They're competing with themselves.
    1
  14162. Wouldja believe I already made a video about that? https://www.youtube.com/watch?v=-hZE--kTbR4
    1
  14163. Jenna was so good in that.
    1
  14164. Glad you enjoyed it! I try to take these very seriously and get in questions that lead places. Very rewarding.
    1
  14165. Oh, but they don't have "advertisers". They just have sponsors... specifically Ford. Truly bullshit.
    1
  14166. No, it's the progress Berlin had to show after 10-months of progress. They started five months before Texas.
    1
  14167. What names you think that?
    1
  14168. Who was dumping shares, and why would they want it to drop? Trading volume for 8/16 was 2-millions shares short of the daily average.
    1
  14169. Wow. Fantastic news! I'm curious to see what the curb weight is on that particular trim.
    1
  14170. It's no guarantee, but it's been sufficiently strongly suggested.
    1
  14171. Interesting!
    1
  14172. Bigger than a country.
    1
  14173. They're there because it makes them money. Period. They did no prep whatsoever for the biggest interview of their careers and just made middle school fat jokes instead. An absolute waste.
    1
  14174. No, but there's only so many hours in the day.
    1
  14175. Just ordered new lights that aren't multi-colored, so will have those in next week's videos. Appreciate the feedback.
    1
  14176. When you resort to attacks like that, reasonable people will assume the rest of your argument is similarly lacking merit.
    1
  14177. Which one is Beckham?
    1
  14178. If you're referring to Steel Dynamics in Sinton, they've denied the rumor. Could still be the case, but it's not yet known. The idea is that a 20-foot roll of any serious length is going to be extremely heavy. Typically a semi trailer only carries one or two small rolls of 4-6 foot (150-180cm) steel in order to keep to a road-legal weight.
    1
  14179. EV adoption is at all-time highs around the world, and it continued growth even in countries without incentives or mandates. People do want them. People love them. MachE, Rivian, Lightning, and other EV buyers absolutely love their cars with a passion rarely seen outside of marquee sports cars. No one is saying "unlimited demand". The market is finite, that is well understood. EVs will quickly scale to fill 50% of global auto demand, and continue upward from there. Maybe it will top out at 90%, maybe it will be closer to 99%. We won't know until we see what tech is available in coming years to meet all the edge cases like long-range, heavy-duty towing. This is happening, Bill. You don't have to get on board. I knew a lady who took an early retirement rather than learning to use email. Pretty silly in retrospect, but it was pretty silly at the time too.
    1
  14180.  @billcichoke2534  Are you lying for fun or profit? Just trying to understand your motivation.
    1
  14181. LOL. I bought Tesla at $13ish/share. I'll be fine. I'm the one who published a detailed explanation of the many reasons the stock could continue to fall. Why make stuff up, Bill? I bought Arcimoto at $6, and I NEVER told anyone to buy it. Not when it was at $12, not when it was over $20, and certainly not when it fell below $6. I disclosed I was closing my position (apart from a single share for fun,) and did nothing to pump it. I am transparent and honest, and I've never told anyone to buy any stock. Climate change is real, man-made, and increasingly urgent. Using EVs is already possible for every light duty application, and heavy duty applications are exempt from the mandates. I'll admit there are people out there dumb enough not to know how to use common, everyday products, but it's their responsibility to figure it out. I knew a woman in her late 30s who didn't know how to pump gas. Same vibe, big Bill.
    1
  14182. Hey Brad! It sure is. This isn't just my biggest video to date, but also the one somehow with the most sticking power. Every six-ten hours it gets another surge, but the surges keep coming, and virtually none of the traffic has come from off-site links. Literally 0.2% as of yesterday. I don't know what it is that makes this title or thumbnail special to the algorithm. It's just YT choosing to show it to more people, more often.
    1
  14183. That was you, my friend. We see you.
    1
  14184. It is a fine question.
    1
  14185. You set it once and use it thereafter.
    1
  14186. That's a great point. Old wedding rings never fall in value below the value of the gold itself.
    1
  14187. Long, but magical in a painful way.
    1
  14188. I don't think it could adequately stitch together a 3D world.
    1
  14189. I'm not aware of anyone who has successfully stolen IP they were able to implement. XPeng stole some autopilot software years ago, but it was already old, dead code by then.
    1
  14190. I've only known 50-60 truck owners (including myself,) and I've yet to know of one who had any serious need to haul lumber. Racks exist for today's trucks, they'll exist for tomorrow's trucks too. As for the guide tracks, I don't know, but that's a great question. Rivian is already out in the market, and I haven't seen any issues with their solution. Time will tell.
    1
  14191. You're welcome 😊
    1
  14192. True today. Article fails to address if it will still be true in the future.
    1
  14193. Looks to be more like $5k-$13k, unless you're talking about a brand new Plaid. The warranty is 8yr/150,000 miles on the S/X, with the Y at 8yr/120,000 miles. Show me a gas car with that kind of warranty on the drivetrain. When your motor or transmission goes on a car outside of warranty, it almost universally gets sent to the scrap heap. Internal combustion is a dead man walking, and it's about time.
    1
  14194. You sound like a competitor, and a terrified one at that.
    1
  14195. Yeah, they are setting themselves up for a hilarious failure.
    1
  14196. Solid plan!
    1
  14197. Mine have improved, but they're still too aggressive.
    1
  14198. Again, not really the channel for this.
    1
  14199. One obstacle at a time. He got burned with efforts to over-automate the Model 3 line. I imagine he's hesitant to push too far in that direction again.
    1
  14200. That sounds right.
    1
  14201. Awesome, thank you!
    1
  14202. You bet!
    1
  14203. The Pacific Northwest is very much like the UK in terms of damp.
    1
  14204. There is a lot of ductwork completed in the stamping building though. Sometimes it comes down to how much time I have to complete videos to get them out in a timely fashion. :p
    1
  14205. It's not about what's out there, it's about what's new, right? I've interviewed other electric airplane companies in the past. Ones with working, field deployed units.
    1
  14206. Exactly. I doubt the micro would make it to the US, which is unfortunate because I think it's so cool.
    1
  14207. It all boils down to volume. If Chevy only plans to make 50k/year, the castings are a big expense to try to make up. Tesla's approach with fewer models and less frequent major updates means they're able to move more units with common parts. That's how you end up with a Bolt costing only slightly less than the far more compelling Model 3, while the Bolt may have actually cost more to build.
    1
  14208. Thanks a ton!
    1
  14209. lol
    1
  14210. Paving can be done in a matter of days, if it's the only thing left. We've seen photos inside that show the above ground utilities are a lot further ahead than you think. Drainage has only been underway about 2-months, and is likely within 4-6 weeks of completion. It may be 50% done (or less) by dollars spent or man-hours required, but based on total time, I have very high confidence in the 67% figure.
    1
  14211. I just plug it into the wall socket.
    1
  14212. I wouldn't even know how to respond to that.
    1
  14213. I think it's more likely they don't want to scare potential buyers into waiting.
    1
  14214. No problem 👍 Worth noting, I've never claimed to be a fanboy, and I always point out the bad along with the good. No company or product is perfect. When people refuse to admit that, you have to wonder how much they won't admit.
    1
  14215. You know better than that. I'm disappointed.
    1
  14216. If it's a profit center, is it still greenwashing?
    1
  14217. What a lineup!
    1
  14218. The whole electric division, which includes Lightning and the eTransit.
    1
  14219. That wasn't the issue.
    1
  14220. Yay!
    1
  14221. Perhaps, but I think they'll be at the enterprise level.
    1
  14222. Can't wait!
    1
  14223. You sure? Lots of investors in these comments saying this is it. Phase 2 was supposed to break ground last month. Gotta start selling trucks or there's no point expanding. What did you buy at?
    1
  14224. Shut up baby, you know I love you! ;) But seriously, don't shut up, and for the same reason.
    1
  14225. Great! I've been pulling my research together since last night, so expect that one this week.
    1
  14226. I think it has more to do with them needing capillary distribution rather than arterial. They'll still need the trucks once they get to the other side of the rail line, and being western europe, it really isn't that far.
    1
  14227.  @HenryLoenwind  All it takes is level ground to drive them in, though the mental image of a grabber plucking them up and dropping the remainders into a train is pretty funny.
    1
  14228. LFP has that impact. There are a bunch of ways to get there. I've invited Jordan on to discuss, so hopefully that can happen.
    1
  14229. Jeff's objective is short term gains. Hedge funds definitely look at the 10-year picture, but losing 30% in ten days is not something his backers will be too happy about. The "dumb" part was that he made an emotional decision rather than a rational one. The rational decision would have been to wait a week.
    1
  14230. "Wants to" and "will" remain two very different things. They do not appear to have a path to 1TWh by 2030.
    1
  14231. If only there was some way to know what kind of car it is, or a way to add one aftermarket.
    1
  14232. That may be, but the video seen by millions was not evidence of it. It was dishonest to the core.
    1
  14233. That's helpful, but not required. You can add 60-miles of range overnight with an extension cord. That's more than enough for the average driver.
    1
  14234. They don't go into that level of detail.
    1
  14235. It's tough to compare the old V8s because they didn't have traction control or all-wheel-drive. 60s suspension was sloppy and boaty, even on performance cars. If you put the Y-LR against an old hotrod around a track, a casual driver in the EV could easily keep up with a professional.
    1
  14236. Do you have any idea how difficult and rare it is to be allowed to setup a grid energy depot?
    1
  14237. You know that voice in your head that says it's totally cool to make racist jokes? Maybe don't listen to it.
    1
  14238.  @ScarboroughSt  She has Cherokee ancestry. It was a family story passed down to her, which was later confirmed by DNA and an independent genealogist. There's no shame in not being aware of that, but when you stoop to racist attacks, you're still the racist. Life is better without that.
    1
  14239. This doesn't impact Tesla though. The sales are done online and the deliveries will continue. This just hurts individuals, the overwhelming majority of whom have no idea what's got your knickers so twisted.
    1
  14240. It's a Reddit thing. Very few people choose their own, and many don't even know there's an avatar assigned to their account.
    1
  14241. Did Mary hire me to do what? I published an article last week calling the Hummer and Lyric TURDS. If you can't live on $80-100k in the Midwest, your problems run much deeper than this.
    1
  14242. Only the comic.
    1
  14243.  @williampmcd8548  You got me on that one. This IS a Tintin haircut.
    1
  14244. I'm also concerned about the long-term viability of relying on Turo to cover payments. If Robo Taxis happen in the next few years, that market may evaporate. And even without it, sure you may be able to rent your Model Y while it's still 2-3 years old, but 6-7 years old when there are millions of them on the road? Less certain.
    1
  14245. This isn't about THIS channel, but my comedy channel (where this video was originally published) so it isn't related to Tesla. It's just because it fell under the 4,000/hours of watch time per year.
    1
  14246. There was never a mandate. If someone convinced you of that, you should step back and question everything else they've told you.
    1
  14247. Glad you enjoyed it. These videos don't get much traction, but I feel the information is too valuable to skip.
    1
  14248. Why not sasquatch?
    1
  14249. Not all done. They made a bunch, but they're going to need hundreds and there's little rush to get them made in advance.
    1
  14250. Thank you! Cheers!
    1
  14251. I sometimes hear anecdotes of conservatives falling in love and getting on board, but I haven't seen it show up in the data yet. Maybe it's happening and it's just too soon to know. I'll feel more encouraged when pickups stop rolling coal on EVs.
    1
  14252. Market cap is too high. It would be approaching impossible to do.
    1
  14253. Glad you enjoyed it! He's pretty awesome, but you and I already know that. ;)
    1
  14254. Always!
    1
  14255. Even if it was just the high price, I could deal with it. Tell me the price and let me make a decision. It's never that easy. I had a nightmare of a time buying my Nissan, and my offer was full price, just let me buy the damn thing!
    1
  14256. Canada has the 7th highest per capita military spending in the world. If someone told you they don't spend on their military, they're either lying or trying to manipulate you. It's worth looking into claims like that. It can reveal the motivations behind the person doing the lying.
    1
  14257. You bet! Thank you kindly.
    1
  14258. German automotive engineering has a distinct flavor. Same is true of Japanese car companies.
    1
  14259. Agree!
    1
  14260. Thanks, glad to have you back!
    1
  14261. How DARE you good sir?!? She is and always has been leading. We just failed to ask in which direction. Spoiler alert: She's leading full steam, as she always has, but it's straight off the cliff.
    1
  14262. I think it's been cranked up to 11 for at least 6-7 years.
    1
  14263. Three would be nice, and I'm also looking forward to the oddballs like Aptera and Arcimoto (I'm an Arcimoto investor, though not entirely sold on it. I have a video about it.)
    1
  14264. I'm honored.
    1
  14265. Tobias offered me that correction. I am amazed. They are GIGANTIC and must be at the very limits of what the roads can handle.
    1
  14266. Thank you! Cheers!
    1
  14267. Right on!
    1
  14268. 50 cars out of 5.5m fail to charge in ONE CITY, and THAT is your conclusion? Straight mental, bud. Zoom out and think through.
    1
  14269. The only thing more obvious than the fact that you haven't watched my other videos is the fact that you didn't watch this one either.
    1
  14270. Yes and no. Shanghai still doesn't make their own batteries yet and they've been delivering in volume for well over a year. Efficiencies gained at Giga Nevada could supply some of the demand, if not all of it, while the 4680 plant gets up and running.
    1
  14271. He's smart enough to be deceptive when it's profitable.
    1
  14272. Time IS money. That's why I charge at home while you spend a whole day swapping.
    1
  14273. Doesn't need outside testing to begin sales. That often doesn't come until significantly later.
    1
  14274. Thanks for watching!
    1
  14275. That's a new one. Which character? I'm guessing you're thinking less Arnold and more Dr. Edgemar. I'm at peace with that. ;)
    1
  14276. No, I think you're right when you say it that way.
    1
  14277. Everything we've heard is that these two additional lines in Texas are indeed for the Model Y.
    1
  14278. F-150 fell too third place. That's very unusual.
    1
  14279. Neither. I'm in the Pacific Northwest, but I go where I must to cover these things.
    1
  14280. Styling comes in a lot of flavors. This design is already iconic, and the small tweaks I think add nicely to it.
    1
  14281. I'm sure this will be effective.
    1
  14282. That's not how it works.
    1
  14283. It went really well.
    1
  14284. Thanks 👍
    1
  14285. Tesla sales in China are at all time highs. Whoever said sales are faltering is likely pushing a misinformation campaign.
    1
  14286. Takes more than cabinets to get it working. A normal house can pull 42kW. A single semi charger pulls 20x that. A station to support 20 trucks pulls more juice than a small town. Gotta build out the infrastructure all the way back to the substation.
    1
  14287. This appears to be a tour they're already offering to select investors (I imagine institutional ones,) so the marginal cost is about zero.
    1
  14288. I've seen one drone shot, but when I went back to find it again I didn't turn anything up. If there's footage, there isn't much... gotta find a pilot in Stinton, methinks.
    1
  14289. Felt like forever. 😊
    1
  14290. Sure took long enough to get us there.
    1
  14291. There's still a lot of uncertainty about the tax credit, but I'll be surprised if it doesn't include cars made in Mexico. The MachE is made there, and BMW is investing billions in a massive EV plant not far from where Tesla is building.
    1
  14292. You're closer to the mark than you may realize. Ford gets mostly positive headline, while Tesla doesn't. That's no surprise. The surprise to me was that GM spends just as much on advertising but gets almost as bad of headlines.
    1
  14293. Appears so, and I'd be very surprised if they didn't. We'd also be hearing about it on social media.
    1
  14294. If this is what the Qrazy Train went with, they might be taken seriously. Instead they go with FWAUD and WILL BE BANNED like a pack of proper nutters.
    1
  14295. Fair enough.
    1
  14296. Works for everything but the batteries. That's the most expensive part.
    1
  14297. They know the law well enough to remain absolutely secure from any such risk. Calculating damages would be nearly impossible. Proving a falsehood can't be done if they're just reporting what "experts" say. And if you could get around the first two, you'd then have to prove malice.
    1
  14298. It's a tough business for sure. At $500/car in monthly profit, I wouldn't be interested. If it gets closer to $1,000 per car, that becomes serious money pretty quickly.
    1
  14299. That makes no sense, which sadly, is why it makes so much sense.
    1
  14300. But I followed you. Surely that has to count for something.
    1
  14301. Others do. I've tried every kind of travel, and I don't get campers or tents.
    1
  14302. It's absolutely what it looks like to me.
    1
  14303. The editor is always trying new things.
    1
  14304. It's frustrating. Going to meet my gearhead brother next week to let him drive my Y-LR in chill, then standard, then we'll download Acceleration Boost and see if he changes his tune. After he agreed, he told me took up the "frozen cars in Chicago" like it's some kind of mic drop. We'll see how knocked off his socks are next week.
    1
  14305. It ranks right up there with WD40.
    1
  14306. Did it more to be funny. None of the TESLAQ crowd watch my videos.
    1
  14307. They missed you.
    1
  14308. No worries!
    1
  14309. Not sure who said everyone would be equal. That's not the purpose at all. The purpose is to allow basic needs so everyone is free to rise to their best level. Arts, business, invention, all of it will still exist. There will be a jobs shortage, the only question is when, and how quickly the onset will be. We don't need legislation today, but we do need to be aware of the situation.
    1
  14310. Gotta post it as a question do we have to bring it up in the Q & A.
    1
  14311. Sure, but the fundamentals haven't changed since we shot it yesterday.
    1
  14312. They seem to have a reasonable understanding of their financial runway and how to get up to speed. I am likewise hopeful.
    1
  14313. It's another name for an electrical sub-station, if that helps.
    1
  14314. I make them every month.
    1
  14315. I had two of them on about a week ago.
    1
  14316. It's not hydrogen.
    1
  14317. And it's not even that much.
    1
  14318. Pat gets it.
    1
  14319. Lucid's 2023 production target is about 2-days of Tesla production. I can't imagine they're much of a consideration.
    1
  14320. Reasonable milestones.
    1
  14321. Meh, I feel like you can do better.
    1
  14322. I did answer my question. Because Uber is eye-wateringly expensive.
    1
  14323. Do share!
    1
  14324. All fires are dangerous.
    1
  14325. Nope.
    1
  14326. The 9 million square feet includes upper floors.
    1
  14327. But is that what they'll release on thre 30th?
    1
  14328. This isn't a war. I'm throwing you a life preserver and you're shouting how you'd rather drown.
    1
  14329. There's footage. Hasn't come out of the creates yet though.
    1
  14330. No they don't Olivur. That absolute nonsense doesn't make sense, and was debunked. Don't fall for lazy lies.
    1
  14331. That's a good point.
    1
  14332. Sure thing!
    1
  14333. The fossil fuel industry enjoys profits of billions PER DAY. Buying a few journalists doesn't even rise to the level of a rounding error.
    1
  14334. Quality issues, engineering issues, service issues. It's not off to a good start.
    1
  14335. Correct. Sandy told me they need a couple hundred bucks of very easy chips to do it.
    1
  14336. Of course
    1
  14337. They should at least make an informed decision.
    1
  14338. "Retime"... now I have to go back and listen to the actual words on these disappointing disasters.
    1
  14339. Welcome aboard!
    1
  14340. Maybe so, though they aren't designed with super-human strength.
    1
  14341. If you're correct, all the more reason to sell them... but you've never known someone rich who owned a smaller car because it's the right size for them?
    1
  14342. More like fraud than conspiracy.
    1
  14343. She'd like to speak to your manager.
    1
  14344. I appreciate that. It's been a tough road.
    1
  14345. They're routinely spotted leaving Giga Nevada.
    1
  14346. Those stories do exist, but they don't get the same viral attention as some random anecdote that feeds into the "Elon bad!" narrative.
    1
  14347. Yes, but how often? I probably charge at home 335 days a year, and I drive twice the national average miles.
    1
  14348. Nope, sorry, the internet told me you had to chuck it in the trash. 😉 Congrats though! See you next year in Muskegon I hope!
    1
  14349. In the 90s there were those who bought Microsoft, and those who didn't, and that latter camp were often bitter, angry, an vitriolic. Well, turns out they were right about Microsoft. Sure they made mad stacks of cash, but they did so by harming computing overall, and everyone who used or owned a computer specifically. Tesla hasn't done that. They haven't bought and crushed their lesser competitors. They haven't offered super-cheap tech to rivals with hidden, crippling defects. They haven't worked to undermine other EV builders. Yet the broke haters still pretend he's only made his money off the exploitation of (highly paid, highly skilled, highly in-demand) workers, and with the benefit of massive subsidies (which remain available to literally everyone, even you and me, if we could produce electric cars.) His money didn't come from a salary or company profit, but from stock in the company which people like you and I drive up to the moon because we simply will not sell.
    1
  14350. Muchos gracias!
    1
  14351. They do in other countries where adoption is higher. It should come eventually.
    1
  14352. Not to HAVE breaks, but longer breaks. Don't lie here, my guy. I'm out of patience for your nonsense.
    1
  14353. All of this fits with what I've been able to research, and the questions I was able to get answered.
    1
  14354. Right on!
    1
  14355. Makes sense, thanks!
    1
  14356. More to come!
    1
  14357. Yep.
    1
  14358. I was pretty proud of the Phoenix bit. Confident I hadn't heard that one before, but I imagine it could be a more common joke in Arizona.
    1
  14359. It's certainly an interesting idea, though the comments have provided a lot of considerations that show the various pros and cons I hadn't considered.
    1
  14360. TBD
    1
  14361. Appreciate that!
    1
  14362. Howdy!
    1
  14363. I struggle with the hour and longer videos because there's only so much time in the day, and I have a lot of channels I follow. I know I've missed some great stuff because it's stretched to a point that makes it difficult to actually get to the meat of it.
    1
  14364. Yikes!
    1
  14365. Glad it was helpful!
    1
  14366. No, that's not it at all. It's about knowing where to look to start your reading. Not on the blind hate subreddits, or the ones loaded to the gills with meme kids. Start with professionals who know how to read a 10K and financial statement, and read up from there.
    1
  14367. Which ones?
    1
  14368. All fair questions.
    1
  14369. Thanks Fred. Glad you appreciate it.
    1
  14370. And why did they close those plants? I feel like you're really close to a breakthrough here.
    1
  14371. Seems unlikely. They're no longer "new cars" at that point and there would be a massive risk.
    1
  14372. Kyle does amazing work.
    1
  14373. Boring Tunnels avoid traffic more than anything else.
    1
  14374. @muckfoot-4093 They aren't on strike that I'm aware of. The "billionaires bad" smoke and mirrors is the misdirection. Don't fall for it.
    1
  14375. I don't understand.
    1
  14376. Glad you enjoyed it!
    1
  14377. I looked and couldn't find an anti-Elon bias. Vastly more balanced and reasonable than nearly any major US outlet.
    1
  14378. I mean, that's definitely something I want, but I get that they don't sell all that well in the US, Europe, or China.
    1
  14379. How do you instruct a person?
    1
  14380. "Imagine if we went into a recession" is the worst advice I can imagine. Go on then, but CDs and Money Market accounts. NO investor has ever said that.
    1
  14381. Glad you enjoyed it
    1
  14382. It's already more profitable to build the Model Y in one of the most expensive countries in the EU, so I don't accept this premise.
    1
  14383. Very cool!
    1
  14384. Hope you enjoy it!
    1
  14385. The batteries are modular, so I'm sure the answer is yes.
    1
  14386. You bet!
    1
  14387. He hasn't gotten rid of USAID. He just crippled it. Don't worry, China will effortlessly slot into our place and the six decades of goodwill we established will become their property.
    1
  14388. Worse! They say they can build ICE, BEV, PHEV, or hydrogen on the SAME platform. Jack of all asses, master of none.
    1
  14389. That doesn't track with anything we know about the history of vehicle trade issues with China.
    1
  14390. Can't help it. When I try to do it straight, it feels too much like work.
    1
  14391. I also do not have a crystal ball.
    1
  14392. This sounds like an issue you should address with the service center. This isn't a degree of issue I've ever seen.
    1
  14393. Quite the opposite. If they were terrible there would be no need for FUD.
    1
  14394. Sounds like you don't have a Cybertruck OR a boat.
    1
  14395. You can't stop progress.
    1
  14396. It still has all the cameras.
    1
  14397. These are my favorite part of the show, and it isn't even close.
    1
  14398. I like it, but I'm excited for Nothing 3. You just KNOW they're going to move the thumbprint reader a smidge higher.
    1
  14399. I was in the same boat. When we moved here the nearest one was about 50 miles away, but we eventually got a card anyhow since we were always in Portland at least once or twice a month. Figured it made sense. Now there's one 21 miles away, and that's a lot more reasonable.
    1
  14400. Works for me.
    1
  14401. I already told you it wasn't why you'd think.
    1
  14402. He isn't haunted, I swear.
    1
  14403. It's inevitable. Might as well be the one doing it.
    1
  14404. The problem I keep running into is whenever I say "the UAW" I get a thousand angry workers thinking I mean them. I don't mean them. I mean the UAW. I mean Shawn Fain specifically. The workers are not the problem, he is. Unless he's their pope, they need to recognize that he isn't infallible. Between the mob mentality at UAW headquarters and the dealerships taking all the profit without providing any benefits, legacy auto is in a real pickle.
    1
  14405. Not the right venue for that.
    1
  14406. That might be worldwide. Looks like it's at about half that, which is still awfully good, and the worldwide figure is what we need to focus on. This shows stronger market potential than my (less current) numbers showed.
    1
  14407. I still have goofs telling me it's half done, even though we know trial production is underway.
    1
  14408. Where do you guys come from, and why do you bring matching talking points? Gas cars are 20x more likely to burn. Straight facts.
    1
  14409. Chinese cars are already here.
    1
  14410. The world moves too quickly these days for plans like that, especially when viewed through Toyota's eyes.
    1
  14411. Most legacy automakers are dying, or facing a $100b price tag to evolve into EVs. It's like investing in playing cards at the dawn of video games. Nintendo survived that transition, but few others saw it coming. If you think Tesla is just a car company, I can't imagine why you'd invest. Wall Street didn't recognize stationary storage until they were already generating hundreds of millions in profit. Their short-sightedness left a lot of room for investors to get ahead of that curve. An even bigger step change may be looming with AI/Dojo, autonomy, bots, and a number of other products. We made a video looking at the dozens of companies within Tesla, and many of them would already have multi-billion dollar valuations if they were separated out.
    1
  14412. Glad you liked it!
    1
  14413. Because the fuel to oxidizer ratio was such that they burnt instead of exploded, I imagine.
    1
  14414. Wrong channel. We do reality here. Sorry.
    1
  14415. I miss Bat Boy.
    1
  14416. You know how dangerous bear cubs can be when they don't get their honey. 😲
    1
  14417. No, I'm back home until next month when I head out to the Tesla Michigan Owners Club event.
    1
  14418. I'm so sorry for your loss.
    1
  14419. Apparently that's on hold, which is unfortunate.
    1
  14420. This isn't the forum for nonsense. I'm sure it fits better on conspiracy minded channels. Does it burn gasoline or not? That's the part that matters.
    1
  14421. Inside out, it seems.
    1
  14422. Can't wait! If my panel isn't going to be made available, I'll try to record it myself for future publication. I'll do my best.
    1
  14423. It's set to public. Hopefully it works. Try this link: https://www.patreon.com/posts/52871777
    1
  14424. That ship has sailed. The market cap is too big now. They could buy a big chunk but going private now looks impossible.
    1
  14425. I'm only aware of the Cybertruck being available with high-nickel chemistry.
    1
  14426. They never said they wouldn't work. They still believe they will, and honest outsiders have no tangible reason to doubt them. There was one specific journalist who kept saying "yeah, but what if?!?" so Elon felt he had to answer the question. IF it doesn't work, they'll offer upgrades.
    1
  14427. Maybe I'll see you at the Muskegon event on June 15th?
    1
  14428. Did we clip 'em bad?
    1
  14429. Kathy Wood says a lot of things.
    1
  14430. Glad you enjoyed it!
    1
  14431. I completely agree with the problem of shifting delivery estimates. I feel like there should be a maximum of ONE change, and it should be from a while out to "it WILL be ready on DATE". The people I've seen who get quick delivery are those who buy cars that other buyers have rejected. Sandy had a video with someone who got almost immediate delivery, and her panel gaps were such that both of them were confident someone said no that car.
    1
  14432.  @helicopterjohns  The lack of customer service strikes me as particularly unacceptable. Then again, I'd argue it would be nice to have a PR department too, even if just so the right people can actually get access to Tesla events.
    1
  14433. But I already TradeMocked it! ;)
    1
  14434. Was that ever in doubt?
    1
  14435. You might want to look up what a Megapack 2XL weighs. The energy density just isn't there for long haul.
    1
  14436. It's not an airport. You don't need to announce your departure. On the plus side, your comment was so vague that I have literally no idea what your actual complaint is.
    1
  14437. The answer I found for this is that it was a necessary step to training v12. V12 didn't only study human driving, but how humans intervened on earlier versions.
    1
  14438. It's a bit of work. I get why no one else has come this far.
    1
  14439. Reddit and Facebook have a hatred that burns far brighter.
    1
  14440. I suspect a 9-10 month build is not going to happen. Shanghai Phase 1 was doable because it was almost entire a single floor building, and much smaller than Berlin or Texas, and even the 2nd phase of Shanghai. Shanghai's 2nd phase where Model Y is built took a year from groundbreaking to first production, which is still incredibly quick.
    1
  14441. It appears Japan has reversed course on nuclear, since they still need the baseline power, and have so few alternatives to fill that gap.
    1
  14442. LOL
    1
  14443. Totally fair point.
    1
  14444. Why say $38 billion when $38 trillion sounds bigger? Why not elenty-k'jillion if we're just making stuff up?
    1
  14445. I've made videos about the variety of trucks on the market, and even interviewed representatives for a handful of them. Trucks, busses, delivery vans, e-mobility, you name it. You can't expect every video to cover every facet. That would take hours, and cover a lot of ground that's already been thoroughly covered.
    1
  14446. That's a really important point about energy efficiency.
    1
  14447. It's the 400% miss on the square footage that really bothered me. Just an unrevised equation I'd copied from the main site tracker where the squares were 2x the length on each side. :/
    1
  14448. There is only one document that was released online, and apparently it wasn't meant to be, and has since been removed from the county website due to concerns over trade secrets. It's still on Google though, which is how I found what's displayed in the video.
    1
  14449. Noted!
    1
  14450. Well I'm just glad you're here.
    1
  14451. Real, though not great. ;)
    1
  14452. It's hard to take both sides of the same argument. It's either FU money or it isn't.
    1
  14453. Jesus didn't drive a Tesla. He drove a Honda, and even talked about it in the Bible. "I did not speak of my own accord..." (John 12:49).
    1
  14454. Have you seen the leeway the FAA grants SpaceX, or the EPA gives to The Boring Company? EV adoption will face setbacks on multiple fronts. The SEC fined Elon $20m under Trump. I'm not convinced anything has changed.
    1
  14455. Are we playing Troll Account or Mental Illness?
    1
  14456. I never get in. The pattern is suspicious.
    1
  14457. We do have that. Just gotta get someone out here.
    1
  14458. Want to know what's crazy? I put that in the description of the first 30 news roundups and YouTube never showed them to you. I'm 116 videos in and this is the first one they let you see, and you clearly have extreme interest in the topic. :(
    1
  14459. Smart move. You've always got the most inventive theories.
    1
  14460. I appreciate that!
    1
  14461. Right on!
    1
  14462. I can confirm your conclusion.
    1
  14463. Totally agree. Wasn't me though, I just got his permission to use the footage.
    1
  14464. I haven't been able to find anything confirming blade battery. If you can find that, it would be greatly appreciated.
    1
  14465. By which month. ;)
    1
  14466. 50% to Model Y production would suggest another 11+ months until first production. Is that your timeline?
    1
  14467. My pleasure 😊
    1
  14468. I'm confident they could add shifts, but we'll see how it goes.
    1
  14469. But you have time to be rude about it? Probably not the best fit for a channel if that's your approach.
    1
  14470. Ooo, good question!
    1
  14471. I used to have a composer for various projects. It's music I bought years ago that I recycled from an old podcast.
    1
  14472. You and me both!
    1
  14473. Bet yer butt I will!
    1
  14474. @Streddaz This is exactly it.
    1
  14475. Me too!
    1
  14476. Enjoy!
    1
  14477. That would take an act of congress, both literally and figuratively. Getting the first EV package through was hard enough with all the 4-wheel lobbyists pushing for it. The 3-wheel companies don't have the kind of backing needed to make it happen. It's a shame the way the bill was written, and this is just one of MANY examples of how they got it wrong.
    1
  14478. They have excess capacity in Berlin and Texas (both could add shifts.) They could build more if there were orders.
    1
  14479. Yes! Thank you!
    1
  14480. Your use case is pretty unique. Very few parts of the country get that cold more than a handful of days per year. You'd probably be better off milking the last miles out of whatever your driving now while the technology continues to improve.
    1
  14481. Seems like the plan.
    1
  14482. Certainly doesn't feel like a coincidence.
    1
  14483. Ya got me!
    1
  14484. One interesting issue I've seen raised on the pre-orders is that not all of them will convert to a sale, and that's true. But in the early days? I think those folks who got in early and placed a dozen reservations will absolutely buy them all when they get the chance, just so they can flip them to other buyers at a premium. I'm confident there are reservation holders who are still years out who would pay a $10,000 premium to get one sooner, plus more who aren't even on the list yet.
    1
  14485.  @Cthulhu19  True, but I'd say both reservation books are in line with how many they plan to build. CT is shooting for massive volume as quickly as possible, while Ford's goal is more about beginning a very long and gradual changeover.
    1
  14486. You are the one lying, not the media. You will only see still images that pretend to make the gesture, but not video. Elon gets video because he actually did it. Run the tape Do it. Do the gesture. Do it in church, at work, on television, at your kids school function. Go on. It's no big deal, right? But don't bring that nonsense in here.
    1
  14487. No, just a guy who later posted a video after going through some stuff. There are real life heroes, but I'm not one of them.
    1
  14488. Thank you so much, Patricia!
    1
  14489. Absolutely true. It's just one of the many layers of security, and why the apparatus overall is effective.
    1
  14490. Wow man, thanks for the shoutout!
    1
  14491. You're welcome!
    1
  14492. Absolutely!
    1
  14493. This definitely feels like a story without experience. They wanted a conclusion and assigned someone to make it fit. I should try to make an honest version of it, because I can already think of a couple reasons, but they're a tad cynical.
    1
  14494. Glad you enjoyed it!
    1
  14495. 10 years at 30k/yr is 300,000. You will only find a handful of taxis with over 200k, and it's not because the drivetrain goes out. It's because the entire car falls apart. Forget the potholes and regular suspension/frame issues, let's just talk passengers. If you only had 10 fares a day, that would be 36,500 people in your car. 20 fares is over 70,000 rides. 1.5 passengers on the average ride gets you to 100,000 passengers and all the wear that comes from it. 20 fares is still only one per hour. I assume you'd expect more than one fare per hour, and these are strangers in what they consider a public vehicle.
    1
  14496. For sure.
    1
  14497. No rumors yet.
    1
  14498. I was expecting to get nothing for an answer on that one, and yet he still managed to navigate it diplomatically.
    1
  14499. Sorry about that. I've updated the font I use since then.
    1
  14500. Oh thanks, I didn't realize VW will be discounting the cost of FSD in Poland. Helpful insight!
    1
  14501. Absolutely. If you have a good worker, you'd be wise to keep them in a new position rather than letting them go entirely.
    1
  14502. The main building at Giga Texas was already around 9m square feet before the south expansion.
    1
  14503. I don't have access to any tools from my control panel to adjust that. Maybe that's something Patreon could address? I've never needed to contact them so I don't know how responsive they are.
    1
  14504. No part of this is relevant to this discussion, and I'd prefer not to have it muddying the waters.
    1
  14505. I'm not aware of one. Do you have some info?
    1
  14506.  @sanytubehd5543  I see your comments. I haven't removed any. Do you not see them?
    1
  14507. Sony ZV-E10.
    1
  14508. That may be something they include, but I'm not aware of that being a primary reason it isn't yet announced.
    1
  14509. Ow, my eyes!
    1
  14510. How would it explode? LFP batteries have the highest thermal safety of any chemistry widely available for automotive batteries.
    1
  14511. It can never be as cheap as a fixed battery. More atoms, more structure, and more weight. A swappable AND chargeable battery will always cost more to make than one that just charges.
    1
  14512. How else is one meant to convey the sheer magnitude of that many fat stacks of crisp, unspent bills? ;)
    1
  14513. I think there's a strong likelihood that you'll be proven right.
    1
  14514. Some of the companies in China makes some pretty compelling cars.
    1
  14515. That is a good point. One axis would be incredibly strong.
    1
  14516. Polestar has room to improve, but everyone I know who has one is plenty pleased with it so far.
    1
  14517. Precisely.
    1
  14518. $45 dollars, or some multiple of that? Was your assumption that a video with 10 million views earns about $4,500?
    1
  14519. You're too kind.
    1
  14520. Those are just in my account.
    1
  14521. That first room is essentially their showroom. The total space on site is gigantic and I only got to see a fraction of it.
    1
  14522. That is a ridiculously fair point I hadn't considered. Surely China wants more production from Tesla in China, and any amount that goes to India (or another Asian country) could be seen as direct financial and reputational competition.
    1
  14523. He is arguably the worst informed member of the Q cult. The things he doesn't know could fill a library, and conveniently, it does. He told his army of ding dongs that I'm paid by Tesla, and that I clearly only get into events because I'm on their payroll. Everyone knows I famously haven't gotten into a single release, reveal, or delivery event, despite traveling to every one of them since 2021 in hopes of a last minute ticket.
    1
  14524. I agree the figures may be high, but if not 2030, then in what year? To me it doesn't matter if they launch in 2024 vs 2028, so long as they actually launch.
    1
  14525. That's not what the contract says. If this is what they're telling you to keep you angry, you should dig a little deeper to see what level of pay is on the table that Shawn won't even let you vote on. It's pretty clear you'd be happy with it.
    1
  14526. Thank you so much!
    1
  14527. Ouch. That answers a lot of questions.
    1
  14528. Thank you! Cheers!
    1
  14529. Thanks Steve. My process is really getting dialed in, and while I'm happy with the finished product, I still see ways I can make it even better, so I hope we can look back in a few months and agree it's still on a nice upward trend. :)
    1
  14530. Neat! Hope it's coincidence.
    1
  14531. Did you read through the comment replies?
    1
  14532. Thanks. Glad you find it useful.
    1
  14533. 200 feet would be terrible, if it wasn't pure fiction. There are only a few houses within a mile of the proposed location. This was a selfish and terrible move.
    1
  14534. I spent a loooot of years trying that. This is as close as I'm likely to get.
    1
  14535. President didn't specify which crimes, he just said crimes. The vast majority of crimes has been graffiti.
    1
  14536. It looks like they wanted to do just that, but Idra preferred to remain diversified.
    1
  14537. And more zest for life as well!
    1
  14538. That's a terrible idea.
    1
  14539. Thank you so much!
    1
  14540. You think it will be another 600 days to completion? My friend, that's a bit nutty for any private construction site. But for Tesla? I mean, come on man.
    1
  14541. There's about a half million. They seem to be everywhere.
    1
  14542. This is under consideration.
    1
  14543. Bob gets it.
    1
  14544. I got a bit of grief for it. There are viewers who only want good news, and I can appreciate that. My objective is to cover it from every angle, good and bad, so we can all have a more complete understanding.
    1
  14545. I think you're right. I wonder what the updated number actually is, since economies of scale suggest it surely can't cost as much to build 60/year instead of the small handful typical of other launch providers.
    1
  14546. Oh for sure. Capacity estimates were requested, so here we are.
    1
  14547. Big if true.
    1
  14548. Gotta make 'em work!
    1
  14549. This cut is all rock. The cost to break it down to a size appropriate for uniform compaction may be too great.
    1
  14550. You know you messed up when you delete your entire account, Frank.
    1
  14551. That would be a bit of a commute.
    1
  14552. Too many valuable components to see that possibility.
    1
  14553. Who is blaming the workers?
    1
  14554. I didn't see any taxis in the wildfires. Not autonomous or otherwise.
    1
  14555. Well, I mean, yes.
    1
  14556. If you struggle to see more than automotive, just look at stationary storage.
    1
  14557. I can't disagree. Without an alternative way to get around, what are commuters supposed to do?
    1
  14558. Without a doubt!
    1
  14559. Soon, huh? Are we talking two weeks, or the end of next year? I ask, because those are the only two timelines we really ever see, and they're stuck on repeat.
    1
  14560. Cool.
    1
  14561. How so?
    1
  14562. Awesome, thank you!
    1
  14563. You're doing it wrong. If you can't even harmonize the FUD in a single comment, how is anyone supposed to take you seriously.
    1
  14564. There have, yes. I saw one yesterday. My son told me it was a bird, but I couldn't identify it, so here we are.
    1
  14565. Are you a fan of Warren?
    1
  14566. You bet!
    1
  14567. Stop wasting my time by not giving me v12. People buying today get this experience, and v11 remains in active development. Previews do not help me.
    1
  14568. I appreciate the encouragement. It's frustrating seeing other channels get that many views for a single video, but in this case, slow and steady may not win, but it at least finishes the race. ;) I'm shocked how supportive the community has been and how growth has remained reasonably steady, despite never having a viral hit. I was just sure that if I didn't get lucky in my first couple months, I'd never make it. I had whole weeks early on where I only gained 5-10 subscribers. I still have big plans for the channel, so we'll see what happens. Thanks for being part of the journey!
    1
  14569. They're saying it so people don't destroy their property. Most people don't know the CEOs of any of the companies they buy from.
    1
  14570. I have brought great shame upon my family.
    1
  14571. Precisely.
    1
  14572. How much revenue do you expect from licensing FSD in 2025?
    1
  14573. People also hate it when we try to talk about things in their countries without first hand knowledge.
    1
  14574. Planning to start coverage of that next month if we get fresh drone footage.
    1
  14575. No, but if you 7 pennies, and 4 more pennies, and 9 more pennies, it does. If you want to see the full spreadsheet with all the equations and hidden columns, it's going to alienate a lot of people.
    1
  14576. I think this is the right take.
    1
  14577. K-Pop makes no sense to me, but the fact that I'm to old and square to get it doesn't invalidate the entire entire industry. They're not wrong, I am.
    1
  14578. No problem! Thank you so much!
    1
  14579. Oh no!
    1
  14580. Neat!
    1
  14581. But why?
    1
  14582. Might want to watch it again. That's over the life of the vehicle based on estimates of miles driven, not a single year.
    1
  14583. It's likely construction is planned to match the increase of cell availability over time. If they had ten under construction, they'd be unlikely to get any of them over 25% of capacity before running out of components. There's also value in getting the production dialed in before building more to avoid costly rework and built in inefficiencies.
    1
  14584. The spreadsheet reflects the stacking, which is typically 3 high.
    1
  14585. You and me both!
    1
  14586. Appreciate it!
    1
  14587. Why though? As a shareholder those make no sense.
    1
  14588. Hello 👋
    1
  14589. Did he actually say they were on board with it?!?
    1
  14590. It does, yes, but not as much as the 2nd comment. Appreciate it!
    1
  14591. It sometimes works.
    1
  14592. Unfortunate.
    1
  14593. You assume people are rational. They aren't. Decades of mistreatment and layoffs and the Big 3 are still the dominant brands you see on the roads of Michigan.
    1
  14594. Try to keep it relatable. ;)
    1
  14595. Correct.
    1
  14596. Good to know!
    1
  14597. That would be wild.
    1
  14598. I'm having a really tough time figuring out the maximum throughput for each satellite. If I could figure that out, the math can get dialed in nicely.
    1
  14599. Wow, thanks!
    1
  14600. We have fun.
    1
  14601. Working on it!
    1
  14602. It wasn't your comment, apologies, but another person responding.
    1
  14603. It's a work in progress, but the future is looking bright.
    1
  14604. Good call. Though I've gotten some varying opinions on this. Do you think first piling is better, or first vertical column? I haven't crunched it to see what the difference would be, if any, but it gets a bit tricky in Berlin where they were unable to sink any pilings at all. Thoughts?
    1
  14605. Thank you so much!
    1
  14606. Thanks for the info
    1
  14607. The drone work is all Jeff Robert's, but thank you!
    1
  14608. Do they?
    1
  14609. Ontario appears to be $1.25 CAD on the low end, which is $3.52/gallon. Thank you for asking me to dig a little deeper.
    1
  14610. The company is in Vancouver, BC. They're called Silent Gardner. See if they can help you out.
    1
  14611. Guess we'll have to find out.
    1
  14612. Right on!
    1
  14613. How would that pump the stock, and how does Elon benefit from the stock soaring prior to his next compensation plan being written?
    1
  14614. No, what I am is impatient with those who confidently espouse that about which they know less than nothing. Stating something is impossible because Kia makes the buying process a miserable, all-day experience just shows they have no idea what they're talking about.
    1
  14615. While agree with you completely, the logical counter to this would be that these packs can't be sold until the CyberTruck line is installed and running.
    1
  14616. Appreciate you so much, for the comments, the watches, the moderation, all of it. Thank you!
    1
  14617. Those exist already.
    1
  14618. You're on the wrong channel, my friend.
    1
  14619. You bet!
    1
  14620. Possible. Likely, even.
    1
  14621. That's a good one.
    1
  14622. Good plan!
    1
  14623. Oh yeah, huh? Where indeed!
    1
  14624. All presidents are capable of great and stupid things.
    1
  14625. That would create a very easy attack vector for regulatory capture and corruption.
    1
  14626. I don't think unionized shops have lower injury rates.
    1
  14627. I understand now. Interesting.
    1
  14628. Awesome! Thank you!
    1
  14629. They've been building cars since December, and it's more like a $3B factory. ;)
    1
  14630. This is the exact example I gave to Tesla Economist when he asked why revenue appeared so much lower than expected.
    1
  14631. You're very welcome!
    1
  14632. Ha ha! Don't have any shot, and nothing on the calendar to get back on the road, so it may be a while. The on-location videos are not in high demand, unfortunately. :/
    1
  14633. We should eschew such defeatist thinking. We're better than that, and so are they. They know that their AI needs to be trained on the sum of world data. They can attempt to put guardrails on it, but those historically fall apart. The bigger thing is that Deepseek is open source, meaning you can download it to your own computer, disconnect that machine from the internet forever, and run it independently right there. Either it works or it doesn't, and it appears that it does.
    1
  14634. On the site, yes, but not on the original permitted plot, which is the only part we're able to track.
    1
  14635. If yours has LFP batteries, I believe 100% is as good as any other charge. For NCA/NMC batteries (in all the LR & P models) it appears 80% is the preferred amount.
    1
  14636. Glad you enjoyed!
    1
  14637. Those are in there.
    1
  14638. You're asking a political question on a non-political channel. You might as well be asking about silicon doping a cathode on a political channel. It's the wrong venue.
    1
  14639.  @Unitedflyier  Unions are much more common in Germany. Nearly universal really. I can't imagine they'll back down, nor that it will cause any problems with moving forward at the site. This was all well understood by the suits at Tesla before they selected Berlin so I'm not worried about it.
    1
  14640. Based on...? When do you think it will be completed?
    1
  14641. All the Marks I know are okay. ;)
    1
  14642. Jesus dude, you HAVE to watch the video first. You sound pretty out there when you try to guess what's being discussed.
    1
  14643. I think they will, but it's nowhere near as close to today as they've been telling their investors for years.
    1
  14644. I'm learning so much!
    1
  14645. Glad you like them!
    1
  14646. Good catch. My fabrication experience was long enough ago that laser cutting wasn't as much of a thing.
    1
  14647. You get paid to work at Google. I work at least 40 hours a week, but but I'll tell you straight up, a janitor at YouTube gets a bigger check from them than I do. YouTube's policies are opaque, the way they treat content creators is arbitrary and almost universally without recourse, and building a business based on them is dangerous. They have a monopoly and they absolutely act like it. It's frustrating. Could you imagine if some days they paid you your full wage, and other days it was 10x less for no discernible reason? You did just as much work, but they decided they didn't want to show it to anyone, so they only paid you a fraction. YouTube decides how many people see a video, and they decide which ads to put with it. Bigger channels get the better ads with better rates because they want to keep those creators happy. I get that. It just makes it really tough to grow a channel, and really to even survive.
    1
  14648. Had a guy tell me just yesterday that he'd never buy one because you have to stop to charge for 45-minutes every two hours... um, no. Maybe if you had a first-gen Leaf, but they Taycan crossed the country while spending only 2.5 hours charging. Still not as quick as gassing up, but plenty quick.
    1
  14649. @TheTunneys Simply the best!
    1
  14650. It was an overly aggressive AI noise cancel system. This was the last video recorded where it was employed in that manner. There have been a bunch since then where I was able to use it much more gently and effectively since then (maybe a dozen videos) where it isn't noticeable at all. My apologies and I thank you for your patience and understanding while I was still working out the kinks.
    1
  14651. No, you're thinking of humans. They're terrible. Very easily distracted and accident prone.
    1
  14652. Feels like the future.
    1
  14653. Similar in 6th day. No wheel on highway, wheel comes back when it's your turn to drive.
    1
  14654. Thank you for the clarification. This is clearly tech stuff most won't have the background to know.
    1
  14655.  @bobhilder1469  Appreciate that!
    1
  14656. Appreciate that. You're a huge resource to the community.
    1
  14657. I would invest time correcting them, but I'm just busy putting out my battery fires every day that I can't spare the time.
    1
  14658. I know you're capable of making your points without coming across as hostile.
    1
  14659. They don't think they're overpaid. They've offered to pay more. Shawn Fain said it's not enough. He won't even put it to a vote.
    1
  14660. You joke, but there are dishonest people employed by companies with a vested interest in seeing Tesla fail who parrot such things without a hint of irony.
    1
  14661. Shanghai appears to top out around 1m. Berlin is likely in the 750-800k range. Texas will be 750-800k plus whatever CyberTruck winds up being. I expect that to be another half million.
    1
  14662. There was no time, but I'm sure I'll be back.
    1
  14663. I don't think anyone outside the company knows what will finally be implemented, and honestly, it wouldn't surprise me to find out that even they aren't certain. The trick with road sensors is that the approach Tesla (and really everyone is taking) is more akin to putting on shoes, where asking every city, state, and country to implement sensors would be like carpeting the world. When remote sensors fail, where does that leave the cars? Safety margins would be built in, but then other sensors fail and you're back to not moving. Vandals would love to target these for fun and more serious reasons. And then the question is who would pay for them, which standards, and all the ongoing maintenance and management.
    1
  14664. Thank you kindly!
    1
  14665. Let me know if you figure it out.
    1
  14666. I didn't hear that. Is that true?
    1
  14667. Your mother was a hamster and your father smells of elderberries.
    1
  14668. Any word on that?
    1
  14669. Not sure.
    1
  14670. Bro. Take it to Facebook.
    1
  14671. Very welcome Greg.
    1
  14672. @parajacks4 That's the big question. For Ford to switch entirely to electric versions of their F-150, those 900,000 trucks would represent about 1/3rd of current global production. They have a battery plant in the works with SK, but SK only makes a fraction of what Ford needs worldwide just for the truck, to say nothing about the cargo van and all the other models they'd need to electrify. Batteries are still the bottleneck, and you can build all the factories you want, but if the raw materials are in short supply, it's not going to help.
    1
  14673. Exactly!
    1
  14674. They can, but I'm not sure they'll need to. At the very least I think it would be a few years of full production before we need to worry about it.
    1
  14675. Glad you enjoyed it! It was really great having you guys on the panel, and I hope I added some value with the edit.
    1
  14676. You okay, David?
    1
  14677. A trip to China could be infinitely long. There's just no end to the EVs there, and I'm not sure how many robotaxis I'd get to see.
    1
  14678. Is it not?
    1
  14679. Ouch. All true, but ouch.
    1
  14680. Won't even need vision if Grok is tied to your account.
    1
  14681. Doesn't explain the deep discounts.
    1
  14682. Those are the posted hours, not the actual ones. When there's a delivery crunch, they do what they gotta do. When the credit was phasing out in the US they had popup delivery events at the factory.
    1
  14683. Ha! Love it!
    1
  14684. That profile pic... I mean... wow.
    1
  14685. You're 8 months too late. All the problems I shared have since been proven by the astronomical warranty accrual and payouts.
    1
  14686. Thanks for watching!
    1
  14687. Nobody is mad, sweety. Were just disappointed.
    1
  14688. Has he? Because those agencies have been breathing down his neck a hell of a lot longer than the years.
    1
  14689. What a peculiar thing to type.
    1
  14690. You bet! Thank YOU!
    1
  14691. My filters are aggressive and only catch about a third of the HUNDREDS that pour in daily.
    1
  14692. Teslascope says about 16% of cars now have v13.2.2. I'm not in the early access program, but I got lucky being close to the front of the public wave.
    1
  14693. Wow, thank you so much!
    1
  14694. Thank you kindly!
    1
  14695. I just updated it, thanks!
    1
  14696. Which testing have you seen?
    1
  14697. Wow. Crazy and not too bright either. Unfortunate.
    1
  14698. That doesn't work here.
    1
  14699. Post a video. Plenty of people showing theirs driving for hours without intervention, but nobody is showing failures like you describe.
    1
  14700. Lies are a whole lot easier to share than facts because lies have no boundaries and require very little effort.
    1
  14701. To a degree, certainly, but Ford gets vastly better headlines than GM despite them both spending about the same amount on advertising.
    1
  14702. Some will. Some already do. Some let strangers sleep in their homes.
    1
  14703. I am excited.
    1
  14704. When do you see mass production?
    1
  14705. Bias is a verb or a noun, but you botched it in both cases. A person can BE biased, or HAVE biases, but they cannot BE bias. That's abuse of the language and I have no time for it. Batteries shouldn't deteriorate. A Tesla recently died and went up for sale for $10,999 because after 304,000 miles, the battery finally failed. A swappable battery introduces all kinds of weight and other inefficiencies, and for what, because you can't trust Nio to make a battery that doesn't fail in the narrow window between the federal minimum 100k miles, and the likely demise of any vehicle at 150k miles? Math it out, my friend.
    1
  14706. That's like saying Tesla shouldn't have a PR department. There are pros and cons, but at some point you have to take the gloves off and remind the ding-dongs of what reality actually is.
    1
  14707. If by "design" you mean the look, the early feedback is strongly positive. If you mean the actual design, I have to conclude you didn't see the sub-surface changes to the Highland, which this is expected to match. The range is in the sweet spot consumers actually want. There are plenty of 400-500 mile EVs on the market, but they don't sell in meaningful volume. Same with charging speed. Of all the endless means of mitigation, the only one everyone agrees is worth it is home charging.
    1
  14708. It doesn't. It's up massively over the past year.
    1
  14709. Beyond my scope of research.
    1
  14710. If he knows this channel exists, he's done an exceptional job of keeping it to himself.
    1
  14711. He was the most qualified for the job.
    1
  14712. Without a doubt.
    1
  14713. Thank you so much!
    1
  14714. Fair. How do you feel about XPeng's claims that we've been unable to substantiate, despite them being the sort of thing you'd expect to see countless first hand accounts of?
    1
  14715. Car pricing is normalizing. Their model is likely to survive.
    1
  14716. Cargo space is part of it, but the length also improves the aero profile.
    1
  14717. His face is on the thumbnail. Why did you even click if you don't want to see him?
    1
  14718. I hope so!
    1
  14719. Glad it was helpful!
    1
  14720. 150 pounds would be a nice improvement.
    1
  14721. Thanks for subbing!
    1
  14722. The overlaid animation is the part that shows the actual pace of production for Q3. It would be quicker if I only showed September, but I figured going by the whole quarter was a more honest representation.
    1
  14723. Thanks 👍
    1
  14724. Interesting. I think in 3-4 years the parts shortage will be solved, and Tesla will be able to sell any configuration in any market. Can't imagine how nuts the sales will be at that point, but I'm here to watch it.
    1
  14725. Wait, really?
    1
  14726. Because as everyone knows, correlation ALWAYS indicates causation.
    1
  14727. You got it figured out. Why can't thre competition understand this?
    1
  14728. Thanks so much!
    1
  14729. Depends entirely on the decision, I guess.
    1
  14730. Great perspective!
    1
  14731. Thanks for watching!
    1
  14732. Dinosaurs didn't know better, but maybe humans will figure it out. Evolve or go extinct, it's just that easy. Maybe you hate a particular brand, but all truck makers are already moving in this direction. Besides, nobody wants to be behind a big rig crawling up a hill, or breathe those brake dust particles, or listen to you jake braking at 3am. Time to open your mind, my friend.
    1
  14733. That might prove a challenging interview to secure.
    1
  14734. You have to wonder how far up the Toyota ranks you have to go before you reach someone who actually knows the real plans, because the PR people clearly don't get that information. Well, maybe you don't wonder, but I certainly do. 🤔
    1
  14735. If it leaks your data, it can do just as much harm. Don't mistake the size of a device for its potential.
    1
  14736. I'll take the under. 99% of the people here will take the under.
    1
  14737. That's a good catch right there.
    1
  14738. You're not $35T in the hole. Whatever hole we're in individually are our own. The factors you're listing sound interesting, but they're largely disconnected from each other, and certainly from our own lives.
    1
  14739. I don't have to like something for it to be a good point. 😉
    1
  14740. There isn't enough demand to run 19 hours.
    1
  14741. Unfortunately my Bat Phone is out of order, but I'll keep trying.
    1
  14742. You bet!
    1
  14743. Very weird.
    1
  14744. Does he have a car at all though?
    1
  14745. Very much so!
    1
  14746. Can you define that for me.
    1
  14747. People trade money for air all the time. Rents are cheaper close to the highways and factories. Politicians get a lot of money from fossil fuel interests.
    1
  14748. Maybe! Will have to see. And if not, maybe someone will join the network before then.
    1
  14749. It really is a good channel. Please don't hold this one lackluster bit against them.
    1
  14750. It makes me sad. I was rooting for the Mach-E. It seemed like a really capable, competent, even competitive first (serious) effort. This goes to show that even legacy carmakers can't just flip a switch and move over to EVs. It's a whole different tech with entirely different necessary skills that they all apparently lack in-house. :(
    1
  14751. @LanceyKersti Completely agree. Ford & Stellantis have already offered more money, so it's clear that much is not even up for debate.
    1
  14752. You okay there bud?
    1
  14753. I hope this isn't your job, because that kind of 2018 fear, uncertainty, and doubt doesn't sell around here. My viewers know the reality. The grid is capable and sound, and EVs are actually a net benefit. The China doom thesis has been going strong for 20 years, and they've had their dips, but they remain strong. Regardless of their stability, gas cars are not coming back to China, or Sweden, or Finland, or any of the other countries where adoption has passed 20%. EVs aren't the future, they're the present. Gas cars are going the way of the horse and buggy, and almost as quickly. You don't have to get on board, but you will eventually, because they're already better, and at some point even you will figure that out.
    1
  14754. Glad you liked it!
    1
  14755. No NACS today. It's gonna be a while still.
    1
  14756. Beats a render.
    1
  14757. You could also argue that those of us who haven't had any losses might not have the most diverse perspective. Smart people learn lessons from mistakes. There are a lot of ultra-bulls who are consistently wrong, but they still get respect.
    1
  14758. Not really something within their control.
    1
  14759. No, you just won't see old growth. It's all still forest here.
    1
  14760. If only their engineers were as clever as their marketing department.
    1
  14761. I imagine that's for legal reasons.
    1
  14762. Fingers crossed!
    1
  14763. I appreciate that! I'm always working on the next one, and since it's a four day weekend, it should be up late tonight. Pretty proud of it, but putting the graphics together is kicking my butt!
    1
  14764. Nowhere indecent. It's somewhere on my left arm... wait, that isn't indecent, is it?
    1
  14765. All true. The timing is right for the convergence of the tech. No one else appears to be working on a general purpose, low cost bot. It will be interesting to see.
    1
  14766. They seem to have the tech, the production capacity, and the cash to make it happen. If they get a US factory running and ramped, it will be huge.
    1
  14767. @theolich4384 That would be my bet.
    1
  14768. Elon has historically supported candidates from both parties, though mostly the Dems. That never stopped the attacks. I don't think it's political so much as greed. There's good money in poo-pooing anything Elon, and these kinds of authors prove it. Why else would he intentionally and dishonestly conflate SpaceX and Tesla?
    1
  14769. That's my understanding.
    1
  14770. It closed up today. Dow & S&P are basically flat for the week, even counting the handful of massive gainers.
    1
  14771. The Connors love new cars, and rarely keep them long enough for serious problems to materialize. If he has a problem, he'll get it fixed under warranty, and I can't imagine he'll keep the car all that long. Those lucky ducks are always upgrading to the latest hotness.
    1
  14772. Hadn't even considered that. I wonder if they'd be required to first make sure all humans are out.
    1
  14773. You're surprised an EV channel considers EVs the top priority?
    1
  14774. Fingers crossed!
    1
  14775. Nuance doesn't fit well in a thumbnail.
    1
  14776. That's the massive benefit of being able to get out on the road. These videos don't always perform as well as the in-studio shoots, but if you follow me, you're gonna get some veggies on your plate to round out the diet, even if they aren't everyone's favorite part of the meal.
    1
  14777. The channel was hacked on Monday. The restoration process pushed the thousands of videos published back out as brand new. Apologies for the chaos, it wasn't inentional.
    1
  14778. If you were wondering, surely others were as well.
    1
  14779. Without a ramp I think it would be very inefficient.
    1
  14780. Your obsession with woke is unhealthy.
    1
  14781. Welcome back! When the stock is down, views are down, but I'm still here. 😉
    1
  14782. Interesting insight, thanks!
    1
  14783. You should do an overnight test drive before saying such things.
    1
  14784. As opposed to what?
    1
  14785. Now that is comedy!
    1
  14786. It's unfortunate. You may think you're too broke to afford an EV, but buying a gas car now is like going to a payday lender. Great, you have a few bucks in your wallet, but it's gonna eat you alive over time.
    1
  14787. That's my thought as well. We know they focus on one model at a time, and their plate is pretty full right now.
    1
  14788. Fair point. Even for folks who file as early as possible, there's still going to be a lag before those funds come back. I imagine those planning to put more than $7,500 as a down payment won't mind, but that's far from everyone.
    1
  14789. It's from "It's Always Sunny in Philadelphia".
    1
  14790. Watch more videos. Bear's Ford was literally seized by Border Patrol because his renters on Turo used it to do exactly that. Nothing fancy or evil about it, just a thing that happened we discussed on an earlier show.
    1
  14791. If you're unsubscribing because you didn't get the joke, there's nothing I can do about that, and I wouldn't want to try.
    1
  14792. If you're wrong, you'll at least be in good company.
    1
  14793. Showroom car maybe?
    1
  14794.  @timboatfield  Sounds about right.
    1
  14795. 1987.
    1
  14796. That's a gas car. It has a tailpipe.
    1
  14797. That video comes out in a few days.
    1
  14798. Glad you enjoyed it! There are a couple comments where drivers shared their outlier experience which on the surface may seem to negate the savings, but a closer look (again, with the math to back it up,) still shows it's a significantly better deal.
    1
  14799. Didn't realize I was doing it. Wasn't being cute, was trying to concentrate.
    1
  14800. Did I? Because Elon did an interview that week from inside Giga Texas, and you can see a Model Y on the production line behind him. Test production indeed appears well underway. Remember, when Giga Shanghai entered full retail delivery production, they were still sourcing NINETY PERCENT of their parts from Fremont and elsewhere. These early vehicles appear to be more like 60-70% localized. The skepticism is welcome, the random hostility not so much. Remember there's always another person on the other end of these things.
    1
  14801. Glad you liked it!
    1
  14802. Many many thanks!
    1
  14803. Hope not. If he does it will m6an the end of the Big 3 and any possibility of US trade independence.
    1
  14804. What makes the cards illegal? That's the part I've never understood.
    1
  14805. But why?
    1
  14806. It's difficult at times, but not impossible.
    1
  14807. Wouldn't it though? I don't get those people, but I don't think they get themselves either.
    1
  14808. Here it is guys. This person is giving you financial advice. Get yer lawyers ready.
    1
  14809. There are plenty of videos of it performing flawlessly, but these experiences exist as well.
    1
  14810. Thanks 👍
    1
  14811. Not sure what this means.
    1
  14812. No one else has. The rest of the world's rocket scientists are still struggling to catch up to where SpaceX was 9 years ago.
    1
  14813. Oh dear. And he didn't push back on that, so I'm guessing he knew he was cooked.
    1
  14814. That's a funny visual.
    1
  14815. Might have been. Ask my gear is able to do it, it's just that I usually use mics and mix them down for balance.
    1
  14816. Yeah.
    1
  14817. You're welcome!
    1
  14818. Appears so.
    1
  14819. Much appreciated!
    1
  14820. I was pretty proud of it. Look at the condition of some of the roads in the US and imagine how much more difficult it can be to keep the busiest roads in good condition in a higher density country. It's not an insult to India or the people of India, it's just a reality of transportation.
    1
  14821. No you won't, that's the problem. You've already made up your mind without evidence based on a series of accusations that defy logic, reason, and any kind of critical thinking.
    1
  14822. Even Lucid agrees. They had projected to be at a 90,000 unit run-rate by now.
    1
  14823. Neat! Keeping 2 juiced up would be harder, but you still make it work. That's fantastic news.
    1
  14824. They've done this for years. It's only for special events.
    1
  14825. You got lucky. You know very few cars do that. It's extremely rare, but it does happen. How much does 8-10,000 gallons of gas cost?
    1
  14826. He's on salary for Toyota. Very terrible indeed.
    1
  14827. New one to me.
    1
  14828. So cool!
    1
  14829. Whoever told you that knew they were lying.
    1
  14830. Glad you enjoyed it!
    1
  14831. THERE CAN ONLY BE ONE!
    1
  14832. Semis pay relatively little in registration tax, but a lot more in gas tax since they're consuming so much of it.
    1
  14833. 140,000 gallons a day is quite a lot. Tanker trucks hold 2,000-4,000 gallons, so that would be 35-70 trucks.
    1
  14834. There are some gaps remaining that I just assumed were coming later, but this move has me concerned about that.
    1
  14835. Glad you enjoyed it!
    1
  14836. Entirely possible.
    1
  14837. I doubt it will be that many, or that quickly, but Ford and GM are already planning accordingly. The battery factories they fought so hard to unionize will not be owned by the Big-3, so all they won was a smaller company. GM already shelved plans to build the EV Silverado, Denali, and Equinox until they can figure out a place to do so profitably. They overplayed their hand. They won the battle in a way that ensures they lose the war.
    1
  14838. Did you not see this morning's video? I drive hours yesterday to get up close with the Model Y refresh. Do you watch those or only the ones you dislike?
    1
  14839.  @1Snouser  I'd wager the semi has already entered production, and done so with 2170s from Giga Nevada, since that factory isn't yet producing 4680s that we know about.
    1
  14840. I'd say under 90.
    1
  14841. Quiet, bacon, we've got fish to fry!
    1
  14842. They changed the coolant used in the cables to prevent freezing. They can work down to much lower temps, but only with appropriate fluids. If my neck of the woods got that cold, which it doesn't, we might have a similar problem.
    1
  14843. It's almost like I know what I'm talking about sometimes.
    1
  14844. I haven't seen any compelling evidence of hundreds of thousands of cars rotting in China, and I've looked. That would be an amazing story if I could make it without mortgaging my soul to the clickbait-hungry YouTube algorithm. I've seen all the pictures, and I can't come up with a number higher than 2-3,000. That looks like it was an attempted tax scam where the rebates were worth more than the cars. Those were likely just $3,000 shells with a VIN they could register for a tax credit worth more than that. If they could ship those Broncos, they would sell them. The only reason they appear to be sitting on dealer lots is the insane markups those floppy spatulas are trying to charge. If their allotment doubles overnight, the price will fall, and the sales will resume. If they sell them at MSRP, they wouldn't have anything left on the lot to sell. That's my belief anyhow.
    1
  14845. Very welcome!
    1
  14846. The article is unsourced and it's the only one making that claim. That doesn't rise above the level of rumor to me.
    1
  14847.  @disturbed4733  They did not. They are also echoing that same first report from Automobilwoche which was based on an anonymous source.
    1
  14848.  @disturbed4733  You're not belaboring the point at all. ;) It's to get the incentives. Existing battery plants don't qualify, only new ones. Germany is offering 2.9B Euros for companies to build battery factories. Their cut of that will be substantial. The plan has been to supply from Kato Road until the Berlin 4680s come online. I suspect they've been stockpiling batteries for months.
    1
  14849. Thanks so much!
    1
  14850. Right? A difference without a whole lot of distinction. The extra strength provided may not be needed for many applications, but it does suggest it will have far greater strength than other pickups.
    1
  14851. Taller than a lot of people realize. Not at my desk right now but I want to say 80 feet.
    1
  14852. See you there!
    1
  14853. Glad you enjoyed it!
    1
  14854. @SetTheCurve They are.
    1
  14855. The people I've seen who most strongly oppose it used to admit they weren't shareholders. While there will be plenty of shareholders who vote against it, it's not necessarily the most likely outcome.
    1
  14856. I'm here to do coverage. If they want to guide me, that would be awesome, but I'd be a fool to let someone else's whims dictate my success. Sometimes you have to make your own luck.
    1
  14857. You shouldn't count that when they have no plans to make 20k trucks a year. According to them, they don't plan to make more than a few thousand a year.
    1
  14858.  @stevem3439  yes, but I don't see it happening this year.
    1
  14859. It's not for me, but these are the colors I like to see at a car show.
    1
  14860. You too! Long overdue and so much fun. Hope you like how it turned out.
    1
  14861. Thank you kindly!
    1
  14862. You okay?
    1
  14863. Thank you kindly!
    1
  14864. Not sure yet but I'm hoping to offer merch in time for the giveaway. Seems like more fun than gift cards. ;)
    1
  14865. Exactly.
    1
  14866. They had no factory, no prototype, and no office when he came on board. If money was enough to get him where he is, why couldn't all the others who had vastly more money just do the same thing but better? You're trying to be clever. It doesn't work here. Not with that tired material.
    1
  14867. How much efficiency and power production would you sacrifice for this?
    1
  14868. To hell with 'em.
    1
  14869. I wonder about this. I was just sure that when DVR/TiVo became common, hidden gems on smaller channels would mean the end of network TV garbage. It wasn't, but infinite streaming seems to be doing the job now. One problem is that they do have real, serious, high quality reporting that you will really struggle to find on YouTube. The biggest Tesla channels typically just read the news or play clips from the news without doing any deeper digging. If the mainstream news is gone, what would their sources even be? I have a pretty expansive network of sources now, but I still rely heavily on news reports. The thing with quality reporting is that it's expensive, and you can easily invest hundreds of man-hours to come away with only 10-minutes of finished product. They have a 24-hour news cycle to fill, so it gets buried beneath a mountain of talking heads just sharing what they reckon. Same problem on YouTube. Same problem on this very channel! The construction update videos are very high quality and generally require about an hour per minute of finished footage. They don't perform better than a video I spend an hour researching, 15-minutes recording, and 30-minutes editing. I used to do the deep edits almost exclusively, but the channel simply refused to grow. Years of that resulted in fewer than 20,000 subscribers. Since switching to daily, the subscribers have almost doubled in about 4 months. Very frustrating.
    1
  14870. The story never made sense.
    1
  14871. Dafuq is electricity if not fuel as it pertains to an EV?
    1
  14872. Steel is not mushy.
    1
  14873. Indeed.
    1
  14874. 6 people and 3 dogs would be too much, even without luggage. It would be pure chaos!
    1
  14875. Yep, it's just me. Glad you like it!
    1
  14876. Entering production is outrageously expensive, and I don't believe they have adequate funding for that yet. I suspect the higher volume will be needed to get their costs low enough for it all to pencil out.
    1
  14877. You nailed that one! Yep, lots of interior work being done with lifts from the ground outside.
    1
  14878. That's an interesting approach.
    1
  14879. I absolutely do not. No obvious spots for a loading/logistics lot. Maybe under the power lines or on the other side of the highway? What's your guess.
    1
  14880. I appreciate you!
    1
  14881. That makes it tricky.
    1
  14882. I'm here for the journey, so that's enough for it to be worth my time. I'll be at the Oregon Electric Vehicle Association meeting tonight at Polestar in Portland at about 6:30 for the 7pm meeting. It's open to the public, so swing by if you get a chance.
    1
  14883. Careful with that misconception, it's an antique.
    1
  14884. You think replacement wheels are $75?
    1
  14885. Same quarter is a better metric in my book, but if it comes in under Q2 it will be framed as a drop, even by credible analysts.
    1
  14886. That's the hope, and a reasonable conclusion. It seems clear to me there are limits to what heuristic coding can accomplish.
    1
  14887. Always!
    1
  14888. I'd love to see how you put your estimates together. :)
    1
  14889. Really unbelievable.
    1
  14890. Protective tape. The color choices is pretty interesting.
    1
  14891.  @travelingteslastyle765  YouTube never showed it to them. It's impossible to know what we can't know because we never saw it. :(
    1
  14892.  @travelingteslastyle765  Interestingly, they issued a copyright strike against my channel this morning for posting the event they allowed me to come and livestream for them... not sure what the heck that's about. Maybe I did offend someone there and never heard about it.
    1
  14893. You okay there little buddy?
    1
  14894. That sounds a lot more reasonable. 100gWh from a space that small would be challenging.
    1
  14895. https://www.arcimoto.com if you mean the 3-wheeler. The new one is called the Mean Lean Machine (MLM) and you can pre-order with a $100 fully refundable deposit. Take care, Jack!
    1
  14896. I had the opportunity to talk with a couple of the people who were contracted to get that first semi running. They're from a shop in Portland that will electrify any vehicle you want. They were always wary of Nikola, but when the big demo came and Trevor said it drives under its own power (which it absolutely did not,) they jumped in the car mid-show and headed home. They backed out of their agreement right then and there.
    1
  14897. You got me there. I mean, a frame? It's just never been done before... right?
    1
  14898. That's the unique luxury Ford and some of the bigger players enjoy. They don't need to raise capital to fund EV expansion as long as they still have positive cashflow overall.
    1
  14899. Wonder if they'll keep the Jaguar name for international markets. If not, you have to wonder why they bought it in the first place.
    1
  14900. My suspicion is that they were required to use concrete there for some reason, even knowing they'd have to tear it up later for construction. The theory is that they're going to build something there.
    1
  14901. Are you suggesting Tobias isn't being honest? He shot that last Friday or Saturday, as I understand, and I edited it Sunday night.
    1
  14902. In which country are they losing most of their incentives?
    1
  14903. How?
    1
  14904. You know a whole lot of companies have abandoned Lidar, right? And cars with Lidar do not have higher real world safety stats. You should look into it, it's all well studied.
    1
  14905. Glad you enjoyed it! A few more in this series to come.
    1
  14906. Have I?
    1
  14907. Haven't driven it yet.
    1
  14908. You're not wrong.
    1
  14909. I was supposed to be a million square feet. https://www.prnewswire.com/news-releases/nikola-corporation-breaks-ground-on-coolidge-multi-product-factory-4-0-manufacturing-facility-301098901.html
    1
  14910. It's not an unreasonable assumption. Though I wonder how they would handle the "rent" for it, since there's a potential for conflict of interest. Though if they just go with whatever the prevailing market rate is, it shouldn't be an issue, and it would benefit both companies to have him so readily available. You know Boring Company is headquartered in Pflugerville just 20-minutes away, so that's also helpful.
    1
  14911. They already would be if they stopped focusing on nonsense.
    1
  14912. Appreciate that!
    1
  14913. Good point!
    1
  14914. Risky!
    1
  14915. All AI is a simulation. The delineation you're suggesting isn't meaningful in the context. If it learns to write poetry unprompted, it doesn't mean it's a better driver.
    1
  14916. It's no more a free speech platform than it is a content creator revenue source. Speech is still restricted, it's just that what's allowed is now slightly different than it was before. Kanye got his account back, only to get kicked off again a day later. Certain types of political speech are restricted around the world. And those big checks we've been seeing going out to some of the top names on Twitter are a fantastic marketing campaign, but little more. It's a reward given only to the people who are happy to invest their entire waking lives to Twitter regardless of pay. Anyone leaving Threads thinking they'll make money on Twitter is going to discover it will be at least three months, they'll have to pay for Blue immediately and indefinitely, and getting the 5m engagements for 3 straight months is exceptionally difficult. I'm on Twitter every day, and have been for years. I'm always posting and commenting, and have thousands of followers. I will need to increase my engagement by almost 10x to be eligible. I'm not complaining because it's somewhere I'm already posting for free, but 99.9% of new people coming in thinking they'll be the next one showing a $5k paycheck are going to be disappointed, while all thousand of them will be paying $8/month for their shot at the ring.
    1
  14917. Entirely possible, but even at today's share price it would be prohibitively expensive, and as shares are repurchased (and removed from the total count,) and the revenue keeps climbing, the buybacks will get increasingly expensive. Tesla would have to buy back HALF the shares.
    1
  14918. Chinese developers are doing fantastic work, but now that it's possible to compare the systems head to head, there's no clear leader.
    1
  14919. Thank you so much!
    1
  14920. If you watch this video and it doesn't alter your understanding of the fundamentals, you get to own that.
    1
  14921. Glad you liked it!
    1
  14922. What a fantastic side business.
    1
  14923. They don't sell them anywhere I've been, and I travel a lot. Six countries this year, and only for sale in one, and nowhere close to where I was. Their sales outside of china are deeply concerning.
    1
  14924. Classic Top Gear was something special.
    1
  14925. More time = more people will pass from all causes. I've talked to a number of reservation holders who have said they really hope they live long enough to get a Cybertruck. That's not ideal. Expectations were set unrealistically.
    1
  14926. I think it's more that supply chains are complicated and politicians just don't understand how critical it is overall. It's easy to support or oppose ONE mine, but mines are needed overall.
    1
  14927. He's one engineer. I brought two. 🤨
    1
  14928. Thank you kindly!
    1
  14929. Wrong on every point. Stock options are taxed as ordinary income per IRS rules. That's why he paid $11b a couple years back. And he doesn't get them for free. He gets the right to buy them at the 2018 price.
    1
  14930. Who on earth would pay for negative press on a company that isn't even doing business? That doesn't even make sense.
    1
  14931. More to come!
    1
  14932. The channel was hacked on Monday. The restoration process pushed the thousands of videos published back out as brand new. Apologies for the chaos, it wasn't intentional.
    1
  14933. That's not very sound math. You should double check it.
    1
  14934. Not really. PR mostly deals with the media.
    1
  14935. Is there? Because other companies around the country seem to be getting their parts from the Midwest just fine.
    1
  14936. That was the dream alright.
    1
  14937. 2016 with 96k miles. Only got $5,400, but part of that was because it had an accident on the record I was unaware of when I bought it. Could have gotten more from Carvana, but that's a whole extra hassle, and in Washington you don't pay sales tax on the difference of your trade, so that bumps it up by 8%.
    1
  14938. Um...
    1
  14939. Maybe so.
    1
  14940. Only on some of them, but you're still likely correct. That doesn't mean there isn't information to glean from it.
    1
  14941. I believe all models will be the robotaxi.
    1
  14942. That I believe. That isn't the claim I'm pushing back on.
    1
  14943. On top of the other great replies, they have scale. Nobody has even considered building bots in the millions, so their build costs have been unreasonable. Boston Dynamics doesn't care that their robo dog costs $50k, and have no apparent plans to simplify it to reduce the cost.
    1
  14944. My job is to ask the questions, not demand the answers. The answers are all there. Even non-answers are revealing.
    1
  14945. You can REpaint a car with less than a gallon. Starting from bare metal requires a primer and often more than one coat. I will trust your judgement that my research may have erred on the high side, but considering all the surfaces that require paint, I'm confident it's far more than a gallon to do it from the factory.
    1
  14946. I wonder what all the factors are that are considered by the various underwriters.
    1
  14947. Thank you! Cheers!
    1
  14948. Herbert is the definition of even keeled to me. 95% compacted fact base with a fine coating of probative speculation clearly on the top.
    1
  14949. There's never been any indication I've seen of a pass-through.
    1
  14950. HOW?
    1
  14951. Thank you! Spent years putting it together. ;)
    1
  14952. Coiling introduces stress which accumulates over time. The wear likely costs more than the handful of odd repairs.
    1
  14953. Glad you think so!
    1
  14954. Time to retire that one.
    1
  14955. I don't think it's fair to cite Tony Seba, since he's pretty obviously a time traveler. ;) To your example though, "But Ford has computers in their cars, surely they CAN make the best gaming computer ever!" I mean, yeah, maybe. They could certainly throw a ton of money at it. Brand loyalty alone would sell a bunch right out of the gate, but like you suggested, they would be very unlikely to stack up, especially in their first few iterations. The complaint that Tesla struggles to actually get cars into production compared to legacy companies is entirely valid. They absolutely struggle with this. It's not among their core competencies, and folks like Ford should be damn grateful for it. If CyberTruck came out this month and began it's ramp, Ford would be at a significant disadvantage. Not just in terms of truck sales, but because it would mean they are already on to tooling for their next vehicle. I believe that the bottleneck on every upcoming model is batteries. They've got it sorted on the existing models, but the supply is finite and everybody wants them.
    1
  14956. Sodium batteries have stalled because the lithium supply chain caught up and prices have normalized.
    1
  14957. I'll take a look.
    1
  14958. Maybe. I get press releases from other companies, but somehow not from GM.
    1
  14959. Appreciate the clarification.
    1
  14960. Gotta dream big.
    1
  14961. No, but you can draw it on with a Sharpie if you meet me. NOTE: This is ONLY open to you.
    1
  14962. Glad you like them!
    1
  14963. The point is there. I can only publish it. You have to watch to find it yourself.
    1
  14964. Tesla is the only manufacturer I'm aware of that publishes that data.
    1
  14965. Very exciting!
    1
  14966. I saw that on another channel yesterday. Very odd.
    1
  14967. Would interfere with the airbag. Have a video with an airbag engineer coming up about that.
    1
  14968. Grid scale MegaPack installations generally run about $100M. They're bigger than the early ones, but falling prices means the price stays right around there. If they can arbitrage to a point where they break even in two years, like they have for customers in other locations, that's a profit of $4M from each location *per month*. Comparable profit to selling an extra 2,400 cars a year (24,000 over a decade,) which doesn't sound like very many, but the idea is to start building these at a pace of one or more each month, so the math gets insane very quickly.
    1
  14969. Would be lovely, but it's well outside of the budget.
    1
  14970. Wasn't expecting that one.
    1
  14971. Who doesn't like lipstick or pigs?
    1
  14972. Neither of us can be accurate because it isn't possible to fly close enough to get a proper count. Dessie is one of the few non-employees other than Joe and me who actually know this factory intimately.
    1
  14973. What part of this video suggested it won't be the best selling truck once fully ramped? Look through the comments to see stories of people who have a reservation who are choosing not to pull the trigger just yet to get an understanding why that is. Everyone knows that low VIN units will have more issues than the ones built later, and that they'll be cheaper once we get through the Foundations Series. There's nothing wrong with that, and it should come as no surprise.
    1
  14974. Tesla isn't compute constrained and has no place to run the chips. You want them to take delivery early and just store them?
    1
  14975. Except I've never been wrong yet. What's more likely, that this will be my first miss, or that a random internet troll who talks with emojis is the genius? Get out while you still can, your money is already gone.
    1
  14976. James is the one I watch most by hours without a doubt.
    1
  14977. Thanks! 😃
    1
  14978. There's enough jargon already.
    1
  14979. If anything, I'd think it would be easier.
    1
  14980. Well I wouldn't go quite that far. ;)
    1
  14981. In paying for roads, yes. There are a few extra externalized costs with combustion engines though.
    1
  14982. Maybe they're afra6of cannibalizing their ICE sales.
    1
  14983. Don't recall off the top of my head, but I measured it based on the siteplan submitted to the county here: https://youtu.be/UxjEzlRJ-EI
    1
  14984. Easier than you think! I just wait for a 2nd source. If it's a plausible story, I seek out confirmation, but it's rare to find.
    1
  14985. That's actually a really good point. If CyberTruck somehow managed to maintain a traditional look and form factor while reducing the costs and hitting all the performance specs, it wouldn't leave much air in the room for the old guard. But the good news is that the truck market is so genuinely huge that it would take Tesla a decade to ramp up to even 30-40% of the total demand. This means everyone willing and able to build an even remotely competent truck is going to have customers.
    1
  14986. You bet! And again, the extra mile effort paid off.
    1
  14987. Glad you enjoyed it.
    1
  14988. Right? The whole thing makes no sense.
    1
  14989. I'm not familiar with any new tariff proposals in the last few years. Can you help me find them?
    1
  14990. Probably won't make sense until high volume production is steady, and even then it will likely be difficult to see it happening.
    1
  14991. This is a pretty sharp, no nonsense kind of crowd, and I discourage politics. Guess it makes things a bit less crazy.
    1
  14992. I love the CyberTruck, especially the way it looks on video.
    1
  14993. Awesome, to hear, glad you like it!
    1
  14994. Did it?
    1
  14995. I'm on BlueSky. It's a ghost town. No engagement , no discussion. I make videos about a lot of topics, but the Tesla ones consistently get the most views. If I stop covering Tesla, I go out of business.
    1
  14996. I feel like you didn't actually watch the video.
    1
  14997. They do lose money on every unit. That's not a secret. Most companies that build EVs lose money, not just on their EV divisions, but on every unit sold. They are willing to do that because they know they need to enter the market now so that when batteries and other parts fall to the appropriate levels (which is hopefully around the corner,) they'll be well positioned to capitalize on the transition. Ford, GM, VW, and others are willing to lose a few bucks (or break even) on their cars because they still have millions of dino-burner sales to offset those losses. That's why they're slow to ramp. Every unit they sell takes away from their profitable products. EV makers don't have that safety net. Stop and ask yourself how Lucid can build a car that is more expensive to build than what Mercedes and BMW put out, and do it at a lower price, while BMW and Mercedes are losing money. They can't. The only possible answers to those questions would be cheaper labor (not so much,) or higher volume (definitely not.)
    1
  14998. If you mean the ones installed, those are to mitigate runoff when it rains. Since the site is no longer water permeable, they need to slow it from rushing straight into the river. If you mean the long, skinny trenches, those are leftover from decades ago when it was used as a quarry.
    1
  14999. They don't need to be permitted everywhere right out of the gate. They'll go the path of least resistance and highest return. Places where market entry is easy and the opportunity to profit is great. They can expand down and out from there. They'll still be battery constrained for 10-20 years, so there's plenty of time for those smaller markets to wake up.
    1
  15000. That was an April Fools joke. You got got.
    1
  15001.  @terkfranks1538  Either you requested it, or you're lying.
    1
  15002. Raindrops have a flat front despite traveling at terminal velocity.
    1
  15003. Will not. Made a THIRD video about that yesterday.
    1
  15004. Lol.
    1
  15005. I mean, they are quite affordable!
    1
  15006. Aw, thanks!
    1
  15007. PHEV has 16 months left in China. It won't matter for long.
    1
  15008. My track record is solid. Being dismissive without introducing new information isn't ideal.
    1
  15009. Wow. I don't think id admit that if I was you. If you'd watched the whole thing you'd understand your error.
    1
  15010. So people chose to wait in line. Interesting.
    1
  15011. I also used overflow funds that would have just been sitting in my IRA's money market.
    1
  15012.  @darinladd5312  I bought in at $6.12. These aren't sour grapes. What kind of a morally bankrupt jackass would I be to pump the stock just to make myself richer? I offer honest analysis, even when it's not good for my portfolio. If you want to watch people pump a stock strictly because it benefits them, Wall Street offers that almost exclusively.
    1
  15013. I appreciate that!
    1
  15014. Tesla doesn't sell a vehicle without a wheel. You know better.
    1
  15015. Do they? Interesting.
    1
  15016. Great suggestion!
    1
  15017. A lot of wraps will go around the edges so there isn't any possibility of cuts. Your results may vary. Look into your provider to see how they do.
    1
  15018. The soft soap saga, if true, would only have worked in the days before outsourcing. I can see the soap companies relying exclusively on dispenser components from the US back then. Today it would be difficult to lock down any simple component for more than a few months before some factory somewhere in the world could pick up the slack. I say that, but here we are with the legacy companies still blaming their diminishing sales on parts shortages, so who knows?
    1
  15019. I was told to expect that in Q3 and Q4 of last year, but they never materialized.
    1
  15020. Unfortunate reality, but a reality nonetheless.
    1
  15021. I spent a lot of time analyzing headline trends, and while Tesla gets the worst of it, they're barely below GM even though GM spends just as much as Ford. SpaceX doesn't advertise but gets great headlines. It's all about analytics. Their business is clicks and they optimize for that. Positive headlines about Tesla don't sell the way the negative ones do, so they avoid them.
    1
  15022. Well said!
    1
  15023. Puckers m' butt just watching it. :/
    1
  15024. Joe Justice is a powerhouse!
    1
  15025. Did it tell you to take the wheel immediately, or just think you turned the wheel too hard? Forced is when it gets mad at you.
    1
  15026. Glad you like them!
    1
  15027. Not a compelling reason to shoot ourselves in the foot though. Unforced words are the worst kind.
    1
  15028. I'm glad I didn't do a Giga Berlin tracker, because I'd have missed by a LOT, and that's even considering how much extra time I'd have allowed from dry-in to interior completion. :/
    1
  15029.  @david0858too  The battery building in Berlin is comparable to the NW corner of Giga Texas, so Texas has already won. I'm not aware of a Cathode building in Berlin.
    1
  15030. We expect that margin to grow.
    1
  15031. It seems like you might not have watched the entire video. The methodology is explained in detail, as it has been in all six installations of this series. These are questions already addressed.
    1
  15032.  @ItsBinhRepaired  You know what, I do the same thing. Ha ha ha!
    1
  15033. It's tough to separate the two sometimes, but they don't always move in the same direction.
    1
  15034. Feels like the next logical move.
    1
  15035. It's just expensive.
    1
  15036. Right on! If my channel didn't rely on livestreaming, I'd be 99% happy. The slow upload speeds are annoying, but still better than the alternative. It's the dropouts and buffering issues while streaming that frustrate me the most, and I'm WELL north of you in latitude where the coverage is the thickest. Also not super jazzed about the price increase, but I get it. If $99 is fair for a sparse beta, the constellation we enjoy now is definitely worth more than an extra 10%.
    1
  15037. Easy to say for those who haven't used it. The only people I've met who wouldn't pay $25 for v12 are the people who just like driving themselves. My friend's mom refused to buy an automatic for the longest time because she wanted to choose when the car shifted. She just didn't trust an automatic transmission. How wild is that?
    1
  15038. Good timing.
    1
  15039. No problem 👍
    1
  15040. Those are pumping water into underground lithium reserves, bringing it to the surface, and evaporating it. Those are actually high in the mountains.
    1
  15041. I will work to improve this in future interviews.
    1
  15042. The last we heard was quite a few years ago. Charging rates have increased more than wholesale power costs. The low margin may have included installation costs. Tough to know.
    1
  15043. That's how I see it.
    1
  15044. Thanks for sharing! The more you comment, the more YouTube shows these to new viewers. I appreciate that.
    1
  15045. They got ya because they know you'll charge at home for far less.
    1
  15046. It appears Huawei is using Lidar, but that's from a very brief Google search.
    1
  15047. Nuance doesn't always fit in a title. :(
    1
  15048. 400ish days since the end of August 2020 would be December of 2021. Those indicate total days, not days remaining. Hope this helps.
    1
  15049. Thank you kindly!
    1
  15050. Your first half will be ignored by the second half, which is demonstrably false.
    1
  15051. Adoption is already around 20% of new cars globally, which would suggest a need for a 5x increase, but that ignores hybrids. You could add another BEV for every 3-5 hybrids sold, since they generally use the same batteries. A mere 3-4x batteries could be enough to do the job. Considering the full internal combustion bans only hit SOME countries in the 2030-2035 range, with plenty of countries willing to continue the sale of gas beyond that. We've got time.
    1
  15052. Sounds to me like you just found your decoder. From now on, make your guess and double it. Free jelly beans for life!
    1
  15053. It's a remix of "7 Nation Army" by The White Stripes. We had to bury it in the audio or get a copyright strike. It's a hot anthem.
    1
  15054. Everyone is down. The market's taken a real beating this week.
    1
  15055. @Ezer Ratchaga First video in this series had the site map from the county.
    1
  15056. $100m is $100m, to say nothing of the tens of billions lost for personally insulting Carlos Slim.
    1
  15057. Goes both ways. Either of them could choose to be the adult.
    1
  15058. My mama didn't raise nio dummy, but apparently her mama did because my mom got it wrong. 😉
    1
  15059. A delay is fine if all you need is some time to catch up. BMW is showing a good percentage. Not everyone is taking this gift seriously.
    1
  15060. Wow, thanks!
    1
  15061. It'll be interesting to see how it all comes together.
    1
  15062. Our speaker list is full, but we may have more room for topics next year.
    1
  15063. That might take a bit longer.
    1
  15064. WITH handle. For sure.
    1
  15065. You okay there, little buddy?
    1
  15066. There's really no channel like his. Sure, it's a bit technical, but there's enough of us who are just plain here for it.
    1
  15067. Indeed.
    1
  15068. The channel was hacked on Monday. The restoration process pushed the thousands of videos published back out as brand new. Apologies for the chaos, it wasn't intentional.
    1
  15069. He was the moderator of the panel I spoke at in Austria, and yes, he's pretty great. Told him then that I had to have him on, and he was kind enough to follow through.
    1
  15070. For sure.
    1
  15071. Numerology is not scientific. We stick to facts in our analysis.
    1
  15072. Almost certainly. Also the Ford, GM, and BMW cars made there.
    1
  15073. Asteroid mining is much more difficult, but the concentration of minerals is so much higher it's very likely worth it.
    1
  15074. Thank you!
    1
  15075. The Saudi PIF are not insiders. They're engaged in the sunk cost fallacy. It's a very human condition.
    1
  15076. Might need to take you up on that. My contact info should be on my account page somewhere.
    1
  15077. It doesn't appear she's posting in good faith. Maybe she's trolling. No human is capable of such gross misunderstanding unless their paycheck is on the line.
    1
  15078. You rock!
    1
  15079. I suspect weight distribution would be problematic.
    1
  15080. Definitely not. They'd lose, waste money, and burn through even more goodwill.
    1
  15081. Sounds familiar. ;)
    1
  15082. Yes.
    1
  15083. Definitely feels that way.
    1
  15084. I mean, you're not wrong.
    1
  15085. Should be fine. No way to tell if a shared last name & address means family vs a spouse.
    1
  15086. Toucan, got it!
    1
  15087. Exactly.
    1
  15088. Literally never. Just checked my brakes this morning and they look fine, but I live in a place that doesn't use salt on the roads (and we really don't get much snow.)
    1
  15089. The prevailing theory today is Indonesia because talks have apparently continued with their officials, and they have made it clear they're not interested in anything short of a full factory. They appear to have the political will to make it happen, but I expect to hear the location announcement in the next two months.
    1
  15090. There's no freedom of libel in the US. She lost in court because she lied, not because she spoke.
    1
  15091. You'll likely be able to buy a new ICE car that lasts 20 years. The question becomes how long you'll be able to drive. If the last new dino burner is sold in 2035 (or 2040) and you plan to no longer be able to drive by 2060, then you may be correct. The cost of gasoline (petrol) may become prohibitive as its consumption falls, but if you only go to the store and back, maybe you're okay with paying 5-10x per mile compared to EV owners. My brother has a fridge for beer in his garage he got for free. It would have been cheaper to buy a new one than pay for the vastly higher electricity consumption on that old one, but he's similarly bad at math.
    1
  15092. Awesome, thanks for the update.
    1
  15093. Not a bad idea. I have a home test.
    1
  15094. Some will, but if they can't find a way to reduce their cost per mile, it's going to be a losing proposition.
    1
  15095. Ayup!
    1
  15096. That's a fantastic comparison.
    1
  15097. I try to explain to people that the answer to "what's the best EV" depends entirely on the individual's needs.
    1
  15098. Nope, this was it. It may have additional steps, but this is the product Tesla internal documents referred to. I trust them to know.
    1
  15099. You joke, but there are whole dumbasses who watched that historic flight and thought it was a failure. We can't expect everyone to know what the mission objectives were, and the lies and memes around it didn't make it clearer.
    1
  15100. No. Pretty average.
    1
  15101. That is vastly more likely. Still a massive challenge, but it removes half of the most challenging obstacles.
    1
  15102. Not really, no. Worker protections exist across the overwhelmingly majority of developed countries, with the US being the notable exception.
    1
  15103. It would mean more if I knew you before today, but I've heard your exact story from other viewers who I have known offline for years.
    1
  15104. It's been defunded. Serious thinkers have taken up more lucrative pursuits.
    1
  15105. Amazon has been working on this for ten years. It's unlikely anyone is about to crack it.
    1
  15106. Glad you enjoyed it!
    1
  15107. YouTube remains the devil. They just tend to be a little more gracious as channels grow.
    1
  15108. Thank you too!
    1
  15109. Cars of any brand reaching 250k is still noteworthy, and the ones you almost universally see were ones that were well taken care of.
    1
  15110. A month ago you'd have been hard-pressed to convince me this was true. Gas prices ALWAYS fluctuate. Electricity prices, not so much. Even if you have Time Of Use pricing, you just charge overnight when it's the cheapest.
    1
  15111. Us too!
    1
  15112. Nearly all cameras overlap with others. The only one without redundancy is the backup camera.
    1
  15113. Fantastic comment! We really don't know how hard it will be to overcome the production obstacles for CyberTruck, and there are many to iron out. The MegaCastings have never been done at this size before, but if Idra says they can do it, I believe them, and that should be an easy one to get past. Structural battery is easy enough, assuming you have the 4680s, which is still not up to 100%. Rumor says yields at Kato road are 70-80% and climbing, but that's still an obstacle, to say nothing of sourcing enough raw materials. Then there's the exo-skeleton, which to me is the biggest question mark. Sandy Munro is of the opinion that it's absolutely doable, but that doesn't mean it will be easy. They may already have it entirely sorted out at their pilot line in Fremont, but we don't know what we can't know. So IF they have the battery production sorted out, AND they can get enough raw materials for them, then I believe your 200k estimate is reasonable, though that would strike me more as the final run-rate at the end of 2022, rather than the total year's production.
    1
  15114. Thank you so much!
    1
  15115. Not a bad theory.
    1
  15116. Agreed!
    1
  15117. No problem 👍
    1
  15118. Still the best kept secret on YouTube.
    1
  15119. Correct. Look at a Supercharger map and overlay it with how districts vote. Look at the partisan divide on EVs (Gallup has recent polling on this) to see what I'm talking about. I know conservatives who own Teslas, and liberals who drive big pickups, but both are the minority. The three states you picked are good examples.
    1
  15120. You got it!
    1
  15121. Yep, it's all in the payment calculator shown.
    1
  15122. But it's a good comparison. You can gi through tires quick or slow. Totally up to the driver.
    1
  15123. Money's still money, and they're typically paid shockingly well. The growth of Tesla and its inclusion on the S&P 500 has led to far better analysis than we've seen in the past. Wall Street was closer than I was on most of the important metrics. My insight on things like R&D and energy deployment served me well, but those aren't leading indicators to them. What I'd really like to know is why we do these estimates at all. It doesn't seem to have any meaningful bearing on the stock movement once the actual figures are released. Tesla beat expectations and still fell 4.53% the following day. Very odd to me. Were investors hoping for an even bigger beat? That doesn't seem to make much sense.
    1
  15124. Good grief!
    1
  15125. Cars are the majority of fossil fuel use. If you really love your dino burner, you should be urging everyone to get on EVs so the demand for your precious 'splody juice craters and the cost comes down.
    1
  15126. It has though. They're still barely selling cars and are more beholden to the Saudi investors than ever before.
    1
  15127. Wow John, thank you!
    1
  15128. It fluctuates. I don't keep track day to day. I'm here for the long haul.
    1
  15129. Why wouldn't that be a fair comparison?
    1
  15130. But why? Sure, it feels like it would have nowhere to go but up, but even at a penny it can still go down. And if you google "how many penny stocks fail" you will see that it's not even as good as a coin toss. Roughly 100% of penny stocks eventually hit zero.
    1
  15131. They're happy to give you facts... oh, you meant TRUE facts. Oh, yeah, that's not their thing. :(
    1
  15132. I know it's a small thing, but I can't tell you how much I appreciate you finding so much value in what I do. Thank you.
    1
  15133. I appreciate that!
    1
  15134. Same to you!
    1
  15135. That's a LOT of dirt.
    1
  15136. While your use case isn't the majority, even if people in your situation make up 1-2% of owners, that's still 10-20,000 a year. That's huge!
    1
  15137. Not the actual high voltage system, but the 48v with a stepdown transformer. Careful with "fraud". It's almost always used incorrectly and may lead people to believe the rest of what you have to contribute may be similarly flawed.
    1
  15138. SpaceX is in no danger of bankruptcy. If the 12Ghz-5G coalition wins, it will make the ground dishes more expensive, or at worst, limit Starlink to rural areas. It will have no impact on markets outside the US since those are not regulated by the FCC. SpaceX presently makes the majority of their money from being a launch provider. That won't change. If SpaceX did somehow go bankrupt, I can't see that have any impact on Tesla. They are separate companies. If anything, it would free up more of Elon's time to work at Tesla.
    1
  15139. I can see that, though sometimes I feel more like passenger everyone lines up to slap.
    1
  15140. India isn't the middle east, but I suspect it will be painful like all factories, though hopefully not as painful.
    1
  15141. The lithium is a very small part of the cost. It's the size and weight that are the issue. You run out of space, and as it gets heavier, you need more expensive suspension, brakes, wheels, and tires. Energy density is still improving. That's what's going to keep the range great.
    1
  15142. That's a very unique and powerful compliment. Wow, thanks!
    1
  15143. Thanks!
    1
  15144.  @darinladd5312  Which video did you watch? 100% of the footage was shot by me on location in Eugene. I have driven one.
    1
  15145. ​ @darinladd5312  You would benefit from understanding the context of the conversations.
    1
  15146. I wouldn't do it in a single go. It would be more about getting the journey done in a way that's fun and doesn't require a single charging stop.
    1
  15147. Your math and reasoning look right to me.
    1
  15148. I think they have the engineering talent to do it, it just wasn't cheap enough without a dedicated line and serious volume of batteries.
    1
  15149. We don't do that here.
    1
  15150. I suspect the dual motor will be produced with a 500 mile battery pack rather than the 300 mile version. Still inadequate for serious long haul towing since high speed and a poor drag coefficient destroy efficiency, but the tech still has a lot of headroom for improvement in coming years.
    1
  15151. Too expensive now.
    1
  15152. You would be mistaken. :(
    1
  15153.  @dahveed284  You bet! Thanks for becoming a subscriber. It may not seem like much but it really does keep me motivated. :)
    1
  15154. We were headed into a grass field without lane markings, directed by flaggers. It isn't quite ready for that.
    1
  15155. We know how you feel. You make that clear every day.
    1
  15156. They recently brough on Cory Steuben after his departure from Munro & Associates, but it appears he's working on their mid-size car. It's going to take years to get that into production, and I fear the amount of cash needed to get them to that point will result in dilution shareholders are not likely prepared for.
    1
  15157. In the US?
    1
  15158. Thanks, appreciate it!
    1
  15159. It's a tough battle. 15k subs isn't nothing, but it's not enough to be taken seriously by many.
    1
  15160. Appreciate the perspective!
    1
  15161. @Saxon Lea I think so for sure.
    1
  15162. The finest renders Fiverr has to offer!
    1
  15163. Thanks 🔥
    1
  15164. You bet!
    1
  15165. Is that so?
    1
  15166. Well they're VERY highly trained, as you can see.
    1
  15167. Because his profession is "entertainer" and he needs to be considered in that light.
    1
  15168. I don't do hype. A lot of the news is good, but I report all of it either way.
    1
  15169. I'm on 12.5.6.3 and it's done some things that are very natural and human. Unfortunately it still has some glaring issues, and a number of the human behaviors appear to be modeled on drivers who are eager to get pulled over.
    1
  15170. There isn't a requirement written into the law, but the majority of batteries are not designed to be serviced, so it's reasonable to assume most manufacturers would provide a whole new battery. The other issue is that you need all the cells/modules to have roughly the same capacity, so if they tried to replace part of the battery, you'd likely face a mismatch which would cause it to fail within months.
    1
  15171. It's a great question, and while there may be regional challenges as the transformation takes shape, it's a challenge we're already prepared for. We have enough production capacity already and EVs may prove to solve the time-of-use challenge in ways a traditional grid simply can't. https://www.autoweek.com/news/green-cars/a30650045/public-utilities-will-all-these-new-electric-cars-crash-the-grid/
    1
  15172. Glad it was helpful!
    1
  15173. Yep. You can get to net-zero on a retail or warehouse roof, but not a factory. Factories chew through a lot of juice.
    1
  15174. It will have to, once it's a commodity. If 5 companies have it, the price war begins.
    1
  15175. When all four factories are retooling their most popular model (by far!) and deliveries haven't yet begun? Yes. Yes, that's exactly what I'm saying. Are you saying they should be able to sell cars that they literally aren't delivering to customers?
    1
  15176. What a terrible way to approach strangers. You'd serve yourself well to reconsider your approach. I'm not sure when you were "part" of the channel, but it's grown 287% in the past year, so while it's fair to say the channel isn't to your particular taste, whatever I'm doing has been resonating with viewers.
    1
  15177. How many of the dozens of charities he's supported have you even heard about? The only one that got much press was the Flint water situation. You gotta let the hate go, brother. It's gonna eat you up inside and hold you back.
    1
  15178. Thank you kindly!
    1
  15179. I haven't been to China since it was insanely loud. That would be interesting to catch.
    1
  15180. Reasonable take.
    1
  15181. We're gonna need a lot more fingers and toes.
    1
  15182. Likely wasn't needed under the original plan. They don't have any other cathode facilities we know of. I suspect they're filling a gap in the existing supply chain.
    1
  15183. Hmmm... looks like you might be right.
    1
  15184. They have already started rebar for a large concrete pour to the south of the building. That is where I believe it will go.
    1
  15185. Always!
    1
  15186. Glad it was helpful!
    1
  15187. That checks out.
    1
  15188. Plenty of stamped parts.
    1
  15189. Totally fair.
    1
  15190. Glad you like them!
    1
  15191. Glad you enjoyed it!
    1
  15192. We're not talking about blanketing the airwaves.
    1
  15193. Why though?
    1
  15194. We don't do that here, and if we did, someone would point out that the overwhelming majority of domestic terrorism is right wing. Google it, Grok it, whatever you like. Extremism in any form is dangerous.
    1
  15195. You too!
    1
  15196. A few people did.
    1
  15197. You should watch the video before posting a comment. I get that you're not going to do that, but I appreciate you leaving a comment just the same.
    1
  15198. The current administration has budget proposals already published that will reduce clean energy production and electrification of transport. There are also giveaways to the fossil fuel companies in the form of previously restricted lands they'll be permitted to exploit. Kind of the worst of both worlds.
    1
  15199. So you think launch edition will be tri-motor?
    1
  15200. Certainly should.
    1
  15201. Quality!
    1
  15202. That was a civil suit. The president has no power over that. The harassment claim doesn't even make sense. If true, it didn't prevent a single rocket from launching nor car from being sold. Even in the claim, no harm was done.
    1
  15203. @АгронДепартье I've been to both Irelands within the last 18-months.
    1
  15204. Have you tried turning them off and back on?
    1
  15205. There are many good chemistries depending on the use case, but in almost every approach, there are good improvements still coming through every year.
    1
  15206. @Randy Kirk You're taking seriously people who clearly didn't even watch the entire video. That's charitable of you, and more than they deserve.
    1
  15207. What do we call a typo when spoken aloud? Talko? Speako?
    1
  15208. That would be cool! It's a tough business to get into, as your wife can tell you.
    1
  15209. That's a popular misconception perpetuated by lazy news editors. If you back out the Over The Air updates, Tesla is among the least recalled cars. If what you want is a car that doesn't have to go back to the shop, there's no better option.
    1
  15210. All fair points.
    1
  15211. Maybe even before that.
    1
  15212. You bet!
    1
  15213. That's something I hadn't thought about, but they definitely pay above the competition. I suspect it's not a huge deal, since they surely have fewer than 40k employees, and the population of Shanghai is greater than 26 million.
    1
  15214. Except it literally isn't.
    1
  15215. NINETY EIGHT?!?
    1
  15216. Nothing new this week. What sort of news were you hoping for?
    1
  15217.  @aussie_al  I use all the footage to update my tracker, and I've been using Randy's footage for these ones when it's available, but he didn't have a Monday update, so it would have been 4-days out of date. :(
    1
  15218. Great catch, thank you!
    1
  15219. Correct. Well, he IS an experienced cave diver, and he had expertise in that cave, but he was not one of the rescue divers. They were both jerks about it, but one doesn't excuse the other.
    1
  15220. Then you haven't looked at the first principles approach. That's the whole point of it. The Lightning and Silverado are going to be outrageously heavy beasts, like the eHummer. The CyberTruck uses entirely different architecture from the ground up. That's the key difference.
    1
  15221. When you cite an example like Canada to describe communism, the word has lost all meaning.
    1
  15222. The rear cargo area holds a standard collapsible wheel chair.
    1
  15223. You bet!
    1
  15224. No, what they have is a heavier, more expensive car.
    1
  15225. Not unless the Constitution is thrown out. There are plenty already cheering for it, so we'll see.
    1
  15226. Great installment. Reminds me of Antique Roadshow seeing experts explain what the rest of us can't make sense of.
    1
  15227. Much appreciate the kind words!
    1
  15228. I'm still confident they'll build the "kinda compact" based on shared parts with 3/Y like they suggested a few months ago, but I doubt we'll see it until it's just about ready to go.
    1
  15229. I've seen all of them. They generally leave out the "over the air" portion from the headline, even though it's the most important piece of information to owners.
    1
  15230. You bet!
    1
  15231. Doesn't appear so. Mine have been slow to post lately too, even from inside the channel control panel.
    1
  15232. Then you must have left before I explained exactly that to him. 😉
    1
  15233. If the public sector had installed them, would there be any need?
    1
  15234. Next one hasn't been revealed, previous one is still in the courts.
    1
  15235. Yep. UPS vans ain't pretty either.
    1
  15236.  Worldwide Wyatt  If it saves money, fleet buyers who don't require a different form factor will absolutely switch. If it doesn't, it's gonna be a real tough sell.
    1
  15237. I suspect it was a quickly slapped together afterthought.
    1
  15238. Tobias Lindh in Berlin disagrees, but we've looked at the drone footage, and I can't see how you're wrong. It's vastly bigger.
    1
  15239. That's not a thing, and pushing that narrative harms the discussion.
    1
  15240. Did a show on that recently. I feel like I say that a lot.
    1
  15241. I thought this was always the plan. Was it not?
    1
  15242. That's an interesting observation, I haven't looked into that. Seems a common trend.
    1
  15243. NO THEY ARE NOT. They are nowhere close to that.
    1
  15244. You bet.
    1
  15245. Yes please!
    1
  15246. You can go watch the much longer videos from which these are distilled, if you prefer, and invest however much time researching required to reach the conclusions.
    1
  15247. That's the one. People called it a Trabi. There was even a movie called Go Trabi Go.
    1
  15248. There's no air on the moon. If they go there, they'll die.
    1
  15249. Tend to agree.
    1
  15250. Wow, thanks! Not a whole lot of people saw it, so I'm glad those who did got something out of it. See you around!
    1
  15251. Doing work in the factory reduces COGS. That counts.
    1
  15252. Wages make up a very small part of the cost of a car. The German government hasn't given them a hard time. They even approved the expansion despite local objections.
    1
  15253. The math has been double-checked. Thanks for having me look at it again.
    1
  15254. I'm just glad folks like you are here and posting comments. Really drives the engagement. The algo goes nuts for that!
    1
  15255. That's a NEAT product!
    1
  15256. A fair point.
    1
  15257. International buyers may not be as concerned with US politics, but have no fear, he's getting active in their politics as well.
    1
  15258. All great points, thanks!
    1
  15259. Shanghai is about 9m square feet. It's significantly larger than Berlin and about three same size as giga Texas. They're all impressive.
    1
  15260. I will be very excited to watch it unfold. SpaceX has done a lot of "impossible" things already. Reduced launch costs 70%, landed & re-used rockets, Starlink. It would be wild to see a dozen agencies load their experiments onto a Mars-bound Starship to really reinvigorate the public's thirst for exploration. Elon always wanted to put a small greenhouse on Mars. That could be a reality.
    1
  15261. If only the top 9% can afford it, that's still 126 million buyers. There are only ten countries in the world with a population bigger than that, and three of them (China, US, and Mexico) already have Giga Factories at least announced.
    1
  15262. Well said!
    1
  15263. Yes. 7:30 has this covered.
    1
  15264. @matthew Eaton Biggest by square footage, not footprint or volume. It's all in the video around the 6:00 mark.
    1
  15265. Yep. It's possible to appreciate the good things they do while still wanting them to adhere to groundwater regulations.
    1
  15266. Thank you!!
    1
  15267. There are companies looking to do it. The biggest obstacle is cost, but the weight can also be problematic.
    1
  15268. It's the brevity of the format, I suspect.
    1
  15269. I suspect there may be different regulations in each state. The Polaris Slingshot is classed as an Autocycle, so there's no need for a special license endorsement like you have with a motorcycle. And yes, having a weatherproof cabin is a HUGE advantage. As much as I enjoyed the FUV, I would never buy one living in the Pacific Northwest.
    1
  15270. Fresh for his first week of highschool.
    1
  15271. Probably?
    1
  15272. @rogerstarkey5390 🤣
    1
  15273. Sweet!
    1
  15274. Wow, thank you!
    1
  15275. Look at the thumbnail.
    1
  15276. Glad you liked it.
    1
  15277. It's unclear, but they'd be able to sell them. These aren't the same as the tabless design Tesla has.
    1
  15278. Look at that, you were right! Good stuff, bud!
    1
  15279. So Q1 worked out fine, though we won't see the financials until Wednesday. Have you revised your thoughts on this?
    1
  15280.  @KungPowEnterFist  They weren't. They beat Wall Street expectations as always. I didn't read past that because when you start with a lie there's no point.
    1
  15281. I guess I've seen more of them than you have
    1
  15282. Which factory?
    1
  15283. Glad it was helpful!
    1
  15284. NHTSA website lists all recalls for all brands. You should check it out. It might shock you to learn how many cars are recalled every day.
    1
  15285. I've had a couple chats with them but will explore it further.
    1
  15286. If I gave you $100 million, do you think you could build a walking robot? I bet you could. If you couldn't, what a waste of time this conversation is. Tesla has enough to pay for that 100x with almost $10B left in the bank. Walking robots have been solved. Delicate dexterity has been solved. The piece missing is the AI to make it work. That's what DOJO hopes to solve.
    1
  15287. A good question. Every department does it differently so I'm not sure.
    1
  15288. He says he's not sponsored, and I'm inclined to believe it since failing to disclose a relationship like that would be an actual crime. There's endless Tesla hate these days, and I'd wager he's cashing in on the clickstorm.
    1
  15289. Of course! Tons of them on YouTube. Just type the brand and model plus "crash test" and away you go!
    1
  15290. I am on the road. That's why this episode was recorded in the TeslaFix studio in Germany.
    1
  15291. I actually crunched some numbers yesterday, and while I was just sure I was going to agree, it didn't pencil out the way I expected. If every Walmart converted their parking lots to 70% solar coverage, it would still satisfy less than half a percent of the US demand. Yeah, I know that's only one retailer, but it's a big one. Add in the Lowes and Home Depots are weren't still only around 1%. Malls have massive parking lots, but they're a lot less common. We need big solutions, and we need 'em quick. I know you're mostly commenting to help the channel, and I truly appreciate it, but you still had some nuggets in there and I figured you might want to know what I found. :/
    1
  15292. My pleasure!
    1
  15293. You're right, more data is needed. Like I said, it's more of a collection of anecdotes.
    1
  15294. I deal in probabilities. That's what this is about.
    1
  15295. Wow, didn't expect to see you here! Thanks for stopping by.
    1
  15296. I missed the Bingo card this time. You'll have to share it.
    1
  15297. Doesn't add up. He wasn't even on the ballot. Injecting politics makes us look crazy.
    1
  15298. Yes! Jealous how comfy those looked, but the lack of mosquitos made shorts a plenty reasonable option for me, and somehow my stubby walky sticks didn't get burnt.
    1
  15299. For sure! Though from the body-in-white pics we've seen, it does look like there will be stamped components in the door frames, it's still significant to reduce the number of stamped pieces from hundreds to dozens. Tesla envisions these rolling off the line as quick as Jeeps did back in the day, and I hope they're right because it will truly be a paradigm shift.
    1
  15300. If you'd read the comments, you'd see I already addressed this REPEATEDLY. That's not the reason and it doesn't make sense.
    1
  15301. He's known about me since at least October of 2021, and this video has been seen by Lucid corporate. The only way he doesn't know I exist is if he's incapable of forming memories. The way things are run, there's a non-zero chance that's the case.
    1
  15302. Jealousy.
    1
  15303. One is round, the other is square. The 3" of clearance at each corner is insufficient. You also need to attach it to something
    1
  15304. I generally avoid those who make their political inclination their entire personal brand, regardless of what those politics may be. It makes more sense during an election, but even then.
    1
  15305. What do you want to know?
    1
  15306. Maybe.
    1
  15307. Two locations. That's not enough. That's not a serious partnership. The problem I have seen with Nikola fans is that they can forgive anything, and criticize nothing. I'm a Tesla fan, but I criticize Tesla pretty much every week. I recognize their strengths and their weaknesses. If we ignore the weaknesses, we're blinded.
    1
  15308. The opening to get in is ridiculously small. I'd bet they tested it and everyone banged their heads.
    1
  15309. That appears to be the case.
    1
  15310. It appears they have that information, but they don't publish it.
    1
  15311. Imagine being one entire dippy frog and thinking anyone gives the first picoshit what you have to say.
    1
  15312. We are not driving, but flying London to Dublin. 😔
    1
  15313. Correct.
    1
  15314. Precisely yes. What they're getting now are wet cathodes. They'll be making their own dry cathodes. At least that's my understanding from watching @thelimitingfactor.
    1
  15315. Glad you enjoyed it!
    1
  15316. The goal is to make the information concise enough that smart folks watching will have handy ammo to fight back against the nonsense. We all know the answers here, but getting them into easy, bite-sized bits is what's going to make explaining it easier.
    1
  15317. They do not. No more than all Americans want to be part of Canada. Some do, sure, but let's not be crazy.
    1
  15318. I use Randy's footage too. Jeff flies the same path each day so it makes it significantly easier for this series. Thanks for the feedback!
    1
  15319. When everyone says you're wrong, maybe it's time to zoom out and reconsider your position.
    1
  15320. They're within the structure. The NWV corner has a bunch, and there's more right in the middle. We saw then when they were being installed.
    1
  15321. Most people don't understand it, even among those who say they do.
    1
  15322. I didn't share this theory.
    1
  15323. It's still in the mix. I haven't given in to the people who say it needs to be retired. ;)
    1
  15324. You mad, guy?
    1
  15325. Will test that as it arises, thanks for the tip!
    1
  15326. I've heard that theorized, but haven't seen anything that would support it.
    1
  15327. The weight and drag would likely make it impractical for most users.
    1
  15328. It reads like you put your talking points on shuffle, but I still got a bingo!
    1
  15329. Reasonable.
    1
  15330. Works both ways. Toyota is allegedly a Tesla smashing rival.
    1
  15331. Looks like it, though they'll also be buying from literally anyone who can make them. There's just that much demand.
    1
  15332. She puts up with so much. :/
    1
  15333. Thank you for this!
    1
  15334. This is an old video. Account was hacked today. YouTube restored it by publishing everything as if it was brand new.
    1
  15335. YouTube does that to me too, even though it's my channel.
    1
  15336. Glad you enjoyed it!
    1
  15337. "Chucking down" is a new one for me. What a fun language we share! Okay, okay, maybe "borrow" is the a more correct term than "share" for whatever American English is.
    1
  15338. Budweiser just wanted to sell more beer. They had no idea rednecks would be so violently opposed to letting people they demonize drink their nickel swill. Jag isn't even making cars. This ad campaign feels more like throwing everything at the wall to see if anything will stick.
    1
  15339. The engineers working on it believe they can. Second guessing from the outside seems a bit out of place.
    1
  15340. It's up in the pre-market, so the window is closing. ;)
    1
  15341. We have a lot of hydro. So much we sell it to other states at a profit, which is reflected on our monthly statements.
    1
  15342. Save us from WHAT?!? We don't need saving, and his actions are not having that result.
    1
  15343. Nope, not clickbait. I avoid that to such a degree that it harms my channel. That's why I said "on the emerald footprint," which is the only part of the site capable of being tracked. Less than 3% of the permitted site still needs footings. Less than 8% still needs framing. If that's not running out of places to build, I'm not sure how I could describe it more accurately. You get this because you've been here a while, and I appreciate that. You've seen how hard I work to keep my sensational titles completely true. "The Reasons People Hate Tesla" is sensational, but that was the ONLY thing covered in that video, and in exceptional depth. The frustration on my part is that I don't do clickbait, and I pay the price in terms of viewers, and even then I get complaints just because nuance doesn't fit on a bumper sticker. :(
    1
  15344. It's a few seconds long and a lot of people say they really love it.
    1
  15345. Breathe, my friend it's a conversation.
    1
  15346. Same.
    1
  15347. My track record is better than yours, ya goose.
    1
  15348. The Lorax speaks for them. Somebody call Danny DeVito.
    1
  15349. A few weeks or months, possibly, but that clock doesn't start until the damaging behavior ends. Elon still plans to be at DOGE for quite a few months at least, so we'll have to see what happens until then.
    1
  15350. THERE'S A STRUCTURAL DIVIDER BEHIND THE SEATS. If you remove that, you remove the structure.
    1
  15351. US policies are very protectionist.
    1
  15352. I have to admit I learned a LOT about how to put these together from my high school senior research project. Hated it at the time, but it was fantastic training.
    1
  15353. In the original video I used the 1994 Dodge Ram as an example of a styling break resulting in a surge of sales. That pretty much saved the Ram.
    1
  15354. Which YouTuber?
    1
  15355. People love bizarre lies. National Enquirer made a business out of it.
    1
  15356. I'm still doubtful that will be the final name, but it would be sufficiently hilarious we can't rule it out.
    1
  15357. Sure as heck seems like a better approach than trying to spin up an internal division this late in the game.
    1
  15358. No worries!
    1
  15359. Could happen. I'm expecting a stock price over $1,000 some time in the next ten years. Would you agree that's also possible, or am I alone in being able to see both sides?
    1
  15360. Glad you liked it!
    1
  15361. His internet connection was spotty.
    1
  15362. I don't know if we would get more efficient ICE & hybrid cars, since the CAFE standards are also being relaxed.
    1
  15363. I worked a number of weekends as an electrical helper as a teenager. The construction trades will be asking the last things automated.
    1
  15364. SO LOUD.
    1
  15365. I get threat you're trying to be insulting, but that's not even how cults work.
    1
  15366. They just have to say some point.
    1
  15367. What on earth is wrong with you people? You think showing the actual size of something is a lie? Nikola's pilot line is under 200,000 square feet. Tesla's factory is already well over 6 million and still has a loooong way to go. If you got stuck holding the bag, that's on you. The warning signs have been absolutely everywhere.
    1
  15368. Neat!
    1
  15369. That's my thinking too.
    1
  15370. It's getting there. It's growing nicely. ;)
    1
  15371. Crazier still, I love it!
    1
  15372. I've met him a numb6of times. He strikes me as sincere.
    1
  15373. I was so confused until I read your second comment. ;)
    1
  15374. They've worked every time before. If you need to plan for a once in a generation event, you're going to suffer inefficiencies for the other 7,304 days. Considering these cars have been operating successfully in the artic circle for years (yes, even those without a heat pump,) maybe we're not asking the right questions.
    1
  15375. You do know they have to build the factory before they build the trucks, right?
    1
  15376. You showed them!
    1
  15377. Eventually, but I do see it happening right away
    1
  15378. It was a suggestion in the comments, figured it was fair and worth a shot. Was a tad worried how it would go over, but it seems to have worked out.
    1
  15379. No, it's in reference to your disposition. AI Day didn't move the stock price, which would lead a reasonable person to conclude AI Day 2 wouldn't move it either. That turned out to be true, so why hold a 2nd AI Day? Because it was never about moving the stock, it was about recruiting. The only reasons you would want to artificially pump the stock price in the short term is if you're in danger of a buy out (nope,) or need to raise more capital (also nope.) The fact that the stock price didn't move and nobody dumped shares following these events makes your theory unravel.
    1
  15380. You know it!
    1
  15381. Don't worry, no one is taking any kind of advice from you.
    1
  15382. Wow, thank you!
    1
  15383. So you admit it's a thing we need, just that it's at the bottom of the list. Got it.
    1
  15384. Can you explain this more?
    1
  15385. THANK you for THAT... a lot. (sound about right?)
    1
  15386. Appreciate the support!
    1
  15387. I saw it right after it was posted. What an honor. I usually watch all his videos, but not usually that soon after they come out. Quite the pleasant surprise.
    1
  15388. @Steve Martin That's what I'm thinking too.
    1
  15389. Legally impossible. Who told you that?
    1
  15390. But why is the question. They've had 20 years to line up contracts, and did, but only enough to support hybrids rather than full electrification. It was a misstep.
    1
  15391. Pretty much!
    1
  15392. They make thre best selling model of any car in the world. I hope you're playing, because the alternative is concerning.
    1
  15393. That would be a possibility.
    1
  15394. I might be able to place videos on Twitter, but I'm not eligible for monetization there. You need 10,000 followers for that, and I'm nowhere close. I do post about almost all of my videos there, but it's not effective. Ovr the past 6-months it's driven about 1,200 views, which is not great considering the amount of time I spend on Twitter. :(
    1
  15395. If the truth hurts your feelings, this is not the channel for you. I told you this was going to happen and now we're watching it unfold.
    1
  15396. @michaelkatz275 REALLY?!? Because others in the comments are calling it ANTI-China propaganda. Which is it?
    1
  15397. Will be covered in today's video.
    1
  15398. It was an increase from the previous best month ever, not the most recent month. Pretty sure that's right without looking. :/
    1
  15399. Wise decision! The first challenge is finding an angle others aren't doing. I started with the side-by-side and math tracker videos, and found some analytical angles along the way. Then you have to know how to edit, which I'd spent years doing for various projects. The learning curve on that is brutal, but some channels are able to get by with formats that aren't as labor intensive. I'm envious of that, but this is what I do. Then comes the part you're talking about. What if YouTube stops paying channels? What if my channel gets banned? What if YouTube closes shop altogether? Those are all unlikely, but they absolutely could happen.
    1
  15400. Last I saw he's at 450,000.
    1
  15401. You can enable dashcam mode.
    1
  15402. Battery is 23% bigger than the Model X, but has 8-miles less range. The math doesn't seem crazy to me.
    1
  15403. My new editor Dom is almost finished with it. :(
    1
  15404. Be real, my guy.
    1
  15405. You and me both. I was confident in my math, but there's a whole world of variables to consider, and with how early I started, it's been remarkably close.
    1
  15406. There are other companies I expect will do well. I don't blame anyone for diversifying. But short selling? That has burned so many people who were just sure that they were the smartest guy in the room.
    1
  15407. Not sure how mainstream that website is, but the themes are plenty common.
    1
  15408. Not aware of anyone in his family being canceled.
    1
  15409. Megapack uses LFP batteries, which can't be used in the Semi due to the higher energy:weight ratio required.
    1
  15410. Which nourishments, exactly, and how would that even work?
    1
  15411. Well that's a lie. Model 3 was announced with a target price of $35k, which adjusted for inflation would be well over $43k today. You can get a much better equipped Model 3 for well below $43k, and into the low $30s with the incentive.
    1
  15412. I requested Jack's participation because he knows his stuff. If you think Tesla makes mediocre cars, you have to know that you're going to get pushback from people who actually know cars. Even Tesla haters have stopped pretending they're anything short of the best value in each segment.
    1
  15413. You get it. Sadly, they still don't, and the media laps it up.
    1
  15414. Ryan gets it. ;)
    1
  15415. I appreciate that!
    1
  15416. It shouldn't. Gas, hydrogen, and charging all have broad competition across brands.
    1
  15417. The fact that the Big-3 are struggling is their problem. They brought this, all of it, on themselves. Everyone else is doing just fine, and expanding their market share all over the world. As for the giggling, well, you're new here so I'll cut you some slack. A year ago the channel was a lot more serious, and it had less than 20k subscribers. After lightening up a bit (which I recommend,) it's grown faster than ever. The fun approach is the one that people resonate with.
    1
  15418. Appreciate the good behavior being rewarded!
    1
  15419. Could be hilarious.
    1
  15420. Glad it was helpful!
    1
  15421. Boston Dynamics is 2 years behind on hands alone.
    1
  15422. None of my gang joined me, so it's a lot of time by myself on the road.
    1
  15423. Acceleration Boost is a neat party trick for new riders, but it's already plenty quick enough to impress people.
    1
  15424. Absolutely!
    1
  15425. You bet!
    1
  15426. That's going to take ages.
    1
  15427. That isn't what words mean. EPA made the standard. They do not deviate from the EPA rating. The equation designed by the EPA is what you have a problem with. If you want to get back on topic, the claim is that there's some nefarious, secret gang at Tesla canceling perfectly valid service appointments when there isn't. That's a lie. Don't go out of your way to support the liars.
    1
  15428. Can't wait!
    1
  15429. Thanks so much!
    1
  15430. Weird flex but okay.
    1
  15431. Ugly is a matter of opinion, the other things are mostly mistaken.
    1
  15432. Very true, though I imagine all the other car companies will keep pumping them out. I must have seen the Bill & Ted Taycan ad 70 times. Yes, algorithm, I have interest in that car. No, I'm not going to buy it.
    1
  15433. They didn't sell the brand new ones.
    1
  15434. Then you've come to the right place!
    1
  15435. Not a thing.
    1
  15436. I've seen lower numbers, but nothing under a trillion.
    1
  15437. It's really hard to move a stock as big as this. I suspect it's just plain ol' clickbait to make an even quicker buck with effectively no risk.
    1
  15438. And that's just the current version. I'm sure the next version will be a little better across every metric, and likely a little cheaper to build.
    1
  15439. YouTube is a tough nut to crack. We'll get there. ;)
    1
  15440. Exactly. Make it is absurdly impossible as the targets in the 2018 plan.
    1
  15441. If that's the dealbreaker for you, this is definitely the wrong channel for you.
    1
  15442. Who trashes Warren?
    1
  15443. Can hardly explain how deep an honor it was to see these both come in on the same day. Just... just wow. I guess I'm doing something right.
    1
  15444. No one. Specifically, Tesla didn't pay S&P to rate them, so they didn't bother even looking at it. They don't care about their clients best interests. They care about their own bottom line.
    1
  15445. Very cool!
    1
  15446. Starship diameter is 30-feet. Maybe you mean the 17 feet of the larger, proposed Boring tunnel, which would match the fairing diameter of Falcons 9 and heavy.
    1
  15447. Between the tariffs and the threat of invasion, I'm not sure all Canadians are quite as excited as you.
    1
  15448. No need to imagine some grand conspiracy when the simple truth is that there's plenty of motivation to be terrible all on his own.
    1
  15449. China isn't slowing down. Europe may struggle a bit, but it remains to be seen to what extent.
    1
  15450. You can say what you want about the Amish, especially on the internet.
    1
  15451. Seems fiddly and complicated for a single microphone.
    1
  15452. Fingers crossed!
    1
  15453. Feels like they would.
    1
  15454. They look pretty sweet.
    1
  15455. No doubt!
    1
  15456. Did he really wear that? Shawn is rich, and well-marbled, so maybe the message was "eat me!" because that's what it sure sounds like.
    1
  15457. He's lying or you are.
    1
  15458. I imagine this is something the production vehicle will address.
    1
  15459. Absolutely! Many pension funds and ETFs can't touch it until the rating is upgraded no matter how much they want to. This will unlock a lot of new buyers who will be in it for the long haul.
    1
  15460. Oh thank you!
    1
  15461. NHTSA has been uniquely harsh on Tesla.
    1
  15462. I appreciate that! I'm just glad it works because it's who I am and if I had to tone it down or go all the way flat, well, this just wouldn't be nearly as much fun.
    1
  15463. The timing wouldn't surprise me.
    1
  15464. That's a huge difference!
    1
  15465. Keep your mental illness in check.
    1
  15466. Tough to say, right? It's growing quickly, but so is automotive. If the 50% YoY growth holds, I don't expect stationary storage won't catch it until the auto market is maxed out.
    1
  15467. Not sure that's true. We've seen footage from inside their factory. If they're not making the major components, who is?
    1
  15468. Doesn't make sense. Even when I share good news, Nio investors are too toxic and irrational to dedicate any more headspace.
    1
  15469. Did I? How?
    1
  15470. Shouldn't be any worse than other vehicles of the same size, and forward collision avoidance will be standard, while on others you have to pay extra for that.
    1
  15471. People tend to forget that politicians recognized as "conservative" used to also care about clear air and water. It was Nixon who created the EPA. Times change.
    1
  15472. So you're saying NASDAQ is a bubble?
    1
  15473. I'll just let the professionals handle it.
    1
  15474. There are some really loud racists out there spreading misinformation. Their claims make no sense and don't pass even a cursory fact check. They know they're lying, and that most good people don't have the time to look into it. We're better off ignoring them.
    1
  15475. Agree completely.
    1
  15476. Looks pretty slick.
    1
  15477. My 2008 Zenn Electric was built from a Microcar MC2. It was adorable and very real, but if you watch the low speed crash tests, you wouldn't feel comfortable driving it.
    1
  15478. I bet there's also a way to provide feedback without being mean, but here we are. ¯\_(ツ)_/¯
    1
  15479. The warranty on a Tesla battery is 10-12 years (or 100k miles.) That's about 3x longer than most cars warranty their drivetrains. If your engine or transmission fails, you're likely going to need a whole new car. So unless the battery (or motor/transmission) costs significantly less than the reasonable depreciated value, it doesn't matter.
    1
  15480. Doesn't really fit with the mission.
    1
  15481. The only person dumber than Norlund is anyone who takes his advice.
    1
  15482. That's the kind of change you want to see in the industry!
    1
  15483. That's not how it works.
    1
  15484. Starlink phone? This is the first I've heard of this. The satellites don't support communication like that. :(
    1
  15485. The Roadster delay is pretty unforgivable considering how gigantic the deposit was. It's fully refundable, but this has still been pretty insane.
    1
  15486. Nope, he's good.
    1
  15487. Possible, but I still imagine they'd want a cut.
    1
  15488.  @forwardthinkingtrucker  Please report back your findings. Thanks!
    1
  15489. Glad you think so!
    1
  15490. Some weeks are more aggressively FUDdy than others.
    1
  15491. That's a neat idea. I'll have to think on it because with it as close to done as it is there's going to be a lot narrower range, and just by copying the grid we're likely to have some fairly close guesses. I think something like "date of the last wall put up" would be interesting too, and a lot harder to guess. Any other ideas?
    1
  15492. Thank you kindly!
    1
  15493. I think it's coming out sooner than that.
    1
  15494. The odds are low, but people are indeed killed by mountain goats.
    1
  15495. If it makes a critical mistake every 3-5 miles, it doesn't work most of the time. This isn't clickbait.
    1
  15496. Should add that all cars are impacted, regardless of drivetrain.
    1
  15497. Didn't even hear about it. Just isn't exciting enough I guess.😔
    1
  15498.  @julioblanco  I also can't get by on 2 seats, but I also can't get by on fewer than 6.
    1
  15499. All of it, really.
    1
  15500. Many thanks!
    1
  15501. Google dominates, but everyone has search engines that are better than what Google had when they rose to prominence.
    1
  15502. It was a LOT of work to put this one together, but I'm happy with how it turned out.
    1
  15503. You're an odd duck.
    1
  15504. Go look up how many cars BYD was producing when Elon was asked about them. The numbers were low and the cars were garbage. The question was comical at the time. The critical difference is that Tesla has been taking BYD seriously for years, and legacy auto still doesn't have a clue.
    1
  15505. Until the insane dealer markups go away, the companies selling hybrids are at a distinct disadvantage. You'll never get that back on resale.
    1
  15506. But Giga Berlin was built just as quickly as Giga Texas.
    1
  15507. Classic!
    1
  15508. How so?
    1
  15509. Well that was fun!
    1
  15510. Only if you don't understand how car rental agencies work. They typically buy at a fleet price, run 3 years, and sell at present day Blue Book Retail with some manufacturer warranty remaining. New car prices have fallen, and often have a much larger buyer rebate. A NEW Model 3 can be had in the mid $20s after incentives. $20k for a battle-hardened used model is not a huge discount.
    1
  15511. Legacy builders have been promising a fleet of industry leading EVs "in two years" every year since 2012. Ford is able to buy batteries from new supplies, but Tesla has had contracts with them for years. They are the buyer of choice. Their commitment to EVs has never been in question. It is speculation, but it's not unfounded. My track record on predictions has been very solid.
    1
  15512. The only footage I've seen is from propaganda rags like China Observer. I can't report things without credible sources.
    1
  15513. That's good info, thanks!
    1
  15514. That's tragic to hear.
    1
  15515. How were they supposed to sell a car that wasn't in production? Do you think about these things before posting them?
    1
  15516. Exactly.
    1
  15517. There's no evidence. Just a bunch of crybabies at dealerships who didn't bother to move the cars they had sitting around on their lots gathering dust until it was too late.
    1
  15518. The economy isn't in the gutter, and the US has emerged from the pandemic far stronger than most countries. I'm sorry if you're in a country that's struggling, or if you personally are struggling.
    1
  15519. You joke, but that's honestly not a bad idea.
    1
  15520. I've found it brakes later than I would, so maybe it comes down to individual preference.
    1
  15521. Great to hear from you Tom!
    1
  15522. Wow, thanks!
    1
  15523. Pictures are out there. It's not very exciting.
    1
  15524. Naw.
    1
  15525. For higher floors, they just use temporary loading platforms. It's much too high to forklift in to the upper floors.
    1
  15526. I've never seen a breakdown, but I'm sure the number is fairly low.
    1
  15527. Can't imagine that happening.
    1
  15528. Because over 99% of battery announcements are bogus.
    1
  15529. All ass-tracks are weird. Just gotta pick one and go with it.
    1
  15530. Sent a note to the editor.
    1
  15531. Wow, thank you!
    1
  15532. Very true.
    1
  15533. I suspect they'll want to ramp quickly, and the battery factories need to get built and ramped first.
    1
  15534. Semi doesn't use 4680, so I don't think that's it.
    1
  15535. Will be interesting to see some crash testing when it becomes available. Smart Car is tiny but does great in crashes. Not sure this is quite up to those standards.
    1
  15536. My choice of hairstyle is negatively impacting me as a person? What a genuinely bizarre belief to have, let alone share. Masks save lives. The area had a fair number of people, and once you get away from the car, it's impossible to know how many or what kinds of folks you'll encounter. My caution causes you no harm, and could improve or even save a stranger's life.
    1
  15537. Got your email.
    1
  15538. I'll try!
    1
  15539. Maybe not at launch, but I think those numbers sound reasonable.
    1
  15540. No worries, I wasn't planning on making out with you. Glad you liked the video!
    1
  15541. AI is fundamental disruption and that's notoriously difficult to forecast. Even the best are going to get some of it wrong.
    1
  15542. It would be grossly irresponsible to pretend this isn't happening.
    1
  15543. Definitely true, but most of these concepts are never meant for production.
    1
  15544. For sure! Message me when deliveries get started and I'll get down there!
    1
  15545. Not everyone knows who he is. Fortunately, there's another video with him on this very channel where we never once mention his credentials here: https://www.youtube.com/watch?v=Rt-xm-pdsAQ
    1
  15546. Good luck with that. I don't offer price targets, but I know a wind up when I see one.
    1
  15547. Reports of media manipulation are overstated, or outright mistaken. Cash is king. The only thing the media cares about more than clicks is advertising dollars. ANY headline about Musk will generate clicks, but Tesla doesn't pay for advertising, which often results in more favorable coverage.
    1
  15548.  @paulmcgreevy3011  It doesn't fit my narrative. I follow the news extremely closely. It's kind of my job. The motivations are obvious when it comes to green energy, and it's financial. I've done several videos examining these media biases. There's a lot of money in politics, but there's more money in money itself.
    1
  15549. If it's already on that platform, it isn't the ride and handling you're testing so much as the quirks unique to it. Does the shape of it result in an odd resonance? Can't test that without the final parts in their correct places.
    1
  15550. Polestar, Geely, and Volvo all had sales in Q4. They just can't scale due to protectionist import tariffs.
    1
  15551. Your math is completely wrong and you should fix it. 29 cents means it's less than 10 cents a miles. 18 cents means it's less than 6 cents a mile.
    1
  15552. Read through the comments.
    1
  15553. To be fair, they could be comments from different people.
    1
  15554. More like 2m, but the point stands. Did you watch the whole video? I ask because we're not saying it won't be sold out for years.
    1
  15555. I made videos about that. I'm pretty sure you commented on them. We're past it. His video was entertainment, not science. Please don't waste my time.
    1
  15556. Well put.
    1
  15557. I know you're joking but there are some really slow yokels who say that without a hint of irony. Can you imagine how dense they must be? Dense or deeply dishonest. Not sure which is worse.
    1
  15558. If they're not losing sleep over this, they're not paying attention.
    1
  15559. Glad you enjoyed it!
    1
  15560. Oh no! Hope you're on the mend.
    1
  15561. It doesn't prevent nagging. That's why you see me apply pressure to the wheel in too great of force and kicking it out of AP. I didn't know how much pressure to apply, and it was asking.
    1
  15562. Good news. My birthday wasn't on Memorial Day. You okay?
    1
  15563. He's not saving anything. He's shifting it in a direction you prefer. That's not saving, it's just altering.
    1
  15564. How are they blocked if I can see them? Have you tried CTRL+F5? There has absolutely NOT been "fraud in the trillions" uncovered. There's been spending for programs that Elon & Trump didn't like that they're attempting to claw back, but that's not what fraud is, and with a balance sheet as big as the US Federal Government's, you're not going to find it with some junior tech bros. You need forensic accountants for that, and DOGE currently utilizes precisely zero of them.
    1
  15565. But they have chosen the winners, and it's the wrong one.
    1
  15566. That's why you gotta zoom out my friend. You'll notice it's gone from 200-250 employee cars to closer to 900. We're at the point where many things can be worked on all at the same time.
    1
  15567. So one part of one city in one state in one country has a problem, and that's somehow front page news worldwide? Reminds me of the stories we saw when a hurricane was coming and there were dingdongs stocking up on GASOLINE, exacerbating the already serious shortage they were facing.
    1
  15568. Yes, but that's kind of always how it's been. The hard push for return to office shows the work from home elites aren't about to let that change.
    1
  15569. Literally never considered that, but those equatorial launches can save mad amounts of fuel.
    1
  15570. Yawn. At least you'll have the cash fire to keep you warm.
    1
  15571. Is the semi going to be built at the same location?
    1
  15572. Aw, thanks!
    1
  15573. You don't. If you're falling for the website that claims to track them, you should dig a little deeper. They include not at fault accidents resulting in death where the OTHER car caught on fire, and none of the deaths were caused by fire. They even include cats. Literal house cats. Do better, man.
    1
  15574. Surely the last 8 years shows you nobody important ever gets locked up.
    1
  15575. Coming soon!
    1
  15576. Wow, thanks!
    1
  15577. There's always ointment what ails ya.
    1
  15578. Hot damn. You got me with that one. Well done.
    1
  15579. Can you help me understand the difference? My Googling suggested "gantry" was a synonym for bridge. HALP! Thank!
    1
  15580. It does need it. I'm barely keeping my head above water, and without those, the majority of people just won't watch.
    1
  15581. Could be that they have enough batteries for 10-20k units, but not 100k. They were hoping to have all MY moved over to 4680 by now, which would have freed up 2170 cells for semi, but that ramp is not going as planned.
    1
  15582. People with a skin thick enough to weigh the value of their contributions to the industry, and their paycheck? Every job has people you don't like. Mine has them and I work for myself. Quality people are sometimes lucky enough to find work that fulfills them.
    1
  15583. Thank you Kym!
    1
  15584. Makes a fair comparison pretty impossible.
    1
  15585. States rights.
    1
  15586. And I love giving them, despite the anxiety it induces. :/
    1
  15587. I've hear some people say that. I've never agreed. Lower prices drive sales. Full stop.
    1
  15588. It's easy to forget that they CAN monitor and manage things like that with the app, and have the programming prowess to effectively implement it. Great points all around, thanks!
    1
  15589. Glad you liked it!
    1
  15590. Wow, thank you so much!
    1
  15591. More of a hobby than a business.
    1
  15592. The F-150 is sold in the UK, as are lorries.
    1
  15593. It's gonna be a wild ride.
    1
  15594. Interesting! Like how a brand new printer often comes with very little ink.
    1
  15595. BOOM!
    1
  15596. Making everything more expensive will hurt everyone.
    1
  15597. Nope. It's your time to get wise.
    1
  15598. Thank you so much!
    1
  15599. Nice work!
    1
  15600. There are websites where you can decode your reservation number to get a pretty good idea.
    1
  15601. This was shot 3-days before the motor video was released, but it had already been recorded.
    1
  15602. Dave Chappelle hasn't been canceled. If you have to lie to make your point, it usually isn't worth making. It was new information to you, and that's great. It was a poor interview conducted poorly. This isn't an an attack on Elon or religion or any political party. This is recognition of a bad job. They failed. As a fan, you should expect better.
    1
  15603. I think so too!
    1
  15604. We're already importing cars made in China (Polestar and Volvo,) and they are up to the necessary quality and safety standards. China-made Teslas are also sold in Canada.
    1
  15605. Bots don't require societal approval. There are enough business applications it won't matter.
    1
  15606. Boom!
    1
  15607. Well put!
    1
  15608. The ID4 is a perfectly capable car, but buyers don't find it particularly compelling. I'm still waiting to see a mass produced EV with anywhere close to the brand enthusiasm Tesla enjoys. Other channels have tried to focus exclusively on the MachE or even more generally on a particular brand, but they tend to fizzle after the hosts realize how little interest there is in drone footage of a non-Tesla factory, or a car that is, at the end of the day, just another car.
    1
  15609. It doesn't appear incapable of passing van tests.
    1
  15610. It's tough, right? If you believe it's going to 10x, the choice becomes "do I pay cash to buy a Cybertruck today, or give it ten years and buy a house instead?"
    1
  15611. But you haven't bought one. That's where it hits the balance sheet. That's what I'm very, very good at projecting.
    1
  15612. Wherever you got that calendar ripped you off.
    1
  15613. Sweeeeet!
    1
  15614. That's a fantastic question?
    1
  15615. I already ran that math. ;) https://youtu.be/OWtnyB3nl3I
    1
  15616. @The Lone Wanderer here you go... https://youtu.be/OWtnyB3nl3I
    1
  15617.  @thelonewanderer420  Not a sign of laziness! I make so many videos it actually took me a bit to find it and I knew exactly where to look! :)
    1
  15618. I can't imagine it would survive if they tried to lock it down.
    1
  15619. I'll go take a look, thanks for the heads up.
    1
  15620. Another fine point.
    1
  15621. 3/Y was the motor stated at the unveiling, but I've seen qualified speculation (by Sandy Munro and others) that it may be the Plaid motor, or a 3/Y motor with Plaid elements. The battery definitely will be the 4680, but I'm not convinced it will be at launch. The Plaid was also supposed to use 4680s, but production delays prevented that, and it requires far fewer of them. They still need those cells for the CyberTruck and Texas Model Y. I haven't heard any speculation about HW3/4 yet, though neither would surprise me. I think if HW4 is ready, they'd want to keep it quiet until it's ready to go out across the entire fleet.
    1
  15622. Listen more, talk less. Your faulty premise makes clear how you arrived at such fundamentally flaws conclusions.
    1
  15623. All those things. ;)
    1
  15624. Total bull. Get past that.
    1
  15625. Oh goodness, are there more of them?
    1
  15626. @Johannes Schaller LOL. I'd bet you on it, but I know you'd never pay.
    1
  15627. Wait, are you saying that because you don't like minivans, nobody should offer them?
    1
  15628.  @aussieideasman8498  What I hear you saying is you don't know how any of this works. GM went bankrupt. They still own their patents. They were bought out of the bankruptcy proceedings. You should be asking Google these questions.
    1
  15629. I hear you.
    1
  15630. Awesome!
    1
  15631. Too funny! Well, next time you have to say hello.
    1
  15632. Thank you for this!
    1
  15633. Absolutely!
    1
  15634. I've used it extensively when I was commuting from the suburbs to the University, and later downtown. For those, you still need a car, but you book a lot fewer miles. That worked great, but it was a narrow use case. Great news though, those routes were always busy.
    1
  15635. Glad it was helpful!
    1
  15636. Oh thank you!
    1
  15637. English major here. Grammar pedants are usually wrong.
    1
  15638. Much appreciated!
    1
  15639. Safety first. :/
    1
  15640. I'm not aware of any current investors who assess the value of tesla based on the sale of automobiles. Maybe that nonsense sells in the comments of newer communities, but you're in the lion's den here, my friend. EVERYBODY sees through such sentiments.
    1
  15641. You and me both!
    1
  15642. Just doing bot stuff, I guess?
    1
  15643. Today it was on a highway that ends in town and the speed limit goes from 55 to 35. Well past the sign I was still going 57. I disengaged.
    1
  15644. That joke came up in conversation literally a few days ago. Too funny.
    1
  15645. You had my curiosity, but now you have my confusion.
    1
  15646. Indeed!
    1
  15647. It IS 48v. The deeper explanation might have been in part 1.
    1
  15648. It's looking more and more not-impossible. What's your reservation number?
    1
  15649. Big fan, big fan.
    1
  15650. No doubt!
    1
  15651. Sounds great! Congrats on, well, all of it really!
    1
  15652. Definitely looks interesting. Thanks for the info.
    1
  15653. Right on!
    1
  15654. Eventually for sure.
    1
  15655. It will be overturned on appeal.
    1
  15656. All of it will improve. If anyone is expecting the first iteration of a whole new product to be the pinnacle of the design, they're going to be pleasantly surprised to watch improvements in battery, motor, and BMS performance with each new model.
    1
  15657. No one has asked. They take questions from shareholders and institutional investors, but it's never come up.
    1
  15658. I have faith in you.
    1
  15659. If his points were sufficiently compelling on their own, he wouldn't have added layers of fiction to muddy the waters.
    1
  15660. It was the editor's first time with this type of footage. It will improve.
    1
  15661. Foolproof!
    1
  15662. The schematics didn't change. Only the part number. That only leave room for innovation in the way they number their parts.
    1
  15663. Absolutely!
    1
  15664. MegaPacks were not considered by WS analysts until it was already churning hundreds of millions.
    1
  15665. I think this is accurate. More effective on the coasts where semi speeds are capped at 60mph (100km/h) than in places like Texas where they can go 70mph. Wind resistance at higher speeds takes a serious toll on efficiency.
    1
  15666. Unless you live in an urban Chinese city, you'll have nowhere to swap it. Good luck with that. I charge at home for 80% less than the cost of gas. Unless I'm on a road trip, I spend zero minutes "filling my tank."
    1
  15667. I'm not sure on Nevada. I know Mexico is in the permitting phase with groundbreaking expected in the next month or so, which was the schedule we heard at the announcement.
    1
  15668. Because I've already talked about it in other videos. The news now is that it's time to vote.
    1
  15669. Not really pushing. In the most favorable countries, they only get the same treatment as any other country of origin. Scandinavian countries treat EVs very well, but that's not unique to brands from China.
    1
  15670. Ha ha!
    1
  15671. Pretty sure that's right. ;)
    1
  15672. Boom
    1
  15673. I'm not in Oregon. I'm in a small, heavily red district an hour north of Portland. My county is mostly loggers and farmers.
    1
  15674. It wasn't taken on any platform.
    1
  15675. Single source rumor, and WSJ isn't as reputable as they once were. When exactly would he use drugs if he's subject to frequent random drug testing through the Department of Defense?
    1
  15676.  @mrschuyler  I'm not saying my analysis is without flaw or uncertainty, but there is a method here, and I'm transparent about how it operates, and I appreciate that you recognize this. In this week's update I'll explain a few ways I can refine it for the next factory.
    1
  15677. But until then, the majority still don't quite understand what Tesla is actually doing.
    1
  15678. I don't know if I've ever said that Chinese cars are going to kill us. I'm generally impressed with what they've got going. True experts aren't always interested in going on camera. It's frustrating, but how it goes. I do my best.
    1
  15679. Got it as a hand-me-down from my buddy Jeff. He thought it was too cool to go in the trash, and I absolutely agreed!
    1
  15680. Your personal insurance doesn't cover you for commercial uses, including Uber & Lyft. Those companies will offer you the additional coverage, but they are able to afford it by taking a massive chunk of the driver's revenue. There's no free lunch with insurance companies.
    1
  15681. Because he's the CEO, not the engineer.
    1
  15682. And they really don't look that much alike, apart from them both being vaguely human in shape.
    1
  15683. @rv7pilot Exhausting nonsense. With a mentality like that I'm guessing YouTube has you at a higher filter level than I'm able to see on the dashboard. They remove stuff all the time, including my own comments.
    1
  15684. Wow, thank you so much!
    1
  15685. Looks like a Bolt knockoff in the back with Ford Focus headlights.
    1
  15686. If they can survive long enough to get the midsize into production later this decade, you may get your wish.
    1
  15687. No customer has purchased the Boston Dynamics humanoid robot. It's still in development. If you want to talk about bots that are not in the human formfactor, you have to include vehicles. Unless you count the Roomba, Tesla leads that space by a significant margin.
    1
  15688. @freddied2485 Ask the CEOs of the other companies. They're increasingly vocal about it.
    1
  15689. I don't see a casting in that still image. Help me spot which parts are which?
    1
  15690. B&B or Ringling? Not that it matters, but you should ask for a refund from whichever clown college sold you that degree.
    1
  15691. You're welcome! Glad you enjoyed it!
    1
  15692. Thank you very much!
    1
  15693. It is done. It's the winner. The charging standard wars have ended.
    1
  15694. I'll try to do more. They're just very involved in the edit is the issue. The bigger Tesla YouTubers make more off a single hot video than I've made in the 10+ months of the channel, so I have to balance my time to avoid going broke. :(
    1
  15695. Something to work on for the future.
    1
  15696. It is, yes.
    1
  15697. Why would it cost any more than any other truck? It has more advanced collision avoidance than anything else in its class, and will not only be lighter than the F-150 Lightning, but it's also smaller in every dimension.
    1
  15698. @Kevin Smith You've seen so many of these videos and you still don't get it. The methodology hasn't changed. Production is imminent, as expected. As I've said always said, the timeline measures precisely that: time. It has nothing to do with dollars spent, man-hours invested, or complexity of any given element. It has to do with the number of days. You know, time.
    1
  15699. I can only take him at his word, and in consideration of the lofty objectives of DOGE, it seems it's a high priority.
    1
  15700. Elmer FUDsters. Very nice!
    1
  15701. By 7x'ing the floor space where they're curing. Space isn't free, but if it's cheaper than the metal + parts with that weigh penalty, we may see it implemented. I still think it's a longshot, but it's an interesting thought experiment. It's not as radical as some of the other changes we've seen become common.
    1
  15702. You can buy him a microphone if you want.
    1
  15703. 25-cents really is too low, even for a $25k vehicle. They aren't empty half the time though. It's not A to B rides and back to A, but A to B to C, D, E, F and so on. There is down TIME, but not so much down DISTANCE, which is what costs the juice and wear.
    1
  15704. The market is vast, so it's not that any one company could realistically dominate. Tesla's 2nd MegaPacktory is twice as big as the first one, and stands to rapidly increase deployments. They could increase 300-400% and still not break into the top five by volume, since their competitors are likely increasing capacity as well. They may already been in the top spot by profit, though.
    1
  15705. They did.
    1
  15706. Awesome, thank you!
    1
  15707. My guess for scale production is the 2nd half of the 2020s, though that's a very big window. The investment needed is a much bigger question. The factory itself is the easy part, maybe as little as $200-300M fully equipped. It's the R&D that will cost the most, and I would guess easily in the $1-3B range. For the high side of all these numbers I'd say $600M for the factory and $10B for the R&D. For the highest side of all, I'd say $3-4B in R&D, but it never happens. I think this is the least likely scenario.
    1
  15708. Tesla sold a lot of cars before they moved into the old NUMMI factory, and they did so without drawing on their limited cash reserves. They bought the plant for stock, and it came complete with an awful lot of the equipment they needed.
    1
  15709. Love it!
    1
  15710. Thank you so much!
    1
  15711. I think FSD will follow the same curve as a lot of previously "impossible" technologies. Within a short time of someone cracking it, everyone will crack it. With FSD a short time could still be as long as 2+ years, but compared to how long it's been under development (the 80s in some cases) that's very quick. The advantage Tesla has is that, even if they are 2nd or 3rd to market, they'll still be first, since they'll have millions of cars on the road ready for it with a near-zero cost OTA update. Compare that to Cruise where they'll need to first design the new cars, then build them, then sell them. And while not every present-day owner wants FSD, those who have no interest may be persuaded to sell their Tesla to someone willing to pay a $20-40k premium just to get it. Great! Let those folks sell their Model 3 with 80k miles for $80k so they can get something brand new with all the bells and whistles, apart from FSD.
    1
  15712. Not $2 per tank, but $2 per kWh. That's what VPP owners can sometimes get in places like California. That's $100-$160 for the full capacity. If it's under warranty and the way someone makes money, they'll go as high and low as possible, as we saw with Uber drivers who got free unlimited Supercharging. This kills the battery, unless it's LFP. Read some of my other replies to see more of the math.
    1
  15713. Haven't found a topic I think would sell
    1
  15714. Especially true on the retail cost part. At $200 I'd drop it instantly. There would still be tons of rural customers, but I can't speak to whether or not it would be enough. Five years sounds short, even to me, and I suspect the V2.0 sats will have more fuel on board, but considering it's only taken 3 years to launch the constellation as it exists today, and the launch cadence has been accelerating, it's not too short of a window. It's likely that, even with these Falcon-era satellites, they'll become revenue neutral within 3 years of first launch. More markets are coming online all the time, and those do not require additional satellites, just transmission permissions over those territories. I'm confident they could 4-10x today's revenue with today's satellites. Version 2 WILL be another step change, and I can't wait to see it in action.
    1
  15715. Had no idea. Crazy.
    1
  15716. See you there!
    1
  15717. Thanks 👍
    1
  15718. Wow, thank you so much!
    1
  15719. Mount Angel, Oregon? That's 90-minutes south of me! You should catch us at EVs & Caffeine in Vancouver, WA some time.
    1
  15720. Appreciate it.
    1
  15721. HW4
    1
  15722. I know, right? People are increasingly saying the union cars are too expensive, poorly made, and the factories deserve to close. I disagree. I believe in them.
    1
  15723. It's going to become an issue for sure. If jobs no longer exist, how do people pay the bots? It's going to present some challenges.
    1
  15724. Jack was the co-host.
    1
  15725. It was a great deal for the existing members, and a slap in the face to everyone hired since.
    1
  15726. You're holding a political belief over a data-driven belief, and that's your right. When you follow your hopes, you're sometimes right. When you follow the data, you're almost always right.
    1
  15727. If the shoe fits, put it on the other foot... pretty sure that's how it goes.
    1
  15728. At a high but not unreasonable volume, I think they could build them for $80k, even with all the overcomplication. The problem is they'd still be losing money, and there nowhere close to that volume. I was deeply disappointed to see all the bells & whistles on the R2S/R3S because they add far more in cost than they do in actual value.
    1
  15729. Sandy is on a whole other level. ;)
    1
  15730. I do a lot of volunteering at food banks. That's what we call the folks there by court order. That's a big chunk of the helpers we generally get, with a handful of students filling course requirements, and then the core group of regulars, most of whom are retired.
    1
  15731. I can believe they'll have something. What I struggle to believe is that it will look or function much like the presentation suggests.
    1
  15732. Three were a couple, but not many.
    1
  15733. It works great in Seattle and Portland, but not in my city for some reason.
    1
  15734. Were you expecting something else? This keeps the site on pace. What were you hoping to see? And what do you expect for next week? Zero percent? Two percent? Some other number?
    1
  15735. Is OnStar remotely monitoring that Cadillac that just drove by? Same idea.
    1
  15736. It's migratory.
    1
  15737. @Michael Schuyler - Worse than that. He was already wrong when he said it. Pilot production had already started.
    1
  15738. I have aggressive settings on the filters. YouTube doesn't appear to do much to seriously combat them.
    1
  15739. What was #13?
    1
  15740. Maybe so!
    1
  15741. It's pretty clear how they got it. They purchased it somewhere and used it. The dish only knows where it is, not who is using it. Starlink was criticized for not being available in conflict areas, now it's being criticized because it is.
    1
  15742. $15k is a serious chunk of cash. It's easy to say it's "worth" $50k or even $50k a year because that's what a professional driver would charge, but it doesn't add up when most people would never hire a chauffeur.
    1
  15743. Fair .
    1
  15744. He was very clear about that.
    1
  15745. Not familiar with their hiring procedure.
    1
  15746. Ghoulish. Probably worth keeping to yourself.
    1
  15747. Bezos paid a billion in taxes. Sit down.
    1
  15748.  @nemos890  nobody cares. Not even you. Troll softer or troll elsewhere.
    1
  15749. That would result in a redundant structure for the middle since the battery pack is largely structural by nature.
    1
  15750. You bet!
    1
  15751. Love it! Though trees falling, vandalism, and other claims could still arise.
    1
  15752. Could be.
    1
  15753.  @MarkXHolland  My plan is to leave enough to my wife that she'll never have to worry about covering bills.
    1
  15754. They're nothing but haters. There's a Waymo engineer in there who always posts about how lidar is the ONLY way, but he only knows how his approach works. I've gone back and forth with him, but once I invited him on to discuss it and he shut right the hell up.
    1
  15755. Lost everything shorting, huh? That's rough. Sorry to hear it.
    1
  15756. I appreciate that. The grid really is an elegant solution because it's fairly automated. Once I update the letters in each cell it crunches everything else for me. This will make it SO much easier to make updates. And as for the humor, well, I did that for a living in a past life. Honestly the reason I never started a Tesla channel sooner, despite being a bit obsessive about following the company, was because I was still clinging to the dream that my low-level success could still break out. It didn't happen, and that's okay, but it's still a big part of who I am. There are only so many ways I can differentiate myself from the other guys who offer similar information. Humor is one, but the real difference needs to be the quality of my information. That's where I'm trying to really shine. /rant Thanks for being here!
    1
  15757. They were right. The critical difference was that Tesla has always sold every vehicle ever made at a gross profit. Lucid has never sold a single unit for even 70% of what it costs to build. This means that for every car Tesla sold, they were closer to breaking even. For every car Lucid sells, they're further behind. That means the best way to stop the bleeding for Lucid is to sell fewer cars. So far, they've proved very good at selling fewer cars. We know they can build them faster, but they've chosen to slow down. Tesla was already planning the Model 3. Lucid is only planning the Gravity. If Lucid were able to capture 100% of the $100k+ SUV market, it still wouldn't provide enough revenue to stop the cash burn. That's untenable. These are all facts that are not in dispute, and not revelations from this video. It's all publicly available information. What this video makes evident is that the corporate governance is a disaster. Their ship is rudderless. Their plan is to keep raising more and more cash forever.
    1
  15758. Bit salty.
    1
  15759. Sounds like half my old office.
    1
  15760. So you're saying it's qualified for middle management? That makes sense. We have seen it watering plants.
    1
  15761. That's what their plan appears to be.
    1
  15762. I still follow that news. Sure, they resort to just making stuff up, but as soon as they're something real, they're going to be all over it. I keep my blinders off so it won't catch me off guard.
    1
  15763. Awesome! Thank you!
    1
  15764. That's one guess.
    1
  15765. Very exciting!
    1
  15766. Glad it was helpful!
    1
  15767. Pure sodium loves to oxidize. This isn't that. Appears these are safe.
    1
  15768. Thank you! Cheers!
    1
  15769. This is less to me about THEM doing the biggest things, but that they are uniquely positioned to know which big things are likely possible.
    1
  15770. It's a tough enough racket even when the company is on board. This way is so much harder.
    1
  15771. You're not wrong though. It has to not only hit the specs, but the specs you need for your use case.
    1
  15772. Doing the legwork takes time and money. There are painfully few of us willing to leave the studio. The bigger problem is that all the extra work usually doesn't do as well as the studio stuff. Very frustrating, but I understand why they take that approach.
    1
  15773. Channel 4 is government controlled. BBC just gets a grant through the license fee. The government has no say over what they publish, and they are not at risk of losing funding.
    1
  15774. Takes some sus math right there.
    1
  15775. Talking with him really inspires confidence in the mission, and the vision. Seeing the factory inspires confidence in the execution. That was my takeaway.
    1
  15776. Maybe on pay-per-view?
    1
  15777. That's my understanding as well. They were the first to get this benefit, but others have done it since.
    1
  15778. A growing number of industry leaders disagree with your conclusion.
    1
  15779. Wow, thank you! I appreciate you naming names, because in Dillon's case I happen to agree that he's pretty awesome.
    1
  15780. Glad you enjoyed it!
    1
  15781. I dunno about that one.
    1
  15782. Shut up, Zazu, you know we love you.
    1
  15783. Seems like an easy enough adjustment on the production side. Once they're ramping the factory and find that the eager customers are awaiting installation of their own charging infrastructure at their warehouses and hubs, I could see a hasty pivot to making yard trucks to just keep the units moving.
    1
  15784. I know, right?
    1
  15785. I'm good.
    1
  15786. WOW! That's amazing.
    1
  15787. I appreciate that!
    1
  15788. LG was responsible for the Carlsbad fire as well. Unfortunate.
    1
  15789. How much share dilution do you expect to bring Gravity to market, and how much more to bring the mid-size to market?
    1
  15790. It's very frustrating. I've noticed it myself on channels I enjoy.
    1
  15791. No worries!
    1
  15792. The time went by really quickly. James is a lot of fun and a tremendous resource.
    1
  15793. Maybe it was
    1
  15794. Is THAT what you think is happening?
    1
  15795. My October 2023 build was about the same.
    1
  15796. Maybe in the future, but they're not yet available in sufficient quantity. Would still likely be at least 2-3 years down the road.
    1
  15797. Thank you too!
    1
  15798. Oh wow, I think all of us missed that one. Not a bad initiative to include.
    1
  15799. Totally agree.
    1
  15800. I'll message him.
    1
  15801. You may have more expertise with big knobs than me.
    1
  15802. I reported they had good sales and you dips can't take it as a good thing. Your investment is in trouble. Zoom out and see what everyone else sees.
    1
  15803. That's not what I understand a fraud to be.
    1
  15804. You bet!
    1
  15805. Absolutely. Those who want to find the truth will find it, but most news consumers only skim headlines. I've had friends ask me if the company is in trouble because they heard the stock price had crashed. Guys, the whole market is down.
    1
  15806. YES! Thumbs down, thumbs up, both work the same on YouTube. And DEFINITELY leave a comment because that counts even more, so thank you!
    1
  15807. @Marc Batway Better to your point, how much has Ford's deliveries grown over the past year, or three, or five? What other businesses are they invested in? You and I know the answers to these questions. Kenneth, not so much.
    1
  15808. Not sure which aspect you're addressing, but the rebate submissions had to be filed and verified before funds were dispersed. Tesla already provided everything needed for the investigation to be completed when the rebate requests were submitted. Their portion of the "proof" is already accounted for. I hope this isn't just a huge waste of investigative resources over nonsense.
    1
  15809. It's a good combo.
    1
  15810. That's an uncorked battery, my friend. Will it be fried in a week, month, or year? When longevity isn't the concern, you can eek out crazy performance. That's how Tesla was able to demonstrate the Roadster's insane performance for a whole evening even though it was just using a simple Raven powertrain.
    1
  15811. That makes sense, actually.
    1
  15812. @carholic1336 Why do this?
    1
  15813.  @carholic-sz3qv  He provides analysis beyond the headline, and he lives in Europe. Anyone familiar with his work knows he's serious and well worth the watch. That's why his channel has done so well. He's a great guy with a big heart and a sharp mind. We'd all do well to take cues from that.
    1
  15814. More of a thought experiment.
    1
  15815. You're allowed to throw some love at Steven Mark Ryan over here. He's amazing and I love his channel.
    1
  15816. Tesla doesn't get the rebate. The buyers do. And unlike traditional dealerships where they won't let you negotiate the price since you're already getting the credit, Tesla doesn't play those games.
    1
  15817. They have art over function. Sure, you can pump another $10k into the suspension to corner a tad better, and there will be buyers for that, but... I mean... not ideal.
    1
  15818. Single motor is the lowest priority, unfortunately, since that's the most many buyers would ever need.
    1
  15819. Appreciate the feedback!
    1
  15820. SO MUCH VALUE ADDED!
    1
  15821. Thanks! It's not the type of motor that causes the problem, but the decision to optimize for performance at the cost of repairability. The problem has already shown up in their warranty repair cost and accrual rates, which are among the highest in the industry.
    1
  15822. It's like poetry in motion.
    1
  15823. Go on then.
    1
  15824. Always a joy to hear from you.
    1
  15825. Thanks so much!
    1
  15826. Meh.
    1
  15827. Lucid's EV racing pedigree is exactly what they needed to create an advantage. Very exciting times.
    1
  15828. Literally the opposite. Did you comment on the wrong channel?
    1
  15829. Totally understandable. :)
    1
  15830. Not crazy at all.
    1
  15831. Didn't babies get fatter?
    1
  15832. I think Tesla is "too cool" to work with other companies anymore, even the very big ones. I think too many companies feel this way.
    1
  15833. You already know it my friend!
    1
  15834. That's the kind of lie you mighty try on the Amish. Nobody here is clueless enough to buy ir.
    1
  15835. Why would seeing a group of employees having a meeting in the parking lot mean construction is imminent? Meetings like this are fairly common at Tesla factories.
    1
  15836. Thank you kindly!
    1
  15837. No one was provided a demo of the Mean Lean Machine, unfortunately. I have driven the original FUV, but this is a whole new thing.
    1
  15838. I haven't heard back from them yet. I'll be back in the area (within an hour of Eugene) next week, so hopefully our schedules can align.
    1
  15839. Trolling used to be an art form, but when it's done well, as all the popular versions are, it looks easy. This is not good trolling. It's lazy, ineffective, and instead of coming across as inciteful, it just makes people think less of you.
    1
  15840. Elon explained the naming convention is Giga+[most recognizable location name]. Since Berlin and Shanghai are internationally recognized, they chose those, even though Giga Berlin is actually in Grünheide. Reno (and really Sparks,) isn't as famous, so they went with Giga Nevada. Same with Buffalo getting the name Giga New York. There are apparently 22 cities in America named Austin.
    1
  15841. Drive all three options back to back. Nothing makes people turn to EVs like driving one.
    1
  15842. They've regretting the articulating falcon wing doors since day one. They're still prone to failure, and overly expensive. Unfortunate, really, because they are a great solution.
    1
  15843. Guessing you haven't seen what mortgage rates are lately. I would also like a time machine.
    1
  15844. His studio setup is just fantastic.
    1
  15845. Well I'm glad you're able to see past it to get to the content.
    1
  15846. Thanks for watching!
    1
  15847. I think Tesla and Toyota would both be wise to enter into a licensing agreement for some of Tesla's tech. I can't see Tesla wanting to get bogged down by Toyota's old school ways of doing business, but it would save Toyota a lot of time and money to just buy the tech they need to move into the future.
    1
  15848. Thank you so much!
    1
  15849. You do know there are real people on the other end of your keyboard, right?
    1
  15850. I rented a Ram in Texas last year (NOT what I requested,) and it was a real dog. It was far from the top trim option, but I was stunned at how primitive it felt compared to anything else I've driven built after 2005. It was eye opening.
    1
  15851. Overruled!
    1
  15852. Thank you too!
    1
  15853. It's priced in pounds, so the exchange rate fluctuates.
    1
  15854. His pay package wouldn't have built a single factory. It was never cash, but paper, and only accounted at about $2b. If he is allowed to exercise the options, Tesla would get enough cash to build a factory or two.
    1
  15855. I suspect so.
    1
  15856. Glad you enjoyed it!
    1
  15857. I got to ride one last summer for a couple hours, and the visibility was better than probably any car I've ever driven. The pillar is so small you just move your head a couple inches and you don't even remember it's there.
    1
  15858. The actual legal principle is "moron in a hurry". I can sue your hot dog stand over the phrase "Best Hot Dogs in New York!" but I will lose because a customer would have to be a moron in a hurry to not understand what's really being said.
    1
  15859. Easy. Send a check made out to me and see if I'm able to cash it. My friends all call me Cash, so you can also make it out that way.
    1
  15860. All that would prove is my IQ.
    1
  15861. I don't know what you're asking.
    1
  15862. Local deliveries during business hours. They've got all night to charge.
    1
  15863. Not during the drive, no.
    1
  15864. You okay there little buddy?
    1
  15865. Thinking we might need top reupload it.
    1
  15866. You should look at who was actually invited. The list was very, very short. Peter dumped his stock. He knows something you don't. As long as the trolls stick to personal attacks, I know my research is beyond reproach.
    1
  15867. Almost unlimited. The more buyers, the more costs go down, the more buyers appear.
    1
  15868. To do what? I know Nio brags a swap is $14 (though I've seen other numbers as well,) but at that price they're losing money, much like Tesla was in the early days with free charging. That's risky, and doesn't scale.
    1
  15869. $100m is nothing to sneeze at.
    1
  15870. Tesla FSD hadn't been released when this was published.
    1
  15871. If it was accidental, an apology should have immediately followed. "Disappointed" doesn't describe my take on this.
    1
  15872. We'll see how it holds up. I'm usually pretty good, but as more factories come online, there are more variables to consider.
    1
  15873. I'd agree.
    1
  15874. So exciting!
    1
  15875. That's not as ridiculous as the lower bound on it. People who are genuinely broke (working poor, retired, disabled, etc,) don't qualify for any discount at all. That really hurts affordability.
    1
  15876. They buy used cars, which helps, and don't make what most people would consider a significant living.
    1
  15877. Glad you enjoyed it!
    1
  15878. Thanks again!
    1
  15879. Hybrids are an expensive half measure. Traditionalists may like them, but their days are numbered.
    1
  15880. There are 100 videos on YouTube explaining how the car works in cold weather. It works fine. Places much colder don't have issues.
    1
  15881. That doesn't surprise me.
    1
  15882. You think difficulty is the reason factories moved to Asia?
    1
  15883. And honestly, the longer Tesla holds out, the better and better offers they're going to get. Cheap land is nice, but it's nothing compared to favorable tax treatment and expedited permit processing.
    1
  15884. I've been publishing on the web since 2002, so I've dealt with plenty of these guys. These ones are especially harmless since they don't even post HERE, but on other websites. It's just because they happened to send more than 50 visitors that I even found them. A legit complaint would be leveled AT me, specifically in a place where I'd be likely to see it, and only after having watched the video in question. That never happened because these jackals never watched it, and any of them that did would have known darn well that those complaints were wholesale gerbil turds at best.
    1
  15885. Literally within two weeks of my very first projection. A nice surprise.
    1
  15886. The promising part to me is that there are so many chemistries possible, and all of them are showing steady rates of improvement. In 15 years we could have a variety of viable options, and that would really make the transition that much quicker.
    1
  15887. Seems unlikely.
    1
  15888. Naw, this is Yellow Journalism 101. They cited faulty sources to reach an incorrect conclusion. No one can prove they knew better.
    1
  15889. You bet!
    1
  15890. The overwhelming majority of EVs sold in the US have NACS. Every manufacturer chose to adopt NACS prior to this announcement. The eventual winner was clear to see 8-10 years ago. I can't tell you what would have motivated your 29 friends to make a choice like that.
    1
  15891. The list of things they didn't realize appears to be endless.
    1
  15892. I share your opinion.
    1
  15893. All car fires exceed the safety threshold. There is no safe car fire. Most people will never experience one. EV owners are 20x less likely still.
    1
  15894. NHTSA has no framework for such a system, and airbags become a critical safety issue.
    1
  15895. You are most welcome!
    1
  15896. It's 8-9 cars per carrier, but the bigger point is that US auto sales are down, which means there are enough free car carriers to transport them. Now let's get them electrified!
    1
  15897. Wrong channel. We don't do that here.
    1
  15898. Yay! Thank you!
    1
  15899. It might be. I always assumed that would be some enterprise application for those who can somehow benefit from extremely low latency, but it's also possible there are not yet enough laser-equipped Starlink for it to perform reliably. The real benefit to inter-sat communication is it can remove the need for ground stations, which is helpful over oceans.
    1
  15900. You and me both!
    1
  15901. Same as it ever was!
    1
  15902. Countries are not households or corporations.
    1
  15903. Right? That was a new one to me.
    1
  15904. Pretty easily, I imagine, but I'm more interested in keeping my guests in their wheelhouse than appearing like the smartest person in the room. I try to understand my guests' strengths and ask questions that fill in my gaps of understanding.
    1
  15905. They wouldn't have invented this new class of connectors if the ones already on the shelf were just as good.
    1
  15906. I'm wondering what they're going to build up north in that big open field they have. It's already level so you could build there with the easiest prep by far. Any sort of pilings or geo-piers you want, just doze off the grass and get to work. Do you know the area I mean?
    1
  15907. In-wheel motors haven't been commercialized yet. Front wheel drive seems more likely. They have the space.
    1
  15908. Added to the list.
    1
  15909.  @Matzes  You must be new here. ;) I wasn't insulting your mom. She's wonderful. Don't believe me, just ask anyone. The only thing she's done wrong is fail to meaningfully teach manners.
    1
  15910.  @Matzes  It's a shame you had to start with a video where the host appears, rather than an analytical one. If my appearance is that off-putting to you, I never stood a chance. :( Sorry about your mom. My parents and grands are all passed as well. Sucks.
    1
  15911.  @Matzes  WHAT?!? I joke constantly on the channel. I thought we were joking. That's why I included emoticons. But now I've looked up your username on my channel. You are CONSTANTLY ragging on me. I didn't recognize your name before this. Your comments, taken as a whole, remind me of how I took your mom... similarly. Again, she's very gracious, just ask literally anyone in town. There are a dozen comments from you, all toxic. Some could be seen as lighthearted in isolation, but not in their entirety. What would possess you to be so rude to a stranger? You're free to go, obviously, but something tells me you won't. You'll be back to watch another 50 videos and keep taking the piss. She failed you, my friend. Come back constructive.
    1
  15912. @bobwallace9753 Yes! There's a video on YouTube I saw showing it. They're great for fuel economy, but apparently they went a tad too thin for the sake of the loads they're intended to carry.
    1
  15913. Much appreciated!
    1
  15914. Doubling in 5-10 years is ideal. What you got is pure gold.
    1
  15915. I think the hype from Cybertruck's release is likely to push back the need for advertising quite a bit. The 50% guidance for growth is based on YoY starting in a particular year. He's said they will exceed it in some years (like 2021) and miss it in others, but the trendline will continue. It's not 50% every single year, but based on that original date. The spring is definitely coiling. Texas and Berlin have already installed their 2nd and 3rd lines, but have yet to switch them on. That will represent at least an additional 250k/yr in production from each of those two factories, though incremental increases across the lines is still expected to get them closer to Shanghai's numbers.
    1
  15916. Thanks, will do!
    1
  15917. Glad you enjoyed it!
    1
  15918. I've literally never waited at a Supercharger. Not even on busy travel holidays. Not even while in a caravan to a big Tesla event.
    1
  15919. Thanks Joe! I'm having fun with this, so it's really great to hear you're finding it valuable.
    1
  15920. Can't wait!
    1
  15921. The only things my mom gave me were grief and asthma, but I'm not sure what you'd like me to do about it. They don't take more time. Most of us go months or years without it taking any time at all.
    1
  15922. That's what I thought too. Very odd.
    1
  15923. Qualified speculation, mostly, but also a couple leaked items in there.
    1
  15924. @trebor sirrah quality of life right there. We should be jealous.
    1
  15925. How is a free trial hype? If it didn't work as well as they say, they'd be crazy to give everyone a free demo without conditions. It would only create hype if it functions, which it has for me. I wouldn't pay $12,000 because I don't have that kind of money lying around, but I can see why people would.
    1
  15926. Best of luck!
    1
  15927. What lithium waste?
    1
  15928. It seems a lot like fusion. It's the future, and it always will be. We've been teased with solid state for decades, and it's always somehow just out of reach. Maybe this time it really is just around the corner, but I'm a decade past hopes and prayers, and years past wait and see. Now we're down to show, don't tell.
    1
  15929. I guess that's easier than telling your parents.
    1
  15930. The single seat might have been the deal-breaker. They sold fewer than 500.
    1
  15931. No problem 👍
    1
  15932. Well, I mean, it's not a picture of the finished product. It's supposed to embody the lowest cost, most efficient build possible. In what ways does it feel cheap to you?
    1
  15933. The US and European nations developed a lot of the same technologies around the same times. That led to different standards. Look at NTSC vs PAL (vs SECAM). Those standards differed because frame rates were pegged to the power grid cycles, but the point remains. The US isn't on 12v to be difficult, but likely because the post WW2 boom of interstates led to more freight moving over the highway than by rail, meaning our class-8 trucking industry sprang up quicker, and become more deeply entrenched before the technology matured. We are plenty ass backwards in a number of ways, but this isn't the best example.
    1
  15934. I made a video about that! Tax the bots and AI, use the money to fund arts programs for all.
    1
  15935. Because if everyone owns the bots, who is left to pay them? Why would I pay to use your bot when I have 2-3 of my own?
    1
  15936. But it misses the broader point. EVs exist in places where it's routinely this cold or even colder, and do so without issue. The tech is already good enough, and it's still getting better.
    1
  15937. The report is published. It's 180 pages long. You're free to read it.
    1
  15938. I know that fatigue quite well.
    1
  15939. He's hot some real anger issues. Wouldn't want him on my HOA board.
    1
  15940. You might be more convincing if you weren't copying and pasting from the same brand new script that just dropped yesterday. Is it policy to delete your FUD after a certain amount of time or how does that work?
    1
  15941. Sweet!
    1
  15942. Impossible to know, but I'd take the under on that one.
    1
  15943. I'm not sure how that would work, but to be fair, I did ask what the absolute dream response would be.
    1
  15944. A very small percentage of people live that far from a fast charger. Check PlugShare. There might even be a free one in your town.
    1
  15945. I would love to slap you with my glove and challenge you to a duel over such words, but you're right. If it's a year out, it's not real. Not yet.
    1
  15946. Those people don't pick their targets very wisely.
    1
  15947. Glad you think so!
    1
  15948. The numbers are published every year. Drivers using it are the least likely to be involved in an accident. That's just reality. It isn't perfect, but it is vastly safer than driving a Tesla with it turned off, and even that is still safer than the average car on the road, despite being so much quicker than even most hotrods.
    1
  15949. We shall see!
    1
  15950. Unfortunate.
    1
  15951. Some cars go too far with buttons. My sister's Mercedes had so many she couldn't keep track of them. I get why VW is stepping back to buttons though, their UI doesn't work very well. The problem isn't the lack of buttons, but that their alternative isn't effective.
    1
  15952. That is pretty funny. The thumbnail was made by the editor, who I would guess has never seen an American football game.
    1
  15953. Thank you so much!
    1
  15954. I wonder that too. Maybe they want to paint the steel before they start on the floors and roof.
    1
  15955. We're worried for investors unaware how much dilution is on the horizon.
    1
  15956. A broken rating system is not the customer's fault. Guess that 8 was overly generous after all.
    1
  15957. Huh, that makes sense. Thanks for the feedback.
    1
  15958. There's an explanation video coming Monday morning.
    1
  15959. Thanks 👍
    1
  15960. Because it's cheaper to replace a couple hundred cables than it is to install them millions of cars. Even carrying around the added weight would make it tricky.
    1
  15961. Only if your battery is garbage. If you think Nio has garbage batteries, definitely don't buy one.
    1
  15962. Know what, I think you actually were. Well done!
    1
  15963. People really say that. Yes, there are faster, or roomier, or longer range, or more comfortable, or cheaper, but good luck finding a car that beats Tesla on more than one of those.
    1
  15964. It's a steamer. There's no two ways about it.
    1
  15965. My hope is they'd give an account credit for it for people who subscribe.
    1
  15966. We have a big event coming up on April 26th. Find more at the OEVA.org website.
    1
  15967. You missed the point of that video. The point was that it's normal, and I said as much. There can be dozens of reasons to hold cars that appear ready for delivery, and it's not unique to Ford or Tesla or anyone. What is unique is that when it's Tesla, it's front page news. We don't know if those were held due to parts or transit delays. All we know is that they were held, and that's normal. When the lots finally cleared, I said so on the channel.
    1
  15968. I've had a bunch of 12.5.6.3 experiences with it slowing down much later than I find comfortable.
    1
  15969. Their leadership has shown a lack of confidence that gives me concern.
    1
  15970. Maybe, though we've met a number of times before.
    1
  15971. They have to get to revenue neutral before they run out of cash. It's a tall order, but not impossible.
    1
  15972. You nailed it. The pace is exactly where it needs to be. Interior work is definitely the hardest part, but that can largely be done with several steps taking place all at once. I've got some new tracker elements coming on this week's update, which will be out in a matter of days.
    1
  15973. @Patrick Kenny Paint shop? Where we're going we don't need no stinking paint shop! ;)
    1
  15974. He got started at an opportune time, and has been exceptionally smart about how to grow his channel. I don't fault him for that. His audience craves a certain thing, he gives it, and the love him for that. I sought a slightly different audience, and one that proved to be substantially smaller. That's on me.
    1
  15975. Why you talk about my man Clippy like that?
    1
  15976. Because fog machines don't hold gallons of water the way natural fog does. Vaporized glycol has very low water content. Lidar can see through it, even when it can't see through the actual fog that occurs in nature.
    1
  15977. Glad you like them, more to come!
    1
  15978. Your freedom ends where my air and water begin. You're also not allowed to burn tires in your backyard. I'm okay with that.
    1
  15979. First of all, no you don't, as evidenced by this video. Secondly, this isn't the production candidate.
    1
  15980. Whatever they're doing, it isn't working.
    1
  15981. Interesting.
    1
  15982. Eventually, sure.
    1
  15983. Always!
    1
  15984. The glass has underutilized capacity.
    1
  15985. Wow! And while you were able to see right through it, some surely didn't, and the quality of those videos is increasing at a rampant pace. I've seen videos where I was a good 20-minutes in before I realized the narration was AI.
    1
  15986. Thanks, it's been a wild ride so far.
    1
  15987. What testing have you seen?
    1
  15988. It's tough to compare because most truck builders are owned by other mega corps.
    1
  15989. It wasn't a bad idea, just not the path Tesla chose to take.
    1
  15990. I've seen nothing to suggest this is happening.
    1
  15991. So dramatic.
    1
  15992. Interesting. Looking into it, it appears to only reference a single model, which I imagine they wouldn't try to make (if they still do.)
    1
  15993. Apple makes JUNK? Very exciting take.
    1
  15994. Whatever led you to this awful place doesn't matter. You have the power to be a better person and you owe it to yourself to try.
    1
  15995. I didn't mind it, but I'm partial to vans.
    1
  15996. As I understand, the range for an EMP is very small due to inverse square law. I'm not sure you could take out a whole city, let alone a grid.
    1
  15997. Wouldn't destroy it. Would likely just need to be rebooted. A massive degaussing magnet is extremely powerful, but only works when practically touching something, and even then seldom damages hardware.
    1
  15998. It's what I do.
    1
  15999. R1S?
    1
  16000. I'm glad you're enjoying it!
    1
  16001. Will do!
    1
  16002. Who (or what) is the celebrity in this equation?
    1
  16003. On screen or online.
    1
  16004. Why wouldn't there be climate control?
    1
  16005. Great idea! I can only think of 3 easier ways to do that now.
    1
  16006. Thanks!
    1
  16007. And less range.
    1
  16008. Well said!
    1
  16009. Awesome, thank you!
    1
  16010. A couple years ago I crunched the numbers on the C02 payback for building Giga Texas, and it was something absurd like 6-months of ramping production to offset all of it.
    1
  16011. I've never done standup. At least not on camera, or on a stage. My comedy background was mostly writing, which I did for about 15 years. I've also been on camera, but not as a standup.
    1
  16012. That's not why. Viking is an output machine, not a research machine. The parts suppliers I've talked to personally have been telling me there was no imminent plan to update Model Y in 2024. If they did a full overhaul like they did with Model 3, that would be a surprise. It could still happen this year, but at this point it would be in Q4 at the earliest, and we'd have to start seeing some parts in the next few weeks.
    1
  16013. Thanks! It's important to me that people understand why it's happening.
    1
  16014. Covered it. They traded places in line since there was no facility ready to house them. We'd be more concerned if he was hoarding them in a warehouse unused considering how much they cost.
    1
  16015. You have to actually watch the video, because that was ABSOLUTELY in there.
    1
  16016. Sounds great!
    1
  16017. I'd be furious if I was handed a rental car (any type) on empty.
    1
  16018. Glad you enjoyed it!
    1
  16019. I'm basing this on the permits obtained by Tobias Lindh which include the additional buildings currently under construction.
    1
  16020. It is, yes. There are a number of companies already doing it.
    1
  16021. Sounds easy enough, but when you're dealing with an HOA, well, they're not known for how awesome they are.
    1
  16022. Definitely not your best comment.
    1
  16023. My portfolio will grow because of this, but I don't find it funny. I don't want to see so many people suffer just so I can have a few more dollars. Sometimes empathy is expensive.
    1
  16024.  @timboatfield  Feeling great and working as we speak!
    1
  16025. I was mortified. There was a gap where the b-roll would go which just showed my desktop. Nothing embarrassing on my there, but the whole thing was just... I had to take the rest of the day off.
    1
  16026. That would be interesting, though I suspect a luxury sedan would likely provide a more apples to apples comparison.
    1
  16027. Where's the line though? We already have machines and non-humanoid robots that do that. What we tax is the output.
    1
  16028. Predictions are easier when they're in the past.
    1
  16029. The same way a smaller hat fits on a smaller head.
    1
  16030. Thank you so much!
    1
  16031. I've seen a lot of really talented creators who tried to launch over the past 5-10 years just fall flat on their face. Weeks or months in without ever getting past 100 views on a video. Some channels don't even show up in search results when you type them in by the actual name of the channel. My 2nd channel where I do most of the live events has been up for over a year, and even with the strength of my main channel to support it, only has about 2,700 subscribers with shockingly slim revenue.
    1
  16032. I'm sufficiently aware of this effect that I go out of my way to not speak on topics outside my area of expertise. Even things like EPS estimates, which can be reasonably surmised, are off limits to me because I've tried to model it in the past, and my models don't hold up. I know what I'm good at and do my best to stay in my lane.
    1
  16033. Very annoying indeed. I see it having more impact on short-term share prices, since the long run is all about execution and the sheer numbers behind it. Those are still on the right path.
    1
  16034. I'm not sure there ever was a moat of robot training, or that it's in a worse position than before. The addressable market is so huge that I can't see any companies failing to sell them, provided they're reasonably capable and the price makes sense.
    1
  16035. Tesla doesn't even have 6 auto plants.
    1
  16036. They hadn't begun public sales in the US when this video was recorded, and looking through the comments, you'll see a LOT of people very angry with the assessment. Normally comments slow to a trickle after a few days, but those angry folks didn't let up for ages. It only got quiet once real world reviews started popping up, and they were almost universally negative, and deeply so. Donut Media published a review recently trying to address and replicate the issues raised by others, and while some of them had been resolved (or were sufficiently rare to not surface,) they did not have good things to say about it. When it comes time to cycle back around through the carmakers, VinFast is unlikely to receive a better grade. I'm hopeful, and they are plenty motivated to get things sorted out, but as of today, things are not looking great.
    1
  16037. Jobs go to the lowest bidder.
    1
  16038. We have. It isn't.
    1
  16039. Thank you! Cheers!
    1
  16040. I appreciate that Steve. It's the most fun part of making these videos.
    1
  16041. Makes sense.
    1
  16042. I'm not seeing anything held for moderation. Whatever you're posting is being stopped before I see it.
    1
  16043. Then you had better RSVP because if you don't, we won't have enough of it. :/
    1
  16044. Bunch of us are thinking about going to Bellevue Square on Monday at noon.
    1
  16045. They're still beholden to the supply chain. The change is in process, but getting a world of suppliers to update the way they do business is challenging.
    1
  16046. Fair.
    1
  16047. Interesting. That will happen.
    1
  16048. It's an interesting question. If a toaster was self-aware, would it feel satisfied when it doesn't make toast, or only when it does? It's just code. We can say it's self-aware, but is it really? You can write a script in a few minutes that responds in a way that makes it respond in the affirmative that it's self-aware. Doesn't make it so. These questions will be asked.
    1
  16049. I make a lot of funny videos. This isn't one of them. I am well known for seeing the unseen and keeping speculation separate from fact. What I tell you about Lucid is not speculation. These are well understood problems within the company. A hundred people could have leaked this. But it would only take ONE to go on the record if it wasn't true. If they go on the record to deny it, that would be fraud. It's why they won't do it.
    1
  16050. I do though. I always do. I never put these together without research, and I'm constantly interviewing experts, traveling to trade shows to meet the sharpest people across the various industries, and getting first hand information from people who know better than anyone. It gives me a level of understanding you can't get by sitting at your computer. I don't offer investment advice, but if you shorted every company I told you was in trouble, your returns would have beaten anyone on Wall Street. This could be the first time I'm wrong, sure. But people have been saying this same thing company after company, year after year, and I have yet to miss.
    1
  16051. Boom!
    1
  16052. Aptera knew it was the better option, and their development cycle lined up nicely to make the smart choice.
    1
  16053. Yeah, that's not a thing.
    1
  16054.  @midgetShootingGunsAK  Calm your floppies. We don't attack people here.
    1
  16055. Wind, solar, and apparently nuclear.
    1
  16056. Aero-first design right there.
    1
  16057. I had the luxury of making videos 15 years ago nobody watched, and I had no expectation they would. I still took them seriously, put in a lot of time, and they came out pretty well. I can see why there are no imitators for this format. They are a TON of work, but I like seeing them. We're in a tiny sliver of a small niche, so I'm happy just to have you here. Thanks Alex!
    1
  16058. Go on then.
    1
  16059. Read through the rest of the comments. Your "concern" has already been dunked a hundred times. BYD is crushing it, BMW iX is a great car, and Lucid is is deep, deep trouble.
    1
  16060. Temporary concrete factory. There's often one located on-site for big projects.
    1
  16061. Yesterday? No, we don't even need it today. All it would do today is bankrupt any country trying it. We may need it soon, so the conversation should begin, but we need to approach it in a sane, rational, evidence-based way.
    1
  16062. Thank you! But how so? What makes it better to you?
    1
  16063.  @juggle  Well it's grown 20% in the six days since you first commented, and I haven't released a video since Tuesday, so I think (hope?) you're right. ;)
    1
  16064. I think your idea is a good mix of all the best ideas. Modest battery to supplement the vehicle via cable, plus a small motor capable of some regenerative capture might be something that adds more benefit than weight.
    1
  16065. We are all learning.
    1
  16066. You don't have a battery.
    1
  16067. That's a trademark. Never heard of branding?
    1
  16068. I appreciate that!
    1
  16069. The legacy companies are having their struggles, but the old way of doing business appears to still be working for now. Maybe they'll wake up before it's too late.
    1
  16070. EV fires are so rare that when they happen, they make headline news. EVs are 20x less likely to catch fire than a gas car. Even the famously fiery Chevy Bolt was 5x less likely to catch fire than a 'splody juice powered car.
    1
  16071.  @darrellkovecsi5205 Great question! The metal between the road and the battery is aluminum, while the cover above it is steel. That's done so that in the rare event of a fire, the batteries will drop out of the car before they burn through to the passenger compartment. Aluminum handles corrosion better than steel, so by the time it would fail, everything around it would have already failed a long time ago.
    1
  16072.  @darrellkovecsi5205  But they don't. They're 20x less likely to go up in flames than a dino burner.
    1
  16073. Much appreciated!
    1
  16074. It's a tough environment to raise funds in, and I'm deeply concerned the hydrogen pivot has more to do with finding investors than actually producing trucks at a profit.
    1
  16075. Brilliant!
    1
  16076. The editor missed it. Should we reupload?
    1
  16077. Starship can't fail. It's still in development. Explosions are expected. Actual Starship missions are still quite a ways out. I have every confidence it will work.
    1
  16078. 100% recyclable, yes. Precisely as good as new. Just surprised they don't have an onsite smelter to handle that.
    1
  16079. Organized, yes, but they don't require funding. There's nothing to put in the budget.
    1
  16080. The majority of lithium battery recycling done today is pre consumer waste. As in manufacturing scrap and defects.
    1
  16081. They're not always cycled all the way in any given day.
    1
  16082. Thank you! Will do!
    1
  16083. They're great questions, and all the answers will be up on tomorrow's video. :)
    1
  16084. It is being talked about, and built. It's just that it takes 20 years if they even come online at all. That's why private investment won't touch it.
    1
  16085. You're the best!
    1
  16086. Wow, thanks!
    1
  16087. Thank you too!
    1
  16088. Thanks! It took me almost a year to get in front of Sandy, so I wanted to make every question count.
    1
  16089. On the wastewater issue, it's not like it's exotic chemicals or heavy metals, but phosphates and nitrogen. It's the same composition as other waste water in the area, they'd just like those levels to be lower.
    1
  16090. Some of it, surely.
    1
  16091.  @WlerickBigotOfficial  Over 7M already, looking like it will settle between 8-9M.
    1
  16092. Last winter was too long. :(
    1
  16093. The injury must end before the healing can begin. What that means in the context is quite another matter.
    1
  16094. It's listed on the About tab.
    1
  16095. Do well by doing good.
    1
  16096. Why wouldn't they place the charger in the appropriate spot back at the shop? If you don't need to unhook it where it sits at night, problem solved.
    1
  16097. Just wait until you see what I just put out today. :)
    1
  16098. They've very sturdy. Sandy Munro took a sledgehammer to the Model Y with and without castings to show how incredibly rugged they are. The takeaway is that if an accident is sufficiently violent to damage the casting, it would total any car regardless of the method of construction.
    1
  16099. Editor made the thumbnail. It's close enough.
    1
  16100. Thank you for that!
    1
  16101. The 3 is already priced right. Getting the point of sale EV rebate will hopefully make that easier for buyers to see.
    1
  16102. Excellent, thank you. I'll switch to saying New Mexico then.
    1
  16103. Maybe so.
    1
  16104. Disappointing.
    1
  16105. Revolutionary, I imagine.
    1
  16106. When you see past this, you will start to understand the magnitude of this shift.
    1
  16107. Found one.
    1
  16108. Think beyond yourself. The overwhelming majority of people want a more affordable way to get around.
    1
  16109. It's early enough it could happen.
    1
  16110. Just found this out. Disgusting, but it makes sense based on what I've seen going back to the 90s. A real forfeit of trust.
    1
  16111. I protect my sources. Besides, Tesla has never invited me to an event. How else am I supposed to get information?
    1
  16112. My favorite autocorrect error of the day.
    1
  16113. You've seen first hand the kind of time I dedicate to prep. Glad it shows in the finished product.
    1
  16114. These drivers don't stop to sleep.
    1
  16115. Pretty sure that's right. :/
    1
  16116. Sounds pretty catchy-uppy to me.
    1
  16117. Thank you Vinod. I don't see you around as much as I used to, so it's nice to hear from you.
    1
  16118. Thanks 👍
    1
  16119. Boo EVs?
    1
  16120. Agreed.
    1
  16121. You think publishing THIS makes me soft? Zoom the F out my friend.
    1
  16122. Glad you enjoyed it!
    1
  16123. Tesla hasn't said a word about Highland. That seems to be a fundamental misunderstanding within your claim. There's no timeline to miss, so it will arrive like a wizard, neither late nor early.
    1
  16124. You may get your wish.
    1
  16125. Does it?!? That confirms that all four factories are in production of the refreshed Y. Thank you for that!
    1
  16126. The UAW refuses to bring that up, so I'm not sure why you think it's relevant. She's paid in stock, and the UAW refuses to let you get paid in stock. They even took a MASSIVE amount of stock in the last GM negotiation, but you didn't get any. Maybe you're mad at the wrong people... DUDE.
    1
  16127. Eleven if you're really feeling spicy.
    1
  16128. It would be cheaper than buying a new Tesla.
    1
  16129. It does, but it isn't idiot-proof. You have to keep applying it, and on a windshield that big and high? Naw, I'll catch it next winter. :(
    1
  16130. My pleasure!
    1
  16131. Better human injury analogs already exist. There's also probably testing and certification it would need to meet to be used.
    1
  16132. Bradford and I were on a panel with Matt Smith and Mark from The Tesla Life in Muskegon.
    1
  16133. That's not how it works.
    1
  16134. You must be new here, so I'll let you in on a secret. I criticize Tesla all the time, when it makes sense, and praise ALL EV makers, when it makes sense. Nio's announcement is obvious BS. If they had that promised battery, they would abandon the swaps, and if the swaps work, they wouldn't need the impossible miracle battery.
    1
  16135. We upload 3 thumbnails for every video, which YouTube automatically tests. Whichever gets the most engagement is the one YouTube selects. People still click them.
    1
  16136. Does it?
    1
  16137. Seems to be a lot of all or none from either extreme.
    1
  16138. Ford showed off their electric F150 (before it was called Lightning) in 2019 with a promise to start deliveries in 2020. Now they're targeting Spring of 2022. That's 200-300% later than promised. Are you equally disappointed in them?
    1
  16139. I'm sure my relentless pursuit of inside information is annoying to them, but there's a very easy way to make it stop... just give me some access. I've been to sites/events of Elon's companies NINE TIMES over the past two years, and have yet to get into one. Not to sound like a lonely parent, but they never call or write. Never. Not once.
    1
  16140. Not that one, but I've seen similar applications. Gravity is a law.
    1
  16141. Hate to say it but my money is always on James.
    1
  16142.  @carholic-sz3qv  Well, good thing they aren't actually rare then. ;) Thanks for all the feedback and participation, by the way. I feel you've really added a lot to the discussion and I appreciate that.
    1
  16143. Except that once the factories were back up to speed following Highland retooling they sold in record numbers. Q4 was Tesla's biggest ever.
    1
  16144. Labor is not the among the biggest costs when building a car. That's why the next two factories Tesla built after China were in Germany and the US, which are two of the most expensive labor countries in the world.
    1
  16145. You do you.
    1
  16146. Caresoft buys Chinese cars to benchmark them and produce reports so US companies can copy them. The idea that China can't be the leader is decades out of date.
    1
  16147. No problem!
    1
  16148. Maybe the real knobs were the people we met along the way.
    1
  16149. We talked about you today. Not on the upcoming shows, but you came up.
    1
  16150. They don't. You've read it wrong or been lied to. Controls must be within reach, rather than on the touch screen. They are. They're on the steering wheel. That complies with the regulation.
    1
  16151. Gonk!
    1
  16152. Is that better or worse than getting news from social media?
    1
  16153. For long trips Autopilot already does a fantastic job.
    1
  16154. Why though? Back seat of a taxi doesn't adjust.
    1
  16155. Imagine writing the dumbest comment on the entire video. Just amazing.
    1
  16156. Will check it out. Thanks.
    1
  16157. Glad you enjoy it!
    1
  16158. Thanks for the comment, you raise great points! 35,000 pounds is no joke. While I'm sure many EVs could handle the load in terms of torque, the necessary weight, braking, and traction just wouldn't be there. You could do it in a straight line for a demonstration, but I think it would be dangerous to actually try to haul that much weight on a public road. Your use case is unique, and I'm sure you know that. That's why you see so many 150s and so few 450s on the road. The very good news is that each year another bunch (of the thousands) of use cases are addressed by some company or another. Rivian getting chargers into National Parks will open up the EV market to a lot of new customers. Lucid breaking 400 miles of range (handily) will make it possible for long-range daily commuters to avoid public charging time and hassle. Yours may be among the last use cases addressed based on the sheer physics of it, and that's okay, because if 80% of new cars are EVs, your gas is unlikely to be outrageously expensive.
    1
  16159. @Curacars Biodiesel kind of does. ;)
    1
  16160. I never imagined we'd get this high.
    1
  16161. Thanks for watching!
    1
  16162. He already does. Cory is the president of Munro and Associates.
    1
  16163. Cool & The Gang is the $10 level.
    1
  16164. Appreciate the feedback.
    1
  16165. All good.
    1
  16166. You admit he's hurting sales but disagree with the video where I'm explaining how he's hurting sales. You're free to love or hate whatever you like, but I'm here to tell you what's going on with the company. This is what I do and my track record has shown exceptional accuracy.
    1
  16167. What's your price target for 2030?
    1
  16168. The comments are reasonably evenly split between saying I didn't go far enough, and I went too far, but I call it like I see it. A lot of channels that do what I do seem to feel beholden to Elon's whims, but that's no way to get to the underlying reality. If someone is incapable of calling a spade a spade, how can you trust anything they say, and how can you count on them to tell you when there's danger on the horizon? It's easy to only report good news when there's blue skies and clear waters, but we're navigating some difficult territory here.
    1
  16169. Absolutely! Hopefully in the next week.
    1
  16170. Up 6,500% in Taiwan YoY.
    1
  16171. We don't know. Last we've heard it was in the 10% range, so very low.
    1
  16172. You bet!
    1
  16173. They haven't. They've spent a lot of money to build a building, but unlike other carmakers where we get regular drone flights, we haven't seen the equipment getting loaded in. If it's not an empty shell, it's still damn far from a fully fledged production facility.
    1
  16174. It bugged me. I knew there had to be an easy answer.
    1
  16175. Wise!
    1
  16176. Very welcome
    1
  16177. The financials were just published. They look exactly like I feared. The cash burn still rages unabated, and they didn't sell a quarter of the inventory they produced last year, even after the rounds of price cuts.
    1
  16178. The anti-Tesla sentiment started lo g before that. It's been there since the beginning, and it's more popular than ever.
    1
  16179. There's a video on their channel of them doing hill climbs now that they've addressed the issue. You should check it out.
    1
  16180. My investments are all disclosed. Lucid's roadmap is to ruin. Q2 looks exactly like Q1. They have a year of cash remaining, and enough cars saleable to fund another 6-months beyond that. Even if they have two full years of cash, they have no mass-market product slated to hit the road during that time that could end the cash burn. They're still burning $8m PER DAY. Tesla only exceeded Lucid's burn rate while they were ramping the Model 3, which was expected to sell in high volume. Lucid doesn't have a high volume car in the pipeline. If you think I hate any EV that isn't a Tesla, you need to zoom out my friend. I offer high praise for nearly every EV maker. Lucid is in trouble and everyone there knows it. They have taken precisely zero steps to turn the ship around.
    1
  16181. Lucid is in trouble. There isn't much good to say about it, but what there is, has indeed been covered. You should check out my coverage of other brands. I always highlight the good with the bad. The only BYD employees I've ever talked to were the exhibitors in England, and we didn't talk for more than two minutes, yet I have endless good things to say about them. Maybe you should slow down and consider what you're saying before cementing your conclusion. If you invest in individual stocks, you would be wise to keep your eyes wide open so you can gather enough information to make a qualified decision.
    1
  16182. Did you watch the video?
    1
  16183. That's just what's visible in this video. It's more like many hundreds. We've been watching them get loaded onto trucks for weeks.
    1
  16184. Go look at the comments on the factory drone videos. There are folks who still believe it will be the most valuable company in history, and I'm not even joking. You know it's ridiculous. They don't.
    1
  16185. Sheer wisdom. Impressive.
    1
  16186. If so, his funding proposal would have been even closer to impossible.
    1
  16187. We didn't know how frequent it is. It could be they only make a change each time it's scheduled for replacement anyhow.
    1
  16188. Appreciate the support!
    1
  16189. What makes you think I couldn't write a book?
    1
  16190. The Sapphire wasn't released when this video was made. Time is linear. I stopped reading there.
    1
  16191. I was not aware of this, but there are news stories from the time that confirm it. That would explain why they're taking a surgical, theatrical approach to strikes, rather than a total walkout.
    1
  16192. It was great meeting you too! What a fun event, and so busy. I'll have so much content over the coming weeks to share. Thanks for being so supportive and coming to the panel discussion too!
    1
  16193. I was thinking perfume.
    1
  16194. Tesla hasn't really engaged in that sort of thing, which is why I quickly put the price back to a more realistic US salary range.
    1
  16195. Yep, I goofed up on that one.
    1
  16196. That hasn't been my experience.
    1
  16197. Very good points. Those big cranes sport some serious tonnage.
    1
  16198. What makes you think that isn't done upfront?
    1
  16199. You and me both, my friend.
    1
  16200. What a great opportunity that was! Good job! I agree though, and I was confused when they initially said they'd launch with the cheapest variant. Even then I half-suspected that was posturing to force the hands of other makers to cut costs.
    1
  16201. I appreciate that!
    1
  16202. Unknown on all levels.
    1
  16203. Waymo is tele operated. It's expensive. That's why scaling has been so tricky.
    1
  16204. I'm seeing an average of 1.42/liter for petrol, which would be $6.88/gallon. Average UK petrol efficiency is 36mpg, so that's 19-cents a mile. The average electricity rate is 34p/kWh (43-cents), which puts the average EV at 12-cents per mile. Many buyers don't want to spend 50% more on fuel, to say nothing about all the regular maintenance on a dino-burner.
    1
  16205. They're taking a low margin approach to expand market share as quickly as possible. It appears to be working.
    1
  16206. That doesn't sound right but I don't know enough about trains to dispute it! I was pretty proud of that joke. I think it shows. ;)
    1
  16207. I appreciate that!
    1
  16208. You can just say you don't know how rental car companies work.
    1
  16209. I'm glad you found a channel that fits with your style.
    1
  16210. Thank you too!
    1
  16211. That's hard to argue with.
    1
  16212. I'll have some of whatever you're smoking. If a city or state severely restricts their use, adjacent states will adopt and prosper. If the while country banned them (approaching zero percent chance,) other countries will use the and leave us in the dust.
    1
  16213. One of their US suppliers did.
    1
  16214. It's not half empty, and the empty portion isn't exactly usable. It's vertical space where you couldn't fit additional cells. I'm meeting with Sandy Munro next week and will be asking about it.
    1
  16215. You bet!
    1
  16216. Thank you so much!
    1
  16217. Much appreciated.
    1
  16218. This ignores how much crush there is forward of those cans.
    1
  16219. Inefficient, yes, but not VERY inefficient. It has better range than a lot of the legacy truck companies. None of that matter though, since they've themselves pulled the plug on their BEV program. It feels like they're hoping for a fossil fuel bailout, since they're the ones really pushing hydrogen.
    1
  16220. I actually considered using it but thought it would be distracting.
    1
  16221. He has said in the past that he is, but I find that claim a bit dubious.
    1
  16222. I think that's just an SUV.
    1
  16223. Hey Bert! No, we don't know. The cells to be used in Austin could be made in Nevada or at Kato Road during ramp up, or they could already be stockpiling them, we just don't know. My theory is that the pilot line at Kato will be perfected (or close enough) by the time the battery area at the NW corner is built, so they can either replicate it quickly OR just ship the whole thing over from Fremont. Battery supply is still the biggest constraint for every EV manufacturer, or at least the ones within reach of actual production.
    1
  16224. Not sure that would count. Battery factories are heavily subsidized in every country. CATL appears to have a subsidized factory under construction in Germany.
    1
  16225. It's likely a combination of things, with the biggest being that it's LFP, which survives remarkably well over time and use. Surely CATL has some manufacturing techniques that improve production for a more consistent product.
    1
  16226. Oh wow!
    1
  16227. THAT'S NOT WHAT CLICKBAIT IS. We asked a question, then addressed the common claims and provided context. That's the opposite of clickbait.
    1
  16228. That hasn't had any measurable impact. Tesla sales have continued to grow YoY every quarter, while Lucid is down from their highs, despite price cuts and aggressive lease offers.
    1
  16229. Can't. The next 2 have been shelved. The threats and attacks from allegedly spiritual folks isn't worth the risk. Apparently calling out lazy interviewers is a political attack, and an attack on faith itself. No idea how either of those are remotely true, but apparently it's something worth killing over.
    1
  16230. Millions, it seems.
    1
  16231. This isn't political, Paul. The entire point was that Tesla will succeed regardless of who is in office. There are thousands of channels where you can argue politics with people who are happy to discuss it. I'm interested in technology.
    1
  16232. Sir, this is a Wendy's.
    1
  16233. The video is almost 2 years old .
    1
  16234. No problem!
    1
  16235. There's no politics here. The governments of the 13 largest auto markets are all in agreement about the need for action. This is a rare instance where humanity transcends politics. If the goal was ttp take political cheap shots, you'd have seen them.
    1
  16236. 50% longer dings the throughput. Hard to ignore that.
    1
  16237. The original plan was for four. The website now shows three. I wonder if it's one per axle, or maybe two one of the rear axles with a third up front.
    1
  16238.  @rogerstarkey5390  That's not a bad theory.
    1
  16239. These officers are a hoot!
    1
  16240. Why?
    1
  16241. I did. That's why I'm trying to help you.
    1
  16242. You may be in for a treat with next week's update. ;) Though I'm well prepared to deal with all the hammer-swingers swearing I can't know what I'm talking about on account of the fact that I've never performed commercial ductwork. Don't have to work around cows to know when a farmer's peddling bullshit.
    1
  16243. Overwhelmingly localized.
    1
  16244. It also happens with full human driving.
    1
  16245. Tesla has a unique amount of data about where their cars are used and how they're charged. This gives them a big advantage when planning new charging locations, but could create a bad feedback loop if they won't build more without more cars if people won't buy more cars without chargers.
    1
  16246. Sure seems like it.
    1
  16247. Now that is a spicy take.
    1
  16248. Hoping to get him to come back for an April 1st episode next year as a surprise guest.
    1
  16249. Who is this directed at?
    1
  16250. Starlink is part of SpaceX though, not Tesla.
    1
  16251. @CiaranMcHale If a car is traveling at 60mph, those 5 seconds account for 550 feet of travel. You should be ready to take over within a couple football fields of distance. More importantly in this demo is that he didn't even turn it on within 5-seconds of impact.
    1
  16252. Unlikely. Mexico would need to agree to any modification of the trade agreement. Unilateral imposition of tariffs would violate international law.
    1
  16253. BlueSky is sadly still a ghost town. You're a big fan of it but even you don't follow me there or even realize I'm in it. That's how bad it is.
    1
  16254. That wasn't the question. The question was how many Starlink terminals can connect to a single satellite, and as before, he declined to answer that question. It would be the kind of revelation that would provide concrete numbers to analysts and competitors which it's reasonably clear SpaceX is not ready to provide.
    1
  16255. You just said the cost will be minimal. That's my whole point.
    1
  16256. Humans are prone to overconfidence. Too many truly terrible drivers out there. Not assigning a number just opens the door for abusive interpretation from both sides
    1
  16257. Rack... b' rack!
    1
  16258. What percentage of a car's cost do you think labor makes up?
    1
  16259. Aw, thanks!
    1
  16260. Entirely possible. I aligned the wheels because the tires & wheelbase appear the same, but if the tires are slightly smaller AND match a slightly shortened wheelbase, all the comparisons could be shifted.
    1
  16261. That's not science.
    1
  16262. Which patents have they used?
    1
  16263. "I love my cigar, but I take it out once in a while." -- Not Grouch Marx, apparently.
    1
  16264. Totally agree.
    1
  16265. Elon isn't paid from the revenue. He's paid in stock. Unless you're a shareholder, you don't pay him.
    1
  16266. Absolutely true.
    1
  16267. I know my information is bulletproof when you resort to attacking my looks. It's a confidence booster.
    1
  16268. I haven't noticed anything political either way. I just know lazy reporting when I see it.
    1
  16269. That's not what the testing criteria requires.
    1
  16270. Glad you enjoyed it!
    1
  16271. That's a question they would never answer. That's how you get an interview cut off and a reputation that ensures you won't get more interviews in the industry in the future. The answers are there, tou just have to connect the dots. Their current approach is not working.
    1
  16272. You've missed the point. No one is saying corruption doesn't exist, but that the viral video with 4 million views that spawned hundreds of knock off articles and videos (racking up millions more) was complete and utter bullshit. The author knew it was fake. He knew he was lying. He made the video because he knew it would go viral. You have to find ACTUAL evidence of corruption.
    1
  16273. If you understand your use case, you know if this is right for you. It's okay if you don't understand that different people have different use cases.
    1
  16274. Same for the Model S or X just prior to the refresh.
    1
  16275. Glad you enjoyed it
    1
  16276. SCIENCE!
    1
  16277. Thank you so much 😀
    1
  16278. It's not their decision. That's the problem. It's Shawn's decision and he doesn't give a damn about the workers going broke.
    1
  16279. Behind which schedule? If they had just done Phase 1 as originally intended (before they raised another $10B in new capital) instead of doing all three phases at once, would that be better or worse?
    1
  16280. Except it's not, and it's growing faster than ever before, even in regions where it isn't subsidized. The cost is now lower than fossil fuel. Renewable generation beats even coal and natural gas, and EVs are cheaper over the lifetime cost of ownership. It's already over. You may want to plan accordingly, but no one is going to make you.
    1
  16281. There's a very real risk of new information. Gotta stay on your toes, or in a pinch, someone else's toes
    1
  16282. Giga nice.
    1
  16283. @The Lone Wanderer You may not have seen the death threats before they were removed. When you call a Christian website lazy, apparently that's an attack on Christ himself, and it brought some truly insane people out of the woodwork. So yes, bad people are unsubscribing. I can see my stats. Six unsubscribes, which is about normal, versus 170 new subscribers, which is well above average. On balance, more people really, really liked the video than hated it. For perspective, that's comparable to the sub losses on a video about Tesla insurance, or the CyberTruck removing the single-motor variant from the initial launch. It appears some of the people saying they were going to unsubscribe were never subscribers in the first place. If someone is so angry that I criticized an anti-trans, anti-vax, anti-science website for making the laziest interview with Elon ever produced, that's their choice. The channel won't suffer for that loss. That's a net gain. Onward and upward.
    1
  16284.  @thelonewanderer420  Outrage drives engagement. Those who agree are less likely to comment. There were more people who said they would unsubscribe than people who did. At least some of them were lying. This was not my audience. These were people who only showed up to get angry. Outrage hobbyists eager to "cancel" me for the difference of opinion, oblivious to their projection. It worked. The very brave people who rage against the idea of cancel culture have successfully threatened and intimidated me into canceling the rest of the (already shot) series. What can I say, snowflakes, man.
    1
  16285. I appreciate that!
    1
  16286. Your obsession is unhealthy and you should see you working on it. Anti-fandom is mental illness.
    1
  16287. It didn't say that originally. Nobody was watching it so the editor went back and added that. More people watched after that.
    1
  16288. Cattle requires a lot of water.
    1
  16289. I had no idea they were so closely tied with Ford, but it all makes sense. My mom had a 1993 Probe which shared a platform with a Mazda. They ONLY reviewed the Mazda and gave the Probe the exact same rating, which turned out to be pretty far off base. The Probe was an unrefined chunk of trash. My mom bought it BECAUSE Consumer Reports gave it the Mazda's rating, which was very strong. Fraud, man. Generations of fraud.
    1
  16290. Everyone gets to watch the replay. The in person happens just once.
    1
  16291. Do you buy hotcakes? Does anyone? They come free with the purchase of something else.
    1
  16292. It isn't.
    1
  16293. Human nature. Juicy lies are easier to stick in the brain than nuanced truths.
    1
  16294. FIVE YEARS?!? Oh Bram, you have done alright with that investment!
    1
  16295. Thank you 🙌
    1
  16296. You okay there, little buddy?
    1
  16297. Very cool! You asked how to reach me. You can send to my gmail which is just MyTeslaWeekend.
    1
  16298. Thanks for watching!
    1
  16299. Glad you enjoyed it! I hadn't seen any of the major bullet points until the conversations started about three/four weeks ago.
    1
  16300. That doesn't add any certainty. They DO control their border, and have always cooperated with enforcement efforts. If what they're doing isn't "good enough" then it's impossible to know exactly what would be, and how it would change on a whim.
    1
  16301. It makes for a great headline, but it's just not how you summarize data.
    1
  16302. That's a great point.
    1
  16303. Without a doubt.
    1
  16304. No problem 👍
    1
  16305. That's an approach.
    1
  16306. Correct. The car always knows where it is in space so it will not intentionally bonk into anything.
    1
  16307. You are welcome!
    1
  16308. Not at this time.
    1
  16309. Might be my heater. It was almost refrigerator temperature in my studio on Wednesday.
    1
  16310. If they can get enough batteries, they'll do great. That remains a huge challenge.
    1
  16311. I'm sure this will also be revealed at the Nov 30th event.
    1
  16312. The Sapphire doesn't exist. You need to ask yourself why they won't release it. The answer is right in front of you. But it doesn't matter because it can't save them financially. Their problems are all the way back at corporate. No car will save them until that's sorted.
    1
  16313. Love it!
    1
  16314. @davehope2210 The joke was weak, but I wouldn't go that far, Dave.
    1
  16315. Right?
    1
  16316. You don't need to sponsor anything to be welcome and appreciated. 😉
    1
  16317. @Doug Parts of it yes, but there are plenty of companies capable of building comparable systems. The big advantage Tesla might have is the autobidder software, but I haven't found good enough information about that to determine how big of an advantage that could be.
    1
  16318. I appreciate that!
    1
  16319. I was pretty proud of Thriftware.
    1
  16320. They said the same about every new car that entered the market. It works out.
    1
  16321. They also showed the CyberTruck on Leno, and that was four years ago.
    1
  16322. Glad you enjoyed it. :)
    1
  16323. 23 Model Y, HW4.
    1
  16324. Facts don't have bias. I've spent weeks in Ireland, but the only rain I've ever seen that looked anything close to this was in a hurricane in Puerto Rico. What Rober showed didn't look like rain. That was a wall of water. A closer simulation of rain would have cost 1/10th as much, but he HAD to go all out or it wouldn't have failed.
    1
  16325. Good catch!
    1
  16326. Is it that close though? Still saying maybe next year.
    1
  16327. There's no case.
    1
  16328. The company nomenclature is Giga+Most Recognizable Area. Your beef may be valid, but it isn't with me. You're free to punish me for it, I guess.
    1
  16329. Street sweepers too.
    1
  16330. Wow man, you seem terrible. You should work on that. Added nothing at all but sassy dookie.
    1
  16331. You'll need someone far smarter than me to even begin to answer that.
    1
  16332. Not all of them have enough drone footage to work with, or don't show enough progress in a given week for it to result in a helpful review. Which one do you work at?
    1
  16333. I didn't see that!
    1
  16334. Thank you! 😁
    1
  16335. They aren't expensive, and that's not the issue. They're bulkier than the rest of my gear combined, and fiddly to manage when you don't have a second person to handle it. I'd need the bounce board AND something to hold it. I'm considering it, but there's some issues to address that could be managed by just shooting from a different angle.
    1
  16336. Lack of windows means it's gotta be fake or, I don't know, maybe algae.
    1
  16337. I appreciate that more than you might realize. All us Tesla channels take a beating along with the stock. When it's down, so is viewership, subscribers, ad revenue, all of it. Just have to weather the storm.
    1
  16338. Just checked. It's "defined benefit"... wow. That's impressive. Good job!
    1
  16339. It's most likely that he bought it but that his driver score wasn't high enough to enable activation. This was common in the early days of FSD beta.
    1
  16340. It's not me that moved toward politics. Elon got so political it's spilling over into the production and delivery reports. Politics came to me. The danger is people shooting up event locations on the day we have events. If you're more upset by acknowledging it than the underlying causes, I don't know what to tell you.
    1
  16341. Might as well wait and see if they have one next time. They still have a lot.
    1
  16342. Meant meaning, all positive. Neat!
    1
  16343. Glad it was helpful! These take a lot of time, but I feel they're worth it, even if they don't perform like some of the other easier videos.
    1
  16344. Based on the earnings call, seems like you're correct. Well done.
    1
  16345. Maybe I'm too young, or from too far North or West, but your comment sounds like it's from a different dimension.
    1
  16346. I invested heavily in 2019 and have added shares around $180 and $280. I plan to buy more because I only follow one company more closely than the big name analysts, and I see a better risk to upside potential ratio than in anything else. That's only my take, and I'm not a financial advisor.
    1
  16347. Of course he is! Why else would fellow human person seek to build interplanetary transport vessel?!? Oh wait, no, not that. Never mind!
    1
  16348. Ford buyers get subsidies. Tesla buyers do not. Pretty bold words for a truck that you actually have never had your hands on.
    1
  16349. I've only seen them loading 8-cars to the carrier. I suspect the higher weight of the Y makes 9 too heavy. So then the question is how much would they have to trim from each car to get the weight down enough to put that 9th car on the hauler?
    1
  16350. At first I read this as a joke, but now that you mention it, yes! It will be the best, cheapest, and most effective exploration tool, and with no danger to humans... well, maybe a little danger on earth, but this place is overrated. ;)
    1
  16351. If it was sold in the US, it would have an 8yr/100,000 mile battery warranty. That's peace of mind. Some take that to mean they'll fail a month later, that's not how it works in practice. If 20% fail just after warranty, 20% would fail just before, and no company expecting to survive into the future would take on a cost that high.
    1
  16352. Glad you enjoyed it, and I definitely was! I'd never seen anything quite like it, though the Saturn V on display at Kennedy Space Center is similarly inspiring. Shocking to think that it was flown in the 60s without failure.
    1
  16353. That would result in a p/e of 15-20. Strikes me as a tad low.
    1
  16354. Thanks for the info! I was not aware of the distinction. I'll make a note of that.
    1
  16355. Thanks Barry. Neat clocks!
    1
  16356. It doesn't work. When we defend things that are demonstrably broken we forfeit our credibility. It makes reasonable people believe we're incapable of being honest. There are plenty of channels that will tell you everything is always perfect all the time, even when it isn't true, but I'd rather hear an uncomfortable truth than a lie.
    1
  16357. Thanks, will do! They're certainly getting quieter as the weeks go on.
    1
  16358. Did you even watch the video?
    1
  16359. I'll take it.
    1
  16360. All fair points, but they boil down to just a couple issues. Let's start with stainless that stains. I have kitchen knives like that. How do they get rust spots if they're stainless? They shouldn't, right? Too cheap of an alloy. They most likely skimped on the chromium or nickel because it's expensive. You can find Google explanations that blame it on improper care and handling, but that's nonsense. Extra care can make cheap stainless last longer, but a proper alloy won't have any issue. Industrial kitchens use a lot of stainless, and they are absolutely abused with standing muck and harsh chemicals. They do just fine. The DeLorean is a more complicated matter. They decided to use stainless just to be different. It wasn't a better material for the use case, it was just eye-catching. Stamping stainless steel is really hard on the dies, and in the way those were built, didn't result in better impact resistance. When "fixing" steel, the question is what kind of damage has been done. A door ding? This will have a ver y thick skin, likely impervious to door dings. Smack it with a claw hammer? Buff it out. If you get a crease across a fold, that's going to be a bigger issue, and may require a larger replacement piece, or maybe you just cut it out and weld a new one in. It's going to be difficult to cause damage, and if it required Bondo for some reason, you'd probably just wrap the whole truck. While a DeLorean looks strange in any color other than bare metal, we're going to see wrapped Cybertrucks every day of the week.
    1
  16361. Glad you like them! It's just going faster and faster.
    1
  16362. I can't find footage from the US or Europe showing pedestrian crash ratings for pickup trucks. It appears commercial vehicles are not required to undergo this testing. Pedestrians don't fare well against vehicles in general, with the greater weight and size being an issue no matter what. You can watch pedestrian impact tests for larger vehicles and it's never pretty. If the F-150 and transit vans remain road legal in Europe, which appears to be the case, this shouldn't face any additional obstacles. It's all been considered.
    1
  16363. Welcome aboard!
    1
  16364. As much as I love it, it is still "just" a car... plus I plan to wrap it at some point.
    1
  16365. Did you watch the video? Tesla DID get the money.
    1
  16366. I suspect we'll get our answer in the next couple years.
    1
  16367. Get it? GET IT YOU GUYS?!? FSD has shortcomings, but failing to recognize actual humans isn't really among them.
    1
  16368. No problem! Getting everything ready for tonight's livestream, which I'm confident you'll appreciate, per our discussion on Patreon. ;)
    1
  16369. You're welcome!
    1
  16370. No news. They're struggling to ramp the FUV and show no signs of releasing the two Mean Lean Machine models. They've got a real challenge on their hands to get profitable before they run out of cash and credit.
    1
  16371. You train it the same way you do with a human.
    1
  16372. Glad you enjoyed it!
    1
  16373. Build your light industry first, then tour heavy industry, then your tech industry. That's the way to make it work.
    1
  16374. Right? It sounded like the exact opposite of what you know to be true. If this was true, why would we only be hearing about it now, and only from Quote Wizard?
    1
  16375. Bezos and Musk were both hated as titans of industry. Elon's taken it to a different realm with his direct involvement in politics.
    1
  16376. It takes extra time, but I know I appreciate them, so I'm glad you do too.
    1
  16377. Very nice!
    1
  16378. There isn't because nobody is willing to show all their cards. Tesla has grown extremely careful about sharing since people dissect the footage to play catch-up.
    1
  16379. Gotta post those kinds of silly comments on channels where engineers don't hang out. Everyone here sees through it.
    1
  16380. Found a fellow Tesla news junky. Yes, he said that! But things can change behind the scenes in ways the public isn't aware of. If it becomes clear Fremont and Shanghai can satisfy Model Y demand, with Berlin moving into Model Y production in the next few months, there may be motivation to work on other models. We already know the site plan in Texas has changed significantly (all three phases at once, and under one roof, instead of spaced out over time and location,) but we don't know why or what that means for upcoming product deliveries. The next six months should prove very interesting.
    1
  16381. Wow, thanks!
    1
  16382. Thank you so much?
    1
  16383.  @gensao  I can see why they would do that.
    1
  16384. If we get that at launch, I'm not sure what the naysayers will move on to complaining about. Probably the price, regardless of what it is.
    1
  16385. Thanks 👍
    1
  16386. VW has hobbled their Electrify America network intentionally to stave off EV adoption. This isn't a bug, it's their buggy feature to keep their dino-burning buggies on the road.
    1
  16387. You joke, but there are whole dumbasses who say things like this without a hint of irony. The goal of selling progressively more affordable cars has always been the roadmap. Not everyone wants an entry-level car, but not everyone wants a car at all. Some folks only want SUVs or trucks. Investors don't care what their personal preference is as long as units are moving, and doing so at healthy margins. A $25k Tesla will not be comparable to a Carolla because it will be faster, safer, cheaper on a per mile basis, and come standard with a technology package you can't get in the most expensive Lexus ever sold. What we learned on Investor day isn't what that car will look like, but how they can afford to sell such a product while maintaining industry-leading profits. Everyone else is struggling to catch up with Tesla's Gen-1 & 2 manufacturing efficiencies, while they're already moving on to something radically simpler.
    1
  16388. Crazy times.
    1
  16389. The channel was hacked on Monday. The restoration process pushed the thousands of videos published back out as brand new. Apologies for the chaos, it wasn't intentional.
    1
  16390. Last Sunday, July 30th.
    1
  16391. Silverado EV has never passed any tests, hmmmmm. The fact that you don't know how testing works doesn't mean there's a conspiracy.
    1
  16392. Funny. Pickup division, sure. S/X class division, sure. Might as well break Giga Shanghai off as well.
    1
  16393. Did you watch the video?
    1
  16394. That sounds more accurate.
    1
  16395. The sheer audacity. The nerve. What ever will I do?!?
    1
  16396. There are sound ways to reduce the budget. What we're seeing is beyond careless. Vital programs are being destroyed in the name of expedience. We're already seeing it backfire.
    1
  16397. Um...
    1
  16398. Did you watch the video?
    1
  16399. Don't know how old your information is, but you should update it.
    1
  16400. Look for videos of 13.2.2 or 13.2.8. Those give an accurate account as of the latest build. I've seen honest reviews (the good and the bad) from Dirty Tesla, AI Drivr, and Chuck Cook.
    1
  16401. Love it!
    1
  16402. This is a very generous assumption.
    1
  16403. Blockbuster and Blackberry also soared in their final quarters. Really flamed out after that. GM isn't close to bankruptcy or anything, but that stock gain required a $16 billion stock buyback. How many more of those are you should we be counting on?
    1
  16404. Will do!
    1
  16405. Sounds like they understand that better now.
    1
  16406. It does feel like part of our culture, but the only way to cost effectively get a family 500-1,000 miles (600-1,200km) is in a car. The cost of four airline tickets is only the start of it (rail is more expensive,) since you'll still need a car to get around when you arrive.
    1
  16407. I don't trade options. Never have, never will.
    1
  16408. Which is odd for people dressed like Skittles.
    1
  16409. How many were actually able to buy it at that price though. There were buyers of the Model 3 at $35K, but they were similarly rare.
    1
  16410. "Get a horse!" - you
    1
  16411. That wouldn't surprise me.
    1
  16412. Sorry about that!
    1
  16413. You might be thinking of the Ford Galaxy. The Ford Prefect could only get you halfway across the galaxy.
    1
  16414. Always a treat to see you, Jack.
    1
  16415. Definitely
    1
  16416. It's the best.
    1
  16417. Aww, thanks!
    1
  16418. I don't see it, Roger. A lithium battery would still be under warranty.
    1
  16419. Okay, ya lost me there.
    1
  16420. My pleasure!
    1
  16421. I'm not able to pay $400/month. I would just use autopilot. It was offered at $12,000 when I bought the car, and later reduced to $8,000. Both of those are beyond my budget.
    1
  16422. When I went to Fully Charged in British Columbia, I had two people tell me how much they like our segments together, and another tell me they only found my channel because of him. I know he isn't for everyone, which is why I try to put him in the thumbnail. Makes it effortless to skip a video if a viewer just knows it isn't going to be what they want to see.
    1
  16423. These are amazing and fascinating insights, thank you!
    1
  16424. All fair points.
    1
  16425. It's enabled, I just didn't realize I had to be in drive rather than reverse.
    1
  16426. Equal to whitewalls.
    1
  16427. I have some really good stuff coming up!
    1
  16428. Exactly. It's a valid criticism, but it's not a mistake. The could have tried to do every model from the beginning, but why spread yourself thin when focusing allows you to make the perfect car in each class, and at costs that the competition can't touch.
    1
  16429. Can't do it. If this mug gets any prettier it will distract from the message. Can't have people zoning out because of how dreamy I am.
    1
  16430. The grammar issue is separate. I know lots of people who love 2nd and 3rd tier products who can express their preference without outing themselves as uneducated doink sleeves. ;)
    1
  16431. The Bolt never got the love it deserved.
    1
  16432. Tax breaks how?
    1
  16433. It's already passing nicely. This was recorded over a week ago, with hopes my new editor would handle it, but it fell through, so I finished it myself.
    1
  16434. Absolutely.
    1
  16435. Often enough, that's for sure.
    1
  16436. In that particular area, yes. Considering other known storage areas, I'd still put it at under a week of the full ramp.
    1
  16437. We need string leadership. This ain't it. This is how we forfeit our future.
    1
  16438. My pleasure!
    1
  16439. The money I've lost on Arcimoto is worth keeping my shareholder rights. If they don't want to keep folks like me, they can cash me out.
    1
  16440. Trolls used to have standards. What happened to you guys? You're not even trying.
    1
  16441. Those weak lies might sell on other channels, but the majority of viewers here have an engineering background. They've seen the studies. They know better. They don't fall for your unsourced anecdotes.
    1
  16442. Sunscreen? SUNSCREEN?!? DOES ANYONE HAVE SUNSCREEN I CAN USE?!?
    1
  16443. Can't imagine security would be tight enough.
    1
  16444. You too!
    1
  16445. Speelung vs speling.
    1
  16446. @gustavgyll3291 It only appears that way to those who are bad at math or have only read dishonest stories. The cost to Tesla is negative $6 billion, meaning they actually gain cash on hand from it. The accounting cost is about $2b, but it's only paper, not cash, and has already been accounted for years ago. The real pay was zero because all he earned was the ability to purchase shares at the 2018 price IF it goes up in value by an eyewatering amount.
    1
  16447. The lady who owns the AirBNB we stayed at got a flier saying they'd get invites, but invites never went out to the local community. I only know a few content producers who didn't get in, either on their own invites or as +1s. The frustration is surely understandable, but I haven't heard from anyone who went away with any animosity over it. Tesla doesn't "owe" any of us anything, and I haven't seen anyone suggest otherwise. I'd have loved to get in, and it would have resulted in content with greater insight, but I honestly don't think they have any idea my channel even exists. I think you're right about how important it is to reward the employees as they did for their incredible efforts to make this factory a reality. I have heard rumor that factory tours will be offered at some point, and for the sake of the local community, I sure hope that's true. Those folks have watched this beast spring up from nothing and they deserve a chance to see it up close.
    1
  16448. That would be cool!
    1
  16449. If I'm not having fun, it starts to feel like work. ;)
    1
  16450. Go look at it again and compare it to actual sales figures. That's a nationwide number. Most articles are careful to point out that there were more in certain locations, but they didn't make up the entirety.
    1
  16451. Much appreciated!
    1
  16452. Aerodynamics.
    1
  16453. Get real, my shouty guy.
    1
  16454. That claim requires you to not understand math. Look at the cost of a new one with all incentives. Now look at the cost of a used one with all incentives... not that far apart, are they? The liars will tell you EVs are too expensive AND too cheap, but both can't be true.
    1
  16455. Sounds like you didn't watch the video.
    1
  16456. There's no hyper loop in Vegas. Why be rude when you don't even know the basics. Get educated, son. Knowledge is power.
    1
  16457. Says the guy who doesn't even get the premise of his own joke right. Look into it, kemo-sloppy. Nobody can force you to be smarter. ;)
    1
  16458. You're obsession doesn't seem particularly helpful.
    1
  16459. Haven't heard anything about that, and it would be very big news if anyone in the industry had any like that on the horizon.
    1
  16460. Very true.
    1
  16461. Yes, data driven. When you start with a premise as fundamentally broken as yours, the correct conclusion could only be reached by accident. You weren't that lucky this time.
    1
  16462. You clearly didn't watch the video.
    1
  16463. Maybe not.
    1
  16464. Tesla doesn't appear to be looking at it at this time. If they're market validated they could make their way into China made models. None of those use structural packs.
    1
  16465. Not how it works.
    1
  16466. 250k semis are sold in the US alone each year. I'm not sure your buying power is the top consideration at this juncture.
    1
  16467. Agreed. Without a human, that car could wind up stuck for hours (or indefinitely) if there's an obstruction in the road. It MUST be able to handle an edge case as common as "go in reverse."
    1
  16468. As I understand that is the eventual target capacity, with 100GWh rate upon short term ramp. Amazing to think how recently that would have been the entire global capacity.
    1
  16469. Will be covered in today's video.
    1
  16470. Clowns are people too.
    1
  16471. That's a neat truck! Hadn't heard of it before.
    1
  16472. Would be a nice way to get climate control into the bed.
    1
  16473. Mary (em)Barra(sing)... nice!
    1
  16474. To make clear I'm talking about a company.
    1
  16475. You're consistent, I'll give you that. You should try being right from time to time..might save a bucket of embarrassment.
    1
  16476. Unfortunately a likely outcome. They certainly would struggle to be MORE reliable. That would be one heck of a feather in their cap to be able to claim BETTER reliability than the SC network.
    1
  16477. Crazy, right?
    1
  16478. Do you need a CCS charger? What do you drive?
    1
  16479. Come on, Nige. You know us bearded thumbs gotta stick together. You may not understand the topic, but that's okay. I've been living the research daily since 2019 so you don't have to.
    1
  16480. People who don't understand physics and chemistry can wind up with some pretty crazy ideas. That's most people, unfortunately.
    1
  16481. Simple math!
    1
  16482. Thank you so much!
    1
  16483. Crazy, right?
    1
  16484. They won't be able to sell in 7 states and half the world's car markets if they don't have EVs.
    1
  16485. Fleet sales are under 20% in the US. Which market are you referring to?
    1
  16486. That's all cars though.
    1
  16487. It will, and these are the final wheel sizes. Did you miss my recent series where I got to talk directly to the project engineers?
    1
  16488. Glad you enjoyed it!
    1
  16489. Any body shop. People work on rare and super-custom cars all the time.
    1
  16490. Which human, and in which task? Many robots can already outperform some humans in some tasks.
    1
  16491. What maintenance and repairs do you need that aren't covered?
    1
  16492. That theory doesn't connect with anything we've heard from the folks let go.
    1
  16493. Boom!
    1
  16494. They did not. And you'll notice all the troubles in the entire world are localized around one small area in downtown Chicago.
    1
  16495. That would be amazing. Maybe someday, hopefully before too long. Was there a year ago for Fully Charged, but man was that a budget buster.
    1
  16496. That's amazing. Thanks for sharing!
    1
  16497. Tesla kept zapping his drone. That's too expensive.
    1
  16498. The Friday show is always on the 2nd channel at www.YouTube.com/MyTeslaLive. I make a condensed version of it which goes up over the weekend, which I'm uploading shortly.
    1
  16499. Much appreciated!
    1
  16500. He won't be eligible for reelection. If bribery is the name of the game, the oil giants have vastly deeper pockets than any single person.
    1
  16501. Sorry to hear that.
    1
  16502. I see what you did there.
    1
  16503. Glad you enjoyed it!
    1
  16504. Watt hours per mile comes in worse than the MachE, Ioniq 5, and Model Y. It's not terrible, but it's not great.
    1
  16505. Great tip!
    1
  16506. Small world!
    1
  16507. I drove it back from Seatac on a rainy night (video 2 days ago) and it worked flawlessly... until it got to my town.
    1
  16508. You bet!
    1
  16509. Neat, thanks.
    1
  16510. Okay.
    1
  16511. First I'm hearing of this.
    1
  16512. Even with 500 miles of range (say 250 while towing) they're still going to need pull-through chargers, and a whole lot of them.
    1
  16513. You bet!
    1
  16514. Big opportunity for someone, though I wouldn't want to be the company responsible for funding and deploying it.
    1
  16515. Watched Scott Manley last night. He's always great. Marcus House too.
    1
  16516.  @judedornisch4946  Ah, I understand. So instead of expending half the onboard propellent (or some other substantial percentage) they can deploy them closer to the desired altitude. Still can't take them all the way up though, or they wouldn't be able to space out correctly, but they could get a chunk of the way there and just take longer to get them spaced. Fantastic catch!
    1
  16517.  @judedornisch4946  They're deployed at the correct speed, but a lower altitude. Each one raising at the correct time is what allows them to space out. If they just went to the higher altitude and deployed them one at a time, they'd all be going the same speed in the same place. The raising is critical to spacing.
    1
  16518.  @judedornisch4946  I am familiar with it. Starlink travels at (and is deployed at) around 14,000mph. It must do so below their final orbit, or they will all be stuck in a cluster. It's not like a car where chucking stuff out the window will leave it there. Without atmospheric drag, it would just stay next to the car. It's the angular momentum that spaces them out as they reach higher orbits. This can be mitigated by splitting the difference in altitude, requiring less boost from the onboard thrusters, but taking a lot longer to wait for their windows. They can't just park Starship at the final altitude and deploy them. They all need to be moving at the same speed. If Starship is moving at that speed, they'll all be just outside the ship. If Starship is moving faster, it won't be in the correct orbital plane, and each one would still have to lose that excess speed.
    1
  16519. Hope so.
    1
  16520. And not just Texas, but a construction site in Texas. Without actually counting I'm comfortable saying it's 90%+ pickups and vans. Maybe even 95%+.
    1
  16521. I imagine if we could see the layout of his office we'd have a simpler answer. That's probably where there are things going on. When I look off camera for an answer, it's to where my 2nd screen is located. I never look left because there's nothing over there but my box light.
    1
  16522. Data doesn't support this conclusion. Data is the only thing we care about
    1
  16523. Betcha even she doesn't drive one.
    1
  16524. Nikola had about as much cash on hand when they broke ground as Tesla did when they started building Giga Shanghai, so I'm not sure what point you're trying to make. Nikola raised capital based on very specific promises and expectations. The company that tricked honest people into giving them billions no longer exists. What we have instead is a small custom coach builder without a single unit sold. There is no salt. I want ALL the clean vehicle companies to succeed, and Tesla is not my only EV investment. I regularly praise Lucid, VW, Kia, and others for their accomplishments. The approach taken by Nikola was all wrong, and their fans are most often aggressively angry. I might lash out too if they'd stolen my money. They can still survive, but there is no path to the 10-year growth targets promised when investors poured in their life savings. Bear's Workshop is showing what's happening on the ground. That is a neutral story. My job isn't to give every company an equal shake, but a shake fair to their prospects. Giving a pass while ignoring red flags is what led investors to lose on Faraday Future, Zenn, and yes, even Nikola. They are already regrouping and looking at how to survive on their finite cash supply and move forward, but those who invest at the current prices are likely in for a very tough ride. They need to be valued as a low volume coach builder, which is currently their highest aspiration. And you'll notice I've never once suggested people buy Tesla stock either.
    1
  16525. This is true. There's nothing unusual or uncommon about this. It's not a graveyard so much as a holding lot. It was emptied shortly after this was shot, and slowly refilled. It's full again, but the Bronco assembly plant is now closed by the strike, so it's possible they were stockpiling in anticipation of the strike. The point of this video was not to mock Ford, but poke fun at the people who see holding lots used by Tesla and conclude it somehow spells doom.
    1
  16526. Seems so.
    1
  16527. Views are generally down this week, and it's not just me. I talked with other Tesla creators, and they've seen the same thing. It's the hangover from the quarterly production numbers.
    1
  16528. Thanks for the correction, Paul. It seems you are correct that they design the chips, but do not manufacture them. Though I imagine this means they have a standing order which was either uncancelable, or at least, not canceled.
    1
  16529. Thank you so much!
    1
  16530. Zero is a deeply flawed estimate.
    1
  16531. We don't know which bits are missing. They look great, but it's something big enough they aren't willing/able to ship them as is.
    1
  16532. That used to be a sign of bots, but YT made it standard practice about a year ago.
    1
  16533. Some trolls have disagreed, so thank you for that!
    1
  16534. I haven't heard anything indicating production that high. Doesn't mean it isn't true though.
    1
  16535. I'm not getting as much love on my news roundups, but I think working a little more on my thumbnails and titles should help with that.
    1
  16536. The US already requires sound at low speed, but it's very reasonable, and you wouldn't notice it if you were inside a building.
    1
  16537. Coming soon!
    1
  16538. Because it's fundamentally dishonest.
    1
  16539. Indeed!
    1
  16540. Fair. :(
    1
  16541. You'd be mistaken. Have you not seen the endless videos showing it in use in China?
    1
  16542. Glad you enjoy it!
    1
  16543. Is that comparing handles to handles?
    1
  16544. To be clear, that's THREE fire emojis, yes? Okay, well I'm going to hold you to it!
    1
  16545. Sales haven't returned quite to the pre-Brexit levels, but people do indeed buy new cars.
    1
  16546. That charging will need to expand as the EV market expands. That may be enough for today, but 10x the demand and it's going to struggle. The good news is that it's already underway.
    1
  16547. Sorry to hear that.
    1
  16548. I'm lowlighting it. The other words are highlighted. ;)
    1
  16549. It shouldn't die u der warranty, and if it does, you already get a new one.
    1
  16550. Thank you so much!
    1
  16551. @TeslaFix Sorry, new phone, I don't know who this is!
    1
  16552. That's the plan!
    1
  16553. I can see that.
    1
  16554. Stay in school kids. Hospitals require a battery to provide instant, uninterrupted power. They'll keep the diesel generators but replace the battery packs they currently have.
    1
  16555. Lead Acid for stationary storage has a typical life of 3-5 years, so they don't have to retire them early. LFP (which Megapack uses,) will last 10-20 years. Even if they chose to arbitrage 20% of the capacity back to the grid, that would only represent 1,460 cycles over 20 years against a minimum expected life of 3,000 cycles. That 20% of daily capacity at a modest 20-cent price differential would mean $874k in income over 20-years. And that's to say nothing of the savings from not having to fund and manage a new installation 4-7x during the same period.
    1
  16556. I'm not sure this theory even had rails to start with. :)
    1
  16557. I don't think it's the ideal material.
    1
  16558. Tesla was the first. Others have since been allowed to as well.
    1
  16559. My assumption was based on the extremely heavy footings placed in the 45-degree angle portion of the building, but even if it's just to heat/cool the entire facility, this would still work as a fair barometer for the overall productivity of the site.
    1
  16560. The demand is a rating based on the market segment in which they are expected to compete in the next year or so. Lucid as an example only had one design and it's in the smallest segment of the market
    1
  16561. Hostile. Super weird. I take it you didn't watch the earlier installments in the series where this was explained in detail. Rivian only makes luxury trucks and SUVs. Lucid only makes luxury sedans. The demand for those market segments is lower.
    1
  16562. It wasn't. That was an April Fool's joke.
    1
  16563. Noticed that too, and I have a few theories... okay, just one, but I'm going to talk to some people before I bring it up in next weeks video.
    1
  16564. Absolutely.
    1
  16565. 3.5 I think. I haven't been able to convince them to get me beta access to the latest and greatest, but they're both awfully good.
    1
  16566. Great idea!
    1
  16567. Thank you so much!
    1
  16568. Glad it was helpful!
    1
  16569. You can do better. I believe in you.
    1
  16570. I thought the view was too lovely to interrupt.
    1
  16571. A great question.
    1
  16572. You're welcome!
    1
  16573. Kyle knows this, and in some videos he'll say it both ways, but they don't use the Chinese pronunciation in their international marketing. Outside of China they call themselves ex-PANG. I'm going to keep calling it shau-PUNG until their marketing reaches my market.
    1
  16574. Please do!
    1
  16575. Much appreciated!
    1
  16576. Glad you enjoyed it.
    1
  16577. Yer mental if you believe that, but I know you're just playing at crazy.
    1
  16578. Thank you very much!
    1
  16579. Some have. We're still waiting to see those buyers show up in meaningful numbers.
    1
  16580. Some have commented that they do all the service on their ICE vehicles themselves, and while I'm sure those people exist, they are a very slim fraction of the total.
    1
  16581. Good catch!
    1
  16582. Unknown and unknowable. Your conclusions are uniquely colored by your hatred of all things Elon, so I'm not confident your opinions are terribly meaningful on this subject.
    1
  16583. I didn't realize the majority of their "news" is from unpaid, self-promoters.
    1
  16584. Thank the editor for that one.
    1
  16585. I've been hearing that since 2019. Have you considered you could be mistaken?
    1
  16586. If they weren't lying about the 620 mile battery, they wouldn't be making new swap stations. You know they're lying about something, it's just impossible to know if they're lying about everything.
    1
  16587. I think run out of town is a bit of a stretch in light of the allegations and his response to them.
    1
  16588. If they want to build a factory here, they need to get moving on it.
    1
  16589. The supervisor who came back to do it said the first driver could have, but lacked experience, and wasn't comfortable.
    1
  16590. That's what Jim Farley seems to recognize, and it appears they've allowed him enough funding to push forward with blank sheet designs.
    1
  16591. It's their absolute lack of transparency that concerns me. No sane person expects them to launch out of the gate with massive numbers and zero bumps in the road. That's not a reasonable expectation for a company going into a business as difficult as the mass production of automobiles. I learned early in business that every company has struggles, and that you're better off assessing them by how they respond to adversity, rather than demanding perfection. Lucid likes to show only perfection without addressing the struggles. It makes a fair evaluation of them impossible.
    1
  16592. That was for the pilot. I think you'd be lucky to get $0.30-$0.40 in a typical market.
    1
  16593. They've allocated billions. They haven't actually spent it. You have to get bids, and then they need permits and all that. It takes time.
    1
  16594. This has been the design all along.
    1
  16595. If he's telling the story again, a good chance it's new to a decent chunk of his audience.
    1
  16596. I just hope it works more universally in more places.
    1
  16597. US, but he visits Canada regularly.
    1
  16598. Same as in Europe. Some apartments have charging, and owners who don't use public charging.
    1
  16599. Ha!
    1
  16600. Ever been in a limo?
    1
  16601. I know one of the Frisbees. Not even joking.
    1
  16602. No problem 👍
    1
  16603. Our pleasure!
    1
  16604. Fingers crossed!
    1
  16605. It's still a mess. Some problems have improved, others have worsened, but overall it's about the same as it was. The much-promised end to Spam hasn't happened.
    1
  16606. Thank you so much!
    1
  16607. What about the floor boards?
    1
  16608. It only makes one part of the battery, not the whole thing. This building supplements the entire NW corner of the main building.
    1
  16609. Manmade climate change is absolutely settled science. Even if this was only about jobs, jobs are meaningless if will lose Florida to the sea, which is already happening. But on the balance, a green economy will create more jobs. This isn't a political channel and I only cover politics and politicians when they directly address these topics, and I do so in as neutral a way as possible. Please keep your inflammatory political comments to channels where that sort of thing is appreciated.
    1
  16610. Oh yeah, that's a good point.
    1
  16611. Polestar is made in China. People don't seem to mind.
    1
  16612. We're not saying they would or should. The idea is that it's a lot more exciting than a lot of investors realize.
    1
  16613. 🤙
    1
  16614. Very true!
    1
  16615. Don't worry, there's a 1% chance this will ever make it into production (with a margin of error of +/ 1%.)
    1
  16616. Battery only helps while you're connected to the grid. That's a big chunk of the problem where many people live. And what about local grid operators who refuse to move to solar?
    1
  16617. How DARE you take Mike's name in vein!
    1
  16618. Enjoy the improvements.
    1
  16619. Yes, but they don't have many. That's the whole point. They're so rare that when they do happen they make international news. The EV fire scare is the mad ramblings of the fossil fuel lobby, and they pay extraordinary sums of money to make sure everyone hears it.
    1
  16620. I'm not. He's made a caricature of California that isn't entirely supported by reality. The truth is it's where a lot of talented people are, and where a lot of amazing engineering and production takes place. He's more against the idea of California he has in his head than the actual place.
    1
  16621. Today was quite a day for $TSLA.
    1
  16622.  @jpgasser4863  Not even remotely. The factory will surely come online as expected, and there are few countries that can rival the automotive quality of Germany. Also, it's entirely possible that I've overstated the shut down, and that it really is just related to the holiday. Though when I lived in Germany I didn't notice any sort of significant holiday downtimes, even in white collar sectors. My anecdote, however, is not data.
    1
  16623. I thought so, but I can't find a better reason to explain it.
    1
  16624. I've met an awful lot of Bolt owners who really love it. They knew what they signed up for and got what they expected. I call that a win.
    1
  16625. "just"
    1
  16626. Cabin overheat protection and sentry mode. They disable automatically when you get down to 20%
    1
  16627. It's 100% lazy, but there are plenty of lies.
    1
  16628. Tesla garbage? Bro, keep it real.
    1
  16629. Glad it was helpful!
    1
  16630. I wish I had such an excuse. Presentation is a skill I'm still working to develop. Glad to have you here!
    1
  16631. Wow, thanks!
    1
  16632. You get me.
    1
  16633. I suspect they're too big to fail.
    1
  16634. I imagine the inductive charging adds to the build cost since it's more sophisticated, but the lifetime savings of not having to have people or machines to charge more than makes up for it.
    1
  16635. More to come!
    1
  16636. I find it at least as good as other models, and at a lower cost. That sounds like a double-win to me.
    1
  16637. Welcome aboard!
    1
  16638. Thank you kindly!
    1
  16639. Appreciate that. I felt it went pretty well.
    1
  16640. It's a fun game. I'll have a bad miss again at some point, surely. Fortunately it doesn't matter the way it used to. I feel bad for anyone who doesn't have anything else to analyze.
    1
  16641. If it's a parking lot full of Cybercabs, they won't need to honor the lines. They can park absurdly close to each other.
    1
  16642. I think they're both moving full steam ahead, but that the Minimum Viable Product is a lot easier to achieve for a bot than a level 4/5 vehicle. It's reasonable to ship a bot that can only handle very specific duties, but a car needs to be able to handle everything.
    1
  16643. Only helps while you're able to remain connected. Most who get it at home do so because off the risk of outages.
    1
  16644. Cybertruck qualified for the $7500 IRA credit in 2023, per the IRS website. The business credit is a different program.
    1
  16645. Exactly! Both fun, but the advantage goes to the 3.
    1
  16646. Bit dark.
    1
  16647. It should, but we don't know when. Soccer has rules. Driving is a game of infinite exceptions.
    1
  16648. 2022 was a good year for BMW in China, and their BEV sales are doing well there. I've looked at the data and it appears too early to definitively say they're in any kind of trouble. The brand is still popular.
    1
  16649. I have never heard anyone suggest Biden is a billionaire, so that's a new one.
    1
  16650. With Rupees, I imagine.
    1
  16651. You okay, Corey?
    1
  16652. I know there are drivers who cut that corner late at night when there are no other cars around, so I imagine it trained on those outliers.
    1
  16653. !!!!!!
    1
  16654. Amazing coverage.
    1
  16655. Yes, but if the chips weren't going into mining, the capacity would be utilized to make them for another purpose. And the power draw from just that one photo. I can't even wrap my head around it.
    1
  16656. Their history of corruption appears to have no gaps.
    1
  16657. A very good point, though I was unable to find a chart which included that data.
    1
  16658. Glad you enjoyed it!
    1
  16659. That soon?
    1
  16660. Thank you!
    1
  16661. And you've never forgotten it.
    1
  16662. It only rains about 30 days a year, so storage may prove insufficient.
    1
  16663. Good point! When bots or autonomy are solved, they may need all that cash to build and KEEP the products so they can rent or lease them out, rather than rely on outright sales.
    1
  16664. You're a scam. Neither statement makes sense, but here we are.
    1
  16665. I heard it as that he is HOPING it will be very, very late this year, but his timelines are so optimistic it could be early next year.
    1
  16666. Thanks!
    1
  16667. Is that for all EU?
    1
  16668. The Rimac is not only a feat of engineering, but a work of absolute beauty.
    1
  16669. Guess we'll find out.
    1
  16670. Thanks, will do!
    1
  16671. That was a crazy video, wasn't ir? Strange that outs a problem unique to one manufacturer.
    1
  16672. That's the thing. It doesn't have to be a war of either/or.
    1
  16673. Oh looky looky, yet another negative comment from a channel with no history. Not particularly clever.
    1
  16674. I'm saving your life.
    1
  16675. @Pat Kershaw Trevor said in an interview (Tesla Daily maybe?) that each station could be built for (hang on to yer butt, cuz this one's a doozy) $40,000!!! And that includes the land! Um... wut?
    1
  16676. @Heath Wirt Ah, so you've never owned a truck that's been in a more-than-modest crash.
    1
  16677. Europe is going all electric. Those brands don't have a choice.
    1
  16678. You bet!
    1
  16679. The bigger truck is getting adequate power to the sites. Probably impossible to do without upgrading transformers.
    1
  16680. Hello there!
    1
  16681. The equation doesn't include equal time distribution as well as hoped, which will be addressed on the next factory tracker. All the counting is finished and the spreadsheet will hit 100% in mid-March regardless of what we actually see. The "less than 70%" part of your comment suggests you may be new to the series. Site remediation and ground prep was a monumental task, and one that couldn't be skipped. Just getting the land ready for construction was huge. Before the first footings were poured you could have argued it was 0% done, but that would have required a willful misunderstanding of construction. They're already making cars. They have been since Q4. If that's something you can do in a factory you consider well under 70% done, maybe you should reevaluate how you assign percentages.
    1
  16682. @TheWolfdoctor General Assembly was one of the first areas completed. That's the ground floor between the stamping and casting cathedrals on the east side of the factory. Assembly robots were installed last summer. Final assembly on the west side was completed in Q3, the paint shop in Q4. There are areas like the SW where final touches won't be seen until CyberTruck deliveries approach, but that doesn't change the fact that the building will be long complete when it happens.
    1
  16683. IF this is real (big if) it would revolutionize medium-haul flights.
    1
  16684. It was more about the people saying non-Chinese brands would fail in China, specifically Tesla. Some of the bears have been suggesting since 2019 that demand is almost done in China because of some made up reason, and maybe someday it will decline, but they've been wrong every time so far. They appear wrong again this time.
    1
  16685. Well I'll be!
    1
  16686. Thank you so much!
    1
  16687. I don't know who you are, and only remove comments if they are abusive to others, or include bigotry or xenophobia. I answered your question in today's video.
    1
  16688. That was the demo they selected. It's what they wanted to show off.
    1
  16689. I think demand for Model Y has exceeded their expectations. Quicker and easier to copy the line from Shanghai and Berlin than make the first line for the CyberTruck. Just my two cents.
    1
  16690. It's a sculpture of a car.
    1
  16691.  @p00595p  Most of them read like better questions to ask Google.
    1
  16692. So only 2 things on the checklist. Doesn't sound so bad when you put it like that.
    1
  16693. Thank you so much!
    1
  16694. I really don't think it would. I imagine what they'd share would be carefully curated to not cause problems with over-sharing, both in terms of the stock, but also the secret sauce.
    1
  16695. No one owns one of those since they do not yet exist.
    1
  16696. They seem to have their priorities straight.
    1
  16697. Much appreciated!
    1
  16698. I'm still hopeful for Aptera.
    1
  16699. It's very good at repeating the most common talking points.
    1
  16700. All good points. Thanks Brett!
    1
  16701. I hope so.
    1
  16702. Potentially so, which is why I think they've kept the cash on hand as high as they have. It would be interesting to consider the benefits of borrowing heavily, even at 7-9% interest, if the robotaxi returns are that solid.
    1
  16703. Welcome aboard!
    1
  16704. I didn't, but I can see why you'd think that I did.
    1
  16705. Appreciate you watching!
    1
  16706. He has his retirement in Ford I believe.
    1
  16707. All valid, apparently.
    1
  16708. Haven't seen those. Fun idea!
    1
  16709. Yes, that's right.
    1
  16710. 11-month old video though.
    1
  16711. They're at worst equal to the competition.
    1
  16712. That would suggest another 15-16 months until this building is completed. Do you REALLY think that's the case?
    1
  16713. I never saw an actual benefit to GM making a Saturn, Chevy, Pontiac, and Buick variant of the exact same car. Did that really increase sales?
    1
  16714. They do not.
    1
  16715. Carmel has more than 150, but I'm not sure how that ranks.
    1
  16716. Lawsuits will continue. No company is immune.
    1
  16717. Maybe not.
    1
  16718. You joke, but there are floppy spatulas that say things like this without a hint of irony. Not quite this dumb, but along the same lines. Even trolls don't go quite that mental.
    1
  16719. There he is! Good to see you Cal. For the curious, Cal is officially the FIRST person to recognize me in public somewhere other than a Tesla or EV event. Really made my day!
    1
  16720. The logical conclusion, right here.
    1
  16721. Cats are so much fun, but it has to be on their terms. My buddy's cat was laying there begging for belly rubs, but I recognize a trap like that a mile away.
    1
  16722. Nope.
    1
  16723. This is not known. :(
    1
  16724. Glad you liked it!
    1
  16725. I saw a figure that 5-10% of all trucking is fuel delivery. That seems pointless considering the alternatives.
    1
  16726. This is what it's come... also?
    1
  16727. @antoinepageau8336 I just tap the voice button and say "turn on rear defrost" and it works.
    1
  16728. I think you're right. I suspect we'll see some movement in the days that follow, but like usual, it will settle back where it was without creating a new floor or ceiling.
    1
  16729. It's got to be forward looking, since there's no chance the other companies are going to hit 97%. Though worth remembering, 3% of the year means they can still be offline for 11 days.
    1
  16730. You bet!
    1
  16731. It appears stalled. We gotta get serious about mineral extraction
    1
  16732. That's been my observation as well, though I didn't want to lean too heavily on my own experience, since I'm sure there are contractors out there who know tons of people using them for work.
    1
  16733. Heavy sigh.
    1
  16734. It may take some time, but the only way it doesn't is if individual trips cost more than just renting a full meat driving carriage.
    1
  16735. Average among performance cars, despite being among the least expensive. That's pretty good.
    1
  16736. There is a video coming this weekend about brand damage. It's already recorded. It's not the kind of video I expect will make me very popular.
    1
  16737. North America? Not the US or Canada. Do you just mean Mexico?
    1
  16738. You license the tech, but don't manufacture it to sell to them.
    1
  16739. Did they?
    1
  16740. Thank you! Cheers!
    1
  16741. Glass houses there, Matthias.
    1
  16742. While a level of access like that would surprise me, it wouldn't surprise me as much as being shut out after all these years.
    1
  16743. Not even a test drive?
    1
  16744. The guest in this interview made clear he's not authorized to speak for operations at the corporate level, only about the truck itself and how it's been rolled out regionally. He works for the distributor in British Columbia.
    1
  16745. @Mark Brand His mind is made up and new information isn't going to change it. It will be out soon enough, and it may differ from what we've already seen. Anyone who assumes they're smarter than the team of engineers bringing it to market is either exceptionally gifted or exceptionally dense. We'll know soon enough which it is.
    1
  16746. We're mostly oxygen, Bill. If you're going to be pedantic, be more pedant and less dick. ;)
    1
  16747. Footloose and fancy-free!
    1
  16748. Yep, that will have been me. Just have to invent the time machine, since that was 32 years ago and I was a teenager when it was filmed. You believe in me, right?
    1
  16749. Depends who you ask. One of my early fans (and Patreons) thought I'd hit 10k by the end of January, but I didn't quite share his optimism. 10k looks very doable for this year, 15-20k doesn't look crazy. YouTube's a fickle beast though. Some videos get me a couple hundred subscribers, some get me fewer than five. Heck, one viral pop could get me there in a couple days. I just gotta stay the course and keep bringing my best. Thanks for being part of it!
    1
  16750. Thank you so much!
    1
  16751. There are disengagements in some videos. Plenty without, and that's going back a good while. His experience is amazing, but far from universal.
    1
  16752. Rest breaks, sleep breaks, vacation and sick days, time lost to injury, you name it.
    1
  16753. Doesn't seem to suffer quality problems.
    1
  16754. It's crazy to think how far ahead they were when the Prius came out. This was their race to lose and boy did they stumble.
    1
  16755. We know it will dip, but for how long is unknowable just yet. It looks as though orders for non-Launch trims is open, but it will be a bit before we see deliveries at scale.
    1
  16756. Nope, I've already been taking it down, though it may take a few days to trickle out through the videos. Maybe next year.
    1
  16757. You're welcome, glad you enjoyed it!
    1
  16758. All hardware, no storage.
    1
  16759. The best estimates we've seen are somewhere between a few dozen and somewhere in the low triple digits.
    1
  16760. Just updated it. Thanks!
    1
  16761. The editor put the video together. I haven't seen the full clip yet. Is it something that could have a different meaning or is it just that?
    1
  16762. Did you actually watch the video? That's not MY complaint. That was the complaint from legacy truck owners, like those who own the F-series.
    1
  16763. Hey, thanks!
    1
  16764. Indeed not, but they would need brakes, chip retrofits, and a number of other things that aren't presently handled by Discount. There are a lot of really interesting comments exploring this issue from both sides of the debate.
    1
  16765. I'm not finding anything about that, and it's an extremely big claim. Beware of single source rumors making outrageous claims.
    1
  16766. Makes the comparison a lot less clear.
    1
  16767. Did... Did you watch the video? Because these are the questions we're answering here and in part 2 tomorrow.
    1
  16768. I like loads of cars. Just means you have to watch more videos.
    1
  16769. They are.
    1
  16770. Nothing traumatic recently.
    1
  16771. It is awfully wide.
    1
  16772. A great question. There's a visible piston which I imagine lightens the load, but I'm not sure beyond that.
    1
  16773. That's frustrating. Don't know how that happens. :(
    1
  16774. Like all sensational stories, it's based on a nugget of truth. There was a rideshare company that appears to have been using shell companies to hide what was going on. They were allegedly buying incomplete cars they had no intention of driving because they were able to get them for less money than the subsidy paid at the time of delivery. It was only a few hundred cars, and based on fraud rather than anything industry wide. It's tough to sort out the truth because the channels covering it are generally clickbait. It works. They got a LOT of clicks out of it. If I made a rebuttal showing what I've found, it would get 99% less views if I'm lucky.
    1
  16775. Have you asked the managers why they disabled the fire sprinklers?
    1
  16776. Ha ha!
    1
  16777. Not sure which part you mean, but there are racks upon which the HVAC will be mounted.
    1
  16778. Wow, thank you!
    1
  16779. Two of my four boys.
    1
  16780. You bet, thank you so much!
    1
  16781. Foolproof!
    1
  16782. If I had to Full Meat Drive the distance, I wouldn't have gone. Anything over 8hrs under full meat control and you need a day to recover. HW4 v12.5.6.3.
    1
  16783. They didn't originally plan to produce their own cathodes, as they don't at other locations. This may be providing cathodes for the other factories around the world, at least temporarily. Having it in a separate building at the same location is still a 99% ideal solution, if not 100%. There are also height restrictions imposed by the airport and local fire department, either of which could make additional height unworkable, but I think the biggest restriction would be the weight and vibration of the equipment. Very few modern factories are more than three stories tall, and even those restrict their heavy equipment to the ground floor.
    1
  16784. PORTLAND?!? I'm in Portland probably twice a month. I only live an hour away. :)
    1
  16785. Naw, you gotta keep it real.
    1
  16786. Disruption is very difficult to predict.
    1
  16787. I'll go take a look.
    1
  16788. Hoarding!
    1
  16789. Just checked. 57 pounds. That is quite a bit.
    1
  16790. Wow, thank you!
    1
  16791. Me too! Not only do I track it every day, but I usually update my spreadsheet after each pilot posts their footage. So realistically, I'm looking at it and counting the squares 20x a week... Can't be healthy. :/
    1
  16792. There was no imminent threat of bankruptcy, and none of his actions have moved us closer to a balanced budget. I don't know what a Seattle liberal is, but I live three hours outside of Seattle in a small town in a very red district. The rest of your comment reads like a bingo card of conspiracy nonsense. I'm not here to "know better" than anyone. I'm here telling you what's happening. You can jam your fingers in your ears if you want, or anywhere else that gives you the tinglies, but it won't change the reality.
    1
  16793. I was confident it was moving forward at full speed with the big announcement, but we haven't seen progress to actually get that site built. The hesitation is definitely a headscratcher.
    1
  16794. Thanks!
    1
  16795. Dealer markups are evil. They provide no benefit to anyone. They hurt the customer, they don't benefit the manufacturer. All that provides is gravy for the dealership. It's indefensible.
    1
  16796. I think "complete" is a poorly defined term when it comes to Tesla's factories. Based on updates to my tracker since this was published, the progress is certainly screaming along, but there are corners unlikely to have a wall or roof in six weeks. But that's no matter since interior work is already underway, and as each segment gets its walls, it enters that final stretch. I plan to add an interior completion equation once the exterior walls start going up, so I hope you'll offer your feedback when that takes place.
    1
  16797. These decades of relying on imported copper has only left our reserves for present day use. Maybe it's time, and if it isn't, it's right around the corner.
    1
  16798. Thanks a lot 😊
    1
  16799. When? They're seeing very strong sales.
    1
  16800. Easy way to become a millionaire, you know, assuming you started off a billionaire, which is precisely what a number of shorts did.
    1
  16801. Couldn't agree more. Oil isn't just bunches of nonsense, it's the whole darn tree!
    1
  16802. It's only suspicious to their competitors, and they already know better. It's dishonest drama. The traditional dealers dropped the ball, plain and simple. How did you type so many words? You don't have an explanation. Very suspicious. Except it isn't, if you know how typing works.
    1
  16803. Appreciate the perspective.
    1
  16804. Probably just a road.
    1
  16805. Other companies are planning 800v.
    1
  16806. That's what insurance is for.
    1
  16807. Indeed it is. Chris is sharp as hell, and a great resource.
    1
  16808. Half of what you said was completely wrong. Why do that? It makes reasonable people ignore everything you say.
    1
  16809. That's amazing.
    1
  16810. If I could have gotten a minivan instead of the Y, I'd have done it.
    1
  16811. That's now how stalling works. Surely you've seen dozens of them at events, on transport trucks, and in drone footage. The design tweaks today are for things like NVH, not the actual design.
    1
  16812. I don't think I've ever called him that. Did you?
    1
  16813. Glad you enjoyed it!
    1
  16814. He's been there long enough. What aspect do you think he hasn't fully considered?
    1
  16815. Thank you kindly!
    1
  16816. And he's happy to share it!
    1
  16817. Unfortunate. :(
    1
  16818. Sure is! Who knew?
    1
  16819. ExxonMobil thanks you for your service. There's no better road trip machine than a Tesla. I've met so many people who road trip monthly in EVs. Talk to people who actually do it. Someone isn't giving you the complete picture, and their motivation makes more dollars than sense.
    1
  16820. I hope so!
    1
  16821. Glad it was helpful!
    1
  16822. POTATA!!! You just made my day!
    1
  16823. Literally the dumbest thing I've read in months.
    1
  16824. A lot of people don't trust their utility to make these decisions on their behalf, and rightly so considering the track records of some of them. The easier way to control it is by setting your own price. That allows the power company to express their degree of need in more tangible ways. Set your app to say you'll only give 10% if it's at a 30-cent premium, or half your battery if it's at $1, etc. This would allow the grid to still get the most affordable power during times of moderate demand while still having access to far more in a time of extreme need.
    1
  16825. For the unaware, there are indeed real human beings at the other end of this series of tubes we call the internet. Your mother would never say such unkind things about me, though I can't imagine how she could on account of it being chock full of... I'll explain it when you're older.
    1
  16826. Didn't think about that, but of course they don't. Otherwise we'd have endless footage from inside Fremont instead of the carefully curated stuff we get to see.
    1
  16827. He's a great guy too.
    1
  16828. I don't, but there were leaked pictures where we saw what they might be.
    1
  16829. They have crumple zones. They've been tested. They're safe.
    1
  16830. Correct.
    1
  16831. He's always welcome.
    1
  16832. Appreciate that!
    1
  16833. Is that legal for this building type?
    1
  16834. It's a great idea.
    1
  16835. I appreciate that!
    1
  16836. They're giving the money to whomever recorded drum beat in the background. Truly nonsense.
    1
  16837. How so?
    1
  16838. He's talking about Chinese EVs that are exported. He's not talking about hybrids. Battery fires are rare. All research shows that. Even the Bolt, famously the most fire prone of EVs, was still significantly less likely to go up in flames than a gas car.
    1
  16839. It's the combination of things that makes it exciting... Also that was the editor putting his flair on it.
    1
  16840. It's called a warranty.
    1
  16841. Did we not mention Saturn, or was that in the show we did on his channel?
    1
  16842. Well we can tell who majored in balloon animals with a minor in juggling.
    1
  16843. Recording more tonight. They aren't terribly popular, but it's analysis I'm doing anyhow, and I know there are people out there who genuinely want this information. Thank you for the kind words!
    1
  16844. Best to keep your blinders off.
    1
  16845. There are a bunch of different inflation metrics, but I'm not sure which are which.
    1
  16846. Things changed when it hit 20k, but it was around the time I switched to daily, which the algorithm loves.
    1
  16847. It kept slipping. I spent a while correcting it, thought I had it. Sorry about that!
    1
  16848. Love it, thanks!
    1
  16849. I've addressed this a number of times, but I'm happy to share again why I don't think this is likely. First is that we encountered him in an area Bear never parks. We chose that spot for my video, and it was my first time at the site. If they were hoping to stage a chance encounter, that would have been a terrible spot to put the actor. The bigger reason is that he was not a very good ambassador for the company. If you're going to use an actor, you'd pick someone with a more professional appearance, which is something you can't really tell in this video, since it's blurred. I'm not saying he is one, but he had the appearance of a drug addict, specifically meth.
    1
  16850. 3,300 pound curb weight is impressive. The 16/19mpg not as much.
    1
  16851. It's tricky. There are showrooms without service, but I think most service centers have at least a very small showroom.
    1
  16852. The older ones were very popular among taxi and uber drivers for their economy. The newer ones aren't as silly. They no longer look intentionally bad, and while still anything but a performance vehicle, they're no longer terrible. It's not for me, but I can see why someone would want one.
    1
  16853. Correct. Why would someone need the new hardware if they haven't bought it?
    1
  16854. I appreciate that!
    1
  16855. That's scary!
    1
  16856. That would be HILARIOUS! The human factor will be awfully tough to replicate when it comes to getting a dog to behave for a nail clipping, to say nothing of expressing those touchy glands.
    1
  16857. If true, doesn't that mean they'd still become the biggest car producer the following year? I'll take that.
    1
  16858. The only reason I could see that there may have been delays is because it was their first NEW auto factory, and their first construction overseas. I'm sure there were some delays on some components, but I'm certain that the minute the walls were closed off, the interior work was underway. We can't see the contractor's vehicles because they likely park inside near the area where they're working.
    1
  16859. Probably be available via bluetooth.
    1
  16860. It's a real unknown, isn't it? I've seen suggestions it wouldn't come to the US, but I think that has more to do with maintaining high sales on existing models. I'd say regardless of stated intentions, and even official plans today, it could change completely by the time it comes out. Maybe only high-end performance editions at $45-50k would reach the US in the early years. There's an advantage to that approach. It would maintain the "high end" reputation Tesla has in the US, while making them still flashy but affordable in other markets. You'd see owners in Brazil painting their calipers red with nail polish to look like the pricier versions.
    1
  16861. The cells in Powerwall and MegaPack come from China, and are subject to a 7.5% import tariff. That will represent a pretty significant savings if ONLY the cells are taxed at the border, rather than the entire power system.
    1
  16862. This month is the 3-month anniversary of the channel. Have well over 800 videos up. The growth has been slow, but steady. Waiting to be "rolling in it" may be further down the road than it might make sense to wait.
    1
  16863. So what I hear you saying is Giga Brazil confirmed?
    1
  16864. Perfect!
    1
  16865. What are you even talking about?
    1
  16866. No problem!
    1
  16867. Sweeeeet!
    1
  16868. Well, what it really needs is to enter production. :(
    1
  16869. Thanks for stopping by!
    1
  16870. You are bad at this. Maybe go back to Facebook where your technophobic aunt will appreciate your swampy take and mistake it for brilliance or even honesty.
    1
  16871. I don't think so. I worked at a plating plant in the 90s (and again briefly in the 00s) and as beautiful as the coatings look, they're prone to scratching in ways that make touchup impossible. It would be very easy to tarnish or blemish the finish before it even leaves the factory, let alone after it's produced. Full disclosure, we only did steel and aluminum, so plating/treating stainless is outside my area of personal experience.
    1
  16872. We've seen stories like this too many times. The last time one proved true in the end was 2016, and even then an awful lot of context was missing. Considering how much critical information is missing from this story, it would be unreasonable to expect readers to believe it as is.
    1
  16873. Oh no!
    1
  16874. https://www.tesla.com/referral/brian684642
    1
  16875. Awesome! Thank you!
    1
  16876. Oh no. Do you not know about Chinese batteries? You sound like Doc Brown in Back to the Future making fun of Japanese electronics.
    1
  16877. I agree, but drive-by viewers don't always see it that way.
    1
  16878. What in the taint stank are you taking about??? How is that clickbait? It's literally the topic of the video.
    1
  16879. I don't generally read the news, apart from the odd headline here and there. I do read a LOT about Tesla, and when it comes to Tesla, they are less than honest.
    1
  16880. It's there sometimes.
    1
  16881. If RoboTaxi becomes a reality within 10 years, maintaining the path to maintaining that high margin becomes a lot clearer. MegaPacks and utility scale grid applications can beat 30% as well, at least for some period of time. Then there's the big unknown in the Tesla Bot. If that reaches mass production, it will be at a margin greater than 30%, because they likely wouldn't sell it if they couldn't enjoy that kind of markup. The mistake too many analysts make is thinking of Tesla like any ol' car maker. Forgetting all the non-automotive stuff for a minute, you have to look at how much profit the old guard is leaving on the table. If you take the 5% margin many auto companies get, then add back in the profits of their dealers and suppliers, we'd see a clearer picture.
    1
  16882. So far so good. I guess all those stories about quality issues were blown out of proportion.
    1
  16883. That's not better.
    1
  16884. Brian Damage!
    1
  16885. That's scary.
    1
  16886. You should watch the video.
    1
  16887. He knows all this, but it's easy to pretend this is the first product he's ever seen Tesla release.
    1
  16888. It was!
    1
  16889. Whoever started that rumor needs a slap. There's no evidence to suggest it, and no benefit based on the form factor. Plus, you know, they kind of don't exist.
    1
  16890. I make a video every month comparing where each of them were at at their respective 4, 5, 6, 7 (and very soon 8) month marks. Here's the one from last month: https://www.youtube.com/watch?v=ydU3AY3V5cY
    1
  16891. Feels like a lifetime ago
    1
  16892. You're not wrong.
    1
  16893. Thank you so much!
    1
  16894. Can I give you some advice? Check a newer video.
    1
  16895. Best of luck!
    1
  16896. I'm along your route. You'll have to swing by and say hello.
    1
  16897. Neat idea on the GDP growth projections. I'm definitely going to need to dig deeper into this, as there have been a lot of really great suggestions offered so far.
    1
  16898. And they JUST dropped again.
    1
  16899. But they do accomplish big things.
    1
  16900. Crazy, right? I'm just mad the crew that takes care of the city park is getting MY hard earned tax dollars. Bunch a free-loading so and so's! ;)
    1
  16901. New brand, who dis? 😉
    1
  16902. I've found the quality from site like that are very inconsistent.
    1
  16903. Corrupt politicians are everywhere, and Chinese factories don't use nearly as much human labor as you imagine.
    1
  16904. Was he not concerned before?
    1
  16905. Glad you enjoyed it
    1
  16906. Could also be hired gun from other moneyed interests like fossil fuel, legacy auto, organized labor, grid-scale energy, and too many more to mention.
    1
  16907. It's not. Not legally at least.
    1
  16908. Public chargers vary quite a bit. Tesla supercharger tend to be less than Petrol.
    1
  16909. My pleasure!
    1
  16910. Can't be long now, right?
    1
  16911. Pollution is expensive for everyone but the polluter.
    1
  16912. They aspire to be.
    1
  16913. Just calling it like I see it. ;)
    1
  16914. I like where your head's at!
    1
  16915. Thank you! Will do!
    1
  16916. I hear you. Others find value. I'm trying to bring a little something for everyone.
    1
  16917. Sandy (and Corey & Jordan) will have valuable insights, should they have time to provide them.
    1
  16918. Thanks 👍
    1
  16919. Not at today's market cap. I also think the fact that anyone who buys into Lucid in a major way is going to be married to the Saudis is likely to be a sticking point for an awful lot of the companies capable of making such a purchase. Maybe another oil giant will step in to fill the gap?
    1
  16920. Yes!
    1
  16921. Thanks again!
    1
  16922. Giga Buffalo appears to still be manufacturing the Superchargers. The folks let go were mostly working in planning, permitting, and implementation.
    1
  16923. The bad ones Ive seen is where there's no charger close to the airport, and you have to return it how you got it, which can sometimes be too high.
    1
  16924. Yay!
    1
  16925. Glad you enjoyed it. He's a madman, but he did get some really great shots.
    1
  16926. Yes! Thank you!
    1
  16927. Thanks!
    1
  16928. Now THAT is quite a picture.
    1
  16929. Odd that a safety concern in this scenario has literally never shown up in real world data across the billions of miles FSD has been used.
    1
  16930. Because they paid $100 million to lease the land, hundreds of millions in taxes, and provide tens of thousands of good paying jobs. It's the same reason we allow foreign companies to open factories in the US.
    1
  16931. Exactly. It was a great story.
    1
  16932. It's covered more in the first video: https://www.youtube.com/watch?v=-kjxG35opwM Quincy Lee is the CEO of Electric Era, and a former SpaceX engineer.
    1
  16933. If only. He'd need to actually provide meaningful data for that to happen.
    1
  16934. True of most brands, unfortunately.
    1
  16935. Riveting, and SO well produced.
    1
  16936. They won't cover the entire area. They've just made it easier to access for this purpose.
    1
  16937. If the motor or transmission die in your dino burner, you chuck it. The difference is those generally go out long before a battery is likely to fail.
    1
  16938. Excellent point, but when it comes to juice-to-miles efficiency, Tesla is already in such a league of their own.
    1
  16939. Yep! Less drag, fewer batteries, less weight, now even more efficiency from the weight savings, it just cascades.
    1
  16940. There are no chargers that would support this.
    1
  16941. If I say "The Shane Company" do you hear it in his voice?
    1
  16942. Mark has been studying this stuff for a long time. He's very insightful.
    1
  16943. Naw.
    1
  16944. Nonsense. Any damage sufficient to compromise a casting would cause even more damage to stamped components. If the gigacasting is compromised, that car was already going to be totaled.
    1
  16945. Great point. Not a lot of market for luxury carriages.
    1
  16946. Would that be something new?
    1
  16947. I managed to get a +1 to the 2022 Shareholder meeting. The streak is already broken, sort of. There's still a VIP list and special section where they get to sit, and I'm not on any of their invitation lists, but maybe someday. I won't be flying down for this one unless I manage to get an official invite, or at least an invite to the Tesla Owner's Club of Austin event, which is even less likely.
    1
  16948. I'm not here to convince you. I'm here to educate you. What you do with the information is up to you. I have yet to share a leak that wasn't later found to be true. I've seen the order sheets with my own eyes. Best of luck to you.
    1
  16949. Aw, thanks!
    1
  16950. The crew portion of a ship is very small, but I can't imagine it's very cheap. Pennies matter in shipping, and if you can remove all that mass dedicated to housing a crew with even a few more containers (probably more like 20-30) it makes the whole operation cheaper while increasing capacity.
    1
  16951. I haven't seen any fraud. Only spending Elon doesn't like, or more likely, doesn't understand. Soft power is very cheap. We just donated it all to China.
    1
  16952. I will try my best.
    1
  16953. Someone surely can.
    1
  16954. FUDgates! Love it!
    1
  16955. Sound reasoning.
    1
  16956. No, my guy, when you're refuting a claim, you need to present additional information. I've already debunked the part you're bringing up. If you haven't watched the video, please do that first. If you still have something to add (actually add, not simply repeat,) then that would be the appropriate time to do it.
    1
  16957. My Oct 2023 build has it low behind the air intake. Can't reach it without star-head screwdriver, which I didn't have.
    1
  16958. Better.
    1
  16959. I saw that one coming and chose to steer clear.
    1
  16960. I'm confident it's all been considered.
    1
  16961. @E T Who took a steamer in your coco puffs? Lordy. I get that you're new here, and you're just upset that Ford isn't going to be able to match what an established EV company can make, but if you're going to be rude, at least have the decency of being right. I show my face, just not in every video.
    1
  16962. Not really. All but the first few batches have a dark coating to prevent interference. You mostly see them when they're first launched before they reach their final altitude.
    1
  16963. Will be interesting to see.
    1
  16964. I do not see a way 2023 isn't a massive year for Tesla. Even if a huge recession hits, they're better positioned to weather that storm than anyone else.
    1
  16965. Your math is flawed to the core. While MegaPacks may charge up at 4-cents, they often discharge at 40-cents, so according to your math, that would give them a retail value of $7m. Still wrong because your assumptions are bonkers all the way down.
    1
  16966. Most grids have that differential regardless of how many you add. Peaker plants are always the highest cost power, and the most clearly and immediately beneficial to replace.
    1
  16967. Thanks 🤗
    1
  16968. Yes.
    1
  16969. You and me both!
    1
  16970. The stainless is not in the front/back configuration. The ends still have crush cans.
    1
  16971. Me too!
    1
  16972. Only on disengements.
    1
  16973. Again, they have them. You can find videos about it, even on this very channel.
    1
  16974. So the people who can least afford to live close to work, who usually drive the cheaper, less fuel efficient cars, wind up paying more than the people who have no problem dropping millions to be close to work pay the most?
    1
  16975. While they're capable of nearly 24 hour operation, that's not how they're used. You only need to meet the requirements.
    1
  16976. It's too tabloid for me. He's correctly observed a lack of transparency (fair) and extrapolated it into an ocean of conclusions that can't be supported by any data anywhere.
    1
  16977. Thank you! Will do!
    1
  16978. They basically bag up the car and haul it off like that. It works.
    1
  16979. Glad you enjoyed it!
    1
  16980. I worry that would create an incentive to avoid using it. Hypermilers love to gamify how many pennies they can save on a drive, so it's no stretch to imagine people only using it in the most extreme of conditions, long after they should have engaged it.
    1
  16981. I think it needs to just be bundled into the price of the car. I have an issue with paywalling safety features.
    1
  16982. Who shorts stocks?
    1
  16983. I love comments like this. You're outnumbered about 5:1 by people who say I'm way too conservative, so I guess it's only the fringes of the fringes that see things that way.
    1
  16984. I MADE AN ENTIRE VIDEO ABOUT THAT. The hell is wrong with you?
    1
  16985. And when you start with "100% EV Market Share" it doesn't matter how many you sell next year. If the competition sells even one, your market share declines. I see it as the share of all auto sales, not just EV.
    1
  16986. Awesome, thank you! It's a really great community, and having met hundreds of the subscribers at various events over the past year, I can tell you they are dialed in, know more than most analysts, and ask some of the most insightful questions I could imagine. Welcome aboard!
    1
  16987. One of life's great questions.
    1
  16988. I'm not sure how many people will be driving a ragtop in those temperatures, but at this point I'm just glad they're doing something. There aren't enough batteries for the entire market to go pure BEV today, and this at least will give them competency in electric drivetrains they should be able to use in the future.
    1
  16989. The double-standards are the only thing that's consistent.
    1
  16990. TBD
    1
  16991. They're definitely not both, not universally. Some are cheaper than some, and some are better than others, but there is no universal truth.
    1
  16992. Then why bring up a vote?
    1
  16993. Gee, ps. Sorry, GPS. But I do know the way to San Jose.
    1
  16994. You bet.
    1
  16995. Much appreciated!
    1
  16996. Thank you too.
    1
  16997. They idle in heavy traffic.
    1
  16998. It appears they haven't actually raised the funds yet, but that this sky high valuation may allow them to. Oddly, they only made ONE PERCENT of the company's shares available for sale, which artificially restricts the supply, presumably to intentionally mismatch demand. That makes the valuation that much more ridiculous. At present, the market cap of $80b represents less than $1b in outside stock ownership. Now it makes a bit more sense.
    1
  16999. This should: https://www.tesla.com/referral/brian684642
    1
  17000. That's exactly what I do.
    1
  17001. Factories in every country (even China) use a fraction of the human labor they used to. Specialized jobs of every kind have already been replaced in every industry, including fast food and warehouse distribution. Despite this trend, there remains a massive labor shortage, which will only increase as the boomer generation continues to retire.
    1
  17002. I'm not going back since 12.6 builds either. It's just too good.
    1
  17003. Exactly.
    1
  17004. Is it you telling tall tales, or are your friends lying to you? Either way you're showing a lot of interest for a topic you pretend to not be very interested in.
    1
  17005. You don't have to take a 400 level course on the History of the English language to understand how it works, but I have, and my handle on the language is above average.
    1
  17006. Not while in motion, but I imagine it has the same display functionality as the Cybertruck.
    1
  17007.  @Rob_Womack  Many things, yes.
    1
  17008. The market is not EVs. The market is cars. You should be worried about those who are not moving aggressively into electrification, because the overwhelming majority of cars will soon be electric.
    1
  17009. Surely!
    1
  17010. I'm concerned with your last point. It would be very easy to let Elon be the fall guy for a lot of the policies ravaging the economic and employment landscape at the moment.
    1
  17011. Appreciated!
    1
  17012. My pleasure!
    1
  17013. You're accusing us of NOT being time travelers? That's correct! This video came out before that announcement, and we've covered it since. EDIT: Also, lol at "vlogger".
    1
  17014. Part 2 is out in a few hours. More answers in that half.
    1
  17015. Just looked it up. Nice try. Still says data. You trying to mess with me?
    1
  17016. Why stoop before their level?
    1
  17017. Is this recent? I was in Germany in May and this wasn't the case.
    1
  17018. They're not required to provide physical housing, but if they don't, they must offer a stipend.
    1
  17019. The anti-Tesla cult is bizarre. The forever-moving goal posts as to why the company has no future is strange enough, but they're just immune to new information. They were sold a bill of goods early on (likely fueled by the failed short-sellers,) and they can't help doubling down. If I'd missed out on a 20x opportunity like that I'd be pretty annoyed too, but I have missed 20x gains on a lot of stocks. I'm only annoyed with myself.
    1
  17020. It boggles the mind.
    1
  17021. Appears the main factory is in Romania with knock-down factories that assemble them from kits in other markets.
    1
  17022. For sure.
    1
  17023. That wasn't a charger map. It was just a map. I was hoping to lend perspective as to the scale of the big island by picking two of the farthest points apart. I suspect few outside of Hawaii have much perspective on the distances involved.
    1
  17024. Already a bunch in North America (Fremont, Texas, Nevada, and Monterrey at least,) so that leaves a lot of room to grow. Once the new manufacturing philosophy is dialed in I suspect we'll see a lot of developing markets become viable where even a Model 3 would be a bit too aspirational to move in the kind of numbers Tesla requires.
    1
  17025. Chinese EVs are already on the roads here.
    1
  17026. Glad you enjoyed it!
    1
  17027. This wasn't FSD. I've driven in fog on FSD and it absolutely does slow down.
    1
  17028. Excellent! No matter who it is doing the interview (even me) there are always deeper questions that could be asked, and that's where I try to bring value.
    1
  17029. China doesn't export cheap cars. They have some real junkers in their domestic market, but those aren't what they're selling internationally.
    1
  17030. Only if you prefer storage to structural integrity.
    1
  17031. Bood. Do butter.
    1
  17032. I've seen those reports as well, and they may be true, but until it's a done deal, I'm not comfortable reporting a rumor as a fact. :/
    1
  17033. Antarctica won't know what hit them. ;)
    1
  17034. This would be an AWFULLY large space for just the Model Y.
    1
  17035. Sales in Europe are up significantly, and Chinese EVs haven't even broken into the top ten brands. So in part I'd ask what the heck you're talking about, and in part I'd say if you're going to be critical, at least be right.
    1
  17036. I had a 60-foot run to get mine in, and even then it wouldn't have come close to $2k.
    1
  17037. They can't. It would defeat them.
    1
  17038. Happy to help!
    1
  17039. I can't wait to see a full lineup of EV pickups, each getting better year after year. It feels like we've finally reached a tipping point where the electrified future is inevitable.
    1
  17040. Mostly yes. They can't sell them "directly" but it's still not difficult. Buyers can't place the order in the showroom, unless they do it on their own phone (which is easy) and then the paperwork is sent in from California, probably by email. It's hoops to jump through, but still relatively easy. A lot less painful than going through the dealership nightmare.
    1
  17041. Money talks. :(
    1
  17042. I wonder how much time the others who do this spend on research.
    1
  17043. Waymo isn't driverless. They're remotely operated. There are at least a dozen companies in China doing that already.
    1
  17044. I wouldn't say that... on the record. I mean, they are very litigious. ;)
    1
  17045. It will certainly be interesting to see what the finished product has to offer, as well as the 2nd and 3rd generations of it.
    1
  17046. It's like her super power.
    1
  17047. Thank you! 😊
    1
  17048. Based on these prices, you'd need to get around 90mpg to compete with electricity, even before counting the oil changes and other maintenance. EV is still the better deal.
    1
  17049. Who are you talking to? Are you on the wrong video? What does any of that have to do with cars. Fudge me, me Wonka, that was a bizarre rant.
    1
  17050. Millions died. People I know and love died. Let's stick to science here my friend.
    1
  17051. No one believes the company would run the same without him. Not the fans, not the haters, nobody.
    1
  17052. Watching that video right now. I am absolutely getting tired, but I don't have the other streams of income, so it puts me in a different pickle. My views and revenue are down just like his, but my channel is a lot smaller, and my overhead is a lot higher. My plan B is "get a job" but I know what that would do to the channel.
    1
  17053. Solid point.
    1
  17054. I might suck at math, but the channel was hacked a couple days ago, and in order to restore it, all two thousand videos showed up to you guys as brand new.
    1
  17055. Not sure they have any money left.
    1
  17056. Those first few months were very uncertain, but then again, so were the first two years.
    1
  17057. The ones I've met have been.
    1
  17058. You would hope. It's unclear from the comments how many were about to get it.
    1
  17059. The Venn diagram appears to be a perfect circle.
    1
  17060. Union plants don't appear to have a lower injury rate.
    1
  17061. You joke, but there are whole dumbasses who could day something like that with a straight face. Less than 1% of the world lives in such places, and it's seldom so cold more than 1% of the time even for them. It's as nonsensical as the people who WANT Cybertruck to be bulletproof. It just doesn't matter.
    1
  17062. Thanks. It's nice to get outside once in a while.
    1
  17063. I don't think about tires in my daily life, so I'm gonna say... about the same?
    1
  17064. We know why he sold and where the money went. None of the other executives have sold more than tiny slivers of their holdings. Now go look at Mary Barra and see how many shares of GM she's been given compared to how many she's sold. THAT is what it looks like when a CEO has no confidence in their own products.
    1
  17065. But Shanghai is fully ramped?!? Nope! Shanghai is NEVER fully ramped. They just keep moving faster. In 2-3 years I expect Berlin & Texas to hit their 1M run-rates as well, with more factories in the pipeline.
    1
  17066. I could be mistaken. I can't find reference to that being the case anymore.
    1
  17067. Not many are seeing it, sadly.
    1
  17068. Lower priced vehicles may come, and there's always second hand vehicles. I suspect there are enough non-peak hours to juice it up enough to get back on the road, but even that has obstacles.
    1
  17069. Lots of places with routine, extreme cold have no problems. It's not the cold that's the issue, but the fact that it's so unusual. It was the cold snap that caused the problem.
    1
  17070. Join the live show Wednesday at noon thirty Pacific and ask this. I do have answers.
    1
  17071. I don't, no.
    1
  17072. Aero is more important at higher speeds, but it's still relevant under 45mph. It doesn't cost extra to make them more efficient, so might as well do it.
    1
  17073. Fair.
    1
  17074. Yes! It seems to be the default for crowded, frantic traffic.
    1
  17075. My longest single day was 14-hours, and I tracked it. With gas it may have been a maximum of 40-minutes shorter. The critical difference was that I didn't need a day to recover, like I do in gas powered road trips. It felt like a 6 hour drive. If you want to be miserable, stick with gas, but those 20-minutes you save are worthless.
    1
  17076. No. I can't find it now, but in one of the progress updates I showed the USGS flood plane map. The factory is 50' higher in elevation than the river. In order for the site to flood, it would require essentially the entire city to flood as well. While that's not impossible, it's exceptionally unlikely. That's among the reasons this location was chosen.
    1
  17077. Lots of carmakers use multiple suppliers for the same part, and not due to failures, but for a variety of reasons. Smooths things out, really. My sources are limited, and I can't know who all they have partnered with, but individual suppliers have seen multiple part numbers for the same part with the same specs.
    1
  17078. Which one? The NW corner or the sliver wedge building?
    1
  17079. Wow, thanks!
    1
  17080. Tethering directly to a product or company is a risky move. Tesla has had 3+ years and 1,100+ videos to offset any shortfall for doing so, but it's just not how they operate. If they know this channel exists, they are not impressed.
    1
  17081. You should spend some time digging into the topic. It's easy to assume you understand business, but without the ability to spot disruption, you're going to miss every big shift.
    1
  17082. Enjoy the video!
    1
  17083. Any time!
    1
  17084. You made me laugh, but you're probably right.
    1
  17085. 19" actually. The cheapest option available on this model.
    1
  17086. Upfront is cheaper, but carries forward legacy inefficiency. Every $100 efficiency gain in a million capacity factory is a billion dollars over ten years. Over the long term it's vastly cheaper to build from scratch.
    1
  17087. That seems to be the case. Just shot another video about that which will run maybe tomorrow.
    1
  17088. Which part of it do you think isn't workable?
    1
  17089. @Joe King Bonkers talk right there. There are millions of pre-orders and even recently Elon reiterated that the Plaid Cybertruck will be his daily driver. The passion isn't gone and the business aspect is stronger than ever.
    1
  17090.  @joeking433  There are millions of orders, so it's going to take a while to catch up with those, to say nothing of new orders moving forward. It's an exciting time as an investor.
    1
  17091.  @joeking433  Right? With the reservations already placed, it could be years to get yours if you're not already in line. A lot of early reservation holders are going to make BANK from selling theirs to buyers who took too long to decide.
    1
  17092.  @joeking433  I bet you're right. The deeper the book, the higher the early model resales go for.
    1
  17093. I was going to joke that was my delivery estimate, but I didn't put it in my notes, so of course I forgot to mention it. :(
    1
  17094. Is that true?
    1
  17095. Interesting. No reason they couldn't have more than one factory of course. Great access to minerals and engineering & production talent there. Sydney is the antipode of a spot in the northern Atlantic, so geographically it makes sense in terms of reducing transit distances globally.
    1
  17096. Well said!
    1
  17097. Because it would make them look even worse.
    1
  17098. Could do it anywhere nearby. It all looks similar enough.
    1
  17099. You and me both.
    1
  17100. Awesome! Pretty wild that after 17-months and hundreds of videos, YouTube still isn't showing the channel to new people. So it goes.
    1
  17101. Welcome aboard!
    1
  17102. That's an interesting point, but way above my pay grade.
    1
  17103. Had to look that one up, thanks! It's 7M square feet, but that's the total across all buildings, not just a single building. Even at that size, it's still smaller than just the framed up portion of Giga Texas, which is still likely to increase by another 10-20%, as well as have several additional buildings at the location.
    1
  17104. Aw, thanks!... I think.
    1
  17105. Might be. Could depend quite a bit on who's in charge when their judgment day arrives. They could just be Gone Missing.
    1
  17106. Yes, Matt was on stage.
    1
  17107. I'm just an EV fan, so that leaves me free to root for anyone making an EV (but not a hybrid, those still strike me as a fool's errand.)
    1
  17108. My guess is that it's more about attracting silicon valley engineers than designers, while staying close to the Mothership. What we know of the robotics team is that they appear to be the best engineers from around the world, so the tie to one particular location likely has more to do with attraction and retention. As in, if you tried to put the bot development center in Reno, you may struggle to get as many of the best people due to the weather and limited access to the kinds of events and attractions young people want in their off time.
    1
  17109. By far my favorite segment on an already fantastic show.
    1
  17110. Because I don't want to see your factory closed. With benefits, it's already a 6-figure package. The higher it goes, the sooner the factories are sent overseas.
    1
  17111. If you mean the lithium discussion, I see that as a good thing. Let the oil guys find their new gold in the EV race. If they're ready to move away from burning 'splodey juice, I welcome it.
    1
  17112. Down from the typically stratospheric costs we've seen with Lucid Air, but they'll struggle to get it lower than the cost of Ford. We know that because Munro has worked extensively with Ford.
    1
  17113. That's a fair point.
    1
  17114. Howdy friend!
    1
  17115. Seems reasonable.
    1
  17116. Even if 10,000 or 50,000 cars have already driven off the line?
    1
  17117. I've never seen "walmart quality" bicycles in Europe because they just don't last. Well, except in Amsterdam where they'll be "borrowed" quickly if they're worth a lot.
    1
  17118. Really?
    1
  17119. I think you're correct.
    1
  17120. You should watch the channel a bit before making such a claim. Regulars know how absurd that idea is.
    1
  17121. @garyrooksby Oh no!
    1
  17122. He insists his company does not write autonomous software, and I believe it. They don't appear to have the capacity for something so complex.
    1
  17123. It's likely to see more of the same, but some of the biggest hurdles were about land use at all and clearing the land, both of which have already passed. They'll need to meet water use requirements, which they're keenly aware of, so there shouldn't be much outside the usual time it takes for inspections and approvals. Brandenburg has been pretty good about those.
    1
  17124. People fail to understand just how fickle hydrogen actually is. It is challenging due to the underlying physics, and being clever can remediate some of that, but the obstacles remain.
    1
  17125. I don't think so because they might be difficult to warranty.
    1
  17126. Tight tight tight tight tight!
    1
  17127. You got it my friend!
    1
  17128. As of Joe's video today, it seems you were right all along. Though with the structures connected as they are, that would have still counted as "under one roof" even if there was an access bay in some portion of the middle. I just won't try to count things until I'm certain. Appreciate your consistently awesome insight!
    1
  17129. That's a long drive.
    1
  17130. Wow man, well said.
    1
  17131.  @awebuser5914  The time from trial production to customer deliveries in Shanghai was about a month.
    1
  17132. 🎉
    1
  17133. Which part?
    1
  17134. Preferred stock doesn't have to be dilutive, but it will be subject to a shareholder vote either way.
    1
  17135. Wow, awesome! I thought it was important to have something public and free for the folks who wouldn't get a ticket, or couldn't get in to the sold out TeslaCon. I just didn't realize how huge the Meet & Greet was going to get. When I got there around 10:15 I figured we'd have some time to chat with the volunteers and planners, then get to meet some folks around noon when it started. Nope. By the time I got there it was already busier than I originally thought it would get all day. I didn't consider that this was the only big thing going on before the main event, and that once people were awake, they'd be itching to meet with like minded Tesla fans. It was an amazing experience.
    1
  17136. It's been running between 100-200 comments a day. Filter only catches about half of them.
    1
  17137. The moon is looking as good as ever.
    1
  17138. More similar to the battery building area in Texas. Hmmm... Curious, that.
    1
  17139. Yep. Come to town, let's grab coffee even if we disagree.
    1
  17140. Yeah, maybe. It isn't for sale yet though, so it's impossible to know.
    1
  17141. No worries!
    1
  17142. I've had terrible luck getting Grok to generate images.
    1
  17143. I hope so!
    1
  17144. Let's keep this assumption, and if we're wrong, be pleasantly surprised. I'd reserve a CyberTruck myself, but I'm just not convinced the $39k variant will actually be released. Maybe for a few weeks like the $59k Model S, or a few months like the $39k Model 3. If I KNEW it was real, I'd buy one.
    1
  17145.  @musaran2  Everything I've heard says that's still valid, but I missed my window on that.
    1
  17146. Glad to help!
    1
  17147. You have to actually watch the video first.
    1
  17148. That may still be a bit off on the horizon, but we'll know more by the end of the year.
    1
  17149. I know, right? Can you imagine thinking of swap stations as anything BUT stupid?
    1
  17150. Now I know you're clowning. There are VASTLY more gas car fires. They burn down homes constantly.
    1
  17151. Uh huh, totally. Lemme get right on that.
    1
  17152. A very good point.
    1
  17153. As in 100 days from now? I can see the exterior walls being done, but even Shanghai took 4-months from finished walls to first production.
    1
  17154. People have died from robot related accidents since the first robots were made. That hasn't stopped progress. It's just increased the safeguards and standards.
    1
  17155. That's only for bus and truck tires. How would that impact Tesla.
    1
  17156. I mix it up sometimes, but I always come back to the flippety.
    1
  17157. So easy! Or a pair of MegaPacks.
    1
  17158. I made a video about this. It can't be anywhere close to that low.
    1
  17159. Sure it does. Plenty of stuff channels out there. We aim to have a little bit of fun, otherwise it starts to feel like work.
    1
  17160. Thank you! You too!
    1
  17161. But you took the time to leave a comment, which is appreciated.
    1
  17162. I do think that could end it, but they'd need to create service centers.
    1
  17163.  @davidwill1320  Is that why? Because man are they ever expensive!
    1
  17164.  @davidwill1320  Yeah, but the Roomba has been out for 20 years. :(
    1
  17165.  @davidwill1320  All true, and I did mention the problem with over-automation attempts in the video. I'm not saying he can do no wrong (battery swap, anyone?), but that his big ideas often work out in ways people like us on the outside can't understand. He also has a lot of even sharper people working at Tesla than he did when the Model 3 was getting into production.
    1
  17166.  @davidwill1320  Maybe you're right. People smarter than us are working it out, so we'll see. Pretty exciting either way.
    1
  17167.  @davidwill1320  That's to automate one very, very simple task.
    1
  17168. Forget the election, she just needs to stop driving.
    1
  17169. Interesting.
    1
  17170. Appreciate that, Rich!
    1
  17171. While I agree, it's incredibly difficult to get engineers from different companies to get on the same page before a development cycle expires.
    1
  17172. This was shot a few years ago. It got republished asking with thousand of videos when the channel was hacked a week ago. Since this was shot I've been refused admission to a dozen sites and events. The defeat at this point is beyond words.
    1
  17173. I haven't been able to find a drone pilot in Nevada, but the word from employees there is that they haven't broken ground on the expansion yet. I continue monitoring Fremont, but apart from improved organization of materials outside, there's nothing to see. Mexico has yet to break ground, but I have a lead on a pilot there who should be able to help us.
    1
  17174. It was only lost on the LFP version.
    1
  17175. Exactly. Some will always be motivated to get ahead, and for them, the rewards will still exist.
    1
  17176. Ha!
    1
  17177. Thank you! Cheers!
    1
  17178. China sales always fall during Chinese New Year. Do people outside of China really not understand that it's a floating holiday?
    1
  17179. Not for those who are angry, confident, and easily fooled, apparently.
    1
  17180. It's SO rare. It makes it very difficult for others to understand the challenges. :(
    1
  17181. Did you watch the whole video?
    1
  17182. My expectations were high and it managed to exceed them.
    1
  17183. Feels that way, though I've seen no official confirmation.
    1
  17184. Dojo is what will solve the problems the FSD robots will run. At least that's the hope.
    1
  17185. Appreciate it!
    1
  17186. That's too much. Very odd pricing.
    1
  17187. Thank you kindly!
    1
  17188. The Chinese cars are selling well in Europe, and holding up just fine. The "junk" reputation comes from cutting too many corners, which today's carmakers are very careful to avoid. The reason Chinese-made cars aren't competitive in the US is that they have a staggering import tariff of 27.5%. A $30,000 car with an $8,250 import tax removes most of the cost advantage.
    1
  17189. It's been very disappointing.
    1
  17190. Thanks!
    1
  17191. I'm not a trader. I'm an investor. I look at whether a company is on the right path, or the wrong path. Toyota is still all-in on Dino Burners, and dabbling in hydrogen. Those are the wrong path. They need to abandon those by 2035 if the hope to maintain market share in the worlds biggest auto markets. Maybe they'll get serious, but as of today, there is no sign of an intent to do so.
    1
  17192. Thank you!
    1
  17193. So you don't think being aware of your surroundings can improve your outcome? It's port of the greater pattern of negligence.
    1
  17194. So never is what I hear you saying.
    1
  17195. So what I hear you saying is the thumbnail worked. Awesome, thank you!
    1
  17196. It's not a skateboard though. It's a whole system.
    1
  17197. Those are separate companies from Tesla.
    1
  17198. That's his brand. It does well for him, but it just isn't who I am.
    1
  17199. It's like you watched this while doing something else that was dividing your attention.
    1
  17200. That's assuming everyone who holds Tesla stock thinks of it as an auto producer. No car company is worth $4T. All car companies combined aren't even worth that much. But it's more than a car company, which helps the upside potential, though it's a lot harder to predict. Also, an awful lot of that future car sales growth has been priced in by those of us already considering the 10-year horizon and beyond.
    1
  17201. So slap a 25% tax ON AMERICANS?!?
    1
  17202. This is a hatchback.
    1
  17203. It seems there are a variety of experiences depending on geography, hardware version, and more factors.
    1
  17204. That's just a rebadged BZ4x. They're not selling terribly well. I'm looking forward to their next gen EVs.
    1
  17205. They aren't allowed to operate YET. Tesla believes this obstacle may be overcome this year.
    1
  17206. It went down surprisingly easy without sides.
    1
  17207. 50th was last year. This party would just be the first anniversary of it.
    1
  17208. The sky can be gray, or a variety of reds and yellows, but I'm not aware of a green sky. Convincing me of that would take extraordinary evidence.
    1
  17209. As long as buyers know the range they can expect, it's their call if it's sufficient or not.
    1
  17210. Tesla calls it Giga Texas. That's what it's called.
    1
  17211. It really is!
    1
  17212. We had a great time. Glad you guys could make it out.
    1
  17213. You know better than Elon? Guess you should be in charge.
    1
  17214. Low. They need a mountain of cash to reach volume and the appetite for funding EV companies is almost non-existent. Fan funding has been strong, but it's a sliver of what they'd need.
    1
  17215. They do great work on Superchargers there.
    1
  17216. That's the problem with proposing dollar amounts before we understand what the world will look like. $2k/month is too much. The government only spends about $12,000 per capita IN TOTAL. This would effectively triple the federal budget.
    1
  17217. Glad you enjoyed it!
    1
  17218. 😊 thank you
    1
  17219. They're different (and isolated) markets, so it's like comparing kangaroos to polar bears.
    1
  17220. There's a balancing act. The questions I'd really like to ask would never be answered, and the questions he'd definitely answer are the ones we've already heard. The objective is to dig as deep as possible without going so far that it all shuts down.
    1
  17221. Saw it. Strongly disagree. No company has given up their best running department without it resulting in disaster.
    1
  17222. I've been hearing this for twenty years. It makes it hard to believe with all the crying wolf.
    1
  17223. If you don't have parking where you live.
    1
  17224. Two more already on the way. stay tuned!
    1
  17225. You okay there, guy?
    1
  17226. Yes. Is that a real question?
    1
  17227. I'm at 6k miles. No sign of wear yet.
    1
  17228. They don't. They're frankly amazing. Tye overwhelmingly majority who buy one would never go back.
    1
  17229. It's a tabloid. It would be foolish to count on anything they say that hasn't been verified elsewhere.
    1
  17230. Fair point. Any suggestions?
    1
  17231.  @heymike7037  I do have a habit of responding to people who take the time to help me make it better. ;) I like clever robots, but you're dead nuts on about the flippity flop. Maybe "can't wait to hear what you clever robots have to say"? Feel like there's still room to show some wit here. I will also think on it. The weekend is almost upon us, so I've got another round of vids already in production. Maybe I'll play around with it.
    1
  17232. Q1 is always low, and with Model Y retooling it could be lower still. We'll have a better picture by Q2, but who knows what the world will be doing then.
    1
  17233. I've been hearing this since 2019. Let me guess, this time you're super serious?
    1
  17234. Line capacity, yes. I don't know what battery capacity is. Sales are down for sure.
    1
  17235. They made a deliberate choice to exclude EVERY Tesla-specific channel. You know who is most likely to buy a new Tesla? Current Tesla owners. I'm not saying "don't go outside the bubble," but that excluding the people with the most passion is a real punt in the danglies for all those people who have worked so hard to help Tesla reach the levels it has.
    1
  17236. Any channel with that exclusive would have done exceptionally well. I'm not sure how poking me about low views makes any sense when I made the point about channels far bigger than mine being included. A better comparison would be to ask how many views on Tesla videos does Carwow get in a year compared to the bigger names already in this space.
    1
  17237. Texas is the leader in wind, and their solar is coming online nicely... still not ideal to be disconnected like that.
    1
  17238. I better jot that down.
    1
  17239. I've always talked policy. That's what this is. If that upsets you, your grievance is with the people writing the policies.
    1
  17240. I say gantry, you say bridge, meh, I prefer being hoity toity about it. How else can I sound like an authority? ;)
    1
  17241. You are so welcome!
    1
  17242. My store is taking too long to set up, but I need to get you paid. Please contact me via my ABOUT page and I'll get you your merch. :)
    1
  17243. Our pleasure!
    1
  17244. You're definitely not. Kinda disproves your own point.
    1
  17245. Ford and Stellantis have already offered at least 20%. Shawn Fain said that's a no-go. I've read that a counter offer was proposed, but haven't seen what it was.
    1
  17246. Doing well by doing good.
    1
  17247. Strikes me as extremely improbably as well.
    1
  17248. Because they're investors.
    1
  17249. Consider me went.
    1
  17250. I see you have a crystal ball. Might be better put to use gambling on something other than stocks. I don't look at the short term. It's too volatile.
    1
  17251. It's only profitable if you assume there's no interest or debt service.
    1
  17252. Thank you!
    1
  17253. Glad you like it!
    1
  17254. It failed. There have been plenty of companies that didn't make it.
    1
  17255. They like to pretend range anxiety in gas powered cars isn't a thing. They've NEVER been running short on time getting to an appointment only to discover they were low on gas? That's just not believable. If I could charge at home for any trip less than a couple hundred miles, there would be entire years when I wouldn't need to rely on public go-go juice.
    1
  17256. Thank you! Will do!
    1
  17257. I have a series I've been running about daily for the past month looking at this. There's no discernible correlation between ad-spend and coverage favorability. GM spends more than Ford and gets consistently worse coverage.
    1
  17258. They will both be produced. The lingering question is about at what volume. Ford would have endless demand for the Lightning, at the right price. The issue is whether or not they can build it profitably at a price customers are willing to pay.
    1
  17259. Nothing was sugar coated. Did you even watch the video?
    1
  17260. What a bunch of schnitzel!
    1
  17261. Their website doesn't currently accept reservations. Last November they said they expected to open it up this year, so I'm confident all the reservations we see are for the sedan. The market for $100k SUVs is limited. What they desperately need is a car they can sell in high volume, and we haven't even seen rumors of that being in the works. Their stated plan is to do Gravity next and then move down-market from there. The "upcoming models" section of their website doesn't list anything apart from the Gravity.
    1
  17262. I wish!
    1
  17263. Truck comes Tuesday, but I'll see if I have tracking numbers on it.
    1
  17264. Hashtag not a sponsor.
    1
  17265. You got it, friend! You inspired me to make a video, which is uploading now. It's the tale of Imaginary Darren who wanted to buy a Nissan Versa but instead bought a single share of Tesla every month from January of 2019 until today. Equal dollars in, but very different dollars out. Despite the rocky start, Darren is a happy man, even being as hypothetical as he is. I'm not hypothetical, but I also bought at better times than he did, so haters can laugh themselves all the way to the bank, where they may or may not even have an account. ;)
    1
  17266. I've made a TON of Cybercab videos. Weeks of them after I got to interview the engineers who designed it last month.
    1
  17267. Would you believe it's a common question? I got asked about my accent a solid half-dozen times when meeting fans in Texas back during Cyber Rodeo. I was raised in the PNW by parents from New York, so I've got a bunch of vestigial NE nonsense in there on top of the very plain northwest accent. Hope this helps.
    1
  17268. You're really, really bad at this. The dedication is unhealthy.
    1
  17269. It's not a polished finish. It's no more reflective than any paint on the market, and none of the flat panels are at 90-degree angles to oncoming traffic.
    1
  17270. I see a lot of people saying he doesn't care what others think of him who then turn around and say "of COURSE he supported Trump after the previous administration snubbed him." Which is it?
    1
  17271. So you're saying they still have value! In reality, they're both good publications on certain topics. Trusting them across the board, however, well, you probably know what I think about that idea.
    1
  17272. That's the dead wrong take. The people who want to see the media go away don't understand that they remain the backbone of information flow. There is less and less money in legacy media, but effectively none in social media, and over there nearly everyone is for sale. Also, why be a jerk about it?
    1
  17273. No, he left while Jon was still hosting.
    1
  17274. Texas and Berlin were built at almost the same speed. There was a delay at the beginning of Berlin due to the global shutdown which added a few unavoidable months, and the method of construction with mostly concrete columns may have added a bit of delay. Every Tesla factory really does move Giga Fast.
    1
  17275. Almost exactly. What I'd add for clarification is that ALL Teslas are robo taxis regardless of what else they can do. Cybertruck, Roadster, the S3XY models, all robo taxis, just not today.
    1
  17276. Glad you liked it! I expect some of us will know some of it, but very few of us will know all of it, so the added graphics are what I'd want to see to help my understanding.
    1
  17277. The real question is if the people arguing that I was wrong will quiet down now that the CEO has confirmed it.
    1
  17278. Absolutely positive. It's enabled with test drive mode.
    1
  17279. You're supposed to say which part or people will think you're arguing against what nuclear engineers actually know.
    1
  17280. All credit to Tesla Jigsaw on that one.
    1
  17281. Once every year of so. He has more time now, so we can work on that.
    1
  17282. You bet!
    1
  17283. Awesome, thank you!
    1
  17284. And I never saw one (any model) without curb rash. The Performance wheels must have been an absolute casserole.
    1
  17285. It wasn't real money when he got it, it's not real money when it's "lost". His share count is unchanged, and even if Tesla goes to zero, he's still got $148b in SpaceX alone.
    1
  17286. Awesome, thank you!
    1
  17287. Glad you like them!
    1
  17288. If you're looking for daily swing advice, there are plenty of gambling channels that are glad to tell you whatever you want to hear.
    1
  17289. He doesn't seem to think so. He gives me a hard time too, it's all in good fun. What in particular was beyond the pale?
    1
  17290. Someone else looked into it, and that does appear to be the answer.
    1
  17291. YOU might not have. There are plenty of people like you and me who might be so deep into this stuff that there's very little new information out there, but it seems some of the other viewers found it helpful.
    1
  17292. It's gonna be great. We're neck deep in the planning and it's coming together nicely
    1
  17293. That isn't it. They're making EVs, they're just too expensive. This will kill their efforts to do so in a way that ensures survival.
    1
  17294. I've worked and lived in China. I do not see this possibility in even the ultra-bear case.
    1
  17295. No sir. New MIC Model 3/Y ship with factory chrome-delete, or just, you know, not chrome. That's my understanding, though as well informed as I like to think I am, I could always be mistaken.
    1
  17296. That's normal. Texas doesn't have final permits either. I'm still confident.
    1
  17297. I'm doing my best to keep things real.
    1
  17298. Not impossible.
    1
  17299. Uh... Wasn't that my suggestion?
    1
  17300. It's a very thirsty process.
    1
  17301. Great to hear it's getting use!
    1
  17302. This was recorded before ther bolt was cancelled.
    1
  17303. It's happened before. The hope is that Elon's too powerful to turn on this time.
    1
  17304. If it reduces battery life by 50%, does it even matter when the battery is still good for 200-500,000 miles?
    1
  17305. It is not. A Megapack without a service plan is just a much larger paper weight.
    1
  17306. The answer is in this very video.
    1
  17307. Did it though? My editor made the thumbnail while I was in the air.
    1
  17308. I never understood the math behind those pensions. Very expensive.
    1
  17309. That sounds like an OSHA nightmare. THE SKY???
    1
  17310. Waymo requires remote teleoperators. That's what's holding them back.
    1
  17311. It's a lot of work, but that's what I'm here to do.
    1
  17312. A solar flare would cause problems for some satellites, but ground electronics would be largely unaffected, especially those not connected to the grid, or those with any sort of voltage regulators. The idea of mass chaos over a once in few centuries event makes for good Hollywood disaster films, but it's not very likely.
    1
  17313. If you had 21 solar panels, it would take a month to fully charge a single truck. 600 panels to charge one truck a day. 12,000 to charge 20 trucks a day. They draw a LOT of juice.
    1
  17314. So... screw EVs? I don't see the connection, and that's because there isn't one.
    1
  17315. I think you're onto something there. They'd have a more appropriate floor area to work with as well.
    1
  17316. Not a cheese wheel? I guess my suggestion wasn't destined to stick.
    1
  17317. No problem 👍
    1
  17318. It wouldn't put anyone out of business in the short term. Their cars are cheaper in China, but they aren't insane bargains offshore. Lol at their sales in all the other countries that tax all imports equally. They do not command significant market share yet.
    1
  17319. What he shows are not representative of the wider effectiveness of beta. It gives people an extremely unreliable picture of the state of the tech.
    1
  17320. I think this is the exactly right answer.
    1
  17321.  @bobwallace9753  GM, Ford, etc usually only offer stock to the executives. That doesn't help anyone who is actually making the things they're selling.
    1
  17322. Those were simpler times. Wild to see how easy it was for channels to make a living back then. Glad you're here and I'm happy to know I'm providing value.
    1
  17323. It was something I've been trying out on themed videos to keep them differentiated from others, but I'll think about it more.
    1
  17324.  @greggmny  I'll still try to strike a balance.
    1
  17325. It's ridiculous how closely channels like mine track with the stock movement. Fewer want to follow the topic when they're down. So it goes. Appreciate you!
    1
  17326. Internationally, maybe. Not so much in the US, oddly.
    1
  17327. Appreciate you!
    1
  17328. What a mess that was!
    1
  17329. Genius!
    1
  17330. You are so welcome!
    1
  17331. People complain about any music, all music, and no music. I paid for these exclusive tracks. If you have some licks you'd like to donate, by all means let me know.
    1
  17332. I think it would motivate investors in India and of Indian descent to buy stock in ways they haven't before.
    1
  17333. I've discussed it as a guest on other channels, but not here. Not in anywhere near this depth.
    1
  17334.  @adama3231  The presentation was very brief. They barely covered ANY topic. Safety got more time than almost any other feature.
    1
  17335. You have to wait for NHTSA to do their tests. They have been conducted and published. It's done.
    1
  17336. Unfortunate.
    1
  17337. This is true, but every site had obstacles. Shanghai was so muddy they couldn't bring equipment in until the rains stopped. Texas needed massive amounts of earthworks just to level the site and make it buildable. And most importantly, Berlin is twice the size of Shanghai, twice the height, and uses vastly superior precast concrete for so much of it. It's genuinely apples to oranges, but they're still round fruits, and we can still compare them. We just need to bear in mind the differences.
    1
  17338.  @grahammonk8013  Most of my comparison videos are exactly like you describe. In Texas, they had to do serious land reclamation. It was a sand/gravel mine, and the had to fill in a lot of trenches before getting started. Not just with dumping in fill, but tamping it, and using geo-textiles to keep soil in place, which adds another layer of complexity. You can't sink piles or piers through it, they'd get tangled up in the auger.
    1
  17339. Excellent question! Brake by wire isn't required for a pedal-less system. It may have it, as it's a critical element of unboxed, but if it isn't ready for prime time, it's not going to be a deal breaker.
    1
  17340. Absolutely! The grid is sufficiently reliable that they wouldn't need to install THAT MUCH to allow for a safe down-ramp in the event of complete failure, and even the amount installed wouldn't run the factory for long. This is all about generating revenue, and Texas can have some WILD price swings at various times of day.
    1
  17341. 😝😂
    1
  17342. It isn't a hatchback.
    1
  17343. That would just reduce auto sales across the board.
    1
  17344. Tesla was hired to electrify the Rav 4 for Toyota, which they did. It was well received and worked as intended. Toyota only offered it to comply with California's strict fleet efficiency standards, and they were never terribly serious about it. As Tesla grew, maintaining the partnership no longer made sense. Toyota had little interest either, choosing instead to do the more logical thing, and bring the engineering back in house. It hasn't worked out great for them.
    1
  17345. Thank you too!
    1
  17346. Go on and short it, baby! I volunteer at the foodbank on Saturdays, you'll always be welcome.
    1
  17347. Optimize for one or the other.
    1
  17348. Good stuff!
    1
  17349. By units, perhaps, but not my dollars.
    1
  17350. Wow! Thank you for that. I used to get a lot of heat in the early days for my voice, but it's the only one I have. :/
    1
  17351. That was the nationwide figure. Unless every other location sold precisely zero, the numbers don't add up.
    1
  17352. He works hard for this community!
    1
  17353. Nice!
    1
  17354. ID.buzz has done a good job of presenting a unique design. Teslas are instantly recognizable, but the lineup is just too narrow.
    1
  17355. It was lovely. I'd never been before. The winters are famously unpleasant, but the locals seem used to it.
    1
  17356. Mexico has free trade agreements with 50 countries. The US has free trade agreements with only 20.
    1
  17357. Got dozens this week, but it's a fair question.
    1
  17358. Thank you so much!
    1
  17359. All cars enjoy subsidies in nearly all countries.
    1
  17360. Tough to retrofit every handle though.
    1
  17361. Not coal? Not whale oil?
    1
  17362. Those agencies have been sour on him a lot longer than that.
    1
  17363. So easy!
    1
  17364. The key to being positive with your lies is to keep them believable. That wasn't believable.
    1
  17365. The finest designs Fiverr has to offer!
    1
  17366. It's a gift.
    1
  17367. Probably true, but highlighting sensational nonsense doesn't rise to that level.
    1
  17368. I'll make the flags bigger on the next version of this for added clarity. Thanks for the feedback!
    1
  17369. Optimus was remotely operated at the Cybercab event. I haven't seen evidence of it working in a deployed setting. Should be interesting.
    1
  17370. Any time! It was great seeing you again.
    1
  17371. Absolutely!
    1
  17372. Looks can be deceiving. If you're not accounting for the fact that their best seller hasn't been delivering due to the changeover, you're going to miss the bigger picture.
    1
  17373. There are lot of comments making the assumption that delays by GM & Ford somehow mean the EV revolution is over. That can't make sense in a world where cars are made by other companies in other countries. At best it means they're choosing to fall behind, and at worst it means they've chosen to surrender.
    1
  17374. His videos show a level of success no one else has been able to replicate. It also shows he uses nag defeat methods, and those who mention that wind up blocked. It is his videos that led me to believe v11 was nearing perfection. It isn't. It's nowhere close.
    1
  17375. BYD is banging out some truly impressive numbers.
    1
  17376. That's the trick, isn't it?
    1
  17377. Nice try, but I know you're not a real ghost. Gas powered car fires are 20x more likely than EV fires. Even the notoriously combusty Chevy Bolt was STILL 7x less likely to conflagrate than a dino-burner. Don't let the fossil fuel bastards poison your mind the way they poison your water and air.
    1
  17378. The batteries already charge fast enough to enable long haul. What's missing is the chargers along a strategic route. 500 miles, then 20 minutes to get another 300 miles, that covers a full day of driving with the mandatory break period.
    1
  17379. I'm not aware of anyone in talks with Tesla about this.
    1
  17380. It's clicks. Clicks drive the headlines. He's chosen to make a lot of enemies, and those people can't help but click on those negative headlines.
    1
  17381. I'll have another chat with him.
    1
  17382. More to come! Have one already scheduled for this weekend, and another 3ish already recorded (but not yet edited) that will go up after that.
    1
  17383. I get those emails as well, and I'm similarly unsure why. I've reached out to them in the past in a media capacity, but never as a potential customer. I don't mark it as Spam though, I consider the contact relevant to my professional interests. I know the Saudi investment is part of their Vision 2030 plan, but I can't find anything saying they'll pump in unlimited funds until that date.
    1
  17384. If this sounds like FUD, sell your shares and buy rolled coins. Zoom out. This is a hugely positive take.
    1
  17385. We should connect some time.
    1
  17386. If you're free tonight, there's an Oregon Electric Vehicle Association meeting in Portland. OEVA.org has the details. It's open to all.
    1
  17387. Glad you like them!
    1
  17388. Glad to help!
    1
  17389. You were doing so good until you sacrificed your credibility entirely at the end there. You clearly know nothing of my work.
    1
  17390. We heard on the earnings call they're still finishing the design. I'm confident it's still moving forward.
    1
  17391. Do you think progress is moving slowly in Texas compared to other construction projects, or just other Tesla construction projects?
    1
  17392. No, just that it's the largest in the world, and it's for an auto manufacturer... hmm... who could that mean? It's one of life's great mysteries. ;)
    1
  17393. Agree completely. That wasn't a foreseeable plan when I started the tracker, so I'm not sure I'd do it differently on the next one. Would feel dishonest to change the methodology at this point.
    1
  17394. Thanks Joe 👍
    1
  17395. Appreciated.
    1
  17396. You and I won't, but lots of people will.
    1
  17397. Reach out on X so I know who you are.
    1
  17398. Ouch. Very good point.
    1
  17399. I appreciate the fact that you've posted so many comments over the past 5 months, but they're all so bizarre and cynical. Configuring and dialing in a battery production line is extremely difficult for every manufacturer. The 4680 especially. Tesla does not produce them in China. There's no factory to copy. The PRODUCT still exists, but the process is less available for observation. Apple never lost their edge by manufacturing in China. These companies represent moving targets.
    1
  17400. This is my concern. We could never prove it, but it's certainly already happening.
    1
  17401. Glad you enjoyed it!
    1
  17402. Thanks Andy!
    1
  17403. Prefab concrete comes with the doors already cut in. I don't know what this corner is, but I can't imagine how it would be the entry.
    1
  17404. Blink is all level 2. At least the ones I've seen. That would be, what, 10 hour to fully charge a Lightning?
    1
  17405. Appreciate that!
    1
  17406. I don't know who told you that, but it doesn't track with anything we know.
    1
  17407. You get flight
    1
  17408. Turns out most cars don't sell themselves. Without a slick jerk putting the screws to buyers, they can't close the deal. They are often paid a percentage of the markup, so the motivation to sell any car for less than MSRP is limited.
    1
  17409. My speech pattern is distinctive and I got a lot of comments about it at the various Tesla events in Austin last week from viewers who appreciate it. You'll get used to it. ;)
    1
  17410. Honda needs to get real serious, real quick. ICE bans are coming to at least parts of every major auto market around the world. Unless they want to be the ICE kings of Africa or Latin America, their days are numbered without a serious EV.
    1
  17411. Thanks for your comment Big H! Most EVs produced worldwide use LFP batteries, including SR models from Tesla. These use lithium, iron, and phosphorus, which exist in every country, and are not conflict minerals. NCA (high nickel Lithium Ion) batteries use nickel, which isn't produced in every country, but is still readily available from free-trade partners (including Canada,) and cobalt, which primarily comes from truly terrible places. In 2021 petroleum refineries used 136 metric tons of cobalt. This can be recycled, but it isn't. It's simply consumed. Lost forever. Gotta go dig up another 100+ tons of it every year. Every internal combustion engine on the road is responsible for cobalt consumption, but only some of the electric vehicles are. More importantly, because cobalt is so valuable, it is recycled from EV batteries and put back into use.
    1
  17412. You do great work, and it makes me sad you aren't the new 4th Quad Squad member. Though this late to the game, I fear you'd face the same fate I have on my channel. The first movers enjoy tremendous advantages. I give you shout-outs when I can, but it's tough to come in late. My lifetime income is about $4/minute, against many hours to edit them. It's an uphill battle for sure.
    1
  17413. You mental, bud? Good and innovative EVs get good reviews. I praise non-Teslas constantly. What I'm biased against is turds. These are products without a market.
    1
  17414. Apt description! If you've ever seen the show, all they do is slap a bunch of useless chrome and paint on what remains a genuine turd. Those thoroughly pimped rides remain awful through and through, but those involved briefly feel better, while Xzibit gets rich by making you think you got something good. Appreciate the walk won analogy lane!
    1
  17415. Dan Quayle, I imagine.
    1
  17416. Thanks 👍 Appreciate you, Gary!
    1
  17417. Thanks for that! If it sounds like I'm justifying the out-sized workload for a video like this, it's because I am. Not so much to you guys, you're great. More to myself. These take about an hour per finished minute you seen on screen, and they're almost never the most popular. But like I said, I make the kinds of content I want to see.
    1
  17418. I suspect that's more in line with the longer-term goals, but not likely for this phase of construction. The space available for MegaCastings will only support around 2M on the current configuration. But I do suspect they'll expand in Texas sooner than later.
    1
  17419. Indeed. We just don't know. We do know cars with autopilot are safer than those without.
    1
  17420. I think we should stick to decaf.
    1
  17421. Thanks a lot!
    1
  17422. I think you're right for a bunch of reasons. Once each area of footings reaches 100% they can put a steel crew in there, and once big chunks of framing are done, contractors can start on the interior without stepping on each others' toes. Another commenter pointed out that interior work could comprise 40% of the total work (even, if not especially by cost,) but the interior work won't be as visible to us.
    1
  17423. @Bruno Mailly I really appreciate you hanging out in these comments to help the newer viewers understand what's going on. Seriously, this is a community service you're doing, and it hasn't gone unnoticed.
    1
  17424.  @musaran2  You've been offering insight left and right, and this helps the entire community. I thank you for that.
    1
  17425. Thank you so much!
    1
  17426. So dumb.
    1
  17427. Nope, turns out it works.
    1
  17428. Right?!
    1
  17429. Recheck your math. Also it was always refundable, and it still is.
    1
  17430. Thank you so much!
    1
  17431. It isn't magic. It's something Tesla has done in the past, and is currently offering on some models. They software limit the capacity for a variety of reasons, in this case potential degradation, and make a greater percentage available once it's fully tested.
    1
  17432. I love your feedback! ;)
    1
  17433. That's a very good point. Though they've been doing things like making castings and configuring machines, I think you may be right that they not be able to get even a provisional certificate until the last walls are up, which would be October. Would appreciate anyone with more specific experience sounding off on this one.
    1
  17434. They also use gas instead of electricity.
    1
  17435. Thanks 👍
    1
  17436. You do have quite the sense of humor!
    1
  17437. Maybe so.
    1
  17438. They showed 2 AI products, but they didn't actually show the AI.
    1
  17439. See ya there!
    1
  17440. The accident was April 17th. When did Tesla publicly respond to the incident?
    1
  17441. Why though? It's just a shape.
    1
  17442. Hi Groot.
    1
  17443. Creeping is right. I still regularly get comments from mega Tesla fans who are only now discovering the channel for the first time. Goes to show there's still a lot of upside potential once YouTube decides the content is worth sharing more widely. The very good news is that my head is already above water, though only just, with seemingly nothing but upside from here. I appreciate viewers like you who are here consistently with valuable contributions. That's a big part of how I know I'm on the right track.
    1
  17444. What is going on at Toyota?!?
    1
  17445. There isn't enough charity to go around. I've volunteered in a lot of food banks. Our clients weren't moochers, but mostly the working poor. They had jobs, they just didn't earn enough to buy adequate food. Plenty were people who couldn't work due to injury or illness. I wasn't there to judge, but to help.
    1
  17446. Does not appear so at this time.
    1
  17447. You should watch the video.
    1
  17448. That's what it felt like.
    1
  17449. It will be a while. They have invite me to start uploading my videos there instead, but the rate of pay I'm currently eligible for is ZERO... not ideal.
    1
  17450. In what context? Compared to which similar companies?
    1
  17451. I'm sure you watched the video, so which part exactly do you disagree with?
    1
  17452. Mixed bag, I suppose.
    1
  17453. I like it! They'd have to add some mega packs, since complete roof coverage likely couldn't come close even at noon. Then the question is how long will it run.
    1
  17454. You should look at the math on how that works. It's a worse deal than you imagine.
    1
  17455. Pretty sure that's their biggest market. Even bigger than Germany last I heard.
    1
  17456. @737smartin But Steve, the premise was that we'd address all questions. Sometimes the answer is "there's no information available." That's better than pretending the question wasn't asked, right?
    1
  17457. I guess there were some OG Roadsters sold around the lock-in price, and the $35k Model 3 did exist for a time. I know the target prices have always been FAR lower than the actual average selling price, but if that's what they cost, and consumers are still lining up to buy them, that's all that really matters.
    1
  17458. It also depends on the track, and depends on the BMW.
    1
  17459. The Vette is a beautiful car.
    1
  17460. I've heard a variety of excuses, but none that make sense. Who knows the real reason.
    1
  17461. Lol
    1
  17462. Thanks for coming. It went off really well.
    1
  17463. You bet
    1
  17464. Taken. Every variation of it as well, I imagine.
    1
  17465. Data. It's just data. If you want to refute data you need more robust data, not grade school level castigations. People who fail to recognize any of the good are as bad as those who refuse to recognize any of the bad.
    1
  17466. It isn't. Surely you know better.
    1
  17467. It's made less clear by the fact that it has a closed cabin, and every state's rules are different.
    1
  17468. It's a popular guess and it wouldn't surprise me.
    1
  17469. Wow, thank you for this!
    1
  17470. Glad you enjoyed it!
    1
  17471. I totally agree with that, but it looks like they're taking an "all at once" approach. I figured they'd work on the east side first, then move to the western half while the interior gets finished on the first half. Based on early permits, it looks a bit like they're doing all three phases at once instead of over time. I suspect this is because of the two capital raises since groundbreaking. If you've got an extra $10B cash on hand, might as well put it to use sooner rather than later. What a boon for the local economy. The tax incentives offered are likely starting to look like a damn fine investment.
    1
  17472. Wait, how is she not a hobbit again?
    1
  17473. Interesting!
    1
  17474. Much appreciated!
    1
  17475. Absolutely!
    1
  17476. Interesting.
    1
  17477. The current proposal is to INCREASE subsidies on oil and gas next year. Oops.
    1
  17478. At the circus, surely.
    1
  17479. That's the whole human body, though the brain is an outsized portion of it. The whole meat suit your brain is driving is very energy efficient.
    1
  17480. Thank you William. Can you share a citation for this, because I spent about an hour researching and only found the definition as being "a building" which would include the greater structure, to my mind.
    1
  17481. Wow! That's a terrifying and fantastic idea.
    1
  17482. Then your confidence is misplaced. I criticize Tesla constantly on X and YouTube, and I praise EV makers when they're on the right path. Stick around, you might learn a thing or two.
    1
  17483. It's not in development. If you reduce the transit time, even substantially, it only improves (without eliminating) one of the many obstacles.
    1
  17484. I am glad you liked it. Thank you so much for stopping by and giving me feedback!
    1
  17485. Wouldn't be real though. That doesn't help.
    1
  17486. I firmly believe they will be getting cheaper, and interest rates will be lower at some point in the future. The $7,500 will be applied at the time of purchase, but only for those who qualify. If I took that at point of sale I would have to pay it back when my taxes come due.
    1
  17487. It doesn't. You gotta check it out, it's great.
    1
  17488. Gotta stop blaming the drivers. That's not a solution.
    1
  17489. Awesome, thank you!
    1
  17490. I think 8M is optimistic. Berlin & Texas may be capable of 2M, but Shanghai might not, and Fremont definitely isn't. Even still, getting a single factory to 2M would mean they'd only need 10 globally, and I imagine Fremont will be better optimized at some point.
    1
  17491. Thanks 👍
    1
  17492. You and I don't need it. That doesn't mean that no one needs it.
    1
  17493. It's probably both.
    1
  17494. Agree completely. The timing just doesn't seem to make enough sense to me.
    1
  17495. Appreciate your support!
    1
  17496. Correct.
    1
  17497. Produce anything in sufficient quantity, these are the gains you hope to see. Really pleased with it all.
    1
  17498. I'm starting to think you might be due for new speakers.
    1
  17499. Lol
    1
  17500. Their path is less uncertain than ever.
    1
  17501. Thank you so much!
    1
  17502. Not because of Tesla, but the hype is definitely gone.
    1
  17503. You get me.
    1
  17504. Thank you!
    1
  17505. You got it!
    1
  17506. I explained the redundancy in the video.
    1
  17507. No QR code. Other people have gotten in to other events without QR codes, so I had to try. They were pretty hostile this time around. In the past Elon relied on the "just figure out a way to get in!" philosophy for events like these, and that's something the security staff HATES. It makes their job difficult. How do you keep an event secure when everyone has been told to try to sneak in?
    1
  17508. I thought so too, but they specifically called it an automotive factory, and I think that's a requirement to import vehicles without the 100% tariff.
    1
  17509. Sounds about right.
    1
  17510. I hated it at first, but it's really, really grown on me. I could see one in my driveway in a few years, if the price works.
    1
  17511. At least tell us what they're actually doing.
    1
  17512. It's certainly possible, but I don't know how possible it would be. It would surely mean the end of US auto manufacturing dominance around the world.
    1
  17513. The idea of a level playing field is noble, but it isn't going to happen. The oil subsidies will not go away. They just won't. This isn't about values. This is about HIS values. Those are great when they happen to align with ours, but what happens when other moneyed interests do the same sorts of things? We have to zoom out far enough to look at the unintended consequences.
    1
  17514. Yes it was!
    1
  17515. What an odd thing to say. I'm not suggesting those people don't exist, but they certainly aren't given a voice in this video series. I am attacked relentlessly for just responding to unfounded complaints, but I don't take it personally, and it doesn't make me feel any less about Ford or its vehicles. People are people, and some of them are weird. Every major brand has its diehard fans, and detractors. My brother was ride or die GM in the 80s and 90s, and I only found out later it was because that was the first car he could afford, so he knew how to work on them. Now he just buys whatever fits best with each use case. Unfortunately, you're going to have to wait at least another year to get good information about the CyberTruck, since Elon said it will be released "Hopefully next year," and that tells me that IF it happens, it will be in the final seconds of 2023.
    1
  17516. Straight mental. Have you learned nothing? Start the video over and this time watch ir with the sound on.
    1
  17517. @iandavies4853 He's not working for free. It was a ten year comp plan, and he just managed to get it done ahead of schedule. He similarly wasn't working for free before the first traunch was cleared.
    1
  17518. Wow, thank you!
    1
  17519. Much appreciated, Gary!
    1
  17520. Been hearing this since the 2nd quarter in Europe. Maybe this time it's true!
    1
  17521. These particular parking spots already command a $50 premium over the ones without a charger, so make it $100 and say the juice is included. Their rate is under 10-cents/kWh, so that would cover 1,500 miles a month, and most people don't drive anywhere close to that.
    1
  17522. Who are you addressing this to?
    1
  17523. Sounds like a Wuling Mini. There are better cars out there.
    1
  17524. Thanks again!
    1
  17525. All depends on the contract. I haven't seen how large supply contracts are written, but they typically have balances for risks. If you're going to COMMIT to buying X number of batteries, I can guarantee a price, since I can secure the costs all the way up the chain. The legacy guys have been very soft in their commitments, so I'm skeptical.
    1
  17526. Easy to poo-poo when you have nothing of your own to offer.
    1
  17527. It seems a little off to me as well.
    1
  17528. For sure!
    1
  17529. So many otherwise inactive accounts suddenly unhappy with some aspect of EVs. Very peculiar. Good news, my friend, Cybertrucks are NOT mandatory.
    1
  17530. This figure includes people who haven't bought one before. All the links to the resources shown are in the description. Hope this helps!
    1
  17531. Thanks Gil, same to you!
    1
  17532. Inside Ford, or from 3rd party suppliers.
    1
  17533. Appreciate the info. I'll make some calls.
    1
  17534. I do have that in an upcoming video. ;)
    1
  17535. That's exactly it. This is a great deal, and if the next buyer really wants the added range, they can upgrade it.
    1
  17536. It really is!
    1
  17537. The bend?
    1
  17538. How many days from groundbreaking (or first vertical column) do you think each site will hit for first trial, and first production vehicles?
    1
  17539. That would make sense. What dirty dogs!
    1
  17540. I heard that 10 yrs ago. Dumber now than ever. If you can't be better, and least try.
    1
  17541. That's true!
    1
  17542. When I paused the source video, it looked like the metal didn't reach the top of the arches. They also didn't trim off the excess like you see with finished castings. These led me to the conclusion they could very well be scrap, though it's obviously not a certainty.
    1
  17543. Maybe so.
    1
  17544. Figure it's a great place to slap in some random fun.
    1
  17545. That's a pretty outlandish claim. (Not the China part, the other part.)
    1
  17546. Very confusing signals indeed.
    1
  17547. Honestly seems like a good idea.
    1
  17548. The best response to an ounce of crazy is not a pound of different crazy. We don't need more antidote. What we need is less poison.
    1
  17549. Who is whining, and about what?
    1
  17550. I suspect all studios can be challenging to secure for any particular day due to scheduling conflicts.
    1
  17551. Will be interesting to see how they fare in China. So far it's been tough going.
    1
  17552. Because they can't sell it with the same volumes and margin as their existing trucks. They're going to be eating their own tail.
    1
  17553. Thanks so much!!
    1
  17554. Whoever told you that doesn't have a very high opinion of you.
    1
  17555. So close!
    1
  17556. I'm not even sure how to test an entire state, let alone New Hampshire.
    1
  17557. That would require a whole new classification of safety testing.
    1
  17558. Ruff
    1
  17559. @Carl Johnson Really? Because the only car that shows up on your channel is a Ford F-150.
    1
  17560. We didn't know they lacked the permits. :(
    1
  17561. It would have cost you zero dollars to not say that, but here we are... I mean... um... okay?
    1
  17562. Is that the reason?
    1
  17563. They may see Republicans favorably, but 60% of voters view DOGE unfavorably as of a report in The Hill two days ago. That's before the brunt of the cuts are even felt, yet it includes a LOT of Republican voters. It's a deeply unpopular program because it doesn't achieve its stated objective, but does little while resulting in outsized harm and chaos.
    1
  17564. That's significant. Thanks!
    1
  17565. If only there was some way to find out.
    1
  17566. A proper giggle, thank you!
    1
  17567. Appreciate that. Many don't care, but some do, and I lose them.
    1
  17568. What do believe the board's job is? I've never seen good answers to this question.
    1
  17569. Nope.
    1
  17570. I definitely like the front end better.
    1
  17571. They aren't though. It's just that the federal incentive is now applied at time of sale.
    1
  17572. It's in my YouTube profile. Might have to verify you're a human.
    1
  17573. In the past they've allowed shareholders with verified accounts to enter a lottery, which has apparently been based on how many shares you have. I know a lot of people with thousands, even tens of thousands of shares, who've never managed to get one. Doesn't mean it's untrue, but it is very frustrating.
    1
  17574. Thank you! Cheers!
    1
  17575. There's my guy!
    1
  17576. Call the service center cuz that ain't right!
    1
  17577. The camera was well in the shade on the first take. If I'd gotten it then it would have looked better. Lessons learned.
    1
  17578. No my guy, you just struck out at T-Ball. Drop the slogans, they're making you look a bit off. This is about California and EV adoption.
    1
  17579. For now, yes. If someone told you electrification is the right approach for every application, they didn't know what they're talking about.
    1
  17580. Naw, you gotta keep it real. There's plenty of legit stuff to criticize without sacrificing your credibility.
    1
  17581. That's how humans work. Strong titles are what makes people click. Clickbait would be if there's a lie in the title. There is not.
    1
  17582. I hope so. We've seen a lot of promises of this over the past 20 years, but they never get very far.
    1
  17583. That would be giving credit to a false narrative. If an article is pointing out that the "razors in candy" myth is overhyped and manufactured, does it make sense to highlight that the article goes on to say, "but yes, in case you were curious, it's bad to eat sharp steel."
    1
  17584. Can't open source it if someone else steals it and patents it first.
    1
  17585. Just terrible mismanagement all around.
    1
  17586. Exactly. Robotaxi wouldn't pay retail like we do. I'll look for some modeling and get someone on to talk about that.
    1
  17587. The top videos from the past 6 months were never the scripted ones. The market has spoken.
    1
  17588. Fair.
    1
  17589. Glad it was helpful!
    1
  17590. Dillon is the absolute best of the news guys. No spin, no rage, just perspective. It's refreshing. Also a big fan of Best in Tesla if you're not already a follower. A nice balance as Lars goes into more depth on the European market.
    1
  17591. If the Cybertruck is folded from a single piece of stainless steel, it's going to be wider than what can be reasonably shipped. We know Steel Dynamics Inc will be hot rolling it, but I just figured it would have to be cold-rolled on site to the thinner gauge due to its final dimensions, which will likely be in excess of 20'x20'.
    1
  17592. Thanks so much! Always got new stuff in the works too, so stay tuned my friend!
    1
  17593. The SR Model 3 is the most affordable car they sell, but it isn't the most popular one. It seems that whether people need it or not, they prefer to have that range.
    1
  17594. That's what I was hinting at in the intro, but I didn't want to overplay it. Even if that's not a consideration (which, I mean, come on!) the article is still very misleading.
    1
  17595. That was the average including the city parts. I'd be curious to know how fast it was going on the highway.
    1
  17596. You got that right!
    1
  17597. Sandy will be there.
    1
  17598. 24/7 testing could accelerate that, though I'm not sure how effective it would be. The bigger issue is that with billions of cameras in all our pockets, any testing would likely be spied in short order, and it hasn't.
    1
  17599. Thanks!
    1
  17600. How much is the truck?
    1
  17601. Thank you! 😃 I have to give most of the credit to Mark though. Good questions go nowhere without good answers.
    1
  17602. Thank you! 😃 I have to give most of the credit to Mark though. Good questions go nowhere without good answers.
    1
  17603. I hope not.
    1
  17604. What's the species?
    1
  17605. @Dessie Doolan FYI to all, Dessie is the one person I've seen who knows what's going on in Texas better than anyone else. If it comes down to what two people are saying, and one is Dessie, that's where my vote of confidence will go.
    1
  17606. Would be great to get official guidance.
    1
  17607. I appreciate your sense of humor. If you gotta disagree, this is my favorite way to see it. :)
    1
  17608. Good thing indeed. Salt Lake City is a 12 hour drive from the coast. There are whole countries you could fit between those two points.
    1
  17609. This is a reasonable theory. I'd say it's likely only one of the factors, but as long as it's on the list, it can make the rest of it irrelevant.
    1
  17610. All the other brands advertise. Most don't sell all that well.
    1
  17611. We know that isn't going to happen.
    1
  17612. The big end of quarter delivery waves.
    1
  17613. I was afraid I might see some hate for it, but hoped the math would speak for itself. I plan to update weekly for now, since tracking it weekly will help understand the rate of progress better than a single snapshot. I figure by the 4th one of these we should have a clearer picture of how quickly things are actually moving. Appreciate the feedback and I'm glad you find it helpful.
    1
  17614. There are plenty of profitable battery factories around the world, just not this one.
    1
  17615. For every comment saying I defend Elon, there are ten saying that I attack him. What I was trying to point out is that you made it clear you have no idea what kind of channel this is, but you're still welcome to stick around and find out. I'm among the few who has been consistently critical of FSD, and the fewer still who address the brand damage being caused. But by all means, if it's physical appearance that gets the strongest reaction out of you, stick with that over the substance of the media.
    1
  17616. California and a small number of other states, and only on the sale of new vehicles.
    1
  17617. I won't be surprised if they start putting them up earlier than they did on the main building. Gotta get the concrete floors poured first, but they could leave one side open for that since the building is so narrow.
    1
  17618. Doesn't get below freezing all that many days, but a solid point just the same.
    1
  17619.  @CountryTesla  FYI, as of today's drone footage, it's at 8.54M sf, which is 196 acres if you include the higher floors in the count. ;)
    1
  17620. No Josh, what you want is for no one to be allowed to vote on it. If you support the workers, let them vote on the package. We both know it would pass today because it's a damn good offer. Far better than analysts expected. Careful throwing around "unemployed" as an insult when you're not working yourself. You know it's inaccurate, and I'm the one suggesting you be allowed to get back to work on terms you'd actually get to vote on.
    1
  17621. I SHOT VIDEO AT THE PICKET LINE you absolute tomato. You're getting screwed because the UAW gave you a garbage contract. Now you're ready to blame anyone except them. You have a lot of rage in you, but so far it all appears misplaced. If someone was hired to go around leaving comments making union members look like petty, foolish, insufferable people who deserve to be cut from the workforce forever, tell me how they would look any different from what you're posting. The vast majority of America lost sympathy when the offers passed $70k and it wasn't good enough, but what little love is remaining from people like me starts dissipating when you go on the attack.
    1
  17622. It absolutely is. See you there!
    1
  17623. Bit dim in there.
    1
  17624. What was the last monopoly broken up?
    1
  17625. Based on the dwindling number of portapotties, while the car count remains high, it would seem that they are operational in much of the factory.
    1
  17626. Kimball has ALWAYS sold shares. That's nothing new. Go look him up on the SEC website to see his sale history. They're all listed there.
    1
  17627. High praise, thank you!
    1
  17628. This will be in a video tomorrow.
    1
  17629. Ah, so I see you're brand new here and this is your very first video. Well, welcome. Take a peek around and see how embarrassingly silly that statement is.
    1
  17630. Maybe your time would be better spent attacking people who offer him unwavering support.
    1
  17631. Clever!
    1
  17632. Aaron gets it. The great news on that front is that the grid operators are already working to expand production, and a lot of the tech is reasonably quick to deploy, like wind and solar. There's also the Small Nuclear Reactor design that was recently approved, which could begin added significant power in around 8-10 years, which will be pretty good timing in terms of the EV transition.
    1
  17633. It's the first advantage we got, don't take this from us!
    1
  17634. @Yenhongsin77 EVs are the future. The end of new dino-burner sales is within sight. Europe, China, and many other places have already announced end dates. Companies like MG, Polestar, and Nio (to name a few,) are well positioned to succeed because electric cars are all they make. The EV transition is a "do or die" situation for every carmaker, it's jus that some don't seem to realize it yet.
    1
  17635. I've been saying it for about a year.
    1
  17636. I think it was James Stephenson who estimates $90,000, but the number is tough to fairly say because so many vehicles have been produced that already have waiting buyers, but couldn't be delivered in the quarter. They only got about 25% of the vehicles delivered. Fixing deliveries is a lot easier than fixing production.
    1
  17637. It's great that you knew it, but skim through the comments even on this video. People who have never been fortunate enough to study physics struggle with a lot of these concepts.
    1
  17638. The comments have great discussions too! Very sharp group.
    1
  17639. It's not entirely clear to me. Not yet. It's certainly on the horizon though.
    1
  17640. They're going to run up against that in China and Europe already.
    1
  17641. You think a car that can drive around making you money while you sleep isn't premium? That might be on you, my friend.
    1
  17642. Thanks for sharing!
    1
  17643. This would be worse. So much worse. Now all road salt to the mix.
    1
  17644. It's unfortunate because the reasoning behind it is paper thin.
    1
  17645. May also be for the SR Y and base model Model X, but all of those models max out at 5 seats.
    1
  17646. I update my animation each quarter that shows them cross the screen in real time. It's fun.
    1
  17647. There were no actual photos on any of the articles I saw. They've been promising this vehicle for at least five years, and it's always just a year or two away. I'm hopeful it's real this time, but you don't get the benefit of the doubt when you've rug-pulled us so many times before. I hold FSD to the same standard. You have to be okay with both or neither.
    1
  17648. They aren't. Whoever told you that may not have a very high opinion of you.
    1
  17649. I think you're right. A full-sized van can still be a passenger vehicle, especially for applications like the Boring Tunnel, but could also serve as a work van. The problem with most electric vans today is the range is too short, and bigger packs quickly add to the price and weight.
    1
  17650. Wow.
    1
  17651. It isn't. This is exactly what I've been telling you it would be at least twice a month for almost a year. A reasonable person doesn't get angry for not getting everything your imagination dreamed up.
    1
  17652. They're moving slow enough.
    1
  17653. How do you define doomed?
    1
  17654. You have to wonder.
    1
  17655. Thanks, that's great to hear! I like to say I'm net-positive on Elon. He's not infallible and he's the first to admit it, but some of his highest profile supporters somehow missed the memo.
    1
  17656. The bigger question so far still has more to do with "if".
    1
  17657. Naw. It'll be fine.
    1
  17658. Jon gets it.
    1
  17659. Thank you for the support.
    1
  17660. Unlikely but not impossible. All the pieces are falling into place. They can build cars in tents.
    1
  17661.  @rogerstarkey5390  Elon has stated that the first model produced will be the Y, and that makes sense considering the 6k-ton press. The CT apparently needs an 8k-ton press BUT couldn't the CT use two rear castings like the Model Y did at first? It's an interesting idea.
    1
  17662. Great question. I'll ask him.
    1
  17663. Yep!
    1
  17664. Much appreciated!
    1
  17665. You know that your approach makes you uncommon.
    1
  17666. Fair.
    1
  17667. You joke, but there's probably someone out there who would actually believe something that insane. No, tell the. You would just, you know, pull the handle and open the door.
    1
  17668. But they ALSO have manual releases.
    1
  17669. That must be it! There are people who really believe that. I see people who say, "My friend is rich and he invests in XYZ." Right, that's great, but your friend didn't become rich by doing that. Your friend is rich enough that they can afford to take a gamble on it and feel no consequences if it goes south.
    1
  17670. You joke, but I've met some real rubber handled hammers who say things this dumb without a hint of irony. Not all of them, mind you, but anyone donkey enough to think all of them wouldn't have the capacity to breathe.
    1
  17671.  @barttemolder3405  For sure! That's more of a Tesla problem than an employee problem. We have yet to see indications as to which positions are likely to be trimmed. Some require more desk time than others, which may only require on-site work. Tough to say.
    1
  17672. They better sell them quick, because internal combustion sales end in China in 5.5 years.
    1
  17673. Neither "u" nor "m" are particularly common words, but I've seen worse starters.
    1
  17674. But they're only looking to cut one of the two.
    1
  17675. Blame humans. We A/B test the titles, and you didn't click on it when it was the other way.
    1
  17676. Glad you enjoyed it!
    1
  17677. Why are you telling me instead of the people who were making those claims?
    1
  17678. 2024 is starting to look like it was a preview.
    1
  17679. Thank you so much!
    1
  17680. Have a video coming up tomorrow about S3XY buttons that covers exactly this, with an explanation of why factory buttons and knobs doesn't make sense. Some will still prefer them, but maybe only for a while.
    1
  17681. Many thanks!
    1
  17682. Very kind of you.
    1
  17683. Glad you enjoyed it
    1
  17684. While the future remains unknowable, we've seen a tipping point in other countries around 10% adoption. The bigger problem I've seen in the US is a lack of EV inventory. Many of the most desirable models are hard to come by, or have disincentivizing dealer markups, and the lower cost models from major brands are nowhere to be seen.
    1
  17685. Oh buddy, you have to check the date before buying a story like that. :(
    1
  17686.  @terkfranks1538  Because CyberTruck deposits have always been fully refundable. You just gave up your place in line.
    1
  17687. Their big claim to fame among those I know is the durability of their drivetrain. There's no way to know if that competency will carry over into EVs and I'm not convinced buyers will automatically make that assumption.
    1
  17688. Extreme weather is worse.
    1
  17689. Those bots are relentless. I do my best to keep them removed, but no human can compete with a bot in a moderation contest.
    1
  17690. Gordon Johnson had ALL the information, and still chose to deny the obvious. He has to kick himself every day. By the way, I invited him on the channel for an interview, and even offered 100% veto authority, but for whatever reason (make your own deduction) he declined.
    1
  17691. You undersell yourself.
    1
  17692. You got it! Pretty happy how this one turned out. Didn't take as long as I feared, yet still had plenty of added elements for maximum clarity.
    1
  17693. Can you point me to any resources or further information, because this seems to be a common point, but the information is disappointingly difficult to find. :(
    1
  17694. Nuclear power has seen trillions in subsidies, and the subsidies continue to this day. They're just really slow to build, and provide uncompetitively priced power upon completion (when they're completed at all.) But let's look at the claim that we'd need somewhere to store the power... we have that. It's in the bots. They have batteries. Unless you want your personal bot banging around at night while you're trying to sleep, the majority of them would be idle during the overnight.
    1
  17695. I guess I know things about the production lines you don't.
    1
  17696. Thanks!
    1
  17697. My buddy there with me was a Ford engineer, and he lit up when he saw the possibilities this system would offer.
    1
  17698. It drives clicks.
    1
  17699. He doesn't mean their company would be building millions, but that it's a trend they see coming. Megacastings didn't exist a few years ago, but now a lot of the major manufacturers are starting to implement them.
    1
  17700. They already do.
    1
  17701. Probably that.
    1
  17702. This was 11.4.4.
    1
  17703. I've explained the math before, but there remains a non-zero chance they will sell 20m EVs. The legacy car companies, conversely, have a zero percent chance of selling more than about 5m because it requires planning, and none of them are taking the needed steps.
    1
  17704. Glad you enjoyed it!
    1
  17705. Millions of cars on the road and tens of billions in banked revenue suggest you might be playing fast and loose with your definitions.
    1
  17706. Is it commercially available? There are a ton of amazing designs that have yet to leave the lab, and it's unclear what all the obstacles are. When I hear 6-months, I get excited. When I hear 2-years, not so much. When I hear 5-years I assume it's not even real.
    1
  17707. Not really how the West Coast works.
    1
  17708. You're welcome! Why is this the best to you?
    1
  17709.  @greggmny  Wow man, that is an incredible compliment. Thank you! I know a lot of the channels I looked up to (and still subscribe to) only break news 3-4 days after I run it on my end-of-week update, and in less depth and seriousness. I hope once my clever robots find out about this channel, things will shift even more. I'm glad you're here and I can't wait to hear from you soon.
    1
  17710. A fantastic idea.
    1
  17711. YOU are keeping me going, and I thank you. ;)
    1
  17712. I don't recall commercials, but I can't say that for sure. Radio waves don't go underground, so it was all via internet.
    1
  17713. Not to mention more expensive and they kinda don't exist. At least not for mass market vehicles.
    1
  17714. You'd think so, but have you seen the other comments on this video?
    1
  17715. I've been back for a bit, but there are still a few left from the trip to publish. I have to bump them out as more timely news hits, but I'm always working out ahead of the schedule as much as I can. The craziest part is I'm heading back on the road in a matter of days for the big Michigan event on June 15th. Planning to make my way there slowly, so as to enjoy it a bit and meet people along the way. Cheers!
    1
  17716. Early reservation holders are selling their place in line for 10-100x premiums. What stock did you buy that out-performed that?
    1
  17717.  @slicksalmon6948  Doubt. Hard doubt. You'll be back watching the videos and trolling more for sure.
    1
  17718. It's going to be an exciting year.
    1
  17719. Man, if I'm faking it I am deep under cover.
    1
  17720. You're very welcome!
    1
  17721. Thanks!
    1
  17722. I’d love to go check that out sometime!
    1
  17723. Likely both.
    1
  17724. Negatory good buddy.
    1
  17725. @jlfliberty Because we know things you don't. The information is all here, you just have to understand it. And while we can explain it to you, we can't understand it for you. That's on you, my friend.
    1
  17726. Love it!
    1
  17727. @Marco Nierop Precisely all of this. To suggest that this site would face more red tape than in the US is difficult to believe. There are always hoops to jump through, but that's a good thing. It makes for better, safer facilities and a healthier environment. Tesla didn't get the approval for the foundation they wanted, so they used a different foundation system. That adjustment didn't seem to slow them down. I looked up the paint shop permit issue, and only one publication is reporting it, with all the others citing them as the source. It's likely a bit sensationalized.
    1
  17728. That's a list I'm honored to make, thank you!
    1
  17729. Their Q3 sales are looking a bit shaky for pure EVs.
    1
  17730. That is awesome!
    1
  17731. Hour north of Portland, Oregon.
    1
  17732. We can't. We just have to do our best to recognize nonsense and share the reality whenever possible.
    1
  17733. Truckers are retiring faster than they can be replaced. It will take decades to phase out all human operators.
    1
  17734. Thank you! A long road.
    1
  17735. Why didn't workers get stock to share in the profits? Feels like the UAW opposes that.
    1
  17736. I do like to have a little fun.
    1
  17737. Frank was trying to duck responsibility by blaming Tesla. His carelessness and selfishness put lives in danger. That's no friend to anyone.
    1
  17738. Doesn't appear so. I saw articles that conflated whole different batches of numbers, but the ones who actually dug saw nothing of the kind.
    1
  17739. Strongly disagree.
    1
  17740. Any accident sufficiently forceful as to damage a casting would already total any other car. That's reflected in insurance rates.
    1
  17741. Especially with today's announcement of the $9b loan to build battery factories.
    1
  17742. I don't understand what that means.
    1
  17743. I hope it comes with some choices for different use cases. A lot of buyers, like some contractors, wouldn't need all terrain tires and would prefer the noise reduction and efficiency gains of normal street tires.
    1
  17744. All I can offer is perspective.
    1
  17745. Yep yep.
    1
  17746. They use different cells. Megapack is LFP while semi uses the high nickel batteries.
    1
  17747. Yes. Volvo and Polestar are both on the market here.
    1
  17748. Tough to say.
    1
  17749. Much appreciated!
    1
  17750. Smart, simple, elegant. I love it!
    1
  17751. You can watch the factory drone footage to see that isn't the case.
    1
  17752. My buddy likes to say to them, "wow, you guys believe in earth?"
    1
  17753. It's rare, but still a lot more common than getting that kind of mileage out a dino burner without a rebuild.
    1
  17754. Thank you kindly!
    1
  17755. @Andrew Hart You're not wrong though. The training is the easy part once the method is established, and it's the method that's the hardest to dial in. Even today we see plenty of errors in speech recognition a human wouldn't make, with some companies doing far better than others. That could be a function of lackluster technology, but I suspect it has more to do with restricting the allocation of processing power. If YouTube's autogenerated captions could get from 95% to 99% accurate, but it requires 10x the processing power, they're not going to do it. I think that's the limitation today. Voice recognition provides a financial benefit to those who use it, but it has to be provided cheaply enough to make the numbers pencil out.
    1
  17756. They've already been doing it for years with models 3 and Y. Whatever alloy they're using, it seems to be holding up.
    1
  17757. Doesn't need the brand name. Isn't relevant.
    1
  17758. Thanks! Will do!
    1
  17759. You joke, but you've surely seen the wealth of comments suggesting all of those things precisely.
    1
  17760. My v11 in 2 lane roundabouts was terrifying, even late at night without traffic.
    1
  17761. Glad you liked it! I pass on a lot of interview opportunities because there isn't enough new ground to cover, but there were a lot of questions about the status of Aptera, but not a whole lot of new information.
    1
  17762. You think Frito Lay got their trucks for free? That's a very bold claim. Is there any evidence to support that?
    1
  17763. I don't know how well I'm on their radar, but I've seen enough clues to suspect they've watched more than a few.
    1
  17764. It's already profitable, so no.
    1
  17765. GM has stated that they plan to become revenue neutral on EVs by 2026. I spend around 6hrs a day researching. I don't expect others to undertake such a burden. I'm happy to distill it for the masses.
    1
  17766. You've still got your sense of humor, so that's something. Good for you, little buddy.
    1
  17767. It enables time shifting, which is huge.
    1
  17768. That's not the right math. It's a tough conversation, but that makes it impossible.
    1
  17769. It's frustrating.
    1
  17770. Somebody gets it. ;)
    1
  17771. Of course we can. While you and I keep buying value segment cars after the biggest depreciation, they're not comparable. New vs new is a very different comparison than new vs 5yrs old.
    1
  17772. I sure as hell didn't. I made one video to lay out the case. That's all that's needed today.
    1
  17773. My estimate is based on some math Joe Tegtmeyer did when they were putting up the first steel frames, but a commenter said he saw a video where a 40' container was next to one, and it would have fit within the span. I'll keep an eye out for something next to one of a known dimension.
    1
  17774. The more average of the two, naturally.
    1
  17775. It's a good starting point.
    1
  17776. Buyers first to disagree. Even other brands have followed this design choice.
    1
  17777. Always!
    1
  17778. You okay?
    1
  17779. Nobody was laughing. The crowd was really quiet. Eerily so.
    1
  17780. But he hasn't. Nothing he's shown has found what he wants us to believe is so common.
    1
  17781. Thank you 👍
    1
  17782. It's more of an emotional thing than a rational one. There are people who really love them, but they don't move big numbers.
    1
  17783. Glad you like them! The Robotaxi content are still the best sellers, but I've covered what I can until I get to meet up with some of my engineer friends later this week. In the mean time, we really need to maintain a balanced diet.
    1
  17784. Stalling means hesitation, not collapse. There's still tons of eager customers at this price, but the fact we're into reservation numbers approaching 300k suggests that at this price, and this early in production, the take rate is below 2%.
    1
  17785. That's exciting, thanks for sharing that.
    1
  17786. You bet!
    1
  17787. I have no anger. I'm not invested in Twitter, and I doubt anyone watching this is either. This can't help Tesla shareholders, but it can hurt us because no matter how much you and I like it, it's moved beyond "distraction" for a lot of retail and institutional investors. You don't have to convince me, and you and I together CAN'T convince an awful lot of people that this is a good thing.
    1
  17788. Interesting! The rear casting on the Model Y is bigger than the front, so likely to assume the same is true for the CyberTruck. The published specs say it's only about 4" wider (10cm) so I doubt the size is the constraint so much as the total volume. This might actually work. Imagine that. The numbers being off by half!
    1
  17789. Thanks!
    1
  17790. It appears US road testing is still underway, suggesting it may not make it before December.
    1
  17791. All true. Was really hoping to see the scale get serious at Ramp It Up, but there was no line. Just stations. You can't achieve the scale needed without a line, in my view.
    1
  17792. Nope. I wonder if the in-house testers can.
    1
  17793. This was in January.
    1
  17794. For 2023?
    1
  17795. Thanks 🔥
    1
  17796. Wow, thanks!
    1
  17797. I'm not a fan of wearing blinders,, but this is a tabloid at this point.
    1
  17798. Very welcome!
    1
  17799. Yet they work just fine in countries that regularly have weather even colder. What's the different variable here?
    1
  17800. They prefer anything to drop the weight, but it's a lot more expensive.
    1
  17801. I can't find a credible source for any number that high. I did find one that says it's closer to 30 cups of coffee. I imagine the truth is somewhere in between. https://www.intelligentliving.co/lithium-teslas-batteries-water-30-cups-coffee/ Your number, if true, is 5,555 gallons for a single battery pack that will remain in near-daily use for 15+ years. Compare that with a pair of blue jeans, which consumes 1,800 gallons. https://sites.psu.edu/math033sp15/2014/10/16/how-much-water-does-it-take-to-make-a-pair-of-jeans/
    1
  17802. That statement borders on insanity. Go watch the crash test footage. You'd have to be off your rocker not to recognize the safety.
    1
  17803. Those are ideal for vehicles that are difficult to get in and out of. This is the easiest car to get in due to the huge door opening.
    1
  17804. You'll only need to tell them once. It's going to be the only car people are talking about for a decent while.
    1
  17805. That's the thing I don't get. If you love Ferrari but hate Lamborghini, why does it matter? One will never put the other out of business. Only they can put themselves out of business. A year ago I'd have said that Ford was putting themselves at that risk, and maybe they still are, but at least they're finally pointing in the right direction.
    1
  17806. What a brilliant question! WAY, WAY less than you might think. That's like one to three days of production if the casting machines go down. It looks like a lot, but only because they don't have a place to store them. They're only stacked 3-high, so there's about 9 to a stack (on the vertical ones,) so each 3x3 stack represents about an hour of production at a 4k/week production rate. It's really not much.
    1
  17807. It forced them to get serious about EV technology and push it forward rather than waiting for the tech to just kind of catch up on its own. This has been a massive net win all around.
    1
  17808. Goodness me, that's a wild comment. You gotta be more productive and patient if you want to change minds.
    1
  17809. That's fair. With all those buttons, it's easy to think the problem is yourself than the car. With features in menus, maybe they think they aren't there at all.
    1
  17810. I have. Anyone who has any experience with Autopilot or FSD knows it changes nothing.
    1
  17811. Curtailment is easy. It's the shortages you need to look out for.
    1
  17812. Thank you so much!
    1
  17813. What a strange thing for a person to say.
    1
  17814. It's not an accident. That's their process control.
    1
  17815. Appreciate it!
    1
  17816. Appreciate it!
    1
  17817. Carjackings are rare. Ones that start with a murder are significantly rarer still.
    1
  17818. Expensive though, and most charging areas have a ton of ways in and out.
    1
  17819. No.
    1
  17820. They think they know better than Elon. Even he knows he's not infallible. Cheering on bad moves makes things worse.
    1
  17821. I trust them most of the 3rd party suppliers.
    1
  17822. Appreciate it!
    1
  17823. That's a great point.
    1
  17824. So you think their cash burn will increase by $5 BILLION per month? A very bold prediction!
    1
  17825. That would be neat, though I imagine you could do it a lot more elegantly with onboard cameras.
    1
  17826. You bet!
    1
  17827. I've reached out to them recently but haven't heard back. It's tough to piece together without access. I'm hoping to get to Shanghai in April.
    1
  17828. You know you get the love!
    1
  17829. There have been a few tipping points already, but it's impossible to know where they are with YouTube's dreaded algo. Right around the time it hit 20k subscribers, I switched to daily updates, which resulted in a quick run from 20k to 40k, but boy has it slowed down since then. Can't grow the channel if YouTube won't show it to new viewers, and it looks like my viewers are all folks who already know what this is all about. The other big catalyst is when the stock runs up. When the stock is down, views are down, growth is down, it all slows to a crawl. Hard to sell news when there's no news, and harder still when there's bad news. Appreciate you!
    1
  17830. You're not priced out unless they've invited you to configure for delivery. Lots of people felt priced out when the Model 3 launched around $60k, but by the time their numbers came up, it was back in budget.
    1
  17831. Maybe more dangerous with the risk of lifting and flipping vehicles?
    1
  17832. Anyone who isn't the Saudi PIF is going to find the dilution heartbreaking. They don't have enough cash to keep the Air in production, let alone bring two higher volume cars to market.
    1
  17833. They can't be stopped. It's legal to build a factory in Mexico, and cars built in Mexico can be sold in the US, provided they pass the customary safety tests, which they surely would. Protectionist policies only work for so long. I'm less worried about Tesla than I am everyone else making cars in North America.
    1
  17834. Reduced rolling resistance. I have a tire & wheel guy coming on to explain how it all comes together in a few days.
    1
  17835. Pretty slick!
    1
  17836. So you admit it isn't fraud. I'm glad we're on the same page, guy.
    1
  17837. Watch the video, silly.
    1
  17838. Value!
    1
  17839. https://youtube.com/channel/UC5RCoYnhjZXB76Ley3diE6w
    1
  17840. Totally agree!
    1
  17841. Noted!
    1
  17842. Is that what he said? Also, Cruise hasn't given up. They're still moving forward, just more cautiously.
    1
  17843. Thank you very much! I always feel like I could spend more time making them that last little bit better, but you get to diminishing returns where you could double the time commitment to get another 1-2% polish.
    1
  17844. Some of them are still downright scary, but they're advancing quickly, and unlike legacy counterparts, they're actually committed.
    1
  17845. You bet. This was a fun one for me!
    1
  17846. Literally nobody is scared of Lucid.
    1
  17847. What do they look like?
    1
  17848. I recall seeing there have been improvements in v12, but I'm not certain.
    1
  17849. I'm in Austin now, but was unable to get a ticket. I was scheduled to speak at the afterparty, but my invitation was revoked.
    1
  17850. It's the little clues you have to watch for. Easy to miss for the untrained eye.
    1
  17851. John from Autoline (link in the description) already covered it. He's well north of $300k, but likely closer to $400k. That's over 15 years of strike pay.
    1
  17852. I understand. Mostly.
    1
  17853. Glad you enjoyed it
    1
  17854. Then what would the trolls have to comment about?
    1
  17855. Thank you so much, Lee!
    1
  17856. All of these things can and will happen, but the question is time. Many aspects can accelerate this, like dojo, but we can't see over that horizon just yet to know how far off it is.
    1
  17857. You don't have to. Lots of people don't until they see my track record.
    1
  17858. Bitter AND wrong? Charming!
    1
  17859. I've seen ONE load with 9, and that was on Joe's video on maybe the 5th or 8th, but every other one I've seen had an open spot.
    1
  17860. A fair point.
    1
  17861. YouTube hasn't enabled the tipjar for my channel. Odd, right? The problem with these videos is that the YouTube algorithm haaaaates them. That's why most videos they show are 10-minutes, or very close to it. Super frustrating. Results in low exposure, low views, low revenue, all that painful stuff. Plus I really fight to avoid clickbait, which all the big dawgs obviously embrace. Thanks for stopping by and commenting!
    1
  17862. Jeff uses the same path each week, which is great, but in terms of the others I'm just as much a customer as anyone else. There are other channels that are better about following set paths, but I only use footage with permission, so my hands are a bit tied on that. I sponsor all of them on Patreon (or PayPal for Wuwa,) but at the end of the day, they're going to do whatever they feel is best for their channels. Thanks for understanding.
    1
  17863. Good stuff!
    1
  17864. Alliston?
    1
  17865. Transmission losses will cost thousands of times more than replacing the cables.
    1
  17866. They didn't paint the main structure before putting the walls up, but they also didn't leave the steel out so long you could see rust from 400 feet away. Not sure, so I figured I'd through out that word of caution.
    1
  17867.  @machoopichoo2  Based on roof and floor decking going in this week, it appears you were right!
    1
  17868. Wild! Love it.
    1
  17869. You're harassing me about THAT on THIS video?
    1
  17870. I don't think so. If accidents were so rare that a $30 policy was all you needed, they'd just collect their $30 and call it a win. Vastly fewer claims to handle, no army of adjusters, no massive lawsuits. Just an endless trickle of small payments.
    1
  17871. Thanks Andrew! The missing story that surprised me for GM was the $10b stock buyback. How on earth is that entirely absent from the top-25?
    1
  17872. I mean, I don't want to sound like a crazy person, but... yeah? Maybe? I think it's going to be more like 2028/2029 before they become the world's biggest (of all time) car manufacturer, but the path is fairly clear. Remember that Ford makes 6 million cars from SIXTY assembly plants. That's 100k per plant. Sure, some of those plants make far more than 100k vehicles, but that means a LOT of them make far fewer.
    1
  17873. More to come!
    1
  17874. More to come for sure. Working on the interview with Mark Frohnmayer from Arcimoto for later today, but there will be at least a couple more videos from the event. ;)
    1
  17875. There are monsters at every company, we just know who they are. If we're only willing to buy from companies run by saints, we're not going to be able to buy from anybody. It's the most American made, the best selling model in the world, and if he really hates Elon, good news, the company is largely run by a large, diverse team of executives and division heads from all over the world.
    1
  17876. You bet!
    1
  17877. I'm not sure the UK ever made the short list, but they don't share much information about runners up.
    1
  17878. I asked the viewers to give me feedback, and they overwhelmingly said to keep it.
    1
  17879. You've been negative pretty much forever. It gets hard to take you seriously, you know?
    1
  17880. There's no indication those will be capable of powering a high-drain device of any kind, let alone a vehicle. They're intended for extremely low-drain applications like remote sensors where outside power could be difficult or even impossible.
    1
  17881. Fixed it! https://www.youtube.com/watch?v=orV8hxELvIE&t=0s
    1
  17882. I'm literate and willing to read, which puts me ahead of the people making the bonkers accusations.
    1
  17883. Whoever told you these things doesn't have a very high opinion of you. I do. I think you can see through it. It only takes about 15-minutes on Google to get to the bottom of it. I have faith in you.
    1
  17884. Most models currently qualify.
    1
  17885. Nope, just a bit tired from the week of going balls to the wall... and I can agree, it's a very strange treatment of the walls, but CES knows that and plans accordingly.
    1
  17886. When though? I imagine eventually everyone will get to that point, but will it be common in 10 months or 10 years? In 2012 it was believed by every company in the autonomous space that they themselves would have L5 solved by 2020, along with a half dozen of their competitors. We see now that even having extended the timeline by 50%, no company is actually there yet.
    1
  17887. Toyota seems unaware of stories like yours.
    1
  17888.  @SmartMart1658  Tesla didn't lose money on a per-unit vehicle, apart from the first maybe dozen cars they built. They were losing money due to Capex and Opex, not because the car cost more to build than it sold for. That's the critical difference. If you're losing money on every unit sold, you have a motivation to sell fewer units. That's a recipe for disaster.
    1
  17889. @FrunkensteinVonZipperneck Them grannies sound hot. I know a buddy who's recently divorced, we should set something up. He hunts and what not.
    1
  17890. Tesla pays hundreds of millions per year TO the Chinese government in the form of taxes. Whoever gave you the idea that they're being propped up by that government lied to you.
    1
  17891. The geometry doesn't work. There was a concept Jeep that had it and the amount of turn angle needed per wheel mad clear why it would never be mass produced.
    1
  17892. Regulatory approval isn't all that big of a hurdle in the US, surprisingly.
    1
  17893. Everyone else is trying to argue he's "just" a comedian.
    1
  17894. I think his point is more that it's easier to add 3-4 small motors to get big performance than it is to engineer a single engine with the same output. A Civic motor has good performance, but jamming three of them into a car would prove challenging and impractical.
    1
  17895. That was already documented on versions before 12. I'm not aware of any mechanism to overfit within end to end neural nets.
    1
  17896. Totally fair.
    1
  17897. Mad bullish. I hope you're right!
    1
  17898. Thank you so much!
    1
  17899. There are few who could argue against that assertion.
    1
  17900. So true!
    1
  17901. You bet!
    1
  17902. Good to know!
    1
  17903. It all depends how much they're willing to lose.
    1
  17904. Which part?
    1
  17905. @Wolfgang Preier That was my thought as well, though it may use different motors for different configurations.
    1
  17906.  @wolfgangpreier9160  Oh wow, I didn't even consider that.
    1
  17907. Have you ever tried them while you were awake? It's a different experience.
    1
  17908. Those were staged as well. He later apologized for hiring actors to play the porch pirates.
    1
  17909. Which ones?
    1
  17910. I haven't heard anything about this, and you must have an idea of just how many Tesla owners I know.
    1
  17911. Nio bros are straight mental.
    1
  17912. Watch it again with the sound on.
    1
  17913. You're welcome!
    1
  17914. You've been lied to. I showed you the reality. Look for some peer reviewed studies. Every single one reaches the same conclusion. Don't push those lies here. They do not work.
    1
  17915. Those are pretty challenging parts to find. Thanks for the insight.
    1
  17916. The channel was hacked on Monday. The restoration process pushed the thousands of videos published back out as brand new. Apologies for the chaos, it wasn't intentional.
    1
  17917. I will look more closely at the Model S production closer to the end of the month. Like I said, just pulling a number out of thin air on this estimate. The absolute beauty of this estimate is how quickly we discovered I was way, way off on China's production. If I gotta be wrong, this is definitely the direction I want to miss in. I said "big jump" and the actual figure is "huge jump". That's great news to me!
    1
  17918. Don't make stuff up when you've never done it. It's more like 5 to 10 seconds.
    1
  17919. I wonder if the turbines might be height restricted due to the airport.
    1
  17920. I personally like the sound the paper produces, and it seems digitally tuned for it. The synthetic cones did give crisper sound though.
    1
  17921. Where's the 2nd one in California?
    1
  17922. You and me both!
    1
  17923. I bought most of my shares at $38.11, and some more at $42.80. I've got a lot of floor left in my position, and it's all in my IRA, so it's not like I need to touch it anytime soon. ;)
    1
  17924. My first question was also which character, but seeing Jan's reply, I would ask if he was ANY of them.
    1
  17925. Glad it was helpful!
    1
  17926. I wonder how many of the influencers we've seen actually paid for them.
    1
  17927. @Richard Joash Tan We are all a bullshit on this blessed day.
    1
  17928. Not a crazy question.
    1
  17929. I heard that 3 years ago. What happened?
    1
  17930. I mean, right? I never seek to stretch beyond what's needed, and sometimes a shorty is all it takes. So thank you for appreciating it!
    1
  17931. I'm starting to dial in the square footage estimates based on visible floors in progress. Hope to have a first meaningful draft of that on next weeks update. :)
    1
  17932. 🤔
    1
  17933. Maybe. It was up $4 today, but you never know what will happen tomorrow.
    1
  17934. Appreciate that!
    1
  17935. Their problems started 40 years ago, and nothing in the past 3 years changed that.
    1
  17936. That's the worst idea I've heard in a very long time. There would be precisely one beneficiary of a move like that, and they loooove invading their neighbors.
    1
  17937. Yep. That will buy them some time, though it's not likely enough to ramp the Gravity to stop the cash burn. Fingers crossed things turn around. I hope Peter will take this video seriously and make some much needed changes.
    1
  17938. Absolutely.
    1
  17939. Elon said Robotaxi and Cybercab are both acceptable terms. Not sure that helps, but we'll figure it out as time goes on.
    1
  17940. I did a "6-months all sites side by side" video recently, and I included Nikola... they didn't place.
    1
  17941. Even at $600 a pop you're talking about billions.
    1
  17942. @Clint Atkinson This is exactly right. When I started, the plan was to stick to weekends when I had the time to do it. Just a news piece and a side-by-side comparison, and maybe a third piece if I had time. Then came the weekly tracker, which runs based on Monday's progress, which often slips to Tuesday. Then there's some big thing mid-week that needs coverage. Pretty soon it's a whole week. Thanks to my Patreons I can actually afford the time to provide more content, so instead of the 8ish/months posts, it's been averaging over 20/month. They're not all winners, but the hit to miss ratio is encouraging.
    1
  17943. That's a lot of ifs.
    1
  17944. Berlin and Austin almost surely will not produce a car faster than Shanghai did. Shanghai had first trial production within 10-months of groundbreaking and customer deliveries in 12-months. That's a tough mark to beat.
    1
  17945. So many great companies with exciting products. The market is vast and eager.
    1
  17946. 20 minutes. Actually doable.
    1
  17947. It's an awful lot of work, but it's the kind of content I want to see.
    1
  17948. May I see the names of these dozens of people?
    1
  17949. A fine question. I have people asking me about things I've made ten videos explaining. Just the nature of information I suppose.
    1
  17950. It's so weird. I don't know what it's actually called, but I call it "Longview Style" because it seems every restaurant in my little town sells them.
    1
  17951. Correct.
    1
  17952. Indeed!
    1
  17953. Last week he could have saved $13M by taking the hour off. ;)
    1
  17954. Happy to have you aboard!
    1
  17955. They did remove that middle panel, but it looks like they're using it for truck access. Tough to know at this point.
    1
  17956. Wow, thank you!
    1
  17957. Yep. I'm that guy too.
    1
  17958. You don't scare me. I know you're probably not a real ghost.
    1
  17959. The burden of proof is not on the accused.
    1
  17960. How do you mean ?
    1
  17961. Thank you kindly!
    1
  17962. Them or me? They go where the clients buy their chargers. If you meant me, I don't have NYC on my calendar this year.
    1
  17963. Show me a paystub with $15 on it.
    1
  17964. Absolutely.
    1
  17965. It was supposed to be an AI demo, but we saw a hardware demo. We wanted a plan but got a vision board. Those are cool, but it's not what Wall Street was looking for.
    1
  17966. Doing another interview today. I will bear this in mind and do better. :)
    1
  17967. Strategic omissions. Adding the cost of FSD to a comparison where the rival doesn't even have it is as dishonest as you can get.
    1
  17968. The first $20,000 in lease payments occur DURING the warranty period. Guess what? A battery doesn't cost $20,000. All you're getting is a heavier, less efficient car. That's not great, and it's why they aren't #1 in any market. Hell, they're #9 in China just among pure EVs.
    1
  17969. WHAT?!? That's the strangest collection of words I've seen outside of improv comedy. Did you watch the video?
    1
  17970. The same place any power comes from. There are massive transmission lines between Nevada and California, bit really between most major places.
    1
  17971. Thank you so much!
    1
  17972. 🤔
    1
  17973. Horses do freeze, that's an interesting perspective. I hadn't taken the comparison back quite that far.
    1
  17974. A very good question! You can buy aftermarket parts to get more performance out of an old Nissan Leaf. The reason Nissan didn't offer it that way out of the gate was because it stresses the battery and motors in a way that would result in higher rates of failure. Lucid boasts the highest performance of any motor by weight. It's possible that they somehow managed to engineer something brilliant that other companies with vastly deeper pockets, more experience, and more engineers somehow failed to achieve. What's more likely is that they just uncorked it, like you would in a racecar. They have a racing heritage, so it's not even a new idea for them. If we throw out the likely answer (uncorked) and try to test our theory, what we would look for to support this theory is above-industry warranty claims. That's what we see. The failure rate is consistent with the theory of uncorked performance at the cost of longevity. Hope this helps.
    1
  17975. Shush, you.
    1
  17976. Correct!
    1
  17977. Wow, thanks!
    1
  17978. Model 3 prices didn't follow that pattern on the refresh. That's the one exception, but also the closest example.
    1
  17979. Much appreciated!
    1
  17980. Who are you arguing with?
    1
  17981. Indeed.
    1
  17982. Wrong channel, smart guy.
    1
  17983. We've been at a bunch of events together, just never had time to make it work. Glad we found time for this one.
    1
  17984. Appreciate that, thanks! What we don't know is how many of the bids they were awarded. If 100% of Tesla's bids were accepted, it would suggest there wasn't corruption, but a lack of total bids.
    1
  17985. Giga Nevada.
    1
  17986. Uphill battle for sure.
    1
  17987. Wooooow!
    1
  17988. These are pretty classic ones. They're not lies because they are reporting things that have actually happened, with actual allegations. The underlying allegations are unfounded, of course, but the reporter isn't under any legal obligation to comment on the veracity of the castigations. Tesla hate drives clicks. If they found that only positive stories drove clicks, they'd pivot overnight.
    1
  17989. Glad the info is helpful. It's fun to break down the details!
    1
  17990. Thank you! Cheers!
    1
  17991. Anything. Wherever you get your power from.
    1
  17992. The number of people pretending they don't know this is concerning. The fire danger theory doesn't pass the sniff test, and crumbles entirely when you start grabbing the data.
    1
  17993. Ah, but we misunderstand. All the good things are his, and all the bad things are someone else. He's literally said that, though not in so many words.
    1
  17994. Legislation already exists. It's been in place for years, and s good thing, because getting anything through Congress is nearly impossible.
    1
  17995. I don't think they need to.
    1
  17996. Apparently!
    1
  17997. It isn't. You gotta bring new evidence if you want it reconsidered.
    1
  17998. A sound idea!
    1
  17999. Patreon takes the lowest fees, but whatever you're comfortable with. Thanks!
    1
  18000. It's because they're big. The reality is if you put this on any channel, it would have been just as big.
    1
  18001.  @awebuser5914  Your information is out of date. https://www.teslarati.com/tesla-giga-nevada-solar-panel-ramp-video/tesla-giga-nv-solar-panels/
    1
  18002.  @awebuser5914  It appears to be over 50%. That's a majority. They can do better and I'm confident they will.
    1
  18003. The only announcement we got today was about weight loss.
    1
  18004. Joe was able to get an update. It's not the 8K ton press, but another smelting furnace for aluminum. :(
    1
  18005. Glad it was helpful!
    1
  18006. That's a great example of a high dexterity application.
    1
  18007. Possibly so. Determining that is the goal of tearing it apart. Benchmarking companies have found some really clever cost cutting methods that didn't compromise safety and reliability in the past.
    1
  18008. The same way all the other companies will.
    1
  18009. When Tesla said in 2012 that they'd increase production by 50% per year until at least 2020, it was considered laughable, yet here we are, and the roadmap to keep that growth for at least a couple more years is very clear. While the big dawgs can grow their EV fleets by 50% per year (if they decide to take it seriously,) they are going to struggle to grow their markets overall. I think a lot of them will struggle to even maintain their market share.
    1
  18010. We agree!
    1
  18011. I appreciate you too!
    1
  18012. Apples NOT CHEMISTRY No idea what you're talking about. Democracy is a political system, while wealth is an economic one. The two overlap, but neither is mutually exclusive of the other.
    1
  18013. Thanks 👍
    1
  18014. Zero cars spend an hour at this station. That's not a thing, my friend.
    1
  18015. I think they're planning on hydrogen fuel cells, but the obstacles are still too many to count, with the biggest (and most unavoidable one) being the cost.
    1
  18016. That's not how it works.
    1
  18017. Angela!
    1
  18018. No problem!
    1
  18019. They'll shrink, but plenty will still have meat driven cars. Can still buy coverage to protect your Cybercab from being struck by one of those.
    1
  18020. If that's what you're in to.
    1
  18021. It's painful because as much as people say they hate clickbait, it absolutely works. Channels that do it are almost always bigger because that's how human nature works.
    1
  18022. Very true.
    1
  18023. Maybe so.
    1
  18024. You bet!
    1
  18025. I know, right? It started as a weekend-only show because I didn't know if it would survive and there isn't as much content on weekends. Now it's all the time.
    1
  18026. Always! I also give them financial support. They never asked for it, but I feel it's just the appropriate thing to do.
    1
  18027. @Bruno Mailly Totally agree. I've started my grid already. Hoping to have it presentable in time for the Monday/Tuesday weekly update. There won't be a timeline estimate yet, I don't think, but there should still be some insights.
    1
  18028. I'll have to back and see what's on screen.
    1
  18029. Fair.
    1
  18030. Maybe this thoughts haven't changed, but his actions have. I've known authors who spend every day trying to think up the perfect crime, but they never act on it because that's not what they're trying to do.
    1
  18031. You bet!
    1
  18032. They have an amount of cash that gives me hope.
    1
  18033. They said the same about the Shanghai factory.
    1
  18034. I don't know which market you're in, but unless it's India, I don't think the vehicles made there are intended to be sold where you live.
    1
  18035. Boo!
    1
  18036. I'm an analyst. This is analysis. No one is pouring in their life savings because two people on YouTube shared what we believe can happen in a robotic future. The objective was to make you think. It appears to have done that.
    1
  18037. A/V shop. They've got pallets of 'em.
    1
  18038. That's the maximum run rate, not the average. It seems they have a ways to go to make that the average.
    1
  18039. Seems unlikely, but you never know.
    1
  18040. More data = better output. I'll keep an eye out for it Pat, thanks!
    1
  18041. Yes! Thank you.
    1
  18042. No. F the folks who are still trying to divide us. United we stand, did you forget?
    1
  18043. You were off, but not nearly as far off as I was. :/
    1
  18044. True of all modern cars, no?
    1
  18045. I wouldn't get far if I wasn't able to turn the other cheek.
    1
  18046. Glad you enjoyed it.
    1
  18047. Average car prices have gotten awfully high.
    1
  18048. That's important context.
    1
  18049. I should.
    1
  18050. Was just sure I'd responded to this. Odd... anyhow, yeah, I'm over 40. That's why I'm so serious about my IRA these days. gotta buckle down, my friend.
    1
  18051. Much appreciated!
    1
  18052. You okay?
    1
  18053. Thank you! Cheers!
    1
  18054. Well if my numbers are correct, it appears to be all for the former, and for the latter, also all. Does that sound right?
    1
  18055. New one goes live in the next hour, and you'll be delighted to see how it's dried out.
    1
  18056. Sure thing! Have you watched this video? And if so, have you watched the previous videos in this series? I explain some part of it every week, and most parts of it most weeks, and there have been over a dozen of them so far. Watch those and let me know what questions you have, I'm happy to help.
    1
  18057. I had been running through the parking lot to get the presentation announced. Was definitely a bit out of breath.
    1
  18058. Totally separate.
    1
  18059. Much appreciated!
    1
  18060. Appreciate it!
    1
  18061. Smart decision!
    1
  18062. Way ahead of you my friend! https://www.youtube.com/watch?v=YT9g-GTCOws
    1
  18063. Polestar and Volvo are made in China.
    1
  18064. Wherever it is, it's gonna get noise complaints.
    1
  18065. Thanks! I really love doing it, and there's so many great people in the community who are happy to contribute to our better understanding. I'm just glad the recent field pieces have performed fairly well. I made a bunch of videos from a road trip in 2021 that mostly went over pretty poorly, but I hadn't really found my audience as much back then. I had been doing mostly voiceover, and entirely studio stuff, and viewers weren't as ready to see me in the outside world. Plus my production skills on remote pieces has gotten a lot better.
    1
  18066. It's literally in the description for this video every single time.
    1
  18067. So the people who can least afford to live close to work, who usually drive the cheaper, less fuel efficient cars, wind up paying more than the people who have no problem dropping millions to be close to work pay the most?
    1
  18068. Varies day to day based on exchange rate.
    1
  18069. Thank you kindly!
    1
  18070. That would be cool!
    1
  18071. No problem 👍
    1
  18072. They can be programed to do almost anything.
    1
  18073.  @aussieideasman8498  I haven't blocked you, so I don't know who you're talking about on either side of the equation. It's possible YouTube is blocking you because you're attacking people, but I'm not part of that equation.
    1
  18074.  @aussieideasman8498  You have attacked people in the comments of this very video. Please don't do that.
    1
  18075.  @aussieideasman8498  If you want me to do homework to prove what we both already know, I can just save us both time and block you. That's what you want, right? You've been banned already on countless channels, so you just want to add this one, right? Don't be like that.
    1
  18076. It's the way almost all manufacturers are going. Cars are already computers on wheels, so it makes it costly and complicated to add the kinds of controls you and I might want.
    1
  18077. Pretty bold prediction! Love it!
    1
  18078. That's a really good point. We know driverless is allowed, but would vestigial mirrors still be mandatory?
    1
  18079. Can't do it. When I shave my head strangers think I look too mean or aggressive. Besides, what would you and I have to talk about?
    1
  18080.  @Cthulhu19  Shaved head + any amount of facial hair is bad enough, but add sunglasses to that and it's just a no-go. I can't give up sunglasses forever. :(
    1
  18081. Who?
    1
  18082. Would even that stop then?
    1
  18083. Fingers crossed!
    1
  18084. Q3 and Q3.
    1
  18085. @Dularr On gas powered cars that are already being phased out around the world. They haven't managed to figure out how to sell EVs at a profit. That's a growing concern.
    1
  18086. Glad it was helpful!
    1
  18087. No. I've had problems driving at night where it won't change lanes because it can't see in the dark and thinks the side cameras are broken.
    1
  18088. I'm confident they're allowed to, just like they're surely using the clip within their rights. It's the copyright nonsense that's shameless and wrong.
    1
  18089. Our pleasure!
    1
  18090. I appreciate that!
    1
  18091. I haven't seen any credible reports of this rumor. Looks like all of it started with a single source on Seeking Alpha and everyone else just ran with it. I think that would be a huge benefit to Nikola in terms of access to engineering, patents, and brand recognition. I'm not sure what Toyota would get out of it.
    1
  18092. You misunderstand... kind of everything.
    1
  18093. The rules haven't been codified, so... yes!
    1
  18094. You might be new to the channel. Those are all topics I cover in as great of depth as the audience will tolerate.
    1
  18095. That's great news.
    1
  18096. They're the Plaid motors.
    1
  18097. It isn't. It's right on the tire itself.
    1
  18098. Why wouldn't it?
    1
  18099. It seems the factory is ready and they're just waiting for the vehicle validation to be completed. This isn't a bad thing. Since they're still working on it, it just means the ramp is likely to move that much quicker.
    1
  18100. First of all, how DARE you! That was so ridiculous. I don't think I told Drake about it yet. That video will be out in about a week.
    1
  18101. You're not a shareholder so I don't see what your interest is.
    1
  18102. Get better material. That wasn't good in 2018.
    1
  18103. Miss you buddy!
    1
  18104. Indeed.
    1
  18105. LOL
    1
  18106. The majority of Teslas sold in the US have batteries made at one of Tesla's 3 domestic factories. China built Tesla models have Chinese batteries. Berlin's battery factory is coming online as we speak.
    1
  18107. True for many.
    1
  18108. No, this is about a reckless driver who tried to blame his problems on someone else.
    1
  18109. They may have capacity to build 20k trucks, but they don't have any plans to do so. Lucid also has a massive factory in which to build no cars, but it isn't helping them since they have no real plans to do anything with it.
    1
  18110. Thank you so much!
    1
  18111. We WERE nuts, but according to them, we got lucky... or, and hear me out, we actually looked into the company and understood it. Dunno man, I'm not smart enough to say either way. ;)
    1
  18112. Me too. :(
    1
  18113. Glad you enjoy it! It's not performing all that well, but it's analysis I'm doing anyhow, might as well share it.
    1
  18114. Fair.
    1
  18115. Same boat. They have time to turn this around, but they'll need to take serious action, and quickly.
    1
  18116. None at all! I thought the points raised were well worth addressing.
    1
  18117. There were over 100 lawsuits filed against the builders of the Golden Gate Bridge because it was going to "ruin the view". Of course that turned out to be nonsense, since it IS the view. The idea that they're ugly to you is a bit odd to me, but I'm willing to believe there must be a few people out there who hold such views. Just know that you're far from the majority. Given the choice I can't imagine there are many who would prefer the view of a coal plant's smokestacks to a wind farm.
    1
  18118. They're burning cash at 10x Tesla's rate. If the Saudis do inject the $30b needed to reach mass market, today's shareholders will take at least a 70% haircut. More likely, as their stake increases and share price continues falling, they'll take it private at a max of $3-4. Anyone who bought above that (virtually everyone,) will see losses cemented.
    1
  18119. That wasn't a spinoff.
    1
  18120. Batteries will not run out of material in the foreseeable future since there are already a variety of viable chemical compositions, and additional reserves are always being discovered. MegaPacks, Powerwalls, and VPPs do not require a new grid. PG&E buys power from a variety of sources, large and small, and Tesla's stationary storage approach fits within that existing framework. It will be interesting to see what Tesla comes up with for commercial delivery vehicles.
    1
  18121. Also ignore the analysts because almost none of them outperform the broader market, and none do so consistently.
    1
  18122. Thank you so much!
    1
  18123. Maybe, but that's only one aspect of the company.
    1
  18124. When do you think it will be complete?
    1
  18125. Yeah, I need to plan it ahead for the six month one so I can get it out without stressing.
    1
  18126. Barring engineering or materials defects, LFP should provide a long, consistent life of reliable performance. If there are defects, they're very likely to appear in the first 8yrs or 100,000 miles.
    1
  18127. It isn't. The factory will pay taxes. If they don't get the discount, they'll build elsewhere and pay no local taxes.
    1
  18128. I didn't consider that, but you're right.
    1
  18129. Is THAT their slogan?
    1
  18130. But I have it on good authority that Gamera is a friend to children.
    1
  18131. Fascinating, thanks!
    1
  18132. Their engineers really thought of everything. It's amazing to see how it all comes together.
    1
  18133. Your numbers are entirely wrong. There are over 1,000 peaker plants in the US alone. At 100-200 MegaPacks each, that's 100-200k units, or $20-40 billion in sales... the US is not the only country with a power grid. Every country needs them. And that's ignoring the countless industrial applications, which is a market even bigger, as discussed. You need to get real, or get real quiet.
    1
  18134. It really was a fun one to shoot.
    1
  18135. You said "woke" twice. Do you know what that word means? I only started hearing it a few months back, and only from people in the middle of some pretty ghoulish behavior they were trying to justify. I asked for definitions and never got one. Turns out a judge in Florida also had to ask for a definition, and the lawyers working for Gov DeSantis provided it. Woke means the belief that there are systemic injustices in American society, and the need to address them. When you rail against "woke" culture, are you saying that there are no systemic injustices, or that they shouldn't be addressed?
    1
  18136. Shut up baby, you know Bender loves you! Man, when travel becomes a thing again, there's a very good chance I'm taking my son to BKK to see the temples, specifically the monkey temples. He saw them in a video and went down a rabbit hole and I don't think he understands just how terrifying they can be. :/
    1
  18137.  @kirk8985  I tried to take a picture of a baby monkey and the mom did NOT appreciate that. They can be scary.
    1
  18138. Fair enough!
    1
  18139. The kWh are divided by 4 to get the miles on Model 3, and by 3 to get them on the Model Y. These are reasonable estimates.
    1
  18140. I push all my events. It's just what I do. ;)
    1
  18141. Pretty much. No belt, but it counts for what I do.
    1
  18142. If that was the full focus of the video, we'd have something.
    1
  18143. Thank you very much!
    1
  18144. It's obvious I have. I got it right on all the other EVs, but magically this will be my first miss? Ask yourself how likely that is.
    1
  18145. They aren't shipping them via Starship. :(
    1
  18146. Melts to nothing, but in a fire like that, the car's going to be scrapped anyhow.
    1
  18147. Amazing! A comment so silly I'm not even going to add it to my reply video. Well done!
    1
  18148. No, I'm working on the hundred best questions. This sheer stupidity didn't make the cut. Citations aren't needed, one just needs to not have their head so far up their butts as to require a snorkel to survive. OP is beyond salvation.
    1
  18149. Talking round and round without saying anything typically means your just here for the circle church, friar double-tuck. That Ben Shapiro D- junior varsity debate gutter trash might work against your neighbors kids, but you have to come correct when you're talking to grown ups. Cite something, friend. I believe in you.
    1
  18150. I disagree, but only a little bit. Dirty Tesla drives his quiet, dirt road over and over, and it used to never work there, while now it does. Doesn't work well on all dirt roads, but his appear to be dialed in. I don't know how to explain that apart from by distilling the data gathered on that road.
    1
  18151. The target was advertisers, not media companies. Not sure how this would work.
    1
  18152. This vehicle should be cell/chemistry agnostic. Whatever's best, it will likely have.
    1
  18153. Absolutely!
    1
  18154. Which are?
    1
  18155. It does aim for 100%, but that's simply impossible due to other drivers, falling rocks or trees, and too many outside factors to mention. Supervised FSD is already safer than Full Meat Driving, and it's only getting better. I expect to see modes more appropriately matched to certain types of drivers. I imagine if you and I went on a road trip, we would each be a little put off by the others' driving style. It's easy for me to surrender control to another human, but I do get deeply annoyed when my car doesn't behave the way I want it to, even if it is still perfectly safe.
    1
  18156. It's not limited to the US, unfortunately.
    1
  18157. Thank you very much!
    1
  18158. They didn't forget. If you drain from dirt, you drain the dirt itself, which would erode the site and silt-up the pipes. I did a whole segment on it on the June 7th update: https://www.youtube.com/watch?v=xFY8ik6PF8U
    1
  18159. Your nuggets of wisdom are buried beneath the mountain of manure. You gotta do better.
    1
  18160. Because you can't. You'd have to change everything. It would be a different car.
    1
  18161. According to the UAW there are 400k active members, and 580k retired members across the US, Canada, and Puerto Rico, with more retiring every day. Very few defined benefit programs remain outside of government agencies because they are not sustainable. Even the military has moved to defined contribution because having an entire 2nd or 3rd set of paychecks to cover is too much money.
    1
  18162. Thanks for your comment and your understanding. I use the same thumbnails and titles, with one labeled LIVESTREAM and the other labeled CONDENSED FROM THE 2ND CHANNEL, and in the first 30-seconds explain that it's coming out in 2 versions, and which version is being watched at the time. I'm not sure what more I could to to clarify, but if you have suggestions I'm happy to hear them. The reason for the second channel is that there are community members who prefer being able to ask questions and interact, while others just want to get right to the meat of it.
    1
  18163. A mostly good change isn't always perfect for everyone. Most people do fine without a headphone jack, but some people need one. I've used mine for a lavalier mic. The dongle fixes that for those who need it. This is a similar solution. It's easy to agree it's a generally good move while acknowledging this is a clever add on.
    1
  18164. People have been burned on that strategy before.
    1
  18165. Saw that. Sucks.
    1
  18166. Pants go on the legs. I feel like I shouldn't have to say that, but here we are, and I similarly worry if you weren't told that you need to close your mouth in the shower, you might drown. If an evil cabal ever comes along, they will NOT choreograph their movements in transparent ways.
    1
  18167. Couldn't agree more.
    1
  18168. What does that mean?
    1
  18169. Agree completely.
    1
  18170. I get that you're trying to be funny, but lordy you're dreadful at it. Vaccines work, Nio is in serious trouble, and you need to get back on your meds.
    1
  18171. Stressful is one way to put it.
    1
  18172. You okay there?
    1
  18173. Gotta keep the picture complete.
    1
  18174. Which direction or outcome is "against" in this application of a catch phrase?
    1
  18175. This is exactly right. Ford, Rivian, Tesla, and really ANYONE building an electric pickup will almost surely be able to sell every last unit they produce for at least the first few years. That's a good thing! No single truck can be all things to all people and until there are a handful of competing models available to compare, it's difficult (impossible?) to know which one will most capably meet your individual needs.
    1
  18176. These are the stages of grief. When you get to bargaining, it will start to feel a bit more real. I'm sorry for these workers. They're being used as pawns by the UAW in a last, desperate attempt to remain powerful.
    1
  18177. Juicy!
    1
  18178. Thank you!
    1
  18179. Seems like it would add a lot of weight and complexity.
    1
  18180. Thank you! 🤗
    1
  18181. That's a reasonable point.
    1
  18182. 23% before taxes, so likely more like 18%.
    1
  18183. #7.
    1
  18184. All Roth.
    1
  18185. When I host a panel and turn it over to questions, I stipulate two rules. 1) It must be under two sentences, and 2) it must end with a question mark. This prevents people soapboxing and wasting endless audience time.
    1
  18186. What is the chemistry issue?
    1
  18187. I've talked with an awful lot of employees at a number of the factories, and I've yet to hear anything negative about him personally. Very few of them have even met him. Employees come in knowing the fast pace and high expectations, and only the most driven and ambitious folks wind up getting the job. If I was in my 20s, I'd be hell-bent on getting hired at one of his companies. The high expectations are because they're trying to do huge things, and there's satisfaction and meaning in being part of something so much bigger than yourself. It's the same reason people do a lot of jobs I could never handle, like social work or pediatric oncology. Those people are called to fields where they can make the most impact.
    1
  18188. Better already, but still getting cleaner.
    1
  18189. Didn't know that. That would have been a tricky situation to navigate.
    1
  18190. Hello 👋
    1
  18191. You don't want to be in a position where you give it away, and definitely not where you're paying people to take it. It's not likely to be a lasting situation.
    1
  18192. You're alone. That's okay.
    1
  18193. Do you really not know how the stock market works? It's down because analysts wanted a timeline and got a vision board.
    1
  18194. I bet they're wishing that now.
    1
  18195. I just used Western Europe, but you're right. That easily bumps the number up SUBSTANTIALLY.
    1
  18196. Much appreciated!
    1
  18197. It's disappointing that this series isn't very popular. It's research I already do anyhow, and it's important to understanding the industry landscape, but man is it tough to justify. I plan to finish out the 2nd round, but I'm just not sure about doing it again.
    1
  18198. New Chinese cars are safe than old Chinese cars, and EVs are safer than gas cars. Maximum safety is in mass transit.
    1
  18199. Not just compelling, but margin positive on a per unit basis.
    1
  18200. The channel was hacked on Monday. The restoration process pushed the thousands of videos published back out as brand new. Apologies for the chaos, it wasn't intentional.
    1
  18201. Probably losing value based more on the brand than the drivetrain. It's not uncommon for high end vehicles to have a steep depreciation curve.
    1
  18202. That's not why.
    1
  18203. You're bad at this.
    1
  18204. Phil Connors maybe?
    1
  18205. That's not what gaslighting in. Do better.
    1
  18206. NASA believes that objects at this altitude are extremely unlikely to pose a threat. I'm inclined to trust their judgement. https://www.nasa.gov/news/debris_faq.html
    1
  18207. Anyone can sue for any reason, but I don't think that would get very far.
    1
  18208. I hope not as well, but we'll see how it goes.
    1
  18209. Looks like wer got our answer. Jeff saw them attached in today's video.
    1
  18210. And it is much appreciated. ;)
    1
  18211. Noted, thanks!
    1
  18212. I know a guy who is having trouble with exactly that. Collision in December, took until March, wasn't done right. Very frustrating.
    1
  18213. Seems unlikely.
    1
  18214. It's been a long wait!
    1
  18215. Chinese brands didn't make the top ten, unless you count Tesla's Model 3.
    1
  18216. No problem!
    1
  18217. I talk about that pretty regularly. I can't mention everything in every video.
    1
  18218. Exactly. If it was remotely in budget, and fit my family, I'd have an order in today.
    1
  18219. It does check a lot of boxes.
    1
  18220. It doesn't. That's the full transmission loss.
    1
  18221. I appreciate that!
    1
  18222. They've been very quiet.
    1
  18223. Tim Cook would have said a factory in Texas was a mistake too.
    1
  18224. Never actually been in a Model 3... nor S, nor X. Only Model Ys. Changing times, I guess.
    1
  18225. I hope that came through to the majority. If you don't know my name is Brian White, the contrast to Brian Wang doesn't quite make sense.
    1
  18226. That's my thinking as well.
    1
  18227. How many of those reach international markets? Sony made the best snap-fit entertainment center I ever owned. Tight tolerances, flawless fit, but... did that expand their market?
    1
  18228. Wow, thanks
    1
  18229. Where do you live? I'd love to let you come out and drive my car and see if you still feel that way.
    1
  18230. In theory, Ford makes affordable trucks. Not under $30k though, not new anyhow. The problem is those trucks kind of don't exist, and the ones you find on the lot have a variety of features added on that you have no choice but to pay for. If you look at the Ford "Build & Price" page you'll see only 2 of the 8 models of F-150 start under $57k, and all of them go up quickly once you start adding options. Then comes the dealer markup and all the other dealer nonsense. There may be a few pockets nationwide where these don't exist, but Bear has bought dozens of cars this year all over the country, and markups are still standard practice.
    1
  18231. I don't know enough about Palantir. That's precisely why I'm considering selling it.
    1
  18232. Pure poetry!
    1
  18233. A lot of people think once Berlin & Texas are complete, they'll just start massive expansions in one or both of those. If that's the case, do you think the next factories in additional locations will be announced once those are complete?
    1
  18234. The difference is the lack of political will, sadly.
    1
  18235. Totally agree.
    1
  18236. Well I'm just glad you're here boosting this kind of content.
    1
  18237. I didn't have the worst childhood, but I can say with sincerity the only two things my mother ever gave me were grief and asthma.
    1
  18238. You're welcome!
    1
  18239. @LanceyKersti The union only represents the workers. They can't negotiate CEO pay. The vast majority of CEO pay is in the form of stock compensation, which is a non-cash expense. That can be paid out even when there is no cash because it doesn't require real dollars to pay it. The union is not asking for workers to be paid with stock.
    1
  18240. Interesting!
    1
  18241. Holy smokes, I had no idea Faraday was still publicly traded! Boy, that one sure takes me back.
    1
  18242. Very interesting.
    1
  18243. Thank you kindly!
    1
  18244. It's included at the end of the video
    1
  18245. It's a dead end and anyone who tells you otherwise hasn't crunched the numbers.
    1
  18246. Surely not with a hybrid.
    1
  18247. Laces out, Dan.
    1
  18248. Good pass borders in the traditional way.
    1
  18249. Thanks so much! I'll get traction one of these days. ;)
    1
  18250. Thanks for the kind words! It's great that you enjoy it even when we're just riffing on the news.
    1
  18251. Would surely seem so.
    1
  18252. Thank you so much!
    1
  18253. Next time! I'd do it all again in a heartbeat even if I knew I wouldn't get in.
    1
  18254. Never been to Nanaimo, but growing up halfway between Seattle and Everett, we'd get TV commercials for carpet stores and what not that would list all their locations including exotic places, now open in Burnaby and Nanaimo!
    1
  18255. Oh okay. Then I have a factory too.
    1
  18256. Thank you so much!
    1
  18257. The tariffs would be challenging.
    1
  18258. This is what I've seen as well. I have a friend who is a programmer at Google, and he briefly feared he'd be out of a job. It's very good at spitting out code, but making it what the human wants still requires the human touch.
    1
  18259. Ha ha!
    1
  18260. Someone had to.
    1
  18261. This video is almost a year old. You should have believed me. Everything I said was true, and now it's all public knowledge.
    1
  18262. @rogerstarkey5390 Yes! But Ford & BYD's partnership is only for commercial vehicles.
    1
  18263. Both are correct. Their marketing in Europe goes with "ex pang" so I'm happy to accept that pronunciation, even though in China it's "shau pung". They don't have active marketing in the US, so I'd say that both are acceptable here.
    1
  18264. There's no basis for a lawsuit. The only people saying otherwise are not lawyers, and some I've seen surely know they're lying. Professional content creators typically know what's legally defensible, and Rober stayed well within his rights.
    1
  18265. I gotta say, I was tempted to use that ultra-clickbait thumbnail I showed later in the video just to prove a point, but I just can't do that to my viewers. Maybe the joke would land in an appropriate topic in the future.
    1
  18266. Because it's data. The very nature of data is that you can validate it.
    1
  18267. There's no science. If there was they wouldn't require attendants. They pay more in tech salaries than the charging fees generate.
    1
  18268. The truly angry replies come in two varieties. One is that I'm simply wrong, stupid, and apparently hate Elon... um... okay? The second is to offer as-yet non-existent solutions that would address one or two sub-elements, while ignoring the rest. If even one of the elements of the mission isn't well beyond 99% effective and reliable, humans are unlikely to go. Robots, sure, but not humans.
    1
  18269. I can say with confidence I've never bought a car because of a commercial.
    1
  18270. A proper giggle right there, but the garbage appears to only be on the lower end models. And by lower end, I mean low even by their standards.
    1
  18271. I wouldn't buy a camper myself, but it's a big business, and $24k is right in the mix.
    1
  18272. Maybe so. Modern EV batteries seem to have a lifespan on par with a gasoline engine, which is similarly prohibitively expensive to replace, but I'm not sure buyers know that yet.
    1
  18273. I suspect it has to convert from a reservation to a configuration. The numbers only count those who have actually configured their trucks.
    1
  18274. China just watched Russia's economic implosion. They're not interested in participating in that. Letting Russia bone themselves has been a huge benefit to China, who now gets cheaper oil and gas, among other things.
    1
  18275. Lol. The entire world has already decided. Gas cars are the dead man walking.
    1
  18276. Bro.
    1
  18277. Thank you! Cheers!
    1
  18278. Thanks! Have another one coming out in the next day predicting the completion date of Giga Texas. Love to hear what you think of it.
    1
  18279. Is it not already? ;)
    1
  18280. Oh that's a funny idea, but yeah, you absolutely could.
    1
  18281. Ah, so they sold their own plans, accidents happened, and Hertz hadn't fully done the math... CLASSIC!
    1
  18282. I suspect that would close different doors.
    1
  18283. The more I look at it, the more it seems you may be right. There's a rumor the 9k is firing up for the first time this week, so hopefully we'll see something more definitive before too long.
    1
  18284.  @andrewsaint6581  The story of how they pulled off that demo is insane. It was very close to vaporware.
    1
  18285. Even the longest ones would likely be cost effective. $50-80 in juice is still a lot cheaper than paying a car hauler. You'd just need to set the warranty to add those extra miles onto the back end.
    1
  18286. I think your take is reasonable.
    1
  18287. Campy, I know. ;)
    1
  18288. It was current when published. Gotta turn on the bell notification if you want your news when it's fresh.
    1
  18289. And what happens when you're wrong?
    1
  18290. Most professions do, no?
    1
  18291. I imagine Aston Martin's options are limited, and they know they lack the funding to go it alone. Lucid's performance specs are fantastic, and AM isn't exactly known for its low cost of repairs.
    1
  18292. Doesn't look that way to me. Too early in the quarter to know. They likely exported heavily in the start, and Lunar New Year interrupts the flow. Wait until the 2nd or 3rd week of March to see a more complete picture.
    1
  18293. Really isn't. They chase clicks and there's vastly more interest in negative Tesla stories than positive ones.
    1
  18294. I probably taught him. 🤔
    1
  18295. Glad you liked it. I think they're the best for viewers, but YouTube really doesn't like to show videos of this length. It's odd and frustrating.
    1
  18296. The good news is that you won't need one, since this beast is rust-proof.
    1
  18297. 🙁
    1
  18298. Awesome! Thank you!
    1
  18299. Lucid Sapphire doesn't exist. Until customers can buy it, it remains a prototype. It appears they haven't managed to solve some reliability issues that would allow them to sell it in ways that won't result in problems. The Lucid having more range than Tesla's 2nd worst selling car for $30,000 more is not sufficient to save them. They need to change course, and quickly.
    1
  18300. No one is required to live there.😉 California is allowed to set their own requirements. Federal intervention can't stop that, so it's beyond the scope of the hearing.
    1
  18301. You bet!
    1
  18302. Where are you driving in Hawaii that's 500 miles away?
    1
  18303. I never understand car ads that don't even show cars.
    1
  18304. Ambitious!
    1
  18305. Absolutely true
    1
  18306. Sounds great!
    1
  18307. Most cars still have v11. I agree it's ridiculous it hasn't been updated to v12. Yesterday's video compared the same route on v11 vs v12 in a place where it performed better.
    1
  18308. What people say they want and what people actually buy are not often the same thing. Lots of people claim to want a low performance, affordable, compact, but whenever those come to the market, they don't move.
    1
  18309. You do know that those words already have established definitions, right?
    1
  18310. Fingers crossed! Lemme just check my email again... not yet. The magic continues!
    1
  18311. I'm just surprised Faraday still exists.
    1
  18312. Trains are great when the population density is sufficiently high. Places like Vegas would never see enough utilization to justify the vastly higher cost. Also it's an ideal city for point-to-point transit, rather than having to know which trains go where, how many stops, and drunk people dealing with transfers.
    1
  18313. I believe that question will be answered on 10/10.
    1
  18314. The range is determined a lot less by weight than aero drag, especially at highway speeds.
    1
  18315. They've been trying this, but the problem is you're trying to hit a moving target. It takes years to learn those lessons and get them into production. That's why the MachE is barely as good as a day-one Model Y.
    1
  18316. I choose to take this as a compliment.
    1
  18317. It's pretty unique. I suspect if YouTube had existed the way it does today when Apple had their renaissance it would have had similar coverage. The brand enthusiasm is pretty far above the norm.
    1
  18318. You are very welcome!
    1
  18319. Cans are the cheapest part. Considering they're making around 10 million a month, that's hundreds of thousands per day. I'd be awfully curious to know the scrap rate though.
    1
  18320. Yep. That was the NV91 that was cancelled in April. They could restart the program, but it would be a substantially different car.
    1
  18321. Industry gets first dibs on power during times of under-production. I worked for a company that had an "office" in India, but it was in a residential neighborhood rather than an industrial park. While he was subject to periodic blackouts, the big factories, banks, and call centers kept humming along like nothing was amiss. I can't speak to construction timelines, and I imagine you're exaggerating for comedic effect, but I'm confident they have a handle on managing expectations to keep on schedule.
    1
  18322. Designs are easy. The critical element missing is designing something that can be mass produced in a way that's affordable and reliable, and that's not among their core competencies.
    1
  18323. Well would you look at that. That's pretty funny. Must be the accent. ;)
    1
  18324. Certainly does some hard stops from time to time.
    1
  18325. I really think so.
    1
  18326. Texas is not in an earthquake zone. It's the Pacific Rim that really has to worry about that. American building codes are among the strictest in the world. I've owned 3 homes along the American side of the pacific rim built before earthquakes were even considered (think 1900-1918) and all of them endured 3-4 earthquakes without issue because they were already otherwise built to high standards.
    1
  18327. As long as you haven't ordered it, you can use it. https://www.tesla.com/referral/brian684642
    1
  18328. Awesome, thank you!
    1
  18329. Naw, these publications have done this too many times. We're easily past a dozen such instances of shouting bad news from the mountain top, then waiting six months to whisper a retraction. The do not get the benefit of the doubt. It's time for them to earn back the trust of their readers.
    1
  18330. Tough to say. In China they've put a cover over the wheel to prevent interference.
    1
  18331. Yep. Likely true.
    1
  18332. Thank you kindly!
    1
  18333. Awesome, thank you!
    1
  18334. I'm not familiar with that.
    1
  18335. I know, right?
    1
  18336. Yes, but not by Tesla. Other manufacturers have been building new factories there.
    1
  18337. Maybe.
    1
  18338. Cabin camera doesn't leave the car.
    1
  18339. It's documented. That isn't the part that's in question.
    1
  18340. Seems premature, and like a bad idea in terms of attracting new advertisers. If their reputation for stopping ads is advocating consumer punish them for it, they just won't start advertising in the first place. Their concerns are not without merit. We know a big chunk of the moderation team has been let go, but we don't yet know what "absolute free speech" actually means. Big companies require confidence that their ads are not going to be placed alongside messages that run contrary to their image. If I was advertising on a website and they decided they're going to start running only pro-gasoline content, I'd pull my ads. If they decide they're no longer going to moderate their comment section, and it results in abuse in harassment of me as an advertiser, I'm going to pull my ads. If leaks inside the company say this is coming, and I ask them for assurances that these changes aren't coming, but they refuse, what should I do? I don't believe a hellstorm is coming, but that uncertainty is enough to make advertisers hesitant. They're not under any obligation to continue advertising. What I think we'll see in a month or two is a big improvement to Twitter, without all the predicted doom and gloom materializing. This will mean more eyeballs, more engagement, and higher quality overall. Advertisers go wherever the customer is. They'll be back.
    1
  18341. It's for the greatest good, and you are appreciated.
    1
  18342. You said you were leaving two months ago. I still don't believe you. Not sure what you mean by a troll. I don't fit the literal bridge goblin definition, and I know because I double checked. Internet troll? That doesn't describe forward looking predictions about what will be in Master Plan 3, and based on what little we've learned since then, I was more accurate than the bigger analysts. That's kinda my jam. Your pattern of engagement looks like a near-perfect depiction of a troll by that definition, though you aren't very good at it. Trolling used to be an art form. Subtlety and believability are the cornerstones of a quality troll. Your comments are just threadsharting. But you keep leaving comments, which YouTube counts in deciding how many more people to show these too, so I thank you for that. You just need better material. You'll find your voice, I believe in you.
    1
  18343. You were doing so good in the first half, why'd you have to faceplant like that on the dismount?
    1
  18344.  @skellington2000  You'd put plastic on the front to peel off, and if the warranty only starts ticking at whatever mileage it's delivered at, I'm not sure how many people would mind.
    1
  18345. There's a channel with a Chinese name that's been flying recently, but if you just search "Tesla Fremont Drone" you'll find a few different pilots.
    1
  18346. Took me a second.
    1
  18347. Debt comes in a very wide variety of types, from crippling like startups often have all the way to "better than cash" like Walmart uses. This evaluation would be difficult to compile since every company typically has a variety of types. That's why the far simpler "cash on hand" metric was used.
    1
  18348. Did you even watch the video?
    1
  18349. If your suggestion is that I miss by 4 years on my forecasts, I have some bad news for you.
    1
  18350. I look at it the other way. Even with all the negative space, it will be the largest rooftop array Tesla has, and bigger than all the other factories they have combined. Considering how limited the solar arrays are on their other factories, I don't think they ever planned to cover even this much of the roof. I consider it a win. Though I'll point out that their renders made it look very neat and tidy, while the logo in practice is going to require a little bit of squinting to actually make out.
    1
  18351. Gotta look out for our community.
    1
  18352. Thanks for watching!
    1
  18353. Everyone copies everything, by that definition.
    1
  18354. You're welcome!
    1
  18355.  @pgrts  I don't know if there would be enough material where the two halves meet to ensure structural integrity, but they can make both castings on the single GigaPress, they would just need to swap out the dies, which is a bit of a hassle. Considering the starting ramp is likely to move slowly, they'd have no problem keeping up while adding this step.
    1
  18356. I'll pass on that. If it's needed to restore movement, we'll talk, but as a fun accessory, that's gonna be a no from me.
    1
  18357. Sir, this is a Wendy's.
    1
  18358. Appreciate that! I'm thinking of moving the Friday livestream, and Tuesday podcast to a 2nd channel (since YouTube seems to be punishing me for poor performance,) but I'd still keep the recap on the main channel.
    1
  18359. He's a very sharp guy, so I'm always happy to have him on as a guest.
    1
  18360. That was pretty out there
    1
  18361. Because we don't have EV trucks yet. I agree that it's not the long term solution.
    1
  18362. I've read they keep getting bigger and bigger. Does this match your experience?
    1
  18363. Could be, because you're right that it isn't much material.
    1
  18364. Interesting!
    1
  18365. We got it wrong.
    1
  18366. Possible, perhaps, but shareholders take that risk into consideration.
    1
  18367. Mucho appreciato!
    1
  18368. Didn't get as much love as I hoped.
    1
  18369. Then you are a genuine idiot. Read through the rest of the comments dummy.
    1
  18370. I have a video that addresses this coming up in the coming week, along with a number of other concerns raised in the comments here (and elsewhere.)
    1
  18371. What line of work are you in that you're doing 60-70,000+ miles a year?
    1
  18372.  @coachwarrenraven  NYC taxis average 180 miles a day, and they're switching to Tesla because it's cutting their energy cost by half, and they still have hours of off-peak time. Maybe this can work for you in your market, but if not, it's understandable.
    1
  18373. It's not my thing, but apparently it was discussed. 🤔
    1
  18374. I'd rather not get hit by any car, obviously, so that's why it's ideal to have cars with auto-braking like Tesla and others.
    1
  18375. The trend we're seeing doesn't support that conclusion.
    1
  18376. Zoom out. Since we know it's going to happen, let's find the solutions now and work on getting them in front of the right people.
    1
  18377. No problemo!
    1
  18378. I think it's reasonable to believe Ford's truck will come out in 2H 2022 as expected, and if not, be delayed until early 2023 at worst. My concern there is that I'm not convinced they'll be willing or able to build it in sufficiently serious volume to make a real difference. CyberTruck has its own obstacles, and there's a new wrinkle I found this week I'll be talking about soon, I hope. I'm scripting it now but the research is burying me.
    1
  18379. Sure thing! These are fun, and this was the exact right crowd.
    1
  18380. Turns out you were correct.
    1
  18381. Indeed. I've been adding moderators, but they swoop in all at once with hundreds of comments in a matter of minutes. They know how the moderation tools work, so they have no issue circumventing them.
    1
  18382. The problem with the negotiation is that Shawn Fain started so unrealistically high that it's unclear what the actual objectives are. If they got all their demands, it would definitely be too high. That would bankrupt the companies. 40-46% increase, OT starting at 32 hours, 8-hours off paid each week, plus defined benefit pension would be sustainable for, what, maybe a year or two? The underlying problem is that they only make a profit on gas cars, and those are being phased out worldwide. Unless they find a way to command a significant margin on EVs, there's no profit at all. Everyone is angry that Mary is paid with stock, but the union isn't asking for their members to get stock. When I've asked union workers why, they've told me it's too uncertain and they need a guaranteed check. I get that, but what are they really negotiating?
    1
  18383. Electric cars haven't really been a thing for 20 years yet, and still you can find a ton of used Leafs well under $10,000, and they're going to save your a bucket of cash every time you don't have to put gas in it. Every used car starts as a new car. Until these have been around a while, they can't be old enough to meet your criteria because that's how time works. Don't be mad that 2nd hand EVs that meet your needs are still expensive. Be mad that none of the car companies bothered to make them until extremely recently. That is not a good enough reason to stand in the way of improvement.
    1
  18384. Not a chance.
    1
  18385. YouTube does that sometimes. It's frustrating.
    1
  18386. Nice.
    1
  18387. You seem very concerned. The list isn't ideal though. It supposed consumers have a way to know or care about 48v.
    1
  18388. 215/60-18 in the front, 225/60-21 in the back I think. It's shown in the video linked in the description.
    1
  18389. Far be it from me to tell you what to do with your money, but I've yet to call a loser and not see it go horribly wrong. But sure, maybe this will be the first time I'm wrong. It won't. They're missing literally every piece of the puzzle with no roadmap to finding them, let alone getting them together, but sure.
    1
  18390. 1mi is about right. It was 9m square feet before they started the expansion.
    1
  18391. But they DON'T crash more, that's the point. The study uses junk data, as shown by the fact that literally no other "study" has reached the same conclusion.
    1
  18392. Well, it does have a washer, so that's encouraging.
    1
  18393. I fear you are correct. The cost disadvantage to the Bolt was that it was engineered and largely built by LG, since it was their battery know-how that made it work. There's an added cost there, but I can't see it being enough to actually price it appropriately AND move units at a positive margin. Lots of people saying "But they'll have a $30k model next year!" that is the same size as a MachE or Model Y... no they won't. They can't build that car at anywhere close to that price.
    1
  18394. Cars? Quite high
    1
  18395. Very fair point.
    1
  18396. Doesn't seem to be yet.
    1
  18397. Don't tell the ding-dongs who didn't watch the video. They've got some very strange conclusions. The sort of thing you could only goof up by not watching the video before commenting.
    1
  18398. Could be, though I suspect the expansion is too small, and I'm not sure how much cash they want to invest in a building they would only use for limited-scale testing.
    1
  18399. Appreciate you.
    1
  18400. Correct, correct, and (checks notes) correct.
    1
  18401. Mark is a fantastic guest. He's very sharp and there are no questions he's not prepared for.
    1
  18402. This is exactly what it feels like.
    1
  18403. Well said!
    1
  18404. Hoo boy. I've got some bad news for you.
    1
  18405. Wow, thanks! We do have fun. Working with Randy never feels like work.
    1
  18406. I appreciate that!
    1
  18407. Interesting.
    1
  18408. I'll work on it.
    1
  18409. Wow man, what a day. Thank you!
    1
  18410. It may be the last thing YOU care about, but for those convinced it's just a matter of time, and that time is drawing near, it's a big deal. Whoever truly cracks Levels 4/5 autonomy is going to see a trillion dollars added to their market cap in short order.
    1
  18411. Noted!
    1
  18412. I've made at least a half dozen videos covering this, but I can address it again I guess.
    1
  18413. Not likely. I worked in a plating plant twice. Once in the 90s, and once in the early 2000s. Anodize scratches VERY easily, and unless it's black, it's nearly impossible to touch up. We used sharpie on black items, but for any other color, a scratch meant we had to acid strip it and redo it. Anodize is a fragile coating.
    1
  18414. Wow!
    1
  18415. They aren't authorized to. That's standard practice for Fortune 500 companies. Go into McDonald's and ask the manager to answer press questions and you'll see. That's the normal practice.
    1
  18416. Awesome! Thank you so much for the kind words and I hope to see more of your thoughts on future videos!
    1
  18417. Wait until you hear the things the US and Europe have done.
    1
  18418. Appreciate you my friend!
    1
  18419. There are a lot of people who just don't see it that way. I don't get it, myself.
    1
  18420. Very much so.
    1
  18421. Wow, thank you so much!
    1
  18422. Tesla's market cap in 2012 was HALF of what Nikola's is today. They'd already sold thousands of cars, had moved into the NUMMI plant, and were producing the Model S. Nikola is not in that place. It's not even close to that place. They don't even aspire to mass production anymore. They want to be a niche coach builder. Many investors still misunderstand their value proposition, mistaking it for what Trevor Milton promised rather than what the current board is actually working toward.
    1
  18423.  @robertn2951  the heck are you talking about? Nikola isn't doing batteries. They're the world's first hydrogen provider... might want to look into them. Even they can't keep the story straight.
    1
  18424.  @robertn2951  no. That's not what Nikola is about. They provide end to end power solutions with Hydrogen. That's what they're selling. Tons of companies are already ahead of them on battery semis. You should look into Nikola to better understand the business model. Buy a semi, free hydrogen for life. That's what they promise.
    1
  18425. Glad you think so!
    1
  18426. Production did start I'm Q4. That's not up for debate. You'll get through this.
    1
  18427. Oh, I wasn't trying to bring the best, but rather the worst.
    1
  18428. I knew going into it that he wasn't a professional speaker. I still found him interesting.
    1
  18429. So when do you think it will be completed, or at least complete enough to start producing vehicles?
    1
  18430. Definitely so in some states. Unclear in other areas due to lack of mandatory reporting.
    1
  18431. Maybe not you or me, but plenty want to know.
    1
  18432. I'm data driven. Pretending common sense is either common or sensible is the opposite of data.
    1
  18433. They already did. Everything is verified by the province before the rebates are issued.
    1
  18434. Never going to happen.
    1
  18435. Do you support increased oil and gas subsidies?
    1
  18436. Tiki Tok is banned on government devices. I'd say that's a lot more restrictive than X.
    1
  18437. Is that what happened?
    1
  18438. They have both. Generators can't spin up quickly enough, and batteries don't last long enough. Megapack will replace the battery portion.
    1
  18439. I've got another batch of those in the works. ;)
    1
  18440. There are a bunch of ways this could be handled better.
    1
  18441. Hatchbacks have them because the steep angle makes the airflow accumulate water rather than remove it.
    1
  18442. I agree that PR has value, but it's a billionaire stock either way, and that was true when they had a normal PR approach.
    1
  18443. Thank you so much 😀
    1
  18444. I've only had that experience with GM, and only some of them. Most have been fine, and the other brands I've owned were flawless.
    1
  18445. Same thought. Can't see a reason why not.
    1
  18446. That was the folly of the fossil fuel guys. If they'd gone hard on hydrogen funding 10-20 years earlier, they could have prolonged their industry's demise by a fair amount of time. They took the cheap and easy route instead. Short term profits won out and BEVs caught up and moved ahead quicker than they anticipated.
    1
  18447. Neither are you, but we still love you.
    1
  18448. They're targeting 60k GBP, but with a model this early, it's anyone's guess.
    1
  18449. Does not appear so.
    1
  18450. Fingers crossed!
    1
  18451. Thank you kindly!
    1
  18452. You got that right!
    1
  18453. Haven't heard that. It is meant to double in size once Phase 1 is complete, but who knows for sure.
    1
  18454. Jack is sharp, but all the people on their very small crew are EV folks through and through. They know their products, and the hybrid part gives me confidence they aren't just pushing people into cars that won't fit their use cases.
    1
  18455. We knew it was going to be built in Texas, so I'm not sure how many people thought it would arrive before the factory was finished. My understanding is that the demand for Model Y exceeded their highest estimates, so rather than launching Giga Texas with the CyberTruck, they got the Y line running first.
    1
  18456. Oof. First video here you've ever seen I guess. Presumptuous, wrong, and rude about it to boot. Quite the charming combo.
    1
  18457. European Union doesn't seem to think so. They've set explicit guidelines for certification.
    1
  18458. Blockbuster had it's best year ever before faltering and going bankrupt. These things happen. The trend is already obvious. Investors in anyone who isn't on board should be deeply troubled. You don't sound like an investor, so just do whatever makes you happy, I guess.
    1
  18459. I find the "do no wrong" ultra-bulls entertaining, and they're still more accurate than the "do not right" ultra-bears, but an honest perspective is more valuable than anything. When there are problems, we all need to know what they are.
    1
  18460. New York almost never has progress that's visible from the air. Nevada still appears to be on hold. The drone pilot I've been talking to said he's waiting for actual approval before flying because the property is large enough that he can't effectively cover it from the air above the perimeter.
    1
  18461. F-150 or the electric version?
    1
  18462. It only looks like a monopoly in the US. In Europe and China (the other two mega-markets) Tesla is only one of many players.
    1
  18463. Maybe.
    1
  18464. That's not scientific. I don't look left because there's a giant light there. Is that proof of my honesty?
    1
  18465. Forgot your pills?
    1
  18466. But SpaceX gets very fair coverage, and GM gets terrible coverage despite spending a billion a year.
    1
  18467. @ramonhurt69 You can't reach a high quality conclusion when your understanding of what happened is so entirely flawed.
    1
  18468. Smoke that thick?
    1
  18469. Do lorries work on those roads?
    1
  18470. Every time it's spotted in public, people see it for the first time. I can't believe it either, but it's still more the norm than the exception.
    1
  18471. While I think some of the metrics may be overstated, as discussed, even if you dial them each back by 10-20%, it's still a clear winner overall.
    1
  18472. My kids have no interest after some of his online behavior. He's free to speak freely, and they're free to say some of the things he says are beyond what they can accept.
    1
  18473. Your own turbine, wow!
    1
  18474. Absolutely!
    1
  18475. So another 3-4 months is your prediction? I would say that's definitely a safe estimate, though I think it's going to be sooner. The factory is likely to appear complete in every regard in October. 43% of the factory already has walls, and it doesn't take 43% of a space this big to produce Model Y. I believe the experts installing the BIW & GA equipment now will be finished fairly soon, and will immediately switch over to installing the equipment for CyberTruck.
    1
  18476. I have confidence they will survive long enough to reach those obstacles. Getting past them, like you said, is going to be a whole lot harder.
    1
  18477. Because you can't book the revenue without delivering the product.
    1
  18478. Thank you for that John. :)
    1
  18479. Not much, as of today. Hydrogen is fickle and fiddly, and there are a lot of unavoidable efficiency losses. If you use hydrogen made from fossil fuels (which the overwhelming majority of hydrogen is,) you're not nearly as green as you'd like to be. If you're using green hydrogen (made from splitting it out of water,) the energy cost is massive. Fossil fuel companies are still pushing hydrogen because it's a product they can sell, but it looks like a dead end in terms of the sheer economic physics of it.
    1
  18480. I think of Randy not as this or that, but a whole.
    1
  18481. Appreciate the kind words! Whenever I get access, I bring the heat. Now we just need to work on getting me better access.
    1
  18482. 5 and 7 doesn't do it for me. 4 and 8 will, but it's not a comfortable position for very long. I just mix it up.
    1
  18483. Lots of drivers don't mind compromise.
    1
  18484. Demonstrably false. He's crippling agencies and incentivizing the best people to leave and never look back.
    1
  18485. You assume other YouTubers actually watch my content. A handful do, but I'm always surprised by it.
    1
  18486. Glad you enjoyed it!
    1
  18487. Understandable, but only if you slept through the whole thing.
    1
  18488. Is it?
    1
  18489. When this was published, it was the only option on their website, and there were no apparent sales. You can also check the date.
    1
  18490. I already did.
    1
  18491. Absolutely.
    1
  18492. Much appreciated!
    1
  18493. Apparently they are very similar in size and height as other vehicles which have used this approach.
    1
  18494. I've never had this feature, but I imagine it would be hugely helpful in terms of parking. I never know how close I am to the curb in front of me (2016 minivan), and I routinely ask my wife to check if I'm close enough to the curb on the passenger side.
    1
  18495. I'm not familiar with any EV "bait". The CEOs are still secure in their jobs, not because the boards are in their pockets, but because they're doing what the board wants them to.
    1
  18496. It's not impossible, but the energy density is too low to get the expected 500 miles range without adding significant weight. This means they could do a 300-350 mile version with LFP, or just wait for the tech to catch up, which it likely will.
    1
  18497. I don't have a "when" on my Optimus prediction. It will happen, I just don't have a timeline expectation.
    1
  18498. 23 gallon tank on the F-150, 6lbs/gallon, that's 138 pounds (62.6kg). 2-3% difference in total weight.
    1
  18499. This has to be satire. Right? Chips are EFFORTLESS to get compare to batteries.
    1
  18500.  @adamsensabaugh1417  Can't tell if you're being serious, but chips are effortless compared to batteries. If they can't keep a suitcase worth of chips flowing, they're going to be destroyed when they try to get fifty trainloads of batteries while competing against literally every car maker on the planet. Chips are churned out like like popcorn compared to batteries. Chips contain mere milligrams of elements in short supply, while batteries contain 1000x as much. The equipment is every bit as complicated, and the ingredients will remain in limited supply for a decade at least. Tesla invested billions in battery production many years ago, and even they still can't meet demand while also buying from LG, CATL, and others. You, me, or GM can order ONE battery no problem. If we need billions of them, well, we've got a problem. Not you and me, really, but Ford, VW, and GM. They have a problem.
    1
  18501. Thanks for the info!
    1
  18502. I still believed it until a few years ago when I saw a story about the declining population in Japan. Struck me as odd, but it went on to explain that birth rates were below replacement in every developed nation. Like you said, the entirety of population growth was in the developing world. Having kids isn't only expensive, but it's hard. Programs that used to subsidize child care have been whittled away making responsible couples have to choose to have one parent stay home, but the other job often doesn't provide the sort of income you'd need to afford such a decision. My buddy got work as a union welder straight out of high school, and by the time he was 21 had already bought his own house. I don't know how many of those jobs are still around, but even by the 90s the race to the bottom was well underway. Wages have dramatically improved in the past two years, but it's going to take ages to internalize this reality and rethink the generations of philosophy that led us here. I don't think people are going to change their minds on this without a massive initiative with long-term guarantees of support... which also isn't going to happen.
    1
  18503. Hey, thanks!
    1
  18504. Comparing insurance on a Prius vs a Model S is difficult because they are not comparable cars. They're not in the same class. They're not even in adjacent classes. San Diego is showing average gas price of $4.95. Even if you're paying that super-peak rate of $0.475/kWh exclusively at public chargers, you will enjoy a gas savings of $5,109 on a Model 3 over the course of 100,000 miles. Switching to Model S, the miles/kWh shows a range of 2.6-3.6 (your S75 shows 2.94, so we'll use that,) but we also need to change which gas cars we're comparing it to. S500 is rated at 24mpg combined (not bad considering its size, weight, and performance) and we come out to a $4,475 savings. That's on your much older vehicle, not the newer, more efficient one. Actually, since we're comparing a 2016/2017 Tesla, we need to use the same year S500, which got 21mpg combined, so the savings would be $7,421. It's still substantially cheaper, even in your extreme case.
    1
  18505. You need to go outside more.
    1
  18506. China signed the Paris agreement and has made monumental strides to clean up their skies. When I lived in Shanghai there was never a blue sky, but it's gotten better, and they are taking steps we in the US are barely interested in considering. India needs to focus on clean water before they can do much else, and I'm not particularly interested in footing that bill.
    1
  18507. That's not the reason. Powerwall makes up a near-zero percentage of their business. They could make more money managing the VPP via autobidder.
    1
  18508. There's no indication those will be capable of powering a high-drain device of any kind, let alone a vehicle. They're intended for extremely low-drain applications like remote sensors where outside power could be difficult or even impossible.
    1
  18509. All the more reason to automate it.
    1
  18510. GM used to be the 5th largest carmaker in India. Fiat-Chrysler had factories up until a few years ago. Ford still has factories there. They failed to dominate because they didn't have a compelling product. These are companies that faced nearly identical struggles in China, where Tesla has exceeded all but the most optimistic expectations. If it makes sense, they may try it. It could still fail, but it won't be something they try on a lark. They conduct feasibility studies like every other big company.
    1
  18511. What would we discuss?
    1
  18512. I appreciate that.
    1
  18513. Exactly. If the error was in the other direction, it could result in accidents.
    1
  18514. Ian's a great guy!
    1
  18515. Hey, wait a second. That IS the place where robots make more robots!
    1
  18516. We have fun.
    1
  18517. These are the right considerations. For commuting into dense urban centers, the bus or train is unbeatable on speed, except for the fact that the Park & Ride is always beyond capacity by 8am. Robotaxi to the P&R and bus it from there, or have your car just drop you off and go back home.
    1
  18518. I imagine the military designs would work for that
    1
  18519. Same with any disruptive technology. People over 40 didn't "get" the internet fad until later, but nearly everyone is online now. Smartphones too, then the bigger smartphones. "How silly? Who needs that?" Everyone, apparently. With 3 million pickups sold each year and a 15-20 year lifespan, there are 40-60 million of them on the road today. Even if every company switched to only electric today, and continued selling 3 million a year, it's still going to take a generation to get those old ones off the road. They've got plenty of time to come around, and the tech will only improve as time goes by.
    1
  18520. Lots of people are saying it. I've been on shows where everyone except me is saying it's "basically done."
    1
  18521. I think we know.
    1
  18522. Glad you enjoyed it!
    1
  18523. Concepts are meant to be outrageous. That's how they get headlines. They almost never look like that when they reach the market. Even the windows are too big to roll down into the door.
    1
  18524. Already seems to be debunked. Though early buyers may regret the inevitable price cuts.
    1
  18525. I second this.
    1
  18526. Fisker? I barely know 'er!
    1
  18527. Keep checking!
    1
  18528. Glad you like it!
    1
  18529. I saw that penny a mile figure, and it never made sense. That's $1,000 for 100,000 miles. Even a dime is only $10k for 100k miles. Electricity alone is going to cost more than a penny a mile.
    1
  18530. Definitely!
    1
  18531. It ain't your money, holmes. Seems like you'd be happy to watch him burn cash.
    1
  18532. Fingers crossed.
    1
  18533. What on earth are you talking about.
    1
  18534. While true to an extent (asphalt may become more expensive,) that reason on its own doesn't justify the harm caused by exhaust. Look no further than respiratory complication rates near highways as opposed to farther away.
    1
  18535. That was literally what was in my head when I said it. Such a brilliant show.
    1
  18536. Everything I see says starship is 3.6-4.0mm, so I'm not sure.
    1
  18537. It's also 3x the size. It's all three phases at once. If not 48% done, what percentage done do you think it is? And bear in mind they broke ground last August, so whatever percentage you're using, extrapolate that out to give an idea of when you think it will be done.
    1
  18538. They scored below 1%.
    1
  18539. Yes, that's right. It's the berry, berry, melon, apple, cake boys.
    1
  18540. They have no use for them, and there's a non-zero cost. Why would we pay for something that has no benefit to them?
    1
  18541. Tesla already makes those.
    1
  18542. It's so close to done it's not super meaningful at this point. The bulk of the site is closed-in and interior work is moving quickly for a mid-year production timeline.
    1
  18543. There are a lot of rumors that SpaceX could go there, but I'll wait until I see something concrete.
    1
  18544. I suspect it would have to look like the first two compensation plans. "Impossible" milestones that are so crazy you'd say, "Well sure, if Tesla can do THAT we should pay him."
    1
  18545. I bet you're an only child.
    1
  18546. The president picks those positions.
    1
  18547. I haven't seen that yet. I imagine someone with a Bloomberg terminal could find the answer.
    1
  18548. Looks like the senate just axed EV incentives for vehicles costing over $40k. This might be a problem.
    1
  18549. Not super useful, but I'm still getting used to it.
    1
  18550. So long overdue!
    1
  18551. Very welcome!
    1
  18552. It didn't exist yet.
    1
  18553. Doubtful. They'd be concerned about monopoly.
    1
  18554. Noted!
    1
  18555. Data says otherwise. Do better.
    1
  18556. They're only auto-dimming so far, from what I can find, but I don't doubt they have the hardware on there ready to roll out as soon as approval is complete.
    1
  18557. Considering how many times I've beat "the experts" I'm baffled how I haven't already been recruited into their ranks. I guess you have to know a guy who knows a guy who was a legacy at a particular college. :/
    1
  18558. It works great in Seattle and Portland (and the majority of the west coast,) but for some odd reason, just fizzles in my city. Yes, I'm on the trial, and the plan is to subscribe in the future as it makes sense.
    1
  18559. I've run polls on it. People like it.
    1
  18560. See, you get robots.
    1
  18561. Will certainly be interesting to see.
    1
  18562. You're a weird dude. Look inward for peace because your rage is well out of place.
    1
  18563. Others seemed to find it.
    1
  18564. Thank you!
    1
  18565. Bandwidth.
    1
  18566. EVs built in Mexico and Canada still qualify for the full credit. That's why the MachE is already made in Mexico. Maybe they should write that on a note and have him take that to the membership for a vote. Sounds cynical, I know, but it seems there might be a few variables he forgot about.
    1
  18567. Wow man, thank you! I was pretty happy with the livestream version, but I spent quite a few hours today tightening the screws and adding a lot more graphics and B-Roll than I meant to. I think it shows in the finished product, but there isn't always a strong correlation between good content and good viewership. Gotta have that magic element too. :)
    1
  18568. From the looks of the financials, they build out more capacity per dollar than anyone else. The legacy guys are saddled with generations of bad decisions. Sure, it's cheaper to retrofit a factory you already have, but at what long term price? They're incapable of turning their massive ships, and it's showing.
    1
  18569. Shut up, Zazu, you know we love you.
    1
  18570. If you think the story is over, maybe it's time for you to sell. I don't know anyone with shares who thinks that, but maybe it's you.
    1
  18571. Thank you kindly!
    1
  18572. The market surely is, which would be reflected in the pricing. Also, options are gambling, so I don't do that.
    1
  18573. You didn't watch the video. Shame on you.
    1
  18574. No problem!
    1
  18575. You okay there?
    1
  18576. You're an absolute gem, Dessie. Thank you for your constant contributions to Jeff & Joe's channels, and I appreciate your work! Would you care to take a look at the difference in front end castings shown in the second half of the video? They look quite different from one another to me.
    1
  18577. Appreciate the watch. Glad you enjoyed it!
    1
  18578. Appreciate the watch. Glad you enjoyed it!
    1
  18579. No sub-compact in Germany?
    1
  18580. 5 of 10 requests and climbing, with 2 from Patreons. Looks like I know what I need to work on today. ;)
    1
  18581. But you are.
    1
  18582. Robots can be repaired.
    1
  18583. This doesn't cut into existing line space, so it wouldn't likely result in an either/or situation.
    1
  18584. Thank you kindly!
    1
  18585. I thought a ring road encircles a city. This is just the town square.
    1
  18586. Possibly so. We should know more in a few weeks. If so, it's a good thing for Tesla, as they'd be buying or leasing the otherwise unused land from Tesla while keeping their CEO within arm's reach when he's off on other work.
    1
  18587. Probably not. You'd have to be awfully bad at math to not realize a Trax gets 30mpg, which is about $12k over the first 100,000 miles. The same miles in this car, even assuming you can't get a good overnight rate, is around 15-cents/kWh, which makes the cost of those same 100k miles $8,000 cheaper. That's before you factor in the oil changes, and the brake job you'd need by then. If an EV is $16k AND built in the US, it will cost less than $9,000 out the door, and you're likely to save $10,000 over the first 10 years of ownership. It's a free car at that point.
    1
  18588. The cost of materials to make them would still show up as an expense.
    1
  18589. The fake stuff is very easy to counter and dismiss. It's the real stuff that's a little harder to see past.
    1
  18590. Those don't change my estimates, as they're not far off of what I have in my spreadsheet. There are so many rabid fans like you and me it's hard to keep us all sorted out, but I'll keep an eye out for Jay's predictions. Thanks!
    1
  18591. Any time! We have fun too!
    1
  18592. Then it doesn't matter what you think, does ir?
    1
  18593. Hopefully not as off-putting as my figure can assure you I'm on-pudding. :(
    1
  18594. I have no idea who you're talking to. I don't think anyone here hates Toyota.
    1
  18595. I hope someone you trust loves you enough to help you understand.
    1
  18596. That seems like a reasonable bar.
    1
  18597. How to recognize a liar. I've used FSD in all those conditions, and I'm the least bullish on FSD out here. If you're going to be mean, at least have the decency of being right.
    1
  18598. EVs are still cheaper to drive on a per-mile basis than gas cars. That's why professionals adopted them so early.
    1
  18599. Thanks for watching!
    1
  18600. Why would your car (or a person} pull over if it only hears a siren, but there's no emergency vehicle? That siren could be three blocks over.
    1
  18601. Their internet is extremely insular. YouTube is banned in China, as are an awful lot of social media sites, and using an unregistered VPN is illegal. It makes for very limited cross-pollination.
    1
  18602. Very nice!
    1
  18603. Maybe, but Q1 is always seasonally weak, and it's likely they're making a much better margin on their dino burners.
    1
  18604. Why's that?
    1
  18605. Much appreciated!
    1
  18606. That would certainly improve price stability. He knows well in advance when he needs to sell to cover taxes, shouldn't be an issue to spread it out better.
    1
  18607. For anyone seeing this comment and believing it's sincere, it is not. It never is. This viewer has been trolling the comments since the very early days of the channel. I'd guess at least three years now.
    1
  18608. The devil went down there and look how that turned out.
    1
  18609. Well know I don't know HOW to feel about this.
    1
  18610. He's moving soon, so they had to empty the house a bit to make it presentable for potential buyers.
    1
  18611. It happened exactly the same under the previous administration.
    1
  18612. A problem can have many causes. The whataboutism with executive compensation is the misdirection Shawn wants you to have on the top of your head, but there's NOTHING in the negotiations about it. He's never raised it once in the offers. He's playing on your emotions. That's what rich people do to control you. Don't fall for it.
    1
  18613. It was the first thing that crossed my mind when we were doing the walk around the track.
    1
  18614. Thank you so much! Yes, we're very excited over here. Don't let my lack of sleep be mistaken for a lack of joy. :)
    1
  18615. Sounds right to me. We're watching the battery factories being built, but even upon completion, there's a ramp period before serious volume can be achieved.
    1
  18616. Correct. This is not a new generation vehicle, but one based on 3/Y.
    1
  18617. To be fair, the German automakers are less of a threat in terms of EVs.
    1
  18618. That's a good point. Sandy did speak to how exceptionally close in capacity each cell was in his teardown. I wonder if they could use non-automotive spec batteries in stationary storage though.
    1
  18619. I was. I would have bought, but I was locked out. And my 1-star rating for Robinhood was removed as well. Okay, fair enough, I understand my place in this now.
    1
  18620. What do you think they'll build at that location initially?
    1
  18621. Haven't seen it yet.
    1
  18622. Thanks for the positive feedback. Twice!
    1
  18623. ExACTly! They're supportive so far, and have said they've suspected it for quite a while.
    1
  18624. 100%
    1
  18625. And if they won't, you can have a recycler come pick it up and pay you for it.
    1
  18626. I share your cautious optimism.
    1
  18627. The import tax would be a problem. They'll still sell it in other markets where US companies want to compete.
    1
  18628. Same as all battery tech. If it can leave the lab, I love it. Until then I'm cautiously optimistic.
    1
  18629. There are channels where politics are welcome. We only deal in facts here.
    1
  18630. That's a fact. 😉
    1
  18631.  @aquavelva4927  Yes, that's a fact.
    1
  18632. Because there's no judicial process that would allow it.
    1
  18633. Kinda feels that way.
    1
  18634. It's not about being cheap, but overconfidence. When you do your job well, it looks easy. They have PR in Germany and China, because speaking those languages doesn't look easy.
    1
  18635. There is though. It just changes. Surely there's always a bright side of the earth at any given time as well.
    1
  18636. It's already in use.
    1
  18637. TBD
    1
  18638. Oh, that's a neat one! Can they import cells from China without ridiculous tariffs?
    1
  18639. That's not what clickbait is. Show me the lie in the title or thumbnail.
    1
  18640. Because money!
    1
  18641. Thank you for the correction.
    1
  18642. When Ma Bell was split up, many of its parts became bigger than the whole.
    1
  18643. Jaguar is not even in production at the moment. Waymo signed a contract with Hyundai in October to provide the next generation of vehicles. When looking into the future, we need to look at the vehicles they'll actually be using.
    1
  18644. WUT? The cargo space is 5x more than I've ever needed in a taxi or Uber. Have you not seen the trunk? It's bigger than any car trunk I'm aware of. And the idea that it can't handle novel situations shows a fundamental misunderstanding of the technology.
    1
  18645. It was all the time available, and we made the most of it. :)
    1
  18646. It's not a new regulation. Probably wise to blame bureaucracy on bureaucracy rather than politics.
    1
  18647. For the love of all that's holy, balance your audio! So, so, so quiet, then the intro SCREAMS at us, then back to silence until the outro... why Seth. What have we done to you?
    1
  18648. Some suggested it might be Chad Geepeetee, and I think that's a likely answer.
    1
  18649. I don't think he uses it while in motion. That wasn't the impression he gave me.
    1
  18650. Unlikely. There are steps to enable a launch.
    1
  18651. How long do you think those take to pave? They don't need a racetrack like in Fremont. Shanghai doesn't have one. Just a quick run with assorted rumbles and speed bumps to detect rattles. And the loading/logistics lot isn't critical until the ramp is well into the S-Curve, and there are plenty of areas graded and capable of handling them. Keep in mind how small the loading lot in Fremont is. When you're not stockpiling entire boatloads of cars for international deliveries, you don't need endless acres to store them.
    1
  18652. I can't bet anything. Never underestimate the power of sheer stupidity.
    1
  18653. Me too! Trying to find a drone pilot there I can hire.
    1
  18654. Gotta keep them titles punchy though.
    1
  18655. Will do.
    1
  18656. Okay
    1
  18657. Perfectly possible. Hoping to see more batteries everywhere. That's the real bottleneck right now, it seems.
    1
  18658. More at first, less eventually. Same as always.
    1
  18659. Miracle batteries are a daily announcement. Don't hold your breath.
    1
  18660. Maybe so. Wouldn't surprise me.
    1
  18661. I see you've read the story of The Ugly Duckling! I loved that book as a kid. Really puts into perspective how easy it is to mistake something beautiful for ugly just because the viewer lacks context.
    1
  18662. You'll get companies either way
    1
  18663. You should look into your claims. Courts have already determined Elon is a founder, since they had no factory, no prototype, and not even an office when he joined Tesla, and as for Starlink, I can't even begin to imagine who you think founded the company if not Elon Musk.
    1
  18664. Not for a very long time.
    1
  18665. Much appreciated. Endless hostility in these comments, as there always is from the union guys. Doesn't matter what you say, they go on the attack. I'm convinced they're not real. If you were to hire someone to post comments that make the union look like selfish, greedy, arrogant, entitled, insufferable children, they would look exactly like what I'm seeing far too much of. I just don't know how you could make them any worse. I choose to believe these jokers aren't real. None that I've seen are even using accounts with anything linked to prove they're even human. Some of them copy/paste the same comment on different accounts. Dirty tricks.
    1
  18666. I haven't driven one, so I can't speak to the actual experience. I would say that the non-Tesla charging experience universally shared by people I trust has convinced me I'm not in the market for anything with CCS in this hemisphere.
    1
  18667. If you want to help me make more deep dive videos, please check out my Patreon. https://www.patreon.com/glossynews
    1
  18668. It doesn't. It's just the same hardware from the other cars.
    1
  18669. There's a flipside to this. There are a lot of buyers who can't wait 3-6 months to take delivery, and will only buy a car if it's available more quickly. Impulse buying a Tesla was virtually impossible throughout most of the company's history. I'd have struggled to buy a Tesla because I drive my rigs until they are dead, dead, dead, and I can't spare even a month while awaiting delivery. There's also another 50,000 orders Hertz is waiting on. But really, I look at production over deliveries, so my assessment is more about what they can build rather than deliver. Deliveries go back to demand levers. I've made videos about that in the past. Things like different colors, pricing, and bringing back the referral program were all on my list, and most of my list has come around in one form or another.
    1
  18670. The road from here to production at any level is long and difficult.
    1
  18671. Clever.
    1
  18672. I've never been a hyper bull. I get criticized for that regularly. Of the hyper bulls I've met at events, I'm reasonably confident none of them watch my channel.
    1
  18673. I would guess an extra half a percent. This isn't necessarily bad though, since a lot of the work inside is going on regardless. It's getting exciting. Working on this week's video now. ;)
    1
  18674. This has also been my experience.
    1
  18675. Those weren't MY gripes. Those were the gripes from truck owners when the CyberTruck was unveiled. I don't understand why the very same people are suddenly cool with a bigger, heavier truck, with a shorter bed, for more money, and with less range. It's weird, right?
    1
  18676. It was discussed in part one a few days ago, wasn't it?
    1
  18677. I hope that isn't what Viking said. Tesla already has off-screen buttons for all those safety critical things. They're not likely to suffer from this.
    1
  18678. Hope so!
    1
  18679. Tesla has been the largest recipient of IRA and charger funds. If we want to wage war over not getting invited to a party, should I be waging war? I've never been invited to a product event but you don't see me lashing out.
    1
  18680. Work on the infrastructure began almost immediately.
    1
  18681. Thanks Jim!
    1
  18682. I've seen two of you clever robots offer this correction. I swear I have the sharpest viewers by a mile, and it's sad to say, but the fans of other brands just can't hold a candle to you guys.
    1
  18683. They've also banned the export of the components in machines that make magnets.
    1
  18684. I'm on the side of the workers. Alienating me when I'm providing you information from behind the corporate curtain feels like a poorly thought out idea.
    1
  18685. I haven't seen paid protestors for anything. It's too many moving pieces to make work. I've seen protests by people with vested interests, like people from a profession or company being disrupted, but that's pretty different.
    1
  18686. Funny. "Guys, it was staring you in the face the whole time!"
    1
  18687. Lidar cars fail different tests. His test was more about fun than science.
    1
  18688. What I want to know is how this wound up being an article.
    1
  18689. Thanks so much!
    1
  18690. We're getting awfully close to fire sale prices even without a natural disaster. :/
    1
  18691. Awesome! Contact me when you've got a date and let's schedule an interview. Would love to hear feedback from a hands-on perspective!
    1
  18692.  @blakespringpasturemortimer9168  Message me when you get either one if you're interested in doing an interview.
    1
  18693. Especially when it comes to summer vs winter blends.
    1
  18694. I just watched it now. He said all those things. They're cried pleasers, but even if he knows better, some folks watching will not, and we need to be prepared to show kindness when explaining the science and data behind what's really going on.
    1
  18695. That's great news! They're definitely going to sell every unit the make, the only question is how many they'll actually be willing and able to make.
    1
  18696. 48v isn't required for steer by wire, but the motors would need to be bigger. Might not be a critical consideration in a bigger form factor.
    1
  18697. I feel like "might" is doing an awful lot of the heavy lifting in this prediction. :/
    1
  18698. I said I'm not smarter than him. I was very clear about that. But I'm definitely smarter than a whole lot of his viewers. They didn't see through the BS.
    1
  18699. With a lid, no problem. Without? Don't know, I'm not quite that crazy even with a human at the helm.
    1
  18700. Lots of people care. You seem to care quite a bit.
    1
  18701.  @Arfshesaid457  Looking back it would have been a great opportunity to do something clever, but I guess I'm not that robot. :|
    1
  18702. Very welcome!
    1
  18703. The argument I've seen is that they're the "best" at service because they get better training... I call shenanigans on that. You're either certified or you aren't. The other "benefit" I saw was that, since they charge significantly more, they may be able to complete your repair faster. I mean, I guess?
    1
  18704. The one with Elon from a few years ago? If you mean that one, it was fascinating and insightful.
    1
  18705. Did you mean 465,000?
    1
  18706. Well you weren't supposed to lick it.
    1
  18707. Would be neat to see. Feels like it will have to happen eventually I suspect.
    1
  18708. Any shirt is fine, but pants are strictly prohibited. Why, are you interested?
    1
  18709. Sustained!
    1
  18710. I just don't think Neuralink is ready, and certainly not with a human subject.
    1
  18711. Possible. I'm less familiar with stamping on that scale so I can't speak to what the foundation requirements would look like.
    1
  18712. Where indeed. ULA gets to the Space Station by the edge of their fingernails after a ten year, multi-billion dollar delay, and that's apparently exciting. But THIS ISN'T?
    1
  18713. Thank you so much!
    1
  18714. I'm not excited by his absence.
    1
  18715. Kinda felt like the sort of video you'd get a kick out of.
    1
  18716. The trick will be connecting everyday people to the abundance promised. If bots take ALL jobs, there won't be any customers left to buy the results of that labor. You could tax the bots, but the money still has to come from somewhere. The planet can sustain a vastly higher population. If population density was as high as New York City, every human on earth would fit in Texas, leaving the overwhelming majority of the land for wildlife and agriculture. Get to vertical farming and reduce/remove cattle and the picture gets even better. The trick is going to be connecting those who can no longer out-work a bot with the resources created by those bots.
    1
  18717. Would likely weigh a whole lot more, so you'd need to update the suspension, brakes, wheels, and tires as well. I'm sure someone's done it. [checks] Yep! Turns out there's whole companies for that. Neat!
    1
  18718. Most.
    1
  18719. Will do! That won't be on this week's coming week's estimate, but the one after that, as I'm pretty buried right now trying to get the 6-month side-by-side video done, and have the earnings prediction to get out before next week, but that's long been on my to-do list, and I think it will be helpful. What I'm struggling with is how best to represent it visually. Can you give me an example that you think would best show this? I have a few ideas, but they're not the sort of thing I've ever had to translate from a spreadsheet to a graph before, so without guidance it may require more headspace than I can spare at the moment to crunch it. Any help is appreciated. Thanks Nick!
    1
  18720. In process.
    1
  18721. Hertz already has cars rented out to Uber drivers in London. Electricity is higher, but gas prices are higher still.
    1
  18722. That's a great point. In my 20s there were a bunch of times we'd need 3-4 people, but for most people on most trips, it's seldom more than 2. Two plus baggage to the airport may need more than a sub-compact, but maybe not if there's no steering wheel.
    1
  18723. Tesla is working on domestic LFP production. They bought equipment earlier this year for just that.
    1
  18724. Appreciate the support!
    1
  18725. Not quite. They operated the kiln, which is only one of many steps from ore to finished material.
    1
  18726. You're welcome!
    1
  18727. It's just their business model.
    1
  18728. You'll be delighted to know that tomorrow's video (will be up 8hrs from now, went up on Patreon a couple days ago) already addresses exactly how they could make the $25k car WITHOUT a cyber design philosophy. There are definitely a number of ways to do it.
    1
  18729. Ford is taking this very seriously, and I'm confident they understand the gravity of a getting it right. I'm excited for the Lightning, but I'm very excited to see the 2nd and 3rd generations of it. Too many people look at the specs and act like this is as good as it will ever be, which is short sighted. The fact that a first offering can be THIS good should be very encouraging. Thanks for your comments as always!
    1
  18730. Craziest thing, all that is answered in this video and the one before this is in response to. Watch those.
    1
  18731. @VVatt Up both you guys get it.
    1
  18732. Having inside information doesn't often help know which way the stock will move. A gamble like that on the Cybertruck hype doesn't seem all that crazy (though I certainly wouldn't do it.)
    1
  18733. Right on!
    1
  18734. Yeah, you know how it goes. I just meant "don't light up my DMs before Monday ends" more than anything. ;)
    1
  18735. Thanks again!
    1
  18736. LOL.
    1
  18737. Sell it to someone else you're going to flip off or worse? What if I give it to someone who doesn't have a car and desperately needs one? Can I assume you'll flip them off or worse as well?
    1
  18738. Possible.
    1
  18739. You should look up the definition of "lie".
    1
  18740. That one doesn't get the $7500 because it's a 2024. The tax discount applied was $0, so this equalizes the price for those who don't qualify for the credit.
    1
  18741. Wow. That's pretty hard to beat.
    1
  18742. If Tesla doesn't sell them, someone else will.
    1
  18743. Can't find anything that supports that. It doesn't specify the product has to be for resale. Feels like a loophole that would be pretty easy to abuse.
    1
  18744. I suspect I'm high on the Shanghai numbers, and low on the Fremont numbers. Will consider a reweight on the 30th.
    1
  18745. I hope so, but I'm not sure scale can provide a whole lot of cost savings when it comes to carbon fiber. It's time and labor intensive.
    1
  18746. The engineers said "Tesla is all in on 48v". That's not exactly a yes to 48v, but it's awfully close.
    1
  18747. They sold millions of them. It's likely most of the cars. That deserves mention.
    1
  18748. I didn't know either. Not at this scale at least.
    1
  18749. If someone can't read through sarcasm laid on that thickly, they're beyond help.
    1
  18750. Which one?
    1
  18751. This isn't what success looks like. The most charitable assumption is that it's a pipe dream, but the evidence suggests something vastly dumber, if not downright insidious.
    1
  18752. I would LOVE to predict that, but I have no metrics to back it up, so it would be nothing more than guesses. Educated guesses, but without any sort of evidence to back it up. :( I've always said Shanghai went from closed walls to production in 4-months, and that's something I'm happy to support with my math. We have no closed walls yet, but they're starting to go up, so I think that's something I can add to my tracker shortly. Whole site divided by 3 = production, so once 1/3rd of the site is closed, it's that day plus 16-17 weeks.
    1
  18753. I've been in a LOT of Prius taxis, and the drivers always swore by them.
    1
  18754. People don't get you, man.
    1
  18755. Fossil Fools gonna do their thing.
    1
  18756. Open to suggestions for more.
    1
  18757. They delivered about a half dozen. Those were all bespoke.
    1
  18758. If anyone praised the switch to white as the free color, it didn't get any attention, nor should it have. Critics would have rightly pointed out that it doesn't even represent a rounding error.
    1
  18759. I think they'll make it, but they've got some big years of serious pain ahead. Everything they do to delay the transition and all the stops along hydrogen highway will wind up costing them far more in the long run.
    1
  18760. EVERY Nio for forever is stuck with the same form factor and voltage architecture. That will cause them headaches if they survive that long. It's a bad idea in every way, but the cost is what will kill it first.
    1
  18761. See, this is why I have the best viewers. These are the kinds of fundamental changes we need to think about to get volume to the extreme scale Elon mentioned.
    1
  18762. A car factory is what will build the robotaxi.
    1
  18763. I love having him on, he's just a busy guy.
    1
  18764. Indeed.
    1
  18765. It wasn't likely built with the final front casting, as the machine that makes it hadn't yet been put into operation.
    1
  18766. Appreciate it!
    1
  18767. It's 5 seconds.
    1
  18768. Omar from Whole Mars Catalog feels the same.
    1
  18769. This video is about US companies studying products designed and built in China. What do we call that?
    1
  18770. It's a very different driving experience. I've had a chance to rent them a couple times, and track one last summer. They're very fun.
    1
  18771. Production capacity is not behind demand. I stopped reading at that point. Gotta lead with facts.
    1
  18772. Well said!
    1
  18773. Appreciate that.
    1
  18774. It's a tough needle to thread, but I felt it had to be addressed.
    1
  18775. You're a lovely crowd, be sure to tip your waitress...
    1
  18776. Oh I'll definitely be within +/- 10% on my 2020 delivery figures, the question is if I'll be within 1%. ;) Yeah, broke 1k subscribers. Exciting times!
    1
  18777. He's great.
    1
  18778. The cost isn't "a bit" more for carbon fiber, but vastly more.
    1
  18779. It isn't wise.
    1
  18780. You don't scare me with your boos, I know you're not a real ghost. As far as insulting people goes, knock it off. This isn't middle school and I sure as hell ain't your luchlady.
    1
  18781. Because my research is better than yours? If you invested in Ford when I launched my channel, you'd have enjoyed fantastic gains. But if you'd have put our money in Tesla, it would have grown vastly more. Just my speculation.
    1
  18782. That's Lightning Ryan Fulcher. He's been in a couple videos before.
    1
  18783. If the complaints include fire, I'm throwing them all out. Bargain cars rattle, that's not new. But LFP are NOT prone to fire, and that's all they use.
    1
  18784. Lol. No doubt.
    1
  18785. Life is dangerous.
    1
  18786. I've been following her injury and recovery, and we're all so happy to see her on the mend. I don't live in Texas so I'll have to limit my encouragement in that regard. I've only been there twice, but you can bet I'll be back. Thanks for keeping us all in the loop about Ellie.
    1
  18787. How?
    1
  18788. I held up pretty well for having shot 5 videos and 2hrs of livestreaming.
    1
  18789. Yer nault trying very hard, are ya?
    1
  18790. I miss Mila. She was on my old podcast years ago a handful of times, but only once on this channel. Still pretty sad about that.
    1
  18791. I am not.
    1
  18792. That's an interesting point. Germany does have a reputation for their manufacturing.
    1
  18793. Glad you like it!
    1
  18794. BREAK THE CLOUD! It's a beautiful machine. The Peterson museum is still the only place I've seen one in real life.
    1
  18795. It does look cool, but I'd rather have utility.
    1
  18796. I think that's totally fair.
    1
  18797. There's nothing wrong with wanting to cut aid programs, and even with cutting them flat out. But doing it so quickly that no one else can do the work is ghoulish and wrong.
    1
  18798. I've been hearing similar sentiments for over twenty years. Surely there has to be a realignment at some point, it just seems unknowable when that might be.
    1
  18799. Glad you enjoyed it! I went back the following week to sit down with him and get more serious questions answered at greater length. It went really well, but not as many people are interested in Arcimoto as Tesla, so those videos weren't terribly well viewed.
    1
  18800. Wow, thanks!
    1
  18801. The title is honest. Brevity is critical in the thumbnail. When I attempt nuance in a thumbnail, it kills the video. Most viewers don't realize that because very few people click on them to see what they're about.
    1
  18802. Toyota having the technology and Toyota deploying the technology are two different things. To me, the first big factor to consider is that they've made this exact promise before, repeatedly, going back 11 years. If they lied every other time, and we have seen the proof, we'd have to lack the first ounce of critical thinking to take them at their word this time. The second (and easier) factor is the sniff test, and this doesn't pass it. Why would they make a car with 700 miles of range instead of two cars with 350 miles of range that costs $15-20,000 less to produce? There are buyers who would appreciate 700-miles of range, but the number of drivers who actually need it, and have the capacity to pay essentially double for it, is a sliver of a sliver of the total addressable market. EVs haven't quite reached the Space Race level of R&D, but it's getting close. Countless companies, countries, universities, and research groups around the world are dedicating vast sums to the pursuit, and it's working.
    1
  18803. How do you mean?
    1
  18804. You should look up the definition of woke according to the lawyers representing the state of Florida. Do you oppose that or what certain talking heads have decided it means to them?
    1
  18805. My instinct is "no" but I bet the answer is "eventually". The question is if that degree of dexterity is sufficiently useful across broader applications. As in, they COULD make it do that, but I suspect those capabilities would be a byproduct of some other capacity.
    1
  18806. Watt do you mean?
    1
  18807. Fair.
    1
  18808. Oh wow. Terminal/dishy production must really be humming along. Thanks for sharing this!
    1
  18809. What happens when I own a larger battery and come in on a busy day to find that there are only smaller batteries available? The more sizes and form factors you offer compounds the logistical challenges.
    1
  18810. Oh wow!
    1
  18811. They're not really for sale yet. That's the big advantage everyone else has.
    1
  18812. Fingers crossed!
    1
  18813. That seems to be their sole means of communication.
    1
  18814. I hear ya. Affordable appears to be the big obstacle.
    1
  18815. It's going really, really slow. I've hit a local maximum. Growth is really difficult. There are tried and true ways to do it, but they require me to put the cart before the horse, and I have the budget for neither. :(
    1
  18816. Neat!
    1
  18817. Exactly this. While it is possible to see the interior progress prior to walls going up, it would create a dual approach to trying to reach the same conclusions in the same spaces. Even as delayed as my "start" to counting interior completion is, I still believe it's totally fair because as "finished" as it's looking, there is a lot of work that goes on to make a factory complete. I think four months starting next week (some walls will surely be up by then) is still plenty fair.
    1
  18818. I think we're past the days of startups. At least for a while.
    1
  18819. I mean, right?
    1
  18820. It's not a coincidence, but it's nothing like you describe. I haven't seen any fraud uncovered, only approved line items that he doesn't like. He doesn't get to decide what programs are funded, and his approach to cost savings are already racking up big bills on the other side of the equation. That's what people are frustrated by.
    1
  18821. Mostly annoyed.
    1
  18822. I'm the one who has tickets for tonight and just wants to get it over with.
    1
  18823. We are discussing it in a forum where everyone is allowed to participate. That's the whole idea of starting the discussion early.
    1
  18824. Can't tell if you're just playing, but if that intro joke is enough to make someone tune out, this channel isn't for them.
    1
  18825. That's how you know he's a real doctor. Just not of the medical variety.
    1
  18826. TV interviews have a producer behind the scenes keeping everything running. I'm pulling double-duty in that regard.
    1
  18827. Ten million percent! Sure, you can land a handful of empty Starships to serve as habitats, but they wouldn't be terribly safe, comfortable, or convenient. Not when you could have a custom ANYTHING built and tested for you before you arrive.
    1
  18828. Did you watch the video?
    1
  18829. I don't understand.
    1
  18830. I hope so too! Thanks for the support!
    1
  18831. I haven't seen anything that would go that far, but they are in a world of hurt.
    1
  18832. Getting a new line up to 25% capacity in 8-10 weeks is challenging.
    1
  18833. Legislation lags technology by years in the best cases, but decades more commonly. This is going to move very quickly and the actions needed to address it are going to take much too long.
    1
  18834. Maybe, but from pictures shared by the sleuths on Twitter, it looks like they're just inflow channels that are trimmed off. The second part with the front casting revisions may be more interesting to follow.
    1
  18835. No Jack, that's not how it works. The thumbnail AND title both have the answer. If you can't admit that, it's you who struggles with integrity.
    1
  18836. New car depreciation is nothing new, and you bought at the most expensive time in history. If you had bought a gas car instead, you'd have paid thousands over sticker price and your depreciation would be just as much. You'd have to ignore the actual cost of acquisition to reach any other conclusion.
    1
  18837. Sounds like a lot of dongs
    1
  18838. Fewer, apparently.
    1
  18839. Yes.
    1
  18840. No worries! It was a very quick visit nonetheless, and we did get in to town pretty late. Would have been fun, but there's always a possibility in the future. Thanks for sharing your perspective from the local economic climate!
    1
  18841. Well sure, but they use their English degrees to lie with math, so that makes it... um, okay I guess?
    1
  18842. Sounds exactly like people, which I'm pretty sure is the point. As much as we all try to be original, it's pretty uncommon. I try to have at least a couple things in every video that haven't been spelled out by others before me, but there are very successful channels that literally just summarize the work of others.
    1
  18843. Thank you very much!
    1
  18844. Hatchback Civics do. When the angle is this steep, it's pretty common.
    1
  18845. You and me both! I was planning to drive out tomorrow, but my dog scratched my eye, and a long drive just isn't in the cards. I went ahead and booked a last minute flight instead (didn't get too bad of a deal on it,) so I'll still be there, and the doc says my scratch should be fine by the time of the event... now I just need to figure out how I'm getting in. ;)
    1
  18846. Glad I could help! Bit frustrating YouTube never thought to suggest any of the previous 47 installments, but she's a fickle beast. ;)
    1
  18847. You bet!
    1
  18848. You bet!
    1
  18849. You should look up how much water is ised at Gigs Berlin. Less water to build a car than s pair of blue jeans. They'll be doing the same in Monterrey.
    1
  18850. But I was promised taco trucks!
    1
  18851. You get it, and I hope everyone does, but we'll know soon enough. This is why we keep shouting from the rafters that this is still a SUPERVISED system.
    1
  18852. It's not even a day of military funding. Feels like we have bigger things to worry about.
    1
  18853. Very speedy.
    1
  18854. It's a great question, but I fear the answer is that it's too far over the horizon to accurately predict. My hope is we'll see it within 3 years, but I fear the higher value applications will consume as many as can be built for quite a bit longer.
    1
  18855. Let him lose. Who cares? California is an important market for Tesla. Maybe let's not salt our own fields.
    1
  18856. How silly of me!
    1
  18857. I'm not worried about that since they're never going to make it.
    1
  18858. Why wouldn't it have airbags?
    1
  18859. When you take your hands off the wheel, the lane departure is guaranteed sooner or later.
    1
  18860. They hate the same people.
    1
  18861. Very unusual.
    1
  18862. Fair point. I was referring more to the endless memes comparing the "very bad" lithium mines to the "sunshine and flowers" mining of fossil fuels. I was just trying to point out that lithium extraction just doesn't have the same environmental impact.
    1
  18863. Oh interesting, thanks for the insight.
    1
  18864. It's what the A/B testing shows works. 🤔🤷‍♂️
    1
  18865. They are! I'll tell him you said so!
    1
  18866. Corpus Christi will not be producing cells. Only one of the raw materials needed. Also MegaPacks are presently made with LFP batteries, which Tesla does not produce.
    1
  18867. You okay there little buddy?
    1
  18868. He's been a regular guest on my channel for over a year, but YouTube doesn't always show it, so there's always new people to find out.
    1
  18869. You know it!
    1
  18870. Appreciate that James!
    1
  18871. Total sales will continue to increase. They already sell about half, and it's likely someone else will come in to sell the other half. It just means GM (and Ford) will fall further behind.
    1
  18872. Absolutely.
    1
  18873. That's my thinking as well.
    1
  18874. That would be a game changer. If they show a profit, expect a big shift in sentiment.
    1
  18875. There's news as of THIS WEEK included in the show. You complain that many of your comments all over YouTube wind up removed or shadowbanned and then you harass the producers you claim to support? Don't do that.
    1
  18876. I don't know anyone who said it would be sold under any name other than "Model 3", but it was absolutely called Highland internally, and that name even carried over onto schematics provided to the suppliers making the parts. I know this because I've seen them. The people who most vocally doubted the existence of Highland got nearly everything wrong. This is a significant refresh. The front, back, suspension, tires, wheels, interior, climate control, seats, steering column, glass, and infotainment have all been updated. You can argue that having the same battery, motors, brakes, doors, and floor mats isn't going as far as you'd like, but this IS the product they've been working on under the code name Highland.
    1
  18877. Exactly. Lot of never before seen commenters in here saying they'll never be back because they don't like jokes. Uh... have ya seen my content? If jokes ain't ya jam, this channel isn't going to make you very happy.
    1
  18878. The building is almost done, but the factory is not. We've been watching production equipment being loaded in at Giga Texas since about October of 2021, and they never stopped. Lucid has not been installing production equipment at a pace that would suggest they're about to open up a significant amount of capacity. That building will not be ready to begin production until next year (according to the Q2 Earnings report,) and will only be used to build Gravity and Air. Those are low volume vehicles.
    1
  18879. Correct!
    1
  18880. Have you checked their website to make sure your address is eligible? I still have it, I'd be happy to sell it to you. If your address is allowed, DM me on Twitter at 4kPodcast and we'll go from there.
    1
  18881. Zoom out.
    1
  18882. Cloudy days still produce solar power. Night is when solar doesn't produce.
    1
  18883. What's the source for this?
    1
  18884. Oh no, it's worse than that. The people freaking out clearly didn't even watch the video.
    1
  18885. Footage was less than a day old. Things just move very quickly at Giga Texas.
    1
  18886. Safe to assume.
    1
  18887. I appreciate that!
    1
  18888. We've been so patient. 🙁
    1
  18889. They haven't had any events to invite me too.
    1
  18890. They had 20 years to get it sorted out and chose not to. You have to wonder why.
    1
  18891. Well? Don't leave us hanging!
    1
  18892. The lower cost version in Mexico used cheaper interior finish. Still has all the autonomy features because without that, you lose forward collusion warning, emergency braking, and the like... Also, they want that deferred revenue when a customer decides they want autonomy, or sell the car to someone who does.
    1
  18893. This has been said about literally every product Tesla has released. I'm not asking you to believe me, and I don't care if you do. My job is just to get the information in front of you. How you interpret it has always been up to you.
    1
  18894. I don't know how views and watch time count on shorts. It's still a pretty new thing.
    1
  18895. You bet!
    1
  18896. Much appreciated!
    1
  18897. Added to the list.
    1
  18898. Keep your hostility to yourself. You may get away with being a jerk on other channels, but this is a place for adults. I invited Kyle to speak from experience, and he did. That was the goal and it happened.
    1
  18899. The permits show what's intended for each section. Should be exciting no matter what.
    1
  18900. They're pretty rare. Doesn't inspire confidence we'll see that configuration in the refreshed model terribly soon.
    1
  18901. Glad to help!
    1
  18902. No problem 👍
    1
  18903. There is, yes, but I'm sure it won't be a national one. If it runs in some small market (like he did last year) he can still count it.
    1
  18904. The good news is that the truck market is so vast that there will be room for all the EV players. The Lightning is a band aid. They've already announced they're working on a new truck from the ground up, and this will be more important to the long term vision.
    1
  18905. Possible.
    1
  18906. Phantom braking is not worse. In 30k miles I've encountered it about 4 times, and never since v11. Saying the FAA should use automotive tech makes about as much sense as saying the fact that SpaceX uses Lidar should prove it's better for cars too, but different applications have different solutions. Surely that isn't that hard to understand.
    1
  18907. I feel quite optimistic about the future of autonomy. Strangely a whole lot odd comments saying I'm being negative ir cynical. WHAT? These are the facts available to us. That's it. That's all.
    1
  18908. Like any good relationship, we've learned to put up with each other's BS.😉
    1
  18909. Thanks, we're doing our best.
    1
  18910. Haven't heard of it, but it sounds terrible. I understand fans, but I'll never get anti-fans. Imagine Lakers anti-fans following them from city to city just to boo them. Locals? Sure, but not the same people going everywhere. It's a strange way to dedicate ones life.
    1
  18911. I've known a lot Bolt (and Leaf) owners, and nearly all of them loved them. Not liked, but really loved them.
    1
  18912. It's been an insane week.
    1
  18913. Out of curiosity, do you link my videos to others when my content is relevant?
    1
  18914. Can you share the timestamp for that, because that's not what I heard.
    1
  18915. So much steering you wouldn't believe. Too much, some say.
    1
  18916. I'm just glad you're here and commenting. This is how YouTube knows to keep showing these videos, so thank you.
    1
  18917. A lot of countries really want to be the next one announced. We'll see.
    1
  18918. There was supposed to be an event on October 26th, which appears to be delayed.
    1
  18919. Sandy Munro said it does require hardware, but I think the real reason has as much to do with reducing cycles as it does direct cost.
    1
  18920. Wow, thank you!
    1
  18921. Nope.
    1
  18922. They didn't have to. They did that to spur adoption, build a moat, and create a competitive advantage.
    1
  18923. That's only an issue if you plan to use them on earth. Minerals mined on Mars can be used on Mars. That will be infinitely cheaper than trying to ship it all, because the amounts needed would exceed even the capacity of a fleet of Starships.
    1
  18924. Thanks for being here.
    1
  18925. My brother in Christ I must thank you so much for leaving this comment. Without people like you leaving, not only a comment, but a lengthy and organic one at that, it boosts the video's visibility on the YouTube algorithm, and your assistance has not gone unnoticed. With that out of the way, may I offer you a hearty "get real" and wish you a good day. Those of us who have owned cars for decades, and now own a Tesla, we know what you refuse to admit. They really are hassle-free. It's inherent to the drivetrain.
    1
  18926. Oooo, that's nice!
    1
  18927. I did the same thing in a video. Painless. Can do the financing, trade in, everything on the app before scheduling pickup.
    1
  18928. They sure are hasty to "cancel" those with whom they disagree, even over the tiniest perceived slight.
    1
  18929. If nvidia tumblers, we could see some panic selling.
    1
  18930. BOOM! No really, that's what it does. They bought a hydrogen bus fleet in Europe, and it as conflagration central on the first day.
    1
  18931. I've seen people say there should be no names on the ballot, only policies. The trick is that candidates would just lie about their policies and say everyone gets a free pony and cheaper eggs.
    1
  18932. I've done the research, and it's going to be a good one. It just has a lot of moving pieces. It's coming.
    1
  18933. The exterior is load bearing, but it isn't the entire structure. This suggests it may be a hybrid structure.
    1
  18934. It's coming along!
    1
  18935. Quite possibly, though it wouldn't qualify for any IRA credits... oh, and it would have to be made somewhere other than China, but BYD is expanding their factory presence around the world, so that part shouldn't be too difficult.
    1
  18936. The FAA has granted SpaceX more waivers in the last 3 months than all other launch providers in the last ten years, but sure, they all hate him.
    1
  18937. Have you ever tried to get into a Lucid Air? I don't know which of Snow White's 7 dwarves that opening was designed for, but it's hilariously tight.
    1
  18938. I appreciate you!
    1
  18939. That's not how it works. The burden of proof is on the one making the claim. It's nearly impossible to prove a negative.
    1
  18940. I think so too. 20% if 5hrs a day. I think that's probably more reasonable for owner/operators, with more like 10% for commuters. But then you get the road trippers, and there would be a lot more of them with full autonomy. I wouldn't think twice about attending an event out of state if I can sleep the whole way there. But that's mostly highway, which is the easiest part.
    1
  18941. There's someone who says that about literally every car brand. Always has been. No big car company is in imminent danger, and certainly not one sitting on $36b in cash.
    1
  18942. It's only one consideration. If the data is sufficiently rich, it doesn't matter what you use. Lidar introduces false positives significantly more often than it catches false negatives. That's the problem.
    1
  18943. Just asked. He said it's swirling the drain, and that him and your mom are deeply ashamed of who you turned out to be.
    1
  18944. Agree entirely. Add a pair of stubby arms around the rib cage to hold something in place while using the regular hands to perform the needed task. Plenty of times while working you need an extra hand. Wouldn't you want an extra hand to hold on to the ladder while working?
    1
  18945. Depends on the box. His support of the AfD in Germany is not being viewed in the best light across Europe.
    1
  18946. 6% isn't that unusual. At it's peak over 20% of the stock was being shorted.
    1
  18947. According to their press releases, Cruise has ceased testing in all markets, unfortunately.
    1
  18948. @ArturoGarzaID They're not going to be producing it where it's needed. They'll still have to rely on delivery. Some of their hydrogen production facilities are in the absolute middle of nowhere.
    1
  18949.  @ArturoGarzaID  Whoever told you that about batteries knew they were lying. Gasoline is easy to store and ship, and we only did it because we had to. There's no compelling reason to build out a whole new infrastructure. If you're gambling on Nikola's survival, I hope you do so with an amount of money you're comfortable losing.
    1
  18950.  @ArturoGarzaID  They are not. They announced they have already stopped BEV trucks. That chapter has closed.
    1
  18951.  @ArturoGarzaID  You should tell them that. They'll be very surprised.
    1
  18952.  @musakoca2684  Shorting is a game for algorithms and gamblers. I'm an investor.
    1
  18953.  @ArturoGarzaID  $107b to add hydrogen infrastructure to ONE small country should tell you everything you need to know.
    1
  18954. Have you seen the comments? Lot of dry-water faithful disagree with you and me.
    1
  18955.  @Matzes  They were in the comments of everything I made with Nikola in the title before this, which was what convinced me the matter wasn't settled. If you look at drone footage of Nikola's factory (Bear's Workshop is awesome) you'll see the faithful are unwavering.
    1
  18956. Don't know if you saw it on my blog on patreon but I decided to spend a lot more time on this one to make it shorter and sharper. I feel like it worked.
    1
  18957. It should raise questions. I'm here trying to ask them.
    1
  18958. Which part? I don't understand what that means in this context, unless you didn't watch the video.
    1
  18959. Same experience here.
    1
  18960. Thank you so kindly!
    1
  18961. It's frustrating. I know a lot of my recent videos haven't been showing up to subscribers, and even worse, they aren't showing up to new viewers either. Makes it really tricky to grow a channel when the videos are hard to find. :(
    1
  18962. @DeniSaputta If you'd like to participate, you're going to need to be a tad more productive. We don't stomach trolls well.
    1
  18963. If they can get 4680s from Giga Nevada or Kato Road while awaiting the on-site plant to get up to speed, that would work, right? Giga Shanghai brings in 100% of their batteries from offsite, as far as we know. I know the plan is to use onsite batteries, but they don't have to from day one.
    1
  18964. That's a good comparison. Yeah, we can talk, but it's not a public space and it's designed to regulate who can participate in which discussions.
    1
  18965.  @bryanwhitton1784  Twitter is a private company. Communities within it are private spaces. While it's all public by default, it's designed to allow users to determine who is welcome in each of their circles.
    1
  18966. That sounds like a fair bar.
    1
  18967. The hassle is less about the number of states and more about the routes through them. Every state has gaps, so far.
    1
  18968. You and me both!
    1
  18969. On the highway, sure. Would be interesting to see a video where we get to see all the parameters ourselves.
    1
  18970. The best designer is no designer.
    1
  18971. No, he's offering to refund that money immediately while the deficit is still climbing. That's not financially sound.
    1
  18972. It's paid in stock rather than cash, but still pretty alarming.
    1
  18973. No, I was paying $50 a month for the old Nissan.
    1
  18974. I know he likes to make that joke, but isn't it the opposite of what they're doing? All these competitors can't reach that level.
    1
  18975. There are 3.5 million truck drivers in the US. At an optimistic production rate of 50,000 trucks per year, how long will it take to replace all of them?
    1
  18976. Wasn't by choice. I was challenged. Can't pass on a meaningless bet like that.
    1
  18977. TV people seldom draw from Internet people. It's very strange. It's like they think we can't possibly know things.
    1
  18978. The more hands-on reviews I see, the more it looks like your theory may be correct.
    1
  18979. Except on vacation. In an unfamiliar city, I'd just as soon use RoboTaxis if they're cheap and convenient.
    1
  18980. Or, and hear me out, it means you must have missed the dozens of previous videos where this was explained. My math has always been transparent. You know it won't be another year, and I'd bet you also know that no Tesla factory is ever "complete" since they're always adding on, remodeling, and making improvements. Production will begin any day. By most measures, that's complete. Shanghai was still missing some exterior walls when they entered production. Gotta zoom in for the details, and zoom out to see the bigger picture.
    1
  18981. I know, right?
    1
  18982. They could. Just isn't on the table at this point.
    1
  18983. You bet!
    1
  18984. There's a video explaining it on Monday.
    1
  18985. Maybe one day!
    1
  18986. Fingers crossed!
    1
  18987. I plan to have someone there to handle the camera for me next time. I was trying to do too many things all at once. :/
    1
  18988. @JJ E Schedule it and lemme know. The factory isn't super keen on hosting such events, so I'm not sure. :(
    1
  18989. A steam punk version of it.
    1
  18990. I don't think so.
    1
  18991. It's gonna be a LOT of work, but I'm here for it my friend!
    1
  18992. Do you imagine the content is about to shift?
    1
  18993. Glad it was helpful!
    1
  18994. In a battery factory? They absolutely do. Those are tech workers.
    1
  18995. It can only be the beginning if they change course. Their current path guarantees failure.
    1
  18996. Was just for map data as I recall.
    1
  18997. 3rd world meant not aligned with the US or USSR. Was the definition updated after the Cold War?
    1
  18998. Did VW crush Ford, or vice versa?
    1
  18999. Happy to help!
    1
  19000. Even that would at least be SOMETHING.
    1
  19001. They would likely shift that responsibility to someone at the warehouse. A lot of airlines at smaller airports got rid of baggage handlers and make the desk agents of flight attendants deal with it instead. Especially if it's moving goods from one of your locations to another, you've already got employees at both ends.
    1
  19002. FORTY SIX!
    1
  19003. If he doesn't, very few do.
    1
  19004. Please do. You complain constantly about it here and elsewhere and it's exhausting. It's been explained to you repeatedly. No sane person should force themselves to be incorrect to satisfy you.
    1
  19005. There could be a bunch of explanations, but the biggest one is likely that we're each running a different version of it.
    1
  19006. You bet!
    1
  19007. About 40% is from YouTube ads, the rest is from the couple hundred individual sponsors through Patreon, X subscriptions, and channel memberships. My average supporters are retired engineers. I
    1
  19008. Must have. Tesla has directed their legal team in Europe to work on getting it homologated.
    1
  19009. People are already using it there, but more specific than that, I don't actually know.
    1
  19010. I know this one! There was a drone pilot who went out a few years ago and published footage, but it only got a few thousand views. They went back a few times, but those got almost no views because no one cared. Can't build a channel if no one's watching.
    1
  19011. It was a really great chat.
    1
  19012. How DARE you, sir! ;)
    1
  19013. Thanks, you too!
    1
  19014. Too soon to say since they aren't actively developing them yet.
    1
  19015. The brand name is still exceptionally valuable.
    1
  19016. Bet I know this, but can you better clarify which sites you want to see compared? I've done a bunch of these, so I might have already done something that would fit, and I can find it for you, but let me know what you're looking for.
    1
  19017. He only takes down ones from parties he doesn't like. If he likes them, he'll fight until it hits his wallet.
    1
  19018. He didn't sell shares, and the stock didn't go up. You have to look at how the stock market reacts to these events. The stock price never goes up. No reasonable person would make that assumption.
    1
  19019. Sure! And the Babbage Engine is basically a GPU.
    1
  19020. How do you mean? Monthly fee to whom, and for what?
    1
  19021. I think "being right" is low on their list of objectives. They want to be rich and popular first. They have bo feelings about Bud Light or China or anything. They just want you watching.
    1
  19022. Bacon.
    1
  19023. Save the partisan stuff for the tourists. There is no part of a pissing match that's good for the country. I understand why he did it, but a lot of people don't understand the consequence. That's what I'm explaining.
    1
  19024. They're great on almost everything. They don't seem to have a dedicated Tesla analyst, but since the S&P 500 inclusion announcement, that may change.
    1
  19025. Don't fall for it. Strong chance? Please don't make stuff up.
    1
  19026. I agree with you, and I don't believe they're filling warehouses, but as a thought exercise, it is pretty interesting. I'd say the only reason this would make sense is if they have material orders being delivered and they don't want to burn their suppliers.
    1
  19027. Seems reasonable.
    1
  19028. You are correct. I asked, and they told us point blank it was the front lights.
    1
  19029. You okay there, little fella?
    1
  19030. Glad to help.
    1
  19031. I can't wait!
    1
  19032. Longview, Washington. An hour north of Portland, Oregon. It's at Stageworks Northwest.
    1
  19033. The language on the earnings call was very clear.
    1
  19034. I'll have to look into this part of it. Thanks for the heads up.
    1
  19035. Add the new destination on screen, just like you can now.
    1
  19036. Thank you so much 😀
    1
  19037. It passed Euro NCAP, which is a more stringent test.
    1
  19038. Texas. There's drone footage of them testing published every few days.
    1
  19039. If it was real, I'd be happy to. I never shy away from criticizing Tesla. That's likely among the reasons I'm never allowed to attend events, apart from the Shareholder meeting where they were legally prohibited from restricting my ability to attend as a +1.
    1
  19040. Good catch! What I just looked up says they may be able to get 30% of the price difference between an EV and comparable ICE vehicle. Not sure what they'll class as comparable to the Models 3/Y, but that could easily be $3-5k at the low end.
    1
  19041. Thank you so much!
    1
  19042. Thank you for the kind words. I don't know why they do this. In the early days it surely was because they didn't know who I was, but it's pretty hard to pretend that's still the case with the thousands of videos published going back so many years. Even without access, the insights I'm able to get are unique.
    1
  19043. The only objective reviews I've seen have been bad. I don't count any of the ones from people who received compensation, whether in cash or an all expenses paid luxury trip. Kind words are notoriously cheap to buy.
    1
  19044. Yeah, the algo is a fickle beast. Some days are shockingly bad, some are remarkably good, and there doesn't feel like much rhyme or reason to it.
    1
  19045. They did, yes. Apparently that was a common source of complaints among BMW owners.
    1
  19046. Good gravy man, you didn't give us the link or anything to find the link on our own. :(
    1
  19047. Your case seems a lot stronger than the one here.
    1
  19048. I waited tables in Coulee City.
    1
  19049. Can't wait to see you again!
    1
  19050. Funny you should say that. I had a '95 SC300 I bought in maybe '98, and it was a fantastic car. Masterfully engineered. Went in for a brake job and the mechanic hauled me into the shop to look underneath it. Not because of damage or something he wanted to upsell, but to show me my exhaust. He'd never seen such beautiful factory exhaust... um... okay? But you're right that I have NO experience with Lexus since then. I just figured it was likely they hadn't regressed on quality or engineering, but I can accept that I didn't actually look into it to verify.
    1
  19051. Curious to see v13.
    1
  19052. Glad you think so! I was happy with it, but NOBODY is watching it. Very few views compared to normal.
    1
  19053. Certainly not.
    1
  19054. You were doing so well until you got to this. So bad. So silly. So dumb. Tesla doesn't even let me go to product events, and I've been trying like crazy for YEARS. If you want to spread fear, uncertainty, and doubt, you need to start with a kernel of truth. When you make up big, easily debunked claims, people will know that everything you say as absolute nonsense.
    1
  19055. @Niko-iv4ch Google is your friend.
    1
  19056. I'm sure he did just fine, but it doesn't matter since he was only looking out for himself.
    1
  19057. It sounds like it will be part of a package deal where you get all the features of Premium+ and also Grok.
    1
  19058. It's not for sale in the US, so there are no first hand accounts here, apart from this one video.
    1
  19059. Glad to help!
    1
  19060. The more comments you post, the more people are this, so thank you!
    1
  19061. How would this enrich them?
    1
  19062. No problem!
    1
  19063. Elon has stated that previously, and it would make sense since the 6000 ton press already installed is only large enough to cast Model Y parts, while the as-yet undelivered 8000 ton press is what is apparently needed for the CyberTruck. Though they could cast its assemblies in halves like they did with the Model 3.
    1
  19064. That's my frustration as well.
    1
  19065. That's literally the point. I never give the well recognized "Peace Amongst Worlds" salute from Rick & Morty because that gesture has precisely one meaning to the rest of the world. Look it up. It's a fantastic episode.
    1
  19066. Too out there for me.
    1
  19067. Always!
    1
  19068. And it's not going to rust.
    1
  19069. Doesn't stand for anything. Just random letters easy to remember that were still available.
    1
  19070. What do you see as the greatest obstacle to production?
    1
  19071. Take your meds. This isn't how sane people behave and you know that. Do what you must to get the help you need.
    1
  19072. I wouldn't believe it until we see the ventilation system, but it's a fine theory.
    1
  19073. That might be their plan. Not sure China would have any interest though.
    1
  19074. I'm long in the torso. I suspect food insecurity in my formative years played a part.
    1
  19075. Wow, thank you! Glad you find it helpful and share my fascination with it.
    1
  19076. That doesn't explain all the other companies and topics tracked. Most have a neutral to positive score.
    1
  19077. Sean Astin is pretty great, but if you wanna win my heart, you gotta start with Sloth.
    1
  19078. Morris is UK owned. Whether or not we consider them a car company today is another matter.
    1
  19079. Illegal how? They have permission from Elon directly on the condition that they don't interfere with any workers.
    1
  19080. Way ahead of you... on both counts, sadly. :/
    1
  19081. What mandate?
    1
  19082. We'll know soon enough either way. ;)
    1
  19083. Building factories does as well.
    1
  19084. What does this mean?
    1
  19085. I don't drive a Tesla, and I'm nowhere near as handsome, talented, or clever as Bill Bailey.
    1
  19086. It is in the same way Polestar is. Discount them both if you like.
    1
  19087. Easy for you to say, you know cool stuff when you see it.
    1
  19088. The same people say we're funded by Elon. Are we? I ask because I don't get any checks and I'm more active for my cause than they are.
    1
  19089. Smaller donkeys, I assume. ;)
    1
  19090. Tesla's backorder list appears industry-leading. We'll know better as the old guard gets their act together, but you're right that, for today at least, the picture isn't entirely clear.
    1
  19091. But you're not waiting for the investigation. Do you hear yourself? You've already reached your conclusion based on no evidence, despite nothing about the story being suspicious to anyone who understands the direct sales model.
    1
  19092. Couldn't agree more!
    1
  19093. Movies never lie. Certainly not bond films.
    1
  19094. Totally fair.
    1
  19095. The AI spend happens regardless, so I don't agree with that idea. His focus is too broad to understand what's really going on at Tesla in any meaningful way.
    1
  19096. Freezing my taint off in here, bud!
    1
  19097. I don't think so. He negotiated the current deal just a few years ago. That was the time to do it if he wanted to.
    1
  19098. Curtailment exists. Prevent curtailment by recharging the batteries.
    1
  19099. Yes, absolutely! Apparently that's why they're stockpiling castings now is in case of a natural gas shortage in coming months. Considering how much free space remains inside, I'd bet they have tons of them in there as well.
    1
  19100.  @49walker44  I keep my eye on the 10yr+ horizon. From what I can see, few companies have a stronger long-term outlook.
    1
  19101. They are not the same. Lucid loses money on a per unit basis. Tesla hasn't since the Roadster. They're bleeding out and only an ocean of dilution will save them. That will destroy anyone still holding the stock.
    1
  19102. You bet!
    1
  19103. That wouldn't surprise me.
    1
  19104. This is not a trading channel.
    1
  19105. There are no security cameras visible inside the building, and the prevailing theory is that these "leaks" aren't entirely unauthorized. ;)
    1
  19106. I charged my Model Y Long Range on 120v for six months, and it worked out fine. I rarely drive hundreds of miles on back to back days.
    1
  19107. It was in my notes, but not my slides. I simply forgot. That's a big one. A tiny aero boost, but easily $50+ off the parts cost, another bunch of engineering and validation, and no wiring to install for control or heating. It's honestly a big deal.
    1
  19108. Obviously!
    1
  19109. No news isn't necessarily bad news.
    1
  19110. Alright. I'll be there next month.
    1
  19111. I know little about England, except not to trust the weather. No matter, I'm from a damp place, I'll do fine.
    1
  19112. Thanks Tim! I'm always trying to add more value because there's always room for improvement and it's the only way I can expect the channel to grow. ;)
    1
  19113. Much appreciated!
    1
  19114. Your "not a brick" claim requires validation. I can do 3-ish hours, but much past that I start getting grouchy. Gotta stretch, man, sitting like this ain't natural.
    1
  19115. Where will they get the batteries?
    1
  19116.  @KineticEV  If you're a supplier, do you really want to give priority to someone like GM who, on a whim, shuts down 100% of EV production for months on end? Ford & GM want to make EVS, but Tesla MUST make EVs or they will not sell any cars, and they will die. Tesla has such a massive backlog of orders, and such a high margin for future price reductions as needed to absorb demand fluctuations, they are surely the preferred buyer.
    1
  19117. I want to disagree with you, but at this point I just can't.
    1
  19118. Thank you! Cheers!
    1
  19119. Get out of the bubble, my friend. It's running out of air.
    1
  19120. FYI Ford has no plans to make the Lightning be "everywhere". It will remain a small part of their fleet for the foreseeable future. Their words, not mine. Meanwhile, once Tesla starts their ramp, they dominate. Every mass produced model, every sector, so far at least. Tesla doesn't have an ICE of their own to compete with. They gone crush it m' friend, and it will motivate your favorite companies to get more serious, and that's a good thing.
    1
  19121.  @heathwirt8919  Woof. Your first riff was better. Get new material.
    1
  19122. I don't work for them. If they'd like to have a professional relationship, they have to reach out.
    1
  19123. Shut up, baby, you know I love you! (but seriously, don't shut up.)
    1
  19124. Thanks 👍
    1
  19125. If you haven't driven one, check if you can do an overnight test drive. They're like nothing else.
    1
  19126. Glad you enjoyed it!
    1
  19127. Needlessly rude. Don't do that.
    1
  19128. If the shoe fits, glue it.
    1
  19129. There's no reason Cybercabs couldn't be regulated as well. In a lot of places that would likely be the only way to do it.
    1
  19130. Those radical attempts have already been codified into law. Any internal combustion car made will be locked out of most of the world's auto markets by 2035. They're not required to make the change. They only have to do it if they plan to continue selling cars.
    1
  19131. Then you should watch the video again.
    1
  19132. I've always used the Western literature approach of top to bottom chronologically. If I could figure a better way to do it with differing sizes, I'd rethink it. It's already an hour of editing per minute of finished product, so I'm hesitant to take on something that's significantly more work.
    1
  19133. You're consistent, I'll give you that.
    1
  19134. @benjaminsanders1773 I did see this, and I will work on it. Thank you for the encouragement.
    1
  19135. Wow, welcome!
    1
  19136. It just doesn't make any sense.
    1
  19137. Very cool!
    1
  19138. Totally fair!
    1
  19139. Congratulations on your imminent retirement. I'm proud of you. You deserve it!
    1
  19140. It is the 7-seater, but gray is now the free color. Lucky for me because that's the one I really wanted.
    1
  19141. The fuel switch was something I had missed, so thank you for that. Others have also pointed out that the Falcon uses a disposable 2nd stage, while Starship will re-use the upper stage. I can see how refurbishing a Starship will be cheaper than building an entire brand new 2nd stage for every launch.
    1
  19142. Easiest way to know it's not for you.
    1
  19143. Wouldn't surprise me.
    1
  19144. Except they still put vents in those spots.
    1
  19145. Thanks Joel! Love you guys too. Without viewers, there's no channel. ;)
    1
  19146. There are just too many Chinese brands for all of them to survive. There's well over 100 trying to be the next global player, and the globe just isn't that big.
    1
  19147. Carwow was actually a great choice. They're the biggest auto channel on YouTube. Any good PR department would absolutely get them on the list... but to leave off EVERY Tesla-specific voice? I couldn't agree more about Bjorn. Him, Lars from Best in Tesla, somebody should have had the opportunity.
    1
  19148. The facts don't support that conclusion. Tesla is the single.largest beneficiary of every aspect of the IRA. Charging, EVs, and battery manufacturing. Trump literally called Elon a loser with failed products. How do people not remember this?
    1
  19149. A couple times. I usually get Wally Shawn, which is pretty inconceivable.
    1
  19150. That's not what a combover is.
    1
  19151. Too soon to say.
    1
  19152. So just straight up lying? Come back with better material.
    1
  19153. The comparison really is difficult. The question becomes whether it will be easier for legacy auto to scale, or Rivian to get their cost controls in order. The "problem" with Rivian is that they tried to build the perfect truck, and it's damn good, which is especially impressive for a first offering. Perfection is expensive, and increasing scale can only save you so much. They may also need to trim features, or at least put more of them into premium packages. Make no mistake, I am damn excited for Rivian. I even went to their headquarters last month when I was in Michigan, and maybe next time I'll be able to get inside. They have a pretty good chance of making it.
    1
  19154. Thank you so much!
    1
  19155. At a lower price?
    1
  19156. Why, whatever could you possibly mean?
    1
  19157. Slow and steady. Here's hoping it works. :)
    1
  19158. I don't have to guess how people viewed it. They flooded this channel with comments explaining what they took away from it. If he didn't intend for people to believe he was reaching a scientific conclusion, he should have made that clear. The video wouldn't have even had to be longer to be clear.
    1
  19159. You did watch the video, right?
    1
  19160. This requires experts!
    1
  19161. That was my fault. When I setup the camera, it was in the shade, but the sun shifted by the time the 2nd take happened and I missed it. Lesson learned.
    1
  19162. Totally agree! I'm at the mercy of the pilots though. :(
    1
  19163. * Administration, not agency. ;)
    1
  19164. Exactly!
    1
  19165. Not sure if you've ever insured a car, but full coverage doesn't cover mechanical repairs. You should look into that.
    1
  19166. I don't recall him being a director. I know Arcimoto was a client, but as I understood, that was the extent of it.
    1
  19167. I dislike the way in which the nag is implemented. The range between "can't feel my hand" and "you pulled too hard" is very narrow in my experience.
    1
  19168. Thank you!
    1
  19169. I appreciate that, thanks! YouTube is a cruel beast though. I actually have fewer subscribers today than I did 9 days ago. Pretty frustrating. The videos in this series generate tons of comments and a lot of watch time, but YouTube just isn't suggesting them to very many people.
    1
  19170. Deal! The hard part is already done, which was figuring out how to actually measure the progress and making the initial sitemap for tracking. Updating it from here should take half the time, which is great because this video took WAY too long. ;)
    1
  19171. These inefficiencies are being ironed out. Even in light of these problems, they're still turning a profit. This gives them a lot more runway than their competition.
    1
  19172. I felt it was the least I could do.
    1
  19173. That doesn't sound like what gaslighting is.
    1
  19174. There is no import tax of you build them in India. And of course they need more engineers. That's why there are design studios on each continent. And these are the people who keep the machine running. Where do you suggest?
    1
  19175. More like 3ish, but yes.
    1
  19176. FSD still commands driver attention, and monitors aggressively. Lots of cars with good highway ADAS. Definitely wouldn't drive a car without it in the future.
    1
  19177. Elon knows better than to sue over misinformation.
    1
  19178. It's already the best selling car model in the world, and it just got better. That's a victory anyhow you look at it.
    1
  19179. Gotta go with contrast. I'll just darken the studio and have a sign that says DIMMER. Could do it pretty easily with a TV.
    1
  19180. You're not as clever as you imagine, nor as dumb as you pretend to be.
    1
  19181. Jeff is correct, though it's worth mentioning that BYD is also a huge battery manufacturer.
    1
  19182. Yep! It makes certain aspects of content creation very difficult, nearly impossible. There's a point at which having one results in enough new views and ad revenue to cover the cost, but my channel isn't anywhere near that just yet.
    1
  19183. It shifted years before that. They view X as a tool more than a competitor. They're dying, but it isn't because of Elon, and they know that.
    1
  19184. We've got a looooot of steps before we start thinking about that.
    1
  19185. They HOPE to automate them.
    1
  19186. Thank you kindly!
    1
  19187. I would argue that cutting access to medical care in South Africa that ensures more babies are born with AIDS is not a good thing for humanity, and shouldn't have been done. I don't see any human morality in the cuts, but I know plenty of people who don't understand the programs sufficiently to make a reasonable determination who are praising them.
    1
  19188. That's what I strive for.
    1
  19189. They don't control the entirety of the media. Those authors are only after clicks, and dishonest nonsense drives clicks in ways the boring reality never can.
    1
  19190. Had a '72 El Dorado. Never again, without backup assist anyhow.
    1
  19191. Was never a fair game anyhow.
    1
  19192. I don't know the answer to that, but I agree it should be pretty straightforward. It's either legal or it isn't.
    1
  19193. Very well put.
    1
  19194. They already are. Tesla only provides around 15% of global large scale stationary storage.
    1
  19195. They never said it would be a cast structure. They hold a number of patents for tech that would do that, but that was just speculation from channels that misunderstood the structural philosophy. A single casting would defeat the unboxed method.
    1
  19196. Noted.
    1
  19197. Having a desire isn't the same as having the capacity.
    1
  19198. I just don't have the stomach for options. Can't do it. I've seen too many fortunes lost by the irrationality of the market.
    1
  19199.  @SevenStringShredHead  Half of all trades result in a loss. Being very smart is helpful, but it's no match for dumb luck. Plus there are fund managers who regularly put their fingers on the scale.
    1
  19200.  @SevenStringShredHead  Except that for every dollar someone gains, someone else loses, surely.
    1
  19201. Why are they ranked so low in the UK? I have an upcoming video with Will from Tesla Jigsaw where we discuss BYD's products and sales in the UK, and they're notable, but far from dominating.
    1
  19202. Thanks for the sub!
    1
  19203. If they crack that a year or three before the competition, demand will be insatiable. That's still a big if though.
    1
  19204. They still have a way to go, but it's very promising. Thanks for sharing some perspective from the road.
    1
  19205. That would make sense if taxis didn't exist.
    1
  19206. Everyone has a price. It's fun to pretend it isn't so, but it's true. Lucky for my viewers, my price is insanely in excess of my actual worth, so there's no risk of those two numbers ever intersecting.
    1
  19207. You watch too many movies.
    1
  19208. I wouldn't bother driving that wedge. Maybe she'll figure it out, or maybe she'll stay unreasonable.
    1
  19209. Much appreciated!
    1
  19210. Hey John, YouTube isn't loading right, why is that a problem I feel inclined to address to YOU?
    1
  19211. "Well we're not the ones answering the loaded questions!" - JD, probably.
    1
  19212. Underestimating Tesla demand has bankrupted a lot of traders.
    1
  19213. Nope. We're done with this.
    1
  19214. There wasn't, but it's still a prototype so it's all subject to change.
    1
  19215. Blink twice if Joe McCarthy is in the room with you.
    1
  19216. I'll ask him.
    1
  19217. Is it really a complete test without that?
    1
  19218. I've only seen small ones. I suspect the issue is the energy density and ease of refueling make it difficult for batteries to compete.
    1
  19219. For an awful lot of manufacturers, yes. Getting better every year though.
    1
  19220. This was recorded before that news broke.
    1
  19221. Oops. Good catch.
    1
  19222. The bed has slats for locking bolts. This is better because it brings the center of gravity down to the bed level, rather than the top of the bed rails. This improves stability. Hope this helps.
    1
  19223. As I recall he owns a very old Model S. The kind that had no autonomy features.
    1
  19224.  @craigarnold1212  Exactly. I haven't watched hundreds of hours, but I've watched an awful lot. One striking difference is that Tesla fans (and channels, including my own,) will gladly show the shortcomings. I put up a whole video on the 2nd channel showing a drive where we threw every imaginable "impossible scenario" at it to see how it did, and it showed it still had a lot of work left to be done. I could have done an easier route, given it ten runs to take the best one, or just edited it to make it look better than it is. I didn't do that because my objective is not to strictly boost Tesla, but to honestly represent what I still consider the best autonomous system available for purchase today.
    1
  19225. If the new front, so similar most people didn't realize it had been changed, you must not have liked the original either.
    1
  19226. If they really want to deal with that much paperwork, I guess let them? Seems a bit excessive to me. If the footprint of the factory works with the environmental regulations, I'm not sure how the placement of particular equipment inside would matter, but that's up to them.
    1
  19227. This has been added for the update. Thanks for the suggestion!
    1
  19228. Oh yeah, it would.
    1
  19229. Wow, thank you kindly!
    1
  19230. It's tough, man. The "all in on infallibility" channels grow like crazy, but I'm not here to reinforce an echo chamber. Casual viewers mistake me for one of those because the news is almost always good. There's a huge difference between usually good and always good, and the critical element is the capacity to be honest, even when it's uncomfortable. I sometimes wonder how successful I'd be if I didn't have scruples.
    1
  19231. I've been here for years. Hundreds and hundreds of videos. It's just tough to get YouTube to show the videos to new viewers. Welcome! I'm a guy who gets out of the studio as often as possible to attend events far and wide, meet as many experts as I can, get as many as possible on the record, and get the rest who'd rather not be public to at least share information with me. It's an awful lot of work, but it's worth it and I enjoy doing it.
    1
  19232. On it!
    1
  19233. I am a leaf on the wind.
    1
  19234. The Tesla semi dominates every metric. They just gotta get going on the production.
    1
  19235. Didn't appear so, but the camera is slightly higher up, and with the completely redesigned back, the vortex is completely changed. A dirty back camera been designed out of the system entirely.
    1
  19236. That would make sense.
    1
  19237. In addition to not being tax dollars, why is that no one raises the issue with the manufacturers buying them? Their profits wouldn't be as high as they are without the ability to buy credits instead of paying the fines. By this reasoning the savings from buying ZEV credits would be a subsidy, and for that matter, not paying the fines results in lower revenue to the government. Sounds like the credit buyers are the real welfare queens.
    1
  19238. It comes down to cost. Carbon fiber wheels are expensive because there isn't a good way to make them cheap. Magnesium could remedy that, but I'll leave that to others with better insights.
    1
  19239. Appreciate that!
    1
  19240. Wildfires make for crazy times. Surprising more hasn't burnt.
    1
  19241. Wow, thanks!
    1
  19242. That was revised 6 or 7 quarters ago. Literally anyone paying attention expected it.
    1
  19243. That sounds like a personal issue. If you're the kind of person who only clicks on thumbnails with juicy titles, you're going to have a 2nd tier experience on any platform. This video is not clickbait. VIPs were told last month the event would be held on October 26th, and it appears they've been contacted to let them know it's being delayed, and there is not yet a date assigned. That means the title and thumbnail are accurate. If you're going to complain about clickbait, at least target actual examples that fit the description.
    1
  19244. Berlin and Texas both have Elon's blessing on the condition that it "doesn't interfere with the workers". I'm not aware of any permission in Shanghai, Fremont, or Nevada, but I think it's fair to assume this extends to all the locations. These permissions were granted after security at those two locations asked pilots not to shoot anything at all. This is why this pilot shoots near dawn on Sundays when Giga Berlin has very few people on site.
    1
  19245. The algo has just been destroying the channel lately. Talked to a buddy of mine yesterday who told me he never even sees my videos on his front page, even though he's subscribed with the bell turned on. So brutal.
    1
  19246. On who?
    1
  19247. Any time!
    1
  19248. It does not appear to be. That's being introduced with Cybertruck, and presumably the Compact.
    1
  19249. Maybe zoning regulations?
    1
  19250. No he didn't, but man did he talk a good talk. ;)
    1
  19251. I've provided more of that in the past, but it's extremely time consuming. I hope to return to doing those soon.
    1
  19252. Not very constructive, sir.
    1
  19253. He really doesn't. He made a video expressing reasonable skepticism about the Hyperloop white paper and it blew up with views from the Elon haters. Now that's his entire business model, and it makes him blindly irrational. He's playing to the cheap seats and it's made him successful, but he had to sell his soul to do it.
    1
  19254. That may be.
    1
  19255. But he wasn't. Tesla boomed over the last four years. The EV incentives may have been designed to help the Big 3, but they disproportionately helped Tesla more than anyone. Same is true of the charger buildout, battery manufacturing credit, all of it.
    1
  19256. Nice!
    1
  19257. Sadly no. :(
    1
  19258. Tens of millions of people can afford them, but they only sell about one an hour. Get better at math or start listening to people who are.
    1
  19259. That phrase has a meaning. It doesn't fit here.
    1
  19260. It's dangerous, but protective of me. It's my geriatric chihuahua and it's got your number.
    1
  19261. Your secret sex fantasy is your to have, but maybe keep that to yourself. This isn't the venue.
    1
  19262. Totally.
    1
  19263. Simon's website: https://xlightshows.io/
    1
  19264. Definitely. If it's 50% new that would suggest there are hundreds of changes at least. The entire interior is new. The entire front & rear clips are new. The suspension is all new. All of those are just the things we can see, to say nothing of the ones we can't. It would be harder to name the things that haven't changed. Why 50 though?
    1
  19265. Fascinating. Not sure how that didn't get stuck in my head, since I've watched the show twice fully, and some parts more than that. It appears to be one of those words where common usage usurped traditional pronunciation, and both are now listed as acceptable. Had a speech/debate teacher in high school whose biggest pet peeve was oft & often. Apparently the T is silent in often, and often mispronounced. She was furious when someone brought a newer dictionary to class which showed that the audible T was now acceptable due to its common usage. She still wouldn't allow it. She argued that just because enough stupid people say things wrong doesn't mean it's right, but that's how the English language works. Thanks for the rabbit hole and the walk down memory lane.
    1
  19266. Deserved consideration.
    1
  19267. Because your capable of rational thought. I'm guessing you didn't actually watch the video.
    1
  19268. If they aren't planning to sell them (or lease them) why show them off at all?
    1
  19269. That's right, thank you for the reminder.
    1
  19270. @Notme-tq4xs I think they still have a few years of showing positive growth before the rest of the industry outpaces them on EV production. Hopefully they'll pivot before it's too late to catch up, but I wouldn't be surprised to see them declare a Manhattan Project level emergency retooling in the future.
    1
  19271. @MegaWilderness Good thing the vehicle is intended to be sold primarily in developing markets where consumers aren't expecting Plaid performance.
    1
  19272. Would be great, but I suspect times have changed a bit in 60 years, and I can't imagine there are many left at Ford from those iconic days.
    1
  19273. A tuk tuk on Alibaba is under $2,000. Even at $10k I see this being a tough sell.
    1
  19274. Hoo boy, could you imagine?
    1
  19275. Probably used a week whacker.
    1
  19276. The other manufacturers refuse to provide data.
    1
  19277. That's us! Guess which one yer mom calls me? 😉
    1
  19278. That's not what he's doing though. He may be supporting speech you like, but that's not the same as supporting speech.
    1
  19279. @edwinungerer7989 There aren't enough camera ports to accept two additional streams of data.
    1
  19280. They wanted something that would draw a crowd, and it did.
    1
  19281. Thanks for being here for it.
    1
  19282. That's a good point, though we did get to see a photo of the aftermath which appears to confirm it.
    1
  19283. That's the plan!
    1
  19284. Turns out I got to be clever too! I beat the analyst consensus in 5 of the 8 metrics. Fairly pleased with that, though I think I can do better next time. ;) I put a graphic up on my Patreon. It's a public post so you can go check it out for free.
    1
  19285. Glad to have you here! Jeff is a great guy and does really great work. I'm really happy to see that others share in the enjoyment of what he makes.
    1
  19286. Fair point.
    1
  19287.  @TheZackrambo  Tesla went from closing the exterior walls to production in 4 months in Shanghai. If we can see walls closing in the next 7-weeks, end of June all the sudden doesn't seem so crazy.
    1
  19288. This channel still has runway. It's my comedy channel at www.YouTube.com/glossynews that WILL be demonetized in a matter of days due to insufficient watch time. I've published 18 new videos over the past 18 days, but they don't show them to anyone, so they all fizzle and die.
    1
  19289. Oh I won't wonder. It was always the issue of cost. ;)
    1
  19290. I see I've got your attention.
    1
  19291. With taxes and FSD it absolutely was in 2021.
    1
  19292. Met with a guy in Salt Lake yesterday, and when we at the SuperCharger he spotted his THIRTY NINTH Cybertruck. Yes, he's been keeping count. Admittedly, some could be repeats, but they're already getting out in the wild in impressive numbers.
    1
  19293. That's a great idea in a vacuum, but we live in the same connected world. I'd prefer to live in one with clean air, clean water, and energy independence. That doesn't happen on its own. It could eventually, but you and I wouldn't live long enough to see it.
    1
  19294. I'm on HW4 which never once phantom braked for me. Still was hoping to see v12 before my trial existed, but no such luck.
    1
  19295. Legend!
    1
  19296. Because they don't care if you lose money.
    1
  19297. I keep hearing that, but I haven't seen any proof. It's still moving along, equipment is being installed, and apart from the Automobilwoche rumor (which was disputed by everyone apart from their "anonymous source") I'm just not seeing anything to support this conclusion.
    1
  19298. That's the most recent full year. Until the year is over, data is harder to find, and necessarily incomplete.
    1
  19299. Nope. YouTube definitely has some issues.
    1
  19300. It looks like it did at the reveal, and the specs for dual motor are pretty much spot on.
    1
  19301. I've never heard anything about this being connected via tunnel. That would be a very expensive way to do it when there's a private road right there.
    1
  19302. If a tech works, it can be certified.
    1
  19303. We won't fit in a Model 3. 🙁
    1
  19304. I don't know, but my first instinct is probably not. The use case for a semi is very specific.
    1
  19305. Fair.
    1
  19306. "Two weeks." - Elon, probably.
    1
  19307. That's the likely path. I just worry about any particular cut being the thing that kicks off a death spiral. I could cut my output in half and never leave the studio, but there's a very real chance that would kill the audience interest.
    1
  19308. You bet!
    1
  19309. It's not a pollutant, but it is a greenhouse gas which is cooking our descendants. They deserve better. I'm not so selfish as to sacrifice our species for temporary gain. Gas powered cars do have harmful emissions though, and not just from the tailpipe. The excessive brake dust is terrible for things that breathe.
    1
  19310. No worries!
    1
  19311. Oh, you wanted a wiring harness?
    1
  19312. The cost would be staggering.
    1
  19313. Wheel doesn't look square to me.
    1
  19314. The weight prevents racking. Joe Tegtmeyer's October 19th video shows about 10,000 of them being stored at Giga Texas, which is an awful lot, considering they are only now hitting 2k/week, and that includes the 2170 version.
    1
  19315. There is a widely circulated claim that it trained on data from other AIs. I can't speak to the merit of such claims.
    1
  19316. Oh I'd LOVE to see him try to make deductions from this mess.
    1
  19317. That's more like it.
    1
  19318. I suspect the slowdown for a retooling would be minimal under Tom Zhu's supervision, and the rumor I'm hearing is that we won't see Highland from Fremont until Q1.
    1
  19319. There's not much hesitation. The permits have even been approved.
    1
  19320. He wears it well.
    1
  19321. What's this?
    1
  19322. If this wasn't your first video here you'd understand how laughable that claim is.
    1
  19323. R&D is also a write off.
    1
  19324. See you there! And thanks for coming along for the ride so far.
    1
  19325. It's VERY strange. I had no idea the feelies were so raw that explaining why a buyback is off the table would be seen as controversial. Some folks like their blinders.
    1
  19326. I'm deeply flattered that you think I have the capacity to effect the stock price. I don't. Channels 10x my size don't either. Hell, channels 100x my size can't move it, but it's very sweet of you nonetheless.
    1
  19327. It isn't, though it likely should be. It brings zero value to society.
    1
  19328. I mean, okay.
    1
  19329. You know it.
    1
  19330. I appreciate the fact that you took the time to use actual figures in your reply. This sort of comment adds value, regardless of whether or not people agree with you. Great stuff! And I think we'll have a much clearer picture when both are on the market. Ford has a solid reputation for delivering pretty precisely on their specs, for ICE obviously, but also for the MachE. That's helpful. Tesla doesn't miss their benchmarks either though, and apart from timelines, has more often over-delivered on performance. When the Lightning was announced in 2019, they said deliveries would begin "next year", which as last year, and now the official word is "Spring 2022," so delays aren't unique to Tesla. It will be very interesting to see them head to head when the time comes, and I suspect there will be no clear winner among most who actually get to review them both.
    1
  19331.  @honeybadger2132  The casting is aluminum. Only the body is stainless, which replaces the traditional steel body and steel or aluminum frame. It's a two-fer. While we don't know what the weight savings will be, it is very reasonable to assume there will be one.
    1
  19332. I know a couple who drive Teslas. One goes through tires pretty quick, the other as slowly as on any car they've ever had. It's entirely down to how you drive. I'm at 5k miles and my tread depth appears unchanged from when I bought it. As for insurance, I'm paying the same through Progressive as I would on any other new car. Perfectly reasonable. The battery is NOT an issue. The federal minimum is 8yr/100,000 miles regardless of manufacturer, and some companies offer ones that are even more generous. They're comfortable with this because they know they just work.
    1
  19333. Boom! What a breakdown!
    1
  19334. Thanks 👍
    1
  19335. Can't wait!
    1
  19336. Absolutely.
    1
  19337. Interesting.
    1
  19338. What's stopping them?
    1
  19339. I imagine you'd still need to press the talk button.
    1
  19340. Do they use salt on their roads?
    1
  19341. Very cool! How do you like it?
    1
  19342. I think 50k is the stated capacity, but I suspect it's vastly higher than that.
    1
  19343. You bet!
    1
  19344. The reason semis don't have airbags as standard equipment is because they're intended to mitigate rapid deceleration. That's rarely an issue due to the sheer weight of a class 8 truck.
    1
  19345. What was it?
    1
  19346. I'd be curious to know why the eC3 isn't selling better.
    1
  19347. My parts were about $350. Still not bad.
    1
  19348. Will do!
    1
  19349. Good point! I'll be sharpening up my competition numbers on the updated tracker in January or February. It will be interesting to see how they're looking. Though they could roar back once the chip shortage ends, though I'm not wholly convinced.
    1
  19350. It's a logistical nightmare. It's why no one's done anything like it yet. Trailers don't remain in motion the way the trucks do.
    1
  19351. On it!
    1
  19352. Big oversight on my end. Will get that added on the revision, thanks!
    1
  19353. Even the bloopers are awesome to watch.
    1
  19354. Is the answer money? Because Bugatti money can get you a whole heap of horsepower.
    1
  19355. Would be nice, but there's no mechanism in the law for that.
    1
  19356. I'm not sure if this is a serious comment, but let's pretend it is. The reason people not mentioned in this video do or don't do things not mentioned in this video would require at least thousands of videos to address, if not millions. I don't know who would have issues with those other projects, what issues they would have, or if any of those issues have even been raised already. If they Hyatt is seeking a permit to discharge 8 swimming pools worth of water into the river every day, I hope there will be a hearing about it, and I imagine people might want to attend. Boring may be an ugly view to some, but that's not what's being discussed. If you watched the video, even if Chap had a magic wand, he wouldn't ask them to stop or go away. He's asking them to follow the law. That's not an unreasonable ask. That strikes me as pretty damn normal.
    1
  19357. I agree.. it's enough to pay for the upkeep and what not without gouging.
    1
  19358. Unclear. I imagine the expected volume was low enough that it was cheaper to use a software limited battery than to engineer and build a whole new one. They've done that in the past.
    1
  19359. Glad you like them!
    1
  19360. He could lose 100% of Tesla shares and still be the 8th richest person in the world. I'd say this is like peeing in the wind, but it's more like just wetting yourself.
    1
  19361. Just look up how many Tesla shares he owns, and how many SpaceX shares. That's the majority of his wealth.
    1
  19362. I'm not moving.
    1
  19363. Doesn't appear possible. Maybe at the state or local level, but getting the big one through was a monumental undertaking, and its unlikely to be revisited anytime soon. 3-wheelers got the short end of the stick. Efficiency isn't even a consideration among eligible vehicles, which feels like a truly wasted opportunity.
    1
  19364. You can, it's just a question of whether the components are mature enough in terms of cost and reliability. We'll know soon enough, but Brembo believes theirs will fit the criteria.
    1
  19365. Why. What ever could you mean? 😉
    1
  19366. This provides better alternatives. That's why buyers are going bonkers for the F150 Lightning's frunk.
    1
  19367.  @mnotlyon  The sub-bed compartment would be way safer for gas cans. Bulky and dirty stuff doesn't describe millions of truck owners, and I can't imagine them reaching over the side as much with those. Besides... bulky? The lightning has a 5.5-foot bed despite being longer overall. Have fun with that, I guess.
    1
  19368. No. Words have meaning.
    1
  19369. Even at 150hp, there should be enough. Hard braking is sufficiently rare that the added cost of motors would likely be enough to offset it.
    1
  19370. The EPA has been captured and weaponized. There's no excusing or explaining it. It's pathetic and shameful.
    1
  19371. It's true, but ignores the reality. How could everyone charge at once? Many are on the road at any given time, and the ones at home are already charged.
    1
  19372. You bet!
    1
  19373. He isn't. He may be your kind of person, or your idea of a better person, but if all you want is to avoid unpleasant realities, by all means, make your way to the exit.
    1
  19374. I am 100% at peace with that, thanks!
    1
  19375. Uh, I'm pretty sure he can afford lube.
    1
  19376. You're in the running, but I imagine I'll have merch with me on the summer roadtrip, so at least you can look forward to that. ;)
    1
  19377. GM and Ford are likely to survive. The UAW plants may not fare quite as well.
    1
  19378. New cells have difficulty matching the voltage of older cells. That imbalance causes packs to fail. BMW started with modules and cells that could be serviced in that way and it tends to fry the entire pack.
    1
  19379. Tire wear is no joke. Burning through them like incense is preventable, but it's not nearly as much fun.
    1
  19380. A separate question, but a valuable one.
    1
  19381. 3 and Y are still combined, and they're significant.
    1
  19382. Thanks 👍
    1
  19383. Tesla doesn't import cars into the US from either of the overseas factories. The ones made in Shanghai are exported to other countries throughout Asia, a little bit into Europe, and into Mexico.
    1
  19384. You and me both! I'll keep 'em coming!
    1
  19385. Absolutely. Installing L2s is vastly cheaper too. If a shopping center could install 10 L3s vs 20-30 L2s, I feel they'd get a lot more destination benefit from 2-3x as many drivers hanging out 3-4x longer. Not to mention it's better for battery longevity.
    1
  19386. As is tradition.
    1
  19387. I appreciate that!
    1
  19388. Not 36. It's 7-10 depending on the configuration (of both).
    1
  19389. You can just say you like 'em.
    1
  19390. Whoever convinced you of that does not have your best interests at heart.
    1
  19391. O would agree, but whatever the legal standard is was apparently met, so it goes to trial.
    1
  19392. It's not for you then.
    1
  19393. ADubbs gets it.
    1
  19394. 🎉
    1
  19395. Herbert's been asking that for a good while too. I still think the compact will exist, and be smaller than the 3, but that doesn't mean the 3 can't get more affordable and profitable too.
    1
  19396. It's not funny to investors.
    1
  19397. Impossible to know. Tesla is a visible percentage of their sales,, so on the face you'd say low single digit percentage, BUT without those orders, the backlog would be shorter, and likely the prices lower too. During the week of spring break, traffic feels like a breeze. Feels like half as many cars in the commute, but it's only a reduction of 5-10%. Tesla's orders may be that small percentage that makes all the other orders worth more.
    1
  19398. If you think China is representative of a communist government, you know less about China than you do about Tesla.
    1
  19399. I don't think he's planning to make anything but hype. Pump it, cash in, head for the hills.
    1
  19400. The union thinks it's fair. They never address CEO pay.
    1
  19401. Agree entirely.
    1
  19402. Found the guy who didn't watch the video. Lol.
    1
  19403.  @devolstoddart2842  There's no way you watched it if that was your conclusion. Rule one of lying club is you gotta keep it believable.
    1
  19404. Maybe look at the other comments. You seem to be missing quite a lot.
    1
  19405. Thanks!
    1
  19406. I appreciate that!
    1
  19407. She replied to a Tweet today from someone saying his company had ordered 50 of the eCascadia trucks, and her reply was "Which one so I can sell my shares!" Like she has stock in every shipping company. What dishonest lunacy.
    1
  19408. I'm with you on this. Rebuilding of having a less than optimal space costs money, but time also costs money. If you think a 30-foot span is adequate but might need a 35-foot span, couldn't it be more capital efficient to overbuild today instead of waiting to know the requirement with laser precision?
    1
  19409. One of the greatest documentaries of the 80s. Pretty sure it was a documentary. I choose to believe it was.
    1
  19410. I don't, but welcome back just the same.
    1
  19411. @billyrio3767 I've been saying this since before the first reveal. If humans sometimes need an extra hand, surely bots built in the same formfactor would benefit from it as well.
    1
  19412. Exclusively, as far as I can tell. Unless you mean the airless kind, in which case, those aren't quite ready for market yet.
    1
  19413. Appreciate that, thank you!
    1
  19414. Interesting.
    1
  19415. Or, and hear me out, you could actually WATCH the video to see the methodology, and maybe look back at the previous two in the series where even more of the groundwork was laid out. I mean, yeah, you can just complain about the things you didn't take the time to understand, and I get that that's an easier thing to do, but for real, no joke, you could slow your roll, Sonic, and actually consume the information. If you think remediating a thoroughly dredged swamp is easy, or that it isn't more work than erecting a single steel column, my friend, you may need to reconsider the scope of the site. Electrical and plumbing can all be done in series in ways backfilling the site cannot. Dickn't, my friend. That is to say, be not one.
    1
  19416.  @zalman7208  Okay, cool, will do! Thanks for bringing absolutely nothing to the conversation apart from snark and condescension, and certainly nothing anyone would find valuable. You're doing your part, and that's... something? I guess? But for real, if you have ANY concept of how to track this better, speak your peace. I mean, it's cool that you claim to have a lanyard, but it's ten thousand miles from helpful. Be better, Zalman.
    1
  19417. @Duncan Adams biggest in north America. Ever so slightly smaller than Giga Shanghai and they're already out of room. This building will be fully utilized very quickly.
    1
  19418. Indeed.
    1
  19419. Glad you enjoyed it
    1
  19420. If you did, water under the bridge. I didn't go back and re-read the comments, and I'm not going to. I only share what I can validate, and my reputation back then wasn't yet established. I went there. I saw what I saw. It led me to concerns that ultimately came to pass.
    1
  19421. These are what I come here for. Nice!
    1
  19422. I appreciate the local perspective. One thing I said in the Q&A on the longer version of this video was in response to the concern about violent crimes. There are plenty of videos of scary encounters on YouTube, which I'm sure can and do happen all over the world, but it's still a valid concern. What I suggested about that is that pouring money into an economy can make huge strides to reducing crime. Desperately poor people do desperate things. People don't need harsher punishment, they need the ability to survive without resorting to crime. Tens of thousands of new, good paying jobs equals money.
    1
  19423. Happy new year!
    1
  19424. Hope so. Maybe I'm another year. Things tend to get easier when you break 100k.
    1
  19425. I just googled pictures of "Honda element gas tank under seat" and found images that show it runs along the driver's side under front and rear seats. Your model might be different, but it's just beneath your feet.
    1
  19426. I can't promote a dead end. Nio looks more like a jobs program than anything else. They may stabilize in China, but their prospects as a global leader are increasingly bleak.
    1
  19427. That's quite a compliment coming from you. Your interviewee skills are top notch.
    1
  19428. Didn't the iPhone event have a solid, imminent release date?
    1
  19429. Being boycotted by someone who has literally never left a comment before isn't the powerful protest you imagine. Hilariously though, you leaving the comment means YT will show it to even more people, so thank you for that.
    1
  19430. Some people don't remember, but other never knew it in the first place.
    1
  19431. They must be getting a bulk deal at this point.
    1
  19432. Okay. What if it is? They're already doing tasks at a variety of factories around the world, and being deployed by a handful of builders that we know about. I'm not among those suggesting they'll be able to do everything in a matter of months, but they're already real, and they appear inevitable.
    1
  19433. They're designed for direct exposure. Cheaper to make a quality housing than to hassle with a canopy.
    1
  19434. Yep! Interesting to see how so which dystopian elements those old thrillers got right.
    1
  19435. Thanks so much!
    1
  19436. The trick is charging takes more space to handle the same number of cars per hour. The ones close to my house don't have the space, but the newer ones close to the highway could do it.
    1
  19437. Most of the hype channels focus exclusively on good things done by Tesla, while only covering the competition in regards to how poorly they're doing. I don't feel that paints a terribly complete picture. You can love your favorite team while still admitting the 1st baseman needs to be replaced, and recognizing that other teams are also quite good, even if they're a distant second.
    1
  19438. Appreciate you, Jeff!
    1
  19439. I appreciate that
    1
  19440. A bot can cause catastrophic problems without moving quickly. Knock over a candle, drop something heavy, push something light into something heavy. The manufacturing won't take the 9s, but the AI running it may.
    1
  19441. How do they travel now? If there are cabs with car seats, there will be ones in the future.
    1
  19442. Then this product isn't for you.
    1
  19443. Super easy, barely an inconvenience!
    1
  19444. Lolwut? Please look up a BUNCH of the words you just used, because they make no sense in that order in this universe.
    1
  19445. Would be difficult to predict without also knowing who all is going to be in the house & senate. Often times once a law is passed, it's very difficult to rescind. It may not change at all.
    1
  19446. 😁
    1
  19447. No and no.
    1
  19448. They're starting to seem a bit unstoppable. Even if Fremont is required to undergo a second shutdown, models will continue being built and sold out of Shanghai.
    1
  19449. No one.
    1
  19450. Video coming tomorrow. He's hostile to EVs.
    1
  19451. Well that's not a thing.
    1
  19452. The original plan was to launch with the 250 mile single motor configuration.
    1
  19453. Ah, so you don't understand how recalls work. That makes sense.
    1
  19454. Trim pieces. Not body panels. Step up your game.
    1
  19455. Wait you want me to NOT wait for data before making a conclusion on the numbers? I can't do that. I know a lot of folks will, but that's not for me.
    1
  19456. I'm data-driven. There is no data to support any part of your claim.
    1
  19457. Tesla has a PR department in Germany, which serves the greater European market. I know because I'm mad jealous of those who get access to it while I'm stuck blindly tweeting into the void.
    1
  19458. I didn't write the presentation, only the title. The cost savings is a common reason list as to why they think they're the best option for them. When you try to put nuance in a title, the video dies. It just kills it. A title that's half as interesting doesn't get half the views because YouTube's algorithm considers the click-through rate, and if it isn't high enough, they just stop showing the thumbnail to people.
    1
  19459. It's not something the union can negotiate. This is the red meat thrown to the masses to rile them up. The second the strike ends, Shawn will forget they ever brought it up.
    1
  19460. It's already approved in 7 states.
    1
  19461. Thanks! Will do!
    1
  19462. Had it happen a few times already myself. Not torrential even, just the spray you get on highways in a good rain.
    1
  19463. What federal funds?
    1
  19464. Sweet. No one is pretending city passenger rail isn't electrified. It's the 150,000 miles of freight lines we're talking about.
    1
  19465. Good point.
    1
  19466. Awesome, thank you!
    1
  19467. We are nothing, if not classy.
    1
  19468. Interesting idea.
    1
  19469. Possible, but I suspect it's unlikely. They'd probably reduce battery size and total weight instead like they've done on other models.
    1
  19470. Our pleasure!
    1
  19471. Thanks! 👍
    1
  19472. That is NOT what Nio is offering. Good grief, Charlie Brown.
    1
  19473.  @Jasedabass  Sischerlich.
    1
  19474. Haven't heard the song in 20 years. Was pretty surprised it even popped into my head in the moment.
    1
  19475. It's a slider on the top left of the screen. They already use it in the S/X, and it's not a big deal. The blinkers though, there is an added utility to having them stationary rather than on a rotating wheel.
    1
  19476. You're on the wrong channel, champ. Always take the temperature before jumping in.
    1
  19477. What are you even talking about? Lol.
    1
  19478. Lol
    1
  19479. I'm not sure if you've seen how Tesla directs drivers to chargers, but it's fascinating. Put in your destination, and if it isn't enough, it will direct you to a charger along the way. Done.
    1
  19480. Sounds great! I'll Tweet my whereabouts, but plan to be floating around the entire time.
    1
  19481. Retirement funds, ETFs, hedge funds, those are all cults, right?
    1
  19482. That's only one element. Even if they fix that, which even you admit they haven't, it's not enough to make it work.
    1
  19483. Check out their cash burn. It's exciting!
    1
  19484. Extremely rare.
    1
  19485. Have you looked on PlugShare?
    1
  19486. The car carriers have been loading in every video. I've watched them all. If someone tried to tell you deliveries are under 1,000, even though that snapshot only represents 48, I'd advise you to be skeptical.
    1
  19487. If you're the last guy without chips, you have to figure out how that happened and sack the relevant parties.
    1
  19488. The cost of implementing and maintaining such a system is vastly more expensive and frustrating than replacing a few dozen cables.
    1
  19489. Thank you very much!
    1
  19490. If the onsite cell factory isn't ready (which I expect) they'll likely come from Kato Road or Giga Nevada. Kato is working on the dry electrode, which is challenging. 4680 is just a form factor though. Panasonic has announced its intention to mass produce them using conventional methods and chemistry, which could begin in Nevada essentially any time. Panasonic has been pouring a lot of money into that factory.
    1
  19491. Will they learn from it? Surely not. They'll say better no factory than non-union. It's madness.
    1
  19492. They can, but not the way it's built today. The clean sheet refresh is in the works, and it surely will address these inherent inefficiencies.
    1
  19493. I hope not. There's no yearning for a 3rd place, and I can't imagine drivers wanting to schedule their social lives around charging.
    1
  19494. You ask that question, you don't get an answer, and you don't get interviews in the future. I asked different questions to get the answer. It's because they don't design or build them themselves, or in any unified way.
    1
  19495. What the hell are you talking about?
    1
  19496. Was it spelled wrong, or are you asking where it is in the video?
    1
  19497. Nope. We have just spent more time researching than the average person. That's why we share what we find.
    1
  19498. No free lunch my friend. If their batteries are going to die, and they keep them "free" forever, they'll go broke.
    1
  19499. The purchase isn't, but the mileage surely will be. Thanks!
    1
  19500. Berlin's progress is mostly inside at this point. Though we may soon see some movement on new ground over there.
    1
  19501. I liked both Ora cars, the Funky Cat and the tentatively named "Next". They may not match Tesla out of the gate, but they'll likely be about as good as the majority of EVs.
    1
  19502. It's already in the billions and will only grow from there. But you're right, when it comes to stationary (grid scale) storage, you could chew through a terawatt and still have room to grow.
    1
  19503. Agreed.
    1
  19504. I got to meet Matt in Vancouver last year. Great guy, solid content.
    1
  19505. Then you're an absolute tool, because we discussed the new front casting in the second half... Are you new here? You think I waited past 700 videos to NOW start doing clickbait? The hell is wrong with you, dude?
    1
  19506. You are welcome!
    1
  19507. That old dino burner becomes a used car. Most all new cars do eventually.
    1
  19508. Haven't been able to find anything out about the reason for leaving, though it did happen hot on the heels of the water being shut off, so maybe that was the final straw?
    1
  19509. Would it surprise you to know I just spent an hour trying to find who the actual biggest advertisers are, and COULD NOT find an answer? That isn't ideal. Kind of feel like that's a place democracy might die as well.
    1
  19510. What level of returns diess this assume?
    1
  19511. I mean... seriously?
    1
  19512.  @bryanwhitton1784  I didn't create the original images, but have tracked from this source before, and have near-absolute confidence in their accuracy. If someone's curiousity is insatiable, they can always jump on Google Earth to double-check, but I believe if they were wrong, the bears would have been the first to point it out.
    1
  19513. It's prohibitively expensive. Imagine having to lay down a mile of inductive charging system and the only benefit is that cars will be able to get a minute or two of charging. Can't get much juice in that time. If they're in the Boring Tunnel, it could make sense to have them at every loading point. Just one underneath where each car stops for pickup and dropoff. You could get by with a tiny battery in that application since they spend about half the time stationary even on busy days.
    1
  19514. Not behave inappropriately with children? That's likely to remain Uber's policy, but individual owners will likely have more options.
    1
  19515. Got it on the list, thanks.
    1
  19516. Twitter is already a place for video streaming. I've seen a couple channels doing it. I know I'm not eligible to monetize on Twitter, and at the rate I'm gaining followers, likely won't be able to for another 3-5 YEARS. I'm not even sure if/how videos are monetized there.
    1
  19517. An interesting idea. The cables would be fatter, but likely no heavier.
    1
  19518. Not sure who told you that, but we already know it isn't true. Not banned. Superior by having less range or lower efficiency?
    1
  19519. And we also hate ads more generally.
    1
  19520. Riiiiight. Because someone who works in this space every day doesn't have everything right at the top of their head, your offhand, uninformed skepticism is therefor equally valid.
    1
  19521. I've never once waited at a supercharger, and I've driven all over the country. 30 minutes to 55% is something I've never seen.
    1
  19522. Reports are good so far. I'll see if I can scare up some guests who can speak from experience.
    1
  19523. Glad it was helpful!
    1
  19524. Nio has a very tough road ahead. If they can get to top-ten in China, they'll stand a more serious chance globally.
    1
  19525. Glad you enjoy it!
    1
  19526. Doing the actual research, of course. Typical!
    1
  19527. Yep. I imagine my lack of TV looks is working against me, but it's the face I have. :(
    1
  19528. You'll have to be more specific. Viewers say I'm much too big of a fan of China, and of Tesla, and often in the same video. If you're too far to one extreme, everyone looks like your enemy.
    1
  19529. VERY well said.
    1
  19530. Of course not. But the ones that are garbage remain garbage despite how desperately you wish it not to be so. Reality is a harsh mistress.
    1
  19531. I try!
    1
  19532. 1.21 jiggawatts and a charge time of milliseconds!
    1
  19533. They never do though. Only Rob from Tesla Daily has a column, the rest of us are left to whatever it is we do on YouTube.
    1
  19534. The supply shortage has been a shockingly effective equalizer. While the legacy guys had what they considered a rock solid supply chain, but it faltered at the first serious sign of adversity. I'm confident chips will be sorted out long before batteries, but the battery supply is likely to constrain the big dogs far more than Tesla, who has been planning for exactly this ramp rate for at least the last ten years. Tesla is inarguably the buyer of choice due to their all-in dedication on EVs, and their unquestionably insatiable appetite for batteries. Others can still get their cells, but they're unlikely to get them as cheaply or consistently as Tesla. These are all promising signs.
    1
  19535. It is for now though. The complaints we're seeing have all been addressed. The haters have nothing but reruns at this point.
    1
  19536. Thank you!
    1
  19537. They also love the Roadster, which is an objectively problematic vehicle.
    1
  19538. The majority of CARS you see are BYD.
    1
  19539. Seems more likely.
    1
  19540. Thanks 👍
    1
  19541. Ten year old cars are always a gamble.
    1
  19542. Yes you are!
    1
  19543. Says the only subscriber to my OnlyFans.
    1
  19544. Protectionist policies of that degree always carry unintended consequences.
    1
  19545. I've only seen flat rates in Washington. Hydro is so stable and we export the surplus anyhow.
    1
  19546. What a great turnout we had. Glad it worked out. Curious to see how many signatures you ended up with. You should list them for us. Yeah, it's a bit odd that I hadn't yet, right? This was a good first exposure because I wasn't rushed and had an excellent "tour guide" for the endeavor, which made a huge difference.
    1
  19547. Real ones. You could tell.
    1
  19548. Thank you so much!
    1
  19549. You must have a fantastic organ guy.
    1
  19550. Go on.
    1
  19551. Thanks!
    1
  19552. What's the possessive of guys?
    1
  19553. So nice of you!
    1
  19554. No one loves crime. This sentiment is counterproductive.
    1
  19555. Thanks for watching!
    1
  19556. Sounds great!
    1
  19557. It's all about the money, baby.
    1
  19558. Glad you like them! I take these rare opportunities very seriously and I'm glad it shows. When you get someone with this sort of unique expertise, you just gotta make the most of it.
    1
  19559. Thank you! I always have fun with John. This was my third or fourth event with him.
    1
  19560. I feel like there would have been a quicker way to say you forgot to take your medication. Have you never seen any of the videos on this channel? I have conservative guests on hundreds of times per year, and you think I'm on one extreme? Zoom out, my guy. The hostility isn't just gross, it's wildly misplaced.
    1
  19561. He's a character.
    1
  19562. It's their stated intention.
    1
  19563. No, just hostile to EVs. That's why I brought the citations. Data is all there. I did the homework so you wouldn't have to. You don't get to say the homework is wrong while not doing any of your own.
    1
  19564. Which battery companies do you imagine are feeding me? Batteries are better than burning 'splodey juice. It's been studied extensively and every peer reviewed study has reached the same conclusion.
    1
  19565. There's apparently an ETF that invests in the opposite of whatever Cramer recommends. Will be interesting to see how it does over time.
    1
  19566. I've thought about it for years, and watched some friends stage a play on Zoom during lockdown. It was terrible. Nobody took it seriously. Saw a play about a year ago and just missed it. Then took my gang to a Christmas show, saw the auditions, and that was that. I'm one of only two in this cast of 13 they'd never worked with before, so it's quite an honor.
    1
  19567. Tesla is also protected by the CCP. Every major automaker is protected by their home country.
    1
  19568. It emits poisonous gas. The only reason you can't tell is because everyone else is the one breathing it.
    1
  19569. That's not a likely interpretation of the situation.
    1
  19570. I'm all about the mission.
    1
  19571. Correct. It appears Tesla didn't submit the paperwork for it.
    1
  19572. Am I meant to count them? Is there a message hidden in the pattern?
    1
  19573. You bet!
    1
  19574. They have not, and I assume it's because it isn't yet final. Something like 85% of trucks run vastly below capacity (I want to say 50%, so maybe 65-70% of EV max weight,) but at the end of the day, the trucking companies know what works for their routes.
    1
  19575. It says more about themselves, really.
    1
  19576. Very true!
    1
  19577. Thank you so much!
    1
  19578. A lot of things can change. It will be interesting to see how it plays out.
    1
  19579. Fair enough!
    1
  19580. Pretty much that, yes.
    1
  19581. Fact check: TRUE!
    1
  19582. My town is small, and I see them too. They're pretty hard to miss.
    1
  19583. That's a reasonable long term plan, but Tesla needs that pilie of cash to build out the roadmap.
    1
  19584. I'm very curious to see how they deal with wrong-corner car chargers. Might need to make other cars bring an extender or something.
    1
  19585. Appears so.
    1
  19586. Sounds correct.
    1
  19587. It does a bit. They're easier to spot on X because account histories are public (and short!)
    1
  19588. I've only ever seen Megapacks at ground level, presumably due to weight, but you never know.
    1
  19589. It's been expensive to make relative to the alternatives, and more time consuming. They're of the belief that their scale (as well as the scale of others,) may make it cost competitive.
    1
  19590. I like all this discussion, personally.
    1
  19591. That would be cool!
    1
  19592. Awesome! Thank you!
    1
  19593. @David Black The network will be available to other vehicles, but at higher prices and likely slower charging speeds. Watching Teslas come and go while you're waiting for your Lightning to top off IS a competitive advantage for Tesla, but it's only the beginning, because customer data is the real key advantage. If every ID.4 and Niro owner has the Tesla app so they can use the network, Tesla will have a unique marketing opportunity not shared by any other OEM. Porsche spent a fortune trying to market the Taycan across thousands of Tesla YouTube videos. I can't imagine what their marketing budget per unit sold adds up to, but it's surely their most expensive model to advertise. I get that you hate Elon and Tesla, and I appreciate you watching and commenting on SO MANY of these videos month after month, but at some point I hope you can realize that your anger is inappropriate.
    1
  19594. @David Black I am not speculating. They have announced that they will charge more. https://www.cnet.com/roadshow/news/elon-musk-says-non-tesla-evs-using-supercharger-will-pay-extra/ The slower charging rates aren't punitive, they're based on safety. If Tesla can't guarantee the safety at higher charge speeds, they won't do it. There is no contingency in the infrastructure bill that specifies a charging speed, nor should there be. Hook up a Bolt at 250kW and it's going to look like the fourth of July. It will still be faster than the EA station in my neighborhood, but not as quick as you'd enjoy in your Model Y. I understand and appreciate that you follow these thigs closely. I can assure you that I do as well. When I speculate, I (almost?) always include language to make that clear. Your comments include a LOT of speculation. Guillen was at Tesla for 10 years and made $46 million last year. That alone is reason enough to seek out new ventures, and I can't find anything on Google about it being on bad terms.
    1
  19595.  @dmitchellhomes  I wish you could understand how you sound.
    1
  19596.  @dmitchellhomes  I have. Repeatedly. You're just sealioning at this point. Take care.
    1
  19597. Present.
    1
  19598. For what time period?
    1
  19599. That makes sense.
    1
  19600. I wish them the best, and I'm confident they'll sell thousands before whatever comes next, whether it's for the better or worse. But I have to say the hostility of their "fans" is wildly disproportionate to their number of investors and reservation holders. This got 10x the backlash as when I called out GM, and they have millions of fans (and that video got twice as many views.) When I call out Rivian I get literally zero pushback. None. Not one comment. Rivian has a lot of fans. Maybe this is nervous investors terrified after watching the CEO dump $75 million in shares while telling mom & pop to hold steady in their retirement funds. Maybe it's employees going the extra mile after work. It could even be a paid, orchestrated attack, but that strikes me as unlikely on account of how genuinely awful the commenters are. Not in terms of quality, though certainly that too, but in terms of just all of it. The approach, the talking points, the lack of tact or adherence to social norms. That sort of unprofessionalism just reeks of fear to me. Oh well. The more they comment, the more YouTube shows this to new viewers, so I guess hats off to them. ;)
    1
  19601. Did you watch the video? Tesla makes over 5,000 cars a day, and that's before even getting into the fact that it's likely 2-3 weeks of backed up paperwork.
    1
  19602. How much theft and vandalism risk is there inside a facility that is already off limits to humans. Pretty easy to spot someone out of place when there aren't supposed to be any people there at all.
    1
  19603. And yet you knew exactly what was meant.
    1
  19604. Keviiiiin!
    1
  19605. @3DThrills Don't pull that nonsense here.
    1
  19606. Without a doubt!
    1
  19607. You too! I'm already helping Kelli & Chris get the planning done to make next year even bigger and better. See you there!
    1
  19608. Says who? If this is your first day on the topic, I guess the confusion makes a little bit of sense, but no.
    1
  19609. That's honestly not a bad one, though I wonder if the name is taken. I do recall Elon saying it wouldn't be called that, but he says a lot of things.
    1
  19610. Thank you so much!
    1
  19611. That much money could go to anyone's head.
    1
  19612. My son didn't want to be in the video.
    1
  19613. I imagine it would be "seriously".
    1
  19614. You bet!
    1
  19615. I always acknowledge legit issues. Don't mistake my hatred of silly lies for an inability to duly criticize.
    1
  19616. If someone told you Beverly Hills is an unsafe neighborhood, I'd wager they've never been there.
    1
  19617. He didn't. Why make up something so ridiculous.
    1
  19618. It is visually, which is what I was assessing in person.
    1
  19619. Boeing is the largest by volume, and most of it is a single (extremely tall) floor. The footprint of Giga Texas is genuinely massive though. I think VW's biggest factory is still vastly larger though. Like not even close.
    1
  19620. You should look at how it changes week to week to more fully see how quickly things move at Giga Texas. Even since this video there's a lot more walls and almost twice as much sealed roof area. Those are aspects that can all be tackled at the same time.
    1
  19621. Thanks Rick!
    1
  19622. You can do better than that.
    1
  19623. Interesting - I hadn't heard about that.
    1
  19624. The gold paint does a great job of disguising what we're actually looking at.
    1
  19625. Part 3 comes out tomorrow. See you then!
    1
  19626. Model Y was very quick.
    1
  19627. Electra Meccanica isn't a bad looking car at all, if a bit dated. Nothing you couldn't update with some subtle changes. While there are plenty who seldom need a second seat, having the flexibility of one is huge. The vast majority of motorcycles and scooters provide that option. While it may not prove to be a deal breaker, it will limit the addressable market.
    1
  19628. I showed the PDF from the Q3 financial report, which lists operating margin at 7.6%. I saw the 14.35% figure on a few websites, but it doesn't appear anywhere in the published report.
    1
  19629. Timing dips is risky. Best of luck.
    1
  19630. Leave it at the door. If you want to start fights about politics, you're not going to last long here.
    1
  19631. I hope to keep dialing it in over coming months and years.
    1
  19632. Gotta have a base though. With wind/solar, you can easily throttle down, even by tiny bits. Most legacy power plants lack that capacity since there's a longer spin-up/spin-down cycle needed.
    1
  19633. So glad it worked out! The overnight test drive is what really cemented our decision. The car was definitely more expensive than we wanted to pay, but the bottom line came down to safety. Had several viewers ask me to think about how I'd feel if I got in an accident in my old minivan knowing that I could have had them in the safest car on the road. That was the tipping point for me.
    1
  19634. Unknown.
    1
  19635. It's a scientific term I think.
    1
  19636. I think the cost is still the biggest issue for most buyers.
    1
  19637. That would require an entire rethink of the strategy, not to mention hard work. They just wanted hype, and they got it.
    1
  19638. Giga Texas was originally meant to be 3 separate buildings over 2-3 phases, but after the pair of $5B stock offerings to raise funds, they went ahead with all of it at once. It was at that time the road plan was scrapped. There's no place within the structure where a road could be place at this point.
    1
  19639. Thank you! Will do!
    1
  19640. I have no idea what a TETO comment is, but I'll refer you back to the explanation in this video.
    1
  19641. You've seen all my videos, so you probably already know I don't think he's a creep. He's damn smart and successful, and I respect him and his work. I'm not his first one-sided internet beef and I probably won't be the last. A lot of us have trademark characteristics that are part of our brand, though not quite what we're like in real life, and that one seems to have served him well. He's brash and confrontational online, but in person he's very kind and humble. I've only met him a few times at events, but I've seen how he interacts with fans, family, and strangers. I even talked to him briefly in Florida a few weeks ago, and he didn't say or do anything to suggest there was bad blood. He's not for everyone, but I've defended him a number of times from viewers who don't resonate with his style. If you ever get a chance to see him give a presentation in person, you should check it out. He's great on his channel, but at Florida TeslaCon, his talk was off the charts.
    1
  19642. You're not alone, lots of people are doing the same.
    1
  19643. Because most of us drive Teslas, and "finding a charger" isn't a thing. The car does that, and tells you how many working, available stalls are at each one. You put in your destination (even if it's thousands of miles away) and the navigation does the rest. I've never thought twice about it on a road trip.
    1
  19644. They will be launching the factory with Model Y production, followed by CyberTruck. Beyond that we have not heard any product announcements for Giga Texas, but there's sure to be more that are likely in the works.
    1
  19645. Only if you don't count the grading.
    1
  19646. Why should a driver pay for mass transit? Because then there will be less traffic! That's how you get to work quicker if you still insist on driving. Or, and I know this is crazy, maybe THEY can take the train too!
    1
  19647. I'm not sufficiently confident that the footings against the central building are in place, but we'll know shortly. As for the 3x4 gap (as opposed to what we can see will only be 3x3 footings,) this is a function of area rather than actual numbers, since the site's progress is measured by area. These are subtle differences either way and are likely to be ironed out in the next 3ish weeks. Hope this makes sense, and thank you for the feedback!
    1
  19648.  @brucedubbs6939  It's only half a percent of 1/5th of the overall site progress. I prefer to err on the side of caution in my counts. I'll try to find the footage from the attachment between the concrete and the paint shop this week to see if I need to revise accordingly.
    1
  19649. US law requires 8yr/100,000 mile on the battery, which affords reasonable peace of mind.
    1
  19650. Undisclosed.
    1
  19651. Tesla's headquarters left, but production has only increased. Not just at Fremont, but the MegaPack factory has since opened in California. LA Times has been pretty unfair to them for a very long time.
    1
  19652. It really isn't. Wait until you see one in action, or talk to anyone who's driven one.
    1
  19653. The union folks watching it don't seem to feel that way. I'm not on the CEO's side, nor the UAW's side. I support the workers and the cars.
    1
  19654. That's an interesting hedge.
    1
  19655. You're welcome!
    1
  19656. I can't!
    1
  19657. I'm just glad you beat me on the Whistlin' Diesel one, because yours was better than what mine would have been.
    1
  19658. I'm not sure what your referring to.
    1
  19659. So wait, you're telling me Dan is NOT being honest? Well now I've heard everything!
    1
  19660. It was a Subaru. The one with the tiny side windows.
    1
  19661. If we compare the EQB with the Model Y (both of which have an optional 3rd row, so not too different,) the Mercedes comes in about $12k higher (not counting the $7,500 credit, which is only in the US, and only available to buyers in a certain income range.) The superior ride and comfort of the Mercedes is certainly worth a premium, but is it worth $20k more for most US buyers when it has less range, and much slower 0-60 (7 seconds vs 4.8). The huge saving grace (and a reason they scored so well on engineering) is that the EQB has comparable weight to the Model Y without too many compromises.
    1
  19662.  @billsrelectric  Absolutely! Not everyone wants or needs the same thing, and competition is healthy. I know brand loyalists who haven't bought an EV because their favorite company has yet to make one that meets their needs. This is (finally) changing.
    1
  19663. I've asked EVERYONE for empirical proof of the batteries being unreliable, and not one has provided it. If their failure rates are higher than gas cars, surely this is an easy ask.
    1
  19664. The Indian government. If a company wants to enter that large and growing automotive market, they'll have to do so from within their borders or face at least 100% import tariffs. It's a protectionist policy, and an effective one at that.
    1
  19665. Me too!!
    1
  19666. Me too!!
    1
  19667. Me too!!
    1
  19668. You don't like a thing because someone else who likes it is tired of people making stuff up to talk smack? Silly nonsense can be treated accordingly. Should I take seriously the people who say there won't be any aftermarket accessories? Or who think it's going to be a rollover risk despite literally ALL evidence to the contrary, and nothing but a vague memory of completely different vehicles as their frame of reference? If I come across as condescending, that's not my intention. My intention was to be dismissive in a lighthearted fashion, because their contentions crumble under the first ounce of consideration. If you're suggesting you'll form your buying decision on this video, I have to doubt you ever had the intention or means to buy it in the first place. Be real, brother.
    1
  19669. Will be interesting to see what the Cybertruck launch does.
    1
  19670. How do you mean?
    1
  19671. Wow, seriously? If you have more than one size, you're not going to carry twice as many, but a mix of big and small. If you're running volume, you will run out of one size before the other. The only way to guarantee that can't happen is by doubling the size of the station, which they have no plans to do.
    1
  19672. Yours is a low key absurd comment. Do better.
    1
  19673. Couldn't agree more!
    1
  19674. It's been a tough year for tech stocks. Who knows what the market will think is valuable tomorrow?
    1
  19675. FiDAR?
    1
  19676. It's a known group. Go get the info.
    1
  19677. We're starting to see that, when comparing comparable vehicles.
    1
  19678. You are living the dream, that's great!
    1
  19679. Still in development, so likely sometime between not soon and never.
    1
  19680. Fair point.
    1
  19681. That would be fantastic.
    1
  19682. Having one or two of these critical elements just isn't enough to ensure success.
    1
  19683. Engines and transmissions also fail out of warranty. EV motor is cheaper than a dino burner by miles.
    1
  19684. Good news then, 300+ is what the dual motor was expected to hit at the unveiling!
    1
  19685. His agenda isn't hidden, on that much I can agree. It's pretty out in the open.
    1
  19686. That's my concern. Sure, it's fewer atoms and a fair bit more experience, but I'm not convinced that's enough.
    1
  19687. Agree entirely.
    1
  19688. Thank you! Cheers!
    1
  19689. Ours is a borrowed one. A hodge-podge of borrowed words and phrases haphazardly slapped together.
    1
  19690. Wow, thanks!
    1
  19691. I don't have any recordings to dispute that.
    1
  19692. I just looked at the picture captured by the forward facing camera, and there are no bars beneath the trailer. There are three orange side marker lights, but they don't appear particularly bright. The side of the truck washes out into the twilight, so it's pretty hard to see.
    1
  19693. You're mostly right. Both have been taking each others bits apart since forever.
    1
  19694. There are two money lines for every buyer; what it costs, and what they can afford. Those lines don't intersect frequently enough. Long way of saying they're too expensive for what a lot of buyers are willing to pay.
    1
  19695. They likely make financial sense even without that, but if the standards are relaxed, it may slow adoption.
    1
  19696. I imagine the best people were the first recruited away.
    1
  19697. You okay?
    1
  19698. I think you're right. Especially considering how quickly they move.
    1
  19699. Would certainly make the trip to Mars a bit quicker. ;)
    1
  19700. Thanks 😅
    1
  19701. It's been covered in most of the previous videos. Orange is foundations, gray is simple framework, dark gray means roofs are in place. There's more detail on my Patreon, but you can still zoom in on the video to see the full info.
    1
  19702. I'm trying to, but GM famously doesn't return messages. I'm working with a contract who knows their people trying to get them to do their job, but no luck yet.
    1
  19703. Thank you kindly.
    1
  19704. Not a knock, per se, but I mean... if you've ever met a Harvard grad, you'll know it. You know, because they'll tell you about 50 times.
    1
  19705. Works for me.
    1
  19706. "lost"
    1
  19707. Sounds like you need to reboot.
    1
  19708. Totally valid, and I think this is why Ford is being open about it. Plenty of "experts" were saying old guard auto could just flip a switch and be profitable right out of the gate. That turned out to not be the case.
    1
  19709. Boom!
    1
  19710. Appreciate that!
    1
  19711. Bob has agreed to a zoom call next week, which hurts because it's while I'm on the road, but you can bet your bottom bottom I'll still make sure I'm available when our scheduled time arrives.
    1
  19712. Thank you!
    1
  19713. I've since seen articles that they're getting serious about power, and backtracking on the plans to decommission all the nuclear power plants. Makes sense to me. The power has to come from somewhere, and deploying new sources takes time.
    1
  19714. Nice to hear some positive feedback. Only get a few complaints, but there's no pleasing everyone. Even silence annoys some viewers. :/
    1
  19715. Fair point!
    1
  19716. This is about the next one.
    1
  19717. Many thanks!
    1
  19718. I know what you mean, it's a tough space.
    1
  19719. You bet!
    1
  19720. Same to you!
    1
  19721. It's a fantastic concept with a ton of utility. I hope they make it to market.
    1
  19722. It's entirely possible, yes.
    1
  19723. It's a matter of taste. I personally have no taste, so my opinion shouldn't be given too much weight on that topic.
    1
  19724. You bet!
    1
  19725. Did you see they have stopped claiming it was an EV and only stated that the GASOLINE tanks of many cars was the biggest issue?
    1
  19726. For sure.
    1
  19727. Sounds better than big name analysts on CNBC. We do our best, but when we're already better than what's acceptable on television, we're running out of headroom.
    1
  19728. That's very far.
    1
  19729. Same way you and I do it.
    1
  19730. Glad you enjoyed it. He's a very sharp guy and was super generous with his time.
    1
  19731. Entirely possible.
    1
  19732. How so?
    1
  19733. I was hoping to visit when I went through town last week, but they were on the verge of having the new build ready, so we had to postpone. I'm cautiously optimistic, but don't have enough information to draw a conclusion. Will know more by the end of the month.
    1
  19734. The day I drove the Bolt was raining, and it really struggled to keep traction. Pretty odd anti-slip profile for an EV, but I figured it would be a lot more fun on a dry day.
    1
  19735. Could you imagine if semi trucks had to change their tires every two months?
    1
  19736. They can try, but when using words with long histories, they can't win.
    1
  19737. Not buying ads certainly doesn't win them any favors. News outlets like to say there are "walls" between the advertising side and the editorial side, but anyone who has lived in an apartment knows how well an argument can be heard through a wall.
    1
  19738. I suspect we may see that at some point, though I doubt it will be this year.
    1
  19739. Nearly any factory involving any chemicals. Hope this helps!
    1
  19740. You may be right.
    1
  19741. Strategic timing, I imagine.
    1
  19742.  @danielstapler4315  That's a task. If it replaced someone who would have been paid to do it, it would have been a job.
    1
  19743. Glad it was helpful! If you have specific questions for a follow up video, let us know.
    1
  19744. Unfortunate reality.
    1
  19745. Fingers crossed!
    1
  19746. You bet!
    1
  19747. Truth is an absolute defense. That's why I vet my sources.
    1
  19748. Brainer. Very brainer. Did you watch the video? It would be a different car. They cancelled that car.
    1
  19749. Meh, you can do better than that. It's a C- effort.
    1
  19750. To reach folks beyond the choir.
    1
  19751. Two of your comments ended up in "held for moderation", but I always check there. If the comments still aren't showing up, that's a YouTube thing. They definitely like to pick and choose winners, which can be very frustrating.
    1
  19752. I can't reply to them before approving them, and once I do they get buried under dozens and dozens of other comments. I would appreciate any help weeding through to find the important parts, but I plan to go through them all myself as well. I'm doing my best here. :/
    1
  19753. Also, you can email me by going to my ABOUT page and finding it there.
    1
  19754. Sorry to hear that. :(
    1
  19755. It's a problem for Nio of they have to make two different cars, and a problem for you if you pay for the extra weight and complexity of a swappable feature you never use.
    1
  19756. ANTI China?!? Wow man, what is going on with you people?
    1
  19757. Glad you enjoyed it!
    1
  19758. Thanks 👍
    1
  19759. Honda will likely be covered in a future video. GM was covered in this video: https://www.youtube.com/watch?v=Ycf_1RmrBcE We'll also go back through and revisit each company once enough new information comes in to justify a fresh consideration.
    1
  19760. I've had flawless experiences with AP, and never a single phantom braking situation, but experiences vary between hardware and software versions, and areas.
    1
  19761. I'm not sure he goes into the economics on the manufacturing side as much. By size alone, it's almost a third bigger, so at least that much.
    1
  19762. 2.3 strikes me as out of range as well.
    1
  19763. I think only model Y lacks ventilated seats now.
    1
  19764. Mercedes is my go to example of why you don't let backend engineers design the user interface. It only makes sense to them.
    1
  19765. Today? No. In the future? Um... maybe?
    1
  19766. Videos on X perform very poorly. Like 95-99% less views, and no revenue. People just don't think of it as a place for videos.
    1
  19767. That's on a screen. That's a render. The physical vehicle never had it, and it's doubtful it would make it onto the launch version, if any version at all.
    1
  19768. It sounds easy, but it took Uber until Q2 2023 (14 years!) to make their first profit. While you and I may think it looks easy, it feels a lot like saying "Why doesn't GM just make an affordable EV and sell it at a profit?"
    1
  19769. I don't think it's too late for Ford at all. The only major player I see in trouble right now is Stellantis, but even they are considered too big to fail by enough governments that they're unlikely to go away any time soon.
    1
  19770. Is THAT what GM is doing? Because I've been looking like crazy and I have NO IDEA what they're doing... long lunches? That's the only thing I can figure out.
    1
  19771. Those are a lot harder to build.
    1
  19772. I wouldn't do it, but I'm not the pilot. Even still, per Elon's permission, he's not "interfering with any workers" with his footage.
    1
  19773. No need for an app. You just go to the supercharger and plug it in.
    1
  19774. Like the "Intel inside* campaign. Love ir. Wonder if that would help.
    1
  19775. Since castings and stamped components can be stockpiled, they count production time as the actual assembly. Would love to get a recent number on that.
    1
  19776. That's some Final Destination type stuff right there.
    1
  19777. Turn around. There's more desert behind you. These are along the side of the highway. It already isn't an empty place.
    1
  19778. Quality engineering impresses quality engineer!
    1
  19779. It doesn't have to mean anything specific. I explained why "My EV Weekend" didn't work here: https://www.youtube.com/watch?v=CehdSoJbdKw
    1
  19780. Butts in seats are one helluva selling point.
    1
  19781. Made a video about exactly that with Jan from TeslaFix - https://www.youtube.com/watch?v=jAp9Mzt_UWU
    1
  19782. One thousand four, good buddy! No wait, ten in the morning until four in the afternoon... Oh, sorry, 10-4.
    1
  19783. Hello 👋
    1
  19784. Nuclear doesn't appear to have the same room for industry disruption. I'm sure Tesla's engineers could design something novel and beneficial, but this research has been extremely well funded for 80 years. Eking out another 5-10% efficiency (if it's even possible) wouldn't hold a candle to the potential upsides of AI or bots, and the time needed to develop an in-house proficiency would be longer than I imagine he'd be willing to accept.
    1
  19785. Great point on the narrow passing lanes, but nobody is moving hay bales in a taxi either.
    1
  19786. Looks amazing.
    1
  19787. 155,000 miles. 155,000 miles. 155,000 miles.
    1
  19788. True! And things go from unimaginable to affordable awfully quickly, so hopefully this is the kind of tech that will make its way downstream before too long.
    1
  19789. I figured since small modular reactors predate both his channel and lifespan I'd probably be okay.
    1
  19790. I've paid more than $50, but I knew I'd I went higher I'd get pushback. The numbers work either way, sto I take the lower one. Like how I used 19 oil changes instead of 20 since you don't change it the day you buy it.
    1
  19791. https://apnews.com/article/fact-check-covid-vaccines-heart-attack-797817229179
    1
  19792. Universally true. Underqualified to interview, underqualified to write satire, underqualified to do anything but grift off the darkest aspirations for confirmation of their faithful.
    1
  19793. That's all I can do.
    1
  19794. Chinese cars are already sold in The US. Polestar and Volvo are made in China.
    1
  19795. It's bad that the list of failed SPACs is long, but it's worse that there are virtually no success stories on the list. Historically, the higher they fly, the harder they crash.
    1
  19796. That was later in his career. He invented the duplex telegraph which doubled the line capacity at 22, and a machine to transcribe from morse code to English around the same time. He was very much an inventor early in his career. That's what afforded him the luxury of hiring a massive engineering staff.
    1
  19797. There's no legacy media fingerprints on this. This stinks of social media anecdotes.
    1
  19798. You've been lied to my friend. Elon hasn't sold a share yet. He borrows money to pay his taxes. When you know it's going up, you don't sell. Peter knows something he won't tell you.
    1
  19799.  @marbatss  I looked to see who was invited, but couldn't find much. Tons of articles covering the event 2nd hand, very few primary sources. Would appreciate a link that shows who was actually invited. I know a lot of massive Lucid/EV fans like Bear's Workshop weren't invited, They still aren't even allowed to fly over the site, which is a restriction Lucid has no right to impose. He honors it because he's a good guy.
    1
  19800. The list is very short, and entirely hand picked. Everyone was flown in and given VIP treatment and accommodations at no cost. That's how you get glowing reviews. They are not behaving like they have a product that will sell itself. Go watch America's Sweethearts and you'll see the parallels. It's not against the law, it's just mad sketchy, and it aligns exactly with their history of not be open, transparent, or forthcoming. Either they're dreadfully bad at PR, or they're working overtime to obfuscate the truth. Either option results in a company I wouldn't trust with my money. Drone flights are legal, full stop. Siccing their legal attack dogs on anyone trying to fly is potentially malpractice.
    1
  19801.  @marbatss  If you're not going to watch the video, at least actually read the comments.
    1
  19802.  @marbatss  Fisker sold over 2,000 units, and I'm not sure any reasonable person would consider them a serious company. I think Lucid is serious, as I've said many, many, many times, but if you're asking, then there you go. Break 2,000 deliveries with an upward trajectory (regardless of profit, that's always tough during launch) and they'll likely be taken seriously beyond meme investors. The snooping is a necessity since they accost and harass anyone who tries to report on their on-the-ground activities. If you're cool with that, I'm cool with it too.
    1
  19803. I haven't noticed a particular trend in their coverage of renewables and green tech.
    1
  19804. You say this isn't balanced but then go on to explain how it is. I suspect you didn't like the message. Kindness is free, and in this case, it can also be profitable.
    1
  19805. That makes me sad.
    1
  19806. If an owner has no interest in the feature, maybe they would accept a $20,000 premium over what they paid to hand it off to someone who can effectively monetize the functionality.
    1
  19807. VERY possible.
    1
  19808. Thanks so much!
    1
  19809. The star method will cover a lot of routes.
    1
  19810. If the 2018 comp is reinstated, he'll get close enough to get it in the next plan for sure.
    1
  19811. Looking worse than 50/50 at this point.
    1
  19812. Apart from them being separate companies, why not? Tesla could pay for it and Elon could ensure it would happen.
    1
  19813. Thank you! Cheers!
    1
  19814. Nothing yet. Very curious what the hold up is.
    1
  19815. They just got their latest permit to move forward with production equipment, though I'm not entire clear if it's to "install" it, or begin running it. The roof is on the casting area, so that's, you know, about damn time. There remains a possibility some trial production could begin in a month, though that does look increasingly unlikely. It's odd that it would take so long when Shanghai was able to do it, and Texas appears able to as well.
    1
  19816.  @slicksalmon6948  The rumor is that Kato Road has been stockpiling batteries for months. If true, that would take some pressure off while the new facility comes online.
    1
  19817. Our pleasure!
    1
  19818. It's not done getting worse.
    1
  19819. Thanks!
    1
  19820. You know that's gotta be something they're working on. Also a massive resource saver when it comes to getting the cars from Giga Shanghai to the port, and even onto the ship. That would be a thing of beauty.
    1
  19821. Glad you enjoyed it!
    1
  19822. Can't see this getting an answer on an earnings call.
    1
  19823. With a permitted design, it's not something that can be rolled out in a reasonable amount of time.
    1
  19824. The revote categorically disproved the notion that the package was unfair. Those weren't real dollars, but shares created out of thin air. Customers and employees don't pay that. Shareholders do. We're overwhelmingly at peace with it.
    1
  19825. Jaws of Life are vastly more capable than the pillars of a Cybertruck.
    1
  19826. The Chrysler 200 sold almost a million units, and I saw my first one in 2023. Our individual experience is not data.
    1
  19827. I have not seen any examples of what they might be. :(
    1
  19828. Doesn't appear so. I just used their search tool and searched "Elon Musk" and found it perfectly reasonable.
    1
  19829. She did great. Not a lot of views though.
    1
  19830. Fair point.
    1
  19831. I have to wonder if there's that much global demand for the Y... Thoughts? FYI, if you liked this vid, I've got two newer iterations of it... yeah, it's at 44% done now. ;)
    1
  19832. That's one way to do the astrology.
    1
  19833. Lol
    1
  19834. It's not in production. I covered that gorgeous monster last week.
    1
  19835. Yes you are!
    1
  19836. The thumbnail literally says I'm impressed with the car. Not sure what more you want. To answer your question though, I originally called it "Fisker Ocean Review" and NOBODY watched it. YOU didn't watch it. If you want people to see a video, you have to give it a title people will feel compelled to engage with. Did you watch my hour-plus video where I covered the earnings call? If not, maybe I should retitle it "UP IN FLAMES!" and see if that's something you'll watch.
    1
  19837. That is a great point. We're already seeing brand resurrection in this way.
    1
  19838. I mean... no? Wait, yes? Boy, this is the big question isn't it? If we're just a few months from trial production, they need to get that whole permit thing sorted out, because there's no way they're going to be allowed to start producing cars at anything beyond a trial scale without a complete sign-off on the site.
    1
  19839. It's a former melon farm, but "swamp" is still a pretty accurate description. The entire delta is basically a low lying marsh.
    1
  19840. It's a stepping stone. Things are a whole lot easier to test and perfect when you're light seconds away instead of light minutes.
    1
  19841. I've been right on every other company, but do go on.
    1
  19842. Great point!
    1
  19843. Randy's content is great, and he's a great guy too.
    1
  19844. I was a bit worried about that, but if anyone knew who I was, they must have just thought I was supposed to be there.
    1
  19845. Complete with cartoonishly inhuman mannequins.
    1
  19846. Those are way more terrifying!
    1
  19847. Roof is a contentious word to say aloud. There are too many correct pronunciations and few folks like all of them. :/
    1
  19848. He also explained on the earnings call that lowering the price would not result in greater sales, just longer wait times. Until batteries catch up, the demand will be the driving force.
    1
  19849. Same.
    1
  19850. They were made by LG.
    1
  19851. That doesn't fit with anything we know. Batteries take up a lot of space and the building is very much at capacity.
    1
  19852. You just know it's coming soon.
    1
  19853. I've rented many, many cars. I've never once thought it felt too old or run down. Maybe your experience is different, but they always felt "new" to me, and maybe that's just the benefit of a proper detail.
    1
  19854. The methodology is explained at length in previous videos. You should check them out. There's a lot of explanation in there as to how I was able to look at a few dozen vertical sticks and get closer to the actual timeline than any Wall Street analyst.
    1
  19855. That's what we're here for!
    1
  19856. Generally. Always worth thinking critically about anything you read.
    1
  19857. One a week would be fantastic.
    1
  19858. It's really more of a public service I offer.
    1
  19859. Great point!
    1
  19860. They don't. You should get information more recent than 2003.
    1
  19861. That's the goal, thanks!
    1
  19862. There were so many kernels of corn in that turd it's hard to pick a favorite, but it's either that they drove a Model-W (must be a super secret edition we never heard about) or that it somehow cost just as much as gasoline to operate... amazing.
    1
  19863. The printer is not the author.
    1
  19864. Hydrogen is a dead end. Even the fossil fuel companies who were trying to prop it up (all commercially available hydrogen for vehicles comes from reformed natural gas,) are abandoning it.
    1
  19865. Fair point.
    1
  19866. I think this is true, and also they just started shipping Model Y to Korea, so this may help introduce the car to potential buyers in terms of the build quality.
    1
  19867. Promoting a miracle product that doesn't exist is how you keep people from buying one that does. Toyota has been at this for 16 years. Surely you know better.
    1
  19868. lol
    1
  19869. They absolutely do, but that means they're the only ones who know.
    1
  19870. Thank you!
    1
  19871. If you said one or the other, you wouldn't come across as a blind hater. Unfortunate. But thanks for posting a comment just the same!
    1
  19872. Thanks! I figured might as well get the whole face reveal thing out of the way. It's not like I'm trying to hide my identity or anything, it's just easier to only have to deal with audio.
    1
  19873. I don't see that in the news.
    1
  19874. The cab appears more forward to me.
    1
  19875. "just"!
    1
  19876. My laptop screen is doughnut shaped.
    1
  19877. We said the same last time we got all time highs.
    1
  19878. Because if they were already producing 1-2m cars, there wouldn't be enough batteries. There are enough for today's production, sure, but not for an additional 1-2m units. 5k cells per car means 1-2b more cells needed. Those don't come from thin air, and doubly so when it comes to IRA credits, since they need to source the batteries, packs, AND minerals from NA or free trade partners.
    1
  19879. Very frustrating!
    1
  19880. Always!
    1
  19881. Yes! Thank you!
    1
  19882. I don't think they need funding.
    1
  19883. Fair in my case, sure.
    1
  19884. Not terrible. Just leaves me a little sad.
    1
  19885. Thanks! The more of these I do, the more invitations I get do do them, so that's a pretty big win in my book. I try to make it clear that I take them seriously and know what I'm talking about, so the feedback is appreciated!
    1
  19886. Who isn't making sense?
    1
  19887. Minimal, I imagine. 2-3x trees were planted elsewhere in the region, and those will consume water.
    1
  19888. I don't get it.
    1
  19889. I apologize in advance if you expected a discount by getting two of the same fat guy in one video, but we have a strict no-return policy on such videos. ;)
    1
  19890. Glad you found it helpful. It was a solid checkmark on my professional bucket list. ;)
    1
  19891. Threatening access to space is a great way to ensure that countries seek alliances elsewhere.
    1
  19892. Then this isn't about you. This is about people who move around. I drive where I live, but I'm not in a financial position to bring my car on flights with me to distant places.
    1
  19893. Great comparison.
    1
  19894. Will be covered in today's video.
    1
  19895. There are a lot of companies selling these ESS installations. Tesla is just the most reliable.
    1
  19896. It's origami. That's what we've been told all along. It's a single, folded piece. That's how it's able to attain the structural rigidity needed and distribute the load.
    1
  19897. You got VERY close.
    1
  19898. Look at their price target history and their buy/sell ratings over time. If you'd have taken their advice, you wouldn't have done well.
    1
  19899. Ramping chips is the easy part.
    1
  19900. I've been in a lot of cars driven by other people, and have had the same experience.
    1
  19901. Like legacy auto, they do exactly that. There will always be someone who rises to the top. Those people make them feel vindicated. I disagree with the strategy, but here we are.
    1
  19902. Glad it was helpful!
    1
  19903. They do indeed!
    1
  19904. They're going EV, just a bit slower. Anyone who refuses to evolve will go bankrupt.
    1
  19905. @jason jordan A solid point, but one that made more sense in the heyday of horses. You could also say that people would choose to buy cars with better fuel economy, but they weren't available until the law required their creation. Sure, you could get a Pinto instead of a Torino, but it wasn't until improved fuel economy was mandatory that you saw manufacturers actually invest in creating compelling cars that wouldn't drain your wallet at the pump. Before Tesla, the few EVs that existed were expensive cars with low range, low performance, and truly boring styling. There were thousands (millions?) of horse breeders at the dawn of the age of automobiles. Now, at the dawn of the EV age, there are only a handful of mega-conglomerates making the majority of the world's cars, and they are fighting like hell to stop the transition.
    1
  19906. I haven't seen anything to support that conclusion, but I avoid politics on purpose. What I see them do on the business side is pretty grim.
    1
  19907. I'll see if I can make that happen!
    1
  19908. Impossible to say, but it could make sense and sell quite well.
    1
  19909. Jay's passion for cars of every flavor really shines through in his videos.
    1
  19910. Doubt they have the margin to cut that deep.
    1
  19911. Absolutely! I have fun with this, and the hate ratio on this channel is still far better than you see on most of YouTube. I don't take negative comments personally. Most of them are about the company, product, or TechnoKing, and as for the ones directed at me? Well, I don't take criticism from people I wouldn't take advice from.
    1
  19912. Ain't that the truth!
    1
  19913. You should see the reports other countries have about the US.
    1
  19914. Surely you're describing our lungs, no?
    1
  19915. No one's requiring you to get one if it doesn't fit your use case.
    1
  19916. Glad you enjoyed it.
    1
  19917. Wanna know how I can tell you didn't watch the video?
    1
  19918. I think the Roadster would steal the thunder from Model S Plaid. It will be exciting to watch.
    1
  19919. Then you don't understand how it works. All claims submitted are subject to validation prior to payout. That's always been true.
    1
  19920. Huge by Vietnamese standards. That's not enough on its own to ensure survival in global automotive.
    1
  19921.  @jeremiahlim2925  Meh. Your first jokes were funnier.
    1
  19922.  @jeremiahlim2925  I don't worship anyone, and the rest of what you said is demonstrably false. Your jokes will land better if you research the topics first. You have to understand a topic before you can write jokes about it or they just fall flat.
    1
  19923.  @jeremiahlim2925  This one's better, but it's still missing too much reality for the punchline to land. I like the ironic bit where you pointed out that the SEC has a vendetta that's not grounded in reality, but you'd have stuck the landing if you mentioned that they only launched that investigation AFTER he turned over the results of his private investigation into their malfeasance to the DOJ, who is now investigating the SEC precisely because of this vendetta. Workshop this one, you might be able to make it work, but I still wouldn't include it in a tight-five.
    1
  19924.  @jeremiahlim2925  All men have a history of missteps. It's what we learn from them, how we grow, and what we do next. I've done shamefully little. What have you done?
    1
  19925. I've said there's no evidence of fraud, and all the circumstantial concerns don't make any sense. You're free to believe whatever you like, but big claims require big proof, and so far, there's been nothing but people who don't know anything making claims they don't understand.
    1
  19926. They do some good work, and a fair amount of original reporting, but that doesn't mean they shouldn't be questioned.
    1
  19927. From all accounts it appears that negotiation is still ongoing, which is promising.
    1
  19928. At least you still have your sense of humor.
    1
  19929. Less than it used to be. My era had to get out of the house because there wasn't anything to do. Them days are gone.
    1
  19930. I don't think it dings you for anything when it's in FSD. Is this mistaken?
    1
  19931. They're 20x less likely to burn than a gas car. Whoever sold you that bill of goods does not have a very high opinion of you.
    1
  19932. Weak. I expect better from you.
    1
  19933. It was a weird message. Sure, you'll miss your kid's big event, but you can use your car to power a different venue even though there's clearly power there, as evidenced by the lights being on inside the massive cabin... who was that aimed at, exactly?
    1
  19934. HW3 cars were spotted testing on Chuck Cook's blind left turn today. That's promising.
    1
  19935. Feels like it sometimes.
    1
  19936. 4% for a program that didn't exist anywhere in the world just a few years ago looks a lot like disruption to me. Push that out another 3-4 years and it starts making sense why the owners of peaker plants are starting to freak out. I agree with your assessments on stationary storage for Q3 and Q4. It's only starting to show up, but each quarter with new deployments (all of them from here out) will layer on top of previous revenue. It was great meeting you too! A very fun event.
    1
  19937. I'm a bit more optimistic, but even your timeline would be pretty amazing.
    1
  19938. You have to consider the objective of the project. It wasn't to break new ground or make something amazing, but something cheap and simple with curb appeal. While divisive, it certainly got a lot of folks into a Chrysler who wouldn't have otherwise considered one.
    1
  19939. Boom!
    1
  19940. @danielstapler4315 Stamps are generally stickers now, but it's still a fun catch.
    1
  19941.  @adimchionyenadum2962  Let's not forget that Sandy has done the tear-down and rethink process on aircraft as well. His firm is keenly familiar with both. This lends a unique perspective.
    1
  19942. @Marius Martinen Oh, and I know you're just playing, but my feelings weren't hurt. This is a small channel. I don't expect replies. The bigger concern is that they don't reply to anyone short of NYTimes or CNBC, and even then they're extremely restrictive about what they'll show or say. I'm butthurt about their lack of transparency because I wanted to invest, but I don't put my money into loot boxes, and that's all this can be without some ability for someone, somewhere to peek inside.
    1
  19943. A few are still making that bet. They're far from the majority, and they tend to be the same people who never believed the Model 3 would be built, and that the Model Y would never become a best seller in the crowded CUV space, let alone overall.
    1
  19944. Who is doing it with recycled automotive packs?
    1
  19945. That's also a concern. Resale is sky high right now because new Teslas cast substantially more than they did even a year ago. I'm not convinced the high retail price we're seeing today will hold once Texas comes online. If a new one costs $5-10k less than what I paid, that will impact my resale value. Again, not that I'd be reselling any time soon, but the extra 20% on the monthly payment from now through 2030 would be massive.
    1
  19946. I wonder how many they'll be up to per day one year after they enter full production. I suspect the ramp will be slow and painful since it's a whole new method of construction and there are sure to be delays, but I wouldn't be surprised to see them up to 700-900/day after a year with room to increase from there.
    1
  19947. Trucks already rule the road, and most don't have automatic emergency braking. These are vastly safer if you stop to actually think about it.
    1
  19948. Interestingly, I posted that reply to a different comment (or thought I did, at least.) Apologies for the confusion.
    1
  19949. Good point.
    1
  19950. If you wanna pull a yanker on me like that, you're eight months too late, and I happen to believe Wallace Shawn is a damn treasure. If you haven't looked at his less mainstream stuff, he's really amazing.
    1
  19951. Fair enough!
    1
  19952. It's still down over 60% since the IPO. Unless you bought yesterday, you're still in the red, and likely deeeeep in the red. I can only do so much to show you guys the risks. From there it's up to you to decide how you feel about it. The downside potential is still strong.
    1
  19953. Watch the video.
    1
  19954. True, but it's not all that many.
    1
  19955. Great point! They work awfully well in ports.
    1
  19956. No problem!
    1
  19957. I get that sometimes.
    1
  19958. Glad you like it. I try to make the sort of things I've always wanted to see, so it's nice to get feedback that I wasn't alone in it.
    1
  19959. Have they been selling to retail customers, or providing units for testing? I ask because everyone has had units out for testing for quite some time.
    1
  19960. We don't know yet. They plan to start with the Model Y and expand to CyberTruck, but beyond that it's all speculation.
    1
  19961. Except that some companies never missed a beat, and the majority were only down about a year. The rest are transparent excuses.
    1
  19962. I couldn't understand the basis of your comment until you let the propaganda veil slip. Bad form, my guy. You should actually watch the video. There's almost nothing about Tesla in it, and the part that is mostly covers them using CATL. If you're going to be obnoxious, at least have the decency of watching the video first.
    1
  19963. Many thanks!
    1
  19964. That's nof how science works. Conge on, guy.
    1
  19965. That beach is still open, unless you mean parking access while the road construction is underway.
    1
  19966. Glad it was helpful!
    1
  19967. So close!
    1
  19968. If you haven't seen my video with the translation from Chinese of the Shanghai factory production method, it's eye opening.
    1
  19969. But how do we reach the people who just don't get it? The people who think EVs die everyday, don't last very long, and cost more than ICE cars?
    1
  19970. Not yet. When that happens there will be plenty of warning signs.
    1
  19971. Glad it was helpful!
    1
  19972. I think it's worse than what you suggest. I don't think Ford or Honda or Chysler/Stellantis are even aiming for #1. They're aiming for slightly better than last year. For Ford to hit #1 they'd need to double their production capacity, and they have no roadmap for that. Even if they magically became the most desirable brand in the business, they couldn't produce that many cars. They just don't have the factories and it takes a lot of time and supply chain logistics to build capacity.
    1
  19973. I gotchu my friend! https://www.youtube.com/watch?v=-hZE--kTbR4
    1
  19974.  @alanrickett2537  https://www.youtube.com/playlist?list=PLAzrgbu8gEMLFtbpun9yIX-01zTpx5oxJ
    1
  19975. Yeah, it's frustrating. Just gotta keep making good stuff.
    1
  19976. The agreement specified handles, not WORKING handles.
    1
  19977. The doors swing no wider than a regular car.
    1
  19978. And no sooner did you say that before a fresh round of price cuts came along. The way Tesla Boomer Mama explained it to me was it's like trying to drive your car while only looking in the rearview mirror.
    1
  19979. I suspect you're right.
    1
  19980. It's not all that uncommon. My plumber showed up in a Ford Edge with a small trailer (ATV size).
    1
  19981. A-. Not perfect, but SO much better than the other half-hearted attempts we usually see.
    1
  19982. It was so much fun. :)
    1
  19983. But it's so touchable!
    1
  19984. Lol
    1
  19985. Who are you talking to?
    1
  19986. You literally can though. Go to their website and schedule it. They don't have dealers, but they do have showrooms. The idea of dealerships looks good on paper, offloading all the up-front cost and hassle of having to open a location in every city, but it results in a middle man who simply must get paid, and a "hard sell" approach many find off putting. If car dealers weren't so unpleasant, I'd probably buy a car every two years. As it is, it's a pass for me. I'd sooner drive my rigs into the ground than deal with another coked up agent of chaos.
    1
  19987. Grok is mistaken. Hydraulic lines are visible in tour videos.
    1
  19988. The sources all tell the same tales, and Lucid is doing nothing to right the ship. It's really unfortunate.
    1
  19989. They don't strike me as amenable to listing to those in positions lower than their own.
    1
  19990. Thanks! 😃
    1
  19991. Solid insight. Would be fascinating to see behind the curtain.
    1
  19992. All contact is missing. They failed to ask her any of the follow up questions that would make the story makes sense, or fall apart. A billion times charging across the fleet, and this is the first we've heard of it. Bit fishy.
    1
  19993. Tough call. Video on X isn't quite ready for primetime. First It has some tough obstacles to overcome in terms of functionality. Maybe those could be worked out in a few weeks or months, but that's the top priority. Next they have to convince content creators to put their material there, which is a big ask. Even people with massive, highly engaged followings don't see the kind of views on X as they do on YT. Have to remember the count you see isn't the real count. That counts everyone who scrolled past it while it started to autoplay in the background. The real figure is generally 90-95% less. Then they have to find advertisers, which is likely the hardest part. X has been burning a lot of bridges with the kinds of companies likely to make big ad buys. Elon may not care, but content creators definitely do. We're not billionaires. Those last two items kind of need to happen all at once for it to work. Ads without videos to show them on won't work, and videos without revenue will drive the content creators away. Once you've got all those pieces, you need to convince people to think of X as a place for something longer than 280 characters, or a minute of video.
    1
  19994. A new viewer. Welcome!
    1
  19995. Because he didn't say the magic word. That's what partisan politics sounds like to someone who doesn't participate.
    1
  19996. Wow, thank you so much!
    1
  19997. If reality causes you to experience fear, uncertainty, and doubt, then you need to reevaluate your commitment to the investment. If what I reported wasn't real, it would take five minutes to make an official post refuting it. They haven't and they won't because it IS true, and going on the record saying the sky is green would result in direct, individual responsibility for those involved.
    1
  19998. Same as it ever was.
    1
  19999. 99.999% of users experience a per-mile cost reduced by 70-90% without issue. A few dozen users in one city, on one day, had a problem. What kind of person would increase their fuel cost by 3-10x just in case they'll be the person who will experience ONE DAY where it's an issue? No one. Think your position through. Use math if it helps, and if you can't, trust the people who can.
    1
  20000. Can I interview you on camera?
    1
  20001.  @willtinsley2128  my contact info is on my About page.
    1
  20002. Why announce it? Seems like that would create a spike of anticipation.
    1
  20003. Thank you! Hopefully I don't get a wrap so pretty I have no choice but to drive it to Michigan next summer.
    1
  20004. You're welcome!
    1
  20005. I appreciate your sense of humor. For those who don't know 50,000 km is about 31,000 miles, which is within about 3% of the number used.
    1
  20006. More big things to come. Hoping to share more thoughts on this in the near future.
    1
  20007. Why, Paul? What compels you to do this?
    1
  20008.  @poneill65  No Paul. Upon reflecting on your lengthy and unwavering comment history, it's solidly a reflection on you. I hope you still have the capacity to get real.
    1
  20009.  @poneill65  You've posted 17 comments to this channel over the past 5 months. YouTube makes it very easy to sort and filter. A lot of publishers don't engage their communities, but I think you guys are what makes all this worth doing in the first place.
    1
  20010.  @poneill65  Fair enough. Just know I appreciate you, and disagreement is healthy. :)
    1
  20011. The pipes Elon dreams of are the sort of ones the rest of us can't even imagine.
    1
  20012. It's always very early in the following quarter. Based on the previous 18 quarters of data, 9am on the July 2nd is when we expect production and delivery numbers.
    1
  20013. Yes!
    1
  20014. It's great news. They'll by a few cars, repeat the EPA tests, and sell them on. Great for everyone.
    1
  20015. Did you read the title of the video, or just the thumbnail? Because if you read them both, you probably would have watched the video.
    1
  20016. Read through the other comments. It's not ME suggesting Ford will sell a million Lightnings. It's the rabid Ford fanatics saying it. I'm saying they'll need to, and that it's going to be nearly impossible to do within a decade.
    1
  20017. So shoot ourselves in the foot? How does THAT work?
    1
  20018. And yet here we are four generations later stuck with 12v. It can be hard to turn a ship that big.
    1
  20019. Canada ranked high on my list for those reasons, plus low corruption numbers, high income, and others.
    1
  20020. It can mitigate the causes that lead to other issues. Decongestants don't remove water behind your eardrums, but they can reduce the inflammation that causes the fluid to build up. Same general idea.
    1
  20021. Unplug 'em, I guess
    1
  20022. Excellent questions. It's a bit tough to know the factory costs right now. We know Fremont was the cheapest (bought for stock only, and it included a lot of equipment they were able to reuse,) and Shanghai had the most expensive land per acre. What we don't know is the construction cost per site. The higher land cost in Shanghai is likely offset by lower construction costs. Texas was $94m, but with a $60m tax credit, which made it the cheapest. If I can find better answers, I'll add them to my research folder and see if I can work them in. Thanks for the insightful comment!
    1
  20023. Make your video sharing the majesty that is Nio and let the analysts tear it to shreds. Go on then. What are you waiting for?
    1
  20024. I try my best to get the facts out there.
    1
  20025. Yes. That's already been an issue for the battery side, but they seem confident they can get it done.
    1
  20026. Do you really think that's what happened?
    1
  20027. Well that's inaccurate.
    1
  20028. That's how megaphones work. Not everyone can hear them, but his is inarguably the biggest and loudest in history. Punishing an entire state over the actions of a handful of people is an overreaction.
    1
  20029. Singular of dice is die, isn't it?
    1
  20030. Why wouldn't it sell?
    1
  20031. There we go!
    1
  20032. I get complaints no matter what music I use, and also when I use none at all. No pleasing everyone at the same time. :(
    1
  20033. I'm not convinced it's smaller by more than a couple inches in any dimension. I know he told Jay Leno that it would be 10% smaller all around, but it doesn't appear to be the case.
    1
  20034. Texas has among the lowest automobile death rates. The roads are designed around the speed.
    1
  20035. I'm an investor, not a gambler.
    1
  20036. Interesting!
    1
  20037. Neither do powerlines. Maybe those aren't important either?
    1
  20038. You're getting soooo close... take on step back and see if the picture gets clearer.
    1
  20039. But the number of buyers and sellers are exactly equal.
    1
  20040. I'm not, but you might be. It's pretty easy to spot the difference between us. I don't hide behind the veil of anonymity to make my claims.
    1
  20041. That's not a reasonable solution.
    1
  20042. Doesn't appear to be an objective. Certainly never happened on the campaign trail.
    1
  20043. Lol. That's what Hostess did. They told the union their offer would bankrupt them, so they didn't take it. Why keep going if it's already over. The bakers lost their jobs. Detroit knew they could say yes and offshore later.
    1
  20044. Except that they couldn't build as many as they had hoped. That's going to reduce how many can reach customers.
    1
  20045. Negotiations are ongoing.
    1
  20046. Is it me? I assume you mean me, and thank you for the kinds words.
    1
  20047. There is no Biden connection. That's a very strange conclusion.
    1
  20048. Doesn't really distract. I still appreciate skeptics, I just wish they'd stick to facts instead of resorting to wild fiction. I hope when there are legitimate concerns they come back to share them.
    1
  20049. There were vehicle trials in China last year, but we never heard the results. Sodium was a hot alternative when lithium prices were high, but that pressure is off at the moment.
    1
  20050. Hard to beat those Bolt deals on price.
    1
  20051. Lol
    1
  20052. That's one approach. It doesn't strike me as any less likely than any other single proposal.
    1
  20053. @James Bond He's not being rude. He literally asked you if you've ever owned an EV. Have you? You seem quite angry for someone who has never even driven one.
    1
  20054. I was on the flippity flop. Didn't see you there. Maybe next time. ;)
    1
  20055. We gotta share it with them when they make their assertions.
    1
  20056. Thanks!
    1
  20057. Interesting!
    1
  20058. What title would you suggest for a video discussing the nuances of upcoming demand considerations in Europe?
    1
  20059. I suspect volume is still too low to justify it.
    1
  20060. Lol.
    1
  20061. The videos I've seen that are deeply critical were riddled with factual errors to the point that it was clear there was dishonesty at play. I talk with the analysts on the ground. They have high confidence.
    1
  20062. 35,000 people watched it and you're one of maybe two who feel that way. Did you actually watch it or are you just eager to criticize strangers who do the work you won't or can't to fill some other hole in your life?
    1
  20063. Only some who pursue autonomy are attempting it with Lidar.
    1
  20064. My buddy checked. You can... I mean, it doesn't work, but it will show that it's receiving a charge.
    1
  20065. The event organizers said they expect to have the website live in the next week or two.
    1
  20066. Right? I can see why Coca-Cola pays a dividend. There's a limit to how much they can expand their total addressable market. But Tesla? If it uses energy in almost any form, it's within their market, and that's like a third of the world's economy.
    1
  20067. What if a billion+ people were in the market for a $38,000 car, and the surplus could be shipped overseas to all the other Right Hand Drive countries? If quality is on par with Shanghai, it's 10-14-days closer to Europe in transit, depending on the location.
    1
  20068. That's the wrong takeaway. Legacy automakers understand that now, but they sat on their thumbs so long that it's got them in panic mode.
    1
  20069. Lowe's I think.
    1
  20070. Glad you enjoyed it!
    1
  20071. For the first time in history, a single person has more than one path to get there. The only other time it may have happened was from a head of state, who only had one way to do it.
    1
  20072. I'd have to be crazy not to do another timeline tracker. Will be very interesting to see.
    1
  20073. Yep, and we don't know which garden they'd use, but multiply it by millions of cars and the problem becomes apparent.
    1
  20074. Ah, you should have. If you were in Longview, that was me.
    1
  20075. I've been showing the obstacles for years. Too many swore I was wrong and crazy. I was just showing the data.
    1
  20076. Great stuff! I'm in no way opposed to logging. Living in the northwest I've seen countless managed forests, and one thing the big companies often do here is put signs in front of areas as they clear them that says when they were cleared, how they replanted, and when they'll be harvested again. It CAN be done in a sustainable way, it just didn't happen 100 years ago. They'd take 95-100% of the trees and just leave the land to fend for itself. Pretty hard to regrow from seeds when there are no trees to release them. :(
    1
  20077. Great tip, thank you for sharing that with me!
    1
  20078. Yep, sounds right.
    1
  20079. Dividends might do it. That's usually the end of growth. A fumble sufficient to cause a multi-year drag might do it if I could see it coming and knew a better place to invest.
    1
  20080. Weil ich nicht verrückt bin.
    1
  20081. @Lou Catozzi I'm back home already. Tomorrow will be the final video from the trip. Sorry we missed each other this time, but there's always next time.
    1
  20082. Appreciate you!
    1
  20083. Opening patents is nice. Opening the supercharger network is nice. Giving stock options to factory workers while other auto companies don't is nice. Being nice is what hot them ahead.
    1
  20084. Only painted for display so it's clear what you're looking at.
    1
  20085. There's the most artistic of the photographers in Texas!
    1
  20086. No one pays him, that's his whole thing. What he presents is the view from outside the bubble. There are a lot of ride or die Tesla channels that will say positive things no matter how bad something is. Kyle doesn't do that for anyone.
    1
  20087. Thanks, thanks, and also thanks! For me to be able to continue, it has to be the kind of channel I'd want to watch with the kind of community I'd want to be part of. If I can't joke around, it's gonna feel like work. It IS work, make no mistake, but as long as I'm having fun and not going completely broke, it's a victory.
    1
  20088. A fine question.
    1
  20089. Maybe too soon to know either way.
    1
  20090. Very possible, but we'll have to wait and see.
    1
  20091. It's unfortunate, but volume is what YouTube rewards. If someone wants to increase their income, it's easier to make more videos than hope for more subscribers.
    1
  20092. Some of us don't have the luxury of being able to afford cars that cost 5x more to drive and keep running.
    1
  20093. Interesting!
    1
  20094. That's not how it was broadly perceived. That's why I had to make this video. I was flooded with comments here and across social media, even on videos made months ago, saying this PROVED that video will never work. You can argue about what he said, but it's hard to argue with what people heard.
    1
  20095. Most of those things were phased out. If you find that idea unacceptable, the real solution is to honor our trade agreement. That's what sane companies and countries expect.
    1
  20096. I don't like people who "pretend" to be monsters. He's said that's not what he's doing.
    1
  20097. Not the government. I think it's being done by their competitors.
    1
  20098. Detroit automakers knows better. That's a good thing.
    1
  20099. Toyota plants in the US are non-union, so it's unclear how that would help. I know he's made videos in the past offering mild support of Trump, and mockery of Biden and Pelosi. While anything is possible, it looks pretty unlikely that he voted for Biden.
    1
  20100. Yes! In Shanghai, the factory was able to begin production just 3-months after the walls went up. For the main building, I allowed 4-months, but it wasn't enough time. I've stretched it to 5-months for this tracker.
    1
  20101. Interesting.
    1
  20102. These guys weren't trolling me. They were on another site and I doubt had any idea I'd see them. What was frustrating was that the comments were getting likes without pushback. It's easy to believe someone when they make a claim you haven't verified and have no reason to doubt. If what they were saying was true, I'd hate my channel too.
    1
  20103.  @johnparsons3454  My accent? That was a common question when I hosted the meet & greet in Texas. Northwest born and raised, but raised by New Yorkers, so I have some odd carryovers from that that I otherwise shouldn't.
    1
  20104. Yes on the chips, but not on the training in-house training system.
    1
  20105. Exactly!!
    1
  20106. Riiiight. Because it's literally impossible to discuss a product prior to its release. No one's ever done it before. When the iPhone was announced, everyone sat by quietly until it was in the hands of customers before talking about it. Your information is out of date, so it's a good thing you stopped by to catch up on the latest. Hope you learned some new things.
    1
  20107. Thank you!
    1
  20108. Delete your account and come back with a more honest handle. Doublespeak is double-plus-bad.
    1
  20109. A great point I saw on this recently was that there just aren't enough batteries for swapping. In order to have enough spare packs sitting around ready to go, you'd have to reduce the number of EVs by a significant amount. Then there's the added weight and complexity that comes from having a modular system, which will negatively impact range and performance. Tesla toyed with the idea, and Nio has even tried to roll it out. It just doesn't work as well as you might hope.
    1
  20110. Wow!
    1
  20111. I'm sure there are plenty of SPACs that turned out well in the long term, but I haven't seen one.
    1
  20112. I don't know on that.
    1
  20113. Much appreciated!
    1
  20114. I know, right? Sounds a little bit high, but you never know.
    1
  20115. The biggest obstacle I see is the massive differences in rates, regulations, and policies from state to state, and even county to county.
    1
  20116. I absolutely did forget my sunscreen. I own a dozen bottles, all 90% full.
    1
  20117. Being entertaining is hard, and doing so in an honest way is harder still. It's why most prank shows are staged, and why Mark even hired actor to portray some of the "porch pirates" in his videos.
    1
  20118. File a service ticket. That's extremely unusual.
    1
  20119. It's just nice to slow down (almost always without stopping) and move the way you would through a crowd.
    1
  20120. What about it?
    1
  20121. I appreciate that!
    1
  20122.  @robertmcdonnold3038  It can take time to turn on. YouTUbe is a fickle mistress. :(
    1
  20123. Thank you so much!
    1
  20124. There isn't a person alive who watches this channel who doesn't already know about SMR and Rob Maurer. Their channels are the biggest in the Teslaverse. The channels I listed are all the drone pilots who still update regularly, apart from Best in Tesla, which has featured my side by side comparisons a few dozen times.
    1
  20125. Thousands sold per day vs a handful in total of (likely insured) units is barely a blip.
    1
  20126. You get me.
    1
  20127. Far, far more. Oddly, really. It was a low-couple-hundred flop at the time, but now it's into the thousands.
    1
  20128. Sounds like you have no recent or relevant experience.
    1
  20129. Many disagree with your conclusion. I've seen a lot of people who intend to do exactly that.
    1
  20130. You would have to live under a rock to think EVs have anywhere close to the subsidy of fossil fuel. They've already proven they're the winners, it just takes time to ramp the manufacturing. You're welcome to pretend otherwise, but they're the best cars on the road, and the overwhelming majority of people who've bought one (even from a lackluster brand) have no intention of going back.
    1
  20131. Deliveries are still new in Thailand, so I'm not surprised they're only now starting to show up. With the recent price cuts, I expect to see them more and more around the world.
    1
  20132. The limitations are not with the engineering, but the physics.
    1
  20133. Thank you so much!
    1
  20134. It's not a data point. That's been happening at various times since forever.
    1
  20135. You and me both!
    1
  20136. More to come!
    1
  20137. I thought Leyland made tractors, didn't they? I know that makes them more of cousins than direct descendants, but I figured that was close enough for the joke.
    1
  20138. This is non-negotiable.
    1
  20139. PBS does podcasts?
    1
  20140. There was a recent vote about Elon's performance. It went very well with shareholders.
    1
  20141. Great question! Should be fine. The battery has a wide range of temperatures where it's comfortable and this is well within it. I'll see if I can get that in.
    1
  20142. Kids have had their clever nicknames for cars since forever. Found On Road Dead? Fix It Again Tony?
    1
  20143. They want controversy and he brings it.
    1
  20144. You bet! Thank you so much!
    1
  20145. Mr. Reynolds has apparently changed his name to Turd Ferguson.
    1
  20146. Natural disasters? They love those! Those drive a ton of clicks.
    1
  20147. Had to happen this way. Couldn't have raised outside funding or adequately recruited within the company.
    1
  20148. I try to avoid the fluff as much as possible, and never shoot for the prized YouTube target of 10-minutes. Whatever the run time needs to be to convey the message, that's what it is. Thanks for subbing! Oh, and part 2 of this series comes out in less than an hour. ;)
    1
  20149. His mistake was understandable. I don't think he was even in the country when all that was bubbling to the surface, so it's not crazy to get it wrong. What was a bit more frustrating was his unwavering confidence despite a wholesale lack of any information. His fans were pretty relentless in their abuse after he called us "the cult of Highland" for believing what we had seen with our own eyes. His brand is contrarianism, and I get that. It's just unfortunate when his viewers take it to the extreme.
    1
  20150. The minimalist interior isn't a compromise but a design choice. Same goes with the exterior styling. We may see that change as a demand lever to be pulled once the massive backlog of orders gets down to a more reasonable level. While no cars are universally beautiful to everyone, this does seem to have pretty broad appeal. I haven't heard the Models 3/Y called "luxury" so much as "premium", which they definitely are. The panoramic glass was pretty uncommon before they made it a standard feature. The sound system is exceptional, the seats are plenty comfortable, the tech package is top notch, and the performance all qualify well into the realm of premium in my opinion. My BMW 325ci had leather, decent but not exciting sound, and fair performance. I definitely wouldn't call it luxury, but it would be hard to argue it wasn't premium. But you'd be right that even "premium" is a pretty wiggly term. I don't know if most people would consider a $100k Ford pickup "premium", but I definitely would, and not just because of the price. Comfort, tech, sound, and performance are all there. That's all I expect.
    1
  20151. A real head slapper.
    1
  20152. Hadn't seen that. Will check it out.
    1
  20153. Thanks!
    1
  20154. What the heck are you even talking about?!? Go ask him if he shares your views on this, because I have, and he gives me every bit as much grief on his channel. This is how humans engage in banter.
    1
  20155. Today? Sure. In the future? It gets a lot more likely.
    1
  20156. Totally agree. I'll work on that (though there are a number of segments already shot where this will not have been addressed.) Thanks!
    1
  20157.  @joelm077  The camera is at arm's length on my desk just in front of my monitor. Could only bring it closer by a few inches without running out of lens. I'll work on it, thanks!
    1
  20158. Easily thousands in construction alone, just on the site itself, to say nothing of the jobs created by material providers off-site.
    1
  20159. Very cool! Where is that?
    1
  20160. Man will not achieve powered flight for ten million years!
    1
  20161. Sometimes it is.
    1
  20162. Skulls optional.
    1
  20163. Later in the condensed version I announced that moving forward, whatever I state for production is also delivery. If I had to pick a second number, it would be 430k, but I'm happy sticking with 444k.
    1
  20164. That could be a problem.
    1
  20165. Wait, you think FORD was the one who introduced the 220v plugs to the truck? Well okay then, you're definitely going in the follow up video!
    1
  20166. Was it meant to be? The best selling car in the world just got significantly better. That was the objective.
    1
  20167. Fudge me, bro. You are on the wrong channel. We don't really do that here.
    1
  20168. Glad you like them! Uploading the weekly side-by-side all factory progress video now. It's about 14-minutes.
    1
  20169. They may not always be correct, but they make up for it in VOLUME! ;)
    1
  20170. Interesting! I could see that.
    1
  20171. Less than 1% are government purchases. It's virtually none.
    1
  20172. Much appreciated!
    1
  20173. I imagine they talked to everyone. Just seems some companies took it a bit more seriously.
    1
  20174. Wow Kelli. Thanks!
    1
  20175. Correct.
    1
  20176. If Consumer Reports paid them enough, JD would name themselves 2nd place to CR.
    1
  20177. The next 2 parts probably won't be posted. The threats and attacks from people claiming to be spiritual are simply not worth it. The Bee's most vocal fans are pretty out there.
    1
  20178. They aren't dead yet. I saw some nasty comments telling me this video wasn't needed, and 10x more telling me I'm crazy for suggesting Nikola isn't on the up and up. Truth is they're not a great company, with a miserable track record, and their faithful are unwavering in their support. I LOVE Tesla, but I still criticize them regularly. The Nikola fans appear wholly incapable of accepting any downside. It's a recipe for an unsubstantiated investment position.
    1
  20179. You are too kind! I figure existing fans care more about the content than the name, and new viewers will have an easier go of it.
    1
  20180. Right! I know, I get it. It's just like how no one who buys a Buick would buy a Camry or Accord. That's why Ford is selling so many sedans today... what's that you say? Ford ceded that entire market segment? I don't mean to be flippant, but times change, and Ford is in a tight spot. They CAN survive, but it's going to be a battle for them.
    1
  20181. My math brain still fights this notion, but that IS the official word. We'll see.
    1
  20182. But they've been doing it for decades and they still kept high sales.
    1
  20183. Oh okay, thanks. I didn't know.
    1
  20184. Our pleasure!
    1
  20185. No doubt!
    1
  20186. Crunchy!
    1
  20187. Tons where I live. I'm not making this up, it's an issue.
    1
  20188. The construction we're seeing now spans the original phases 1, 2, and 3. They changed the plan after those two massive capital raises left them with the cash on hand to tackle it all at once. With that said, @steve Ambrigio is correct, a Tesla site is never "complete" until they run out of land or purpose for the land. Even Nevada, which a lot of us had considered "complete" recently had new buildings put up for pilot manufacturing of the Semi. And if you look at Shanghai, they did Phase 1, did Phase 2, and just never stopped. Now they've bought more land and they're moving forward with construction there as well.
    1
  20189. There will be a video tomorrow morning at 5am pacific that answers this question in detail.
    1
  20190. Wasn't Edison's the cylindrical drum? Sub-optimal if you want consumers to own more than about 30 of them.
    1
  20191. You bet!! Much appreciated!
    1
  20192. I question EVERY "battery breakthrough" headline. They pop up every week, and never leave the lab. Battery technology moves steadily forward. If someone says they've got a 5% better tech, I'm inclined to believe them, because it's not a crazy claim. But the big ones? They NEVER materialize.
    1
  20193. Who are you talking to, the entire nation of Mexico?
    1
  20194. There are ways around it, but native 48v is the better solution.
    1
  20195. See you in Michigan in June! We just changed venues from a parking lot to a massive park. The one where they hold music festivals. It's going to be amazing.
    1
  20196. Definitely have a S3XY buttons review coming up, but can't say (yet) if there will be a commander module review.
    1
  20197. I've been consistent. I'm not transactional. It can be true that Elon's foray into politics is harming the brand while the financials of the Optimus program can have tremendous upside.
    1
  20198. Because the alternative is not producing it at all. The average video on the channel makes about $30. Asking for a 20-hour research project for $1.50/hr isn't something I'm able to do. You still got all the answers, and I cited enough of the sources that you can dig into it yourself if you so desire. The first part in the series didn't include any of these factors. You haven't lost anything. Rich data takes time to compile and produce. I understand if the information isn't worth one dollar to you, but others feel differently.
    1
  20199. Try getting one.
    1
  20200. I hope so too. It's not even just about those car companies, but a lot of industry experts are hesitant to talk to me because they worry how their answers will be framed. They're not crazy. I get it.
    1
  20201. Yep! This is why we've seen the parking lot go from a couple hundred cars to a couple thousand in the last few months. There's a LOT of work left to be done, but much of it can take place all at once.
    1
  20202. I'm not going to sweat it. When the right product comes along, I'll share it.
    1
  20203. I'm very excited to see what the automotive landscape looks like in ten years. Will be some interesting upsets coming.
    1
  20204. Had to. Too many complaints, most of them from the plastic lemons.
    1
  20205. It's genuinely exhausting, but there are no corners I can cut. :(
    1
  20206. I'm thinking about posting more frequent versions of it at https://www.patreon.com/glossynews since I'm updating it almost every day, but I'm not sure how much interest there is in that just yet.
    1
  20207. Best of luck!
    1
  20208. Anyone who has looked at history would disagree with your conclusion. There are hundreds of examples that disprove your claim and literally none that support it. You should look into examples of other "hated" companies.
    1
  20209. Exactly. The airless tires available today are not tires, but entire wheels. It's not the most versatile configuration.
    1
  20210. Much appreciated!
    1
  20211. I think you're giving them too much credit. They're not evil for any benefit apart from easy clicks. Their motivation is nothing more than getting eyeballs on articles, and Elon hate is easy pickings for the social media clowns.
    1
  20212. Thank you kindly!
    1
  20213. That's not insurmountable. Reasonable, really.
    1
  20214. So you've NEVER watched a video on this channel before? Well, welcome! It's great that you feel like you know me from having watched one part of one video, but I'm extremely transparent about my motivations, and I'm the only analyst on YouTube who routinely criticizes the company. You'll figure that out if you spend more than a few seconds looking before posting SO MANY comments. I'm not complaining though, you're feeding the algorithm and a lot more people will see this video because of you.
    1
  20215. Video on this very topic coming out in 4hrs.
    1
  20216. Much appreciated!
    1
  20217. If you watch AI Days 1 & 2, you'll see some pretty massive differences. Their use of automotive software for impact modeling (crash testing) and determining the optimal motors alone is something everyone else did through trial and error. Then you get the open world, open task approach. Industry leaders like Boston Dynamics put their bots on rails. There's very little they can do outside of their pre-programmed functions. When you need a new function, you need new code. That doesn't scale. The idea with Optimus is you could ask it in plain English to perform a new, novel task, and it should be able to figure it out. And if not, you can show it. The biggest difference is that everyone else has been designing robots for maximum wow factor with very little consideration for cost or manufacturability. These are designed from day one with the intention of mass production. It's a lot of hours of footage to get through, but seeing the difference in approach is pretty eye opening.
    1
  20218. Duck curve turns out to be easier to solve than expected. You face the panels west inst of south and you get a bit less power, but at the time you need it most. It's what they did at Giga Texas.
    1
  20219. Quality.
    1
  20220. She's not done amassing her fortune, and this isn't about making a statement. This is about promotion, and she's among the best in the world in that department.
    1
  20221. Unfortunate.
    1
  20222. Glad you liked it!
    1
  20223. If I can convince even one person to not talk to me about their genitals, I feel my work is justified.
    1
  20224. That's a good guess!
    1
  20225. True.
    1
  20226. I'm at CES in Vegas. I didn't bring my entire studio.
    1
  20227. I agree, but the editor does A/B testing and found it's what people are actually willing to click on.
    1
  20228. Glad you liked it!
    1
  20229. If they're sold at a positive margin (or can be in the near term) they should lean heavily into that part of the market.
    1
  20230. I live in a small town that voted overwhelmingly red. If it gets much more rural we won't see anyone at all.
    1
  20231. I'm sorry to hear about your loss of vision. What you lack I sight you more than make up for in just being terrible.
    1
  20232. Can do! I've showed it in the past, just not recently. The mean isn't going to be helpful since the latest date on it was January 8th, which is mathematically impossible on account of the lagging 17-week accrual on interior squares. I've got some new stuff to show this week in terms of how the math works and how the prediction has held up.
    1
  20233. This is about Giga Texas in Austin.
    1
  20234. Most people pay 10x more per mile than I do, but I don't think they're bad people, or dumb. I just think they're late to the party. I didn't have a problem charging on that day, and statistically, 99.999% of Tesla owners didn't either. But 100% of gas owners paid too much for their go-go juice.
    1
  20235. In what way? I prefer my L2 of course, but even if I couldn't have it, I'd still be happy.
    1
  20236. Don't be a clown, Kevin. Nobody wants to see that.
    1
  20237. Apart from the S and Y, Tesla has missed the deadlines they've set internally. The pandemic certainly introduced some unavoidable delays, but the lack of existential urgency has afforded them the unique luxury of pursuing perfection over just getting a model on the road.
    1
  20238. You bet!
    1
  20239. I haven't seen that trend with MIC Model 3s.
    1
  20240. Appreciate that!
    1
  20241. You have to watch the video first. My God you people are thick.
    1
  20242. Thank you kindly!
    1
  20243. I'm here for you.
    1
  20244. His follow up video was great. The post on X was not.
    1
  20245. Unfortunate. Wonder how this should be addressed.
    1
  20246. You got it!
    1
  20247. There's a lot to see everywhere you look.
    1
  20248. Literally every part of it.
    1
  20249. Cool 👍
    1
  20250. Might be.
    1
  20251. Very frustrating.
    1
  20252. A lot of those channels crap out a video every few hours. Mine still take a solid hour for every minute of finished production, and this isn't my full time job yet. I do my best to keep up to date, but it's pretty crushing, and I just can't help myself. :/
    1
  20253. That's not how investing works. Shareholders get a say. If he doesn't like that, he can take the company private. That's how it works, muchacho.
    1
  20254. Agreed!
    1
  20255. They could have the best car on the market (they don't) at the lowest price on the market (they don't) and still not survive if they run out of money before they can ramp to profitability. You are here.
    1
  20256. Right? Where's the hate for all the legacy companies that said they'd have a full lineup of EVs by 2014 or 2015 who are only now getting started? Or the dozen other autonomy companies who were certain they'd have it deployed universally by 2020. Nissan said they'd have level 4 by 2020, a target they continued to reiterate through 2018 before going silent on the matter. If skeptics really want that coast-to-coast drive, Tesla could absolutely crack it for just that use case within months, but the critics would point out it's just a parlor trick. They'd be right.
    1
  20257. He's very affordable.
    1
  20258. Interesting.
    1
  20259. The "lawfare" argument always falls apart when I ask for examples. Companies as big as his are routinely investigated and sued on all fronts, and Tesla appears to have fewer issues than other companies of comparable size. It's like when the media complains about workplace injuries without looking at the injury stats at other companies of the same size, in the same industries. Tesla has a LOT of injuries, but FAR FEWER than you'd expect for a company of that size.
    1
  20260. He says he does everything BUT autonomy, but his clients definitely do autonomy, so like all things Dan, it may be technically true, while entirely dishonest.
    1
  20261. Very true!
    1
  20262. HR1435 didn't pass. It died in committee. The Equinox was always a farce. $35k for a car with the same specs as the mache? Just isn't possible yet. Not from them.
    1
  20263. Having it looked at
    1
  20264. Yes, yes, and yes! This being the prototype rather than an actual production version leaves some uncertainty, but this is how it looks with the rear suspension all the way down, and the front all the way up for ease of loading the bed. I assume it will have the digital sidemirrors included, with a fairly simple procedure to remove the physical mirrors by customers.
    1
  20265. Twitter will survive. Whether Elon remains in the role of CEO may have more to do with his contract with investors. The troll routine may help him gain followers, but it's obviously counterproductive if the objective is to retain and grow ad revenue. We don't know today what they'll actually do with the platform in terms of bans and moderation, because it's pretty clear they don't even know. The monsters of society who were just certain it was going to be their new playground were likely mistaken. It's still, after all, a business. As a point of clarification, Twitter has over $5b in revenue, and I have yet to see any indication what their new debt service will be. Most of the funds raised for the purchase appear to be ownership stakes rather than loans, but it could certainly be as high as $1b/year.
    1
  20266. Much appreciated!
    1
  20267. I had meant to include the Pentagon, but somehow missed it. It will be in the next one.
    1
  20268. Glad you enjoyed it!
    1
  20269. There have been 25 people who watched this and chose to unsubscribe. It's unfortunate, but I can't stop people from curating their bubbles to keep them safe from uncomfortable realities.
    1
  20270. Sweet!
    1
  20271. Not every video contains the sum of my knowledge. We've discussed the other systems before at length. No system today is without its flaws. Lidar doesn't magically make it better.
    1
  20272. Was he though? As I understand he posted three numbers; bear, base, and bull cases, and the actual number wasn't within the range. Tesla underperformed his bear case. That reads like a miss to me.
    1
  20273. Thanks Gary!
    1
  20274. Thanks, will do!
    1
  20275. It is looking a lot better this week.
    1
  20276. I sure hope so!
    1
  20277. Megapacks and Powerwalls are only made in the US at this time, and the Superchargers built in China aren't "sold" exactly, since they remain the property of Tesla. If the raw material providers are subsidized, that would likely impact everything China sells. The investigation appears to be looking more at the brands other than Tesla, but those headlines aren't as juicy.
    1
  20278. Yep. Once they found out it wasn't made of cheese, they just couldn't justify going back. ;)
    1
  20279. Hey, thanks. It's a mountain of work and I'd love to be able to ease off the throttle a bit, but for now at least, this is the only way.
    1
  20280. Not everyone's cut out for it.
    1
  20281. One driver didn't want to try FSD and still found it great. The other ONLY used FSD and... yeah, also loved it!
    1
  20282. @machoopichoo2 A lot of people don't seem to understand that you can't sell cars until they're built. Flip the script. If Elon sentiment was at all time highs instead, would they be able to sell more cars while all four factories are retooling for the refreshed Model Y?
    1
  20283. There have been no towing disasters. There have been tests to the point of failure by exerting multiples of the rated capacity, but those are not mirrored by real world experiences. Being able to tow 11,000 pounds doesn't equal a tongue weight rating of 11,000 pounds. If that's how you're towing, you're going to experience catastrophic failure.
    1
  20284. It's not surprising when you consider they aren't sold in the US. What's crazier is that it appears the big companies aren't paying attention either.
    1
  20285. @qilu2004 I see Tesla's strategy of focusing on sexy being due to the constraint of not having had enough batteries (and factories) to handle higher volume. If you can only make a certain number of cars, it makes sense to go where the margin will be the highest until it's possible to expand. The smaller, more affordable vehicle is what they're hoping to do with the next factory in Mexico.
    1
  20286. There are people who have upgraded to Premium+ just to get on the waitlist, so in that regard, I'd have to say yes.
    1
  20287. Like a lot of industries, the pay just isn't what it used to be.
    1
  20288.  @andrewpaulhart  Ich hatte keine Ahnung dass du Deutscher bist!
    1
  20289. That isn't the plan. They just shut down the MegaPack v1 line a couple weeks ago. The batteries are coming from overseas so it makes sense to build them closer to the port.
    1
  20290. Right here! https://www.Patreon.com/GlossyNews
    1
  20291. Pretty bizarre, but here we are.
    1
  20292. The scaling back of new factories is already making that impact clear. I expect to see production shift to Mexico, since those vehicles will still qualify for the EV credit.
    1
  20293. I was just doing a review. We don't have a formal relationship. They aren't a sponsor or anything like that.
    1
  20294. We're dealing with technology here, not philosophy.
    1
  20295. Equally true of horse shoes.
    1
  20296. Has not broken ground yet, as far as we know.
    1
  20297. They pay you $27 for that $1.40 in power. 300 such events and you get a free powerwall.
    1
  20298. Nearly everyone who has driven them wants the one they have, or the even better one that's already available. The person who really wants you to have one is your neighbor, though I can't imagine you care about them. It doesn't matter what you like or want or think will happen. This is "I'll never buy fuel injection" or "a manual transmission" or "a car I can't fix myself," but just like all of those, you will, and you probably already have. National mandates in all the biggest automotive markets have already been put in place. Before long there won't be any gas cars for you to buy, and you'll be amazed that you hung on to your overpriced, unreliable relic as long as you did.
    1
  20299. Keepin' it real.
    1
  20300. Looks like a lot of the intended simplicity didn't pencil out. We'll know more in a few months.
    1
  20301. My pleasure!
    1
  20302. Message me your address. If I can find it, I'll mail it to you. No guarantees I know where it is though.
    1
  20303. Maybe. Don't know if/when an event may happen.
    1
  20304. There was a quick spike, but it's faltered since. This is bad news for Nikola.
    1
  20305. Literally the opposite. There's zero pressure. I hope someday you get to buy from Rivian, Lucid, Tesla, or whoever else gets around to direct sales. It's refreshing in ways you can't understand until you do it yourself.
    1
  20306. Thanks!
    1
  20307. Bear offered to help him with his own landscaping company in the full interview, but he already a better job lined up.
    1
  20308. This is really frustrating across the board. I have not seen anything that would make me believe CyberTruck will be more accessible for mobility drivers, but this remains fairly universally true. I don't know what the solution is, but it sucks. Even the minivans currently used in this capacity aren't ideal or purpose-built.
    1
  20309. Which parts specifically?
    1
  20310. Glad you enjoyed it
    1
  20311. They're still ramping. The pace will pick up.
    1
  20312. Oh no! Sorry to hear that, Gary. Patreon is very careful to prevent accidental charges, but sometimes they overreach. :/
    1
  20313. Awesome, thank you!
    1
  20314. Hey, thanks!
    1
  20315. TBD
    1
  20316. I still managed to get a Tesla video in the mix. Have two from the show coming up. One about the OG Roadster, and one about the most modified Teslas I've ever seen (and I've seen some seriously modified Teslas!)
    1
  20317. Deep breaths there guy.
    1
  20318. The articles conflate multiple claims without sufficient citations.
    1
  20319. The hours are far less than 2,080, or even the 2,000 if you get 2-weeks off. Add an additional 3-weeks off and it's 1,880hrs of work to get that pay, plus every holiday off, and a benefits package that costs an additional $20,000 per year. They've literally been offered $10/hr JUST IN BENEFITS, and the leadership still won't bring it to a vote.
    1
  20320. Good news. For the low, low price of less than $1,000, you can buy a share of TSLA, which will get you a taste of that action!
    1
  20321. I published two videos today, plus a supporter exclusive video. That's true every day. More to the point, when have I EVER told you or anyone to invest in Tesla? That's not a thing I do. I was the one saying last week that it could absolutely go down more, and it has. Trolling works better when it's at least remotely based in fact.
    1
  20322. He makes a lot of predictions. Some are very accurate. The biggest reason he's here is because there are people who like him, and I want a diversity of voices.
    1
  20323. Such as?
    1
  20324. Thank you so much!
    1
  20325. So much talk of lawsuits. I can't imagine Tesla would do that. It would be a massive mistake for a bunch of reasons.
    1
  20326. YOU NEED TO WATCH THE VIDEO FIRST. It's all explained. If you took any amount of time to look into your claims, you'd understand what kind of light it casts you in to continue saying them.
    1
  20327. It's always something.
    1
  20328. Everything you said has a nugget of truth, but it's all still wrong. Military bases can't use the grid scale storage. CATL already found a way to move forward. The cars haven't been labeled anything, but their being investigated. Those things are WORLDS different.
    1
  20329. Fair enough.
    1
  20330. Exchange rates are a bit more complicated than that.
    1
  20331. Oh wow, that would be a mess. No, that would have to be included.
    1
  20332. Okay.
    1
  20333. So easy!
    1
  20334. Didn't realize.
    1
  20335. I don't think the scale of the market fits with their objectives.
    1
  20336. Yay! Thank you!
    1
  20337. Who pays you to do this? Your anti- fandom exceeds mental illness levels. The only thing worse than posting this wet trash for a living would be imagining you doing it for free. Enjoy your block.
    1
  20338. Maybe so.
    1
  20339. The thing with Elon is that he genuinely hasn't paid much in taxes, BUT it's because he borrows against his stock. If the stock collapses, which it has in the past, he's ruined. That's HIS gamble. If we don't like the system, we need to advocate for change, not hate those using it exactly as it's designed. Yes, Bezos' net worth doubled during the lockdown, but the value of my 2016 Nissan Quest also skyrocketed. Should I be paying tax on that "new wealth"? If we're going to tax net worth, folks who own cars are going to be in for a rude awakening. Unless, and hear me out, they don't sell those cars because they still have a reason to hold on to them. Yeah, right back where we started.
    1
  20340.  @blastum  I would love to, but with 4 kids the only options are a 7-seat Model Y which would be a bit out of budget and a tad cramped, or a Model X, which would be MILES out of budget. Unlike the bigger dawgs, I'm not even making minimum wage from this channel yet. :( It's a goal for next year.
    1
  20341. Looking forward to it. Just remind me who you are.
    1
  20342. I've seen the allegation that it's a Chinese design, but everything I've been able to find suggests that isn't the case. Chinese EVs are quite good. The notion of Chinese quality being universally poor expired 20 years ago. They are more than capable of building world class products.
    1
  20343. That event is beyond the horizon.
    1
  20344. Smart money, no whammys.
    1
  20345. Thank you for your support!
    1
  20346. So cool!
    1
  20347. You clearly don't watch this channel if that's how you describe me. The big channels that do all the hype won't even have me on because I refuse to toe the line.
    1
  20348. I appreciate that!
    1
  20349. Wow, thank you!
    1
  20350. Appears so.
    1
  20351. You can just say you've never driven one.
    1
  20352. If you can't see through the hurdles of battery swaps, it may not matter what anyone tells you. Nio posted some interesting numbers. Shot a video before flying out. Should post soon.
    1
  20353. You bet!
    1
  20354. Thanks for the visit.
    1
  20355. Correct.
    1
  20356. @jasonmugridge To clarify, that's the state of Lower Saxony, not the federal government. It would be like California or Texas owning a small stake in Tesla.
    1
  20357. Oh wow!
    1
  20358. Exactly. This simplicity is why Optimus has only a few different motors across all the various joints. They could have used 10 different ones to optimize performance, but this approach addresses cost and ease of manufacturing and repair.
    1
  20359. Wow. Thanks for the info!
    1
  20360. Way ahead of you, my friend. https://www.youtube.com/watch?v=OWtnyB3nl3I
    1
  20361. That's unfortunate.
    1
  20362. GM has never built a single EV in China. The Wuling investment doesn't make those cars count.
    1
  20363. I haven't seen anything that would lead me to believe a significant update is coming, or that "Juniper" is real. The term Highland appears in supplier schematics, while Juniper doesn't really exist outside the rumor mill. I can't imagine they'd want to ramp the Cybertruck, launch a refreshed Model 3, start building in Mexico, AND refresh the Model Y.
    1
  20364. Wow! Terrifying.
    1
  20365. And the people buying those cars are reflected in the average prices. Do you think there are as many people buying $100k cars as $20k cars?
    1
  20366. Now that's a neat idea. I'll add that to my list. I haven't done any research yet to have the first clue off the top of my head, so that might be a while, but I love the idea. Thanks!
    1
  20367. Yes. Teslas are the ultimate road trip machines.
    1
  20368. Manual.
    1
  20369. What's your gasoline/diesel/petrol cost?
    1
  20370. 🤙
    1
  20371. The author wasn't saying "someday" as much as "imminently." They have many more quarters of it.
    1
  20372. That's a hilarious theory. Love it!
    1
  20373. Even just using cameras that go a tad into the IR could help, since it would still perceive shapes through the fog as regular vision.
    1
  20374. But somebody does somewhere, so all EVs are bad, I guess?
    1
  20375. A tad bulky, you might say.
    1
  20376. I've never owned any shares of Nikola. I know Bear has at different times, but can't speak to his position.
    1
  20377. You might want to look that up. Pedants are about 0 for 6 in the past few years.
    1
  20378. I think the Model 2 unveil is pretty bold. Especially the multiple variants part.
    1
  20379. I'm not sure of the shielding, but I can tell you they shed very little beyond the cable. You can detect the EMF bleeding off a DC battery charger for your car from inches away (I have,) but the cable is dead on the outside, even when pushing 250kW.
    1
  20380. Some of it was the equation revision, but most of it was the progress. Hold ye all upon them cheeks of butt, cuz it's getting real right about now.
    1
  20381. There is no hate. ALL EV adoption is a net win. But to discount Tesla because they've never built a truck before would be as silly as to discount them in 2012 because they'd never built a premium sedan, or in 2017 because they'd never built a mass market car, or in 2019 because they'd never opened a factory overseas. The times they are a' changing my friend.
    1
  20382. Do you have a reservation? When did you place it, and which configuration are you considering?
    1
  20383. It wouldn't. The FUD started long before that. It's about what drives clicks.
    1
  20384. He doesn't seem to have a filter. Filters can be beneficial. There are people who wish they could get away with saying every dark thing that comes into their heads, but I back up several steps there. I prefer to adjust my thoughts to something that's still true but slightly more favorable. Being in control of my thoughts means I get to see all glasses as half full and still speak my mind.
    1
  20385. But they have a failsafe! Do they really? Well, um, they have insurance, does that count? No.
    1
  20386. No, though we may not see it at launch.
    1
  20387. Jack's fun.
    1
  20388. The reason I haven't is that these tend to move quickly, but more importantly, happen independent of the work on the main structures. Different crews, different contractors, one doesn't really detract from the others. Also, since we don't know the extent of those projects, it's tricky to know how far along they are. Thanks for the feedback!
    1
  20389. "The problem I have with cars is that they don't just want to dominate the horse transportation market, they want to eliminate the options for the people who want to continue riding horses. This is why they cheer the proposal to ban buggies." That's your grandpa. That's what he may have said. No matter who it was, they were wrong then just as you're wrong now. If you're ever in the Portland, Oregon area, hit me up and I'll let you drive my EV. It will change your life.
    1
  20390. No one cares.
    1
  20391. Then you should have actually watched the video.
    1
  20392. Glad you enjoyed it!
    1
  20393. Thank you!
    1
  20394. Best not to drink too deeply of the bin cider.
    1
  20395. No one is interested in your peanut, Roger. Probably best to keep those thoughts to yourself.
    1
  20396. Glad to help! Since they were the first to challenge that label, it only made sense to go straight to the source.
    1
  20397. Thanks for the kind words. It may not seem like much but it really does keep me going.
    1
  20398. The only numbers I've seen were 314k from Halter Ferguson and 325k from RBC Capital. Having an unusually hard time finding anyone else's numbers.
    1
  20399. There is no credit on the 2024 models.
    1
  20400. Appreciate you!
    1
  20401. You mean HW 4, or 11.4.4? Either is possible, but whatever the reason, it's struggling.
    1
  20402. Ford and GM have been promising OTA improvements to their expensive autonomous suites for years, so I guess the answer is "some".
    1
  20403. You're welcome!
    1
  20404. I wonder how the hell he managed to cram himself through the door hole.
    1
  20405. I just LOVE how you have your own B-Roll. I aspire to that.
    1
  20406. 8" longer. That surprises me. Thanks for the tip.
    1
  20407. As I understand, they are working on that.
    1
  20408. You can't expect perfection. What matters is the trend, and the data doesn't lie. These are above average quality cars. To the few who think this is a moment to take a victory lap, it isn't. I've always been honest and will continue that approach. I show the good and bad alike, it's just that it's mostly good.
    1
  20409. But a used EV, Bolt, etc., or a new ICE that's 10x or 20x the price. Hmmmmm.
    1
  20410. It's not for you.
    1
  20411. Come to Washington where the weather is mild and the road repair funding is sufficient, and you'll struggle to find potholes. Ours are rare and quickly fixed.
    1
  20412. State.
    1
  20413. Your brothers and sisters will go broke and you don't even want them to vote. Shameful.
    1
  20414. Vacuforming is a lot slower.
    1
  20415. Great point
    1
  20416. Indeed.
    1
  20417. Diplomacy.
    1
  20418. We do science here. Please check the crazy assay the door.
    1
  20419. Lol
    1
  20420. The biggest thing is that it's LFP chemistry, which performs well over time.
    1
  20421. Sounds great!
    1
  20422. @David Voss Correct.
    1
  20423. Is vs was.
    1
  20424. That's a solved problem.
    1
  20425. Keeping 100% of the taxi supply in house would be likely to make such questions louder.
    1
  20426. Entirely possible.
    1
  20427. It was!
    1
  20428. You're right that there really isn't.
    1
  20429. Ford may soon offer THE BEST electric pickup truck in the world... until CyberTruck and others are released. Then it's likely to fall to last place. I'm still happy either way. Competition is healthy and this first effort will allow Ford to make refinements so that their first serious effort will be better.
    1
  20430. She's very sweet too. She was popular at the event.
    1
  20431. More to come! He's a great guy and has fantastic content.
    1
  20432. I'm confident the accountants and analysts prefer to keep it complicated. Makes them feel more valuable than they may actually be.
    1
  20433. Even Elon disagrees with that.
    1
  20434. Lack of staff. It's a very small labor market. :(
    1
  20435. That's not what clickbait is, you ridiculous bucket of loose bolts. Clickbait is when you lie. What's next is the actual, literal topic of discussion.
    1
  20436. At some point, doesn't it all become fake?
    1
  20437. I do too. They are not what I consider encouraging, nor entirely forthcoming with the most important details.
    1
  20438. Wow, thanks!
    1
  20439. That appears to be the basis of the claim.
    1
  20440. There's a lot to it, but it appears to be a $5k fine per vehicle. There's a lot to calculate from there. I searched "ZEV target fine" and read the PDF on theicct.org.
    1
  20441. When did he "prove" that?
    1
  20442. Neat!
    1
  20443. Awesome, thank you!
    1
  20444. Nope. 2hrs south.
    1
  20445. His viewers don't agree with you, since they flooded me with comments on videos going back months. Mark has admitted he knows the difference between autopilot and full self driving, but chose not to use FSD, which makes the title of his video a lie. I'm not asking you to admit you were wrong, but you need to understand you were lied to
    1
  20446. Of course. The thermal issues were blown out of proportion by sensationalized reports, and the folks with an agenda have been rabidly clinging to it ever since.
    1
  20447. We've still never seen it delivered. Show me the roll.
    1
  20448. A tweet is not a promise.
    1
  20449. It will be interesting to see what they do.
    1
  20450. Glad you enjoyed it!
    1
  20451. You never commented on the first 16 hours of analysis, only the last 90 seconds that was a joke. This was for my regulars who have watched me crack wise the last six months, and they overwhelmingly enjoyed it.
    1
  20452. The parts issue is crazy to me. They have the fattest margin of any product they sell. Is it that hard to stock them? As far as reliability, I don't know many who will share your conclusion.
    1
  20453. There are plenty of short-range use cases, but yes, doubling the industry average will widen up the market in ridiculous ways.
    1
  20454. I can't imagine he'd give a damn.
    1
  20455. Wrong channel.
    1
  20456. Many do. When I went to my buddy's house, he charged me up from his power packs from the rooftop solar he gathered. The future is now my friend.
    1
  20457. The power required to produce enough hydrogen for a mile of travel (or a thousand miles) remains roughly 3x what's needed with batteries, when using electrolysis. That's the only green method out there. Hydrogen from reformed CNG is cost competitive, but at that point, might as well skip the $100b in R&D and just use diesel trucks with the leftover money invested in reforestation to offset the emissions. Hydrogen IS a byproduct of many existing industrial chemical processes, but it represents a sliver of what would be needed to drive even 5% of the trucks on the road. When they get to one or two percent, they'll have long exhausted that supply. Make no mistake, I AM a Tesla fan, but if you go back through my videos on big rigs, you'll see nothing but praise from me for ALL the BEV truck makers. Too heavy? Range too short? Price too high? Doesn't matter to me as long as there are customers willing to buy them. They know their use cases, and for some of them it's good enough while the 2nd and 3rd gen trucks are getting out of the design center and onto the roads. And it's not "out of the lab" because the efficiency gains ahead are evident based on today's proven tech. It's just that those trucks were designed on what was available 5 years earlier, and the industry is still moving quickly. Thank you for your comment. Was a great thought exercise and I appreciate that.
    1
  20458. Sure feels like it. They were already struggling to figure out how to build EVs profitably, and this is going to require them to take some steps the workers in the US are not going to be happy with.
    1
  20459. TBD but my guess would be a finished battery line.
    1
  20460. Glad you liked it! Appreciate the generosity!
    1
  20461. Your lies are absurd and transparent. Also, no sane person would imagine a single YouTube channel could move the stock. Even MKBHD + CarWow + Carmudgeon couldn't move the stock. Tell better lies.
    1
  20462. I feel sad for the investors who believed in their stated vision. That will NEVER come to pass.
    1
  20463. The pace of journalism is always getting faster and faster. Quality suffers for sure, but the biggest problem is that readers don't tend to tune out, even though it's their only real way of punishing terrible reporting from terrible agencies.
    1
  20464. I did not see this coming from you, of all people.
    1
  20465. Never could find a good answer why that ended.
    1
  20466. Sounds like it.
    1
  20467. Friday's livestream on the 2nd channel will cover the events from the Austin visit.
    1
  20468. It's becoming a tradition.
    1
  20469. You are most welcome!
    1
  20470. Thanks for watching!
    1
  20471. That ice was alarming. Too extreme for me!
    1
  20472. Yep, it's sloped. It gathers at the edges and down the center line, and feeds into pipes that take it underground to the west beneath the driveway, and south toward the river, stopping in that large retention pond. It hasn't really been put to the test since it was completed, but the rainy season will be here soon enough.
    1
  20473. Don't worry, you'll understand at some point.
    1
  20474. That's what campers cost. I wouldn't pay it either, but I get that there are people who do.
    1
  20475. Crazy!
    1
  20476. I've studied it, and I don't have a clearer picture of what the castings actually look like.
    1
  20477. I get that it's fun to make up stories, but I don't know if you're trying to be funny or political or what it is. What's the motivation here?
    1
  20478. No, they're in a different column off-screen.
    1
  20479. It's all one country though, right? Just a question of who's in charge.😉 I often put jokes in the search bar, and it's extremely rare that someone notices it. Thanks for being eagle eyed on that one.
    1
  20480. Wow James, thanks!
    1
  20481. Why are you here?
    1
  20482. Indeed. I couldn't stop talking about it in the weeks leading up to it.
    1
  20483. I appreciate that.
    1
  20484. This guy algo's!
    1
  20485. Get out of your bubble, friend. It's running out of oxygen.
    1
  20486. Fain backed Fain.
    1
  20487. I suppose it's been trained on them, and even if it hadn't, they're bigger than pedestrians.
    1
  20488. Thanks, you too!
    1
  20489. Um... because his parts are just, like, really really cool? /s
    1
  20490. Yep!
    1
  20491. By "factory 3.0" I meant the design of the factory itself. Fremont was the original, Shanghai was a whole new type from the ground up, and the second part of Shanghai appears to be, like Berlin & Texas, design philosophy 3.0.
    1
  20492. The objective is to kill the EV transition. That was clearly laid out during the election campaign. The problem with that is the rest of the world will continue and all we'll do is cede our seat at the table of global auto manufacturing. US automakers will become regional instead of international.
    1
  20493. We've already tried the "or else" and it was the biggest failure of our nation's history. Yes, how dare a president offer to represent even those who didn't vote for him. Listen to yourself.
    1
  20494.  @JeffreySmith7777  Ah, trolling. Got it.
    1
  20495. Very cool!
    1
  20496. Prius FUD comes from Toyota. We're bigger than these lies. Let's start acting like it.
    1
  20497. If you're spending $800/month just for your 6 mile round trip commute, you should know that you are an extreme outlier.
    1
  20498. I'm still on 13.2.2. It's just how the rollout goes sometimes.
    1
  20499. The improvements I've seen have been small in benefit, but very big in terms of the work to tackle them. Spam is definitely down, but it's a monumental task. Spaces have improved a bit too. But I agree that there's a lot to tackle to transform it into something genuinely new and compelling.
    1
  20500. Let's not do this here
    1
  20501. Bloodbath.
    1
  20502. It's a tough business for sure.
    1
  20503. It's in the description, but it's hard to find since YouTube is, you know, the devil. www.YouTube.com/glossynews
    1
  20504. Sometimes the journey is the destination.
    1
  20505. That's the price without the incentive. Once you add in the IRA and any state or local incentives, the comparison is so silly you'd have to have a screw loose to buy anything else. Resale on Teslas is ridiculously strong. If you look at a two year old Model 3 or Y, it's only a couple thousand less than a new one when you include the federal rebate, which nearly everyone qualifies for. If you're comparing resale on EVs based on what customers actually paid during the first auto supply crunch in history, you're going to see comparable depreciation across the board. You can't look at the MSRP of a Ford or Toyota from 2 years ago for a comparison because nobody was able to buy cars for those prices. They routinely had $20k to $50k dealer markups. Some dealerships are still charging those. You have to look at the actual cost of acquisition.
    1
  20506. That's a crazy theory. There are no subsidies for the semi factory. The conditions for the tax abatements for Giga Texas were satisfied years ago. Got anything else?
    1
  20507. I've seen a few segments on how recycling is a joke, but every one of them agrees that metal recycling, specifically aluminum, is the absolute best way to go. It's extremely energy intensive to make the first time, but the second time just requires heat.
    1
  20508. Come for a ride with me. I'll bet you lunch you'll agree it's better than any gas car in the same price range, and among the best cars you've ever experienced.
    1
  20509. Gorgeous!
    1
  20510. Only if it results in higher accident rates. I don't have that data but it's safe to assume they do.
    1
  20511. Doesn't sound unreasonable, but the issue often comes down to valuation.
    1
  20512. Fires are extremely rare. I'm sure you already know that because you follow this stuff closely and have been doing so for ages. Bolt was way slower, and vastly more prone to fire. There's no correlation between acceleration and fire risk.
    1
  20513. I just love hanging out with James.
    1
  20514. It's possible there are investors who have confidence in a short strike with beneficial terms and see even a small dip as a buying opportunity.
    1
  20515. A dog complex?
    1
  20516. Maybe so, but we lose credibility when we specify only the corrupt of one party. The bigger issue is that this has NO bearing on the discussion here. We can't control Newsom's behavior, and I'm not a California resident able to vote there. What we can do is control our own understanding of what's happening, why, and how to fix it our side.
    1
  20517. I was wearing a microphone in this video. Wasn't I?
    1
  20518. Sweet?
    1
  20519. There were a few, and I do read the comments, so yours was almost certainly one of the voices.
    1
  20520. This doesn't add up. I've addressed it in at least ten other comments. Go check it.
    1
  20521. Included.
    1
  20522. Glad to see the hard work shows.
    1
  20523. I think Rob would do a truly fantastic job as a by-the-book sort of PR guy. He's even keeled, whip smart, and very likeable. Me on the other hand? I'm sassy. I think I'd be more the type of person Elon would prefer for the position, but he'd be overridden on the decision by cooler heads. ;) Oh, and I highly doubt Elon knows I exist. I don't get many retweets, and none from anyone he follows. It's a small channel in a crowded space.
    1
  20524. They do issue warnings. I've gotten one, but YouTube wouldn't tell me which comment it was.
    1
  20525. I appreciate that!
    1
  20526. It's 30% empty, and you couldn't fit more batteries because the space is vertical. Sandy said it's likely for shock insulation.
    1
  20527. I charge at home on 110v. It could be better, but it works.
    1
  20528. It's gonna be fun.
    1
  20529. Probably.
    1
  20530. That includes state and local taxes. This is only a federal replacement. Federal gas tax is 18 cents. States are already charging EVs a higher annual registration. This would be in addition to that.
    1
  20531. Right. It's impossible. But I guess I'd ask how many impossible things they've done over the past 10+ years that now seem a tad quaint.
    1
  20532. They're still very highly rated for factuality and lack of bias.
    1
  20533. His video already has 3 million views. People are watching it.
    1
  20534. Yeah man, taxis are SO embarrassing... you know people said that about the Prius too, before it became the most common car for taxis.
    1
  20535. He's an opportunist. He wants his clients to be the leaders in the industry because it makes him more money and it's far easier to kneecap your competition than actually deliver a product.
    1
  20536. December 2017 was the unveiling. While they're already in production, I won't count it until it reaches volume.
    1
  20537. I've seen no evidence to support those conclusions.
    1
  20538. When the tracker started, viewers rightly criticized the assumptions made. I always asked for their thoughts on a better way to track it, but very few had any ideas, and none that were possible. One suggested I go according to how much they had spent along the way, but that information isn't public. Another suggested I use the same kind of workflow management software the general contractor probably has, but that only zooms in too close and a wider variety of unknowns. The most recent criticism I've seen is that my graph only looks good because I over-counted early on, and I'm under-counting now, resulting in the S-curve appearing artificially flat. The tracker doesn't count dollars, since they're unknown and unknowable, or man-hours since we have no idea what the total is likely to be. The timeline only counts time. In that regard it's held up quite well.
    1
  20539. It wasn't too small, but the walls do open up if we need more space. We aspire to have that problem.
    1
  20540. No. That's not a healthy conclusion. Seek facts. Stay focused.
    1
  20541. Looking cheap and being cheap aren't always the same thing. That's what they're going to find out.
    1
  20542. Intermediate was the term I used. I meant intermediate in terms of timing more than size, but it can be both. It's not the all new compact, but something in the mean time based on existing tooling.
    1
  20543. They are not. Tesla only manufactures the decorative glass shingles.
    1
  20544. I'm not aware of any for long haul.
    1
  20545.  @michaelmourek3879  My first advice is to take everything I say with a grain of salt. My second piece of advice is to never take any advice offered by that deflated bouncy house, because he's a demonstrable failure.
    1
  20546. I appreciate that! Thanks for being here, Gary.
    1
  20547. 13.2.2.
    1
  20548. Glad you enjoyed it!
    1
  20549. Good news! I DID get the update and have had a chance to try it out for about 3 hours of driving now, and easily 95% of my complaints have been resolved. You've seen how poorly v11 performed where I live, so this is saying a lot. Chris from Dirty Tesla lives well outside of town in Michigan (on a dirt road) and the improvement there is remarkable as well, though he had much better success with v11 than I did.
    1
  20550. No, that was a lie Elon repeated because he liked it, but it's as true as saying Biden gave Elon billions to get trump elected. The dots don't connect. Tesla and SpaceX get Carly more government money. If that didn't set off your BS detector, maybe try rebooting it.
    1
  20551. Indeed. And that's why it's tricky to determine the amount today.
    1
  20552. You sound scared and desperate. Maybe seek professional help.
    1
  20553. Scary stuff
    1
  20554. It's the car Herbert drives. While we may not all agree, he definitely has enough experience with the car to share his take.
    1
  20555. I would say 850 comfortably, barring a battery supply problem.
    1
  20556. No worries. People still buy Suzukis. You'll do fine.
    1
  20557. I'm an hour north of Portland. Car drives great in Seattle and Portland, but not in my town, which is very surprising and disappointing. I published a video two days ago about the successes elsewhere.
    1
  20558. I imagine they're afraid of people abusing it.
    1
  20559. Appreciate the feedback. I'm trying.
    1
  20560. How?
    1
  20561. Would be interesting.
    1
  20562. The $350k is per 8-10 years. Powerwalls cost about twice as much per kWh as the car, so it would literally cost half as much to use a brand new car's battery, plus you could still sell it as the warranty expiration approaches.
    1
  20563. I think they'll be using them to make money buying and selling power from peak off-peak to peak, and using it in-house when the rates are the highest.
    1
  20564. It's not as simple as that. Tesla's been the biggest recipient of IRA, battery manufacturing credits, and public fast charger deployment funds.
    1
  20565. Not yet, no. Only markets served by Giga Shanghai.
    1
  20566. That's a solid point.
    1
  20567. Even with Russia's production, I'm not convinced it's enough to scale to 4m cars in stainless. Will be interesting to see what happens.
    1
  20568. No problem!
    1
  20569. Thanks! I enjoy making them and sharing them with such a great channel.
    1
  20570. Strange, right? I never swore any of it was true, just that it was what I was told. And again, no matter how true it is, everything is subject to change until it actually hits the streets. Hell, even then there are OTA upgrades that can improve speed, braking, highway safety, you name it.
    1
  20571. They don't. Human nature demands and rewards it.
    1
  20572. There's a reason I addressed this in the video. I'm guessing you didn't watch it. The trillion wouldn't be a big pile of cash, but in the market value of the company. All of the revenue generated goes to the workers. They've already spent over half a billion at Starbase.
    1
  20573. Many employees AT ALL LEVELS are already millionaires. Unfocused rage isn't helpful. Tesla is the only carmaker that gives stock grants to all employees, rather than just the executives.
    1
  20574. Shouldn't be too hard to push through. Some states have already passed laws regarding distracted driving to make the use of phones legal if a vehicle is sufficiently autonomous. You can play Angry Birds behind the wheel in Nevada if you have those rare Mercedes with Level 3 autonomy.
    1
  20575. I appreciate that.
    1
  20576. Government censorship requests to X are higher than they ever were when it was Twitter, and the majority of them are approved.
    1
  20577. Remarkably easy in this case.
    1
  20578. I am not convinced they are. They're sketchy, sure, but their pockets are sufficiently deep that I believe they can actually get to volume production. Beyond that is anyone's guess, and the fact that the CEO recently liquidated millions in shares isn't exactly comforting. Still, I think they'll do more to advance EVs than the bottom half of legacy car builders (in terms of their stated objectives.)
    1
  20579. There is no predecessor to many of DJI's products.
    1
  20580. Great stuff! The thing with Alameda was they were the last major county still in total lockdown. Regardless of the motivation, I understand the frustration. If it's safe everywhere else in the state, and the overwhelming majority of the country, what's the holdup? John Oliver made it sound like the whole country was on lockdown, and only Tesla was reopening, which is the opposite of what happened.
    1
  20581. It’s going to be worth the wait, I hope.
    1
  20582. You should watch the video. Your money is in danger.
    1
  20583. It no longer offers six seats. That's what made me go with the Y instead. Very sad about that.
    1
  20584. Remote could mean human, but couldn't that also mean Dojo?
    1
  20585. I'm already maxed out. 😞
    1
  20586. Thanks! 😃 Hoping to swap out the clips over time with better ones.
    1
  20587. The interior (hidden) sections of the cabin as well.
    1
  20588. WHAT did you call my mother?!? Look, maybe the styling isn't for you, but even when I dislike a style choice I admit it's a matter of taste. This is getting early rave reviews. Whether they're representative or not will be known soon enough, so why be like this, baby?
    1
  20589. There are no plans for that, so I expect anything of that sort to be 4-5 years out at a minimum.
    1
  20590. Unlikely.
    1
  20591. Thank you so much!
    1
  20592. This was the correct take 5-10 years ago, but it appears they've moved well past it.
    1
  20593. Where do you live that residential power isn't a monopoly. Charging already isn't since most charge at home.
    1
  20594. Geely is a privately held company. They have the backing of the Chinese government to a lesser degree than VW & BMW have the backing of the German government, or Ford & GM have the backing of the US government. Bankruptcy is absolutely possible, though I agree it's unlikely.
    1
  20595. Terrible acoustics in here. Tile floor, concrete walls, just unforgiving.
    1
  20596. If I don't show the bad, how can you believe the good is the whole picture?
    1
  20597. Thank you so much!
    1
  20598. Categorically false. Don't forfeit credibility in an effort to score points.
    1
  20599. Our pleasure!
    1
  20600. What a strange misunderstanding of basic human anatomy.
    1
  20601. All payments already processed. Maybe try understanding the situation as best you can before advising how best to proceed.
    1
  20602. Glad it was helpful!
    1
  20603. That would be interesting. Executives have always been rich historically, but nothing like the divide we see today. $30m is a more appropriate amount of money to earn over an entire career than in a single, lackluster year. We'll never see that happen, sadly, but it would do a lot to normalize things.
    1
  20604. I'll be posting about any plans as they develop.
    1
  20605. I'd be careful in underestimating the Chinese EVs. They've got some pretty compelling products, and they are within a stone's throw of being imported all over the world.
    1
  20606. If what they "need" is a $20k used truck, they don't get much say in what is built for new sales. Lightning, Cybertruck, and others will soon be within the band of normal, new, non-luxury truck prices, and even if it's $10-20k more on the sticker, the operational savings will make it an easy choice for a lot of buyers. Certainly enough to keep them in development.
    1
  20607. Ah yes, the ol' NO DEMAND nugget. Very silly stuff.
    1
  20608. Kyle criticizes their technology.
    1
  20609. Apparently a number of these were Uber drivers with short-term Hertz rentals. The ones I've met treat Superchargers like gas stations, so they don't precondition the battery on the way. This will create backups.
    1
  20610. I don't want fuzzy dice, but I can appreciate that somebody else might. Imagine being the kind of person who makes fun of everyone.
    1
  20611. Thank you so much!
    1
  20612. Funny, I love it!
    1
  20613. Unless oil subsidies are cutoff, which isn't going to happen, there's already a finger on the scale.
    1
  20614. It won't help you if it costs tens of billions to roll it out in North America, and the company has no way to do it.
    1
  20615. That would be a solution that might work for someone, but expecting every neighbor to move isn't particularly reasonable.
    1
  20616. We've heard a number of times that it does.
    1
  20617. Likely a megaton.
    1
  20618. You'd think.
    1
  20619. No, Detroit's done. It's tragic, but here we are.
    1
  20620. Got your email.
    1
  20621. Really appreciate that, Jason. Thank you.
    1
  20622. Those situations are absolutely real, and I share your questions about how they'll be resolved.
    1
  20623. Couldn't agree more!
    1
  20624. You're asking a politician to grow up. Do you think that's going to happen? If the departure from California was a business decision, we probably shouldn't have pretended it was over social issues. We have the power to end the war and the freedom to do it. If we choose not to, we have only ourselves to blame.
    1
  20625. I watched that video. $1300 is more than a tad out of reach, sadly.
    1
  20626. Check out the latest stream. It's fixed. ;)
    1
  20627. The black one is actually titanium with some kind of black finish. My son got it for me for Christmas two years ago, and the coating has proved ridiculously resilient. No scratches or visible wear at all after wearing it hundreds of time.
    1
  20628. I am very careful about not leaving it in the hot car. The 4680 isn't being delivered to him but to San Diego for extreme analysis.
    1
  20629. Totally fair. Better to watch channels with real plants and 2nd rate information. Can't be too safe out there.🤔
    1
  20630. Looks like 26 views in the past month. Only you can know how many of those were you. Not many, but the channel is still growing.
    1
  20631. You have to watch the video first, champ.
    1
  20632. Lol
    1
  20633. Happens to the best of us.
    1
  20634. EVs are still a small part of their business, and not a profitable one at that.
    1
  20635. It doesn't. Look up the levelized cost of electricity by source. That was only true in the very early days of wind. It's gotten ridiculously cheap.
    1
  20636. Wind resistance is a real bear as speed increases.
    1
  20637. Kind of depends. Are they making a profit, even at $100k? It's harder to do than a lot of companies realized. And if they plan to sell 100,000 units, it's a third of a billion dollars over ten years.
    1
  20638. The sheer amount of site remediation to make the ground ready made for a pretty massive challenge, though Berlin had to contend with environmental delays (the hibernating bats.) Still, it's vastly easier to fell trees than fill a swamp. Berlin also enjoyed the added benefit of having it's own train line where they could bring in 1,000 tons of finished concrete columns and spans at a shot.
    1
  20639. You bet!
    1
  20640. Thanks 👍
    1
  20641. Worked in the 90s and beyond though.
    1
  20642. Watch out! 😜
    1
  20643. Pretty odd, right?
    1
  20644. I like it.
    1
  20645. Will be covered in today's video.
    1
  20646. Very dry.
    1
  20647. Smaller operations have far less automation even now. An all purpose bot could address that.
    1
  20648. Neither is any immediate danger of that, so it's tough to say.
    1
  20649. Hi Shawn. No you haven't. There isn't a contract. All you've done is hurt your members.
    1
  20650. No, there's an answer independent of that.
    1
  20651. I try.
    1
  20652. Everyone is, but thank you for materializing from thin air to share your "very real and deeply held" concerns.
    1
  20653. Well said.
    1
  20654. So nice of you, thanks Tom!
    1
  20655. There isn't, but we haven't seen anything to suggest it will be there.
    1
  20656. Impossible to know what's really going on since Lucid refuses to participate in any sort of official communication. I considered that he could have been instructed to give out carefully scripted lies, but concluded that wasn't the case because he's such a bizarre individual, and he was working in an area we normally wouldn't have stopped. Their security team knows where Bear parks. It's not directly out front. That location was selected at my request... unless you think I'm in on it.
    1
  20657. He's a great guest!
    1
  20658. I've had jobs that said they paid vacation, but they were all commission jobs, so when you're gone, nobody works on your accounts. The month after vacation, there ain't no check.
    1
  20659. That was always the plan, but it's not going to happen for the ones coming off lease this quarter.
    1
  20660. I sure was. I was right on a bunch of things, but wrong on the biggest one of all, which was that it would have a whole new look.
    1
  20661. Lucid is only 4 years younger than Tesla. 4 years ago Tesla already had their 3rd original car in production.
    1
  20662. If you think Lidar is the only reason it's better, you have no understanding of the depth of the problem.
    1
  20663. Thanks 👍
    1
  20664. Glad you enjoyed it
    1
  20665. It's because they tried to patent technology that isn't theirs. Tesla can't let people use the patents for free if they don't own them.
    1
  20666. Best in what regard?
    1
  20667. No car sells better in China than the Model Y. There is no car for $10k that comes anywhere close. You can hate all you want, but don't lie.
    1
  20668. Tires have been so thoroughly researched that there's limited room left for disruption.
    1
  20669. Don't worry, if he tries to bring up water bottles in the next 2 videos, I'll cut him off and end the interview right then and there. ;)
    1
  20670. @wesleyfu8817 Did you check them out?
    1
  20671. That was the union's talking point, but it ignores the reality. Companies will gladly spend millions to shave $10 off the cost of a single car because across a fleet, that's $50-80 million a year, or a billion over 12 years. 5-6% of a car is $2,500, and it just went up by hundreds. Even at $100/car, and just in North America, we're talking about a quarter billion a year. Companies will seek trim that 100 times out of 100. I tried to explain this several times while negotiations were ongoing, but few would listen. CEO's massive paydays aren't in cash, but in stock. Unions don't ask for stock. They don't want their members to have it because then they'll all own part of the company. They want to keep the negotiations adversarial with workers on one side and owners on the other.
    1
  20672. Awesome! Thank you!
    1
  20673. It hasn't broken ground yet. :( I'm trying to find a drone pilot there. If you know anyone, send them my way!
    1
  20674. Because time is linear and this happened in the past.
    1
  20675. You and I seem to know different people. I'll tell you my audience skews older, so it's possible the higher tier workers do things differently based on their income.
    1
  20676. I think they wanted the exoskeleton to take the place of the traditional stamped Occupant Home, and it just wouldn't work. That would add quite a bit of time and complexity.
    1
  20677. No, the other thing. If you watched the video you'd know. We literally said "wow" because it did a number of things we didn't expect. When you call everything clickbait the word loses its meaning.
    1
  20678. That's discouraging.
    1
  20679. Thank you!
    1
  20680. I don't remember that one, but it sounds awesome.
    1
  20681. It is one sided. It's a genuinely terrible idea. I was right about Nikola, Lucid, and vinfast, but sure my guy, THIS is the one where I miss.
    1
  20682. They don't even have to believe any one thing in particular. As long as it makes them generally hateful against Musk, that's a win for them.
    1
  20683. Always!
    1
  20684. Jeff has an 8K drone. Better ones exist, but there aren't many available to civilians.
    1
  20685. Are you suggesting they don't realize that, or that they know it and still plan to produce a car that can't pass safety tests? I've researched this claim and the only thing I can find is a half dozen articles all pointing back to one story where one guy in Europe was interviewed about it. While I'm sure he's an expert, he hasn't seen the CyberTruck in person and can only know of its construction via extremely limited official information and wild speculation. I would be very surprised if it doesn't comply with standard safety requirements.
    1
  20686. People whine no matter what, even if it's silence. This happens on every channel.
    1
  20687. Glad you enjoyed it
    1
  20688. Be careful with that strategy. It burns a lot of traders.
    1
  20689. You'll never know what you missed.
    1
  20690. WILL BE a bigger flop? They're already the production and deployment leaders, and with fat margins that will only increase in the near to medium term. They already succeeded. Whatever your objective with this nonsense, it might land better with a less educated, less engaged audience. This ain't it
    1
  20691. It would be overkill for the application because it would be weight-rated six times beyond what's needed. Also the batteries would likely explode at 0 atmospheres.
    1
  20692. Thanks Chuck!
    1
  20693. Maybe they think it's a riddle where they have to ask it in just the right way.
    1
  20694. It's not 8.5M cubic feet. That's the area. Cubic feet would be more like 4M sf times the height, which is about 80-feet, less the width of any floors. If you figure 70-feet of vertical space, that's 283M cubic feet.
    1
  20695. Maybe so.
    1
  20696. Joe is a hoot. I simply had to get him on for a chat.
    1
  20697. It's Baby UFO. You see him around.
    1
  20698. I just went through over half the board's resumes, and I found no union or government people. Plastics, oil, aerospace, engineering, even Walmart were on there.
    1
  20699. Who said that? I've never praised his work.
    1
  20700. Great point.
    1
  20701. Thanks 👍
    1
  20702. Glad you enjoyed it.
    1
  20703. Putin is no friend of Musk. He'd like people to think that, but there's no love there since SpaceX dismantled their entire commercial launch industry, and Tesla coming for their fossil fuel industry. Trump has pledged to roll back EVs if he's reelected, so I'm not sure how that works either.
    1
  20704. I heard years ago that it would be closing down, then saw a FLOOD of stories last week celebrating it. Very unusual timing.
    1
  20705. I appreciate that!
    1
  20706. Didn't even notice that. Good catch!
    1
  20707. Sounds great, if only it weren't for those pesky laws of physics.
    1
  20708. Thoughts on this?
    1
  20709. We grow food today.
    1
  20710. 4.5% is closed off from the weather. It isn't done though. No party of thre inside is done. The interior completion is 0%, but now can start the 17 week March. I really tried to make that clear. I said it out loud and added it to the graphic even.
    1
  20711. It was 2-3 years ago.
    1
  20712. That would be cool!
    1
  20713. Oscillation. Flat panels want to flap in the wind, which is why nobody uses them. Cybertruck mitigates that by having panels of sufficient thickness and rigidity to prevent it.
    1
  20714. Thanks!
    1
  20715. Take a look at their warranty payout (4.6%) and accrual rate (over 6%) and you can already see my sources were telling the truth.
    1
  20716. There are a few things I like about them. First is that they're a real company with real experience building real buses. The second is that they aren't promising anything crazy. It's just a bus, here's the price and stats, and if it works for your use case, you can order it.
    1
  20717. Much too early to say if there will be anything to replace it. I figure with the emphasis on cost cutting it might be a tough sell in congress.
    1
  20718. Wow, thanks! It did feel like a relly great show.
    1
  20719. The commercial value of FSD would be so high that owners who don't want it would likely be tempted to sell their older cars to someone eager to pay that $20-30k premium to get access to the functionality.
    1
  20720. They're burning those billions more than making them.
    1
  20721. I don't need to watch my speed in town since I have a good mental awareness of it, and when I'm on the highway I'm always using some level of "cruise control". I think having a prominent speedometer is more important when a car lacks those features.
    1
  20722. Yes! We have quite a bit of electrified passenger rail in the US as well. It's the long haul freight that's tricky to electrify.
    1
  20723. That's big thinking!
    1
  20724. Nope, not a North Korean car.
    1
  20725. Odd.
    1
  20726. The Washington Post article is new.. nothing in it is recent.
    1
  20727. Absolutely!
    1
  20728. Glad you enjoyed it! Blake was fascinating to me.
    1
  20729. There will be more events. :)
    1
  20730. East Germany was a Soviet state. That was Soviet engineering. East Germany is gone. There is only Germany. ;)
    1
  20731. The Renault Zoe is pretty small. Also the Twingo. There are small cars.
    1
  20732. Hey, at least I was able to recover my files from the old computer. I needed both of those housings, as each only fit one of the two drives. Bizarre to me how that works.
    1
  20733. I was thinking more that it would be incredibly easy. Like the difference between a press conference and a school career day.
    1
  20734. I think that's what we're seeing go up in the NW corner. Too soon to be sure, but that's my guess.
    1
  20735. You're welcome to get your information from any source you like. That interview did not contain any new information. If your choice is to starve your brain of information which can help you better understand your investment strategies, no one is going to stop you.
    1
  20736.  @kleinzach007  If you can find a channel with better insight, you'd be foolish not to follow it. I'm up 3,900% in 9 years, so you'll forgive me if I find your judgement less than meaningful.
    1
  20737.  @kleinzach007  Yet here you are, still trolling after all these months. It's a bit creepy.
    1
  20738. As a fan of the "buy it for life" philosophy, I'd much rather pay more upfront and know that I'm done paying for something. It's why I no longer own a printer. Those guys aren't in the business of selling printers, but ink.
    1
  20739. After the compact, I expect to see a van type platform. They could use it for cargo variants, minivans, and one with limo type seating for the Boring Tunnel.
    1
  20740. It's still a price reduction nationwide.
    1
  20741. The people I know who own the MachE absolutely love it.
    1
  20742. This one does. Shanghai has some. Giga Nevada does as well. It looks like they've been added in New York, but I can't tell for sure. Only the factories still under construction don't, though I can agree it's something I'd like to see more of. The problem is it requires a lot of upfront capital which could be better used to create products, and many industrial factories enjoy significantly lower power rates than residential customers.
    1
  20743. Only matters if someone was going to be a customer otherwise. The Boycott folks I've met were already boycotting before it was cool.
    1
  20744. Yes. I have Michigan, Austria, and X-Takeover. There's supposed to be a St. George one coming, and I imagine there might be a Christmas one as well.
    1
  20745. I doubt that, but the future is very uncertain, and the capacity to pour endless money into the company will reach an end at some point.
    1
  20746. Same to you!
    1
  20747. Literally no idea what you're talking about.
    1
  20748. Your observation seems correct. The roof beam was immediately noticed as being at a different slope by viewers, and the removal of that beam does indicate that it will need to be replaced. The current leading theory is that it probably doesn't need to be trashed, but moved to the correct location (likely on the same row, further to the east by a spot or two. Regardless they're stuck waiting for the correct pillar, which likely had to be pushed to the top of the priority list, as they somehow thought they had already made it. A couple days for the forms, a few more for curing, we're likely to see it within the next 5 days. While this does undo some progress, it's really not much in the grand scheme of the site, and shouldn't change the projected completion date. It's less than 1% of one aspect of the completion math.
    1
  20749. Papa John was fired.
    1
  20750. Afford what? They can't afford ALL the demands, and the union so far won't accept anything less. Offers were presented well before the deadline, but Shawn refused to negotiate.
    1
  20751. Boom!
    1
  20752. Looking around and they're still over $80k for the oldest ones with high miles. An X is likely just too much car for me. :(
    1
  20753. Still significantly more than electricity.
    1
  20754. Thank you for the correction. Retention means standing water, detention means only wet when necessary. I'll make a note of it.
    1
  20755. Well you're charming.
    1
  20756.  @DennisMerwood-xk8wp  You're too old to behave in this manner. Shame on you Dennis.
    1
  20757.  @DennisMerwood-xk8wp  No one is asking you to buy one. This, like you, do not appear to be meaningful steps on the path to a cleaner, greener future.
    1
  20758. That's a very good point. Would everyone get black bumpers like the cybertruck? You could do that, but maybe it wouldn't look great. I'm sure if that's the approach, Franz has something already approved that would make us all happy... okay, make MOST of us happy.
    1
  20759. Not sure how cheap they can get when it's not a tire, but an entire wheel system. Imagine having to replace the entire wheel when you run out of tread.
    1
  20760. You're calling that secondary school teacher dumb. It's a barrier. We need to acknowledge that.
    1
  20761. A basic definition of a platform in cars, from a technical point of view, includes: underbody and suspensions (with axles) — where the underbody is made of front floor, Rear floor, engine compartment, and frame (reinforcement of underbody).
    1
  20762. Ha ha, good point! Well I have to do things a bit differently to set myself apart from the crowd, so what I do is offer full transparency as to how the equation works so you can make mental notes and adjust your expectations accordingly. When we see the first vehicles piling up in the delivery area, we'll better understand how close the figures got to actual, and it will help me adjust expectations for future trackers.
    1
  20763. Yes to carpet, but I don't think you'd want to remove it so much as throw in a rubber mat. Not sure on the skis fitting, but wouldn't that be a fantastic way to get there? Not having to deal with parking would be amazing.
    1
  20764. I'll accept that.
    1
  20765. I really, really hope they're just missing some odd bibs and bobs, and they're about to ship all of them out to customers. We'll know more in a few months, but as of today, it doesn't look ideal.
    1
  20766. When 2% of comments say I'm too extreme on either side, I know I'm doing something right. I can't even tell what you're mad about. Am I too soft on Tesla or too hard on them?
    1
  20767. A limo has the same sort of seating configuration and passengers manage.
    1
  20768. I feel your pain, brother.
    1
  20769. Thank you so much!
    1
  20770. Good news! Giga Texas makes both 4680 models with structural packs, and 2170 models without. They wouldn't need to reduce production, just switch to entirely 2170 models. I know Rivian stepped all the way back on their powered covers, but it's less clear if it's a limit of physics or a limit of their engineering. It feels to soon to know, but if I exposed it to any regular sand or dirt, it would be something I'd need to see addressed.
    1
  20771. True.
    1
  20772. Lots of upsides.
    1
  20773. Thanks! Here ya go https://youtu.be/NhA4m9djGZ0?si=Da_9qRAWnLWCoOKk
    1
  20774. Probably too busy playing ZomboCom.
    1
  20775. Get it, you guys? GET IT?!? A test rocket failing is like making fun of a crash test vehicle for crashing.
    1
  20776. Love it! Clicking, engaging, commenting, all of that drives more views. Thank you!
    1
  20777. Have they achieved general intelligence?
    1
  20778. Appreciate the support, we're just trying to keep it real.
    1
  20779. I suspected, but wasn't sure.
    1
  20780. Shush, you. You know you're a fan. ;)
    1
  20781. Lol.
    1
  20782. A fine question. While I don't know for Corpus Christi specifically, it's available in nearly every country.
    1
  20783. Oh wow!
    1
  20784. Thanks for watching, and glad you enjoy it!
    1
  20785. And we address that. We mentioned that they didn't use any of the usual hypermiling tricks, but just did really well.
    1
  20786. Nothing better than door to door service!
    1
  20787. While that's still technically a possibility, the knock-on effect on foreign investments in German manufacturing would cost the country well into the trillions, so more likely bull case is a slower ramp and/or reduced output, both of which are accounted for.
    1
  20788. You'll get there. I have faith in you.
    1
  20789. It's been tested, it's plenty safe. It's the odd regulations that make it unable to clear. Look at pedestrian safety testing on delivery vans. Go on, find the video. They publish all the Euro NCAP testing. Show me how pedestrians fare against those.
    1
  20790. Appears so.
    1
  20791. Welcome aboard!
    1
  20792. Seems doubtful to me, but it's admittedly beyond my scope.
    1
  20793. We can't expect these professionals to do any research at all, can we?
    1
  20794. Robinhood was the only one he found, and they are shady. Every place he talked to in town said they don't even think of anything like that. It's still very much the exception on the street.
    1
  20795. It's tough. Two of my sons do livestreaming as well, and building an audience big enough to get even the first subscribers and viewers is hard, but getting it to monetize is vastly harder, and getting that to a meaningful income level is, well, I'm only barely qualified to say. I had enough failed attempts at making channels that when I started this one, I gave it 90-days to monetize, or I was out. I got lucky. Dillon from Electrified saw my insanely complicated math tracker and told his audience to check it out. That pushed me over the hump. That was 30-months ago (33 since launch) and my channel still isn't even as big as his was back then.
    1
  20796. I've seen quite a few articles now saying it definitely is, and definitely isn't true, both with ample evidence to support their opposing conclusions. It would make for an oddly specific coincidence, though that doesn't rule it out. Whether a carriage or a chariot, I'd still argue it's the width of two horses, but in either case, designing rocket boosters based on train tunnel diameter is an unfortunate constraint handed down through the generations. I wonder what the ideal train dimensions would be if we were starting from scratch. Maybe we'll get an answer to that on the moon or Mars, though I doubt either will happen in my lifetime.
    1
  20797. Amazing! So Optimus is already 15% of Tesla's valuation? Very bullish!
    1
  20798. That sounds about right.
    1
  20799. Tesla Energy is already a multi-billion dollar business, and its growth is still accelerating with the recent completion of the MegaPack factory in Lathrop. This small but growing number already puts them on the list of the world's biggest energy companies, though admittedly pretty close to the bottom. The key difference being that they're not only expected to continue growing, since the total addressable market is in the trillions, but it postures them exceptionally well to continue growing their rate of expansion. That's to say nothing of their other divisions like autonomy, SaaS, insurance, chip design, charging network, commercial transportation, autobidder, and too many more to mention. Any of those are worth at least billions on their own today, and all of them are likely to continue a steep growth curve in the coming years. Those are the reasons the stock is priced the way it is. Financial statements only tell you about the past. The stock price is an effort to predict what will happen in the future.
    1
  20800. Oh it's easy! Imagine if you left your car idling in the garage overnight and it solved sudoku puzzles you could trade for heroin. It's pretty much that. And while NFTs sound like snake oil, they aren't. They're actually pictures of snake oil. Hope this helps!
    1
  20801. Feels like it.
    1
  20802. Glad you like them!
    1
  20803. Can't they? Because they do operate in London, and they do so with EVs.
    1
  20804. Didn't even realize that. Good catch.
    1
  20805. You and me both. I've reached out to them a number of times. They don't have a PR department, so it's a bit challenging. I've been to a number of factories and number of times during events and at other times, and have yet to be permitted past the security gate.
    1
  20806. I hadn't seen that. WOW. That is the absolute wrong approach. They made a bad video. They need to address that head on, not attack and cause financial harm to those trying to prevent viewers from making mistakes. Truly ugly.
    1
  20807. @Icybubba North American, maybe.
    1
  20808. They can't sue them, nor would they. If ratings like these resulted in lawsuits, there would be no publications. Flawed methodology may be dishonest, but it isn't illegal. That would be thrown out under SLAPP laws.
    1
  20809. Editor is on holiday. It will return.
    1
  20810. Who am I telling not to buy it? I was asked to address how Tesla is already into the 200k+ range on reservations despite only selling a few thousand. Without context they're trying to argue that 99% of reservations have canceled.
    1
  20811. It's all very odd.
    1
  20812. In Austin?
    1
  20813. Not sure if the tips are bigger if it's only the food that gets to enjoy the sweet ride.
    1
  20814. Yay, thank you!
    1
  20815. It's a real head scratcher. A solution in search of a problem.
    1
  20816. Noted!
    1
  20817. You say you're good at math, so let's test that theory. How much stationary storage did those companies sell, and at what kind of power unit profit?
    1
  20818. I've heard dumber ideas, but none that would be more expensive.
    1
  20819. Thank you!
    1
  20820. A new chicken tax would mean the end of US automakers in the global market, and likely at home as well. The cars that rank as the top 10 "most American made" are all Tesla, Honda, and VW. The only chance Detroit has is to make better cars. No amount of protectionism will save them this time.
    1
  20821. Wow, thanks! I had suggested this topic to a couple other Tesla guys and they didn't seem interested. :/
    1
  20822. I can't worry about PE until we can see just how big the company will be. Auto plus energy still has massive headroom, to say nothing of their other developing and imminent revenue streams.
    1
  20823. Of you've paid for FSD, that's what's active.
    1
  20824. Welcome aboard! And yes, absolutely. It's not for everyone, but even if a tiny sliver of contractors buy it, a tiny sliver of weekend warriors, and honestly a tiny sliver of every market segment likely to be interested, it's going to be sold out well into the future. It's the only reason I'm not slapping down a reservation myself.
    1
  20825. You've commented before. You always say you're just on the verge of liking Tesla. It comes off pretty hard to believe.
    1
  20826. Appreciate it!
    1
  20827. Glad you like them!
    1
  20828. Thanks!
    1
  20829. Well said!
    1
  20830. Well put.
    1
  20831. You've got a very specific use case there.
    1
  20832. Nonsense. Oh, sorry, I meant bollocks.
    1
  20833. What do you imagine this channel is?
    1
  20834. It's outsold the Honda Ridgeline in 2H 2024, and did so at twice the price. Production is still increasing. It's way too soon to conclude it isn't a success.
    1
  20835. The Dong Project can't go bankrupt as long as Dan still has money, presumably from his automotive clients list that includes nearly every major player... though there is one exception, and he really, really hates that.
    1
  20836. Love the idea of having the kids say the voice command.
    1
  20837. Thanks! Will do!
    1
  20838. So far beyond my budget it's not even funny, but thank you for thinking of me!
    1
  20839. So just like a person?
    1
  20840. I will ask, but it's pretty unlikely. 16-weeks is a pretty normal time for parts orders to get cemented, though you're likely to see preliminary estimates well before that. The only ones I'm aware of being received even a year in advance are for existing vehicles. Until the Compact is design-locked, they're unlikely to see anything helpful.
    1
  20841. Doesn't appear so.
    1
  20842. I'm going to China next month. I'll let you know how many I'm able to locate. Hope this helps. ;)
    1
  20843. Haircut last week, should start showing up in videos soon.
    1
  20844.  @RogueSanta  The incoming president? Most definitely.
    1
  20845. Appears so.
    1
  20846. Tack on just about any options and you're there pretty easily.
    1
  20847. It's worse. Scaling production is still several steps away behind improving engineering and building a factory capable of scaling in the first place.
    1
  20848. Thank you, I will
    1
  20849. They did attend with a lot of staff, many vehicles, and a long line for test rides. They didn't have a booth inside like the others, but they were still an exciting part of the show. I need to see them execute. I toured the old factory. I've toured the new one twice. I've spent a considerable amount of time interviewing their reps and executives, and Sandy Munro about their vehicles and production. I understand their vision and their products, but I'm deeply concerned about the gaps in their roadmap between today and reaching mass production.
    1
  20850. There are. They must be paying the hefty import tariff?
    1
  20851. Have you seen how big oil subsidies are around the world?
    1
  20852. True, but there are questions we hope to see answered on the earnings call.
    1
  20853. Right on!
    1
  20854. Thanks, will do!
    1
  20855. The cybercab doesn't exist today, and we haven't been told what it will be. 20hrs of service is nonsensical. Maybe 20hrs of availability, but there aren't enough fares in the overnight to keep them that busy.
    1
  20856. It can be both of those things. It can be extremely difficult AND a magical money spigot. The only difference is the question of when. I've seen some people claiming they'll be in production and profitable by the end of next year. I don't share that optimism. If it takes ten years, then that's when the spigot turns on. Unlike a car that needs to work perfectly every single time, you can start rolling out bots in limited use cases as soon as it's safe and cost effective to do so.
    1
  20857. Thanks!
    1
  20858. That's not why.
    1
  20859. It's a balancing act. Cybertruck's skin is so durable they were able to reduce internal crash protection structures. If the exterior was cardboard, they'd just beef up the hidden structures.
    1
  20860. Probably.
    1
  20861. They don't, no.
    1
  20862. I hope that's a joke too subtle for my tired brain to get.
    1
  20863. The CHIPS Act has led to the construction of chip fabs in the US, but none that I'm aware of capable of building what would be needed for Optimus. Batteries is less of a concern because they use so few, and could tap into the existing production in Nevada and Texas. If batteries need to be imported at steep tariffs for Optimus, the added cost would be less of an obstacle since the total value of the finished item is so high in comparison to the total battery size.
    1
  20864. Sail storage was only on the render, not the prototype. Not sure that was ever going to work with the design.
    1
  20865. Glad you enjoyed it!
    1
  20866. I did buy stock, but it's all in my IRA, so I can't really touch it (and don't want to.)
    1
  20867. They aren't though. They just took a decent idea and co-opted it to make it something very different than what was intended. Oil companies made the list, while the biggest green tech company in the world did not. That tells me everything I need to know about the quality of their rating system.
    1
  20868. Well said!
    1
  20869. Of course they did. Places get colder than Chicago without having problems. The issue wasn't the cold, but the UNEXPECTED cold.
    1
  20870. Interesting. You can always adjust Max speed with the right scroll wheel to dial it in
    1
  20871. Glad you enjoyed it
    1
  20872. Feel like that's advice now should have had to give you. 🤔
    1
  20873. Skim the comments. They're here and in force.
    1
  20874. WOW!
    1
  20875. I appreciate that!
    1
  20876. Big jump coming this week. I'd ask you to guess, but you can just look at the footage and see how much it's grown.
    1
  20877. Good point!
    1
  20878. Excellent information, thanks for sharing!
    1
  20879. Except it's been taken over by politicians and the financial sector. That's mostly all it is now.
    1
  20880. That's how you get FSD on the old school Roadster.
    1
  20881. Much appreciated!
    1
  20882. Sentry Mode is likely to reduce theft and vandalism on its own, but yes, a smash & grab is a lot less enticing when you consider it's no longer a 30-second prospect, but a 90-second one.
    1
  20883. Well said.
    1
  20884. Well said!
    1
  20885. We THINK they're usually fair, but most of the topics are ones you and I don't know as well. I've been seeing comments from people who said his approach to topics in their industry similarly engaged in a bit of coloring outside the lines.
    1
  20886. Bruno gets it. Don't second guess a half-bull. They're the ones driving the stock price. ;)
    1
  20887. Now THAT is a heck of deal.
    1
  20888. Sure they are. VW has admitted they're in crisis. Legacy sales in China are in free fall.
    1
  20889. I'm sure you can set them to any color, or no color at all.
    1
  20890. Exactly! Some have even said the $25k already exists in the form of the Model 3, since cost savings from Giga Castings, structural battery pack, and 4680s could drop the price almost enough to get there, but it just doesn't make sense to leave all that money on table when the backlog of orders for $40-60k cars remains long.
    1
  20891. Wow, thanks!
    1
  20892. Summer. Last year it was mid-June.
    1
  20893. Hope so! I mean, I don't believe it, but it's a fine aspiration!
    1
  20894. We are called to be shepherds of this land. Poisoning our skies, our water, our children, and our animals is not the way to do it.
    1
  20895. I think several options for the customer would be best.
    1
  20896. Thank you!
    1
  20897. That's not a thing, my guy.
    1
  20898. While correct, manual transmissions without synchro are exceptionally rare on the roads today.
    1
  20899. I'm pretty sure man has gone to Canada. Ol' Bill himself was Canadian. 😉
    1
  20900. I dip post the same video. X doesn't pay.
    1
  20901. It really is!
    1
  20902. Mostly applies to long haul routes. There are tens of thousands of units you could move today to companies that control both ends of a given route.
    1
  20903. You get it.
    1
  20904. How many powerwalls do you think they sell?
    1
  20905. It being unclear tells me the answer remains "not yet."
    1
  20906. Interesting!
    1
  20907. No it's fine, I actually appear in 2x speed due to an unfortunate mishap at the clock factory where I worked in college.
    1
  20908. Not all customers.
    1
  20909. Bolt and Leaf are still affordable compared to other new cars. Much like the innovations developed for racing vehicles, the tech trickles down to production cars within a matter of years.
    1
  20910.  @punisherii5209  Despite the unusually high fire risk of the Bolt, it's still less likely to combust than a gasoline car. I agree they aren't exciting, but most cars aren't exciting.
    1
  20911. Fair.
    1
  20912. Hope you like it!
    1
  20913. See? That's how I getcha!
    1
  20914. I don't believe so, but they currently sell in markets where all cars use the same charging standards, so their buyers can go to any charger, just like buyers of every other brand.
    1
  20915. I feel like you're right because the exterior work at Giga Shanghai was "finished" around the end of July 2019, but test production didn't start until October, and customer deliveries didn't start until January. But think about that. Groundbreaking in Shanghai was just 24-months ago, and yet here we are. Phase 1 is at full speed and Phase 2 is already ramping up. They're likely to ship 300-350k units this year. Shanghai delivered 22k Model 3 last month. That's as many units as the whole of Tesla shipped in all of Q2 of 2017 from just one factory in one month.
    1
  20916. Tragic, I know.
    1
  20917. You get it.
    1
  20918. It's a question of how much total energy hits a given area of land. If it's captured by the top layer, it would need to be redirected from additional land. If you have the additional land, you could just put solar panels there.
    1
  20919. The money is already spent. They haven't gone negative on a per unit basis since the first months of the Roadster.
    1
  20920. What service would they provide?
    1
  20921. That was my best guess, but nope.
    1
  20922. Juniper doesn't appear to exist. I don't know who decided a line-item on an internal wish list was gospel, but for today it's nothing more than a vague idea on a roadmap. The first indicator to be on the lookout for is road testing. We may or may not have the luxury of a leaked photo, but road testing is a lot harder to hide. Once we see that, it's likely we'll start seeing other leaks start piling up, like parts orders. They already have their hands full with Cybertruck and Highland, plus the preliminary design for the compact. I don't expect a Model Y refresh for another year or so (lining up nicely with your anticipated timeline,) and Tesla prefers to work on things sequentially. That suggests they haven't even started.
    1
  20923. Don't know if you've tried them. They are NOT good. Super toxic.
    1
  20924. That's a fun theory!
    1
  20925. We don't know.
    1
  20926. The world is not flat and man-made climate change is real. These are not up for debate.
    1
  20927. Works for me.
    1
  20928. Drunks, children, and influencers chasing clout.
    1
  20929. Why doesn't Shawn address this. You have a concern and he doesn't share it.
    1
  20930. It was not. Very disappointing.
    1
  20931. That's a great idea!
    1
  20932. I know a lot of Europeans who care. If they want it, who are you or I to say they don't?
    1
  20933. Do you not know or are you being difficult? Retention/detention ponds to mitigate groundwater and runoff.
    1
  20934. I saw quite a few of them in Europe being used for rideshare. They are actually selling.
    1
  20935. Doubtful.
    1
  20936.  @jasiaci1  Have to also consider this was made at a time when I had under 1,000 subscribers and a typical video would only get a few hundred views. It was already a pretty massive undertaking to make it and I had to balance the amount of time going in against the expected viewership. YouTube hadn't even let me monetize the channel yet. :/
    1
  20937. How would that work?
    1
  20938. Judge Cannon won't quit either. That's pretty unusual.
    1
  20939. If the Cybertruck charging videos you've seen are from the factory, those batteries are not preconditioned. The factory appears in the background of the picture. If there are real world tests, I haven't seen them yet.
    1
  20940. Do you want analysis or a blind cheerleader?
    1
  20941. Among EV startups, Tesla is in the unique position that they never sold cars at a loss on a per unit basis. While the company as a whole may have been losing money, every unit they sold pulled them back toward profitability. That's not the case with Lucid & Rivian, and not even the case among virtually all of the legacy players like GM and Ford. If every car you sell brings you one step closer to financial ruin, your top objective will be to sell fewer cars. That creates a death spiral.
    1
  20942. So like a car? How odd!
    1
  20943. Appreciate that, thank you!
    1
  20944. Fair. It's why I did my best to give them zoomed in shots of the hidden bits.
    1
  20945. Thank you Gary!
    1
  20946. What were the qualifications of those hired?
    1
  20947. I wonder how much use they'll get either way. :/
    1
  20948. He's managed to find a balance that works for him and doesn't lead to burnout. Just really impressed with his work.
    1
  20949. That's some mighty fine financial astrology right there.
    1
  20950. You act like you care. Why do that? Your comments have made clear you're not an investor.
    1
  20951. It is, yes. I generally release them on Monday, and I am already working on it now, though it may not be done until late tonight. Glad you find it valuable, and I do not think you'll be disappointed with this week's update. ;)
    1
  20952. Different, but not really harder. The confidence interval is lower.
    1
  20953. The doubters always come up with a new way to pretend it isn't real, isn't happening, or isn't going to work. They had endless "concerns" about all the previous models too, but somehow they managed to work out just fine.
    1
  20954. Ask their PR department for clarification.
    1
  20955. Doesn't bother me a bit. Some really great questions and informative discussion in there.
    1
  20956. You bet!
    1
  20957. Ha ha... but also no. :(
    1
  20958. You leave me no choice!
    1
  20959. There is ZERO DOUBT that happens. People love free stuff, especially when it's money.
    1
  20960. Watch the video. This has already been debunked. I just did it just now.
    1
  20961. Thank you so much!
    1
  20962. I've reached out to Rob a good two dozen times to interview him, or do something, literally ANYTHING in collaboration, and he just wasn't interested. I get it. He's the old guard. They're in a different class than those of us who followed, but it's still unfortunate.
    1
  20963. Glad you enjoyed it!
    1
  20964. Wanna know how I can tell you didn't watch the video?
    1
  20965. Didn't bring a change of pants.
    1
  20966. States just love to divert funds. There was a time when lottery revenue went to education funding, but as I recall, that didn't last very long.
    1
  20967. Post Thanksgiving seems reasonable to me.
    1
  20968. Nobody tell GM.
    1
  20969. ACTUAL profits? Oh, I gotta hear this one. What does that mean, exactly?
    1
  20970. It's very difficult for startups to reach volume production, even when you define it with very low figures. Sandy's ringing endorsement lends credibility to the design and engineering, but he doesn't analyze the financials behind the companies he works with. He also speaks highly of Nikola's hydrogen semi (and they have no financial ties,) but that remains a product few analysts believe will make it profitably to market. Aptera still needs to raise a lot of money in order to reach volume production, which will be critical to getting their costs down to levels needed to reach a wide market. Money is tight right now. Interest rates are high and it's difficult to secure adequate funding. Brilliant products have failed before, even in industries where success is easier than in automotive.
    1
  20971. How else can I assess my acuity? 🫣
    1
  20972. Can do.
    1
  20973. Yes. Just look through the comments. There are desperate bag-holders who are furious that I'd even point out this comparison. It's not ideal. I feel bad for them, but I'm not a gambler.
    1
  20974. Glad you liked it!
    1
  20975. Thanks for this tidbit.
    1
  20976. Same comment twice, huh? When no one laughs at your joke you should definitely say it again. It's gotta be that no one heard ya the first time. 🙃
    1
  20977. Turns out 100w is the entire body.
    1
  20978. Yep. The convention center.
    1
  20979. Crazy!
    1
  20980. Accessibility is accessibility whether for humans or robots. So yes, I believe you're right.
    1
  20981. All good points. The Lightning definitely has a very long backlog of customers, and they're also likely to be sold higher than what was advertised. That's not a knock on Ford, it's just that the supply chain is squeezing everyone, and a lot of the materials used in batteries have jumped recently. The dealer markup doesn't help either. I think these price escalations will normalize in a year or two (both companies) when production flow gets back to sanity. I would argue that, while it's definitely true that some customers will have a Lightning before a CyberTruck (it's already EPA rated,) it won't take long for Tesla to outsell Ford in this market segment. Thanks for your thoughts on this. The market has definitely shifted in recent months.
    1
  20982. Did you watch the video?
    1
  20983. We don't know the plant's power demands, but we can make some awfully reasonable estimates on both sides of the equation. It won't be nearly enough, but every bit helps.
    1
  20984. Which ones?
    1
  20985. We are excited. That's just it. This is bigger than the dawn of the digital age and we get a front row seat.
    1
  20986. And all they had to do was but back a quarter of their outstanding shares.
    1
  20987. In a lot of climates, the air cooling proved adequate. It was far from ideal for a lot of use cases, which is why even Nissan switched to liquid cooling.
    1
  20988. Why? This happened for part of one day, and only in one city. Seems like a more targeted approach would make more sense, or just having more chargers available, maybe some inside of parking structures.
    1
  20989. @Lockbert the part where they don't exist. At least not in any meaningful way. Nobody has been allowed to touch them and verify that they're actually real. The whole "gravity power" thing really boned them, but they could fix it TODAY by allowing outsiders to see and experience their prototypes. Or they could, if they existed, which they apparently do not, because that would quiet the skeptics instantly. It's vaporware. If you're holding a position, think long and hard about how much stomach you have for downside. FUV is only about 5% of my portfolio, and I can risk that going to zero (especially since it was under 1% when I bought it.)
    1
  20990.  @lockbert99  nobody was allowed to see them. They appeared, but they were off limits. If that doesn't throw up red flags for you, it should.
    1
  20991. Even with companies having their own in house charging, you know how long it takes to get transformers.
    1
  20992. I can't remember the last time I saw a toll road or bridge that didn't have a transponder option, so my guess is that.
    1
  20993. Homologation is self-certified in the US. The road testing we've seen is usually the final step. I agree with the 8 week figure, but I would argue it started weeks ago.
    1
  20994. You bet
    1
  20995. Sounds like you lack the temperament needed for investing, and have a very limited understanding of how Tesla operates. They don't want 5 million orders today for a car that is just starting to ramp. Why would they? All that would do is make the wait list longer. It's like the chuckleheads saying they should be running wall-to-wall Cybertruck ads. What for? The demand is already too high.
    1
  20996. Our pleasure!
    1
  20997. These have been some strange and unusual times.
    1
  20998. That would only make sense if they thought a 9th-stringer at Fool could move the market. Even their A-Team can't do that anymore.
    1
  20999. Absolutely!
    1
  21000. Golly, nothing comes to mind.
    1
  21001. Timestamp?
    1
  21002. That compliment means more to me than I can express. Thank you for that Tim, that was a real bright spot in my day. Maybe I'm dating myself, but I just made your top 8-spots on MySpace, and that's a massive compliment.
    1
  21003. Nope.
    1
  21004. Much appreciated!
    1
  21005. They'll need to improve their efficiency first or the range would likely be prohibitively short.
    1
  21006. Much better, thank you!
    1
  21007. I suspect the electric infrastructure may not be capable of handling 100% of transportation energy needs just yet. Considering how many trips are under 50 miles, this can still be a big step in the right direction.
    1
  21008. He doesn't own any Tesla stock. He sold it specifically to avoid a conflict of interest. What else ya got?
    1
  21009. No you didn't. That's a lie and half, and a lackluster one at that. I've talked to Sandy personally, off camera, and he not only reiterated that he doesn't own Tesla stock, but that he CAN'T own it, and he's beyond frustrated about it. I've seen kindergarteners with their faces covered in frosting lying about who ate the cake that were more convincing than you. This nonsense might work when you're dealing with content regurgitators, but I'm a first hand account. I have met him, I have talked with him, I know the limitations of his investments, and I know for damn sure you're talking out the same hole from which you pulled your "facts".
    1
  21010.  @idmhead0160  I asked him personally. He doesn't have stock in Tesla. It was covered in one of his videos, but my primary research is the source himself. I spoke with him about it less than two weeks ago. If you're going to be nasty, you should at least have the decency of being right.
    1
  21011. MG offers a lifetime warranty on some models.
    1
  21012. It's for Mars exploration. That's what he's been saying all along. It's why he doesn't have a mansion or a yacht.
    1
  21013. File is rendering now for the weekly tracker. Should have it posted in a few hours.
    1
  21014. That's how I know you guys are paying attention. Stay to the end, you might just get a gem. ;)
    1
  21015. Veteran's Day parade in 2023.
    1
  21016. If they're better, why aren't they already in widespread use?
    1
  21017. Nice!
    1
  21018. You set the maximum speed range. Some set it to exactly the speed limit (which effectively means you're going 1mph under,) while others might set it at 5mph over.
    1
  21019. Doesn't appear that way to me.
    1
  21020. Don't commit crimes. Full stop.
    1
  21021. All fair points.
    1
  21022. Wow! I wasn't familiar with him, but I can see it in the presentation style. That's very likely what I'll sound like in 30 years. Good catch!
    1
  21023. Why advertise something you can't sell them for years?
    1
  21024. Sure is!
    1
  21025. Appreciate that, Charlie. I always wondered why nobody else did it, then I did it and saw how much work it is. It's... yeah, it's a lot of work.
    1
  21026. Aw, thanks. It will be back tomorrow.
    1
  21027. I have not yet heard a plan.
    1
  21028. They didn't give me a geographic limit, but daily mileage limit, which we didn't come close to hitting. Perfectly reasonable.
    1
  21029. No. I made a while video debunking this.
    1
  21030. Not everyone appreciates being featured.
    1
  21031. Have to be pretty narrowminded to think that's the reason why.
    1
  21032. Same is true of gas stations. Both situations are rare. We've managed okay even though you can't fuel a dino burner from any wall socket.
    1
  21033. Awesome, so glad to have you! Too funny you'd start with the most exclusive video of all. ;)
    1
  21034. Stressed me out just watching it.
    1
  21035. I expect a minimum price setting, so cars like yours would only be called into service when there's surge pricing. I consider that a massive win.
    1
  21036. What an exciting and challenging puzzle!
    1
  21037. So you can know the answers for yourself. It's not enough to suspect that there are problems when you can hear for yourself directly from them that there is no unified design or manufacturing LOCATION, let alone strategy.
    1
  21038. Yes. Simplifies stamping on the trunk lid.
    1
  21039. Clicks matter more than reality to them.
    1
  21040. Help me understand this one.
    1
  21041. What I hear you saying is you don't know what a stock pump is. None of the bot demos have moved the stock. Not the big ones, not the small ones, none of them.
    1
  21042. How could I have forgotten!
    1
  21043. Tell that to the thousands of commenters. I stay out until it overflows onto the spreadsheet. We are here.
    1
  21044. The price cuts should expand the market, but we'll see how it goes.
    1
  21045. A fine point.
    1
  21046. Will definitely do that if we circle back.
    1
  21047. 155k miles of railroad in the US, to say nothing of install and maintenance.
    1
  21048. Glad you enjoyed it!
    1
  21049. You're not good at this. Quick heads up, if you want to be rude to me or Elon or Tesla, that's one thing, but I'm not going to let you attack others for calling out your BS. Play nice or play elsewhere.
    1
  21050. Yes.
    1
  21051. Nope.
    1
  21052. These are very industrious workers.
    1
  21053. There are a lot of neat toys out there.
    1
  21054. We just call this comedy gold. 😉
    1
  21055. This guy gets it.
    1
  21056. There's a review of it on his channel: https://www.youtube.com/@MITeslaGuy/videos
    1
  21057. This is my frustration as well. I don't have any real use for AWD, apart from maybe 10 minutes every five years. I'm not interested in paying a premium for that benefit. Same with breakneck acceleration. It's fun, sure, but not if the upgrade alone costs more than my trade-in. Give me a single motor, modestly quick, affordable LFP model and I'll be happy.
    1
  21058. So dead trees, got it.
    1
  21059. No offense to the overpaid analysts, but I trust you more than them with stock guesses. They just don't beat the market.
    1
  21060. You are so welcome!
    1
  21061. It's not an ideal situation.
    1
  21062. Wow. I didn't believe it and had to look it up. That's crazy stuff. It's like BNSF is trying to kill their customers' businesses.
    1
  21063. He's kind of all over the place. Toyota has been making damn solid cars since at least the 80s. As a mechanic, I can see why he would respect that, especially considering some of the nightmares we've seen from Europe and the US. Doesn't make his take any more valid though.
    1
  21064. Those are still planned, and there have been suggestions that there will be additional solar generation at ground level. Those were not planned as part of the initial construction, but they've left the roof clear to allow for it, and the roof structure is sufficiently robust that there won't be any problems handling it in the future.
    1
  21065. Why though?
    1
  21066. And the stock went up 10x. I'm not sure what you're trying to express.
    1
  21067. You were never going to, but at least it's nice that you left a comment, which feeds the algorithm even better. Good on ya, mate! Both tests were un-scientific. Neither should be relied on for proof. That's kinda the whole point.
    1
  21068. Thanks 👍
    1
  21069. I like you.
    1
  21070. Oh I get it. Because 100 years ago buggies went "clop clop" and horseless carriages went "putter putter". No, you're unlikely to notice silent vehicles. That's part and parcel with being electric. They're only as loud as they need to be. When you stomp on the go-go pedal, it doesn't sound like someone just jabbed an Epi-Pen into an asthmatic grandpa like it used to with splodey-juice powered rigs. I hope you appreciate I give you these clever replies rather than blocking you like so many other channels. I like you, even if you are a bit... conspicuous.
    1
  21071. But they DO bring the videos up to you. Even if only 10% of the viewers believe it (and I'm confident the number is much higher than that,) it's still an order of magnitude more people than will watch my video. Yes, the lies genuinely get 100x more views than the fact-based rebuttal.
    1
  21072. Designed in Europe with a lot of Chinese tech. There's a new Polestar 3 factory that just opened in South Carolina.
    1
  21073. Wow!
    1
  21074. Pretty much.
    1
  21075. But which one(s)?
    1
  21076. Unless that's going to be fully established by next month, the tariffs are going to cause inflation to spike.
    1
  21077. I found it cool, but that's far from enough.
    1
  21078. Thank you!
    1
  21079. That's not why. Look up who the biggest holders of US debt are. It's mostly to ourselves.
    1
  21080. I cover technology. If you want to consume political discussion I'm sure there are endless channels that can satisfy your needs.
    1
  21081. Glad it was helpful!
    1
  21082. Neither will kill the other. There are some legacy carmakers that may not fare quite as well.
    1
  21083. It's a fairly well scribed scroll
    1
  21084. Maybe... But maybe it's higher or lower. I'd like to know what they think from their end.
    1
  21085. That's hilarious. I love it!
    1
  21086. Those fools are glad for imaginary dumpers like you. Who would post on a video like this if your story was real? Think it though, my friend.
    1
  21087. They do sell them. Hyundai makes the Santa Cruz, which is a great small truck. Sales are very weak. Same with small cars. The city car thing has more to do with range. US drivers need more range.
    1
  21088. They didn't cut them when adoption was under 10%.
    1
  21089. That's because you have wisdom, good sir.
    1
  21090. Lol. If you could read financials you'd be very upset.
    1
  21091. I've met only four genuinely stupid people in my life, but you're three of them.
    1
  21092. Not sure that would be an effective strategy.
    1
  21093. I agree that a much lighter frame system would be likely to do the job, but I'm not sure how much savings there would be in such a low-volume design. Surely axe the airbags, since passengers wouldn't be in fixed, predictable locations within the vehicle, but I think keeping the structural elements in common with a surface street vehicle would be cheaper in terms of material than the cost of designing a whole new platform.
    1
  21094. They always do this. The whole idea of S curves seems impossible for them to recognize.
    1
  21095. Thank you!
    1
  21096. Your bumper is already polyurethane. It does just fine, even in the southeast.
    1
  21097. That's not how the industry works.
    1
  21098. I don't, no. If this wasn't a 2-seater I might have some questions.
    1
  21099. Peter Venkman, I imagine.
    1
  21100. You're asking for time travel.
    1
  21101. That doesn't even make sense.
    1
  21102. No information, which leads me to conclude it's s no.
    1
  21103. They’ve thought of all that. It’s all very intentional.
    1
  21104. Howdy.
    1
  21105. Nice!
    1
  21106. No sir. I will not include you in the next video.
    1
  21107. We already have a labor shortage, and the retirement wave is upon us.
    1
  21108. Nobody was watching it. 2nd worst performance of ask recent videos. Good content dies behind a bad title.
    1
  21109. Highly localized. Win win.
    1
  21110. Done!
    1
  21111. I've been lucky. Only had to nudge it for speed once in about an hour of in-city driving.
    1
  21112. Glad you enjoy it! And Mahk is a national treasure. Since Jon Stewart left TV, he's among the few keeping the bastards honest. :)
    1
  21113. It really is!
    1
  21114. Comments like these may resonate on other channels, but the viewers here are the kinds of high-information, high-engagement consumers who actually study what they're seeing. You may have better luck posting your contrafactual nonsense on meme channels.
    1
  21115. First of all, you're definitely not wrong. Let's get that out of the way. The way I came up with my dimensions was by taking a rough, very early estimate from measuring stuff within drone footage and doing by best to figure out the sizes based on known items in still frames. That's hardly scientific. From there I counted the footings from side to side and divided by the known dimensions, but that's where my math broke down because there's a second set of footings along the west side where they're half-width along the loading docks. So counted a whole extra span, which led to a small, but acceptable error. The next error comes from the fact that they aren't all the same size. Most of them are, but not all. Another small error, but they're starting to compound. Those are risks when broad, sitewide assumptions are made early in the accounting. At this point I'm not really comfortable making changes that will create massive backwards waves through the timeline, since they could be seen as massaging the numbers in one direction or the other, so I'm just staying the course. So let me ask your opinion. Should I just remove the "38x38" text, add a note trying to clarify it, or do some other thing to better bring it back toward accuracy? I can do whatever, but if I'm going to state that it's 45x45, it's going to lead to some other misunderstanding regarding the total size of the site. Thanks for the feedback, and thanks in advance for reading all of this. :/
    1
  21116.  @guycadieux6918  All duly considered. Thank you!
    1
  21117. Who are you even talking to? I'm among the vanishingly small number of Tesla channels actually speaking out against him, and you're attacking ME? It's important to know your enemy, but it's probably even wiser to recognize your allies.
    1
  21118. I suspect the recession worries are overstated.
    1
  21119. No, the regular cover goes atop it.
    1
  21120. Very solid theories. Thanks for the feedback!
    1
  21121. All true, but if Level 4 is solved tomorrow, someone might offer you $20k over sticker for your car so they can have it. Of course the longer this takes, the lower that premium would be, since there are ever-more of them on the road, but still.
    1
  21122. Sometimes the stars align.
    1
  21123. Genuinely the dumbest comment of the week, which is amazing, because this week has been a doozy.
    1
  21124. Tesla never sold a car at a negative gross margin. Lucid has never sold one at a positive gross margin. Unless they make fundamental changes NOW, they will run out of other people's money to spend. Gravity won't save them. They need a high volume, low cost vehicle, and they have no roadmap to get there.
    1
  21125. They can't fix things after the fact. I've had whole car referrals that didn't come through, even though the buyer got the FSD demo and everything.
    1
  21126. His enthusiasm is infectious.
    1
  21127. Saturn door panels were made of polycarbonate and ABS, and quarter panels were made out of of polyphenylene oxide and nylon. Same principle, but I'm not sure how you pick which "plastic" to use.
    1
  21128. Whoever convinced you of that has a vested interest in slowing Tesla down. Boards are always made up of like-minded people, and they were all well qualified for their positions. The vote passed by a wide margin. Investors accepted this with their eyes wide open. Zero dollars without performance, and a whole lot if we see our investments go up 10-20x.
    1
  21129. Thanks!
    1
  21130. All is forgiven!
    1
  21131. Understand. It's an impossible needle to thread. Thanks for the feedback.
    1
  21132. AP2. Do you think any part of that was useful in any way?
    1
  21133. Considering the stockpile of 6k ton castings, they could use the existing ventilation system if some of those are offline.
    1