Comments by "Michael Nurse" (@michaelnurse9089) on "Tesla Is Taking A Massive Risk." video.

  1. People are pissed off because they are car people and don't understand Tesla. They all invested when margins were high because of chip shortages and then lost money when the stock tanked as shortages cleared up. They think that Tesla can 'grow again' if it just creates a better car. They don't understand that outside the US the model 2 would be competing against BYD who the CCP is pouring every spare cent they have into.
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  2. CATL is the only source of enough batteries and if they battery is not made in America then half the rebate is lost in the US.
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  3. A Mexican robotaxi would be trained on Mexican driver data - so if it needs to dodge kids playing in the road or there is a shootout and you need to get the hell out of dodge - it should be able to do those things. It will cut the cost of transport for most people to 50% - so it will be welcomed by the government.
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  4. "Regulatory approval for FSD" It is not required in 41 states and the rest will have their hand forced when safety statistics are released.
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  5. This is very fixable. They just record a hundred videos of staff doing it correctly and it will be solved. Think to the future, my friend.
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  6. "The Robotaxi will not be approved by the regulators until 2026 at the earliest." 41 States require no approval. There have already been accidents and these caused no delays.
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  7. Reuters report was mostly true. The false part is that the Model 2 is not cancelled but delayed until a later date. Tesla needs no be re-evaluated as an AI/Software company - because car companies are mostly like airlines, a good way to lose money slowly until the next government bailout.
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  8. The only way you can internalize that is to watch a whole bunch of FSD V12 videos - it takes hours to understand that properly.
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  9. Almost certainly the last one. Tesla prefer vertical integration and direct to consumer models - it gives them control over the quality of the service. When you consider how awful most Uber trips are now, I think this is the only way.
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  10. No infrastructure is needed. It can go wherever other cars go.
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  11. No. Passengers will never be required to operate the taxi. Tesla employees can always get it out of a jam by driving it over the internet.
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  12. Gamble is wrong word. Business is about risk, even doing nothing or sticking in your lane can be super risky. It is about taking the right risks in the right way and Elon is the master of that.
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  13. This. Also, 4680 ramp went poorly - possibly explaining why Drew left.
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  14. " I wonder what how the robots will effect the current Chinese labor cost advantage" It would completely wipe it out. Chinese labour cost is already wiped out because their mortgages are unpayable and their property values have halved 'since Evergrande'.
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  15. No, because they will use Hong Kong data. Neural nets can learn anything if you give it the right data - that we know without a doubt.
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  16. Results may be better than expected because Tesla may release FSD reserves to profit.
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  17. And potential EV buyers, I suspect.
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  18. No. They might make the taxis stainless steel like Cybertruck, with high mileage batteries, self closing doors and high wear interiors. Same platform means same production line like the S/X or 3/Y - cars can be fairly different.
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  19. In addition - the Robotaxi is that same platform, i.e. the same production line. So once Robotaxis are coming off the line every 20seconds it will be easy to switch to the Model 2, which is already designed and prototyped. When you announce it, it will be like Apple - available from Friday for anyone who wants one because they have built up an inventory.
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  20. Same production line - not same car. Robotaxi will have taxi features like self closing doors, high wear replaceable interior.
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  21. Your points are reasonable - but the future is quite uncertain. I would say testing starts next month as they hare hiring thousands of robotaxi testers right now. Also, they cannot add sensors so easily because they will lack data - the driving data is of the current Tesla fleet is video only. Robotaxi will probably not be used in heavy snow areas where you cannot see the edge of the road.
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  22. All the largest companies in the World are software companies because software can be duplicated for free - without labour or raw materials.
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  23. The Robotaxi will be cheaper than Uber and completely private so adoption rates will be double or quadruple Uber. Each one is worth $500k over five years while each model 2 is worth $5k. They will be welcomed and work great in other places, just like Uber have. I think we are going to need 10m a year until 2030. Model 2 will be weak value compared to BYD outside the US, mostly because the CCP subsidize it.
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  24. Elon said it is not cancelled. It comes after Robotaxi and that is what everyone is complaining about. Both Model 2 and Robotaxi fit in line with the mission statement.
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  25. Tesla is currently hiring at least half of those people back in Robotaxi targeted roles. Many let go were related to the building of the Mexico plant.
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  26. That was part of it. Also China went on holiday for half a month, which is the biggest market. Also, Chinese consumers are going through a massive economic crisis. Also, Osborne effect for Model 3.
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  27. I don't think people understand the word platform. It means it comes off the same production line. If you told them that the penny would drop.
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  28. Even with just the latest available version the issues with it are known - a guy keeps a massive spreadsheet rating every aspect. There are a whole bunch of things that need work but each of those is a solvable in a month or two. Think of a marathon runner when he finally sees the 1 mile marker to the end - he knows for sure that he is going to make it and can expend the rest of his mental energy.
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  29. But he betrayed the Democrats - so they are out for blood, and in their eyes he can do no right.
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  30. Because a Robotaxi will make like $80000 a year there is no way Tesla is going to just let people use FSD for that. Maybe they will allow you to buy a different software for - say $200 000 and use that - but the base case is that all Robotaxis are build and owned and operated by Tesla.
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  31. Model 2 is half the risk. Robotaxi is 10x the profits. 10x trumps 2x.
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  32. Within a year construction navigation will no longer be an issue.
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  33. I think Farzad's demand number of 1 million taxis is a poor one. Adoption will 10x because it is half the price of an Uber with the convenience and privacy of an own vehicle. People will sell their vehicles and use Robo Taxis.
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  34. I don't think you understand how it works. FSD can go on any type of road that it has data for, and with millions of Teslas on the road it has a lot of data.
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