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I guarantee Elon will confess one day that buying Twitter was his biggest blunder I his career. (cost $45,000,000,000 = 9 New Giga factories)
When FSD gets unleashed for all Tesla models and Tesla can make the entire fleet autonomous: Roadster, S, 3, X, Y, 𝛵au , CyberTruck, Semi, CyberCab/RoboTaxi, Roe Boven.
it's Game Over for all other OEMs, regardless of whether they are ICE or EV makers.
Then we've also got MegaPacks, by the thousands and thousands, and Optimus…
What's AI ever done for us? FSD in 2025. It seems super close now, with so few interventions.
Actual damage is being done by the intentionally uninformed (I'm too busy for research – who's got the ball? I read the headline so I know what's happening, etc.etc. etc.). It Took 10 years to lose 50,000 in Vietnam. It took mothers marching to end it. Today over FOURTY THOUSAND DIE EACH YEAR in car wrecks. Where are the mothers marching against road kill? Yet "rolling coal" and domestic terrorism by vehicles make the headlines.
I have a 2010 Prius with 223,000 miles. A 2012 Prius with 195,000 miles. And. 2016 Highlander with 180,000 miles. We don’t get rid of a vehicle till it goes to the junkyard. I’m hoping that Tesla comes out with a hatch back before my car hits 250,000 miles.
Elon's crass move into PUBLIC inflammatory right wing politics is a big headwind for Tesla. Sure, piss off half of the Country and then expect them to buy your products…
Where are all the fools in that said Elons politics would be the end of Tesla?
I’m semi excited about the next factory that will open. I think when people start seeing Tesla Semis on the road and more truckers start singing their praises it will actually really help the overall transition to electric transportation. Lots of people are still very skeptical and if the semi is a success it should begin to change some stubborn minds
You left out the biggest tailwind regarding Tesla's auto division, FSD and people's increasing refusal to buy overpriced high maintenance unsafe gas hogs that can't drive themselves.
Tesla better break 2mil for 2025 or else it will have no or negative growth. Which means $150-$200 stock price range
💪❤
Nine of California's congress representatives are Republican.
How much do you really hate the Romans? Alot! Right, your in🎉😂
Denial is strong in this community! Elon was my greatest hero; I now find him revolting. This is the biggest ELEPHANT IN THE ROOM you PURPOSELY ignored. I understand why as Elon can be very vindictive.
His continued spewing of Maga garbage and embracing authoritarian jerks… Well all I can say is he has alienated a large sector of the population that used to love what he was doing. I happen to be one of these people and literally everyone I associate with find him to be a uniquely disgusting jerk that betrayed everything we thought he stood for.
I truly love my my model Y And I'm addicted to FSD. I have a lot of Tesla stock. I can separate that most of the folks making Teslas do care about the planet and democracy. However, most people can't and I know several who have sold their Teslas because of one man.
I think this single issue is the reason Tesla sales are slowing. You can deny it all you want… And I agree with virtually every other comment you made in this video and in general. However, Elon is pooping all over democracy and is supporting a horrific human.
Most decent caring people will not stand for this and they will never buy a Tesla. Fortunately there are many fantastic EVs coming to market.
We want 11pm strait … MINIMUM!
As always, great work Brian.
Tesla is still the next Tesla.
Hey, unless humans implode, in our grandchildren’s time, the vast majority of all transportation will be electric. Tesla/Elon saw that in the tea leaves of version 12. Autonomous cars, buses, trucks replace most/all near distance travel. Autonomous planes replace most/all mid distance travel. Autonomous suborbital rockets replace most/all long distance travel. And we’ll have cities on Mars.
You mean it's the new hotness versus the old and busted😂😂😂😂
What price target have you calculated for yourself … which would tempt you to add to your Tesla portfolio? The time for trimming seems to have faded now?
Do you think TESLA will be range bound for the next 6ish? months? If yes, what is your educated guess on the range?
I thought we were the popular front of judea….PEOPLES FRONT! What ever happened to the popular front Stan? There he is over there. SPLITTER! 🎉😂
Who would want to be caught dead in the Cybertruck? You forgot terrorists.
If your still thinking Tesla is an EV company, your living in the past. It's the low hanging fruit. The energy sector is a little higher up on the tree, but still pretty low. It's the FSD they can license to anybody and the trillion dollar cyber cab. Forget owning a car, just pay to ride everywhere using your i-phone to summon a ride. Then it's the 50 trillion dollar humanoid robots which will be used for everything and will sell billions of units.
Gonna be honest, I've been waiting for 15mo now to upgrade from a 2007 Corolla to Juniper MYLR. The moment it releases, I'm doing my part!
Some other headwinds on the CT could be some new competition from GM and RAM. I am hopeful that the IRA discount will give a 25% sales bump in avg. unit volume. But, the biggest ride by far will be the $60K single motor if they can get that product wants this year. I was disappointed by the Q4 sales totals on CT.
The Tesla brand has been severely damaged by the way Musk has been acting.
I support Free Speech and the American Constitution, but Musk has been stepping on a lot toes by HOW he says things.
This will be a major headwind to Tesla.
I have had one on order for soooo long, I want bad. I can't do the 80 or even 72.5. I wanted the Beast for 88 with FSD, I'll wait for the price to come down. If it doesn't come down, I guess I'll have to wait for used.
So much Hype on this Channel
Incontinentia …..
I would be surprised if Tesla cracks 2M vehicles in 2025. Lower priced vehicles will only make a slightly positive impact. If the $7,500 tax credit is removed, new lower cost vehicles or not, net net will be negative YOY growth. We need a large 3 row SKU similar to the R1S. Cost isn’t why Tesla sales have stagnated. Awareness is still extremely low. Everyone I talk to believes EVs can only drive 100 miles, can’t drive in the winter, catch fire, take a day to charge etc. Price is not prohibitive to these people.
When do you think we will see a 3rd and 4th Megapack factory? We have plenty of vehicle capacity until the CyberCab reaches volume production. 2027-2028 at the earlier. (FSD V13 is still quite brutal in the Midwest).
However, Megapack has endless growth potential. Once Shanghai is ramped in <12 months, where will the next wave of Megapack growth to push us past 100GWh per year capacity come from? We need to announce and break ground asap. Megapack factory Mexico?! 😅🤞 Hopefully for a first half of 2025 announcement for 80GWh+ of new factory capacity for Megapack.
Think that the Euro 7 regulations will provide a HUGE tailwind not only in Europe but also in China & Ca. If you're expected to produce 20% BEV & companies like Toyota produce way less, the prices of ICE vehicles will have to be higher in many markets.
How to achieve the goal?
STOP Elon Musk from going insane!!!
Great stuff Brian!
Model S and X unboxed revamp when?
I want to love the cyber truck because it does have a lot of cool features but it looks more like a Pontiac Aztek or a cheesy sci-fi vehicle from the 70’s. I don’t know if I can get over it. But I don’t need to and yes I know Tesla has no plans of making a more conventional truck. In fact, given the cyber cab, I’m surprised they’re even adding other models.
Thanks!
sandy munroe thinks the outer for the cybertaxi will be moulded carbon fibre. I think some new version much cheaper will appear to speed up the assembly.
Thank you for the Semi projections – no one else seems to be talking about them, and I think their impact will be huge.
Do you buy into the idea that Berlin and Austin have a second Model Y line ready (close to ready) to produce the refreshed car?
Thanks Brian!
… Don't forget, silly "people who want to drag race their truck"… 😉
CT is a dud.
Milions of orders evaporated.
Tesla predicted 50% per year increase in all their car sales. Just hype.
Even with new model CT, sales dropped.
Refreshed models won't do it.
Tesla is lagging.
You know, Brian. My baby brother sent me a really snarky. YouTube clip the greeting cyber trucks. And I said everybody forgets one thing.
Cyber cyber trucks are designed to go to the moon in the Mars. That's wha the very earliest prototype showed us. That's what?
The total mission in Elon's at is Mars out of space.The cyber truck is name cyber for a reason the Highlander
Thanks for your hard work and brilliant, fearless coverage of Tesla and the EV market generally. Ask the boss for a raise!
“Brian shouts at the camera” is the best podcast since “Brian shouts at the wall!”