We are in the middle of one of the biggest moments in Tesla’s history. And it appears Elon is back in fighting form and ready to be a Wartime CEO once again. Elon recently changed his profile picture on X showing the word “auto” in front of his hands.
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Herbert
I would use "auto" in a heartbeat as I don't really use the car I have but I still need it occasionally. I live in a small town where I can walk to do most things but I do need a car for groceries etc. Elon in wartime CEO mode!!! Love it!!!! I also agree … what a perfect name for it. Hope he does use it.
Regarding Wartime CEO: It’s the “Speck of dust on a gnats ass” for me! 🎬😂💀
Elon’s vision does not stop at the robotaxi. He will create robot buses, vans, boats, trucks… Just imagine the world when that happens
Robotaxi gonna be called Auto make sense to get to s3xy cArs ❤
Why do people think X and Tesla do not correlate when XAI just got engineers from Tesla?
What did they discover via their AI????🤖🤩🧨
didn't convince him for long
Also, when i go to waikiki.. i don't rent cars anymore…it's cheaper to uber all over town then pay the daily rental, insurance, gas and damn hotel parking fees…$85.00 a day parking + $145.00 a day rental and $10.00 per day gas? I Uber. bring the robotaxi now.
"Drudgery of driving"
What percentage of drivers think like this?
I've been driving for over 40 years and still love it whether going shopping, commuting or doing international road trips, and especially since getting a M3 AWD.
Robotaxis may break out of the niche in due course and turn us into fat couch potatoes like in the film Wall-E, but is it really worth betting the farm on it?
Autonomy means “Independence” or “Independent from government.”—Military definition…
Independent from gas, wars, energy dependency? Human accidents leading to death?
Look up the etymology of the word… ⚔️🦾🧟
When the data shows that fsd is safer than human drivers, it will be adopted globally very quickly. This technology will save countless lives.
You guys nailed it. Nothing but nets…and robotaxis. Might reset the company’s economics as the shift to recurring revenue ramps up.
Payment for robo taxi with "dogecoin" i wish.
This was a great discussion, particular in regard to the historical context regarding the development of and the decision making around the focus on the autonomous Robotaxi that is now front and center at Tesla.
This is a giant blow to me. It shows Elon is all about new tech and not enlarging the share of EVs in the U.S., where an affordable EV is critical. By promising a car and then canceling it suddenly, he hurts the EV community in the sense that others probably would have filled the space had they known Tesla is not interested in it.
Otto
There is actually no longer any need to "bet the farm" to achieve robotaxi, precisely because of the dual-path approach that has been pursued. As a result, Tesla can now do both in full earnest, with maximum (wartime-like) urgency, without compromising either the robotaxi or the more affordable Model 2 with a steering wheel. The opportunity to do so was basically unlocked by the huge step-change/paradigm-level improvement in FSD enabled by the shift to Neural Network control – for both FSD Robotaxi and for Optimus.
Thank you thank you so much for this very insightful information
Either do or do not. There is no try….Yoda.
Great work Alexandra!!!
Elon sees Robotaxi as his ace in the hole against China. When China wipes out all other OEMs, only Tesla and those who have licensed FSD will survive!
In Hungarian, "auto" means "car". 😊
Auto^2mobile, i.e. the first automatic automobile coming, the autoautomobile?
According to James Duama, Tesla would currently need 100,000 Robotaxis for Chicago. I think this number is for the initial deployment of Robotaxis to replace the current ride hailing services of Uber and Lyft. I am not sure that number includes taxi services or rental cars. As acceptance and adoption increases due to connivence, cost, safety, privacy, and availability, adoption will increase to 5 or 10 times the current ride hailing market especially when customers decide not to buy that second car (for their spouse or kids), or convert all of their daily driving needs to the Robotaxi service.
I seriously doubt Tesla will sell 20 million vehicles in 2030 because perhaps half of the vehicles they produced won’t be sold to the public. Perhaps the vehicles they produce will be used by Tesla as Robotaxis.
Just a quibble, but the difference between a bet and testing the laws of physics to an exhausting of design engineering until the intended outcome is the result aimed for, is only a matter of sticking to the relative-timing Principle that constructs, by default, all the condensed energy type meaning in existence. In the end we will conform and conditionally confirm the quantization cause-effect of Actuality.
Robotaxi 1st seems most threwd because there is no way any ill-intentioned occupant can cause the vehicle to crash with the aim of discrediting Tesla.
It looks like robotaxi must be the sole autonomous vehicle that Tesla underwrites 'until' FSD becomes generally accepted. Only then should Tesla consider selling consumer owned FSD vehicles, or licencing the software to other manufacturers.
You are stating plans that may or may not happen. Anything can happen and these 25k car and robotaxi can be cancelled. Nothing is certain until you see significant revenues from robotaxi. Elon has pumped the stock for the past 5 years on the promise of FSD which he has failed to deliver that is why the stock is falling hard !
If Gen 2 car is canceled. Tesla is toasted.
The world needs about 300M robotxis eventually
This seems like the worst period.
Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!
You forgot about Elon's immediate response to Reuters about the $25K car: "That's a lie!"
Most of us do not think as deeply, as comprehensively or as far forward as Elon. Nor is anyone as close to the problem as Elon. Personally, I trust that Elon is making the correct decision here.
crazy that these clowns are evaluating the company based on elon's selfies. Elon started a woke war with his customers. no way will the maga buy an ev. He clearly didn't think that through at all. And then, he went all in on 4680. If it had worked and there was a dry, no bake, low cost, high volume 4680; the semi, the cybertruck and a lower priced m3/mY would be killing it. But the 4680 didn't happen. he can hype fsd, but no one is fooled any more. FSD, solar roof, roadster and so many other pipe dreams will never happen. If you go half way home every hour, you never get home. That is fsd. It keeps getting better and better, but will never get there.
Why don’t they design a simplified robot that can act as a Backup driver, contingency plan if the car needs a driver to control it or assist an elderly or disabled passenger or close the trunk or do some minor car maintenance. That’s what we all envision for the robotaxi based on sci-fi movie
While I am not as enthusiastic as you about Elon I appreciate all the information I have acquired. We are seeing a bold move in a direction most can not fathom. I personally have experienced a couple of Fsd problems cameras may not overcome. I do see solutions but not under current configurations. Does anyone know if version 4 hardware Fsd is coming soon?
How many people have lost millions, if not billions, by thinking they were investing in Tesla? The reality is that Musk has turned his investor's into GAMBLER'S, and they all crapped out. The winners are the ones who knew when to sell when stock was at its peak, like Kimbal Musk for $102 Million. As it turns out, the bullish Tesla news, was BullSh*t Tesla news. The truth is that Musk has failed his investor's and has now proven he is incapable of restoring and recovering Tesla's valuation. Tesla's future is a black hole — that simple! Investing in Tesla is GAMBLING on a grand scale.
Auto won’t work in India. Autorickshaws are called Auto as a short form.
Hans –
Dedicated Youtube recording area
Sound deadening foam on wall
Large professional microphone
$3.99 Potato cam from Wish
Great episode, thank you for reading the book too!
Excellent excellent analysis! Feels spot on. Why is not everybody reading Walter Isaacson’s book, then take it verbatim? It’s obvious that with a clear and fast track towards full featured FSD, Elon is smelling blood …
Robotaxi needs to have an open line of communication with the rider:
Robotaxi: "I see something foreign to me and I don't know what to do in this situation"
Rider: "Oh, that's just temporary blocked road, please re-rout my desitanion"
without controls there is no question about someone overriding fsd and then blaming consequences on tesla
Elons picture meaning = Auto will seem small in the bigger picture. Auto means car in German.
Total echo chamber in here 😂Tesla down again, worst stock on the S&P 500 for a long time now!
Steve Weiss is 100% right Elon is a notorious and pathological liar, in the future there will be many so-called experts who will have to explain publicly why millions of small shareholders have lost their money on Tesla that the so-called experts praised and recommended buying.
Thank you Herbert and Hans for bringing this book to light, as if it needed that. The more I listen to people, the more I realize how oblivious people are about Tesla and Elon. All they have to do is read that book to understand where this is going. Elon is not messing around. CNBC is full of idiots, the biggest one being Weiss.
One thing I'm not hearing though is that at 80% utilization, we won't need that many cars to carry everyone to their destination so auto production is not the goal… the money is going to come from subscription and ongoing service fees with a respectively small amount of units. In the end people won't need to have cars and I don't think there will need to be that much production. Ownership is dying, fewer and fewer people are getting driver's licenses, and the next generations won't want cars. They won't know how to drive. Auto manufacturing will be dead in 20 years with only a few boutique companies producing very expensive models. The masses will leave cars behind quickly as taxes, insurance, traffic mount with limited road capacity. This will happen faster than we can imagine.