Elon Musk's strategy of under promising and overdelivering, combined with the potential acceleration in rate of improvement for Tesla's Full Self-Driving technology, could have a massive financial impact and revolutionize the future of electric vehicles
Questions to inspire discussion
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What is the current production status of Tesla's Cybertrucks?
—Tesla's production of Cybertrucks is ramping up, with a record 370 spotted at Giga Texas, and the production rate is expected to exceed Rivian's in Q2.
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What is the potential impact of Tesla's Full Self-Driving technology?
—Tesla is close to solving the problem of replacing billions of hours of human driving time annually, with the potential for massive financial impact, and the new FSD v12 is being tested in Canada.
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What is the controversy surrounding Tesla's production in Shanghai?
—Tesla has reportedly reduced production at gig Shanghai, instructing employees to work 5 days a week instead of the usual 6 and 1/2 days, causing fluctuations in stock prices.
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What are the latest updates on Tesla's FSD technology?
—Elon Musk announces that Tesla is no longer compute constrained, suggesting rapid advancements in AI and FSD technology, potentially due to assistance from companies like Nvidia, AMD, or Michael Dell.
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What is the current situation with Tesla Giga Berlin protesters?
—Tesla Giga Berlin protesters are aiming to extend their stay in the forest despite new requirements, and the administrative court allowed them to stay for the time being.
Key Insights
- 🤔 Elon Musk's strategy of under promising and overdelivering may be at play, as the Cybertruck production ramp appears to be progressing much faster than initially projected.
- 🚀 "An improvement will accelerate dramatically now that we are no longer AI training compute constrained."
- 📈 "The most exciting thing about Tesla's end to end FSD approach is the potential acceleration in rate of improvement."
- 📈 The hype alone could push Tesla stock up by 50-100% in a short period of time, even without tangible results.
- 💰 Tesla's FSD could have a massive financial impact, potentially leading to one of the biggest asset value increases in history.
- 🚗 Tesla Cybertruck may be equipped with wireless inductive charging, potentially revolutionizing the way electric vehicles are powered in the future.
- 🤖 Elon Musk surprises TSLA investors with new Cybertruck production record.
- 🤖 The new Cybertruck production record is a game-changer for Tesla investors and the future of electric vehicles.
#Tesla #MattPocius #Cybertruck
Clips
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00:00 🚀 Tesla's Cybertruck production is ramping up, potentially beating Rivian's timeline, Elon Musk announces advancements in AI and FSD technology, and Dojo's performance could be bullish for Tesla stock.
- Tesla's production of Cybertrucks is ramping up, with a record 370 spotted at Giga Texas, and the production rate is expected to exceed Rivian's in Q2, potentially beating the 15-month timeline Elon Musk previously mentioned.
- Elon Musk announces that Tesla is no longer compute constrained, suggesting rapid advancements in AI and FSD technology, potentially due to assistance from companies like Nvidia, AMD, or Michael Dell.
- Dojo's performance could be bullish for Tesla stock, and the potential acceleration in rate of improvement is exciting.
- Car was able to interpret a hand motion and accelerate into a parking lot, showing the need for high quality data.
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04:03 🚀 Tesla reduces production at gig Shanghai and Elon Musk discusses the potential impact of Tesla's Optimus bot on stock prices.
- Elon Musk discusses the potential impact of Tesla's Optimus bot on stock prices and the company's plans to test the robot in various manufacturing facilities.
- Tesla has reportedly reduced production at gig Shanghai, instructing employees to work 5 days a week instead of the usual 6 and 1/2 days.
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06:21 🚗 Tesla's stock dropped 3% due to production cut rumors, but has since recovered to only being down 1%, Chinese market competition is tough, but long-term investors should not be disappointed, and Tesla is close to solving the problem of replacing billions of hours of human driving time annually with FSD v12 being tested in Canada.
- Bloomberg reported a production cut about a year and three or four months ago, which caused the stock to drop 3% but it has since recovered to only being down 1%.
- Chinese market competition is tough, but Tesla's long-term investors should not be disappointed by short-term sales fluctuations.
- Tesla is close to solving the problem of replacing billions of hours of human driving time annually, with the potential for massive financial impact, and the new FSD v12 is being tested in Canada.
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09:30 🚗 Tesla Giga Berlin protesters allowed to stay in forest, police file complaint, boring company's flamethrower sells out, protesters claim squatter rights in NYC.
- Tesla Giga Berlin protesters are aiming to extend their stay in the forest despite new requirements, and the administrative court allowed them to stay for the time being.
- The police demanded the dismantling of treehouses at a protest camp, but the administrative court ruled in favor of the protesters, leading to the police filing a complaint, and the boring company's flamethrower selling out.
- Protesters illegally entered a homeowner's property in New York City and can claim squatter rights after 30 days, leading to the homeowner's arrest.
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12:25 🚗 Tesla Cybertruck ready for wireless charging, Elizabeth Warren calls for SEC investigation into Elon Musk, and FSD warnings should be heeded.
- Tesla Cybertruck is ready for wireless inductive charging, Elizabeth Warren calls for SEC investigation into Elon Musk's governance, and Elon Musk suspects political posturing.
- Pay attention to FSD warnings, be careful around tight spaces, and take advantage of the reintroduced referral program for the Cybertruck.
- The speaker discusses the upcoming delivery of Cybertrucks to various individuals.
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15:40 🚗 China building plants to sell cars in US, but Trump's 100% tariff threat may stop it.
- Former President of the US made comments about EVs, with different news outlets interpreting his words in various ways, leading to division and controversy.
- China is building massive plants to sell cars in the US, but Trump's threat of a 100% tariff may prevent this.
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17:52 🚀 Invest in Tesla stock despite popular opinion, emphasizing the importance of critical thinking.
- Context is important, don't just believe everything you hear without seeing the whole picture.
- The speaker discusses their independent thinking and decision to invest in Tesla stock despite popular opinion, emphasizing the importance of critical thinking.
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19:33 🚗 Tesla updates include Park Auto Park feature, FSD v12.3 rollout, and positive reactions to VZ beta, but skeptics doubt v12.3 despite Elon Musk's praise and its performance remains a secret, with Musk planning a coast-to-coast drive with V12 software.
- New Tesla update includes a Park Auto Park feature for employees, FSD v12.3 is being rolled out, and reactions to the VZ beta are positive.
- Tesla nerds are skeptical about v12.3, despite Elon Musk saying it's mind-blowing, and the improvement and performance of v12.3 is still a secret.
- Elon Musk is looking forward to the coast-to-coast drive with V12 software and wants to see a live stream of the drive to avoid questions about the number of attempts.
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