Tesla FSD Just Shocked Joe Rogan

Tesla's FSD Progress

🚗 Q: How many unsupervised miles has Tesla's FSD driven?
A: Tesla's FSD has driven over 50,000 unsupervised miles, demonstrating significant progress in autonomous driving capabilities.

🌐 Q: What indicates Tesla's transition to software-defined earnings?
A: FSD unsupervised miles and operating domain growth are key leading indicators of Tesla's shift towards software-defined earnings.

🤖 Q: How does Tesla's FSD showcase AI potential in driving?
A: Tesla's FSD unsupervised capabilities, demonstrated in complex driving scenarios, serve as a proof case for artificial intelligence's potential in autonomous driving.

Manufacturing and Supply Chain

🏭 Q: How does Tesla minimize exposure to import tariffs?
A: Tesla prioritizes domestic sourcing and maintains high vertical integration, reducing vulnerability to import tariffs.

🇺🇸 Q: Where will Nvidia produce its AI supercomputers?
A: Nvidia plans to build entirely in the US, starting production of AI supercomputers at TMC's chip plant in Arizona.

🖥️ Q: What is significant about TSMC's production of Nvidia Blackwell chips in Arizona?
A: While using older process technologies, this move helps mitigate risks associated with Taiwan-based R&D and development.

Strategic Implications

📊 Q: What is Caner Fitzgerald's rating on Tesla?
A: Caner Fitzgerald reiterated an overweight rating on Tesla, citing its domestic sourcing and vertical integration strategies.

🌉 Q: Why is Nvidia's US-based production strategically important?
A: It allows Nvidia to localize production and reduce risks associated with Taiwan-based R&D and development.

🔒 Q: Does TSMC's Arizona production completely eliminate US vulnerability to Taiwan-based disruptions?
A: No, the US remains potentially vulnerable to disruptions in Taiwan-based R&D and development despite this move.

Future Outlook

🔮 Q: What does Tesla's FSD progress suggest about the future of driving?
A: Tesla's FSD advancements indicate a significant shift towards autonomous driving and AI-driven transportation solutions.

💼 Q: How might Tesla's focus on domestic sourcing impact its business model?
A: Tesla's strategy could lead to increased resilience against global supply chain disruptions and trade tensions.

🌐 Q: What broader implications does Nvidia's US production have for the tech industry?
A: It signals a trend towards reshoring critical technology production, potentially reshaping global tech supply chains.

Tesla's FSD and AI Capabilities

🚗 Tesla's FSD unsupervised miles driven across all domains are key leading indicators for the company's transition to software-defined earnings.

🧠 The neural nets controlling vehicle mechanisms like mirror folding demonstrate Tesla's confidence in its AI and machine learning capabilities.

🇨🇳 Tesla's FSD performance in complex scenarios like China's crowded streets serves as a proof case of the company's advanced AI and ML capabilities.

Strategic Importance of Chip Production

💻 Nvidia's Blackwell chips are being manufactured in the US by TSMC, reducing reliance on Taiwan for critical chip production.

🏭 TSMC's chip production in the US, although currently behind Taiwan's capabilities, is strategically important for scaling up domestic production.

Tesla's FSD Development and Safety

🛣️ Tesla's FSD is a highly advanced AI system for autonomous driving, but remains in the testing phase and not yet fully reliable.

👨💼 Elon Musk has stated that Tesla is working to improve the FSD system's safety and accuracy.

Market Implications and Future Prospects

📈 The rate of increase in FSD unsupervised miles driven will indicate when Tesla needs to be rerated by Wall Street.

🚕 Robo taxi and operating domain growth are crucial factors in Tesla's transition to software-defined earnings.

🔬 Tesla's FSD capabilities serve as a proof case for the company's broader AI and ML potential.

Technological Advancements and Manufacturing

🌐 The production of advanced chips like Nvidia's Blackwell in the US represents a significant technological milestone.

🇺🇸 Localizing chip production in the US helps mitigate risks associated with reliance on Taiwan for critical components.

• 00:00 🚗 Tesla's FSD technology impresses Joe Rogan and others with its rapid improvements and successful navigation in challenging traffic, while analysts boost Tesla stock amid AI advancements.
  • Tesla's full self-driving technology is improving rapidly, gaining attention from celebrities like Joe Rogan, while President Trump plans to assist car companies with tariff delays, and Tesla stock receives positive ratings from analysts amid Nvidia's announcement of US-built AI supercomputers.
  • Hans Nelson discusses his recent Tesla purchase while traveling and its relevance to Elon Musk's companies.
  • Tesla's FSD successfully navigates challenging traffic conditions in China, countering skepticism about its capabilities in densely populated areas.
  • Machine learning and AI, particularly through neural networks, are evolving to replicate human driving behavior in complex scenarios, challenging the belief that traditional software can handle such tasks.
• 04:07 🚗 Tesla's FSD impresses with advanced capabilities, successfully navigating tight spaces and gaining user confidence, including Joe Rogan's, despite mixed owner experiences.
  • Tesla's FSD is exceeding expectations with advanced capabilities and is expected to become superhuman soon.
  • The Tesla Model S successfully navigates a tight gap by automatically folding its mirrors, showcasing the effectiveness of its FSD technology.
  • Tesla's FSD is gaining confidence and functionality, impressing users like Joe Rogan, while a poll shows mixed experiences among Tesla owners.
• 07:36 🚗 Tesla's FSD impresses users with major improvements, as Elon Musk reveals it has completed over 50,000 driverless miles using unsupervised AI.
  • A significant percentage of people, possibly over 90%, have never tried Tesla's FSD, with many only experiencing version 12 rather than the newer version 13.
  • Many people have yet to experience Tesla's FSD, but those who do are increasingly impressed by its significant improvements.
  • Elon Musk announced that Tesla's full self-driving technology has achieved over 50,000 driverless miles using unsupervised AI, indicating significant advancements in autonomous driving capabilities.
• 10:22 🚗 Tesla's AI head is optimistic about a successful year, emphasizing growth in unsupervised FSD miles and software revenue as key drivers for future earnings and valuation.
  • Tesla's AI head expresses confidence in a successful year, highlighting total miles driven and growth in unsupervised FSD as key indicators for the company's shift to software-defined earnings.
  • Tesla's future earnings will increasingly rely on software revenue from FSD subscriptions and the robo taxi network, which they can control and grow based on software quality.
  • Tesla's FSD will expand its operating domain and unsupervised miles driven, indicating a potential exponential growth that could significantly impact the company's valuation before earnings are reported.
• 13:42 🚗 Tesla's FSD impresses with AI driving, while Trump navigates trade issues and tariffs affecting the auto industry.
  • Tesla's FSD showcases advanced AI driving capabilities, while President Trump considers measures to assist car companies affected by tariffs.
  • Being flexible in thinking and adapting to new ideas is essential, as demonstrated by interactions with Tim Cook and the tech industry.
  • The potential abolition of EU tariffs on Chinese electric vehicles could significantly impact the European market, though some believe it may just be a strategic statement.
  • Trump's approach to China involves a balanced strategy of addressing trade issues and intellectual property theft without being purely strategic or incompetent.
• 17:45 🤔 The speaker highlights the tension between reshoring jobs and protecting major companies, warning that policy changes may disproportionately affect marginalized groups.
  • The speaker speculates that while there is a desire to reshore certain industries and create jobs, there is also a concern about not harming major American companies during this process.
  • The UAW's influence on tariffs will lead to a flexible approach from the government, resulting in a complex implementation process for key industries.
  • The implementation of policy will disproportionately harm marginalized groups lacking representation, similar to the impact on small businesses during COVID compared to larger, politically connected corporations.
• 20:44 🚗 European automakers, influenced by Chinese ownership, may push for reduced tariffs on Chinese cars, risking greater Chinese market dominance.
  • German automakers, influenced by significant Chinese ownership, may hesitate to allow unrestricted access to their markets despite ongoing tariff negotiations with China and the EU.
  • European auto companies with ties to the CCP may influence EU policy to allow greater access for Chinese cars with minimal tariffs, presenting a 30% chance of this outcome.
  • The EU may succumb to China's influence, allowing it to expand globally by acquiring Western brands like Volvo.
• 25:03 🚗 Tesla's FSD technology is evolving amid discussions with Joe Rogan, while analysts remain optimistic despite macro uncertainties and the need for U.S. chip manufacturing growth.
  • Caner Fitzgerald maintains an overweight rating on Tesla due to its domestic sourcing and vertical integration, while RBC slightly lowered its price target but remains optimistic about Tesla's performance amid macro uncertainty.
  • Nvidia is starting to manufacture AI supercomputers in the U.S. at TSMC's Arizona plant, raising questions about the impact on Tesla and production capacity.
  • TSMC's decision to localize chip production in the U.S. is strategically important, but the technology used, such as Nvidia's GPUs, will be behind the cutting-edge processes available in Taiwan.
  • The U.S. needs to scale silicon manufacturing to reduce reliance on Taiwan for chip development and mitigate potential risks.
  • Full self-driving technology is still developing, with discussions involving Joe Rogan, policy changes, and resources for Tesla investors.

WatchUrl: https://www.youtube.com/watch?v=Ep0P1Oshb_4