Tesla's future with robo taxis brings uncertainty for Wall Street, as there are no guarantees and public acceptance is a factor
Questions to inspire discussion
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What is the status of Tesla's $25,000 car?
—The $25,000 car with a steering wheel is not cancelled, and Tesla will continue developing self-driving Robo taxis on the same platform.
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What is Elon Musk's stance on robo taxis?
—Elon Musk has been pushing for robo taxis since 2022 and is diverting more attention and resources to the robo taxi, despite misinterpretations in communication.
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What are the concerns about Tesla's robo taxi launch?
—There are concerns about regulation, liability, and the impact of the $25,000 Tesla variant on the company's future.
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What is the uncertainty surrounding Tesla's future?
—Tesla's future is uncertain, with no guarantees for robo taxis and stock reactions, as Elon Musk unexpectedly announces the Tesla Robo taxi unveil amidst uncertainty about the company's next platform.
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What is the latest update on Tesla's Full Self-Driving?
—Tesla is confident in solving for Full Self-Driving and may shift focus to a more affordable vehicle if needed, but the next platform will still give them options.
Key Insights
- 🚗 The events of the day set the stage for a series of controversial claims and responses from Elon Musk, leaving many wondering about the truth behind the headlines.
- 🚗 The $25,000 car and the robo taxi were always going to be based on the same platform, but the $25,000 version was going to have a steering wheel.
- 🚕 The uncertainty surrounding Tesla's robotaxi raises questions about regulation, liability, and the business model, impacting the stock in the near term.
- 🤔 Tesla's future with robo taxis brings uncertainty for Wall Street, as there are no guarantees and public acceptance is a factor.
- ⚙️ Tesla's access to future FSD revisions and data gives them a unique advantage, challenging assumptions about the readiness of their robo taxi platform.
- 🐉 Elon responded 88 and the year of the dragon in my opinion. Tesla has proven over the past decade plus that they do actually know what they're doing.
- 💰 Tesla owners in the US saved an estimated average of $1,200 in gas savings per owner in 2023, showcasing the financial benefits of owning a Tesla.
- 🚗 Tesla has hit over 1 billion miles driven on FSD, surpassing the expected regulatory approval requirement of 6 billion miles.
#Tesla #FSDStories
Clips
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00:00 ⚡ ️ Tesla had a crazy day with Elon Musk disputing claims, but they are still developing self-driving Robo taxis on the $25,000 car platform.
- Tesla had a crazy day, with Elon Musk disputing a Reuters article and multiple claims made in the article.
- Tesla has not cancelled the $25,000 car with a steering wheel, but will continue developing self-driving Robo taxis on the same platform, despite some uncertainty and changes in plans.
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02:16 ⚡ ️ Tesla's Affordable Car project meetings were cancelled, resources may shift to the robo taxi Full Self-Driving effort, Elon Musk supports prioritizing the robotaxi program, and there is a misunderstanding of Tesla's future value.
- Meetings for the Affordable Car project were cancelled, engineers were reassigned, and there is speculation that resources may be shifted to the robo taxi Full Self-Driving effort, but the $25,000 car is not cancelled.
- Elon Musk liked a post from Arc's Brett Winton, who believes that prioritizing the robotaxi program is positive for Tesla, and there is a misunderstanding of Tesla's future value, but there is a difference between fabrication and misinterpretation of communication from Tesla.
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04:36 ⚡ ️ Tesla's robotaxi launch is a positive sign for autonomy, but concerns about regulation and the $25,000 Tesla variant's impact on the company's future remain amidst uncertainty about the company's next platform.
- Elon Musk has been pushing for robo taxis since 2022, and with Tesla closer than ever to solving autonomy, it makes sense that he is diverting more attention and resources to the robo taxi, even if there are misinterpretations in communication.
- Tesla's robotaxi launch is seen as a positive sign for solving autonomy, but there are concerns about regulation, liability, and the $25,000 Tesla variant's impact on the company's future.
- Tesla's future is uncertain, with no guarantees for robo taxis and stock reactions, as Elon Musk unexpectedly announces the Tesla Robo taxi unveil amidst uncertainty about the company's next platform.
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07:23 ⚡ ️ Tesla plans to unveil robo taxi in 125 days, FSD won't launch until late 2025, but they are confident in solving for Full Self-Driving and may shift focus to a more affordable vehicle if needed.
- Tesla will unveil the robo taxi in 125 days, and despite skepticism about the readiness of their FSD, the platform won't launch until late 2025.
- Tesla is confident in solving for Full Self-Driving and may shift focus to a more affordable vehicle if needed, but the next platform will still give them options.
- Elon Musk believes Tesla will continue to succeed, with signs pointing to significant changes in their business in the near future.
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09:55 💡 Tesla faces a new lawsuit for wage law violations filed by former employees seeking over $5 million in damages.
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11:22 🚗 Tesla's private access tunnel project in Austin is underway, with the estimated completion date in 2 to 4 weeks, and the Cybertruck's availability has been pushed back to 2025 for new orders.
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12:27 ⚡ ️ Tesla offers free FSD transfers on new deliveries, withdraws from fcai in Australia, and reaches over 1 billion miles driven on FSD.
- Tesla is allowing free FSD transfers on new model 3 Ys and X deliveries, and Tesla and postar have decided to withdraw from the fcai over in Australia, making new car sales data harder to come by.
- Tesla sales in quarter 1 were down in Germany, the UK, and France, but up in Belgium, the Netherlands, and Spain.
- Tesla has reached over 1 billion miles driven on FSD, with the rate of miles driven increasing and the expectation of comfortably reaching over 1 billion miles every year.
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15:31 ⚡ ️ Tesla's stock had a volatile day after Elon Musk's post about the robo taxi unveil, while Apple is laying off employees in California and the US Department of Justice claims Apple's carplay will force an iPhone Centric experience.
- Porsche is working on the next generation of the Porsche tyon with a focus on achieving greater range, but solid state batteries won't be ready for another decade.
- Apple is laying off employees in California due to shutting down their autonomous car project, while the US Department of Justice claims Apple's carplay will force an iPhone Centric experience, but Tesla's stock closed down and then went up after Elon Musk's post about the robo taxi unveil.
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Duration: 0:17:31
Publication Date: 2024-04-06T05:41:13Z
WatchUrl: https://www.youtube.com/watch?v=uy7D5qCjjOM
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