Tesla is betting its future on full self-driving software and the potential of a fleet of robo taxis, despite facing criticism and skepticism, in an effort to transform the transportation industry and increase revenue streams
Questions to inspire discussion
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What is Tesla betting its future on?
—Tesla is betting its future on full self-driving software and the potential of a fleet of robo taxis.
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What is the potential impact of Tesla's new plan?
—Tesla's new plan could either fail or transform the transportation industry, with billions at stake.
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What does Tesla need to move faster towards their goal?
—Tesla needs more users and data to move faster towards their goal of developing a self-driving car.
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What is Tesla aggressively pushing out to more users?
—Tesla is aggressively pushing out Full Self Driving to more users in order to reach the 6 billion mile regulatory approval.
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What has Elon Musk bet the entire company on?
—Elon Musk has bet the entire company on Full Self Driving by canceling the $25,000 Model 2 to focus on robotaxi.
Key Insights
- 💰 Tesla's new plan has the potential to transform the entire transportation industry once again, with billions of dollars at stake.
- 📰 The mainstream media seems to take issue with Elon Musk pushing further into the realm of robotaxis, reminiscent of the 2018-2019 time frame.
- 📱 Tesla's future revenue and earnings will be heavily driven by software-related products and services, not just automotive sales.
- 📈 The speed and scale of Tesla's Full Self Driving rollout to millions of cars in North America is impressive and underrated in the industry.
- 🚗 Tesla's need for more data to move faster towards their end goal is being hindered by the inaccessibility of full self-driving technology to most people.
- 🚗 The robotaxi opportunity is so large that it dwarfs the monthly FSD revenue or one-time buyout fees, making it a lucrative venture for Tesla.
- 🌍 If FSD works better than a human, the world will look very different in this scenario.
- 🚀 Tesla's focus on robotaxis and full self-driving technology shows their prioritization of disrupting the massive transportation sector and accelerating the adoption of FSD technology among consumers.
#FSDStories #TMIOTesla
XMentions: @HabitatsDigital
Clips
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00:00 🚗 Tesla is betting on full self-driving software and the vision of Robo taxis, which could either fail or transform the transportation industry with billions at stake.
- Elon Musk is betting Tesla's future on groundbreaking innovations, such as full self-driving software and the vision of a future dominated by Robo taxis.
- Tesla's new plan could either fail or transform the transportation industry, with billions at stake.
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02:15 🚗 Tesla is facing media criticism for pushing into the realm of robotaxis, similar to the negativity it faced during the model 3 ramp up, but ultimately proved successful.
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03:40 🚗 Tesla's software advantage and shift towards software-related revenue is shaking up the traditional car company market.
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04:58 🚗 Tesla has unleashed Full Self Driving with a free trial, over-the-air software updates, and a significant price drop, going against Elon Musk's previous statements about the price increasing as the technology improves.
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06:34 🚗 Tesla is aggressively pushing out Full Self Driving to more users to gather data and reach regulatory approval, despite Elon Musk's belief of increasing FSD prices.
- Tesla needs more users and data to move faster towards their goal of developing a self-driving car, and with the release of Version 12, they are no longer compute constrained and can now pull in loads of data to enhance their vehicle software training.
- Tesla is aggressively pushing out Full Self Driving to more users in order to reach the 6 billion mile regulatory approval, despite Elon Musk's belief of increasing FSD prices, and has already crossed a billion FSD miles.
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08:28 🚗 Tesla's value lies in the potential of a fleet of robo taxis, leading Elon Musk to bet the company on Full Self Driving and cancel the $25,000 model 2.
- Tesla's value comes from the potential of a massive fleet of robo taxis, which could generate significant profits and greatly increase the company's market cap.
- Elon Musk has bet the entire company on Full Self Driving by canceling the $25,000 model 2 to focus on robotaxi, despite there never being a model 2 and the original plan being to create multiple variants of a low-cost car.
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10:32 🚗 Tesla is focusing on building a fully capable full self-driving vehicle and putting everything else aside, similar to how Apple pivoted to prioritize technology for the iPhone over the tablet.
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11:30 🚗 Tesla is focusing on developing a robotaxi network to disrupt the transportation sector and increase revenue streams, while also seeking strategies to accelerate the adoption of their FSD technology.
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Duration: 0:12:55
Publication Date: 2024-04-23T20:02:32Z
WatchUrl: https://www.youtube.com/watch?v=O8AwgydMeLI
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