Tesla's Full Self-Driving (FSD) technology has the potential to significantly impact vehicle sales and profits, particularly in China, and could potentially surpass auto sales through partnerships, accelerated testing, and advancements in autonomous driving technology
Questions to inspire discussion
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How could Tesla's Full Self-Driving impact vehicle sales and profits?
—Tesla's Full Self-Driving (FSD) technology has the potential to significantly impact vehicle sales and profits, particularly in China, and could potentially surpass auto sales through partnerships, accelerated testing, and advancements in autonomous driving technology.
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What is the potential profit from Tesla's Full Self-Driving (FSD) system?
—The potential profit from Tesla's Full Self-Driving (FSD) system is equivalent to that of a car purchase, and the implementation of FSD could lead to significant revenue for Tesla.
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How could Tesla's FSD impact car sales in China and the United States?
—The potential adoption of Tesla's FSD could significantly increase car sales and profit in both China and the United States.
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What are the potential partnerships and advancements in autonomous driving technology related to Tesla's FSD?
—Partnerships between Tesla and other companies, as well as the potential for FSD to reach a certain level, could lead to the purchase of Tesla cars for use in robo taxis.
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What is the potential impact of Tesla's FSD on auto sales and the future of affordable Tesla vehicles?
—Tesla's FSD technology could potentially allow them to increase their car sales from 2 million to 3 million next year, with the capacity to add a million cars from Shanghai, Texas, and Berlin if FSD and mass robot trials don't drive demand.
Key Insights
- 🚗 FSD can drive vehicle sales and profits for each sale, making it a game-changer for Tesla's future.
- 📈 A 5% adoption rate of Tesla's FSD could result in significant sales of 30,000 to 60,000 cars, showing its potential impact on the market.
- 🚗 A 10-20% adoption of FSD in China could be possible over the next six months.
- 🚗 Tesla's potential licensing deal with top robot taxi companies in China could significantly impact the future of autonomous vehicles.
- 📈 Tesla's advanced autonomous driving system and vast amount of data give them a significant advantage over other companies, potentially making it difficult for competitors to catch up.
- 🤖 Robotaxi companies are pushing for FSD to go as fast as they can, potentially allowing Tesla to add a million cars next year from Shanghai, Texas, and Berlin.
- 💰 Tesla could potentially beat auto sales by offering FSD subscription at $2,000 per year for each car, generating $34 billion in revenue.
- 🇨🇳 The intense competition in China's ride-hailing market could lead to a race for partnerships with Tesla, with the first company to do so gaining a significant advantage.
#Tesla #FSD
XMentions: @herbertong @NextBigFuture @HabitatsDigital
Clips
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00:00 🚗 Tesla's FSD could impact vehicle sales and profits, with potential implications for Chinese automakers and the future of affordable Tesla vehicles.
- Tesla's full self-driving capability could significantly impact vehicle sales and profits, with potential implications for Chinese automakers and the future of affordable Tesla vehicles.
- The potential profit from Tesla's Full Self-Driving (FSD) system is equivalent to that of a car purchase, and the implementation of FSD could lead to significant revenue for Tesla.
- The speaker discusses the significant improvement in safety and driving experience with Tesla's FSD, comparing it to the difference between a teenage driver and a professional chauffeur.
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03:36 🚗 Tesla's FSD could boost car sales in China and the US, potentially beating auto sales with licensing deals and accelerated testing.
- The potential adoption of Tesla's FSD could significantly increase car sales and profit in both China and the United States.
- Tesla's FSD could lead to a 10-20% adoption in China over the next six months, leading to increased car sales.
- Tesla's FSD could potentially beat auto sales by announcing licensing deals with top robot taxi companies in China, which could lead to significant increases in vehicle rollouts and profits.
- Tesla is able to accelerate the testing phase of their Full Self-Driving technology, potentially increasing car sales in China.
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08:17 🚗 Tesla's FSD could potentially beat auto sales through partnerships with Chinese companies and the advancement of autonomous driving technology.
- Existing ride-hailing companies in China are using teleoperated "robot taxis" with safety drivers, but are working to reduce the need for safety drivers and transition to teleoperators.
- Partnerships between Tesla and other companies, as well as the potential for FSD to reach a certain level, could lead to the purchase of Tesla cars for use in robo taxis.
- Chinese companies want to partner with Tesla to advance their autonomous driving technology faster and beat other companies in China, as Tesla's FSD system is more advanced and has a larger amount of data.
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12:15 🚗 Tesla's FSD could beat auto sales by using tele operation for tough situations, similar to Apollo go in China, but Chinese legislation requires at least one remote driver for every three vehicles until Tesla proves the safety of their FSD.
- Tesla's FSD could potentially beat auto sales by implementing tele operation for tough situations, similar to Apollo go in China.
- Chinese legislation requires at least one remote driver for every three vehicles, and until Tesla proves the safety of their FSD, they will still need safety drivers in China.
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14:28 🚗 Tesla's FSD technology could potentially increase car sales to 3 million next year, with Chinese car companies likely to partner with Tesla and transition to vision-only cars to compete in the race for autonomous driving technology.
- Chinese car companies are likely to partner with Tesla and buy hundreds of thousands of cars with FSD, adding pure margin to Tesla.
- Tesla's FSD technology could potentially allow them to increase their car sales from 2 million to 3 million next year, with the capacity to add a million cars from Shanghai, Texas, and Berlin if FSD and mass robot trials don't drive demand.
- Tesla is already spending billions on their own robot taxi technology, and the cost of scaling it up would be around $50,000 per vehicle, but the actual cost is a wash as long as it works.
- Companies like BYU, Pony AI, and Waymo are not car manufacturers and will likely buy either Nvidia or Tesla chips for their autonomous vehicles, with some already expressing interest in Tesla's Full Self-Driving technology.
- Car makers, especially in China, are looking to partner with Tesla and transition to vision-only cars in order to compete in the race for autonomous driving technology.
- Tesla may soon sell a lot of affordable vehicles, especially in China, as they plan to create more affordable cars in Giga Shanghai.
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21:26 🚗 Tesla's FSD could beat auto sales by accelerating production, reducing the gap between waves, and offering more affordable cars with potential savings of $700 million, potentially shutting down their robot taxi division to save billions of dollars.
- Tesla's FSD could potentially beat auto sales by accelerating production and reducing the gap between waves, with the goal of getting as much benefit as possible in a few months longer than a regular line.
- The potential for Tesla's Full Self-Driving to significantly impact auto sales, particularly in China, by offering a more affordable car with potential savings of $700 million.
- Tesla could potentially beat auto sales if they shut down their robot taxi division and save billions of dollars.
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25:08 🚗 Chinese ride-hailing companies may license Tesla's FSD due to competition, potential milestone on August 8th, delay in prototypes not a big deal.
- Adapting Tesla's FSD to new car configurations is not automatic, but Chinese ride-hailing companies may license it due to heavy competition and the potential for being the first to partner with Tesla.
- The speaker is confident that multiple people will sign for Tesla's FSD by the end of the year, with a potential milestone on August 8th.
- Bloomberg article states that Tesla's delay in prototypes is not a big deal, as the focus is on when they will be ready for production and the potential for a robot taxi plan.
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28:31 🚗 Tesla's FSD could potentially surpass auto sales, with the possibility of additional events in October and November.
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Duration: 0:29:36
Publication Date: 2024-07-14T18:06:13Z
WatchUrl:https://www.youtube.com/watch?v=16U5blAWct0
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