Tesla's unique position and investments in infrastructure and AI technology make it a powerful player in the autonomous future, with potential for FSD technology to advance and increase in price
Questions to inspire discussion
-
What is the impact of Tesla's reduced full self-driving subscription price?
—The reduced price could impact the robot taxi business model and lead to potential changes in tiered pricing for autonomous driving features.
-
What is Black Rock CEO Larry Fink's view on Tesla's energy needs for AI?
—Fink believes that massive energy will be needed to support the growth in data centers for AI, mentioning Tesla's robot for the first time.
-
What is Tesla's approach to developing a tiered model for autonomous driving features?
—Tesla is at the beginning stages of developing a tiered model for their autonomous driving features, with potential for a personal robot taxi and commercial insurance options.
-
How is Tesla integrating its insurance, autonomy, and supercharging services?
—Tesla is integrating its insurance, autonomy, and supercharging services, all built on a foundation of data, to work together for an autonomous future.
-
What is Blackrock's view on Tesla's future in areas such as Robo taxis and data centers?
—Blackrock sees potential in Tesla's future in areas such as Robo taxis, energy storage, and data centers, as indicated by their large GPU purchases and focus on revenue and margins.
Key Insights
- 🚗 Elon Musk's announcement of supervised full self-driving for $99 a month is a big shift in Tesla and the global economy.
- 🚗 The potential for Tesla's FSD personal robot taxi plus insurance is an interesting concept that could revolutionize transportation.
- 🚗 The future of Tesla may involve a personal consumption model for vehicles and a commercial use Robo taxi model, with potential hardware enablers or accelerators.
- 📊 Tesla's various services, such as insurance and supercharging, are built on a foundation of data, potentially leading to a big culmination in the autonomous future.
- 📈 Tesla's data-driven approach to improving Full Self-Driving (FSD) technology is paving the way for significant advancements in autonomous driving capabilities.
- 🚗 Tesla's unique position in the market allows them to offer their own insurance and operate robo taxis at a lower cost per mile, giving them a competitive advantage.
- 🤯 There's nothing like what's happening right now with a vehicle and real-world AI, it's stunning people in terms of actual real-time inference and decision-making.
- 🚗 Tesla is working on a vehicle platform that will allow them to produce multiple vehicles, prioritizing more of a pure Robo taxi.
- 🚗 Blackrock sees Robo taxis, energy storage, and data centers as huge areas for growth, with Tesla positioned in the middle of it all.
#Tesla
XMentions: @herbertong @theJeffLutz
Clips
-
00:00 🚗 Tesla reduces full self-driving subscription to $99/month, Black Rock CEO predicts massive energy needs for AI growth, discussion on tiered pricing model and development of personal robot taxi and commercial insurance options.
- Tesla reduced the price of full self-driving subscription to $99 per month, which could impact the robot taxi business model, and Black Rock CEO Larry Fink believes that massive energy will be needed to support the growth in data centers for AI, mentioning Tesla's robot for the first time.
- Jeff Lutz discusses the shift in Tesla's business model and the impact on the global economy, including the $99 per month supervised full self-driving announcement and the expectation of a malleable tiered pricing model.
- Farzad proposes a tiered pricing model for marketing and selling a product, starting with a $99 FC supervisor and expecting a $109 full soft.
- Tesla is at the beginning stages of developing a tiered model for their autonomous driving features, with the potential for a personal robot taxi and commercial insurance options.
- Tesla is working on a personal consumption model for vehicles and a commercial use Robo taxi model, with continuous hardware improvement and a focus on supervised autonomy.
-
04:28 🚗 Tesla's supercharger network, integrated services, and individual businesses make it a unique and powerful player in the autonomous future, with potential for FSD technology to advance and increase in price.
- Tesla has been building a supercharger network for over 15 years, which will play a huge part in the success of their Robo taxi model.
- Tesla is integrating its insurance, autonomy, and supercharging services, all built on a foundation of data, to work together for an autonomous future.
- Tesla's real power and valuation lies in its individual businesses, which together can make a powerful combination that no other company can offer.
- Blackrock investor discusses the potential for Tesla's full self-driving option and the possibility of the price increasing as the technology advances.
- Tesla's Full Self-Driving (FSD) technology is improving, allowing for a lower barrier to entry and potentially reaching unsupervised performance levels in the future.
-
09:35 🚗 Tesla's unique position allows for offering their own insurance and operating robo taxis at the lowest cost per mile, with a focus on increasing insurance utilization and achieving full autonomy through data.
- Tesla is uniquely positioned to offer their own insurance and operate robo taxis at the lowest cost per mile due to their supercharger access and competitive price structure.
- Tesla is working to increase insurance utilization based on data, with plans for personal and commercial use, potentially with a higher upfront cost.
- A third-party expert in AI and Tesla CEO Elon Musk emphasize the importance of data for achieving full autonomy in Tesla's vehicles, while there is a debate on whether Tesla will roll out robo-taxis using dedicated vehicles or customer-owned cars.
-
12:59 🚗 Tesla's AI technology is highly respected and could significantly increase the value of their vehicles, but there are concerns about the uniformity and capability of the vehicles for a robo taxi service, and the $25,000 vehicle needs to be released at scale without delay.
- Tech industry professionals have a deep respect for Tesla's technology, particularly in the realm of full self-driving and autonomy, as it represents a unique and impressive example of real-world AI.
- Tesla's AI efforts are exciting and could lead to a significant increase in the value of their vehicles, but there are questions about the uniformity and capability of the vehicles for a robo taxi service.
- Tesla's $25,000 vehicle is nearing its peak runway and needs to be released at scale without delay.
-
16:21 🚗 Blackrock investor believes Tesla should prioritize compact cars over robot taxis, with concerns about the uniformity and capability of a pure Robo taxi experience, and does not expect full autonomy until 2030.
- Tesla is working on giving limited autonomy to car owners, with the potential for vehicle value to increase, but there are concerns about the uniformity and capability of a pure Robo taxi experience.
- Blackrock investor believes that Tesla should prioritize compact cars over robot taxis, and does not expect full autonomy until 2030.
- Linear relationships in predicting the future of Tesla's car driving capabilities are no longer valid, as the paradigm has shifted to using GPUs and end-to-end training.
- Tesla is working on a vehicle platform that will allow them to produce multiple vehicles, with a focus on prioritizing more on Robo taxi and less on conventional driven vehicles, while building flexibility into their hardware development model.
- Tesla is moving away from a linear software model, with the ability to make dramatic improvements and access aggregate data that no one else has, allowing them to postpone decisions and focus on building a hardware model for robot taxis.
- Black Rock is one of the biggest investors in Tesla, owning 5.9% of the company, and they have 1 trillion dollars in assets under management.
-
22:30 📈 Blackrock investor discusses impact of robot taxis and infrastructure investment for AI, highlighting Tesla's leadership in energy storage and autonomy.
- Blackrock investor discusses the impact of robot taxis on society, the need for infrastructure investment for AI, and the economic impact of energy consumption.
- Investing in data centers and AI technology, along with decarbonization efforts, will require trillions of dollars and the United States is leading the way, with other countries also showing interest in this opportunity.
- Blackrock is a huge investor in Tesla and sees their leadership in energy storage, autonomy, and robot taxi efforts, with a focus on solving autonomy and robotaxi at scale.
-
25:49 🚀 Tesla is leading the way in data center, inference, and autonomy with investments in infrastructure and real world AI training, and Blackrock sees potential in areas such as Robo taxis, energy storage, and data centers.
- Data center usage is a current bottleneck, but capacity is increasing and efforts are being made to solve for bottlenecks in the grid feeding data centers.
- Tesla is at the forefront of massive growth in data center, inference, and autonomy, with investments in infrastructure and real world AI training for vehicles.
- Blackrock is seeing potential in Tesla's future in areas such as Robo taxis, energy storage, and data centers, as indicated by their large GPU purchases and focus on revenue and margins.
-
28:50 🚀 Blackrock owns 5.9% of Tesla and is bullish on its future, with a focus on FSD subscription, robotaxi, and energy.
-------------------------------------
Duration: 0:29:36
Publication Date: 2024-04-16T13:30:55Z
WatchUrl:https://www.youtube.com/watch?v=l-FxgvtrIOM
-------------------------------------