Tesla's progress in Full Self-Driving (FSD) technology and the potential for robotaxi services could significantly impact the future of transportation and the company's long-term business performance
Questions to inspire discussion
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Why is there a disconnect between Tesla's business and stock performance?
—The disconnect is due to stock price being influenced by public perception and circumstances, not just business performance.
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What is the potential impact of Tesla's progress in Full Self-Driving (FSD) technology?
—The potential impact includes significant future value increase and the potential for robotaxi services.
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What are the challenges in Tesla's progress with Full Self-Driving (FSD) technology?
—Challenges include limitations in recognizing safety critical situations and specific challenges in different driving environments.
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What is the potential for Tesla's robotaxi services?
—The potential for robotaxi services is significant, with the ability to alleviate transportation issues in densely populated areas and tourist destinations.
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How is Tesla addressing the shortage of taxi drivers and traffic issues?
—Tesla is addressing these issues through the potential for robotaxi services, which could generate significant revenue and alleviate traffic congestion.
Key Insights
- 🚗 With Tesla's announcement of the reveal of Robotaxi on August 8th and Elon's comment that they'll go all out in autonomy, the rate of progress for FSD driving is now more important than ever.
- 📈 Tesla is a long-term business, not just a short-term investment, and the overall business performance is what matters.
- 📈 Tesla's ability to reach 25.2% gross margin in just 18 months is unprecedented in the auto industry.
- 📉 Tesla's stock is being punished while other OEMs fail to execute on their announcements and yet don't get punished the way Tesla does.
- 📈 The progress of FSD has been tremendous, with significant improvement from V12 to V12.3 and even 12.3 to 12.4.
- 🚗 Tesla's self-driving capabilities are so advanced that it can drive itself and make turns on its own, surprising even the passengers.
- 🚗 The shortage of taxi drivers is causing 10 cars to sit idle, highlighting the potential for a robotaxi solution to fill the gap.
- 🚗 The demand for robot taxis could alleviate traffic and reduce the need for personal vehicles in densely populated areas.
- 📈 The revenue generated by robotaxi vehicles could be five times more than regular cars due to their continued use, making them a lucrative investment.
#Tesla #Robotaxi
XMentions: @herbertong @sa_futurist @edgecase411 @HabitatsDigital
Clips
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00:00 📈 Tesla's stock is down despite the potential of the Robo taxi business, but the speaker sees it as a buying opportunity due to the long-term potential of the business.
- Tesla's announcement of the reveal of Robo taxi and the importance of progress in FSD, along with the potential Robo taxi business, has created a disconnect between the state of the business and the stock.
- The disconnect between Tesla's falling stock and improving business is common, as stock price is not solely based on business performance but also on public perception and circumstances.
- Tesla has shown tremendous progress over the years, with unexpected jumps in business performance and consistent profitability, despite being under a microscope and facing different treatment compared to other tech companies.
- Tesla stock is currently down, but the speaker sees it as a buying opportunity due to the long-term potential of the business and their previous successful investment in Tesla.
- Tesla's stock has experienced ups and downs, but there is potential for a significant increase in value.
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04:22 🚗 Tesla's success is driven by unexpected factors like Tesla energy, with the stock market not expecting much from the robo taxi and compact car platform, despite their potential impact.
- Tesla's success is driven by the Model 3 and unexpected factors like Tesla energy, despite the company's size.
- Tesla's model S program reached 25.2% gross margin in 18 months, which is unprecedented in the auto industry, despite increasing production.
- Tesla is executing on their announcements while other OEMs have failed to bring their concepts to fruition, resulting in a discrepancy in stock performance.
- The stock market is not expecting much from the robo taxi and compact car platform, but it has the potential to be impactful, although it may take time to reach its full potential.
- Tesla is facing criticism for their timeline in developing robotaxi, but it is unfounded considering their track record and the fact that no other company has publicly announced a deadline for perfecting robotaxi technology.
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08:40 🚗 Tesla's positive gains and profitability make it a standout company, but investors are concerned about high PE Ratio and expectations for future growth, with a potential shift in narrative if unexpected surprises or partnerships are announced, while also focusing on the potential for robotaxis and improvements in safety and comfort for Tesla's Robo taxi potential.
- Tesla's positive gains and profitability, slow but steady growth, and ability to navigate the current economy make it a standout company, but investors are concerned about the high PE Ratio and expectations for future growth, leading to a potential shift in narrative if there are unexpected surprises or partnerships announced.
- Tesla may potentially outsource their programs for sustainable transport and license out their app store for the car to third parties.
- Tesla is focusing on multiple opportunities, including the potential for robotaxis, and is efficiently using capital to progress in the auto industry, with a focus on the progress of Full Self-Driving (FSD) capabilities.
- Improvements in safety and comfort for Tesla's Robo taxi potential have been observed, with a focus on addressing common safety critical issues.
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12:24 🚗 Tesla's self-driving technology has made significant progress, but still has limitations and challenges to overcome in recognizing safety critical situations, with potential for robotaxi readiness and improvements in driving capabilities.
- Tesla's self-driving technology still has limitations in recognizing safety critical situations, but improvements are expected in future releases.
- The progress of FSD has been significant, with improvements seen in driving experiences and the potential for robo taxi readiness, although there are still specific challenges to tackle in different driving environments.
- The speaker discusses their experience with Tesla's FSD beta testing and the improvements in the technology, but also highlights that there are still significant challenges to overcome.
- The speaker discusses the potential of Tesla's robotaxi and the improvements in its driving capabilities, highlighting some remaining issues but also showcasing its ability to make unprotective left turns.
- Traffic is causing delays for FSD, but the potential for robotaxi is still significant.
- The speaker discusses the need to be assertive and wake up others when approaching obstacles while driving.
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18:08 🚗 Tesla's stock is falling due to misunderstanding of delays, but progress in self-driving technology is accelerating, with potential for shock to doubters and the robotaxi and compact car sharing the same platform for efficiency.
- FSD is still learning nuances, but a friend mistakenly thought the trial version was the new FSD.
- The car is able to drive itself, make turns, and return home without the driver's control, surprising the owner and their son.
- Progress is being made in the development of self-driving technology, with releases coming out faster and the potential to shock those who doubt its capabilities.
- Progress in solving unsolvable problems in self-driving technology is accelerating, with the key being to identify and train the system with more data through interventions by FSD beta testers.
- Tesla's stock has been falling due to misunderstanding and misinterpretation of the delay in the compact car, but the robotaxi and compact car will likely share the same platform for efficiency.
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22:44 🚗 Tesla is working on both the robotaxi and compact car models simultaneously, with a focus on global market presence and the bigger picture rather than stock market impatience.
- Tesla can work on both the robotaxi and unbox model simultaneously, and the platform allows for easy reconfiguration for different vehicle types.
- Tesla is planning to announce a compact car and sell it within three months to achieve volume sales at a lower price.
- The speaker discusses the potential for Tesla's new vehicle platform and factory in Mexico to improve efficiency and production, but notes that the stock market's impatience may impact the company's success.
- Compact cars are essential for countries with small streets and different lifestyles, and they will not be delayed or canceled.
- Different countries have different needs for transportation, with smaller vehicles being more practical in some places, and there is a necessity for a compact car for single or double occupancy.
- Tesla's global market presence and the increasing popularity of their vehicles indicate progress, and the focus should be on the bigger picture rather than getting lost in the details.
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29:07 🚕 The potential for robotaxis is huge due to the shortage of taxi drivers and the strain on infrastructure in tourist areas.
- The technology of self-driving cars could greatly benefit cities with high tourism, such as Kyoto, by alleviating the strain on infrastructure caused by the influx of visitors.
- There is a shortage of taxi drivers, with many cars sitting idle, and it takes six months to train a proficient driver, so the potential for robotaxis is huge.
- There is a high demand for taxis due to a shortage of drivers, resulting in extended shifts and the inability to meet the demand.
- There is a shortage of drivers in densely populated tourist areas, leading to increased traffic and the potential for robotaxis to alleviate this issue by providing reliable transportation.
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33:08 🚕 Tesla's potential for robot taxis could generate significant revenue in cities with gridlocked traffic, with regulation being the main obstacle.
- Robotaxis would be beneficial in smaller towns with limited transportation options, and there is a demand for them without job loss concerns due to regulation.
- Tesla's potential to produce robot taxis could generate significant revenue, with just a few cities needed to make a substantial impact.
- Regulation will be an issue, but the rate limit will be how many cars Tesla can produce, with cities vying to be the first to implement robotaxi services.
- Traffic is gridlocked, but the speaker emphasizes the importance of Tesla's FSD progress and the potential of robot taxis.
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Duration: 0:36:43
Publication Date: 2024-04-22T13:41:38Z
WatchUrl:https://www.youtube.com/watch?v=yRWv4nulmC8
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