TESLA Shares Breaking Out , Robotaxi Expansions and FSD 14

Tesla Robotaxi Expansion

🚕 Q: How many vehicles will Tesla's robotaxi service require in the SF Bay Area and Austin?
A: Tesla's robotaxi expansion will need 2,000-5,000 vehicles for the 1,000+ square mile SF Bay Area and 160-400 vehicles for Austin, assuming 5 cars per square mile.

🗓️ Q: When will Tesla's robotaxi service become open access?
A: Tesla's robotaxi service will be open access next month, allowing anyone to book rides with no restrictions on usage.

Full Self-Driving (FSD) Updates

🚗 Q: What improvements are expected in Tesla's FSD 14?
A: FSD 14 will have 10 times more parameters than the current version, potentially providing a 4x improvement in miles without problems.

📊 Q: How safe has Tesla's FSD been in recent testing?
A: Tesla's FSD has had only one safety incident in almost two months of 15,000-20,000 miles of unsupervised driving.

Tesla's AI and Simulation Capabilities

🖥️ Q: What new AI capabilities is Tesla developing?
A: Tesla's XAI is developing video capabilities that can create unique worlds on the fly with no programming, featuring super realistic physics for simulated situations.

⏱️ Q: When does Elon Musk expect unsupervised driving to be completed?
A: Musk is extremely confident that unsupervised driving will be finished within three to six months.

Marketing and Adoption Strategies

📱 Q: How can Tesla increase usage of its robotaxi service?
A: Tesla can use free trials and promotions to significantly increase usage of its robotaxi service.

📣 Q: What strategies are essential for increasing FSD adoption?
A: Advertising and pushing free trials are essential strategies to increase usage of Tesla's FSD technology.

Future Tesla Products

🚙 Q: When is the Compact Model Y expected to be released?
A: The Compact Model Y is expected to be released in October or September.

🚛 Q: What are the production plans for Tesla Semi?
A: Tesla Semi production is expected to start this year with mass production next year, potentially becoming a huge thing in late 2026 and 2027.

Economic Factors

💰 Q: What tax changes are expected for chip exports to China?
A: Nvidia and AMD chips are expected to see a 15% sales tax or export tax on chips shipped to China.

📉 Q: What are the expectations for CPI and Fed cuts?
A: CPI is expected to be under 2% or 2.18% in the next report, with Fed cuts starting in May and three cuts by next year.

Robotaxi Expansion

🚗 Tesla's robotaxi service will be fully open in the Bay Area and Austin next month, requiring 2,000-5,000 vehicles for the Bay Area and 160-400 for Austin.

🌆 The expansion will necessitate 2-5 cars per square mile, covering 1000+ square miles in the SF Bay Area and a proportional area in Austin.

🔓 Open usage for anyone wanting to book will significantly increase demand and convenience for Tesla's robotaxi and ride-sharing services.

Technical Advancements

🧠 The upcoming FSD 14 update is expected to be a major breakthrough, with a 10x parameter improvement per month post-update.

🚀 This improvement indicates a significant increase in autonomous driving capabilities, potentially leading to mass adoption of Tesla's robotaxis.

Logistical Challenges

⚡ The expansion will require a substantial increase in infrastructure, including charging stations, maintenance facilities, and customer support.

🔧 Managing the increased fleet size and infrastructure will pose significant challenges for Tesla's logistics and supply chain management.

Market Impact

📈 The robotaxi expansion is likely to be a major growth driver for Tesla, potentially causing a stock price surge and increased market value.

🏆 Tesla is projected to surpass Waymo in robotaxi capabilities within the next two to four months.

Future Implications

🔮 The expansion and technological advancements could lead to a paradigm shift in urban transportation and autonomous vehicle adoption.

💼 Successful implementation may position Tesla as a dominant player in the ride-sharing and autonomous vehicle markets.

🌍 The model established in the Bay Area and Austin could serve as a blueprint for global expansion of Tesla's robotaxi services.

• 00:00 🚀 Tesla's stock poised for breakout to $400-420 range amid positive developments, including FSD 14, robotaxi expansions, and favorable regulatory environment.
  • Tesla's stock broke out above 338, potentially leading to a quick surge to 400-420 range with little resistance, although a false breakout is still possible.
  • Tesla's stock is poised for a breakout due to positive developments, including a strong Model Y order backlog, upcoming FSD 14, robotaxi expansions in California and Austin, and a favorable regulatory environment.
  • Tesla's shutdown of the Dojo team doesn't necessarily mean a complete halt to Dojo production, and may be related to the upcoming use of the AI6 inference chip.
  • Tesla is making and buying substantial amounts of chips, including around 100,000-120,000 Nvidia chips and potentially 100,000 in-house Dojo chips, for use cases like FSD simulations.
  • Tesla is considering a shift in focus from training AI with large amounts of chips to using more efficient chips, like AI6, for inference and certain types of training compute, potentially leading to a new architecture like "Dojo 3".
  • The possibility of Tesla selling their robotaxi technology depends on its quality.
• 08:50 🚗 Tesla is making rapid progress on FSD and robotaxi, with Elon Musk aiming for unsupervised driving in 3-6 months and robotaxi rollout in 6 weeks.
  • Tesla's AI5 and AI6 design teams exceeded expectations, outperforming the Dojo team, which lost about 20 people to a startup.
  • Elon Musk may have limited investments in certain areas, like chips and data centers, to focus on product categories with high potential returns, prioritizing talent in those areas.
  • Elon appears extremely comfortable and confident with Tesla's FSD and robotaxi progress, aiming for unsupervised driving within 3-6 months and robotaxi rollout in about 6 weeks.
  • Tesla's robotaxi has driven nearly 15,000-20,000 miles without a major safety incident, demonstrating a high level of safety that could enable unsupervised driving with further improvements.
  • Elon Musk is excited about advancements in AI-generated video, which could enhance simulated training environments for Full Self-Driving (FSD) and other applications.
• 14:50 🚗 Tesla is expanding its robotaxi service, advancing FSD 14 capabilities, and poised for significant growth with potential new model releases.
  • A survey of 18,000 people found that hands-off, semi-autonomous driving for highway use is the top requested feature for car buyers, aligning with Tesla's FSD capabilities.
  • Elon Musk announced Tesla's robo taxi service will be open access next month and FSD 14 capabilities are advancing, with growing demand for hands-off autonomous driving.
  • To make robotaxi expansions work, a large number of cars are needed, with estimates suggesting around 160-400 cars for a 80 square mile area like Austin and potentially thousands for a larger area like the Bay Area.
  • Tesla should consider advertising and offering free trials for Full Self-Driving (FSD) to increase usage and adoption, given the large number of vehicles being sold without the feature.
  • Tesla's robotaxi expansion, FSD 14, and potential new model releases, including a compact Model Y, semi production, and breaking through levels, are indicating significant changes and a promising outlook for the company.
  • Trump's proposed 15% sales tax on Nvidia and AMD chips exported to China may boost revenue for both companies, as China will likely purchase their chips despite being able to make its own.
• 23:48 💰 The speaker expects favorable economic conditions, including a potential beat on CPI estimates and interest rate cuts, to boost Tesla's stock and overall market.
  • The speaker expects the CPI to potentially beat estimates, possibly coming in under 2% compared to the pundits' predicted 2.8% year-over-year headline number.
  • The Federal Reserve is expected to cut interest rates, potentially with three cuts this year and more next year, as the economy shows signs of deterioration and inflation remains under control.
  • The estimated tariff increase impact on consumers is between 0.4% and 3.2%, calculated by applying a 15% tariff to 11% of GDP and adjusting for various absorption rates.
  • The speaker believes that despite potential price increases from tariffs, inflation will remain under control, and a stabilized solution with trade deals, tax cuts, and a strong economy will be achieved in time for the midterms.
  • Estimates suggest 250,000 to 350,000 employees could be cut, and up to 700,000 illegal immigrants could enter the job force, significantly impacting employment numbers.
  • The US job market is experiencing a shift, with 3% of women with young children leaving the workforce, and job gains of 70,000 per month considered a good number, while companies are using AI to make better use of existing employees rather than hiring new ones.
• 34:56 🤔 Economic growth may get a boost from stimulus efforts, geopolitical wins, and potential peace deals, despite current pressures from a slowdown in the housing market.
  • Tax cuts and potential peace deals, particularly between Ukraine and Russia, could have a stimulative effect on the economy, lead to lower energy costs, and be anti-inflationary.
  • The economy is under pressure due to a slowdown in the housing market, which could lead to bumpy economic growth, but stimulus efforts are expected to eventually boost spending.
  • Geopolitical wins, such as OPEC increasing production and foreign investment from companies like Apple, are expected to boost the economy and employment over the next year or two.
  • The president's potential takeover of Washington DC to clean up its high crime rates is understandable, given the city's current state resembles a "night of the zombies" and someone needs to take action to fix it.
  • Cleaning up areas like MacArthur Park in LA or parts of San Francisco can be done temporarily, as seen in examples where cities prepared for events, suggesting that with effort, similar results could be achieved more permanently.
• 40:23 🚨 Cities can be quickly transformed and cleaned up by increasing police presence and enforcing laws.
  • Law enforcement and courts can effectively address crime and safety issues when given the opportunity, as seen in Oakland's Chinatown during COVID.
  • Cities can be transformed and cleaned up quickly, within a week or a year, by increasing police presence, enforcing laws, and deterring crime.
  • The speaker questions whether Trump has the authority to declare a national emergency in Los Angeles, which hosts multiple major events next year, in order to impose his policies.
  • The speaker suggests that if someone has the will and support to take bold action, they can push through with it, potentially forcing opponents to react and defend their stance.
• 44:23 🚀 Tesla's stock is breaking out, driven by AI, robotaxi expansion, and potential Fed rate cuts, with predictions of all-time highs and a broader economic recovery.
  • Tom Lee predicts the S&P will reach 6,600 by end of August, driven largely by big tech stocks like Meta, Microsoft, and Nvidia, which make up 35-40% of the S&P 500.
  • Tesla's stock may reach all-time highs, driven by AI and robotaxi expansion, but a broader economic recovery, potentially aided by Fed rate cuts, is needed for the average person to feel the benefits.
  • Tesla's stock price surged to $339, up $9.36, and is rising further in pre-market trading, potentially influenced by upcoming CPI numbers and bond market performance.
  • Bitcoin and gold, as alternative hard currencies, are showing strength, with Bitcoin potentially leading the market, and its performance even positively correlating with Tesla's stock performance.
  • The speaker analyzes fluctuations in metal prices, such as copper, in relation to US tariffs and manufacturing, suggesting some relief may be needed.
  • Tesla's energy production, particularly from Shanghai, is expected to significantly increase by Q3 and Q4, with a potential 50% boost to reach 15 gigawatt hours.
• 54:58 🚀 TESLA shares are predicted to reach $15 and a second live stream is scheduled for 7:45 PM.

WatchUrl: https://www.youtube.com/watch?v=m3jTunxhy6Q