테슬라 FSD, 사실상 전 세계 배포!! 미국 신용 쇼크? 이보다 중요한 것은 FSD와 옵티머스입니다! IR팀의 신규 정보 공개!

Summary

The video discusses Tesla's latest developments, including a rare post by Elon Musk showcasing a 48% rise in Tesla’s stock price. It highlights Tesla's financial growth, contrasted with rivals like Rivian. The focus then shifts to Tesla's autonomous driving (FSD) capabilities, with successful tests in Paris, Melbourne, and China. The company’s advancements in AI, robotics, and energy storage are also explored, as well as the potential impact of Tesla’s upcoming products like Optimus robots and RoboTaxis. Finally, the video touches on the US credit downgrade and its potential effects on the stock market.

Takeaways

• 😀 Elon Musk shared Tesla's 48% stock increase chart, which is rare, showing his confidence in the company.
• 😀 Musk responded to former VP candidate Tim Walz, who had previously mocked Tesla's stock drop in March 2023.
• 😀 Tesla's financials show significant progress, with a shift from negative to positive free cash flow after nine years of losses.
• 😀 Rivian and other electric vehicle (EV) manufacturers have not yet reached positive free cash flow, highlighting Tesla's dominance.
• 😀 If EV subsidies in the U.S. disappear, other companies, excluding Tesla, face a high risk of bankruptcy.
• 😀 Tesla's Full Self-Driving (FSD) technology performed impressively in difficult environments, including Paris' 12-lane intersection and Melbourne's busy streets.
• 😀 Tesla FSD has now demonstrated its ability to work in various regions, including China, Europe, the U.S., and Australia, showcasing its global adaptability.
• 😀 FSD is becoming increasingly autonomous with reduced monitoring requirements, a step closer to a fully driverless future.
• 😀 Tesla's FSD technology is being compared favorably to Huawei's self-driving system, which failed to detect obstacles like smoke on the road.
• 😀 Tesla plans for significant growth with its Optimus humanoid robot and Robo-taxi networks, signaling rapid expansion in autonomous tech and AI-driven products.
• 😀 Tesla is focused on advancing its neural networks and AI computing power, with plans to release Dojo 2 by 2026, which could outperform current offerings like NVIDIA's chips.
• 😀 Tesla's expansion in energy storage with over 200 backup power units in Texas hints at future developments, including more large-scale energy solutions.

Q & A

What is the significance of Elon Musk sharing the Tesla stock chart showing a 48% increase?

Elon Musk sharing the Tesla stock chart showing a 48% increase is significant because it's a rare move. It highlights his confidence in Tesla's performance and serves as a rebuttal to critics, particularly Tim Woltz, who had previously mocked Tesla's stock decline.

How does Tesla's cash flow compare to that of its competitors like Rivian?

Tesla's cash flow has shown significant improvement, transitioning from negative to positive cash flow in recent years. In contrast, Rivian, which is still in its 7th year, continues to accumulate negative cash flow, highlighting Tesla's financial strength over its competitors.

What makes Tesla's Full Self-Driving (FSD) technology stand out?

Tesla's Full Self-Driving (FSD) technology stands out because of its impressive performance in complex, high-risk driving environments such as Paris's 12-lane junction and Australia's busy roads. Unlike other competitors, Tesla's FSD uses advanced AI to navigate safely and efficiently in these challenging conditions.

What role does Tesla's global expansion play in its FSD development?

Tesla's global expansion plays a crucial role in demonstrating the scalability and adaptability of its FSD technology. With successful deployments in various countries, including China, France, and Australia, Tesla proves that its FSD system can operate effectively across different driving environments and regulations.

How has Tesla's Full Self-Driving technology been compared to Huawei's self-driving technology?

Tesla's Full Self-Driving technology has been compared favorably to Huawei's self-driving technology. In a side-by-side test, Tesla's FSD was able to recognize obstacles like smoke and stop safely, whereas Huawei’s system failed to recognize the hazard, requiring driver intervention.

What is the significance of Tesla's plans for the Optimus robot and RoboTaxi network?

Tesla's plans for the Optimus robot and RoboTaxi network are significant as they represent the next major step in the company’s expansion beyond electric vehicles. With the potential to mass-produce thousands of robots and rapidly deploy RoboTaxis, Tesla is positioning itself at the forefront of both robotics and autonomous transportation.

What future developments in Tesla's AI and neural networks are being focused on?

Tesla is focusing on advancing its AI and neural networks with the development of Dojo 2, which is expected to provide cheaper and more efficient training for artificial intelligence models. The company also plans to release Dojo 3 by 2028, further boosting its AI capabilities.

How does Tesla's AI computing power compare to other companies in the industry?

Tesla’s AI computing power is expected to increase tenfold, positioning it as a leader in the industry. This surpasses competitors such as Nvidia, which currently plays a significant role in AI processing. Tesla's internal chips and neural networks offer more cost-effective and scalable solutions.

What was the impact of Moody's downgrading the U.S. credit rating on the market?

Moody's decision to downgrade the U.S. credit rating caused some short-term market volatility, with concerns about rising debt and deficits. However, historical trends suggest that markets tend to recover from such downgrades, and long-term investors should focus on company fundamentals rather than short-term market reactions.

What is the overall message Elon Musk is conveying regarding Tesla's future and investment strategies?

Elon Musk is emphasizing that Tesla’s future success lies in its technological advancements, such as FSD and the Optimus robot. He suggests that investors should focus on long-term growth driven by innovation rather than reacting to short-term market fluctuations or fear-driven news.