⚡ Tesla Takeover: The Unstoppable Power of AI! 🤖🔥

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hello everybody it's Tesla time as you know um  there's a lot of crazy things happening in the  

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world of AI and compute and I had a button undone  sorry about that um and it's time I'll be doing  

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this once a week from here on in because there's  so much changing AI compute is increasing a 10x  

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every 9 months AI will exceed the sum of all human  intelligence in less than five years and next year  

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AI will already be smarter than the smartest human  if it's not already these are things that you  

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need to know about and this is a story of AI and  disruption as you know uh ever since 2022 there's  

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only two narratives in our world if you follow  this channel you know what they are it's crypto  

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and it's AI this is going to be the AI portion  we're going to break it down and this is very  

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very important and anybody watches this channel  anyway I know you got two bags crypto AI Tesla  

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anyway they uh we're going to talk about a lot of  AI stuff very very exciting but Tesla currently  

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have nearly 7 million vehicles on the road they're  doing 2,000 miles a second and that's all being  

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used to train AI at scale and Tesla now has three  of the world's largest AI clusters for what we'll  

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see and this will be heavy on robot tax energy  valuations price targets ta competition and a  

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ton more so sorry for the long intro and thank you  w and patreon that make this possible uh the dumb  

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founder here every day working towards the path of  Financial Freedom patreon member LF GGG yes let go  

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go go thank you yes and again in investing got to  be in the 1% of assets because they are the ones  

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that make a difference and you can go back all the  way 130 140 years same story every time let's get  

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into the story today though this is inspired by  the Tesla AI road map that was Unleashed and thank  

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you to the mods in the chat K8 Shan dony T&D Tesla  love you guys but uh Tesla shot up nearly 6% this  

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morning after a big gain yesterday as well Tesla  was 200 bucks on Thursday last week so less than a  

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week it's gone up you know more than 15% thank you  d travels but um the stock is still down for the  

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year but now everything is coming to a head if you  look at this road map okay very quickly you'll see  

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he I think Elon said in a conference call in July  it was likely to launch FSD overseas by the end  

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of this year or early next well it's happening yes  they may need some regulat regulatory approval in  

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certain countries but you can't stop advancements  in this area China as well and here you can see  

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the road map the Tesla AI team again it's an AI  company AI robotics company people think it's a  

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car company it's not the robots happen to have  wheels there any difference but 12.5.2 is coming  

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out cyber TR AO Park cyber truck FSD end to end  stack on on network on highway is coming to uh  

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unpark uh Park and reverse and FSD is coming as  well I think that's kind of what they call banish  

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it already has ass right now which was launched  and version 13 is coming with Sixx improved  

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miles between necessary interventions I know some  people that can drive 250 Mi and 300 mil with zero  

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intervention that means they can go 1,800 miles  without an intervention and again the hugest news  

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of course q1 2025 FSD in Europe and FSD in China  no problem with regulatory approval in China it's  

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going to happen we're going to break down what  that means as well for the stock price too now  

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Tesla another view of it uh what does rolling out  to China and Europe actually mean well Tesla have  

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about 2 million cars running around in China  and about 2 million in Europe and 2 million in  

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the US and another million in different parts of  the world that's 6 million cars and of course me  

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being a numbers guy what does that mean for the  stock so let's throw together a very crude little  

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simple table and I've done very very sophisticated  price prediction models with with hands and CERN  

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and others but just take this hey Rusty Woods  North America EU and China 6 million Vehicles  

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the percentage converting to FSD I assume just 15%  being the conservative low bag that's the number  

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of cars next year potential potential 900,000  if the monthly subscription fee is 100 bucks  

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that means annual revenue 1.08 billion if it's 20%  conversion 1.44 billion if it's 20 5% conversion  

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1.8 billion and a very conservative impact on the  stock price would be 26 bucks for 15% conversion  

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$35 for 20% and $44 for 25% remember these are  extremely conservative numbers but if you've  

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tried FSD if you've used it if you've seen all  the iterations you will not get behind the wheel  

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of a car without it we'll talk about safety in a  little while too but what does this mean it's not  

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just how many people would convert pay 100 bucks a  month imagine you're selling a car for 30 40 Grand  

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that turns into a SAS software model as well that  is the really exciting thing that people have to  

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get their heads around but there's more because  there are three oems one two three that are in  

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talks with Tesla to license their FSD right now  as we speak we know in 5 to 10 years definitely  

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well somewhere between 5 and 10 years probably  sooner if a car doesn't have FSD it may not even  

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be allowed on the road and it'll be completely  obos it' be a dumb car but look at this this is a  

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story of Volkswagen and rivan Volkswagen to invest  $5 billion in EV star rivan for a software license  

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so they can understand how to make software  work on a car $5 billion what would happen and  

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an FSD rivan doesn't have any FSD they've got  something that plays music and Bluetooth maybe  

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the ability to do an over thear update that's it  FSD is the Crown Jewel can you imagine what it's  

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worth imagine 3 OEM spending more than 5 billion  maybe a lot more and ongoing Revenue too it's  

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it's mind-blowing let's get into the AI though  and talk about how size matter is ladies and  

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gentlemen this is from Brett winon from Arc and uh  he said Facebook has 10x proprietary language data  

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on database as was used to train llama models and  images they have 20x more than that and Instagram  

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and YouTube have 2X more than that and uploaded  video and yet Tesla's data capture ability dwarfs  

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all at another 20x it's very difficult to see  what this looks like in scale so here's another  

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chart to give you some perspective of how much  data not only do Tesla have but how much they've  

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been mining for eight years plus every car  records everything and uploads it to a massive  

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number of data centers but this is Tesla size  versus YouTube Instagram meta Etc and YouTube  

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which is a monster which is what we're on right  now is a spit in the bucket compared to the data  

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that Tesla has a lot of people talk about all  these AI players and competition nobody nobody  

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is using data for real world AGI baby AGI  applications except for Tesla and few see it  

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but they're waking up we'll talk talk more about  them waking up too and also AI is not dead it's  

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extremely hot AI companies captured 35% of us  startup investment up 169% since 2022 and 106  

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million was raised by non aai in the US this year  it's pretty big AI is Big we know investing has  

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fallen down but it's all AI or nothing now this  is a Tesla slide too a proof how Tesla is the  

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leader in real world AI stuff like insurance is AI  driven robot taxi AI driven FSD AI driven Optimus  

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AI Driven Auto bidder AI driven energy storage to  some extent I don't know about lithium refining if  

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that's AI driven or not but service and collision  as well it's incredible the Collision warning  

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system unbelievable there's a great video go go  search it on on Twitter as to how a cyber truck  

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avoided a collision a car was overtaken another  car in the wrong lane and literally the Cyber  

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truck evaded action which is only possible because  of the speed because of four-wheel steering but it  

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got out of the way and missed it by like an inch  this is the stuff that nobody else can do anyway  

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let's talk about three of the largest AI clusters  in Earth from Whole Mars catalog Elon co-founded  

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and provided the initial seed capital for open  Ai and then he got shafted stabbed in the back  

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we'll talk more about that too in a minute and  the startup XI is built up a 100K GPU cluster  

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and Tesla in Texas has another 100K cluster  and another 35k cluster of h100s in California  

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they also have Dojo running and up and live and  these models will be used for FSD and Robotics  

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and ultimately will be used by many many millions  of people this is all happening the player with  

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the most compute will win that's it we already  know who that player is and they're applying  

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this compute to a real world use case which is  stunning and shout out to Sawyer Merit 7 million  

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cars driving 2,000 m per second that's where  we are right now that is an average estimated  

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62 billion miles per year and again all of that  data is being mined and farmed now despite this  

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huge AI picture that I painted for you all  media hate Elon this is the biggest snub in  

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the history of the world uh MSM ignore Elon as  he's a threat to them in every way they talk  

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about the time 100 AI most influential people  100 people Elon doesn't make the list he should  

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be by far in way the king of the throne it's a  complete joke that they leave him off the list  

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and he's the only player on the planet doing  baby AGI and instead they have a singer Swift  

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something is on the list explain to me please  how swift is an AI influencer I don't know

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this world is full of crap and the sooner you  guys wake up to it and realize it the better  

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off you will be ignore mainstream media they  have lost their way many years ago but it's  

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getting even more extreme now too so and other  news too within 26 trading Days by the way I  

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count trading days not days days 26 trading days  Tesla robot taxi will be running around Hollywood  

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and this is an AI rendering of what it look like  probably a two-seater we'll see if we actually  

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see it other either way other cars will be enabl  to run around too it's going to be exciting and  

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I know expectations are high but I do believe  Tesla stock will be under constant accumulation  

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up until the 10th of October I've haven't saying  that for weeks now and it has been so we gone from  

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170 bucks up to 231 now or something so it's  under gradual accumulation because the Wall  

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Street analyst folks are waking up Time Magazine  not so much Wall Street yes and I haven't even  

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talked about Bots they have have a thousand of  these puppies working in their factories next  

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year doing real work 1,000 maybe 3,000 depends  on how quickly they can scale them and I'm not  

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even talking about insurance Tesla insurance is  a game changer I'm working on another thing about  

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total cost of ownership and how literally Tesla  insurance monitors you're driving in real time  

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realtime behavior and it will personalize premiums  based on actual risk unbelievable compared to the  

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traditional world that paints with Brad brush  one size fits all pricing higher premiums to  

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cover risks this will all be bundled into the  vehicle soon your financing your insurance maybe  

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whatever else your FSD you're supercharging in the  bundle packages and nobody nobody can do this the  

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insurance industry has been trying to do realtime  monitoring of driver behavior for at least 10 or  

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15 years now I've never gotten it to work Tesla  just does it they know exactly how good or bad  

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you are as a driver they will ding you so we have  a friend of the channel Jeff Lutz his price is  

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tanking his insurance Price is tanking because his  driving is exceptional but if you are speeding or  

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driving drunk or running red lights your price  will go up that's maybe the time you need to go  

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to your Geico or Progressive as well and let them  do the low of large number stuff now unless I did  

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promise they're waking up this is Blair they  now call Tesla the apple of energy says a new B  

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bullish call On The Stack it's like the apple of  energy what does that mean is they they becoming  

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utility it could have many different meanings but  of course if they're saying Apple they're talking  

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SAS software and energy ties into everything  because battery storage is one of the big S curves  

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the big fors curves that's colliding right now and  I made a video or a white paper I can't remember  

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what it was but how Tesla should easily easily  be valued at a market cap of $1 trillion based  

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on energy alone the deals that they are doing  are huge and they're all very lucrative this is  

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the um installation of the first 444 Tesla MEAP  pack batteries in underway at the first stage of  

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a 600 megawatt renewable energy Hub in Victoria  Australia one of the biggest grid scale batteries  

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in Australia and this will cost nearly half a  billion dollars and Tesla remains a market leader  

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in EVs and the market leader in energy storage  too but hey what does that mean you know the  

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competition maybe the competition are coming yeah  sure whatever and Georgia in the United States  

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doing the same thing another half a billion dollar  plant well $450 million uh in the United States  

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Georgia your power secur a battery and Equipment  Supply agreement I think they call them beas for  

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500 megawatt 2,000 megawatt hours portfolio made  up of four projects of varying sizes again these  

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deals are all monstrous everything tala does they  do it at extreme scale oh speaking of guess who  

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has the biggest building in the world and also  the biggest Factory in the world that's the Tesla  

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gigafactory and by the way just got bigger so  they put on a huge extension which is the AI data  

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cluster at the back end I think it's on I don't  know which I think it's on the far end the far end  

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from here on the right hand side but Giga Texas  is the largest Factory building in the world by  

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volume and according to somebody's calculations  you could fit 194 billion hamsters in this  

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building hope nobody tries that at home everybody  don't try to put 194 billion hamsters in your  

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building and this thing is scaling uh this from  Joe techm friend of the channel shout out to him  

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he did a fly over a few days ago over a thousand  cyber trucks which actually they shipped all of  

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them out of there in one holiday Sunday while  the world is on vacation and everything else this  

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Factory does not sleep and they are pumping these  things out the Handover fist I reckon they're at  

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a weekly run rate of at least 16,700 right now and  they've got over 30,000 of these already built and  

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they're ramping fast probably by 70,000 capacity  by the end end of the year so fun to watch and  

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China is also ramping up in China 14,400 Tesla  Insurance registrations were reported for the week  

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of August 26th to September 1st and the quarter is  up 30% quarter over quarter and over 10% versus at  

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the Q3 of 2023 and it's the best quarter after  8 weeks but still you know we need a little bit  

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more to make it a bumper year and everything is  going up in the right direction which is good now  

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a little bit of other Tesla news too that popped  out Tesla continues its run as the leader in brand  

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loyalty with a rate of 68 67.8% um I think for the  first half of 2024 which is like no other brand  

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out there and model three is even higher if you  look at the specific model with the brand lineup  

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loyalty rate of 72.1% I know it may not sound  like a lot but it's higher than anything else  

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that's out there but there's another area where  they're leading as well and this is an interesting  

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statistic because not only do the cars drive  themselves but you can drive them off a cliff and  

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your whole family will be safe again don't do that  at home everybody but accident avoidance is also  

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Paramount Tesla is now the least likely vehicle to  be involved in a fatal accident and I know these  

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numbers might be a little bit weird and misleading  but if you look at total occupants invol involved  

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in fatal accidents between 20177 and 2022 that's  6 years there 490 people yes it's terrible that  

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anybody dies but Ford have killed 55,000 people  just some perspective there now there probably  

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more Fords on the road than there are Teslas  they been around for a long time but there are  

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over 2 million Teslas on American roads this is  American data by the way and if you look at the  

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other numbers you got Land Rover 575 you'd think  huh that's kind of close to Tesla but remember  

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there's only 100,000 Land Rovers on the road if  that and then you have Isuzu 709 there's only  

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15,000 isas in the United States so you have to  put things in perspective yes there's a lot more  

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forwards but there's a lot less Land Rovers and  again the odds if you want if you care about your  

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life and your safety you drive like a maniac you  may want to consider a Tesla so not driving advice  

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let's look at some charts first of all a little  bit of perspective of where we are with Tesla as  

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well there's a lot to cover here from CERN Basher  friend of the channel Teslas has a 41% average  

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return over the last 14 years and yes trust me  I know the last three years have sucked but zoom  

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out sometimes and look at the big picture and sir  I hope you don't mind add a little rocket ship to  

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your chart to show you where we're going next  because things will be be absolutely crazy and  

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exactly 8 weeks ago I talked about having made a  video called pair trade of the decade and uh I was  

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ridiculed and mocked saying I'm an idiot there's  no way Tesla will outperform Bitcoin but I said  

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eight weeks ago to the day 4th of July 2024 pair  trade of the decade the multiples by 2032 based on  

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my price target analysis and I've done nothing  but build price targets and pricing models for  

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Bitcoin and Tesla since 2017 it's not like I'm new  to this like six seven years worth of models I got  

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hundreds of them but I believe that Bitcoin could  do a 9.34 x from the current price at the time was  

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66,800 Tesla could do a 27x and at the time was  177 bucks and they are all my price targets take  

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your pick pick your poison um the bear case for  Bitcoin 2032 is 331k bare case for Tesla 2,681  

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bull case for Bitcoin 9986000 just shy of  a million bucks by 2032 and excessive case  

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for Tesla's $88,000 from my video8 ways to 8K and  that's heavily dependent on Bots being a success  

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and therefore eight weeks ago you would have made  a 9x hypothetically this model shake out and you  

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take an average of all you would have made a 9x  on bitcoin or a 27x on Tesla if we we get to these  

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Targets in 2032 which is no longer that far away  but what's stunning is what happened in the last 8  

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weeks the pair swing is up 55% eight weeks ago if  you flipped one Bitcoin into Tesla you would have  

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got 377 shares and that is now worth over $887,000  and Bitcoin has fallen 16% to 565 so if you look  

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at the pair trade Tesla's up 31% bitcoin's down  16% that results in a 55.5% gain in 8 weeks so  

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yes it has been interesting let's talk about  some financials first and what's important I  

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shared this before probably nearly a year ago  this is from Jeff Bezos who never focused on  

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earnings earnings per share or profit and he knows  those numbers are flawed okay every should look at  

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free cash flow per share income CERN Basher again  free cash flow is everything this is a cumulative  

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operating cash flow free cash flow for Tesla  since the beginning of time and it's going up  

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and getting stronger all the time which puts Tesla  in a very very strong position and why kill the  

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PE Ratio well because of earnings manipulation  it ignores capital structure and volatility in  

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earnings as well so that's why Tesla is a very  special cat just like Amazon back in two 2001  

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2002 to everybody rode off as being dead but the  free cash low was kicking off was Unreal nobody  

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saw that because they were looking backwards at  Peg ratios and P ratios anyway a little bit of  

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history there also the competition are failing  fast this from CNBC in Europe a declaration of  

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bankruptcy the unions lash out as Volkswagen waste  possible German plant closures and I could talk  

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about Ford and GM and Volvo and stellantis and all  these other players they're all in a world of hurt  

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they are all retrenching the revolution is coming  and they are walking away from it it's going to  

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be a fatal mistake and all these companies will be  bankrupt unless they get bailed out by governments  

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and Volkswagen sadly is planning to close two  plants for the first time ever um and this is a  

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beautiful little piece from connecting the dots  Karma says dis de and die I actually thought  

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that was the best phrase I've ever read all year  because I like alliteration but this is when not  

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only did Time Magazine D Elon Musk but Volkswagen  dissed Herbert de who warned them what was coming  

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who said they need to really pull themselves up by  the britches revolutionize everything real fast or  

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Tesla will destroy them he said that two or three  years ago they flicked him that was a freaking  

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mistake any who um the other fun news ties into  this story too is you got your two dogs and fleas  

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merging together partnering Etc and as I mentioned  at the beginning Volkswagen to invest 5 billion in  

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EV startup rivan well it looks like Volkswagen  will probably not be able to pay for this no mun  

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no fun so rivan don't Bank on that money and all  of the competition are retrenching and they're  

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building hybrids let me explain one more time  why hybrids are stupid okay real simple increased  

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comp complexity and many points of failure you  got a petrol gasoline engine whatever with an  

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electric engine higher manufacturing costs higher  maintenance costs higher repair costs inefficiency  

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in all conditions heavy and slow environmental  impact and they are no longer cheaper than battery  

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electric vehicles price par is gone so hybrids  will be gone too in 3 to 5 years they only do  

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them now because it's what they know and they're  falling back on it and they think oh we're green  

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and stuff and they're not at all not at all anyway  let's look at the first another chart this is  

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Tesla on the ATR model and remember yes it's been  a choppy period over the last 3 years we are now  

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at level three and a half up to level six the gain  to level six which is the alltime high is 80.5 4%  

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from where we are today and the chart is looking  strong we are going to rebound at least for the  

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next 26 trading days and then we'll see what the  robo taxi show is like it'll be fun let's talk  

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about some analysts as well these are the $400  price Target analysts Alfie Quant donor financial  

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genius Randy Kirk's in there Aran vest Sasha  yansen Tom Nash Bruce benworth Lord pretty Flo  

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also friend of the channel uh and a whole bunch  more whole Mars catalog these are and of course  

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you would have 420 on there um but the point is  you got a mix of retail analysts and professional  

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analysts and by the way the retail analysts tend  to know a lot more than the professionals but as I  

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mentioned the analysts in Wall Street are warming  up to this a another price Target just reiterated  

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today live fresh Morgan Stanley who are probably  the number one Wall Street firm that understands  

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Tesla more than any other Wall Street firm they  maintained a $310 share by Morgan Stanley good  

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news and this is Big Wall Street are waking  up Tesla up nearly 6% best performer in the  

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S&P 500 and NASDAQ 100 so far from day to talk  everybody understands AI is Big everybody except  

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for Time Magazine understands Elon Musk is  the top player in this space and he has killed  

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himself to make this happen this is the genius  of Our Generation who is the most hated human

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which he's always Under Fire and he's  firing in all cylinders and he's driven  

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by hate which is is great so the future is  very bright and he's a genius of our time