Elon Musk Drops MASSIVE Predictions!
Summary
TLDRDas Skript spricht über die langfristigen Pläne von Tesla, die Nachfrage nach allgemein nutzbaren humanoiden Robotern zu steigern, die Produktion in den USA und China zu erhöhen und die autonome Flotte zu erweitern. Es betont die Bedeutung der autonomen Technologie für Teslas Wachstum und die potenziellen Marktkapitalisierungen in Höhe von 5 Billionen Dollar. Zudem werden Fortschritte in der Energiespeicherung und die Entwicklung neuer, erschwingener Modelle für 2025 angekündigt.
Takeaways
- 🚀 Die langfristige Nachfrage nach allgemein nutzbaren humanoiden Robotern wird mit über 20 Milliarden Einheiten geschätzt, weshalb die Produktion in den USA und in China erweitert wird.
- 📈 Tesla ist sehr optimistisch bezüglich des Fortschritts in Bereichen wie Fahrzeugautonomie und humanoiden Robotern und erwartet, dass diese Technologien den Markt erheblich verändern werden.
- 🏭 Tesla plant die Einführung von Optimus, einem humanoiden Roboter, der in den Fabriken eingesetzt und später auch an externe Kunden verkauft werden soll.
- 🚗 Die autonome Flotte von Tesla soll einen wesentlichen Faktor für den Wert der Marke sein, mit Schätzungen von AR Invest von etwa 5 Billionen US-Dollar oder mehr.
- 🛠️ Tesla setzt auf Skalenwirtschaft und Effizienz, um als der weltweit effizienteste Elektrofahrzeughersteller zu gelten.
- 🛑 Die Einführung von autonomen Robotaxis wurde um ein paar Monate verschoben, um wichtige Verbesserungen vorzunehmen und weitere Funktionen hinzuzufügen.
- 🌐 Die Erweiterung in Texas wird das größte Trainingscluster von Tesla beherbergen und ist für die zukünftige Produktion von Hardware und Software von entscheidender Bedeutung.
- 🔋 Die Energiespeicher-Abteilung von Tesla hat in Q2 Rekordumsatz erzielt und plant Investitionen in zukünftige Projekte, einschließlich der Infrastruktur für neue Produkte.
- 🛑 Die autonome Flotte wird durch die Verbesserung der Fahrt zwischen Eingriffsmaßnahmen von überwachungsbasierter in unüberwachungsbasierter autonomer Fahrbetrieb übergehen.
- 💡 Tesla hat Schwierigkeiten mit der Verfügbarkeit von GPUs und plant, seinen eigenen Dojo-Chip zu entwickeln, um mit Nvidia konkurrenzfähig zu sein.
- 🌳 Tesla sieht langfristig eine Zukunft der Überfluss, in der es keine Mangel an Gütern und Dienstleistungen gibt und jeder fast alles haben kann, was er möchte.
Q & A
Welche langfristige Nachfrage nach humanoiden Robotern vermutet Tesla?
-Tesla vermutet eine langfristige Nachfrage von über 20 Milliarden Einheiten für humanoide Roboter.
Welche Produktionsstätten erweitert Tesla, um die Produktion zu steigern?
-Tesla erweitert seine Produktionsstätten in den USA und baut eine Megafabrik in China, was die Produktion möglicherweise verdoppeln oder verdreifachen wird.
Was empfiehlt Tesla-Anlegern in Bezug auf das Vertrauen in die Autonomie von Fahrzeugen?
-Tesla empfiehlt Anlegern, die nicht an die Lösung der Fahrzeugautonomie durch Tesla glauben, ihre Aktien zu verkaufen. Wer glaubt, dass Tesla die Autonomie lösen wird, sollte Tesla-Aktien kaufen.
Was ist Teslas größter Wettbewerbsvorteil laut dem Skript?
-Teslas größter Wettbewerbsvorteil ist die Autonomie, neben Skaleneffekten und der Effizienz in der Produktion von Elektrofahrzeugen.
Wann erwartet Tesla die Einführung der Produktion von Optimus-Robotern für externe Kunden?
-Tesla erwartet, dass die Produktion von Optimus-Robotern für externe Kunden im Jahr 2026 stark hochgefahren wird.
Welche Fortschritte hat Tesla mit der Version 12.5 des Full Self-Driving-Systems erzielt?
-Version 12.5 des Full Self-Driving-Systems hat fünfmal mehr Parameter als die vorherige Version und vereinigt die Autobahn- und Stadt-Stacks, was die Leistung erheblich verbessert.
Was plant Tesla für die Zukunft der Energiegeschäftsbereiche?
-Tesla investiert in zukünftige Projekte, einschließlich Training und Infrastruktur, um zukünftige Produkte zu unterstützen, und plant, die Produktionskapazitäten sowohl in den USA als auch in China zu erweitern.
Wie reagiert Tesla auf die Konkurrenz im Markt für Elektrofahrzeuge?
-Tesla sieht die Konkurrenz von Elektrofahrzeugen als kurzfristige Herausforderung und ist der Meinung, dass Tesla weiterhin die besten Elektrofahrzeuge für die Kunden anbietet.
Welche Bedeutung hat die Dojo-Plattform für Tesla?
-Die Dojo-Plattform ist für Tesla von entscheidender Bedeutung, um sicherzustellen, dass sie über die notwendige Trainingskapazität verfügen, um mit der hohen Nachfrage nach GPUs konkurrieren zu können.
Wie plant Tesla, den Kunden die Nutzung der Selbstfahrfunktionen näherzubringen?
-Tesla plant, bei der Auslieferung neuer Fahrzeuge und bei Serviceterminen den Kunden die Nutzung der Selbstfahrfunktionen zu demonstrieren, um die Nachfrage zu steigern.
Outlines
🚗 Teslas autonomes Fahren und die Zukunft der Elektromobilität
Dieser Absatz spricht über die langfristige Nachfrage nach allgemein nutzbaren humanoiden Robotern, die Tesla produzieren könnte, und die Steigerung der Produktionskapazität in den USA und China. Es geht um die Begeisterung für die Fortschritte bei der Fahrzeugautonomie und die Prognose, dass Tesla mit dem Einsatz von autonomen Fahrzeugen einen Marktwert von mehreren Billionen US-Dollar erreichen könnte. Die Herausforderungen bei der Einführung von Elektrofahrzeugen (EVs) durch andere Hersteller und die Überzeugung, dass EVs den Kunden am besten dienen und der Transportsektor vollständig elektrifiziert werden wird, werden ebenfalls angesprochen. Zudem werden die Erfolge von Tesla im Energiespeicherbereich und die geplanten Investitionen in zukünftige Projekte erwähnt, einschließlich des Trainings und der Inferenz sowie der Infrastruktur für zukünftige Produkte.
🌟 Die Vision von Teslas Beitrag zur Energie- und Wirtschaftstransformation
In diesem Absatz wird die enorme Veränderung im Energiesystem und die Auswirkungen auf die Mobilität und die Wirtschaft diskutiert. Es wird betont, wie wichtig die autonome Technologie für Fahrzeuge und humanoide Roboter wie den Optimus ist. Die Prognosen für den Marktwert von Tesla, basierend auf Schätzungen von AR Invest, werden erneut hervorgehoben, und die Herausforderungen und die Hoffnung auf die Etablierung von unüberwachtem Full Self Driving (FSD) werden besprochen. Die Bedenken hinsichtlich der Verfügbarkeit von GPUs und die Notwendigkeit, die interne Dojo-Plattform zu stärken, um die benötigte Schulungsfähigkeit sicherzustellen, werden ebenfalls angesprochen. Schließlich werden die Pläne für die Erweiterung der Produktionskapazität in Texas und die Rolle von Optimus in der zukünftigen Produktion diskutiert.
🔌 Die zukünftige Rolle von verteiltem Computing und autonomen Fahrzeugen
Der Absatz konzentriert sich auf die Rolle des verteilten Computings und der nächsten Generation der Tesla AI Hardware, die für die Inferenzfähigkeit mit der Leistung von GPUs wie der V200 ausgestattet ist. Es wird erläutert, wie die große Menge an AI-Computing-Ressourcen aus dem autonomen Fahrzeugflott und den humanoiden Robotern für allgemeine Berechnungen genutzt werden können. Die Fähigkeit der Tesla-Lösung, überall funktionieren zu können, wird hervorgehoben, und die Unterstützung durch Regulierungsbehörden für die Einführung von FSD, basierend auf der Sicherheit, wird erwähnt. Es wird auch auf die geplante Einführung von supervised FSD in internationalen Märkten und die potenziellen Auswirkungen auf die Nachfrage und die Wettbewerbsfähigkeit von Tesla eingegangen.
🔋 Die Bedeutung von Energiespeichern und die Auswirkungen auf die Wettbewerber
In diesem letzten Absatz werden die Auswirkungen der Einführung von autonomen Fahrzeugen und der Bedeutung von Energiespeichern für die Wettbewerbsfähigkeit von Tesla diskutiert. Es wird betont, dass die Fähigkeit, Störungen zu vermeiden, durch die Nutzung von Batterien und anderen Energiespeichern verbessert werden kann, was die Energieproduktion erheblich steigen lassen würde. Die potenziellen Auswirkungen auf die Wettbewerber und die Rolle von autonomer Technologie als Haupttreiber des Unternehmenswertes von Tesla werden ebenfalls thematisiert. Schließlich wird die Empfehlung gegeben, Tesla-Aktien zu kaufen oder zu verkaufen, je nach der Überzeugung, ob Tesla die autonome Fahrzeugtechnik erfolgreich implementieren wird.
Mindmap
Keywords
💡Autonomie
💡Optimus
💡Elektrifizierung
💡Produktionskapazität
💡Wirtschaftlichkeit
💡Energiespeicher
💡Dojo
💡Regulierung
💡Marktkapitalisierung
💡Elektrofahrzeuge
Highlights
Tesla预计通用人形机器人的长期需求将超过200亿台,并计划在美国和中国的工厂增加产量。
特斯拉的自动驾驶技术正在取得显著进展,公司相信其全自动驾驶系统将极大地推动需求。
特斯拉认为电动车市场的竞争者虽然众多,但大多数表现不佳,特斯拉依然坚持其电动车优势。
特斯拉在第二季度实现了创纪录的能源存储部署和能源业务利润。
特斯拉正在开发更经济实惠的车型,并计划在明年上半年推出。
特斯拉的自动驾驶功能在Q2通过版本12.5的推出,实现了显著的性能提升。
特斯拉推迟了机器人出租车的发布,以便进行重要的改进和增加新功能。
特斯拉正在德克萨斯州扩建工厂,以容纳其最大的AI训练集群。
Optimus机器人已在特斯拉工厂执行任务,预计明年初开始限量生产。
特斯拉预计到2026年将大幅提高Optimus机器人的生产,并开始向外部客户供应。
特斯拉的能源业务增长迅速,公司正在扩大美国工厂的产量并在中国建设新工厂。
特斯拉认为自动驾驶将极大地改变能源系统、人们的移动方式和经济模式。
特斯拉正在加大Dojo AI训练系统的开发力度,以应对GPU供应问题。
Optimus机器人旨在成为具有高智能的通用人形机器人,能够执行与人类兼容的任务。
特斯拉对墨西哥的政治环境表示担忧,因为高额关税可能影响其在当地的投资。
特斯拉认为,一旦实现了无人驾驶,其车队将能够像一个巨大的自动驾驶车队一样运营,极大地提升估值。
特斯拉预计Optimus机器人的长期估值可能达到5万亿美元甚至更高。
特斯拉正在探索分布式计算,利用其车队和机器人的AI计算能力进行通用计算。
特斯拉认为,一旦证明无人驾驶系统的安全性,监管机构将会支持其部署。
特斯拉计划在年底前在欧洲和中国获得监管批准,以推广其监督下的全自动驾驶系统。
特斯拉的车队网络将成为一个巨大的共享平台,类似于车轮上的Airbnb。
特斯拉认为,电池储能的需求被严重低估,其潜力远超当前的认识。
特斯拉的估值主要取决于其自动驾驶技术的成功,其他因素相比之下影响较小。
Transcripts
I suspect that the long-term demand for
general purpose human right robits is an
excess of 20 billion units so we're
ramping up production in our us Factory
as well as building our building Mega
back Factory in China that should
roughly double our output maybe triple
potentially in conclusion we're super
excited about the progress across the
board I recommend anyone who doesn't
believe that's was vehicle autonomy
should not hold Tesla stock they should
sell a Tesla stock they should believe
Tesla will solve autonomy you should buy
Tesla stock enabling the fleet to
operate like a giant autonomous Fleet
and takes valuation I think to some
pretty crazy number arest thinks on the
order of $5 trillion I think they're
probably not wrong and long-term Optimus
I think is achieves a valuation several
times that number so a large adoption
acceleration EVs and then a bit of a
hangover as other struggle to make
compelling EVS so there've been quite a
few competing electric vehicles that
have entered the market and mostly they
have not done well but they have
discounted their price substantially
which has made it bit more board for
Tesla we don't see this as a long-term
issue but but really as fairly
short-term and we still obv firmly
believe that EVS are best for customers
and that the world is headed for fully
electrified transport not just of cars
but also of aircraft and boat despite
manying challenges the Tesla team did a
great job executing and we did achieve
record quarterly revenues energy storage
deployments reached an all-time high in
Q2 leading to record profits for the
energy business and we're investing in
many future prodject projects including
a training and inference and uh great
deal of infrastructure to support future
products we won't get too much into the
product road map here because that is
reserved for product announcement events
but we are inra to develop to deliver a
more affordable model in the first half
of the next year really by far the
biggest differentiator for Tesla is
autonomy in addition to that we have
scale economies and we're the most
efficient electric vehicle producer in
the world this this while while others
are pursuing different parts of the AI
robotic SE we are pursuing all of them
this allows for better cost control more
scale quicker time to Market and a
superior product applying not to not
just to autonomous to autonomous
humanoid robots like Optimus regarding
full St driving and robot taxi we've
made a lot of progress with full St
driving in Q2 and with version 12.5
beginning roll out we think customers
will experience a step change
Improvement in how well supervised full
self driving Works version 12.5 has five
times the parameters of 12 Po and we'll
finally merge the highway and City
Stacks so the highway stack is still at
this point is pretty old so often the
issues people encounter are on the
highway but with 12.5 we finally merged
the two stacks I still find that most
people actually don't know how good the
system is and I would encourage anyone
to understand the system better to
simply try it out and let let the car
drive you around one of the things we're
going to be doing just to make sure
people actually understand the
capabilities of the car is when
delivering a new car and when picking up
a car for service to just show people
how to use it and just D them around the
block once people use it at all that
they tend to continue using it so it's
it's very compelling and and this I
think will be a massive demand driver
even unsupervised full celf driving will
be a massive demand driver and as we
increase the miles between intervention
it will transition from supervised full
self driving to unsupervised full self
driving and we can unlock massive
potential in the F we postponed the sort
of robot taxi with product unveil by a
couple months where where it's shifted
to 1010 October and this is I wanted to
make some important changes that I think
would improve the the vehicle sort of
the robot taxi the thing that thing that
the main thing that we're going to show
and and we're also going to show off a
couple of other things so moving back
moving it back a few months allowed us
to improve the robot taxi as well as add
in a couple other things the product
unvail we're also nearing completion of
the South expansion to Texas which will
house our largest training cluster today
this will be an incremental 50,000 h100s
plus 20,000 of our hardware for or ai5 a
Tesla AI computer with Optimus Optimus
is already performing tasks in our
Factory and we expect to have Optimus
production version one and and limited
production starting early next year this
will be for Tesla consumption it's just
better for us to iron out the issues
ourselves but we we expect to have
several thousand Optimus robots produced
and doing useful things by the end of
next year in the Tes of factories and
then in 2026 ramping up production quite
a bit and at that point we'll be
providing Optimus robots to outside
customers that'll be production version
two of Optimus for the energy business
this is growing faster than anything
else this is we are really demand
constraint rather than production
constraint so we're ramping up
production in our us Factory as well as
building our building Mega back Factory
in China that should roughly double our
output more dou maybe triple potentially
in conclusion we're super excited about
the progress across the board we're
changing the Energy System how people
move around how people approach the
economy the undertaking is massive but I
think the future is incredibly bright I
really just can't emphasize just
importance of autonomy for the vehicle
side and for Optimus although the
numbers sound crazy I think Tesla
producing at volume with unsupervised
MSD essentially in Fleet to operate like
a giant autonomous Fleet and takes
valuation think to some pretty crazy
number AR invest thinks on the order of
$5 trillion I think they're probably not
wrong and long-term Optimus enabling the
fleet to operate like a giant autonomous
Fleet and takes valuation I think to
some pretty crazy number AR invest
thinks on the order of $5 trillion I
think they're probably not wrong and
long-term Optimus I think is achieves
valuation several times that number when
can we do unsupervised full self driving
it's difficult my predictions on this
have been overly optimistic in the past
current Trend it seems as though we
should get miles between interventions
to be high enough that it should be far
enough in excess of humans that you
could do un supervised possibly by the
end of this year I would be shocked if
we cannot do it next year so next year
seems highly probable to me based on one
simply plus the points to the curve of
miles between intervention that Trend
exceeds human for sure next year I'm
quite concerned about actually being
able to get state of the med gpus when
we want them and I think this therefore
requires that we put a lot more effort
on dojo in order to have in order to
ensure that we've got the training
capability that we need we are going to
double down on dojo and we do see a path
to being competitive with Nvidia with
dojo and I think we kind of have no
choice because the demand for NVIDIA is
so high and the it's OB their obligation
essentially to raise the price of gpus
to whatever the market will bear which
is very high I think we've really got to
make Dojo work and we will Optimus is
intended to be a journalized humanoid
robot with a lot of intelligence so it's
like saying what kind of accessories
were we offer with the human it's this
really intended to be able to be
backwards compatible with human tasks so
it would use any accessories that a
human would use Trump has said that
heavy tariffs on vehicles producing in
Mexico so it doesn't make sense to
invest a lot in Mexico if that is going
to be the case so we need to see where
things play out politically however we
are increasing capacity at our existing
factories quite sign and I should say
that the Cyber taxi or robot taxi will
will be produced here at our
headquarters at G Texas all right thank
you as we and as we Optimus towards the
end of next year for Optimus production
version to the high volume version of
Optimus R be produced here in Texas I
think that there are opportunities to
integrate Gro and Tesla software yes so
it was just there this was this pick xam
of of a Tesla there there was no the
Tesla data centers were full there was
no no place to actually put them the we
we're we've been 247 to complete the
South Extension on the Tesla big Factory
here in Texas that South South Extension
is what will house the
5400s and we're beginning to move the
h100 server ax into place there but we
really needed we needed that to be
complete physically you can't order
computer order gpus and turn them on
with no you need a data center it's not
possible so I want to be clear that was
in Tesla's interest not contrary to
Tesla's interest there's Tesla no good
to have gpus that c up the Split Second
the that Sou ension is able to take gpus
which is really just this week we are
moving gpus in there we'll bring them
online with regard to xci the that only
want to work on AGI so what I was
Finding was that when trying to rec
people to to Tesla they were only
interested in working on API not not
specific problems and and they W start
they do a start so it was case of either
they go to a startup or and I'm involved
or they do a startup and I'm not
involved those are the two choices this
wasn't they were they would come to
Tesla they were not going to come to
Tesla under any circumstances yeah
billion people on Earth so that's 8
billion right there then you've got all
of the industrial uses which is probably
at least as much if not way more so I
suspect that the long-term demand for
general purpose human right robots is an
excess of 20 billion units and Tesla is
has the most advanced human robot in the
world and is also very good at
manufacturing which these other
companies are not and we've got a lot of
experience with the most experience with
the world leaders in real world they so
we have all of the ingredients we I
think we're unique in having all of the
ingredients necessary large scale High
utility generalized humanoid robots that
that's why my rough estimate longterm is
in accordance with the AR invest
analysis of market cap of on the order
of 5 trillion for maybe more for aous
transport and it's several times that
number for general purpose humanoid
robots I mean at that point I'm not sure
what money even means but in the benign
AI scenario we are headed for an a of
abundance where there is no shortage of
goods and services every anyone can have
pretty much anything they want it's a
wild very wild future we're heading for
the distributed compute yeah distributed
compute that seems like a pretty obvious
thing to do I I think the where the
distributed compute becomes interesting
is with Next Generation Tesla AI CH
which is hardare 5 work which is from
the standpoint of inference capability
comparable to v200 v200 and we're able
to have in production at the end of next
year and scale production in 6 so it
just do seem if you've got even if you
got autonomous vehicles that are
operating for 50 or 60 hours a week
There's 168 hours in a week so you have
somewhere above I think 100 neural net
Computing I I think we we need a better
word than GPU because GPU means CPR so
there's a 100 hours plus per week of AI
compute AI compute from the fleet from
the vehicles and probably some
percentage from the human right robots
that it would make sense to do
distributed inurance and if you could
there's a fleet of at some point 100
million vehicles with ai5 and Beyond you
have ai6 and seven whatnot and there may
be billions of humanoid robots that is
just a staggering amount of inferus
comput or that that could be used for
general purpose Computing it doesn't
have to be used for the humor aut for
the car so I think you that's just
that's a pretty obvious thing to say
it's more useful than having to do
nothing that you need a Gateway computer
too so it's really Gateway computer with
the cellular and one I the T computer
and seven cameras or enough cameras to
get a 360° view this will you given the
speed at which the Auto industry moves
it would be several years before this
you would see this a solution is a
generalized solution what everybody else
has if you see it like R and whatnot
they very localized solution that
requires high density mapping it's not
it's quite fragile their ability to
expand rapidly is is limited our
solution is a general solution that
works anywhere it would even work on a
different Earth so if you rered a new
Earth it would work work on a new Earth
so it's there's there's capability I
think in in our experience once we
demonstrate that something is safe
enough or significantly safer than human
we find that Regulators are supportive
of deploy deployment of that capability
it's difficult to argue with if you got
a large number of if you got billions of
miles that show that in the future
unsupervised FSD is safer than human
what regulator could really stand in the
way of that they would they're morally
obligated to improve so I don't think
regulatory approval will be a limiting
factor I should also say that the the
self-driving capabilities that are
deployed outside of North America are
far behind that in in North America so
with the 12.5 and maybe it's 12.6 but
but pretty soon we will ask for regular
regulatory approval of the Tesla
supervised FSD in Europe China and other
countries and I think we're likely to
receive that before the end of the year
thank you which which will be helpful
demand driver in those regions obiously
thank you JM can is because JM can't
make it work not because of regulators
they're blaming Regulators that's most
leading up them to do because weo is
doing just fine in those markets so it's
just that their technology is not far
there the sure number of times I've
talked with smart people who live in New
York or maybe downtown Boston and don't
ever drive and then are asking me about
FSD I'm like you can just get a car and
try it and if you're not doing that you
have no idea what's going on yeah this
this should just be the Tesla work you
just literally open the Tesla app and
summon a car and we send a car to pick
you up and take you somewhere and the
you can our we have a fleet that's I
know on order of 7 million that are
capable of autonomy soon in the years
come it'll be over 10 million then over
20 million this this is immense scale
and the car is able to operate 24/7
unlike the human driver the capability
to get there's this basically instant
scale with a software and now this is
for a customer own Fleet so you can
think of that as being a bit like Airbnb
you can choose to allow your car to be
used by the fleet or cancel that and
bring it back you be used by the fleet
all the time canus by the fleet some of
the time and then Tesla would take would
share on the revenue with the customer
but you can think of the giant Fleet of
Tesla vehicles as like a giant sort of
Airbnb equivalent Le Airbnb on Wheels
then in addition we would make some
number of cars for Tesla that would just
be owned by Tesla and be add to the
fleet I guess that would be a bit more
like uber but this would all be the
Tesla Network and there's an important
course we''ve put in every Tesla
purchase which is that the Tesla
vehicles can only be used in the Tesla
Fleet they cannot be used by a third
party for the entire Tesla Fleet
basically becomes active this is
obviously maybe the some number of
people who don't want their car to own
money but I think most people will yeah
we find customers that they can put
together a hodge podge solution and then
sometimes they'll pick that solution and
then that doesn't work yeah I think
people don't understand just how much
demand there will be for brid storage
they really just like the people I think
are underestimating this Demand by prob
ERS magnitude so that the actual energy
total energy output of say the US grid
is if if these power plants can operate
uh at steady state is at least two to
three times the amount of energy it
currently produces because there are
huge gap there's a huge difference in
the from Peak to trough in terms of of
energy or power generation uh in order
for a grid to not have blackouts it must
be able to support the load at the worst
minute or the worst day of the year the
coldest or hottest day which means that
for the rest of the time for the rest of
the year it's got massive Excess power
generation capability but it has no way
to store that that energy once you add
battery packs you can now run the power
plants at steady state steady state
means that basically any given grid
anywhere in the world can produce in
terms of cumulative energy in the course
of a year at least twice what it is
currently producing in some cases maybe
right thank you it's a very profound
thing I guess that there would be like
some impact but I think it would be
devastating for our competitors but and
it would hurt Tesla slightly but long
term probably actually helps Tesla would
be my guess yeah but and I've said this
before
calls value of Tesla overwhelmingly is
autonomy these other things are in the
noise relative to autonomy so I
recommend anyone who doesn't believe
that Tesla will sold vehicle autonomy
should not hold Tesla stock they should
sell their Tesla stop if you believe
Tesla will solve autonomy you should buy
Tesla stock and all these other
questions are in the noise okay
関連動画をさらに表示
Christian Steiger von Lexware im Interview: Wie gewinnt man 250 k Kunden in Deutschland
Was ist Entropie? - Martin Buchholz - Science Slam
Hör mir zu: Ich habe aus diesem GRUND Ethereum VERKAUFT, um SOLANA zu kaufen!
Dieses Investment hat ein 7x Potenzial!
How To Set Goals and Achieve Them | Jim Rohn Discipline | Best Motivational Speech
Mahlzeiten- und Nährstofftiming als Erfolgsfaktor für Muskelaufbau / Fettabbau
5.0 / 5 (0 votes)