Something SERIOUSLY Strange Just Happened / This Changes Everything

Summary

This video delves into Tesla's rapid innovation across various industries, including autonomous driving, AI, and robotics. Key insights include bullish predictions from analysts like Dan Ives, highlighting Tesla’s unmatched scalability in engineering and its potential involvement in drones, which could add significant value to the stock. The video also discusses the evolution of Tesla’s Full Self-Driving technology, emphasizing its safety improvements and low crash rates. With a focus on Tesla’s future potential, especially in AI and humanoid robots, the video paints an optimistic picture of Tesla’s growing influence in technology and energy markets.

Takeaways

• 😀 Tesla is positioned to lead the AI-driven autonomy revolution, with unmatched scalability and engineering talent.
• 😀 Dan Ives predicts a 'golden age for AI' and sees Tesla as a key player in energy, cybersecurity, and autonomous technology.
• 😀 The new Ives AI30 ETF aims to capture global growth in AI sectors beyond traditional big tech companies.
• 😀 Tesla's ability to scale is considered unmatched in comparison to competitors like Waymo, particularly in engineering talent.
• 😀 Morgan Stanley's Adam Jonas suggests that Tesla could tap into the drone market, adding $1,000 per share by 2050.
• 😀 Despite a fatal crash in 2023 involving Tesla's FSD version 11, newer versions like FSD V12 are significantly safer.
• 😀 Tesla's FSD V12 has improved drastically, with a crash rate of 1 per 7.5 million miles, much safer than general driving statistics.
• 😀 The recent Bloomberg post about Tesla's crash from 2023 is outdated, as Tesla has made major improvements in its FSD technology.
• 😀 Tesla's FSD technology now requires fewer interventions, highlighting a safer driving experience compared to traditional driving.
• 😀 The future energy demands for humanoid robots could be enormous, with predictions that it may require the equivalent of an entire U.S. electric grid by 2050.

Q & A

What is the main focus of the AI30 ETF unveiled by Dan Ives?

The AI30 ETF focuses on capturing global growth in the AI sector beyond the usual big tech names, with particular attention to AI-powered industries such as cybersecurity and energy, and companies like Tesla that are leading in autonomy and AI convergence.

What does Dan Ives believe about Tesla's scaling ability?

Dan Ives views Tesla's ability to scale as unmatched in comparison to other companies, emphasizing Tesla's engineering talent and the company's capacity to scale its autonomous technologies effectively.

What is Tesla's unique advantage in the autonomous driving race according to Dan Ives?

Tesla's unique advantage lies in its unmatched ability to scale and its technological expertise, which gives it an edge in advancing autonomous driving. This advantage is exemplified by Tesla's ongoing developments in Full Self-Driving (FSD) technologies and its ability to execute on a large scale.

What prediction did Morgan Stanley's Adam Jones make about Tesla's future?

Adam Jones from Morgan Stanley predicted that Tesla could enter the drone market, potentially adding $1,000 per share by 2050, driven by a vast $9 trillion market for drones.

What is the key concern about Tesla's Full Self-Driving technology, according to a recent Bloomberg article?

A recent Bloomberg article raised concerns over the limits of Tesla's Full Self-Driving (FSD) technology, citing a fatal crash involving a Tesla using FSD V11. However, it's important to note that FSD V11 is outdated, and the more recent V12 version is much safer, with fewer crashes and improved performance.

How does Tesla's FSD version V12 compare to the older FSD V11 in terms of safety?

Tesla's FSD version V12 has drastically improved safety compared to FSD V11. For example, while regular driving in the U.S. results in a crash once every 700,000 miles, Tesla's autopilot system, which uses FSD, only experiences one crash every 7.5 million miles, representing a 10x reduction in crash rates.

What did the Morgan Stanley note predict about the electricity demand for humanoid robots?

The Morgan Stanley note predicted that the physical work performed by 1 billion humanoid robots could require an additional 4,000 terawatt hours of annual electricity, roughly equivalent to the entire U.S. electric grid's output. This suggests massive energy demands in the future, potentially benefiting Tesla's energy solutions.

What are some of the key sectors Tesla is involved in according to the video?

Tesla is involved in several key sectors including autonomous driving technology, AI, cybersecurity, energy, and possibly drones. The company’s involvement in these sectors is seen as a driver for future growth beyond just electric vehicles.

How is Tesla's scaling ability a major factor in its potential success in the AI and autonomous sectors?

Tesla's ability to scale quickly is critical to its potential success in AI and autonomous driving. By leveraging its engineering talent and vast data collection from real-world driving, Tesla is positioned to dominate in autonomous technology, potentially transforming industries such as energy and cybersecurity.

What was the impact of the 2023 fatal crash involving a Tesla using FSD V11?

The fatal crash involving a Tesla using FSD V11 highlighted the limitations of older Full Self-Driving software. However, it's noted that FSD V12, the updated version, has significantly improved the system's safety, reducing the frequency of crashes and making Tesla's current FSD system much safer compared to traditional driving.