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Tesla taking its time with FSD might actually be the smarter move! FutureAzA thinks Tesla is under so much scrutiny that even one bad Robotaxi incident could become a huge story. So instead of rushing thousands of cars onto the road, get the safety right first, then scale! And...

22,961 次观看 • 22 小时前 •via X (Twitter)

13 条评论

REDFIRE 的头像
REDFIRE22 小时前

@FutureAZA He is absolutely right!

Apex Cyber Motors 的头像
Apex Cyber Motors22 小时前

@FutureAZA Exactly. Tesla’s biggest advantage may be getting the safety and reliability right before scaling aggressively. If Robotaxi eventually becomes safer, more convenient, and significantly cheaper than car ownership, consumer adoption could become a lot easier. 🚕⚡💯

Local Max 的头像
Local Max22 小时前

@FutureAZA Elon has won the media war. Stop worrying about what lies his enemies are spouting.

hybridcarguy 的头像
hybridcarguy22 小时前

@FutureAZA 10 years… what’s few more…?! 😅

John Macri 的头像
John Macri21 小时前

@FutureAZA makes sense especially since they are being investigated

Jess 的头像
Jess22 小时前

@FutureAZA Safety earns trust. Economics drives scale

Randy Cyrenne 的头像
Randy Cyrenne21 小时前

@FutureAZA ....Nice way to get out of all your deployment predictions...

Ashley Zhang, CPA 的头像
Ashley Zhang, CPA22 小时前

@FutureAZA Slowly slowly and then all of a sudden 💥

Peggy Locke 的头像
Peggy Locke22 小时前

@FutureAZA Agreed—safety before scale makes sense. You and @fotsguy are two stock accounts I always follow.

1/100,000th 的头像
1/100,000th20 小时前

@FutureAZA there are millions of people rooting against @elonmusk it is not fair, but he did bring this upon himself & @Tesla this has forced the hand here pretty dramatically: there is no choice but to be very conservative with the rollout

Wordle in 1 的头像
Wordle in 122 小时前

@FutureAZA Rushing?

Jason Scott 的头像
Jason Scott22 小时前

@FutureAZA I think this is absolutely the case. When the first big accident happens, you MUST immediately be able to say that if humans (or uber drivers) were in charge this would be the 5th or 10th (or whatever big number) major accident!

Magnus 的头像
Magnus20 小时前

@FutureAZA Getting the safety right first, then competing on price, is the unglamorous path that actually scales.

相关视频

When Elon Musk and Tesla let me, and millions of other owners, add our own cars to the Tesla Robotaxi network via a software update, it’s going to be the greatest wealth CREATION in human history. I get it. For the first time ever, a Tesla will become an $ income producing asset bc your Tesla will be able to drive itself while you’re sleeping, working, or even on vacation. This is NOT a sci-fi idea anymore. Elon has been clear for years. The hardware is already in the cars and the thing that will unlock this is going to be software. Here’s a simple version of how it’s going to work imo: 1/ A software update turns your Tesla into a robotaxi 2/ You opt in with one tap in the Tesla app 3/ Your car gives rides when you’re not using it 4/ Tesla takes a cut, you keep the rest 5/ You can pull your car out anytime, you have full control Think Airbnb, but for cars. Now on the $ generation side, this is where it can get a bit wild. Elon has said a high use robotaxi could generate ~$30,000 per year per car, and even more in busy cities. That means, 1/ A car payment pays for itself 2/ A car can become your own business 3/ And for some people, this can allow them to become financially free Elon even said robotaxi earnings should far exceed monthly car payments... this will completely flip how we think about owning a vehicle. A lot of long time Tesla investors call this the “greatest wealth transfer in history”… Elon corrected that and said something important: “Not transfer of wealth, CREATION of wealth. The pie gets much bigger.” And I believe he’s right. Autonomy makes transportation cheaper, safer, and available 24/7. This saves time, reduces accidents, lowers costs for everyone, and unlocks $ trillions of dollars in new economic value that NEVER existed before. Elon has also said: “The day FSD (w/ this Robotaxi feature) goes to wide release will be one of the biggest asset value increases in history.” That will be the day when cars are viewed as an appreciating asset instead of a depreciating asset! The scale is hard to wrap my head around tbh bc: • There are already millions of Teslas on the road • Even a small % opt-in rate creates massive fleets overnight, Waymo is screwed imo with their peanut sized 2,500 fleet • No new factories are needed • No new drivers needed Just pure AI software. Bro… this moment is going to be REALLY big. This could be the first time in human history where regular people like you and me get access to automation and making $ at scale, instead of only the big players and corporations. And when this switch flips, the way we view a car, specifically a Tesla will never look the same again. (FYI, once Elon and Tesla give me the green light, I plan on buying ~25 Teslas outright and put them into the Robotaxi network to show the world exactly what I mean)

Teslaconomics

58,488 次观看 • 7 个月前

Whenever I tell people when you buy a Tesla, make sure you eat the cost and buy FSD outright, a majority of people always tell me “FSD is too expensive at $8,000,” without actually looking at the data and numbers behind the true value of FSD. Well, I did. Back in 2019, Elon explained the Robotaxi economics very clearly. “What would be the probable gross profit from a single Robotaxi? We think probably something on the order of $30,000 per year.” BTW, this number also came from conservative assumptions. • ~90,000 miles per year • ~50% utilization (half the miles are non-revenue) • Operating cost around $0.18 per mile (fyi, gas cars are closer to $0.60!) • Tesla takes 25-30% of the revenue • Robotaxi designed to last ~1 million miles So after costs, after Tesla’s cut, and after conservative usage, the estimate still came out to $30,000 per year from a single Robotaxi. So let me do the simple math for you. If a Robotaxi generates $30,000 per year, and you assume just 10 years of useful Robotaxi life, even though the car is going to be designed for more: 1/ $30,000 × 10 years = $300,000 Now, let’s cut that number by 50% for uncertainty, downtime, or slower rollout… I’m being conservative here. 2/ $300,000 ÷ 2 = $150,000 That means the FSD value is NOT $8,000. It’s six figures! This is why every Tesla owner should buy FSD outright right now! And is also the reason why Tesla is ending this option in February imo. You see, this is what happens when you see FSD as an income generating business, instead of just a feature. FSD is SIGNIFICANTLY undervalued. And whenever I tell people that I’m going to be the biggest Tesla Robotaxi fleet operator one day and show the world how much $ I’m making for each Robotaxi in operation, they all still laugh at me in disbelief. (I hope Elon and Tesla will let me be one of the first owners when the time comes… 🤞) But I also know that people always doubted me my whole life… until things actually became real. That’s why I’ve never seen my Tesla as just a car that depreciates like other non-Teslas. It’s the exact opposite. And one day, when these cars are driving themselves and generating $ income for me while I’m sleeping, all of the doubters will become silent. Mark my words.

Teslaconomics

154,677 次观看 • 7 个月前