Tesla Earnings Call
I was talking to Mark yesterday, about the CyberTruck, and his superb YouTube channel, and he mentioned he had just finished up his 2024 Tesla Earnings video which can be see below, and he makes many superb points. Mark has a great Tesla YouTube channel named, Mark of the CyberBeast, which I highly recommend. Mark is really smart, and we talked about perhaps collaborating in the future on an article and video comparing the AWD CyberTruck to The Tri-Motor Beast CyberTruck!
Masterclass on Tesla Stock
As A Long-Term Investment Vehicle
This interview which feature Cern Basher on Brighter with Herbert is one of the most profound conversations on the subject of the long-term value proposition of Tesla stock as an investment vehicle. In my persons option, I have long believed Tesla has had the entire automotive industry in check-mate, and will go on to become the single most valuable company on earth—by a long shot. If you study the history of Tesla stock you will discover that from its IPO on June 29, 2010 It's up 30,486.02% as of this writing.
It is also a fact that to date, over the past decade and a half since Tesla IPO'd, it has appreciated close to 5% per month. That's 5% per month, not per year, so that means on average Tesla stock has gone up on average close to 60% per year. This is the most critical key ingredient to thrust Tesla stock up above all other companies as Tesla has magnificent trajectory, which is key.
New 2025 Tesla Model Y
Launched in China
Tesla finally launched the new 2025 Model Y (Codenamed Juniper) exclusively in China today, and it looks PRETTY RAD!!! It's obviously just a matter of time before the U.S. and Berlin made Model Y are updated to match this design language. I think Tesla did a GREAT job with overhauling the design of what is currently the Number 1 best selling car on earth, and yes, I am talking about the Tesla Model Y. Tesla basically just made it look way more attractive, sporty and sleek.
Exterior Updates
As we see from the image below, the Model Y "Juniper" refresh design language is similar to the upcoming Tesla RoboCab, and on the back of the vehicle we see it has a similar diffused lightbar, which looks really cool...
If I could as Elon Musk One Question?
They say there is no such thing as a stupid question and If I could ask Elon Musk one question, it would be:
"How in the future will Tesla vehicles be able to drive safely using full unsupervised autonomy using just cameras? How for instance could a Tesla vehicle navigate safely on a road at night with really thick fog?"
Over the years, there has been a lot of speculation about the validity of Elon Musk's vision to make Tesla automobiles that are genuinely autonomous—meaning cars that can drive themselves without any human supervision. I have spoken to so many people who say Elon's vision is an impossible pipe dream.
I have NEVER doubted Elon's vision, but there were two important variables I questioned.
The dream of autonomous transportation, as it was originally put forth, was to have a Tesla vehicle that could drive itself from San Francisco to New York, without a person in the vehicle.
When Tesla first introduced FSD (Full Self Driving), there were two questions that would not stop popping into my head.
The first question, which I considered was "If a Tesla was going to be able to drive itself from San Francisco to New York, by itself, how would it charge itself along the way? 9 years ago, Tesla showed off this bizarre video that shows a prototype snake charger, that could robotically charge a Tesla through the standard wall charger outlet:
I always thought the solution above was NOT realistic or viable, but at the time I was already aware of wireless charing solutions for Electric Vehicles as I had attended the CES show in Las Vegas, and saw a working prototype that was similar to a wireless charger for a smartphone.
Back in 2020 I wrote a seminal article titled "Thoughts on the Future of Autonomous Vehicles: The Shape of Things To Come", in which I discussed my ideas on the future of autonomous vehicles. In that article, I included a profound video that showcased and documented the future reality of wireless EV charing becoming standard for autonomous cars, which can be seen below:
Recently, when Tesla announced the CyberCab, they mentioned they were going to be incorporating wireless charging, and thus one of the two final puzzle pieces was put in place. Below is an official Tesla Video that shows how their CyberCab will use wireless charging:
Of course, I realized this years ago, which was further confirmed with the advent of the CyberTruck as Sandy Munro's CyberTruck teardown discovered wire harnessing already built-in to the CyberTruck, that could simply come to life if a Tesla wireless charing pad was installed. In other words, all CyberTrucks can easily be upgraded to have wireless charging.
So this solves half the equation. Also, it's easy to see the amazing benefits of wireless charing for Tesla vehicles. For instance, your Tesla could pull itself into your garage automatically and position itself perfectly over the wireless charing pad. Also, if you plug in a current Tesla model to charge it today at home or at a Tesla Supercharger, or at a third party charger, in order to drive away, you have to manually unplug, and thus untether the vehicle, which oftentimes can be a pain.
With wireless charing, the drivers simply puts the car in drive and drives off. At Tesla Superchargers, it's kind of scary for many people to know they can't just drive off when they are plugged in, so if for instance somebody tried to attack them, they couldn't just drive away, without having to first get out their vehicle and manually unplug it. With wireless charing this is no longer an issue or concern.
I have even seen prototypes where the base/floor charing pad was on wheels that could move horizontally, vertically, or diagonally so it could optimize its charing position every time. Jordan Giesige, from The Limiting Factor just came out with a deep dive video on how Tesla Wireless Charing will work, which is interesting:
How "Tesla AI Vision" Works
The second half of the equation I set out to resolve, is based on the Tesla exterior camera system, which the car used to drive when placed in full self driving mode, which as of today is only available in supervised mode.
In other words, Tesla and Elon Musk have promised that in the future, they plan to release Full Self Driving (Supervised), which will allow Tesla models to drive themselves.
Several years ago, all Tesla models had both cameras and lidar sensors for autonomous driving. The logic was that whatever the camera couldn't see, the lidar could detect. Lidar is a form of radar, that can see through things.
An edge case or corner case complex driving challenge example would be:
What if an autonomous Tesla was driving itself on a slippery road where snow was falling, and there was thick fog, and let's say there was a person crossing the road, or traffic stopped ahead of your, that you could not see since the fog is so thick. If the car was traveling at 60MPH, and the cameras could not see through the fog, the lidar would see what was behind the fog, which makes perfect sense.
Vision Based Approach
But then a few years ago, Elon Musk informed the world that Tesla was completely removing lidar and all forms of radar from Tesla vehicles, and planned to move forward with a camera only approach. This confused me to no end, and with my scenario, I couldn't understand how a Tesla could drive itself safely in such a scenario as I just mentioned with all the fog, without crashing or posing a significant safety hazard.
I kept doing research on this subject and asked a number of smart people and nobody seemed to know the answer, but I recently stumbled into a video that addressed and seems to have resolved this issue. The video below is from BestINTesla and is titled: "The GPU Giants Bet Big on xAI - The Dawn of a New Era in Energy Storage - Tesla Triumphs Over Unions". In this video, around 9:44:00 he discusses this topic in detail:
