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Tesla Manufacturing, Barriers to Entry, Engineers, Superchargers, Safety... and More - YouTube
Channel: Tesla Economist
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welcome to the tesla economist please
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hit the thumbs up and remember to
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subscribe you can follow me on twitter
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and talk to me on patreon
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all right carrying on for more
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information we can gather from the
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shareholder meeting there's some talk
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about master plan part three which we're
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told is about scaling which is what
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we've all established by now too in the
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hey this whole electric car and energy
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storage thing might be really big
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perhaps even really really big so where
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will all the parts come from is there
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even enough in the world how can it be
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extracted processed and refined long
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story short we've heard elon say we need
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about 300 terrible hours of batteries i
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know a lot of this is a review of what
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we already know but there are so many
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incredible things continually coming out
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of this company it can be easy to forget
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and marvel at what we already know but
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these castings are just such a great
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design 1 600 fewer worlds 171 pieces of
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metal reduced to 2. whilst making
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lighter stiffer better handling less
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noise better sealing against water
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better in every way it's incredible a
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new way of making a car these castings
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will continue to evolve as well on the
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q2 earnings call i think i recall it was
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about five kilograms they'd saved on
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just experimenting with different alloys
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tesla are relentless at non-stop
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improvement so let's not forget to
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marvel at the actual progress in the
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product as well as the manufacturing
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demand or stock price then we see the
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reduction of robots required to produce
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a vehicle and wow really tesla are using
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about half as many robots with the model
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3 at fremont than the model s alright
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the s was a bit bigger but still that is
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a massive drop then the model y freemont
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was almost half of what the model 3
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fremont was using then austin and berlin
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are half of that again i think we're
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meant to assume perhaps this is when the
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4680 structural pack and front cast is
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in full effect but either way elon says
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the new factories are using 30
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of the amount of robots as the fremont
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model 3 not 30 percent fewer 30 percent
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of the amount as in if they were
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previously using 1 000 robots it's now
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only 300. elon has said this many times
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that tesla's core competency will be
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tesla's manufacturing technology but he
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puts it more into a different
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perspective this time he says all cars
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will be electric and even fsd but from a
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long-term standpoint the thing that will
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be the hardest to replicate will be
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tesla's manufacturing technology what
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does this mean it means no one will be
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able to make cars faster than tesla they
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won't be built as well as tesla nor is
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safe and for not as low a cost as tesla
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can build translation these better
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production processes will only further
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improve demand but also will increase
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supply i think it was perhaps the cyber
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rodeo where elon likens the factories or
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machine that makes the machine to a
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microchip it can be continually refined
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and improved with each new iteration
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more efficient fewer parts required
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smaller processes rinse and repeat so to
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what level i'm not sure but elon has
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thrown some crazy numbers around between
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10 and 100 times faster although since
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he mentioned those tesla should already
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be about four times faster with these
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new factories for those of you in
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engineering or programming you know what
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it's like when you finish building your
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product everything you've learned from
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the process if you could simply redesign
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it all from scratch again you could do a
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much better job but it's often not
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feasible for example i think apple took
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18 iterations until they got rid of the
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bugs from the ipod well each new factory
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test the build it's the same berlin and
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austin are not perfect or the finished
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product the machine that makes the
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machine will improve with every new
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factory the factories will be smaller
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lower cost faster to build and the
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output will be faster with a lower cost
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product every time they build a new
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factory eventually the technology may
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have gone so far that they may start to
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retrofit some of the older factories too
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it's just not worth the downtime yet in
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fact it doesn't even appear to be worth
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the downtime to put a rear casting in
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the model 3. i know some people thought
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perhaps this latest upgrade in shanghai
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might have been a rear casting for the
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model 3 but i don't think that is the
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case also a giga press would have likely
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been spotted by one of our many spies
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and this lead tesla have well a lot of
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it can be attributed to the incredible
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talent of employees tesla have at their
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disposal then we'll show a list of the
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top companies engineers want to work at
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when they graduate the fresh energetic
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minds of the future who want to spin
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their wheels and be given unimaginable
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resources to reshape the world as we
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know it previously most engineers go
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into the usual corporation filled with
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excitement only discover corporate life
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is not what they hoped all their ideas
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and innovative thinking is suppressed
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with politics tessa is very much the
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antithesis of that corporate structure
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and elon even says anyone can email him
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and even complain about management
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tesla's management style and the way
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they work so closely with the engineers
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and are also near the floor too has a
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lot to do with the continual progress
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made with efficiencies on the line
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compared to management in some
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skyscraper downtown overlooking everyone
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else not seeing what's really happening
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with the company anyway tesla is the top
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place to work for many of these
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engineers and if it's not tesla then
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it's spacex and tesla and spacex do pool
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resources in other words they have
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access to all the best engineers compare
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this to the competition general motors
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comes in at 17. they're taking all the
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engineers that a lot of companies have
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already passed on tesla had three
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million job applications last year i'd
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say they accepted less than one percent
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of them the best are all applying to
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tesla and then tesla is just taking the
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cream off the top of them so how will
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the competition ever catch up with less
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competent engineers is it not possible
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that not only will they never catch up
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but tesla's lead may actually grow even
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further despite all tesla's patents
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available to anyone and all the
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processes that have already been
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invented they still can't replicate
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tesla's magic elon talks about the next
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generation of supercharger the v4
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supercharger the rumors around the
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internet are that this will be capable
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of 350 kilowatts which is quite the
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upgrade from the current v3 supercharger
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at speeds of 250 kilowatts that's a
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whopping 40 increase in charging speed
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whether the speed will be limited to
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just the 46 eddy sales is something else
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but those charging speeds are getting
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really fast and v4 we should see next
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year years ago tesla's used to talk
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about tesla's charging infrastructure
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being one of their major competitive
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advantages that and their range in
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performance when compared to the other
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evs especially comparing them on paper i
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feel like tesla have done so many major
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advancements over the last few years
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that their supercharging network has
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lost some of its limelight but we
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shouldn't forget that tesla's charging
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network has such a lead over any of the
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competition that it really is still a
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major competitive advantage and i'm just
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referring to the network however it's
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also the charging speed and efficiency
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too
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among others like the reliability of a
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99.96 percent uptime but no other
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company can so feasibly or profitably
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add charges more than tesla and as there
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are more teslas on the road then there
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will be more and more charges which will
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again increase demand for a tesla when
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charging stations suddenly pop up in
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certain areas of a town there's a
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correlation in sales in their area same
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with service centers too these charging
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stations are advertising for tesla as so
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many people drive past them all the time
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giving more brand recognitions to the
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product and seeing it more solid
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infrastructure don't forget what a big
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deal tesla's supercharger network really
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is however as big as it is already well
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tesla would kind of double the size next
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year tessa is already the safest car in
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the world but that's not good enough
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tesla aren't interested in just taking
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the title of the safest car in the world
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for bragging rights tesla are doing
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everything they can to continually work
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on the safety of the car of course tesla
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can find out everything that happened in
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a crash or even prior to the crash they
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can use that data to further improve the
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safety just with an over-the-air update
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they can change the way the airbags
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deploy in a safer way for example
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however the big one eons talking about
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is using ai and the cameras to
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preemptively prepare the car for a
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collision if autopilot sees there's a
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crash occurring with a 99 probability
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thus they can deploy the airbags more
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smoothly and the seat belt pre-tension
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can occur earlier i also think the
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safety aspect of owning a tesla also
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doesn't get enough credit i love knowing
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that my children are in the safest car
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in the world whenever we go anywhere
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elon says he thinks people will be blown
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away with ai day part two next month i
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think we're expecting a working robot
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able to carry out a task that can
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replace a human i think we'll be given a
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demonstration
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just don't expect the robot to look that
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pretty and elon thinks that this side of
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the business is highly underrated and
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more valuable than the car business
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which is saying something because we
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think the car business might do quite
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well too elon doesn't understand why
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analysts are not understanding the value
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of the robot forever taxis are going to
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be the equivalent of us winning the
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lottery then if the robots are a thing
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it would be like hitting the bonus ball
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as well elon says the next decade they
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may have over 100 million teslas on the
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road given that they just made their
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third million recently that leaves about
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100 million over the next 10 years or an
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average of 10 million a year which might
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help us gather some accuracy with our
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2030 model when that's finally complete
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just imagine 100 million a year fsd
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subscriptions even if subscriptions were
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just three thousand dollars a year then
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that's 300 billion dollars a year of
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revenue which is pretty much all profit
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relative to running cost due to the
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leverage of software of course a lot of
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those cars might also be robo taxis
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earning even more income all right next
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up are the questions which we'll have to
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get into next time thanks for listening
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please hit the thumbs up and subscribe
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you can follow me on twitter and talk to
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me on patreon
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