Elon Musk Announces Major Changes for Tesla
Published: 2024-07-24
Status:
Analyzed
Published: 2024-07-24
Status:
Analyzed
Predictions from this Video
Incorrect: 0
Prediction
Topic
Status
Tesla's services business will become a widely discussed and significant part of the company, similar to Apple Services, within the next 3 to 10 years.
"I'm telling you 3 years from now 5 years from now 10 years from now everybody is going to be talking about the services... 3 years from now 5 years from now 10 years from now everybody is going to be talking about the services no different than everybody talks about Apple Services nowadays"
Pending
Tesla's services revenue growth rate will increase in Q3 2024 due to conversions from FSD free trials to paying customers.
"Don't be surprised if next quarter rece even another bump up in numbers cuz a lot of this was free trials for the new FSD and I think you're going to get lot of conversions to paying customers in the next quarter so yeah my expectation is that will that will increase in terms of the growth rate there"
Pending
Tesla Cybertruck production and sales numbers will see significant growth in the second half of 2024, and further accelerate in 2025 and 2026 as more affordable models are introduced.
"we still have the big cybertruck numbers coming in the back half of this year and then certainly in 2025 in 2026 as it get cheaper models in the market the big days of cyber truck numbers are coming"
Pending
Tesla's Supercharging network will become the dominant utility for electric vehicles globally, especially in North America.
"who's going to be the utility it's going to end up being Tesla"
Pending
Nvidia's financial performance will continue to be strong, as Tesla is expected to place significant chip orders in 2025.
"don't expect any let up in nvidia's numbers anytime soon because tassel's ordering as many chips as they can get their hands on they're going to be ordering a ton of chips next year very high probability"
Pending
Tesla plans to launch a more affordable vehicle (referred to as 'Model 2') in the first half of 2025.
"he talks about there's going to be a more affordable model let's call it the model 2 in the first half of 25 which is very very exciting"
Pending
Tesla is assumed to reveal the affordable vehicle in October 2024.
"I'm assuming they're going to show those off they're going to show that vehicle off in October that's my assumption"
Pending
The upcoming affordable Tesla vehicle will be a two-seater.
"I think it's going to be a two-seat vehicle that's been my opinion for years people have always disagreed with me on that that's my opinion we'll see we'll see if I end up being right or wrong in regards to that right"
Pending
Tesla will host a RoboTaxi event on October 10, 2024, at which 'a couple of other things' will also be revealed.
"1010 confirmed October 10th 2024 will be the robo taxi event Elam mus said we will show off a couple of other things"
Pending
Tesla's Optimus humanoid robot will enter limited production in the first half of 2025, with an output of 1,000 to a few thousand units primarily for in-house use.
"he talked about Optimus going into Limited production the first half of 2025 and I I believe he mentioned something around could produce a thousand or a few thousand units in the first half 2025 but it sounds like those are mostly going to be inhouse units"
Pending
Elon Musk expects a full production ramp for Tesla's Optimus robot in 2026.
"he expects Optimist to have a production ramp in 2026"
Pending
The author believes Tesla's Optimus robot production ramp is more realistically expected in 2027 or 2028, rather than Elon Musk's predicted 2026.
"my hunch is he's probably aggressive with that timeline I I don't think production ramp happens in 2026 for Optimus my thought is maybe 2027 or 2028 that's kind of my thought there"
Pending
Elon Musk predicts Tesla's Full Self-Driving (FSD) will achieve unsupervised driving by the end of 2024, and certainly by some point in 2025.
"Elon says unsupervised driving it could possibly be by the end of this year and when we talk about unsupervised driving we're talking about there doesn't need to be a human in the front seat... and he says he's shocked if it's not um in 2025 at some point"
Pending
The author believes Tesla's Full Self-Driving (FSD) will be 'far better' than a human driver within 6 to 15 months (from July 2024).
"I think we're probably in the next you know six to maybe 15 months of it being far better than a human driver"
Pending
Elon Musk states that Tesla's Dojo supercomputer can and must compete with Nvidia's offerings in the long term.
"Elon says Dojo can compete with Nvidia long term and it has to compete with Nvidia long term"
Pending
The author does not believe Tesla's Dojo supercomputer will be able to compete significantly with Nvidia in the long term, based on Elon Musk's unconfident tone.
"I don't feel confident that Dojo is going to be able to really compete with Nvidia in any major way long term and the reason being is even listening to the way Elon Musk answered that question he had a lack of energy there he had kind of a lot of uncertainty in his voice and his tonality"
Pending
Tesla will not build a Gigafactory in Mexico if Donald Trump wins the upcoming US presidential election due to likely tariffs; however, construction could resume if Kamala Harris wins.
"gigaa Factory in Mexico does not make sense if Trump wins the election... if Harris wins the election don't be surprised if they start building that Giga Factory again... if Trump wins it's not happening it definitely sounds like if Trump wins the election um I would say like 99% sure elon's not building gigafactory Mexico anytime soon"
Pending
Tesla will aggressively take market share and outperform traditional automakers (e.g., Toyota, Honda, Ford, GM, Volkswagen) over the next few years.
"you don't want to freaking compete with Tesla over this next few years no way I'm just telling you Tesla's coming for everybody I don't care who you are I don't care if you're Toyota I don't care if you're Honda I don't care if you're Ford GM give me a break Volkswagen I'm telling you Tesla's freaking coming to eat everybody's lunch"
Pending
The launch of Tesla's affordable vehicle will generate unprecedented virality and market impact, surpassing even the Cybertruck's initial hype.
"I don't think anybody's prepared for what's about to happen when they launch that affordable vehicle with Tesla's brand... the amount of virality in that if you thought cybertruck was viral this is like a whole another level of viral right"
Pending
Tesla's revenue growth rates will become 'astronomical' again after the launch of the affordable vehicle.
"my gosh the comps they're going to be comp again it's they going to be so easy the growth rates are going to be astronomical for the company again right"
Pending
The upcoming affordable Tesla vehicle will be a true global mass-market success, selling widely across all major international markets, akin to the 'iPhone vehicle'.
"going to produce that they're going to be able to take around the world I don't care if it's India I don't care if it's China I don't care if it's the US Canada I don't care where you're talking and it's going to sell everywhere it's going to be their iPhone vehicle a lot of people thought the model 3 was iPhone vehicle this next one is the iPhone vehicle"
Pending
An affordable Tesla Cybertruck (priced around $60,000) will achieve massive market success and demand.
"wait till they get an affordable cyber truck out there cuz most people are paying still like $100,000 for cyber truck wait till they have cyber truck at um you know wait wait till they have cybertruck at 60k my gosh oh my gosh night night"
Pending
Tesla's financial performance, which bottomed out in the first half of 2024, will improve in the second half of 2024 and further significantly in 2025.
"things bought them out first half of 24 they start to get better in the second half of 20124 and then they get even better in 2025 that's where we're headed folks"
Pending
Within the next five years, buying a new non-electric or non-self-driving vehicle in the United States and Europe will be widely perceived as an unusual choice.
"That's where we're going in the United States that's where Europe's going over the next 5 years where eventually it's going to get to the point where if you're not buying an electric vehicle if you're buying a vehicle that doesn't drive itself people are going to look at you like oh and it's a new vehicle like used vehicles people will understand but a new vehicle you're really going to do that that's crazy right"
Pending