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Tesla Deep Dive
Recorded: Feb. 24, 2026 Duration: 0:57:00Space Recording
Full Transcription
Music Thank you. All right, everybody.
Boy, this has been quite the event as usual.
But hopefully you're hearing me now.
I opened the space, was sitting in here for about three minutes,
realizing that no one was coming in before I realized that for whatever
reason, the previous link where the space was, was not launching properly. I went on the space
and I saw that it was open, but no one could join, including myself from another profile.
So my apologies. That is the reason why we had to open up another space. I'm not sure what happened to that one,
but it was open and not coming in.
But my name is Tash here,
hanging out with Penny Landon should be on the way and a couple others as
well.
Hopefully we can get that out there.
Unfortunately,
like I said,
anyone that set reminders and everything from that first space,
although it was opened,
they could not come in.
So that was a little weird.
But as I'm sending these things out,
I just want to say, Penny, how's everything going on your side?
Hopefully we can get the crew back together
that set their notifications for the previous space.
Things are good for me today.
Happy Tuesday.
Bummer the space got off to a bit of a glitch, but I'm sure we'll recover.
Yeah, it's really weird.
I took a screenshot to go send to the guys because I'm like, all right, I'm sitting here in the space for two, three minutes.
Like no one's coming in.
I'm like, something's not right.
Try to join from my other phone and it just would not let me in.
So I was like, okay, so this is
definitely a problem. I had to crash that one, had to restart the thing so that way I could
come in here. But other than that, lots of things on the timeline. So there's lots of exciting times
as usual for the whole Tesla crew, which by the way, since I started helping the Wolf crew hosting this, I can say it has really massaged my algorithm to see even more Tesla news, all the cool things.
So, I mean, there's always cool things on my timeline.
But since hanging out with the crew and engaging with their content a little bit more, it definitely has improved my content.
So I want to thank the whole Tesla community for,
you know, this is Taj, by the way,
speaking behind the wolf screen here,
for improving my viewing experience on X. So thank you all for hanging out with us as usual.
But hopefully, like I said,
everyone can make it back in here,
sharing this out right now as we speak.
But what's been new on your side?
Anything going great that
you see on the timeline? Obviously, there's a lot, but any news in particular jumped out to you? And
by the way, how's the weather by you? I know last week, Landon was saying there was some terrible
weather by him. I'm seeing bad weather all over the place, but hopefully where you are, Penn,
everything is good. Well, I'm lucky enough
to live in San Diego. So bad weather for us is like, I don't know, 60 degrees rough, right? But
today's great. Even for San Diego, it's going to be 75. I'm on my way walking to get coffee right
now. Like I always do. So I'm blessed as usual. I think the big Tesla news this week,
what everyone was talking about is the 60 K cyber truck, uh, for ever since the cyber truck was
promised, you know, the, the, the idea was that you could get into one of these for a reasonable
price that it didn't have to be, you know, a super luxury type, uh, type product, but you know,
as they're ramping it, since it was released, the price was not super attainable for a lot
of Americans, especially the way that the economy has been.
And this 60 K cyber truck release, not only, you know, hits a nice price point for a truck,
but it came with a lot of the things that people
were complaining, uh, did not exist in the last cheaper cyber truck. And then there's a, you know,
some drama about whether or not the price will last and the way that Tesla handled that. So I
think, you know, that, that was probably the big news for me this week. I also saw, I think just last night, a Cyber Cab with no steering wheel in, I think it was Palo Alto, if memory serves.
I think that's big news if they're testing with no steering wheels.
You know, we're getting close to Cyber Cab production.
cyber cab production, uh, you know, that makes a lot more sense if things are fully unsupervised,
if there's no steering wheels and no safety drivers, you know, that, that, that fleet of
vehicles has been growing and logging more and more miles, no problems as far as I'm aware of.
And I think, you know, we're watching the beginning of
something that changes the way that people commute, the way that people travel for decades,
right? Until we're flying on spaceships or, or flying cars, getting around in these cyber cabs
and particularly probably going through tunnels in them is how we're going to do a lot
of traveling over the next decade or so. And yeah, it's just all getting started now. A lot of us have
had our eyes on it, our money invested in it for years and years at this point. It's super cool to
watch it come true. It definitely is. And yeah, I saw that myself too the uh the palo alto uh test which i i find very
very uh interesting in the sense that you know uh once you know it's uh the test is rolling out in
california that we're getting very close to it because unfortunately it seems like it's uh the
state of california versus elon and everything that he's trying to do with all his companies
at this moment so seeing that they're rolling out and they're testing it out there, I think
that's really great news, really bullish and really excited to see where that goes because
obviously if it's rolling out there, there's so much regulation. So I guess you'd say much
scrutiny under everything that he's doing. So if it does succeed there, it will work anywhere.
So I really appreciate that, that you brought that up. I thought that was really good too. And Landon,
trying to get you up, by the way, I see that you are bouncing in and out. Oh, it looks like it
popped out now. This is definitely one of those days for everybody, but hopefully he circles back
around. But yeah, as far as that $59,000 Cybertruck, I find that very interesting too, because that was like the big problem.
Obviously, whether or not you like the design, that's a matter of taste.
But the actual price point of it, I think, should get people in.
And we'll see with all the features and everything on there.
I saw Sawyer put out a poll.
I don't know if you saw that to see who has pre-ordered it or who's interested in this thing and it seems like it's uh been pretty overwhelmingly uh favorable
have you seen that i didn't look at the numbers uh i did see that he put up a poll who's ordered
the cyber truck i have not ordered it i would love to order it i I just got a new Model 3. I did though think, I'm like, man, if this opportunity was available when I got my new
Model 3 a few months ago, what would I have chosen?
Would I have spent the extra money for a Cybertruck?
And I think the answer is yes, I would have.
So, uh, you know, the timing could have been a little bit better for me.
I'm super stoked for everyone who can jump on it.
I really do think it's a
compelling, uh, it's a compelling offering. The only drawback is I love the idea of the air
suspension in the more expensive trim of the Cybertruck, but really with everything else you
get for 60 K it's such an incredible deal. I was looking at, you know, the lease prices and thinking like, man, not that that's a low amount of money, but just when the average car that gets sold new in the United States is something like 52, 53K, and you can get a Cybertruck for 59, forget about it.
Like, that's crazy.
Yeah, definitely a compelling case.
Like, that one compelling case like that.
That one objection has fallen away.
But welcome to the stage, Kristen.
Always great to have you.
You were here.
Just love to hear your thoughts.
Anything, you know, I don't know if you caught any of that because we've been having some little technical issues.
But we're talking about the $60,000 or sub $60,000.
Let me get that correct.
$59,990.
So that $10 makes all the difference.
Below $60,000 Cybertruck.
What are your thoughts on that?
I think it's a great deal.
I think everybody's going, wow, that's such a steal.
It has still a lot of the things that items in the car that people or the vehicle love.
So I think there's a lot of younger people who want a truck that want a Tesla.
And I think it fits that.
There's people who want a vehicle
that they can rough up and not worry about things.
And it fits that too.
So I think it's a great deal.
And I think I've seen a few people
in the community taking advantage of it.
And I think I heard the tail end
of what Penny said there.
You're looking at a different Tesla vehicle,
a car that you can get for similar pricing and just for what, like eight, seven, six, 9,000 more, you can get a Cybertruck. And
that's such a steal. I think I paid for the, I didn't pay for the, for the Cyber Beast. I got
the 80,000 all wheel drive premium and I love that vehicle. But this is even, this is just such a
steal. I mean, they talked about a Cybertruck coming down in price that the masses could reach
more and i and i think this is a better deal so yeah and and i yeah i looked earlier for this
space and i was like dude penny's not in like wolf's not in and i think x is having some problems
i don't know if it's onboarding all the clod bots or what's going on but yeah i thought i was like i
guess we're not meeting this morning but it's good to see you guys here. Yeah, I was like 906 and the space hasn't started yet.
Slacking. Yeah, I was saying before you came in, Chris, that I was sitting in the room there. I'm
just like, all right, I'm the only one in here. This thing is not good. So I pulled up another
phone, tried to join in and I was like, oh, it's not letting me in. That's why I'm the only one
sitting in the room. So I tried to do the little refresh, didn't work. So I had to crash the whole thing and start a new one. So yeah,
it basically would have been me sitting here listening to the little intro music for an hour,
which was not cool. But Eddie, I welcome you to the stage. I'd love to hear your thoughts,
of course, or anything related to what you're excited about
this morning.
How you doing?
Yeah, hey, I usually lurk in these spaces
and I sometimes give Ryan some info in the background,
but I noticed that Landon was having problems
and he usually fills in the auto stuff.
So just wanted to come up and give some insight here.
So, I mean, the US, look,
truck is the number one segment in market
in the United States, right?
Ford, there was a year where Ford sold a million F-series.
And GM with their, you know, with their Chevrolet
and their GMC model,
they also combined sell about a million.
So I think this is something that Tesla had to get
into eventually. And the Cybertruck, you know, is a great truck. I have one. I've had one for a while
and I love my truck. But so for $80,000, most of those truck sales goes to fleet sales. And for
$80,000, it's kind of hard for a lot of fleet managers to, you know, 80,000 per unit. So this $60,000 price point is great.
And they did one before,
and a lot of people in the Tesla community
called it the T-MU edition,
because they cut out so much,
and it was only $10,000 less.
So, I mean, they cut out the 240 volts in the back,
the 110 power in the back. They cut out so much that it wasn't
worth the 10,000. And a lot of us thought that they did it just so that they sell more of the
premium. But this one was actually worth it. And in my opinion, if I had this option, when I bought
my premium all wheel drive, I would have bought this one because I actually use my Cybertruck as a work truck and not as a, you know, not like
like a lifestyle vehicle, what a lot of people, what I've seen are using Cybertrucks for. I mean,
this thing has 240 volts in the back. I've actually welded using my Cybertruck. This thing,
you could just like, instead of pulling power to the location and like having a generator,
you could just drive to the location, you know, have your extension cord and you could just like instead of pulling power to the location and like having a generator you could
just drive to the location you know have your extension cord and you could just weld at the
location it's it's a no-brainer and then you know i drive down to mexico to do missionary work and i
could just power the job site right from there it's it's amazing um the capabilities that this
this thing has and so i think part of the reason why they're able to do the 60,000
is because they've been working on this dry battery electrode for the 4680s. And they've
been doing some, you know, doing this for some time. And I think they've ramped up the supply
on it. And so they have this excess supply of 4680s. And because since the Cybertruck hasn't
been selling so well, I think they have a surplus of
it. And that's probably why they have the sale going on. Tesla hasn't done this in the past,
I don't think. And I think this is the reason why they're doing it. And that's why there's a 10,
you know, 10 day limit. But if, you know, it looks like the sale is going real well because
the delivery date has been pushed back to September, you know, they might be able to
increase the price maybe a few thousand and, you know, they might be able to put, increase the price maybe a few thousand
and, you know, continue to sell to fleet managers
like police and, you know, contractors and stuff like that.
I did not know that they pushed back the pickup date.
That's good news.
So how much, where was it originally
and how far did it get pushed back to?
It was June, July before, and the latest delivery dates are now in September.
So from what I understand, some people are still getting the June, July, but like the demand's high.
Is that what I'm understanding?
Yeah, it seems like a lot of people are ordering it.
Sawyer put out a poll and, you know, based on his poll, again, this is not scientific or anything like that.
But it seems like we're getting a good amount of delivery.
And, you know, originally the Cybertruck production line was set for about 120, 150 units per year.
And, you know, the last couple of years we delivered 30 and 40,000.
So, you know, the line is not at capacity. And if we could
get hopefully, you know, more demand towards it, because it's a great work truck, you know, I've
owned trucks for like 30 years, I've had Ford, I have GM, I was a Ford guy before I went to the
Cybertruck and the Cybertruck is just such a great work truck. There are some, you you know fallbacks obviously that you know like for example one of
the things that truck owners do is they put ladder racks or campers and with the unique design you
know all the other trucks look the same right but with the unique design you can't get an easily
aftermarket uh you know ladder rack or camper that fits the Cybertruck easily. And the aftermarket business is huge for truck owners.
Yeah, you're definitely speaking my language when you said your Ford guy came over to the
Cybertruck because I am absolutely, you know, I love Ford trucks myself.
And, you know, here in Jamaica, it's actually it's actually very compelling, even with the price
going down. Because where I live, by the way, those of you, in case you're wondering, no,
most of the Wolf guys are in Puerto Rico. But I, Taj, I live in Jamaica. And there are some
Cybertrucks around here. But it's not very common. But the price going down with the import fees and
all that stuff, it does make it very compelling that it is a work vehicle so all those things you said it really catches my attention
because you know here for the most part if you're getting a truck it's going to be a workhorse and
you're out in the field using it so that's that's compelling sale for sure but uh i also brought up
of course uh tesla owners silicon as usual, hanging out with us.
I think this is the third week in a row, John, if I'm not mistaken.
So I'll pass it over to you.
Is there anything like obviously I wasn't here for the first 20 minutes?
Is there anything you guys haven't talked about or is it just more top of mind stuff?
Yeah, we just honestly we were just talking about the sub $60,000 Cybertruck and our thoughts on that.
Pre-orders are backed up because it seems like there's a lot of demand and anything really that comes to mind.
But that's where we really landed right there.
We didn't move on from our reactions to that because we had some technical difficulties in the beginning.
Yeah, no, the Cybertruck, I have a dual motor all wheel drive. And, you know, the one that I have,
I did have a Foundation Series. But I did end up getting another truck just because the first one
was having a decent amount of issues because it was the Foundation Series. And I don't think
anyone's hiding from that. But,
you know, the first couple are always going to be a lot of like, you know, kind of potential some headaches and some kinks. But now, I mean, the fact that I mean, this is going to be this
one, I think is going to be a game changer. I mean, you're clearly seeing it, if people especially
are ordering and now they're getting expected delivery dates in September and October.
are ordering and now they're getting expected delivery dates in September and October.
I think really $60,000 is a price point that, you know, a lot of people are going to be
able to reach when you think of the average car price is what, high 50s, $57,000.
And when you think of, you know, again, you know, when you think of, okay, what cars are
in that category, let alone what trucks are, right?
You think of like, I think it's like the Silverado base model, which has like 280 miles.
And again, first off, you're buying, you know, something with what they call the double Oreo stacked battery as, you know, with these Silverados and Hummers.
So you're going to get a highly inefficient car, let alone something that is going to take forever to charge based on how big the battery is. But I guess what I'm trying to say is like just when you think of at 60,000 and you compare it with a truck that can drive itself, that pretty much has everything other than maybe the, you know, it has the textile interior and it does not have the air suspension.
textile interior and it does not have the air suspension, you're getting a truck that can drive
itself that has literally driving experience as like, you know, like a Range Rover almost
with the four wheel steering and steer by wire. And so you're not, you're getting a car that is
not going to come with anything that will really any setbacks, right? I mean, especially with it
being $20,000 less. And so, you know, maybe the
look is not something that you would first buy. But once you drive the truck, you know, it really
is just it becomes an amazing daily driver, right? Obviously, it couldn't become a little bit
difficult given the size to park. But really, outside of that, there really are no downsides.
And then, you know, how much are people really even using the tow capacity, right?
I think it's 7,500 pounds versus 11,000.
I mean, when you think of the majority of trucks, you know, maybe they're being used.
What most truck owners are actually doing with their trucks.
So I think, yeah, it's just, it's a no-brainer if you're in that price point and you're comparing potentially a higher-end SUV.
You've got a family and you want a little bit more utility.
It really is just, again, getting something at $60,000 with the driving experience of just driving it if you want to yourself versus being able to drive a truck that can literally
drive itself. It's just that it's really going to be a no brainer. And so I'm hoping that they
don't increase the price. I know they always will fiddle with it, but if they do, you know,
hopefully it only goes up to like 62, 63,000. But if they start, you know, going up five,
10,000, it's really going to, I think, just drop the demand. Whereas I want to
see a lot of these on the road, just because it's such an amazing vehicle that people should
experience. And yeah, I think people are just last, last points for this long rant. But the
other thing is too, is people, at least I had a discussion on our podcast last week,
where people were talking about, you know, the, the, you know, what was advertised at $40,000, $50,000 and what Tesla
delivered was something obviously far from that as far as the actual $80,000 truck and the mileage
and performance. But when you just think of the inflation and where we're at, I mean, a Ford Raptor,
I think in 2019 was something like $47,000 And now the average one is like 80,000.
So, you know, you have to take that into consideration. But I think people got price
locked on on a certain number and didn't take into account the crazy inflation that we had
during COVID and some of the other factors like the economy. But outside of that, like I said,
I think it's going to be it's a great lever. I was not expecting that. I thought, you know, Tesla had released a cheaper version, which was pretty much a dud.
But with this, they were able to, you know, release something that I think they didn't remove all the amazing things that make the truck, the Cybertruck, the Cybertruck.
They kept a lot of those things.
And because of that, I think it's going to sell really well.
So sorry for that long rant.
And thanks for having me.
Well, John brings up a great point.
The original release of the dual motor was $50,000.
And if you put it into the inflation calculator, that comes up at $63,000.
So the $60,000 is actually under the original price that they uh they quoted before they during the release and then so you
know what he was saying about ford with you know we could see the cyber truck change you know the
police uh fleet i mean they make perfect police vehicles i don't know if you heard taj if you you
know anything about upfit but they what they do is they take cyber trucks and they they you know
upfit it for all the police gear and with the they they you know upfitted for all the police
gear and with the lights and you know the bulletproof all all the gear that you need for
police fleet but you know with the 30x stainless steel it's perfect for it anyways already based
and then so all you have to do is just add some more stuff to make it uh capable for a police
vehicle and then on top of that because it's electric and you're not you know for a police vehicle. And then on top of that, because it's electric and you're not,
you know, for a police vehicle, you have to keep it running. It doesn't waste as much gas
energy with an electric vehicle just sitting there eye on versus a gas vehicle.
Yeah, definitely. I think there's a lot of potential for you know all sorts of use cases
and i i think it's just really cool and again i i'm just really excited i really like personally
the direction which is this is going and i didn't even think of the inflation aspect of it obviously
we know everything went up but when you factor that in that's even a bigger discount when you
really think of where the price should have been so I wonder if that's a matter of the efficiency of the production
or do you think it is more so the promotion
trying to really get these things moving in the conversation
in the mind of truck buyers at this moment?
Which direction do you think it's more so of it?
Like they're able to more efficiently produce them
or they're just trying to spark up the demand?
Like I said earlier, they mentioned in the earnings call
that the 4680 production line is already the cheapest
production line in the world.
And then this is without the dry cathode.
And recently they've announced that they've gotten the dry cathode
to work as well.
And if you've looked back in Battery Day, the whole purpose of, you know, doing this is so that it reduces the factory footprint, the time that it takes, you know, because with wet, you have to go through this drying process and it takes a long time. So it's not only the time, you know, time is money, obviously, but it's also space and time savings.
obviously, but it's also space and time savings.
And so that's why I said that, you know,
they've been working on the 4680 for some time
and because the Cybertruck sales hasn't been that high
and Cybertruck is currently the vehicle using the 4680.
I think there's been a surplus of 4680
and maybe that's why the Cybertruck is going on sale.
But yeah, because if they continue to produce 4680s
at a high volume and at low cost, then they might be able to continue to sell in Cybertruck these prices.
Definitely makes sense there.
No, really cool stuff.
And some other headlines that kind of came across the attention, or at least my attention in relation to this.
I'm seeing a lot of international
things shipping. Because a lot of times we're focused on what's happening, especially in Texas,
expanding to Florida, competing with Waymo and all this stuff. But I'm seeing a lot of news of
demand in China. I'm seeing a lot of spike in demand in New Zealand, Australia, and upgrades
being shipped all over. So I mean,
when I was scrolling, and like, just really like looking into this stuff, I'm like, man,
especially Australia, New Zealand, seems like there's a lot of developments that's happening
over there. So it's like, it's just really interesting that all this stuff is happening,
you know, domestically, but at the same time, too, like globally, there's really a lot of demand for this now. And it's just, it's just really interesting how the strides and you know domestically but at the same time too like globally there there's really a lot of demand
for this now and it's just it's just really interesting how the strides and you know once
snowball starts rolling it just picks up so fast because i feel like global demand for tesla and
everything is going to even just be way bigger than everything that's happening domestically at
the moment so i don't know your thoughts on that as far as expanding that and even
production of the Cybertruck and shipping that around and
where that's going. Some thoughts on that. Have you been
looking internationally?
Any thoughts on that? Say Penny or either of you?
I mean, I think there was a post that just showed Cybertrucks on a delivery vehicle, like a semi-flatbed with different Cybertrucks in Europe.
So, I mean, the demand is out there.
I know that people in Asia and people in Europe want the vehicle.
I think Tesla at one point had talked about a variant that was a little bit smaller to fit roads.
But I don't know.
And I like what Eddie was having to say.
I think it was Eddie.
I don't know.
I can't even see Eddie as a listener.
So I was saying about the 4680s and just the factory layout and the floor, like we covered
that years ago back in 2020 when Tesla was ramping that up and talking about it and just
how exciting it was to do it and make more room.
And a lot of us have watched it. So to see it go into the Cybertruck is great.
As far as internationally goes, Model Y is already the number one selling car in the world,
right? So Tesla is international and I expect that that will continue to grow. But my sense is that more than focusing
on international growth, they just need to continue to focus on their products, right? That's going to
fuel growth everywhere. The focus right now is getting unsupervised robo taxis to scale in the
United States, because once they scale it here, it'll be trivial to scale it everywhere else. The
problem is solved at that point, right?
And they need to focus on bringing Optimus to market, getting out that version three.
That's the unit that changes the world.
I get a little bit lost in terms of interest when we're talking too much about cars and we're talking about Tesla.
Because although they are the now, I always been invested in tesla for the future
and the future is the robotics and the ai we're talking about the the self-driving at the very
least right and and that's that's really where the story is if you're talking to me and we're
it's it's like slow but then all at once i've been watching this for so long i think that there's such
a small percentage of the world that has actually got in a self-driving tesla and that understands
what these cars are actually capable of right now not in the future we're living in the future right
now and you know for me the whole story is just really, how does that get rolled out?
How quickly do people adopt it?
How quickly do people realize, you know, that we are in the future now?
And more important than, you know, what countries they're releasing in or even what price the
Cybertruck is, well, you know, when I think about the cheap Cybertruck, that's like, cool,
because I can buy one.
But it doesn't change the future.
Like, Optimus is going to change the future.
And they have a robot that they're just not even showing anyone. The hands are so good,
they don't want to demo it because then the other robot companies are going to copy it.
And I'm just super excited to see what comes from that. All my attention is on what do the next 5,
10 years look like in the future, the way that technology is like just absolutely transforming space.
You watch the stock market and you can see the bottoms fall out of these gigantic companies because of some small AI release.
You know, everything is changing so fast and Tesla's on the forefront of that.
And, you know, all this car stuff, it's like just almost background noise to me.
Well, the Cybertruck was more of a proving vehicle also for Tesla.
So they, you know, it had all this new technology in there, like the 4680, the 48V, you know, the steer by wire and all this stuff.
And they took, so it was used to prove all these new things and like kind of build up the supply chain for it.
And they took all this stuff that they proved in the Cybertruck, which is a lower view, you know, volume vehicle, and they
put all of that into the cyber cab. The cyber cab is going to have all these features as well.
And so they're going to ramp up, you know, the cyber cab with it, you know, with all these
features and with 4680 dry electrodes being done. And so, you know, the hopefully they'll have the
volume in order to
produce the cyber cab because they're talking about the cycle times for the cycler cab at like
five uh ten seconds and five seconds at full ramp i mean that's a crazy amount of output you know
for that vehicle and so yeah you know i think it was smart for them to to use the cyber truck to
test all these things out and then they even sent out the Cybertruck to test all these things out.
And then they even sent out the book to get all the other OEM to move to 48 volt.
And it seems like Ford's the only one that's done that.
And Ford is not doing so well with their whole electric division.
And quite a few car companies are actually
backpedaling. Anything to do with trying to catch Tesla as they thought they were going to do,
it's like they're just like, yeah, we're just going to go a different route and just hope for
the best. They don't even want to compete in the same arena as Tesla. I mean, they've waved the
white flag. I've seen so many different car
companies i just like to keep track of you know uh like volkswagen and bmw and all of them seeing
like where their heads are with it and it's it's without saying they can't beat tesla so it's like
just do something completely different that seems like the the the route in which they are taking
at the moment but uh yeah no i really appreciate the thoughts thoughts about Optimus and where we're going with that.
Because obviously, you know, there's so much.
There's the energy division.
There is the robo taxis,
even Grok being rolled out in these vehicles and everything.
So it is so layered.
I think the reason why, at least for me anyways,
my mind kind of goes to the vehicles
is just because it's the most physical thing that we can see when, you know, human nature is out of sight, kind of out of mind.
And I know that's not really a good thing, but I think that's why a lot of the conversation
tends to lead around like the vehicles and the prices and all that thing. But, you know,
otherwise anything else that's like coming up on your radar that that might be of interest i don't know kristin like you seem to be really into uh just different areas of the tesla ecosystem and so on but uh
you know i would like to kind of pass to you see if there's anything that really excites you that
we haven't really touched right here because i have a whole bunch of headlines that we can go
through but you don't necessarily have to cycle through headlines but uh i'd love to hear from
you as you as an individual.
Yeah, thank you.
I mean, this isn't a headline or anything.
But I don't know if I shared my parents got a Model Y.
And they got it in that beautiful red color.
And so they got the Model Y.
They got the full FSD package before it retired into the horizon.
But people are on subscription plans if they move forward.
So I am excited for my parents. My brother, they often ask him in the evenings to drive in places.
And so now FSD is taking care of that. So it's great to see people as they age and they're not
capable of doing things or they feel as confident, the FSD is stepping in and doing that. And just
the other day, I was having lunch and this old lady just comes by. She's like, is that your
Cybertruck? I'm like, yeah. She's like, I just love seeing it.
And I'm like, I love it.
And she's like, I know.
She's like, my daughter bought me a Tesla and all I have to do is get in and push a
button and it takes me where I want.
And this lady was probably like pushing 80, if not 80.
And I'm thinking that is the kind of thing I want to see where people can get in these
vehicles with the FSD and it drives them everywhere.
So I'm excited about that.
I'm excited to see this
just ramp up and be a part of our society where people don't have to have the kinesthetic skills
to be able to drive a vehicle. The vehicle with the FSD and all that Tesla has put into it with
AI can drive people. So that keeps me excited. I hit my autopilot button on my screen in my Tesla and glanced and saw that it had done 98% of my driving
since 14.2 was downloaded.
It's one of those things where you can look at it 100 times
and maybe it's the 101st time where it really hits you.
It's like 98% of my driving is done by my car.
And the percent that I do drive myself is really just
because I'm being picky because I don't want to wait to see where it chooses to park in the
parking lot. Like it's, it's really wild that I already own a car that does that for me. Like I
have a personal chauffeur already. It's unbelievable. And most people really just,
they don't even know, forget about that. You can buy it. They don't even think it's unbelievable. And most people really just, they don't even know, forget about
that you can buy it. They don't even think it's possible. Like people think, you know, I won't
trust a car to drive for me. You know, it's not going to be safe. What if it crashes? They don't
realize that already our cars go many times more miles without fatal accidents than other cars do because the safety features
are so good. They make everyone a better driver, period. I don't care if you're Mario Andretti,
getting in a Tesla will make you safer. It's really something else. And to witness that and
to be early participants in that and understand that we're already doing it and most of the world doesn't even know it
exists. That's how I know that we have an opportunity, right? Like you can talk about
prices or stock or anything else. What I have always based my view of the world is like,
what can I see that other people can't see yet? That's where my advantage is. And, you know,
for years with Tesla, those
of us who have had our eye on the prize have known that this is eventually where we're going.
And, you know, now I think the people that discover right now are so lucky because
they still, there's so much upside from here and they didn't have to wait through a lot of the
hard times when they're figuring this stuff out. Now it's like the technology is ready and it just needs to be deployed.
It's a magical place to be, I think.
And I'm really just enjoying watching it all happen.
Yeah, people think FSD is like any other, you know, ADAS system that's on the other
vehicles.
I mean, they're saying, look, my GM has
FSD, my Ford has FSD, but yeah, they don't understand that it actually is driving, doing all of our
driving for us. I mean, it's, you know, it's, we're in a bubble. So that's kind of like why I like where
Tesla's going with the RoboTaxi, you know, they're making RoboTaxi ubiquitous so that, you know,
the cyber cab would just be able to pick you up anywhere.
And then also with the rental program, I think with FSD,
you need to experience it firsthand in order to like believe in it and to
trust it. And, and so the,
with the rental program that they're planning to push out in more,
more cities, they do have it in Southern California near where I live.
And, and so I'm hoping that with those two things that people will be able to experience it and then actually use it.
It really makes sense there. By the way, those of you, if you see what I pinned up there, you know, when Kristen was speaking about the excitement of
older people, it made me think of that video. And by far, that is probably my favorite Tesla
video that I've seen. I don't know if ever, but definitely within the last year, like I've watched,
I don't know, maybe a thousand of those views are probably me because I just, you know,
the original video, because I kept replaying it over and over and over. Her excitement just honestly made my day brighter. So those of you
that are really, I guess you would say looking at negative things on the timeline, you want something
to just give yourself some joy, just watch that video a few times. And I'll have to ask if you're
human, if you don't smile after watching that lady's excitement from seeing this car driving
her around. And it's so much deeper than just, you know, tech is so much deeper than a machine. I've never seen any other
machine of that matter put a smile on a lady so much. And she says she's glad she lived this long
to see this. So that's pretty amazing right there. Really excited. I tried to convince my mother
to get one recently when she was actually a couple weeks ago when she was looking for a new vehicle.
And she didn't go that route so much to my disappointment. But I'm happy, Kristen, that your family did go that route.
So I'll celebrate for you living vicariously through your win. So, yeah, no, as far as, you know, the AI and the rollout of things, too,
like I said, with New Zealand and other places like that, they're embracing this and
they're looking forward to it. And unfortunately, like certain areas, like they're skeptical of it,
but you know, there is positive things on the horizon. I think that once the data starts to
come in, it's going to come to the point where people are just going to admit like, you know,
you can't, you can't fight the data, All the obvious things, all the numbers, insurance companies are offering 50% discounts and such
that it's like, obviously,
that they're going to have to stop fighting against gravity.
But no, I really appreciate that.
All the perspective of like the various things.
You know, Eddie, as far as, you know,
you said that you travel down to Mexico
and you do some missionary work with it and so on.
I'm curious. I know this is a while you said this, but the thoughts of that when you come through
with a Cybertruck, just the reactions of everything and how that actually,
seeing it in the field, how it changes perception of people. Because again, it's not like every day
you see one of these things in action. I mean, that has to be a great conversation starter and
just open up people's minds. So if you mind just sharing a little bit about that,
I'd like to hear that. Yeah, they love it, the Federali. So I was afraid when I bought it that,
you know, the Federali would go and like take my drug from me. And that was one of my fear.
But, you know, I just you can't live in fear and it's it's for good work. So if it happens, I just have to, you know, do an insurance claim.
But yeah, I mean, they loved it down there.
So it's for it's an orphanage that my church sponsors.
And so there's like, you know, 40 kids there.
And the first thing they did, obviously, everybody wanted to go for a ride.
I put it on Baja mode and just going up and down the you know the valley
there they everybody loved it they had to take their turns and they're just all laughing enjoying
you know they were just having a blast but yeah the federally they there was a point where i don't
know why fsd took me off of the toll road and and and went through the city but there was a point
where the federally had a checkpoint you know where they were looking at every car that went through the city but there was a point where the federally had a checkpoint you know where they
were looking at every car that went through and yeah they they loved it too so it's just it's a
great you know everybody who's seen it loves it uh especially without the politics that goes around
that but yeah it's it's a great vehicle. That's why.
I personally would love to see that in action.
Just seeing the looks on the kids' faces, I think would bring me joy.
Just like seeing that lady in the vehicle.
I think that's just the coolest thing.
I love the human side of things.
That's why I'm asking these questions that aren't necessarily related to the company,
aren't necessarily related to finances, future, making profits and investments. But like
the human side of things, I think really kind of speaks to the tech because it's so easy just to
look at tech. And that's kind of why I'm leaning into that case. Anyone's wondering why I'm asking
that question. It's I think it's I think it's very relevant to the story of what they're doing,
you know, and how it goes beyond and even going to Optimus, right? There's one way to look at
this is just a robot, but how it's impacting lives, I find that to be very interesting.
And going forward, you know, how that's going to enable the elderly, the young and so on. I think
that's just really cool things. But in addition to all of that, of course, you know, it overlaps
with the satellites and so on with SpaceX, but just a few headlines I'll just throw out there to hear some thoughts.
You know, Starlink, they're doing all sorts of things right now in the Philippines.
They're doing direct to sell.
They're doing partnerships with the UAE and India to help with schools, educations, and all of those things.
And also, they're partnering with
retailers in Venezuela. And I find this is all interesting and it's connected because
a few weeks ago we had the whole speculation, would they ever roll everything up into one
company or not? There's great overlap and synergies and so on. But whether Teslas are
rolling out in those countries and those regions, I think it's just really interesting that
how they're impacting humanity and helping in local regions and spreading goodwill, if you will,
I think is the greater mission. And I think the umbrella of everything that they're building. So
when Tesla's are coming into consideration, I think they will have the leg up because like,
well, you know, this company is doing some great things, has improved their lives in so many ways.
And it's not a direct impact from Starlink over to let me pick a Tesla. But I think there is that consideration where
you're dealing with humans here. So not always data driven, but obviously you feel good by what
they've already done to improve your life. So why not stick within that ecosystem? So no,
any thoughts on that, the overlap of all that and anything you know, anything related to that.
I'd love to hear your thoughts.
I know, Kristen, you're more on the vehicle side,
but just as far as, you know, the overlap in what they're doing globally
with Starlink and all the various companies, any thoughts?
Oh, yeah.
Like, the thing about Elon and his companies is he vertically integrates everything.
So we can look at Tesla as itself. I i mean i consider a tech company first and foremost i mean the the exterior of the vehicles
they use the brightest minds and engineering and chemistry and science and software engineering
to bring everything together and make them move forward and vertically integrate and if and if
the industry is working in batteries and they're not doing it fast enough elon literally onboards
it and vertically integrates battery tech and they start putting out the batteries. So it's fascinating to
watch Elon and all his companies, but they all start becoming efficient and working together
at some point. Like if there's people who want to, I mean, just in itself, who work at like Tesla
and want to transfer to SpaceX or something, if they're proficient enough, they're given the room to do that before they
hire even outside. But Elon uses the tech and the findings of his different companies to go into
the other companies. So SpaceX, Starlink, whatever. If you need to use Starlink in your vehicle,
it makes sense. He's not going to make things that don't work together. So there is a huge
overlap in a lot of his companies. You've got the boring tunnels where you've got the Teslas driving inside of them.
You've got the Cybertrucks over there at SpaceX, but there's a whole lot more happening behind
the scenes that we probably don't know about. I mean, the foundries make certain metals that
work with the Cybertruck and then it works with the Starship. So there's a lot of that we love
to watch that we kind of nerd out on. But I consider most of his companies completely about tech and just science.
And I don't even know if science is the right word, engineering and moving forward.
So, yeah, I love it all.
And there's more to uncover.
And there's so many more nerds of us out there that share more stuff.
So I like to hear the new stuff, too, because it's there.
But, you know, like random patents that people put out, you're like, that works.
That's what we needed, kind of like the dry electrode technology we were talking about.
It's using that science and technology to serve humanity, I think, is what a lot of people also
miss, right? Like, if you think about each of his companies, you can think about self-driving
serving you, or you can think about how it serves humanity, because I
don't care if you like to drive or not. At some point, you're going to lose your vision to the
point you're going to lose your mobility to the point where you won't have the freedom to drive.
And hopefully that's not for a long time for everyone in this audience. And hopefully no one
close to you goes through that anytime soon. But my mom used to love to drive and she's horrified of it now. And she would be served so
well by being able to push a button on her phone and have an inexpensive, safe cyber cab drive up
and pick her up and take her wherever she wants. And there are so many other people like that.
And you can say that about the cyber cabs from Tesla, or you can say it about the cheap internet from Starlink,
or you can say it about the functionality returned to people from Neuralink. The list goes on. All of
his companies serve humanity. At some point, SpaceX will get us to another planet so that
the light of consciousness now has redundant home bases. And I think it's just so cool that that's what he's using technology and science for.
And, you know, that's what's so interesting
about this whole story to me.
Everything else is, you know, footnotes in the story
of how do we use engineering and technology
to just take us to the next level.
Elon thinks really big, right?
I mean, in order to have cyber cab and optimists everywhere,
there's a huge chunk of our country and a huge chunk of the world doesn't have infrastructure
doesn't have, you know, the cellular or any kind of communication infrastructure. And
so he's already, you know, put out a bunch of real satellites for Starlink. so he's already you know put a bunch of real satellites for starting
link and he's planning to make that even more robust with V3 Starling and then and then
put AI data space data centers in there to do the training and the inference compute
for all these clients you know the robots and the cybercats that are going to go everywhere.
So, you know, it's just part of his big master plan.
But in order to do that, he has to have all of this company execute together.
Ewan, oops, sorry. Messing up with audio here. Can you guys hear me?
Okay. Yes. Awesome. Yeah. I thought I lost my audio for a second. I was like, no, not towards
the end. But well, since we are making it towards the end, I just want to put a quick plug out there
for everyone that is on the stage. I highly recommend you follow them because there is a great and amazing community.
Every single page of all the speakers that are on the stage, they have their own spaces.
They have their own shows.
They have meetups in real life, too, as well.
If you want to travel and get connected to some of these clubs, I've really been welcomed in by the Tesla community as, you know, someone who is helping to host these shows
and so on. But I would say the people make it absolutely amazing. So follow those pages,
connect with them, check out what they're doing. And there's like spaces every single day. The
Tesla community has spaces, including at night. So if you're more of a night person than a day
person, I was in a really good one last night. I forget exactly who hosted it, but just check out
all the amazing
speakers. Follow us around. Not us as in like me, because you don't really have to follow me,
but follow them. Which is I would really appreciate because they've hung out with us
for the last hour just sharing all the amazing things. And I just really want to say thank you
guys so much. And, you know, John, is there anything that you guys are doing, whether it is locally or anything online that you want us to check out?
You know, I haven't heard from you in a little bit, but, you know, just give you the opportunity to kind of share where people can get connected with you and the crew and what to look forward to.
I think it's great.
Yeah, well, I would like to highlight more of a it's more of like probably a U.S. community event.
It's the Chattanooga Charge. It's happening March 21st weekend out in Tennessee.
So, you know, if you are living in kind of what is it, the Midwest over on the East Coast side as well, definitely check it out.
It's a special event hosted by the Tesla owners of Mississippi and
the Tez Bros or DIY Rap Club but yeah that's that's probably like the next biggest thing
I think coming up as far as the community goes awesome sounds good I would really there's nothing
better to me even though I'm an introvert, believe it or not,
even though I speak a lot on spaces and so much, but when I suck up and take the energy and go to
these like meetups and like face to face with these people I've been hanging out with on spaces,
I never regret it. It's always amazing. There's nothing that beats a handshake, meeting people,
connecting with people, seeing what they're really about.
And so I recommend it.
Check it out if you're in the area.
Penny, any thoughts to the last few minutes that we have out and anything that you would like us to look forward to
or anything that you want to share?
Give us some parting thoughts.
My parting thoughts are be optimistic about the future. I keep finding posts about the dangers of AI and all this. And one way or another, there's always going to be someone losing a job. There's always going to be something disrupting a business. It's the nature of life. And if you look throughout history,
most of these times, it brings more benefit than bad, right?
Like, do you really wish
that everyone was still
sewing their clothing by hand?
I think we're all better off
for having sewing machines
and the printing press
and those put people out of jobs too.
But humans are super adaptable
and will find a way to be useful
and find purpose in any situation and being free to do that uh you know on the ways that we like
and what we find fulfilling instead of necessarily grinding to you know do something like drive i
think it's going to be a great benefit for everyone. And, you know, I'm really optimistic about the future. I think there's a lot of questions about how we get there,
but I'm super excited to be part of, you know, the frontline navigating that. I think in these
spaces, we do a lot of talking about the future and prepare the people here and those that are
around us for the future by having those discussions. So love everyone here for participating in that and creating a place where I can do that.
Awesome. I definitely really appreciate that.
And I love to always go to the thing where Elon says that, let me see if I can get this right.
For the quality of life, it is better to err on the side of being an optimist and getting it wrong than being a pessimist and getting it right, something like
that. So it's like, yeah, you could be a pessimist and finally get it right every now and then, but
you're going to be miserable the entire time. I'd personally much rather be an optimist too,
and every now and then get it wrong. Because more often than not, you know what, like the thing that we were worrying about probably is not going to happen.
So Kristen, any last thoughts as we're getting ready to head out of here?
Really appreciate you coming through again.
Yeah.
You know what?
I just want to like kind of reiterate what Penny was saying because I hear signal over
noise and like focusing on what really matters and like what you guys are saying, like there's
always going to be a lot of noise. find that signal, find what's moving forward,
find what's good. And that's what life is worth living. And I liked what Penny had to say, like,
it's not just about all this research and science, but it's the goal of finding truth and what
matters in life and moving forward. And like, you see that in Elon's companies and we appreciate a
human being who's so vulnerable and open doing that and including humanity moving forward. And like, I agree with Penny. Like, I love this community.
Like, I love you guys. Like, I love being here. I'm glad that we can be here. And you go to the
events, even if you're an introvert, what's awesome at meeting up with people is we literally click
because we vibe talking about these things that we love. Everybody adds a little bit of something.
And we're just on this different wavelength of really enjoying talking about the future
and things that we see having to do with all things Elon.
But anyways, I hope you guys have a great day.
Likewise, and it has been a good one as usual.
Thank you for putting up with the technical difficulties
and of course the restarting and coming into a new room.
I really appreciate every single one of you that have spent the last hour with us.
If you're interested in other Tesla spaces and meetups, just follow all these amazing people on the stage.
If you're in the finance, anything of that nature, trading, Bitcoin, whatever, just follow the Wolf pages.
And later on, the next space on this page will be at 3 p.m.
That will be stocks on 3 p.m. Eastern, stocks on spaces.
And in the meantime, the guys over on Wolf Trading are doing some live streaming.
So if you're into charts and all that stuff that's going on right now.
Otherwise, my name is Taj.
I will see you guys next week.
And this has been Tesla Tuesdays, Tesla Deep Dive, and all the amazing things that's happening in all these companies that are connected in one way or another. So really appreciate you all. Have a nice day.
