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Tesla Deep Dive - Part 2
Recorded: Feb. 10, 2026 Duration: 1:01:39Space Recording
Short Summary
Tesla is set to revolutionize the logistics industry with the launch of its semi-truck, featuring full self-driving capabilities and competitive pricing that undercuts traditional diesel trucks. This strategic move, supported by partnerships with major companies like Pepsi, signals a significant trend towards electric and autonomous vehicles, promising substantial growth and innovation in the sector.
Full Transcription
Thank you. okay take two can you guys hear me now uh little thumbs oh awesome i i don't know what just
happened so i i was uh just explaining that in case you're not familiar with the voice it is
taj also known as traffic helping out ryan who is on a stream right now and for some crazy reason
when i refresh the space i popped into a completely different other space so as usual this is just one
of the uh issues that we have when we're doing these live shows, but really appreciate it.
If you do share this back out,
because now,
unfortunately we have to build back up this space because it is a
completely different,
completely different space and completely different link.
So my apologies for that.
Not exactly sure what happened on the back end,
but if you just retweet that,
it would greatly appreciate it.
It will get people back into the room because anyone who saved set the notifications will be going to the old link but i believe we were
at uh penny penny was speaking and that was the last thing i heard right before it shut down and
highly apologize or you know uh trying to get everything back up, sent you the co-host again, and we will kick that back off.
My apologies, my friend.
No apologies, Nick, necessary.
You know, we've been in these spaces.
We know about the technical difficulties, certainly not your fault.
Very nice working with you today on a Tesla Tuesday for a deep dive.
There's always Tesla news, isn't there?
There's Tesla news almost 24 seven.
And boy, did we hear about it this week and I'm excited.
Taj and Wolf, I love coming into the space to talk about the exciting things in the future.
That's where we were talking to Penny.
We're talking about the future.
And as a Buddhist kind of thinker
or a Buddhist reader,
we're taught to live in the moment.
So I love doing that now.
And in the moment right now,
I like Tesla full self-driving.
And I tell you why.
It's because my 17-year-old son is in his Tesla
and he leaves here after the Super Bowl, right?
It's dark, it's a little bit late.
And he's an inexperienced driver.
And not for one moment do I think,
oh boy, I hope he gets home okay.
Because I can just say hey son full self-driving on the
way home and he goes absolutely it's dark it drives better than i do and it sees things in
the dark that i don't see so that's what's on my mind this morning but let's get back and say hi
to penny he's back up here we're building the group back up, Penny. Landon, I love it. You and I definitely both share a passion for the FSD
technology and a passion for the future. I also have a teenage daughter. She's in the process
of learning to drive. She'll be getting her license soon, and I'm so thrilled that she'll
be safer when she's thrilled that she'll be safer
when she's driving because she'll have full self-driving as an option. I actually thought
for the past few years, there was a shot that she'd never have to drive, that she would just
get in robo taxis, uh, you know, from the time she was 16 and beyond. Unfortunately, it looks like
they won't be quite proliferated here by then she's already 16 and
she's just counting down the days till her driver's test at this point but it really is uh it's a
safety thing and it's more than that it's a freedom thing because i was talking to someone just
yesterday whose mom hated driving didn't want to drive anymore, basically was just abandoned, or rather just,
you know, sort of lonely in her house. But he bought her a Model Y. She at first was totally afraid.
At first, she was afraid to use FSD. She didn't want to mess with the technology. She didn't trust
it. After a couple rides, she's free again. She can
actually drive around town. She can visit her son and her grandkids. And it's because FSD takes so
much of the stress out of driving. It really is at a point now where you turn it on and then, you
know, you forget what's happening. And then all of a sudden your car is parking you in the destination. And
that's just so crazy. It's just so wild that we're, we're there now. And it's just a matter
of spreading the technology, not creating it. Uh, you know, it's all the stuff you talked about me
being excited and optimistic about the future. We're now currently in the middle of building
all the things that were science fiction when
I was a kid, all the things that I dreamed about, the self-driving cars and the rockets
building bases on the moon.
This was stuff that was supposed to happen in my twenties, right?
This is the stuff that was, that my generation was supposed to be building.
We waited a couple decades and now it's finally happening. It's
like the pause on technology growth, the pause on the March towards the future is over. Tesla's
leading that March. Definitely Elon is leading that March. And it's just, it is, it's so exciting
to be a part of it. It's easy for me to be optimistic because I've been dreaming about
this stuff forever and now it's finally happening. I want to just add on to your talk about the elderly and our youth that are behind the wheel,
maybe the most vulnerable, right?
Because, I mean, at any age, it's a little bit different to drive at night.
I'm sorry, Landon, I hit the mute everyone button.
You're going to have to unmute. Got have to undo it okay yeah i do that
all the time they put that in just the best location so yeah my my son tells me after he
texts me after his first um his first time alone in his tesla he sends me a text he says dad just
wanted to let you know i'm home safe, 100% FSD, no interventions.
So that's my son.
I'm so happy to hear that from him.
And he's told me after driving a little bit, he says, I feel like this Tesla self-driving
is an extension of my driving instructor because he's just been through the courses.
He's just been doing the tests where you got some guy in the car with a clipboard because he's just been through the courses. He's just been doing the tests where
you got some guy in the car with a clipboard and he's grading. And he says, when I'm using
Tesla's full self-driving, I'm obviously still watching the road. I'm observing, I'm supervising
the car, make sure I am there to take over if there's anything wrong. I said, well, what kind
of stuff's going wrong? He says, well, what kind of stuff's going wrong?
He says, well, nothing's going wrong, but I'm still ready.
And he says, yeah, this is like I'm watching what's going on
in a manner that's not as stressful.
I'm not as worried about what's happening.
And I feel like I'm learning faster.
So Penny, I'm with you there.
And boy, if we don't have it figured out,
we just got to spread the news.
Let's give some test drives.
Let's let people drive our cars and experience this
because it's not just for people that don't,
quote, don't want to drive.
Because you and I love driving.
We love our Tesla performance.
You zip around, you have fun.
And we do that when we want to.
We do that when it's safe and when we're on a mountain road
or we're somewhere cool and we can feel that little bit
of adrenaline rush that we get from our Teslas.
But the other part about it is that when we're tired,
when maybe we're a little hangry,
did you skip lunch today? Kind of thing.
You know, when it's late at night, you know,
and you got distractions in your car, stuff's going on.
That's when I don't want to drive.
That's when I want to have Tesla right there
with eight cameras watching the road around me.
And so that's why I love it.
It sounds like it's a good experience for you.
I can't wait to hear from some others. We've got everybody we love down there in the audience and up here on the stage. Let's hear from everybody. And again, welcome to our host, Wolf. We're just having so much fun being here. Technical glitches. I mean, I don't think I've been in a space in the last week that hasn't had glitches. We're happy to be here.
a space in the last week that hasn't had glitches.
We're happy to be here.
Absolutely.
It's just part of the game at this point.
But yeah, I really appreciate you guys all coming back.
And those of you that would love to jump in the conversation, I know quite a few of the
speakers that were up on the panel fell off when we rebooted.
But please feel free to request back up.
The thing that you touched on that I think is just really exciting is the whole aspect
of, of course, like the safety for everyone. But when we're speaking about the elderly,
I think of my stepfather who spent his entire career driving. He was a professional truck driver
to, you know, now that he's getting up in age and he's still driving, he still all has his
faculties and everything. But the day in which that we're going to have to have that conversation
to take away his keys, I know it's going to be kind of a little awkward. And of
course, you know, I can't just take away his keys, but to have FSD, it might be something where he'll
open up the conversation and say, Hey, you know what? I don't even need to drive anymore rather
than having my mother all worried about these things, because he's going to feel like it's
taking a part of his independence, not just because, you know, the fact that he's going to feel like it's taking a part of his independence not just because you know of the fact that he's getting older but his entire career decades and decades of decades
his profession was driving so i think that's what's really exciting about this whole thing too that
the it's not giving up power it's actually empowering people to still have their independence i think
you know you can push that button it's right there on the screen. It's this beautiful blue rectangle.
And you can use Grok in the car.
You can use AI.
So you get in and you say, hey, Grok, I'd like to go to Walgreens.
I want to go to the grocery store.
I want to stop by my friend Mary's house.
And then I want to go down to the rec center.
And, you know, it just boom, boom, boom.
It populates all those things right there on your screen in the navigation.
You hit that blue button.
It backs out of your garage.
The garage door closes automatically.
And boom, there you've got your person, your mom, your mother-in-law, your dad, whoever it is.
And they're just going to the store.
And they get there, and the car parks, and you get're just going to the store and they get there and the car parks and you get
out and go into the store. Now, if that isn't made to order for people that are losing their ability
to focus on driving, then I don't know what is. It is absolutely empowering for this massive
generation that's aging and they love their vehicles.
Think about the last 75 years that they've grown up in.
It's been all about automotive.
Cars are freedom and independence, like you and Penny both said.
Couldn't agree more.
We had a perfect segue to probably the latest, like, up-to-date Tesla-specific news,
which is all of the semi stuff
that came out yesterday.
And today, Taj, with your, was it your dad or your grandpa who was a truck driver?
That whole industry is about to change.
They were, they were pointing to all the different mega charger locations that they're putting
Elon posted that they're going into high volume production this year for the semi.
And I'm thinking about, imagine when FSD gets turned on for those semis.
That's the kind of thing that can change the whole economy, right?
You want to talk about, like, there are a ton of drivers.
It's not just the family members of the hosts in this space. There are tons and
tons of trucks. Trucks basically get everything that you need where you need it, right? Boats
get it to the shore and then trucks get it the rest of the way. And we're about to automate that.
That could change food prices. That could change everything. Like when you get on the road and you see a caravan of trucks, you know, like each one
of those has a driver that's getting paid and, and might be getting tired and is only limited.
They can drive like, I think there's like eight hour shifts per day or 12. I don't know what the
limit is, but I do know that there is a limit and all of that's about to be completely upended
because this, this Tesla semi project that
they've been working on for years and years that Bill Gates originally said was impossible.
You know, you couldn't do it because of the laws of physics and blah, blah, blah.
And Elon just laughed at them and made it happen.
And now, uh, the price of this semi, here's another thing.
The average price of a truck in that class is like 450,000 or something. And Tesla's coming
out like over 150,000 less, uh, with this truck. So it's a price increase from their original quote,
but compared to the market, it's going to be one of the cheaper trucks you can buy,
but with all of the perks of not needing to buy all that diesel, uh, and, and, you know,
Perks of not needing to buy all that diesel and, you know, self-driving eventually.
I'm like really excited for the Tesla semi story to finally be coming true.
Sparks Nevada, right?
This is the original Gigafactory.
Gigafactory 1 just outside of Reno, Nevada.
And they are making it.
So I love the idea.
This is our semi trucktruck from Tesla.
It's made in America.
It's made by American workers very, very soon here.
They're just finishing off the factory,
and they do hope to start ramping towards that big production.
And I'm like you guys.
I see a lot of these 18-wheelers.
I love my you guys. I see a lot of these 18 wheelers. I love my road trips.
You know, we're planning for the Chattanooga Charge coming up in the second week of March.
And so how do I get there?
And it's a lot of it's I-70.
There's a couple of different ways you can go.
And man, are these interstates full of trucks.
And like you said, they're moving our merchandise.
It either goes over land by rail, which is slow,
or by truck, which is a little bit quicker.
And what do we see in these guys?
We talked a little bit about the father-in-law
and he's a truck driver.
So what pops into your mind, everybody listening,
what pops into your mind when you think of
about an American trucker driving this semi 18-wheeler down the road? Well, the first thought I get is that this is a tough
job. You got to stay awake. You got to deal with weather conditions. You got to deal with different
traffic scenarios. And guess what you got? You got all of us in front of you. You got all these jerks
driving their passenger cars. Have you ever seen a passenger car pull right in front of a semi,
just kind of clueless as to the 80,000 pounds that they just popped their Toyota Tercel right
in front of? Well, so that's what I'm talking about right now
with Tesla Semi is the safety.
These vehicles have got anti-jackknife technology
built into their computer systems.
What does a jackknife mean?
Well, that's a different word for, you know, a pocket knife.
And if you imagine what that looks like
when it's about halfway open,
that's what a truck does when it hits a little bit of ice on the road.
And you get the back end coming around, ass over tea kettle, sideways,
and pretty soon it's in front of you, and you're in a jackknife situation,
and you're just mowing down everything in your path.
And if you survive it, you're very, very lucky.
And Tesla's built that in from
day one to these Tesla semis to where you know when you pass a Tesla semi, this is much, much
safer than any other version. Is it going to come over into your lane? I don't think so. Is it going
to cut you off? Not likely. This is the kind of 18-wheeler traffic I want to be around when I'm on the
interstates. It just seems like the best plan. Yeah, really important things that you said there
too. Years and years and years of driving with him. My stepfather, obviously, as a truck driver,
he would always say, four-wheelers are the most dangerous. You always have to look out for those. The truck drivers are way more alert and everything. So like you have these little smart cars, if you will,
pulling before basically houses on the road and it gets really, really crazy. But I see that
last known survivor popped up here. I see your hand is up. I will pass it over to you, my friend.
Welcome to Tesla Tuesdays, the Tesla Deep Dive Part 2 of our space. Happy to have you on the stage.
Hi, thanks for bringing me up. Yeah, I used to do quite a bit of cross-country driving,
and I know people that were very freaked out by the semi-trucks. They would get all
tense and worried if a truck drove right past them by the semi trucks. You know, they would get all tense and worried, you know, if a truck drove right past them, you know, in the adjacent lane. And I always found,
I used to drive a little bitty car and I always found that the truck drivers were the most
polite and considerate and aware drivers on the road. I much rather shared the road with
the big semi trucks than with, you know,
passenger traffic, you know, the smaller cars. So I have no complaints about, you know, truck driver
abilities. With the semi, the Tesla semi, now the autonomous semi, the obvious question is,
what happens to those drivers? You know, do they all become owner operators where, you know, they own their autonomous truck and they're able to stay home and, you know, enjoy their life and do other things and they send their vehicle out to make the deliveries?
I think that's a great question.
I'd love to give my quick answer there. And it comes from talking to,
you'll probably remember if you're hearing my voice,
the man that I'm talking about.
We had a friend that worked for Tesla
and he was doing the,
he was an ADAS tester was his title.
So that's the driving system.
And he did all the work on that.
But before that job and after that job,
he was an over-the-road trucker.
And so what he tells me from that scenario
is that I can't wait, he says,
to have autonomous trucking and still be in the truck.
And the reason is,
is that instead of just being transportation,
you're actually transporting goods across the country.
And so that means that wherever you go, you're still dealing with things that were designed for humans.
You get there and there's a gate.
You got to go unlock the padlock.
You get to the depot.
You got to check in with the guard at the gate and sign the form.
You got to get into the loading dock and get that thing backed up, sign your manifest,
and then they start unloading.
So I think for the foreseeable future, until we get Optimus humanoid robots involved,
we're going to have some humans involved at the beginning, at the end, maybe somewhere else.
And so I'm totally with you.
I love the idea.
This is so positive about robotics in our future that, yes, we will become the managers instead of the workers.
And if you think about that father-in-law retiring with four Tesla semis in his fleet
that all he has to do is manage.
Then that sounds like a future of trucking
that I would wanna be involved in.
So you bet.
So for right away, for now,
we're gonna have our drivers still in the vehicles,
still driving manually,
eventually supervising and then fully autonomous,
we hope, in the future.
What about those convoy?
What about convoy mode?
What if you can have three big rigs,
82,000 pounds each Tesla,
full battery electric semis,
rolling down I-80 in convoy mode
where they're all three hooked together autonomously the the trucking you
wouldn't think that there's all this tech and excitement in the future of trucking but that's
what i think of i love the question my take just to expand a little bit on what you said is that
you're right about everything landing in the transition. And then eventually it's going to be optimists opening those doors and those gates as soon
as they fully scale that.
And then the idea at that point is that instead of managing trucks or doing any other kind
of job, we're going to be managing the labor of these robots in our local areas to do what
it is that we want.
Like that is the future of abundance.
I think that economies
become local labor becomes automated and those who have agency to drive the automation do.
And those who just want to benefit from it, they can do that too. And I think, uh, that's the
future that our kids will see and whether or not, uh, you know, it's fully realized in the next
five years, 10 years, 20 years.
I don't know how long exactly it's going to take because these robots are something that we've never done before, but, uh, you know, it's coming and the marches is it's definitely gaining momentum.
I mean, the tools that you have to build these things even are advancing so fast with all of this AI.
So it's, it's, it's really incredible.
And I don't think anyone can predict how quickly it's going to change and how much it's going
to change.
But I think we can all sort of just tell the direction that things are going and have been
ever since we replaced hand sewing things with the loom.
And we're not using mortar and pestle anymore and all these previous jobs that we used to
have that are, they're a thing of the past now.
We've automated that labor or we've made it more efficient and we're just continuing on that charge.
And one thing too, that I would add on to that, I think, you know, as people are involved in
different layers of the shipping process, the delivery process, we might find that the driver might, instead of always being on the
road, might be more so the yard manager. And I think of like different stages in my stepfather's
career where he was like sort of the trucking yard, the superintendent, the foreman, whatever,
like all the manifestos coming in and out. And it was kind of helping with the logistics of things.
It could shift in that regards because I know a lot of times too, uh, he wanted to be at certain family events and
so on, but he had to be on the road. So like, there's a positive side to this too, as well,
that like, it's not just all negative thinking that, Oh, uh, these drivers are going to be
replaced. Their, their, their talents and their, their time and energy could be reallocated to
different areas
of the economy and even the different stages within the shipping process too, as well. And
maybe they can be at home for more dinners. They could be at more family functions and so on.
And I don't think anyone would necessarily complain about that because I, you know,
had a great, great, great time growing up with a truck driver in the house, but
it was difficult at times, you know, I wish he was there a little bit more at certain times or really early mornings when he
was local and so on. I think it does have a positive impact on families and society too.
I love the idea of technology allowing us to live our lives instead of controlling our lives.
You know, I've always tried to have the newest thing and the latest thing,
and we all know this rule of technology is when technology works well, we love it.
It frees us up.
When it doesn't work well, it's a little frustrating.
It's harder than maybe not having it at all.
But that's what's exciting,
being insiders with FSD. We've seen four plus years of a lot of these systems from Tesla
as they've changed, as they've learned, as they've put miles on. And now with billions and billions
of road miles and millions of us using this software all the time, we know that it's safer.
And so that's exactly what I want from technology in the future is for it to make my life easier.
And the number one, give me more time to spend with the people that I love and the people that
I want to talk to. Because we all worry about, you know, if somebody said, oh, you might lose your job.
You know, you might, well, you might have to change, you might retraining camps.
You know, what is that about?
No, well, you know, it's not about for me losing your job.
It's losing that security, losing that income that we really fear.
So if that is solved, if that is assured in some different ways in the future, then what do
you want to do with your time? Think about it now. Get ready and just plan for being able to do those
things and not miss as many of those dinners. And another thing on that that I would like to
also bring up, which I think is kind of interesting, of course, they're looking at, you know, 2026, actually this year.
This is not like off in the future because so many times we hear about these deadlines are getting ready to ship and so on.
They're actually planning to really roll things out and scale things up this year, which I think is just really interesting.
It's like you always hear about these deadlines in the future.
And it's like, man, when will a day actually come? But up to this morning, I was reading about how they were
planning 20 dedicated semi truck service centers across the states. I think that's just really
cool. Just the thought of that, that we're really here. I can't believe this is happening. I remember
seeing preview videos and everything. But those dedicated service centers, I think too, is going
to be very interesting because that's going to also have people that have to service those and truck
drivers that would be knowledgeable about all the issues and so on could even be at those service
centers. There's some ridiculous percentage that I'm not going to tell you that I remember exactly, but it's something like 60 plus percent
of the costs of trucking are in maintenance.
And then you've got fuel.
So just those two things alone,
forget about the driver yet,
but if you've got maintenance and you've got electricity,
what's the maintenance?
There's gonna be maintenance.
There's gonna be more. This is not, oh, we're not, what's the maintenance? There's gonna be maintenance. There's gonna be more.
This is not, oh, we're not saying there's no maintenance
because when you're on the road, it's dangerous out there.
You've got tires and windshields and wiper blades
and you've got all this and that and the other
and you've got your electrical wiring
for the lights on your trailer.
You've got the trailer brakes.
So there's a lot going on there.
But we're talking about reducing the number of mechanical components by more than 90%.
So you're right.
I love having those centers out there.
The most common thing these trucks are going to need are tires.
You see those retreads all over the road?
Don't hit those.
Don't hit those.
It's not a paper bag or a plastic bag.
Don't hit the retreads on the road.
But that's what we're seeing there is the tires.
So I'm with you.
So you get these mega chargers built up.
What are we talking about?
500 miles of range.
There's going to be two variants of this truck.
325 is the standard truck.
500 miles is the big truck.
And I like the testing that they've done.
This is not just internal engineers working for Tesla.
They've been working for more than a year
with maybe 10 companies and corporations.
The number one that you hear about is Pepsi.
And they've got a dozen or more of these vehicles
and they're running them hard every day.
They've reported back, Pepsi's own drivers
and their logs are showing
that they can do more than 1,100 miles in a day
with one charge.
And that's a lot of road miles.
I don't care who you are.
Penny's right.
You get 14 hours a day or something
like that before you're done. And you can split it up a little bit, but you've got electronic logs
that are trying to keep you safe without being on the road for longer than you should falling asleep.
So these are the things that are important to me, that maintenance, the cost of ownership
is going to make these things pay for themselves in no time flat.
So much cheaper than diesel.
And I just can't wait for the world to wake up to what Pepsi says is absolutely the number one vehicle that their truckers want.
They want the Tesla Semi.
It's really, really, really interesting stuff there. And of course, obviously, we were just speaking about their batteries, their ranges and all that stuff. But, you know, it's kind of
hard to mention Tesla and all the amazing things and going to the deep dive without going into
energy. Of late, I'm seeing a lot more come out of what they're doing with the solar and scaling up that in that regard.
And I saw a clip, a really, really cool video, actually, of the event that they recently had with all the panels going on roofs and just all the highlights.
I don't know if you guys have seen that with the Solarama event, any of the videos that have gone up on that.
I thought they were just like
well produced like i was watching them as if like this was like some sort of movie trailer
it was really entertaining just watching what's going on there landon i see you're throwing some
reactions have you seen them yes i i saw that omar was at that event in la it was at the Tesla Diner, and I've got two big takeaways there.
One, they've got a panel that's designed with more zones
to where if you get some shading,
you know, you got a tree that's hanging over
and then the sun comes around behind the tree
instead of shutting down the whole panel.
And other panels have some of these abilities too.
So I'm glad to see Tesla doing this.
With the 18 zones,
they say that we're getting a lot more solar production
in the early morning
when there are potential shading issues
and then in the evening.
But here's an interesting one to get excited about.
With this new Tesla solar panel,
420 watts, of course, you gotta be 420.
And it's about the mounting system.
And they're calling this the intelligent rack design. And so if you've seen, you've probably
seen solar panels on roofs, and they're up there in a half a dozen different ways. They're bolted
down, they're, you know, they're clipped down. They've got all these different fasteners. And what Tesla has done here is they've come up with a rail system to where you can start at the top,
you get these rails on your roof, and then you slide in the panels and the installers where this
is all about installation time and then good security in the future in wind and weather, you know, rain and hail.
This system, this track system
is designed to keep everything in place,
but it's designed to go together so quickly.
And you can just slide in these panels.
Can you imagine what we need from solar, in my opinion,
is we need these economies of scale.
You gotta get these teams that can show up
and put up some panels in a day or two
instead of a week or two or more.
I think that's going to make a great big difference,
and I love to see that about the Tesla solar as well.
It's really funny because certain times,
like some of these spaces that i hop on
there's such polarizing views of solar that on that pun was not intended but yeah as far as
with uh the various views of solar some people are saying solar is the greatest thing ever and
then there's the other camp that's like solar solar is so inefficient, it is terrible. And like that back and forth, I think is just, just really interesting. But yet we have, of
course, Elon, one of the smartest guys in the world, one of the most industrious guys that has
invested so much into solar and scaling this thing up. And they're talking about increasing their
capacity even more over the next year. So it's like, it's, what do you really think that one
of the smartest guys
that's trying to get to Mars,
well, now the moon and all this stuff,
like would invest so much into solar
if it wasn't feasible?
Like that just kind of blows my mind
that people have that argument.
Let me tell you what I think about the,
what you just said,
the argument about solar
is what if you set that aside for a minute
and you talked about energy.
Energy production is what we're talking about here and so what does tesla do for us there tesla has one
of the most dynamic products introduced in the last decade that is selling the biggest wait list of any product that Tesla have is for Megapack.
You know, you guys like to hear me oversimplify.
A Megapack, to me as a layman, is a shipping container full of computers and batteries.
And all you have to do is look to Australia or anywhere in the world
that has energy reliability issues.
I mean, that sounds like about everywhere to me.
So if you take a Tesla Megapack or a Megablock,
that's four of them that are tied together
with transformers built in,
what do you do with that thing?
It doesn't generate power.
It doesn't make energy.
So it's not like oil and it's not like solar.
But what can you do with that?
You can hook up any type of power generation
that exists in the world,
whether it's from solar or nuclear or coal or natural gas,
whatever your peaker plant or your power plant has
as a generation source for energy,
you can dump it into a Tesla mega pack.
Why do you wanna do that?
Why do you wanna do that?
Because with the grid,
oh, do you hear all the panic about the grid?
The grid, oh my God, the panic about the grid the grid oh my god the grid
the grid will never handle it the grid is an interesting animal and the the the grid has to
do with the generation and the transmission of power and it needs to be stable and it needs to
be stable because of the frequency that it runs at now Now, I'm not going to go too deep here for a couple of reasons,
but one of which is I'm not an expert in this field here,
but I get excited about it.
When you think about a plant that's generating power,
think about natural gas.
You're driving generators in the plant.
The generator is like a piston in an old ice car
going around and around with a power cycle. And so that creates a frequency
in the electricity. And it might be a different frequency in your country than it is in our
country, but it doesn't matter. If you can, keep that frequency even and consistent. Your grid is
happy. You don't have brownouts. You don't have as many power outs.
And so what does Tesla Megapack do for that?
You can back up any kind of power plant that you've got.
Go ahead and use your natural gas and your oil
and use your Megapack in line.
And then if you do have the glitches and the interruptions,
the Megapack can kick in in milliseconds,
not in seconds or minutes.
To stabilize your grid,
your customers aren't even gonna know
that there was a brownout or an emergency or a problem
because of what this product does.
And then you can stack them up.
These things are like Legos,
just put them right next to each other.
And who needs power right now?
You're hearing about all these AI data centers.
Oh, how are we gonna come up with the power?
Well, that is a challenge.
And it's fascinating to watch the greatest minds
think about how we're gonna power these data centers
right now and into the future.
And Megapack is a huge part of the answer.
Because let me finish with this and I'll land this energy plane of generation.
Our power plants are inefficient.
Because they're designed for the maximum load, but the maximum load isn't necessary,
all they can do is idle for some of that time. Sometimes up to 50% of the time,
these energy plants are idle or slow down or in neutral. And if you have a mega pack right there
or a set of mega packs,
you can run your power plant
the most efficient way possible,
close to 100% what they're designed to run at.
And then you fill up the batteries
when your customers aren't using the energy.
And you have solar that's filling up these packs
during the day for use at night.
So that's what's so exciting.
Use these Tesla energy products.
Probably the biggest growth we're seeing
on the financial statement.
You can put those batteries in a Tesla Model S
or you can put those batteries in a Tesla Megapack.
And Tesla Megapacks are selling like gangbusters for the
reasons we just talked about really exciting stuff there and trust me as a the wolf team that's
we're we're all over the place uh you know ryan is normally on these spaces from mexico i'm here
located in jamaica uh most of the Wolf team's in Puerto Rico.
We have people over in the Philippines.
And trust me, we have a lot of power issues.
And then when we're on spaces and streams, we're praying to God that the power doesn't go out sometimes.
So it is really appreciated.
But I see Dallas Tesla Club has come up.
I'd love to hear your thoughts and then also get Last Known Survivor back in there and see if there's any thoughts you have on the power issue.
But yes, Dallas Tesla Club, welcome to the stage. Really appreciate you coming in.
Hey, thanks, Wolf. I'll keep it really brief. I just want to tag something onto Landon's great point he made there about Megapack.
And the critical need for these as a part of the AI compute infrastructure that we're seeing boom at the moment, you know, obviously power generation is one thing, but where Megapack comes in is stability, right?
These AI clusters on a scale that we haven't seen before with traditional data centers, if you will, for cloud storage, which are fairly consistent with their power demands as far as input. They're going to utilize pretty
much the same amount of power all the time, which is a ton, but it doesn't fluctuate quite like we
see with these AI clusters that we're putting up today. So when they're running a training load or
a massive, massive demand of power is needed at a moment's notice, relying on the grid to be able to handle such ebbs and flows of power demand
is just not sustainable.
So we're seeing these Tesla Megapacks and other various types of stationary battery
solutions to basically act as a buffer or what they call load conditioning.
And that alone is a massive, massive driver to sell these Megapacks because they see up to 95%
load fluctuation in these AI compute clusters.
And Megapack fits in seamlessly to be able to handle that.
So rather than being connected directly to the grid and putting strain on the grid on
these fluctuations, these Megapacks essentially act as a search protector to kind of eat up
that fluctuation. So not only do
they serve as a great backup when, you know, shit hits the fan, for lack of better words. And,
you know, traditionally, we've relied on like caterpillar generators and the backs of these
data centers to fill in when the main grid power goes down. So they kind of serve as a two point,
you know, solution here for load conditioning, as well as a backup power supply.
Really great points there. Yeah, I really appreciate that. Thank you for coming up and
adding a little bit of color and context on that. And yeah, so last known survivor. I don't know,
any thoughts on this whole power issue? And then also we want to get Penny back into the conversation
as well. But, you know, kind of went all over the place as far as where the energy side of Tesla is. But any thoughts on
that? That's really not my area of expertise. You know, I have to say I am a super, super big fan
of solar power, renewable energy. So, you know, I love that Tesla is into solar power. I really wish that they would
double down more on it and that we would hear more about it. I feel like it's something that,
you know, they're working on in the background that they don't publicize a whole lot. I wish
they would do more of it. And I love the concept, but I'm not an expert in that field.
No, just wanted to hear if you had any thoughts.
Really appreciate that.
And yes, absolutely.
Energy is not the most exciting topic,
but it's something that impacts every single one of us
on our day-to-day life,
whether it is a simple thing like we're hot
and we want some AC
or we want to do the latest search on Google
or whatever it might be
or using the LLM or wherever
we're going. It's not like the demand for energy is going down. It's only going up. But yeah, Penny,
any thoughts on that to add? We dove into the power packs and everything, but I'd love to hear
your thoughts on that and what you're looking forward to with this whole energy side of Tesla.
Well, I think people underestimate how much energy affects their daily lives. I've been saying lately that power plants can manufacture the most things and they'll
run the world. So we're in a race right now to be able to generate power on the scale that China can.
And when you really think about it, even oil, gas, any other form of power, where that power
came from was from the stars, from the sun, right? It fed the plants that the
animal ate and, and all of that turned into the oil that we burn in our cars. Now, every bit of
power comes from the sun. So solar power is obviously critical if we want to capture as
as much power as we can. And, you know, the proof is in the numbers. If you look at what China's
much power as we can. And you know, the proof is in the numbers. If you look at what China's doing,
doing, they are building like crazy when it comes to solar. It is very quickly becoming a dominant
part of their power generation. And I think we're foolish not to do the same. I think Elon knows
that. I think actually he's dancing between whether or not he wants to build it on earth
or in space. I think that permitting and things like that, at least in America, make building huge solar panel fields very difficult to do.
But one way or another, we either need to fix the legislation so that that's easier to do, or maybe space power generation is the answer.
I am the furthest from an expert on the actual technical side of building these
things, but you don't need to be a technical expert to understand that all the power comes
from the sun. Just step outside in the morning and feel the warmth, right? So we should be
gathering as much of that as we can. We should not be wasting it. We should be treasuring it.
I'm a big fan of solar power. I think that, you know, we will solve some of the technical problems and some of the manufacturing problems.
But at the end of the day, capturing direct from the source, how could it be more efficient than that?
Why would you want to go through more processes of, you know, being transformed into some other thing before electricity?
So, you know, electricity is the most convenient way for us to store and use energy.
And I think it'll just continue to move more and more in that direction.
Absolutely.
No, it is really interesting.
And again, Elon, one of the last interviews I saw where he was really going into his efforts and desire to see the U.S. scale up in solar was mapping out, I think, I want to say it
was Nevada. It was like a square, just a corner of Nevada would be enough to power the entire
United States. Now, I took a, like when I came out of college, I took a cross-country train trip
across the states from New York all the way to San Francisco. And I tell you, there's a lot of
open land in the middle of the desert that's not being used.
So using a little corner of Nevada for solar,
I don't think it's the craziest thing,
especially where we're talking about demand is going up.
But for whatever reason, like you said,
whether it's regulations and just thoughts,
and of course, legacy industries and so on,
there's just a lot of moving parts
within this whole energy discussion.
But I think it's just really, really but uh yeah what are your what are your thoughts
on that because i mean uh as far as what elon said don't quote me i think he said it was like
a corner of nevada would be able to power the state the entire country that that to me is like
mind-blowing yeah it's a little bit more complicated than that because the power has to be stored and it has to
be distributed so if you have all those solar panels in the middle of nevada you got to build
the grid uh to distribute that across america and and you know so you can't think of it quite
so simply and and also good luck getting the permit to to build those in nevada but but the
point is still there, right?
The point is that we don't actually need to cover
that much space with solar panels.
It's not like we need to paint the Earth five times over.
We can paint tiny parts of the Earth,
convenient parts for us,
and build out an infrastructure
to take advantage of that solar power.
It's not going to be something that happens overnight.
It's not something that's just flip a switch. But the physics don't lie, the numbers don't lie.
And it is an efficient way to gather power. And we do have battery technology. And the demand for
this sort of thing is only going to continue to increase as we have more and more demand for digital intelligence,
which eats electricity. My personal consumption of that just continues to go up and up and up.
And I think I may be on the leading edge of it, but I think that there's going to be a lot of
people that follow and that are using more and more and more AI and putting more and more demand
on these power plants. And that just means that power has to come from somewhere.
We're not going to just not have the power.
We're going to have to build it out.
Nuclear projects take a long time.
You know, coal and oil and all those different projects have their own downsides.
And I think it's time for America to really take solar seriously.
And I hope that Tesla leads the way in that. And
I suspect one way or another, we're going to learn something about power plants in America,
because I do think it's critical for our national security. And I think, you know, whether it's
SpaceX or Tesla that play a big role in that, maybe both, right? Like XAI and SpaceX are going
to be big consumers of this electricity as well.
So maybe they'll be the ones that get into the power plants, but one, one way or another,
it's going to be built, uh, in America soon, I think, uh, new power solutions. And I, and I
think that solar and Elon is alluding to the fact that he also believes that solar is the way that
that's going to happen. Wolf, you know, occasionally Penny and I'll talk politics.
And I'm not going to do that now, but if I do talk about politics,
I think we might all agree that politics,
the parties tend to not mind when they divide us.
When they come up with a statement that, you know,
maybe some people really believe and other people don't believe.
And solar really is seems to be back in the in the political spotlight.
And I'm not sure exactly why or who gains.
Well, OK, we could talk about who gains from energy production policy pretty easily.
But let me push back for just a minute on Nevada. First of all,
Nevada kind of sucks. Like Nevada, if you didn't have Reno and you didn't have Las Vegas,
is there really anything left of Nevada? And it's a huge state. I mean, it's bigger than Wyoming.
It's a very, very big state and it has a lot of rough country.
This is where they shot Westerns 75 years ago.
This is where if you don't have the right supplies
and you get dropped off in the wrong spot,
you might die before you get to the next town
because it's dangerous out there.
So what a better place to put some solar panels.
I mean, what do they want you to think?
They want you to think we're replacing American farmland
and there's no farmland out there in the middle of Nevada.
And Elon does say 100 square miles of solar
could power the country.
And that's not a project idea like Penny said.
It is just to give you the idea that
it doesn't take that much solar. And I do like how apolitical Tesla is with the Megapack because
it's energy source agnostic. Use solar to fill up the Megapack in your town. Use natural gas, use coal, whatever you got. Tesla's ready to help balance the grid
in your town, in your community. I mean, just look at Australia. They're going gangbusters.
Look at these data centers in Mississippi slash Tennessee. The mega packs are everywhere. They're
using natural gas fired turbines for plants. They're using natural gas-fired turbines for plants.
They're using all of these sources,
and Tesla's just there to make it easy, cheaper, and more efficient.
Really great stuff there.
Just a few more minutes left.
Those of you that have just wandered in, this is a recorded space.
Really appreciate you hanging out with us.
We've been doing a Tesla deep dive, covering all the amazing things I'm here.
My name is Tash, covering for Ryan, and I'll be back more often and helping out the whole Wolf crew.
But last known survivor, I will pass it over to you to add a little color to the conversation.
And then we kind of go around for the last few minutes as we're getting ready to shut down.
I guess I don't understand the resistance to renewable energy and solar.
You know, even on a personal level, on a personal individual level, if you have the financial
means and you could power your home with solar panels on your roof, why would you not do that?
Why would you choose to be dependent on a power company if you had another option?
Where is this resistance coming from?
And I think in part it's ideological.
People are used to what they've always known, and they don't trust something new.
But I don't understand it.
And part of it is the big losers, if we go to
individual solar power, even for our individual homes, the power companies will not like that.
And they will find ways to try to undermine and try to resist. And I think maybe that's where a
lot of the negative public perception is coming from. They figured out how to manipulate our perception and use it
against us. That's the theme of the past few decades in media, if you ask me. Some special
interest figures out they have an agenda and then they just push the media and brainwash us.
Right, Penny, I think what you're saying is what I'm hearing is that we don't like to be told what to do.
Americans, right, in the Wild West especially,
you're not going to tell me what to do.
And I don't know that the power companies mind it at all
when we put solar on our homes
because they like that grid stabilization.
They like to have consistency.
You know, some people might live in an area
where other fuel sources are unbelievably cheap.
I feel like I'm in one.
If you can buy electricity for less than 10 cents a kilowatt,
then, you know, what are we talking about here
for solar on your roof?
It may not be the perfect solution.
It's a lovely solution.
And there's a lot of great packages
you can put together for your own home,
for your own property.
But I just love the idea of this is America.
We can make our choices on some of our power sources
and we can believe what we wanna believe about it.
But I do join you in believing that solar is so easy.
You take sand, you make it into silicon,
and you build these panels,
and you just aim it up at the sky.
The people that don't argue about this
are the people that have a hunting cabin
that's up off grid,
that's got a couple of panels on the roof, they don't argue about wanting to use coal.
What are you going to haul the coal up in trucks to your cabin?
I don't think that sounds as easy.
So I'm with you on the solar and the benefits, and I'm so happy Tesla's involved in trying to stabilize energy no matter what the source is.
Really exciting times for sure.
Tesla, as usual, there's so much.
I feel like we just scrapped the surface.
But that's just one of the beautiful things about this Tesla deep dive here on Tuesdays.
We will never run out of content and topics to discuss because they are doing just a lot of amazing things.
And there's always an update being pushed out.
So if nothing else, we can even talk about the updates, but really do appreciate everyone
that has contributed as usual, Penny and Landon. I love the energy that you guys have bring. And
even when I was not speaking on here with Ryan, I was always lurking. I'm a spaces lurker. I love
listening to audio. So I've been hearing you guys energy about this stuff.
But those of you that are also in the audience,
really appreciate each and every one of you.
Of course,
whole Mars is down there,
the Tesla hype.
And I see Jay that was just requesting up,
but we're actually about to end right now in just a few seconds,
but really appreciate everyone that has been in the space has shared this
out,
commented and so on,
but really appreciate each and every one of you that came up as well as
spoke.
And as we're getting ready to head out of here,
any closing thoughts,
Penny and Landon,
then we can go to a last known survivor.
If you have any closing thoughts to shoot up a hand,
but Penny,
any closing thoughts?
Another great Tuesday with the crew.
Looking forward to seeing how the semi stuff plays out
definitely looking forward to seeing how the energy stuff plays out it's been a heck of a ride
already this year and looking forward to the rest of it I think you know the biggest news still
is FSD right now and it's rolling out quick can't wait to see when we get more uh robo taxis and
i think they're up to six unmanned robo taxis in austin now so there's no safety driver in six of
them i look forward to seeing some of those in the valley and elsewhere and uh let's go tesla
and i do like how you said tesla is the ride. I just want to throw that out there.
Tesla is quite the ride.
Well, this is an investment space.
You know, Wolf Financial and all of the people that come in that you have as great speakers every week
that offer opportunities to invest in SpaceX before the IPO, potentially.
And so I love listening to your speakers talk about
finance. I don't talk too much about investing. It was part of my professional career.
But I love the rule, especially for retail investors, invest in the things that you love.
Invest in companies that are building the things that you're passionate about.
And it's so easy to be passionate about Tesla autonomy.
It's so easily easy for me to be passionate about their amazing vehicles that are the
safest on the planet.
And then you've got all the other topics that we talked about today, where Tesla is innovating and disrupting and driving down costs.
And that's in energy, that's in transportation of our goods, and that's in the future of Tesla, which is humanoid robots. Optimus. Anytime now we could get an announcement to see that third version of the Tesla Optimus
humanoid robot. Oh, they've thrown around things like some people might not be able to tell that
it's not a person. I can't wait to see that because our world is built by us, for us,
humanoid robots that are generalized like this. add in that amazing brain that Tesla builds for FSD,
that's in the robot.
Get some grok in there in the future from XAI,
that's gonna be in there.
And pretty soon you've got something
that can do things as well as we can and better.
These are the reasons that I choose to invest
in Tesla specifically. It works for me.
Thanks again for hosting. What a great space. Really appreciate that. It works for me.
And Last No Survivor, any closing thoughts here? Really appreciate you coming up. It was really
great having you in the conversation. Well, I'm really just starting out as a Tesla investor. I've been
aware of the company for a few years and am very supportive of the company and its mission. So,
I'm really just starting out as a Tesla investor and I'm learning what I can. And I just want to
say I'm extremely excited for the future on a lot of different levels. Even with all of the
frustrations and the problems and the conflicts that are going on, I think we have an amazing
future ahead and I am so happy to be part of the ride. Awesome. Another ride statement. So yes,
happy to have you here. And as usual, this is Tesla Tuesdays. We have lots of other spaces content.
If you're looking for Ryan, he's on a a stream right now which will also be on this page or for a YouTube person streams
on YouTube as well but we will be having various spaces including stocks on spaces later on this
afternoon please feel free to check it out but most importantly our co-host, Penny, check out all the amazing things on the profile, as well as Landon and Last Known Survivor.
Connect with them, ask questions, whatever it may be.
We are the people that are on the conversation.
But most importantly, we appreciate you being here listening to us.
Otherwise, we'll just be talking to ourselves.
So feel free to connect with us.
Once again, this has been Tesla Tuesdays. My name is Taj. See you guys later. Have a nice rest of the day.
