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Tesla Deep Dive
Recorded: Jan. 20, 2026 Duration: 1:13:27Space Recording
Short Summary
In a recent discussion, Tesla enthusiasts explored the company's advancements in AI and robotics, highlighting strategic partnerships and growth opportunities in the tech landscape. The conversation emphasized the potential for Tesla's innovations to reshape industries, reflecting broader trends in automation and the future of work.
Full Transcription
Thank you. Thank you. All right, welcome in everyone.
Right. Welcome in, everyone. Happy Tesla Tuesday. It's noon Eastern here on Wolf Financial
Happy Tesla Tuesday.
on Tuesdays. That means one thing and one thing only. Tesla Tuesday. Welcome in. See some people
strolling in. See some friends down there. Go ahead and feel free to request up on stage.
Happy to have a great conversation, dialogue, all things Tesla, all things Elon, all things
making life better.
That's the way I like to put it either way.
I see some of the crew rolling in here already.
Do me a favor.
Go ahead and like and retweet this space out.
Let everyone know where you're hanging out today on this cold Tuesday for some of you
guys.
I know I just flew back yesterday from Tennessee, and goodness gracious,
it is cold in some parts of the U.S. for sure.
Me and, of course, Jordan, he's out in L.A., and I'm obviously way further south,
and both of us were kind of excited to get out of Tennessee, honestly,
as beautiful as it was, had a great time.
But, boy, it's cold in some parts of the country.
I bet Landon is very very cold landon how cold is
it where you're at you know it is not bad here i think you've got it colder and of course we're
super dry yeah we're sitting right at 32 degrees freezing so no sweat here sitting in the sunshine
what have you got for us today pretty good looking looking crew. Oh, that's not bad. Maybe the cold air has moved. I don't know.
It's over in the South. Apparently it's Tennessee, like Georgia,
all that area. It's pretty, pretty chilly in that area,
but glad to hear you've got a beautiful day out there where you're at.
What do I have for us? Well, honestly,
I kind of come into some of these without a plan because there's just so much that's going on to talk about.
I lean on you guys a lot of times to see what's going on.
Obviously, I've got a news feed.
I've got some of the things that I track and everything, of course.
But just kicking it off here, Landon.
What's on your mind?
Oh, I just got a little blurb for you.
How about I give you 400 years of America?
400 years I'm gonna give you,
and that has to go into the future, right?
Because we haven't been America for 400 years,
but I wanna start with how lucky is Tesla?
Well, I think a lot of us use a definition of luck
that is like, well, you make your own luck kind of thing, right?
And preparation and planning
are the keys to having good luck, right?
When you're ready, things happen for you.
So what is it like in Canada to buy a Tesla?
Well, it's been a little back and forth, isn't it?
There's not a, you can't build a Tesla in Canada.
You can build a Tesla in America. can't build a Tesla in Canada you can build a Tesla
in America you can build a Tesla in Germany you can build a Tesla in China and oh yeah okay so
sometimes Canada Canada has gotten Teslas from the US sometimes they've gotten them from burp
from Berlin and looks like we're about to ramp up again. How likely is it? The most entertaining outcome is
maybe the most likely, as Elon likes to say. So it looks like the biggest benefit, the biggest
benefactor, Canada is going to start importing Shanghai China-built Teslas once again. They've dropped the Chinese 100% EV tariff, going down to a little
over 6%. And guess what? Who's ready to pounce on this? Who do you think of when you think of
Chinese EV? I'm not even going to say all the names, right? But you know, they're popping
through your head. Well, who's the most ready?
Is it Tesla?
Of course it is.
Tesla already has distribution channels,
you know, service centers, delivery centers, galleries,
employees working all day, every day.
So all Tesla has to do now is ship cars
from Shanghai to China.
Tesla will easily be the earliest, soonest, and biggest Chinese EV, so to speak, in Canada. In the US here, our Teslas are the most American-built vehicles,
and in Germany, they're the most German-built vehicles, And in China, they're the most Chinese-built vehicles.
So kind of interesting, ironic,
or call it preparation on Tesla's part.
Tesla China is coming back to Canada.
So I think that's absolutely phenomenal.
Ready to go.
Day one, Canada changed their tariffs,
and here they go, gonna flood into the market again.
More power to them, more power to Tesla now. How about that 400 years
of what it's like to be an American?
400 years, well, we're celebrating our 250th this year.
Pretty exciting.
That is, it makes you proud.
Makes you proud of your country and ready to go.
So what happened 200 years ago?
Let's start at 200 years ago.
Forget politics.
What were we doing 200 years ago? Well's start at 200 years ago. Forget politics. What were we doing 200 years ago?
Well, we were burning firewood, weren't we?
I mean, well, there's no, you don't have a furnace,
a natural gas furnace 200 years ago.
You got firewood.
You can grow it.
You can find it.
You can bring it into your house and you can burn it.
And can you believe that our GDP in America 200 years ago
was about 30% from firewood?
Okay, what happened next?
Well, you know, we found there's some easier technology,
some better ways to go.
We found coal.
You can also find coal in your area sometimes.
You can bring it into your house and you can burn it.
You can bring fuel oil into your house and you can burn it. You can bring fuel oil into your house
and burn it for heat.
And so firewood is no longer 30% of our GDP.
We moved into the fossil fuels.
Man, it's so much easier.
Fantastic, amazing.
What about 100 years ago?
Let's move through this timeline.
100 years ago, what did you and your friends do for work?
Well, you weren't coding, I can tell you that.
You were working on a farm.
How can we say that?
Well, because almost 40% of the jobs in America were working on the farm.
It's not these other people.
It was you 100 years ago. It was you on the farm. It's not these other people. It was you 100 years ago.
It was you on the farm, 40%.
If you look around your group of friends,
40% of them were farmers.
Well, we're not farmers anymore, are we?
We moved into the factories.
This is progress.
Why am I telling you this?
Because now, looks like right now,
right now, part of this 400 years,
now we're on year 300.
And what are we doing?
You know, we're working from home in some cases.
We've been in the factories for the last 75 years.
Factory work, inside, labor unions,
dangerous parts, assembly lines.
That's what we've done for a living.
So what are we moving into now?
Obviously, for the last 50 years, it's been dominated by computers. More recently, the
internet. More recently, AI. Here we go. We are freeing ourselves from the factories. And we're
moving on for telling computers how to process what we need to do
to communicate with each other.
And we're moving on to having computers teach us, help us.
You're not going to an encyclopedia.
You're not going to Google.
You're going to AI and you're describing scenarios.
Now, what has happened to that energy
we were talking about?
Well, we've got all sources and we should use all sources.
We do still have firewood.
It's a little bit more of a hobby kind of way
to heat your home.
I know friends that still have, they've got a wood stove
and it's kind of quaint, it's kind of romantic.
And then there's some of that dirty stuff.
You got coal.
Well, we're not doing much of that anymore.
We're not doing much of that coal, firewood, and oil.
We are moved on to natural gas,
a little bit cleaner source,
a little bit easier to find, a little bit cheaper.
Boy, that Gulf of America, I don't know.
I guess maybe all my information
is just based on Billy Bob Thornton and Landman,
but it looks like there's an ocean of natural gas
below North America and in the Gulf of America.
So that's what we're using.
And what do we have from Tesla that's changing
how we process all of those sources of energy?
We've got Megapack, we've got Megablock,
and that is the next step for Tesla.
Too late, it's already happening, already happened.
Tesla takes shipping container size units
full of batteries and their computers and their software.
Don't let me downplay that, that's a big deal.
This is high tech and expensive
and they can ship them anywhere in the world.
And if you're paying attention, countries, municipalities,
they're snapping these up as quickly as Tesla can make it.
So when you think of Tesla
and you think of the last couple of hundred years,
look right now, cause you can take a mega pack
and you can hook up a wind turbine to it.
You can hook up solar panels to it.
You can hook up a natural gas fired geeker plant to it.
You can hook up coal generating plants
and you can even probably do it with firewood,
although that might be a little bit of an exercise.
So where are we 100 years from now?
That's that 400th year.
Well, let me tell you,
we're moving into humanoid robots
that are gonna do the dangerous,
they're gonna do the monotonous
and they're gonna do the jobs that we don't wanna do
so we can spend time with our families.
Humanoid robots are the future,
and we're gonna move around this planet
with robo-taxi and cyber-cab autonomy.
Autonomy is here.
Forget the EV argument.
That's about as old.
Ice versus EV is almost as old as the Pepsi challenge,
the Coke versus Pepsi.
That's how your kids will look at the ice versus EV.
Autonomy, autonomy, how we move around these cities,
how you get, once you fly into an airport
in a city that you're not familiar with,
how do you get to your hotel?
Well, it's gonna be autonomous robo-taxi.
It's gonna be cheaper, faster, safer,
and it's happening right now.
And the future gets hard for us
little meat brains to understand.
But the future, very obviously, right now
is data centers in space.
Unbelievable.
We have the Starship that can get these V3 Starlink-like satellites up
and start doing data centers in space.
And then finally, totally out of my depth here,
don't know anything about what this means,
quantum computers on the moon.
I just love that phrase.
So there's 400 years of American life for you
and what Tesla does.
So when we call this space the Tesla Deep Dive,
those are the areas that Tesla is perfectly set up
to make our lives easier, better, cheaper, faster,
and giving us more time to be with our family.
That's the Tesla Deep Dive.
That's the past and future of Tesla.
You know, get on board.
If you want part of that,
like you got Elon's next pay package, compensation package.
Well, you can buy stock like I do to be a part of that
and join us for the ride.
That's my Tesla deep dive, Wolf.
That is a wonderful rundown.
Landon always getting us kicked off here with great energy,
great thoughts every time.
Love you joining these spaces.
Penny, Penny, Penny, my co-host.
What's up, my friend?
Hey, hey, happy Tuesday.
Love these days.
Happy Tuesday. It's a wonderful day.
What's going on? Well, in the world of Tesla, there's all Tuesday. Love these days. It's a wonderful day. What's going on?
Well, in the world of Tesla, there's all sorts of things going on. I think Landon ended talking
about data centers in space. And for me, a highlight of this week, I was rambling about
the different AI chips, right? They're talking about AI5, AI6. I think they're going into testing with AI5 soon. But
the point was, I was speculating that they have all these future versions of chips planned.
But why? We already know that our cars right now are basically capable of self-driving,
right? So what is the purpose of these chips? I was speculating. I said, by AI6 at the latest,
and that's really stretching it out, there'll be more than enough
for self-driving cars.
And the purpose of continued development will be smaller, lower power, more efficient,
faster chips for other robotics applications like Optimus was what I was speculating.
And I even said I could see flying sea and land drones of all types in Tesla's future.
Well, Elon saw that post and said a few things.
One thing that he said was, let's see,
AI4 by itself will achieve self-driving safety levels far above human.
I think, you know, that's evident to anyone that's been in the cars recently.
My car is already a safer driver than me because it is always paying attention.
The next thing he said is AI5 will make the cars almost perfect and greatly enhance Optimus,
which makes sense. And, you know, we'll see those coming out before too long. AI6 will be for
Optimus and data centers. And then 7 and Dojo 3 is space space based AI compute. So they're already planning that far ahead.
They're already planning the chips.
They've got,
you know,
Tara wise,
a comment that Elon made this,
maybe it was last night.
I lose track sometimes was that in order to build the amount of data centers in
space that they want,
they would need more money than exists,
which is one of the reasons
why they're designing these lower cost,
you know, higher volume chips
for the data centers.
I thought that was really interesting.
So I think just the direction
that all of this is going
is really exciting.
Another thing that I wanted to touch on
was the battery packs
and the synergy between
the different companies.
Like as XAI is scaling up compute, they're currently buying Tesla battery packs to do it. They had
something like half a billion dollars worth of battery packs at their
more recent data centers. I thought that was pretty incredible. But imagine when not just
Tesla, but maybe XAI is buying some of these future chips or they're renting it out to the other AI companies because they're able to produce tokens in space for so much cheaper than
anyone else. Really, there's no end to where all of this goes. And it's just kind of crazy
how it's coming together so quickly right now.
Which part interests you, I guess, the most, or maybe a maze would be the word.
Is it the expansion of space and the ideas of space?
Well, what gets me more than anything is automation of labor, and that's enabled with power, right?
So what I'm watching right now with a mindset of exponential growth is that Elon is focusing on solar power, whether he gets it from space or on Earth remains to be seen.
I think it'll be a bit of both.
I think his long-term focus is on space.
The intelligence aspect of AI is interesting, but the robotics is like super, super crazy to me because when you can
manufacture them with basically unlimited power, which means that, you know, creating different
types of high-tech materials and things is cheaper. And then once you build them, they
effectively can build themselves. They can go do all sorts of labor. The only input that they need
is energy and that's more or less free from the sun. So what I see happening over the, you know, let's just say next decade or two,
is a proliferation of these robots, a proliferation of solar power, a proliferation of cheap
intelligence. And the impact of that is really, really difficult for anyone to imagine. I think even Elon, you know, he talks
about sustainable abundance and things like that. But if you get into details, no one really knows
exactly quite what that looks like, other than there are billions of robots that do whatever
you want. And if you need something, you just sort of ask for it and it gets created. So
dreaming about that, trying to envision what that looks like ultimately,
but not just that, but like, what's the transition look like? How do we get from where,
you know, we're some of us, the privileged of us who have worked hard and are interested in this
and got involved early, we have the ability to get driven around in our robots. But very few,
if any of us have, you know, helpers in our
kitchen that are robots yet.
These things are coming and they're going to come fast.
The order that they come, we don't know.
But just imagining the way that jobs change, the way that labor changes, the way that we
spend our lives, how that changes over the coming decades is so super interesting to
And I don't think there's enough people thinking about it.
Yeah, sometimes it's hard for me to wrap my brain around, not only just the advancements
that are happening, but when I hear things like there's actually not enough money to
pay for all of this.
And UBI is probably a thing.
I mean, if you kind of get deep
in the weeds, you start to think about like, if, you know, robots get to where they say they can
get them to, I mean, are we all just going to stop working? Like, what are we going to, what are we
going to, are we just going to hang out on spaces and talk all day while our robots work for us?
Great question, right? And it is part of the unknown because we can see Elon's vision for the future.
But we don't know exactly how we're gonna get there.
It might be a little messy,
but I really think that this is an example
of working for the betterment of humanity
and an example, like you said, the money part.
Money is not a zero-sum game.
If someone is successful, that does not mean that other people are necessarily less successful on the economy.
And so you're right, it is going to be kind of weird.
I think that we're not going to, universal basic income has moved to universal high income.
And now we're at amazing abundance is what is being sketched out for us for the future.
It is going to be interesting, but it involves two things.
And I know this for sure.
If you drive down the cost of energy to almost nothing and the cost of labor to almost nothing,
then it's a whole different economy. It's
a whole different world. Let's go. There is a series of books that Elon likes to reference
when you talk about this future where AI and robots have more or less taken over.
The Culture Series by Ian Banks. And I've only read, I think, two of the books at this point.
The Culture Series by Ian Banks.
And I've only read, I think, two of the books at this point.
A Player of Games is one that I really like.
And the concept of that one is this guy who's like one of the world's or I guess the universe's best gamers.
You know, you could think of like a professional poker player or something like that.
to get to this faraway land to play a certain game where, you know, more or less that entire planet revolves around who is the best player of this game.
And, you know, you just get involved in things that are interesting to you and, you know, entertainment.
You know, how do we entertain ourselves?
There's just, I think that there'll be a movement for handmade things as well.
Like if everyone has robot made stuff,
maybe it's a luxury to make things by yourself.
But I think just getting better at the things that we like to do is,
there'll be a level of freedom that we don't really understand at this point.
And probably people that are used to, depending on work for purpose,
work for purpose, they might get lost.
they might get lost, but there's so many other ways to spend your time.
But there's so many other ways to spend your time.
I'm not concerned at all.
I think with human nature, you're naturally,
you naturally have fear of the unknown.
So I just think not being able to kind of picture it fully,
wrap your head around it,
I think makes people a little bit nervous
just in general for anything in life.
So this one, it's fun to think about, but it's part around it, I think makes people a little bit nervous just in general for anything in life. So this one, this one's fun. It's fun to think about, but it's fun. Imagine going to
one of those farms or one of those factories and having a little meeting over lunch, right? And
saying, listen, all your jobs are going away on these farms. All your jobs are going away in these
factories. We're going to retrain for the next year. You know, it does create fear, but we've been through this through so many times. Humanity moves forward,
and the best way to go with this is to get on board and get excited
because it's really tough psychologically if you cling to the past.
if you cling to the past.
We bring Kristen, real fast before I go to Kristen, actually, I'm getting some messages
here that spaces are just glitching out today.
A couple of our other spaces weren't working very well.
So if you're struggling to get in, maybe refresh, give it another shot, request up here, get
up on stage.
I know I got a couple of messages saying people are having some trouble connecting, but for those of us that are here, appreciate you being here. And
we're just going to push through either way because there's always great conversation that
happens either way. Kristen, I want to welcome you to the stage, bring you into the conversation
here. See, anything that's on your mind, anything mentioned, of course, there that you want to hit
on? I love getting your perspective on things. And then of course, anything maybe just on your brain that you want to discuss with us today. Yeah. Well,
back to what Penny was talking about, the player games is, it is an interesting book series, but
when you see the different names for the ships that Elon has for SpaceX, those are some of the
sentient ship names from the player of games. The ships in player of games are sentient, and they get to choose their own name.
But there is a whole database of all the different names from the player of games,
sentient ships that are named.
So the things like PSI Love You and all the different names for the drone ships,
that comes from that book series.
And I mean, one thing that we're talking about, you know, a future where things are abundant,
I mean, one thing that we're talking about, you know, a future where things are abundant, we've got Neuralink.
And Elon had stated before, you know, to keep up with competition of AI, like people could update having more data in their brain with something like Neuralink.
So there is that possibility just so people don't feel like they're curbed by AI, but they can actually keep up with different information.
Yeah, Elon had talked about the
different AI5, the chips, there's AI5 that's almost done, there's AI6, they're working on it,
what Penny had talked about, AI7, AI8, AI9, and Elon talked about it would be about nine-month
cycles for those different chips, which is super interesting. But I think a lot of us were super excited about the talk of the patent that went out
that talked about the capability for AI3 cars
to possibly run on functional AI4 chip technology.
Basically, it was...
Let me just go back over here
it was
it's
it's high precision AI models
the 16 bit or 32 bit to run
an older hardware 3
vehicles without modifications which is
huge so
the cars will be capable
of running the different software as it updates for the hardware three vehicles, which is pretty cool because a lot of people are wondering how in the world we're going to be able to get more software updates and keep up with where things are going with Tesla.
But it seems like this patent that Tesla has sent out will do that.
So a lot of people are super excited about it.
It's pretty incredible. So yeah, the screens might not, or the data may not be exactly the same, but it's some
way that they figured out the architecture and engineering to ship it.
I don't know.
I think probably Landon and Penny have been reading on that.
Sorry.
But yeah, just pretty cool, pretty exciting.
I heard about it, saw it.
My brother was talking to me about it.
We were pretty excited about it. But yeah, that's something that's got me excited.
It's a huge point that you made. Not only are they designing future hardware for future
applications, but they're figuring out creative ways to get more out of the hardware that already
exists on the road. They're not going to make any new AI3 chips, but they're taking care of
the customers that are there.
And not only that, but this technique will allow them
to get more out of all of their future chips too.
It's not just hardware design,
it's not just better AI design,
but there's math that goes into the architecture
of the way that they now decide
how to look up these floating point, I guess,
or, you know, calculate or look it up,
different techniques that they've created to do it the most efficient way and take advantage of
the old hardware. So we're going to get full self-driving probably at human or better than
human level safety on the AI3 cars too. And, you know, this won't be the last patent that we see
from Tesla along those lines. It's the coolest thing about owning a Tesla is that you get the car and then the car just
gets better.
You just download software and your car is better.
So not only, you know, can you get an updated version of the software, but now your old
hardware will run it faster too because of this latest patent.
I just think that is super cool.
Thanks for bringing it up, K-10.
Yeah.
Yeah.
It's pretty exciting.
I mean, you're tripping over my words, words but i mean just things like maybe it won't see the color
right but the v but the it just the ai is so incredibly smart like how elon's talking about
it only needs vision you know it doesn't need the lidar and they're just proving over and over again
they can even retro and go back and still these chips that are ai ai3 chips can update for the
newer software updates which is just perfect because people want their vehicles,
their hardware three vehicles to work with everything moving forward.
There was a good article,
Sawyer put this out a couple hours ago around Samsung's Tesla,
the AI5, AI6 chip factory.
They're going to start equipment tests in March.
I believe Tessarati was the one that wrote the article.
So if anybody wants to read further on that,
there's a pretty good article there I saw a couple hours ago.
It's probably been out a little bit longer than that,
but that's when I saw your get it onto my timeline,
which there's been a lot of talk around the timeline lately.
Maybe we hit on that here in a minute.
But first, Kevin, you got connected with us.
Welcome to the stage.
I know some people have tried.
I've tried to add some other people, and it's just glitching out on them.
So nothing I can do about that.
Keep trying, please.
We'd love to get you up here if you are available.
But Kevin, welcome to the stage.
What's on your mind today?
Hi, Wolf.
Thanks.
Yeah, I'm a Tesla investor.
I just want to echo what Penny2X and K10 and Landon just shared about Tesla.
This morning, I live in New York, so this morning I dropped off a couple people at the airport.
I used FSD all the way to the airport. This is JFK
and I have an AI3 Model S. I had a lot of luggage in the car so I really wanted to test or limit
test the car to see what it could do. It worked great. The only thing I'd say about it is that
it has to do a better job at avoiding potholes. And also I wanted to echo
Penny's and K10's comment about recommended books to read. I'm currently reading the
Consider Phlebas book by Ian Banks. It's a great book. I'm about a little more than halfway through
and it is great. It's great if you're an Elon and Tesla fan and SpaceX fan, and you just want to get
some more knowledge under your belt
on what he's really trying to push for.
Thanks.
I'll add real quick that sometimes
connecting to spaces gives issues
if you don't have the latest version of the app.
So anyone who's having trouble connecting
can try updating their app and trying again.
Yeah, that's a great point.
I usually go straight to the app store
and check a lot of times to see if there's an update
that my phone hasn't ran yet.
That's a really good point there.
Sometimes we'll solve the issue.
Most times, actually, we'll solve the issue.
Sometimes I get that glitch or whatever
patched up pretty quickly,
and most people are just waiting for their phone to fix it. So great call on that. issue. Sometimes they get that, you know, glitch or whatever patched up pretty quickly. And just
most people are just waiting to for their phone to fix it. So great call on that. Kevin, I want
to follow up and ask you, does it ever avoid any potholes at all for you? How much traffic were you
dealing with this morning? I'm assuming pretty heavy over there by JFK in New York. So I'm just
curious to know, no pothole avoidance at all? I mean,
I guess it's not to that point yet. Yeah, so the car, I had got my Tesla in 2021.
I got the FSD package purchased outright. I'm a huge believer in the software. So
I'll say that for an AI3 car, it has come a long way from when I first
got it to today. So anyone out there who doesn't have a Tesla and you're looking to buy one, I
would recommend getting used Teslas with AI3 hardware. It's fully capable of doing all your
driving. AI4 cars probably work a little better, but I think the difference between AI3 and AI4
is pretty negligible from where we are today.
And it'll probably get better in the future, right?
As far as traffic goes, Wolf, to your question,
I traveled from like 9 a.m. this morning to JFK, and traffic was pretty hot.
There were a couple of slowdowns on the Southern State Parkway.
JFK, they're doing a lot of renovations in the airport.
So there was one major pothole that I had to disengage to avoid.
Otherwise, it probably would have damaged my rim.
But other than that, there's a couple of those.
If you're familiar with highways in New York, they have those sewage drains that are on the side of the road.
Sometimes the Tesla likes to just drive over those.
And there are a couple that are deep enough to consider them as a pothole, which could damage the rim because the rims are made of aluminum.
But most of the time, the Tesla will just run over it or drive around it.
It drove around a couple deep ones today, so I'd give that a thumbs up.
But there was just one pothole in the airport that was pretty deep
that I know if the car went through it, it probably would have damaged the rim, unfortunately.
So I disengaged really quick.
That is one area that I've noticed.
Maybe it was just lucky version changes,
but when I switched my car from AI3 to AI4, the potholes,
things like speed bumps and potholes and different features of the road
that aren't actually the direction of the road are handled a little better.
It could be the upgraded cameras or more processing power
to pay attention to things like that.
Isn't that interesting?
It's been about a year and a half ago we
were going back and forth we'd get a new update and the speed bumps would be oh it's seeing the
speed bump it slows me down to nine miles and now you have it like it'd be cool and then we get
another version and it would kind of forget about that and i feel like that's where we are
for the potholes you know i think rumors are 14.3 is the next
potential big version. A lot of parking lot enhancements, selecting where you can put your
car, you know, hopefully airport kind of things, you know, the curbside we have, I think it's
working pretty well now for airports, but you know, they will dial that in to just excellence
because of robo-taxi. But yeah, the potholes, yeah, it know, they will dial that in to just excellence because of RoboTaxi.
But yeah, the potholes, yeah, it can be dangerous. I've replaced some wheels here in the mountains
hitting these potholes that are really more the size of a ditch, but it's dangerous out there.
Tesla's helping us. It's getting better. I love it, Penny. I think I can't wait for the 14.3.
I can't wait for the 14.3.
Yeah, I got that actually yesterday.
And I did do a little bit of driving.
I didn't notice any differences personally yet,
but I wasn't paying close enough attention.
So if there's anything you want me to test out,
I just got that version now.
Yeah, that's...
So Elon says that figuring out the long tail
of self-driving autonomy is going to be like following the march of nines from 99.9% excellent to the next nine.
Currently, though, I feel like we're on the march of twos.
And so 14.2.2.2.2.2. And now you're on .3.
I'm actually looking forward to a bigger,
just forget the twos and 14.3.
Just say 14.3.
It's cleaner.
Well, that's the one where they're supposed to be adding,
you know, the thinking as it's driving, right?
So that's going to be super exciting.
When we get that one,
I think there'll be a lot of new FSD videos going out.
Also, I'll tell my story.
I think this is a good spot to stick it in here.
So this past weekend, we were up in the Smoky Mountain area of Tennessee,
Gatlinburg, Pigeon Forge, Sevierville, that area.
Landon, isn't there an, do you guys do a,
isn't there an event that you guys do out there?
Yes, the end of March, we got the 2026 Chattanooga Charge.
And the reason it's Chattanooga,
as you've just experienced,
is it's such a central location
for all the states around, all the Tesla owner groups,
dozens of Tesla owners club as far away as, you know, Colorado and LA.
Yep. Chattanooga charge end of March.
I think like the 20, 28th, 29th.
I'm sorry. I don't have it right in front of me,
but chat charge at chat charge is the handle on X.
Thanks for bringing it up.
Yeah, no problem. I mean, that's a little bit further South,
but basically same kind of mountain range area. Beautiful area of Tennessee, by the way, if problem. I mean, that's a little bit further south, but basically same kind of
mountain range area. Beautiful area of Tennessee, by the way. If you've never been, definitely go
check it out. I saw so many Teslas out there in this area, which obviously it's a touristy area.
A lot of people taking getaways, vacation stuff, bachelor stuff, whatever out there. And I'll tell
you this, we were off the beaten path pretty far up in the mountains
with this large cabin that was rented. And two of the guys that came drove themselves and were in
their Teslas. So I had the ability to jump in. I wanted to rent a Tesla, but there wasn't any
available. So I had to rent a GMC Sierra, but either way,
I left that. Once I rented, I just left that and jumped in the Teslas a couple of times to ride around. And I will say I was very, very impressed with how it handled these curvy mountain roads,
limited visibility. I mean, handled it like a chair. I actually felt better as my friend put FSD on, which I'm not a super experienced FSD person.
Obviously, I don't own a Tesla just yet.
I wish I did.
It's just a little complicated where I live currently.
But either way, I was actually, I felt better when FSD was on going through those mountain
roads than even when he was driving.
Nothing against him as a driver, but boy,
the way it handled the curves, the little intricate, I mean, a lot of the like entryways
to some of these streets to get up into the residential, I guess you want to call them
residential areas where these cabins and stuff are. They're kind of hidden. They're hard to find.
I mean, I was having trouble seeing some of it coming around some of these blind spots in that truck that I was rented or that I rented and was driving.
And FSD not only handled all of these perfectly, but there were so many different locations because we did a lot of little activities.
And you were able to just talk to the car, say, hey, take me here. We're getting lunch at this restaurant or wherever it is over in the next town over.
And I mean, just without any issues navigating all of these kind of, I would call them complex. And I always
hear a lot of people talking about how it handles traffic and how it handles, you know, the, you
know, if you're in a bigger city, like in New York, if you're in LA or a place like that,
how it handles the traffic and the freeways and stuff like that. But being in, you know,
off the beaten path and these kind of back mountain
roads, the Smoky Mountains in Tennessee, I was extremely impressed. And this was the main one
that I was riding in was a 2025 Model 3. Beautiful car, great machine. The other one was a Model Y
Performance. Both of them, I mean, just handled incredibly. I mean, Landon, I'm sure you've got
some experience with that,
but I was actually blown away with how well it handled all the curves, the accelerating.
It's even smart enough that a lot of people, I guess, when you're learning to drive,
and how I was taught to drive is you brake before a curve and you accelerate through the curve.
And the Tesla was doing that.
It was doing what a lot of drivers don't know
to do, to handle those curves better. So it's not slinging people in your car around,
you know, people in the backseat getting car sick. The Tesla was actually slowing down ahead
of curves and accelerating through the curve as you're supposed to drive. So that really impressed
me. Do you see these changes? So, you know, Penny and Kristen both told you about their experience in hardware three.
And of course, these are our OGs right here.
They've had all of the versions.
They've had all of the cars.
And they've experienced the differences in the software.
And for me, because I have as well, the difference between version 12 in hardware three and the newer versions in hardware four
is kind of the adjective robotic.
So the hardware three cars and the version 12 software
did a lot of the things that we're still doing now with 14,
but you knew that a robot was driving.
And the version 14 is when it's like, whoa,
hey, wait a minute, where did that robot go?
Maybe this is like Elon likes to say about version 3 of Optimus coming out.
You may not notice if it's sitting next to you that it's not human.
Well, that's how we feel about version 14.
It feels human.
And then as Penny said, future versions are going to actually really be doing that
reasoning on board. And that's going to be more than just human. So that process you described
with where it is in the lane, version 12, previous versions 11 and 10, we're like, oh,
we're just going to be right in the middle of the lane no matter what, if we can hold it.
And there's a semi right next to me going 85 miles an hour.
Well, now maybe the newer versions kind of edge towards either away from the semi or what you're talking about.
Hey, this thing is driving like we've been taught to drive through these curves.
So I love you bringing that up because that's the progress that we've seen.
Yeah, I'm curious, Penny or Chris, in either one, if you want to jump in.
I'm curious, as you've gone through the different models,
have you seen that progression where the car just seems smarter?
Because this is the first time I've been in FSD in a little while.
And that's what really stuck out to me.
It was driving as a smart human would drive
breaking into curves, accelerating through them. I mean, like it's basic physics, but most people
don't, most people I get in the car with don't know that. I'll just put it that way. And the
car itself was doing this. And I was like, this is more advanced. And the owner of the car, he said,
I think it drives better than I do at this point. He also came in very late. He was tired. He said,
I didn't have to worry about falling asleep
as he was coming into the mountains at one in the morning,
tired, couldn't really see.
And obviously Tesla much, much safer in that scenario as well.
Well, it's definitely getting far, far smarter.
Some examples I can give are like,
if you're coming up to a long line to do something like get on a freeway
or make a left-hand turn for the longest time, it didn't know how to handle those situations and you
would miss the turn or you'd have to go take over and get into the turn lane. And now it sort of
anticipates those situations and goes where it should go. I will say that there's still a lot of room for improvement. And I hope that's where we're going with this, you know, version 14.3.
But for example, I was doing some windy roads with Ivana.
She's in the audience coming back from Palm Springs this weekend.
And we put it in sloth mode because, you know, it was really windy road.
And we're just trying to enjoy ourselves. And it was making us a little sick how, it was a really windy road and we were just trying to enjoy ourselves
and it was making us a little sick how fast it was going.
I mean, like you said, an expert driver, right?
But it was taking the turn still quite quick,
even in sloth mode, because it's such an expert driver.
And, you know, I wish that the modes
were a little bit more understanding
of maybe people trying to get,
avoid getting car sick in a situation like that.
I think that's something that you could easily tell an Uber driver or a human driver is like,
hey, you know, turn it down a little bit more than this sloth because we're getting sick.
But I do think that, you know, each of those situations will get, you know, attacked one at a time.
These are edge cases.
This is the march
of nines. At the end of the day, it was an extremely comfortable and safe drive through
those windy roads. And we even made the comment that, you know, we would have been scared to do
some of the driving on our own, but we were so confident with FSD handling it. Like, I remember
the first time that I got in a car and someone turned on FSD. I was actually in Texas.
I was with my friend AJ.
Many of you may know AJ.
He's a Tesla Florida owners group and also just a big part of the Tesla community.
But anyway, he was showing me FSD for the first time.
And I was really scared as we're going quick through these turns.
And I've got like the concrete barriers on the
on the you know center divider of the freeway and I'm just trusting that this car isn't going to
slam into it as you know there are you know maybe construction or different things happening
but over time I've noticed that now my confidence is so high that in almost any situation I would
rather have FSD driving than myself I I just really, really do feel confident
that at all times it's going to be safe, right?
Like maybe you're going to miss a turn,
but you're always going to be safe.
It's never putting me in situations
where I'm like, I would not have done that.
And it's just, it's such an improvement
from a relaxation perspective
when you're driving already.
I just, I can't
imagine until I can, I can sleep and I know that's coming soon. Yeah. I, I'd like to add just,
I've been, I've been doing the FSD beta program since October, 2020, and I've seen it go through
the whole pothole, not here that now there's a pothole, you know, different updates that have
changed that. But, but what to to penny saying like we're at the
point where the the vehicles are pulling into your garage they're pulling into your driveway
they're pulling in front of the house and parking where you always park and they're doing things like
the map will send you in a direction do something the vehicle will pull up to a light and realize
there's a faster route before the map's even rerouting it is turning it is turning like right
it is going the direction that will actually save you is turning. It is turning like right. It is going
the direction that will actually save you time. And then it redirects like the map update will
update it. So it's incredibly smart. And we're having conversations in the car where you don't
even have to, I mean, I mean, it sounds crazy. You don't look at the road as much just because,
you know, the vehicle's that good. It's so much better than us. And it's so enjoyable. I mean,
I take a drive somewhere like where I had to go on a trip and talking to somebody.
And I actually am enjoying the conversation, you know.
And both of us or the whole car full of people can actually look out the window and enjoy the scenery.
It's wild.
We're at that point.
The vehicle literally is chauffeuring us around and we can relax.
Two quick things that I'll add,
and then we'll go over to Kevin's hand there.
We had it in standard mode.
We actually pushed it up to hurry
and then to Mad Max up there.
And I will say I was a bit nervous.
I didn't have a reason to be nervous,
but the Mad Max mode going through those tight curves
in the mountains, that was,
I mean, just because I'm not used to, I was like, whoa. But one thing that I noticed with it,
and we went back to hurry and then standard pretty quickly, we just wanted to test it out. But
as we were going through there, a lot of times, you know, in a curve, like you'll kind of cheat
a corner, right? If there's nobody coming, you'll kind of cheat the corner and cut the curve a
little bit. And the Tesla wouldn't really do that. And at first it was making me nervous. And I was like, gosh, it is right here on the edge of
this, you know, like, you know, cliff almost, but it never faltered and it never like wandered off
to the edge either. So it just, I mean, stayed right in the lane. That part was impressive.
The other thing was there was a Tesla charger at this Airbnb cabin
that we stayed at. And when he came in the first night, he parked right in front of that. And then
every time we went back to the cabin, it looked for that same spot. And when it was, you know,
pulling into park itself, I thought that was, Kristen was just mentioning that. So I thought
that was pretty interesting as well. And I love the piece because that's exactly what we did was
we sat there as we were going a couple the piece because that's exactly what we did was we sat
there as we were going a couple different places and everything's about 30 minutes away out there.
So we were able to sit there for 30 minutes and talk with each other. And we didn't really have
to worry about missing a turn when I was driving a couple of times in that truck. I'm looking for
the turn and I can't really, and Waze, I use Waze or whatever. And I'm looking at Waze and it's like,
it's a little bit delayed.
So you're kind of gassing like, where is this next turnoff going to be?
And the Tesla just knows.
It doesn't have to look for it like we are in the dark and stuff.
It just, hey, slow down right here.
Here it is right here.
It's measuring the distance in real time,
something that a human cannot do actually.
So some really interesting additional pieces there.
I was thoroughly impressed.
I've seen it in the city, like I said, many times, but out there in the mountains was a
new experience for me. I was blown away, honestly. Kevin, go ahead, please.
Thanks, Wolf. Yeah, I agree with everything you said there just now in K10. So the FSD AI3 modes are Chill, Standard, and Hurry, in case
anyone didn't know that. Chill, Standard, and Hurry are the AI3 FSD modes. I use Hurry the most.
I think that one works the best. I know AI4 has the Sloth mode, like I think Landon or Penny
mentioned, and the Mad Max mode, which sounds awesome. I wish AI3 would get the Mad Max mode because that's definitely the mode I would use.
Something I noticed for me though on AI3 is that there's times where I'm at a traffic light
and FSD will predict when the light's about to change and it'll start moving like a second
or two before, which I think is really awesome.
It's been doing that for me.
That's something I noticed.
I don't know if anyone else has a similar story or experience like that.
The AI4 parking that K10 mentioned is really cool.
I think that, I hope that comes to AI3 as well,
where the FSD or the car can just park in your garage
or in the street or in your driveway.
That's an awesome, awesome update.
And I think, well, if you said it, I'd just like to agree on that too, is that FSD really does take
the driving pressure off of people where you can focus on the conversation or maybe sing karaoke
or just like, you know, not even think about the driving. You could just focus on other things,
like what do you have to buy when you get to the store or what you're going to do later that day.
And then, yeah, just really exciting times we live in right now,
and it's going to get way better in the future. And even on the productivity side of things,
like if you have a work call that you need to take, you know, business to handle,
you can be on the phone. And, you know, I've tried this many times in my life where
I'm driving and I either drive right past where my exit is or where I'm supposed to be going because I get so
locked into the phone call or vice versa. I'm pausing every other word because I'm like looking
where I'm going or I'm reacting to things on the road and I can't really focus on that conversation.
So I think about the productivity side as well. I mean, the enjoyable side from, you know, just human interaction, you know, hanging out with friends, family, whatever it is.
But also, I think there's the other side of that, which is the productivity.
If you're working, if you have, you know, an important, I mean, maybe a Zoom call or whatever kind of work meeting that you need to be a part of and you're kind of listening in, you're actually able to focus.
Normally, I'd probably even pull over these days most of the time
and say, hey, let me pull over and focus on this call for a little bit.
And I don't think you have to do that in a Tesla.
Yeah, the future of work may just be like, oh, he's in his Tesla.
He's working. That's fine.
That'll probably be normalized very soon.
Absolutely. Landon, any thoughts to add around this conversation? I mean, I'm sorry for hogging
this a little bit. I love all the input everyone's given, but I was just absolutely blown away. And
I'm sure you're laughing at me going, this is my normal life. Not laughing at all, loving it. And that's what we do here in the Tesla community.
And so a little bit of a call to action,
if you allow me,
is if you can hear the sound of my voice right now
and you own a Tesla
and you drive with Tesla self-driving,
can you tell somebody,
can you give me a witness, brother?
Close the doors.
We got to raise the money. No, we? Close the doors. We gotta raise the money.
No, we don't need money.
We just need talk.
We need straight talk with you and your family.
And again, this isn't about EVs anymore.
I don't know why people wanna fight so much
about the fuel source of their vehicle,
but it is a little bit shocking.
New things are changed, but autonomy is safety.
And why do we care about safety?
I'm not talking about avoiding potholes here.
I'm talking about avoiding collisions.
Collisions that in the US alone
kill 40,000 of our friends, neighbors,
is a huge percentage of our country to lose every year
for no reason, it's pointless.
Tesla self-driving is safety, Robo taxi is safety. And Tesla self-driving doesn't get distracted. It doesn't get tired.
It has better than your two eyes. It's got eight eyes looking all around the vehicle at all times.
That's why you're hearing these people tell you about the, hey, I didn't even see the
pedestrian, but the car saw it before I did and it slowed down. This is what is really exciting to
me. I love the future. I really do. I'm a futurist. This is really exciting, the things that we're
living through. But one of the things that you can and they should do for your family is drive Tesla's self-driving software.
99 bucks a month, you can subscribe here before Valentine's Day.
The most romantic gift ever is keeping your girlfriend alive, right?
Buy her Tesla full self-driving.
This is not what you have in your car.
This is not what you have in your BMW, your Subaru.
Yeah, I know it's got little cameras. This is not what you have. So the people coming up to Tesla
folks saying, oh yeah, my car's got that. Nope, you don't. This is better. This is the best. This
is the future. And this is the way that you keep your family alive. Because forget about buying
them presents and going out to dinner.
You can't do that if they're not alive.
I'm sorry.
But this is the way to keep your family safe, Wolf.
Absolutely, Landon.
Could not agree more.
Kevin.
Thanks, Wolf.
Just to echo Landon's point just now, this morning, my experience using FSD on the highway, I saw a car because we recently got some snow here in New York last night or the day before.
And there was this car driving on the highway with snow, icy snow covering his rear windshield.
So he couldn't see through that rear windshield, the tesla fsd just you know calmly
drove past him but but when he was in front of me i saw him swerving so i could tell like his
visibility was limited and i'm just like yeah you see the tesla app is just so convenient because
you could just hit the defrost button and not have to worry about that if you live in uh rough
weather climates how has your experience experience been with inclement weather?
That's one of the things like I think with the new hardware going into this winter that
we were a lot of us were excited to see how the the car would continue to learn and improve
in in those scenarios.
I know Sawyer was looking to create some content around that and some others that are around
this space this community.
What's your experience been like with any inclement weather?
So I have a 2021 Model S with summer tires.
So Tesla recommends not using summer tires in the cold weather because of tire pressure
and traction.
The Tesla does great.
I'm trying to think.
Yeah, I mean, it does really, really really good it's a heavy car it's very smart with traction controls and things like that um obviously i'd recommend
winter tires specifically if you're in a lot of snowy roads or those kind of environments
but um i just i just love how fsd drives. Like today, it merged onto the Southern State Parkway from exiting the JFK airport.
And a couple cars hit the brakes pretty hard because there's a lot of traffic in that area.
FSD jumped into the left lane to merge onto the highway and then quickly went into the middle lane in like less than a second.
And it's on hard remote right but just to see that just to see the steering
wheel do all the turning on its own or the yoke and um it's just really cool and and unbelievable
and one other point i'd like to make though wolf is about the insurance companies and how that
works because like in new york to insure a tesla it costs around um maybe like 500 to 1200 a month
depending on the model you have.
Not per month, per six months, depending on your insurance plan and provider and things like that.
And to insure a Tesla, like a Model S versus like a normal car, the price isn't that far, but it's a little more expensive.
I just wonder what that's going to look like for the market, for the insurance perspective, where you're insuring, let's say, like a legacy ICE car versus a Tesla, but the Tesla can use FSD. I don't know if that's
really factored in yet, but I'm sure that'll definitely shake up the market once they realize
it. Kevin, do you know, is there a Tesla insurance available in New York? In New York? Not yet,
Landon. I see. I see. Yeah, I do have it in Colorado. I think there's nine states with it. And I'm excited. California's got a little exclusion, unfortunately.
Like their insurance laws don't allow that FSD data, that driving data to reflect directly on insurance rates. But in Colorado, we do. And Tesla has been working on their Tesla insurance.
We're probably on version three now.
And it does have that.
I was really amazed to see that if you drive,
you let FSD do the driving,
they've got a lot of rules in their Tesla insurance
to where you won't be nicked
if FSD has to hit the brakes pretty hard like you described.
And so I'm living that right now with Tesla insurance, and it hasn't always been awesome.
You know, you've probably heard stories like, oh, you know, why is my score so low when
FSD, whatever you've heard, know that they're on new versions.
And you're right.
I think that other insurance companies will get on board with those kind of programs and recognize the safety of Tesla self-driving.
And then the very near future, I believe when we're unsupervised, that Tesla will be the one that is insuring the vehicle.
If you send your vehicle to pick up and do some robo-taxi work, Tesla insurance is going to pay there.
And same, if you send your car to the grocery store you're not driving tesla is going to and these are my opinions these are my
thoughts about the future but i think it has a really good chance of covering us in that way
and then think about you know your vehicles you know choosing what you drive for safety
Using what you drive for safety is also going to be cheaper than the alternatives.
is also going to be cheaper than the alternatives
Yeah, totally agree.
And one thing I'd say, because I don't know how many New Yorkers are on this call or in the space or on the panel,
but New York has a lot of work to do when it comes to utilizing Teslas.
I saw today on my trip, it was about a two and a half hour trip.
I saw maybe 20 to 30 Teslas, but a lot of cars.
And there's a lot of people who still don't know what Teslas can do. And New York just has a lot
of work to do in that regard. And from the insurance perspective, I don't know how long
it's going to take for them to speed up the adoption rate. But New York can use a lot of
help with Teslas for sure. Reminds me of that. It makes sense, right? But one of those insurance companies
had the little chip that you could put in your car that would like give you the safe driving
discounts and stuff. I can't remember which one that was, but it makes perfect sense. Honestly,
you know, even, you even see people like if, if people hit you all the time, like your insurance
goes up, like something you're not doing evasive maneuvers or something, you know, they will, most insurance companies will punish you,
but just feels like that data would make perfect sense. If you're trying to, you know, insure
people and reward people for not using the insurance, which is just, you know, a social
construct to help protect everyone, put liability above everyone. But it makes perfect sense for
that. The other thing, Kevin, I just want to say, hey, you're doing your part out there in New York
by getting more data for us.
You know, whenever I fly into JFK one day,
I'm hoping that a robo-taxi can pick me up
and you're helping pave the way for that.
So thank you.
Please drive to JFK.
I mean, go to LaGuardia too, please.
Go to a bunch of the airports.
Because for whatever reason, when I go to New York,
I go in one airport, I go out to another airport, whatever. If I can get a robo-taxi, just take me
around. That would be fantastic. We need that data there. Been right at an hour. I've tried to add
people all throughout this hour and the space is just glitching. So shout out to all of you that
did make it in here. Shout out to all the panelists up here. Make sure you give them all a follow and
check them all out.
We'll go around.
Can I get some final wrap up thoughts here?
I will say this as somebody named Ryan, if any of you communicate with Elon, I would
love to take the Ryanair CEO position.
It's about the only thing I would leave Wolf for at this point.
So if anybody wants to put in a good word for me, I think I'd be a good candidate.
I mean, I already qualified with my first name, so we're good word for me. I think I'd be a good candidate. I mean, I already qualified with my
first name, so we're good on that end. But either way, that's all for fun, obviously.
I hope the devil on Elon's shoulder doesn't win. I hope the angel wins on that one and he kind of
just drops it. But you never know. You never know. And I'll just leave it right there. Let's go
around and get some final wrap-up thoughts from the crew here. Kristen, I'll go over to you first today. Appreciate
you joining these spaces every Tuesday. Any final thoughts, anything you want to leave with us today?
Yeah, thank you for having me. And just talking about New York, can you imagine Manhattan just
with a bunch of vehicles that don't put out combustion? It would just breathable air,
quiet. It would be breathable air, quiet.
It would be so much nice.
A bunch of Teslas for cabs.
I'm so glad you said that.
It's already cut in.
But some of the big cities,
like where I live, Mexico City,
there's a lot of smog,
especially during the day
when everyone's out in their car,
it's just burning gas.
And there's a huge push down here in general
with EVs to kind of get that under control.
And that's another point that I don't think it's mentioned enough.
I'm so glad you brought that up.
You think about the amount of pollution around these big cities and you can see it when you're
in, you know, when you're on the 50th floor, 60th floor somewhere in New York and you look
around and it just looks hazy.
It looks, to me, it looks foggy, but it's not foggy.
It's just the amount of pollution.
And that's a huge point, Chris.
And thanks for bringing that up.
Yeah, absolutely.
All right.
Appreciate you, Kristen.
Kevin, any final thoughts?
Great to have you on the panel.
Hope you'll come back each and every Tuesday at noon.
We do this.
We have a nice crew.
A bunch of them couldn't get connected today for whatever reason,
but I'm sure that'll get worked out.
Maybe they're working so hard on the algorithm right now
that they put spaces on this back burner for a minute.
But either way, Kevin, thanks for joining.
Any final thoughts, comments,
anything you want to leave with the audience today?
Yeah, of course.
Thanks, Wolf.
Thanks for hosting the space.
I'll try to join in the future.
And my final thoughts would just be to echo what
K-10 said about New York. I think, you know, me, I've been to the city a ton. I live on Long Island,
so it's a little far from the city, but I went to college there and everything. And I think that
New York City definitely would benefit a ton from having robo-taxis from a parking the car on the
street standpoint, from saving money
on parking standpoint, from not having to use the subway standpoint. There's so many standpoints I
could say right now about how the city would benefit from using Tesla. But I think there's so
much bureaucracy and capital funding projects from the MTA even that, you know, everything is really
slow there from the Penn Station upgrades to the MTA, the subways being dangerous with lack of cameras and things like that.
And, you know, no one really wants to use a subway in 2026 anyway, unless you really have to.
You know, the Tesla's Elon. And I think, yeah, I'll just jump to the Ryanair thing.
I think you'd be a great CEO for that if Elon does end up acquiring it. I'll end with that. I like this guy, Kevin. You're welcome back every week for sure.
No, jokes aside, Kevin, great to have you. Thanks for being here. Great comments there as well.
Landon, over to you, my friend. We never know what Elon's going to say. And that's
really the beautiful thing, right? I mean, if you think about
the alternative CEO, I remember in 2018, somebody was telling me that I'm not going to invest in
TSLA Tesla. I said, why? It's got this potential. Look at this amazing potential for electric
vehicles. And he said, CEO, he said, I don't know what he's gonna do next.
I said, you want a traditional CEO, don't you?
Yeah, oh yeah, I want that.
The three-piece suit, you got the degree on the wall
from the prestigious, you got all of this training
from corporate, what does that train us to do?
What does that train a CEO to do?
It trains conformity.
And that is what people wanted in the past
when they invested.
They wanted blue chip stocks that were consistent
and they wanted a guy,
if you ever heard from the CEO at all,
it would be to tell you that the ship is steering
in a straight course and everything's going well.
Well, we don't have that with Elon, and I love it. Because if you do the deep dive in Tesla,
just like this space advertises, just like we talk about week in and week out,
the intelligence is there, the planning. This is the real deal. He's an engineer first,
is there, the planning, this is the real deal. He's an engineer first, and he's the CEO next.
So yeah, we get this entertainment value. We don't know what, oh my God, what is he going to say next?
And that's part of the rush for me, not because of the risk, not because he's a wild card,
not because he's a rebel, but because he's an engineer first. And he knows what he's talking about with these companies that are at the forefront.
We used to call it the at the razor edge, but we're now at the bleeding edge of that razor.
With Neuralink, the boring company digging underground Las Vegas and around the country.
And, you know, with Tesla and the storage and the
robotics and AI of the future, he knows his stuff. He's making it happen and he knows how to attract
the talent. So that is the bones. And we get up here, we get the comedy too. So, yep, I can't
wait to see what's going to happen next. And the best part about it is I could never predict it.
What's going to happen next, and the best part about it is I could never predict it.
Wise words, Landon.
I agree with you.
I really do.
You can't predict it.
That's kind of what makes it fun, interesting, wild, all of the above.
I don't think I would have it any other way, personally.
That's my take on it.
Penny Penny, thanks for co-hosting these spaces as always.
What final thoughts or words do you have for us today?
Well, I think the Ryanair acquisition, as much as I'd love to hire you as the CEO,
the only way that I approve of some sort of deal like that is if Elon has some twisted idea,
like turning it into a power company,
the power AI data centers.
I think I saw Warren Redlick came up with that idea and made a video about it.
But, you know, like that would be the only way
that it makes sense to me,
is if Elon was using it to innovate
in a way that surprises us all.
Hopefully, otherwise, he stays out of it.
I think it's silly.
A lot of people are commenting
that that's why the stock is down today,
is that people are worried he's going to buy Ryanair. You know, if he does, it's not going
to be a Twitter, right? Like this is a totally different thing and he would only do it if it
makes sense. I think the meme is funny and whatever. But what I'll leave on is a quote from
Jason Calacanis from this week, which is nobody will remember that Tesla ever made a car. And that was after he saw the Optimus version three, which is going to be like almost indistinguishable
from a human and the way that it moves and the actions that it's able to complete.
So the fact that that is on the horizon, that there's already a prototype that Jason could
look at and say, you know, the world is going to change after this. You know, that's why I'm a Tesla investor. That's why I have been for as
long as I have been, because it's sort of always been that way for Tesla. And Elon just keeps
moving the goalposts further and further in terms of what he's trying to accomplish. And, you know,
from accelerating the adoption of sustainable energy to what is an amazing abundance, right?
Like we just keep moving the goalposts further and further
on what we're trying to do for humanity here
as employees and investors in Tesla
and even just fans that are promoting the mission
and sharing the products with the people they love.
Absolutely, Penny.
Absolutely.
Yeah.
There's so many irons in the fire,
which if anybody can handle it,
Elon could,
but I don't,
I'm just enjoying the memes
and I'm kind of hoping
that's kind of where it is at this point.
It's fun to play into.
And for me,
my name's Ryan, of course,
so it's fun to play into.
But outside of that that the
best meme i saw and you'll have to go find i don't i can't remember where i saw it somebody posted it
but it it they took an airplane and made it look like a cyber truck and and an airplane like mixed
and it was absolutely hilarious uh it really was just this boxy looking airplane in the sky was
pretty it was pretty funny it's it's, it's worth a look. Appreciate
that. Penny, appreciate you co-hosting as always. My final thought that I'll just kind of leave here,
I don't always leave a final thought, but mine would be just where FSD is at, the experiences,
hearing everyone's experience. And then if you have an experience, go, go experience it for
yourself and go experience it, you know, in different locations too. Because I, like I said, my mind was absolutely blown the last few days up there in the beautiful
Smoky Mountains of Tennessee as FSD. I mean, it literally was to the point where I think about
robo taxi driving itself. And I think about unsupervised FSD. And it's funny, my friend
even mentioned, he's like, yeah, sometimes I, you know, I just put a podcast on my iPad or my phone up on the dash. And he's like, I don't, I'm not going to
recommend that to anyone, of course, but sometimes I just sit there and watch, you know, watch
podcasts or, or, you know, you could watch sports if you're a sports person or something like that.
And the confidence that, that you have to not even be worried about doing that. It makes me look at unsupervised,
you know, the Tesla self-driving unsupervised.
And I really think we're on the brink.
After what I experienced this weekend,
I really think we're right there at the brink.
Honestly, from what I've seen,
and I'm sure what most of you have seen,
maybe you agree with this, maybe you don't.
But from what I experienced and what I saw,
I think the only hurdle is regulatory at this
point.
I think that's the only hurdle left because I think the system is completely there 100%.
I have no doubts after seeing the way it handled crazy mountain curves all the way to three
lane traffic in a 20 minute span.
So no doubt in my mind.
So here we are unsupervised. It's right there.
Just let's just get it approved. Let's make the world safer. Shout out to everyone that tuned in.
Sorry for the glitches today on X. Nothing we can do about that, but still had a great conversation
with the crew. We'll have more of the regular crew back on next week, every Tuesday at noon
Eastern, the Tesla deep dive right here on Wolf Financial. Of course, our pinned post is always all the different content, streams, spaces, all the
great stuff that we do.
And then check out our other channels as well.
Of course, we have a Bitcoin channel, a crypto channel, a treasury channel.
Obviously, Evan and some others are underneath kind of our umbrella at this point.
We've got things going on all over the place, hoping to bring you information, great conversations, all that stuff live for free
all the time at Wolf Financial. So we appreciate everyone tuning in. The whole space is recorded.
If you missed any of the great conversation we had today, as soon as I close this out,
of course, you can go back and give that a listen at any point. Thanks for tuning in. Kevin, great
of course, you can go back and give that a listen at any point. Thanks for tuning in.
having you. Landon, Kristen, and my co-host Penny. Make sure you follow all these great speakers.
Check them out. They're in a lot of great spaces. I tell you what, you're sitting in an airport
waiting on a flight. Nothing really better to do with your time than go join a space, listen to
people talk about ideas and how the world is becoming a better place each and every day.
Thanks, everyone. We will see you on the next space. And better place each and every day. Thanks, everyone.
We will see you on the next space.
And for the next Tesla Space, of course, Tuesday at noon Eastern.
Thanks, everyone.
Take care.
Have a great rest of your Tuesday.
