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Tesla $TSLA: New Robotaxis & Optimus Buildup
Recorded: March 31, 2026 Duration: 1:22:29Space Recording
Full Transcription
Thank you. Thank you. All right. all right so hopefully you guys can hear me uh trying to get the speakers up having just a lid
uh-oh thumbs up or no thumbs up can you guys hear me no i was a flip i hear you fine brother
okay yeah because it's funny because for whatever reason, I could not hear the music on my side.
So I was like, oh, God, don't tell me this is one of those days again.
But we are here another Tuesday.
It's been great.
So hopefully those of you that are speaking today, I am trying to pull you up so that way we can jump into the conversation here.
And as usual, always a pleasure to be here with the crew. And once again,
I am sending the request out to Penny. Man, I don't know what's going on here. You guys are
rotating and dropping down. But happy Tuesday, as usual, hanging out with you guys, speaking about
Tesla, all the amazing things that's happening with all the companies that could possibly be
one company in the future. But just really excited to be here to dive into all these things.
But great that the soundcheck is working. My name is Taj hanging out with the Wolf crew.
And of course, Landon, Penny, Smokey and others will be rolling through and speaking about all these amazing things.
But so how are you doing sending out the co-hosts?
If you're not seeing that, I don't know what's going on, but we're trying.
Maybe it's a little co-host glitch.
That was happening to me all day yesterday.
Every time I accepted it, I was kicked down to a listener.
So my apologies if that's happening. That's not my fault.
But really appreciate you guys being here.
Landon, Penny, how are things going this week?
You hear me?
Yep, loud and clear on my side.
Okay, good.
My UI is glitched.
The first time that I tried to accept the co-host,
it did send me down to listener,
and now my mic status shows some weird icon.
Anyway, it was a crazy week, right?
Like just even scrolling through, uh, Sawyer's page today, you can see like 10 different
interesting things that are happening in Tesla right now.
The first thing that I always go to is Optimus, like, uh, Optimus three, they're doing the
finishing touches now, and we can expect to see
it soon according to a post from elon last night that's crazy i mean when i think about it i was
up close to optimus last on the 10 10 day when they had it out in uh la where a bunch of people
were invited to come see optimus and we got drinks and cookies
and it was already pretty impressive then but that was almost a year and a half ago now and
you know they've been keeping the latest version sort of behind a curtain so that they can probably
keep whatever trade secrets or newest advancements that they've made from leaking out to the other
companies too soon. Everyone copies
each other really quick in this space right now. And you know what it sounds like it's coming out
soon. It sounds like we're going to see the fruits of all of that labor. We know that the best
engineers in the world have been working on Optimus and bringing it to life, not only so
that it's functional, but then also so once it's functional, they take advantage of Tesla's
manufacturing expertise to be able to print out Optimus after Optimus after Optimus. Pretty soon,
they're going to be building themselves, right? Elon said, how long ago? I don't know, a couple
months ago, that Optimus will be the first von Neumann probe. And what that means is a machine
that's able to create a new version of
itself. Now we're probably a long way from that. I don't know that Optimus is going to be able to
create batteries right away, or, uh, you know, there's probably going to need to be some big
machines that help out with the process, but I do believe that they're on that path. And it's so
crazy to know that Optimus version three is right around the corner. So that's the main story from my point of view, but there's so many more right now.
What do you got going on, Landon?
Hey, Penny.
Everything's good here.
I'm just returning from a road trip.
Got to spend some time with the people in this room.
You see the listeners.
We all got together in the southeastern hub of the United
States, Chattanooga, Tennessee. Man, that was great. It had 16 states represented. That means
you drove your Tesla from, you know, somewhere in the Northeast, somewhere here out West. And we all
met up there. We had all these owners clubs and excitement and it was really
amazing i mean these are our festivals you know you talk about following a band i got a buddy that
follows fish you know around the country and goes here and there well i follow tesla and i want to
meet the people and talk to the people that share my passion because yeah you nailed it this is Tesla's
got a lot going on and it's like almost too much to keep up with isn't it Penny so that's why we
have this space we appreciate you Taj and all the trouble you go through these spaces the technology
is not perfect you know Penny and I have got a paper cup with a string held out across here from
Colorado to San Diego, just trying to communicate. But so, Josh, thanks for trying to hold it
together. Yeah, that co-host bug has been pretty rampant, but looks like we got it settled in here.
Penny's your real co-host, along with Omar, that has got another schedule going right now,
but maybe he'll check in with us later when he finishes up. So I appreciate the three of you. along with Omar that has got another schedule going right now,
but maybe he'll check in with us later when he finishes up.
So I appreciate the three of you making this happen to where we can talk about what's going on in our lives,
and it is Tesla.
Tesla is every day in our lives,
and I love what you talked about.
You talked about Optimus.
That is the unlock for the future, in my opinion.
You got to have all these components, right?
You got to have SpaceX to get stuff up there.
You got to have Tesla.
Look at Tesla's going to build a chip factory.
I mean, Tesla's going to build a chip factory.
No, you're not hearing an echo.
Tesla's going to build a chip factory.
And I'm saying that because, Jesus, excuse me, but I mean,
like this company just picks like the hardest tasks ever conceived in our universe ever of all
time and just says, hey, we think we can do that. We think that this is, you know, actually a
solvable problem. This is something we can do to keep from using all the water and power in your
region just for data centers. And we got this Optimus robot that's going to help us do it all.
We don't have to send our sons and daughters up into space to wrench on these satellites.
We're going to be able to use Optimus. So I appreciate you bringing that up. It's so critical. It's kind of hard to grasp, isn't it?
Imagining, like Elon says, that version three might be so lifelike
that you wouldn't notice that it's not a person if it's sitting next to you.
So I drove my Tesla out to Tennessee and back and had just a ball with these people.
And it's just invigorating to see that it's not
all the haters, that it's not the bears. It's not the people saying, there's no robo taxi.
You guys are crazy. They try to gaslight us, don't they? And say, oh, it'll never happen
with cameras and pure vision. But here we are. We're living in the world. We believe because
we see it happening on the ground. And we get are. We're living in the world. We believe because we see it happening on
the ground. And we get together at these festivals like in Tennessee. Thank you, Chat Charge. Thank
you, Hazels, to put this together again and again. Thank you for all the people that spent hours and
hours and hours making it happen. So we can just drive in a Tesla, talk about Tesla, and then throw them in these mud holes that Tennessee has and try to see if we can get stuck.
Boy, what a great time with the people.
I hope they have more chat charge kind of comments.
Just it's a great reminder.
It's hard to remember everything we went through, but it's all about you.
And it's about me getting together with you guys and learning and sharing
together i mean i just that's what it's about for me i'm so happy it's not winter anymore and we can
drive around find each other wherever it is in this country or in the world and talk tesla
because that's what i'm excited about because that's making my future that I want to see. Thanks, Penny, so much.
Taj, I love being here.
It really is like sort of a crazy time right now to be a Tesla fan.
I didn't realize until I saw it on Sawyer's page that today is the 10-year anniversary of when they launched the Model 3.
It's been 10 years since he made his first Tesla-related post.
It's absolutely incredible what we've seen happen since then. We've seen Tesla pull off
the impossible time and time again, and no gaslighting or shitposting can take away from
the fact that my Tesla is driving 99% of my miles. Like, that's insane.
The only times that I can remember taking over in my car
are when it takes an annoying turn in a parking lot
and I jerk the wheel real quick and make it turn the other way
because I don't want to waste 30 seconds turning a wrong way, right?
Like, that's the kind of annoyance that you see now.
It's basically nothing other than that.
It makes every correct
navigation it's really smooth at lane changes it gets in lines when it needs to it handles four-way
stops properly it even handles the line at my kid's school like it knows to get on the side
by the curb where all the cars are in line instead of just skipping by them. And it
knows how to drop off a kid. Like that's wild to me that my car can do that. And it's real. And
it's now. And it's just things that people don't even know about. Elon reposted some woman who had
had her Tesla for a few months and she took it on a road trip and discovered all these new features
about supercharging and everything that she didn't know before. And it's like she had a Tesla, right? We are the people who are on the bleeding edge,
the few people that actually pay for and enable this technology and get into rooms like this and
talk about it because we're so excited about it. And that sort of brings me to, you know,
something Landon was talking about. If you haven't done it yet get out there and meet
people like uh i've met landed i met ryan i met a bunch of people from this stage and they're so
incredible right like these are the people that get excited about the same things we do and if
you think it's fun online or in spaces it's a thousand times more fun in person so i'm super
jealous of every time landon says somewhere he goes,
he basically, it seems like makes it to all the events, right?
Which is incredible.
I don't have quite that freedom.
I get to make it to the ones mostly on the West Coast
or, you know, once or twice a year, I can make it out to Texas.
But, you know, there's just, if there's one near you,
or even if it's not near you, you need to go.
But 10 years since the Model 3, we're now seeing, like, they extended the range significantly of where you can take unsupervised drives in Texas now.
So not only is it in my own car supervised, basically making no mistakes, but, you know, they're growing the areas that it can drive without someone at
the wheel. I mean, that's really, that's just so crazy to me. It was in movies only when I was a
kid, right? Like, uh, what was it? Total Recall with Johnny Cab. And there was this awkward robot
going around. And even in the future, they kind of drove a little bit awkward, right? But now, in the present, there's these real cars that actually exist in real life,
and they drive super smooth, and they're super reliable,
and they're being made by a company that is basically the best in the world at manufacturing.
So you know when they lock out that last, you know, those last .999s that they need to
to get to where they can just turn it on everywhere,
they're going to be able to create the supply
to meet that demand.
And, you know, that's just another really super important thing
about anything that they build
because it's easy to build a prototype
and it's hard to manufacture it.
And that's something that people forget.
So when you see a robot demo, that's something.
But when you see a robot demo by a company that you know
isn't just an absolute expert in mass manufacturing,
that's something else altogether.
Yeah.
Let's see, Ryan, what do you got going on?
Or go ahead.
Yeah, I think.
It's exactly what I was going to do.
I was going to pass and then afterwards
you can go to Smokey.
Thanks, guys.
Yeah, I really like what
what Penny and Landon
have been talking about.
Like with Optimus,
Tesla really just has
such an advantage
in so many aspects
of Optimus development.
Like there's a lot of other
humanoid robot companies
and I expect there to be
more and more in the future. tesla has the advantage with like large volume manufacturing
they have the advantage with development of the brain for optimists and they have a lot of practice
with this uh with with their vehicle fleet uh and then, forget the other advantage,
but basically creating Optimus
is such a natural progression for Tesla
after developing this fleet of vehicles
for self-driving.
Because the self-driving fleet
is basically a robot on four wheels and then
optimus is it's just a robot on two legs uh and and they have the ability to navigate the physical
world in such a seamless way and now they just have to do that with with this robot so I'm I'm really excited for them to just change that
form factor and produce things produce these at scale in a way that's useful
for businesses and then once they once they do well in the factories then
they'll they'll put these in people's homes and it's just going to be such
an amazing day when these chores can be automated like imagine instead of going to chat gbt or grok
or you know any of these models but like i'm envisioning when chat gbt first came out and
you were able to prompt it and say hey uh help me me draft an email to my coworker about XYZ topic.
Well, instead, if you could say, hey, Optimus, go to the kitchen and wash the dishes and then put them away in these drawers.
And then it just automatically knows to do the laundry thereafter and it can sort them by
colors and fold the laundry and put it in the correct spots like that would save so many hours
for so many people uh like i can't stand doing chores and so I'm very much looking forward to the day where it's able to save me
that time in the physical world, just like how these AI models are currently able to help us
with digital tasks at the moment. Ryan, if I asked you about humanity, it seems to me that Elon really focuses on humanity and really puts his money
where his mouth is. For example, what you're talking about, the things that we use to clean
our clothes and to clean things are designed for humans, aren't they? I mean, this is what we're
talking about with FSD as well. It seems like we really
got out of that Johnny Cab that Penny was talking about with the jittery, jumpery, you know, obviously
robotic kind of movements. I mean, it's astonishing when robots can do things, but then really quickly, we realized the gap between humanity and robotics.
And so when FSD moved away from saying, okay, if this, then that in code, all code,
and it moved to having eyes and a brain that recognizes when the eyes see something that
they've seen before.
And it just becomes more natural and it works well.
And so when you talk about that, I think about Elon saying,
I love humanity.
And instead of trying to build machines that can do the same things that we can do,
it's more specifically Tesla working on our machines that do things the way we do them, starting from the first
principles of what we want to accomplish.
So Ryan, when you and Penny start going on the robotics and I just love it, I can't wait.
I want to live in that world.
And I appreciate that so much.
Yeah, it's really interesting for sure.
And one thing that I will say before I pass
to Smokey is a simple thing
that I just remember all the old clips
of hearing, oh, they'll never build
a humanoid robot because
we can't build hands and opposable thumbs.
That's like, only God can do that.
It's absolutely impossible and it's just
not form functional and
now it's like
that was blowing away. Even Elon himself was like, man, I don't know if this thing absolutely impossible and it's just not form functional and like now it's like it that that
was blowing away even elon himself was like man i don't know if this thing would ever uh be
necessarily functional we have robots building all sorts of things all over however the hand is but
they they conquered it so anyways it just uh shows you that technology is going exponentially and you
just never know where this is going to go. But Smokey, love to hear your thoughts, especially what was said previously or anything that is coming across your timeline.
Do you have some headlines that I'd like to throw out there?
But yeah, love to hear your thoughts.
Hey, good morning, Taj. Good morning, Tesla family.
So, dudes, we got so much stuff coming up.
stuff coming up it's crazy the next events coming up i posted up top uh tesla owner sport has got
It's crazy.
The next event's coming up.
I posted up top.
cyber balls which is going to be a lovely but comedy coming up and then we've got the michigan
summer meetup this is the last day to get your discounted tickets for that so i highly suggest
if you want to go and you want to go and actually meet up with family like landon was talking about
this is it this is where you go and i'm going to be actually meet up with family like Landon was talking about,
this is it. This is where you go. And I'm going to be out there. There's going to be a ton of people out there. It's going to be a blast. To speak on the point earlier about gaslighting,
I don't know if you guys saw it, but two cyber cabs were actually spotted in Oklahoma.
Who would have thought Oklahoma? So slow at first, and then it's going to come in a wave like a tsunami. So it's exciting times. And that's all I got for now.
thing about it is it's not just the
Sawyers and the big accounts that are
posting it. Every now and then
something pops up on my timeline from someone
with like 300 followers that just happened
to see something on the road. So it's pretty cool.
So I will pass it over
to Trev.
How you doing?
Can you hear me?
Yep, now I can. I was just about to say, I don't know if you guys can hear him, but I can't.
But yeah, now I hear you.
Yeah, you know, I'm just really excited about even the near-term future for Tesla.
You know, Landon and Penny, they both mentioned Optimus
and how, you know, we're probably going to get a reveal soon.
You know, it was so interesting,
that picture that got released from a team member of the Optimus team.
And, you know, they were all wearing Christmas attire, you know,
well, not all of them, but most of them were wearing Christmas attire.
So that, that picture was, you know, about three months old.
So they've been working on this for, for a while, you know,
and I'm just really, really excited to see Optimus Gen 3.
And I'm thinking, you know, based on what Elon said about, you know, we have to work out a few more things and then we'll be ready for the reveal.
I'm, you know, and people might catch flack with this, but I'm really tired of the structured demos.
I want a live demo.
I don't want just a video recording of a robot cleaning the interior of a house.
I want it coming live on stage and them asking it questions,
using Grok to answer back, doing a task.
I want a live real demo.
And honestly, I do think that's what we're going to see.
And, you know, it might not be perfect, right?
You know, it's incredibly difficult what they're doing.
But I do think that's what we're going to see.
And that's what I hope to see.
And as far as, you know, April is right around the corner
and, you know, CyberCab production starts.
So I think people are kind of sleeping on that.
I think some people just don't think it's real or something.
I'm not really sure.
But, you know, Tesla stated that they're going to start production.
And, you know, Joe Tagmeier actually, who, if you don't follow Joe Tagmeier, he does drone videos over Giga Texas and very, very knowledgeable.
You should definitely give him a follow and subscribe if you can.
But, you know, he's one of the only ones to actually tour the CyberCab line.
And, you know, from what he told us, it's ready, right?
So, you know, they're going to start production.
And I think he would share the same sentiment that, you know they're gonna start production and i think he would share the
same sentiment that you know they're not just gonna it's gonna be a slow ramp of course
um with the new unbox process and everything that goes into it you know it's it's not it's not gonna
be you know scaling into the thousands um on week one right they're going to start to ramp this thing and they're not going to print these out
and sit them on a lot.
I just have a hard time believing
that they're just going to release these things
and put them on a lot just to sit there.
That's just not going to happen.
We see testing, like Smokey said,
all the way in Oklahoma.
We've seen them very far out west.
We've seen them in Texas, obviously.
We've seen them on the East Coast.
I think what they're doing is they're really going to start to scale this thing.
And we're going to see more cities come online.
We're going to see, I come online. You know, we're going to see, you know,
I think in the next few months,
we're going to see,
we're going to have the ability
to take a cyber cab in Austin.
I really do think that's, you know, in May or June,
I really do think you're going to be able to call
a cyber cab in Austin and take it.
And, you know, the one last point I'll make is
FSD is slept on for this really this one reason.
And a few speakers hinted at it.
You know, it's not, people just think of it as like in the USA, but it's not.
It's in seven countries, eight markets.
You know, on April 10th, I think it's April 10th or 12th,
it's going to be in the Netherlands.
It's supposed to be approved.
It's expected the 10th, yeah.
Yeah.
Once that happens, it's a snowball.
It's like NACS.
Once one person does it, the next person's going to be like,
well, I want that.
And it's going to snowball.
It's going to take over Europe.
Obviously, it's already in china
you know um south korea you know the list goes on mexico canada it's really a global product and
with very very little um with very very little changes to the model they can just drag and drop
this and it just works obviously it's not's not 100% perfect. They need the local maps,
like how we have Google Maps in China to have Baidu, right? So there's little things here and
there, but for the most part, you can drag and drop this thing anywhere and it just works.
And if you look at FSD's safety stats on their website, it's 7x safer. And that's not just in the USA. That's covering over 5 million miles of road, okay?
5 million miles from seven different countries,
obviously excluding China because their data is kind of secret.
But, you know, 5 million miles and it has a 7x safety rating,
better than manual driving.
That's incredible.
I don't think people understand, you know,
the next best thing is Waymo.
And they do an incredible job, you know, 90% safety rating.
But they're in, you know, hundreds of square miles, not millions.
And I think that is slept on and not talked about enough.
Hey, Trev, I wonder if we can go back to the optimus comments and can you go a little deeper
on your thoughts about a reveal or a presentation that's live or what are you saying that that is
what tesla should do in order to be more at the forefront of the robotics kind of demos like we see from some of the other companies
that are really just trying to raise money?
Or is that what you just personally want?
Or what was that in reference to?
Maybe that figure demonstration?
I think, you know, it's a little bit of both, Landon.
It's what I personally want.
And I think, you you know people get excited
over these demos and it is cool to see these demos it was cool to see you know the figure
robot walking down you know the hallway at the white house right i mean it's cool to see
them doing little demos in the in the living room but there's nobody walking to that robot
and saying hey do this task and, okay, and does it correctly.
And then ask questions to you where you can actually communicate.
Because, you know, obviously, when you have this robot in your house,
you're going to want to be able to ask it questions.
You're going to want to be able to talk to it.
And it's going to need to understand not only the environment
and how to interact with it,
but it's going to need to understand your commands, right?
So that's what I want to see.
I want to see a robot,
because I personally have not seen that demonstrated with any company.
So, you know, and again, what I'll say about Figures,
you know, his past, you know, personally, I just don't, I, you know, I don't really trust exactly what they're doing.
I'm not saying they're faking anything or doing anything like that.
I'm just, you know, very, very timid because, you know, again, go back and look at Joe Tagmeier's videos.
look at Joe Tagmeier's videos,
Tesla is building a five,
Tesla is building a five.
well, the first part is going to be
500 megawatts of compute
for Cortex-2, strictly
for Optimus. Nobody
else is building that out. So,
if you need
that much compute for real
world training, you know,
I just, you know, it's going to take
a lot to actually train this
robot to be usable in a real-life setting.
Yeah, the hand and the brain.
Nobody else has the brain like Tesla does.
Or the manufacturing capacity.
Like, you know, figure.
All of those things are, yeah.
With how good they're doing it.
It takes so many things to make this work.
So many things have to come together.
We better give it back to Taj and welcome up all these new speakers we got thanks trev yeah we got a crew flowing in here uh i think
the order in which they came up i'm going to try to hit them i believe josh came up and we go to
kim afterwards if i'm not mistaken so i will just pass it over to you and nothing to be said for me
just get to you guys.
Hey, guys. Great space again. Wolf, Landon, guys, you guys do a great job. We always look forward to it every week.
Sorry I'm a little late. Just been doing some running around, but it's always fun to talk about Optimus. I think just in response to Trev's comment about seeing a live demonstration, I think the reason is that they haven't built out, you know, the cortex,
the brain, it's not completely done. And, you know, Tesla's had some live demonstrations in
the past, i.e. silver, steel ball and Cybertruck that even to this day doesn't, you know, exactly,
you know, they made the best of it, but it definitely was a kind of a scar on live demonstrations, and no doubt Elon has not forgotten that situation.
So it would be orders of magnitude worse
to give Optimus a live command
and have it do something wild, silly, fall down, who knows what.
And so I think it's best to just wait until they're done.
I'm not eager for a live demonstration if you
you know if we have faith in this company and what they're able to do i think uh roll the sucker out
you know get it production ready and i think we'll be we'll be happy as investors i think these other
companies that are putting on these shows like figure in the white house which was pretty cool
you gotta admit that was pretty cool it was untethered and um but you gotta remember they're
they're looking for money.
They're looking for investors.
They're looking to build trust and faith, which Tesla has in spades.
Just look at this space here.
So I think it's two different companies tackling a similar problem,
but the two very different approaches.
And Tesla is the big dog, and they know it.
And so that's why they can afford to hold their cards close to the chest.
And while it would be exciting for us, you know, to watch these things and share the videos,
I think at the end of the day, we just got to let them cook.
So I think that's kind of the important thing to remember.
Let them build out this incredible, complex compute machine that they're building.
I mean, it is just unbelievable the tasks that this company is taking on.
For really, you know, a young company in all respects,
as far as, you know, look at some of these other companies in Taiwan
that have been doing chip fab and that sort of thing.
I mean, these guys have been doing it for a long time.
And then for really a newcomer to walk into that space, it's not easy.
And Tesla seems to, oh man, it's almost like
they're just like a glutton for punishment.
You know, they're like, hey, we've never done,
you know, batteries, let's build batteries.
Okay, we've never done cars, let's build cars.
We've never done electric cars, let's do that.
And it's just on and on and on, right?
Hey, let's do robots.
And there's a dancing suit comes out
and literally months later, they have a working robot.
And so it's gonna be the same thing with ChipFab.
And heck, you look at the refinement, lithium refinery.
Who the heck thought five, 10 years ago that Tesla would be a lithium refinery and at scale, right?
And not only that, but leading the industry with brand new technologies that have never even been implemented with the OGs that have been doing it for so long with big profits. So, you know, I have all the faith in the world that they're going to build
out TerraFab. You know, there's always going to be haters and naysayers, but they really don't,
they really don't consider the ethos of what makes Tesla, Tesla. And they're not afraid to,
you know, take it on the chin, but they just come back and they punch way above their,
their weight level. So anyways, that's, that's kind of my two cents on it.
Josh, I completely agree with like 99% of what you said, but I will add one thing to it. I think
that they still have a reason to try to impress us with fancy demos, live demos,
even if, you know, like you said,
the steel ball was a bit of a fiasco, right?
But who really talks about that outside the real Tesla nerds?
No one knows about that except us geeks,
either on the fanboy side or on the trash-talking side, right?
Other than that, it doesn't hit mainstream news.
But what I'd like to add is, like,
you mentioned some projects that they've been working on a long time, and they've been recruiting
the best engineers for a long time. And that's why the lithium factory is coming out with technologies
that are better than have ever been seen before, right? But starting up TerraFab is something new,
and they still have finishing touches to do on Optimus. And there's, you know, so many more things
that need to happen in Tesla's future.
And that basically 100% depends on their ability
to continue to recruit those best people.
So maybe they don't need to fundraise.
Maybe they don't need to do cute demos
for fundraising anymore.
But they do still need to recruit the best engineers.
They need to show that they're on the cutting edge of these really exciting projects. And if they want to get people
to come work on TerraFab, what better way than to show off all of the hip things that they're doing
with Optimus and the reasons why they need those chips and so many other things like that. So I
think that a driving factor behind tesla's success from the
beginning has always been elon's ability to attract the best talent and i think that you know showing
off cool demos is just part of that so that's the only thing i wanted to add other than that
uh you nailed a lot of different things there yeah uh attracting cool talent except in the areas of
this lovely platform that we're on no
i'm just kidding no he has great talent there too it's just the numbers aren't there but uh
kim i'd love to pass it over to you but really quick i will say um it's really interesting you
brought up the steel ball thing because those of us that are always online social media and so on
uh there was a theory at that time and said, I wonder if they
plan that whole thing, because obviously they don't pay for advertising and they got everyone
talking about it on social media. So it was like, you know, there was like a little ballgate
conspiracy theory thinking like, I wonder if that was there. I don't necessarily think that
would have made sense, but it was either way that in the social marketing circle not even the tesla nerds
or the critics they were thinking was like i wonder if this was a publicity stunt you know
so they were going down and putting on their investigative hats for that one but uh kim love
to hear your thoughts and then we can go to smoky i see where you have a hand up hey tos if you don't
mind really quick i'd just like to add on to what penny said real fast i know i know we say that the terra fab is new but one thing that tesla does have
is an amazing chip design so it's only about making them what they already are designing
as we see in our own vehicles every day the most glorious computers and chips that they have
so that's all i want to add into
oh awesome now great add-on.
And Kim, I'll pass it to you.
And thanks for patiently waiting.
Always great to have you here.
Love to hear your thoughts about everything or anything that has you excited.
Well, hello, everybody.
Hi, Landon.
Hi, Penny.
I haven't been here in a minute.
That's for sure.
But I'm going to first talk about FSD.
I'm going to first talk about FSD.
So very briefly as a recap, I bought my car, my first Tesla a year and a half ago.
I'd had a glass of wine and my friend said, you got to buy a Tesla.
And I went on, didn't tell my husband.
And when he woke up the next morning, I go, I bought a Tesla.
And, you know, we had to wait for it for about a month.
So he was not a fan, didn't believe in self-driving cars.
You know, he likes his gas car, ice car.
Long and short of it, as, you know, a year and a half ago,
how far the FSD has come is insane.
Though I will tell you, it did run into two curbs on me and chewed up my
rims. But beyond that and beyond navigating carpool lanes, honestly, it's the smoothest ride.
I love how you can just start it from your driveway now. When before, when I first got my car, you had to touch the wheel, have your hands on
the wheel.
So my point in all this is my husband has taken over my car.
It is so annoying.
Basically, he now thinks that this is his car.
So the guy that was not a Tesla fan and was kind of like, why are you buying this car?
Like, he doesn't care.
I have autonomy to kind of do what I want. But he literally drives my car every single day. I just
looked at him like, where is he? He's gone right now to a doctor's appointment in my car.
So interestingly, when he first started driving it, I would put it in self-driving before you could just start it from the driveway.
He would be freaking out, like literally, like ridiculously in a panic.
And now he literally uses FSD every single time he's driving it, no matter where he's going.
And so I said to him the other
day, I'm like, look at how calm you are. And he goes, this is the best invention ever. So he's
become a huge Tesla fan. And it's so amazing to see how far it's come just in a year and a half.
I mean, it'll be amazing to see the next year and a half.
One thing I'm looking forward to at some point,
right now him and I are working off one car
because long and short of it,
my daughter got in a no-fault car accident with my car
and she's okay, don't worry, but it was totaled.
So we're working off one car
until I get myself to get another car.
But long and short of it, it's in these moments that I wish I could just send the car, like
it could just drive me to my job this afternoon and I could send the car back to him, right?
And I'm just like, the technology's already there.
And I'm sure it's regulations and all that that's preventing it from being able to do that.
But that would just,
imagine how that would change our lives.
Being able to just send the car back,
he could drive it,
then send it to me at work and pick me up,
drives me back,
I send it back to him to pick him up from work.
So this would be a great next step in my opinion.
I'm sure the ICE cars don't want that
because that's gonna take away from their sales, et cetera.
Next thing is we're talking about a robo-taxi.
So I actually got in my first Waymo,
hate to say it, wasn't Tesla
because I landed in LA and my kids all live down there now.
And so I'm down there about every month, they're older.
And so one of them, they couldn't pick me up.
So I'm like, that's okay, I'll just take a robo taxi.
Oh my gosh, okay, I'm not promoting Waymo.
I'm just promoting that. How fabulous that was.
First of all, sadly, you're not paying a tip to anybody. So I know that that hurts our Uber
drivers and I don't like to hurt the workforce, but it saved me money and was the most incredible
ride. And I know that it's geofence. so it's a little bit different than what we're hoping
Tesla is going to be. But it was pretty incredible. So I can't wait till Tesla can get there
and bring some competition to the market because they're the best at what they do.
But it was still, I think I paid 25 bucks to go from LAX to Santa Monica. I mean, that's pretty good. Uber was probably like 50 or 60.
And so yes, excited for Robotex Taxi when that rolls out.
And last thing I'll say about Optimus
is I think every mom would love someone to help her clean,
maybe watch the kids.
My only concern that I was thinking about is you guys were talking about
this from the user's end is how are they going to put safety measures in it like I think of my kids
when they were younger like maybe in their teen years they would have been telling the robot to
hit the other kid or to somehow somehow, you know, do something
like thinking they were being funny,
go like steal my sister's makeup, you know,
and hide it or, you know, something like that.
What are going to be the safety features
to make sure that these robots don't follow commands
that are like detrimental?
That's a question. Very, very good question. I think we'll have to figure that out together. I just want to celebrate you, Kim. Welcome back. What a triumphant return.
You're so excited. Thank you. It's so much fun to listen to. I love your story about the husband
because it just proves what we know about marketing that you really can't
change other people's minds, but they can change their own minds sometimes when they're exposed
to more information. That's what you did. You put it right in front of them. You said,
this is happening. And then they warm up to it. They get curious.
And you don't have to sell people on this stuff.
You just have to expose them to it like you did.
And then it's crazy.
All of a sudden, they go from the haters, the deniers,
the people that we think will never join us.
And then here they are.
And you are here.
We talked to you before you owned a Tesla.
You said, oh, I don't think that would ever work. I can't see driving it on long trips.
And we know I'm not an Elon fangirl, right? So it took a lot for me to get there.
And you can't get out now. We'll never release you from our clutches.
And you know what the thing is? We need to know, we need to look for another car, right?
Because the other one got totaled.
That car was kind of my baby.
I'd love to get a second Tesla because like I said, I mean, he literally has taken my car over now.
And so, and I'm glad that he loves it, right?
Like, it makes me happy that he likes it so much.
But the thing is, like, I don't know,
do any of you have two Teslas?
Because I just, the one thing that I can't-
They're like rabbits, Kim.
It's addictive.
You get your first Tesla, you've got to have another one.
The third one is probably somewhere in your future too,
but you're doing great with it.
The thing that I'm struggling with
in getting a second one, right,
that I can't get over yet,
that's why I'm wondering how you guys feel about having two,
is not having a gas car.
Like if the electricity goes out or, you know,
I guess I always have in my head still that I,
plus I will tell you, last thing I'll say,
and I know I'm talking a lot,
but since I haven't been here a while, I guess I get more of a platform this time. We did take a trip to California in it,
and I'm going to be honest, it was not fun. I mean, we did have to stop so much. And so that
was the drawback for me. And then I drove another car down to California a couple of weeks ago
that was a gas car. And I will admit that though it wasn't comfortable like driving my Tesla,
I was just happy I wasn't having to stop so much. So I also think about it for long-term trips,
long trips. We've done the same thing that you have. When we got our second Teslas, we often keep,
and I'm talking about everybody in the room,
we often keep a gas car.
And then you realize six months later,
it's time to change the oil,
but you still haven't driven it.
It's got cobwebs because like your husband,
nobody wants to drive that anymore.
Nobody wants that old garbage.
And you're right, you know, getting
used to the road trips a little bit different. You know, we could get into the details. But
basically, if you set your car to make the fastest trip with the fewest, you know, with even with
more stops, it's going to get you using that bottom part of the battery to where you're not
charging it to 80%. You're not charging it to 100%.
You're just, you know,
every time you have to stop for a bio break,
you're getting nine minutes of juice,
12 minutes of juice, and you're moving on.
You should easily be able to drive around the West
for three or four hours before you have to charge.
And then you're just gonna hit those little sips of juice and charge and stop and get
a cup of coffee in nine minutes and you're on.
So you'll find your way there, but it really can be just as easy.
I see people in the room here that have driven their electric vehicles all over North America,
Canada, down through Mexico and all over the United States, and we're sold
on it. We found the ways, these little tips and tricks to make it easier than, you know,
filling up with gasoline, in my opinion. But good questions. Love and watch in your journey.
Get that second Tesla. You'll never regret it. Okay. Well, that's good to know about the trip.
So I'll have to explore it because between that and my husband,
I'm like, God, you're like a kid.
Can you not hold it?
I'm stopping for him to use the restroom,
stopping for the Tesla.
It was funny.
Health first.
Come on, kid.
Road trips are always a fun time.
And I just want to throw out some headlines
just really quick before passing it over to Dallas Hustle Club. I just want to throw out some headlines really quick before passing it over to
Dallas Hustle Club. I just wanted to say, just going to go rapid fire some headlines and I'll
pass it over. But number one, I saw that some data came out, 29% up registration. That was
from February data in Europe for Tesla. Then Australia for March, 161% demand loans for people trying to get EVs,
because I guess there's a special classification of getting EV loan. So this gas thing and the war
is definitely going to make that number go up. So I'd love to see the numbers for April.
But also Tesla is going to double their service stations in Japan. That's another huge milestone headline.
And free supercharging stations in UAE and areas affected in Saudi Arabia due to the war.
That's a little bit, kind of a little bit of old news,
but still I think it's worth saying because we didn't put that out there before.
And then lastly, related to any competition, because the last time we kind
of touched the fact that Volvo, Honda, and a lot of the other competing EVs are struggling in the
US, but GM is scaling down their EV factories, including 1300 workers. So they're scaling down,
Tesla is scaling up, not to, you know, ever celebrate someone's failure or anyone getting
laid off, but it's just
showing whatever Tesla's doing is obviously working because they're scaling up.
So I just want to throw those things out there really quick, and we'll pass it over to Dals.
And then I see Ben just popped up, so I'll go to him afterwards.
Yeah, thanks, Wolf.
I appreciate having me up here.
I don't have a ton to add.
I think everyone's really mentioned anything I wanted to mention, but Kim, I resonate with you. I think road tripping is the
great unlock for Tesla ownership. It's something that I am one of those people who happen to own a
great gas car and I own a great electric car. The gas car does great getting my family of four with
all their massive things. We have to get around this town everywhere we need to
go. And then anytime I can, I take my Tesla because I just prefer being in that car over
my gas car. That's just the nuts and bolts of it. But I was able to convince my wife to take my car
on a really long road trip that we went on. And it was fantastic. I mean, I don't do it enough.
I think it was enough to open her eyes to that this is the way you should be road
tripping. We drove 600 round trip miles and I touched the wheel one time, which was really just
by choice. A sheriff had his tail end sticking out into the highway and my car wasn't really
getting over. So I'm just going to move over. I don't know. It was kind of like, I didn't need
to do it, but I did. On the way home, I legitimately didn't even touch the wheel one time.
So this is the way, this is the way people will be transporting themselves and goods and services around the country.
And anyone in here who hasn't had the opportunity to experience that, it is something that people can tell you about all day long.
And you can listen to in spaces and even watch great videos like Omar's and Sawyer's videos on it.
But you really do need to experience it for yourself to really grasp how game-changing
this really is. So it is the future, but what's really exciting is the future is now, so you can
go use it. But yeah, I think road tripping is that real eye-opener, just like that girl in that
viral TikTok has been saying that everyone's sharing around. The demo drive, what really
opened her eyes to it was FSD, and I think FSD is good enough now to where
it truly is a selling point, right? A year ago, I don't know that I would just throw anyone behind
the wheel to supervise because I think there were some hiccups here and there. But we're at that
point now where, I mean, I'd put my grandmother behind the wheel, right? Like you don't even
really need to know what you're doing because there's nothing to do. And how exciting is that?
We've been waiting for this point for a really long time. And I think
the term slowly, then all at once, I think we've checked the slowly portion off. And I think now
we're entering the all at once phase. So super excited for that. I think April is going to be a
wicked month for Tesla. If we can get through tomorrow with the April Fool's jokes, then I
think this month is going to be super exciting. So, well, thanks for having me up and I appreciate it. Hey Dallas, see there's one
thing about the road tripping Kim brought up as a question. I don't know if you want to address it.
You know, what do you think if you're having a gas car and you're in a hurricane or you're in
some kind of emergency or, you know, the wildfires or earthquakes we compare that to like what what
does tesla do i guess taj spoke to some free charging in emergency areas but what else should
she know about that in case hey the power's out now what do we do yeah i mean so there's been a
lot of crazy things that have gone on in the world where people have been stuck on highways for a
very long time and funny enough the people who actually kind of came out of that unscarred were the ones
sitting in Teslas, right? I mean, A, they're way more comfortable. So if I'm going to be stuck
anywhere, I'd rather be in a Tesla. But B, you know, let's take the first natural disaster,
right? So you get snowed in or something happened like that. These people were sitting in their
cars for upwards of a day with heat running, right? So the rest of the world on the highway, their cars ran out of gas and they're sitting in
their cars freezing cold.
Again, this is like fringe of fringe edge cases here, but that Tesla will keep running
because it's not running.
It's just the battery is running, right?
So the AC, the heat, whatever you want it to be, you know, I'm a weirdo.
So the middle of August, I like to
have my seat heater on because it feels good on my back. You can do that. It doesn't matter. You
can do whatever you want. It's your car. So then, okay, wildfires. We'll go to that natural disaster.
We'll get to a meteor shower next. But wildfire, you're driving through California. The air
quality is already pretty shitty. And then now there's a wildfire. Well, guess what? You have
bioweapon defense mode. What a ridiculous thing that all of a sudden you realize you really need. Only Elon Musk would put
that in a car. It's kind of akin to a little bit of a gimmick, but then when you really need it,
it's not a gimmick at all. It's like hospital grade air you're breathing in your car, right?
So you can drive through that wildfire and not get sick like the
rest of the people on the road would be. So any weird thing that could happen, they've thought of,
and what my new appreciation for is watching this supercharger network build out to where any gaps
that I saw over the last three years, because there were some pretty big gaps, right? You get
over into New Mexico, you get up into Muskogee, Oklahoma. There's just so many weird places that now I'm watching just get ticked
off, right? And tick, tick, tick. Oh, there's one there. Now there's one there. And I think a lot of
that is just they have the bandwidth to do so. And I also think that there's this new area they're
getting into with white labeling superchargers where people maybe have a different view on there hasn't been one here forever, but I can go do it myself and just use Tesla equipment.
So I've seen a couple cases where places I've always wanted to go or have been going are now
being filled in that gap with these white labeled Tesla superchargers. So good on them for going
that route. It's not really a Tesla thing for them to do that, but I think it makes a ton of sense.
And I think it's going to benefit all of us being Tesla owners.
So I would tell you, if you have any hesitation road tripping, I was going like four hours
at a time without stopping.
And I like it.
I kind of like the game.
I like the excitement.
There's not really any game anymore because FSD just does all the hard thinking for you.
Before FSD, you kind of had to like get your calendar out and like map it out and be like,
okay, I'm going to stop here, but I'm driving. So I kind of accelerate and decelerate. My car
might not be able to give me an accurate prediction, but now with FSD handling all of it,
my variance of arrival for state of charge is under half of a percent.
And you can see all that in the trip planner, right? There's a chart, 600 miles of road tripping.
My combined variance of state of charge was 0.4%. So that's ridiculous. Like you can essentially
leave when it says you'll arrive with 1% and be completely fine. What an exciting time that is.
It's very nerdy stuff, but if you know what I'm saying,
you know that's a big deal.
So, yeah, I think that's all I got.
A really quick Dallas's point.
It'll actually change.
If it doesn't think it'll make it, it'll find one closer too.
So you don't really have to worry about that.
It'll do that all on its own while you're road tripping. The other thing is, is the lack of fatigue. It took me all the way to Austin,
where I hung out with Josh and some other great people out there and all the way from Jacksonville.
And it was like a one shot. I got there. I wasn't even tired, dude. That's just wild.
Yeah. No, it's smoky. That's the best point of all. I mean, you can get into the nerdy stuff, but at the end of the day, it's really just a fatigue reducer because driving sucks.
Like anyone who tells me they love to drive, that's a little bit of a red flag, right?
Like who the fuck likes to drive?
Driving's horrible.
Like I hate it.
We're not good at it.
We have two eyes.
We text.
Everyone on the road's, you know, looking at their TikTok.
And when you're supervising, you get the opportunity to look around and realize that, right?
Like you're sharing a roadway with 70% to 80% of drivers who are looking at TikToks on their phone.
It's crazy.
So I think it gives you the opportunity to see how horrible human drivers really are.
And once you switch over to full self-driving, you'll never go back.
It's just it's kind of that obvious of a switch
Well, I think it's important tasted it you cannot go back
Sorry wolf didn't mean to cut you off, but no, no, no, no
All good. Just then we can pass the Ben right after you you can chime in Ben or right away after he's finished
Josh oh sorry, okay Josh, can you finish this? Oh, sorry. Okay.
Yeah, no, I was just going to say, I think it's important to differentiate between driving and commuting.
And most of the vehicles on the road are commuting, right?
There are trucks going to work.
There are people taking the kids to school.
They're doing their running around.
And it's like a brain-dead activity.
And I think that's what Dallas really was referring to.
Driving, on the other hand, I mean, I love my FSD and everybody knows I run that nonstop. I'll do 24 hour runs
on FSD, but I do love to, you know, kick it and let the back end slide here and there and use that
thousand horsepower here and there. So it definitely, there is a, just a distinct
difference between the, the mindless commuting versushering. Thank you for clarifying that. And
that's exactly what I mean. I think driving a car around a track or getting the plat out,
there's nothing more fun than feeling the pavement when you're driving for fun, because it is fun.
And that's where we're going to get, right? Driving will be a novelty. It'll be something,
hey, come on, get in the car. We're going to the gun range. Or no, we're going to go drive cars
today. That's going to be cool. But driving on the highway in Dallas on rush hour,
it's the worst thing you could ever be doing. So that's kind of the way I differentiate the two.
Ben? Hey, fam, how's it going? I just wanted to chime in and build on what Kim was saying.
I'm kind of surrounded in my same family, which a lot of people are hesitant to do, to make the switch.
And I have been a huge Tesla fan and supporter of Elon since 2008.
Unfortunately, well, I guess fortunately,
I bought a house.
I've sunk all my money into my house since 2012.
Didn't have money to invest or buy a $100,000 car.
So I had to sit tight and enjoy the ride
and see what's going on.
I started finally invested in 2019.
And then I bought my,
and I really just can't shut up about Tesla to everybody. And it pisses a lot of people off, especially in my inner circle.
But I don't care because I love them, especially my immediate family.
They've even blasted me on group chat, like, just shut up already.
And I'm like, okay.
But anyways, I finally got in.
I got my feet in the water. I knew I wanted to get solar
on the house first before I dove into the EVs because I definitely didn't want to
incur that cost. I wasn't sure what that it got Tesla to install it which was a
little bit of a painful experience but but in the end I got what I wanted and
then as my first Tesla came around in 2025 the summer 2025 I bought a model X
2019 and where I wanted to go with that is that I want to encourage people
Even if you can't afford a new car because everybody thinks about a new car. I bought a 2019 model X 100 D
With FSD included and a bunch of upgrades on the car for 24k all-in and I'm getting to experience
You know what you guys a lot of you know have
um even though it's hardware three and and i'm stuck on 12.4 forever it seems like
but i i mean i'm converting my family members one by one on a used car in 2019 you know hardware
three i can only imagine what you guys are getting and, you know, hitting a button and it starts and goes.
And I still have to put it in reverse and, you know, get the trip going and stuff like that.
But it takes me to my daughter's park every day.
I can just relax.
I've always been kind of a high strung guy and I'm not relaxed on the roads whatsoever.
So it has given me a piece of calmness. Like I can look around
and, and kind of unsupervised, supervised. And I just love it. And in fact, I had the same thing,
Kim, Kim was talking about the reservations on long road trips. We don't do a whole lot of
traveling, but we do do a fair amount within California because it's huge,
and I love it. And so the conveniences of gas and not having to stop a lot of,
there is a market for both, in my opinion. It's getting much better with Tesla,
with all the stops that you have, and I put my faith in it right away. I went over, over Christmas,
I went picked up my second Tesla 2018 Model S. I went to San Luis Obispo to get that. And,
you know, I had to, I had to drive our, well, I begged my wife to let's take the X there. And
she's like, no, if I have to drive back, I'm driving our Chevy Equinox, you know, I'm like,
okay, fine. I want this, that's that bad. I'll take Chevy Equinox, you know, I'm like, okay, fine.
I want this, that's that bad.
I'll take it.
So, you know, I had a little bit of a reservation because this was going to be my first semi-long road trip back with the Model S.
And she was in the gas, so she was fine.
But like you say, it was just amazing.
Just tell me, oh, you you're gonna need to stop here if you
don't want to stop here and you want to make it all the way to Gilroy you're looking at like five
percent and I just threw the dice I'm like I trust Elon I trust Tesla I trust the engineers
I'll swan me let's just go and it sure enough it was right on the money five percent in Gilroy
and we stopped we needed burgers anyways we were hungry
Ben is kind of a high-strung guy he admitted is his words not mine right oh yeah we better
we better have you wrap it up and get some other but great great stuff good energy yeah absolutely
but anyways just to just to finish it off you know it it routed us perfectly and we stopped for dinner and I just put, you know, like you're saying, a 5% bump in it to get home so that I could charge for free.
Anyway, thanks for having me, guys.
I got to run anyway, so have a wonderful day.
I really appreciate you coming through and only in the world of Teslas is taking a trip with your missus and your ex a positive thing right yeah but uh omar man uh thanks for uh coming through
i see you're busy on the timeline as well and uh you had your own spaces uh it's always great to
have you pop in uh love to hear uh anything that's on your timeline. Of course, we are five minutes over.
However, luckily, we don't have a space right away after this.
So we can go in an extra few minutes, give everybody on the stage opportunity to have some thoughts, share some things before we wrap up.
But I'd love to pass it over to you.
And then also I see Devin had popped up, so we'll get to him afterwards.
Yeah, a lot of big things happening.
You know, today's the 10-year anniversary of the Tesla Model 3 reveal,
which is kind of crazy.
I can't believe it's been 10 years already.
And that product, I mean, completely changed the auto industry.
It made electric vehicles.
I mean, look at where we are today with the millions of electric vehicles made across the world.
Oil prices shooting up and people adopting EVs.
And that's really the car that started it all.
So pretty crazy that it's 10 years since the unveil.
that it's 10 years since the unveil and here we are 10 years later the next step is the cyber cab
And here we are 10 years later.
which is starting production in april which is tomorrow so that vehicle has no steering wheel
or pedals so yeah it's been a crazy last 10 years but i think the next 10 years are going to be even
crazier and uh we've got optimus at the Tesla Diner today.
I'm going to be checking that out.
We've also seen the Tesla Robotaxi network expand.
It can now go into downtown Austin without any driver or safety monitor.
So that's a significant expansion.
significant expansion previously was limited to the South Austin area.
Previously, it was limited to the South Austin area.
And yeah, people are, you know, most people don't really understand self driving.
And I think this is just such a golden opportunity with Tesla in the last few days trading at
350 with all of this volatility from the war and the oil price shocks. It's funny, the market's
going down because they're worried about these oil price shocks, but these oil price shocks are
actually accelerating UV adoption near term, right? So I think there's a really interesting
opportunity there. You know, Tesla often sort of corrects and presents these opportunities, whether you're
a bull or a bear, that volatility can be fun for both bulls and bears. But I think the discussion
around Tesla is so people really don't appreciate how significant it is to be able to have a fully driverless car like you're seeing in Austin running with just cameras.
We've got about 3,000 driverless cars, 3,000, 4,000 driverless cars in the United States today.
Being able to do this with pure vision is going to take us from 3,000 to 3 million.
to do this with Pure Vision is going to take us from 3,000 to 3 million. This is going to allow
us to mass produce driverless cars. And people don't get it. They're so confused. They're saying,
well, why is it taking so long? Why isn't it everywhere? And I just posted yesterday this
timeline of Waymo's deployment.
When Waymo first launched in Chandler, Arizona, it wasn't even Phoenix, it was Chandler, Arizona,
a pretty small area of Chandler,
which nothing is happening there that's difficult.
It's a very easy suburb to drive in.
And 18 months after they launched in 2017, they
had 400 early riders. Okay, 400 early riders. Then three years after the launch, they actually
opened up the service to the public. Tesla hasn't even had their robo taxi service on the road for one year. They've already
got two markets. They've deployed fully driverless vehicles. For Waymo, it took three years from
the start of the early rider program to launching fully driverless vehicles. Tesla was able to do
it about six months after they launched, which is crazy.
This quarter was the first quarter they started operating with no safety monitor in the car. They
had the cars driverless, but they had someone in the front seat at first. And I think people just
don't appreciate how difficult it is to have a car drive around to bet the lives of your passengers, your customers,
of other people on the technology.
There's really only one other company that's deployed driverless vehicles at scale, and
that's Waymo.
Cruise did it also, but they shut down after they ran someone over and lied about it.
So there's really only one company that's done it. And there's
nobody that's done it with just computer vision. And, you know, the negativity you hear from people
who are just so uninformed, saying that Tesla can't scale. I mean, it just, you just have to
laugh. Because they've got a technology that doesn't require pre-mapping,
doesn't require a custom car with all these sensors.
This is going to dramatically accelerate the adoption of self-driving.
And with the advancements in generative AI,
the advancements in being able to code faster,
manipulate data with generative AI, understand
what's in the clips, curate the clips, and you're betting that progress is just suddenly going to
stop here? That's a pretty bad bet in my opinion. So as usual for the past 10 years, Tesla is being
years, Tesla is being completely underestimated. Ten years ago when they unveiled the Model 3,
we heard, no way, you can't make an EV for $35,000 and make money.
Fast forward to today, you can get a Model 3 starting at $36,990, which inflation adjusted is way lower than $35,000. It's actually, I think,
below $30,000 in 2016. And now they're about to start production of a vehicle that's going to be
in the $25k to $30k range with no steering wheel and pedals. And they've been sustainably profitable for years now. So this company is just chronically underestimated.
And this next chapter with autonomy, with Optimus Gen 3,
which we just saw a sneak peek at,
it's going to be even more impactful
than what we've seen them do to the EV industry in the last 10 years.
So I'm feeling really bullish on Tesla.
I've never been more excited about their future.
But the negativity you see when you have a correction like this is just pretty funny.
I mean, fast forward a year ago, Tesla hit, I think, around $440 in December of 2024.
By January of 2025 Elon had entered the government.
There were all these attacks on Tesla, all this negativity.
People said, oh, people are never going to buy a Tesla again.
Europeans are never going to buy a Tesla again.
Well, guess what? The data we're seeing is showing this quarter
is going to have stronger European sales than any quarter in 2025. All it took was gas prices to go
up and people are lining up again. So Tim Walz got on stage and said, Tesla's 220 and dropping. That was the bottom. The stock fell 50%.
That was actually way more dramatic one year ago than the situation we're going through now.
People predicted it would be the end for Tesla. No one's ever going to buy a Tesla again.
Everybody hates Elon. By the end of the year, the stock was 480.
They had launched driverless robo-taxis.
And if you had been willing to invest at the bottom at 220,
when politicians were dancing on stage,
celebrating the stock declining 50%, well, then you probably did pretty well for yourself in 2025. So it's pretty simple. Buy
low, sell high. Sounds simple in theory, but nobody wants to actually buy when everybody's
pushing all this fear about, oh, they can't do it. They can't scale. Elon's a liar. But instead, people do the opposite. They buy at peak height, and then they
sell when it dips. But yeah, I think there's some big opportunities here with Tesla.
Definitely.
Yeah.
Yeah, definitely some interesting times, and there's opportunities. I love all the things that you brought out and the fact that people get their feelings when it comes to the whole political landslide and all that craziness that was happening there.
The whole landscape, I should say, not landslide.
And at the end of the day, you could not weather these storms if you weren't putting out a great product.
So I think that kind of speaks a lot to what they're building. Like sure, you might not necessarily like a founder of any company's
politics or personality for that matter. But if they're making a product that you absolutely love
and it makes your life better, you're going to look past it. But if it's just like an easily
replaceable product, like your bottle of water, right? You'll swap from Aquafina to Fiji or whatever it is if
things get crazy on one side, but it just shows the sticking power of what they're building. So
yeah, I really appreciate all of those things that you brought out there. And Devin, I know
you just popped up. It's the first time I'm coming across you, but love to hear your thoughts. We're
getting ready to wrap in a bit, but you are up here. I just say welcome to the stage and any questions, comments, concerns, thoughts,
whatever you would like to throw in here. Always a pleasure to meet you people.
Absolutely. It's just so cool to see so many like-minded people. I just had joined
spaces a little bit ago after creating this project for solar and all the fun stuff.
So just on behalf of everyone here who's driving the best vehicle ever, it's just absolutely loves it.
Like I'm glad I found a cool space community.
But yeah, I just wanted to pop in here and say utility companies pretty much made all of the solar and renewable energy.
Like especially if you're in Texas,
you'll notice you'll pay less, which is awesome. You know what I mean? Like who doesn't?
Power outages, you don't have to buy a generator, like it's all good. But it was really bothering me that these, it's like a $1.7 billion wholesale industry in Texas, where they're kind of just you know finessing people's
solar and renewable energy and then they just take those rates at like you know dirt sheet sense
and they go flip it and they make a killing and the other thing that didn't make sense is like
our infrastructure is terrible in Texas like anyone in Texas can attest like it's not you
know what I mean it's not that good and what I mean? It's not that good.
And so I was just letting people know here,
I was like big into sales.
I was a former district manager and all this stuff,
but I like kept getting people canceling
after I'd helped them, you know,
think about renewable energy.
Cause they just make it a big deal.
They were just kind of like what the last speaker was saying.
They were just all that uncertainty. You last speaker was saying. They were just
all that uncertainty. You know what I mean? There's not enough social proof. Just looking for ways
to overcomplicate energy. And so I was like, dude, how do you make people, you know what I mean? Like,
how do you just make this easier to say yes to? And I was thinking about when I first bought my
home, I almost backed out because, you know, I move a lot. Like I was just really scared.
And luckily, because of Airbnb, I was able to, like right now, I'm actually profiting.
You know what I mean? Because the guy kind of pays me even under the table even.
But if it wasn't for that app, I wouldn't have found him. You know what I mean? I'd be losing
money every month. So for me, that kind of made it easier to say yes to buying a home and then it kind of hit me and i was like wait a minute why
don't we have airbnb for solar and batteries right because like a lot of times these batteries are
actually idle like especially in texas yet um the demand for texas is the grid will pay anywhere
from five sometimes to ten dollars, you know what I mean,
per kilowatt. And then it kind of hit me all at once. And I was like, are you telling me us Tesla
owners now just figure out another way to monetize our already beautiful product where we can sell
electricity, you know what I mean, from our batteries to the grid during peak prices, right?
That's fantastic, Devin, isn't mean doing that in California doing that in Texas
this is the way
we stabilize
the grid
I just want to
keep an eye on
the time
for Taj
he's got a
little wrap up
going on here
but we love having
you in the space
we feel your energy
and like-minded
is a great
term for it
yes yes
well thank you
yeah
and hey
here's to you know what I mean?
Being on the best freaking product ever.
So I'll just keep it at that.
Yeah, definitely appreciate you popping.
And if you have not connected,
I highly recommend you follow Landon, Penny, Omar,
and the whole crew that's up here.
Not only are they fans of Tesla, they own Tesla,
they drive around, they go to physical meetups and meet people in real life.
But if you're into content, check out Omar's timeline and all the amazing things that he's putting out, spaces, et cetera.
And a great person to follow and just kind of track around as well as everybody on the space.
But, yeah, really appreciate that.
Spending the last hour with us.
We went through a whole bunch of topics.
A little bit over.
But, you know, it's been a great conversation.
And I really didn't want to cut it off.
But any, you know, Penny, it's been a while since I heard from you.
Any closing thoughts before we kind of head out of here or anyone else that other speakers has a closing thought that they really want to throw out?
Just throw up a hand really quick. But other than that, just give Penny the last word.
And then we kind of roll out of here. We'll be back next week.
Just check out the Wolf schedule. Always Spaces and everybody that's on stage,
follow them, check out what they're doing.
I highly recommend that.
Really appreciate you all.
Thanks, Taj.
I'll take one more minute to get everyone excited again
about Optimus.
I can't believe we're going to see a version three soon.
And I want to go back to what Ryan was talking about earlier,
being able to prompt a physical robot
like you currently are able to
prompt ChatGBT. Some of you have got your taxes done. Some of you have replaced lawyers. Think
of all the tasks that you've accomplished with AI up until this point. You know, everyone talks
about chores when they talk about robots. They're like, it's gonna clean my toilets or it's gonna
cook my food or it's gonna fold my laundry. But that's just the beginning. What happens when your house is clean, right? How about Optimus, build me a second
floor or Optimus, I want you to dig a pool in my backyard. Or, you know, there's like so many places
that you could take this things that Things that are cost prohibitive now
that if you buy a robot
and he's already done with the chores,
like you unlock a whole new life.
You change everything.
And that's where people disconnect
when Elon talks about a future of abundance
and they don't quite get it.
It's like these robots
are going to be able to build robots
and then the robots are going to do work and then they're going to be done with the work.
And there's going to be just unlimited things that you can use them for, unlimited ways that you can profit or prosper with this abundant labor in the future.
And it's so close right now.
We can taste it.
I think for some people, it still feels unbelievable, but I think for those of us that have watched the technology art closely over the past few decades, we know we're on the verge of a new future, a new world.
So excited to share that with all of you guys and awesome space again.
Appreciate every single one of you.
Of course, both you and Landon, Omar coming through, Josh, Trev, crew from Dallas Tesla Club, Smokey, Devin for popping up.
Everyone that's down in the audience, of course, I see Tesla hype and Mark and some others down there.
Just really, JC, appreciate every single one of you that spends his time with us.
We are here every single week.
Please set your notifications, reminders.
Check out the schedule for Wolf. The guys will be on later talking about stocks. They're live streaming right now, trading different things. But of course, everyone in the circle really are fans of Elon's products, whether it is Tesla, Starlink, SpaceX, XAI, all these things, these conversations kind of weave together. And one day, maybe they will be one company, but we shall see. Other than that, I just want to say thank you for spending the last hour with us.
This has been a recorded space. We will see you next week.
