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Phil Beisel

Phil Beisel

Oct 30, 2026

16:54
Is that just a financing arrangement? Is Tesla handling everything behind the scenes, charging and cleaning, maintenance? Or are those fleet managers, operators, owners taking on a portion of that labor themselves? they are then that allows tesla to effectively expand faster than they could do themselves well i
17:11
mean you you're putting your finger on like where is the scale limitation here what's what what holds them back you know my guess right now is just trying to get a lot of little pieces correct and i think that they're totally controlling the operations of i mean want to control the operations every last piece of this Just like, for example, that whole situation with expanding the geofence in Austin to include the area where the F1 race occurred.
17:41
This required some effort on their part to make sure that those cars would be able to line up effectively, just like we saw in Terry Black's parking lot.
17:56
I mean, I think the thing is what they've done with the software is fantastic.
17:59
What they've done with the autonomy side is fantastic.
18:01
They've set down the space layer.
18:03
They've opened this up for more parameters, for more decision points in the software within the stack.

42 MINS LATER

59:41
car this happened at 2 30 in the morning so i'd imagine obviously it was very potentially very dark hard for anybody to see whether or not it's a computer driving a car or a human the issue unfortunate

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