Tesla, Inc.

BYD doing massive business almost.

They're neck and neck with Tesla in Australia.

You see many Teslas in Italy.

Yeah, you see quite a few Tesla's actually.

I'd say probably they're the most popular, but now the European car makers are beginning to crawl back a little bit of market share.

A lot of Volkswagen's as well.

So I think you're in the right space to go get the tank now, get five to seven years out of it, and then the world will be a very different place and the car options will be very, very different then too.

Yeah, even in one year, you know, the things are changing so quickly.

BYD doing massive business almost.

They're neck and neck with Tesla in Australia.

You see many Teslas in Italy.

Yeah, you see quite a few Tesla's actually.

I'd say probably they're the most popular, but now the European car makers are beginning to crawl back a little bit of market share.

A lot of Volkswagen's as well.

So I think you're in the right space to go get the tank now, get five to seven years out of it, and then the world will be a very different place and the car options will be very, very different then too.

Yeah, even in one year, you know, the things are changing so quickly.

We'd much rather be killed by drunk people, which is what's happening today.

We have very clear evidence that a Tesla driving autonomously saves way more accidents and lives than a human being driving those same miles.

But people freak out.

That's the amygdala.

You know, I think AI is a wonderful thing.

And I, I, I always tell the guys, if I'm playing a video game, then I'm going to have my Tesla bot cheat for me and play my video game for me.

One day, kick their ass.

One day it'll be my, I'm going to hand the controller to my Tesla bot.

And he's going to kick your ass.

A little kid, a little shit.

So you can estimate it as being around four and a half miles per kilowatt hour.

If your vehicle, like Tesla, tends to do it on the basis of watt hours per mile, i.e. 330 watt hours per mile, that's the same calculation, but you move the decimal point.

333 watt hours per mile is the same as 33.3 kilowatt hours per 100 miles, so it's three miles per kilowatt hour.

250 watt hours per mile is the same as 25 kilowatt hours per 100 miles, so it's four miles per kilowatt hour.

We'll come back to inefficient driving in a moment.

But first, I want to talk about a slightly esoteric aspect of GOMs, which is static versus dynamic range calculation.

Some cars, and I count the Tesla range and the Polestar range amongst those, work their GOM number out slightly differently.

They work on what's known as a static range, although with a Polestar, you can actually swap it into dynamic.

Yeah, absolutely.

I mean, I would say, yeah, I mean, fucking built Tesla up to be massive, built SpaceX.

Like, what the fuck? Like, yeah, I think that's a good thing.

And remittances first.

But now everyone talks also about humanoid robots.

I mean, we saw one of Waymo's biggest competitor, Tesla, they're trying to go there.

But what do you think actually about the future of humanoid robot do you think there will be more generalist or maybe a more verticalized solution based design for a specific task meaning a humanoid robot that will be really good at doing the laundry like or maybe something that will be very good at doing something else that you need it how do you see this future and i know it's a bit philosophical but no of course

yeah you know My personal view, eventually we get to generalized solutions, just like Waymo started with vertical focus on robotaxis in certain cities, but you start to work towards a generalized driver where you can drive any vehicle and you can see that momentum kind of going in that direction.

You can't sell a $10,000 robot without having huge functionality, and $10,000 is pretty cheap for some of these systems, right? Where I think that you're going to start to see real use first is...

more verticalized solutions and probably in areas of kind of B2B and industrial applications where you're doing assembly, manufacturing, fulfillment.

And so the Tesla robots supporting manufacturing of cars and other things, I think actually it's the next lit wave of automation.

becoming the robot that goes into every home.

So it felt like, it was like if you bought a car, you owned the car.

Even that now, when you buy a Tesla, you don't actually own the Tesla.

You're buying, you can own the car, the hardware, but the software is what makes a Tesla a Tesla.

And you only have a license to use the software, and that license can be revoked.

My Ford F-150 has Blue Cruise.

But you can't buy everything at Costco and you also can't afford everything at Costco.

And then I got rid of my Amazon Prime membership because I was like, I don't want to support this bullshit, but I drive a Tesla.

You know, like...

I can't do it all.