Ep. 198 - We Robot Event Analyzed In Depth - Tailosive EV Podcast

Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:18):
Welcome back to the Taylor's some ev podcasts.

Speaker 2 (00:21):
And when I'm wrong, I'm wrong.

Speaker 1 (00:24):
So oh boy, you were wrong? Gets sir? Wow, give
you brandy before you say anything.

Speaker 2 (00:31):
I just guys, like we got anything to talk about.

Speaker 1 (00:33):
E V nine I was gonna say, R one t
is getting a new solar powered tunnel cover.

Speaker 2 (00:40):
Hey, there's there's that.

Speaker 3 (00:43):
Where's that? I didn't see that.

Speaker 1 (00:45):
You didn't see that. It's in your own discord.

Speaker 3 (00:49):
Stop calling it my discord. I've been.

Speaker 1 (00:53):
On.

Speaker 2 (00:54):
It was, Oh that's your discord, Drew. Yeah.

Speaker 3 (00:58):
Oh well, okay, well I'm sure.

Speaker 2 (01:04):
Good morning everybody. You guys see, uh, this is the
morning after a couple of hours ago. Wow, that's really nice.

Speaker 1 (01:15):
It doesn't get too much. It's six hundred and fifty
watts of clean energy. That's assuming per hour.

Speaker 4 (01:21):
That's not a lot of miles because it's a Rivian,
but six hundred and fifty watts is great.

Speaker 1 (01:27):
A last mile. It's also folding.

Speaker 3 (01:31):
Wow.

Speaker 2 (01:33):
Anyway, so a couple yeah, a couple of hours ago.
As if we're recording this bushy eyed and the sun
is beaming into somebody's eyes right now. It's early in
the morning. Poor jews got frog eyes right now. But
that is because he was up doing the lord's work
last night.

Speaker 3 (01:51):
So something there's something in the water.

Speaker 2 (01:55):
So we hours ago, not even twelve hours ago as
of this, technically not even ten hours ago because they
were late. We had a much anticipated Tesla event, and
I'm going to ask you guys right the right from
the get go, how do we gauge the we Robot

(02:15):
event to that of cyber truck. Where are we at
with that? Because that's we gauge everything by the cyber
Truck event in no particular order. Whe of you go
go ahead, how are we gauging it?

Speaker 1 (02:26):
So, as one that did not get to watch the
cyber Truck event live because this time how many years ago,
I was at a party and then got home afterward
and took a look. Wow, this was a lot more
exciting with a lot more interesting stuff going on in
a very short amount of time, in which I like

(02:48):
that a lot more than the previous vehicle announcement. Yeah,
compared to the previous product announcement being optimist and all
that and other vehicles that have our been released, but
with this one, I was pleasantly surprised with it. I
like the way that they introduced it. It wasn't a
whole lot of fluff with the history of as. Yeah,

(03:12):
it was pretty much I think twenty seven minutes of
them actually presenting and then for the rest of it,
I guess, giant chunk before waiting on Elon and also
medical emergencies apparently, and then twenty seven minutes I believe,
and then a whole junk of time afterward just showing
what's going on at the party. And I like that

(03:33):
because it made people feel like they were included in it,
while also showing off the products that they only spent
twenty seven minutes talking about.

Speaker 2 (03:42):
They only needed twenty seven minutes.

Speaker 4 (03:46):
What about you, Drew, Yeah, I think if your expectations
were in check, it was a pretty impressive event. But
if your expectations were to the moon a lot. I
see a lot of disappointment online. Like most Tesla events,
it's kind of split. There's a bunch of people that
are like, you didn't talk about the specs, you didn't

(04:08):
talk about this, I needed more information on this, and
I don't know. I've been watching Tesla for a while
now to the point where I feel like, uh, talking
about specs hasn't really done them many favors. No, I
kind of don't blame them for just being like, let's
not dive into specs, because all this is probably gonna
change anyway. So I think that's fine that it was

(04:31):
kind of light on specs.

Speaker 3 (04:32):
I think the.

Speaker 4 (04:34):
Main point was was that a hummer ad.

Speaker 1 (04:40):
I'm getting distracted by that. I want to hear your thoughts.

Speaker 2 (04:42):
True.

Speaker 1 (04:43):
I didn't listen. I'd listened to the pre livestream stuff
that you're doing, and then, like a sane person, I
went and ate dinner and then did the dishes. By
the time all that was done, the event still hadn't started.

Speaker 3 (04:58):
Yeah. No, the event was for reasonable reasons. Oh my god,
that so terrible.

Speaker 2 (05:06):
Good morning, good morning, good morning.

Speaker 4 (05:11):
It was justifiably late, although it would have been late anyway.

Speaker 2 (05:15):
Mostly this event is to die for.

Speaker 1 (05:19):
My gosh. Stop.

Speaker 4 (05:21):
He's okay, by the way, the guy. The guy's okay,
so we can make jokes. But it was a It
was an over hour long wait for a twenty minute
twenty minute presentation, which felt a little weird, but the
actual presentation part was quite exciting because, as you guys remember,
we were all debating on the last episode whether or
not there would actually be prototypes without steering wheel or pedals,

(05:45):
you know, no driver. And not only did we get
that there were twenty of them. I was thinking we'd
be lucky to get one, maybe three. Right, well there
was there was twenty cyber cabs and then thirty model
Wise that were running like early access software. Actually, I'm

(06:06):
glad we're doing the podcast because I can tell you
what my wife's thoughts were.

Speaker 3 (06:10):
Like, we're quite quite alarious. We kept looking at the video.

Speaker 4 (06:17):
Of the Model Wise driving by that were on the
special proprietary software with the driver, and she complained how
the screens on them were in light mode at like
full blast.

Speaker 3 (06:32):
She was like, turn that down. No one's gonna want
to get in that. The screen ist way too bright.

Speaker 4 (06:39):
She just notices all the things that the techie people
don't think about, but they're usually true. Like she doesn't
like the hubcap design. She was like, it feels like
a four year old drew a car. It was like, look,
i gotta drive my car, but the car will drive
me everywhere, and I'll make robots that served drinks to everybody,

(07:03):
like my party. When you don't have any friends, I'll
build my own friends.

Speaker 2 (07:09):
We had a little bit of huh Malcovich going on there.
It's like, I will tell you I have no friends,
no friends, that's Malcovich happening right there.

Speaker 3 (07:21):
I think the design is beautiful.

Speaker 1 (07:23):
Just for the record, it's very model y shaped, even
though it's pretty much the size of Model three from
what I can tell.

Speaker 4 (07:33):
Yeah, I wish they I wish more people had measuring
tapes there, that.

Speaker 1 (07:38):
There were people standing next to it that helped with
understanding the size of it. Typically around was it five nine.

Speaker 3 (07:46):
To this is similar to the R three.

Speaker 4 (07:52):
I'm sure it's a kind of vehicle that you really
probably can't get a feel for the size of until
you see it in person.

Speaker 3 (07:58):
I don't know how big it is.

Speaker 4 (07:59):
It it would have been nice to have some comparison,
like park it next to the Model Why.

Speaker 3 (08:05):
But I don't think they were doing that well.

Speaker 1 (08:08):
People were having to kind of not crouch but squat
to step into it.

Speaker 3 (08:14):
Yeah, which it's definitely low.

Speaker 1 (08:16):
At least gave me the mindset of Okay, it's a
lot smaller and shorter than something like a Model Why.

Speaker 4 (08:25):
Yeah, hopefully shorter than a Model three, but it's hard
to tell. Again, they don't have a lot of great
comparison shots on the website or with people.

Speaker 3 (08:35):
Getting in and out of it.

Speaker 4 (08:36):
You don't know how tall they are, so it's doesn't
give you a great but you can see the light
mode was on full blast, probably just to show that
there's no driver on the inside.

Speaker 3 (08:45):
But Louise did not like.

Speaker 4 (08:48):
That the doors open way too wide.

Speaker 3 (08:56):
She was like, we just opened normally.

Speaker 4 (09:00):
I don't know, most butterfly doors don't stick out as
diagonally as.

Speaker 3 (09:06):
Those, right.

Speaker 1 (09:08):
I think the mindset is that this thing isn't parking
in a parking spot, clearly pretty much with a like
grab the photo this one. They expect you to pretty
much drive up to a location on the street, park
along the side of the sidewalk and then get out

(09:29):
and the doors open up all gracefully and everything, and
it has enough breadth for people to get in out.
But yeah, uh, it's it's an interesting thought for or
I guess complex mechanism for making it open that way,
which is not something I expected.

Speaker 2 (09:51):
What do you guys think of the texture, the color,
the everything about the outer aesthetics. What are you guys'
thoughts on that?

Speaker 1 (10:02):
I love it very cyber inspired, which I like.

Speaker 4 (10:06):
I want to know more though, Yeah, exactly. I think
it's a good blend between the cyber aesthetic and the
S three x y lineup, like it's curvy but also
angular at the same time.

Speaker 3 (10:22):
So I I'd.

Speaker 4 (10:23):
Like just sell that with a steering wheel and pedals, please,
That's really all I'm asking for.

Speaker 1 (10:28):
True, it's not happening.

Speaker 4 (10:31):
Even if it was happening, I don't think they would
mention it. I don't think they would say anything because
it would osborne.

Speaker 1 (10:37):
So I don't think so. But Randy, I'm interested in
what you thought.

Speaker 2 (10:41):
One more one more before you ask me one more question?
Is it robo taxi? Is it robo taxi or Cybercabrandy
is gatekeeping?

Speaker 1 (10:51):
Uh, it's cybercab.

Speaker 4 (10:53):
The license plate on the pictures that they posted on
the website. If you zoom in on the images, I
should send them to you. Mike, Yeah, it's said it's
it says Robotaxi, but in the cyber truck font.

Speaker 3 (11:11):
So I really can't tell.

Speaker 4 (11:14):
But the website says, Uh, the website says Robotaxi. So
I don't I don't know what to believe. I guess
it's robotaxi.

Speaker 2 (11:28):
And how do you pronounce the raba van or whatever.

Speaker 1 (11:33):
The way that they pronounced it was. I wrote it
down robovin.

Speaker 2 (11:41):
There there's a there was a swing up.

Speaker 3 (11:45):
This is the My wife is not a fan of
the robe either.

Speaker 2 (11:52):
Man, this is awkward, she.

Speaker 4 (11:54):
Said, I don't I don't care if it drives itself.
I like to look out of where I'm going the
you're not looking where. This is not meant to be.

Speaker 1 (12:07):
I see everything, it sees everything, and you just sit there.

Speaker 3 (12:11):
Yeah, I get it.

Speaker 1 (12:14):
She's not comfortable with that.

Speaker 4 (12:16):
She doesn't like that. It'd be like a train with
no windows. Would you like that train?

Speaker 1 (12:21):
Yeah? But okay, I suppose so mhm, or suppose not.

Speaker 2 (12:27):
My my clausterphobia, I might flare up if I can't
look outside.

Speaker 4 (12:32):
Oh I gotta look at a strangers in the van.

Speaker 2 (12:36):
We're all breathing in the same fart air. I'm like, no,
thank you.

Speaker 4 (12:39):
She also complained here, I should also right here, I
should bring up my I've got a bunch of screenshots
from the website. If you zoom way in there, it
says robotaxi. But in the Franz spray paint font.

Speaker 2 (12:58):
Yeah, you think they made it look gold on purpose
because they want to tease other options.

Speaker 4 (13:07):
We don't know why they went with gold, but it
is definitely surprised that looks. Yeah, I think on the
website it's more gold, and then in person it looked
more silver.

Speaker 2 (13:19):
I mean for this particular promo shot, it's it's because
it's in a warm hued room.

Speaker 3 (13:26):
So but there's there's promotion here.

Speaker 4 (13:28):
I'll show you there's promo shots that were not in
that warm environment that we're still gold.

Speaker 1 (13:34):
Oh, it probably added a warm huge all.

Speaker 2 (13:40):
Right, if anyone's on YouTube, because I'll check the comments
on YouTube. Pull up that photo again. Were uh the
one one of the ones you just showed where it's
not in the room and it's still gold. Okay, anybody
on YouTube right now? I need you, guys to help
me out reach into your inner nerd. Which Pokemon game
Boy Kartree does this remind you of? Because I'm not remembering.

(14:03):
Is this Pokemon gold and silver? Is this something else?
I need somebody. I look at this in the media
like this reminds me of Pokemon for some reason. Somebody
on YouTube, please help me out and give me a
time stamp when I read the comments. I remember what
we're talking about. Thank you, love you, bye.

Speaker 3 (14:19):
Okay.

Speaker 4 (14:20):
Last last relay from Louise is that the size of
the robo van in these pictures is not consistent. In
some pictures it's bigger than others.

Speaker 1 (14:31):
You're talking about the giant toaster box.

Speaker 3 (14:36):
Yeah, I'm sorry. She complained how photoshop this looked.

Speaker 1 (14:42):
Oh, it's it's as good as the thing that I
sent you last night with the.

Speaker 4 (14:47):
Oh those were one. Let me find get those cued up.
I don't I don't want to open my messages. It
reminds me of Meet the Robinsons. I don't know why
this lady's a ghost. They are together, but in certain

(15:08):
images it is definitely shorter than others.

Speaker 1 (15:12):
Mm hmm.

Speaker 4 (15:14):
Is this one you could see at the event there
it was about just tall enough for a person to
stand inside of. But then in one of these.

Speaker 2 (15:23):
Which means I have a lot of headroom.

Speaker 1 (15:26):
Is this supposed to be their service van?

Speaker 3 (15:31):
I guess that's.

Speaker 4 (15:33):
That's part of the reason I'm concerned, is that this
is a design that you really, yeah, really put your
kids in it. Uh. Yeah, the kids are gonna be
unsupervised children side, they're gonna attack each other AnyWho. There's

(16:00):
the angle they had, yeah, where there's someone like standing
inside it behind a bar.

Speaker 1 (16:08):
Oh, using it like a what's it called the service
trucks or the food trucks that's up.

Speaker 4 (16:15):
They're yeah, but like this person is either really really
small or just zoomed way away somehow, Like I don't
know how they fit way up there.

Speaker 3 (16:26):
There's a guy standing here that one must be larger.

Speaker 4 (16:31):
But I guess my concern with the Rubavin is that,
unlike the cyber cab, this cannot be easily converted into
a manually driven vehicle. And forgive me for being skeptical
of Tesla's software timelines, but I feel like this thing

(16:52):
you could easily be like, Okay, the software is not
ready yet, let's slap on a steering wheel and pedals
and a couple of mirrors and boom, now it's ready
to be sold. Sure, it's maybe not as practical as
a Model Wire three, but it should be much cheaper,
you know, body colored roof and simpler design and steer
by wire and everything. I love the storage space in

(17:14):
the back, and I'm like, yeah, I could see this
being an actual car with steering wheel and pedals that
they could sell if they needed a backup plan. Look
at how much storage there is in the back, like
pretty practical.

Speaker 1 (17:33):
You think they could be a third seat back there
as well, facing the opposite way.

Speaker 4 (17:38):
You probably could. Yeah, you can do a jump seat.
You don't see it, just use your phone. It's fine.
What's the big deal. You don't need to see out
of anything. But yeah, with the Robavin, it's like, no,
if you don't have autonomy figured out, you aren't driving

(17:58):
that thing. It's done.

Speaker 3 (18:03):
Yeah, So.

Speaker 1 (18:05):
Okay, I got my version of it up right now.
By the way, let's see.

Speaker 3 (18:10):
Let's see, Mike, like you might be onto something.

Speaker 1 (18:20):
We got the vacuum that's beautiful. Or we got the
iron for we got the Oxford shoe.

Speaker 3 (18:32):
Oh my god.

Speaker 4 (18:34):
Remember how they said they were going to uh make
a quad runner with the cyber truck mm hmm, and
that never happened, but we did get a smaller one
for kids.

Speaker 1 (18:47):
I'm still waiting for a quad.

Speaker 4 (18:49):
So there's a decent chance we'll never get the Robin.
But Tesla will sell accessories that look like.

Speaker 3 (18:56):
Too.

Speaker 1 (18:56):
I think a lot more likely to come out Bobin's vacuum.

Speaker 3 (19:04):
I think you're right too.

Speaker 4 (19:05):
I think they'll make a bunch of Liken accessories that
they'll sell for you know, four hundred profit margin, and
they'll sell out in ten minutes, and all the Tesla
bowls will be like, I'm buying one, I'm buying one.
Did you get your robo beer? It's like what, I

(19:28):
don't know that. You know how they sell a bunch
of cyber themed accessories before the cyber truck come out.
It'll be just like that for the Ron and all
these things you're showing. There'll be a little RC version
of it that you can drive it around. It looks
like the truck from or the toaster from Star Wars
all that stuff.

Speaker 1 (19:48):
It is very as It's funny because we're talking the
last podcast. Not to delay your response.

Speaker 3 (19:56):
He likes it. He wants to build a hype.

Speaker 1 (19:59):
He wants to slam this into the ground.

Speaker 2 (20:01):
We don't need to draw attention to it.

Speaker 1 (20:03):
It's just he's waiting to rest as high as posible.

Speaker 2 (20:05):
I just go with the conversation.

Speaker 1 (20:12):
Anyways, what was that idiot? Oh my goodness. So right
now Drew is showing off the comparisons, and they're very
seeing comparisons with it looks to be total recall.

Speaker 3 (20:34):
No, this is all eye robot.

Speaker 1 (20:35):
It's all robot, really, Okay, they just stole from my robot.

Speaker 3 (20:42):
They called the robot to be fake, so.

Speaker 1 (20:45):
They just it's Tessel's version of it. I was very
surprised that they went with something that was very similar
to what Zeukes is going for with their vehicle, where
we were talking about and saying, oh, look at what
they're doing in Vegas where they're able to fit people
like in a toaster box, and then they show off

(21:07):
this robobin or a robovan or wherever, and it's very
similar in terms of the idea of their seats just
facing each other, a whole gallery on the front and
the whole gallery on the back, which seems a little
bit cramped. I don't think I would want to fit
fifteen to twenty people in there. That seems a little
bit crazy.

Speaker 3 (21:25):
Get that, by the way, I don't want to look
at other people.

Speaker 1 (21:28):
Yeah, and then also I don't want to smell their
breaths or farts.

Speaker 3 (21:34):
Just start the culture.

Speaker 1 (21:35):
It's so low to the ground as well, which yes,
this picture specifically annoys me because it looks like they're
on a mountaintop. Of the middle of nowhere. How the
heck did this thing get up there?

Speaker 3 (21:44):
Exactly? That's exactly what I was thinking.

Speaker 1 (21:47):
I guess there's a table there, which makes me think
it's somewhat cared for there, so there's probably a road
up to it. But like you're going to take this
giant van, it looks like one person in their dog's
one person they're dog going all the way out here
with their giant robe. Makes no sense. No, this is
just them trying to show off. Hey, here's some ideas
that we have. And the same thing happened with the

(22:08):
cyber truck, right, here's an idea for camping, here's an
idea for off roading it here, off roading it that,
all that stuff. Yeah, it's all dreams, in which that's
I think what I'm trying to get at is that
these are a lot of interesting ideas. I'm waiting to
see what happens, because the only place I see this
thing roving around is in like the middle of Austin

(22:32):
or San Francisco or Phoenix or something like that.

Speaker 3 (22:36):
Also, just where's the company.

Speaker 1 (22:38):
There's no climate control here either, Like the robo van
is gonna have to predict what a comfortable temperature is
based on the ambient temperature, and you don't get to
control it, which is.

Speaker 3 (22:50):
A little bit more I'm a fan of private transport.

Speaker 1 (22:56):
Right where at least with the was it the cyber cab,
I'm a little bit more of a fan of because
it's a little bit more personal. But I think there's
a lot of short falls which I want to get
into after. I want to hear from Randy and his
thoughts on this event. You keep dragging twenty two minutes. Randy,
we're talking two minutes into this. What did you think
of the event?

Speaker 2 (23:16):
Nobody cares about my thoughts. We don't have to answer
it right now. Just let the conversation flow. We'll get
to it when we get to it. What else are
you gonna bring up, Mike?

Speaker 3 (23:24):
We know because when Randy starts, he won't stop.

Speaker 1 (23:27):
So I think it just doesn't want to comment on it.
But here's something that since he is deflecting, it doesn't
want to talk. Here's some things that we got right.
The fact that in the last podcast we predicted, or
at least I predicted that it's just it's on. It's
being held on our brothers a lot, so it's likely
that they're just going to drive the taxis around it,

(23:48):
and that's what we got. We got cars just driving
around this lot as if it was a city, which
I enjoyed. What we were wrong about was the fact
that the cybercabs or robotaxis didn't have steering wheels where nope,
that's the toaster. They didn't have steering wheels except for

(24:10):
the model threason whyse in which those aren't really the
product that they're trying to show off. That's more of
an accessity to the idea, which I'm pleasantly surprised by.
And Drew, you were right or yeah, you were right.
They had no steering wheel, and I'm very I'm very impressed,
even though in some of those shots near the end

(24:31):
of the live stream it looked like they were clustering
a little bit more and more. It went from nice
even orderly lines to nice evenly tandem no vehicle behind
vehicle behind vehicle lines, to the vehicles very staggered trying
to get around each other but not knowing what to
do near the end, which made me think that there's

(24:52):
a little bit too much discourse occurring on the Warner
Brothers course that they drive to where the vehicles are
just trying to figure out what to do. Well, it's
only a show. It's like a one or two lane road,
but actually it's a very wide road. But even so,
if they're just taking up the whole road, it's a
bit Give us a.

Speaker 3 (25:12):
Four lane road and we'll treat it like a two
lane road. Yeah in case.

Speaker 1 (25:17):
But yeah, so we got that right slash wrong along
with that I wanted to find but I guess have
we even talked about the specs for the little mass
What are there the alleged price of the thing?

Speaker 4 (25:33):
Yeah, I don't I don't buy that at all. All
he said was under thirty thousand, which is very vague.

Speaker 1 (25:40):
I believe you said around thirty thousand.

Speaker 3 (25:42):
But yeah, and there is.

Speaker 4 (25:45):
Like regulatory a spaghetti before they're able to sell these
two individuals. It's one thing to get them legal, period,
it'd be a whole nother You know, way MO doesn't
sell you a weay moo that there's a whole different
line of regulations and laws that would have to pass.
I mean, there's many states where Tesla can't sell directly

(26:06):
to consumers a regular car. So the idea of Tesla
selling a vehicle without mirrors is already not legal. Now
add into that a vehicle without steering wheel or pedals
is like, I I just I don't think they're gonna
sell it without steering wheel or pedals in the near future. Like,

(26:28):
I think that could be decades, maybe never, depending on
how hard the software is, regulatory approval is.

Speaker 3 (26:38):
But yeah, the specs would have been nice. I mean they.

Speaker 4 (26:43):
Elon stupidly skimmed over the inductive charging part of the PowerPoint.
I don't know if you.

Speaker 3 (26:48):
Saw that, but there was. There was a video showing
how it worked, and it showed the kilowatts accounting and
he clicked through it. No one could see it that
everyone was cheering in the crowd, and I was like,
got to that, what does it say? I can't see it. Uh.

Speaker 1 (27:07):
That was a part of the presentation that was a
little bit surprised by the fact that there is no port.
But then along with that the bad idea I don't
think I can I'm scrubbing through. But pretty much they
had the return of the snake charger, but instead of charging,

(27:28):
it's now cleaning.

Speaker 4 (27:30):
Yeah, the snake cleaner. That was That was my wife's
favorite part. The only robot she wanted from the whole
event was the automatic vacuum machine.

Speaker 1 (27:42):
There we go.

Speaker 3 (27:43):
There it is, and it even picked up the empty
water bottles. I don't know if you saw that.

Speaker 1 (27:50):
Also changed the nozzle as well for cleaning underneath the
seats and then also cleaning the screen.

Speaker 4 (27:57):
They're not going to clean vomit very well at any
kind of dry debris.

Speaker 1 (28:03):
Yeah, which is what I also noticed with it is
that it had solution for someone spilled cheerios on the ground,
but didn't have which this isn't really for kids, I
guess either because you can't really put a kid in
the front seat.

Speaker 3 (28:21):
Why not.

Speaker 1 (28:23):
There's safety regulations for that, Drew.

Speaker 4 (28:27):
Yeah, but we're gonna they can't legally ship this now,
so they're gonna have to change all kinds of things
by the time it comes out, So.

Speaker 1 (28:38):
Right it.

Speaker 3 (28:40):
What are the kids for the robo bus or what
you put them.

Speaker 1 (28:45):
On the robo van?

Speaker 4 (28:48):
I mean, I guess it depends on your definition of kid.
I was thinking kids that wouldn't be in car seats.

Speaker 2 (28:54):
Okay, Yeah, the loss today you have to be like
a certain height and weight. So basically, when you're fourteen
and you no longer have to be in a car seat.

Speaker 3 (29:02):
Yeah, anyone younger than me as a kid.

Speaker 2 (29:04):
But Andrew's still in a car seat.

Speaker 1 (29:09):
You guys just don't see. He takes that right before
the video starts.

Speaker 3 (29:12):
Mike, how do you feel about no charge port? I
want to talk more about that.

Speaker 1 (29:18):
So at first I've flip flopped three times, or maybe
two times. At first I thought, this is a really
silly idea. How are people going to charge this thing?
Are we going to have to install just row attacks
the only inductive chargers for the thing, or something else?
And I was thinking if people own these things, do

(29:39):
they have to buy an inductive charger and then somehow
put it in their garage or outside their garage. And
then I thought, well, actually it's not a bad idea
because then you're not clogging up the superchargers. So it's
its own dedicated thing that will have its own dedicated system.
But then I just flop back to that's going to
be a lot of inductive supercharger that or I guess inductive.

(30:01):
It's not even super chargers. I don't know what they
want to call it.

Speaker 4 (30:04):
Just inductive to the speed. But click too many power
point slides.

Speaker 1 (30:11):
We don't know speed. We don't know even the location
of the inductive charger, whether it's on a front or back.
From what I can tell, you think it's on the back.

Speaker 4 (30:21):
On In the video before the stupid event speaker whoever
his name was, I don't remember, he skipped through too fast.
You could see it backing up over a charge pad.
I'll try to find it, Okay, pull it up here.

Speaker 1 (30:37):
One thing I did find that was actually a little
bit funny to tangent off a little bit was the
fact that we joked that they're going to be throwing
steel balls at this event. Yes, and they actually did
one better. They let people slam a sledgehammer against the
cyber truck as like a thing you can do here

(30:58):
in the Warner Brothers a lot.

Speaker 4 (31:01):
I bet that pink on the hammer is made of
floam or something. Remember is that too old?

Speaker 3 (31:12):
Was great?

Speaker 1 (31:13):
It's like the one of the little beads?

Speaker 4 (31:14):
Right?

Speaker 3 (31:15):
Yeah?

Speaker 1 (31:16):
Yeah?

Speaker 2 (31:16):
Does anybody remember flubber or is that tool that.

Speaker 1 (31:20):
Wasn't a product?

Speaker 3 (31:20):
But yeah, I just watched flubber. Actually really okay, But.

Speaker 1 (31:26):
Yeah, I would say in summary, Randy and I were
maybe a bit too harsh on our predictions from last podcast,
which is fine because that set us up for being
pleasantly surprised for this one, and it was I would
say something special even though it was only twenty minutes.
And there's still a lot of unanswered questions, and yes,

(31:48):
oh boy, if you want to own a couple of these,
like where do they park, where do they charge? What
do you do with them? And like there's way too
many questions to answer in regards to what is going
with this product.

Speaker 3 (32:00):
So I'd look in the top top left corner here.

Speaker 1 (32:05):
Oh guy, actually right here. Oh well, I've somehow captured
it without paying attention.

Speaker 4 (32:12):
You can see it backing over the two seconds and
then it says energy added charged thirty five percent, and
then something here twenty five something I don't know, and
before he can it says energy added before they could
cut to the screen, they cut back to him, and
then by the time they show the screen, it's already

(32:33):
on the cleaning plot.

Speaker 3 (32:34):
So great job, Tesla, good job, jeez. So it's probably
on the back.

Speaker 4 (32:42):
But I just think the the fact that we just
got the entire industry to move to NAX only.

Speaker 3 (32:55):
It is like, is the EU okay with that? Are
they gonna.

Speaker 1 (33:01):
Allow, when's this thing you've been coming to the EU?

Speaker 4 (33:03):
Right? We were all worried about a portless iPhone. Yeah,
there's a portless car.

Speaker 1 (33:11):
You were saying before. A portless aftera could probably work
for you.

Speaker 3 (33:17):
Not anymore, but for some people probably No.

Speaker 4 (33:21):
I drive too much now, like with all my road
trips to the Bay, would I would need a way
to quickly recharge so it doesn't hurt anything to have.
I guess that's why I'm confused. It's not a very
complicated part of the design unless again would have liked
to know more details on this, at least from the
manufacturing side. If their mindset is we don't need DC

(33:44):
charging period and we're purely relying on slow inductive charging,
and that saves on battery management costs because it means
the battery is never gonna get that hot, and that
means it's also not a road tripper.

Speaker 3 (33:58):
So whatever the range of this.

Speaker 4 (33:59):
Thing is as far as it goes, and then it's
got to stop and take hours probably to recharge, or
maybe one hour, depending on how fast inductive charging is. Again,
would have liked to know some specs on the inductive
side of things. But I thought for a while maybe
their mindset is it'll be faster if we just build
out some inductive charging stations that are just for the taxis,

(34:23):
and when the robotaxi gets low, it parks starts charging.
You get out, get into a fully charged taxi, and
then keep going. If you don't have a lot of cargo,
I could see that working, but usually when people road trip,
they're packing some luggage or they're packed, Like for me,
when I'm driving to Tellow and pack, I've got some equipment.

(34:43):
I would hate it if I had to move all
the equipment every time the robo cab.

Speaker 3 (34:49):
God, I hate it that.

Speaker 4 (34:51):
Every time the cyber cab got low, I had to
move all of my tripods cyber taxi. How many different
can we think of? I was surprised how big the
screen was.

Speaker 2 (35:04):
Mm hmm.

Speaker 3 (35:05):
It's massive.

Speaker 2 (35:11):
That's narcissistic of this vehicle. It has a you put
up the screen. It's a photo, a still of itself.

Speaker 1 (35:18):
Narcissist, your own.

Speaker 2 (35:21):
Car, Mine's lying, min mine cross dresses.

Speaker 4 (35:28):
I like the UI though there's no window switches either
in this thing. No, it's in the I'll show you
it's in the screen. No, it's that's actually what aftera does.
But so don't get too upset, otherwise I'll be mad.

Speaker 3 (35:44):
Let me.

Speaker 4 (35:46):
Find Yeah, they put the window switches in the center.
Someone kept telling me on my comments that it's a
bench seat, that it's a three seater, and.

Speaker 3 (35:55):
I'm like, I don't want to sit on that. It's
it's got to.

Speaker 2 (36:04):
Randy, don't just just to fill alive.

Speaker 1 (36:09):
I'm assuming that this is like a trigger situation for
getting out. There's like a little door opening trigger behind
this handle here, or maybe I didn't.

Speaker 3 (36:19):
No, I think you literally just when it arrives, it
opens and that's it.

Speaker 1 (36:23):
So you're locked in. And yeah, the emergency situation that
there's an accident on the road or you just want
to get out and you're stuck at a stop light.

Speaker 3 (36:33):
I'm sure they could put something on the screen, but yeah.

Speaker 1 (36:36):
At least in like a yellow cab or an uber.
It's like, I want to get out, I want to
get on there. Oh okay, I guess see you bye.

Speaker 3 (36:43):
Or yeah, you could hit like cancel and then it'll
pull over and.

Speaker 1 (36:46):
Oh, so it's all on the screen. Wappens when the
screen does the same thing as Randy's.

Speaker 3 (36:50):
Car uh on the phone.

Speaker 4 (36:55):
The the phone app will say, like a bort.

Speaker 1 (37:01):
Red button.

Speaker 2 (37:03):
But what if you live in a red state? Stop?

Speaker 4 (37:09):
Well, according to Elon, all the states will be I'll
hand it to Elon as much crap as I gave.

Speaker 2 (37:16):
Him, not as Trump talk last night. I was waiting, good,
I have gen ready to take a shot. Every time
he said, you know something political?

Speaker 4 (37:27):
He was actually aside from the powerpoints in agans, he
was fairly put together. He didn't stumble too much.

Speaker 1 (37:34):
No, it was mainly.

Speaker 3 (37:37):
Right.

Speaker 1 (37:38):
It was mainly the audience that was derailing him.

Speaker 2 (37:40):
I think near the I love you, I love you too,
I love you too.

Speaker 3 (37:46):
For a Tesla event, it was fairly well put together.

Speaker 2 (37:49):
Not as much jumping in the arms like this as
I was expecting.

Speaker 3 (37:53):
Yeah, yeah, No.

Speaker 4 (37:58):
As far as the Tesla event goes, I would say,
especially for the people that got to attend, seemed like
an amazing event, ten out of ten. But as far
as forward looking statements, you know, the whole event started
with that giant disclaimer. It's like a giant wall of
print that says.

Speaker 2 (38:16):
You can't sue us.

Speaker 3 (38:17):
You can't.

Speaker 4 (38:20):
Like, I ain't buying any stock even if it was
half the price it is now I ain't buying any
Tesla stock because of this event. Like I am highly
skeptical of anything really coming to fruition. My biggest excitement
and hype is the concept of maybe that car getting
a steering wheel and pedals.

Speaker 3 (38:39):
That's that's what has me the most interested.

Speaker 2 (38:42):
All right, I am ready to tell you what has
me interested in uninterested.

Speaker 1 (38:47):
Thirty eight minutes and.

Speaker 3 (38:50):
Still better time than.

Speaker 2 (38:53):
Yep. I was trying to go for an elon time
you record here, but no so as a recording this
when we got started. Oh, actually doing it right now,
I have it up. The stock is down eight percent.

Speaker 3 (39:07):
I should have told not surprised.

Speaker 2 (39:10):
No, I was not gonna sell. Yeah, no, every event
it drops, that's because you got short sellers and the
stock will bounce back as it always does. I took
a mental note of everything you guys were talking about,
even with my own questions, So if I forget something,
remind me or bring it to my attention. But starting

(39:32):
with on the scale, I first asked you guys about
how does this compare to a cyber truck event, because
that is our standard. There the staple, and out of
all the events, this is probably the second best event
I've ever seen from Tesla. I would say, however, I'm

(39:54):
only talking about the event one because my expectations were
low too. Glad I was wrong, Like I whenever I
come out cynical about any of this, and even when
I do with when we talk about on the tech podcast,
it's I want to be proven wrong. Give me a
reason to prove me wrong, you know, Like I I've

(40:16):
seen enough to have my stance where I was like, well, no,
I feel pretty good in my my answer here. But
if you by all means if you if you even
remotely over deliver. But oh that was good. But I
could say, like objectively my own stance. Aside from what
the predictions were going into this, I think it was
a really good event. It was short, it was concise,

(40:38):
it was very clean for a Tesla event, not really
derailing anything. And they introduced products, they had a one
more thing, and they were very future focused.

Speaker 4 (40:50):
Nothing shattered so they had to take the stream down
after the fact.

Speaker 2 (40:56):
Amazing so and they had great demos overall. They did
great demos with with having people get in and also
interact with the with the robots, which was you know,
kind of awkward, but it you know, it was. It
was a great for for for showmanship, good showmanship.

Speaker 1 (41:18):
They were very responsive, which I was very surprised by
with a lot of the robots to like, there's one
clip of someone in a shating rock paper scissors and
it immediately started doing rock paper scissors. It's somehow recognized.

Speaker 3 (41:33):
Do you know they were controlled by people?

Speaker 1 (41:36):
No?

Speaker 4 (41:38):
Were they they're remotely controlled.

Speaker 1 (41:44):
Then why don't they let people touch them? I guess
because they just didn't want people touching the bots or.

Speaker 4 (41:49):
Is there probably like two million apiece I don't know, Like,
I don't know what they caused. But people were saying
that they're talking and there's someone like in a computer
that's watching the camera feed and moving the hands and stuff.
But it's just meant to be a proof of concept
type deal.

Speaker 2 (42:06):
This whole event was a proof of concept.

Speaker 5 (42:09):
Yeah, I'm still unfortunately still very cynical after the fact
with everything.

Speaker 2 (42:24):
I asked you guys another, Oh, is it a robo
taxi or cybercab or a cyber taxi robo cab? Is
it rebovin robo?

Speaker 1 (42:35):
Like?

Speaker 2 (42:36):
I think these guys are what they call it. I
think they're binary. I think they're really they them's. It's interchangeable.
The names. Call it whatever you want. You're right, you know,
be be uh consistent with your inconsistency on what we're
supposed to call this thing, because I think it's going
to change either way. I like I like the overall
like aesthetic of it. I think, if anything, we got

(42:57):
a glimpse of what is the what the cheaper models
could eventually become over anything, getting an idea and it
won't look anything like this. But one thing I do,
one thing I do. Get behind. I'm like, okay, I
can see this happening. Is the headbeam the cyber truck
straight beam across. I can definitely see that happening. Not

(43:20):
the suicide doors or the wing doors or anything that
opens up like that. I don't see that sticking around
to production model for the most that that people can buy.
I just don't see that being a being a thing.

Speaker 3 (43:32):
But I love how it just cut to we still
have a long way to go. Was like, yeah, you do.

Speaker 2 (43:44):
The van. You know, I'm a dad. We're parents around
these neck of the woods here. We love a good
van around here. We love sliding doors. If anything, the
van was the only thing that really interests my wife.
She's like, I like to see what I would like
to see what comes of that interesting. It's the only
one that's remotely interesting, is like, what will come of

(44:07):
the van? That's the only thing that caught her attention.
What will happen with this?

Speaker 1 (44:11):
She's a big fan of Vans, I felt.

Speaker 2 (44:13):
She's a fan of She likes sliding doors and so
if it's not the Falcon wings from the Moto X,
sliding doors just make practical sense for having the open
the most accessible amount of rooms to get in and
out or putting things in and out.

Speaker 3 (44:33):
So I like the van, I like Vans, I just
don't like that man.

Speaker 2 (44:39):
I say. She is interested to see what comes of
it because she's been burned since since the bus, the
Volkswagen bus. She knows, like, whatever you see, what's it
really going to look like this? He says it's going
to look like this. He made it a point to
say it's going to look just like this. You know,
he made it a point to say what you see
is what you get, And so far his track record's

(45:02):
pretty good about that. You know, it's not a proof
of concept where it's going to be radically doesign Redesigned
so I believe that it's going to look something like that,
But what what utility it offers? Because we can buy
this van, this is something else we'll be able to buy.

Speaker 1 (45:19):
I don't think they confirmed that, did they? I've confirmed,
at least for the cybercab, that you could they just
this thing.

Speaker 2 (45:28):
He he made mention of, I don't know. Well, there
you go, even more reason why I'm like, I'm more
skeptical outside of proof of concepts.

Speaker 4 (45:36):
But I think showed like people camping with it right
said for personal use, So I assume they would let
you buy it. But again that's assuming so many regulatory
things change.

Speaker 2 (45:47):
The big wheels on the back of the model too,
as I'm still going to call it the big wheels
will be uh if you notice, as you going, yeah,
it's gonna be the model too. We're kind of the
model too. So as Drew was talking about, inductive charging

(46:07):
is in the back. So because the doctor inductive charging
in the back, that's why it's shaped the way it is,
with the bigger wheels in the back, all the charging
and everything happens. You think it's that, Yes, absolutely, yeah,
I do. I'm as confident about that as I am
about there being a steering wheel and pedals in the car,

(46:28):
but yeah, I do, like, to me, it makes sense.
It backed up and it's kind of stopped right there.
Inductive charging of it all, Like to me, that makes
the most practical sense.

Speaker 4 (46:37):
And yeah, I was like, that's so absurd. Let me
tell you why you're wrong. And then nothing came up
in my brain as to why you couldn't be wrong
because I'm right, because I'm like, yeah, I guess the
axle would be low if it was the same size
as the front wheels, and then there wouldn't be.

Speaker 1 (46:53):
Assuming there is an axle. Is this trime motor, dual motor,
single motor? What is this thing?

Speaker 2 (47:00):
I assume it's a single I like the idea of
inducting charging, by the way, because you if if this
is the future that they want to push, then yeah,
you're it's gonna run off and do it so it
will drop you off, go do its thing, and then
it's just charging the whole time, and then you get quick, quicker, uh.

Speaker 3 (47:22):
Turn, But we don't need lots anymore.

Speaker 2 (47:25):
You gonna turn the parking lots and the charging play
everywhere are charging lots now.

Speaker 3 (47:32):
Except it takes an hour to charge.

Speaker 2 (47:33):
So your park so you're so you're parked at the
charging lot. It's for continuity. We're gonna call a parking
lot for charging, it's just called charging.

Speaker 3 (47:43):
They'll be they'll charge underground. The boring company.

Speaker 1 (47:45):
Well, that makes a lot more sense.

Speaker 2 (47:49):
Well, the idea of inductive charging as an alternative I like,
but I do not like, which I do not believe
to be between you and you and me because no
one has to pay paying attention. I think there's still
going to be a charging port. I think it has
to be. I think there's going to be some manual
override of sorts.

Speaker 4 (48:06):
But I think if they sell it to customers, yeah,
I agree, I not not if they're doing some like
way most style.

Speaker 3 (48:15):
It's here in this city there's only twenty available.

Speaker 2 (48:18):
I think eventually will get to that. But I even
think a first genet's going to have a charging port.
I think the ramp up for it this whole like
under thirty thousand thing that Elon said, once it's ramped
up like that, like once everything is stabilized, not in
the coming years, And he says twenty like before twenty
twenty six.

Speaker 4 (48:38):
It's the they got to do the Foundation series. No
do they come with FSD imagine one.

Speaker 3 (48:51):
So that's why they're pricing it in.

Speaker 4 (48:53):
It's a twenty two thousand dollars car with eight thousand
FSD mandate.

Speaker 1 (48:58):
I'll let you finish, Randy. But I've got a lot
more skepticism towards this thing as well.

Speaker 2 (49:03):
I I don't think this is I think this is
going to be the most redesigned concept We're going to see,
like those hub caps are going to change. Oh speaking
of real quick side note, this week, my hub cap
just flew off for no reason. Somebody, somebody had to

(49:25):
drive up. My wife took my car, but somebody had
to drive up to my wife and say, hey, your
thing fell off, and so she had to try and
go find it was just married. My thing fell off,
my ring, My ring fell off. Your thing fell off,
my ring? Don't think you I'm married? Yeah, so hubcap
fell off. So that's the thing. I don't think that's
gonna I don't think the final version is gonna look

(49:46):
like that. And I'm the reason why I'm skeptical is
because this looks a lot like what they try to
make the roadster look look like, and we haven't seen
what the roaster is actually gonna look like. So I remember, no,
I don't not even remote not even remotely droning. So
this looks very roadster like over anything else. And I'm
just like, that's that's your first indicator. It's not happening.

(50:09):
That's that's so from the side it looks like a
h I didn't think you could make a Model three
and a Model Why have a hybrid, but yet here
it is. Yep, that's the most Model three Why vehicle
I've ever seen. This would be great as a consumer vehicle.

(50:30):
Put some door handles, have some buttons, fix the charging.

Speaker 3 (50:37):
Fix, you know, if you changed everything.

Speaker 2 (50:40):
That's what I'm saying. It's kind of change.

Speaker 1 (50:42):
That's my point, is the two Steter roadster that you
were talking about, what it means all the other things
that make it a drivable vehicle.

Speaker 4 (50:51):
Yes, I don't think it needs much though, like I
wouldn't say it needs door handles. I would I would
make it super like because you don't want to cause
an eye right, So it has to kind of be
intentionally worse than a Model three or why. Otherwise people
are just gonna keep buying this because it'll be cheaper.
And cheaper to run and everything. I say, like, keep

(51:12):
it as robo esque as possible, so they'll have cyber
cab and cybercar or something, and the cyber car will
be like just steer by wire and it can be
a sucky wheel.

Speaker 3 (51:26):
It's not a road wheel. I want my roadwheel.

Speaker 4 (51:29):
No, it's cyber so you take it or leave it.
And there's no rear view mirror. It's just a screen
that it's just a main display, just like the cyber truck.
You just have to look at a digital recreation of
the rear camera and keep it as bare bones as simple.
Velcrow some side view mirrors that you can easily kick off.

(51:53):
A butterfly could knock them off and sell that for
super cheap. And yeah, that I would love it. I
think it'd be great. I would totally be interested in one.
I don't know if I would take it over in Apterra.
It'd be a close call.

Speaker 1 (52:07):
But I was going to ask you about that, because
this thing has like the perfect slope on the back
for those curved solar pains.

Speaker 3 (52:14):
Oh why can't Why wouldn't they put solar on that thing?
It'd be perfect.

Speaker 2 (52:20):
Patent pending.

Speaker 3 (52:22):
It probably get like twenty miles a day.

Speaker 1 (52:24):
Well, I was going to say, you could really dive
into the idea that there's no port on this thing.
It either inductively charges or solar charges, and the solar
charging would be a lot more efficient than the inductive
because the inductive is just going to cause a whole
bunch of heat to occur. At least the solar well
pump in a bit more, I would think in terms
of I mean I have to do the calculation.

Speaker 4 (52:45):
Well, it's passive too, so like you don't have to
go park at the charger. Even if you're just going
in loops around the you know, football game, waiting for
someone to pick you up, you could be you could
be charging. Yeah, exactly, it could be wherever you are.
That's the that's true. Wireless charging is charging from sunlight.

Speaker 1 (53:06):
Or you make the ground all inductive. So then it just.

Speaker 4 (53:12):
I think Sweden was trying that or something some country
in Europe was experimenting with that. It's a very bad idea. Yeah,
it doesn't scale at all. But Dominic tweaked it a
little bit on Twitter here. I thought it looked pretty cool.

Speaker 1 (53:26):
He made it. Oh, he did exactly what Randy wanted
the door handle, there's a little a little lower. The
breaks got beautiful on that thing.

Speaker 4 (53:37):
Got a little bit more air intake. Just do a
cyber coup. Basically, Dominic is amazing. He does really good
stuff that looks epic.

Speaker 1 (53:48):
I like the purple or the black one. I have
those three. The silver one's nice.

Speaker 3 (53:54):
I love how simple the spoiler is.

Speaker 1 (53:56):
The diffuser on that thing, it's.

Speaker 3 (54:01):
Like a complete ninety degree angle. Yeah, I don't know
why that would be, but yeah, just sell that any
of us.

Speaker 1 (54:10):
Yeah, there's there's a bit of issue with this thing,
especially with well the giant text, especially with the fact that,
like what happens if I own this thing and I
drive it home or I have it drive me home
and it misses the turnoff for like my driveway or

(54:31):
the road and all that, Like, do you have to
give it a home base and then it has to
figure out how to get back to your house? And
if it keeps on missing the turn is there a
way that you can control it on the screen or
on your phone? What happens when it has issues with
finding an inductive charger on the road? I guess it

(54:52):
just sits on the side of the road. And waits
for someone to to it. How do you put it
into tow mode? I guess you would do it through
the screen. I guess you need to steer it somehow. Right,
there's just a lot of unanswered questions with this product.
But thinking about either as a small quote unquote business

(55:13):
owner of buying two to five of these or whatever
and trying to manage how to charge them and how
they go about the city, and or a giant fleet,
what does that look like? Are you buying a parking structure,
because this is still a car. It's not a giant van,
but it's still a car. You're gonna have to park
it somewhere at some point. They're not just gonna rove

(55:34):
around all day because or all night, because that just
they're gonna run at battery. At some point they're gonna
need to charge somewhere. And more than likely, if you
own hundreds of them and everyone else owns hundreds of
them as well, or there's a whole fleet of them
owned by Uber or whoever else, they're gonna have to
go somewhere. So this still maintains the issue, even though

(56:00):
that they marketed, oh, you can turn all these parking
lots into gardens and fields and all that these vehicles
still need to go somewhere.

Speaker 4 (56:10):
That's true, because that's something I think the uber CEO
mentioned when he was commenting on the whole robotaxi concept
is he was like, I think Elon's misunderstanding that ride
hailing is not a very consistent demand. It dies way
down to nothing, and then it surges like crazy, and

(56:32):
then there's huge rushes all at once, and when there's
not a lot of demand, all these cars, like you said,
are going to have to park somewhere and charging.

Speaker 3 (56:43):
And be ready to go.

Speaker 4 (56:44):
And then when there is a huge influx, we still
have the same traffic problem because then, like that situation,
there will be a huge line of cars and people
trying to get in.

Speaker 3 (56:53):
Whose car is? Who's this?

Speaker 1 (56:57):
This situation look the same. I saw this situation in
SF last week actually, right after we record the podcast.
I went up there to meet some friends and there's
waymos driving around and they were causing some traffic unfortunately,
because they were wanting to stop somewhere, either nearby a
Chinese restaurant or near a parking lot or park or

(57:18):
something like that, and they didn't really pull over to
the site because there wasn't anywhere to park, so they
just stopped in the middle of the road. And then
you've got all these trucks honking and trying to go around.
But then the oncoming traffic's trying to come through became
an issue.

Speaker 4 (57:31):
And the people managing traffic can't just knock on the
window and say, hey, we need you to pull around.

Speaker 3 (57:37):
You can't do that with a cyber caf No.

Speaker 1 (57:40):
And then also to bring it a little bit more
to what went on also with me with my un
or I guess supervised FSD experience, it actually did something
wrong recently recently where it wanted to go south on
a road and I was going north.

Speaker 3 (57:58):
Or I was going anyway, so oh no, and it just.

Speaker 1 (58:01):
Wanted to go off on this turn. And if there's
no steering wheel, you can't correct that. So oops, I
guess you've added another five minutes to your commute because
it couldn't read the road right.

Speaker 3 (58:11):
And traffics bad. It could be way worse.

Speaker 4 (58:13):
It could be like I just added forty minutes to
your ETA right.

Speaker 1 (58:17):
And that's the other thing is does it have the
knowledge of what me and Randy were talking about last
week where there's a nuance between or maybe not a nuance,
but at least some logical brain work going on of
do I take the freeway where it's gonna be all clogged,
or do I take some side streets that likely will
save me a minute or two and also be a
little bit more stimulating and enjoyable and you'll be able

(58:39):
to see a lot more stuff like will you be
able to choose a route in this thing? Or are
you just stuck getting in it and it drives and
you're just supposed to sit there and watch a movie
even though it's gonna take.

Speaker 3 (58:54):
One run, right, I'm running late?

Speaker 1 (59:00):
Now you better mind?

Speaker 3 (59:02):
Yeah, to watch the original trod movie. I'm late.

Speaker 1 (59:06):
So stuff like that pops up in my head after
watching this event and then thinking about it.

Speaker 3 (59:12):
Is.

Speaker 1 (59:15):
There's a reality to the situation. I think, Randy, you
put it pretty well, and in the fact that there's
still a lot of things that we don't know. There's
still a lot of things that need to be ironed
out with these products, and I think it's still subjected
to the same things that we've seen with all the
other Tesla products. Is they promise something, they give a

(59:35):
date and even though if they give a little bit
of grace to that date and see that, yeah, we're
usually a little bit late, so maybe we had a
couple of years even so that's them admitting, okay, it
might take a little bit longer, which actually might even
take even longer than that. Oh yeah, so who knows
when these things come about. The news that unsupervised FSD

(59:56):
is expected to come to Texas and California next year
is interesting, but with my experience, I'm hoping that there's
a lot more improvement, even though I've gotten I think
three or four updates in the last week that's on
the same update as actual smart Summon, which I'm pretty
much I'm pretty sure they're just patches for lot bugs

(01:00:17):
that are in this release.

Speaker 4 (01:00:19):
So I can't take next year seriously anymore. That's ye,
Like my brain's initial gut impulses just laugh as soon
as they say next year.

Speaker 3 (01:00:29):
Like I think this is a twenty many times.

Speaker 4 (01:00:32):
Yeah, I'm not convinced it's an everything, but yeah it's
I feel like it's been talked about so much. I
kind of over it, but I guess I'm still interested
and excited because I feel like the cab at least
has a very very good Plan B that excites me.

(01:00:55):
There's a very realistic, very practical way that they can
transfer form that into a vehicle that people drive and buy.
And if Plan A works, all great, I'll turn my
car into robot taxi so I could drive my Updrea everywhere.
That'll be great. I can't wait for that day. But
because they've been so wrong on the timelines before, yeah,

(01:01:17):
I'm not I'm not counting on Plan A anymore. I'm
looking at the Plan B. There's a great Plan B
for the cyber cab. There's not a great Plan B
for the Rebawn, which is I guess why the cab
has all my attention. But I'm curious what you guys
think with this shape and design, Like how efficient do

(01:01:38):
you think it is? Because that's my that's my big
interest with the VS. It's like how many miles per kilo?
What hour do you think that little car can get?

Speaker 3 (01:01:48):
It?

Speaker 2 (01:01:49):
Being smaller is already a plus, Like, oh yeah, I
think it's going to be the most efficient range out
of any of them, but by by far? Are I
can't give you a number because I don't I don't.

Speaker 4 (01:02:04):
Know enoughing worse than an aptaro, but better than A
three somewhere in the middle.

Speaker 2 (01:02:09):
Yes, well, if we're just talking hypotheticals, then yeah, because
I don't even know Aptera's final numbers, and I don't
these guys don't even have final numbers. We just I
keep seeing prototype. The prototype thing frustrates me a little
bit because it's like, we don't, I don't know. My
bigger issue about the whole thing is just like, you know,
this is last After watching last night, I'm like, I

(01:02:31):
remember why, I go, yep, this is why I'm going
to get out of the stock. I wish, I wish
them well, but I.

Speaker 3 (01:02:38):
Just I th they made a really cool movie set
last night.

Speaker 2 (01:02:44):
I think, yeah, and.

Speaker 4 (01:02:49):
It would have been an awesome entertainment piece to go
there and see all those things driving around, and Tesla
made a really amazing movie set.

Speaker 3 (01:02:57):
But I don't want to invest in movie set.

Speaker 2 (01:03:02):
I don't. I don't want to invest in future promises
anymore by any by any caliber, especially if if they
are actively saying our roadmap is autonomy. I'm like, well, cool,
not not my roadmap. My values is stuff about things
that I want to back I have. I have zero

(01:03:23):
interest in autonomy.

Speaker 3 (01:03:25):
How about you, Mike, do you have an efficiency number prediction.

Speaker 1 (01:03:28):
I think you're spot on with the idea that's in
between an aptera and a Model three, because it very
much has that size.

Speaker 3 (01:03:37):
Of Model three.

Speaker 1 (01:03:38):
Yeah, and that shape on the front is very I mean,
it looks a little bit more convex, but somewhat similar
to a Model three pretty much from the front all
the way to near the top. And then it becomes
a little bit more Model why for the next I
don't know third of it, and then becomes Aptera for

(01:04:01):
the next third of it a bit more slant to it.
And so with that I think they had in mind
with this thing they accepted, Okay, rolling I put two
people in this, how do we make it look still
like our lineup while optimizing for efficiency in narrow so

(01:04:22):
that way this thing can go longer in which range
will be. Something that I'm looking out for with this
vehicle is are we looking for something in the hundreds
the two hundreds.

Speaker 4 (01:04:32):
That's what's kind of crazy. It could really be anything,
And they didn't mention it, like if you're just using
it for around town and it'll top off with an
inductive charger whenever it's not needed like.

Speaker 1 (01:04:45):
It doesn't need that much range.

Speaker 4 (01:04:47):
It could it could probably work with a ten kilo
hour battery pack and they'd be like, yeah, that's fine,
it doesn't need to go much more than.

Speaker 3 (01:04:54):
They'll make Terra look inefficient.

Speaker 1 (01:04:58):
The size of the battery.

Speaker 3 (01:05:00):
Yeah. Well, I I'm working on a little pop up
here to kind of give you a between them.

Speaker 1 (01:05:11):
Oh, there we go. So right now, Drew's got the
goldish looking cybercab and the I forget what color they
called that for that Terra, but.

Speaker 4 (01:05:21):
Gold gold after Yeah, but I see a lot of overlap,
and I'm okay with that because I don't want apter
to be alone. I think that the two seaters super
efficient EV market should be uh like a whole segment,
just like pickup trucks and SUVs. And it's a shame
that Aptera is really the only one trying to make

(01:05:43):
something that efficient at that lower price. And this is
the closest thing to it. But there's still a ton
of differences. But I don't know, did you guys, Do
you guys think Tesla was a little inspired?

Speaker 2 (01:05:58):
No, I don't. I don't think they even think about
app Tara.

Speaker 1 (01:06:05):
I think they went along the same thought process as
Aptera with how do we make something efficient while also
prioritizing the vehicle occupants and all that, and Tesla in
their whole entire ethos is everything is on that screen
in the middle, but there is a lot of cheap,

(01:06:26):
well not cheap, but cost efficient choices with the interior
here that make it so it's a little bit more.

Speaker 3 (01:06:34):
It's a very pr friendly way to say, yeah, right,
it's just efficient design.

Speaker 1 (01:06:43):
I think they probably went along the same road in
a way. It's just they diverged on many different paths
away from what Aptera probably optimized towards. Right along with that,
they're in totally different positions in their timelines trying to
make their first vehicle. They're trying to be a company

(01:07:03):
and trying to get an automotive product out there. Tesla's
been there, done that. Now they're trying to go for
something that is more autonomy focused.

Speaker 3 (01:07:13):
Tesla's trying to get out of the car.

Speaker 1 (01:07:15):
Mark apparently so at least the way that they're positioning
it right now. And so that's something where I see that, Okay,
this is still in their design language, but there is
some cues to show that, Yeah, the idea of two doors,

(01:07:35):
two seats, an armrest, where do you put the cup holders?
If there are cup holders, where are you optimizing foot area?
What's the front dashboard look like? And then along with
just the rest of the design on the exterior of
is there a front, is there a trunk? Is there
how much space is in the trunk and all that,

(01:07:58):
So it just becomes the thing that I'm really surprised
by this thing is that the camera locations don't look
too different from what we have in the threes and whys.

Speaker 3 (01:08:10):
Yeah, they're pretty close.

Speaker 1 (01:08:12):
Yeah, And so I'm wondering, is this actually more of
a software problem than for what we're seeing in our
cars today?

Speaker 3 (01:08:20):
Oh? Most definitely.

Speaker 2 (01:08:22):
Yeah, I believe that the software problem absolutely not even maybe.

Speaker 1 (01:08:26):
Because if they're doubling down on where the camera location
is for this car in relation to what they've already
done with the sexy lineup, yeah, then it informs me that, well,
maybe there's two cameras right here right behind the front wheel.

Speaker 3 (01:08:41):
But they might also just be covering themselves.

Speaker 4 (01:08:45):
They know, if they put different camera positionings on the
cyber cabot, maybe a bunch of people would freak out.
Oh they had to change the layout in order to
make it autonomous. That means my car will never be
a ton of They're just trying to cover themselves it
could be.

Speaker 1 (01:08:59):
So these are a lot of questions that I have
with it as well, is what does this hardware on
it reflect with my car, even though I don't expect
to turn my car into a robotaxi or anything like that.
I like the design of this thing, but I'm not
sold on the business idea of this product. I'm more

(01:09:19):
sold on what this new Tesla product looks like and
what it can offer. But that's pretty much it. Like
I flirted with the idea very briefly this morning of
if I bought one, what would that look like? And
then I thought, I'm also the guy that's looking at
Doug Demuro's cars and BID's website every week to look

(01:09:39):
at what great deals they have on their auction site
for some very sporty Miatas and all that. Like who
just fun car to drive around that has a manual system.
And it's in the opposite corner of what Tesla's trying
to do. They're trying to get rid of the idea
that you have to interface with the vehicle. Was it
more but equals more error and all that. Where with

(01:10:05):
the other cars on the market, it's no, we wanted
Taylor the driving experience to the occupant, but in a
different way, I guess. So I think overall, that's where
I was at at the end of this is I
like the look of the cybercab or whatever it is,
the toaster on wheels, I'm a little bit less enthusiastic

(01:10:26):
over would have been nice to have more estimated specs.
I mean, they don't have to lock in on specific numbers,
just here's what we're aiming for, and.

Speaker 3 (01:10:37):
That gives really handy.

Speaker 1 (01:10:40):
Yeah that too, in which maybe they changed those as well.
So stuff like that is what I would hope for
information to come in the future on this product, in
which I'm sure it's not gonna end up in the
same pile as the Roadster two and the Quad. Unfortunately,

(01:11:02):
I really want that Quad to come out. It's the
one thing that I'm still waiting for one probably the
one Tesla that I would say, Okay, I'm buying it
day one that it's on the Tesla site, Like, I
don't care what price it is, I'll buy it. Uh,
It's just an amazing idea of an electric quad. But

(01:11:24):
I digress. Uh, this thing is neat, I guess is
a decent.

Speaker 2 (01:11:29):
Summary, but not neat enough to buy.

Speaker 4 (01:11:32):
Yes, there's no deposits, no orders, you know. I I
applaud them for that, by the way, that's that's fine.

Speaker 2 (01:11:41):
I think I think you can overdo something in the
not doing so, Like if there's all these inputs and
controls and like there's too many buttons, I think you
could do overdo it. On the opposite end where they're
there is not enough going on where it feels sterile.

(01:12:04):
And this might be that for me now, where it's
like it's too boring of a like I I want
to be excited when I get in the car. I
don't want to be excited about the tech. I expect
the tech to just work. I want to be excited
that a the software is working like that should be obvious,

(01:12:28):
you know what I mean, we can appreciate that for
the sake of it all the same and all our cars,
they say, is people doing all this?

Speaker 1 (01:12:40):
Wow, this is a certain model life feels targeted today apparently.

Speaker 2 (01:12:45):
So I don't.

Speaker 1 (01:12:49):
I don't.

Speaker 2 (01:12:50):
I don't like the idea of it being too sterile
like this, because it doesn't. It doesn't provoke excitement for me,
don't I think that's exciting is the potential of something.
If we're just talking about a redesign cabin, you know
it's gonna be kind of you know, it's sad if
we're more excited about a redesigned cabin over anything else,

(01:13:15):
just for the sake of redesign this. This feels like
a change it just for the sake of changing it.

Speaker 3 (01:13:21):
Give No, I disagree. They made it to be easier
to clean.

Speaker 2 (01:13:28):
I don't trust the cleaning system either. For that matter,
I don't. There's there's so.

Speaker 3 (01:13:34):
Much like remember that cleaning from Wally.

Speaker 2 (01:13:37):
Yes, yes, yeah, I just maybe that's it. I just
I I there's a lot of things I just don't.
I don't believe. And again, just like last night proved
me wrong. Apple, I mean Apple, Tesla, M I have

(01:13:57):
my same gripes with Apple.

Speaker 1 (01:13:59):
It's very parallel. Right now I'm projecting.

Speaker 2 (01:14:02):
I'm projecting my issues onto Tesla about Apple. But no,
I like, I like.

Speaker 1 (01:14:11):
There is.

Speaker 3 (01:14:17):
Sorry Rayon, this is the next event beautiful.

Speaker 1 (01:14:25):
Anyways, it seems like they are going a little bit
too sterile for you to where this is not not
something that is very evocative in terms of.

Speaker 2 (01:14:36):
Well, you made a comment, Mike, and I agree with
that comment that like I want, you know, I want
to be excited about the car I get in. I
want something that's tailored for me to me, something that
invites me to get more engaged with the vehicle. I
don't I don't want to just sit there passively and
be like, Wow, the software works like I expect it

(01:14:57):
to work. That's it. Like I this is two stari.
I would rather get behind something that gets the driver excited,
and that's the thing I want to drive. I want
to be the driver because I don't trust ultimately, I
don't trust the software right now. I don't think this
is twenty twenty six or twenty twenty seven. I don't
think it's in the twenty twenties. I think this thing's

(01:15:18):
going to get It's going to get roadblocks, roadblocks, roadblocks
along the way at every level, from government to this
to everything, which is why everything. The first thing they
show you in the when they start is that like, oh,
proof of concept, future future discussions, not things that are coming.
They have to watch what they say, so there's gonna

(01:15:44):
be an R three, a Tello truck, an ap Tarra
on the road long before this ever comes on the road.
And I'm way more excited about those three individual product
lines by far. I would buy one of each before
I would get excited about this. So that's it.

Speaker 3 (01:16:03):
We'll agree.

Speaker 4 (01:16:05):
This gets me so excited for Aptera and also made
me uh kind of relief because a common complaint I
get on the app Terra videos is people say, oh, well,
this isn't going to be able to compete with the
twenty five thousand dollars Tesla, and I'm like, yeah, it
is because it has a port, so that's that's handy.

Speaker 2 (01:16:32):
And there's no twenty five thousand dollars Tesla yet, so
I don't believe that either.

Speaker 4 (01:16:37):
Yeah, based on the verbage, I don't think there will
be at least for a long time.

Speaker 2 (01:16:43):
But even then, inflation will adjust the way to adjust
it on cyber trucks, we'll never see it, and that's fine.
But if they're not ready to ship yet, but say
like an app terra is or literally any of the
other ones, you get out terror, you get tell her,
you get h R three all, which is what they

(01:17:05):
haven't COmON small vehicles, which I'm I equate that to
that of the the robo taxi. Here, I I trust
the other stuff more because they're the ones who want
to get market share. Tesla's doing this just for the
sake of doing it, and maybe maybe, like I believe
it to a degree that they believe that, like, no,

(01:17:25):
we're gonna allocate our energy and resources for towards a
ton of mius driving. But like that's because they're already
on top now they have room to play. Why everyone
else is just trying to grow. So I get more
excited about the guys that are trying to grow than
the people who are already sitting at top just experimenting
with new ideas.

Speaker 1 (01:17:43):
So, Randy, imagine this interior, or sorry, imagine the robo taxi,
but instead of this interior, Okay, it has this interior
and there are three I'm in soul adventurous.

Speaker 2 (01:18:01):
The reason why, the reason why I can't equate it
to is because Rivian has made no discussion or interests
of taxiing vehicles yet, and when they do, I'll become
I'll fall out of love with them too.

Speaker 1 (01:18:18):
Anybody they mentioned in it, that same unveiling that they're
gonna focus more on autonomous driving.

Speaker 2 (01:18:25):
Now, I I think that's like, that's just investor talk,
like they're talking so far down the road.

Speaker 3 (01:18:32):
They needn't get any autonomous driving talk.

Speaker 2 (01:18:36):
That's my point, Drew. That's why I don't like any
of this. Their one heart beat away from saying AI,
and I just don't want it, and I don't want
to hear it.

Speaker 4 (01:18:46):
I don't want to hear it anyone, I guess because
that's just the facts of today. No one is profitable
making robotaxis, including Weimo, So I.

Speaker 2 (01:18:57):
Don't know what we're trying, like everybody was. So this
reminds me so much of of of the metaverse and
crypto and all that everybody's trying to be first to
something on the off chance that they're that this one
is the one that pops off the way they were
about Web three dot zero, like everybody was really getting
excited about that. I mean, that's why Elon bought Twitter,
because he was going to convert to this big crypto

(01:19:19):
exchange and this and the other. If you remember, that
was one of his big talking points.

Speaker 4 (01:19:24):
Oh yeah, it was going to be a payment service,
yesal and.

Speaker 2 (01:19:28):
Now just despite PayPal for everything, that had happened to
him in the past with his original x dot com.
He was going to make it a payment service, and
and the every the everything app to very heavily focus
on blockchain technology specifically. That was the Verbert g used.
I'm like, oh my god. And so when that stopped,
now everybody's throwing the oh my god. And now they're

(01:19:50):
now they're putting other efforts behind AI, the same AI
that's supposed to maybe power these things. Do you hear
about this? They're building a h I didn't even know
about this AI center computer center thing in Memphis that
it is too uh elon.

Speaker 1 (01:20:09):
For for for x A.

Speaker 4 (01:20:11):
I oh yeah, Tesla's Tesla put one in Giga, Texas
as well.

Speaker 2 (01:20:18):
But so they're trying to do all this same stuff
with like AI, and it's just it's it's too there.
It is, there's there.

Speaker 3 (01:20:26):
It is.

Speaker 2 (01:20:27):
I literally saw that caption too, was that like, what's
an irony?

Speaker 3 (01:20:35):
Well, I mean a.

Speaker 2 (01:20:37):
Talking autonomous driving and everything like that. I just it's
it's too much. It's it's it's too futuristic for me
to see what.

Speaker 4 (01:20:49):
See rock three and water access grid stability. I'm like, like,
I don't know why or how but somehow we're going
to disturb the water supply so that we can type
in terrible AI generated images on.

Speaker 3 (01:21:14):
Grock three. They're putting rock in the water.

Speaker 1 (01:21:17):
A lot of water just hanging out in Tennessee these days.

Speaker 4 (01:21:23):
Oh wow, Mike, that was good. That's usually the joke
Randy would make. I'm impressed, well channeling my inner Randy today.
I guess while we're putting on our tinfoil hats, you
want to hear my idea for the Row taxi or
for the AI Center Robotaxi. Chris from Dirty Tesla Awesome channel,

(01:21:50):
by the way, snagged a photo of the camera feed
at the top the front facing cameras on the top
of the Robotaxi. Okay, and hm hmm, it's the hardware
three camera layout, not hardware four.

Speaker 1 (01:22:11):
Well, then as the table turns, the turn tables.

Speaker 4 (01:22:21):
So my tinfoil hat is that all of them were
remote controlled. This was not using version thirteen or any
kind of FSD. There's there's anything.

Speaker 1 (01:22:33):
There's this whole entire event. Drew had remote controlled robots,
remote controlled cars, and possibly remote controlled elon.

Speaker 4 (01:22:49):
Well, he did say he's an alien, so I guess
it's possible, but that's that's my theory. These weren't. These
aren't coded to like analyze the surroundings. Like I wonder
if those cabs were driving around, like if you jumped
out in front of them, would they autonomously know to
stop or would an engineer.

Speaker 3 (01:23:08):
See it and just like kill the throttle.

Speaker 1 (01:23:12):
Hmm, I don't know. I mean it's interesting that a
lot of these speculations come from those that were there,
like the kilowatts and well was dirty yeah you said
dirty teesl was there then capture that image. So a
lot of people there who were supposedly there to watch
a lot of this interesting innovative tech notice that there

(01:23:35):
might be a lot of smoke and mirrors occurring with it.

Speaker 3 (01:23:39):
I think, I think so.

Speaker 4 (01:23:41):
I think the main goal of the event was sell
people on the idea, the vision. It doesn't matter if
all the hardware actually does everything we say it's gonna do.

Speaker 3 (01:23:53):
So they kept that theme from the cyber trunk of it.

Speaker 4 (01:23:56):
We don't know how it's gonna go five hundred miles,
but it's gonna go five or autonomy day right exactly.
So I mean this, this is definitely a lot cooler
than just a PowerPoint present but I think video. They
were all remote control. Maybe maybe if you open the
hatch on them, you'd find a little engineer in the

(01:24:16):
back with.

Speaker 2 (01:24:18):
No attention to the man behind the.

Speaker 4 (01:24:22):
There's a little little guy back there. He had to
be short so he could fit.

Speaker 2 (01:24:27):
Not the little guy.

Speaker 1 (01:24:30):
H your little guy fell off.

Speaker 2 (01:24:35):
You dropped her little guy.

Speaker 4 (01:24:36):
Yeah, so ab Terra's future I think.

Speaker 1 (01:24:44):
Yeah, this only reinforced my thoughts on the rest of
the car market. Like, Okay, Tess is doing their own thing,
good for them, mm hmm, like you pursue it. I'll
be watching from the slightly sidelines in my model. Why
that's trying to take alternate routes that don't make sense.

Speaker 3 (01:25:05):
For my connect to work and hope you're best.

Speaker 1 (01:25:09):
Meanwhile, I'll be watching the competition making some pretty cool
products we can indulge in and actually enjoy the experience
of it and control a lot more variables with it.

Speaker 3 (01:25:26):
It's good.

Speaker 4 (01:25:27):
I'm glad Tesla's doing what they're doing. Even if I
have my doubts about it, I think it's worth trying.
It's a noble it's a noble thing to pursue. It's
a it could. It will definitely and probably already has
saved many lives. And there's many people who can't afford
to own their own car and are just looking for
the cheapest possible way to transport themselves, in which case

(01:25:49):
the Robotaxi would be perfect for them. So I'm I'm
happy that Tesla's kind of finding their niche and going
after that. But samiliar to Randy, I echo that feeling
of I don't get as excited by that.

Speaker 3 (01:26:05):
That's not as pump like.

Speaker 4 (01:26:09):
That doesn't get me pumped thinking about just a vehicle
that drives around people all day, although I understand the
mindset of why that would be better for the environment
or better for people's pockets and stuff. But I got
into Tesla because I liked the idea of efficient, independently
owned transport, and sounds like a lot of great ideas

(01:26:32):
are out there now that are going to be open
for market share because Tesla's kind of just gonna run
the course with the models they got.

Speaker 1 (01:26:47):
I am interested in seeing now that with the slide
that I showed a while back of we still have
a long way to go from one of Tesla's I
think this was their investor day yeah, last year or
the year before. It seems like the first two vehicles
on the left that have the cover are what we
saw pretty much, or at least what they were envisioning

(01:27:08):
what h was going to be underneath these being the
Robotaxi or the cyber cab or whatever it is, and
the robo van or whatever you want to call it.
But it seems like they still have another idea. I mean,
they've got probably behind the curtain. It's interesting that there
are three vehicles here and that are covered in this lineup,

(01:27:30):
and we were showed two, which makes me think, what
is this third one that still looks like a sedan
looking vehicles at.

Speaker 3 (01:27:37):
The roaster like, yeah, probably.

Speaker 1 (01:27:41):
I guess. Maybe that's my question for you guys, what's next?
Because Tesla almost put a a giant barrier on maybe
not barrier, but at least they put a very awkward
street sign on this road that they're on that pretty
much says stop and don't go further with making a

(01:28:05):
lot of these different vehicles in my opinion, where it
seems like they're going to go all in on the
cybercab and robo van. But what comes next in their lineup?

Speaker 3 (01:28:18):
Then?

Speaker 1 (01:28:18):
And is that going to be more robo related or
more cyber related or more sexy related, like what is
this other car or other cars that might be a
roadster that's coming up.

Speaker 4 (01:28:37):
I think a whole lot of waiting is what's next.
I think what's on the website now, you know, they
had their whole we robot page go live, this is,
this is gonna be here for a long time.

Speaker 3 (01:28:54):
This is But it's interesting how they suspect it.

Speaker 4 (01:28:57):
They're like, look, van Taxi bought everything, give us your
contact info and by the way, we have cards now
that you can totally buy FSD for zero percent APR.
Please buy them experience. So they were carefully constructed this page.
But yeah, I think they did kind of cover all
the major segments that they've explained they're interested in only

(01:29:19):
other potential.

Speaker 3 (01:29:22):
I don't know. I still want like a van you.

Speaker 4 (01:29:25):
Could drive, but I guess Tesla would be the kind
of company that would be like, now, we will only
do a van if it's completely one hundred percent autonomous
and there's no backup, there's no easy way to add
a steering wheel er pedals.

Speaker 3 (01:29:36):
I'm like, yeah, I guess sounds like Tesla, But Yeah,
my guess is.

Speaker 4 (01:29:43):
You know they mentioned in the showholder deck they still
have more affordable models that plan on launching next year. Okay,
it'd be really cool if that's the cybercab plus pedals
in wheel that. I don't know if that's going to
be ready by then, but that would be awesome if
it is. Was probably more likely is they're just going
to scale down the Model three even more, take out

(01:30:07):
more things. It'll be no heated or ventilated seats. They
go with that textile fabric that they already launched in Mexico,
but they take out the ambient lighting, they take out
the rear display, they take out I don't know, the
power lift gate. There's a bunch of stuff they could
just scrap on the existing vehicles and just say, okay,
now it's five grand cheaper or whatever. That could be

(01:30:31):
as basic as they're talking about for what's next, or
we have future models that all be more affordable.

Speaker 3 (01:30:37):
It might be that simple.

Speaker 2 (01:30:38):
But I do not think we saw any of those
three vehicles last night that are covered.

Speaker 1 (01:30:47):
Really yep, any of them, but these are all exclusively.

Speaker 2 (01:30:52):
That look at the van, you could see a hood.

Speaker 4 (01:31:00):
Yeah, but I wouldn't look too much into the teaser image.
That could just be a template, right, I mean.

Speaker 2 (01:31:07):
Why would you go out of your way to do
all that just to put a template?

Speaker 3 (01:31:10):
Well, because I feel like if they just put a
cloth over the.

Speaker 1 (01:31:13):
Actually the vehicles on the left and right.

Speaker 3 (01:31:17):
Yeah, they just pasted it from battery day.

Speaker 1 (01:31:27):
I think what I'm aiming for in these images, Randy,
is the intention that they're covering three vehicles and that
we did just see two vehicles last night. But I
like your speculation of are these actually the two vehicles
that they intended on teasing and then showing off last night? Oh?

Speaker 2 (01:31:48):
I don't think so. That was a whole robot event.
This these other cars serve consumers, not some dystopian future
of robot. At me, I think I think we didn't
see any of the three vehicles last night.

Speaker 1 (01:32:06):
Okay, I like that, right, Yeah, I like that idea.

Speaker 3 (01:32:11):
I don't think you are, but I hope you are.

Speaker 2 (01:32:14):
Did they update the website?

Speaker 3 (01:32:17):
Well, this isn't on the website. This is just a
slide from a presentation.

Speaker 1 (01:32:20):
Now if you look at the website, it's just.

Speaker 3 (01:32:23):
There is a wee robot section on the website.

Speaker 1 (01:32:26):
But yeah, this is what you get greeted with when
you type in Tesla dot com.

Speaker 4 (01:32:31):
You notice the Tesla Roadster page is still on the
website and it's exactly the way it was in twenty seventeen.

Speaker 3 (01:32:38):
I haven't changed the thing.

Speaker 1 (01:32:40):
I got a menu vehicles.

Speaker 3 (01:32:45):
It's called a semi roadster.

Speaker 1 (01:32:50):
Still there.

Speaker 4 (01:32:51):
Hasn't changed the exact same. The reserve fifty grand. We'll
take your money right now. That was also an amazing event.
Just to give a little perspective.

Speaker 1 (01:33:05):
I like that you bring that up. Is well, the
Robotaxi event go the same way as the semi and
roadster event.

Speaker 3 (01:33:13):
I think.

Speaker 1 (01:33:14):
So where we see it and then we wait for
many years for something to come out of it. And
the only thing that we've seen actually is the semis
sparsely on the road, mainly because they haven't actually built
a mass production building for it yet and so they're
having to piece it together slowly.

Speaker 4 (01:33:32):
But it's coming together. But yeah, i'd see them just
about every time I go to work. Now, I know
my route is biased. Most people don't see them.

Speaker 1 (01:33:42):
You're in the main corridor.

Speaker 4 (01:33:44):
Yeah, pretty much, every time I go down there, I
see at least one. But they did say in the
event that production for the Semi would start in twenty nineteen,
and it's like, yeah, they're kind of doing it now
in twenty twenty four.

Speaker 3 (01:33:58):
So that gives you some.

Speaker 4 (01:34:00):
Perspective on Tesla and their timelines and those that was
just manufacturing that wasn't even software. I mean, at the event,
they brag a lot about how the Tesla Semis will
be autonomous and they won't have drivers in them, so
you'll just be able to beat the price of freight
because you'll have all these semi trucks driving around autonomously.

(01:34:22):
And the Tesla Semi still in twenty twenty four doesn't
have autopilot, it doesn't have basic lane keep. So it's
a forgive me for having a hard time believing their claims.
But yeah, maybe I really don't think there will be

(01:34:43):
much more vehicle and veils after this.

Speaker 2 (01:34:46):
It's time to move on, gentlemen, We're done with Tesla.
Trying to find something else to get excited about.

Speaker 3 (01:34:53):
It might be refreshes refreshes outside.

Speaker 2 (01:34:57):
Me, though they will just be mental necessary upgrades. I
want new vehicles that shape the future, not concepts of
vehicles that can shape this one. The I D Bus
was that a Is that a gotcha? You just did

(01:35:17):
to me?

Speaker 1 (01:35:18):
A terrible gotcha?

Speaker 4 (01:35:21):
Randy's face? Isn't that? And then Mike, Mike do the
JD vance fun It's beautiful, ohe The reds nice.

Speaker 1 (01:35:40):
The red is nice.

Speaker 3 (01:35:41):
Hey. Isn't the R three a concept?

Speaker 2 (01:35:43):
Though?

Speaker 3 (01:35:43):
Randy?

Speaker 2 (01:35:44):
Come on, who said anything about the AR three?

Speaker 3 (01:35:48):
You said you don't want to see concepts?

Speaker 2 (01:35:52):
What do you think the realistic this for both of you?
What's the realistic time frame that we would get these
taxis's robo anything on the road as opposed to getting
an R two and an R three on the road.

Speaker 4 (01:36:07):
I think R two will definitely be first, but it
depends on your definition of on the road because my
my personal belief for a while now is that they
will get them to work in very limited jurisdictions.

Speaker 2 (01:36:22):
You're talking about Tesla, Yeah, I.

Speaker 4 (01:36:24):
Think Tesla will have robotaxis in select cities that approve
them when the weather is nice Vegas.

Speaker 2 (01:36:31):
That's okay. So that that that that fine acrobatic word
smithing you just did is exactly my point. Whereas like
getting an R two and R three at Tello and
Aptra in consumer's hands, it just is it will be
as opposed to with and when ASTs. This as just
that at the bottom, I I'm talking no crap consumer

(01:36:57):
using products. What do you think is more realistic to happen?
And I'm saying all these other vehicles will come out
long before the robo stuff. Yeah, so that's that's what
I mean by getting excited for actually moving on to
the next thing, where they're like, they're they're ready to
get to work. What the other people lack is what infrastructure,

(01:37:23):
maybe some funding here and there, depending on which company
we're referring to. Where as Tesla, what they're lacking is
software and government approval on some stuff. Different beasts, man,
those are different beasts.

Speaker 3 (01:37:35):
That's true.

Speaker 4 (01:37:36):
Software development and regulatory approval are much much bigger hurdles
than uh, you know, there's nothing the Rivian R two
or R three or the Aptera are doing that.

Speaker 3 (01:37:49):
Is pending legalization.

Speaker 1 (01:37:51):
You know, it's not like infrastructure issue.

Speaker 4 (01:37:56):
Yeah, well, they need a place to build them. But
they said they're building R too normal. So the factory
for the first R two vehicles is already up, you know,
it's just the assembly.

Speaker 3 (01:38:06):
Line that needs to be build it out.

Speaker 2 (01:38:08):
Yeah, Well, after these hurricanes, I don't know what's actually
going to be sticking around.

Speaker 1 (01:38:13):
Well okay, well George is being built up in that time. Yeah,
Illinois just has tornadoes we've seen.

Speaker 4 (01:38:22):
It's a lot easier for me to believe because we've
seen many vehicles, including from Rivian, that have been designed, unveiled,
mass produced, and delivered, Like, we know that is doable.
Getting robotaxis approved on a nationwide scale has not been done,

(01:38:42):
which is why we're like, yeah, I mean it's ambitious,
but there's so many variables that are outside of this.

Speaker 2 (01:38:48):
To be clear, and this my stance hasn't changed on this.
I want this to succeed. I want this to work,
even if I'm not an investor anymore. I want this
to work because it it has a pretty wide ripple
effect that can change things, uh and in our lifetime

(01:39:08):
that we will see in our lifetime. So I want
it to work. But it's not even that I'm skeptical.
There are things one, there are things I'm skeptical about
when it comes to Tesla, but it's all that other
stuff outside of Tesla that they don't have control over
that they have to bend the need to that makes
me go like, oh my God, it's gonna be forever,
you know, like it's it's it's too and even for

(01:39:32):
all the right reasons, because like put yourself in in
the government's shoes if you will, just spend money. But
except there, you know, I'm joking. That was a joke.
But when it comes to the safety, when it comes
to the safety part of it, like you got to
make for dang sure that this is rock solid, tight,
insecure and safe for any and all people, especially when

(01:39:55):
we start talking about children. Now you know you're like, oh, well,
no kids going going this car scene, like when you
you got to think of the children and all that, right.

Speaker 4 (01:40:02):
Well, and the crowd data is not supporting what they're claiming,
you know, like there's user data that is testing FSD
in its current form, and they're getting like maybe on
average sixty miles eighty miles between interventions, and maybe maybe
it's off because people are disengaging when they don't need to.

(01:40:23):
So let's say they're at like a thousand miles between intervention,
that's still nowhere near close to what you need.

Speaker 1 (01:40:30):
That's a long drive with that intervention like that, that's
a long us go.

Speaker 4 (01:40:36):
Sure, But if robotaxis driving all day because it's five
times ten times more useful. You're going to hit a
thousand miles once a week, so if it needs a
critical intervention once a week, you can't. You can't be
deploying that at scale. Government's not going to allow that.

Speaker 1 (01:40:53):
Critical intervention is definitely a good term for it, because
I turn off the auto or I guess on supervised
or whatever right before I get to my work, because
it pretty much routes me to the front gates. Yeah,
I'm like, no, I can't go to the front doors
of the building. I need to park the car, so
I have to disengage it. So that's more of a

(01:41:15):
non critical situation if I'm at the end of the route.
And actually, I think it does recognize in those times
of like it doesn't flash out the image of what
went wrong, let us know with a voice message or whatever.
H So I think that's maybe indicative of it.

Speaker 3 (01:41:29):
But yeah, I'm because a taxi would just drop you off.
It wouldn't park right.

Speaker 1 (01:41:32):
Right, and you don't need to go to the parking lot.
You could go through the main gates or front door
or whatever. Yeah, but I think that's a really good
thing to consider as well. Drew is what does the
public data say about the current product on the roads
and how does that inform or I guess shed some

(01:41:53):
spotlight to their claims of unsupervised FSD coming to Texas
and California next year, along with a cybercab coming out
before twenty twenty seven, and then who knows when the
robo van even exists.

Speaker 4 (01:42:09):
Because to get to the point where you could actually
deploy it at scale, you can't just be as safe
as a human driver, because now you have that one
line of code driving thousands of cars, it needs to
be substantially safer than a human. And you're betting if
you're believing the timelines, if you're trusting the tesla's going

(01:42:30):
to get there, you're assuming that with the current hardware stack,
they're going to be able to use vision only to
basically multiply the safety driving performance of FSD by a
matter of one hundred, one thousand, ten thousand. You're expecting

(01:42:51):
it's going to get like ten thousand times better than
what it is right now. And there's just so many
edge cases that pile up, especially when you want to
scale it mass, which is why I believe they're going
to eventually compromise and just do it and select regions. Yeah,
they'll they'll end up kind of taking the Weimo route
where it's like there's a human that could remotely fix

(01:43:12):
it in an emergency. But it's just in the cities
that allow it. And when he says California and Texas,
I bet he really means Austin and San Francisco.

Speaker 1 (01:43:22):
I don't think he means entire state. Drier cities and
a lot more controllable. And that's definitely where other companies
like Zeokes, Neuro and Weimo have targeted in which they've
already got tech that can deal with bug splatter and
rain and inclement weather, bad visibility camera placement. Where this

(01:43:46):
thing is more it's weird because it has the scar
tissue of the sexy lineup quote unquote affecting it. Where
they could go the Waymo route and add a lot
more and cameras to different locations because it doesn't have
to look super sleek. It just has to get the

(01:44:08):
job done. It's got to be a lot more utility
focused than esthetically focused, and whichesthetically looks great, but if
it means that you don't get the autonomous driving feasibility,
capability and smoothness that rivals are doing right now. I mean, heck,
even crews had a hard time with it, but they

(01:44:29):
were still able to produce a business out of it,
and they had cameras and sensors over the place with
that thing. That's what makes me a little bit more
concerned about this then, is Yeah, it's very minimal, and
the competition has a lot more that they can fall
back against on their sensors, where this thing, if you'd

(01:44:53):
splatter a camera cover something up, it's lost pretty much,
from what I can tell, all at least a fifth
to an eighth of its viewing capability.

Speaker 3 (01:45:05):
Mm hmm.

Speaker 4 (01:45:06):
Pretty fragile system that it was very predictable. On my
road trip, I knew exactly when the system was gonna
panic and abort and say take over immediately, just based
on the sunlight. I could tell when the sunlight was
getting to a certain level. I'm like, it's gonna panic
now because the road's going right into it, and it
was like takeover. That's how we were able to catch

(01:45:29):
it on video because it kept doing it so consistently.

Speaker 2 (01:45:34):
Pole Huh, this week just.

Speaker 1 (01:45:40):
Burned drew.

Speaker 2 (01:45:43):
What I do this week.

Speaker 1 (01:45:46):
Was that last week? That was last week?

Speaker 2 (01:45:48):
That was last week? Thing that I shifted it to you, Mike,
I started at least I felt like I did. I'm
sorry if I'm not giving equal attention.

Speaker 4 (01:46:00):
More.

Speaker 2 (01:46:01):
I'm sorry if I'm not getting equal abuse to all this.
I promise to be more aggressive with it.

Speaker 3 (01:46:09):
All right, Jens. Final thoughts, No, looking at the.

Speaker 1 (01:46:18):
I brought it up before for video watchers, but comparing
what they were showing off with the boring tunnel taxi,
I like that definitely has a lot better seating than
whatever this giant.

Speaker 4 (01:46:35):
Yeah, it's funny how when you're in the tunnel underground
they want you to have all this visibility, but then
when you're driving out in the woods camping, they cover up. Yeah,
then they cover it up. I can't see a thing. Yeah,
there's a similar idea.

Speaker 1 (01:46:51):
There's similar ideas here.

Speaker 3 (01:46:54):
All right, folks, thanks for I have a good one.
Bye bye.

Speaker 2 (01:47:07):
Exp

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Ep. 198 - We Robot Event Analyzed In Depth

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Ep. 198 - We Robot Event Analyzed In Depth