Ep. 199 - Ending Foundation Series

Join Drew, Randy, and Mike as they discuss Cybertruck price and range officially dropping, the CyberCab going against the Aptera, and Randy's tires getting screwed.

Randy's Channel: https://www.youtube.com/@RandyNexus

Published: 10-19-2024, Recorded: 10-17-2024

Episode Transcript

Speaker 1 (00:18):
Welcome back to the Telosive ev podcast, ladies and gentlemen.
And thank god the news actually broke before we started
recording today. That's refreshing. What news?

Speaker 2 (00:31):
What news?

Speaker 1 (00:33):
You don't know? I heard about it on X.

Speaker 3 (00:41):
I don't know what that is.

Speaker 2 (00:44):
You're talking to your ex. That's not good. That's at
least no inappropriately.

Speaker 1 (00:50):
Uh, Foundation series officially over?

Speaker 2 (00:56):
Oh thank god.

Speaker 3 (00:57):
I would like to actually stop branding it as foundation.

Speaker 1 (01:02):
If you go to Tesla's website and you order a
cyber truck, it's just the non Foundation series now, no
more foundation options.

Speaker 2 (01:12):
I like this.

Speaker 1 (01:14):
It's a step in the right direction.

Speaker 2 (01:16):
I am a favor, I am a favor, I'm a fan,
I'm a.

Speaker 3 (01:20):
Favor cyberbeast and all will drive look at that.

Speaker 1 (01:27):
Yep, you didn't need a special link or anything, didn't
need to be invited to configure. So whoever got those
early access invite only to non foundation you got like
a two week head start. Congratulations on everybody else. Still
don't understand why it doesn't get the tax credit though,
I'm confused by that.

Speaker 3 (01:48):
It's a mystery.

Speaker 1 (01:50):
So and the range went down officially now because you
can't order the Foundation series which has more range. Why
does it have more range? I don't know.

Speaker 3 (02:00):
Oh, but they added a few extra cells just for
you in your Troublesoo, so is it.

Speaker 1 (02:07):
Like one hundred and twenty kilo one hours now instead
of one hundred twenty three?

Speaker 3 (02:10):
Like what yea? They would do that, onen't they?

Speaker 1 (02:14):
They were like, we heard everyone complaining about the range
being too little, so we shrunk it. Congratulations, it's the
end of an era.

Speaker 2 (02:30):
Thank god.

Speaker 3 (02:36):
Well, that just makes my reservation kind of silly because
I still have it, the original one that I made
the night of the cyber Trek and veiling.

Speaker 1 (02:46):
Did you reserve with FSD though yes, Oh well, then
you have an asset on your hands, buddy, because that
could shave off of whopping one thousand dollars enough money
to buy an Ultra marine eye Phones sixteen.

Speaker 2 (03:03):
Or you could just get one sponsor to you, Mike,
and we're just.

Speaker 3 (03:07):
Going to keep this train going.

Speaker 2 (03:09):
I'm sixteen pro Max.

Speaker 1 (03:13):
The tactical Gray looks way better on the website than
it does in person.

Speaker 2 (03:17):
Does it? Because I'm like, I'm digging it. I was like,
that looks so good.

Speaker 1 (03:21):
It's not that shade. It looks like pitch black on
your website and yeah, person is very space gray.

Speaker 2 (03:29):
Boo. Oh god, I was hoping you didn't say those words.

Speaker 1 (03:33):
Can I just say on the record, because there's probably
not a ton of cyber truck fans listening, but the
amount of copium required by those Foundation series buyers to
justify what they paid was pretty hilarious. It was quite entertaining.

Speaker 4 (03:54):
They were like, well, I mean, you add the white
interior in the thirty five hundred dollars wheels in the
power share back up, but asd it actually is not
that much of a premium.

Speaker 1 (04:04):
And I was like, would you have configured all those things? Though?

Speaker 3 (04:10):
Meanwhile, you can get pretty much the same price and
get up to four hundred and forty to almost five
hundred miles of range the GMC Sierra EV Denali one
or Edition one.

Speaker 1 (04:25):
Dude, you're not gonna believe this, but I think I
saw one of those.

Speaker 3 (04:28):
I saw one as well. I saw almost every single
EV truck. I did a mini road trip to Reno
and back again. Oh and I saw pretty much everything,
but I guess the Lord's Town and a Tello.

Speaker 1 (04:45):
That's understandable.

Speaker 3 (04:47):
But I did see the Denali. My wife was on
the phone at the time, but it was going the
other way and I pointed it, and I was very
excited by I cu't say anything because the wife was
on the phone, but I guess I was sweating slightly
profusely while staring at it. I like the designer, what
does that mean?

Speaker 2 (05:07):
Slightly perfusely, like a little?

Speaker 3 (05:10):
What was it like?

Speaker 1 (05:10):
Just a little? A lot a lot.

Speaker 2 (05:15):
That's like I like to vote for things iland myself
far center.

Speaker 1 (05:20):
Uh, I thought, this is what I'm confused about with
this article is I thought I read somewhere that GM
is moving away from the term ol tim.

Speaker 3 (05:30):
Well, maybe these people are using the word OLTM, but
it is also a hyperlink. But they are also Yeah,
they're decreasing the price for next year, but at least
for right now. It actually might be following the cyber truk.
But it's got more range than whatever that giant polygon is.

Speaker 1 (05:53):
Yeah, so at least as that range higher.

Speaker 3 (05:59):
And three hundred and fifty kill lots of uh charging potential.

Speaker 1 (06:04):
Yeah, if you find a station that works.

Speaker 3 (06:07):
And hey, they're getting there, GM.

Speaker 1 (06:12):
Pull up the I on a page.

Speaker 3 (06:14):
We're gonna say, here comes I on a that's my
that's always my rump card. New I own a company,
they're gonna be a very real jpeg. You're talking about
their most recent article. Here's the second one, and it's
still picture.

Speaker 1 (06:34):
I'm gonna say the cyber truck can also get three
hundred and fifty kilt if you find a station that
supports it, which is not likely. But it's the same
thing with the GM vehicles.

Speaker 3 (06:45):
That's the real jpeges the design of its second DC
fast charging station. Oh, here's a nice image.

Speaker 2 (06:56):
It's a little.

Speaker 1 (06:57):
Well, can I make this? The range is impress if
if you consider that the new EPA range standard for
twenty twenty four is much more strict than before. So
I think there's a very real chance that the Dnali
exceeds the EPA range estimate in real world tests.

Speaker 3 (07:17):
Oh my, with the HUMMERYV pack in it that no
one wants to confirm, I think.

Speaker 1 (07:22):
So okay, well, it's good to hear you agree with
me on that, mike, because you know what else was
tested on the more strict EPA standard, the Lucid Air Pure,
the Volkswagen ID Buzz.

Speaker 3 (07:42):
Oh now it's which is already dead.

Speaker 1 (07:52):
So if we're comparing it to older EPA tests, it
might actually be closer to what like a stand range
Model three are wise shipped with. That's all I'm saying.
That's all I'm saying. Also, it gets over two hundred kilowatts,

(08:12):
and it will soon have a supercharger access via an adapter,
and it's on a lower voltage architecture, so it can
get over two hundred kilowatts at superchargers once it does
get the adapter, and they designed it at least the
US spec I've been watching a bunch of journalists drive
around in the very area of the new US version

(08:35):
of the Buzz and the door does in fact know
if the charge flap is open and the sliding door,
so it.

Speaker 3 (08:42):
Closes itself and or stops the door. I like that.

Speaker 1 (08:47):
They heard your complaints.

Speaker 2 (08:48):
I gotta tell Brittany she did.

Speaker 1 (08:52):
The price is now my biggest problem with it, but
that's it. I put up with the range. The range
isn't great, but remember this is twenty twenty four EPA range,
so I think it'll be a more true to life
two hundred thirty mile ish range and good charging speed,
which I think is arguably more important.

Speaker 2 (09:13):
Yeah, that is that is more important.

Speaker 3 (09:16):
I was going to highlight I don't see him on
the list here for coming soon. I see Nissan, Volvo, Postar,
and Mercedes.

Speaker 2 (09:23):
Well, is Vovo and Nissan are Postar the same company?

Speaker 3 (09:27):
Yeah, but they want to delineate themselves For Tesla, I
guess very well.

Speaker 1 (09:31):
To be fair, there's only one person running all of
Tesla's charging team and website.

Speaker 2 (09:37):
And he got fired.

Speaker 1 (09:39):
And also, how do we downsize one employee by ten percent?

Speaker 3 (09:45):
I was also going to say, the only Nissan that's
coming soon is the Aria.

Speaker 1 (09:50):
So dude, why are there so many Arias everywhere?

Speaker 3 (09:54):
I don't people love it? It might be because.

Speaker 2 (09:58):
Do I have loyalty.

Speaker 3 (10:00):
We'll seeither that, or it's the fact that he pretty
nice to lease. Yeah, least it's got one sixty nine
per month for twenty four months. We all should be
buying Aria.

Speaker 1 (10:16):
That's cheaper than most of what most people pay for gasoline.

Speaker 2 (10:22):
I gotta it's cheaper than the leaf.

Speaker 1 (10:25):
What's cheaper?

Speaker 3 (10:28):
Sorry, the leaf is one seventy nine thirty six months.
I read that wrong, with my apologies thirty six.

Speaker 2 (10:34):
There we go six thousand eighty four dollars plus with
six thousand, two hundred due at signing plus six two
one nine, So you are paying out the door twelve
thousand and three. Now that's the same as a lease
that's a regular three months. Well that's what I'm saying that, Like,

(10:56):
there's nothing special about that.

Speaker 1 (10:58):
The Nissan least then.

Speaker 2 (11:01):
It's a thousand dollars.

Speaker 3 (11:03):
A lot of these figures that in which we did
not go through. But you can see there's a lot
of great lease deals with these. Even Porsche tik On
you can lease for eight hundred and ninety nine dollars
per month for thirty nine months.

Speaker 1 (11:16):
Uh oh is that good?

Speaker 3 (11:18):
Just but they indicate that, of course, a lot of
people are at leasing these things because dealers don't know
what to do and they want to.

Speaker 1 (11:29):
They're like, get them off the lot pretty much. What
do you think is causing this huge pullback and eat.

Speaker 2 (11:36):
Ev adoption, the hype die down.

Speaker 1 (11:41):
I think it's electrify America single handedly. I don't blame
it any.

Speaker 2 (11:45):
Give a real answer, don't stop it. I'm serious, I
don't I don't buy that. I don't. Well, I hope
you're not serious, because that makes no sense.

Speaker 1 (11:54):
It started with oh, there's non Tesla's out there with
good and fast charging. People bought them, people tried to
drive with them, the experience was horrible. Negative news stories
were published. The people who bought them wanted them gone
because they couldn't road trip with them, so that shot

(12:16):
down the resale value. So even the people who are
interested in buying an EV that much rather buy a
used one for half the price. And all the people
who were not interested in EV are continuing to not
be interested because if you look for negative EV stories,
EA has a plenty. They're like, oh, yeah, you want

(12:36):
some negative EV press, we'll find it for you. Here
you go.

Speaker 2 (12:40):
But I don't disagree with that element of it. I
don't know if that's the core thing, because that's that
hasn't changed. I feel like to Benestry, it might not
be one. It might not be one whole thing that
might be. It might be a bunch of little things
in that being one of them. My observation from people,
I'm living in a very tesla heavy city here. People

(13:08):
who wanted them got them, and then other people just
I'm never gonna buy any read it, or like they
they've already made up the night. The people who wanted
them have already gotten them. And if people are not
renewing after a certain time, whether they're leasing it or
they just selling off. Maybe well with Tesla, like I
can't help but always associate Tesla with Elon with Tesla,

(13:30):
and so whatever he does affects the company unfortunately, and
everybody else is like they they've already like committed to
the to the literal lane. They're going to stay. And
so you know, seeing people with with thank you, seeing
people with Ionic out here like okay, so they don't sorry,

(13:59):
they don't about electrify America. They don't care. I mean
my own personal experience just within this own city. And
remember what I saw in San Diego and now in
Wilsto in Virginia. Most people are charging at home anyway
for owners. So I don't think networks really dictated all
that people who were curious about it, if they had

(14:22):
a bad experience like that was never going to affect
like those the people who are curious about it were
never part of the number of equation of like ev
cells are growing. I think the sad reality is people
are just bored and they're like they all look the
same now, the blazer effect, as you guys always call it,
you know, I think I think there's a level of

(14:43):
boredom with reliability to those who trust the ev side
of things, like, hey, it works, looks the same. I
don't really care, just like old regular gasoline vehicles. But
the people who have doubts their my and aren't being
changed like that, And like the greater transition of mass adoption,

(15:06):
you're not gonna you can't force people to get behind
bud like this, so like we will no longer sell
gas vehicles by this, Like that doesn't do anybody any favors.
Like that's just if I was like if I'm being
told I have to do that, like I would rebel
on purpose, like no, shove it. I'm not doing that.
I'm not doing that. So people who wanted them already
got them, are already in the process of getting them.

(15:28):
People who didn't want them, we're never going to get them.
And then somewhere in between the like ah, it's not
where I would like it to be right now. I
don't like the range. I don't like how long it charges.
I don't like maybe it is the network like you
were saying, Drew, I don't like this, I don't like Elon,
I don't like my options. You know stuff like that.

Speaker 3 (15:47):
I agree with a lot of that, Randy, I think,
but not all no, yes, And is what I'm trying
to go for here much the fact that, like, there's
only so many ways you can design something until it's
either an amorphous blob just for AerR reasons, or it's

(16:11):
a giant square or toaster box that doesn't get the
best range. And what people want is something that looks
good and will take them a far distance. And so
for something like Ionic five, yeah it's a little bit
different than the modern car because it's got a very
much more digital, digital look to it. Yeah, they want

(16:32):
something a little bit more boxier or familiar, like a
BZ four X is slightly Toyota, slightly super looking in design.
So it's in their ecosystem that's what they want. And
if it's not impressive in terms of what it has
interior wise, or exterior wise or even inspects, people are

(16:54):
going to be turned off by it and go with
something else, a hybrid, something else that doesn't require as
much of a change in their life. A good example
is humans are very lazy and they also do not
like change, and so both that of being lazy and

(17:15):
not wine change those who haven't yet adopted don't really
want to adapt their life to a new product that
they have to drive around and figure out where am
I going to charge this thing? Feeling Yeah, So, I
think that's part of the problem, in which I think

(17:37):
part of the solution is a lot more education on
how easy it can be to own one, and the
lifestyle changes they have to make aren't as large as
you think, or the other ones pretty much just throwing
it to the wall and slapping solar on it, like
Aptera making it go those miles. You're making it go

(18:01):
a thousand miles and your only sacrifice is it looks
weird and it only seats two people. But at least
it nails the range argument.

Speaker 1 (18:12):
You don't need more than two people.

Speaker 2 (18:14):
Come on, what's wrong with you?

Speaker 1 (18:20):
There's always two people in the car. That's why you
only need two people to get in the hov lane.

Speaker 2 (18:24):
Not here you need three.

Speaker 1 (18:27):
That's weird, You're weird and wrong. It's usually one or
two people.

Speaker 2 (18:35):
The sage not count as a person. Get out, you
don't get you just have.

Speaker 1 (18:39):
A little jump seat for him in the Uptura.

Speaker 3 (18:41):
That sounds like a third seat.

Speaker 1 (18:44):
It's a smaller seat, but.

Speaker 2 (18:45):
Yet I hate what you've become.

Speaker 1 (18:54):
They ain't even paying me.

Speaker 2 (18:57):
Yet. Sponsored sponsorship will come along.

Speaker 3 (19:04):
And which she already did with the floor mats.

Speaker 1 (19:06):
Right. Wait what it wasn't sponsored, but they did send
them to me.

Speaker 2 (19:14):
I know what you're talking. This is not news, this
is old.

Speaker 1 (19:18):
I was about to have mats from two different companies.

Speaker 2 (19:21):
By the way, Hey, that's practical, that's that's good. That's
just good negotiating.

Speaker 3 (19:27):
Right, testing out two different brands at the same time.
That's just, in your own words, efficient.

Speaker 2 (19:34):
Boom, Mike, he's just being efficient with his testing.

Speaker 3 (19:41):
Mike, throw the efficiency argument back right at him.

Speaker 2 (19:47):
That's funny.

Speaker 3 (19:48):
That's funny, ah efficiency, Speaking of efficiency, I wanted to
get your take on this. Randy So in the aptech community,
which I'm not really in the discord, but neither of mind,
he's like a lot of people are getting annoyed by
the fact that recently a lot of the orders for
Aptara got pushed to twenty twenty six when they've been

(20:10):
targeting H two, which is second half of twenty twenty five, Okay,
And there's a lot of people getting annoyed that this
keeps the game pushed back. The reality that I think
that people aren't acknowledging is in this discord server, at

(20:30):
least semi publicly. I think Chris McCammon is the one
who talked about this, but he said the first around
sixty is what they're targeting. Units are going to be
built in twenty twenty five, and then the rest of
them twenty twenty six and later. But a lot of

(20:51):
people are thinking this delay just shows that Terra is
not holding up to their word of building all the
cars in the same year.

Speaker 2 (21:00):
Hmm.

Speaker 3 (21:01):
Maybe, or it's spelling something else for them that I'm
not seeing inherently.

Speaker 2 (21:08):
You said it keeps getting pushed. How many times has
it got pushed?

Speaker 3 (21:13):
Drew would know that figure a little bit more, probably
since he is a resident.

Speaker 1 (21:18):
Expert, to be precise.

Speaker 3 (21:21):
Many times, that's pretty precise.

Speaker 2 (21:29):
It's too late, I can get.

Speaker 1 (21:33):
It's definitely been delayed, that's for sure. There were times
where I think they originally said it would deliver in
twenty twenty two. Obviously that didn't happen. I'm willing to
excuse it more because they're so small, Like I think
a lot of people forget that there's like fifty people
at this company in total, and they're spending a fraction
of what these other big startups spend. So the upside

(21:58):
of that is when you're spending so little, you don't
have to build that much to break even. The downside
of that is you don't have a lot of funding
at any given time, so you move particularly slowly. It
becomes harder to hit timelines and hit goals. Because I'm
pretty sure the p I two builds that we're seeing

(22:19):
posted on Twitter right now are being hand assembled by
the CEOs. You know you're not going to have that,
But I don't think r J was putting together the
R three x Nike you for Wow, Yeah, tell r J.
I'm excited for the new James gunn movie to come.

Speaker 3 (22:42):
But Creature Commanders, what the hell that Superman?

Speaker 1 (22:52):
So AnyWho, It's a downside for sure, But I think
peopeople are forgetting that there's context here. This is not
the same company as a Tesla or a Rivian or
Elucid that's burning billions of dollars a month.

Speaker 2 (23:10):
You're too close to You're too close. You're too close
the forest through the trees. You can't see the forest
through the trees. Mike asked me this question because I'm
I'm I'm tell I'm talking about forests. I wish I

(23:31):
could click you out, you out, I want to cook
you out.

Speaker 1 (23:35):
Look at these parts this production.

Speaker 2 (23:40):
I am looking. I I am the mic in this situation.
When it comes to the way Mike is about tech,
I represent the every man. I can understand context. Be damned.
It does not matter if if perception is reality for

(24:03):
this type of stuff. When we're all working in a
futuristic industry like EVS and trying to push towards the
future of it, they don't care about context. Show me
the product. And if what you're saying is that all
these delays have kept happening, then I do understand the frustration. However,

(24:23):
I don't really necessarily care because the way I see it,
for any American based EV company that is in the game,
they have until twenty thirty according to the government, even
though these guys aren't making gas vehicles. In my mind,
when a when an official agency, a government agency comes
down and says twenty thirty, that's when we're having EVS,

(24:46):
boots on the ground, batteries on the ground going. In
my mind, everybody got it don't matter. I don't matter
that tests have been releasing vehicles since twenty thirteen, you know,
like everybody got till twenty thirty, So dude, what you
gotta do with that time? So if it's delayed till
twenty twenty six, in my head, I'm like, well, it's
before twenty thirty, which I would want a company that's

(25:09):
not big like app Tarra or Canoe or whoever, never
mind any investors, even Rivian, I would want all of
them to be sink or swim. Twenty thirty. In my mind,
that's the cut off date for any in all vehicles,
legacy automobile makers or new startups. They all have un

(25:33):
till twenty thirty, and then after that the cards flaw
where they fall, and that's where it's at. So for
app Tarra specifically, I mean, I would rather they get
it right the first time, don't rush it. They haven't
rushed it yet, So if you've been in the community
this long, you know what they're about. They haven't gone
public for a reason, Like they're being very careful about this.

(25:53):
I respect that approached so much because it shows that
they're taking it seriously. They're not looking for a buyout.
They maybe they wouldn't mind if somebody partnered with them,
but they're not. They're not dependent on that. They're like,
we will do it at our at our scale, at
our pace, and what will be will be. So anybody
in that terror community, if they're getting frustrated, like, this
is what you sign up for as an early adopter.

(26:14):
These are the hurdles we have to struggle with. We
don't have FSD yet, we're still technically in beta. We
don't have but ah, we don't have so much of
the future that has been shown to us, and this
is what we agree to as early adopters. So for
that specific community, calm down with that. I get it.

(26:37):
Like if you've been waiting this long and you're itching
for it, you know, if it's a refundable deposit, then
really calm down. And if somebody else comes along Tello
Canoe whoever, and they and they launched before that, and
you're like, ooh, that's neat and new and different looking,
I'll get behind that. But all the same, like we're

(26:58):
you know, we're we're we are waiting in line before
a black a Black Friday cell like we are. It's
not time yet, you're at the pre order line to
pick up day one and iPhone at an Apple store.
It's not time yet, so I get getting excited and
until they get the passion, But like, let's be realistic

(27:19):
about the bigger curve of where we're at for a
US based company trying to do EVS my brain twenty thirty.

Speaker 1 (27:29):
How about you, Mike.

Speaker 3 (27:32):
I'm as an engineer, I'm willing to give them the
benefit of the doubt. But in terms of some of
the announcements that they make or the forward looking statements,
I think a lot more not politically charged in this term,
but conservatism is what we use in the engineering industry.
Is building in a bit more headroom into your claims

(27:56):
is probably the wisest decision to make, and which I
get that there's forecasts that you make and it turns
out that wasn't accurate, but it is. It does leave
a sour taste in the mouth when a company comes
out and says it's going to be ready in like
a year or a year and a half, and year

(28:16):
and a half passes and there's still what seems to
be in the same position. So I get the frustration.
It makes total sense to me, but I think a
lot of the current uproar on at least the most
recent details to come out with when they're actually building
these things with the more quote unquote accurate statement might

(28:41):
be blown out of proportions just by hurt feelings overpast words,
but I don't disregard them because it is frustrating, especially
as whatever Drew Breath brought this up back in I
don't know, twenty twenty one, whenever I started going on
the ev podcast or whatever, APTERA finally came on the

(29:01):
radar back again, and then I put in a pre order,
thinking this sounds amazing. The price is unreal. I could
definitely see this as commuting vehicle. Now it's like two
or three years later, still waiting, but they can take
their time. It's just there's an expectation to be set

(29:21):
and it is quite annoying when a company does not
adhere to it. So I understand it.

Speaker 1 (29:31):
Yeah, that's fair. It's been a very long wait, and
I'm sure it's an even longer wait for the investors
who are kind of expecting to see some movement on
their investment. A lot of people I've talked to in
the past week that were very upset by the delay
were pretty high up accelerators on the leaderboard. So I

(29:52):
hear you. I mean, I'm not invested myself, but I
could totally get why they'd be ticked off. But one
thing that I will say is different about af Terra
situation versus Tesla's. You know, a lot of people compare
the two because it's like FSD you said, next year,
next year keeps getting pushed back. Is that with Tesla

(30:15):
or waiting on the cyber trucker waiting on the roadster.
We see Tesla putting a lot of time and attention
on other things while simultaneously talking about, yeah, but we're
gonna do this, but we're gonna do this, and it's
like you haven't finished the last thing you talked about doing.
In fact, I don't know if there's been much development
of progress on the roadster since it was unveiled. I

(30:39):
get it that that's not as important for the business
and they got bigger fish to fry, YadA, YadA, YadA.
But you know, now we got some humanoid robots. Okay, cool, interesting,
show me where that goes. But also we haven't figured
out the robotaxi thing yet. That's still hypothetically the reason
I laughed when Randy said full self was because literally

(31:02):
right as he mentioned that, oh Ring his little spiel,
I got a complimentary thirty days. Wow, So they're sending
out this email. I also found out about it through
x and it says at our we Robot event, we

(31:22):
invagled the future of autonomy. Now you can experience a
part of the future for the next thirty days. So
I vowed to myself I would never pay for FSD again,
and yet it seems like they're just handing it out
for free now.

Speaker 3 (31:37):
So it's the Apple TV Plus situation. Oliver again, you're
getting it.

Speaker 1 (31:43):
I might have to use my referral credits on it,
if I'm being honest, It might get to that point. Really, Yeah,
the referrals stupid. You can't use it on anything subscription based.

Speaker 2 (31:58):
Are we talking about Tesla? Yeah, you can't use it
on premium connectivity. Mm hmm.

Speaker 3 (32:07):
That's false.

Speaker 1 (32:09):
You can with the credits. You can't with the new system.

Speaker 3 (32:13):
That's what you're saying with the new system. Okay, Yeah,
I was gonna say with the credits. With the new system,
you're kind of limited to you buy stuff in the
Tesla shop.

Speaker 1 (32:22):
You can pay for service prood. You can put it
towards a new car. You can use it to pay
for charging. I don't need to do that for a while,
but still I was like, what's going to happen? I
don't even want FSD, and I might have to buy
it otherwise the credits will expire, because the only other

(32:42):
option is either my car has problems and I take
it in for service, which I am by the way,
because the windshield is cracked and the crack is growing.
It's very bad.

Speaker 2 (32:52):
Oh you're having bad days, Drew.

Speaker 1 (32:55):
Yeah, going, you can't imagine what it's like to be
a father.

Speaker 3 (33:05):
True, I didn't know that. You want to announce that
here right.

Speaker 2 (33:07):
Now to a Model three.

Speaker 1 (33:16):
Correct, It's actually been there for so long now I'm
starting to get used to it. It's getting bad. That's
nicely driving around with I'm like this is a nice
Oh wait, yeah yeah, but I'm thankful because if you
recall my last time Nick was on he's on Hardware
three and he got actually smart Summon and twelve dot

(33:37):
five the day after my free ninety days expired. It
was like right after and I was like, now I've
got a road trip down to Aptera in the next
couple of weeks. So FSD on the road trip and
you're not taking you can come if you want.

Speaker 3 (33:58):
You never invited me, were you looking at?

Speaker 1 (34:02):
I just gotta have a place for you to sleep
because I'm sleeping on my uncle's floor.

Speaker 3 (34:06):
I can sleep below the floor.

Speaker 2 (34:09):
Oh he's gonna be dead. Oh he did, Oh he did.

Speaker 1 (34:15):
But to Randy's point, saying twenty thirty is really the cutoff,
you don't You're not concerned about the Apturah losing demand
to a hypothetical drivable cyber cab.

Speaker 5 (34:29):
No, no, jeez, I love how similar these two vehicles are.

Speaker 2 (34:45):
I don't.

Speaker 1 (34:51):
I just I want this to be a product segment.
I would be very interested in either of these, Tamar.

Speaker 2 (35:00):
But yeah, I don't. I don't trust it. I just
don't trust it.

Speaker 1 (35:07):
Which would you rather have if either was free in
being offered to you and you can't sell it, don't
do the money thing, just if you were going to
have one as a secondary vehicle for commuting purpose.

Speaker 2 (35:17):
I understand the assignment, like, I'm not going to sell.
I'm not going to give you a loophole instead of
for twice the price, and then I'll be able to.

Speaker 1 (35:30):
I'll trade all like ours in for one Ultra Marine Rivian.

Speaker 2 (35:35):
I'm gonna buy a lot of iPhone sixteens.

Speaker 1 (35:39):
Could you trade in both your Tesla's for a Rivian?
But Brandy, is that possible? I don't think you could.

Speaker 2 (35:46):
I doubt it. Yeah, I doubt it. I really do.

Speaker 1 (35:48):
I valuable. Oh and it's not overpriced.

Speaker 2 (35:52):
So question about the between the two? Am I getting
that as the robo version or as a steering wheel
like I can actually operate it?

Speaker 6 (36:04):
No?

Speaker 1 (36:04):
No, no, We're saying drivable to keep it fair, to
keep it even between the two. So the speculation a
lot of Tesla investors have is that, you know, Tesla
in the shareholder deck has mentioned that they have more
affordable models coming in the first half of twenty twenty five,
but that's all they'll say. They won't say if they're
a variant of the three or why. So a lot
of people think to avoid Osbourne, they are just going

(36:27):
to ship one of these cars with a steering wheel
and pedals so that they can ramp up production of
that and sell it to individuals, and then when the
software is ready, it won't but when it's ready, they
can just rip out the steering wheel and pedals, because
it's all steerby wire by wire anyway. But that's the plan.
I'm okay with dangling the carrot in front of elon

(36:49):
if it means we get this with a steering wheel.

Speaker 2 (36:51):
But I will get I would choose the Tesla then
over Aptera.

Speaker 3 (36:56):
Shame, shame on you.

Speaker 2 (36:58):
I would chose.

Speaker 1 (36:59):
I would any way. You're wrong.

Speaker 2 (37:04):
Listen here you wait? Oh man, I wish my cat.
I I would. Where's the Alex Jones? What? What is
your problem?

Speaker 3 (37:13):
I have that queue up after that one.

Speaker 1 (37:16):
I can't wait to tell you how wrong you are.
Go ahead, me too. Okay, let's be objective about this.

Speaker 2 (37:27):
First of all, I wait, all right, the sellouts, ladies
and gentlemen there, yeah, yeah, these sellouts, all of them.

Speaker 1 (37:42):
All I'm saying is the CEO of Tesla never bought
me dinner.

Speaker 2 (37:50):
He's not wrong, because that's just how hospitable we are
down in San Diego. You're not there, boy, it's in
my blood. Check my check my area code. It's still
six one nine.

Speaker 1 (38:07):
I thought you were gonna say check me.

Speaker 3 (38:11):
I was gonna say, catch me outside. How about that?

Speaker 2 (38:13):
About that? All right? At Tara one and two thing
one and.

Speaker 1 (38:16):
Tell me why you want the painted gold wheels.

Speaker 3 (38:21):
Literally the tread is painted gold. Here say just crying, Yeah,
because you made the wrong choice.

Speaker 1 (38:30):
Probably perhaps I should have treated you.

Speaker 2 (38:39):
Okay, all right, I'm back between the two. I don't
trust the design for what I'm looking at, by the way,
so that that's all fake. It's it's it's it's just
a coding on that that's not real. I would take
the Tesla one because Tesla you can buy a Tesla
right now, you can use it, you can use the

(39:02):
network right now, and ultimately, uh, politics, society, or whatever
the case may be. I trust Tesla's battery and they
are the most established that they've proven that if they
do ship the product, because in your scenario, both of
them are accessible, it's going to stay pretty close to

(39:23):
looking like that. So I know that's what's going to
look like. And if anybody can make this weird thing work,
it's them. Uh, that's why, that's why they're on top.
If anybody can make it work, it's them. So what
what little left of Tesla fanboys am I have in me?
Comes out comes out when it when you're pairing me

(39:44):
up against Yeah, what little left is look at the
track record. Both companies delay things.

Speaker 1 (39:52):
But that's going to stay pretty close at the same.

Speaker 2 (39:59):
They they've they've they've met too late. I will. I mean,
we don't got a roadster, we don't got we don't
got any of those things. But for what it's worth,
for what it is, even if they're late behind schedule,
they made it with the cyber truck. They made it
with the model. Why they beat expectations with the model?

Speaker 1 (40:19):
Why?

Speaker 2 (40:20):
And uh? If anybody has confidence in any of the
any of the two actually happening, then I would put
my money behind Tesla. But your question is which one
would I take for free? And if they're both accessible,
I would take that one because I could put my
family in it. Not I can't put my family in

(40:40):
the Aptara. Something would always have to compromise because that's
a two seater. That's a yeah, but you can jerry
rig some stuff to make it fit in the back.

Speaker 3 (40:54):
You back here that has a divider wall.

Speaker 2 (40:58):
That's going to go down, that's gonna go down the
same way it can go down on a model. Why
that's good? You can except I trust Tesla. They have
the history behind their their their battery the Performance.

Speaker 1 (41:13):
Gets screen fixed, and by the way, on a completely
unrelated note, I'm just to.

Speaker 3 (41:19):
Win over the fact that he's got more problems with
that thing.

Speaker 2 (41:21):
But yeah, yes, fixed, Yeah, okay, good they fixed it
zero zero cost for it, which was I thought we
would have to pay something, but we don't. They fixed
all that stuff. So the model Why is back to
being then it's close to being my favorite car we've had.

(41:42):
I alternate between that and the three I liked. I
liked the profile of the three, but the Why is
just so much more room here. The app Terra, I
don't I don't know enough. I've never got to sit
in one. I've never gotten to test drive it. I
don't know it the way you guys know it.

Speaker 3 (42:00):
I don't trust apparently going to seat in a couple
of weeks. You can visit the Mayor.

Speaker 1 (42:04):
You haven't sat in either of them, to be fair,
but no, but.

Speaker 2 (42:07):
That we we they're going to use most of the
same parts for this one.

Speaker 3 (42:12):
Those seats are not the same as anything else either.

Speaker 2 (42:15):
Were the prototype fake images of the cyber truck, and
we're fine, everything's fine.

Speaker 1 (42:21):
They were different though, knowing knowing Tesla, this thing's going
to be more expensive with less range. By the way,
there's no charge portal.

Speaker 2 (42:30):
I don't care. I don't have to pay for it.
That was the terms.

Speaker 3 (42:32):
You need to get a whole new charging system with
this thing.

Speaker 2 (42:36):
Now they I don't.

Speaker 3 (42:38):
This thing comes with what will you already have in
your garage.

Speaker 1 (42:45):
Charges itself?

Speaker 2 (42:46):
I can't make that's too small for my use case.

Speaker 3 (42:50):
This is this is too small.

Speaker 2 (42:52):
Yes, not enough seats. I can knock down that wall
back there and make some stuff.

Speaker 1 (42:59):
If you knock down the wall, it's the same as
the up there exactly.

Speaker 2 (43:02):
So you have more headspace back there. You have more
room to load up stuff, even if it was just me.
Even if it was just me, I have more room
just with that back back there to load things up
than I could with the appta mm hmm.

Speaker 1 (43:19):
I think some forced perspective is messing with you.

Speaker 3 (43:23):
Yeah. Maybe, But this thing is a lot more sloped,
so you're not gonna get his best head room in it,
probably compared to this thing. But do you really trust me?

Speaker 1 (43:36):
But this is a lot smaller.

Speaker 2 (43:38):
It's my point, Okay, It's it's about It's about your
dimensions inside the cabin that you can work with, right,
Like that there's a significant difference between a Model Y
and a Model three, even though they're not that much
different from what you're looking at, but there is so
much more room in a Model Y by design, Like

(44:00):
by design, this is like the perfect blend of the three,
and the.

Speaker 3 (44:03):
Why like that it is that the blessed three and
the why.

Speaker 2 (44:07):
That's that could theoretically be that could theoretically be the
best selling uh tesla if they actually make it for consumers,
steering wheel and all that. Yeah, that for the price
for Yes, if we have to take everything at face value,

(44:27):
for the price that they're saying, that would be the
best selling.

Speaker 1 (44:32):
Mm hmmm.

Speaker 3 (44:33):
I don't know if they never said anything about putting
a steering wheel on this thing.

Speaker 2 (44:37):
So no, but we were that.

Speaker 1 (44:39):
The I'm saying the price they said was under thirty
k yes, or around thirty this is what they said,
like not substantially cheaper than a Model three, which would
have longer range, faster charging in five seats. And that's
not even mentioning the why is the best seller?

Speaker 2 (44:58):
Yes, but people they're they're you're taking the best of
both of those models and you're putting it in this one.
I can't believe you guys have me defending Tesla like this?
How dare you?

Speaker 1 (45:07):
I know?

Speaker 3 (45:08):
I'm shocked just because you're not even defending the thing
that's built in the place that you love, and you
you abandoned it. I guess you're going to abandon this thing.

Speaker 2 (45:17):
According to you, Mike, I'm not there anymore, so why
should I care?

Speaker 3 (45:20):
Oh so, now you're gonna admit it all right?

Speaker 2 (45:22):
Never mind the property I owned, the family, I have memories.
This is the area code of.

Speaker 3 (45:29):
My phone memories.

Speaker 1 (45:32):
Texas company Texas the company, Yehaw partner. Ugh, No, why
do you think they sells the three Randy?

Speaker 2 (45:45):
Well, because the crossovers are the most popular build.

Speaker 1 (45:50):
That's why the cyber cab wouldn't that? So the why
or the three? Probably? Uh? It's also going to be
fairly low range. I think you forget that.

Speaker 2 (46:02):
Do we know what the range is on that thing?

Speaker 1 (46:05):
The engineers did some wink winks with top gear.

Speaker 2 (46:07):
What's the wink wink? They said, because I have no idea.

Speaker 1 (46:13):
Around two hundred less than the bulks wat wait.

Speaker 2 (46:21):
Wait wait wait wait wait le around two hundred give
or take. How is this with its We're not playing
the game anymore, And I just got questions, how is that?
How is that supposed to work with this capacity? If
it's supposed to be driving around all day and it
doesn't have fast charging at a superchargey because its got
some inductive charging, how is that supposed to make the

(46:43):
math math? How does that work?

Speaker 1 (46:46):
I think the logic is to make it as lightweight
and as small and as cheap as possible because it's
intended for the vast majority of uber lyft rides, which
are usually one to two people, and by keeping the
battery pack small, also because they know they're going to
be running twenty four to seven all day for months
and months at a time. I don't believe any of this,

(47:07):
by the way, I'm just telling you the vision. But
the vision, the vision is this thing is running twenty
four hours a day for months and months at a time.
So you need high cycle life, which is why they
wouldn't use nickel manganese cobalt chemistry. They probably use LFP
and estimating from their numbers, which were five and a
half miles per kilo, what hour that thing would be

(47:27):
like a thirty five kilo an hour pack.

Speaker 2 (47:30):
And so we buy, we own this to send it
off to work for twenty four hours.

Speaker 1 (47:37):
I mean that's what they think the dream diss pyramid scheme.
It is, It very much is. But my my point
is Eylon is a crazy mastermind genius, and there's certain
things he's really smart about. Other things he's not as
smart about. But one of the things I think he's
really smart about is figuring out like how to scam

(48:01):
a no. What he's trying to figure out is like,
how do we bypass the car market entirely? Because ultimately
no If on a more real personal note, I don't
think he's an even man who's just trying to get rich.
There's much easier ways to get rich than what he's doing.

(48:21):
What he's doing, I mean, he wouldn't if you. Yeah.
What he's thinking is that the missions to Mars to
colonize Mars are going to be very expensive. Even if
they drastically reduce the cost of Payla to orbit by
a thousand x, it's still going to cost trillions of dollars.

(48:41):
The only way he's going to be able to get
trillions of dollars to ship people to Mars is if
he has a bunch of shares in the most valuable
company on Earth. So he's thinking, how do I utilize
the assets of Tesla as a brand to create insane value?
And they just know that the margins aren't there in
the car market. You can't justify it to million dollar
market cap by making one thousand bucks on a car

(49:03):
that you sell five million of. That's just there's not
enough money there. So he's thinking, we need to leapfrog
the car market by making an autonomous vehicle that is
driving all day, every day, that can replace five vehicles
and it gives you your time back because now you
don't have to drive. So I'm okay with the concept
of Tesla's a company dangling the carrot, which is Robotaxi

(49:24):
in front of Elon if it means we get closer
to a cheaper, more efficient, drivable vehicle, and we have
some very manipulative executives that the company goes, yeah, we
totally believe you, Elon. We totally believe that this is
all going to happen and come true. But while we're
waiting for regulatory approval, when we're waiting for the laws

(49:46):
to change, we just you know, just slap a steering
wheel of pedals in there.

Speaker 4 (49:50):
Just sell it as is.

Speaker 1 (49:52):
That way, we can iron out the assembly line, get
the kinks out, and then once regulatory approval is ready,
we just snatch that steer wheel out of there and boom.
You've now got a fully ramped, mass volume production Robotaxi
and you flood the market with them.

Speaker 2 (50:07):
Sound good.

Speaker 1 (50:08):
In the back of your head, you're thinking that's not
gonna happen. But in the short term, we get the
vehicles out, deliver them with mirrors, steering wheel pedals. But
in order for that carrot dangling to work, we need
to have as similar parts between the Robotaxi and the
driveable cyber cab as possible, which I think means probably

(50:32):
not a huge battery pack. It's not gonna have a
ton of it probably won't have a ton of storage space.
Like there's no fronk because it's probably front wheel drive.
It's a very low powered motor, very basic motor, because
it's not a performance vehicle. It's probably the first Tesla
that's not designed to be quick. It's just meant to
be smooth, simple and efficient. So everything's on the screen,

(50:53):
there's no door handle anywhere. You got to do it
through the mobile app because they're like, ah, who cares
if people don't like that in their day to day ownership,
because it's gonna be a taxi soon, and you just
keep dangling that carrot. So the consequence of that is
you might end up living with a vehicle that was
intended to be autonomous.

Speaker 2 (51:12):
That isn't kind of like my Model three.

Speaker 1 (51:16):
Similar but even worse. Slower, less range, less charging, less comfortable,
less buttons, less buttons than a three, if you.

Speaker 2 (51:25):
Can believe, I can't.

Speaker 3 (51:27):
Is the bench even adjustable?

Speaker 1 (51:29):
Right? I don't know those seats? Yeah, probably not, So
you're gonna have to go the.

Speaker 3 (51:34):
Oknness what cars? It is a Miata where only the
steering wheel moves.

Speaker 1 (51:41):
It might be that basic, yeah, I mean the steering
wheel might be like Fisher Price.

Speaker 2 (51:50):
By my son would love it.

Speaker 1 (51:56):
Look at that this is your son's first car.

Speaker 2 (52:01):
I I am so against this future with Tesla. I
just I don't align with.

Speaker 1 (52:08):
That at all. So why did you choose it then?

Speaker 2 (52:13):
Because I think that would honestly, I again, it goes
back to the I trust the battery. If I had
to pick one, they're both free. I'm keeping it one
less app I have to download. It's one more thing.
That the laziest way of saying, I mean, why why

(52:33):
do I give a like I'm not I didn't drop
this one.

Speaker 1 (52:36):
Charges itself off of sunlight.

Speaker 3 (52:39):
That's my biggest selling point on this thing.

Speaker 2 (52:41):
I I don't know. I I've I have a an
element of skepticism with app Tara as a whole, like
with this thing.

Speaker 3 (52:56):
I'm paranoid.

Speaker 2 (52:57):
I've been burned too many times. I I don't want
to believe. I will believe either one of them when
I see it. I don't trust ROBOTAXI and I don't
think this thing's coming out in twenty twenty six, which
is fine, you know, twenty thirty for me. So when
I'm when I'm in my forties and i'm you know,
halfway through my life, on my deathbed, you know, I

(53:18):
then I'll move back to you know, I'll move back
to using like a gas vehicle or something. Because everything
blew up, everything went wrong. They canceled all the rebates.
There's no more incentives.

Speaker 3 (53:33):
I turned off the battery.

Speaker 2 (53:35):
AI Cybernigne systems came online Sky and that came out
mind the incentive.

Speaker 1 (53:40):
So you're good.

Speaker 2 (53:43):
I I don't know, I'm very I'm very worried that,
going back to the previous conversation we had with this,
that like, I'm very worried that now that the hype
is slowing down, that this is just another iteration of
evs that was like it had its moment dying down,
and it will have another like things go like this,

(54:04):
and it'll have another one, a bigger one for a
little bit, then it'll die down. And I'm worried that
companies are gonna cut corners. They're not gonna fully commit,
They're gonna make cheap products, which they're not going to
be in some advice to use or do, which means
consumers are not going to want to buy those things,
and then it hurts the EV community things like a Tesla, Rivian, Apta,

(54:26):
you name it, whatever it I'm I'm worried that all
this future talk with autonomous this and blah blah blah,
that we've lost sight of just the core fundamentals why
like just make a really kick ass products, sell it
for as cheap as you can, for as best as

(54:48):
you can, and then make it. It's not out yet,
it's not I can't commit to it. It's not out yet,
and it's a two one. I don't care you made
me choose. I chose the one I already I've owned
for five years. So I went with the one. I know.

Speaker 1 (55:03):
It's not the same car, but it's the one I know.

Speaker 2 (55:06):
I trust it more than the other one that's not out.
I don't care about that one, and this one's not
out either. I don't care about the dude. Done sold
next I changed. I regret my choice everything.

Speaker 7 (55:25):
Okay, we found it. We found the car play to
rights rights man. Okay, I'm telling you right now, I'm
back on car play.

Speaker 2 (55:37):
I hate the the these proprietary you. I hate them
so much. It steers me wrong all the time. It
does not acknowledge that there's construction happening. But you know
what does every time open up Apple Maps, it works.
Anything that has Apple Maps, like I I will go

(55:57):
behind that. Yeah, there you go. Next time, make it.

Speaker 3 (56:00):
Don't make it so simple.

Speaker 2 (56:01):
Next time, just talk about a car play. I'll go
with car plat yeh done.

Speaker 3 (56:04):
Mine physically steers me wrong to work every day.

Speaker 1 (56:09):
I can't wait.

Speaker 2 (56:09):
I still haven't fixed my dash cam for the Model three,
so I haven't used FSD in like over ninety days.
I've never felt happier.

Speaker 3 (56:19):
I'm having funny.

Speaker 1 (56:21):
You bought FSD and I didn't, and yet I'm gonna
have it for the next thirty days and you won't.

Speaker 3 (56:26):
I already before. You already did that before or earlier.

Speaker 2 (56:31):
Hey, if we get that same promo email that you
got Drew for the model, why, I'll test it for
the Why I'll have I'll have fun trying it, but
I'll never do it with Sage in the car. I
just won't. I can't scary.

Speaker 3 (56:44):
Can you even drive the y right now? Randy?

Speaker 2 (56:46):
Yeah?

Speaker 3 (56:48):
What was the car that we didn't get into? What
happened recently with your car?

Speaker 1 (56:54):
Oh?

Speaker 2 (56:57):
That was the model?

Speaker 1 (56:58):
Why?

Speaker 3 (57:00):
How am I in the know when you just realized this?

Speaker 2 (57:03):
I thought you were talking about the display.

Speaker 3 (57:05):
No, I'm talking about that. Yeah, So Drew Drew Cracktice
getting screwed.

Speaker 2 (57:10):
I literally, oh got screwed as Drew was photo as
Drew was complaining about crack the windshields. I my PSI
went from thirty seven to four in less than thirty seconds.

Speaker 3 (57:25):
That's pretty quick, Pretty quick.

Speaker 1 (57:29):
Dude, that I hit that pothole. It went to zero
in one second.

Speaker 3 (57:35):
It was amazing quickest acceleration in the slowest acceleration.

Speaker 2 (57:41):
Dude, we had to pay a whole new set of
tires and each towe for up each tire for a performance,
we had to pay for a whole new set because
if we just replaced that one, the tread is too
different for the other ones, and it was Is.

Speaker 1 (58:00):
It a staggered set up on the Performance?

Speaker 3 (58:03):
Yes, you're right, that does bigger and witer.

Speaker 1 (58:08):
You know what doesn't have a staggered layout.

Speaker 2 (58:11):
If you say a Tara, I'm gonna spit in your coffee.

Speaker 3 (58:14):
You know what does have a staggered layout.

Speaker 2 (58:18):
I don't care. I don't care. I will keep cursing
and give you more work. I don't care.

Speaker 1 (58:23):
All I'm saying is.

Speaker 2 (58:26):
Shut up. He's your friend.

Speaker 1 (58:28):
I don't even if you had to replace all the tires,
the Aptera would be cheaper because there's three and they're.

Speaker 2 (58:35):
Smaller, and I do not care.

Speaker 1 (58:41):
Car play Carl one care.

Speaker 2 (58:48):
One care, Tello ab Tara Vovo whoever?

Speaker 1 (58:55):
I love, I.

Speaker 2 (58:57):
Man the perfect small truck that just I can't Mike
introducing me to Tello was the greatest It's okay.

Speaker 3 (59:07):
Freaking when am I game my merch drew breaking out
all the Merchan's got the hat.

Speaker 2 (59:14):
Drew is a NASCAR driver with all his logo sponsor.

Speaker 3 (59:18):
Drew wears many hats at this company.

Speaker 1 (59:23):
Just one.

Speaker 3 (59:26):
I'm gonna say this on air. I want tell merchandise
come on Tello in which you are the ambassador for
them here, So come on, Drew. I get it, it's
early days. I want some Tellow stickers. At least.

Speaker 1 (59:44):
When am I coming down next, I have some. I
can give you them.

Speaker 3 (59:47):
Excuse me, you've had these and you've been my car
right now? Scream from the background. Louise heard and she
screamed as she.

Speaker 2 (01:00:06):
Found Is everything okay? Over there?

Speaker 1 (01:00:15):
Probably probably watch.

Speaker 3 (01:00:20):
We have a cry. We've got Louise scream. I were
just waiting for something on my end.

Speaker 2 (01:00:26):
No, please don't. You can't afford.

Speaker 3 (01:00:29):
You can't afford I can't afford anything. So Randy, I
guess we didn't finish the story.

Speaker 2 (01:00:33):
So I got I had to replace all four an
unlike model three or regular not performance vehicle. They're not
like one hundred dollars at tire, They're like closer to three.
There are three something attire and I looked, I looked
at my wife. I was like, so I still want
to get U still proud about this performance purchase that

(01:00:55):
you were so adamant about. Oh, Randy, so I live
in the basement now.

Speaker 3 (01:01:02):
I was gonna say, that's one way.

Speaker 1 (01:01:05):
You're tired of sleeping.

Speaker 2 (01:01:07):
Yeah, my life was too good. I'm like Elon, I
thrive on chaos. I get off on it or something. Dude.
But you know what the problem is, because like, I'm
the one who hit that. I hit something, but that's
not true. I didn't Eve hit it. This road construction.
You hit it.

Speaker 1 (01:01:26):
And then you asked her she was regretting.

Speaker 2 (01:01:28):
Yeah, yeah, yeah it was me. I'm the reason why
there's a tire because I drive it.

Speaker 1 (01:01:33):
You you hold onto that woman, and you hold on tight, Randy.
She is a keeper.

Speaker 2 (01:01:38):
I got her for at least another seventeen years, so
you know I got It's crazy, man, you gotta keep
it interesting somehow. I've been with her since twenty thirteen.

Speaker 1 (01:01:48):
That is a forgiving wife.

Speaker 2 (01:01:50):
Oh you have no idea, yep. And I'm me. I'm like,
I wonder how much further does this elastic bands stretch?
I wonder, I wonder, oh it pops? So yeah, so
the all tires got replaced, but we are selling the
other three on like Facebook, marketplace or something. We're gonna

(01:02:14):
sell the other three.

Speaker 1 (01:02:15):
For some reason, I thought you meant you were selling
the Model three when I heard that.

Speaker 2 (01:02:18):
No, we're selling the other three, not Model We're we're
selling the Model three.

Speaker 4 (01:02:26):
Yeah.

Speaker 2 (01:02:27):
So yeah, my my screen went out on the Model
Why we got a pop tire on the Model y
So I'm selling the Model three so I can.

Speaker 1 (01:02:33):
Afford my working vehicles.

Speaker 2 (01:02:39):
So we can afford the the upkeep of the Model
Why this.

Speaker 1 (01:02:45):
Is an unrelated story. I'm sorry about your tire though.
That's that sucks.

Speaker 3 (01:02:50):
That's a very tiring experience.

Speaker 2 (01:02:55):
Mike is gonna make a great dad. One day that
was that was top tier. That's a and I should
have came.

Speaker 1 (01:03:00):
I'm already yeah, but for it. I was editing a
video about the cyber truck and I pulled up the
old specs because I was talking about how if you recall,
maybe I remember more vividly because we were all talking
about it at the time. But when the cyber truck
was first unveiled, the design was not very loved at all, right,

(01:03:25):
but it was the specs. Everyone loved the specs. YEP
and Tesla basically pulled a here comes the airplane, and
they got us to fall in love with the design
by promising those amazing specs, only to last second have
none of those specs. But by the time it came out,
it was like, Oh, I guess the design's pretty cool though,

(01:03:47):
because I've been staring at it drooling for five years.
But I pulled up the old specs off the old
configurator before they changed everything, and I laughed so hard
when I read Full Self Driving ten thousand dollars. Adding
it to your order now secures its price as it

(01:04:07):
increases over time. And I was like, do you think
they honor that if your order comes up you have
to pay more for FSD because you don't do it, folks.
Foundation series is over. You can just order it all

(01:04:28):
over again.

Speaker 2 (01:04:29):
Now we still haven't got our refund or one hundred
dollars back.

Speaker 1 (01:04:35):
Yeah, Nick lost all of it. I think, Oh my god,
lost like six hundred bucks because the credit card he
used to order them expired. That was a genius move
on Tesla's part. It's a refundable deposit waits till the
cards expired. All right, your.

Speaker 2 (01:04:54):
Card's what's Oh, it's it's like jen one type of
memes where it's like, uh, made six different deposits, didn't matter,
you know, you.

Speaker 4 (01:05:10):
Know un locked in my FSD.

Speaker 2 (01:05:15):
Oh.

Speaker 1 (01:05:16):
I saw people saying that in the comments. When I
was like, hey, that on foundation is out, they were like, well, Drew,
you were wrong. Look they're honoring the FSD price. And
I'm like, yeah, so you say one thousand bucks, what's
d and the truck costs thirty thousand dollars more than
they said.

Speaker 2 (01:05:32):
I think the meme is called like bad luck Brandon
or bad luck bad luck Brian. You need you need
a like a not not so fortunate Nick or something.

Speaker 1 (01:05:41):
Like that of him, Like, no, he is fortunate. He
got that used Model three. That was an insanely good
deal that made up for all the losses with the
cyber truck order.

Speaker 2 (01:05:51):
That's fair, that's fair.

Speaker 1 (01:05:53):
I'm still mad at him about that.

Speaker 2 (01:05:56):
I'm sure he'll get over it. I'm sure you'll find
a way to sleep tonight. You'll find some way to
make it right. No. But yeah, what's interesting because I'm
looking at the old configurator here. This this was such
a too good to be true moment, even in twenty nineteen,

(01:06:18):
thinking that a single motor truck would be forty thousand.
I was like, there's no way, but I remember that's
why people were throwing money. I was like, well, let's
find out, we'll get our money back. But just look
looking at just the simplicity of like, there's no you know, oh,
single dual try motor and forty thousand, fifty thousand, seventy thousand, and.

Speaker 1 (01:06:45):
We'd be lucky to get anyone for seventy thousand.

Speaker 2 (01:06:48):
Now, dude, like a tri motor for seventy thousand. Yeah,
I it was too good to be true. It was
too good to be true. I drink the kool aid
a little too ad.

Speaker 1 (01:07:02):
When is the single motor coming? You guys think it's not.

Speaker 3 (01:07:06):
I think you'll give it a year and a half.

Speaker 2 (01:07:09):
What's twenty twenty seven? Yeah? I can get with that.
I can get with that.

Speaker 1 (01:07:17):
I just wonder how many people are you know, this
is Tonight's the big moment. We were like, how long
are they going to keep asking for Foundation series pricing
before they just officially drop it. They've dropped it now.
I wonder if the true demand of the cyber truck
will start to scare them. They'll be like, oh, crap,

(01:07:39):
not as many people wanted this thing. Turns out when
you raise the price and lower the range, people don't
like it. Weird, And I'm like, I wonder if the
demand of.

Speaker 6 (01:07:51):
The of the cheapest one, the eighty thousand dollars one,
will affect how quickly they roll out the single motor
be like, uh, wrap, here have a cheaper one.

Speaker 2 (01:08:02):
Will it not matter based off of just how well
the sales are going for the Model I in the
Model three, Like, it's all the same bottom line, right, Like, However, those.

Speaker 1 (01:08:12):
Perform help separate assembly lines though.

Speaker 2 (01:08:16):
Money money, it's it's if if it's a if it's
a production thing on paper, you're fine.

Speaker 1 (01:08:25):
They're okay, Yeah, I just I don't think they want
them sitting around the factory.

Speaker 2 (01:08:30):
I agree. I agree with that. Thank you. It looks
like me. I that is you.

Speaker 1 (01:08:43):
I have pictures of my high school years that look
just like that. I'll find it.

Speaker 2 (01:08:49):
Thank you, Mike. That is Drew. That's so funny.

Speaker 3 (01:08:55):
Also with Nick as well. I think I've got a
few photos of him somewhere in here.

Speaker 2 (01:08:59):
I not be surprised if you if you did, I'd
be shocked if you didn't have any photos of him
reserve cybertrect to save money on FSD credit card expire.

Speaker 1 (01:09:12):
Oh my god, there's a point in my life where
my hair was more like that. Let me find it.

Speaker 3 (01:09:23):
Yeah, while he finds that. I do hope the same
thing does not happen to Uh. Well, I guess it
won't because Aptera and Tello and many others aren't making
the same mistakes as Tesla in regards to f SD
and all that. But I do hope they don't fall
into the same pitfall. That is a very large increase
on the actual product in terms of price.

Speaker 2 (01:09:46):
Actually they have control over that. Mic Like, do you,
guysuly think that that's on Tesla or any future company
for that matter, that they had to do that, or
do you feel like, yeah, there's.

Speaker 3 (01:09:58):
A combination of so many many things. I think the
cyber truck was in the perfect storm of bad luck.
Oh my gosh, Drew is bad luck, Brian.

Speaker 2 (01:10:10):
Dumb luck, Drew lu I'm trying to think.

Speaker 3 (01:10:14):
Of dreary Drew, except that's not what is that photo
right there at the top in the middle. Yeah, no,
you you just said.

Speaker 2 (01:10:31):
This is awesome.

Speaker 3 (01:10:32):
Wow, that looks red neck as heck.

Speaker 1 (01:10:36):
Yeah, this is me. I'm convinced that's me.

Speaker 2 (01:10:41):
Started a network so we can have all these channels.
Didn't doesn't matter, didn't.

Speaker 3 (01:10:47):
I mean, here's why. It looks very terrible quality. But
there is a picture of the guy when he's older.
He doesn't look as drew, but.

Speaker 1 (01:11:01):
He looks good. I'm proud of him.

Speaker 3 (01:11:04):
I'm proud of him too. I can only imagine everything
that he's been through at this point. Yeah, I think
it's mainly a The cyber truck was a function of
the perfect storm of a very pushy CEO, a very
interesting engineering project, ambitious goals, and then pre COVID. Yeah,

(01:11:32):
pre COVID, but like a bunch of delays that just
turned it into a giant mess in terms of a
project that these engineers had to figure out and then
the manufacturing folk had to figure out too, which then
probably spurred on the forty six eighty line. Who knows
if that will have been a thing the cyber truck
would have ever existed, or at least if it was

(01:11:52):
ever incepted, if the forty six eighties ever came around
or not.

Speaker 2 (01:11:55):
Is anybody else using the forty six.

Speaker 3 (01:11:57):
Eighties Rivian's going forty six ninety I think, but.

Speaker 1 (01:12:01):
Not all right now, Tesla's the only one using.

Speaker 3 (01:12:04):
Some article Thato was talking about fat batteries. There it
is found them literally articles called Panasonics big fat battery
cells are set to change the ev game. Well maybe I.

Speaker 1 (01:12:17):
Don't know if the charging curve on the forty six
eighty model wized anything to go by. It's not very good,
it's not very impressive.

Speaker 3 (01:12:26):
Impressed, No, okay, yeah, Panasonic is doing forty six eighties.

Speaker 2 (01:12:31):
Yeah, but like is besides tesla's anybody else using forty six.

Speaker 3 (01:12:34):
Eighties kind of rivian kind of rivian and that's not
out yet, So not really.

Speaker 2 (01:12:42):
I'm gonna say no. So I guess my real question
is did this bite them in the butt?

Speaker 1 (01:12:47):
I think so. I mean, Baglino was the one announcing
everything a battery day and he's gone. So it's like
all these grand visions of what the forty six eighty
was supposed to be, it didn't really live up to
any of the claims. So Tesla's just doing damage control basically.
But maybe it's just taking longer. They want to improve

(01:13:10):
the energy density, but it's still got a ways to go.
The fact that now the entry level most efficient cyber
truck actually has worse range than it did a month ago.
Is not a good sign.

Speaker 3 (01:13:22):
And took out three kilowatts or whatever.

Speaker 1 (01:13:25):
Yeah right, and they are still acting like the range
extender is going to be a thing.

Speaker 3 (01:13:32):
Which is yeah, that's right on their website.

Speaker 1 (01:13:35):
Kind of a big compromise. It's kind of just a
big like, uh, you can't fit any more batteries, just
throw them in the back.

Speaker 3 (01:13:42):
First option is, what do you want all wheel drivers
cyberby sec. Second option is do you want to put
a giant battery bank in the back of.

Speaker 1 (01:13:51):
Ear non refundable deposit?

Speaker 3 (01:13:53):
Geez for two thousand dollars. Let's do this six times.
See what happens.

Speaker 1 (01:14:00):
Oh wait, there you go. No, And I mean look
at the Silverado EV getting like five hundred miles and
it that's not with a big extender in the back.

Speaker 3 (01:14:14):
No, they fitted the old team pack is turning out
to be. I've got a better image of it, the
old tam pack, which they're now rebranding as something else.

Speaker 1 (01:14:25):
Sorry, I hate that design so much.

Speaker 3 (01:14:28):
You don't like the gmc Sierre Danli edition one?

Speaker 1 (01:14:33):
Gosh, the Silverado is better?

Speaker 3 (01:14:35):
But really okay, I like the GMC.

Speaker 1 (01:14:38):
This just looks AI generated to me. It was like,
people design the front.

Speaker 2 (01:14:45):
Isn't it supposed to be all weird looking, because otherwise
what's the point.

Speaker 1 (01:14:49):
It's like they gave a grid of fifteen different designers
and they're like, you design this part, you designed this part,
and then they all put all their ideas into the hood.

Speaker 3 (01:14:59):
I feel like I like it. It's a lot more.
It's way too blown up, a little bit more AI generated,
especially with the sale and whatever the heck is going
on with this grill.

Speaker 2 (01:15:12):
I don't like that one. I like the other one.

Speaker 3 (01:15:16):
This looks a lot.

Speaker 2 (01:15:21):
I think I'm over at the time. I think I'm
over minimalism for vehicle design, aesthetic brutalism. Now now, I
just if you're gonna be if you're gonna be obnoxious
about it, get like whatever you're gonna do, commit to it,
like go all out on it. And this one is
out loud, annoying.

Speaker 3 (01:15:40):
So I like it, but you get a full bed
at the end of the day.

Speaker 2 (01:15:43):
It's it's it's an unapologetically obnoxious, loud looking car, and
I'm like.

Speaker 1 (01:15:49):
Well, you know how many pedestrians that thing's gonna kill?

Speaker 2 (01:15:53):
Hopefully none because it never ships.

Speaker 3 (01:15:58):
This is out right now, Randy, people are driving this
around right, everybody's gonna die.

Speaker 2 (01:16:04):
It's a GMC GMC. Did you know GM Motors, GM Motors,
General Motors is General Motor But did you know GM
kind of pioneered the whole like plan obsolescence thing.

Speaker 1 (01:16:19):
Probably, so that makes so much sense.

Speaker 2 (01:16:21):
I I don't want to go too because I just realized,
like it's late, so I don't remind me this next week,
like I want to present a use case about plan
of so lescense kind of technically kind of started with GM,
and for that I will never forgive this company, like
it will always be the worst. What what's up, Mike?

(01:16:44):
What's up? Go ahead?

Speaker 5 (01:16:45):
Oh?

Speaker 3 (01:16:45):
I was gonna say one last thing after you're done
with that.

Speaker 2 (01:16:47):
Okay, that's pretty much I'm derailed now.

Speaker 3 (01:16:49):
Okay. As one last thing, I wanted to thank Jonathan Brandon,
Timu and Rajahan for using my referral code.

Speaker 2 (01:16:56):
Hey, I.

Speaker 3 (01:16:58):
Appreciate, and a public shout out of course to Drew
for using my referral code on there. But yeah, it'll
definitely go to good use for service visits and all that.
We'll figure out what to do with them. Hopefully Tesla
opens up the new referral program for more things with
the referral codes. But congrats to y'all. I think was it.

(01:17:19):
Jonathan was the first one in this giant list of
referrals I've had that ordered a Model three. The rest
have been Model wise all the time. So good on
you Jonathan forgetting Model three. But yeah, I just want
to say that publicly, if you listen to this podcast
or don't, I appreciate it. And yeah, you guys are

(01:17:41):
awesome for listening to us, and we'll see you next week.

Speaker 1 (01:17:48):
But the three of the five no