TESLA’S First Robotaxi Partner?

Подписаться 76 тыс.

Просмотров 38 тыс.

50% 1

We dive into the surprising announcement from Baidu about potentially partnering with Tesla for their robotaxi services. Larry provides valuable insights into the implications of this potential collaboration, the current state of autonomous driving technology in China, and the competitive landscape between Tesla and local tech giants
Timestamps
00:00 Introduction
06:01 Baidu's Apollo Go Program
15:36 Tesla's FSD Advancement
27:18 Tesla's Robotaxi Potential
My website: www.HerbertOng.com
Check out 15+ modules of resources for the $TSLA Investor
and get free TESLA Milestone Tables
Join this channel or Patreon to get free access to 15+ modules of TSLA investor resources
Become a Member: / @brighterwithherbert
Become a Patreon: / brighterwithherbert
❤️ Thank you to everyone who supports me and this channel!
Let's get brighter!
Website: www.herbertong.com
X: @herbertong
Disclaimer: All content on this channel should not be construed as professional financial advice or recommendation to buy or sell any securities.
Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
Edited by: Roshan Khatiwada
#Tesla #Robotaxi #Baidu#investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #autonomousdriving #TeslaStock #Baidu #AutonomousVehicles #ChinaTech

Наука

Опубликовано:

1 июн 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 165

@InspireLifeGoals 14 дней назад

Just did my first demo drive of a Tesla....butts in seats is a real thing. We are so getting one, maybe two. (Edited spelling)

@danabe3220 14 дней назад

That's great. You will love it

@robertsmith6408 14 дней назад

Yup, plus your going to save a fortune in gas. I have saved 6000 in gas in 3 year, driving an ice car is so expensive. In fact i can say its cheaper to drive a new Tesla with car payments then it is to drive a beater gas hog with no car payments. Do the math!

@augustusomega4708 14 дней назад

@@robertsmith6408 what is your provision for the end of life disposal of your 1 ton battery of lithium and cadmium? THIS IS YOUR RESPONSIBILITY

@HeWhoRoamsAimlessly 14 дней назад

@@augustusomega4708 you trade it for a new one before then. dur.

@HeWhoRoamsAimlessly 14 дней назад

We tried a model X last weekend. With FSD. Absolutely amazing.

@larsnystrom6698 14 дней назад

I think the right, cautious way to start a Robotaxi service in a city is to utilize FSD Supervised, I.e., a kind of Uber service with a driver. Or rather, a supervisor. The data from a period with this would ensure that it worked, or supply trading data to make it work,... in that city. That's also why I think a cooperation with Uber would be a good thing for Tesla. And Uber certainly need it to convert themselves into a Robotaxi company. The Uber drivers would eventually lose their driving job, but their cars would still have a job, giving them some income.

@marchillyard199 14 дней назад

I think you’re right, even just to see what the customer feels to start with.

@635574 13 дней назад

Because the other auto companies suck at sensors and computers they wont be ready. Basically only teslas are ready. Comma AI is trying to convert old cars with their dual 180 cameras under the mirror but who knows how far can this get compared to FSD(but probabaly better than the litany of dead end excess sensors we see elesewhere)

$@fractalelf7760$

@fractalelf7760 13 дней назад

@@635574Comma has no chance.

@patrickspader4062 10 дней назад

Can’t see Tesla starting a robotaxi without remote assistance. To be honest it would be downright scary if Tesla didn’t offer a mechanism to get the Robotaxi out of trouble if the AI failed to do its job

$@fractalelf7760$

@fractalelf7760 10 дней назад

@@patrickspader4062We never thought they would make rockets capable of self landing either…. I think it will be in phases. First with some person monitoring to intervene until statistically the AI training and inference reaches some statistically significant point. Then full autonomy. This will be in city zones with relative low speeds to start, then expand out.

@MarkXHolland 14 дней назад

Anyon else loading up with both hands?

@markrolls5905 14 дней назад

This is one of many reasons Tom is back in China, Tesla needs to get ahead these guys with their far superior technology before these guys get a foothold with sheer numbers with an inferior product

$@fractalelf7760$

@fractalelf7760 13 дней назад

He also knows the business environment and has history with China.

@tomturnbull3723 14 дней назад

The Teslas operating in the Vegas Boring Company tunnels still need drivers. IN TUNNELS, with no other cars, bicycles, or pedestrians, no traffic signs, nothing but other Teslas. Why do they still need drivers?

@roger_is_red 14 дней назад

Larry and Alexandra my favorites. Herbert is a very good interviewer. Jeannine

@roger_is_red 14 дней назад

If you want to buy a Tesla you better get it soon, because when true FSD hits, everyone is going to want to buy a Tesla and you'll have to wait for it. Jeannine Just drove 160 miles, no interventions.

@singed8853 13 дней назад

There will be no shortage. Tesla isn’t building new factories for a reason. It doesn’t project any spike in demand incoming anytime soon.

@FrunkensteinVonZipperneck 13 дней назад

3:00) “Finally we got one without a human!” For years, I’ve been saying, “humans are overrated.” So glad I ain’t human❤

@CarloHerrmann 13 дней назад

I am willing to bet that Tesla stock will break the $200 barrier by 8/8. 😮🤩🚀 Thanks Herbert and Larry for all your insights. Gary needs to start doing the math!😂

@Mrbfgray 14 дней назад

FSD for CT is indeed crucial indicator of platform flexibility.

@Mrbfgray 14 дней назад

Larry is Golden as usual!

@mervstash3692 14 дней назад

CT will get discontinued soon. It's a lemon

@jamesmcneal1821 14 дней назад

As Tesla continues to multiply its compute, it will be able to spare it for cyber truck as well as Tesla semi (if they also have the hardware for FSD). The smaller number of Cyber Trucks means much fewer miles to train FSD for cyber truck, which I believe, places the cameras differently because of the different dimensions of the truck. But I’m guessing, can someone be more definitive?

@Mrbfgray 14 дней назад

@@mervstash3692 Hahaha. Good one. Guess we all have to be careful about feeding our confirmation bias feedback loop, at least until we adopt intellectual discipline. Can you even afford a '94 Civic or know how to use a clutch. lol

@Mrbfgray 14 дней назад

@@jamesmcneal1821 IDK how hard it is to adjust to different size, cam placements, 4 wheel steer, steer by wire, but imagine all of those things cause some challenges. The original point is that if they can (we'll see how well it works soon) this quickly adapt FSD to CT then all other OEM vehicles should also be relatively quick to accommodate. May take other MFGs a few yrs to implement hardware but software will be near ready for them.

@fteoOpty64 13 дней назад

Baidu and other Robotaxi operators in China all use the Nvidia ref hardware for self driving. The base code is effectively US made. China just change the language and speech modules. This tech is about 3 years behind Waymo. Tesla FSD has the cheapest onboard hardware, and is the cheapest fleet cost by significant margins. Hence that makes sense. In terms of tech, FSD is really king.

@mrmawson2438 14 дней назад

Cheers guys

@dewiz9596 14 дней назад

The fact that FSD is not yet available on Cybertruck leads me believe that other manufacturers will have a hard road to licensing Tesla’s FSD

@someuser7501 14 дней назад

Cybertruck dimensions not compatible with FSD training footage. Training footage mostly from Model 3/Y owners. Even Model S owners say because their car dimensions/camera positions are different from the Model3/Y the tires come very close to hitting curbs during right turns.

@zdme4864 14 дней назад

it is an apple and an orange! ( cybertruck to 3/Y platforms )! all models licensed for FSD will require custom designs for camera placement also cybertruck also has rear wheel “steering” which completely changes the platform layout and CERTAINLY affects utilizing FSD I think. But if the adoption / adaptation is fast then why would it be different for any other brand platform.

@edhill8568 14 дней назад

Elon Musk has announced FSD for the Cybertruck will be available when v12.5 comes out. Internal Tesla employee testing should start in late June/early July so CT owners should start getting FSD towards the end of July.

@mervstash3692 14 дней назад

@@someuser7501Elon promised it would have it in 2019

@joeabad5908 4 дня назад

@@mervstash3692I think he said FSD will be available in 2 weeks

@BrighterwithHerbert 13 дней назад

I hope this video helped you get brighter about Tesla! My website: www.HerbertOng.com See the MOST comprehensive resource for the $TSLA Investor Join this channel or my Patreon to get free access to 15+ modules of TSLA investor resources Join this channel: ru-vid.com/show-UC4DBLlq1x0AKmip1QJUcbXgjoin Join my Patreon: www.patreon.com/brighterwithherbert Thank you for supporting this channel! I really do appreciate your likes, subscribes and comments. Let's get brighter! Herbert

@NicholasNerios 14 дней назад

Good coverage

@trampfossil 12 дней назад

do you think when FSD starts autonomus driving, the regulatory people will require it to have a set of 4 stand by cameras as back up like they do in Space Craft and airplains?

@stevennelson7518 14 дней назад

Technology, full speed ahead. Crashes, injury, and death will disappear.

@peterdenham9510 14 дней назад

Great Channel, all this nice talking and hype is good but IMO actually delivering revenue and earnings growth is better than Tesla HQ talking all the time about FSD and RT.

@robertsmith6408 14 дней назад

Just came from Vegas. Hyundai Ionics driving around with no drivers, but only a few right now. They looked like they are mapping the area, but i am sure its lame and only for the strip and the airport.

@charleschen4766 14 дней назад

Does it make sense to partner or license with Baidu? Baidu has the same model as Waymo to develop self driving IP so it can be licensed to the EV makers.

@stevennelson7518 14 дней назад

About 1989 was when BART; the first automated trains started running in San Francisco.

@acs2777 14 дней назад

Hertz, Baidu , and I think even legacy automakers / BYD . Hyundai and brand in different areas will use their own fleet of robotaxi using FSD to diversify in order to gain some revenues back on the losses of producing EV. I think a lot of businesses will use FSD to compete against each other . Different companies will offer different incentives in order to win clients ( subscribers) .. it’s all in into robotaxi and it starts in China. What if even food chains would use it in order to win customer . I mean you buy subscription at a big food store brand and each time you buy there for a certain amount . Their own branded robotaxi will take them home with their groceries! Old people will have a lot more mobility and be taken there and home as a service. Even hotel chains will jump in as long as customer come to their hotel and stay couple of days

@dadman9492 14 дней назад

You can’t lump hertz and legacy automakers in with baidu. Hertz and legacy are dead man walking - their shareholders just don’t know it yet

@acs2777 14 дней назад

@@dadman9492 I don’t think tesla cares who will partner , they will take 50% anyway using their FSD as robotaxi .

@didier_777 14 дней назад

Tesla is too far ahead and competition will not be able to catch up. Tesla's advantage is that they will own the whole ecosystem, they will have the best FSD and the cheapest car. Waymo's FSD is better right now but they are not improving at the pace Tesla's FSD is. Their cars cost 7-10 times what the robotaxi will cost. Waymo can't scale up while Tesla can produce 1,000,000 extra cars a year and summon from the already existing 6 million Tesla's with the push of a button. Their prices are going to be lower than Uber and Lyft right out of the gate and they are still going to be profitable. China is the only suitable competitor and they will be locked out from the US market. Even in China Tesla is doing better than BYU when it comes to EVs.

@singed8853 13 дней назад

No company owns an entire market for long. History shows this time and time again. The autonomous driving market as of now is not profitable. Tesla isn’t even in that market at this time - it is not a competitor until it actually steps in. If and when it does it will likely be geofenced like the others.

@SandyC-lz3xh 14 дней назад

Does baidu have the same capacity chip that tesla has in their cars for their self driving

@trent_carter 14 дней назад

Tesla designed their own inference chip.

@singed8853 13 дней назад

Baidu has its own software and hardware.

@ajjbs7580 14 дней назад

She waited 4 hrs to get an unmanned cab

@DRVRLES 14 дней назад

I think for these other companies to switch over by removing their sensors is something that’s not possible. They will have to create unreal amounts of CODE to drop them sensors off the cars.They need cars with the inference computing and cameras not to mention the compute for videos to follow Tesla’s path to FSD. That will set them back to 2010 in tesla’s world.

@zdme4864 14 дней назад

there are right hand drive vehicles markets too which might come as a new demand challenge

@MoreOnEVs 14 дней назад

Baidu and Waymo are sprinters who are leading one mile into a marathon.

@Area51-is6vg 14 дней назад

Baidu wants to partner with Tesla. Baidu wants to steal FSD from tesla.

@carlfrancis8565 14 дней назад

Will Tesla licence FSD software to legacy auto for use in ICE vehicles, fitted with a chip, cameras, power steering and electrically operating brakes?

@SupaChinido 14 дней назад

I doubt it would work on ice. Ice is a total different breed

@MarkXHolland 14 дней назад

No. It's counter to the mission.

@henrywhh 14 дней назад

Human using joystick? How do you know this?

@dennisboyd1712 14 дней назад

BUY TESLA STOCK Now

@SurfectedGermany 14 дней назад

Larry made some great points 👏🏽👍🏼👋

@roger_is_red 14 дней назад

I think FSD w/ Tesla liability, will happen next year, my EE husband thinks this year. Jeannine

@davemcclaskey5188 14 дней назад

I have an idea that will make FSD left turn 100% safe. How do I tell Elon, at no charge?

@valienterf 14 дней назад

Licenaing software will be create a lot of revenues for Tesla.

@Bryan-fb8dh 14 дней назад

One day there will be routes with only robo allowed. Even ok A.I. will work on those. Im thinking its only a matter of time before highways will be assist only and if caught driving manually you get a ticket. Its coming sooner than we would like to think.

@singed8853 13 дней назад

I think it’s coming much later than we like to think.

@JoePiotti 14 дней назад

Meanwhile the circle jerk over at “real Tesla” on Reddit has them on the brink of going out of business. 😂

@samir.zeynalov 14 дней назад

Tesla fırıldaq deyil

@JoePiotti 14 дней назад

@@samir.zeynalov Tesla ən yaxşısıdır.

@smoochie3331 14 дней назад

Next breaking news: Baidu releases $0.99 FSD subscriptions.

@user-hs6bm6sq7w 13 дней назад

Will FSD licensing be constrained to EVs or will Tesla be willing to allow ICE vehicles into the club?

@zdme4864 14 дней назад

does the Tesla Chinese fleet have FSD already on board… just needing to be flipped on?

@someuser7501 14 дней назад

They want a version specific for Chinese road rules. They have millions of hours of Chinese driving training footage sitting on a Chinese server waiting for permission to be processed by Dojo into a custom FSD version. Having Chinese National Security issues with such detailed video footage from all across China being closely scrutinized by a foreign AI supercomputer.

@zdme4864 14 дней назад

@@someuser7501fsd uniquely reprogrammed for china or fsd reprogrammed for unique other brands/ models!? …

@fredericoduvel3092 12 дней назад

Isn’t Tesla partnering with Baido for their maps?

@charleschen4766 14 дней назад

Baidu would not exist if China did not ban Google operation. Tesla should be very careful to work with Baidu, because Baidu has the only goal to acquire Tesla FSD technology.

@tomturnbull3723 14 дней назад

I don't see why Baidu would "license" FSD, they aren't a vehicle manufacturer are they? Would they not just be a fleet operator and instead of modifying cars with LiDar and radar they'll just start buying Teslas? Cybercabs, and S3XY models? That's what they mean by partnering with Tesla, not licensing FSD.

@roger_is_red 14 дней назад

maybe waymo is next

@keithwray-mccann1167 14 дней назад

Can Larry get a better microphone?

@kstaxman2 14 дней назад

They know that the Tesla's system is truly SD not the high definition map with lidar that the rest are using. Tesla is the real deal the rest are parlor tricks.

@timp429 14 дней назад

It’s good to hear about Baidu on this channel, but why interview someone who has very limited knowledge of Baidu or Apollo, and barely any understanding of the Chinese autonomous vehicle or ride-hailing markets? Just as Google was once a leader in the Chinese search market but would ultimately lose to Baidu, which was the government’s anointed winner, Tesla will not capture the majority of the value of the Chinese robotaxi market.

@patrickspader4062 10 дней назад

Why would Larry say that FSD 12.4, 12.5 and 12.6 are huge improvements when nobody outside of Tesla has Tested it???? Can’t wait to see what 12.4 brings but as the saying goes don’t count your chickens until they’ve hatched. Bet my bottom dollar Tesla start robotaxi with remote driver assist/supervision. Interesting to see how FSD operates in congested unpredictable places like India and China

@joeabad5908 4 дня назад

It has to be perfect in big cities in the US before going abroad..

@CHAD-RYAN 14 дней назад

What if... corperations buy the vehicle to get you to work on time everyday. If your late, you get fined

@joeabad5908 4 дня назад

Isn’t that the current case?

@CHAD-RYAN 4 дня назад

@@joeabad5908 sure

@samir.zeynalov 14 дней назад

Məncə hər şey gözəl olacaq ❤

@TheSnoopall 14 дней назад

They realize to get Telsa's technology the CPP has to let them take the data from their country

@coulterjb22 13 дней назад

I would like your thoughts about FSD being copied and released across the planet under a Chinese brand after China has it in its vehicles. Patents have yet to stop theft over there.

@DD-bh3gh 14 дней назад

How to do it without Ndivia chipset😂

@HUSFLORIAN1 13 дней назад

FSD - good idea. But: the build in sensor hardware of Tesla is insufficient. The Chinese will take the software, use all needed sensors date THEIR cars have and will outperform Tesla cars within 1 year and Tesla is gone. Like the Tesla charger network… overtaken by competitors already.

@jackleonard2289 14 дней назад

Banish and Actually Smart Summon performing in parking lots will dramatically drive public perception!

@fpark101 14 дней назад

Not sure if this is good for Tesla.

@emdl6647 13 дней назад

I don't think Baidu will license tesla FSD, Appollo go claims to be better than FSD , is also vision based

@davidkendall2272 12 дней назад

Larry nailed it once again, Tesla for the WIN regarding FSD. Just got back from 2800 mile trip in our MS on 12.3.6. Can't wait to get 12.4 OTA. Thanks for having Larry on.

@mlhutche 14 дней назад

Why don't you address the HUGE issue of Tesla needing to run AI-learning on chinese data?

@keithhowes5692 14 дней назад

He just says Uhhhhh way too much. I need to be able to put it on 3X

@Blucenturion344 14 дней назад

What about Herbert's "you know" 's? He's catching that disease from some of his guests, driving stakes into my heart.

@nickhollingsworth2838 14 дней назад

FSD is proprietary tech. Licensing the use of the tech via an API is one thing but I'm scared FSD tech including its data will be "stolen" by the Chinese government.

@Synthwalk 14 дней назад

i don't think they need to steal it, in the end what they want is always more control, and partnering with tesla will get them that, if they decide to go the stealing route, they'll be burning bridges and potentially setting themselves up for rough waters internationally. Additionally, It's not like they can suddently show up with a product that is competitive with FSD out of the blue, considering how far ahead FSD is with the data, so they definitely won't be able to do it "under the radar" either. But honestly you never know.. maybe i'm underestimating their capabilities for theft.

@irasthewarrior 14 дней назад

poor Chinese guy 😂

@aaronjgallegos 14 дней назад

Pretending to be a partner so they can learn then steal

@mrmawson2438 14 дней назад

8th of the 8th will be mind blowing

@darylfoster7944 14 дней назад

Probably not

@user-xj5xp6qz5g 14 дней назад

FSD better get miles better... all mine does is piss everyone off around me.

@Mrbfgray 14 дней назад

What version and where?

@jamesmcneal1821 14 дней назад

Isn’t Tesla risking Baidu trying to steal Tesla FSD technology? I get a bad vibe over this.

@henrywhh 14 дней назад

My understanding is that China already has a number of Robotaxi initiatives and Tesla is playing catch up.

@sil8ty01 14 дней назад

Wrong. No one has FSD so they are all far behind. They all need FSD to operate until they can create their own version which will take 5+ years minimum.

@tajx4811 14 дней назад

Gustaphson beat Jones, Dominick Reyes too… Ran him from the Light heavyweight division… Jon didn’t want Nganno … He doesn’t want Tom Aspinal… Jon Jones the goat? Get the f*** out of here!…

@trent1615 14 дней назад

So Baidu is just going to give up because Tesla is light years ahead so they will partner and guess what everyone else will end up doing.

@singed8853 13 дней назад

No. If Tesla sees good success it will simply be copied. Guaranteed.

@trent1615 13 дней назад

@@singed8853 Do more research. What you are saying is generally true but not in the case of FSD ask yourself why Tesla is the only company to be solving autonomous driving the way they are compared to everyone else and you will understand why it is impossible to copy it.

@singed8853 13 дней назад

@@trent1615 I know a decent bit about it but I take much of what I hear with a grain of salt because it comes from the companies themselves. But what I will point to your attention is that Elon said 12.0 scrapped the old code and instituted a new 'end to end' system - and this occurred less than a year ago. There is no way Tesla can be particularly far ahead of anyone if that's the case.

@crashbobsquarepants7323 14 дней назад

8.8 tesla bot connects the charging cable to a robotaxi at a charging station

@niederrheiner8468 14 дней назад

Licence what??? There is no working fsd!

@kstaxman2 14 дней назад

Right.. Keep thinking that. LOL

@AS-cd5wf 14 дней назад

so all the RU-vidrs are putting up false vids???

@niederrheiner8468 14 дней назад

@@AS-cd5wf You can drive 20 Miles without interference and at mile 21 the car kills you or needs human intervention. You cant run a Robotaxi on that basis.

@dattajack 14 дней назад

Short the stock sport

@niederrheiner8468 14 дней назад

@@dattajack Not a good response! To short a stock you dont only have to know that a company is over valued, but you also have to know WHEN the penny dropsfor the other stock owners. Since Tesla Fanboys are highly irrational, this is the hard part.

@dimebagg1 14 дней назад

Robotaxis and profitable ones at that are a longggg time away bro

@wolfgangpreier9160 14 дней назад

Depends what you understand with „long“. More than 30 seconds? Yes.

@user-xj5xp6qz5g 14 дней назад

sure wish I knew what you do LOL you seem to know everything. with a name like 'dimebag' you must be real smart

@timower5850 14 дней назад

🤣🤣🤣!

@johnlynch301 14 дней назад

1 year at the most.

@MarkXHolland 14 дней назад

By the end of THIS year.

@Jake61982 13 дней назад

I love the grounded reality of this channel!!! *Retirement took a toll on my finances, but with my involvement in the digital market, $15,000 weekly returns has been life changing. AWESOME GOD* ❤️

@Mark_11798 13 дней назад

I feel sympathy and empathy for our country, low income earners are suffering to survive, and I appreciate Wayne. You've helped my family with your advice. imagine investing $30,000 and receiving $95,460 after 28 days of trading.

@ValentinaYepes-tj2eo 13 дней назад

I'm in a similar situation where should I look to increase income? Do you have any advice? What did you do ? Thank you

@sman8yogyakarta909 13 дней назад

Well I engage in nice side hustles like inves'ting, and the good thing is I do it with one one of the best(Michael Wayne), he's really good!

@lodowyka.nanariain2231 13 дней назад

Did someone just mention Mr Wayne!? Damn! You just made my day; what a coincidence.. I've worked with him for over 2years and I can tell how good he is

@Lincoln1177 13 дней назад

It's great to see you guys talking about Michael Wayne, This man changed the game for me. Good Man ❤️

@lhorthy 14 дней назад

Herbert, you need to think of the noun "news" like the noun "water". Just as you would say "I drink a glass of water" rather than "I drink a water" , you need to say "This is an important news story" rather than "This is an important news."

@ken-mb5cp 14 дней назад

I still think Tesla will partner with Toyota.

@waynerussell6401 13 дней назад

Not while they continue to spend millions on lobbying against BEVs whilst being the largest contributor to climate change in the Industry (Influence Map).