AI 内容摘要
特斯拉多头播客主持人热议马斯克旗下公司进展,并批评空头言论和唱衰者
- 两位主持人庆祝节目分别接近100期和102期,感慨两年时光飞逝,并预告万圣节特辑将聊八卦
- 主持人嘲讽批评者一边质疑Starship和Cybercab一边看马斯克造飞行汽车,认为这些唱衰言论毫无说服力
- 主持人称Bill Gates和Yaman等特斯拉空头动机可疑,暗示Gates可能被人抓住把柄而被迫唱空
- 主持人认为空头存在对投资者反而是好事,因为分歧创造了低点买入的机会和投资优势
- 主持人透露特斯拉Robotaxi在得州车队规模已达1204辆,落后Waymo约50辆,并喊话别把Model Y放进Robotaxi车队、要优先完成Q4交付50万辆的目标
- 主持人表示历史只会记住真正建造东西的人,唱衰者终将被遗忘,毫不在意他们的攻击
结论:对看好马斯克公司的投资者而言,应把空头的噪音视为逢低布局的机会,而非动摇长期信念的理由。
转写文本
4. How are you doing? I also stayed for like 5 hours. Yeah. Which is probably some new kind of record I think.
You spent just a day going on so long. Like a lot longer than usual. How do you feel you hit 100?
Yeah, it's been almost two years now. I think it has been two years. No almost two years.
I think it means like three Friday episodes. So during those two years maybe two only.
So yeah, almost two years. Yeah, it's crazy. Time just flies. I guess.
But how about you? You have a episode 102 now.
Yeah. Can you believe it? Yeah man, when piecing us off for two years now.
It's okay. Oh my god. When one door closes, a couple of other door opens, I guess.
It is why or that. So when we're waiting for everybody to come join us on a Halloween edition.
Facking spooky episode. We're going to do a bunch of gossip. This is going to be a new normal.
When the room is small, we do all the gossip here. Let's do let's go.
Or shit. Okay. Let's go. Let's go. So I don't know how they can have this straight face anymore
walking into the Tesla and SpaceX space and just say I hit Elon. Starship is bullshit.
You guys will never scale cyber cab. Like how is a straight face normal? It cannot.
Like you call the guy that makes flying cars still bit like.
And what are you? You know, it's just. I think I think after Elon makes flying cars and after the F1
F1 driver the rider, the people who drive F1 is actually try the cyber cab and light it and who
the fuck are you? Bring the argument that is sound is so retarded to us. It's just no. The bad now have no
place. It's no place for you. The yeah. What do you think about? So what what Yaman and
Bill get have in what is called the same data same Yaman and Bill get have the same thing. Oh, they
all believe short Tesla. Okay. Bill get is also petify. We all know that. He's. He's visiting
Jebstein regularly and his wife go on the TV and have the interview. I would say what Bill is
asked to say. Don't you have to say allegedly after that otherwise you can get sued if you call somebody
something and you say allegedly and then you're kind of fine. I guess. I don't know. I don't know.
I have broken English. I mean he probably look like he do it but the social the society already
just that he do it that what I say. He might not do it on a paperwork or the court paperwork but
for real. We all know he's no. No. And I think the the the chart Tesla position is probably not
Bill get like not his own idea. It's probably people who have dirt on him. This is have a lot
real less money than him tell him to do it. Right. This is totally bullshit. That's what I mean.
I mean history will show and history will also forget about the haters like in 100 200 years.
Nobody will talk about like the haters and the people that were wrong. They were only
talking about the people that was correct and who actually built. I don't really care about
these people that much. People can hate however much they want. It's not going to affect
my opinion. It's actually just good. For me it's good because if everybody were just like on board
with or everything that Elon is building right then probably the stock prices of all his companies
would have been way way higher and you wouldn't find like good entry points by the stock.
Right. So this balance is kind of good because if you think you know that all his companies
is going to be worth way way more in the future. Well then you have an edge on all the other people
that don't think so. So it's kind of good that there are haters otherwise if you're just not like
all agree you don't find an edge in investing right. So you need to have the counter.
Yeah. Counter or you need to have the other side of it. Yeah the other side support to make
center not just bring the back of the garbage and give it to us. Right.
Yeah. Yeah. Yeah.
Yeah. Word vomit. Yeah. Finally I can hear again.
It was the bearish word vomit definitely needs to get better. I'm sorry but I don't know how
you put up with that shit in your space dude but I wouldn't. Oh no he liked it because when
Yaman come is drama and drama bring real he liked it. He liked it. He liked it. The more hate
that is going on. Yeah I can't stand it. But you and maybe the same as I shut up.
Oh granted here all. I grabbed the duct tape please.
Five five minute of ear bleed.
Okay. Did you all see that we're at 12-12-04 now in Texas by the way?
No. Texas we're at 12-04 we're like 50 behind Waymo right now.
All right. Yeah. Yeah. We have 12-04. Really?
There are that many. I don't know how to do it. Wow. Yeah. That was 13 hours ago.
Tesla robot actually just added 124 Tesla motorwise to its plate. No Tesla you don't add
motorwise to the plate. You sell those to customers. We need 500,000 in Q4. Don't put this motorwise
on the robot tax network. Go what do you do? Let him let him cook there.
I joke. He's our little Swedish bear. Yeah. Let him cook my friend. Well I guess that's good.
I read a seat I'm selling this wise. I'm putting them on the robot tax network to be honest.
But keep in mind he did say when you originally came out with this plan if you remember back
that a good 80% should be cyber cab. So if they're adding model wise still that means a lot more
cybercabs coming too. There you go. Keep that in mind. You can remember that. Sorry. When
now when Elon and Trump will go in front of the White House that moment I don't think Smoky and I will
ever forget about this because we like Trump. Everything's computer. You mean that one in the
lawn that is put three color American color of the car in front and this is what he say by end of
2026 we will double our production. It's big. So let's see maybe I'm maybe I'm too such a cheerleader
and too too bright over the eye where Rosie glasses on Tesla but this is how I see it. If they make
1.5 million car before and the boss go talk to Mr. President and say we will double it. It's mean
what are we now have everything ready to push 3 million car. What does double mean? The
and therefore output of production. That's what he say. So this one we're thinking about. This is
now they're not even keep the invite to buy. They don't even try to share you to buy a car.
And I was was all along Marathon Swedish space yesterday. Homer Homer says something like
your guy they're not gonna they're not gonna keep the refill for your guy to tell to go sell car
because they don't have enough to sell. But here they're gonna change it to how about people who
already have car and don't have FSD go sell those. So there's something that's quite a bit
breadcrumb here for us to get more excited right. FSD became the product of the past few months.
We've watched it happen to where it's no longer the robot. It's the actual software. The car is
just an added extra. Well yeah kind of you know you still need well the vehicle is still
the majority of the revenue of the company. So we kind of need a need a car still and it's the
thing that enables FSD I guess without the car there's no FSD. So I would say the car is
still the most important part for now and without the car there would be no robot access service.
But on talks on spreading the word I watched Kiltoni the last episode. They mentioned the robot
or the cyber cab. At least like three times on the show and that's like a stand-up comedy show
you know it's but it's in Austin you know so that's kind of cool and that gets millions of millions of
views so that's free PR for for Tesla I guess. Free PR everywhere now. The sexy girl with a lot of
book out are sitting fun and doing their makeup talking about the bad day last night everywhere
TikTok IG everywhere they're just the boob is out you you see the screen you see the boob first
their face happened to look pretty too so I watched and they're like oh I have a bad day last night
put the foot they make up on say something silly and it's millions of views. Yeah right this is
what I've been looking forward to for years of just listen to do talking about it now now go talking
about it too. Hello Yoda. Hello everyone. Did you have some alpha for us Yoda some wise words?
Well I think 500,000 autonomous miles by the robotaxically in Austin alone per week growing about
28% week over week not quarter over quarter week over week is gonna shock everyone. I know we're
following the fleet size right which is now exceeded 1200 but what our minds cannot compute is
multiple multiplier effects okay so you got to multiply the fleet by the fact that they're working
slightly longer hours and and that they're maybe being deployed within those hours more and
when you multiply that the number is something that it's gonna climb at skyrocket I sense that
by tomorrow we're gonna cross the golden number of 4.2 million in terms of a autonomous
robotaxi miles on the page so stay tuned. Is that a magic number I guess it is? I prefer 69 but
I think I prefer 69 billion that is what I prefer than we're gonna be cooking. Well I think we're
at the age of exponential so it's only gonna be a matter of time before we see that. Yeah I mean I
mean as a kid I'm sure we fall played with our calculators or maybe it's just me but you know when
you set up that little equation and you keep pressing equals and you keep pressing equals it doesn't
take too long until the number cannot be exposed.