Tesla FSD V12 is a “ChatGPT Moment”

Farzad Mesbahi comes on the channel to discuss Tesla's 10/10 event, the Cybercab, Robovan, Optimus and potentially something even bigger that the company didn't reveal on 10/10 ... a new affordable Tesla model that is set to enter production sometime in the first half of 2025. We also discuss Tesla's plans to launch an unsupervised full self driving service in California and Texas sometime in 2025, and how that rollout could play out. Then we dive into the progress Tesla has shown with Optimus and if that may hit the market before Cybercab. Finally, we discuss the upcoming US presidential election and the potential impacts that could have on Tesla with Elon's support of Donald Trump. I had a BLAST with this discussion, huge shoutout to Farzad for coming on the show! Farzad's YT:    / @farzyness   Farzad's X: https://x.com/farzyness My X:   / gfilche   HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.

Tesla's 10/10 We, Robot event in Los Angeles, CA looked insane. After just watching the livestream, my FOMO is pumping. The haters will say the timeline is slow, but we just saw the future. Mini Cybertruck robotaxis, Cybercabs, and Robovans ... Optimus robots walking around the party and serving drinks. When will we see Tesla's first autonmous ride like Waymo ... that is still TBD. Sounding like 2025 from the event. Let me know what you think in the comments!! I own Tesla stock, nothing in this show is financial advice.

EVs are more like computers than cars. Early data is showing they can last 500,000+ miles, much further than the legacy gas cars they are disrupting. This is setting the state for an unprecedented change in the transportation economy, where ride sharing and autonomy become the norm over individual car ownership. With Waymo expanding rapidly, and Tesla on the cusp of a major self-driving announcement on 10/10, things are heating up ... This video is my conversation with the Founder and CEO of Amber, Joe Pak. He has a front row seat to the electric + autonomous revolution. Amber is building a quasi-insurance/warranty service specifically for EVs (or robots on wheels). Amber basically offers healthcare to your electric car or robot.The startup has just expanded its EV extended warranty products for Teslas, from 11 to 47 states. The company continues to expand rapidly and you can find the latest on their website. Amber website: https://www.getamber.com/ Amber X: https://x.com/getamberev/ My X:   / gfilche   HyperChange Patreon :)   / hyperchange   Disclaimer: I am an advisor to Amber.

The G 2 a Milly series continues!! Your boy is getting lucky, right now the portfolio is up 24.5% vs 11.7% for the S&P in the same period. In this episode I give an update on my thoughts on Tesla (and how I've been buying since the last portfolio update), and my favorite new stock, Airbnb! I go deep on my love for Airbnb as a customer and why I think Brian Chesky is such a unique founder and why Airbnb may be still in its very early days. Let me know your feedback! It felt great to brush off the haters and give y'all an update!! Email me questions to [email protected] and I'll answer them for the show!! My new food YouTube channel Artijano:    / @artijano   Airbnb financials on Main Street Data: https://mainstreetdata.com/ABNB My note to Elon about getting political: https://x.com/Gfilche/status/18183659...0:00 Scorecard (me vs S&P) 5:16 Tesla Stock, Elon gets political 14:40 Bet on Yourself, Have a Goal 16:43 Airbnb bullcase My X:   / gfilche   HyperChange Patreon :)   / hyperchange   Disclaimer: NOTHING in this show is financial advice, I'm not a financial advisor.

Tesla's earnings are hot off the press! Revenue of $25.5B (+2.3%) and profits of $1.6B. On the earnings call CEO Elon Musk stressed the importance of FSD, and how its set to transform Tesla's business. He confirmed the Robotaxi unveiling will be on 10/10, and provided an update on Optimus, saying it will begin Version 1 production in 2025, and Version 2 production to outside customers in 2026. Overall the call was a little boring. We are in a quiet/chill period for Tesla until 2025 when the cheaper model & robotaxi launch. I think a big catalyst may be brewing with another OEM licensing Tesla's FSD. What are your thoughts on the quarter?? Charts / Tesla financial data from Main Street Data: https://mainstreetdata.com/tsla0:00 Tesla Q2 2024 Financial Results 3:52 Tesla Energy going CRAZY 6:32 Conference Call Notes 7:13 Tesla’s $860B Valuation 11:52 New Cheap Tesla coming in 2025 13:18 First Robotaxi Ride? 14:23 Optimus Robot AHEAD OF SCHEDULE 15:18 Tesla NEEDS To Invest in XAI 17:33 Huge catalyst for Tesla stock brewing 18:55 What’s Next for Tesla Stock

How much do you love the crunch of a fresh bagel ... or the gooey inside of a fresh cinnamon roll 🤤 When the inevitable future of self-driving cars & humanoid robots surrounds us everyday, breakfast will never be the same. Freshly baked goods, I'm talking Cinnamon Rolls, Bagels, Croissants & more, will, be available to the masses. Robots teaming up with human artisans to perfect recipes and bake them perfectly, combining with robotaxis to deliver them! We will have the democratization of baked goods! PS Where is the best bagel in Seattle? 0:00 Imagine Having a Fresh Baked Good Every Morning … 0:37 Self Driving Cars & Humanoid Robots will democratize fresh baked goods 1:02 Tesla Bagel Cybercab 2:04 Looking for Seattle’s Best bagel 2:19 The First Billion Dollar Bakery

Back on the lake in 90+ degree heat in Seattle pondering Tesla stocks zoom to $250+ per share, and $800B valuation. In this episode I explain my metaphor for analyzing stocks as Pokemon to understand businesses, and layering that framework to understand Tesla. The trifecta of technology pillars that Elon & squad have developed (battery and driving train, self driving & mass market sustainable manufacturing) are combining to disrupt transportation, energy and soon labor (with the Optimus robot). Owning Tesla equity is owning a basket of technologies that are only getting more relevant and whose monetization is on the cusp or ramping dramatically. There is no other way I want to store my hard earned guap, and that is why Tesla stock is still my #1 position and largest investment holding (I've been a shareholder for 13+ years now). 0:00 Tesla Stock is ripping 1:15 Tesla as a Pokemon (my analogy) 2:28 Tesla Cybercab 8/8 Event 2:59 Tesla is the Ford, Chevron & Saudi Aramco of the green energy revolution 4:50 Shoutout Cybervessel 5:00 Why Tesla might be cheap at $800B 10:42 Tesla equity is owning a basket of technology that will create Trillions of value for society 13:23 Tesla’s Growing Intrinsic Earnings Power 16:02 Tesla Energy (Megapack) potential 17:33 Tesla is the Americana Futura vibe we need My X:   / gfilche   HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla (TSLA) stock. This show is not financial advice.

Welcome to my new super-artisanal-limited-edition Summer Scheme Series: PaddleSchemin!!! This is just me having fun on the lake rambling about all the topics & schemes I'm having. In this episode we cover the following: 0:00 Live from Seattle, WA 1:08 Tesla Deliveries 1:33 Seaplane Takeoff 2:24 Travis Kalanick joining Tesla Cybercab project!? 5:08 Bumping into a big ship 6:15 I love my Paddelboard 6:47 Tesla Cyber Cargo ship with battery swapping 8:30 Tesla Electric Paddleboard would be so awesome 10:35 Tesla Cybercab will change cities 11:00 FSD Update 12:25 PaddleSchemin is available on all podcasting platforms 12:48 Cooking with Chat GPT 16:00 Seaplane Takeoff 16:45 Tesla Self Cleaning Robotaxi patent 17:43 I hope Cyercab looks beautiful 19:00 Tesla Energy & insane Megapack growth 20:24 Megapack financials 20:50 We need better architecture 21:23 Queen Anne Falls Future of Seattle Megascheme

Supercharging rant about how awesome it was to rent a Tesla on Turo and FSD to Grammy's house instead of taking the bus there. And it was only $240! ($290 including post trip supercharging reimbursement) vs ~$220 for the bus. And it took less time because the bus stops (and I didn't have to subway to the bus station). Shoutout Turo! On the drive while listening to BG2 podcast I had so many schemes about the Tesla ridesharing app combined with the Cybercab launch and how stoked I am

Elon Musk is betting on Tesla's autonomous future. The company is going all out to perfect its FSD technology and launch a Uber competitor/ride-sharing app later this year. After hearing Elon's excitement on FSD V12, on the conference call, mentioning the Cybercab, and stressing how important it was for investors to understand ... I've been doing homework on Tesla's self driving tech. I stumbled across the BG2 podcast, Episode 4 about Tesla's FSD v12, which does an INSANELY good job breaking down the incredible progress in Tesla's underlying tech, and how this is Tesla's 'ChatGPT' moment with real world AI. The BG2 podcast is hosted by Bill Gurley and Brad Gerstner. I highly recommend checking it out!!