taskmaster4450le 3Speak Podcast: Recent Episodes
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Listen and watch the latest videos from taskmaster4450le. Hosted by 3Speak.tv. The free speech video platform on the HIVE blockchain.
https://3speak.tv/watch?v=taskmaster4450le/zhjgjdwb
This video was inspired by Ron Baron.
https://3speak.tv/watch?v=taskmaster4450le/juyqaoxw
Tesla is looking to inch closer to fully unsupervised robotaxis.
https://3speak.tv/watch?v=taskmaster4450le/bqkwuaxq
We are seeing a new record set in Norway by Tesla. While not the largest car market, it does provide some insight into the demand that might exist.
https://3speak.tv/watch?v=taskmaster4450le/dxtnegsz
Some are citing there arent enough vehicles in Austin to meet the robotaxi demand. Elon replied the number will double in the next month.
https://3speak.tv/watch?v=taskmaster4450le/hxfdtigl
This will have an ipact on deliveries for the quarter. But how much?
https://3speak.tv/watch?v=taskmaster4450le/vrkrfydy
xAI is going to be the first cusomter for a new 600K GPU supercluster announced.
https://3speak.tv/watch?v=taskmaster4450le/wzyxrzdw
Elon Musk might have an answer for Apple.
https://3speak.tv/watch?v=taskmaster4450le/nqznmvwj
The Tesla LIDAR vehicle was spotted outside of a city in a new state. They are looking to expand more.
https://3speak.tv/watch?v=taskmaster4450le/aomwgprp
Tesla is shedding Chinese parts in its US operations. It set the goal of having this done in two years.
https://3speak.tv/watch?v=taskmaster4450le/viuckfpb
Waymo has been at the robotaxi a lot longer than Tesla. It just reached its 2,500th robotaxi.
If Elon is accurate, Tesla will have 1,500 by the end of the year, after only 6 months of operation.
https://3speak.tv/watch?v=taskmaster4450le/wtmjejfo
Elon Musk stated that Tesla is going to build out two production lines for Optimus. The first is in Fremont with an expected capacity of 1 million.
In this video I discuss the second one slated to be built.
https://3speak.tv/watch?v=taskmaster4450le/rxpqkgrq
Elon Musk is already looking towards SpaceAI.
Is this another multi-trillion dollar market that will be in the making. Musk and Jeff Bezos both think so.
https://3speak.tv/watch?v=taskmaster4450le/tovvygbh
Tesla is expanding the robotaxi network with 5 new cities announced. No timeline on when they would go live. A few were already mentioned with liscensing already in place.
https://3speak.tv/watch?v=taskmaster4450le/otqmeowx
At the shareholder meeting Elon Musk detailed some of what is going on with Optimus production.
I go through some of it in this video.
https://3speak.tv/watch?v=taskmaster4450le/smlvwkkb
Tesla is developing its own line of AI chips. Next up is AI5, set to be released in the next year. AI6 is already designed, likely to roll out in a few years. Now they are designing AI7 & 8.
https://3speak.tv/watch?v=taskmaster4450le/fizcnedq
The earnings were released yesterday along with the call.
I give my thoughts.
https://3speak.tv/watch?v=taskmaster4450le/wqpadfgy
The Tesla Megapack batteries from the Shanghai facility are being credited with a significant part of the increase in batter exports from China.
https://3speak.tv/watch?v=taskmaster4450le/phkfbmgu
What does this even mean?
In this video I go through what people who come from a science perspective do when making forecasts.
https://3speak.tv/watch?v=taskmaster4450le/efyvdkce
What is the Tesla ChatGPT moment? I take a look at this and when we might see it come about.
https://3speak.tv/watch?v=taskmaster4450le/hufflzru
There are a lot of irons in the fire for Tesla. Much of it is about to ramp, with 2026 breaking the downward cycle in production that happened over the past couple years.
https://3speak.tv/watch?v=taskmaster4450le/cmbsemtc
Tesla might be faring better than legacy auto with the elimination of the EV tax credit.
https://3speak.tv/watch?v=taskmaster4450le/prihicwg
Elon Musk got involved in a conversation on X that highlights a potential problem for the platform. Payments to some content creators have been short in many instances, and delayed in others.
I discuss what this means for the idea of XMoney.
https://3speak.tv/watch?v=taskmaster4450le/ypqoniqb
Tesla ordered enough actuators to build 180K robots. Is this their target in 2026?
https://3speak.tv/watch?v=taskmaster4450le/ifibwtdc
...and what it means for inference.
https://3speak.tv/watch?v=taskmaster4450le/nfdlrhxo
Tesla announced that it is increasing production in its Shanghai factory. No details were given in terms of estimated output increases.
https://3speak.tv/watch?v=taskmaster4450le/aotrsazt
This video was delayed due to 3Speak being down.
Here are some thoughts on the lower priced vehicles.
https://3speak.tv/watch?v=taskmaster4450le/scraauhn
Tesla sent out a couple of teaser videos this weekend, indicating there could be a new vehicle leaunched on 10/7.
https://3speak.tv/watch?v=taskmaster4450le/rnafdzul
Tesla released a video of Optimus3. This is creating a stir but is the reaction getting ahead of itself?
I take a look at it.
https://3speak.tv/watch?v=taskmaster4450le/gttumnet
There is massive speculation about a lower cost vehicle coming out. It was long rumored to be delivered in the 4th quarter.
Here we are. What is coming?
https://3speak.tv/watch?v=taskmaster4450le/rjdljvvk
Tesla hit it out with its deliveries.
Now onto the next quarter.
https://3speak.tv/watch?v=taskmaster4450le/zrpyagiq
Tesla released a video of the Model Y L production line. I discuss some of what this means and how things might be shaping up.
https://3speak.tv/watch?v=taskmaster4450le/afappmby
The Tesla Model Y L registrations jumped in China. We look at the numbers.
https://3speak.tv/watch?v=taskmaster4450le/rktsqpgb
Here is the article mentioned in the video:
https://www.teslarati.com/tesla-unveils-charging-innovation-semi-instantly-successful/
https://3speak.tv/watch?v=taskmaster4450le/cygmpvpo
We are seeing some warnings related to legacy auto.
https://3speak.tv/watch?v=taskmaster4450le/cjsrbahi
We hear a lot of noise about humanoid robots. There are videos placed online (most to generate more money raise for the robotic firms).
In this video I discuss why manufacturing is what will set the companies apart.
https://3speak.tv/watch?v=taskmaster4450le/cmjqbpsf
How much will this change things? I take a brief look.
https://3speak.tv/watch?v=taskmaster4450le/mazxjkez
42 cents versus $1.
That is what pulled the business from the Federal Govt to xAI and Grok.
https://3speak.tv/watch?v=taskmaster4450le/jyfywajj
What is Elon's pay package really about? It isnt the trillion dollars.
https://3speak.tv/watch?v=taskmaster4450le/idlebflx
How many vehicles will Tesla deliver in Q3? This is what my guess is.
https://3speak.tv/watch?v=taskmaster4450le/ezhbppih
Neuralink is going to trial thoughts to text technology. This could have huge impact over time to more than just those who have speech issues.
https://3speak.tv/watch?v=taskmaster4450le/vhchmavv
We are looking at a point where ICE sales will fall off a cliff. This already occurred in China to some degree and I forecast it will accelerate in 2025.
In this video I discuss how we are looking at something that was forecast a number of years back. The valley of death is where ICE declines while EVs increase, causing an evenually surpassing. This is a problem for legacy auto.
https://3speak.tv/watch?v=taskmaster4450le/vmmflyme
What is the long term value of Tesla? With the world changing so rapidly due to technology, where should the focus be?
In this video I mention the two areas where Tesla will financially benefit in the 2030s. When we look at automotives and energy, that is just a precursor of what is coming.
https://3speak.tv/watch?v=taskmaster4450le/ntpirmjy
Elon Musk mentioned in a tweet the tsunami that is being overlooed. What does this mean?
In this video I discuss the compute that Tesla is going to acquire in 2025. However, there is something else that separates them from everyone else.
https://3speak.tv/watch?v=taskmaster4450le/tjajjlep
Tesla released the deliveries and deployments for the 4th quarter.
In this video I discuss how it was a record quarter on both fronts. The auto deliveries were below expectations but still a record. I hone in on what I think the reason is. As for energy, this is something I started talking about 3 years ago. The revenues might be $3.5B for this quarter, more than double a year ago.
https://3speak.tv/watch?v=taskmaster4450le/jzelsthj
Technology goes through a predictable price curve. It is one where the early, wealthy adopters subsidize later users.
In this video I discuss how this works and why it is so important to the path which we are heading down.
https://3speak.tv/watch?v=taskmaster4450le/mwtckclh
Will ICE experience an inflection point in 2025?
In this video I discuss some of my predictions for the next 12 months in the automotive industry.
https://3speak.tv/watch?v=taskmaster4450le/vhabcvdo
xAI completely another round of funding to the tune of $6 billion. This was very telling although it wasnt the amount that stands out.
In this video I discuss how two of the investors are chipmakers. Both Nvidia and AMD invested in the latest round of funding for xAI. I dive into what this means.
https://3speak.tv/watch?v=taskmaster4450le/lfuczoto
Legacy auto is in deep in it. We have a lot of things happening that are trying to salvage these companies.
In this video I discuss the CHinese approach and how they are not really bothered by the United States locking them out. This is a longer term strategy that will crush US (along with the others) automotive.
https://3speak.tv/watch?v=taskmaster4450le/arhyexfg
There are many components to Tesla that keep expanding.
In this video I discuss one of the keys to technological advancement is convergence. This is what happens when different segments (technologies) come together.
https://3speak.tv/watch?v=taskmaster4450le/zttlvudq
German automakers are in trouble. Not only are they losing out in China, their home market is in shambles.
In this video I discuss how the German economy is worse than advertised and the impact is going to be felt even more by the legacy automakers.
https://3speak.tv/watch?v=taskmaster4450le/lsetgika
VW and the union struck a deal which will result in the closing of no (zero) factories. It does result in the elimination of 35,000 people over time.
In this video I discuss how this is the nail in the coffin of VW. They are not competitive with the Chinese factories as it is, this is only going to make it worse.
https://3speak.tv/watch?v=taskmaster4450le/jvfpdmzq
It is forecast time.
How many vehicles will Tesla deliver in the 4th quartter? This is something that will come out over the next week.
In this video I give this a shot and how I come up with the numbers.
https://3speak.tv/watch?v=taskmaster4450le/ngcgxsua
Tesla is an automotive company. Or is it.
Right now, the overwhelming percentage of the revenues come from the automotive division. This also feeds into services, which are mostly (I presume) automotive related.
In this video I dig into the numbers over the last 4 quarters and project how things will unfold throughout 2025.
https://3speak.tv/watch?v=taskmaster4450le/ybzlxljt
This was forecast.
In this video I comment on reports that Honda and Nissan are talking about merging. This is a phase the automotive industry will face, as legacy auto will downsize.
https://3speak.tv/watch?v=taskmaster4450le/neexzyag
The Powerwall is an overlooked product from Tesla Energy. We see a lot of attention going to the Megapack.
In this video I discuss how there are 100K homes involved in the VPP. Tesla is now opening up Puerto Rico for VPP enrollment.
https://3speak.tv/watch?v=taskmaster4450le/uoqjfkpb
A Tesla Semi was seen with LIDAR on it. This is an important step in the push towards getting FSD on that vehicle.
In this video I discuss why Tesla is doing this and what it means for the eventual idea of robo-trucking.
https://3speak.tv/watch?v=taskmaster4450le/btpwmxqo
Tesla is now posting their energy deployments each quarter when they annouce their vehicle deliveries.
The question is what does this mean?
In this video we dive into it and why the quarter to quarter numbers can be "lumpy".
https://3speak.tv/watch?v=taskmaster4450le/goqanmqm
This is a post that focuses upon the automotive side of things.
Tesla deliveries were roughly in line with Wall Street. They miss by about 400 vehicles.
In this video I discuss what we can potentially expect from Q4 and what to expect. At the top of the list could be the strikes at the eastern ports. This has the ability to disrupt a lot of companies' supply chains. Also, the Cybertruck could be a difference maker depending upon the scaling. Unfortunately, Tesla doesnt break out the numbers so we have no idea what the present baseline is.
https://3speak.tv/watch?v=taskmaster4450le/mwsbzcmu
Earlier in the year, the guidance was put out that Tesla would match the 2023 sales (1.8 million).
In this video I discuss what this looks like as we await the Q3 numbers. If they reach estaimtes from Wall Street, do they have a chance to match it?
https://3speak.tv/watch?v=taskmaster4450le/jubfshge
Both pointed to China as problem areas.
In this video I discuss how European car brands are suffering in China. This is due to a couple factors in my opinion.
Article mentioned in video:
https://www.cnbc.com/2024/09/30/dodge-maker-stellantis-drops-profit-warning.html
https://3speak.tv/watch?v=taskmaster4450le/qjrinpbb
Tesla FSD is a good model when viewing AI. This is all following the same pattern.
In this video I discuss the idea of faster, safer, and cheaper as the basis for AI surpassing humans. This starts with tasks but eventually threads. I use Tesla FSD as an example of how this is operating across the entire AI spectrum.
https://3speak.tv/watch?v=taskmaster4450le/nymkzxio
There is a new process being used at the Tesla Semi factory. It is a construction process developed by the company Tesla hired to built the facility.
In this video I discuss how advancements like this can accelerate a lot of things in our world. It is the compounding of these things that causes massive impacts over time.
https://3speak.tv/watch?v=taskmaster4450le/cgkgljek
Wall Street analysts are missing the boat on Tesla. Some are starting to wake up but they do not have the expertise to analyze this animal.
In this video I discuss how most still view Tesla as an automotive company. Hence, they put their automotive analysts on it, something that provides a misguided picture.
https://3speak.tv/watch?v=taskmaster4450le/lvniqicm
There is a project of bringing FSD to Cybertruck. While the owners of those are looking for it, there is a more important reason for this.
In this video, I discuss how it is a breakthrough if they can put it out for a completely different vehicle.
https://3speak.tv/watch?v=taskmaster4450le/fogotyjd
Stellantis is making headlines.
In this video I discuss how this company is proving to be a great example of why companies get disrupted. Many feel it is because they were run by idiots. This is not necessarily the case. There are a few different components which we can see in action with this company.
https://3speak.tv/watch?v=taskmaster4450le/qcvccjlp
The numbers are out and the Tesla Model Y is second in terms of sales for the first half of 2024.
In this video I discuss how the Rav4 is still leading and Tesla, even though having the best selling vehicle globally in 2023, has never led in the US.
Here is a link to the image:
https://pbs.twimg.com/media/GX8bbW6XgAA-HnT?format=jpg&name=small
https://3speak.tv/watch?v=taskmaster4450le/vhbtkjuq
We have a second high ranking automotive official expressing concern about where things stand for legacy auto.
In this video I discuss how Stallantis is following the VW statement about how dire things are for these automotive companies. When survival is the main mode, it is not positive.
https://3speak.tv/watch?v=taskmaster4450le/nlfzdtyy
This is a question many are opining about.
In this video I delve into the topic and see where the perspective is misguided. It is easy to look at the West and draw conclusions. This is not the proper viewpoint consider China is the largest market in the world. That is the one to watch and going to set the pace.
https://3speak.tv/watch?v=taskmaster4450le/zjhccdij
The scaling of the 4680 batteries is enormous Most are overlooking this impact this is going to have.
Each Semi equates to about 7.5 Cybertrucks in batteries. Once the latter is fulfilled, it is likely we see production go to the Semis.
In this video I discuss some of the time frames, we have about a year before the Semi facory is completed. This means scaling of the Cybertruck and 4680 can both take place.
https://3speak.tv/watch?v=taskmaster4450le/onwatxar
There are a number of exponentials forming within Tesla. Many call these S curves when relating to different technologies.
In this video I go through a few of them and connect how they impact each other.
https://3speak.tv/watch?v=taskmaster4450le/cxgzqhjo
Ford announced that they are setting aside $4 billion for carbon credits. The scaling back of their EV production means they are having to buy more from the market.
In this video I discuss why this is good news for the likes of Tesla and Rivian.
https://3speak.tv/watch?v=taskmaster4450le/aytftqwp
Did you ever notice how whenever Elon Miusk says something, especially about projections, the conclusion is he is a liar? Yet Mary Barra, the CEO of GM can make claims about passing Tesla and how many eHummers they will make and nothing is said when they fall far short.
In this video I discuss how the media angles this and many fall for it. While Elon was repeatedly off his the FSd, he called the 500K 2020 sales back in 2014, the Model Y being the best selling vehicle by revenues, followed, a year later, by being the best selling veh
https://3speak.tv/watch?v=taskmaster4450le/kqlzxyey
There are a couple numbers that came out regarding the Tesla Cybertruck that are of interest.
In this video I discuss how it is now the top selling EV pickup (not much of a feat since a miniscule market). More importantly, is the ramp rate for both the truck and the 4680 batteries. This could mean that the run rate, by year end (on an annualized basis) could be 150K.
https://3speak.tv/watch?v=taskmaster4450le/xkmjucjn
Jim Farley, the CEO of Ford, took a trip to China to check out the automotive happenings there. To say he was impressed is an understateemnt.
Farley is known for his candor and he was amazed.
In this video I dsicuss how Farley is no fully aware of what I have been saying: there are likely two car companies in the future, Tesla and the Chinese.
https://3speak.tv/watch?v=taskmaster4450le/natjbayr
Last month was a record for the amount of BEVs sold as a total of new vehicle sales. It was over 30% (30.8%).
In this video I discuss how the narrative of EV sales dying is untrue. We also see Norway, at the other end of the China spectrum in terms of size is over 90%.
https://3speak.tv/watch?v=taskmaster4450le/czmpoogo
The EU is looking to protect its auto industry by imposing tariffs on EVs made in China.
In this video I go through why this will fail, aside from the fact tariffs never work long term. There are technological reasons which will doom the likes of Volkswagon.
https://3speak.tv/watch?v=taskmaster4450le/sypcjyxq
There was a Wall Street Journal article which Elon Musk denied claiming that Tesla was paying XAI for access to the LLM. This might not be the case now but we are going to see these models in cars and robots.
So if Tesla isnt getting it from Grok (now), what is the story?
In this video I lay out the two options. The first is that it might be a timing thing and they will license in the future. Another, which I have not heard proposed is that Tesla could simply build their own.
https://3speak.tv/watch?v=taskmaster4450le/aatzxrni
Tesla is the undisputed leader in data. This is evident by this chart. When we look at the largest database, the Meta family of apps along with YouTube heads the list.
In this video I discuss how this is basically unrivaled and the only thing needed is to add the necessary compute.
Here is the chart with the data used in the video:
https://pbs.twimg.com/media/GWlnPwFbkAA0skc?format=jpg&name=small
https://3speak.tv/watch?v=taskmaster4450le/kcrkhowc
Tesla pushed out 87K vehicles out of the Shanghai plant. The breakdown is about a week away so we dont have in country sales versus exports.
In this video I discuss MoM and YoY numbers and how of the increase. Are we seeing a new level set by engineering updates made in the second quarter.
https://3speak.tv/watch?v=taskmaster4450le/ppxtiizp
Morgan Stanley has another report out. They place the humanoid bot as being potentially at $30 trillion. This is, by far, the largest opportunity we have ever seen.
In this video I discuss what it will take to be successful in this realm. There are a few things which are needed, even at this point to see who is going to be in a major player in the race.
https://3speak.tv/watch?v=taskmaster4450le/azajhuzf
Tesla Semi is something I am watching as the factory is now being built in Nevada. Steel is being put up which is a positive sign.
In this video I discuss how robo-trucking is more appealing to me than robotaxi and how the margins on these semis could be rather significant, especially with the software.
https://3speak.tv/watch?v=taskmaster4450le/qblqsjgj
The Megapack factory being built in China is now 45% complete. This means it will be done by the end of the year. Whether the equipment is in at that point or not remains to be seen but at least the facitility will be done.
In this video I discuss how the size differential between this and Lathrop could mean a lot more Megapacks in China. There is another factor that should bode well for Tesla in that country.
https://3speak.tv/watch?v=taskmaster4450le/mcqlrekj
When we understand what AI amounts to, we can see ow more data (especially real world) and compute ends up being the new "money printer". This is something that is going to favors Tesla greatly.
In this video I discuss how Tesla is the leader in real world data. This is coupled with the fact that by year end, it will have one of the largest clusters there is. Out of this could come an unliinted number of applications from which to sell into the market.
https://3speak.tv/watch?v=taskmaster4450le/trewumau
When it comes to AI companies, Tesla is right that. Many wil doubt this and still call it a automotive company.
In this video I discuss how Tesla creates a transfer protocol for its GPUs that is twice as fast as the industry standard, which was developed by Nvidia. This means Dojo, running on Tesla's own chips will have an advantage over the speed transfers for its Nvidia cluster.
https://3speak.tv/watch?v=taskmaster4450le/edpdhdya
Nvidia is going to report after hours.
In this video I discuss how many believe this ia a referendum on AI, including on Tesla.
https://3speak.tv/watch?v=taskmaster4450le/fwwgbscs
BYD is moving up the ranks of largest vehicle manufacturers. They are now at #7.
In this video I discuss the challenges the company will face in manufacturing outside China. They still use a process that is labor intensive, something that will not work in higher cost markets.
https://3speak.tv/watch?v=taskmaster4450le/tpvfqdft
We are clearly to the point where AI and energy cannot be separated. The former is driving a need for the latter.
In this video I discuss how all companies with large data centers are facing this issue. Tesla is one that happens to be in the energy industry, a fact that could position it very well going forward.
https://3speak.tv/watch?v=taskmaster4450le/wurrbfap
EVs sales were up in the month of June, compared to a year earlier. This goes against the trend, which was down for the month.
In this video I discuss how US EVs sales are gaining market share, albeit at a snails pace compared to China.
Here is the article with the data from the video:
https://qz.com/ev-sales-growth-electric-cars-1851625532
https://3speak.tv/watch?v=taskmaster4450le/knloguwn
China is at the center of the battery revolution. It is a country that has taken control of the supply chain. It appears most of the Western companies do not have any urgency in this matter.
In this video I discuss how Tesla is starting to establish an alternative supply chain outside China. This is a defense against both deteriorating US-China relations and also the Chinese gov't leveraging its position against the company.
https://3speak.tv/watch?v=taskmaster4450le/duzyijxy
We are seeing the need for companies to completely remake themselves. This is something that appears to be accelerating as we move deeper into the technological age.
In this video I discuss how many industries, including automotive, are under major attack. The winners in many of these will be the ones that can become technology companies. Simply adding technology to their operations likely will not be enough.
https://3speak.tv/watch?v=taskmaster4450le/oxkerlqs
General Motors is following in the footsteps of VW with the laying off of 1200 software workers.
In this video I discuss how these legacy comapnies are not adapting to the changing times. Mary Barra claimed that GM would do $100B in 2030 in software. This is going to likely delay that outcome.
https://3speak.tv/watch?v=taskmaster4450le/qldohoty
This is something that isnt discussed a great deal as of yet. There are a lot of divisions that are still in the early stages.
In this video I discuss how Tesla insurance and FSD work together.
https://3speak.tv/watch?v=taskmaster4450le/vzjdnruu
We have discussed how there are a couple markets Tesla is looking at which I feel have near unlimited TAMs.
In this video I discuss how we are dealing with the ability to scale being the main metric. It is not often we see, for extended periods of like a decade, where demand far outpaces supply.
https://3speak.tv/watch?v=taskmaster4450le/kktvrwnm
Tesla had one advantage over the other robot companies I have seen. The fact Tesla is a manufacturer is a benefit but not how many would think.
In this video I discuss how Tesla's advantage os not in producing the robots. Other companies can contract with someone to build them. The true leg up is the fact that Tesla's first robot customer will be Tesla.
https://3speak.tv/watch?v=taskmaster4450le/llcaitcy
The Chinese market is the largest, by about 40%, in the world. This means the idea the other markets ar running things is not accurate.
In this video I discuss why the Chinese are such a threat and how legacy auto simply cannot compete. This is more than EVs although that is part of the equation.
https://3speak.tv/watch?v=taskmaster4450le/bgyaopar
Companies have been talking about solving this problem for years.
In this video I discuss a way to automate the last mile. It will include autonomy, vans, and robots.
This is nothing more than discussion on my point and not based upon anything from the company.
https://3speak.tv/watch?v=taskmaster4450le/gcvpscxd
We have to keep an eye on theAI stack. This is where we can size up the potential for entities involved.
In this video I discuss some ways people can gain exposure. A lot of what we are dealing with, at this point, is populated by private companies, ones that exclude investors. However, when we look at some of the other levels, there could be some potential.
https://3speak.tv/watch?v=taskmaster4450le/vujrybst
When it comes to information, data, and the future of business, everything is changing. Here is where we see companies that are making the transition standing a chance to be more than just an industry specific company.
In this video I discuss the idea of the future being technology companies, regardless of the industry.
https://3speak.tv/watch?v=taskmaster4450le/weaxblki
This is according to a Grayscale executive.
In this video I discuss how the is the sentiment we have discussed. There will likely come a day where we have weighted indexes based upon crypto. We also could see a variety of derivatives created, which are even built on top of other Wall Street crypto products.
Here is a link to the article:
https://cointelegraph.com/news/crypto-etfs-expand-new-asset-types-indexes-grayscale-executive?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
https://3speak.tv/watch?v=taskmaster4450le/bshvplon
When we look at companies like Amazon and Apple, the area where they excel is in their ability to scale. This is something that is inherent in the digital world and these companies have taken it to the physical.
In this video I discuss how Apple, even when their flagship product flatlines, their business model still scales, keeping the companie's value growing. This is important to note as many companies are the exact opposite of that.
https://3speak.tv/watch?v=taskmaster4450le/xtojktrm
We are already starting to see some hype perking up surrounding humanoid bots. This is specifically tied to the in home robot.
In this video I go through why the excitement around this potential is misguided, at least in the medium term. There are two reasons I see standing in the way.
https://3speak.tv/watch?v=taskmaster4450le/lpkjeobg
So far, the Cybertruck was operating on a negative profit margin. This is common with new lines until the ramp is to the point of profitability.
In this video I discuss how some did a dive and areprojecting a few points profit margin on the Cybertruck in Q3. It will still be an overall drain on automotive margins since it is below the total. It might not add to the margin until Q1 of next year.
https://3speak.tv/watch?v=taskmaster4450le/ciquruzu
China sales last month reveal 51% of the total were either BEV or PHEV. BEV accounted for 28% of the total. This means those sales outpaced ICE.
This is the largest car market in the world, by a wide marging.
In this video I discuss how we are going to see an EV explosion. For the moment, EVs are premium autos. There arent really economy priced vehicles outside China. That is going to change. Once it does, the adoption rate in the US and Western Europe will follow a similar path.
By the way, a year ago, PHEV and BEV sales in China accounted for 36% of the total.
https://3speak.tv/watch?v=taskmaster4450le/iadbsran
We are looking at things moving even more rapidly than at the start of the year. With all that is taking place, are we moving towards AGI? This is a question many are pondering.
In this video I discuss how Tesla is potentially being well positioned to take advantage of this. While nothing is certain as to how to get there, a growing number of experts believe we require agency skills. To achieve this, the path is likely to require real world data.
https://3speak.tv/watch?v=taskmaster4450le/vexbgkof
It is hard to know how much of each product is being sold. Withint he energy division, the Powerwall versus Megapack sales are not broken out.
In this video I discuss how Tesla released a video about the Powerwall capacity. It is able to spit out one every 25 seconds, or 700K per year. This is the production capacity and not the amount shipped.
https://3speak.tv/watch?v=taskmaster4450le/rxxjqfje
This was something that was started as a "moonshot" project. It is now becoming more important as Nividia chips get harder to get.
In this video I discuss how Tesla's decision to design its own chip is now going to be paying off. There are 8K in operation and we can expect this to more towards 50K. Nvidia is being swamped with orders, forcing companies, including Meta, to seek other alternatives.
https://3speak.tv/watch?v=taskmaster4450le/yawyuulw
What happens to those companies that enter a field where there is basically unlimited TAM? How does that change the stucture of how business is conducted?
In this video I discuss the world of robotics and how competition is eliminated when the only constraint is production. The demand is virtually unlimited for robots since economic productivity jumps with each one implemented.
https://3speak.tv/watch?v=taskmaster4450le/jcnmcyyi
This is in response to an interview Elon Musk did with Lex Fridman where he mentioned Tesla could hit $100B in revenues this eyar.
In this video I discuss what that would mean in the second half (almost $54B) and some factors which could lead to that increase.
https://3speak.tv/watch?v=taskmaster4450le/kmiouwyi
The entire economy is going to change. When it comes to economic productivity, there are three components that allow it to grow.
In this video I discuss how two of them are going to be supercharged. AI and robotics are going to change the entire foundation of the economy.
https://3speak.tv/watch?v=taskmaster4450le/vmxyvgly
Things are advancing rapidly. The ability to "learn" from video is having enormous impact upon the pursuit for humanoid robits.
In this video I discuss how there was a line crossed in the learning which now is accelerating things. Since this is the case, with a number of working prototypes, we are confronted with just the scaling issue. This will take a couple years but is going to break through with some large numbers. My guess is we see significant production in 2027..
https://3speak.tv/watch?v=taskmaster4450le/dgtpuqto
Many companies are after the Holy Grail of batteries.
In this video I discuss how many companies are after the dry cathode process. It is often thought of one of the Holy Grails of battery production. Many are entering that but cannot scale. Tesla is now taking a step it hopes will pan out.
https://3speak.tv/watch?v=taskmaster4450le/beljyaaf
The Cybertruck is reportedly now in the games Rocket League and Fortnight.
In this video I discuss how placement advertising (or simply having something placed) is an effective tactic to get some subliminal advertising going. In this instance, I am not sure of how it came about but the product is now part of those games.
https://3speak.tv/watch?v=taskmaster4450le/stkijhwh
Some still view Tesla as a car company. For this reason, we look at the China sales.
In this video I discuss how we are seeing a 49% QoQ and 33% YoY based upon the insurance registration. This does not factor in exports which we have no data on at this point.
https://3speak.tv/watch?v=taskmaster4450le/hzfxhluj
Mentioned on the earnings call was Dojo. It was kind of in passing but this is going to become an even larger part of the AI stack.
In this video I discuss how the access to GPUs is only going to get tougher. Tesla already designed their own and has them being produced. They were only doing it sparingly, opting for what they could get from NVIDIA. Now, with that supply getting tight, it is time to focus upon Dojo.
https://3speak.tv/watch?v=taskmaster4450le/gidrpwgp
Over the last couple quarters, the discussion around inference computing is heightening. As AI models become more popular, the need for inference explodes.
In this video I discuss how this was mentioned on the last earnings call and how it could include the Tesla bot as capable of doing inference.
https://3speak.tv/watch?v=taskmaster4450le/kagexepy
When looking at this, any difinitive answer is only possible after the details are known. At this point, if Tesla would invest $5B in xAI, how much of the company does it get?
In this video we look at two factors: Stake/ROI and software stack control. This starts with how important is each to Tesla?
https://3speak.tv/watch?v=taskmaster4450le/lxkyvjwx
This is the first of a two part video series.
There is discussion going around about whether Tesla should invest in xAI. This is something that was brought up in the past so we might be looking at another talking point that doesnt go anywhere.
In this video I discuss the important component to Tesla, Grok, and where I understand that to stand.
Then, in the second video, I will go into the specifics, as we know it, about the reasons for and against this.
https://3speak.tv/watch?v=taskmaster4450le/sqatmfsl
As I dive deeper into the Megapack numbers, things just keep getting more impressive.
One of the keys to understanding this product is the fact they are sold on performance contracts. That means that certain levels have to be hit before the company can realize the revenues. What this means is the company is deferring a great deal of revenue from this product.
In this video I discuss the differnce from teh 10-Q at the end of Q1 and Q2. This is where it spells out what is deferred within the energy business and what they expect to meet over the next 12 months. We can see how the energy numbers are about to change even more.
https://3speak.tv/watch?v=taskmaster4450le/egofixrn
In this video I discuss the next generation of Megapack. This is sometime in the future, not arriving in any numbers before 2026.
This is an important solution in an increasingly competitive market. When looking at the bottlenecks that AI and data centers are causing, Tesla is looking at helping to alleviate a big one.
https://3speak.tv/watch?v=taskmaster4450le/dluxjbje
When will the Tesla bot (called Optimus) roll out? It is already handling some tasks within Tesla factories, albeit likely very limited.
In this video I discuss a timeline based upon what we know and what Elon has put forth. My view is we can look for a ramp in production i 2027.
https://3speak.tv/watch?v=taskmaster4450le/gaxycwul
Compute is going to be the currency of the future, at least for major businesses. We see how this is already forming.
In this video I discuss a concept such as distributed computing, and how crucial it is for the future. Most are aware of GPUs and how they are the rage. Some believe inference compute is an even bigger bottleneck since the compute will be even higher than training. This is all tied to energy requirements, which are already facing massive pushed in demand over the next half decade.
https://3speak.tv/watch?v=taskmaster4450le/rqcgknmy
I mentioned a video that was posted by CNBC discussing the Gigapress manufacturing concept and how EV makers are betting on it.
The problem is Tesla started using these back in 2018.
Here is the link to that video:
In this one I discuss how Tesla is already integrating part of their next manufacturing process into its upcoming model. This is not a full clean sheet design since it is using the existing line structure but will be incorporate in the future as a new process
https://3speak.tv/watch?v=taskmaster4450le/xdrbedvs
The Megapack is the golden child of Tesla Energy. This is something that is a license to print money.
In this video I discuss why utilities need this product and how it is a money generator for them. This mean that there is a payback period before it is profitable for the utility.
As an aside, there is also tremendous demand on utilities to get more electricity out.
https://3speak.tv/watch?v=taskmaster4450le/icxhchlb
Interconnect Energy just plaed an order for roughly $3.9 billion in Megapacks, It is over 3,000 of them.
In this video I go through what this means and why Tesla Megapacks are one of the things I am most excited about this company. The TAM is simply enormous.
Here is the link to the ariticle mentioned:
https://www.intersectpower.com/press-releases/tesla-provides-intersect-power-with-15-3-gwh-of-megapacks-for-solar-storage-projects/
https://3speak.tv/watch?v=taskmaster4450le/nlanispa
The Megapack factory in Shanghai is on track to be completed in Q1 next year. This was stated by the #2 Tesla person in China.
In this video I discuss why this is important and how a cap on their energy growth based upon capacity might be close.
https://3speak.tv/watch?v=taskmaster4450le/qpprhrrv
A lot within the crypto community are trying to isolate if a Trump administration is beneficial to Tesla and how.
In this video I discuss why it really doesnt matter who wins. This is actually the same approach I take to crypto also.
https://3speak.tv/watch?v=taskmaster4450le/mpgjnfha
Since we are in a politicized world, at least in the US, many are questioning whether Elon's support of Trump harms or hurts Tesla.
In this video I dive into this topic to see if there are pros or cons with this decision.
https://3speak.tv/watch?v=taskmaster4450le/knazlkil
There are those who are making videos and writing an article about who is leading the robotic race. This is senseless.
In this video I discuss how it is really early and things are going to change in a big way over the next couple years. At best, we will not see even minimum production before 2026. It is likely we do not see decent ramping until 2027 or 2028.
There is a lot of changes which will take place.
https://3speak.tv/watch?v=taskmaster4450le/jrzgyrtf
The Tesla Semi targets the movement of cargo. To me, this is a much bigger market than the moving of people, especially since many people own their vehicles.
In this video I discuss why RoboTrucking is more exciting to me than robotaxis. While the latter gets all the attention, the former is where the money might be.
https://3speak.tv/watch?v=taskmaster4450le/zgyvxgdm
This is the second part of our loo at the Tesla Semi.
In this video I discuss which segment of the market we are looking at. Also, we focus upon the add on that are not commonly thought about. Entities moving into this realm are going to have to also look at infrastructure.
https://3speak.tv/watch?v=taskmaster4450le/eloaxdlx
Over the next few videos we are going to cover the Tesla Semi. I will discuss why this is something that is going to have an impact starting in 2026.
In this video I delve into where the Semi is now and why it is positioned this way.
https://3speak.tv/watch?v=taskmaster4450le/mdhaogyh
In my view, there are three major shifts taking place in automotive. This is the framework upon which I size up what is taking place within the industry.
These three are explained within the video.
https://3speak.tv/watch?v=taskmaster4450le/ifprddoo
Legacy auto is done and it has nothing to do with the automobile industry. This is not excluive to this sector. In fact, we have seen it repeatedly.
In this video I discuss the nature of disruption and why legacy auto cannot fight it. Actually, the nature of disruption means that companies are impotent against the attacks.
https://3speak.tv/watch?v=taskmaster4450le/mfcndbtu
There is a lot of noise around the Tesla community regarding short sellers and how this precentage jumped from 3.2% to 3.8%. This after a long run.
In this video I break down the two main types of short sellers along with what is really taking place. This is a market action and, to many shorts, the company means little. They are looking for moves in the stock price, that is all.
I provide a comparison of how NVIDIA performed yet this could also see an increase in position. It actually makes sense that short positions increase when big moves take place.
We dive into it here.
https://3speak.tv/watch?v=taskmaster4450le/qpjxsnwb
We are seeing the "moats" tied to different industries starting to break down. This is what happens with technology.
In this video I discuss how Elon Musk has a series of companies, some of them interconnected. This is a certain advnatage to Tesla as other companies have to seek outside themselves to try and get what they need. In a technological world, this could be problematic.
https://3speak.tv/watch?v=taskmaster4450le/eqqbqwce
Tesla and BYD are companies that are going to be aligned in the future even though they focus upon some different areas. The most obvious overlap is in automotive where both are positioned. We also have Tesla as a customer of BYD as they are one of the companies that supplies batteries.
In this video I compare how these companies are going to proceed forward and what the future looks like.
https://3speak.tv/watch?v=taskmaster4450le/gbzkexrm
The Tesla Megapack is sold on a performance contract. This changes the accounting completely of when revenue can be recognized and how it is deferred.
In this video I discuss how that can cloud what is taking place and how it can get overlooked since the revenues are not appearing in the quarter the expsenses show up.
https://3speak.tv/watch?v=taskmaster4450le/jlhtbmju
Some are getting excited at reports that the Cybertruck was the best selling EV pickup truck. To me, this belongs in the who cares category.
In this video I discuss how segmenting EV versus non is foolish. If becoming the best selling EV pickup is a stepping stone, fine. But the real juice is in the total market and grabbing share there. Tesla did this in the two segments it focuses upon with the 3 and Y. Right now, the Cybertruck is scaling so there is really nothing to tell. Until the annualized run rate is around 200K, it is just ramping.
https://3speak.tv/watch?v=taskmaster4450le/qssubfcm
The TAM of this market is absurd.
In this video I discuss how some estimate the labor market to be around $35 trillion per year. This paid labor. What about unpaid labor? There are a lot of things people do each day that isnt compensated.
Here is where we see the potential much greater than commonly discussed.
https://3speak.tv/watch?v=taskmaster4450le/vvtebgxn
Shorting stock is a market activity. This is a legitimate tactic for traders who know what they are doing.
In this video I discuss the difference between those who who short as a trade and perma-shorters who take a stance and never change. Jim Chanos is one who had to close his fund down.
https://3speak.tv/watch?v=taskmaster4450le/yiwbnbfw
Tesla released the 2nd quarter numbers for their deliveries.
In this video I discuss the aspect of Tesla that I am most excited about. The number of cars delivered didnt concern me. What I like was 9.4 GW of energy delivered. This is something that I talked about for a couple years and it is starting to materialize.
There was more than 100% growth Q-o-Q along with a near 200% YoY. Over the next couple years, I figure the growth will be huge in this sector of the business something evidence by the enormous TAM.
https://3speak.tv/watch?v=taskmaster4450le/rmeerjig
There is a lot of focus on companies that are achieving GPUs like Meta, Xai, and Tesla. These are obviously required for the training of neural networks.
In this video I discuss how, over the next few years, there will be something that outpaces it. We are going to see the need for inference explode. This is something that Tesla is working upon. Musk understands how there is a major need for this and how Tesla has access to millions of computers.
Here is the article mentioned in the video:\
https://www.nextbigfuture.com/2024/06/distributed-ai-inference-will-capture-most-of-the-llm-value.html
https://3speak.tv/watch?v=taskmaster4450le/xmtpjwpn
This is a view that some are taking. There are people who are claiming it can be the most important day in company history.
In this video, I discuss this idea and what variables we are looking at. Obviously we will have to see what comes out on 8/8 to truly know, there are some areas that we can focus.
https://3speak.tv/watch?v=taskmaster4450le/xcadphyi
Tesla is no longer just a car company. This is a fact lost on many, especially Wall Street.
in this video I discuss the latest report out of Morgan Stanley that shows how some are starting to looking at Tesla as more than just a car company.
https://3speak.tv/watch?v=taskmaster4450le/hfqjnwer
What is the future of the automotive industry?
In this video I discuss the different components that are taking place now and how this can potentially unfold. We are going to see this move to transportation as a service.
https://3speak.tv/watch?v=taskmaster4450le/nzondhwd
The CEOs of other automakers, like Jim Farley and Mary Barra, say the right things, causing the media to fawn over them.
In this video I discuss how they never achieve what they claim, at least the last 5-6 years. With Jim Farley, the claims he makes, how are they going to get there?
https://3speak.tv/watch?v=taskmaster4450le/uglmsvmy
Electric vehicle maker is getting $5 bililion in a funding deal from Volkswagon.
In this video I discuss why Rivian needed the money and what could VW be after in this deal.
https://3speak.tv/watch?v=taskmaster4450le/sqqvjkdc
Tesla is actually being used in the real world. When it comes to inference, Tesla is one of the few who have millions of inference computers going at one time.
In this video I discuss where the AI hype is coming from. The fact that people do not see it in real world is leading to this conclusion. While I disagree with the sentiment, there is some validity to it since it is not seen in the open.
https://3speak.tv/watch?v=taskmaster4450le/lzibjhbc
We have a lot of content created around Tesla. There are channels on YouTube that are completely dedicated to the company. This is in addition to the usually channels of mainstream media (especially financial) and Wall Street analysts.
In this video I discuss how this impacts things such as the sharehodler vote along with laying the foundation for "social tokens".
https://3speak.tv/watch?v=taskmaster4450le/hpnatesy
We tend to have an issue with big numbers. Our minds process new information by associating it with what we know.
In this video I discuss what is happening with some of the projections and how things change over time in the markets. This includes what is going on with Tesla.
https://3speak.tv/watch?v=taskmaster4450le/qhduefov
Like many other technology companies, Tesla is going to see a huge jump in numbers. We saw it with Apple and Amazon. This is following a similar pattern.
In this video I discuss how we are going to see the Tesla layers impact on revenues and profits over the next 5 years. It is going to be exponential, just like we saw with Amazon profitability.
https://3speak.tv/watch?v=taskmaster4450le/lanfggca
If we look at the different sectors that Tesla is entering, we see an interesting situation.
In this video I discuss how each level is bigger than the previous. If we start with autos and move up to robots, we see this clearly. That is why focusing upon Tesla as an purely an automotive company is foolish.
https://3speak.tv/watch?v=taskmaster4450le/cedqxfts
Tesla Energy is going to become more important as the years roll by.
In this video I discuss the forecast that the energy needs for data centers in the US will equate to about 155 million EVs. This is only dealing with one country, leaving aside the fact China, Japan, and the EU face similar circumstances. Here is where Tesla Energy really stands to benefit.
https://3speak.tv/watch?v=taskmaster4450le/icskattz
I often discuss the idea of convergence. This is the most poweful force in technology.
In this video I discuss the close relationship of Elon Musk companies and how they can, in differing ways, converge upon Tesla.
https://3speak.tv/watch?v=taskmaster4450le/quknmmqz
Master Plan #4 is in the works. This is something that Musk tweeted out that he was working on.
For those who do not know, this is something Musk started back around 2005 or 2006 when he released the first version. This laid out the plan for where Tesla was going.
In this video I discuss what might be in the 4th one along with how it could apply to a few of his companies, not just Tesla.
https://3speak.tv/watch?v=taskmaster4450le/tqswstlj
Most people look at a stock and think short term. This means looking at what is right in front of them. Analysts are notorious for this, completely dismissing aspects that do not affect the immediate term.
In this video I discuss how, when it comes to technology companies, this is a mistake. We have enough history to know that they keep missing because they simply will not believe what is happening.
How many books will Amazon sell this quarter? Not a relevant question at this point is it? What happened?
https://3speak.tv/watch?v=taskmaster4450le/zxhevois
There is a lot happening with Tesla Energy.
Powerwall3 rolled out. We are on the second generation Megapack with the plant in China being built. On top of that, in about 18 months, Megapack3 will be released, with the potential to plug the lines right into the unit.
In this video I discuss how this is shaping up to be a $100 billion (in annual revenues) division for Tesla. If they get 5-6 plants built by the end of the decade, we could see those types of numbers.
https://3speak.tv/watch?v=taskmaster4450le/vfgfptaj
At the shareholder meeting, Elon laid out a possible path to an astronomical market cap. This has calls that it is insane and the idea of a company 10x that of the largest company now is absurd.
In this video I discuss how Elon is likely providing insight into the basis for what will become the next comp plan that the board puts together.
https://3speak.tv/watch?v=taskmaster4450le/ucanjbtc
At the shareholder meeting yesterday, Elon Musk did a deeper dive into the potential of the Tesla bot and the impact it could have on the market cap of the company long term.
In this video I dsicuss the market and how he came up with the numbers. The question is can they get the price down to where he is forecasting. A market of 100 million robots produced per year is not exceissive if we consider the total labor market (and some things not in the labor market)
https://3speak.tv/watch?v=taskmaster4450le/lneauhpa
There is a lot of noise out there regarding EVs with politicians piping in. Unfortunately, this only muddies the waters.
In this video I discuss what is going to make EVs successful regardless of people like Biden or Trump and the positions they take.
https://3speak.tv/watch?v=taskmaster4450le/ifghfmew
There was an article in China that talked about FSD and how it is going.
In this video I discuss what this means for the training of the system. There are laws in many countries around data and what can leave the country. Here is where we can get an idea of how this is going to move forward.
https://3speak.tv/watch?v=taskmaster4450le/nbvoctcw
General Motors board approved a $10 billion stock buyback of the company stock. Actually it was an additional move that pushes the total to that level.
This at a time when the industry is facing massive disruption.
In this video I discuss how GM and Tesla constrast. One is likely the future while the other is the past.
https://3speak.tv/watch?v=taskmaster4450le/gngokefe
There is some confusion since someone is out there claiming that Tesla is going to move into cloud like AWS. This might have been something Elon said that was misinterpreted or warped on purpose.
In this video I go through the idea of inference and how this applies to the Tesla computers that are on each vehicle.
https://3speak.tv/watch?v=taskmaster4450le/dxhhchun
Here is where we are seeing some validity to those who claim AI nothing more than hype. Where are the products and, more importantly, the monetization?
In this video I discuss how FSD is actually a product that can be monetized. This is something the LLMs are not doing, although they are being incorporated in other products. The next step will be having applications actually designed for specific purposes.
https://3speak.tv/watch?v=taskmaster4450le/fgodxfso
The reason why most people miss what is taking place is because we are not conditioned to mentally embrace the world we are in. Throughout human history, we operated on a local and linear model. This was the realm we lived in.
In this video I discuss how that all changed with digital. We are now operating in a global and exponential world. That changes everything.
https://3speak.tv/watch?v=taskmaster4450le/pejhldwf
In this video I dive into some of what is taking place in China. The economy there is still a mess although there are some signs things might be improving.
For now, the Chinese automakers seem to get the Tesla treatment by the media, with lies and distortions from the usual suspects.
https://3speak.tv/watch?v=taskmaster4450le/syskewfa
There is a lot being made about the robotaxi network. This is leading some people to believe that Tesla will stop selling cars.
In this video I discuss how this is not likely to be the case and why this is so.
https://3speak.tv/watch?v=taskmaster4450le/jsgeuocn
Tesla has a new manufacturing process for its next generation vehicle. Elon and Huang has a close relationship. Does that mean what Nvidia is doing has an impact on Tesla? Hard to tell.
In this video I discuss what Huang has laid out regarding the IT of manufacturing and how he foresees it affecting $100 trillion globally.
https://3speak.tv/watch?v=taskmaster4450le/kugmslkb
We see the analysts and money managers on networks such as CNBC and Bloomberg. These people tell us how good or bad something is, especially when it comes to a company.
In this video I discuss why these people are, overall, not knowledgeable. Many are actually nothing more than salespeople. Outside that, few take the time to truly research what is taking place within what they are talking about.
https://3speak.tv/watch?v=taskmaster4450le/tmgsapmn
This is a question that was posed to me.
In this video I discuss the concept. There really is not an exact date where this occurs. In fact, as mentioned in the video, we often cannot see it in hindsight such as with Amazon.
https://3speak.tv/watch?v=taskmaster4450le/ckfukmyk
There is a lot of speculation about who is going to dominate in aspects of AI.
In this video I discuss how this is changing. We need to understand how things are transitioning. Winner take most is Web 2.0.
https://3speak.tv/watch?v=taskmaster4450le/rqcfunrc
There is a race shaping up. You have big tech in the LLM game. There is, however, another layer.
In this video I discuss what is taking place and how the big is actually bigger.
https://3speak.tv/watch?v=taskmaster4450le/sdfcshia
Some are speculating that Tesla will bring out an electric van. This may or may not be the case. However, I will use this as the scenario which will exemplify how convergence could take place.
In this video I go through the van, autonomy, ai, and the Tesla Bot to paint an image of the future.
https://3speak.tv/watch?v=taskmaster4450le/eexcphzi
Since the announcement that xAI raised $6 billion to build a "supercomputer" many are opining that Tesla should the one doing that.
This is more evidence of nonsens.
In this video I go through what Tesla is doing as compared to xAI, how there might be some collaboration (just like with other companies creating LLMs) and a presumption people make that might render the entire conversation useless.
https://3speak.tv/watch?v=taskmaster4450le/skkghhei
When we look at robots, something interesting emerges. This leads into exponentials, especially when tied to AI.
In this video I discuss feedback loops between bots and AI. We also have a lot of exponentials to look at.
https://3speak.tv/watch?v=taskmaster4450le/wlfwgopa
The CEO of Stellantis has come out against the tariffs for Chinese automakers. His claim is that, if it happens, there is no incentive for the companies to innovate and try to match the Chinese on production costs.
In this video I go through how this could affect things long term and the fact that protectionism take the path exactly as he is stating.
https://3speak.tv/watch?v=taskmaster4450le/nsxgryvr
Reports are some Chinese EV makers, NEO and Xpang in particular, saw their payment times to their suppliers increase drastically. Neo is reported to take a year to pay an invoice.
In this video I discuss how automotive is a high expense industry and this is why cash flow is vital. We also have the defense against certain markets. These companies are basically dependent upon the Chinese market since they have few sales outside right now. This market is termed a "blood bath".
https://3speak.tv/watch?v=taskmaster4450le/dgwkamjp
With a shareholder vote coming up, there are many who speculate the possibility that Elon Musk will leave the company.
In this video I go through my scenario and why this is not likely. What gets overlooked is Elon Inc.
https://3speak.tv/watch?v=taskmaster4450le/turkxxhc
When we look at AI, the focus tends to be on GPUs and Nvidia. This is valid since it is how neural networks are trained.
In this video I discuss the equally as important aspect of inference compute. It was something Elon Musk discussed on the last earnings call.
https://3speak.tv/watch?v=taskmaster4450le/yxulpeaq
Nvidia had its earnings call. It was as good as it gets.
In this video I discuss the AI stack and how Tesla is positioning itself. Nvidia is at the base layer, Tesla is operating up top of that. Here is what it means.
https://3speak.tv/watch?v=taskmaster4450le/mysmmizy
There was a big presentation given that provides some clarity for Tesla Semi.
In this video I discuss how this is a different market than autos and how the purchase of the vehicles by a compnay is just the start. There is a great deal mroe than has to be added.
https://3speak.tv/watch?v=taskmaster4450le/nwwoxafb
Tesla auto is something that might have some potential. It is not a major aspect to the business.
In this video I discuss a headline of how someone did a video about Tesla insurance would kill the insurance business and how it is going to crash. I dive into what is really going on, the potential and how a clickbait headline is not anywhere near reality.
https://3speak.tv/watch?v=taskmaster4450le/zxsogwoh
Wall Street analysts are slow to change. Their view of things tends to be the same. We know this because they keep calling Tesla a car company.
In this video I discuss a couple reports (rumors) about the purchase of compute. What we are seeing is the difference between an innovative company and one that simply is a traditionial (fill in the blank).
https://3speak.tv/watch?v=taskmaster4450le/epeusmkf
Here are the stats cited in the video:
Pickup Truck Model Units Sold
Ford F-Series 896,536
Chevrolet Silverado 537,707
Ram Pickup 468,555
GMC Sierra 250,121
Toyota Tundra 124,085
In this video I discuss how the full size pickup truck market is a major profit center for these manufacturers. With the introduction of the Cybertruck, this could be a problem if they can put out 250K-300K per year. Scaling to that level would likely come at the expense of some of these other companies. I mention who I think is at risk in this video.
https://3speak.tv/watch?v=taskmaster4450le/pbqhwwmb
This is something that applies to Tesla but it actually is a part of technology in general.
In this video I go through the doomer mindset as it applies to technology and how, like those who believe we will arrive at a technological utopia, is usually wrong.
https://3speak.tv/watch?v=taskmaster4450le/kwzyfvhq
The Biden Administration just placed a 100% tariff on electric vehicles imported from China. This is a move in the ongoing trade war.
In this video I discuss how this could affect things in both the near and long term.
https://3speak.tv/watch?v=taskmaster4450le/szhaoaej
This is a lesson for all technology companies. When looking at things, we tend to focus upon specific aspects instead of looking at the entirety.
In this video I discuss how the most recent announcements by both OpenAI and Google exemplify how we can miss a lot by simply focusing upon individual aspects of the situation.
https://3speak.tv/watch?v=taskmaster4450le/chrsuzxz
We are still very early in the robot race. Many want to claim a winner (clickbait behind most of it) yet we have to realize how big and variable this is.
In this video I discuss how a high end supercar is not built for $25K. There are different segments of the market companies target. Robots will be no different. Some will have less functionality while carrying a cheaper price. Still others will be very specific in their use cases.
https://3speak.tv/watch?v=taskmaster4450le/icnrymxq
The more powerful technology is always convergence. This generates exponential outputs.
In this video I discuss how Tesla has many different areas that feed into a much larger system. I go through a couple example of how things evolving will start to impact other areas.
https://3speak.tv/watch?v=taskmaster4450le/nmdbxpmj
As I said, if you don't grasp technological trends, you are missing out on what is taking place. This is becoming even greater as things accelerate.
In this video I discuss how Amazon is into many different things. Apple is rumored to be getting involved with Rivian. But Tesla is just a car company.
https://3speak.tv/watch?v=taskmaster4450le/cftnrbiu
Put this in the nonsense from the campaign trail.
In this video I discuss Trump's comments and what the reality of the situation is. It starts in China, something that Trump would have no control over it.
https://3speak.tv/watch?v=taskmaster4450le/dxqndype
There was an interview, I believe it was with the CEO of BP, who said that they are looking at buying Tesla charging stations. The words he used were very fuzzy make drawing a conclusion very easy.
In this video I discuss what he might have been referring to. There are a number of things that could have set this off, at this time.
https://3speak.tv/watch?v=taskmaster4450le/yjpjqpat
The humanoid robot market is getting a lot of attention. This is bringing out conversation of who is going to dominate.
In this video I discuss how this is not going to be the case. We are looking at a near unlimited TAM which means abundance. It is time to frame this properly.
https://3speak.tv/watch?v=taskmaster4450le/mafmvahv
Usually I frame this discussion in terms of Tesla. Today, we will use Disney as the example and the nosense that takes place.
In this video I cover how Disney "lost $20 billiion" which is obviously misleading. The market cap dropped $20B after the earnings call. So what? This is why the market focus is misguided.
https://3speak.tv/watch?v=taskmaster4450le/kxyvozyp
The short answer is I don't care.
In this video I discuss what people are saying and the idea of Berkshire taking a stake in Tesla.
https://3speak.tv/watch?v=taskmaster4450le/qgvtocvr
The major news was Tesla (Elon) getting rid of the entire self charging team. This has led to massive speculation as to what is taking place.
In this video I discuss some of the theories along with add my own speculation. Like anything with Tesla, it gets a lot of coverage.
https://3speak.tv/watch?v=taskmaster4450le/qbprxxko
Tesla is adding more options to their software lineup.
In this video I discuss how they have added a range extender option to the Model Y in the US. This will go for $1500 or $2000 and move it another 40-60 miles.
https://3speak.tv/watch?v=taskmaster4450le/tprrhmbm
Tesla has a number of "moonshots" going on. This is something that is important to consider.
In this video, I am going to how most technology companies have to think this way. Those are the ones that will have a major impact going forward.
https://3speak.tv/watch?v=taskmaster4450le/ibvilzla
When digging into the code, it was determined that Tesla has coded the future ability to talk to (and have it talk back) the car.
In this video I discuss the idea of imtegrating chatbots into autos and what that can mean.
https://3speak.tv/watch?v=taskmaster4450le/bujzvjhn
The last earnings call by Tesla raised a number of different points. One thing that got attention was the potential of having a distributed inference network.
In this video I discuss how this could look and what pieces could be involved in this.
https://3speak.tv/watch?v=taskmaster4450le/rccckwwi
What is inference computing? How does this play into AI and LLMs.
In this video I discuss how Tesla, if they keep building out their fleet, will have the largest distributed inference computing network in the world.
https://3speak.tv/watch?v=taskmaster4450le/nvcjkmkh
This is going to be a multi-video series.
In this video I discuss the concept of AGI and some of the fears associated with it. WIth this one, I go into some of the potential paths that people keep bringing up.
https://3speak.tv/watch?v=taskmaster4450le/tndakazg
The big news coming out of the weekend was the fact that Musk went to China and go approval for the opening of FSD in the country.
In this video I discuss what is happening along with the partnership with Baidu.
https://3speak.tv/watch?v=taskmaster4450le/qzqhclaf
I was asked what I thought about Nvidia considering I talk/write about AI and the changes it is bringing.
In this video I discuss some of the basics that I would look for regarding the company. This is not financial advice nor do I have deep knowledge about the position the company is in. I cover some of the areas that I would research and dig deeper into when sizing up this entity along with its future.
https://3speak.tv/watch?v=taskmaster4450le/ermagguh
In the last video, we discussed how FSD and robotaxis are two different revenue streams. FSD is a subscription model that is being rolled out.
After the video was made, reports started to circulate that enhanced autopilot was released in China. We are unclear whether this is FSD which requires another name in China or a different version. This will have to be spelled out in the next few weeks.
In this video I discuss the numbers and how it enhances the push towards 1 million subscribers. The profitability might change some since the Chinese prices are $99 per month or $66 per for a 3 month subscription. We will presume the same 80% profit margin on the software.
https://3speak.tv/watch?v=taskmaster4450le/ruzhjsgk
People keep talking about robotaxi. Many are shifting with the narrative. The problem is that it overlooked at the revenue generator that is before us.
In this video I discuss how FSD is the next revenue center. This will not take a lot to get $40 million in monthly profit. No matter what happens with the robotaxi, we are going to see FSD subscriptions adds to the profitability of the company by the start of the next quarter.
https://3speak.tv/watch?v=taskmaster4450le/lceqfuzp
Tesla Energy had a record quarter. This was reflected in both the GigaWatts installed along with revenue recognized. This does not include the deferred revenues due to the Megapacks which requires certain metrics met before the revenues is booked.
In this video I discuss how the projection is 75% growth this year, putting it over 25 GW for 2024. This is something the company knows since it knows not only what Megapacks will be sold but also who they will deliver them to. These are ordered by utilities, hence the sales/production cycle is similar to Boeing.
https://3speak.tv/watch?v=taskmaster4450le/wqmhhlik
To say that Tesla is just a car company was made explicitly wrong on the earnings call the other day.
We are watching a complete transition, albeit a continuation of what was already started, before our eyes.
In this video I discuss how Tesla is going to address a major problem in the future, inference. Anyone who looks at the world of AI knows how this is a bottleneck that many are now discussing. Tesla is putting out 1KW on each vehicle.
https://3speak.tv/watch?v=taskmaster4450le/dbgtwqej
The market appears to like the fact that Tesla said on its earnings call that it is not delaying the production of the next gen car. In fact, it is accelerating that by adapting its present lines. There was also the mention by Elon that he does not believe deliveries will be down and expects to have an increase (no specifics). That means at least 1.8 million is still on the table.
All the focus upon autos.
In this video I discuss some of the key points as to why Tesla is much more than that and how it is unfolding in front of our eyes.
https://3speak.tv/watch?v=taskmaster4450le/oehkrfmz
The line between digital and physical is merging.
In this video I discuss how Tesla is getting into the search engine busiess. It is not, however, what we typically think. Instead, we are dealing with tens of millions of cameras providing vast amounts of video. Through labeling, this will allow Tesla to effective build a real world search engine.
https://3speak.tv/watch?v=taskmaster4450le/pqdgrwge
The sky is falling. Tesla is going out of business.
This is basically the message from the financial media. It is nonsense but that doesnt mean there isnt an impact.
In this video I discuss the disconnect between what is going on with the company and how the stock is reacting. Many will assert that markets can offer price but they are lousy at sizing up value. Nowhere is this less true than with technology.
https://3speak.tv/watch?v=taskmaster4450le/ysjpoglz
Mark Zuckerberg, in an interview, discussed the future bottleneck of AI and it isnt the processors. It is energy.
In this video I discuss how Tesla Energy is going to become a more important component of the business. It will all come down to production since the demand is going to be there.
https://3speak.tv/watch?v=taskmaster4450le/ozaeasxz
Humanoid bots are the rage right now and for good reason. They offer a lot of potential since society is set up for humans.
In this video I discuss how they will be deployed even though we will not see them. Since commercial applications, i.e. factories, are the first use case, they will be in operation and most of us will not notice.
https://3speak.tv/watch?v=taskmaster4450le/vvrcnujv
There is a choice each organization has to make: do you want to be the disruptor or the disrupted?
With how things are progressing, there is no other option.
In this video, I discuss how history is littered with companies that were in industries that were transitioning when they didnt;. We can look at video, music, communications, photography, and finance to see how this unfolds.
https://3speak.tv/watch?v=taskmaster4450le/ihvcwmyz
Many are claiming that Tesla is betting the entire future of the company on robotaxis. This is coming out after the recent layoff announcements and Elon's statement of restructuring the company.
In this video I discuss how the assertion that the risk of the company is misguided. To achieve this end means ignoring other things that are taking place which already generate profits.
https://3speak.tv/watch?v=taskmaster4450le/getlnkov
The presumption is that with autonomous vehicles, we will need a lot less of them. Is this correct?
In this video I give a different viewpoint. This is approaching it from a historical standpoint considering what happens with technology. What happens if transportation becomes abundant?
https://3speak.tv/watch?v=taskmaster4450le/njbsluek
Over the last few days, some are playing around with different pricing models regarding the FSD. The subscription model is really interesting since it opens up so many possibilities in an industry that was rather straightforward in terms of its pricing and profits (at the manufacturer level).
In this video I go through some of the ways Tesla can package different things together. There is also the ability to create a personal and commercial division depending upon what people are using the vehicles for.
https://3speak.tv/watch?v=taskmaster4450le/frwgvzul
Elon Musk sent out an email last night announcing 10% of the workforce.
In this video I discuss some possibilities as to what is going on. Some of those included are some high level executives.
This is causing a lot of fall out although it is speculation.
https://3speak.tv/watch?v=taskmaster4450le/wrbnkjlk
Is Tesla going to be a major player in the path to AGI?
This is something that is not considered by most. However, if we think about this in terms of spatial learning, Tesla is one of the key players.
In this video I discuss the debate over whether LLMs will get us there. At the core of the discussion is the idea of spatial learning.
https://3speak.tv/watch?v=taskmaster4450le/zqrpyrro
A major announcement took place where the price of Tesla's FSD was cut to $99. This coincides with the free 30 day trial the company is giving to all Tesla owners in North America.
In this video I discuss how this changes everything. While one might think the price drop for $199 to $99 is not a big deal, I dive into some areas where it could be.
https://3speak.tv/watch?v=taskmaster4450le/cfcjbrlb
European ports are seeing a backlog of Chinese cars. Why is this happening?
In this video I discuss what I see as 3 factors which are causing this and how it is affecting the Chinese.
https://3speak.tv/watch?v=taskmaster4450le/ehxwqapo
There are many who are starting to forecast and project the robotaxi network. They are starting to put out what it could mean for Tesla in terms of numbers.
In this video I go through why I don't do this and the variables that could enter into the picture. There are simply too many even if the software was available yesterday.
https://3speak.tv/watch?v=taskmaster4450le/gpahfaql
This is something that is becoming ever more important. Any aspect of AI, as it stands now, has to incorporate the concept of compute. Without that, one is not going to be a leader.
In this video I discuss how we are seeing Tesla increasing its compute at an incredible pace. Any company that is not doing this is not likely going to be involved in AI creation. That means they are going to have to pay for it.
https://3speak.tv/watch?v=taskmaster4450le/whymawve
Tesla released an image that showed it top 1 billion miles driven on FSD.
In this video I discuss how the trial is going to likely double that number (or close to it). This could be aligning with the 8/8 robotaxi unveil.
https://3speak.tv/watch?v=taskmaster4450le/kictxbbz
Over the last few videos we discussed the pricing and payment system of the robotaxi network. This dealt with the wholesale level, i.e. Tesla to another entity.
In this video I discuss some ideas regardig the "retail" level of this network. How will the riders be charged for their rides?
https://3speak.tv/watch?v=taskmaster4450le/vrzstemx
When it comes to FSD, we are now dealing with software. This is a different can of worms than hardware.
In this video, I discuss where FSD and the platform could be going. Included are some options for integrating with other manufacturers and what Tesla will have to do simply to avoid anti-trust. Also, how can this be monetized?
https://3speak.tv/watch?v=taskmaster4450le/ilcowguq
The Tesla Semi disappeared from the radar in regards to the discussion about the company.
We are now getting confirmation of the specs and people who are putting it through testing under real world situations.
In this video I discuss how the line is stacking up of news we are awaiting from Tesla. It did confirm the Powerwall 3 and when it will start to deliver (although people have posted pictures of it online). We are seeing the pipeline fill up with more beginning to roll out.
https://3speak.tv/watch?v=taskmaster4450le/dprekcqb
The media is so predictable. It becomes obvious what will happen if we simply follow the money.
In this video I discuss how the narrative against Tesla was destroyed by Adam Jonas, of Morgan Stanley. The problem is he is part of the Wall Street plantation. The fact he strayed from it means that he is going to have other follow since they all have the herd mentality.
https://3speak.tv/watch?v=taskmaster4450le/zgecdkal
Adam Jonas is a well respected Tesla analyst on Wall Street. He broke with the crowd by putting out a report that discussed the potential of Tesla's robotaxi network.
In this video I discuss how this will set off a tidal wave of new upgrades along with a massive shift in how they analysts view Tesla. These people have the herd mentality which causes them to mirror each other.
https://3speak.tv/watch?v=taskmaster4450le/qcxkyvqg
I am sure this idea was put forth but I haven't heard anyone talking about it.
We hear a lot about Tesla's autonomous driving and robotaxis. The idea ofmoving people around without drivers is revolutionary. However, that is not the end of the story.
In this video I discuss how trucking is also affected by autonomy. What happens when you start the process of moving cargo without drivers? Someone has to own the trucks. Why not Tesla?
https://3speak.tv/watch?v=taskmaster4450le/tubelmzd
There were some leaked reports which shows where Elon's thinking is regarding Tesla.
Keep in mind this was not something he posted on X but was a conversation with his design team.
In this video I discuss how the lead up to the next gen platform shows Elon's thinking and how valuable he believes this will become.
https://3speak.tv/watch?v=taskmaster4450le/xqrczgdt
In this video I discuss a major difference that is taking place. To illustrate the point, I use generative AI for image creation.
When we see the tools out there, some free others for pay, we know the capabilities are just going to keep improving. This means the software gets faster, better, and cheaper.
Now take this idea to a large scale solution like driving or labor. That is exactly what Tesla is doing.
https://3speak.tv/watch?v=taskmaster4450le/rpdpuwfn
It is amzing to watch the tentacles of disruption. This is something that appears to be overlooked by the masses.
In this video I discuss how Tesla, a car company according to most, is going to install 20K charging stations in Hilton Hotels. Suddenly we have a holtel chain getting into the "fuel" business.
This is how disruption works. It is a detriment to many incumbants while presenting opportunities to others. The tentacles of electric vehicles are becoming long and wide.
https://3speak.tv/watch?v=taskmaster4450le/wbmvxhrq
While we tend to focus upon Tesla and how electric vehicles are disruptiong the automotive industry. There is also the direct-to-consumer which is going to affect dealerships.
In this video I discuss a third factor that is entering the picture. This is BYD and something worthy of learning from this video.
Disruption in motion.
https://3speak.tv/watch?v=taskmaster4450le/pazujquf
In this video I further discuss the debate going on about Tesla advertising versus price cuts.
Here we look at what advertising, especially television, actually does. The argument is that people feel advertising should be used to educate people.
https://3speak.tv/watch?v=taskmaster4450le/rhqebpwg
There is debate within Tesla circles as to whether the company should spend on advertising or cut the prices.
In this video I discuss how advertising is meant to stimulate demand. This means we have to determine if Tesla has a demand problem. Here is where affordability comes in.
https://3speak.tv/watch?v=taskmaster4450le/hzdzkzfm
Wall Street and the media like to make the profit margins of Tesla the main narrative. This is interesting considering that it has, by far, the best margins in the industry. At the same time, Elon Musk was very clear about trying to get marketshare while sacrificing profits.
In this video I discuss some of the reasons why this might be taking place and why the narrative is not reflective of what is going to take place down the road.
https://3speak.tv/watch?v=taskmaster4450le/mrdndgtv
The fight between DIsney (ESPN) and Charter is gearing up. Many will not get their college football this opening weekend because Disney channels were pulled from Spectrum's service.
In this video I discuss how this is the fight of two dying animals. Each is trying to hold onto what it can while the ship sinks.
https://3speak.tv/watch?v=taskmaster4450le/tlkabhaa
The long awaited update to the Tesla Model 3 is now being shown. There are many videos online that are talking about the differences.
In this video I dicsuss how this is more car than was offered before and the report is it will cost the same. This is a major boom since we are talking non-competitive pricing. In markets where things are tight, like China, we can expect the price to be reduced beyond what is offered in other areas.
We will have to await the reports on profit margins on this vehicle.
https://3speak.tv/watch?v=taskmaster4450le/wkvvmxiw
Tesla has some bold goals. However, to get there will require major ramping up.
While it is easy to focus upon factories, which are obviously a part of the equation, it is only a piece of the puzzle. More so than traditional vehicles. the expansion of the supply chain, especially regarding batteries is crucial.
In this video I discuss some facets of this conversation that are not commonly mentioned and how Tesla is positioning itself for success, more so than the other automakers.
https://3speak.tv/watch?v=taskmaster4450le/mhxocsaf
There are more people getting excited about the recent announcement that Tesla is now operating iwth end-to-end video training. Of course, this is from people who know about AI and not WalL Street.
In this video I discuss how Tesla has E2E video training, the largest AI compute in the field, and the most data. This is the autonomous driving race in a nutshell.
https://3speak.tv/watch?v=taskmaster4450le/rteuobwz
Tesla's profit margins are heavily discussed, especially by Tesla bears. The problem is the focus is on automotive margins.
In this video I discuss how, over the next few years, there are a few areas where this will explode. The automotive division will end up seeing the margins eclipsed by other areas.
https://3speak.tv/watch?v=taskmaster4450le/gbzkctgt
Elon Musk released a video over the weekend that got not only the Tesla fanboys excited but amy who are adepth at the technical side of AI training.
In this video I discuss how the response was typical. This is not only a reflection of Tesla but also all disruptive technologies.
https://3speak.tv/watch?v=taskmaster4450le/ggggcqqy
Tesla will be the operating standard for all autonomous vehicles in the future.
This is a proclamation after a video released by Elon Musk detailing how the company's full self driving is evolving.
In this video I discuss how Tesla is not writing code to teach the system as much as using video to train similiar to how people learn. This is reverting the reliance upon video and data.
Here is an article that helps to explain the difference.
https://leofinance.io/@brianoflondon/theres-something-huge-about-teslas-ai-driving-data-which-nobody-is-talking-about
https://3speak.tv/watch?v=taskmaster4450le/gddnwafu
There are a lot of similarities between cryptocurrency and Tesla. The years of watching Tesla provided a good training ground for crypto.
In this video I discuss the three things that I learned from Tesla that is applicable to crypto.
https://3speak.tv/watch?v=taskmaster4450le/kinnqdzw
What is the possibility for the Model 3 Highland?
In this video I discuss how Tesla is likely to see a flood of orders. Reports are the price will be 15% less than the present Model 3 with a range of 50 miles more.
Also, the battery plant in China is capable pf producing enough batteries for 100K Highlands each month. This is the likely target for Tesla once it is able to ramp up.
https://3speak.tv/watch?v=taskmaster4450le/tjlhqhgr
The energy production for Tesla, in Q2, was enough to store all of LA and Chicago electrical needs. This is a mindblowing concept when we think about it.
In this video I discuss how this is accelerating. The energy division is growing at a triple digit rate meaning this comparison is going to be small in a year or two. This is something that is being overlooked by the masses.
https://3speak.tv/watch?v=taskmaster4450le/ucksgbdi
Tesla needs to roll out about 1,000 Cybertrucks. This is going to go viral as people take pics of the vehicle and post them on social media.
There is one thing that many are overlooking.
In this video I discuss how the wraps are going to keep the attention going. The Cybertruck is stainless steel. This means that wraps are going to allow people to be creative and innovative in their designs. This will garner more attention as time passes.
https://3speak.tv/watch?v=taskmaster4450le/toijykch
The next generation vehicle from Tesla is already designed. We also know it is going to first be produced in Mexico.
Now we are getting word that another factory is going to be built in Berlin that is going to be for this vehicle.
In this video I discuss how Tesla is going to pump out a few million of these per year. This is going to change the state of the automotive industry. We should see the first vehicles rolling off the line in the next 18 months.
https://3speak.tv/watch?v=taskmaster4450le/dkuxkoau
We could be watching the beginning of the end.
Legacy auto is in trouble and the mainstream isnt really reporting on it.
In this video I discuss how we are likely to see the gap bewteen these companies and the newer EVs competitors grow. Quite simply, they cannot compete from a technological angle.
https://3speak.tv/watch?v=taskmaster4450le/smlcxdkg
It is game over. We are looking at a radical transformation in the automotive sector.
In this video I discuss how many of the major automakers are falling behind in the EV race. They are basically producing enough to keep from being fined. This is a worthwhile approach if the belief that ICE sales are going to hold up is validated. If, however, EV sales continue to grow exponentially, this could be a problem in 4 years.
https://3speak.tv/watch?v=taskmaster4450le/mwfjnfnn
The Model 3 refresh, called Highland, is upon us. Bloomberg has reported that production will start next month in China.
In this video I discuss how this could be a major step forward. Reports are this will be 20% cheaper to make than the present Model 3. There is also a "leaked" posting that says this will have a price tag of $25K in China. We have no way to know if this is true so we will have to see the official numbers. If it is the price, this will really change things.
https://3speak.tv/watch?v=taskmaster4450le/hhkoxmsk
Apple double their service revenue in under a decade. This is impressive as it went from $10B to $20B.
In this video I discuss the potential of Tesla and how just the Lathrop plant will be adding $20B in battery revenue (non automotive) in under 18 months. What is really impressive is that, over a period of 3 years, this will likely hit $60 billion.
https://3speak.tv/watch?v=taskmaster4450le/abajwwho
The key to expanding the database, under one metric, is number of words. This means exponentially adding to the total.
In this video I discuss how the shift in focus is now on those entries with few words. Of the 2,900 pages, most have only a minimal amount of words. The explanations are basic meaning a lot can be added.
Thus the idea is to take a page with 40 or 50 and 10x-20x it. This should help add a lot more links.
https://3speak.tv/watch?v=taskmaster4450le/vilewgeq
Tesla is cutting prices on some of its models in China. This is in response due to dire economic circumstances in the country. This brought out the usual attacks.
In this video I discuss how we see the same stuff repeatedly. Each time the ideas lose even more relevance.
Tesla cut prices in January and ended up with a record first half in sales volume both globally and in China. This will likely be repeated in the second half.
https://3speak.tv/watch?v=taskmaster4450le/pkmndvfk
For years the mantra was "the competition is coming".
This has not transpired simply because the areas which matter is seeing Tesla's lead only increase.
In this video I discuss how Sandy Munro discussed the Model 3 when it came out and how he started looking at it from the automotive angle, and it was crap. However, when he looked at the technology, he was blown away.
This is what Tesla keeps buiding the lead in.
https://3speak.tv/watch?v=taskmaster4450le/gqqyvbda
A major fund that was set up last Seprember is closing down. This lost over 60% in under a year. It was designed to bet against companies such as Tesla.
In this video I discuss how an anti-technology stance never works out well.
https://3speak.tv/watch?v=taskmaster4450le/zuvtubkg
Recent events taught us the importance of building. This is something that generates value, something that many do not seek to do.
In this video I discuss how LeoGlossary has the potential to really help out Leofinance and move things to another level. Over the next 18 months, we could see growth in this help to provide valuable resources to the community. This can be used to exert influence within Web 3.0.
https://3speak.tv/watch?v=taskmaster4450le/kxvfckay
How does a personality like Elon Musk affect investing? Does he drive people away or bring people in?
In this vidoe I discuss how personal feelings should be discarded by the professional money managers. That said, they are human and subject to their outlooks. As for retail investors, where do they stand? Is personality important when investing (not trading). The performance of a CEO is obviously important when it comes to shareholders. However, is that reflective of the personality? At times it can be.
https://3speak.tv/watch?v=taskmaster4450le/fobvqvdx
There is great debate about autonomous vehicles. The two that are out there are Waymo and Cruise that are running robotaxis.
In this video I discuss how the platforms on geo-fencing are pretty much failures. This is based upon mapping which is why these vehicles often stop in the middle of the road when construction changes things. This is not a car learning to drive. That is where the breakthrough will come.
https://3speak.tv/watch?v=taskmaster4450le/rwmcmeos
We are regularly looking for the Killer Application in crytpocurrency. This is something that the industry has talked about for years.
In this video I discuss how DeFi is the killer app. It removes friction and as the potential to impact billions of people. This can reduce costs while making finance more efficient.
To realize this, we need to move on from B2B to B2C. Most now is taking place through centralized business that the interact with the customers as opposed to going direct to a customer.
https://3speak.tv/watch?v=taskmaster4450le/krsjsrnf
We are going to see another year of greater than 50% growth in EV sales. This difference between ICE and EV sales is still large. We also saw an increase in ICE sales last year, after a couple years of decline.
In this video I discuss how ICE sales could face some headwinds if we enter a recession. Also, the ability to reduce the cost of these vehicles is not possible. EV pricing will follow its cost curve.
https://3speak.tv/watch?v=taskmaster4450le/tpsjduqn
Tesla Energy is shaping up to be one of the more interesting aspects to the Tesla ecosystem.
In this video I discuss how, unlike autos and the Powerwall, the Megapack projects are different animal. These projects do not realize revenues immediately plus there are performance levels that need to be hit.
https://3speak.tv/watch?v=taskmaster4450le/vaghhacj
The charging network was just the first of a number of dominos that will fall in favor of Tesla.
In this video I discuss how Tesla is going to be the major automotive supplier in the next decade. If legacy auto wants to stay in business, it will have to license technology from Tesla. They are simply falling further behind.
https://3speak.tv/watch?v=taskmaster4450le/nucpfhbt
Electrical companies in the United States operate on a simple premise: Peak demand + 15%. This is what the maximum production capacity of the grid is.
In this video I discuss how the average production is half of that. The reason is because production meets demand. This can change with storage. The ability to store electricity with batteries will allow for a doubling of the electrical production. This is a massive shift while also providing homeowners with arbitrage opportuntiies.
https://3speak.tv/watch?v=taskmaster4450le/qpqzvelv
When looking at change, it is vital to understand the technology curve. This is what spells out how adoption takes place. It is often overlooked, a big reason why most miss what is happening.
For example, look at mobile technology. A lot had to come together, including the establishment of the cellular networks. Over time, the gaps were filled in making it viable.
In this video I discuss how most are missing the shift to EVs, and the opportunity presented by a company like Tesla, simply because these curves are not thoroughly analyzed.
https://3speak.tv/watch?v=taskmaster4450le/tmziwaoy
It seems there is a lot of discussion around full self driving. This seems to have culminated with Elon Musk tweeting out that the team figured out a way to reduce the code by orders of magnitude.
In this video I discuss how this could be changing everything. Couple this with the building of Dojo and scaling that supercomputer up, we could see massive strides over the next year.
https://3speak.tv/watch?v=taskmaster4450le/njsqptwq
WIth the news from Ford on their earnings call, it is easy to see how legacy automotive is in trouble regarding electric vehicles.
In this video I discuss a more fundamental question: are EVs the future?
This is still a serious debate. We have the situation where it looks like Tesla and the Chinese are going to be the major EV winners. However, all is not lost for legacy if the future is not electric.
https://3speak.tv/watch?v=taskmaster4450le/axvlmanb
Jim Farley, the CEO of Ford, admitted the EV division is having serious challenges. Their loss per vehicle was down from the quarter before but they are still bleeding a lot of money. The guidance is that Ford will lose $4 billion this year on EVs. It was also stated that they will not reach the 2 million EVs production by 2026 nor will they push out 600K this year.
In this video I discuss how we are looking at a demise of Ford. This is a company that is showing the holes in its armor. However, it is not the only one. This is definitely a sign of what legacy auto faces.
https://3speak.tv/watch?v=taskmaster4450le/khsyiyyi
In this video I discuss some of the progress on LeoGlossary. I also delve into the potential along with some headwinds we are facing.
As we know, some of the things with this are in the hands of the developers and SEO impact they have.
https://3speak.tv/watch?v=taskmaster4450le/lalluhyb
One thing about batteries is a large amount of the materials can be recycled. This is very important for EVs which use a lot of them.
In this video I discuss how there will be a point, years down the road, where we will see a significant percentage of the materials going into EVs batteries coming from recycled one.
https://3speak.tv/watch?v=taskmaster4450le/nxnpdhhz
Twitter being renamed X is something that has caught a lot of people off guard. What does it mean and is it part of something bigger?
In this video I discuss what I believe is behind the move. While Elon talks about social media and finance, I think there is something bigger brewing it. It also incorporates his other ventures such as Tesla and X.ai.
https://3speak.tv/watch?v=taskmaster4450le/ybbnrwhz
The highest market cap companies in the world are most related, in some way, to the Internet. This technology generated more wealth than any other throughout human history.
In this video I discuss how we deal with numbers we know. 30 years ago, a market cap of $2t rillion seemed ansurd. This is where the idea of $5T going forward, with technology, is going to make sense.
https://3speak.tv/watch?v=taskmaster4450le/mwywewth
This is not my forecast but one that I read. The numbers might be off but it is the premise that I want to highlight.
In this video I discuss how FSD is likely to be 10x the effect on the stock price as compared to automotive alone. This means we are looking at $3,000 per share before energy and insurance is factored in.
Is this possible? Again, the numbers might be off but the line of thinking holds. Elon Musk stated that the company already has talks with a "major automobile manaufacturer" over the prospect of liscensing the software.
https://3speak.tv/watch?v=taskmaster4450le/qbinakns
The ecosystem that Elon Musk is building is getting very interesting.
In this video I discuss how X is now moving in the direction of other facets of Musk's operations. This is going to be financial focused as much as social media. This could feed into Tesla.
https://3speak.tv/watch?v=taskmaster4450le/fvsmkrzv
Much is being made about the Tesla Crybertruck. This is going to have an impact upon on the pickup truck market. Ford is the dominate player and has a strong product in the F-150 Lightning,
In this video I dicuss how this sector could unfold. There is a problem with Ford when it is pitted against Telsa and Rviain.
https://3speak.tv/watch?v=taskmaster4450le/pcqjspry
The key is to keep adding links. This is something that happens as the individual pages are added to.
In this video I discuss how the focus is to add more to many pages, providing not only information but links.
https://3speak.tv/watch?v=taskmaster4450le/kbrzerrw
The numbers are in for Europs. we still do not have it from the US and China.
In this video, I discuss the numbers came out for Europe during the first half of the year. The Model Y was the best selling automobile in the first half of the year in Europe. This is something that comes on the back of it being the best selling auto in the world during the first quarter. When the numbers are in, it will likely be the case for the entire first half.
https://3speak.tv/watch?v=taskmaster4450le/qeqpvkqc
Most, especially on Wall Street, are not buying Tesal as an AI compeny. The last earnings call showed how this is the company focus.
In this video I discuss the idea of scaling Dojo to become the largest AI supercomputer in the world. This is needed since Telsa is generating an enormous amount of data through its FSD project.
https://3speak.tv/watch?v=taskmaster4450le/nxfztkjz
The earnings and market response to them was not a surprise. Record revenues and declining margins is what caught the attention of the market.
In this video I discuss how Tesla is moving in the direction of gorwing at an even greater pace. A lot of this has to do with AI but will impact the automotive sector.
https://3speak.tv/watch?v=taskmaster4450le/ovufgbma
In this video I discuss what we can expect from Tesla when they announce after the close of the market.
We know it was a record quarter for automotive deliveries. This is something that gets released. I have a feeling energy will be record also although it is still small in the overall numbers.
https://3speak.tv/watch?v=taskmaster4450le/pxlozlek
Ford made a move that is curious with the timing. Tesla is now in test production on the Crybertruck. This has potentially sent chills down the spines of Ford executives.
In this video I discuss how this could mean a couple different things. I go through the scenarios and what I think is the likley reason for this move.
https://3speak.tv/watch?v=taskmaster4450le/dzmjkudo
The Cybertruck is nearing release. It is not being produced in the Texas facility. This is test production but it is a big step forward.
In this video I discuss how we are likely looking at another month and a half of this before things enter full production. This is, however, the entry into one of the larger sectors in automotive which means big revenues and, likely, even bigger profits.
https://3speak.tv/watch?v=taskmaster4450le/dcxrifwz
We are seeing LeoAds impact everything. This is something that is going to affect everything on the platform.
In this video I discuss how LeoGlossary was added to. We also delve into how this was designed to along with LeoAds although not at the time it rolled out.
https://3speak.tv/watch?v=taskmaster4450le/uhgurknw
Elon Musk is going all in on AI. This led him to claim he is done with cryptocurrency.
In this video I discuss how Musk has stated that the AI program under X.com is going to benefit Tesla also.
https://3speak.tv/watch?v=taskmaster4450le/vachbscu
Is Tesla going into India? It is likely that we will see a gigafactory opened in that country.
In this video I discuss how this is all part of Tesla's plan to move towards 20 million cars produced per year. To do this, a lot more capacity is required.
The next two plants that will build the next gen vehicle will likely have a max capacity of 6-8 million.
https://3speak.tv/watch?v=taskmaster4450le/jhidvjqa
Some are still calling the Tesla Cybertruck vaporware. It is evident the company is take the pre-production steps to moves towards the release of production. This is still a few months away.
In this video I discuss how the Cybertruck is going to hit the market by the end of the year plus how the scaling will have to look to meet demand.
https://3speak.tv/watch?v=taskmaster4450le/bgvuerkm
Elon Musk has repeatedly talked about his forecasts of when he feels FSD will be available. This has been typical Elon with the forecasts not matching the rollout.
In this video I discuss how one of the people working on Tesla's AI team gave a rundown of the system. HE is confident the capabilities are closer than people think.
https://3speak.tv/watch?v=taskmaster4450le/nujkttdq
Many point to technological problems as obstacles for something being implemented like it is forever. We see this in many areas where the impetiments are truly only temporary.
In this video I discuss how EVs are similar to mobile phones. People questioned the number of phones we would see yet today there are billions globally. How could that be when there were few networks 40 years ago.
https://3speak.tv/watch?v=taskmaster4450le/vuyuhour
Walmart is the largest company in the world by revenues. This is followed by Amazon.
In this video I discuss how Tesla is quickly moving up the scale. They are at the point where the baseline revenues are such that they will break into the Top 50 in a year or so. After thatn they could see a massive push towards the Top 20 as the tentacles of the company expand.
https://3speak.tv/watch?v=taskmaster4450le/rxpbcgyo
This is an initiative that I am going to start playing with. It is an old idea that we discussed repeatedly. However, it is getting to the point where the numbers are getting fairly decent.
In this video I discuss the idea behind this concept. It is a powerful mechanism when you think about it.
https://3speak.tv/watch?v=taskmaster4450le/dfigyadz
Tesla's largest manufacturing plant is in China. That puts out more vehicles than any other oen they have.
In tis video I discuss a recent agreement led by the CCP where the automakers basically set a price floor. Does this benefit the domestic industry and hurt Tesla? We take a look here.
https://3speak.tv/watch?v=taskmaster4450le/ydonrfgk
We are seeing Tesla leap the field. The rush for other auto makers to partner with Tesla on their chargers shows how this company is operating.
In this video I discuss exponentiality and how it starts as a mindset. Legacy auto, as most instiuttions, do not have this. They are mired in their old structures and business practces. This is one of the reasons why innovation tends to come from outside an industry.
As we proceed forward, Tesla's lead will keep growing. The charging stations shows how suddenly people realize they are a force that cannot be caught. This will happen in ohter areas where non-auotomobie princples are applied.
https://3speak.tv/watch?v=taskmaster4450le/opkgksao
Betting against Elon Musk can be expensive.
In 2020, there was a lot made of short sellers losing over $20 billion by going against Tesla. It is now coming out they have lost an additional $30 billion since then.
In this video I discuss how going against Musk, no matter how you feel about him, is bad business. Remember when Bezos and him were racing for satellite Internet? Where is Blue Origin now with it?
Exactly.
https://3speak.tv/watch?v=taskmaster4450le/adwtfyvb
We havent made a lot of LeoGlossary videos of late.
In this video, I discuss the importance of links. This is a core feature of the project, one that requires the help of many. There are a number of factors in trying to get better ranking with search engines. For this reason, one is to get the spider bouncing around the site for a long as possible. Since this is based upon hyperlinks, it is crucial to keep them growing.
I just updates the page for content creators. This added another 20 or so internal links to the page. Now, imagine if that page was linked in 100 different articles. We would be sending the spider down 2,000 more paths.
What happens if a page is linked 1,000 times and 20 linkes are added? Do you see hoq quickly this can grow?
https://3speak.tv/watch?v=taskmaster4450le/thricuek
One thing the Tesla delivery numbers show, the experts had no idea what they are talking about.
Wall Street consensus was off by 20K. This is a huge number from those who get paid to monitor this stuff.
In this video I discuss what expertise really looks like and how we should all approach things.
https://3speak.tv/watch?v=taskmaster4450le/sxnbmutg
Tesla set a record for deliveries in one quarter and by a huge margin.
The company announced that is delivered more than d466K vehicles in Q2. This was 10% more than the record setting Q1.
In this video we discuss it and what is could mean for the rest of the year.
https://3speak.tv/watch?v=taskmaster4450le/ydrhydqq
We are a day rom the release of the Q2 numbers from Tesla (and other companies). Like always, the Street is watching this closely.
In this video, I discuss perspective. Wall Street operates on a quarterly basis, that is their vision. If Tesla beats or misses expectations, it doesnt matter. It will likely be a record quarter. This is what people need to understand.
https://3speak.tv/watch?v=taskmaster4450le/cfqlqbkx
There was a thread that Khaleelkazi replied to where he mentioned that integration with Twitter would be coming "soon" to threads.
In this video I discuss the potential this has. There will be some limitations I would figure since pulling replies from Twitter is not likely possible. However, what we could see is the idea that Leo serves as a limited front end for Twitter.
https://3speak.tv/watch?v=taskmaster4450le/xtgitcce
This is one thing not really being talked about.
We saw with batteries how Tesla mentioned ramping up their own production. The natural thought was that it would buy less from its suppliers. The reverse was true. Tesla wanted all it could get.
The same is taking place with chips. Why is that? Tesla is scaling up its supercomputer.
https://3speak.tv/watch?v=taskmaster4450le/ievqknqn
There was a Twitter exchange that got a lot of people happy. Someone discussed the idea of FSD12 beta being out by year end.
Elon replied that it will not be beta.
In this video I discuss how, if we see FSD in production mode by year end, it could be an update that is a ChatGPT moment where the world goes Holy Crap. This will instatly shift the perception of Tesla.
https://3speak.tv/watch?v=taskmaster4450le/ssqowoma
Many scoff at the notion that Tesla is an AI company. Yet when we look at the two components, data and compute, Tesla is making its mark.
In this video I discuss how we are seeing the number of miles (data) driven in FSD, is growing exponentially. The company also announced how it is going to be scaling Dojo, its in-house AI supercomputer that is going to be one of the fastest in the world by the end of 2024.
https://3speak.tv/watch?v=taskmaster4450le/phyjvvtg
The release of the cybertruck is approaching. Elon said on the last earnings call that it will be handed over the end of Q3. It looks like that timeline is realistic.
In this video I discuss how the gigepresses appear to be in place and molds are being produced. At the same time, we see a few more on the streets, including one showing up in New Zealand. The key is going to be 1,000 cybertrucks on the streets in the US. This will be a social media darling.
https://3speak.tv/watch?v=taskmaster4450le/szovficx
We were told that the edit button is coming back to Leofinance long form content.
This is vital for LeoGlossary to move forward.
In this video I discuss what we will be focusing upon with this project over the next few weeks. There is still a hindrance in terms of adding new terms to the database. However, with the edit, we can proceed on getting more depth.
https://3speak.tv/watch?v=taskmaster4450le/myrfhzcb
Would I invest in Twitter stock if it was public?
This question was posed to me and I answer in this video. I discuss what I believe Musk is going to achieve and the potential market cap this company can attain.
It is an interesting thought process especially since I believe there are quadrillions out there for Web 3.0.
https://3speak.tv/watch?v=taskmaster4450le/bykopmal
It is easy to fall victim to some of the bold claims about Tesla. This is no different than the reactions to bulls in most markets.
In this video I discuss how people do the same thing with other numbers such as revenue and earnings as they do with stock price. Of course, this is a way to backdoor their way into some pretty crazy predictions not realizing that it is only going to foster other entering the market (if true).
https://3speak.tv/watch?v=taskmaster4450le/nxhyhygz
This video delves into the recent partnership agreement and what it could mean for Leofinance.
In this video I discuss, not so much the specifics on the deal but, rather, how these deals can enhance the Leo community.
https://3speak.tv/watch?v=taskmaster4450le/xcnbvtkb
Elon Musk had a meeting yesterday with representatives from the Indian government.
In this video I discuss how Elon stated they most likely will be doing something with India in terms of manucaturing. He didnt give specifics but it looks like some plant is going on this. Is it for cars or energy? Or both? The way Elon was acting, they have a good thing shaping up. I would bet on this being announced by the end of the year.
https://3speak.tv/watch?v=taskmaster4450le/lefobbdj
Isn't it interesting that not long after suing Binance and Coinbase, we get news of Wall Street firms starting to move on crypto?
In this video I discuss how it started with Blackrock filing an app for a Bitcoin ETF based upon spot pricing and then other firms announcing they have custodian platforms. This is starting to look like the goal it so get Wall Street firms entrenched in crypto.
https://3speak.tv/watch?v=taskmaster4450le/nowgncjr
Some question what Tesla will be doing towards the end of the decade. To me, this question is answered simply by looking at their building of factories. This tells the entire story.
In this video I discuss the factories annoucned along with ramping of them. At the same time we approach where there is interest in possible entering with either auto or battery production.
When we take this in total, we see how this can unfold. The path becomes a lot clearer.
https://3speak.tv/watch?v=taskmaster4450le/gxcvruju
LeoGlossary is now an epicenter to the new ad model that is going into place.
In this video I discuss the ways that this can feed in and how people should be using this as part of their daily activity on leofinance.
https://3speak.tv/watch?v=taskmaster4450le/qveklltn
We often hear about the EV market and what is going on there. At this point, it is pretty foolish.
In this video I discuss how EVs are becoming such a large percentage that it is time to simply refer to EV companies in terms of their standing in the overall automotive market.
https://3speak.tv/watch?v=taskmaster4450le/nrnrirrb
Tesla's market share of the EV market is dropping. Yeah no kidding. Bank of America came out with this earlier in the week.
In this video I discuss why this is a stupid concept put out there by naysayers. If someone gives a bit of thought to it, one quickly realizes why it is foolish.
With a follow up video I am going to discuss how the viewing of the market is incorrect.
https://3speak.tv/watch?v=taskmaster4450le/nnfkusok
The Fed paused. ECB raised. China lowered.
What a mess.
In this video I discuss what central banks are doing and how they are approaching things. We are now to the point where the Fed is going to start having to think about reversing course. As we move towards the end of summer, bad stuff tends to happen as liquidity dries up.
https://3speak.tv/watch?v=taskmaster4450le/uepupvam
The Tesla semi was delayed. This is a benefit to Tesla based upon the reason for the delay.
In this video I discuss how we are seeing demand for all Tesla product skyrocket. This is leading to a situation where the company has to choose what it is going to produce in larger quantities.
https://3speak.tv/watch?v=taskmaster4450le/lpbxfpjc
No this is not talking about Tesla accepting cryptocurrency or bringing out its own token.
In this video I discuss how many are attacking crypto in a fashion similar to what I saw Tesla go through. Now the company is turning the corner, appearing to lap the field. All the so called experts are shocked.
It is the same with crypto. The experts want to attack it. In the end, this is going to see it lapping the field.
https://3speak.tv/watch?v=taskmaster4450le/airlbccq
Jim Farley, the CEO of Ford, knows what he needs to do. The question is whether he can pull it off.
In this video I discuss how Ford is being damaged by car dealerships. The brand took a hit over the last couple years. This is happening across the industry.
The future is direct to customer, something that Farley wants to implement. He will not be able to do this since he will have resistance. It is also likely going to spell the end for most of legacy auto.
https://3speak.tv/watch?v=taskmaster4450le/smkytlep
Most do not realize when something has the "aha moment".
In this video I discuss how Apple is probably the best example of how this can hit. When people realized what was taking place, it was off to the moon.
https://3speak.tv/watch?v=taskmaster4450le/stobtdei
This is something out of character for me but it is important to bring up.
Tesla the company and the stock are two different entities. Long term, I am very optimistic about the company. As for the stock, markets go up and they go down. If you are long term focused, it matters less.
However, if you are looking in the short to medium term, it is worthy to take a look where things are. There is a big run in a very short period of time. History tells us a pause can happen.
https://3speak.tv/watch?v=taskmaster4450le/jkxdnxsy
General Motors is now onboard just like Ford and will have access to Tesla's charging network. In spite of this major move, some are still holding onto the foolisness of it all.
In this video I talk about how it is game over for most of these automakers. They are now in survival mode. Some time believe the lies they were telling for so long.
https://3speak.tv/watch?v=taskmaster4450le/equlehri
Tesla had a boost as both Jim Farley and Mary Barra claimed they are not catching Tesla anytime soon (ever?).
In this video I discuss how, in spite of that, the mainstream financial media continues to bombard guest and people with nonsense about how Tesla's margins are waning and it is in decline.
https://3speak.tv/watch?v=taskmaster4450le/cthoholk
It is not official. The mainstream media will attack Tesla no matter what is going on.
In this video I discuss how both Mary Barra and Jim Farley, CEO of GM and Ford, have admitted in the last week they cannot catch up to Tesla. Yet, somehow, the mainstream media is still making statements about Tesla's profit margin and other stuff like that.
https://3speak.tv/watch?v=taskmaster4450le/rlclmqpb
The CEO of Ford, Jim Farley, offered a very candid interview detailing the state of legacy auto.
In this video I discuss how the "competition is coming" crowd was totally full of crap. Now it is being revealed that EVs are more than just taking an engine and hooking a battery to it. An auto company cannot compete because they have to become software writers, something they never did.
Essentially, Farley has stated the path most auto makers are taking is wrong and will lead to their demise.
https://3speak.tv/watch?v=taskmaster4450le/plwojkjs
We have a little under the month until the Q2 deliveries are announced. That means we are starting to get the forecasts from people who watch the industry and company.
In this video I discuss how the numbers are so wide and what it could mean. At the end of the day, if either are hit, it is a record quarter for delivery.
https://3speak.tv/watch?v=taskmaster4450le/lryekplb
There is always a lot of noise out there. We see what is taking place in terms of the message being delivered by many. Unfortunately, many who deliver these messages have no skin in the game.
In this video I discuss my approach to Tesla and why I have certainty around the decisions I make with it. This is a personal reflection and is not financial advice.
https://3speak.tv/watch?v=taskmaster4450le/ixmywrcl
It is not natural for the human brain to think in exponential terms. This is why so many people have such trouble with technology and disruption.
In this video I discuss how we can easily see, through the exponential lens, how Tesla can go from 1.3M vehicles to 20M sold yearly, by the end of the decade.
https://3speak.tv/watch?v=taskmaster4450le/oyaepfrq
BYD sold 240K EVs and hybrids in the month of May. These are their China sales. At the pace of ramping, this will put the company near 350K in a month by the end of the year.
In this video I discuss where Tesla stands in all this and how market share is still being acquired. This means that BYD is succeeding at the expense of others.
https://3speak.tv/watch?v=taskmaster4450le/fvpciauv
Elon Musk took a trip to China. There were a few things we learned.
In this video I discuss how Elon is a rock star over there. He was met with a frenzy as the media followed his every move. Also, his relationship with the Chinese government is strong, something that bodes well for expanding operations there.
https://3speak.tv/watch?v=taskmaster4450le/fgdjuvaz
I rarely talk about Tesla the stock. However, this is a topic that I feel is important to discuss.
In this video I cover the concept of Tesla as an AI play and the idea of buying the stock to get exposure to it. This is based upon other technologies in the past along with how the market pundits framed things.
https://3speak.tv/watch?v=taskmaster4450le/xcitdgfg
This channel has morphed into a Tesla only channel. This is 95% of the video content I post.
In this video I discuss why I turned in this direction. Part of it deals with Tesla yet another with 3Speak.
https://3speak.tv/watch?v=taskmaster4450le/rmezfnja
Many call Tesla a car company. This is where Wall Street has it all wrong.
In this video I discuss the most important factor at what makes Tesla like Apple. Here is where we see it as something much bigger than a car company.
https://3speak.tv/watch?v=taskmaster4450le/omregozr
Many are forecasting aggressive adoption rates for EVs. This is fine from the demand side.
In this video I discuss one of the challenges with these forecasts: supply. Who is going to make all the EVs?
https://3speak.tv/watch?v=taskmaster4450le/ltlgubfx
The fallout are finding out that the depth of the deal between Ford and Tesla is more beneficial to Tesla than people think.
In this video I discuss how the charging from Tesla is a network. We are now looking at the same principles of network effects that apply elsewhere. Tesla is now taking steps to implement this which means they will be the defacto standard since that is where the activity is going to be.
https://3speak.tv/watch?v=taskmaster4450le/cqasrwua
It was announced that Tesla and Ford have joined a partnership to allow Ford vehicles onto the Tesla supercharging network.
In this video I dsicuss what this means and how it could open the door for future agreements.
https://3speak.tv/watch?v=taskmaster4450le/etafvuzr
The competition is coming.
This is something we have heard for years. Of course, it is backwards.
In this video I discussed what Tesla is doing to the competition. We see the company crushing those who are in the same segment.
https://3speak.tv/watch?v=taskmaster4450le/uxijfsti
I was listening to an interview with James Dauma about the Tesla Bot. He worked in the AI field and seems to have a good grasp of the topic.
In this video I discuss what he related regarding Tesla's endeavors into AI and how they contrast and compare.
https://3speak.tv/watch?v=taskmaster4450le/iuiooauo
Here is the proverbail this is not investment advice.
In this video I discuss the opportunity with Tesla as an investment. This is not forecasts or targets as much as discussing probabilities. The key is that Tesla doesnt have to be right about everything. If they hit upon 60% of what they are constructing, they will be the largest company in the world.
https://3speak.tv/watch?v=taskmaster4450le/oetlxkop
In 2015, the Chinese government implemented regulation that were going into effect in 2023. This was around emissions and environmental policy.
In this video I discuss how millions of ICE vehicles already fail these standards. The implementation was delayed 6 months to allow companies to comply. They had 7 years to get their ducks in a row. We are going to see millions of cars built that cannot be sold in China.
This is really going to hurt those without a strong EV lineup.
https://3speak.tv/watch?v=taskmaster4450le/nkfwzezm
An interesting thing happened as teh Ford team was substantiating why the EV division is going to lose $3 billion this year.
In this video I discuss how the CFO admitted that it is like any other EV startup and is learning as they move forward. In other words, contrary to what the pundants claimed, legacy auto doesnt know how to build EVs, especially not profitably.
https://3speak.tv/watch?v=taskmaster4450le/zpbuscvs
This is a big win for Tesla.
According to Motor Trend, 78% of the people who identified themselves as car buyers in the market would consider purchasing an EV. This does not mean they will; they cannot. There are not enough EVs produced to achieve this.
In this video I discuss how Tesla will be the big winner in this. The fact people are getting over range anxiety and other things is really telling. Now it comes down to who can produce the numbers to get it into people's hands.
https://3speak.tv/watch?v=taskmaster4450le/fcohcbac
This is something that we talked about briefly but it is worthy of going into more detail.
Many look at the growth potential of Tesla based upon the automotive division. Some are forecasting that it could triple the market cap of Tesla.
In this video I discuss how the market cap could triple again due to energy. This is a TAM that is enormous. We look at the trillions in CAPEX bonds that are out there. We know this is huge business that is ripe for disruption.
https://3speak.tv/watch?v=taskmaster4450le/aqtomkvb
This is something people are wondering. To me, this is a short term question. Being a long term holder, I am not worried where it is going in the next year or two.
In this video I discuss some potential movers for the rest of the year. At the top of the list will be the Cybertruck rollout. Get that in the wild and it might be a different story.
https://3speak.tv/watch?v=taskmaster4450le/oczpxybo
We gained some valuable insight into Tesla and the direction of the company at the shareholder meeting yesterday. This was followed by an interview with Elon Musk with David Faber.
In this video I discuss how Elon is positioning Tesla as an AI company. It showed off the advancement of the bot, which is rather impressive considering where it was 8 months ago. He also said that he envisions a ChatGPT moment for Tesla either in 2023 or 2024.
https://3speak.tv/watch?v=taskmaster4450le/umyabchm
The direct2customer model is completely upseting the auto business. We see this affecting both manufacturers and dealers alike.
In this video I discuss smartphones, digital cameras, and retail locations as to disruptions that are obvious in hindsight but we missed as it was happening. I think we are dealing with the same thing in the auto industry yet many do not believe it is happening. The other examples has a lot of executives who didnt beleive it either.
https://3speak.tv/watch?v=taskmaster4450le/otooitxi
We are seeing AI move ahead at a rapid pace. Where does Tesla fit into all this?
In this video I discuss some of the things I uncovered about the autonomous driving and the pace we are looking at.
https://3speak.tv/watch?v=taskmaster4450le/irtburvx
There was an article in Bloomberg that actually cast Tesla in a decent light. What is going on here?
Are we starting to see better coverage for Tesla?
In this video I discuss what was stated and how some things are getting too difficult to ignore.
https://3speak.tv/watch?v=taskmaster4450le/vtucrlmj
Tesla is going after peaker plants. This is a use case they are already addressing and one with huge potential.
In this vidoe I discuss how we are seeing a change in the way utilities are thinking about energy. Tesla is stepping forward with something that could quickly become the norm. For this reason, we are looking at a moonshot that is not unrealistic at this point.
https://3speak.tv/watch?v=taskmaster4450le/nxnordsh
It is interesting to think how fast the Tesla bot can go from idea to better than humans. This is something we can see happening rather quickly once we think about the learning process.
In this video I discuss a basic layout and how throwing 100 bots could accelerate everything. Then we can increase the speed by added another 1,000. Rinse and repeat.
https://3speak.tv/watch?v=taskmaster4450le/wojxmqjs
The estimate for the deliveries (both local and export) are out. For Tesla, it is just shy of 76K for the month.
In this video I discuss the numbers and what it means. This was a huge increase over last year which was lockdown time. It is, however, a decline over the month previous.
https://3speak.tv/watch?v=taskmaster4450le/sfjmpzmc
BYD is a powerful player in the automotive industry.
In this video I discuss what they make and how they are still lagging Tesla in pure EV sales. BYD still outpaces them with total auto sales since they make ICE and hybrid.
https://3speak.tv/watch?v=taskmaster4450le/ugboteos
Ford revealed how bad things are concerning EVs. If this is the future, that means legacy auto is in trouble.
In this video I discuss how a major point in this conversation is profitability. The presumption is that because these companies can make profitable ICE vehicles, they will do the same with EVs. This is proving to be a mistaken proposition.
https://3speak.tv/watch?v=taskmaster4450le/tbccymwk
We all know how important data is to AI advancement. Google, FB, Twitter, and others are gold mines for data. This is the new oil they say.
In this video I discuss how machine learning for NLP is different than driving a car. For this reason, the proper data is required, Tesla is the one amassing this.
https://3speak.tv/watch?v=taskmaster4450le/ggzykbub
Elon Musk mentioned how it is likely we are laready in a recession. This is not something that bodes well for many economically.
In this video I discuss what this means for Tesla and how history shows the company should do well.
https://3speak.tv/watch?v=taskmaster4450le/naouhyqd
The media likes to engage in a lot of FUD.
In this video I discuss how we keep hearing how the demand in China for Tesla is waning. There is a demand problem is what we are told.
Yet, in Q1, that was a record quarter for deliveries in China. At the same time, the Model Y was the best selling vehicle in Europe. So how is demand waning?
https://3speak.tv/watch?v=taskmaster4450le/mmlrgezm
It is easy to fall for the noise. There is a lot of it when it comes to markets.
In this video I discuss how we are seeing a lot of it surrounding Bitcoin and Tesla. These are just examples of how people can get derailed if they pay attention to people who are not really knowing what is taking place (or have an agenda).
https://3speak.tv/watch?v=taskmaster4450le/mokkwfny
JP Morgan is not hiding the fact they believe the tokenization of assets is the major opportunity in finance going forward and it aims to take advantage. The company is going ahead with plans in spite of regulatory uncertainty.
In this video I discuss how we are seeing the banks and others already developing. Yet the central banks are researching, studying, and writing papers. This is a race and the central banks are not even to the starting line.
https://3speak.tv/watch?v=taskmaster4450le/jtwfigfj
There is a debate going on whether Tesla should advertise or not. This is getting pretty heated among Tesla shareholders.
In this video I discuss how the Cybertruck will have 500K units sold before they have to think about advertising. More importantly, the vehicle, because of its uniqueness, will be a moving billboard for the company.
https://3speak.tv/watch?v=taskmaster4450le/beymrtwh
GM said they are doing away with the Bolt. This is the most recognized brand in their EV lineup. Doing away with this might be a smart move as they could have other options going forward. However, this comes as a surprise move.
In this video discuss how GM made less money than Tesla and how they (GM) project to love money on their EVs into 2027.
https://3speak.tv/watch?v=taskmaster4450le/zdfhaxlf
There are some interesting revelations coming to light.
In this video I discuss how Elon make waves with the Twitter Blue, something he was attacked for. Yet when Facebook did the same, not a sound. It was the same with layoffs when Elon Took over. A week later, FB laid off twice as many.
https://3speak.tv/watch?v=taskmaster4450le/ekpohrhj
Robotaxi. It is a sensible step forward once self driving automobiles are here.
In this video I discuss the reasons why I dont go into this even though companies like Ark Invest are all over it.
https://3speak.tv/watch?v=taskmaster4450le/uaktzdjx
This has been a constant in the automotive industry for decades. Car makers do tremendous business in part sales. This is something that rises with an installed base.
In this video I discuss how tTesla is focusing upon services and other post sale means to generate revenue. It is also why expanding their installed base is vital.
https://3speak.tv/watch?v=taskmaster4450le/uhfvxyyn
This is an idea that is tough for people to see happening. That is because they look at Tesla as a car company.
In this video I discuss the different technologies that Tesla is entering. Because of this, the TAM of the company explodes.
https://3speak.tv/watch?v=taskmaster4450le/muprgvbt
What was expensed and not recognized as revenue? This is something that people are not talking about regarding Tesla.
In this video I discuss the S & X, Megapacks, and two new factories. A growth company is expanding, which means costs are incurred. Often, that is not recognized as revenue at that time. This is a big part of Tesla's picture right now.
https://3speak.tv/watch?v=taskmaster4450le/csbevyrl
We did a video yesterday detailing what I was focused upon.
In this video I discuss how the earnings was and what took place. We are looking at profit margins and how the energy business did.
https://3speak.tv/watch?v=taskmaster4450le/vybgjfhb
There are a lot of things to focus upon with Tesla. We see Wall Street using metrics in isolation. The Q1 numbers will be all about profit margin on automotive.
In this video I discuss the two areas that I am focused upon to see the trends. I think they are the most important issues in the medium term.
https://3speak.tv/watch?v=taskmaster4450le/zqyzigdl
Batteroes are the largest price component of EVs. This is sno secret. What is not often discussed is how Wright's Law affects the pricing of these, and the impact going forward.
In this video I discuss how the price of batteries could drop by about 75% in this decade and the impact of that on EV adoption.
https://3speak.tv/watch?v=taskmaster4450le/llwcutkn
We are seeing a number of things happening with AI. Tesla is at the forefront of this with not only AI but also the quest for humanoid robots.
In this video I discuss how we are looking at an unfolding of renewable energy, robotics (renewable labor), and AI. This could create a circular economy that is unmatched.
https://3speak.tv/watch?v=taskmaster4450le/wxnzdhca
What is the goal of the media?
Many have opinions about this, many that have validity. However, there is something major that it is trying to accomplish.
In this video I discuss what the media is after. Here is where we see their vulnerability. This is applicable to the mainstram along with financial media.
https://3speak.tv/watch?v=taskmaster4450le/oxcyudck
Many proclaim how "the competition is coming". The problem is they are not really that.
In this video I discuss how GM, one of the top legacy automakers, saw a major sales drop in China. This was something that is not optimistic considering that it is the world's largest car market and only getting bigger.
https://3speak.tv/watch?v=taskmaster4450le/zdknmcyv
We have to realize the importance that a currency such as HBD playing in the expansion of the Hive economy. This is something that is overlooked most often when it comes to economic growth.
In this video I discuss how we are really starting from a low baseline. For this reason, what people presume to be true is not really applicable.
https://3speak.tv/watch?v=taskmaster4450le/yuojxsbb
Tesla has consistently been attacked. One of the talking points by the people on television is that Tesla is losing market share. This is a correct fact but a bad assessment.
In this video I discuss how people are starting to realize that, while Tesla's market share is declining, the overall market share of EVs is increasing.
https://3speak.tv/watch?v=taskmaster4450le/iievxdci
Tesla is producing 10 megapacks per day out of the Lathrop facility.
In this video I disucss the investigation that went into this and how it can add to the company's revenues.
https://3speak.tv/watch?v=taskmaster4450le/rwsnaizk
The mainstream financial media is claiming there is a major demand problem in China. The problem is the month of March was the second largest month in terms of deliveries in that country. This does not appear to be a demand problem.
In this video I discuss how they are misreading the situation again and those who focus upon the long term will see how Tesla is doing something it said it would do years ago: cut prices.
https://3speak.tv/watch?v=taskmaster4450le/rsjgvlgi
Many want to point to Tesla's declining market share in the EV realm. The problem with this idea is the fact that Tesla keeps sellng more vehicles each year.
In this video I discuss how a declining market share in a rapidly expanding industry is not a negative. This is why we see Tesla still increasing sales even though their market share in EVs is going down.
https://3speak.tv/watch?v=taskmaster4450le/awiiltft
Most think Tesla is cutting prices to stimulate demand. While this might be the case in some areas, this is not the main driver. In fact, it is part of a larger plan.
In this video we harken back to Master Plan #1. It was there we see present circumstances forecast.
https://3speak.tv/watch?v=taskmaster4450le/pyuokelx
Tesla does no advertising. Ross Gerber is on Twitter saying that Tesla should advertise as opposed to dropping its pricing.
In this video I discuss how I feel about this discussion and where the company should go.
https://3speak.tv/watch?v=taskmaster4450le/dtrxaaht
The numbers are rather astonishing. With the Tesla plan number 3, we see big jump in the potential or TAM. This is a lot bigger than automobilies.
In this video I discuss how energy needs only keep growing. This is something that makes the energy dvision the real game changer going forward.
https://3speak.tv/watch?v=taskmaster4450le/ufdurrju
Tesla released its master plan outlining the next phase of the company moving towards a world of sustainable energy.
In this video I discuss how we are dealing with a plan to bring out a van along with a bus. Before that, we are looking at the next generation platform targeting the 42 million per year car sales market, mid price autos.
https://3speak.tv/watch?v=taskmaster4450le/khfjcjgh
There is no doubt that Elon is a disvisive personality. That is one thing that puts many on Wall Street off. However, is track record is starting to be laid that, at this point, it is questionable to go against him. He might not bring everything out but he does have enough hits to hang his hat on.
In this video I discuss how many view Tesla and how they miss wwhat is taking place.
https://3speak.tv/watch?v=taskmaster4450le/dafeclfe
The market wasn't impressed by Tesla's record quarter. This is not any surprise since it seems to be the norm.
In this video I discuss how the market is best ignored for those with the long term view of the company. One quarter's deliveries, good or bad, do not mean much. It is the long term developments that are important.
https://3speak.tv/watch?v=taskmaster4450le/ikvgonfa
Here is our weekly update for LeoGlossary.
We are working on dpeth in addition to adding newer terms. There is a waiting game on Land with Splinterlands. There are a lot of terms that are noear 1,000 words.
In the video there is also in update on the ranking of one of the pages.
https://3speak.tv/watch?v=taskmaster4450le/hhkkhucl
The number are out. And Tesla had another record quarter. It surpassed both production and delivery records, previously set in the 4th quarter.
https://3speak.tv/watch?v=taskmaster4450le/zqrmlgtd
Tesla ileading the race. Yet many feel that it is getting desperate.
In this video I discuss how tesla not only has the goal to sustainable energy, it is working on getting an "installed" base. This is similar to what Apple did with the IPhone. It is a proven model that could serve Tesla well by 2025 or 2026.
https://3speak.tv/watch?v=taskmaster4450le/bgssvzey
There are a couple of reports that are claiming two inititiatives are on the table for Tesal to expand its battery production.
In this video I talk about a possible Megapack plant in China along with a joint venture with CATL in Texas.
https://3speak.tv/watch?v=taskmaster4450le/lmdursmz
We are a few days away from the release of the Q1 delivery and production numbers for Tesla.
In this video I give my forecasts of both, presenting a case for the numbers detailed in here.
https://3speak.tv/watch?v=taskmaster4450le/bjtdrmle
A lot is being made of Tesla's price drops. The presumption is that, since Tesla cut prices, it is going to eat into its margins.
In this video I discuss how the company might surprise people. Tesla's goal is to drop costs in line with price cuts. We already say the decline in Lithium prices.
- What is Hive
- 3Speak
https://3speak.tv/watch?v=taskmaster4450le/ebjwticc
Cox Automotive:
Tesla now has 5.1% of the overall US car market. This is not EVs but the market in general.
In this video I discuss the recent research by Cox and how quickly Tesla is moving up the scale in terms of their market penetration.
Here is the article discussed in the video:
https://www.teslarati.com/tesla-market-share-q1-2023-cox-automotive/
https://3speak.tv/watch?v=taskmaster4450le/piizhcbw
Have you stepped back to think about the power of Tesla in the US? It was very public in a fight with the Biden administration. The problem is that Tesla is increasing its power center within the country.
In this video I discuss how the manufacturing within the US by this company keeps growing. One of the overlooked aspects is the tentacles of battery production which is ramping up in a number of facilities.
https://3speak.tv/watch?v=taskmaster4450le/xmowimir
Here is the weekly update for LeoGlossary. This week was more depth added both for the general terms and splinterlands.
We are now going deeper trying to make pages that are valuable as a resource or reference center.
https://3speak.tv/watch?v=taskmaster4450le/gtlquhxr
We are looking at a time, in a few decades, where near free energy will be available to most. What does the world look like at that point?
In this video I discuss how Tesla is one of the companies looking at pushing this forward. It is a huge process that will take 25 years to really see a major impact. When we arrive at something like that, how much different will the world be?
https://3speak.tv/watch?v=taskmaster4450le/ejsfbjid
When we step out and put our futurist hats on, we can see many components that are going in to remake the entire economy.
In this video I discuss some of what Elon is doing with Tesla (and some of his other companies) to help put this forward. It is larger than just renewable energy.
https://3speak.tv/watch?v=taskmaster4450le/ozijqtnx
Ford is the first legacy automaker to break out ICE and EV numbers.
In 2022, the company pushed out 96K EVs and lost $2.1 billion. That breaks down to about $22K per unit.
In this video we discuss how far ahead Tesla is as evidenced by this. The Ford situaiton shows how they next 5 years is going to be hard for them.
https://3speak.tv/watch?v=taskmaster4450le/jeeunavg
We call it cryptocurrency which means people want to focus upon the currency aspect of things. Instead, if we terms them digital assets, they take on a whole new meaning.
In this video I discuss how we can look at things differently, which also exposes the issues that the industry seems to be having.
https://3speak.tv/watch?v=taskmaster4450le/qaaxcwje
It sounds absurd on the surface. That would be a market cap of $10 trillion, a number 4x the largest company...ever.
In this video I discuss how this could be a path that Tesla takes. There was a time when a $1T market cap seemed absurd for any company. We also have a bunch of avenues that are being pursued which could be highly provitable.
https://3speak.tv/watch?v=taskmaster4450le/qfkoqnzu
Do not think just because legacy auto built cars, they are destined to control the EV market. Nokia and Motorola were late to the smartphone market. That was catastrophic.
In this video I discuss how we are seeing a parallel. The scaling of legacy auto simply isnt there.
https://3speak.tv/watch?v=taskmaster4450le/uhtbmonr
We had a good week in our development of LeoGlossary.
The focus, as discussed in the last video is depth. This week a number of crypto related terms were expanded. There is now word counts ranging from 700-1,200 for them. This is where the idea of building value.
In this video I also discuss how @gadrian is doing a wonderful job building out What is Splinterlands and added a valuable page regarding Hive Games.
https://3speak.tv/watch?v=taskmaster4450le/rrhxqhon
We know YouTube influencers get a lot of attention. The question is whether what they say is worth a damn.
In this video I discuss this and how I decipher whether one is worthy of listening to or not.
https://3speak.tv/watch?v=taskmaster4450le/nqrlrfni
Many wonder how Tesla is going to back up its claims.
This was answered by Sandy Munro. If you are interested in Tesla, I suggest you check out his videos on YouTube. He provides the engineering insight.
In this video I discuss how a recent interview showed that Tesla has just lapped the automotive field (again). They made a move that even made GM's new EV platform obsolete.
https://3speak.tv/watch?v=taskmaster4450le/cwmqxrcs
Technology often is winner take most. Could that be the case for autoonomous driving?
In this video I discuss how software creates a different environment. Could we see Tesla become the defacto operating system for full self driving? This could have Tesla licensing it to everyone.
https://3speak.tv/watch?v=taskmaster4450le/leuaaixy
VW made a stunning announcement that it is going to have to spend a large fortune, most of that debt finance.
In this video I discuss how Tesla is actually so far ahead of the competition it is amazing. How much money do these companies need to spend to even get to the point Tesla is at now?
https://3speak.tv/watch?v=taskmaster4450le/zcmtsnyo
So much for demand waning in China.
Tesla took two of the top 3 spots in February in the luxury premium market. The Model y was #1 with the Model 3 coming in third.
In this video I discuss how this is indicative of what is happening all over the world. We are seeing Tesla dominating the markets it is in.
https://3speak.tv/watch?v=taskmaster4450le/jonyosyl
Tesla Energy is what really gets me excited. When I look at this company, all the excitement over the vehicles, which is warrented, is going to be eclipsed by what takes place with energy.
In this video I discuss how it can go from some very low numbers to over $60 billion with just the megapacks. This would make this product a serious contributor to Tesla revenues.
https://3speak.tv/watch?v=taskmaster4450le/akjwkevf
It is time for the update for LeoGlossary.
In this video I discuss how the focus is not on depth. The average page length in LeoGlossary is not very strong. For that reason, the number of pages with around 1,000 words has to epxand. That is now the focus.
https://3speak.tv/watch?v=taskmaster4450le/qiidgsit
Their was a report on CNBC after the specs of Cypbertruck were released.
In this video I discuss how we are looking at more presumptions about a company that conintues to approach things in a completely different manner. For this reason, we see a backdrop around which people do not understand technological changes as they are happening.
https://3speak.tv/watch?v=taskmaster4450le/uzovosmx
At Investor Day, Tesla said that it was going to be out the 3rd generation platform, a car that will be half the price of the Model 3.
In this video I discuss how we might be missing a point here. The tendency is to think that it will be a car, scaled down on features. However, what if Tesla is making another manufacturing step forward?
https://3speak.tv/watch?v=taskmaster4450le/lfbcbkql
It seems the competition is lagging. GM announced they are having a problem with their EV production on their Hummer line.
In this video I discuss how Tesla keeps ramping up production while the competition is stalled. If the industry is transitioning to electric, that means legacy is going to have huge issues.
https://3speak.tv/watch?v=taskmaster4450le/fgvlbzhk
This goes above and beyond what the other manufacturers can do.
In this video I discuss the overlooked concept that shows Tesla is not a car company. What it actually mirrors is Apple around 2012 with the Iphone.
https://3speak.tv/watch?v=taskmaster4450le/obzpwify
Tesla slashed prices on their model X and S. What is going on?
In this video I discuss how this might be different than people think. Tesla is the aggressor here, putting others in the EV market on notice.
https://3speak.tv/watch?v=taskmaster4450le/jcklzotw
Tesla is now churning out the Model Y in Shanghai at a record speed.
In this video I discuss a walk through of the plant. It was revealed from the first to last station, a model Y goes through that in 2.5 hours.
https://3speak.tv/watch?v=taskmaster4450le/xoeooken
Here is the weekly update for what is taking place with LeoGlossary.
The push for 3,000 pages is on. Splinterlands is waiting for a release which will like add a lot to that glossary. Right now, depth and linking are key. One of the areas of focus this week will be cryptocurrency.
https://3speak.tv/watch?v=taskmaster4450le/lruvsewd
Not surprisingly, Wall Street completely misunderstood what Tesla was doing with Investor Day.
In this video I discuss how the mindset of Wall Street is a cancer and how Tesla operates in a manner that ensures long term success.
https://3speak.tv/watch?v=taskmaster4450le/wauhharx
Tesla gets a lot of attention. However, there are many aspects that fly under the radar.
In this video I discuss another area where Tesla is poised to dominate. The fact they can produce things for 30% of what the competition can makes a huge difference.
https://3speak.tv/watch?v=taskmaster4450le/qxjcxjzi
The next Giga-factory is going in Mexico.
Elon confirmed this at Investor Day. It is going to be the site of the new 3rd generation platform.
In this video I discuss why they chose that site, how it affects things, and why this is big news.
https://3speak.tv/watch?v=taskmaster4450le/orpklubu
We are close to Investor Day and many are speculating what will come out.
In this video I discuss the idea of the 3rd generation of Tesla platforms. This is going to be in the framework of the Toyota Corolla category.
https://3speak.tv/watch?v=taskmaster4450le/sddkltfz
According to the President of that country, the answer is yes. Musk stated that they had a really good phone call but stopped short of making an annoucement.
In this video I discuss the potential options that could arise out of this. If this goes through, it could be a plant for the basic vehicle.
https://3speak.tv/watch?v=taskmaster4450le/hzmffqaj
Tesla is opening up other avenues of revenue and, likely, profits.
In this video I disucss how the sales of the Megapacks could lead to an increasing amount of service revenue. This is a model that Apple followed with great success. I cover some of the numbers and what the potential is.
https://3speak.tv/watch?v=taskmaster4450le/xtvcrdmc
It is time for another LeoGlossary update.
We have another Super Page that is being added. Depth is a major focus with more being added to existing pages. We are going to push for more terms in upcoming weeks.
https://3speak.tv/watch?v=taskmaster4450le/yxzpqndz
In this video I give a brief overview of where I see things going for Tesla over the next 5 years.
There are some variables obviously. We will get insight (maybe) with the Investor's Day this upcoming week. That said, I thought I would outline how I see things progressing.
https://3speak.tv/watch?v=taskmaster4450le/bbjzakol
We saw US auto sales drop from 17 million to 13 million.
In this video I discuss how this does not bode well if it continues, at least for legacy auto. The EV market is growing as a percentage of US sales. This means that ICE is ebing eaten into. Where will this put the likes of Ford and GM?
https://3speak.tv/watch?v=taskmaster4450le/qejcupqh
Tesla is making a lot of money off their EVs.
In this video I discuss the dilemma legacy auto finds itself in. We have the situation where they are losing money on each auto. At the same time, selling more EVs will likely cannabilize their existing ICE base.
https://3speak.tv/watch?v=taskmaster4450le/kednudha
This is a video that is forecasting what will be introduced at Tesla's investor day.
In this video I discuss what might be in master plan #3 and how this will alter the focus of Tesla going forward.
https://3speak.tv/watch?v=taskmaster4450le/xhataozk
There are a lot of projections out there. We are seeing some that are off the charts. Of course, they are nothing more than forecasts.
In this video I discuss the difference between the fundamental projections versus market forecasts.
https://3speak.tv/watch?v=taskmaster4450le/aobyfhem
We dont have a lot of information but we are getting some information from Pepsi about the trucks that were delivered.
In this video I discuss how we are seeing the expansion of the Tesla lineup. The Semi has the potential to pull in $10 billion a year in revenue, something that will go a long way to helping the numbers grow.
https://3speak.tv/watch?v=taskmaster4450le/uuzrwcki
Here is our weekly update.
This was LeoThread week so time was spent kicking that off. On LeoGlossary, a few more terms were added with more depth. We are doing a lot of going back and doing internal linking on older terms.
https://3speak.tv/watch?v=taskmaster4450le/wyurwsks
Tesla outsold BMW in the United States for the first time. It is now the top seller of premium auto seller.
In this video I discuss how many people are starting to grasp the concept that Tesla is going to be spread into more sectors of the automotive realm.
https://3speak.tv/watch?v=taskmaster4450le/hstfecnw
I hear so much bullshit about Tesla it is amazing.
When it comes to this company, I know it well. My knowledge is up there. I might not know the most but I am far ahead of the masses. The same is true with Hive.
In this video I discuss how knowing what we are looking at is vital. There are some investments, such as my holding of Ethereum, where I know little about that network other than the basics. There are thousands who are more qualified to speak on it. However, when people throw out b.s about something like Tesla that Elon is ruining the company, it is foolishness.
https://3speak.tv/watch?v=taskmaster4450le/itqmrvup
For 6 years, we heard the competition is coming relating to EVs. The reality is that has not happened.
In this video I discuss how it is going to take place over the next two years but not in ways people think. Inside is a view of the automotive market nobody talks about.
https://3speak.tv/watch?v=taskmaster4450le/uyhkexvx
Telsa grew at an outstanding rate. Yet, in spite of that, we want more. In other words, it isnt coming fast enough.
In this video I discuss how we are apt to get impatient regardless of the growth rate. Here is where we need to have a longer term perspective.
https://3speak.tv/watch?v=taskmaster4450le/euzudhaf
Tesla does zero advertising yet it is the most talked about auto company out there.
In this video I discuss the two things that Tesla does. It comes down to two things which I cover within.
https://3speak.tv/watch?v=taskmaster4450le/dhwabswx
Remember all the FUD regarding Tesla and Elon being distracted by Twitter.
In this video I discuss how FUD has passed and the stock price reversed in a big way. Notice how when things seem very bad in the moment, they can change in a month or two.
https://3speak.tv/watch?v=taskmaster4450le/hasxrtlw
Here is our weekly update covering what is taking place with this project.
In this video we discuss how we are adding depth and more links are being added. This is vital to the ultimate outcome of this database.
https://3speak.tv/watch?v=taskmaster4450le/oevuetfi
We seem to have a negativity bias. This creates a host of problems since we feel that things will not work out.
In this video I discuss how we often project ourselves onto markets. This causes us to view the potential of what we are involved in negatively since, most of us, tend to have unresolved issues.
https://3speak.tv/watch?v=taskmaster4450le/nhuoonyt
There are many who doubt the sustainability of electric vehicles. Many of these people are very intelligent who have an understanding of electricity and engineering. Yet they are trying to look things through the eyes of today.
In this video I discuss how an affordable, mass produced EV was impossible a decade ago. Now, this has been proven not to be the case. Innovation over the last decade altered the potential here.
https://3speak.tv/watch?v=taskmaster4450le/tggqhpph
On March 1, Tesla will hold an event where the Master Plan #3 is going to be released.
In this video I discuss some of what it will likely include. We are now at a turning point. The first two parts are nearing completion and it is time for the third stage to gear up.
https://3speak.tv/watch?v=taskmaster4450le/kcpiufcz
Tesla is a car company accoring to many. The problem with this view is they are now ramping up production of their battery division.
In this video I discuss how the Megapack factory is pushing 12 packs out per day. These are roughly $2 million apiece. That is $24 million per day with a capacity on that factory of 25 per day. This will be spitting out $50 million daily when ramped up.
The goal is to 3TwH by 2030. This is a bold goal and one that would really set Tesla far ahead of everyone else.
https://3speak.tv/watch?v=taskmaster4450le/ujinxyxn
There are a lot of wild projections out there for Tesla like many other assets that people speculate upon. However, with this company, we can get some crazy numbers tossed around.
In this video I discuss some key areas that have to be addressed if these insane numbers are even a remote possibility. Fortunately, there is a bit of a foundation in place but we have to see a lot more expansion occurring.
https://3speak.tv/watch?v=taskmaster4450le/vqcpalau
Tesla average almost $10K per car in income last year. This will come down with the price cuts.
In this video I discuss how GM and Ford usually around $2,000 and $1,000 respectively. This gives Tesla an enormous advantage.
https://3speak.tv/watch?v=taskmaster4450le/smzobcjx
The team:
@gadrian
@iskafan
@ifarmgirl
In this week's video we update LeoGlossary and some of what took place since we last spoke about this. We are focusing upon depth at the moment in a few key areas.
https://3speak.tv/watch?v=taskmaster4450le/zxmezeqj
In this video I discuss the recent pump in the price of HIve and what I think about it.
There is a reason why I do not put too much energy into these things.
https://3speak.tv/watch?v=taskmaster4450le/qsnkxeqm
Someone asked me if I was happy about the explosion in Tesla's price?
In this video I provide my answer and why I really an neutral about it going either up or down.
https://3speak.tv/watch?v=taskmaster4450le/adzpmdzn
Many focus upon money not realizing it is truly the monetary system that is the important variable.
In this video I discuss how the actions of the Fed are not doing anything due to the biggest borrower being immune to the rates. We also discuss the idea of the gold standard and how it misses a big part of the economic equation.
https://3speak.tv/watch?v=taskmaster4450le/utsdoobb
Tesla is an insurance company. This is one of their greensprout projects that could throw off incredible revenues in the future.
In this video I discuss how Tesla getting more vehicles on the road can only enhance this part of the business. It will take another 4-5 years to fully develop but this is something to keep an eye on.
https://3speak.tv/watch?v=taskmaster4450le/uieturjf
Tesla certainly is the topic of a lot of FUD. The same is true for cryptocurrency. What is behind all of this and what is to be gained.
In this video I discuss how there are ways taht entities and people benefit from spreading FUD.
https://3speak.tv/watch?v=taskmaster4450le/irbaduoe
This should be common sense yet appears to be rather uncommon.
Making videos these days is rather easy. Anyone can do it. Hence people on Youtbe (mostly) simply upload a lot of stuff that is actually incorrect. The sad thing is that it is easy to fall victim to believing these people. Sometimes people live in the echo chamber of things that are basically wrong.
In this video I discuss some warning signs. To start, one needs to cross check what is being espoused. Do not take any of it as gospel.
https://3speak.tv/watch?v=taskmaster4450le/jwxrnnvf
Here is the weekly update for LeoGlossary.
In this video I go through some of what happened during the week and what the focus is.
https://3speak.tv/watch?v=taskmaster4450le/mkkfquiu
Toyota, by volume, is the largest automaker in the world.
In this video I discuss how there are a couple headwinds could really be working against this company.
We could be looking at a massive shift in the auto industry.
https://3speak.tv/watch?v=taskmaster4450le/qojvcpnr
The last week has saw the price of Tesla stock skyrocket. Many feel this is something that validates what is taking place.
In this video I discuss how the market is a terrible tool to try and get valuation from. Instead, it is neurotic, driven by fear and greed. Tesla's stock was all over the place the last year, at which point was the market right?
https://3speak.tv/watch?v=taskmaster4450le/fqiudasi
Tesla put out their earnings and some interesting developments were on there.
In this video I discuss what is going on and how the next year should look. This will be a springboard to a larger year. Even the company is guiding that.
https://3speak.tv/watch?v=taskmaster4450le/gxfszdbc
Elon Musk and the governor of Nevada did a dog and pony show last night announcing the investment of $3.5 billion to expand GigaNevada.
In this video I discuss how this is all part of Tesla's move towards more manufacturing capcity. We will see how many Semis, which are bring produced there, will roll out.
https://3speak.tv/watch?v=taskmaster4450le/ipiydnjy
When it comes to Tesla sales, a guess is that 9 out of 10 sales come from people presently driving other brands. This means that Tesla is not just rolling their customer base.
In this video I discuss how, over the next 3 years, we see the opportunity for the company to really pull in sales from the outside. This really goes exponential when you enter the pickup and mid price car markets.
https://3speak.tv/watch?v=taskmaster4450le/vwncmbcf
Here is a real eye opener.
What are the two biggest segments of the auto industry? How much has Tesla done in those?
In this video I discuss where Tesla's disruption is not even in the meat of the auto industry. In other words, it caused this havoc on the fringes.
People are right: the competition is coming. Yet it is not legacy going after Tesla but the other way around.
https://3speak.tv/watch?v=taskmaster4450le/jmltvvhl
This week was about building links and depth.
In this video I discuss how it is time to add a lot more value to Leoglossary. We are now over 2,600 pages, most of then imdividual explanations for terms. However, the majority of them are short posts, a line or two.
It is not the focus to add a lot more depth to the glossary. Here is were the repository of information will come from.
https://3speak.tv/watch?v=taskmaster4450le/nkzkutuf
We know there are people on YouTube who are very popular in an assortment of areas. They gain a large following and are "experts" based upon the way people to turn to them.
In this video I disucss how we have to be careful and not give too much attention. I share a personal experience of one who I watched for a while along with how things were awry.
https://3speak.tv/watch?v=taskmaster4450le/gnkijdzl
This is something that is throughout the cryptocurrency industry. There are so many who fail to understand the basics of money, how it is created and who is responsible.
In this video I discuss how we have a lack of clarity among people who are taking positions based upon flawed premises. Sadly, it doesnt take a lot to figure this out. A few web searches and people would have the answers.
https://3speak.tv/watch?v=taskmaster4450le/weiuwguy
There are 7 states that are looking at implementing a wealth tax. This is designed to pull tax revenue out of unsold assets, such as stock, homes, and businesses. In some states, like CA, it includes trademarks.
In this video I discuss how the demise of these states is in full swing.
https://3speak.tv/watch?v=taskmaster4450le/mlbdgyto
Can we retire on a stock like Tesla? This idea is interesting and is not uncharted territory. I recall there was a time when the average person at Microsoft was a millionaire with their stock options.
In this video I discuss the idea of long term thinking and what is needed to retire/live off one stock (you can apply most any asset group). The question becomes how many shares do you need, what price are you looking at, both of which can be affected by the amount of time you have.
https://3speak.tv/watch?v=taskmaster4450le/nlvuigrd
The weekly insurance numbers are in for the 9th-15th. Tesla's price cuts in China obviously had a huge impact as the vehicles insured jumped over 500%.
In this video I discuss how the numbers went from 2,100 to 12,600. This was a massive jump ahead of the Chinese New Year.
The first quarter is usually the worst in the auto industry, bringing down the entire sector. Seeing a jump when so many claimed sales were drying up is encouraging.
https://3speak.tv/watch?v=taskmaster4450le/evkxlblt
Is it the key to inonvation? It certainly appears that way.
In this video I discuss some of what I garnered from watching Elon for so long. It is really fascinating how he brings a different mindset to the table as compared to others.
https://3speak.tv/watch?v=taskmaster4450le/zqigqxjt
This is our weekly LeoGlossary update.
In it I disucss what took place this week. The key focus is depth including superpages. We had a terrific one for debt added by @iskafan.,
Look for more pages of this nature to be added over the coming months.
https://3speak.tv/watch?v=taskmaster4450le/xpwnowlz
The resent pump has caused some to shift their sentiments. Is this the change to bull market? We might be seeing that or we could head further down.
In this video I discuss how markets are emotional and what it means to the future of cryptocurrency. We see a similar thing happening in the stock market.
https://3speak.tv/watch?v=taskmaster4450le/vrigjsgl
Tesla decided it is time to pick up far greater market share. If there is a coming recession, we are at the point where market share becomes important. This is common with disruptive companies.
In this video I discuss how the company just lowered prices in the US. If this follows what happened in China, where there were 30,000 orders in 3 days, this will be a major disruption to the auto industry. As always the challenge for Tesla is production.
Can they push out 2.5 million vehicles this year?
https://3speak.tv/watch?v=taskmaster4450le/qzswbgmb
The latest CPI numbes, for the month of December, is in. It went down a tad, to 6.5%.
In this video I discuss how we are just now getting to the point of where the Feds raising of interest is really going to start to affect the economy. Time is required for the higher levels of business activity to filter throughout the economy. This is where the lag comes in.
https://3speak.tv/watch?v=taskmaster4450le/cucbrgjv
The US auot market was down 8% in 2022. This is a bad number with total sales coming in at 13.6 million.
We usually see around17M sold.
In this video I discuss the tentacles of the auto industry and how they tend to be a bellweather on the state of the economy.
https://3speak.tv/watch?v=taskmaster4450le/qbvnwacn
We tend not to think of non digital companies in this realm yet the concept of the Network Effect is applicable to Tesla.
In this video I discuss how the basic integration of automotive and energy can kick off a massive network effect for the company. I go through a few different scenarios where revenues will increase based upon each user (on average).
https://3speak.tv/watch?v=taskmaster4450le/zjcigyxd
Do you realize how far off 2030 is? If we go back in time, 8 years ago, that was early 2014.
To put it in perspective, that was more than a year away from the release of Ethereum. Mt Gox was somewhere around that time period.
In this video I use Tesla, Hive, and Bitcoin as examples of how I approach my long term holdings.
As always, this is not findnaical advice, just information on the Internet.
https://3speak.tv/watch?v=taskmaster4450le/jpiefwob
This week is about depth. We are in the process of working on what are called "Superpages".
In this video I discuss how things are picking up and we have more people interested in the project. The width of the project is going well so now it is time to add more depth.
https://3speak.tv/watch?v=taskmaster4450le/hcqomjkt
Tesla is like something we never saw before. The closest I can come up with is Apple yet even that falls short in comparison.
In this video I discuss how Tesla is creating a number of areas with a TAM that we cannot even calculate. This is what Apple basically did with the IPhone. Because of this, we are watching a company that can become bigger than both Apple and Saudi Aramco combined.
https://3speak.tv/watch?v=taskmaster4450le/wdenyvoc
The Tesla bears have plenty to chew on today.
Tesla lowered their prices in China. Actually, this was done on price throughout much of the Pacific.
Of course, we are being bombarded with "see no demand".
In this video I discuss how this was actually in the plan, even going back 9 months to an earnings call. This is a time when companies seek to gain on the competition.
Usually that is a good thing except in the case of Tesla it seems.
https://3speak.tv/watch?v=taskmaster4450le/jspgnlbn
We are continuing the progress with LeoGlossary. This is shaping up into something very powerful.
In this video I put out a call to the community if anyone is interested. The focus is now on, in addition to everything else, building a few superpages. If we can get a dozen or so of these done throughout the year, it would really help things.
Here we go through some of what is involved along with how to particpate.
https://3speak.tv/watch?v=taskmaster4450le/wrzwigar
The battering of Tesla continues. Isn't it interesting that a company which had a record quarter is being slammed by Wall Street. This goes to show how out of touch it can be,
In this video I discuss the Cybertruck. This is going to add at least $40 billion in revenues yearly in 2024 and 2025. This is a brand new product entering virgin market for Tesla.
https://3speak.tv/watch?v=taskmaster4450le/yuqvczbn
We have another record quarter from Tesla. And, as is par for the course, Wall Street crushes it.
In this video I go through the 60K+ increase in delieveries and the 70K+ increase in production. Both of these are on a quarter over quarter basis.
https://3speak.tv/watch?v=taskmaster4450le/rvyzsbrb
Technolgoy can change business models completely.
With the Tesla Semi, the entire trucking industry is going to change. One way this is the case is with energy.
At present, trucks are filled with diesel at the local filling station. WIth electric, that is not the case.
In this video I discuss how Walmart can benefit from this shift while also becoming one of the largest energy providers in the United States.
https://3speak.tv/watch?v=taskmaster4450le/mpxlptri
We are seeing the new year kick off with a bank. There are some big plans with Leofinance and I expect to uphold my part with LeoGlossary.
In this video I discuss some ideas pertaining to it. 2023 is going to be about expansion, focusing upon depth and width of the project.
https://3speak.tv/watch?v=taskmaster4450le/rqfrlwfe
It was a strange year for Tesla. This was both the best year and worst year for the company.
From a bsuiness standpoint, it kicked ass. While we await the Q4 production and delivery numbers, we see it topping 1.3 million for the year. This puts them close to the 50% increase over 2021.
As for the stock, it was crushed. This was off more than 70%.
In this video I discuss the year that was and the upcoming 12 monhts ahead for Tesla. Here is some inight: growth will continue in a major way.
https://3speak.tv/watch?v=taskmaster4450le/iugnwdww
We take a look at the economy in 2023.
Are we heading towards a recession like many believe?
In this video we discuss how deflation might be on tap by the end of next year. This is a move in the business cycle that is unavoidable.
https://3speak.tv/watch?v=taskmaster4450le/rujsupls
Elon musk took to Spaces and commented on Tesla's production plans in spite of his expectation of a recession.
The bottom line is Tesla is going to pump out as many vehicles as it can. This is something that on the surface seems inane until you truly consider it.
In this video I discuss why Tesla will keep ramping production regardless of the economy along with why it is sensible.
https://3speak.tv/watch?v=taskmaster4450le/pzhbrbra
In this video we will go through the organic system that Tesla is creating. Obviously, certain areas are still uncertain at this point yet we are seeing how things are lining up.
The products they are offering all have to do with energy. This is the key point to see. If we follow the flow of energy, we can get an idea of where Tesla's end game might be.
https://3speak.tv/watch?v=taskmaster4450le/etbhqnei
Many feel that a recession will hurt Tesla. This is actually not correct based upon history.
in this video I discuss how recessions are when disruptive technology excels. Companies that are of this ilk tend to pick up market share during the down times.
This is the situation Tesla finds itself in.
https://3speak.tv/watch?v=taskmaster4450le/pwhdfwye
There is a new attack vector with Tesla. We heard the Tesla Semi is vaporware. Now we hear about the Cybertruck is falling into that category.
In this video I discuss how we are seeing the idea that these projducts will never come out. Of course, it was utrue with the Semi which is out. The claims made by Tesla are not validated, but we do see the vehcile on the market.
https://3speak.tv/watch?v=taskmaster4450le/ugfaeshy
I was real early on this one but we started talking about Tesla Energy well over a year ago. It seems that now things are going to start moving.
In this video I discuss how Tesla Energy is capturing the imagination of Tesla supporters. This is going to be a massive growth area over the next decade.
https://3speak.tv/watch?v=taskmaster4450le/ezxnxzla
There was an article that appeared detailing how stablecoin settlements already outpace Mastercard and AMEX and will soon rival Visa.
Here is the link:
https://cointelegraph.com/news/stablecoin-settlements-can-surpass-all-major-card-networks-in-2023-data
While a bit misleading it does point to the power of stablecoins. In this video we discuss what is happening and how this could be affecting things.
https://3speak.tv/watch?v=taskmaster4450le/fdtqujef
There is a lot of speculation regarding Tesla, especially with Elon being "distracted" by his Twitter acquisition. He took to Spaces to clarify it.
In this video I discuss the highlights along with how this could affect Tesla. He did drop some nuggets which will make Tesla investors happy.
https://3speak.tv/watch?v=taskmaster4450le/onqxnpyb
Elon appeared on a Twitter Spaces talking about what is going on with Twitter. It is amazing how bad things were. The company was slated to lose $3 billion in 2023 if things were not addressed. At the same time, the software stack is absurd according to him.
In this video I discuss how much about Elon is overblown. Quite frankly, anyone in the CEO position facing those numbers would have done the same thing. This is business 101.
It just shows how even some of the best known companies in the world can be run like hell.
https://3speak.tv/watch?v=taskmaster4450le/sceskoda
Money is not wealth. If that were the case, countries that decide to "print" money would be wealthy. Instead, we need to realize wealth is business.
In this video I discuss how we can look to this to uncover the link between the two. This is going to be a premise for future articles.
https://3speak.tv/watch?v=taskmaster4450le/kkrdoydl
The Congress passed the Inflation Reduction Act. Forget the catchy title, this was a renewable energy act.
Elon was against it, citing it as unnecessary and a waste of money. It is ironic that Tesla, no friend to the administration, is going to be the biggest winer in this.
In this video I discuss how we are about to see Tesla get a huge boost in earnings as every facet of their business is eligible for money.
https://3speak.tv/watch?v=taskmaster4450le/paocuunf
Most of us presume Elon is selling Tesla stock to finance Twitter. While that is the most logical choice, there might be another reason.
In this video I discuss how Elom might be doing some tax planing, suing some options that he has. He could be selling and buying in at a lower price.
https://3speak.tv/watch?v=taskmaster4450le/uteablkv
We made some significant progress this week.
@gadrian was able to complete the update on SplinterGlossary. This was a big step forward.
Also, a new link for Hive was completed also. This had roughly 170 links in it.
We delve into the rest of the updates in the video.
https://3speak.tv/watch?v=taskmaster4450le/oxwqubzw
The financial media is no different than any other media source. It is nothing more than propaganda.
In this video I discuss how we are seeing FUD (lies) launched at both Tesla and Cryptocurrency. When one follows these closely and applies a bit of logic, it is easy to see how misleading all this is. Of course, this is having a predictable result in the markets.
https://3speak.tv/watch?v=taskmaster4450le/lfotdfov
There are a number of factors that go into markets. In this video we discuss how the economic, credit, and monetary cycle all come into play.
Where are we now and how will things unfold over the next 4-6 months? That is what we discuss.
https://3speak.tv/watch?v=taskmaster4450le/qktkkyfp
It seems that both the bond and equities market are telling the Fed that it is off course. But the Fed does not seem to care at this point.
In this video I discuss the economy and the Fed's continued raising of the Fed Funds rate. The reaction by markets is very interesting.
https://3speak.tv/watch?v=taskmaster4450le/zxjclvhs
There is sound reasoning why Wall Street always misunderstands Tesla.
In this video I discuss how, outside the automotive sector, Tesla is really a series of start ups. This is something that Wall Street does not account for in its analysis. In other words, they do not do start ups. That is Silicon Valley, VC firms.
https://3speak.tv/watch?v=taskmaster4450le/udpigcys
Someone asked me how can I be forecasting recession yet say the risk on sentiment will occur, sending both equaties and crypto running?
In this video I discuss the disconnect that takes place and how the markets are not the economy. There is a valid reason why markets run during recessions.
https://3speak.tv/watch?v=taskmaster4450le/nljnclhl
The automobile industry might be seeing a massive shift. For the past few years, all power was with the dealers since supply was contrained. That might be changing.
In this video I discuss how the automobile sector might be flipping and car dealerships could end up desperate.
https://3speak.tv/watch?v=taskmaster4450le/pvxsjefq
The two main items for the week:
- Bond Glossary is done
- SplinterGlossary is being fully linked
In this video I discuss some of the happens including the rollout of the new UI.
https://3speak.tv/watch?v=taskmaster4450le/okjogrku
There was a chart on Reuters detailing the profits per vehicle that Tesla makes compard to Toyota.
It turns out there was a greater than 8x difference.
In this video I discuss why those who try to value Tesla as a car company are remiss. This is one of the main points that drives it home. Tesla simply has margins that automakers can only dream about.
https://3speak.tv/watch?v=taskmaster4450le/jhqqbqru
We keey hearing more noise around Tesla. The latest is the reduction in production in Shanghai.
In this video I discuss why the move wouldnt make sense from Tesla's perspective anyway, even if true. Also, we have to step back and look at things in a larger context.
https://3speak.tv/watch?v=taskmaster4450le/vtgcgcub
There are a number of things that cause shifts. One is technology, another demographics with social outlook a third.
In this video I discuss how disruption in the automobile industry is causing many companies to turn to the same old playbook. This is going to end up putting these same firms out of business.
https://3speak.tv/watch?v=taskmaster4450le/drowmsxe
Many are being exposed to financial matters for the first time. Being involved in cryptocurrency means we are instantly immersed into the financial arena. Having some basic skills is important.
In this video I discuss some of the basic differences between trading and investing.
https://3speak.tv/watch?v=taskmaster4450le/yooxdwhc
It was announced there was record production out of the Shanghai factory, topping 100K vehicles produced in a month. A couple hours before that, Reuters reported that Tesla was cutting production by 20% due to low demand.
In this video I discuss how the lies surrounding Tesla and crypto are very similar. We see stories floated that are obviously made up and absurd yet the media latches on to them.
https://3speak.tv/watch?v=taskmaster4450le/ohnmjgnf
As more info rolls out about the Tesla Semi, things are starting to get very interesting. While we have to get confirmation from the companies using the product, we could see the market for this product explode.
In this video I discuss how Tesla could sell more than 1 million of these over the next decade and dominate the trucking industry.
https://3speak.tv/watch?v=taskmaster4450le/vjgylfbn
Here is an update on the progress of the LeoGlossary project.
We are doing a lot of filling in, linking the specific definitions with other articles. There is also a fair bit of list building taking place.
The big elephant is the fact that Leofinance is changing the UI. We were told LeoGlossary will be a part of it. At this moment, nobody knows how the UI is going to look or how this shifts the focus.
https://3speak.tv/watch?v=taskmaster4450le/ouyofsuh
We are seeing a lot of noise surrounding Elon and Twitter. Elon simply cannot help being Elon.
In this video I discuss that while that distraction is taking place, Tesla is in the process of putting together its best quarter ever, and by a wide margin.
https://3speak.tv/watch?v=taskmaster4450le/lsjhqael
Tesla delivered the first semis. This is now something that is in the real world proof of concept stage. We will see the feedback that comes from Pepsi and whomever else is seeing them delivered.
In this video I discuss not only Tesla but also the impact of the increasing production schedule. This is going to put Tesla in a record position for the next few quarters.
https://3speak.tv/watch?v=taskmaster4450le/jbmhnzjm
We are seeing the Fed starting to falter. Powell gave a speech announcing they are likely to slow the pace of rate increases.
In this video I discuss the economy, markets, and how things might unfold.
https://3speak.tv/watch?v=taskmaster4450le/rflbnpvv
It appears a large portion of the drop in the price of Tesla is due to the circus that Elon Musk immersed himself with Twitter.
In this video I discuss something that Gary Black tweeted about Twitter's profitability and what happened if he suddenly announced it was cashflow positive.
https://3speak.tv/watch?v=taskmaster4450le/fljhxipp
It appears that Twitter (Elon Musk) and Apple are butting heads. Musk is looking to disrupt things in a major way. The challenge is does any of this spill back on Telsa?
In this video I discuss how Tesla could be a part of this battle, both directly and indirectly. As for the price of the stock, this could have short term implications.
https://3speak.tv/watch?v=taskmaster4450le/teadqzwa
It is a long time in the making. Tesla is finally going to deliver the first of its Semis on Dec 1.
In this video I discuss how this is vital. The idea of test runs can give some feedback but it is time to get some out in the wild. Let us see what the specs are with real world usage.
https://3speak.tv/watch?v=taskmaster4450le/mwubtxjc
Here is another area that Tesla dominates the competition. When it comes to return on capital, Tesla far outpaces everyone else.
In this video I discuss how Tesla has close to a 30% return, as compared to BMW at 18%. When looking at the likes of Ford or GM, they are mid-single digit.
Here is a link to the data cited in the video:
https://steadycompounding.com/investing/tesla
https://3speak.tv/watch?v=taskmaster4450le/veitfwyk
This is a concept that is not often discussed but it is one of the factors that separates Tesla from the competion.
In this video I discuss how Tesla is able to navigate things unlike other companies because the potion of flexibility its finds itself in. This extends to production, engineering, design, materials, and, now, financial.
https://3speak.tv/watch?v=taskmaster4450le/eonbwrqm
This is a concept that many people have strong opinions about. Because of a lot of misconception, we tend to attribute more to money than is really there.
In this video I discuss the concept of making money out of thin air and how we have a huge opportunity in crypto. We are now able to follow the roadmap the true money makers, the banks, laid out for us.
https://3speak.tv/watch?v=taskmaster4450le/zbphtcqf
We have a lot of magical thinking in the investment world. This is something we have to be mindful of when it comes to investing.
In this video I discuss how recent events show, in hindsight, how the entire industry fell victim to this.
https://3speak.tv/watch?v=taskmaster4450le/vlaqsnpl
This comes from Warren Buffett's idea to buy companies with strong moats. Obviously, this will vary based upon the company and industry.
In this video I discuss how Tesla has erected a number of moats. Many of these tie into each other further providing a gap between it and the competition.
https://3speak.tv/watch?v=taskmaster4450le/bgfndzeq
This is a question many are wondering.
In this video I provide the answer and the reasoning behind it. We can fall victim to buying into the noise that is out there. Here we uncover how to sift through all that.
https://3speak.tv/watch?v=taskmaster4450le/rlzuiiaf
Elon Musk is a lightning rod. He is also one who can get things done. This was the case for Tesla.
In this video I discuss how he has attracted a lot of unwanted attention over the years. He also has led Tesla to great heights.
One problem is we keep hearing the same thing from the detractors.
https://3speak.tv/watch?v=taskmaster4450le/uwfymqko
After firing Herbert Dies, VW seems to go further down the rabbit hole of non-legitimate player in the EV race.
In this video I discuss how VW is crushing the idea of a plant that Dies approved to spit out EVs at a pace near that of Tesla. Instead, it will proceed forward with many of their ICE factory conversion.
https://3speak.tv/watch?v=taskmaster4450le/segswywh
This is something that, if true, could really reframe how Tesla is viewed as a stock.
In this video I discuss the speculation that Warren Buffett might be buying Tesla stock. There will be no confirmation until we get the Q4 filings next quarter. However, it was revealed that Buffett sold some of his holdings in Chinese EV maker BYD. THis does not mean he is piling into Tesla.
Nevertheless, his lightening his holdings there has many pondering if Buffett is taking a look at Tesla. Earlier this week we had Buffett confidant, Charlie Munger, praising Musk and Tesla.
https://3speak.tv/watch?v=taskmaster4450le/ewlxwoil
When it comes to investing, ideology and bias can be fatal. Over the years this is something I saw repeatedly.
In this video I discuss how the idea of Tesla as a cult stock shows a bias that simply is not in connection with reality. This is what is often used by those who short Tesla, a move that lost people tens of billions over the last few years.
https://3speak.tv/watch?v=taskmaster4450le/vwlatnkw
The Tesla Semi is coming.
In this video I discuss how the Semi is being delivered starting on Dec 1. While there is a forecast of 50K delivered in 2024, we had no idea of the scaling. Now we see how many are being targeted for the end of the year.
https://3speak.tv/watch?v=taskmaster4450le/xllzumng
This is a narrative that still is floating out there. We are beginning to see the absurdity in it yet it persists.
In this video I discuss the numbers coming out of China and how Tesla is doing relative to others. We also look at the totality of the company's operations.
https://3speak.tv/watch?v=taskmaster4450le/emfqvhob
In this video I discuss how there is an assertion of a Twitter overhand. It is a story that shows how the goalposts are continually moved. Yet when we analyze it, this really has nothing to do with Tesla or its ability to perform.
This is a prime example of eliminating the noise from the equation when looking at investments. Much of what people espouse is just garbage.
https://3speak.tv/watch?v=taskmaster4450le/qmbnqrwi
Here is the latest update of the progress on LeoGlossary.
In this video we discuss some of the additions. This was hurricane week so things were delayed a bit. We are moving towards 2,200 posts which is up over 100 from last week. On this end of things, we made good progress.
https://3speak.tv/watch?v=taskmaster4450le/yxnrfxns
Tesla is more than a car company. This is something that many talk about. The numbers do not validate this at this point but there is a sector that can make a huge difference.
In this video I discuss how Tesla could end up being the largest provider of power in the future. With the virtual power plants it is looking to set up, we can see how this could be a reality.
https://3speak.tv/watch?v=taskmaster4450le/mvdaclkn
Tesla's stock has been beaten up pretty good. Is this of concern?
In this video I idsucss how we are looking at something really developing with the compnay. Yet the sentiment out there is absurd. For this reason, people simply have to suffer through the bear.
https://3speak.tv/watch?v=taskmaster4450le/ectlotpi
Tesla is putting investors to the same thing as crypto. We are seeing serious market action to the downside, something that is causing a lot of FUD and negativity.
In this video I discuss how we have to deal with this situation. The company is still operating although that are some questionable areas such as what China is looking like.
https://3speak.tv/watch?v=taskmaster4450le/dqhwrszm
Just like in cryptocurrency, when a stock price gets hammered, it is a bit of a letdown. However, this is where being a long term investor enters the picture.
In this video I discuss how Tesla's price is off 50% from its highs yet the eyes on how the future growth of the company will be.
https://3speak.tv/watch?v=taskmaster4450le/klgpjnds
A lot is changing. At the head of the list is the fact the Chinese economy is starting to suffer greatly.
In this video I discuss what the wold looks like with a vast portion of it having both declining populations and economic output. This something the world is not accustomed to at least since the end of World War 2.
https://3speak.tv/watch?v=taskmaster4450le/prbcyfmq
In this video I discuss the progress of LeoGlossary. We are expanding each week. A couple of big glossaries were finished, at least for the moment.
Also, we have an exciting addition we hope will come out this week. This is going to entain AI generated content and some of what might be part of our glossary going forward.
https://3speak.tv/watch?v=taskmaster4450le/mecatqkz
This is something that has investors nervous. Is there a demand problem with Tesla?
In this video I go through the numbers. Also discussed is the fact that Tesla has the ability to dictate its demand based upon its profit margins.
https://3speak.tv/watch?v=taskmaster4450le/jrxpzehs
The Fed is being validated once again.
We see a jobs report that shows the resiliency of the US economy. Couple that with the elevated levels of inflation and we can see how the Fed will stay the course.
In this video I discuss how this is all fitting together and how I foresee things unfolding.
https://3speak.tv/watch?v=taskmaster4450le/dvpypnzv
How is GM going to pull this off?
If they achieve their goal of 50% of their vehicles sold by 2030 being EV, what does that mean for the other 50%? Are they leaving themselves open to being canabilized by other companies?
In this video we discuss this along with their debt problem. When ICE sales decrease, so does the economies of scale in their factories.
https://3speak.tv/watch?v=taskmaster4450le/aqlyrctm
The Chinese just took the Shanghai factory from 15K car production per week to 23K. Now Tesla is looking to do the same in Fremont.
In this video I discuss how Tesla is at 650K annual production capacity. There are 200 engineers who were responsible for the upgrades to the Chinese lines who are coming to Fremont. The goal is the same, to increase production by 50%.
https://3speak.tv/watch?v=taskmaster4450le/wpveiyre
Tesla announced that it hit its 20,000th Model Y produced in Austin. This did this in about 150 days.
It took them 108 days to do the first 10K, and 43 to do the second. This is how scaling looks.
In this video I discuss what these numbes means and how they could unfold for the next 9 months.
https://3speak.tv/watch?v=taskmaster4450le/bitikjlc
Everyone views Tesla as an automotive company and, based upon their revenues, this makes sense. However, it is probably a mistake to think of it solely in those terms.
In this video I discuss a conversation Lex Friedman had with the ex head of self driving from Tesla. He provided some insights as to why Tesla is far ahead of others.
https://3speak.tv/watch?v=taskmaster4450le/qkbycerk
Here is the weekly update of LeoGlossary.
We discuss what is going on with SplinterGlossary, the expandion og Hive Glossary and also how the InsuranceGlossary is being expanded.
There is also efforts being made to establish LeoGlossary in Spanish.
https://3speak.tv/watch?v=taskmaster4450le/sqcqydss
I took a quick gander through the balance sheets of Ford and GM to compare to Tesla.
Looking at debt along with net income we come up with a picture of the headwinds facing the two legacy companies.
In this video I discuss the question of how are they going to transition when each are carrying over $100 billion in debt.
https://3speak.tv/watch?v=taskmaster4450le/mifdgghk
What impact will Elon's acquisition of Twitter have on Tesla?
There is no doubt that Elon is a lightning rod. In this video I discuss the potential consequences of this move. There could be some blowback but Elon can get passed it by building beyond what all expect.
https://3speak.tv/watch?v=taskmaster4450le/qtghdaqq
Ford, like GM, had an imporved quarter, on a YoY basis. However, the numbers, while from a larger base, are smaller in some areas compared to Tesla.
In this video I discuss the major difference Tesla is compard to Ford when it comes to making money. This is something that analysts tend to over look because of the high stock price on a relative scale.
https://3speak.tv/watch?v=taskmaster4450le/eldzvdlq
We have the numbers for GM and they did have a good quarter, on a year over year basis.
In this video I discuss how Tesla and GM are shaping up in comparison to each other. GM is still bigger but the gap is closing. There are areas where Tesla is already achieving parity with GM. This means they will pass them in a number of categories in 2023.
https://3speak.tv/watch?v=taskmaster4450le/gugkplrc
Tesla has stated that they expect to achieve 50% annual growth in the automobile segment over the next few years. The question is whether this is going to happen for the year 2022.
In this video I discuss approximately where the company stands now and what it will have to pull off to achieve their 50% growth. Basically we are looking at having to do close to 500K in the 4th quarter to achieve this end.
https://3speak.tv/watch?v=taskmaster4450le/uujaihgf
More noise from Tesla bears. Next to Peter Schiff, these people have been wrong for the longest time of anyone out there.
In this video I discuss what cuased the original price increases and why there is a reversal. We see three components factoring into this, something the bears are not taking into account.
https://3speak.tv/watch?v=taskmaster4450le/bymrwuha
This week was another productive week for LeoGlossary. We are closing in on 1900 posts and will cross 2000 in the next week to 10 days.
In this video I update SplinterGlossary, discuss the advancement of Hive Glossary along with the Company Financials AND mention another project that could be joining LeoGlossary.
https://3speak.tv/watch?v=taskmaster4450le/eyejhzdj
Elon Musk stated that Tesla could end up with a larger market cap than the combination of both Apple and Aramco have now.
In this video I discuss the revenue growth that could take place over the next few year and how this is, at some point, possible. It will need, however, to have the energy division to grow greatly.
https://3speak.tv/watch?v=taskmaster4450le/dhbeptuv
We see the online community already screaming about the Fed "bailing out" the European banks. People see the currency swap between the Fed and the Swiss National Bank and conclude that is what is happening.
In this video we discuss what is truly taking place and what is driving it. There is a lot more than most people grasp in terms of the dynamics of what is taking place.
https://3speak.tv/watch?v=taskmaster4450le/gfdmdmmg
Tesla reported their numbers last night. It was a record month for the company. However, they did miss on their revenues.
In this video we go through the earnings along with some of the other announcements on the call.
https://3speak.tv/watch?v=taskmaster4450le/bccencfk
Tesla announces it earnings after the close today. Here are some of the keys to what to look for.
We also discuss how to ignore market reaction. Companies tend not to override the overall sentiment that is taking place.
https://3speak.tv/watch?v=taskmaster4450le/shtpibkx
We hear a lot about how bad things are. Look over YouTube and we see how everything is going to "crash". Name a market or segment and you will find people calling for a crash. Of course, some will be right.
In this video I discuss how percentages can be our friend. For example, when unemployment goes up, millions lose their jobs. The flipside is tens of millions do not.
https://3speak.tv/watch?v=taskmaster4450le/ehrvojmh
This is the weekly update laying out what was done on LeoGlossary this week. We are now pass 1700 terms.
In this video I discuss a few things that were added, one that will have big interest for all Hive users.
https://3speak.tv/watch?v=taskmaster4450le/msrdzlkg
We have more noise out about Tesla. It seems everyone is concered about the drop in stock price. It reminds me of the crypto world. How often do I have to say that markets are insane?
In this video I discuss why we get a lot of noise and how to turn it off. There are certain things we need to listen to while a lot is just chatter.
https://3speak.tv/watch?v=taskmaster4450le/frvortie
Conviction is vital when it comes to holdings long term. There is a lot of noise out there. The naysayers, especially the financial media, will attack whatever is being held.
In this video I discuss how it is important to eliminate the noise. That said, we also have to be flexible in our approach because things could change with the assets we are optimistic about.
https://3speak.tv/watch?v=taskmaster4450le/ajddeyeo
Below is a channel that I find educational. It not only focusus upon the lives of successful people, it also shares the characteristics that helped lead to that success.
In this video I discuss how we are to change the mindset on Hive. We have enormous potential yet have to adopt a different way of thinking. Aligning ourselves with some of what worked for others is a great first step.
Link to the channel mentioned in the video:
https://www.youtube.com/c/MagnatesMedia
https://3speak.tv/watch?v=taskmaster4450le/flhrogxf
Many discount Tesla because they look at an overpriced car company. While that is one framework, we have to take into account the TAM that the company is going after along with the different segments it is targeting.
In this video I discuss how Tesla is similar to Apple and Amazon. Looking back it is easy to see the potential of those companies. Yet how many saw it at the time and, worse, how many were arguing against those who saw it?
https://3speak.tv/watch?v=taskmaster4450le/slpjfrhb
Tesla had a record month in China. For September, deliveries were 83K for the month.
In this video I discuss how the annualized run rate for that factory is larger than all of the sales for 2021. We will likely see a slight bump in the 4th quarter. This doesnt include any additions to the factory that are planned.
https://3speak.tv/watch?v=taskmaster4450le/tptxvhco
The world is slowly transitioning to EVs. This is not a large percentage of new vehicle sales but it is growing. For this reason, we can expect ICE sales to keep dropping over the next decade.
In this video I discuss how many legacy automakers are going to find it diicult to compete in this arena. The debt loands they have is tough yet going to get worse as they will have to spend billions to transition. Also, cannabilizing their ICE sales will only hinder their path forward.
https://3speak.tv/watch?v=taskmaster4450le/gffyfcra
We had a week of filling in. There was a lot of internal linking done.
Splintertalk is up to 260 words defined with over 300 on the list. We are now over 1700 total posts, meaning we have over 1600 terms defined.
This week we are going to keep adding our usual along with pushing towards 1800 posts. Last week we filled in older posts with some linked comments along with updating the older posts we wrote.
https://3speak.tv/watch?v=taskmaster4450le/zhhavyxx
We got some good news on the Cybertruck front. The 9 ton megapress machine is done. It was tested and is now ready to be taken apart and shipped to Austin. This is a big step forward.
In this video I discuss different timeframes that we could be looking at regarding the vehicle. When will it start production?
This is what we take a look at.
https://3speak.tv/watch?v=taskmaster4450le/tqllwihc
Elon Musk tweeted out that the first delivery of the Tesla Semi will take place on December 1st. The customer who will receive the first batch is Pepsi. This is not a great surprise since the compnay was beta testing the vehicle over the last few years.
In this video I discuss the importance of this moment and what it means for Tesla. On one hand, in terms of revenues, it isnt going to make much of an impact. There are, however, other factors that are very important.
https://3speak.tv/watch?v=taskmaster4450le/browjqpn
Gordon Johnson, a noted Tesla bear, He took to an interview espousing the idea of Tesla being a scam. This is in line with his "observations" that he made more than a decade ago.
In this video I discuss how we are dealing a company that is going into a few different markets, each with enormous potential. Even if one looks at it as a car company, we are seeing 50% annual increase in deliveries. Yet for some like Johnson, this is not enough.
So we will leave with Johnson's quote: everything they said at battery day was a "sham".
https://3speak.tv/watch?v=taskmaster4450le/jbqndsdw
There is a reason Elon Musk is going through with the Twitter purchase. To understand it, we have to harken back to Musk's background with PayPal. He understands payment platforms and how big they can become.
In this video I discuss the idea of Musk turning Twitter into something much bigger than just a social media appliation. This is where he plans on deriving the true value of the platform from.
https://3speak.tv/watch?v=taskmaster4450le/kztlcmbf
Have you heard any of the Wall Street analysts mention Tesla's possible move towards AGI?
While we are not going to proclaim that Tesla will achieve this, it is something that Musk did mention on a couple of occasions suring AI day.
In this video I discuss how the idea that Tesla is a car company is being destroyed, to everyone other than those who analyze the stock. Wall Street still does not get this company.
https://3speak.tv/watch?v=taskmaster4450le/tlkkbqmp
We havent talked much about the economy of late. If we listen to Powell, things are on fire. Of course, when one looks at two metrics, it could be led to believe that.
In this video I discuss how the situation in England is no surprise and how pension funds are getting slammed. This is going to cause even more problems down the road. As for the US, there is still a lot to be leery about. We are watching inventories along with consumer demand as a metric of what will be taking place.
https://3speak.tv/watch?v=taskmaster4450le/etmzmywa
Here is the link to the numbers mentioned in the video:
https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-third-quarter
Tesla released its Q3 production and delivery numbers. Another record quarter from the company. We saw significant growth on a year-over-year basis (the same was true on a sequential basis with the quarter but Q2 was a down one).
There were 22K more vehicles produced than delivered. This is setting the company up well for Q4 since those will presumably be delivered this week.
Early guesstimate is that the Q4 production could top 450K. We will review that throughout the quarter.
https://3speak.tv/watch?v=taskmaster4450le/apouzuig
Tesla had its AI Day #2 yesterday and the Tesla bot was on display. Actually there were two different ones they brought to the event.
In this video I discuss how much progress they made in the past year. We could see the difference between the first and second generation. Obviously, when it is compared to what humans do, we are dealing with rudamentary stuff. However, Tesla is continually expanding its neural network capabilities, leading it to better training methods.
Over the next year, I expect them to get to the point where training is taking place in some of the Tesla factories. This will further feed the data it has. After a couple years of this, my guess is a company will be a beta tester, starting to train them in those factories.
https://3speak.tv/watch?v=taskmaster4450le/bttegrpa
There is speculation that the first Tesla Semis could be delivered in the nextcouple weeks. This would be a major achievement for the company and the industry.
In this video I discuss how the Semi, while very low production for the next year or so, could really ramp up by the middle of the decade. With a price tag of $150K-$200K each, if there is truly a savings on operations, this could drive many companies start to place orders. Tesla already has a couple thousand orders in hand even without more than a prototype. Whne production Semis start to hit the road, this will really allow companies to size up the savings.
https://3speak.tv/watch?v=taskmaster4450le/ezzpqfok
Most on Wall Street are stuck in the past. The analysts look at things in a way that was used 50 or 60 years ago. Unfortunately, a lot changes since then.
In this video I discuss how Tesla is an example of how we need a different viewpoint. This is not exclusive to this company. We can see it with Apple, cryptocurrency and even Meta.
https://3speak.tv/watch?v=taskmaster4450le/ezsyrusw
We hear how the automobile industry is rather flat. That is for everyone other than Telsa.
In 2021, the company jumped its revenue 74% over the previous year. This is what will really close the gap. At almost $50 billion, it is a long way from Toyota, at a quarter of a trillion.
I discuss, in this video, how Tesla is poised to surpass Toyota by 2026. The growth rate that Tesla is showing is not slowing down.
https://3speak.tv/watch?v=taskmaster4450le/idxhncye
Here is our weekly update regarding the weekly progress of LeoGlossary.
In this video we go through some of the things that were done over the past 7 days. SplinterGlossary is making steady headway, especially as the game itself expands.
https://3speak.tv/watch?v=taskmaster4450le/khvadada
Tesla is a lot more ithan a car company.
In this video I discuss the 6 or 7 industries that Tesla is targeting. Some of these are more than $100 billion annually. This means the company has the potential to push $1 trilllion in annual reveniues
https://3speak.tv/watch?v=taskmaster4450le/uxrcdcqa
We have Tesl'a AI day coming up next week. What is the Tesla bot going to look like? Odds are it is going to disappoint simply because many are looking for it to be more advanced than it will be. Those in the industry, however, are watching closely to see if there are true breakthroughs that will not impress the masses but are major steps forward.
In this video I take a step back and discuss the idea of humanoid bots both from a commercial along with a social point of view. This could end up being larger than people think.
https://3speak.tv/watch?v=taskmaster4450le/kefunuqu
Tesla is misunderstood by Wall Street analysts. For the last few years, most of them missed the monumental move in the stock. They all focus upon the noise where people on YouTube were more accurate with their forecasts.
In this video I discuss how the "Tesla Fanboys" seem to keep getting it right when the Wall Street pros keep falling flat on their face with this company.
https://3speak.tv/watch?v=taskmaster4450le/ywwswzri
This topic is the result of watching a video online that talked about a local Walmart and how it expanded to facilitate the excess inventory problem.
It is a viewpoint that I disagree with.
Here is the video that I mention in the video.
In this video I discuss how it doesnt make sense that Walmart would add 25% to their footprint simply to handle a temporary problem. Instead, I propose what else could be in play.
https://3speak.tv/watch?v=taskmaster4450le/bxgqhksb
This is not financial advice, just some fun with numbers.
Tesla has grow at a 60+% growth rate over the last decade. What if the company keeps that up? Many feel it is not possible yet the company has stated it is intent on deliever 50% vehicle grow for many years into the future. Musk stated he is looking at doing 20 milion EVs in 2030.
In this ivideo I compound out the growth rate to that point and determine how many shares of the stock are required to make one a millionaire.
https://3speak.tv/watch?v=taskmaster4450le/hcczewlo
Is this something the legacy automakers are going to start doing?
VW announced that it will spin off Porsche, holding an IPO for the company. It is believed to have a value of up to $84 billion.
In this video I discuss how this might be a move legacy automakers start to follow. By focusing their attention on the brands that have a strong EV presence, they can then spin them off and have them start anew. This is a way to create "offspring" while the host, the legacy ICE company withers and dies.
https://3speak.tv/watch?v=taskmaster4450le/puynboec
We had a good week. LoegGlossaryis shaping up nicely.
In this video I discuss the numbers and what was done this week. Many of the targets for the week were hit with more terms along with depth being added. All of this is creating a nice repository on Leofinance and Hive of financial, investing, and cryptocurrency information.
https://3speak.tv/watch?v=taskmaster4450le/dbxdezwo
The Inflation Reduction Act is now paying battery producers for US domestic production. Tesla aims to take advantage of this by moving its equipment from Germany to the US. This is a big move that is going to amount to a lot of profit for the company.
In this video I discuss how the average for each vehicle is around $2,0000. As the manufacturer of the batteries, this is going to add up to a lot of money the USG is going to hand Tesla.
https://3speak.tv/watch?v=taskmaster4450le/fxdzvoqs
Can Tesla get to 50% profit margin in the next few years? This seems outlandish for the automobile industry. Actually, what Tesla is doing is already crazy.
In this video I discuss the details of Tesla's profit margins and how they can absolutely explode over the next few years. The fixed costs associated with the plants are now in place. As they ramp up production, that will drop, on a per unit basis, a huge amount.
https://3speak.tv/watch?v=taskmaster4450le/bxqlarbh
CEO Jim Farley notified that dealers will have to decide by Oct. 31 whether they want to be a part of the EV network going forward. If they do, they commit to investing between $500K-$1M into their dealership.
In this video I discuss how we are seeing the impact of Musk and Tesla again. Farley is watching what Tesla is doing and trying to counter. This is something that the other legacy automakers are not doing.
https://3speak.tv/watch?v=taskmaster4450le/mzvkolzc
In 2018, the average cost per vehicle to Tesla was $86K. Now it stands at $36K, a drop of $50K in a little over 4 years.
This is one of the reasons why the company went from losing money each quarter to a growing profit.
In this video I discuss this along with my forecast of how much lower they are going to drop costs throughout the decade.
https://3speak.tv/watch?v=taskmaster4450le/nchrbvef
We saw a nother disappointing CPI for the United States. This is scaring markets since we know they are going to be very aggressive with the next interest rate increase.
In this video I discuss how we are likely seeing a peaking. The forward looking indicators are saying the Fed is backing up against the wall.
https://3speak.tv/watch?v=taskmaster4450le/wfsrmmbg
The German automobile industry is known all over the world. German engineering means something. For that reason, it is telling when Tesla moves into Germany and takes over.
In this video we review the August numbers for cars sales in Germany, specifically PEV.
https://3speak.tv/watch?v=taskmaster4450le/uuljfpqj
In this weekly update, we get everyone caught up to speed on what is taking place with LeoGlossary.
The areas of focus are:
- adding more terms to the database
- added depth to 7 terms that now are over 1,000 words (more wikipedia like)
- started to add financial data beginning with Tesla
- Increased the number of terms for SplinterGlossay (now approaching 200)
https://3speak.tv/watch?v=taskmaster4450le/emeuoxup
Tesla came out with an announcement that they are looking into the possibility of getting invovled in the refining of Lithium. This is an industry presently dominated by China.
In this video I discuss how Tesla views this as a supply chain issue and is seeking to correct it. They are scouting locations with the Gulf Coast of Texas being discussed.
https://3speak.tv/watch?v=taskmaster4450le/ohpuojer
Have you ever noticed how most people end up losing money when investing in real estate? This is going to be extended to the institutions that figured they could make money in real estate by making it a data driven decision.
In this video I discuss how real estate is always local. This means that looking at things on a broad scale does not give the nuances that is required to make money. We saw this with Zillow's failure in the home flipping industry. That was an epic failure. This is a story that keeps being repeated.
https://3speak.tv/watch?v=taskmaster4450le/aiidplfm
We got some real estate and the import/export data today for the United States.
In this video we go through the numbers and try to assess where things stand. It is another sign that things might be as optimistic as some are making it out to be.
https://3speak.tv/watch?v=taskmaster4450le/scsxjzra
We got some more PMI from the S&P and ISM. Both of these are telling us about the economy.
In this video I detail the numbers and how they apply to what we are seeing. Remember, a single reading, either good or bad, tells us little. We have to be mindful of the trend and what is taking place on a larger scale.
https://3speak.tv/watch?v=taskmaster4450le/bxzilqnw
We have a tremendous opportunity with cryptocurrency. We need to understand that and raise our limits. All of tend to fall into the habit of buying into limitation.
In this video I discuss how we should over come thie within ourselves. It is easy to sabotage ourselved by limiting the level that we can attain. With cryptocurrency, there is so many opportunities for something enormous that we should set our sites on taking full advantage of it.
https://3speak.tv/watch?v=taskmaster4450le/onnzlslu
Here is another weekly update pertaining to the progress of LeoGlossary.
We have over 1,300 terms and concepts defined. This is growing into a significant database.
In this video I discuss what was done over the last week and what we are going to focus upon in the week ahead.
You can help out by using the links in your posts and comments on Leofinance.
https://3speak.tv/watch?v=taskmaster4450le/pqezbigl
Tesla set a record in the month of August for most cars sold out of its Shanghai factory. The number was 77K, surpassing the previous market of 71K.
In this video I discuss how this was done with some headwinds, like supply disruption along with still ramping after updates made last month. We will see how this bodes for the rest of the year.
https://3speak.tv/watch?v=taskmaster4450le/fshwlidd
We got the numbers for the US non-farm payroll report. Some might say this is a good report. I say it shows the trend.
In this video I discuss how we are seeing a loosening of conditions, even though the numbers were not down. What is downwards is the trend we are seeing taking place.
https://3speak.tv/watch?v=taskmaster4450le/fyfbuwdp
This is a question that is important for success. When it comes to financial matters, how often do we let fear dictate the actions we take (or worse, do not take).
In this video I discuss how we are bombarded with negativity which feeds into our fears even more. This is a habit we need to break.
It is important to be aware of the risks and not walk around withour heads in the sand. That said, we cannot allow fear to take over.
https://3speak.tv/watch?v=taskmaster4450le/nghrotwb
We see a lot of people online, especially YouTube, who espouse their views about everything frmo crypto to real estate. The problem is these people often are all over the place.
Of course, it is not relegated to just YouTube. People like Peter Schiff has been wrong for more than a decade yet keeps espousing how gold is going to $5,000. He started this rant, as far as I know, back in 2011.
In this video I discuss how markets move in cycles and we need to be mindful of that. Also, markets act in different ways. Real estate is not going to be have like cryptocurrency.
https://3speak.tv/watch?v=taskmaster4450le/uvxithmf
We got more data out about the US economy. While some like to point to useless metrics that is saying things are good, the reality is more bad news.
In this video I discuss how the real estate numbers were poor. This is no surprise. The challenge is we are dealing with a situation where it indirectly affects 25%-30% of the economy. We also see the JOLTS come out with more job openings. The question is what level are they at?
https://3speak.tv/watch?v=taskmaster4450le/xztsjcaj
We see the same end of the world people at it. Skimming headlines, we see that everything is going to crash.
In this video I discuss how we have to keep a sound head about things. There are going to be headwinds for both the economy and markets. However, to paint it all with a big brush is not healthy (and ends up wrong).
https://3speak.tv/watch?v=taskmaster4450le/syldbdsq
It is time to update everyone on Leoglossary.
In this video I discuss how the main menu page was changed a table set up with a page for each letter of the alphabet. This is where the associated terms are located and all will be posted there. We are also filling in more of the links.
Let us know in the comments what you think of the progress.
https://3speak.tv/watch?v=taskmaster4450le/cnkisfwa
Are we seeing the end of the car dealership? There are signs that we are in the early stages of this transition.
In this video I discuss the two forces that are making this a reality. We are seeing a couple trends that, quite frankly, do not bode well for the long term viability for the traditional automobile dealership.
https://3speak.tv/watch?v=taskmaster4450le/ubkpzaby
Tesla is a lot more than a car company. This is something that many bears take exception to.
In this video I discuss how Tesla is emarking upon areas that, long term, will make it very valuable. This is not fiancial advice but their lead in Ai is truly lapping much of the field. They are also going after many industries, each with a larger Total Addressable Markets (TAM).
The automobile industry is only about 10% of the energy market, which is a fraction of the labor market.
https://3speak.tv/watch?v=taskmaster4450le/nxujrstz
We are seeing progress with LeoThreads. This is a relatively new feature to Hive yet it is starting to gain some traction.
In this video I discuss some recent news that the POSH token will start supporting the sharing of Hive based articles on LeoThreads. This is a big step forward in terms of incentivizing the use of this feature.
Hopefully other front ends will start to pick up on it.
https://3speak.tv/watch?v=taskmaster4450le/lwdmbmfe
We are seeing an interesting experiment taking place. Which is going to be better, CUB or POLYCUB?
In this video we discuss what is going on with both projects and the difference in tokenomics. Over the next few months, we are going to see which one works out better for token holders.
Which do you think will come out ahead? Let us know in the comment section.
https://3speak.tv/watch?v=taskmaster4450le/almktegf
We got the latest numbers out of the Richmond Fed and it is ugly. The composite and manufacturing were down.
In this video we discuss what took place there along with the S&P Global PMI survey. Things are not any better on the global stage.
https://3speak.tv/watch?v=taskmaster4450le/afgxppwn
The automobile industry has a credit issue and the paper is turn worthless. We are seeing a great deal of defaults along with people falling further behind. Repo rates are accelerating.
In this video I discuss how the indicators in the automotice industry regarding the paper and how this is going to crash things. It will only get worse as the next few months unfold.
https://3speak.tv/watch?v=taskmaster4450le/icmiarwj
We are progressing along with the LeoGlossary project.
In this video I discuss how we are now over 1100 words defined and linked. Also, there was a new feature this week added called Top Ten which is a Top Ten list about different things. Hopefully this will grow into something interesting along with being appealing to the search engines.
Here is the link mentioned in the video:
How to use leoglossary
https://3speak.tv/watch?v=taskmaster4450le/qbruraio
Many in cryptocurrency believe that fixed money is a good thing. This is not the case. In fact, since the Great Financial Crisis, we are in a deflationary monetary environment with the USD.
In this video I discuss how, without money, expansion does not take place. This burden then falls on the workers and lower rungs of society who are unable to adjust to the lack of growth. After all, what do companies do when things get tight (or they file for bankruptcy)? Lay off workers is one of the first things.
https://3speak.tv/watch?v=taskmaster4450le/rqmbrijn
Scan YouTube or Twitter and you see many espousing how bad thigns are going to get. The usual doom and gloomers are out there, now being joined by a host of others.
In this video I discuss how to deal with this. While sticking out head in the sand while acting like nothing is wrong is not the answer, we also have to maintain some perspective. For this reason, we delve itno some practical ideas of how to handle this.
https://3speak.tv/watch?v=taskmaster4450le/yflkfvwr
Is Elon Musk onto something?
He certainly does have a grand vision. His idea of the Tesla bot is attacking the largest industry there is: labor.
In this video I discuss an interview Musk did with a Chinese media agency. In it, he laid out how his companies are working toward a expansive vision of the future.
Could this make an impact over the next couple decades, especially with the humanoid? We will see.
https://3speak.tv/watch?v=taskmaster4450le/aewrectq
We got the weekly mortgage applications along with the monthly retail sales. Both are not suggesting a strong economy.
In this video I delve into what came out and how this is affecting things.
https://3speak.tv/watch?v=taskmaster4450le/wvlsuuhi
The Fed is heading down the wrong path in my view. I havent kept this a secret. This falls on the feet Powell since he is the Chair.
In this video I discuss why I wanted him renominated even though he is doing an atrocious job.
https://3speak.tv/watch?v=taskmaster4450le/upgimqyb
Many have illusions and romanticize the gold standard. As I said before, it was total mythology.
In this video I discuss how there were other forms of money being used which made the backing of the USD with gold as non-material.
https://3speak.tv/watch?v=taskmaster4450le/blziknal
We completed another week of work on LeoGlossary. A few more Glossaries are filling in.
In this video we talk about SplinterGlossary along with BankGlossary. Both added over 350 terms to the database.
https://3speak.tv/watch?v=taskmaster4450le/poncfhdt
The House of the US Congress passed a bill that will give a $7,500 credit for EV purchase. This is happening when production cannot keep up with demand.
In this video I discuss how Tesla is backordered to the point they are now not taking any new orders for the Model 3 LR. This is how far out their demand is.
We can expect price increases due to this down the road. So much for bringing down inflation.
https://3speak.tv/watch?v=taskmaster4450le/qpjqrtot
The University of Michigan Customer Sentiment survey was released. This is the first report for the month of August.
In this video I discuss the numbers and how it could be the White House is supported in its optimism.
https://3speak.tv/watch?v=taskmaster4450le/oeqpaoai
We hear about all the jobs that are being created. The last jobs report, which valids the Fed tightening (at least in their minds), showed an increase of over 500K.
In this video I discuss how this is misleading. While there was a net job gain, it is mostly at the lower end. This is more than being offset, in economic value, by the layoffs that starts on Wall Street and within many corporations.
https://3speak.tv/watch?v=taskmaster4450le/zrecacln
This did not come as a great surprise to those who watch this channel. Energy costs were down for the month of July as oil prices dropped.
In this video we dig into the numbers to determine if what we forecast at the beginning of the year is starting to take shape.
https://3speak.tv/watch?v=taskmaster4450le/hyupwrwp
Cryptocurrency is a certain threat to banking. In fact, we have done a good job building out the infrastructure to compete with the depository banks.
In this video I discuss where the two industries stand and how far the gap is. With depository banks, we are there. What is next up, and a far bigger challenge, is the investment banks.
https://3speak.tv/watch?v=taskmaster4450le/qipvcyrz
The Fed manages nothing but expectations. If it was a commercial organization, all would be arrested for market manipulation.
In this video I discuss how the Fed doesnt move interest rate nor do they do money. In fact, the Fed doesn't even know what money is.
https://3speak.tv/watch?v=taskmaster4450le/kanwyypb
It was another good week for LeoGlossary. The number of terms (pages) just keeps growing.
In this video I talk about SplinterGlossary and BankGlossary, both of which will cross 100 this coming week. We are over 700 terms in total with more added each day.
Check the video out to see what we are doing with lists and how things ar progressing.
https://3speak.tv/watch?v=taskmaster4450le/xpqgzodk
The Fed versus the $120 trillion bond market.
Those are the participants.
In this video I discuss how the strong jobs report is going to lead the Fed to shoot itself in the foot. Any reversal is now delayed with a rate hike likely in September. This is going to lead to a very hard landing.
https://3speak.tv/watch?v=taskmaster4450le/keymsbhx
This is a crude way of framing it but I think it really drives home the point.
Web 3.0 is a tremendous opportunity for people, The question is how many are taking advantage of it? Instead of diving in, the largest segment seem to want to complain, find fault, and critique. They are full of excuses.
In this video I discuss how Web 3.0 weeds this out. Quite simply, with all that is going on, if one does not take advantage of it, who is at fault? The hosts are the ones doing it, the movers and shakers. The parasites, well they are the ones who are not.
https://3speak.tv/watch?v=taskmaster4450le/eezdyzja
The beta of LeoThreads was released. There are some hiccups that the team is working upon. Basically LeoInfra is being crushed with pull requests. That means time to scale.
in this video I discuss how we are seeing the numbers jump. This is the power of microblogging. People are going to realize how easy it is and what level of engagement we can see.
Things are starting to come together. This is a game changer on Hive.
https://3speak.tv/watch?v=taskmaster4450le/rirsuzqq
In this video I discuss how so many built their economic and monetary frameowrk on mythology and lies.
I had the opportunity to watch one have his complete framework disassembled yet he cannot let it go. To his credit he is trying but the ideology comes through. It is like he was proven that god does not exist yet still cant let go of his religion (as an example). This is how powerful beliefs are.
For 30 years, I heard how the USD is going to crash and the Fed money printing is going to lead to massive inflation. This is why gold and, eventually bitcoin, had to be bought, The Church of Peter Schiff is now shown to be what it is. We see 40 year highs in the CPI yet not only did gold not explode (we wont even mention Bitcoin), it is more than $300 off its highs.
As for the USD, near 20 year highs.
What gives? The ideology that is what gives.
https://3speak.tv/watch?v=taskmaster4450le/hbjkydmo
Remember when people pointed to the JOLTS report as an indication of the labor market being so strong. We now have the June (not July) numbers out and they were down again.
https://tradingeconomics.com/united-states/job-offers
In this video I discuss how we can clearly see the trend. For those who buy these numbers as absolutes (I dont) then it is a bad sign. We saw a10% decline since the peak in March with half of that coming in June alone.
Anyone think the numbers for July will show a larger decline?
https://3speak.tv/watch?v=taskmaster4450le/fbbatfkl
The ISM numbers came in for manufacturing and it is bad. What is most concerning is the new orders, which were down again. Obviously, this has impact upon how companies operate proceeding forward.
In this video we discuss how the numbers are starting to reflect what we talked about months ago. When looking at leading indicators, we see the true path revealed.
https://3speak.tv/watch?v=taskmaster4450le/fewnxnnb
Things are progressing along with LeoGlossary. The database we are building on Hive is filling up. The SplinterGlossary is doing well with @gadrian really settling in.
In this video I discuss some of the changes we made this week, mostly pertaining to the formation of lists. This helps the information flow better and people to better isolate what they are seeking. Over the next week, we will continue along this path while adding more depth.
https://3speak.tv/watch?v=taskmaster4450le/vctoxyaq
Most believe the Fed controls interest rates. After all, that is what is plastered all over the financial media.
In this video I will explain how the market is what takes care of it. Right now, in spite of a 75 basis point raise this week, the bond and mortgage market about both calling the Fed out.
Link to the Bankrate information:
https://www.bankrate.com/mortgages/mortgage-rates/
https://3speak.tv/watch?v=taskmaster4450le/xjzemttw
The markets are taking an interesting stance regarding the news of the last couple days. Why is this?
In this video we disucss the change in Powell's stance which is not being touted by the financial media. This is giving the market a new outlook on things.
https://3speak.tv/watch?v=taskmaster4450le/ttfyelrw
The numbers came in this morning for US GDP and it wasnt pretty. Down .9%, QoQ meaning this is the second negative quarter in a row.
In this video I discuss how we predicted this. We also have to understand, this is the positive for the year. The second half of the year is likely to be much worse.
https://3speak.tv/watch?v=taskmaster4450le/ppxbelmg
It looks like the real estate market is peaking. This is going to usher in a new era that many might not be ready for.
In this video I discuss the demographics of the US and how this affects the potential for real estate long term.
Here is an article that talks about:
[The Globalization of Real Estate}(https://leofinance.io/@taskmaster4450le/the-layout-for-the-globalization-of-real-estate)
Another factor in the long term trends of real estate.
https://3speak.tv/watch?v=taskmaster4450le/vinrcqqj
Walmart reported its numbers for the Q2. This is starting to be a trend. The main issue is that consumers are spending more on their basics, meaning things like consumer electronics, clothing and furniture are not being purchased. We see the inventory levels adding up necessitating aggressive discounting on the price.
In this video we discuss how this is all part of a larger picture that is forming. For this reason, we have to be cautious with the economic outlook.
https://3speak.tv/watch?v=taskmaster4450le/uncumyzn
This is becoming a trend. The latest report out of the Dallas Fed regarding manufacturing in the state gave no reason for optimism.
In this video I talk about the numbers and how bad they really are. They are rivaling May of 2020.
This chart tells it all.
https://tradingeconomics.com/united-states/dallas-fed-manufacturing-index
https://3speak.tv/watch?v=taskmaster4450le/ujedpzhz
The LeoGlossary project is moving ahead.
@gadrian is consitently filling in the terms on SplinterGlossary. We are at around 37 which means we will be near 60 in a week.
As for the Main Menu, it is over 400 terms. Now it is time to start doing some site mapping and getting better information flow. This will be the focus for the upcoming week.
We are going to start building lists to help with the relationship of the information and how it is linked. This is obviously only going to happen within LeoGlossary since we cannot map the entire site.
https://3speak.tv/watch?v=taskmaster4450le/zblmyuez
Twice before the ECB raised rated to combat inflation. Both times, the move down was in. Once again, the ECB joined the party, raising rates this week. However, like the previous times, they are joining a collapsing bridge.
In this video I discuss how the ECB did this in July 2008, in between Bear Stearns and Lehman. Not exactly the time to start tightening as it turned out.
https://3speak.tv/watch?v=taskmaster4450le/kcsdskwl
On this channel I try to convey metrics that are useful for real world, macro analysis. Instead of listen to the propaganda on CNBC or Bloomberg, we are able to draw conclusions long before they happen. Then it is a matter of waiting the time for the data to confirm what we mentioned.
Today, we get the S&P Global PMI numbers and they are not good. This is a trend that is very concerning. I go through this in the video.
Here are the results that were discussed in the video:
https://tradingeconomics.com/united-states/manufacturing-pmi
https://tradingeconomics.com/united-states/services-pmi
https://tradingeconomics.com/united-states/composite-pmi
https://3speak.tv/watch?v=taskmaster4450le/ifpzulzl
This might be an overstatement but the sentiment is building.
We got the Philly Fed manufacturing numbers in and they are not good.
In this video I discuss how things are not looking promising for the economy. We have unemployment numbers creeping up and the Philly Fed shows a horrific print on the new orders. This does not bode well for the second half of the year.
https://3speak.tv/watch?v=taskmaster4450le/jiwyfswc
We see a lot of people touting the idea of buying the dip with markets so low. Warren Buffett says to buy when there is blood in the street, even if it is yours.
In this video I discuss where this might be a problem. BTD works well until it doesnt work. While markets fell a great deal, are they done? This is the question we each have to answer.
https://3speak.tv/watch?v=taskmaster4450le/thcibrfh
We are seeing a lot of money flowing into the United States. The most recent evidence of this is the monthly data from Treasury relating to the sale of bonds. We have a $100 billion inflow of capital from international buying.
This is a trend that started last year and was magnified with the increeased prices.
https://3speak.tv/watch?v=taskmaster4450le/mxfxtqhh
We have been focusing a bit upon LeoGlossary of late. This is done with the intent of getting Leofinance articles ranking as much as possible.
In this video I give a quick update on last nights update. We are moving ahead with the addition to Splinterlands to the glossary and now are looking at adding something else. This project is scalable so it can have an exciting future.
https://3speak.tv/watch?v=taskmaster4450le/rxvkhjyz
I made the mistake of listening to another economist. When am I going to learn?
in this video I touch upon how a misunderstanding in something simple can radically alter one's entire outlook on things. This is something that I try to help people to avoid.
https://3speak.tv/watch?v=taskmaster4450le/lcfepgml
There is an initiative to motivate people to power up (stake) their LEO. This is a very important initiative since it puts the focus upon the importance of having influence over the platform.
A powerful ecosystem is one where the tokens are distributed far and wide. That means, the more accounts that are focusing upon growing their Leo Power, the better it is for the entire community.
The question is how much did you power up today?
Let us know in the comment section.
https://3speak.tv/watch?v=taskmaster4450le/sclwrjhf
Inflation. It is the talk all over the place and for good reason. Another lousy CPI print.
In this video I dsicuss how things are starting to crack and why we will not see a 1970s style stagflation.
https://3speak.tv/watch?v=taskmaster4450le/obqxbxgg
Don't be ridiculous.
Yes the headline number is bad and it is mostly due to food and energy. It is hard to get around that.
In this video I discuss how we are starting to see things play out. For 3 months, the print excluding those declined. That means the rest of the economy is getting hit.
https://3speak.tv/watch?v=taskmaster4450le/jwrsxguw
We have talked about this since December. The bond market is not buying what the Fed is selling.
Over the past half year, the long end of the curve basically told us that inflation and growth expectations going forward were not there.
In this video I discuss how the yield curve is getting worse. I include some quick pointers in regards to reading it since it is more art than science.
https://3speak.tv/watch?v=taskmaster4450le/pqgxxrig
Have you seen what has happened with indstrucial metals? They are in the process of having a serious pullback. This is a warning sign.
In this video I dsicuss how the events in the commodities market is telling up that something is amiss with the mainstream narrative.
https://3speak.tv/watch?v=taskmaster4450le/boocjawm
When it comes to search engine rankings, links are still very important. This is the concept behind LeoGlossary. It is providing an easy way for people to create links within their articles and comments.
In this video I give a quick update as to where things stand and where the present focus is taking us.
https://3speak.tv/watch?v=taskmaster4450le/xlwcbegc
We are dealing with the erosion of the nation-state. Tyranny is running wild yet they really have no control over the digital world. Simply, governments werent designed to deal with it.
In this video I discuss how we are seeing the beginniings of the decentralized network state. With Hive, the borehole project is showing the difference we can make and how things such as infrastrucure can be taken over by these systems.
https://3speak.tv/watch?v=taskmaster4450le/abilosvh
Hive has a lot to offer. However, when we strip the blockchain does, what is it really offering?
In this video I discuss how the decentrailzed immutable database is very powerful. For this reason, we can see a couple projects that are utilizing it well.
https://3speak.tv/watch?v=taskmaster4450le/igchosvl
What makes sites like Wikipedia and Investopedia front page stuff on the search engines?
This is something that is overlooked by many in the question to get a site like Leofinance ranking. For this reason, I undertook the LeoGlossary project in an effort to get Leofinance.io a better ranking. The main idea is to develop a list of terms related to crypto and finance that can position Leofinance as "expert" according to Google.
It is a process that will have to be enhanced by the Leo community by grabbing some of these terms when writing an article or commenting and linking them back. This video is a short update of where things stand.
Here is the link to the main menu. Be sure to bookmark the page as new terms are going to be added daily.
https://leofinance.io/@leoglossary/leoglossary-main-menu
https://3speak.tv/watch?v=taskmaster4450le/ozhpvqgu
It is amazing how people like to believe (and spread) false narratives.
With cryptocurrency, especially Bitcoin, what we were told to be the case proved to be completely false. The reason many people go into cryptocurrency was based upon lies and untruths.
In this video I go through the two main narratives about cryptocurrency that were shown to be completely false. Here is where we see a monetary and financial model based upon these views is akin to buiding a house on quicksand.
https://3speak.tv/watch?v=taskmaster4450le/ggixltjd
We have been warning about this. While everyone was talking about inflation, the real peril is the whipsaw to deflation. This might be starting.
In this video we discuss how we use forward looking indicators like inventory to forecast what is going to happen. Since we started this in Decemeber, we came across many of the retailed announcing huge spikes in inventory on their last quaterly call (told you so?). For the past few months we highlighted some of the weakness in the commodities markets. We saw copper break down from its highs. Today, the markets are off big with gold, something else we mentioned, breaking out of its channel...to the low side.
All of this is shaping up to be an extreme warning for deflation. Of course, Powell and the Fed is going to keep raising since they are only looking at the Phillip's Curve as their sign of what is taking place.
https://3speak.tv/watch?v=taskmaster4450le/vzcvjcsw
My forecast is the second half of 2022 is going to be a tough time for Jerome Powell and the Fed. Right now, I feel it absurd to be tightening when recession is looming (if not here already).
In this video I discuss how we are seeing a mirror of 2018 when the Fed decided to tighten, only to have to reverse course very quickly. This really is not going to look good by year end.
https://3speak.tv/watch?v=taskmaster4450le/efvqslol
It is tough to go through bear markets. The same is true for economic downturns. There are real world consequences, namely people loss their jobs and also money. So this is not taken lightly.
In this video we discuss how that, in spite of the pain, this is good for the overall health of both the economy and markets. We need the cleansing period to clear out that which is swallowing up resources yet not adding overall value. In the economy, these rea known as zombie companies.
So while the bear can be tough, especially right now, the cryptocurrency industry will be better served. We need to get rid of the excess that is not very strong to begin with.
https://3speak.tv/watch?v=taskmaster4450le/ejhfxiit
Tesla released their second quarter delivery numbers. As expected, they were down from the previous quarter although up over Q2 of 2021.
In this video I discuss how the Shanghai shutdown killed their production along with their issues in ramping up their two new factories.
Here is the article referred to in the video:
https://www.msn.com/en-us/money/topstocks/tesla-q2-deliveries-slump-to-254695-as-shanghai-shutdown-supply-chain-snarls-take-toll/ar-AAZ7pGt?fromMaestro=true
https://3speak.tv/watch?v=taskmaster4450le/slwblhan
Teaching economists about money is like teaching a 5 year old about astrophysicts.
In this video I iduscss how economists have no understanding of money or the monetary system. Because of that, it is impossible for them to know what moey is, someting Alan Greenspan admitted 20+ years ago.
Thus, if you are listneing to economists like they know what is going on, you will lost money. There are fundemental reasons why they are usually wrong...about everything.
https://3speak.tv/watch?v=taskmaster4450le/qpsqfbbk
All real estate is local.
This is an important point to remember. Also, we have to keep in mind that real estate markets do not operate like equities. For this reason, quick and sharp reversals are not common. We tend to see a topping then a bleed, in specific areas before spreading.
In this video I discuss how we are starting to see signs in some areas but not across the board. It is still early but it is something to be mindful of.
https://3speak.tv/watch?v=taskmaster4450le/dcvsrjjo
We are now seeing what we talked about for the last year. How did we know what was going to unfold?
In this video we cover how the world's largest economy is overflowing with products. The entire supply chain is backlogged with inventory. This means that prices of these goods is going to drop like a rock. Of course, this will reverse at some time since the manufacturing sector is shutting down.
https://3speak.tv/watch?v=taskmaster4450le/xpacucqw
The hits just keep on coming and not in a good way.
Today we get both the Richmond Fed manufacturing index along with the Dallas Fed's services index. Both were rather bad.
In this video I go through how this is on the economy and the future impact on it. We are seeing a lot of forward indications that things are not going so well.
Here are the links to the data;
https://tradingeconomics.com/united-states/richmond-fed-manufacturing-index
https://tradingeconomics.com/united-states/dallas-fed-services-index
https://3speak.tv/watch?v=taskmaster4450le/opjctdbi
We got the latest numbers from the Dallas Fed. The numbers were not good.
Here is the information used in the video:
https://tradingeconomics.com/united-states/dallas-fed-manufacturing-index
The Dallas Fed covers the oil market which, if there is an industry on fire, it is energy, yet the numbers are down. For two months, the manufacturing metrics are negtaive.
This is something we discussed back in the 4th quarter. While everyone was focusing upon inflation, a trailing indicator, we were looking ahead. The inventory story is hard to miss when you understand how it echoes throughout the economy.
https://3speak.tv/watch?v=taskmaster4450le/hcojsgwo
Bear markets can be tough to take. Many get upset or frustrated over them. Nobody likes bear markets yet some are conditioned to handle them.
In this video I discuss some ideas regarding the bear market along with how to be mentally tough through them.
https://3speak.tv/watch?v=taskmaster4450le/ytjznmaf
This is a topic that I am going to be writing about in upcoming articles. What it is in a new metric which to "price" things in.
In this video I give an introduction to the concept and a quick example of how this works. Here we are establihsing a means to analyze anything over different time periods (decades or centuries) from anywhere in the world.
https://3speak.tv/watch?v=taskmaster4450le/fwylyhdj
All the attention is on inflation. Fed Chair Powell was in front of Congress this week explaining what the Fed is going to do to bring it under control.
In this video I discuss how the Fed's sole focus is on the Phillip's Curve, a model that is long shown to be inaccurate. For that reason, we are not going to see a soft landing. The challenge is the Fed, in an effort to curb inflation, is risking an increase in deflauts. This is going to really stymie the economy.
Hence, by the Sept meeting, my forecast is the Fed is reversing course with their hawkish stance.
https://3speak.tv/watch?v=taskmaster4450le/bguppupx
This is an important concept for us in cryptocurrency. We often talk about making money and "mooning". Certainly, we are entering the Age of Abundance due to many technologies including cryptocurrency.
In this video I discuss how importance or meaning is vital. If money is no longer scarece, but time is, where does the value lie?
Let us know in the comment section below.
https://3speak.tv/watch?v=taskmaster4450le/rxpcvbrw
This is an interesting story that reflects upon a few things:
- The state of automobile manufacturing in the US
- The Biden Administration's agenda
- The hypcorisy of Mary Barra and General Motors
In this video I discuss the top 10 most American made cars sold and where GM fits on the list.
Here is the article dicussed in the video.
https://www.marketwatch.com/articles/tesla-american-made-cars-51655897123?mod=mw_quote_news
https://3speak.tv/watch?v=taskmaster4450le/dqntumzk
The Phillips Curve is being watched by the Fed and this is what is primarily pushing their decisions. For those unaware, the Phillips curve is a model using the rate in change in unemployment and inflation (actually wages to be fully accurate although I think the Fed is focusing upon PCE instead of just wage growth).
In this video I dicuss how this model uses two flawed metrics to come up wtih some pretty useless conclusions. Keep in mind, this is what the Fed is basing their decisions upon.
https://3speak.tv/watch?v=taskmaster4450le/whmscmpy
There is plenty of money to be made in the markets. This is what a great deal of the allure resides. If that is the case, how come most do not make money in the markets?
In this video I discuss how the retail money is always the last in and out. It seems that is always fall on the wrong side of the market moves. For this reason, to make money, we should do the opposite of what the masses do.
https://3speak.tv/watch?v=taskmaster4450le/nhxajjof
We saw the Fed issue a historic increase in the Fed Fund rate this week. It sent rates up 75 basis points. Unfortunately, we are seeing a reverse effect.
In this video we look at the 4 week TBill, which is going for more than 50 basis points below IOER and Reverse Repo. How can that be? Why would a bank pay more money to get a smaller return?
The answer is contained in the video.
https://3speak.tv/watch?v=taskmaster4450le/tthuaxcq
This is a topic of confusion, at least among the YouTube crowd. Many people are mixing the two up. The reality is the CBDC for the USD is not coming in the next year.
In this video I discuss what FedNow and how it works. We also delve upon how the system is going to change after it is updated in 2023.
https://3speak.tv/watch?v=taskmaster4450le/fxxzivlq
Justin Sub sprug USDD on the world. His new stablecoin was going to have the highest interest rate to coax people into using it.
In this video I idiscuss how he did what everone is: not building value which leads resiliency.
https://3speak.tv/watch?v=taskmaster4450le/figicfbe
We saw the Fed raise the Fed Fund Rate 75 basis points. This is the 3rd time they raised this year. Nevertheless, all is not rosy.
In this video I discuss how the economy is not on stable footing to begin with. There is a good case to be made that shows the economy is falling as the Fed is raising rates. What this means, this is not going to end well.
https://3speak.tv/watch?v=taskmaster4450le/vacgmnab
Gold use to be a premium store of value. That is now coming into question as the world changes. Due to the emergence of the digital world, does it make sense that the primary store of vlaue is physical?
In this video we go beyond that and cover some of the challenges with gold. The fact that countries are cracking down on movement with large sums of value is a problem.
https://3speak.tv/watch?v=taskmaster4450le/kryntdar
There are going to be failures. This is true with any industry. At the sam etime, markets will do what they do.
In this video I want to discuss how important it is NOT to fall prey to having your outlook of the industry based upon either what the markets do or what fails. This is all part of the process.
After all, the early days of the Internet not only saw the dot com bubble but also its share of failures. Yet, the entire time, the progress of the Internet proceeded fowrard.
https://3speak.tv/watch?v=taskmaster4450le/acjroxqb
How is the Fed the lender of last resort? What do they do to fulfill this role?
In this video I explain how the Repo market works, what primary dealers do, and how a transaction is structured to make sure liquidity is in there.
https://3speak.tv/watch?v=taskmaster4450le/tprjyiwe
Blockbuster Video was in business about 30 years before it entered bankruptcy. Nexflix was started in the late 1990s and is now encountering serious challenges. It would surprise nobody if it went out of business within the next 5 years.
In this video I discuss how people are seeing smaller windows where success is maintained. Companies can ascend very quickly due to network effects. However, the fall can be equally as quick.
https://3speak.tv/watch?v=taskmaster4450le/prkogzoi
Most people look at interest rates backwards. They believe cheaper interest rates leads to more lending. Hence the notion that higher interest rates lead to economic pullback.
In this video I discuss how it is the prospects of the economy which determine whether borrowing is undertaken. The key is whether a return is available. If one is going to make75%, then a 25% rate is a done deal. If however, there is no money to be made, a 1% loan is too expensive.
https://3speak.tv/watch?v=taskmaster4450le/cqtzqtjj
The CPI came out with an 8.7% print. This is still at the 40 year highs which has causing major havoc with household budgets.
In this video I discuss how the persistance of this only makes the landing that much harder. There is no way we get a "soft" landing. The economy has little choice but to crash as wages are lagging, causing different sectors of the economy to tank.
https://3speak.tv/watch?v=taskmaster4450le/ejnesitq
The board has agreed to provide Elon Musk with some internal information regarding the percentage of bots on the platform. This is a major issue for Musk who claims the public filings in this area underrepresent how much activity on Twitter is really bots.
In this video I discuss what is now taking place along with my forecast of how all of this will unfold.
I would also like your feedback. Do you think Musk will end up walking from Twitter or he will end up closing the deal? What are your thoughts?
https://3speak.tv/watch?v=taskmaster4450le/rwujvvkb
The subject of AI brings out two camps: one that believes it will bring utopia to society or those who feel that all will be dystopian. The reality is neither is correct.
In this video we discuss how AGI does not appear to be in our future for at least decades. That said, there will be a massive paradigm shift in business due to what we are creating. This will end up affecting labor, manufacturing, and real estate.
https://3speak.tv/watch?v=taskmaster4450le/htavqkxf
Why are so many getting the inflation conversation wrong? How can I say this at this time? After all, the CPI, PPI, and CPE are through the roof. The reason is because that is what the forward looking indicators are telling us.
In this video I discuss how so many look at inflation and unemployment, not realizing they are trailing indicators. For more than 6 months I warned about the inventory problem that was building. Today, Target lays a bombshell that they are having to readjust due to the fact they are going to have to discount prices to get rid of excess inventory.
Suddenly inflationary turns deflationary. This is something that is going to spread throughout the economy. Supply chains are starting to look the oppsite of what they did for 2020 and much of 2021.
https://3speak.tv/watch?v=taskmaster4450le/amvskdix
Many believe that a debt based monetary system is guaranteed to lead to defaults. The logic, which is valid, is that not enough money exists to pay back the money created plus the interest.
In this video I discuss how this is not the case. The flaw in the logic is the presumption there would be 100% success to begin with. Defaults are going to happen since failure is a part of innovation and evolution. Companies are going to end up bankrupt for reasons other than the monetary system. The same is true for housing defaults. People fail to pay their mortgages for many reasons.
https://3speak.tv/watch?v=taskmaster4450le/poaxwkgs
There is a lot of chatter online about the leaked email from Elon Musk announcing the layoff of Tesla employees. Of course, the mainstream financial media misrepresents what the email said.
In this video I discuss how this is not an indicator of demand (which is still strong). Instead, we are seeing how there was some fat acquired in some areas as the company expanded over the last couple years. This is common. No staff that builds cars, batteries or installs solar panels is being laid off.
https://3speak.tv/watch?v=taskmaster4450le/cnmjseet
We have many discussing the idea of low interest rates equates to cheap money. This is certainly true. However, this does not mean there is access to this money.
In this video, I discuss why people's belief of cheap money on the economy is misguided. They are not accounting for the fact that a large segment of the business community does not have access to the money.
https://3speak.tv/watch?v=taskmaster4450le/xdnhcxmj
Many are forecasting that we are going to see economic headwinds. I think, in looking at some of the data, that this is a foregone conclusion. The question is how fast and deep this is. Either way, we will be looking at how this will affect cryptocurrency.
In this video I discuss how we have an opportunity in the long-term to remake the financial system. In the short term, however, from a market perspective, crypto is going to feel much of the same pain as everything else.
https://3speak.tv/watch?v=taskmaster4450le/leqjgctc
We see a lot of discussion of late about stablecoins. Whether algorithmic stablecoins is the answer remains to be seen. However, whatever the form they take on, it is crucial they be tied to the USD.
In this video I discuss how many misunderstand what gives the USD value and how it is basically too powerful to replace. There is organic value based upon use case. Plus, when we look at the totality of the global monetary system, we see how the biggest asset the USD has going for it is the unit of account.
https://3speak.tv/watch?v=taskmaster4450le/xqmbdrln
This is something that we heard about for years. Yet, in spite of the forecasts, these companies keep pushing forward. The reason this was possible is because of "Ponzi Debt" whereby these companies keep acquiring more debt to meet their ongoing expenses, including debt servicing.
In this video I discuss how interest rates and the upcoming economic headwinds are starting to make financing tighter. With the 30 year over 3%, many investors are going to start heading there as opposed to chasing yield via junk bonds. This is going to spread throughout the economy.
https://3speak.tv/watch?v=taskmaster4450le/bsxnctqp
Many seem to feel the answer is deflationary money. Unfortunately, these people do not realize that we are dealing with 15 years of this and the results are not positive.
In this video I discuss how US GDP is lagging by about $6 trillion behind the long term trends heading into the GFC. At the same time, the global economy is trailing by tens of trillions. This is a lot of wealth and productivity that is lost. We are now at the point where, when judging the shortfall, we are in a major depression.
https://3speak.tv/watch?v=taskmaster4450le/rppgjdab
We are at the cusp of another major change in the monetary system. This is the next phase in an evolutionary process that goes back hundreds of years.
In this video I discuss how blockchain and cryptocurrency is going to radically advance the monetary system. We are removing friction from the system. The last major monetary change caused more than a 100x in the amount of transactions processed. We could see a similar jump in this over the next few decades.
https://3speak.tv/watch?v=taskmaster4450le/eyvgvijo
Like many things, people seem to think that interest rates operate within a vacuum. Too many people believe economic and monetary matter are straigh-forward. They are not.
In this video I discuss how people will borrow at 20% if they can make money. By the same token, if they can't, 1% interest rates won't interest them.
https://3speak.tv/watch?v=taskmaster4450le/ehyipmjl
We often see changed in governments. New administrations are elected yet, it seems, nothing changes. Perhaps that is because we live in a world where the politicians come and go but the bureaucrats are entrenched for decades.
In this video I discuss how we have to use blockchain and cryptocurrency as the new foundation of the digital world. Through this, we can start to create new systems that make the old ones obsolete. At the same time, we also see how it makes these institutions redundant. That should be our overriding goal.
https://3speak.tv/watch?v=taskmaster4450le/ysnymcqw
We see many different types of cryptocurrency. Since the introduction of stablecoins, we started on the path towards a payment system. However, this differs from project tokens that are out there.
In this video I discuss how payment systems should focus upon a stablecoin such as HBD. When it comes to the speculation tokens, which are most, that is where the value of the project should target. Teams should do all they can to drive value there.
https://3speak.tv/watch?v=taskmaster4450le/bpyyfust
There is little doubt that the collapse of UST send shockwaves throughout the entire crypto industry. It is also giving a lot to those who are drooling to get their claws into this industry.
In this video I discuss how we, through greed, created this situation. The lack of focus upon building value, which is the ultimate in resiliency, is what is now biting us. The entire idea of building everything based upon get rich quick is being exposed. Now we will have the political establishment moving in and looking to "fix" things. History shows they will only screw it up even more.
https://3speak.tv/watch?v=taskmaster4450le/fmidvpej
We talked about this for the last 6 months. Now we are starting to see things coming into focus.
In this video I discuss how invetories continue to rise while China's economy (led by the real estate market) collapsed. We are also seeing the nonsense regarding the Fed to break as the markets reject what it is doing.
https://3speak.tv/watch?v=taskmaster4450le/rljumxvp
A lack of liuqidity is death. This is true whether we are looking at markets or the economy as a whole.
In this video I discuss how we are seeing a lack of liquidity starting to take hole. We also cover how to spot it and what gives it away.
https://3speak.tv/watch?v=taskmaster4450le/xcaekcfv
We have seen the standard of living for the developed world skyrocket over the last 150 years. When you think about it, even the lower rung of the economic ladder in a developed country lives better than the wealthy did in the 1800s.
In this video I discuss how innovation is what drives progress. Because of that, cryptocurrency, as an emerging technology, has the ability to take this to a much higher level. It has the potential to solve some of the massive monetary problems that are plaguing us.
https://3speak.tv/watch?v=taskmaster4450le/rrudalac
When we understand how the global monetary and banking system operates, we realize that what people focus upon, i.e. reserves, are not producing the results claimed. In fact, it is grossly misleading.
In this video I discuss how the USD along with collateral shortage is placing us in an environment of deflationary money. This is going to have huge economic impacts (I predict in the second half of the year). This is not surprising since a lack of money equates to economic contraction.
https://3speak.tv/watch?v=taskmaster4450le/vdnlilzc
The digital world is expanding rapidly. We are seeing the Internet becoming more powerful. This is resulting in a paradigm shift.
In this video I discuss how important technology is to our future. The digital world is eating more of society. We are now seeing another industry, finance (banking) facing massive disruption.
https://3speak.tv/watch?v=taskmaster4450le/rgristmv
We hear a lot of the concept of Bitcoin becoming legal tender. This is where people focus their attention since that is where their understanding of the monetary system stops.
In this video I discuss how the private bank money far eclipses the legal tender currencies and is really what cryptocurrency is after. We are not concerned with the USD as much as the Eurodollar system.
https://3speak.tv/watch?v=taskmaster4450le/ksjsilnw
@brainoflondon has made every Hive account into a Bitcoin Lightning wallet.
In this video I discuss some of the bigger picture of what is happening between the integration of Hive and Lightning. We are seeing the evolution to the point where transactions could be (if someone wanted) could be sent over Lightning to another Hive user.
Here is the article linked in the video:
https://leofinance.io/@brianoflondon/lightning-addresses-for-everyone-on-hive
https://3speak.tv/watch?v=taskmaster4450le/rbqapxsx
After watching the electric vehicle market for more than a decade, it is intereting to see a similar path being taken with cryptocurrency. This is a classic technology adoption path so it isnt a huge surprise.
In this video I disucss the track that EVs took. We are near a major accent in the growth curve. Cryptocurrency, specifically, is trailing a bit, being earlier on the path. However, we can see how the paths correlate to each other. This is very positive for cryptocurrency which looks like it will start its acent at a paster rate in the next 12-18 months.
https://3speak.tv/watch?v=taskmaster4450le/uggephav
In this video I discuss a question that was asked of me:
What topics are good to start comment conversations? Actually the answer lies in the fact that it is people more than conversation. I delve into this further in the video.
https://3speak.tv/watch?v=taskmaster4450le/rjrkszid
How many project teams start out with the question of building something that is resilient? Do you think this is at the top of most lists? Is it something that is an ongoing part of all discussions?
In this video I discuss how it is evident the quick ride of UST/LUNA was due to the fact that nobody gave any consideration to resiliency. We see this throughout crypto. Instead of focusing upon something long standing, the idea is how much money can we make. While there is nothing wrong with making a boatload of money, long term thinking in terms of resiliency should be a part of it.
Unfortunately, it appears the crypto world is not majoring in this. The Terra deal is not going to be the last situation like this.
https://3speak.tv/watch?v=taskmaster4450le/hdrrdbgj
We see a lot of monkeying around within cryptocurrency. People play with the tokenomics as a way to push the price of thigns up.
In this video I discuss how something that is basically absent from cryptocurrency and that is building value. This is done by applying basic business building principles which seems to be the minority of projects.
https://3speak.tv/watch?v=taskmaster4450le/sxufasve
What does this all mean?
Many feel the path is only up. However, as we know everything turns around at some point. The same will be true for the price increases.
In this video we delve into the latest CPI report to see how things are looking. It is still awful out there yet some signs of cracking are taking place. Remember, inflation is a trailing indicator. Also, we detail how things do not go from inflationary to deflationary. There is a process and places we can monitor to see how things are going.
Here is the report:
https://www.bls.gov/news.release/pdf/cpi.pdf
https://3speak.tv/watch?v=taskmaster4450le/xpydecfs
Cryptocurrency is not a safe haven. The market made this point very clear. Too many people want to promote it, especially Bitcoin, as being a store of value. The market has said, up to this point, it is not.
In this video I discuss the characteristics of how cryptocurrency trades and how we need to think about this. When we understand that, we can better approach what is taking place.
https://3speak.tv/watch?v=taskmaster4450le/cwsvocbc
We are seeing some options surrpounding HBD. This is Hive's entry into the fixed income market.
In this video I discuss how the fixed income market is vital especially in times of market collapse. This is leading many to embrace the idea of transforming crypto from purely a speculative asset to one where we are seeing people look for yield.
https://3speak.tv/watch?v=taskmaster4450le/lodtujsp
DAOs are getting some attention these days. However, since it is new, it seems we need a warning. It is very dangerous now with a lot of stuff that will mirror the ICO craze and the early days of DeFi. For this reason, people should be careful.
In this video I discuss how DAOs are going to replace the corporation as the main business entity and will be a foundation for what ultimately becomes the Metaverse.
https://3speak.tv/watch?v=taskmaster4450le/gogpujci
Justin Sun entered the stablecoin race with a lot of publicity. Anything you can do, I can do better is the motto of Subby Boi. He is now over $200 million in coins along with the foundation holding a bunch of TRX to "back it".
In this video I discuss how this is what many are doing. They are trying to take a short cut to give their stablecoin value. They do not realize where that comes from and how to build a foundation upon which is construct one. We cover some of this in here.
https://3speak.tv/watch?v=taskmaster4450le/zereacfy
The announcement many of us were waiting for came down. The liquidity pool on Polycub just went live.
In this video we quickly discuss the advantages and outlook of this.
Here are the articles discussed in the video:
https://leofinance.io/@leofinance/introducing-phive-or-bridging-the-hive-ecosystem-to-polygon
https://leofinance.io/@taskmaster4450/phive-can-help-the-expansion-of-hbd
https://3speak.tv/watch?v=taskmaster4450le/ebgikaro
The Fed is listening to the stakeholders and raising interest rates. This is insane but it is the path they are taking.
In this video, I discuss how things are getting worse and things were heading down before the Fed started its tightening. We are going to see a worsening of the economic system.
Many of the reasons are in the video.
https://3speak.tv/watch?v=taskmaster4450le/gczafjyx
The location of the next Tesla gigafactory was announced and it is going in Shanghai. The American automaker is targeting the largest automotive market by expanding their operations. This is slated to open in 2023 and will have an estimated 500K capacity after ramp up.
In this video I dscuss how it is smart for the company to build near the existing facility to keep the supply chain tight. Also, it further endears Musk to the CCP, something that is important in a time with iffy relations globally.
https://3speak.tv/watch?v=taskmaster4450le/nreagapc
A token represents something else. For this reason, we see the Fed being the biggest issuer of tokens in the history of the world. This is a point that is missed on most people.
What does this represent? USD. The Fed does not create USD, that is not in their power. So they have to create tokens to make people think they print USD.
In this video I discuss how HBD has more use cases than what the Fed prints. Individuals or businesses outside depository banks are not allowed to hold what the Fed creates.
The Fed creates nothing more than inter-bank tokens that are moved back and forth between primarily 3 banks.
https://www.thefreedictionary.com/token
https://3speak.tv/watch?v=taskmaster4450le/ppshwgys
Tesla already owns close to $2 billion in Bitcoin. The company is obviously willing to add more in the way of digital assets. According to a SEC filing, the company opened the door to adding to what it already has.
In this video I discuss how many publicly traded companies over the next couple years are going to follow suit. There is no way this is not going to spread. Companies will end up taking a portion of their Treasury and putting it into digital assets.
Here is a link to the article discussed:
https://blockworks.co/tesla-believes-in-the-potential-of-digital-assets-sec-filing-reveals/
https://3speak.tv/watch?v=taskmaster4450le/zlbhkuvf
We all know commenting (engagement) is important. For this reason, we should try to add to articles that we read.
In this video I discuss how commenting, in addition to leading to rewards, can add to the experience for others. Motivation and inspiration can come from others sharing their experience.
https://3speak.tv/watch?v=taskmaster4450le/awjphpru
How much is Russia being affected by sanctions? Not as much as the media is saying.
In this video I discuss why sanctions tend not to work and how it is tied to the way things truly work. When we understand the banking system is truly outside the reach of any government or central bank, then we can begin to understand how a lot of this is for naught.
https://3speak.tv/watch?v=taskmaster4450le/scujlfgn
There is a reason why Bitcoin will never work as the sole currency. Some people believe that there is only Bitcoin and nothing else.
In this video I discuss the massive downfall with this viewpoint. There is a very simple premise as to why it will fail.
https://3speak.tv/watch?v=taskmaster4450le/oyasyrya
Everyone is looking for the moon. We want the Amazons, Teslas, or Apple that go up by orders of magnitude in a relatively short period of time.
In this video I discuss how it is vital to our financial future to begin to focus upon ROI. We need to generate an annual return on a consistent basis that grows our money. This is the key to long term financial success.
https://3speak.tv/watch?v=taskmaster4450le/temdnaym
Well in the least surprising move in the history of the world, the Fed raised interest rates. Now the fun begins.
In this video I discuss how we are now to mirror 2018. We saw this party before and how it ends. The unfortunately thing is we are in much worse shape economically as compared to the last time.
The Fed is playing the expectation game. We are now going to witness how things reveal themselves. Did we move into certainty regarding a recession in the second half of the year? I believe so.
https://3speak.tv/watch?v=taskmaster4450le/ilnnepzj
Last week the price of oil was skyrocketing; this week-crashing. Oil managed to enter bear market in 5 days.
In this video I discuss what the gloom and doom people rarely mention: cycles. What goes up very quickly usually comes down equally as fast. Nothing in markets is every a straight line. We might experience volatility for a while. However, if economic conditions are facing major headwinds, high oil prices (gasoline) will not last. History shows that the economy simply cannot handle oil at these levels.
https://3speak.tv/watch?v=taskmaster4450le/rmjzvleg
A lot either do not see the vision or do not believe in it. Nevertheless, things are starting to take shape for Leofinance. Recently, Cubfinance is getting a lot of attention with the expansion of the DeFi system.
In this video I discuss how Leofinance is putting its pillars in place. For those who look at the vision, we can see how the building of different components will result with the proverbial "total greater than the sum of its parts".
https://3speak.tv/watch?v=taskmaster4450le/kbwelkkp
When POLYCUB went live, each was worth $1. The price in USD went up, and then crashed down.
At the same time, xPOLYCUB opened at 1 POLYCUB. That continually grew throughout and we now see the ratio of PC-xPC over 10.
In this video I discuss how the return is tremendous and just getting started. Imagine when xPOLY as priced in PC and that is going up in USD. That is the point that await us out there.
https://3speak.tv/watch?v=taskmaster4450le/hgctnlkt
We all think that too much money is in the economyu. The reality is that we are seeing long term slowing global growth. It is now on a multi-decade scale. The root of this is there are not enough dollars in the global economy.
In this video I discuss how this is the case and why cryptocurrency has to step up to compensate for this.
https://3speak.tv/watch?v=taskmaster4450le/qnlkmvto
China could be facing some serious economic challenges ahead. This is due, in large part, to the fact their population is getting older.
In this video I discuss how there is a belief that the Chinese population is now in decline. It is hard to get accurate numbers from the CCP so we have to be careful. For that reason, many are expecting the possibility that we could see massive economic headwinds for that country as they age rather quickly.
https://3speak.tv/watch?v=taskmaster4450le/izgfcgda
What are the gold and oil markets telling us? There is a lot of volatility out there with the events in Ukraine.
In this video I delve into what these markets are trying to tell us and where they can potentially go.
https://3speak.tv/watch?v=taskmaster4450le/riwzninz
My projection for Tesla since the beginning of the year was 2 million vehciles.
It breaks down like this:
Q1 300K
Q2 450K
Q3 550K
Q4 700K
This is a bold timeline and more aggressive than Tesla itself puts out. However, I think they sandbag the potential.
In this video I discuss where things are and how the two new factories will have grand openings in the next few weeks. This is going to now depend upon how quickly their 3 new lines (an additional one going in China Q2/Q3) scale up.
https://3speak.tv/watch?v=taskmaster4450le/ayvljufs
Macroeconomic analysis is simply compared to geopolitics. With the former, we can start at some baselines that will not change. The same is not true with geopolitics.
In this video I discuss how we are seeing the geopolitical situation radically altering the macroeconomics. This is causing any analysis to be fluid at best (and impossible at worst). Perhaps Buffett was right, avoid stocks in times of war.
https://3speak.tv/watch?v=taskmaster4450le/cztbvlaa
This was a headline put out quoting Warren Buffett. It is a smart approach. The challenge with war is we really do not know where the tentacles will flow to.
In this video I discuss how this could affect cryptocurrency and how we should approach things. We need a sound risk management strategy. For this reason, perhaps heeding Buffett, at least to a degree, is a sound idea.
https://3speak.tv/watch?v=taskmaster4450le/nctaxcjr
Is this an early April Fool's joke?
The answer is no. Elon Musk, the head of the largest renewable energy company, tweeted this week that we need to pump more oil and natural gas.
In this video I discuss how this is not against what Musk always thought. Many believe it is a reversal in his position. It is not. Musk always felt the conversion to renewables was a long one.
https://3speak.tv/watch?v=taskmaster4450le/fwoehfmh
We are now faced with even more uncertainty than we had before. If the last couple years were not enough, now we add war onto the pile.
In this video I discuss how we need to be focused and disciplined. There is a lot taking place and risk management is always something we should keep in mind. Times like this remind us that it is not always smart to have our entire portfolio in the high risk, speculative category,
Of course, we have to do everything we can to protect ourselves and our family.
https://3speak.tv/watch?v=taskmaster4450le/shirvlct
Most do not understand how the money supply truly works. Due to a number of variables, we are dealing with a shortage, especially in the USD. This is stunting growth globablly, especially in the developed world.
In this video I discuss how this situation came to be and what we need to resolve it. Cryptocurrency is much different from the established system in that we can create money without having to have a loan tied to it. This is revolutionary and why we can see massive expansion over the next couple decades.
https://3speak.tv/watch?v=taskmaster4450le/ixciospa
Ford made an announcement that they are creating two divisions for their vehicles. This is being done in an effort to combat Tesla and what that company is doing.
In this video I discuss how we all can learn the lesson of disruption so as to be aware of where else we are likely to see it happening. What Tesla is doing is a great lesson since it is so public and in the open.
https://3speak.tv/watch?v=taskmaster4450le/hsuefoif
We are seeing the digital world expand. When we deal with bits over atoms, the scarcity that we are all accustomed to goes out the window.
In this video I discuss how this transformation of the economy is an opportunity for everyone. Cryptocurrency is providing the ability to monetize any aspect of this realm. This means we see massive expansion along with an acceleration of what is taking place.
https://3speak.tv/watch?v=taskmaster4450le/wbzwvphl
Are you goign to invest to lose money? Is anyone? Yet we still want to see society move forward, for us to enjoy new goods and services that improve our lives.
In this video I discuss how people automatically think that inflation is bad, so deflation must be good. We have a long track record now with how this works via Japan. They showed how awful long term deflation can be. Hence we see investment dry up during deflationary periods.
https://3speak.tv/watch?v=taskmaster4450le/accyphid
Disruption can come from areas often not expected. This is true for a company like Tesla that is seeking to upend a number of different industries.
In this video I discuss those that are at risk from the electification along with the creation of autonomous vehicles.
https://3speak.tv/watch?v=taskmaster4450le/zrjscjml
We see another 40 year high in the CPI. This was expected as the BLS changed their weighting.
In this video I discuss how it is important to remember that we are seeing cyclical inflation in a secular deflationary environment. This macor perspective tells how this is going to reverse at some point and, if history is any guide, it will be powerful.
https://3speak.tv/watch?v=taskmaster4450le/zrjqrjkj
Cryptocurrency is vital to the future of the global economy and the growth rate that is required. With so much global debt, we need an answer to getting more money out there.
In this video I discuss what solutions are available and how one is NOT going to be opted by politicians. Therefore, we need to figure out how to overcome the fact lending is not happening at a pace to grow the global economy. Here is where cryptocurrency needs to step in.
https://3speak.tv/watch?v=taskmaster4450le/kbsynnmc
When the USD runs, it tends to have an averse effect on the price of commodities along with other currencies.
In this video I discuss some of the aspects of this idea and the potential impact upon cryptocurrency.
After watching the video, let us know in the comments if you think cryptocurrency will get hit by a run in the USD.
https://3speak.tv/watch?v=taskmaster4450le/pwfkqich
There is no escaping demographics. This is something that does not change quickly.
In this video I detail a way that inverted demographics cause huge ecomonic hardship. This is something most overlook and it is only going to get worse.
https://3speak.tv/watch?v=taskmaster4450le/racuryzu
We know the FUD against Tesla is real. Heck, anyone in cryptocurrency knows what is done when the media machine turns on the negative engines. However, when we step back, we can see how the bias is tilted to promote the agenda.
In this video I discuss how the attacks against Tesla are done, often pointing out things that are overlooked with other companies. That is how we can tell there is a campaign out to affect the viewpoint. Here is where our investing can get affected.
https://3speak.tv/watch?v=taskmaster4450le/qzwvjvye
There is a lot of misinformation out there and a lack of understanding how USD is created or who control the money supply. Because of this, much of the crypto world, Bitcoin maxis in particular, are way off in their views.
In this video I discuss the basic idea of why Bitcoin can never replace the USD. There is a fundamental, free market element that is absent from Bitcoin which will only lead to tyranny.
https://3speak.tv/watch?v=taskmaster4450le/qdfzkwbn
In going through some videos of an ex-bodybuilder, he revealed some of the substances he took to become one of the top people in the field during the 1990s. This got me thinking about athletes and people in the financial industry who get caught cheating.
In this video I discuss how there is big money in cheating, life changing money. Those who get caught, on a relative scale, get only a slap on the wrist. Does it make it worth it?
What do you think? Is this something that is worth it?
https://3speak.tv/watch?v=taskmaster4450le/iewtgnkp
After seeing a huge run up the last couple of years, we are going to see a reversal in the prices of used cars.
In this video I discuss how the banks are tightening lending to the subprime market. This really affects the used car market because the majority of used car buyers fit into this category. Since the lending is tightening, this means it will affect demand. At the same time, repo rates are heading up meaning supply will expand.
https://3speak.tv/watch?v=taskmaster4450le/emukdlcv
The ADP non-farm payroll numbers are in for the month of January. This was forecast by many of us.
For the month, down 301,000.
In this video I discuss why it was expected and how the narrative of a great economy is rapidly dying.
Here is a link to the report:
https://www.investing.com/economic-calendar/adp-nonfarm-employment-change-1
https://3speak.tv/watch?v=taskmaster4450le/apydazkl
We are seeing the value created explode. Just think of what the Internet is worth in terms of overall value. Can we put a price on that? Is $100 trillion too high? Too low? Regardless of the numbers, this is a medium that did not really exist 30 years ago.
In this video I discuss how we are seeing massive wealth generation taking place. There is abundance out there although our distribution really sucks. For this reason, people need to grasp onto the idea of going out and getting part of it.
https://3speak.tv/watch?v=taskmaster4450le/jkjderks
Debt is something that many talk about but few really consider the components. This is something that causes rash judgments which might not be valid.
In this video we discuss the different parameters that are important with debt and how the come into play. This explains the issue with the global economy and where the points of vulnerability are.
https://3speak.tv/watch?v=taskmaster4450le/nyjqrnpr
This is a follow up to a post I did recently.
We are seeing the Chinese Growth Story ending. This means that, the main driver of global growth over the last few decades is ending. Why is this important? Because the rest of the world is confronted with their own demographic issues while China is facing the same things.
In this video I discuss how many nations, led by China, is going to face stagnent economies. This means the growth rate is not going to be able to sustain the debt levels that are already out there as the cost of servicing increases.