Speaker holds a long position in Tesla, viewing the stock as undervalued due to progress in robotaxi scaling, humanoid robotics manufacturing, and autonomous driving performance.

Tesla doesn't really know what they're doing. Oh, they're going to do this better than Elon. there's this thing where these uh people rise to some fame by talking about Tesla or maybe talking about SpaceX, but usually it's about Tesla.

the one humanoid robot robotics company they don't invest in is Tesla. So they're investing in these other humanoid robotics companies. Maybe it's golly with a terra. Golly never really went too far in my opinion away from Tesla.

But um they'll get a sponsorship from somebody that's competing with Tesla. They'll get, you know, something happens and then they start crapping on Elon and you have it here.

Scott is, you know, basically saying, "Oh, Figure is doing this better than than Tesla. Figure is doing this better than Tesla." You know, Optimus isn't really doing what it's supposed to be doing. you just start to get the criticism

Number one, shut up. Don't don't don't rag on Tesla when you don't want when you don't really know what's going on.

And like, oh, this guy Peter Rollinsson, he's, you know, he knows more about cars than Elon. Uh-huh. Uh-huh.

Well, you're criticizing Figure just like people criticized Elon back in 2017. It's like, "Yeah, in 2017, Tesla had already delivered 280,000 cars. because Elon doesn't block his critics?

you're going to compare Figure to Tesla in 2017 or you're going to compare Brett Adcock to Elon in 2017.

What we know from FSD, from Tesla's FSD, is you need a really, really large amount of data across a really, really wide array of situations so that you can train your real world model to handle whatever comes up, right?

To to handle, you know, somebody makes a hand gesture. You got to know what the hand gesture means. Somebody says something to the car. You know, as Elon says, a UFO lands in the middle of the highway, you got to know to stop, right?

it's not in the training data, but you've got you you have to have experienced enough of the world to make judgment calls.

One thing that bothers me is when when Tesla influencers start crapping on Elon and start crapping on Tesla. Okay, that bothers me a little. You you got a degree of fame. You got a degree of a following from talking about things that Elon's doing and now you're turning on Elon and then you're you're fooling investors into investing into something that has no chance to succeed.

I'm invested in Tesla, SpaceX, Tesla, Nvidia, SpaceX, and Google. Those are my four main investments.

Tesla Semi just appeared uh I don't know 24 hours ago or so on Top Gear. Um, so Tesla Semi, very positive video, very positive news about Tesla Semi. So check that out.

Edward Nethermier is a longtime Tesla bear. He's been, you know, anti- Elon, anti-Tesla for years. Wrote a book in 2019 predicting that Tesla was going to fail. He later admitted he might have been a little bit wrong.

George Noble's, you know, always been critical of Elon, always been critical of Tesla.

Tesla was not what YouTubers said four to five years of outgrowth share price etc I think robo taxi world takes at least 10 years I wasn't getting into robo taxi but this is I guess we might as well talk about this before we go on.

CyberCAB is scaling. They've staged like a 100 cyber cabs in Houston, Texas. They're running Model Y's unsupervised in Houston, Texas. They're probably going to start running Cyber Cabs there.

They're growing my math. If they're growing 17% a week, which is what they effectively told us, then first quarter next year, they're going to be at 10 million miles a week. And that's when it starts showing up in the financials.

So um and then Optimus, they're building the the line right now for a million bots a year, which will take time to scale up. and they're already building the factory shell for 10 million bots a year in Texas.

You know, you can say it's going to be 10 years. I would I wouldn't bet on that.

how good I feel being safe in a Tesla. Um how safe how many people's lives he's saved with FSD with, you know, the crash protection in Tesla cars.

Ice Wendigo says FSD is not currently ready to drive anywhere. There's too many edge cases outside existing regions, but the region will expand as FSD gets better. You know, I can't know.

I'm not driving FSD. I can tell you what I'm seeing is for people who are driving FSD on hardware 4 the latest versions. It's like are you saying that there's crashes or are you saying it like misses a turn?

Right. It's like I missed a turn yesterday. Didn't I miss a turn? I think I missed a turn today. Like humans miss turns. Humans Oh, it was it was Tesla Nav that that failed to tell us to to merge to go left so we could turn right.

Carolina says, "I don't hear anything about Tesla SpaceX merger anymore uh any longer. Do you?" Elon was asked about it in the all-in pod and he said, "Geez, you know, the two companies do have a lot in common."

Seems like we're doing a lot of the same things. It's interesting, but he didn't say what's happening. So, that drove a lot of speculation.

Ice wind navigation is good 99% of the time, but bad to horrible 1% of the time. Okay. But bad navigation isn't a crash. Um, and you know, you say it avoids crashes 99.99% of the time, but no, if you drive 10,000 miles and you don't crash, then it's 100% of the time.

I don't know whether you're driving uh hardware 3, hardware 4, I don't know. my gut is that individuals like you will say, I had this experience and the reality is that Tesla is looking at million a million plus cars, right?

Right. And the what they're really focused on right now is the robo taxis which are using a more advanced version of the software than we than you have in your car and I have in my car whatever.

Um they're using they're on model uh version 15. It's not fully implemented yet but they're on on version 15. You're on version 14. So they're able to see crash performance better than you are because you have a very narrow sample.

14.3.8 eight on hardware 4. True about version 15. Thank you, Ice Wendigo. Yeah, like I don't know. Um I I think that there's so many good things happening with Tesla. There's so many good things happening.

I want to stress this thing that I feel like like I I think Tesla's undervalued.

my biggest complaint on FSD is the speeding. I wish they would give a speed cap. Just set it on chill. You'll be fine. Does it speed on chill? You don't want it to go fast, put it on chill.

You'll get there 5 minutes later. What's the big deal?