Tasha's Eye-Opening Day at Tesla's Robotaxi Event

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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.

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Twitter @farzyness

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Tesla's Revolutionary RoboTaxi and FSD Future: An In-Depth Analysis

Join us as we dive into Tesla's advancements in RoboTaxi services and Full Self-Driving (FSD) technology. Experience an exclusive look at the Cyber Cab event, insights into Hardware evolution from prototypes to future models, and the strategic timelines for rollout. Discover the complexities of Tesla's supply chain, production capabilities, and the potential global impact of more affordable autonomous vehicles. We'll also explore the fascinating potentials of tele-operated robots and Tesla's visionary approach to integrating robotics within future autonomous transport networks. Gain a comprehensive understanding of Tesla's mission, innovative efforts, and the anticipated transformations in the autonomous vehicle and robotics landscape.

00:00 Introduction to the Robotaxi Event
00:33 First Impressions and Overview
04:54 Technical Details and Performance
08:45 Future of RoboTaxi and Hardware
22:45 Regulatory Challenges and Expectations
28:13 RoboTaxi Evolution and Future Demand
36:29 Tesla's Affordable Car Strategy
38:12 The Van: Tesla's Next Big Move
46:19 Optimus: The Future of Robotics
48:43 Teleoperation and Market Strategy
56:02 Final Thoughts and Wrap-Up
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Holy crap, an interview with Tasha?!? This is inspiring man. I remember watching you when you first started.

coolbluereview
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The crowed cheered Cathy as her group went through the crowd. She yelled "Tasha!". Great leadership.

teslarex
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A private chef arrives to your house in a custom robovan, it has a kitchen and a single twp person table, you sit down to a meal as you tour the nearby waterside and parks, when you finish your meal you step out back at your own home.

tRav
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Love your channel Farzad! Tasha was a great guest ❤

tillwohlfarth
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Also, one of the underappreciated second-order effects of an autonomous future is that micromobility will become a higher quotient of how people get around. Riding an electric bicycle or scooter, whatever, is super dangerous today because human drivers are easily distracted and separate bike lane infrastructure is lacking. When every car is driven by a robot that doesn't get distracted and drives 10x safer, a lot more people will be comfortable riding ebikes around.

also possible that cities will convert the unnecessary street parking and parking lots into pedestrian and cycling infrastructure. Parks and such.

tonydeveyra
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32:56 butterfly doors doesn't block the view of the side cameras (which are above the front tires). I think that's the reason they chose it. Wing doors would required motors on the top, slide doors would cover the B pillar cameras.

danczer
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If people think Elon is the only CEO to exaggerate or be over optimistic over expected timelines then what do you think about GM and Mary Barra and the execution of their promises to electrify the industry??😂

luvclub
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The scissor door solves a few problems. (1) The clearance problem when the door opens by a pole, a wall, an adjacent car, or a high curb. The door on my cars don’t have clearance.(2) Being an automated door, they don’t need to rely on the customer to close the door or to figure out how the door handle might work to open it. (3) elderly people and people with their hands full of groceries will appreciate the automated door that opens vertically to provide more entry / exit access. I agree that it probably costs more but I think it’s worth it.

datamatters
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85–90% of ALL rides given are for a single passenger.
Average car occupancy in Australia is 1.25
Driving to work 1.08
I can't find a percentage of car trips with more than two occupants. I'd guess 2-3% at most.

andrewradford
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Great interview. The RoboTaxi has multiple options:

- aptera style solar for hood, roof, boot
- second seating row front or back facing
- add steering and pedals; sell it as a 2-door coupe

with or without steering I'd love to buy it as 2-door coupe

jamesb.
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Great to see Tasha again. Thanks, guys.

doug
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I am a old person 75 years old. A bot would help me out of the bed and help me to shower and places like that. If the bot can do thaat then I will cancel my long term health care at $8, 880 per yr. Plus the bot will not complain and be at my service 24/7. Bot will not take advantage of my finance or cheat me like my Mom's previous healthcare which I am currently suing So excited for a bot

williamwoo
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This was great. It's unpacking the we robot event. That stock will start clicking upwards again in 30 days when people start understanding the vision.

stevewhite
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You could have a 4 to 6 person van with beds for long trips. Where you could sleep overnight and wake-up in your destination.

serradojapi
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Born in 1946, by early 50's dad got a "steady job" working Monday - Friday on Navy planes for the reserves' weekend practices. Many of the guys formed 5 car pools. Tuesday was dad''s turn to drive our car. Cars wrere still scarce and unreliable with new ones too expensive. Even 1 day a week usage put a strain on their old cars. With a 5 ½ day work week, Saturday afternoons saw the whole family fixing the car - every 5th Saturday meant Sunday was fix day.

r.a.monigold
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It is legit to have an event looking at the long future. What was not legit was pumping it up as the biggest event since the model 3. This led to disappointment and a drop in the stock price. Long term I am still optimistic, but this event was ruined by needless expectation.

MrEd
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@around 38 minutes, Farzad mentions advertising. I’m curious do you think Tesla’s resistance to advertising could be tied to them being unwilling to spend $$$ with mainstream media outlets?

jacquiespader
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I don't know, but I still have doubts as to if or why Tesla would want to sell these robots at all if they perfect them? At least not in the beginning. Why sell the bots to your competitors or even take the risk of having them in the home in the first few years, when they could just put them in their own factories, service centers, mining operations, etc. With unlimited cheap labor they could sell whatever they want. They don't have to limit themselves to just making cars, and batteries. Make a Tesla cellphone, or any other number of products. Send them off to space to mine asteroids, or the moon. Maybe just lease them out to projects like construction or whatever, but not sell them.

DurandsDesigns
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With around £120k invested in tech/TSLA stocks, any suggestions for additional stocks to diversify across various markets? Looking for a well-rounded portfolio that balances risk aversion with returns meeting yearly inflation concerns.

MagdaleneM-fq
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The "Toaster" would be well used in airports.

waynewallace