Dan Ives: Tesla’s $2T AI Bombshell! | Jeff Lutz

Wedbush Analyst Dan Ives says Tesla's AI could be worth $1 to $2 trillion, making it the most undervalued AI play today. In this video, we check out Tesla's big moves in autonomous driving, the upcoming Robo Taxi, and what all this means for Tesla's stock potential.

Jeff Lutz is an ex Supply Chain C-Level Exec at several Fortune 100 companies like Google, Lenovo and Motorola. Currently running his own consulting firm.

Follow Jeff Lutz on X: @theJeffLutz

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X: @herbertong

Edited by: Roshan Khatiwada

#Tesla #ElonMusk #RoboTaxi #DanIves #JeffLutz #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock #ArtificialIntelligence #WedbushSecurities Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.

[BrighterwithHerbert]

I hope this video helped you get brighter about Tesla!


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Herbert

[emichael]

Yesterday I referred to Jeff as Bob. Sorry Jeff. You add a tremendous value to this channel.

[andyonions]

The first thing half of FSD customers will do with Grok is say "Grok, imitate KITT from Knight Rider from now on".

[georgeearling]

But my question is what stocks can be the next APPL in terms of growth for the next decade? I've set asides 500k to invest and my goal is to retire comfortably rich.

[Synthwalk]

Honestly i don't think 8/8 is a guarantee.. Elon already said 8/8 is the "Tesla robotaxi unveil", the assumption is that it will be about the car itself and robotaxi network/app details. In my opinion if that's all that's gonna happen, the stock could actually tank because the market would see that as more "words and promises" specially if the car they show is the one without steering wheel/pedals which requires FSD to be perfected to be of any use. For 8/8 to become a stock rally they need to show the car, the app, and then announce either a solid partnership solidifying the claims or some kind of trial run of the network relatively soon to ground the announcements in reality as far as the market is concerned.

[rhiantaylor]

Tesla's focus on FSD is now about reducing "interventions". Currently there will always be a driver in place who can correct these issues but in a car without controls, it is not clear how passengers are supposed to recover from these (hopefully rare) situations. At the recent shareholder event, Elon was scarily vague about this.

[chasbeggs]

The improvement in my Tesla self driving is amazing.. I subscribe monthly and I think i'm going all in when it is approved for full rollout. It seems to copy my driving habits, especially cutting this one roundabout. Very nice. I like the way it sees forwards and backwards on on ramps. Better than my driving in this particular instance. Kudos to the Tesla

[healthDOTorg]

Another way to minimize latency when asking Grok/Tessie a question is to pull from local memory an immediate generic beginning to an answer, and as that is happening, Grok goes out to the Grok mainframe for the details and seamlessly integrates the info into the answer it's in the process of giving. The passenger won't notice this. A few seconds of "small talk" or "vamping" is all that's needed to give the impression that the entire response was sourced locally! Brilliant!

[MacBjorn]

Think about how you can put your kid into the car for drop off and pickup to school. Elderly can get back into the car again and "drive", your car can Uber you to events, park itself and come back a few hours later for pickup

[rwhirsch]

August 8th historic day for burger for Tesla stock

[UB_Viewer]

11:55 incredible to see how they are so spot on all those years ago

[raylachman]

Cannot wait till WS finally awakens 🎉🎉

[healthDOTorg]

Herbert, my guess is that the CyberCab will be a two-seat, two-door vehicle with falcon-wing doors, and that on August 8, the app will be demo'd first, and while doing so, a car will be requested, the app will say "arrives in 2 minutes", and in 2 minutes a CyberCab will pull onto the stage. Elon will get in (with a 4GLte connected GoPro) and he'll tell Grok to take him to the XYZ building, and the CyberCab will drive off, out of the building, through the tunnel under the Interstate, and arrive at the destination. Then Elon will tell it to go back to the stage. Now, THAT would be an impressive reveal!

[bwigfors]

What about the charging? How soon can they be done without human involvement?

[sebastiendurand]

What's the status with FSD Ford partnership?

[grahambrown]

8/8 I think this time will be different.
The SP will go up!

[lesbendo]

We have Kitt, The Matrix and Marvin the robot converging into our reality. 🇨🇦

[DarylOster]

No robotaxi in 2024. However on 8-8 the $25k car AND roadster are likely to be introduced. Also we are likely to see optimus doing some incredible things...

[cl]

We should start seeing robotaxis by 2030

[carl-Sp]

If you make a robotaxi, it’s gotta have immediate utility. You can’t stockpile. It only creates an ever growing expense to keep them housed, charged and looking new. Thinking caps on guys. What can you do with a two seater w no controls, other than robotaxi? Private roads runabout using PlayStation controllers?