And we are live for a new episode of The Electric Podcast, everyone. I'm Fred Lambert. And as usual, I'm joined by Seth Wintra. How are you doing today, Seth? I'm good.
All right. I hope you are because we have a ton to talk about and some very exciting stuff. But before we do that, let me just thank our sponsor for this week's episode. Today's episode is sponsored by Momentum, a new brand of lifestyle e-bikes from Giant Group designed to deliver a full range of innovative electric, hybrid and city bikes with premium features, long SS range and sensor technology that offer natural riding experiences that are both energy saving and fun.
We're going to have a little bit more to say about them later on the show, so stay tuned for that. But we also want to thank our other sponsor for this week's episode, Splitvolt. The Splitvolt splitter switch automatically shares power from your existing 240-volt dryer socket with your Level 2 EV charger. We're going to have a little bit more to say about them too later on the show. Stay tuned for that.
But what we're going to start today, it's not actually an article from us this week because I haven't had time to write it yet. But also, I need a little bit more time with the truck to do it. It's about the Cybertruck. We're going to talk Cybertruck because I finally got my hands on one. Just...
just good timing basically because I'm here for the Ford Mustang rally, my key rally that was unveiled this week but the driving impression I cannot share until next week so we're not, I could
I could talk about it a little bit, but not much more than what we already talked about a few months ago when they released the specs and pricing and all that. So the core of it we'll keep for next week when we can talk about it. And then we have Rivian coming out next week. That's going to be exciting. But in the meantime, I'm like, let's stay in Seattle and make a little workation out of it.
I need a vehicle to do that. And Ford's vehicle couldn't work. I was hoping to get a Rivian actually, because you spend a lot of time with a Rivian, obviously you test drove a lot of them and you own one. But I'm the one driving it, the next gen now. And I'm like, oh, but I don't have so much experience with the current one to compare it and everything.
Unfortunately, they couldn't make it work. So I'm like, all right, well, let me just go on Turo and find some electric car that's going to be fun to drive. You know, I'm always looking like Tesla's always interesting, especially if I'm going to drive a lot. I'm like, I like autopilot and all that. That can be good. But then I saw a Cybertruck. I'm like, oh. And it was the only one in the area and everything. I'm like, let me see if I can talk to this guy. I can make it work. And we could make it work. So...
I got it yesterday and it's been an experience for sure. Let's hear about it. Yeah. I mean, before going into the driving impression, I want to make it clear that I've spent a day with it. I put less than 100 miles on it. My impressions are already changing through that and I expect my impression will change throughout the week as I spend more time and I get used to some of the more quirky features of the vehicle. Yeah.
But first off, let me talk a little bit about the attention you get with the truck because that in itself is a feature. It's so strange. And there's good and there's bad that comes with that. I went to a supercharger. I just plugged in. I'm like, let me get some work done, pull out my laptop. I'm like, all right, I'll start working for the day.
And just people just kept coming over, kept coming over, kept talking. And that's nice. That's cool because mainly it was like my people, like electric vehicle people just want to learn about it. And that's really cool. But like started gathering a crowd really at one point. And, you know, as you see more people coming in, you like get more comfortable talking like, oh, he's willing to talk. So people just basically thought I was like a Tesla salesman at this point, which is fine.
But I also drew in some like homeless people of that, like, hey, are you from the future? Things like that. Yes, I am. Yeah, I didn't want to confuse them more than they already were. Oh, yeah.
Where I'm a lot more concerned about the attention is on the road. On the road, it's a little bit crazier. Some of it is fine, like people that will just stop at a red light, take a quick picture. But sometimes you see people driving and funneling with their phone as they drive past you. I was picking up my girlfriend at the airport last night. And as I was driving on the highway, pretty busy highway, but we were driving still pretty fast. It was a good flow. And there was a Model Y that pulled up right next to me as I was changing lanes.
Cause he tried to pass me on the right, but he wasn't passing me on the right. He was trying to get a picture or like trying to get my attention, whatever. I actually didn't see his phone. So I don't know, but like things like that, I feel like are way too dangerous. Like people, I get, you're excited about the cyber truck. I am too. But when you see one out there, like safety first, please. Cause I, I've actually have some, some guy that, uh, I didn't see it on the social media, but, uh,
I saw one of the guy that went up to me at the supercharger was like, yeah, I saw someone like on the social media crashed into a cyber truck because he was trying to get a picture and everything. Wow.
I mean, I guess we have to expect that initially. Like, you know, I got some stuff initially when I got a early Model X and we would open the back doors and the kids would hop out. But, you know, eventually that'll wane off. Like, you know, two or three years from now, everybody will have seen one, you know, have gotten in one or whatever. So it'll be a little bit less exciting.
Yeah, for sure. I think that's fair. I think it's going to go down. So right now, it's a smile machine. I was parked at one point doing some work and I saw a bunch of people driving in front of me. So every time I would just lift my head and sure enough, I would catch their face and there was just a big smile just pointing at it like, look at that, look at that. Was it laughing with you or laughing at you?
I think they were just like, it's such a weird thing to look at. If you've never seen it in person, it's kind of weird. Yeah, it's just something to see. There's nothing like it, really. Yeah, so whether you hate the design or you love the design, it's interesting to see. So it makes people smile, which I think that's a net positive for the world. Now, again, I don't think that's going to...
keep like like you said that too will will will go down over time as just when there's hundreds of thousands of them on the road uh people will just get used to it and won't be it won't do that anymore those will keep smiling though i think is the one driving it because it is a blast to drive there's there's it doesn't drive like a truck at all drives more like a tesla than anything else and the drive by wire thing is well implemented and feels awesome like when
One of the first, like I said, my impressions are changing over time. When I first got into the truck, I was like, what is this wheel? Like I've seen it. I've used the Model S Plaid before and the wheel felt big. I don't actually know for a fact that the Model S Plaid is bigger, but it feels bigger in my mind. Especially for a truck. You get inside a truck and you're like expecting like everything to be big. Everything's bigger. But the wheel is just so small. I'm like, what is this?
And I was not as much concerned about the shape of the wheel itself because I knew it's drive by wire. So it's progressive steering and everything. But at first, I just it just didn't feel comfortable in my hand because it was so small.
After an hour or so of driving and adjusting my seating position as I was getting more comfortable with the car, adjusting the steering wheel position, I found actually a position that I'm like, this actually might be the easiest way to drive ever. Especially on the highway with the progressive steering, I got a position where both of my elbows are resting nicely and I can grab the wheel just slightly and drive.
It makes it smooth not to have autopilot. I haven't not had autopilot in a Tesla driving on the highway for years now. So I barely know how to drive on the highway anymore. When I did the Mackie drive, I don't know.
No, I cannot even say that because that's driving impression, I guess. But when I drive non-Tesla vehicle on the highway, I feel like I don't know how to drive because I always drive on autopilot on the highway. So it gets some learning time. But with a Cybertruck, it felt incredible right away.
The turning radius on the thing is insane. You call that an airpin turn, right? When you go like this, like you go right back? Yeah. Okay, so right up where I'm staying right now, there's an airpin turn that goes down like that. And when I first approached it, I was getting nervous about it. I'm like a giant truck and going to pull down and I don't see the cars coming the other way. So I thought I will encroach on the other lane, basically the lane coming up.
I was able to do it flawlessly without encroaching on the other lane. And that's clearly thanks to the rear wheel steering that gives it a very tight turning radius. I think it's like similar to the Model S, which to be fair is also like a long car, but not a truck. The right suspension is absolutely awesome. You can drive over potholes. You don't even feel them. I parked the car with the right wheel over a curb.
and I didn't realize it as I was doing it. I got out of the truck and I look at my truck and it barely looked like it was off because the suspension was just taking it. I was like, oh shit, I'm on the curb. I did it with the giant off-roading tires. I didn't actually break anything. But man, yeah, so far it's great. Now there's bad things for sure. It's not all good. And I'm keeping an open mind. Maybe I'll get used to them.
The gear shifting for me, actually, I can even go more larger than that. Everything that has to do with the reasoning of like, we're so close to self-driving, so these things don't really matter, I don't agree with. Because first of all, this car drives, this truck drives awesome.
It drives great. So even if you're 100% sure that within, let's say, a year, you're going to have full self-driving, I still don't want to drive that truck. Like, let me have the best driving experience possible. And it feels like there's a few things that they didn't,
do because of that self-driving. The gear shift is one. I think Elon even admitted that when he first introduced it to Model S and X. The gear shifting, the stock, is like, remove that. It's going to be self-driving within a few months anyway. That didn't work out really well for Model S and X.
I don't think it's gonna it's probably gonna work out better for Cybertruck because we are getting closer I think but uh it's still gonna be a while and it's just not intuitive like I feel like give me a stock on it or give me even like uh I do like the Mackie uh dial thing that's also that's also pretty nice like give me give me something that you know I know I'm locking in it however
I'm open to like seeing actual like data. If, if, uh, if Tesla comes up with actual data that shows that this swiping thing ends up in fewer miss a gear than, uh, than the stock, like, okay, like I'll, I'll concede, but I, I don't know if that's the case. And I do know that personally, it just, it doesn't feel intuitive. It doesn't feel nice, at least not more than a gear. And, but again, I spend a day with it. I'm sure you get used, more used to it for sure.
The other one that in the same category of like, ah, we're getting close to self-driving, so who cares? The rear view mirror is very dumb. Like I've been driving for like 16, 18 years, whatever. You're used to using a rear view mirror. And now with the tonneau cover on, it's useless. So you have to use a camera, which is not unusual in a car or everything. But – and you want that tonneau cover up because one –
efficiency and two there's not that much cargo space in the truck like the front is not gigantic so you're using the back for even from luggage and things like that which you're going to want to have the tonneau cover down for that obviously sorry
So now the camera, you have two options. You can have it on the left side, I think, which feels a little bit more natural. So you don't have to go too far, look too far. It feels closer to the natural turn of the head for the rearview mirror. Or you can have it to the right.
And that will be a little bit further out, but it won't hide half your driving visualization screen and also like remove the spots where normally in your Model 3 or Y you're going to have the
navigation card. Now that has to move to the right too. So it just feels like a bad implementation. They exist out there. There's plenty of cars that have it as an option and there's after markets products that do it too where you have a rear view mirror that doubles as a mirror and as a screen with a feed of the rear view camera. I feel like Tesla could have just done that and it would have been a much better experience
Though at the same time, I'm saying that, but the rear camera is also like fisheye view. And even on the screen, it doesn't look great. Like the cars look way further out than they actually are. So I don't know if that would have been even worse if that wasn't the camera. I don't think it would have been worse because...
They do like this very thin screen on the center display. So it would have been very similar to the rear view mirror. So I don't know. It doesn't feel... And that's something that Tesla could... I would have liked to see Tesla do because...
We've seen others do it and it's pretty good, but this does implementation of software and hardware together. They probably could have improved on that experience and make it. But I feel it's one of those things that they're like, ah, let's not bother because the car is going to be self-driving in two years anyway, or a year, whatever they're thinking internally. So yeah, these two things are my main gripes so far, which is not huge, to be honest. It's not like that big of a deal.
The blind spot that you get from the crazy pillars in the front over the dash on each side, not ideal either. I'm not going to lie. I've seen there was already there's already, again, driving for a day here. There's already a few equations where when you have you're at the T shape intersection, like in a particular intersection at a stop.
Sometimes I get surprised by a car coming my way because if we arrive at the stop at the same time, and let's say that there's vegetation or buildings hiding the perpendicular street,
Sometimes if you're already at the same time, the blind spot from that giant pillar just hides that view completely. So it hasn't been dangerous so far, but it has surprised me when I'm turning into a stop, a turn from a stop sign. And then, whoa, there's a car right there. I'm like, hey, where did you come from? So that's not ideal either. The car that I got, the Cybertruck all-wheel drive is completely stock.
And, you know, one of the selling point is like, ah, it's stainless steel on exterior. It's like very rugged. Like you don't have to worry about it too much, but you have to have it treated or have a PPF film on it. I think otherwise it just looks disgusting all the time. Like the fingerprints on the doors. Speaking of the doors, that's another thing I think this looks cheaped out a little bit on. I do understand not having anything on the outside for the look because the look is very clean like that other than, you know, the fingerprints. Yeah.
but you have to put your hand inside that metal thing, that stainless steel to pull the door. And we've seen others use that, that the Mackie, for example, have that too, but they do put some kind of rubber inside to like not have to grab like metal like that. I don't know, like in winter conditions and everything, like,
Normally, you have gloves and everything, but without gloves, I think it's going to be weird to do that. It's already weird in the summer right now. So in like high sea conditions and everything, I don't know how cool that's going to be. But, you know, those are relatively small drives compared to the actual driving experience of the vehicle so far. Like I said, I'm loving it. I think it drives awesome.
I'm really curious about the range. I know you're early on in your... Yeah. Is it... A typical Tesla will never get exactly the range, but how far off is it? I've driven less than 100 miles so far, and so far, it has been pretty accurate. The range prediction has been accurate. I have 318 miles on the full charge, the car is saying, which is not bad.
But I'm going to do a full... In my full review, I'm going to share all the energy efficiency data from it once I've put more miles on it. And I'm sorry, I want to do full charging session to have done like a quick charging session right now, but I was already at like 200 miles when I did the supercharging session. So it's not very representative of what would be in like in a road trip situation or something. And we do know that the...
Cyber truck with the 4680 cells from Austin, they do have some problem right now with charging. When I say problem, they don't charge as fast as the 2170. So Tesla did say last month that an update should be coming this month, I think, for that. We haven't seen that yet. But I'm going to have to review it as it is right now. And then we'll see when that update comes out. But yeah, I mean, very...
My review would be like, I know I already posted some of my quick impression on Twitter and everyone is like, ah, Fred's going to shit all over the truck like he does with everything Tesla. I mainly love it right now. I have some of my gripes, but those are normal. There's no car that's perfect. And this one is certainly not perfect. What about the sharp edges? Is that a concern for you at all? Yeah.
Yeah, I mean, you know, got to get some views set. So I'm planning on putting my hands on the front and breaking some of my fingers for some views. Chopping them off. All right. Yeah. So many people are doing that. It's crazy. Yeah, I mean, they are sharp and, you know, you have to be careful, but I don't think that's that big of a deal, to be honest with you. Yeah.
I think with kids, it might be a little bit different. I don't know. Yeah, but even then, the actual edges are not... You won't cut yourself on it. They're rounded up a little bit, so you won't cut yourself. It's just the frunk, basically. When you close it, you have to be careful, but that's true of most frunks. And there is a squeezing detection system. So...
I think that's mainly overblown in my opinion. But the sharp edges, like Elon was right about the fact that
any kind of misalignment is going to be super visible. So this is a brand new truck. Like it has five, less than 500 miles on it. The VIN number is in the 10,000. So it's a fairly recent truck. These are probably some improvement there that already was implemented. It looks pretty good, but even then it's like a few, like, like less than a millimeter misalignment and they are super visible because of how sharp those edges are. Uh,
uh i i mean i would have accepted delivery of this truck if i was the buyer honestly it looks it looks pretty good um but he's right like it they do jump to your face when you see them because of that you see those same design men the less than emulator millimeter on any other vehicle including like a model 3 model y mls whatever and you you wouldn't see them wouldn't bother you um
Yeah, I mean, it's a ton of fun. It feels like early days of Tesla when, you know, like you said, when you got your Model S and you put your kids in the back and people are like, what are you doing putting your kids in the back? It feels like that. People stop. Even though we are in a very nice place, I wouldn't be worried too much about the truck. I put my Sentry mode on just for fun because I like to see people stopping by and watching the car. Yeah, and then I can put the fart mode and just fart in their face. That's lovely.
I put the microphone on and I see them taking pictures and I'm like, it's $5 per pictures. Please put the money on top tires. Thank you. Like just, just things like that because you know, normally I wouldn't put the century mode on, but I know that people are going to stop and watch that car. So it's, it's funny. Yeah. I mean, great, great impression so far. I'm looking forward to spending the week with it because no, I, I'm, I'm, you know, I believe that probably like the thing, like the gear shift are probably going to get used to it. And by the end I'm like, ah, it's not that big of a deal.
The blind spot, maybe less so. I mean, this is a question I'll ask you in a week because you'll have a week with the Cybertruck and then you're also going to have some time with the Rivian. But you did have both reserved. I still do.
And which one are you going to take delivery of, do you think? Yeah, probably like you said, probably this week, you know, this week and then the next one, because there's a few days of the Rivian experience on the next one. Like I got an email, actually a text message yesterday from Rivian Quebec that's telling me, hey, we're setting up the service center. We're preparing for deliveries. Like right now we're matching the first VIN for first Quebec customers, Rivian Quebec customers.
So I'm like, hey, let's wait a little bit. Let me try this out first because I haven't spent much time on it. And you'd want to get one of the old R1s when the new R1s are coming up. Yeah, that's also a good point. Yeah. Or not. I don't know because we don't know yet. Because I heard that the new R1s are smaller and they do have a heat pump, which is going to be good in Quebec. But, you know. Yeah.
I've met a few Rivian R1T owners here. Yeah, R1T. And everyone is happy with it. I'm not saying everyone. I talked to one guy that had some service problems. But for the vehicle itself, people are super happy with it too. So, you know, we'll see.
Because obviously the Cybertruck is not perfect either. Not only the gripes I just said, but pricing wise, value wise, and we'll see the efficiency of it too, which is a big deal for me. I'm kind of an energy efficiency guy and this is a big part of it. Charging,
obviously so we'll take everything into account and i'll try to give you guys like a better summary next week and uh a full article on electric with you know a full review of the vehicle all right uh she would say a quick uh thanks to our sponsor momentum all right let me jump over there
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They have some very clean looking bikes there. Yeah, the Pack Yag is really cool. The cargo bike. Yeah, I saw it earlier, but I lost it. No, no, yeah, this one here. Yeah. I like this street bike here. This is like, you know, like complete stealth e-bike. Like you cannot even tell it's an e-bike. So it's a rear motor and you don't see it behind the gears? I think so, yeah. Yeah, wow. Okay, that's clean. All right. Thank you, Momentum, for sponsoring this week's episode of the Electric Podcast.
Let's do a few more news articles and then we'll start to split vault too. All right, we got a little bit of a teaser from the Robotaxi this week from Tesla. Tesla released this new video, a little bit of a controversial video here because it's all about Elon's pay package. Tesla is in full-on campaign right now to try to sell, resell essentially the pay package to shareholders.
And it looks like they're getting a little bit nervous. Last week, we talked about them paying for ads for it and everything like that. Now they really produced this real nice video that Elon wanted to make sure that he had nothing to do with. He shared it and said that they put this together of their own volition. I did not ask for it. Yeah. And...
The video is kind of what we accomplished at Tesla and everything. And Elon is a big part of that, which is fair. So he deserves his package and everything. Then there's two quick images that are part of that video.
One of them is nice because it confirms one of our report that we posted a few months ago that the Robotaxi is the NV93. So we reported that Elon can sell the NV91 and NV92, which was the $25,000, $28,000 vehicles based on the Unbox platform that were not geared necessarily towards self-driving, but like more like they had a steering wheel and everything.
and you want to focus on the RoboTaxi, which is the NV93. And there is this image that looks... So I should put a disclaimer here. These images, Tesla put them in there. There could be a few reasons they put them there. It could be a teaser for the RoboTaxi, or it could be an actual... There were very early concept images, and the vehicle has changed since. So it doesn't mean that these are the RoboTaxi. But I would assume that...
They could at least give us some hints of the Robotaxi design. Mainly, the biggest one probably, and I would doubt that this changed since then, is that looks confirmed that it's going to be a two-seater, two-door, two-seater. It looks very likely to me. So the first image you see here is...
You see a side view of the cabin with these seats. The second one looks a little bit different for the seats. Like it's a similar configuration, but I don't think we can say that these are really the same seat. I have a closer image here on this one. But clearly, like you see a lot of Tesla, like minimalist dash, center display, fold down armrest here to separate the two front seat. But these seats to me said the first thing I thought when I looked at this, I was like, this is more...
like public transit seats than car seats. You agree with that? Yeah, definitely. They definitely don't look like, you know, like you're sitting back and like, you know, driving. It's more like you're getting in. You're not, you know, you're on your phone or you're, you know, whatever. It's not like you're doing something. It's kind of like you're, you put it perfectly. Like it feels like public transportation.
Which is probably what they're going for. They want it to feel like just like, oh, you get in and then you get out and it's not your car. It's something else. And this view here, you can see the shape of it. It's very aerodynamic, like a classic, like a rounded hedge, but classic for Tesla. Not so much since a Cybertruck, but in general, the same fan, like head-in
uh dash side to side completely um hidden fan system so very classic tesla but the exterior we already got the pictures from you know the concept that was released in um
The Walter Isaacson book. And sure enough, after this video came out and, you know, a bunch of people pointed out those pictures and then Walter Isaacson went back to X, posted back the images from his book, kind of hinting and like, yeah, this is what I saw when I was there, basically. You know, it didn't go as far as that, but I assume that was the spirit behind the post. Mm hmm.
So interesting stuff. But speaking of that video and Elon's effort to, Elon and Tesla's, when I say Elon and Tesla's, Elon and Tesla's board's effort to get that pay package secured, Elon kind of stepped on it again this week, not in a good way.
So you remember the whole threat, you know, some don't perceive it as a threat. Some do. Like, I think it's like playing with semantic at this point. But Elon said that it was uncomfortable building AI product at Tesla if it doesn't have 25% control of the company. That was...
in January. And a lot of people link this to the compensation package because obviously the compensation package would give Elon more control over the company, but not quite 25%. So I don't like to completely link it with that. But I do understand that some will because I think you were the first to point that out to me when the judge decision came out. You asked me, do you think
Because Elon said that just before the judge decision came out. So you were like, do you think Elon knew that this was going to come out and he wanted to set the stage already for like, I need 25% or you don't get these AI product at me.
which, you know, impossible to confirm. But if you add all the pieces together, it does paint a picture that makes sense to me, knowing what I know about Elon. Yeah. I mean, I just don't think you can have two companies that are doing AI at the same time. Like, I just don't think that's... Not one that is public where you own a minority share and one that is private, you know, a majority share. It's highly problematic.
So, you know, a lot of people discuss those comments on convertible. What does that mean? Do you leave Tesla? Do you not work on the iProduct at Tesla? Do you try to funnel away product from Tesla? Which obviously this is not like not a legal thing, but, you know, there's definitely things you can do. And it's not like Elon is completely above like doing shady things too. So.
We don't know. But now he basically clarified those through, you know, something that he does sometimes is like he doesn't outright say something, but he leaves some of his sycophants say it and then like it or even respond to it. In this case, like if it was just a like, I would have let that one go, people. But this one,
Tesla economics on X was like complete sycophant. And one of his main thing is like, he just repost, he just post things that Elon says and hope that Elon would just retweet it, which he does. And this time he posted this and Elon responded yes to it. And what he posted is if,
Elon gets 25% voting power. Tesla is reincorporated in Texas and compensation package is approved. Then AI and robotics stays within Tesla and the company can march forward to become the largest company in the world.
So to me, that does sound like a statement. Like if you give me this, this, and this, 25% voting power, Tesla moved to Texas, compensation package is re-approved, then AI products stays at Tesla. I really don't like the phrasing of any of this because it's a clear statement of if this, then that.
And the doubt is that those products stays at Tesla. So first of all, I understand people that, you know, you cannot really funnel products away from a company. It doesn't work like that. But it does sound like that's what he's saying, basically, because he's saying stays. Now, I know that in the last earning call, he did say something about
If you're not at Tesla anymore in relation to that, possibly leaving with that stuff, which I don't think he's going to leave, by the way, if he doesn't get his package. But anyway, he believes Tesla will achieve self-driving, but he was not so sure about the Optimus robot, which he says Tesla's valuation as the largest company in the world is based on that too. And he put Tesla as an AI and robotic company, and he's made moves recently that...
push this in that direction, you know, slashing vehicle programs that are important to Tesla as an automaker, focusing on RoboTaxi, which is an AI product, focusing on Optimus, which is an AI product. So all these things are based on his own world, critical for the company. Even said, if you don't believe that Tesla can achieve self-driving, if you don't believe Tesla is an AI company, you shouldn't invest in the company. So,
Now he's saying you shouldn't invest in this company. And by the way, I won't do this product at Tesla if you don't give me 25% of the company, which is very strange. And again, it's not just about the approval of the package, which is listed as a demand here, basically. But my understanding is that if that goes through, which I think it's like 60% chance that it's going to go through.
then Elon will get, I think, around 18% after selling some shares for taxes because when those shares vest, he's going to have to pay taxes again. That puts him to 18%. So that gives you two other options. It gives you, you need an other compensation package and one more, a very big one again, worth tens of billions of dollars, or you need...
to reclassify, do a new class of shares for Tesla that gives Elon shares more voting power, which he suggested that that might be possible. It's not possible right now, but if the move to Texas is approved, which is going to be harder than the package because the package is just a straight majority of voting shares.
the move to Texas needs to be an overall majority of outstanding shares. And it's not everyone that vote their shares. So a vote, a no vote is basically a vote for no. So it's problematic. It's a lot more difficult, which is why Tesla is like trying to get as many people to vote and obviously trying to vote a specific way. But yeah, so these are the two options, which, you know,
The second one, it's not too crazy because like 25% is not a majority. But it's not like Elon doesn't have that much – like doesn't have enough power at Tesla. He can do whatever he wants at Tesla. Like no one is stopping him. And that is why –
We are having to revote on the compensation package right now because Elon has too much undue influence on the board and the board is not doing anything to stop him to do anything. So he has basically more than 25% voting power at Tesla. He can do whatever he wants, but it's not voting power. It's actual like...
executive power. He has 100% executive power at Tesla. I think we both agree on that. Yeah. I mean, so have any analysts kind of put together a like, all right, if Elon doesn't get the money, this is what happens. If Elon does get the money, this is what happens. Because I kind of feel like as shareholders, I would want to know, and I do own a very small amount of Tesla, but
That $55 billion, does that just go right back into the savings account? Well, the share hasn't been exercised yet. It doesn't do anything effectively right now. It just doesn't... It cancels the further dilution of Tesla stock. But the
There's not many serious analysts, serious people that have actually done a great analysis of what is going to happen. A lot of unserious people have shared their opinions, obviously. Because the thing is, we have no idea what's going to happen because it's completely up to him and the board.
The vote itself doesn't change much of anything. People say, oh, the vote, we vote yes and everything is fine. Not really, because there's going to be more lawsuits, especially when the guy tweets something like that. This tweet,
Tesla's lawyers had to share it with shareholders after that because they find it to be material to the vote. So it's super problematic to tweet something like that and most likely would result in lawsuits. I'm 99% sure of that. So
Either way the vote goes, it's going to be up to Tesla to decide what to do. If they vote no, I mean, the only reason I like a no vote and I voted my shares no on everything that the board recommended, against everything the board recommended, is to send a message to the board and Elon too, I guess. He's on the board. Yep.
We take the governance issues highlighted by that judge and, you know, highlighted more recently by the lack of action of the board against the CEO threatening to move critical product away from the company to send them a message like we're not OK with that. Do something about it.
Obviously, also, there's a direct vote on Kimball and James Murdoch. That is a little clearer. If they don't get reelected, that helps because now you have to get new people reelected. And that's not going to be easy, obviously. But...
So that combined with if you get the no on the package, it does say like we take these issues seriously. You have to address them before we move forward. Because right now you have just an army of Elon fans that just say,
Everyone that votes just are reneging on the original plan and they don't want to give Elon money. It's not about not giving Elon money. It's about Tesla addressing the issues that led to him having his convention package rescinded. That's what people are not understanding. When I say people, I mean Elon fans. It's...
Even if we vote yes again, there's going to be issues again. There's going to be lawsuits again. It's not going to go smoothly. People keep going back to the only reason we're here is because a bunch of lawyers saw an opportunity to make a lot of money and found shareholders with nine shares willing to sue, to screw Elon and screw Tesla shareholders. That's all true. Everything I just said is true.
that you're correct if you think that. However, you have to think a little bit further than that and think, why did they see that opportunity? Why was there an opportunity in the first place? And the opportunity in the first place is because they saw that Tesla's board had a serious governance issue. And that issue is not highlighted by the situation we're now in. So it needs to be addressed, I think. Yeah, it's just unfortunate we've arrived at this situation. Yeah, I agree with that.
The hiring freeze at Tesla with the layoffs I've seemingly ended because Tesla started a bunch of new job posting, but only for one department. And I'm going to let you guess which one it is, Seth. Is it the self-driving? Or is it the... Everything that has to do with AI and robotics. So...
Some other people posted that they're also hiring in manufacturing, but no, actually these manufacturing thing, they never left. It was like an educational program. So the new job postings are really about AI and robotics, mainly self-driving at least. It's not like all, you know, optimist stuff. And, you know, Elon has positioned the company for, you know, self-driving or nothing. So it makes sense that he's doing that, but at least he's consistent in that.
Still on the self-driving stuff, the new update for 12.4, which hasn't made it to customer just yet, apparently coming end of the week, next week, something like that. The release notes have been released, though, for the internal fleet. So we have a little bit more details on it. It's nothing crazy. It's basically what we heard before. The nag has been removed for the steering wheel, but there are some significant conditions. So Tesla writes,
When full self-driving supervises enable, the driver monitoring system now primarily relies on the cabin camera to determine driver attentiveness. This enhancement is available on vehicles equipped with a cabin camera.
And only when the cabin camera has clear and continuous visibility of the driver's eyes. The camera is not occluded. There is sufficient cabin. So these are the terms for this no steering wheel lags to work. The camera is not included. So you cannot put a tape over it. There's sufficient cabin illumination. So sounds like it cannot be at night or we'll have to see. And the driver is looking forward at the road ahead and not wearing sunglasses, a hat,
a hat with a low brim, so if you put your baseball cap too low, or other object covering dies. So this is a little bit behind on that because there's other cabin monitoring system, even like the Blue Cruise from Ford that you can have sunglasses on. I don't think you can have mirror sunglasses on, but you can have sunglasses on because
Technically, with the... Oh, yeah. I think Fords, you can have sunglasses or face covering, but not both because they use more the angle of the face, like the nose, for example. So if you cover your nose, it's not working because you can tell if someone is looking forward even if they have sunglasses. You cannot tell if they're falling asleep, though, but Tesla actually has other points that they can look at if they're falling asleep than the eyes. So that's interesting. So, yeah, Tesla is kind of going around the...
closing the loophole for sunglasses, basically, which is good. But I think you could allow sunglasses to a certain degree. Outside of these circumstances, the driver monitoring system will continue to rely on combination of torque-based steering wheel and vision-based monitoring detect driver, which is the situation we're in right now. So yeah, I'm looking forward to try that.
You know, I will still keep my hands on the steering wheel, obviously, even though you technically won't have to now, I guess. But I strongly recommend it because you need to be ready to take control. And yeah, by the way, this is the update that's supposed to have a 5 to 10x improvement in the miles per intervention. That'll be interesting to check out. Should we do our second read?
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All right, we have a few new news items to discuss, and then we're going to jump into the comments section. I've talked a lot about the Cybertrucker here, so we're going to be a little bit long, but I'll try to get to it as fast as possible. So if you guys have questions, you can put them in the comments section below, and I will try to answer them. It can be about things that we discussed today or other topics in the EV world, and we'll get to them in a few minutes. Still on Tesla, one more. The Megafactory officially broke ground this week in China.
So this is where they're going to produce the Chinese mega pack for the Chinese market, another regional market. It's based on the mega factory in Latrop, California, which is still ramping up to 40 gigawatt hour. But, you know, they anticipate that there's so much demand for it that they can already build another factory. This one is also going to produce about 10,000 power mega packs.
per year about 40 gigawatt hour now the timeline has been updated uh with that so that the original timeline was uh q2 production in q2 2024 so obviously it's not going to happen now um then it was pushed to the end of 2024 when there was an official signing uh late last year and now with the official groundbreaking they are thinking more first quarter 2025 which is still like pretty fast because you know it's basically less than a year to production this is uh
But Tesla's Chinese team when it comes to production and manufacturing are always super impressive. Moving on from Tesla, Scooter did the first drive in the Chevy Silverado EV RST. Big boy. So we're going to get over it. I strongly suggest that you go read the post and look out the video on this very YouTube channel.
Very interesting stuff. He loved the experience. It was clear. But there's a few interesting things, I think, that came out of this drive program from Chevy. So obviously, you know,
This is the long range pickup truck out of all the pickup truck out there. They have this 200 kilowatt battery pack in it. And it makes the truck look a little bit weird. I'm going to be honest with you. Like it makes it look at a very high stance because they have this just giant pack underneath it. You know, it's,
When you first look at it, you're like, oh, there's something weird about it. And it is the... It's tall. It makes it look tall. But it works. At Electric, we've never been... We have already been like, ah, you don't need that much batteries. You don't need that crazy range. We always try to focus more range anxiety with range prediction rather than just having more range all the time. However, when we... Yeah, so that's true. Obviously, that's very important. And that's important for this too. But...
We can admit, though, for trucks, you know, for work trucks, and this is very much a work truck, you know, you want to tow with it. You want to load it up and go long distance with it. It makes sense. So obviously, 440 miles of range on this is without towing. But what it means is that, you know, if you are towing, you're still going to get most likely than not over 200 miles of range. And that's, you know, a lot for most application.
um yeah i i strongly suggest you go check it out uh scooters post on it he uh demonstrated a lot of things like the the mid gate here that has like two configuration tailgate it's pretty good uh so also they have this cool representation of uh the usefulness of the gate itself at some point i miss it i mean the basically the back of the truck bed opens up and you can put stuff like you know right at the back you can also drive around with it open
Kind of like a little bit like a convertible. Trying to find it. It has to be here, right? No? Oh, yeah, here. It was a better picture of it, though. Here.
So they put these plywoods in the truck to represent just how big it is. So they go all the way to where you can close the tailgate here for the Silverado EV RST. And then you see the Cybertruck, second best in the back, third best, the Ford Lightning, and then even the R1T has notoriously a shorter bed. So I think this is a good representation. And people have different needs. Those last three are pretty close, but yeah, I get it. Yeah, and everyone has different needs, so it's not like...
you know it's not a bad thing or a good thing but i thought this was interesting for people that like if you're looking for a big bed right now you want an ev you know silverado ev sounds like it's your thing also obviously towing if you have to tow something big a long way in the cold uh this is probably going to have the most range of any ev out there arguably your only ev option right now right
I mean, I guess you could do the Hummer, which has the same battery pack. Oh, yeah. I haven't seen many people tow with the Hummer. I think it's more like a luxury vehicle than a work vehicle. I actually know somebody with a Hummer EV now, and he loves it, and he tows.
All right. The Kia EV3 was unveiled this week. Not fully unveiled, but the design and some specs was released. No pricing yet. We don't even know if it's coming to the US, to be honest. I hope it does. Yeah, we sure do. I think Kia and Hyundai are some of the dark horse of the EV revolution. I think they have some really cool things going.
and kia i like a lot because they're they're a bit like nissan in term of like their design are always different like they don't have a clear design language like tesla but no i guess the cyber truck threw all that off the yeah of the table but you know for the most part like model s and x model three model y you know tesla had a clear like design language so i do like the fact that they just threw the cyber truck in there but kia like
every one of their vehicles, they're their own thing, which I find interesting. And this is its own thing. The EV3, you know, a compact SUV, crossover, whatever you want to call it, expected to be sold for under $30,000. That's the expectation. Again, they haven't released pricing just yet. So we have a lot of pictures now here. So it's the design that's been unveiled.
more than anything i don't know about the wheels they remind me of the mini cooper electric wheels you remember those yeah those they're the wheels are weird but you know the wheels actually make it look a lot different like i feel like if they were normal wheels it would look a lot more like a volvo ex30 or yeah you're right about that volvo max 30 with like a kind of a bolt chevy bolt thrown in the back end or something um yeah i like it i absolutely love it actually but um
it does have you know it's reminiscent of some other vehicles and in a completely good way i and my god if anybody is listening over at kia hyundai we want this in the us please please please send this to us we're begging right now yeah idea terry's clean too wow
Oh, I do like this center console. You have a big left cubby here, like for a purse or something. Yeah, by the way, the Cybertruck is like a, you know, a whole school Model S when you're able to pull a bag or your purse on the ground next to the center console. It's just a big hole. Yeah. This has not, like, they have something here, but, you know, it looks big enough to put something. Yeah, and, you know, Kia with the EV9 kind of, you know,
This design language is a little bit like that on the interiors, especially. And I think they kind of, you know,
premiered all this kind of thinking there. I mean, Kia is on the ascent in terms of brands. I mean, what, 10, 15 years ago, Kia was like a bargain basement brand. And now they're coming out with some of the coolest stuff out there. And I think, I mean, I would almost say like, they're almost like leapfrogging Genesis in terms of like the cool stuff they're putting out. Like, you know, Genesis obviously has like a bunch of luxury and, you know, the
stitched leather and all that stuff but in terms of like desire I feel like Kia is like almost at that level yeah I agree with that this is the GT line so it has different wheels too these are unique like I said the other ones remind me a lot of the one in the Mini Cooper Electric this is brand new design and it's interesting I kind of want to see it in movement slightly different interior too I should say alright some spec
The EV3 will arrive with two different battery sizes within the SUV E-GMP platform. So same platform as IONIQ 5, EV6. The standard model utilizes a 58.3 kWh pack and you have a larger option at 81.4 kWh. That 81.4 kWh gives you a crazy range though.
I haven't seen the spec for the standard range, but the longest range, you're talking about 273 miles, 600 kilometers. That's on the WLTP, but still you're talking about over 300 miles on EPA, most likely. It has a small motor, 150 kilowatt and single rear motors for the rear wheel drive. Great charging, that's usual for Hyundai and Kia, 10% to 80% in 31 minutes.
And if it comes to North America, maybe it comes with NACs and can charge on the supercharger network. That would be quite a vehicle. Kia has vehicle-to-load capabilities, iPedal 3.1 technology. And it's coming to Europe soon.
So it's launching in Korea first, as usual, in July. And then coming months after that, in Europe. I haven't said anything about the U.S., about North America. But Seth and I are on our knees right now asking them to do it. Just do it. Just do it. We have some news of some retaliation from China. So China is, you know, there's a lot of talk right now about Chinese tariffs.
Since the US cut ripple the tariffs from 25% to 100% on EVs coming from China through a wrench in a lot of people's plan. Well, through a wrench, we saw it coming. The administration was talking about it for a while now. And I think they also want to be a little bit tougher with the elections coming. And God knows that if someone is tough on China, that's Donald Trump.
So, you only keep up with that. But what is going to happen? As soon as you put a tariff on someone, they're going to put a tariff down on you. The Chinese are a little bit softer. They're talking about up to 25% tariff on import EVs. And it's a retaliation from the EU probe they're talking about because the EU is probing right now about doing something similar that the US is doing. And
A lot of Chinese EV manufacturers are entering the European market. I've already entered the European market and are expanding there right now. So it would be a bigger problem for them if EU follows the US because...
The U.S., I mean, there's some automated, like it's a problem right now for Polestar, Volvo, and a few others. But I think most of them are already looking at deploying factories in the U.S. So they were looking to mitigate that anyway. But brands like NIO, DYD, and a few others that have big investment in Europe already, that would be a problem for them.
Now, I doubt they're going to go like full U.S. at 100%, but, you know, if China is talking about 25, I'm sure EU is talking about 25 and they're going to do that. Now, for the U.S. EVs in China, I don't know how big of a deal that is. Like, who's importing EVs from the U.S. to China? Tesla, Model S and X? I don't think there's a lot coming over. Maybe some Cadillacs and some...
Buick, I don't know. Buick, they make over there. Yeah, Buick's the only maker in China. Most U.S. automaker and European automakers are partnering with EV companies. I mean, it's probably stuff like Corvettes and weird expensive things that people aren't really going to freak out about a 25% tax. Yeah, there's going to be some Chinese millionaires that are going to have to pay 25% taxes on those. Lucid announced cutting their U.S. workforce by 6% today.
So they filed a new 8K filing with the SEC to announce the restructuring. So they emailed all the employees today also saying that they're going to cut the job. It's not going to affect the hourly manufacturing and logistic workers. It's only going to affect, it's going to affect employees at all levels except those. So including leadership and mid-management level, representing a 6% cut on the entire workforce. They're going to,
It's going to be over time though. They say that's going to be until Q3 2024, by the end of Q3 2024. So we're still in Q2 right now. So it's going to be through a full quarter here. It's not going to be like someone coming in into a company with a chainsaw just cutting around everywhere. We've seen that before recently. Who are you talking about? Just a general example. Okay.
So there's going to be also severance payment, employee benefit and stock-based compensation. Lucid expects around $21 to $25 million in charges. About $19 and $22 million will be primarily reported in Q2 and then the rest will bleed into Q3.
Yeah, it's the, you know, you said is losing money on all their cars right now and they need to tighten the belt to survive until the gravity comes up and the gravity is expected to be sold in much greater volume than the air, especially in the US. And, you know, you have this nice little charge here too that kind of tells you why this is happening. It's called a stock price charge. But they still have some money, you know, they have big backers with the Saudis.
The, uh, the, nobody's freaking out yet. Um, I did go to the lucid dealer in the Westchester mall. Um, and they, you know, I was like, Hey, when you get into gravity, I want to check it out. And they're like, there's one in the East coast and they're moving around store to store. So call your local, if you're in the East coast and want to see it, call your local, uh, showroom and figure out where it is. Yes.
All right, Ford is following Tesla in bringing out, well, they went even deeper than that. For the Mustang Mach-E, they're bringing 0% APR. So Tesla just brought like the 0.99% APR on the Model Y. So Ford is getting one even crazier at 0%. I don't know if there are specific terms on this.
Don't say anything specific about it. Okay. So four-year went to 1.9 from 2.9. So if you want a four-year, you just pay 2%, basically. And then if you want a 60-month term, it's 0.9%, just like Tesla. And then the 72% term are 2.9. So which one of those? That's six years. Six years.
Yeah. People are leasing a car for six years. Buying. Well, these are financing terms. Oh, yeah. God, it's a long time. I mean, rates will probably be down by then or not. I don't know. Who knows? I hope so. Yeah. All right. Let's jump into the comment section.
All right. Seth and Fred swapped beards. That's true. Question. Have you all heard anything lately about the level two charger connector that was installed as part of your home's electric meter panel? I'm confused. I'm not sure exactly what you're referring to there. I don't own any level two chargers personally, even though I have two of these. Really? No, that's not true. Technically, I'm the one that installed the one at my parents' house when I was staying there. How do you charge at home?
I charge on 10, 110 volts. I have no problem with 110 volts personally. Really? Yeah, never had any issues. I mean, I did that for a while as well, but I didn't know you were in that camp. Yeah, I'm planning on doing it. Do you have like a crazy electrical system?
Yeah, that's in my garage. I have a separate garage and I have a crazy one there. And I'm planning on doing like, I haven't touched it above the house. And it's kind of, it used to be like a mechanics garage for semi trucks. So it's, you know, it's weird looking garage. So I'm planning to renovate it at some point. And when I do that, I want to put one, but I never had a need for it.
I work from home. I don't have kids to be a taxi for or anything like that. So normally I come home and I plug it for a while and just, you know, I'm fine. All right. Thanks to Tega85. Appreciate it. Personally, I would like an independent assessment on the utility and safety of the swipe to shift. Tesla has vested interest in promoting their technologies, not objectivity.
Yeah, well, I shared my opinion already, but again, it's one day of using it nonstop. And in a parking lot situation, like right now, I'm in this Airbnb that's in the middle of a park, of a state park, a county park, whatever.
And it's a very weird, like, parking. It's a public parking situation. And I have one spot that's reserved for me because this happened to be, like, a little cottage in the middle of the park that I'm renting right now. And it's a really weird parking situation. And to get out, I need to, like, go back and forth a few times to move this giant truck. And it just feels so weird to, like, go whoop, whoop, whoop, whoop, whoop, whoop.
like that and you know and i'm being super careful obviously it's not my truck so i don't like i swipe and i'm making sure like okay i'm reverse i'm in drive while if you have like just one of those talk it's just you know it's natural everyone's done it at some point um i just i don't i don't feel like the value of like not having it it looks cleaner i'm gonna give you that franz and all the designer behind it it does look cleaner
The usable experience is not great. I know Tesla just released the auto shifting. I couldn't unlock it on the Cybertruck. I know maybe it's not available on Cybertruck just yet. Like I tried to unlock it. It didn't work. If it does at some point, I'm going to try it. But I don't have high hopes for it, to be honest. But maybe after a week, I was like, ah, you know, I got used to it and it's nothing. I don't know. All right. Moving on. Question.
If in retrospect, the Tesla truck had been more conventional and conforming to traditional form factor, doesn't the Cybertruck seem now like an epic blunder? Yeah, I don't know if I agree with that because there's so many people that hate it, but there's enough people that love it that it's going to most likely be a successful vehicle program in volume, in terms of volume.
I had this guy come up to me yesterday while I was parked and he's like, I have one in reservation. It's the first time I see it in person. So I'm so glad to see it in person. It is so ugly. I cannot wait to get one. Some people just love it for being unique too. So there's some value in that, I think, like in the uniqueness of it.
Yeah. But maybe that's going to wear off or maybe that's going to be something that, uh, changes over time. I don't know. I, I'm, I'm with you on that. Like currently, I think it's such a, you know, like it's more expensive than other trucks and people are buying as many as they can make. So it's good. But I think at some point maybe it won't be as head turning. I don't know. We'll see. Yeah. Most likely it won't be. Um,
But it's a great marketing tool for Tesla. A lot of people just asked about it. Like, what is this? It's a Tesla. Oh, cool. I know Tesla. I like Tesla. It makes people talk about Tesla. True, true, true. All right. FSD Hopium. I think it's too early to say it's been a blunder.
All right. Well, we'll see. When do you think the foundation series prices will fall off and price will go down? Ford and Rivian seem to struggle to sell trucks at 70K. So how will Tesla sell at 80K? And I think that's kind of what we were saying is, you know, it's such a weird mobile in a good and bad way that they can demand a higher price because people who want to drive around and have people stare and take pictures and all that stuff, they're willing to pay a premium.
When that's not a thing that'll happen anymore in two or three years, then maybe that won't be a premium feature.
Oh, this might be for you. I heard someone mention living in Quebec. Do one of both of you reside there? I believe that would be Fred. Yeah, I think Rich already answered that. Seriously, this is going to be a little conversation that we can skip. All right. Spikes43, I don't think it's a blunder. The 150 competes against gas versions and the Rivian competes against the Maverick and Tacoma at double the price. The Cybertruck has no alternative.
All right. My old boss is running Zoox, which has been operational for a few years. I don't know the context there. Yeah, Zoox is an autonomous device.
vehicle for like commuting and thing okay i haven't heard much about him so what there's also a zoox uh e-bike but uh it's kind of a bmx e-bike anyway uh so what elon is saying is you're going to get ai and robotics but if you don't pay up my protection money you're not going to get any control over it i mean kind of but like that's not the most troubling part of it from an investor standpoint
Yeah, I mean, there's this great meme that's going on right now on X where it's like Elon knocking at the door of a little fortress. The guy opens the little sliding door. What do you want? He's like, give me 25%. And the people there are like, why should we do that? So I can protect you. And they're like, protect me from what?
From what I'm going to do if you don't give me 25%, which seems about right. Again, I agree with a lot of people. A lot of people are defending Elon, which is not even a defense, but they're like, he cannot take away AI products.
He cannot legally do it, sure, but there's a lot of damage he can do as CEO of the company right now. And we cannot remove him as CEO of the company if he starts doing those damages because the board is backing everything he does. So there is a governance issue at Tesla and it should be addressed. And the only way I can see being addressed right now is to vote completely against the board on everything until they get the message. It's as simple as that.
All right. Plus, it allowed them to deploy the new casting technique and tech in a high price, higher margin product and then scale down. Something to consider. That is something to think about. Somehow he thinks he's Skynet itself. LOL.
All right, we got a lot of Russell here. Maybe we'll move on. Skeptic says the Kia EV3 or Rivian R3. For me, it's the R3X. Glad to see both smaller cars on the horizon since Tesla decided to destroy itself by focusing on Robotaxi. On Robotaxi, nobody wants. I mean, the Kia EV3 could be here like...
at the end of the year or probably next year at best um the r3 is like 20 26 or 7 it's like unless they change their mind i mean they can change their mind but how do they how do they scale up a car from like yeah i mean i mean if they they bring the r3 before the r2 yeah i mean or they you know make it a variant or something i agree uh i would love to see it but i just don't know that rivian can can pull that um in their current situation uh it's a it's a
amazing concept i um i drool over it um and you know i would also throw in like um volvo's got an ex30 like off-road version um coming i think they set a year out so you might want to think about that one as well although that's going to be made in china and probably have 100 tax so whatever
Or actually, you know, this is just a total side note, but they're making Volvo EX30s in Brussels now. Or they're, you know, they're ramping up to do that. So I wonder if they're going to export them from Brussels to the US and then China to the EU because I don't know. Anyway, it's just a weird thing. All right. Let's move through these a little quicker here. Duane O'Donoghue, anyone looking at Canoe? Yeah, they're making like four or five cars a year.
We saw a couple mail trucks, USPS mail trucks, canoe ones. Yeah, I've seen the images of that. They're doing some stuff there. They're still alive. Yeah. He likes the canoe vehicles, but the production is four cars a year. Oh, yeah, I must have saw that. Yeah, I don't know if it's a good investment right now, but I hope the best for them. All right, Dan Oberstay, re-replacing Kimball and Murdoch. If Tesla replaces those two with Warren, oh, God.
David Lee. Well, yeah. Why not replace them with Omar? They'll be in the exact same sycophant board member position. Yeah, I guess. Yeah. I had to take a hard look because it didn't look like Seth. Did he lose weight in a beard? I have lost a little weight and I have lost a beard. So yes, that's me. Good observation. Thanks, Rich. That's what I thought given Fred's accent. Okay. All right. I don't have an accent. What are you talking about? I don't know what anybody's talking about.
All right. We're talking about Montreal. Yeah. Hummer for towing. The all-electric family on YouTube does. Yeah, I think I've actually seen that, Dan. I should look it up. It's interesting. The EV3 front end looks a bit too much like the Lordstown Endurance. Oh, wow. I don't even think I dedicated a memory cell to the look of the Lordstown Endurance. It was a pickup truck. Yeah, that's a weird thing.
Lucid Store in San Jose Mall has the Gravity on display, but it's roped off. Okay. That's kind of what Tesla was doing with the Cybertruck early on. Didn't Tesla release 2023 Autopilot data in February of this year? Question? Not aware of that. I said this week they posted the... I thought they posted the whole update since...
uh Q2 crew 4 of 2022 if they did release the data before I missed it but anyway I think my point is still good like they didn't release the data until it started getting better and they stopped releasing it in Q1 2020 they didn't this they didn't release the report for Q1 2023 which was one that looked bad like that was like a big reduction in miles per crashes between crashes
So, yeah, I'm just I mean, I'm glad to see that Q1 2024 looks really good. Like it looks an improvement, even though the data is, you know, it's not great data. It's only good to compare it against itself. Like you cannot compare it to anything else. But but yeah, I think it's disappointing that Tesla just, you know, we'll stop releasing it now. Don't say anything about it. And it just happened that that quarter was was not great at all.
All right. Skeptic says, I thought the PT Cruiser was cool at first because it was so unique. Didn't hold up very long though. Yeah. It was somewhat popular though. In Quebec, there was a lot of PT Cruisers. Was there? I agree that it's ugly, but yeah. Yeah. All right. Over the years, I've traveled from the mid-Atlantic USA to the Western USA and Canada. I have a family on Vancouver Island, West Van, and around Kootenai Lake. I hear Montreal is a great place to visit. Okay. Yeah. You should visit it, especially in the summer. It's beautiful.
Hey, maybe he's got a place in Vancouver you can go hang out. Oh, yeah. Tyler Hilliard's been, I believe. There's no way that it was that on February 23 because I look as late as December. Maybe it's 2024. Oh, okay. Yeah. That's possible. I don't know.
All right, Fred, thanks for the additional feedback based on your personal experience. And again, I'm going to have a lot more to say next week after. Sorry about that. Next week about it. I expect my opinion to change. And, you know, my girlfriend is here, too. And she, you know, she's a video editor and everything. So she's going to help me film a few things about it. So I'm going to have some clear like visual aids also for next week. I'm not just just talking to you guys. So that's going to be useful.
and uh yeah i'm looking forward to it and then you know next week we're gonna have a lot to talk about next week because i think so with 24 yeah so i think the 28 is when i can talk about and i can only talk about the gt next week i cannot talk about the mackie rally which is a bummer because i really want to talk about the rally but yeah i'm gonna be able to talk about the gt which you know was a nice update too like we already talked about it a little bit but i can share my driving experience um and then rivian
I don't know what's, not Riven's going to be the podcast in two weeks. But yes, thank you everyone for listening to the show this week. Thank you, Antonio. And I hope you have a safe weekend. And if you do enjoy the show, please give us a like, a thumbs up and all those things. They help the show a ton, free to do. And we appreciate when you do it. And we'll see you same time, same place next week. Have a good one.