#Tesla #Robotaxi #ValuationModel #Implications #FutureOfTransport #FSD
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00:00 - Introduction to Real Project and Baby AGI
02:00 - Tipping Point
02:15 - Tesla's Approach vs. Other AI Players
02:30 - Elon Musk on FSD as Baby AGI
02:55 - Cathie Wood's Prediction: Robotaxi by EOY
03:20 - Karpathy: FSD's Superiority to Human Drivers
04:09 - Torque News: RT and FSD Developments
04:30 - The Non-Trivial Nature of FSD
05:05 - Driverless World Timeline Predictions
05:30 - The Genesis Story of Robotaxi
06:45 - Tesla's Vision for Autonomous Fleet and Network
07:30 - Revenue Sharing and Regulatory Challenges
08:15 - Emphasis on Safety, Reliability, and Technology Advancements
09:00 - Hardware Readiness and Cost Efficiency of Robotaxis
09:45 - Global Expansion Plans for Tesla Robotaxi Service
10:30 - FSD's Value Proposition at $199 a Month
10:45 - Tesla's Shift to Focus on Robotaxi Production
11:00 - Unveiling Date and Mass Production Goals for Robotaxi
11:15 - Features of Tesla's Dedicated Robotaxi Model
11:30 - Advanced AI Capabilities and Challenges in Achieving Full Autonomy
11:45 - Visual Representation: What Robotaxi Looks Like!
12:00 - Robotaxi's Operational Value and Economic Impact
12:26 - IA's Back of Napkin Robotaxi Valuation Model Part 1
16:30 - Anticipation for Robotaxi Model Success
17:15 - Robotaxi Implications: 2nd & 3rd Order Effects
18:00 - Future Valuation Considerations and Market Size
20:20 - Tesla's Competitive Advantage in AI and Robotaxi Market
21:30 - Unique Aspects of Tesla's Approach to Level 5 Autonomy
22:15 - The Unmatched Safety of Tesla Cars