嘿，大家怎么样？我是All Things EV的Sean。这段视频是对今天早些时候举行的Tesla股东大会的快速回顾。我想介绍其中的一些亮点，以及我认为真正值得关注的一些内容。会上提出了关于Tesla未来的一些极其有趣的观点和见解。好了，他们说的第一件事是，Model 3的销量超过了所有竞争对手的总和。

他们接下来提到的是，按销售收入计算，Model 3是美国所有汽车中最畅销的车型；这实际上应该会让Toyota和Honda等一些传统汽车制造商感到恐惧，因为他们销售大量轿车，我想还有SUV。但他们销售的一些最受欢迎的车型，也是一些最畅销的车型。这应该会让他们感到恐惧，因为现在有这样一家电动汽车公司；不仅如此，还有这样一款售价40,000美元及以上的豪华车，正开始侵蚀这些价格更低的车型。

如果他们拿不出什么产品，这对他们来说将是非常、非常糟糕的消息。事实上，据我所知，Toyota和Honda在任何类型的电动动力总成方面都没有什么成果可展示。这对他们不利。我知道Toyota最近因为这、这一系列电动汽车而登上新闻，但他们在这方面落后得相当远。下一项并不太令人意外。我本周早些时候看过一张关于这一点的图表。

从销量、车辆数量来看，Model 3的销量超过了Mercedes C级、BMW 3系、Audi A4、Lexus。无论对价格更低的汽车还是价格相同的汽车来说，情况看起来都不妙。而这里疯狂的一点在于，这些都是汽油车。这并不是Tesla在侵蚀其他电动汽车竞争对手的份额，而是Tesla在侵蚀其豪华车竞争对手的市场份额。这是一件非常、非常值得观察并密切关注的事情。

如果Tesla继续这样做，而其他汽车制造商、这些豪华汽车制造商又不推出在续航里程、性能和软件方面可与之媲美的产品。埃隆接着说，没有任何电动汽车的续航里程超过2012款Model S。我认为他说的是85千瓦时的Model S，这、这确实令人印象深刻。这。我真的不明白，为什么这、这些生产电动汽车的汽车制造商没有推出续航里程更具竞争力的电动汽车。

他说，这个，这真是个很好的消息。那算是小小地卖了个关子，透露了一点东西。我认为那会非常、非常快地到来。他原话说：“用不了多久，我们就会有一款续航里程达400英里的汽车。”

你知道，我的想法是，除非这件事马上就要发生，否则你不会谈论它。然后他接着说，90%的订单来自非预订用户。这对我来说并不意外。他们目前其实并没有一份正在据此处理订单的预订名单。他还说，63%的置换车辆是非豪华汽车。我的意思是，这其实也是一件非常、非常重大的事。正如我之前提到的，Tesla不仅在蚕食其他豪华汽车竞争对手的市场份额，也在蚕食本田和丰田生产的这些价格较低车辆的市场份额。

所以这对Tesla来说太棒了，对丰田和本田，以及实际上所有豪华汽车制造商来说都是坏消息。他说，Model Y的需求将高于S、X和3的总和。我们或许能把风阻系数降到比Model 3更低。所以这里并没有什么真正令人意外的地方。我记得他在最近的一次财报电话会议上说过，Model Y的需求将高于S、X和3的总和，但风阻系数会优于Model 3。这对我来说真的、真的很有意思。

我很想听到并进一步了解这方面的情况。他说，Model Y将在2020年秋季达到量产规模。他们的内部目标还要稍早一点，所以他们有可能现在就开始生产。这里需要特别留意的一点是，他说的是量产。所以这可能意味着他们会在2020年夏季的某个时候开始生产Model Y，这非常好。我认为，上路的这种车越多越好，因为它确实是一款很棒的汽车。

今年3月，我有机会亲眼见到它。在里面暴动。而且他在这次股东大会上说的确实没错，一款汽车拥有出色设计的真正标志，就是它的内部感觉比从外面往里看时显得更大。他们正在积极为欧洲的4号超级工厂寻找选址。相关决定将在年底前作出。这非常合理。Tesla从一开始的目标，就是在每个大洲都建一座超级工厂。

他在今天的这次会议上重申了这一点。而且你知道，这最终应当会降低所有人的购车成本，并缩短这些车辆的运输时间，因为目前他们是在弗里蒙特生产汽车，再把它们运往欧洲。上海超级工厂很快就会完工，之后他们就能在那里为中国和亚洲市场生产汽车。他还提到，他们可能会在中国再建一座超级工厂，因为那里的市场实在太庞大了。

大约在这个时候，埃隆邀请了JB·斯特劳贝尔，他是他们的技术负责人，同时还邀请了他的一名后辈德鲁。我想我没听清他的姓。他们两人都走上台，最后埃隆和JB把德鲁介绍给了观众。这是第一次。他的脸看起来非常眼熟，所以他以前可能参加过某种演示或会议。我只是想不起来了。我脑中一直有个想法，你知道，最近有一些文章说，JB已经不像以前那样经常出现在办公室里了。

看着他们交谈时，我心里有一部分开始想。我在想，这是否意味着德鲁开始接手JB的职责，而JB则转去公司内部或外部做其他事情。我并没有任何真正确切的信息，但当我看着德鲁与JB和埃隆一起站在台上时，脑中想到的就是这些。接下来，他稍微谈了谈移动服务，以及他们如何继续扩展这项服务。

他说，他们已经在旧金山试行了这些移动服务车，它们会前往你所在的位置并修理你的汽车；他说，服务包括保险杠维修和轻微碰撞维修。所以看起来，他们希望为这项移动服务推出更多功能。他提到，汽车会主动订购零部件，并把它们送到最近的服务中心，以便这些移动服务车能够外出进行维修。他沿着同一个话题继续说道，他们将把大量车身维修工作转为内部完成。

我想，他已经在2018年第四季度财报电话会议上说过类似的话，目的是改善客户服务。有一件事始终让我有些摸不着头脑，在多次公开谈话中，埃隆说，埃隆把很大一部分责任归咎于第三方车身维修店，但根据我与Tesla以及本地区其他车主打交道的经历，我的印象是，瓶颈未必在车身维修店。

瓶颈在于零部件，以及Tesla提供的零部件是否有货。所以对此我一直摸不着头脑。但希望有更多车身维修店和更多车身维修选择，即使是Tesla提供的，只要他们做得好，就是一件好事。这个消息真的、真的很不错。它与皮卡有关。他说，希望能在今年夏天发布这款皮卡。所以，如果你看过我几期视频前那条关于皮卡的视频，我们上一次听到的消息，是今年早些时候他在一次财报电话会议上说，希望能在今年夏天发布它。

他再次强调了今年夏天发布这款皮卡的目标。所以现在是6月。我知道自己在上一条视频里说当时是7月，而且我还在评论区和某个人开玩笑，说我来自未来，但你知道，现在是6月。那么严格来说，夏天什么时候结束？严格来说，夏天是在8月结束吗？因为我认为秋天从9月中旬开始。所以我猜，严格来说，我们看到这款皮卡的时间可能会推到8月，或者也许是9月初。

不过祈祷好运吧，希望我能收到邀请，我肯定会到场。我会重新安排自己的日程，参加那场活动。因为埃隆已经为这款卡车造了很多势，而这让我超级兴奋，特别是今天他谈到电芯生产和电芯限制之后。他说了一件事，也就是我在5月那条关于Maxwell的视频中隐约提出过的一个想法，那就是。

他原话说：“我们可能会进入采矿行业。”引文结束。这对我来说并不意外，因为Tesla和埃隆·马斯克都非常重视垂直整合。我在很大程度上认为，如果他们买下采矿设施，埃隆就能对生产流程拥有更多一点控制权。所以你最终可能会看到Tesla收购矿业公司，从而提高效率，同时增强可持续性并更加环保。

比如说，我这里只是在顺着想象往下说。他们最终购买了挖掘机，并用Tesla电池和Tesla电机改装这些挖掘机，为它们提供动力，把这作为让这一流程更加环保的方式之一。我确实认为，钴的问题，乃至总体上的金属开采问题，都让埃隆感到恼火，而且他不喜欢这件事会造成这种环境影响这一事实。

所以请留意，很快、很快就会有更多关于这方面的信息。我要讲这里的另一个要点，这一点超级令人兴奋。电池和动力总成投资者日可能会在今年夏天举行，希望最迟在年底前举行。所以我认为，等他们举办这场电池投资者日时，我们将了解到多得多的信息，不仅涉及电芯生产中的电芯限制，也涉及他们打算如何处理 Maxwell，以及这将如何影响他们为生产比目前更多的汽车所需达到的电芯产量。

他说，电池电芯的规模化生产和每千瓦时价格，以及完全自动驾驶，应该是投资者最应关注的战略指标。所以本质上，他明确列出了公司要发展到下一个阶段最重要的事情在哪里，也就是电池和电池生产，以及完全自动驾驶，这非常合理。

然后在那之后，他开始暗示我认为会在这场电池投资者日上公布的内容。他说，引用原话，我们不想过多地泄露秘密。然后他似乎看向 JB，而 JB 接着说道，但我们希望进入大规模生产。随后埃隆·马斯克又接着说，还要降低每千瓦时成本并提高能量密度。所以，我认为这场电池投资者日将包括 3 件事。

第一，他们将如何解决电池的大规模生产问题。我希望你记住我这句话，因为我有一种相当强的直觉，觉得这就是他在暗示的事。所以有3件事。也许我应该单独做一期视频讲这个，因为正如埃隆所说，这是投资者应该关注的事情之一。第一是大规模生产。第二是降低每千瓦时的成本。

第三是提高能量密度。如果你一直在关注我任何一期关于 Maxwell 的视频，你已经知道 Maxwell 能做到这3件事。我会链接我最近一期关于 Maxwell 的视频，以防你想看。也许我干脆把我做过的所有视频都链接上，因为我觉得它们都以这样或那样的方式提供了有用信息。至于 Tesla 保险，他说很快就会推出，而为了发布这项消息或推出该产品，他们需要进行一项小规模收购，还需要编写一点软件。

说到产品、即将推出的产品，这可能是我了解得不够多的一个。请在评论中留言。如果你希望我采访一位保险专家、一位在保险行业工作的人，我心里有人选。你知道我说的是你。你——他是一位 Performance Model 3 车主，但他也在保险行业工作。所以请在下方评论。你们想不想看我们分析一下它可能会是什么样子？

很想听听大家对此的反馈。如果不想看也完全没关系。我不会在这上面花任何时间。如果对此没人感兴趣。皮卡的功能性要胜过 F150，运动操控性要优于基础款 911，这是对他在 Ryan McCaffrey 的 Ride the Lightning 播客中所说内容的进一步澄清。我们已经知道是 F150 的功能性和 911 的操控性，但当我开始研究 911 时，我开始琢磨，嗯，是哪一款 911？

因为有，比如说，有大约 $100,000 的那款，然后还有大约 $250,000 的那款。所以，操控性优于基础款 911 就很说得通了。他收到 SEI 提出的一个关于星链连接的问题，这也是我曾提出过的一个想法。他作了进一步澄清，而我对这个想法没那么乐观了。不过，在他说完这些之后，确实还留了一点余地。他说，需要安装在任何接收该互联网连接设备上的单相阵列天线，大约有一个中号披萨那么大。

他说他们可以把天线做得更小，但很可能会依赖——他说他们可以把它做得更小，但他们的车辆很可能仍会依赖蜂窝网络连接互联网。他还说，这并不适合高密度城市。它更多是面向服务不足的农村地区。我仍然认为他们可能正在研究某种东西，只是还没准备好就此发布任何消息。他说他们可以制造更小的天线，这一事实意味着他们至少正在考虑这件事，并且可能正在研究一些实现这一点的概念。

我确实仍然认为，把这种互联网能力纳入内部非常有意义。正如我之前在关于星链的视频中提到的，如果他们拥有车辆用来来回传输数据、以训练神经网络的互联网，就能更大程度地掌控自己的命运，而且数据传输也会更快；如果通过蜂窝网络从那些汽车传出的数据量不受限制，你就能更快地训练神经网络。

总之，我做过一期相关视频。你可以去看看。我也会把它链接在视频简介里。网约车。这里有非常、非常、非常重大的消息。所以在那次自动驾驶投资者日上，有人问了他一个问题，提出的正是这个想法：在实现完全自动驾驶之前，为什么不让车主、现有 Tesla 车主成为这个网约车网络的某种、某种过渡桥梁。他说，你知道，由人类司机在网约车网络中驾驶是有道理的，引述原话，“有道理”。

然后他说，引述原话，“我们很可能会这么做。”这太重大了。这意味着，如果你是一位 Tesla 车主，想赚点外快，那么你可以在 Tesla 网约车网络上开车，而不是给 Uber 或 Lyft 开车。实际上，我真的很好奇，想进一步了解这件事，因为每当我乘坐 Lyft 或 Uber 时，总有一件事会让我有些犹豫。事实上，我今天乘 Lyft 去了市中心参加一个会议。

我选择 Lyft 而不是 Uber 的原因是，Lyft 正在购买碳信用额度，以抵消他们排放的那些碳。但想象一下，如果你可以选择一个全部使用电动汽车的网约车网络。如果你关心、关心环境，关心减少污染量，我绝对会选择 Tesla。即使我不拥有 Tesla，或者没有 Tesla，但关心环境，只要可以选择，我肯定每次都会要求由 Tesla 来接我。

拖曳能力。一位特别友善的女士问了一个关于皮卡拖曳能力的问题。她似乎是在问它的拖曳能力会怎样，因为她有马匹需要拖运。埃隆说，它将达到或超过 F150 的能力。天啊，我忍不住觉得他大大淡化了这款 Tesla 皮卡的能力。我知道，你们有些人因为我上一期关于皮卡的视频而批评我，因为我说我认为它可以轻松拖曳 £80,000，和半挂卡车差不多。

所以，你知道，也许它拖不了 £80,000，但我们、我们假设它能安全拖曳 £20,000 或 £30,000。我知道还存在制动问题。你需要确保，无论车辆的总拖曳重量是多少，那辆卡车都同样能刹得住。所以是 £20,000、£15,000。我认为他们肯定会想超过 F150。以我对埃隆·马斯克的了解，他喜欢改变，算是在他的某些规格参数下面画条下划线。

所以你知道，我猜拖曳能力是 20,000磅。

好了，这里最后一点信息是，他收到一位印度人士的提问，问他们什么时候会进入印度。埃隆说，他们很可能会在明年年底之前进入印度市场销售车辆。我想是这样。对，到明年。所以不一定是到明年年底。不确定具体什么时候。但他确实说，为了进入印度市场销售车辆，他们还需要跨过一些额外的漏洞或障碍。

我认为那是一个巨大的市场。他们的污染很严重。所以从市场份额的角度来看，能够进入印度市场非常有意义。以上就是我认为这次股东或投资者会议中真正有价值的内容回顾。如果你想看完整版，它有2个小时。你可以跳过前30分钟，因为他们在那里讨论了对一些新提案进行的投票，这样你就能直接看到全部内容的核心部分。

大约1个半小时的演讲。如果你有任何问题，我很想在下方评论区看到。我也感谢你观看这期视频。下期再见。

Hey, what's going on, everyone? It's Sean from All Things ev. And this video is a quick recap of Tesla's shareholder meeting that took place earlier today. I want to go through some of the highlights and some of the things that I thought were really noteworthy. There were some incredibly interesting points and insight made about the future of Tesla. All right, so the first thing that they said was that the Model 3 is outselling all competition combined.

The next thing that they mentioned was Model 3 is the best selling car by revenue of any car in the US and this actually should terrify some of these traditional automakers like Toyota and Honda because they sell a lot of sedans and I guess SUVs as well. But some of the most popular vehicles that they sell are some of the most best selling. And this should terrify them because you've got this electric vehicle car company and not only that, you have this luxury vehicle that's selling for $40,000 and up that is starting to erode at these lower priced vehicles.

And if they don't come up with something, this is going to be really, really bad news for them. In fact, I know that Toyota and Honda do not have anything to show for any sort of electric powertrain. This is not good for them. I know that Toyota was recently in the news with this, this lineup of electric vehicles, but they're quite far behind there. The next one did not come as too much of a surprise. I saw a chart on this earlier this week.

Model 3 outselling the Mercedes C Class, BMW 3 Series, Audi A4, Lexus is in terms of units, number of units. This is looking bad for both lower priced cars and equally priced cars. And this is the crazy thing here is that these are gasoline vehicles. This is not Tesla eroding away at other electric vehicle competitors. This is Tesla eroding away market share at their luxury competitors. And this is something really, really fascinating to watch and to keep a close eye on.

If Tesla continues to do this and these other automakers, these luxury automakers do not come out with something that is comparable with range and performance and software. Elon goes on to say that no EV exceeded the range of the 2012 Model S. I think he's talking about the 85 kilowatt hour Model S which, which is, it's impressive. It's. I truly don't understand why the, these automakers who are making EVs don't have EVs that, that have range that is, are more competitive.

He said that this was, this is a really good one. That was a Little bit of a tease and a morsel of something. I think that is going to be coming very, very soon. He said, quote, it won't be long before we have a 400 mile range car.

You know, my thought is there you don't talk about that unless it's about to happen. And so continues on to say 90% of orders are coming from non reservation holders. That that's no surprise to me. They don't really have a reservation list that they're working with or from at the moment. He also said that 63% of trade ins are non premium cars. I mean this, this is actually a really, really big deal as well. And as I mentioned before, Tesla is not only eroding market share from their fellow luxury competitors, but they're eroding market share from these lower priced vehicles that Honda and Toyota make.

So fantastic for Tesla, bad news bears for Toyota and Honda and really all of the luxury carmakers. He says Model Y demand will be better than s x and 3 combined. We might be able to get the drag coefficient lower than the Model 3. So no real surprise here. I believe he said this on a most recent earnings call that Model Y demand will be greater than SX and 3 combined but drag coefficiency better than model 3. That to me is really, really interesting.

I would love to hear and learn more about that. He says that Model Y volume will hit in fall of 2020. Their internal goal is a little bit sooner, so it's possible that they could start producing now. One thing to key into here is that's volume production. So that possibly means that they're going to start production of the Model Y sometime in the summertime of 2020, which is great. The more of these that get on the road I think the better because it really is a fantastic car.

I had a chance to see it in person this past March. Riot in it. And it's true what he says in this shareholder meeting, that the true mark of a great design of a vehicle is that it, it is feels bigger on the interior than it looks from the outside looking in. They are actively searching for a location for Gigafactory 4 in Europe. A decision on this will happen by the end of the year. This makes a lot of sense. Tesla's goal from the very beginning was to have a gigafactory on every continent.

He reiterated this in this meeting today. And you know this, this ultimately should reduce the cost of cars for everyone and shorten the transit time for these vehicles being shipped because right now they're making them in Fremont and they're shipping them to Europe. Soon they'll finish the Shanghai gigafactory and they'll be able to produce cars there for the Chinese and Asian market. And he also mentioned that they might potentially make another gigafactory in China because it is such a huge market there.

Around this time, Elon invites JB Straubell and which is their head of technology as well as one of his understudies, Drew. I don't think I caught his last name. They both come up on stage and eventually Elon and JB introduce Drew to the crowd. This is the first. His face looks really familiar, so he probably was on some sort of presentation or meeting. I just can't place it. One of the thoughts that has been going through my mind is, you know, there's been these articles that have run recently where JB has not been around as much at the office.

Part of me started to think as I was watching them talk. I wonder if this is the beginning of drew taking over JB's responsibilities and JB moving to something else inside or outside of the company. I don't have any really concrete information on that, but that was what was running through my head as I was watching Drew on stage with JB and Elon. Next he talks a little bit about the mobile service and how they're continuing to build that out.

He says that they have trialed in San Francisco these mobile service vans that will go out to you and fix your car, he said, including bumpers and minor collision repair. So it looks like they're wanting to roll out more functionality for this mobile service. He mentioned that the car will proactively order the parts and send them to the closest service center so that these mobile vans can go out and fix it. He continues on on that same note and says that they're going to be moving a lot of body repair to in house.

He's already said something like this in I think the Q4 2018 earnings call to improve customer service. This is one thing that I've always sort of scratched my head about in numerous conversations publicly, Elon says Elon has put a lot of blame on the third party body shops, but my impression is just, just based on my dealings with Tesla and other owners in the area is that the bottleneck is not necessarily the auto body shops.

The bottleneck is the parts and the parts availability coming from Tesla. So I've always scratched my head on this. But hopefully more body shops and more body shop options, even if it's Tesla, is A good thing as long as they do a good job. This is a really, really good one. This is about the pickup truck. He said hope to unveil the pickup truck hopefully this summer. So if you watched my video from a couple of videos ago about the pickup truck, the last one we had heard was earlier this year on an earnings call where he was saying that he hoped to unveil it this summer.

He underscores this goal of revealing the pickup truck this summer. And so it's June now. I know on that last video I said that it was July and, and I joked around with someone in the comments by saying that I'm from the future, but, you know, it's June now. So when does summer technically end? Does summer technically end in August? Because I think fall begins in mid September. So I guess technically it could be this could roll into August or maybe beginning of September that we see this pickup truck.

But fingers crossed, hopefully I get the invite and I will definitely be there. I will rearrange my schedule to be there at that event. Because Elon has been pumping this truck up a lot and it's making me super excited, especially after today when he's talking about battery cell production and cell constraints. He says something that I sort of floated the idea of in the last video about Maxwell back in May, and that's.

He says, quote, we might get into the mining business. End quote. This doesn't come as a surprise to me because Tesla and Elon Musk are all about vertical integration. And there's a big part of me that thinks that Elon can control a little bit more of that production process if they buy out the mining facility. So what you might end up seeing is Tesla buying mining companies to make it more efficient as well as more sustainable and environmental.

So let's say, for example, I'm just sort of going down the road of imagination here. They end up buying the excavators and converting those excavators with Tesla batteries and Tesla Motors to power this as one of the ways that they make this process a little bit more environmentally friendly. I really do think that the cobalt thing and really just mining metals in general gets on Elon's nerves and he doesn't like the fact that there is this environmental impact of that.

So look for more information about that very, very soon. I'll get to another point here, which is super exciting. Battery and powertrain investor day likely this summer and hopefully by the end of the year. So I think when they have this battery investor day, we're going to know a ton more not only about cell constraints in cell production, but also what they're going to do with Maxwell and how that will impact the cell production that they need to get to in order to produce more vehicles than they are right now.

He says that battery cell production to scale and price per kilowatt hour, as well as full self driving should be the most important strategic metrics that investors should be looking at. So essentially he's scripting out where the most important things are for the company in order for them to grow to that next level are which are batteries and battery production as well as full self driving, which makes a ton of sense.

And then after that he starts to hint at what is coming, I think in this battery investor day. And he says, quote, we don't want to let the cat out of the bag too much. And then he sort of looks over at JB and JB continues to say, but we want to get into large scale production. And then Elon Musk picks up again and says, as well as cost per kilowatt hour lower and energy density higher. So this investor battery day is going to include, I think, three things.

Number one, how they're going to figure out large scale production of batteries. And I want you to mark my words on this because I've got a good sort of instinct that this is what he was hinting at. So three things. And maybe I should make a separate video about this because as Elon said, this is one of the things that investors should be focusing on. Number one is large scale production. Number two is lowering the cost per kilowatt hour.

And number three is increasing the energy density. And if you've been following any of my Maxwell videos, you already know that Maxwell does all three of those things. I'll link up my most recent Maxwell video in case you want to. Maybe I'll just link up all of them that I've done because I think all of them are informative in some way or another. Tesla insurance, he says that that is coming soon and that in order for them to make this announcement or introduce that product, they need to have a small acquisition and they need to write a little bit of software.

In terms of products, upcoming products, this is one that I probably don't know enough about. Put down in the comments. If you'd like for me to interview an insurance specialist, somebody who works in the insurance industry, I've got someone in mind. You know who you are. You're he's a Performance Model 3 owner, but he also works in the insurance industry. So comments down below. Do you want to see us break down what that potentially could look like?

Would love to get some feedback on that. If not totally okay. I won't spend any time on that. If there's no interest in that pickup truck to be more functional than an F150 better sports handling than a basic 911 this was some more clarification on something that he said on Ryan McCaffrey's ride the Lightning podcast. We already know the functionality of an F150 and handling of a 911, but when I started to look at the 911 I started to wonder, well, which 911?

Because there's like, there's like the $100,000 one and then there's like the $250,000 one. So better handling than a basic 911 makes a lot of sense. He gets a question from SEI about the Starlink connection, which is an idea that I floated. He adds more clarity and I'm not as bullish on the idea. After he said this, however, he did leave a little bit of a door open. He said the single phase array antenna that would need to be put on whatever is receiving that Internet connection is about the size of a medium pizza.

He said that they could make the antenna smaller, but most likely rely on he said that they could make it smaller, but they would most likely rely on cell networks for Internet connection in their vehicles. And he also said that this is not ideal for high density cities. This is more for the underserved rural areas. I still think they may be working on something, but not ready to make any announcements about this. The fact that he said that they could make a smaller antenna implies that they're thinking about it at least and potentially working on some concepts to do that.

I do think it still makes a lot of sense to bring that Internet in house. As I've mentioned before in the video about Starlink, they're able to control a lot more of their destiny if they own the Internet that the vehicles are transmitting data from to and from to train the neural net as well as you just get faster transmission of data, you're able to teach the neural net much quicker if you're not capped at the amount of data that is leaving those cars through cell networks.

Anyways, I did a video on that. You can watch that. I'll also link that up in the video description Rideshare. Huge, huge, huge news here. So in that Autonomy Investor day, he did get a question from someone who posed this very idea of why not letting Owners, current Tesla owners be the sort of, sort of bridgeway of this ride share network before they get into full autonomy. And he said that, you know, human drivers driving on the rideshare network makes sense, quote, makes sense.

And he said, quote, we will probably do this. This is huge. This means that if you're a Tesla owner and you want to make some extra cash instead of driving for Uber or Lyft, you can drive on the Tesla rideshare network. And I'm really actually curious to know a lot more about this because here's one thing that I always sort of hesitate whenever I take a Lyft or an Uber. In fact, I took a Lyft to today downtown for a meeting.

The reason why I chose Lyft over Uber is because Lyft is, is purchasing carbon credits to offset that carbon that they're emitting. But imagine if you could select a ride share network that was all electric vehicles. If you care about the, the environment, you care about reducing the amount of pollution, I would absolutely go with Tesla. And even if I didn't own a Tesla or didn't have a Tesla but cared about the environment, I definitely request to get picked up in a Tesla every single time if I had the option.

Towing capacity. You get a question about the pickup truck towing capacity from a female super sweet gal. It seemed like she asked what the towing capacity will be like because she has horses that she wants to tow. And Elon said it will meet or exceed the capabilities of an F150. And man, I couldn't help but think he was significantly downplaying the capabilities of this Tesla pickup truck. I know some of you have given me a hard time about my last video about the pickup truck, stating that I think that it could easily tow £80,000 similar to a semi truck.

So, you know, maybe it won't tow £80,000, but let's, let's say it tows £20,000 or £30,000 safely. I realize that you've got the braking issue as well. You need to make sure that that truck can also brake on that whatever the gross vehicle towing weight is. So £20,000, £15,000. I think they'd want to top the F150 most definitely. And knowing Elon Musk, he likes to switch, sort of put an underscore on some of his specs.

So you know, I'm going to go with 20,000 pound towing capacity.

All right, the last bit of information here, he gets a question from someone from India asking about when they will be in India and Elon says that they will most likely be in the Indian market for selling their vehicles by the end of next year. I think that's right. Right by next year. So not necessarily by the end of next year. Not sure when. But he did say that there are some extra loopholes or hurdles that they have to jump through in order to get into the Indian market to sell their vehicles.

I think that's a huge market. They've got bad pollution. So it makes a lot of sense in terms of market share to be able to get into that Indian market. So that's a recap of the things that I thought were really valuable in this shareholder or investor meeting. If you want to watch the full thing, it's two hours. You can skip past the first 30 minutes because they talk about some of the voting of some of the new things that were proposed, and that'll get you to the meat of everything.

About an hour and a half of presentation. If you have any questions, I'd love to see them in the comments down below. And I appreciate you watching this video. I'll see everyone on the next one.