sh*t let's just be real. f*ck it elon. - YouTube

Hey, in this video, you're going to hear a lot about my thoughts about Tesla and Robotaxy. Just remember that we're going to change the price on the courses on building your wealth and the stock trade alerts as soon as I wake up tomorrow. So you better hop to it. Email us at staff at mekevin.com if you have questions and we'll honor the pricing so we can make sure we get back to your pricing questions. So email us if you have questions at staff at mekevin.com.

嘿，在这个视频中，你将听到我对特斯拉和机器出租车的很多看法。请记住，我们会在明天醒来后立即调整关于建立财富和股票交易警报课程的价格。所以你最好尽快行动。如果你有问题，请发邮件至staff@mekevin.com，我们会尊重定价，以确保我们回答你的定价问题。所以如果你有任何问题，请发邮件至staff@mekevin.com。

Wow, today was an absolutely crazy day. First of all, Tesla went absolutely apeshit and then ham. Like what? We were down 6% after being only down 33 basis points. So we went from 33 basis points to down 6% to down 3% to up 4% in the after hours. What? Yeah, part of that has to do with Elon Musk suggesting that now on August 8th, we are going to introduce Robotaxy. So we need to digest all of this piece by piece. But the first thing that we need to do is we need to share this tweet.

哇，今天真是疯狂的一天。首先，特斯拉的股价绝对疯狂地涨跌。我们一度下跌了6%，只是下跌了33个基点。所以我们从下跌33个基点到下跌6%，再到下跌3%，最后在盘后交易上涨了4%。什么情况？是的，部分原因是埃隆·马斯克暗示8月8日我们将推出Robotaxy。所以我们需要逐个分析这一切。但首先我们需要做的是转发这条推文。

So I sent a tweet and I mentioned this. I said I started on social media full time seven years ago. Two things have always been true. Number one, I've always loved Lauren more and more every single day. And number two, no matter what, I will always tell you how I feel. Even if that's not the popular opinion. And I'll never stop. See, when AMC was ripping, I had a problem with the APE shares. And I was really honest with my opinion. And a lot of people were very upset about my opinion. And they just chose to not follow me anymore because they thought I was anti their movement. When the reality was I was reading through the bullshit and trying to be honest.

所以我发了一条推文，提到了这件事。我说我七年前开始全职在社交媒体上工作。有两件事一直是真实的。第一，我每一天都更加爱劳伦。第二，无论如何，我都会告诉你我的真实感受。即使那不是流行观点。我永远不会停止。看，当AMC股票飙升时，我对猿类股票有意见。我真诚地表达了我的看法。很多人对我的看法感到不满，他们选择不再关注我，因为他们认为我反对他们的运动。而事实是，我只是试图看清事实并说出实话。

When during COVID, I was honest about my concerns about certain programs versus others, people thought that I was trying to hurt them. But the reality was I was trying to help. And the same has been true of stocks that we've talked about on the channel. I've been optimistic about Peloton. But then I said when Peloton was $113, oh my God, they're having to drop prices. It's time to sell. Boy, that sounds yearly similar. Or oh my gosh, shift my go bankrupt. It's time to sell at $9. Oh my gosh. FTX is about to go bankrupt. We all need to go get out. And people are like, no, no, no, everything's fine. Sam Bagman free. It's everything's fine. And I'm like, dude, get out.

在COVID期间，我坦诚地表达了我对某些项目与其他项目的担忧，人们认为我是在试图伤害他们。但实际上我是在试图帮助他们。同样的情况也发生在我们讨论过的股票上。我对Peloton持乐观态度。但当Peloton股价达到113美元时，我说，天哪，他们不得不降价了。是时候卖掉了。听起来需要做出类似的决定。或者天啊，Shift可能破产了。股价降到9美元时，是时候卖掉了。天啊，FTX可能要破产了。我们都需要离开。但人们却说，不，不，一切都还好。Sam Bagman free，一切都还好。而我却说，伙计，快离开吧。

It is very difficult to be on social media because you have two choices. You could be a transitory social media agent. And that's somebody who comes on. And usually the way that works is they regurgitate, whatever is popular. So you go on sort of social media, go, oh, that's the sentiment. Oh, that's what people are applying with. Oh, that's what people are going to think. Okay. And then they take the most popular likes or most liked posts or most liked videos. And they regurgitate the top five most popular arguments. Oh yeah, well, B.I.D. went down 40%. So Tesla's time.

在社交媒体上很难做到，因为你有两个选择。你可以选择成为一个短暂的社交媒体代理人。这种人通常会在上面发表跟风言论。他们会看到什么流行，然后重复传播。他们会浏览社交媒体，看出人们的情绪，看人们的看法，然后选择最受欢迎的帖子或视频，重复传播前五个最受欢迎的观点。比如，B.I.D.下跌了40%，所以特斯拉会下跌。

It's nothing to do with the problems Tesla's facing. And it's embarrassing when you compare it to Hyundai, Nissan Toyota, GM forward. But oh my gosh, that would require data analysis, which maybe we've posted all of that already on ehack.com, but whatever. So the challenge on social media is if you want to just do what's popular, that's easy. You could just read what's popular, regurgitate that. And then congratulations, everybody likes you.

这与特斯拉面临的问题无关。与现代、日产、丰田、GM相比，这真是令人尴尬。但是天哪，这需要数据分析，也许我们已经在ehack.com上发布了所有这些数据，但无论如何。因此，在社交媒体上的挑战是，如果你只想做流行的事情，那很容易。你可以只阅读流行的内容，重复它。然后恭喜你，每个人都会喜欢你。

One of the things I found that's very hard about social media is expressing what you believe when you're early, like when I was early on discussing COVID stimulus, or when I was early on warning about FTX, or when I was early about warning about Peloton or shift, or when I was early about warning about tattoo chef, or when I was early about warning about SPACs. And when I was early about saying you should get into cash above and all above anything else. And when I was early about saying stay away from bonds because they're about to tank or stocks because they're about to tank, nobody wants to hear that. You're just a flip flop. But the reality is we should not be in a position where we're so worried about what's wrong or right. We should be worried about what's the best thing to do now going forward. See, that's very different. Wrong or right is hindsight analysis. What to do now is going forward. And so that's where we have to talk about Tesla.

在社交媒体上我发现很困难的一件事是在早期表达你的信念，比如当我早期讨论COVID刺激措施时，或者当我早期警告FTX时，或者当我早期警告Peloton或Shift时，或者当我早期警告Tattoo Chef时，或者当我早期警告SPACs时。当我早期说你应该优先持有现金而不是其他任何投资时，当我早期说远离债券因为它们即将崩盘，或者远离股票因为它们即将崩盘时，没有人想听到这些。你就是个犹豫不定的人。但事实上，我们不应该过于担心对错。我们应该担心的是现在应该做什么是最好的。你看，这是非常不同的。对错是事后分析，而现在应该做什么是前瞻性的。因此，我们必须谈谈特斯拉。

Also, at the same time, we should just briefly mention that there were some comments today where people are like, oh, you should talk about your losses as well as your gains. Yeah, I had a $17,000 gain on a trade today. That was great. But I did also have some other gains and losses. I had a $1,000 gain, a $17,000 gain, and a $1,400 loss. So technically, I'm only up 16, six. Now I did mention that, but I mentioned that in the last video at the end of the last video. And I should have mentioned it up front. Sorry for that.

此外，同时我们也应该简要提一下，今天有一些人评论说，哦，你应该谈论一下你的损失以及收益。是的，我在今天的一笔交易中获得了17,000美元的收益。那太棒了。但我也有其他一些收益和损失。我还有一笔1,000美元的收益，一笔17,000美元的收益，以及一笔1,400美元的损失。所以从技术上讲，我只赚了16,600美元。我确实提到过这一点，但是是在上一个视频的结尾提到的。我应该一开始就提到的。对此很抱歉。

We do have a coupon code expiring tonight. And I'm going to go to bed after making this video. I'm pretty dang worn out and I'm pretty dang tired because it's been a roller coaster day. And I have a lot of deadlines today. And so we're going to talk Robotaxi, but I don't think I'm going to get back to all these bundle emails. So you still got a few hours before we raise the price on the courses on building your wealth. By the way, I will say shout out to the people joining. There are a lot of people joining the courses on building your wealth.

今晚我们有一个优惠码即将到期。我录完这个视频就要睡了。今天过得真是跌宕起伏，我累得不行，也很困，因为今天是个戏曲般的一天，还有很多截止日期。我们要谈论无人驾驶出租车，但我想我不会赶得上所有这些捆绑邮件。所以在我们把有关财富建设课程的价格提高之前，你们还有几个小时时间。顺便说一下，我要向加入这些有关财富建设课程的人们致敬。有很多人正在加入课程。

Most people right now are either buying the stocks and psychology money group, or they're buying the stocks and psychology of money group and the real estate bundle. I'll give you an example. We got Jesus, who just bought stocks and psych, Zachary just bought actually do it yourself property management and rental renovations, bundle up from some of the other courses we've had. That one's great because we've got a lot of other people in that one. Stocks and psych, we got Daniel, Ricardo, Constantine, Fernando, Christian, Pat, Ridalzlo, Stephen, Ashgar, Mandy, William, Marcelo, many others here. But anyway, thank you. Thank you so much for joining.

大多数人现在要么购买股票和心理金钱组合，要么同时购买股票和心理金钱组合以及房地产捆绑产品。我给你举个例子。我们有耶稣，他刚刚购买了股票和心理课程，Zachary则刚刚购买了自助物业管理和租赁翻新的捆绑课程，这是我们其他课程中的一部分。这个非常棒，因为我们在这个课程中有很多其他人。在股票和心理课程中，我们有丹尼尔、里卡多、康斯坦丁、费尔南多、基督教、帕特、里达乌兹洛、斯蒂芬、阿什加尔、曼迪、威廉、马塞洛等等。不管怎样，非常感谢你的加入。非常感谢。

And do note that I just posted a message in the discord and said that if anybody has lecture suggestions, please mention them because I am going to go through another recording session of new lectures. So if you watch our lectures and you think something's missing, I will add the new lectures completely for free. So that's going to come within the next week and a half year. So stay tuned for that. But in this video, we really need to talk about Tesla robotaxi.

请注意，我刚刚在Discord上发布了一条消息，说如果有人有讲座建议，请提出，因为我将进行新讲座的录制。所以如果你观看我们的讲座后觉得有缺失，我会完全免费添加新的讲座。这将在接下来的一个半星期内完成。所以敬请关注。但在这个视频中，我们真的需要谈论特斯拉的自动出租车。

So I think we should just be honest and we should be honest and transparent. First of all, I love one. But second of all, I had multiple debates with a group of Tesla bulls, hyperboles, I'll call this is crazy. I'm sorry. You've been too long in Ross's and Gary's school. I'm sorry. I'm happy to hear what you're saying. But wait, wait, wait, wait. I'm happy to hear what you're saying. But that's a popular thing to say because people like to say these populist slams or whatever.

我认为我们应该坦诚相待，保持透明。首先，我喜欢一个人。但其次，我和一群特斯拉的支持者有过多次辩论，夸张的言辞，我会说这有点疯狂。对不起，你可能是在Ross和Gary的学校待得太久了。我很高兴听到你的想法。但等等，等等，等等。我很高兴听到你的想法。但那只是一种流行的说法，因为人们喜欢说这些民粹主义的谴责之类的话。

But that's disrespectful. First of all, and second of all, they're not my dad. I listen to everybody equally. I'm here. I'm not talking to Ross and Gary. I haven't talked to them at all today. I'm here listening and talking to you all. We don't have to start with that. The issue with that is that short-term noise does potentially affect hiring, recruitment, and talent compared to other AI organizations. So that is something to keep in mind. We do want to attract AI talent to Tesla. You want the best AI talent there. So that leaves us stuck with Q1, Q2, which right now aren't looking too great. And then I know you want to buy in uni 10 days, but stop talking down the stock. That's all you're trying to do. It's all noise. No, that's not true at all.

但这是不尊重的。首先，他们不是我的父亲。我平等地听取每个人的意见。我在这里。我没有和罗斯和加里交谈。今天我一直在这里听取并与大家交谈。我们不必从那里开始。问题在于短期的噪音可能影响招聘、招聘和人才的情况，与其他人工智能组织相比。因此，这是需要记住的一点。我们确实希望吸引人才加入特斯拉。您希望在那里拥有最优秀的人工智能人才。所以我们现在陷入了第一季度、第二季度的困境，目前看起来情况并不是太好。我知道您想在十天内买入uni，但别再贬低股票了。这只是一堆噪音。不，这一点也不对。

Well, hold on. Again, it's completely disrespectful to my argument. Hold on. Hold on. I gave you all a chance to talk. I made a very respectful argument. I said, I agreed with you with the licensing. I said, there's a political risk you didn't mention regarding attracting talent to Tesla. And I also made a respectful argument and said, I actually made a prediction. And I said, I think we're going to start with a small-scale world taxi launch where they compete with the zooks and the likes of Waymo and that they can expand a hundred times faster than the others. These are actually extremely bullish statements. I just think they're realistic statements. They don't help us Q1, Q2. Duh. So then I was going to say, what does this do for 26, 27, 28? But then you did cut me off. I think for 26, 27, 28, that's probably when Tesla really starts pricing in the explosive growth. Because that's when Wall Street's going to be able to start realizing, aha, Tesla's doing what the Waymo's doing, but look at how they can scale a hundred times faster.

好了，等一下。我再次要说，这完全不尊重我的论点。等一下。等一下。我给了你们所有人一个讨论的机会。我提出了一个非常尊重的论点。我说，我同意你们关于许可证的观点。我说，你们没有提到吸引人才到特斯拉时的政治风险。我还提出了一个尊重的论点，并预测说，我认为他们将开始以小规模的全球出租车推出，在竞争对手中包括zooks和Waymo，他们可以比其他公司扩张100倍快。这些说法实际上非常看涨。我只是认为这些是现实的陈述。它们并不帮助我们了解Q1、Q2。咄。所以接下来我会说，这对26、27、28年有什么影响？但是你们打断了我。我认为到了26、27、28年，这可能是特斯拉真正开始定价爆炸性增长的时候。因为那时华尔街将能够开始意识到，特斯拉正在做Waymo所做的事情，但看看他们如何能够比其他公司快100倍的扩张。

Look at, I mean, Tesla, yeah, I just posted, Tesla hit 1 billion miles of FSD. So this is great. Tesla has so many wonderful things going for it, but I just want to be clear. It is rude for me to be here and then you make that accusation. And this is the second time now I'm asking you to please be respectful. I'm being very respectful. I will be respectful, Kevin. And I appreciate you. Hyperballs, I can see no wrong. And that's okay. I still respect them. I am not as optimistic as they are. I do not think that full self-driving vehicles as robotaxes are worth $1 per mile. I'm sorry, Brett. I think that's wrong from ARC. I respect you. I like you. I'm sorry, Tasha from ARC. I'm sorry. Everybody else who thinks you're going to make a dollar per mile submitting your car to our robotaxes fleet. I think that is delusional. I think it is straight up delusional to think that you were going to have bought a Tesla and you are going to somehow turn your Tesla into $100,000 of passive income annually. That is what I heard people talk about today. And I think it is straight up delusional.

看，我的意思是，特斯拉，是的，我刚刚发布了，特斯拉达到了10亿英里的全自动驾驶。所以这很棒。特斯拉有许多美好的事情，但我只是想说清楚。我在这里很失礼，然后你却指责我。这已经是第二次了，我现在再次要求你请尊重一点。我一直很尊重。我会尊重你，凯文。我很感激你。我不能看到任何错误。这没关系。我仍然尊重他们。我不像他们那样乐观。我不认为全自动驾驶汽车作为机器人出租车每英里值1美元。抱歉，布雷特。我认为ARC的说法是错误的。我尊重你。我喜欢你。对不起，来自ARC的塔莎。对不起。其他所有认为将你的车提交到我们的机器人出租车车队可以每英里赚取一美元的人。我认为这是妄想症。我认为这是纯粹的妄想症，认为你买了一辆特斯拉，然后以某种方式将你的特斯拉变成每年100,000美元的被动收入。这是我今天听到人们谈论的事情。我认为这是纯粹的妄想症。

Now, I understand the Hopium. The Hopium is that we'll be able to take our phones and go, wow, we all have self-driving vehicles. Should be easy. Just submit them to the fleet. No. No. Because when it if that happens, trust me. In every single locale, you'll have 100 Teslas looking for about one person willing to ride. The demand for robotaxes compared to the demand for Uber and Lyft will not be one to one. The demand for robotaxes will only rise when the price collapses. And then Uber and Lyft will collapse and go bankrupt. And then the demand for robotaxes will exist at probably cents per mile. Now, I'm not saying if you drive five miles, you're only going to pay five cents. There'll be some base fee, some minimum fee. But you also have to offset the charging, depreciation, vehicle investment, so the ROI for the investor in the vehicle.

现在，我明白了“Hopium”。这意味着我们将能够拿起手机，惊叹我们都有自动驾驶车辆。应该很容易。只需将它们提交到车队。不。不。因为如果那样发生，相信我。在每个地方，你会有100辆特斯拉在寻找愿意搭乘的一个人。与Uber和Lyft的需求相比，对机器人出租车的需求不会是一对一的。机器人出租车的需求只有在价格崩溃时才会上升。然后Uber和Lyft将崩溃并破产。然后对机器人出租车的需求可能会存在每英里几分钱的价格。现在，我并不是说如果你开了五英里，你只需要支付五分钱。会有一些基本费用，一些最低费用。但你还需要补偿充电、折旧、车辆投资，以便对车辆的投资者获得回报。

And unfortunately, I don't think that's going to be the vehicle that you own. I think the model to robotaxi is actually going to be a very niche product that only works for robotaxi. So ironically, I think that Reuters was right. See, Reuters suggested that they spoke with insiders, multiple insiders, and found that the $25,000 vehicle was debt. And, you know, this led a lot of people to say that Reuters is a fraud and they're a lie. Well, Reuters alleged that one source said that Elon's directive was to go all in on robotaxes and to cancel the $25,000 vehicle. And see, this is very interesting because if you look at Elon Musk's history, all you have to do is look at his book. I have it right here.

很不幸，我不认为你拥有的车辆会是那种。我认为机器出租车的模式实际上将是一个非常小众的产品，只适用于机器出租车。很讽刺的是，我认为路透社是对的。你知道，路透社建议他们与内部人士交流，发现那辆价值25,000美元的车是注定要失败的。有很多人因此指责路透社是骗子，他们是在撒谎。路透社声称，有一位消息人士表示，埃隆的指示是全力发展机器出租车，取消那辆价值25,000美元的车。你知道，这是非常有趣的，因为如果你看一下埃隆·马斯克的历史，只需要看看他的书。我就放在这里。

See, I'm wearing my little Tesla sweater here. It's jeans on, whatever. It's right here. I have it. It's in my studio. And I'm going to read you a section I clip from it. For years, they had talked about what should be Tesla's next generation offering. A small, inexpensive, mass market car selling for around $25,000. Sorry, by the way, if I sound a little lispy, I had carrots. We buy raw carrots and I'm actually highly allergic to raw carrots. So, my throat gets itchy and my voice sounds different and my lips kind of swell up. I eat them anyway, though. I don't think I'm anaphylactic. I have my throat closed up all the way, at least. But anyway, Musk himself has teased the possibility in 2020, but then he put a hold on those plans. And over the next two years, he repeatedly vetoed the idea saying that the robotaxi would make the other car unnecessary. The robotaxi would make the 25k car unnecessary. Hmm, interesting. Nevertheless, others had quietly kept it alive as a shadow project. Hmm, interesting.

看，我穿着我的小特斯拉毛衣在这里。裤子随便搭配。就在这里。我有它。它在我的工作室里。我将给你朗读一个我从中剪辑出来的部分。多年来，他们一直在讨论特斯拉下一代的产品应该是什么。一款小巧、价格便宜的大众市场汽车，售价约为25000美元。顺便说一句，如果我听起来有点口齿不清，是因为我吃了胡萝卜。我们买的是生胡萝卜，而我对生胡萝卜实际上有严重的过敏反应。所以喉咙会痒，声音变得不同，嘴唇也会肿胀。不过我还是会吃，我觉得应该不至于过敏性休克。至少我喉咙没完全闭塞过。不过，马斯克自己在2020年曾经暗示过这个可能性，但随后他搁置了这些计划。在接下来的两年里，他反复否决了这个想法，称机器出租车将使其他汽车变得不再必要。机器出租车会使那款售价25000美元的汽车变得没必要。嗯，有趣。尽管如此，其他人悄悄地将其保留为一个影子项目。嗯，有趣。

So, maybe the $25,000 car we were told was coming with $10,000 of, I'm sorry, $10,000 volume units of production per year. I'm sorry. No, that's per week, I believe. I believe that was $10,000 units per week. Per week starting at the end of 2025 was frankly just clickbait because they never actually thought about making a $25,000 vehicle that you could buy. They thought about making a $25,000 vehicle that Tesla could license as a robotaxi. Well, shit. That's a little different. Now, why is that different? Well, let's say you don't think the robotaxi is going to be a reality until 2030. Well, I could sell you a Tesla $25,000 car in 2025 or 2026, but I can't sell you a robotaxi until probably 2030, which means I'm going to have to delay my earnings per share estimates for Tesla, which means this is actually a net negative to Tesla in the near term, near to medium term.

所以，也许我们被告知的那辆价值25000美元的汽车每年生产10000辆，对不起，我是说每周10000辆。对不起。不，我相信是每周10000辆。到2025年底开始，这辆价值25000美元的车其实只是为了吸引点击而已，因为他们从来没有真正考虑过制造一辆你可以购买的25000美元的车。他们只是考虑将其授权给特斯拉进行自动出租车服务。嘿，这有点不同。那为什么不同呢？假设你认为自动出租车直到2030年才会成为现实。那么我可以在2025年或2026年将25000美元的特斯拉车卖给你，但我不能直到大概2030年才能将自动出租车卖给你，这意味着我将不得不推迟对特斯拉每股收益的估计，这实际上对特斯拉在短期内是一种净负面影响。

Yeah. Now, a lot of people get mad about that. They say, well, you should be a long term investor. What do you mean you care about 2026 EPS estimates? Oh, my gosh. All right. Fine. So let's assume the robotaxi fleet is here and Tesla is the only one who's going to produce it. My prediction, by the way, is that Tesla is going to release a localized robotaxi option that's going to be very similar to zooks. And it's going to operate in areas like San Francisco and Vegas. And it's going to end up looking like zooks, which is Amazon owned. And it'll be a localized robotaxi. It'll work. And the odds are it'll be able to expand to new cities substantially faster than other vehicles. But it's still going to be a niche product for quite a while.

是的。现在，很多人都对此感到愤怒。他们说，你应该成为长期投资者。你怎么会关心2026年的EPS预测呢？哦，天啊。好吧。所以让我们假设机器出租车车队已经出现，而特斯拉是唯一能够生产的公司。顺便说一句，我预测特斯拉将推出一种类似zooks的本地化机器出租车选项，将在旧金山和拉斯维加斯等地区运营。它最终的外观会类似于亚马逊旗下的zooks。它将是一种本地化的机器出租车。它会运作。而且，它很可能能够比其他车辆更快地扩张到新城市。但它仍然会在相当长的时间里成为一个利基产品。

Here's zooks. It exists. It exists today. It's allowed to go on prototype drives of up to 35 miles per hour. It does the drive on highways. Does it get off highway off ramps? Does it change lanes on highways? No, no, it doesn't. So unfortunately, I think there's a regulatory hurdle that comes with this as well. Because Elon's FSD is not perfect. Every FSD driver knows that. There is not a single FSD driver who says the vehicle is perfect for full self-driving, level five autonomy. Now, I understand people say, well, Kevin, don't let perfect be the enemy of the good. That's fine. I agree. FSD is much safer than a human driver. 110% agree. But even though you're safer than a human driver, doesn't mean you're going to get Robotaxi approval on a broad-based level to where every operator can be you.

这是祖克斯。它存在。它今天存在。它允许进行长达35英里每小时的原型试驾。它在高速公路上进行试驾。它会在高速公路上出口离开吗？它会在高速公路上变道吗？不会，不会。所以不幸的是，我认为这也带来了法规上的障碍。因为埃隆的全自动驾驶(FSD)并不完美。每位FSD司机都知道这一点。没有一个FSD司机会说这辆车对于全自动驾驶，即五级自治完美无缺。现在，我明白有人会说，凯文，不要让完美成为良好的敌人。这没问题。我同意。FSD比人类司机安全得多。我完全同意。但即使你比人类司机更安全，也不意味着你会得到广泛认可的Robotaxi批准，以至于每个操作者都可能是你。

The first operators for Robotaxis will always be the corporations. It will always be the Amazon, the Google, the GM, and the Tesla. It's not going to be you. The next operators will be those who are willing to pay for extremely expensive licenses and oversight procedures that require a very strict maintenance of their vehicle fleet, which the vast majority of individual owners will not be willing to partake in. Just look up, for example, flight operators. There's something called a part 135 operator versus a part 91 operator. If you know, and you know, let's just say if you're a 91 operator, you don't want to be a 135. And if you're a 135, you paid enough money to the regulators to wear your like, please, let me fly other people in my jet for money. Good luck paying those fees.

在Robotaxis的第一个经营者永远都会是大型公司，比如亚马逊、谷歌、通用汽车和特斯拉。而不是普通人。接下来的经营者将会是愿意支付极其昂贵的许可证和监督程序费用的人，这些程序需要对车队进行严格的维护，而绝大多数个人车主不愿意参与其中。只需看看飞行运营商，就能明白。有一个叫做135部分运营商和91部分运营商的区别。如果你知道，就知道，如果你是91部分运营商，你不会想成为135部分运营商。而如果你是135部分运营商，你必须向监管机构支付足够的费用，才能让他们允许你用自己的飞机为他人飞行并获得报酬。祝你支付这些费用好运。

In other words, bottom line, I think that the Tesla Robotaxi is unfortunately a downgrade. This is painful to say. This is very painful to say. Because a lot of people are really optimistic about this. They think that Reuters is wrong because Elon said they lied. So obviously that means they lied about everything wrong. I actually think Reuters and Elana right now. How is that possible? It's actually quite simple. It's actually very simple. Elon Musk will not produce a $25,000 vehicle. Retail will never buy a $25,000 Tesla unless it's some used Tesla or a massively subsidized government Tesla. No, instead, Robotaxis will be operated by Tesla. So it is a lie that the $25,000 car is dead because Tesla is going to use the $25,000 car.

换句话说，总的来说，我认为特斯拉自动驾驶出租车很遗憾是一个降级。这很痛苦说出来。很痛苦。因为很多人都对此持乐观态度。他们认为路透社是错误的，因为埃隆说他们撒谎。所以显然这意味着他们关于一切都撒谎。现在我实际上认为路透社和埃隆是正确的。这怎么可能？其实很简单。埃隆·马斯克不会生产一辆价值 25000 美元的汽车。零售商永远不会购买一辆 25000 美元的特斯拉，除非是一辆二手特斯拉或者是政府大力资助的特斯拉。不，相反，自动驾驶出租车将由特斯拉运营。所以说 25000 美元的汽车已经死了是一个谎言，因为特斯拉将会使用这款 25000 美元的汽车。

But for you, the retail audience, it's true. It's a lie. Reuters lied to you. Everyone, please, Reuters is a scam because Reuters lied to you. Reuters told you that the $25,000 Tesla is canceled. And you know what? They're wrong. The $25,000 Tesla is canceled. But not for Tesla. Of course, as a Tesla shareholder, you're like, oh, that's okay. They'll make the money on the Robotaxi. Right. Right. Yes. That's what we'll underwrite. We'll underwrite that every single Tesla will make $100,000 per year in passive income. It's delusional bullshit. No. No. If every Tesla owner could submit their car to the Robotaxi network, I will guarantee you there's no way you will make $100,000 a year on one vehicle. There's no way the price per mile will plummet because most of what you compensate a driver for today in Uber or Lyft is a labor of the car. Price or collapse? Hmm. Yeah.

但对你们这些零售投资者来说，这是真的。这是谎言。路透社欺骗了你们。请大家相信，路透社是一个骗局，因为路透社向你们撒谎了。路透社告诉你们25000美元的特斯拉已取消。你知道吗？他们错了。25000美元的特斯拉已取消。但对特斯拉来说并非如此。当然，作为特斯拉的股东，你可能会说，没关系。他们会通过RoboTaxi挣钱。对。对。是的。这是我们将支持的。我们支持的是每辆特斯拉每年都能创造10万美元 pass income。这是虚幻的胡扯。不。如果每个特斯拉车主都将他们的车提交给RoboTaxi网络，我保证你绝对不可能通过一辆车每年赚取10万美元。价格会急剧下跌，因为你今天在Uber或Lyft上支付给司机的大部分费用是因为车辆的使用。价格会下跌吗？嗯。会。

So, um, this is where I call bullshit. And just like this old card that I have on my desk, you know what this card is? It's how I started my career. Look at that. There's no pressure agent realtor Kevin Paffra. You know what's on the other side? Don't don't get Biffed. Don't get Biffed. You're being lied to. If you think you're going to turn your car into a Robotaxi on August 8th, you're full of poopy doopy. You're being lied to. I think on August 8th, we're going to get a generic demonstration of none other than a product that already exists. A zuke's. That'll be Tesla's level five. Okay. We can do certain cities. Great.

所以，嗯，这就是我质疑的地方。就像我桌上这张老卡片一样，你知道这张卡片是什么吗？这是我的职业生涯的开端。看这里，有没有压力的房地产经纪人凯文帕夫拉。你知道另一面是什么吗？不要被愚弄。如果你认为你会在8月8日把你的车变成Robotaxi，那你就是满嘴胡言。你被欺骗了。我认为在8月8日，我们将看到一个其他已经存在的产品的普通演示。A zuke's。那将是特斯拉的五级自动驾驶。好的。我们可以在某些城市实现。很好。

Yes. We'll be able to scale faster than anybody else because we use vision versus the map LIDAR. I know. I agree. But will you own that vehicle? No. Tesla will actually use their fantastic new unboxed assembly line. They'll make 100 cars for themselves. And you'll have 100 Tesla Robotaxis. So, it'll be true. They'll be Tesla Robotaxis. Just like they're away most. But do I think you're going to turn your Tesla into a Robotaxi on August 8th? You'd be delusional to think that. So, am I short Tesla today? No. Am I trying to talk the stock down? No. Disrespectful people think that. It's okay. Let them think whatever they want. Just trying to be realistic.

是的。我们将能够比任何人都更快地扩大规模，因为我们使用的是视觉而不是激光雷达地图。我知道。我同意。但是你会拥有那辆车吗？不。特斯拉实际上将使用他们新搭建的装配线。他们将为自己制造100辆汽车。而你将拥有100辆特斯拉无人出租车。所以，这将成真。它们将是特斯拉的无人出租车。就像他们一直以来都在做的那样。但是我认为你会在8月8日把你的特斯拉改造成无人出租车吗？如果你这么想，那你将是幻想的。那么我今天会做空特斯拉吗？不会。我试图把股票打低吗？不会。不尊重的人会这样认为。没关系。让他们随心所欲地想。我只是想要实际。

Elon Musk is in a corner. He had to come out with an announcement today. So, by saying that Reuters lied about the $25,000 car. He's right. There won't be a $25,000 car. But there will be a $25,000 car for Tesla. It's all in the nuance. It doesn't actually make me that foolish, unfortunately. But I do want to be bullish long term because I do think long term Chevy Ford and all the competitors will die in America. And Tesla will stand supreme. And Tesla will win in the long run. But not in the short term, especially with Ray Cuts coming later.

埃隆·马斯克陷入了困境。他今天不得不发布一则声明。因此，他表示路透社关于25000美元的汽车报道是错误的。他说的没错，不会有25000美元的汽车。但特斯拉将会推出一款25000美元的汽车。这都在于微妙之处。很遗憾，这并没有让我显得愚蠢。但我确实希望长期看涨，因为我认为长远来看，雪佛兰、福特以及所有竞争对手都将在美国灭亡。而特斯拉将屹立不倒，最终获胜。但短期内可能不会，尤其是随后雷克特的到来。

I'm waving. I know how to advertise these things that you told us here. I feel like nobody else knows about this. We'll try a little advertising and see how it goes. Congratulations, man. You have done so much. People love you. People look up to you. Kevin Palfrath there. Financial analyst and YouTube meet Kevin. Always great to get your take. Even though I'm a licensed financial advisor, licensed real estate broker and becoming a stock broker, this video is not personalized advice for you. It is not tax legal or otherwise personalized advice tailored to you. This video provides generalized perspective, information and commentary. Any third party content I show shall not be deemed endorsed by me.

我在挥手。我知道如何宣传你在这里告诉我们的事情。我觉得没人知道这些。我们会尝试一点广告，看看效果如何。恭喜，兄弟。你做得很多。人们喜欢你。人们仰望你。凯文·帕尔弗拉斯在这里。财务分析师兼YouTube主播凯文。总是很高兴听到你的看法。尽管我是持牌的金融顾问，持牌的房地产经纪人，并正在成为一名股票经纪人，但这段视频并非为您提供个性化意见。它不是针对您定制的税务法律或其他个性化建议。这段视频提供了一般的观点、信息和评论。我展示的任何第三方内容均不得视为得到我的认可。

This video is not and shall never be deemed reasonably sufficient information for the purposes of evaluating a security or investment decision. Any links are promoted products are either paid affiliations or products or services we may benefit from. I also personally operate and actively manage ETF. I may personally hold or otherwise hold long or short positions in various securities, potentially including those mentioned in this video. However, I have no relationship to any issue or other than house act, nor am I presently acting as a market maker. Make sure if you're considering investing in house act to always read the PPM at house act.com.

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