Tesla investors are starting to sense

something big is about to happen with

Robo Taxi and maybe even right after

SpaceX goes public this Friday.

Yesterday, Tesla announced that FSE

supervised was officially approved in

Denmark. This is the fourth European

country to approve FSD and this is even

before Belgium which has said they're

coming soon. This comes after new data

was shared by Tesla that shows the

current results of the safety of FSD in

the Netherlands. In the last two months,

FSE supervised has been over three times

safer than manual driving and 3.5 times

fewer collisions. This is the safety

data we've been waiting for. Second, as

of yesterday, there are now 59 robo taxi

vehicles officially registered by the

DMV of Texas with eight added in just

the last day. Plus, it appears the robo

taxi expansion into Arizona looks like

it will be a lot bigger than people

realize. A Tesla robo taxi first

responder interaction plan appendix. It

lists the operating areas for level four

autonomy and includes nine cities, not

just the big ones many of us thought.

Third, we now know that a Whimo Ipace

has a battery efficiency of 562 watt

hour per mile. That's equivalent to 60 m

per gallon. A cyber cab on the other

hand has 165 W per mile. That is equal

to 204 m per gallon. So cyber cabs are

3.4 times more efficient than a Whimo.

Put another way, for each cyber cab on

the road, that's like having three

Whimos. Finally, a new report says Whimo

has purchased Apple's 5,500 acre

self-driving car proving ground in

Arizona for $220 million. This is the

area Apple was using to test their

vehicles that they ultimately cancelled.

We got Joe Bacti here with us today.

He's an economist, investor, and tech

entrepreneur. He has a YouTube channel

covering both Tesla and AGI. Check out

his website and community at

pioneerlands.org.

Welcome, Joe.

>> Good to be back.

>> Let's go. This is uh finally some news

coming about robo taxi and FSE. Still

drips drips. Uh we want some big ones. I

think you have a theory when we're going

to hear some really big moves by Tesla

robo taxi. Um Elon announced that FSE is

approved in Denmark and uh Tesla Europe

also showed that it was approved in

Denmark. Rollout will begin soon. This

is the fourth European country in

Denmark and uh apparently Belgium is

going to be following very very soon.

They thought that they were going to be

second and now they're fourth or maybe

fifth actually. Uh what's your thoughts

on this?

>> Yeah, I kind of predicted that that this

is how Europe is going to go. Uh I think

that's the strength of Europe is that

there's still competitive

a competitiveness between the countries.

So it was pretty clear because some

people said oh they will resist this and

it's not going to happen and I said this

is a domino effect right so once you

have one the others need to follow and

whoever of course the bigger ones will

take longer uh so you see exactly what I

predicted you have the small ones and

then they follow each other and then the

dominoes fall and the more do it the

less the ones that don't do it can you

know stay on the sidelines.

Okay. So, we are still waiting for the

actual vote uh for by the members of the

EU EU members. I think there's 29

country 28 countries that are part of

that. That can happen in end of the

summer. Could be later, but in the

meantime, we've got these uh individuals

that are just signing up regardless.

Yeah. And that comes because there's now

new data from the Netherlands. As you

know, the Netherlands was the first to

explain this and um or to to approve it.

And now we've got data. So Tesla Europe

uh announced this, posted this and said

that in the last two months, FSE

supervised has been over three times

safer than manual driving on Dutch

roads. So they've got proof now that

this is real. 3.5 times safer. This is

FSE supervised, by the way. So it's not

it's not robo taxi yet. It's just

supervised. We already know that it's

much safer. But this is just yet another

data point. Um, fewer collisions, 3.5

times fewer collisions, three times

safer. It's 14.9 times fewer automatic

emergency braking, 8.8 times less harsh

acceleration, 7.3 times less harsh

braking, eight times fewer hard swerves.

These are the kinds of things that you

can measure, and I'm sure they know that

these are the things that actually

contribute to collisions and then to

death. And I think I think you've said

before, right, Joe, that in Europe it's

a lot it's safer than in the US because

of smaller roads, slower driving than

highways, right? But uh in general, this

is still very good news.

>> Yeah, I mean I think it's pretty clear

um that FSD is a winner and it's pretty

clear that the European countries are

now competing for understanding this

first. It's clear that the typ the usual

suspects suspects will lack, you know,

UK, France, Germany. Um, but the small

ones will push it because they're smart.

And you see the smartest countries have

already done it. Denmark, Netherlands,

Estonia, these are the real players in

Europe that are a little smarter than

the others. So yeah, I'm not too

surprised by any of this. uh and it is

just a validation of the thesis that you

know if a new technology comes along

there is a competition you can't just be

stupid as a government the longer you're

stupid the more you fall behind the

dumber you look and so you know the

European Union decision

I mean this is very political as you can

imagine so I wouldn't bet too much on it

what they are going to do who knows what

the EU is going to do

>> but the countries are allowed to just

approve it so even if the EU says says

no or we don't we're not convinced or

whatever uh the countries can just

continue that whole path we are seeing.

So that's why I always said more

important that the countries do it. Of

course if the EU just approves it that

would be a quick big win.

>> Okay.

>> But I would FC that's full self drive.

Let's talk robo taxi. Uh there's new

information. I want you to share your

theory of what you're expecting with

Tesla robo taxi roll out. It's a lot

slower than people are than we all

expected. It's June um middle June now

and we this was launched last year. I

was there in Austin the very first robo

taxi ride June 22nd. I remember that

clearly I did a I don't know an 8h hour

live stream or something like that. Um,

and uh, we thought by now, a whole year

later, robo taxi would be everywhere,

but it's still just in Austin, Dallas,

and uh, Houston. Very small numbers. But

now we know that uh, there's 59

registered vehicles by the DMV. You can

go to their website and see this

actually registered as Tesla robo taxi

autonomous level 4. And there's eight

that was added just like in one day.

Thank you Spencer for keeping track of

all this. And and then this was new data

that he found also in Arizona, older

data in April. But if you look at this

robo taxi first responder interaction

plan, this appendex lists the potential

Arizona operating areas for SAPE level 4

autonomy and look at all these cities.

It's like not just the big ones, not

just Phoenix, not just uh Tempe,

Arizona, which is the ones we thought it

was going to be. It's it's it's a bigger

area. the expansion is going to be much

in into Arizona will be a lot bigger

than people realize. Uh this is the you

know April date here you can see the

appendix you can see the list of areas

that they plan to include. So what is

your theory Joe? Uh my mine is simply

that they were waiting for the uh the

SpaceX IPO and then possibly that there

will be an announcement of a SpaceX

Tesla acquisition. Alexander thinks it's

going to be late July maybe at the

latest mid August. And if that happens,

I think that's when they're going to go

fullon robo taxi. You can see the

preparation ahead of time, but I think

you have a little bit more nuance theory

on this.

>> Yeah, I mean this is a very complicated

question. We had the live stream with

Alexandra like the merger strategy, but

the robo taxi thing, um,

you know, I don't totally buy that robo

taxi rollout is linked to the merger

>> because it would be highly illegal. And

so how do you coordinate something like

that if you are extremely not allowed to

coordinate it right? So I mean how does

so I don't think they are taking that

level of risk because it's like totally

illegal right to delay something because

of a merger. I mean that's like

extremely bad. So I don't think Elon

would operate like this even if he

wanted to because the risk is

inappropriate. And so I think they're

just doing their thing throughout taxi

and you know because you're not allowed

to time these things that's like total

stock manipulation and you know I mean

this is like a total hell hole if you do

that. So I think it's more uh they're

working on it. I think the main forcing

function the more the the main function

that informs us what's going to what's

happening is really cyber cap

manufacturing. I always said that that's

for me the most reliable function.

Everything else is a little unclear. All

the hiring, recruiting is nice to see.

That's points in the right direction,

but it's hard to time. Does that mean

now or next month or month after six

months, but the cyber cap manufacturing

scaling that we know is happening, has

to happen, and is happening that puts

some kind of pressure on getting

something done because you know my

theory, it's you can't have thousands of

cyber caps out there and not do anything

with them. That would be dumb. That

would be bad timing. So the fact that

they are getting into thousands

I think is a confidence booster for me

that something has to happen very soon.

the pressure is building very

exponentially and I don't know if the

World Cup if that's a good theory right

the world cup launch in Texas in Dallas

and everywhere uh this weekend so it's

you know when you overlay these curves

you see the scaling you see the world

cup you see all these preparations you

see the cyber caps in Dallas the 40 or

whatever on this parking lot what is the

plan and they have the the wheel caps on

also an indication like why would you

put the wheel caps on they didn't do

this before if it's not for real

operations, right? If it's just for

testing, who cares about the wheel caps?

So, it seems like they're getting more

serious. And so, I think we have a

reasonable chance of something happening

in June after the IPO.

>> Okay. So, you it's not timing, but you

still think it's sometime in June. Like,

this is June. This is it.

>> I mean, that's why it's so insane.

Today, we have another market sell off

and um I mean, it's just insane, right?

It's it's very I think it's more likely

than not that we see 49500 in June and

the fact that we are selling off in the

wrong direction right now is just

completely nuts. But that's that makes

trading the stock so interesting and

difficult. So you were talking about

Cyber Cab. So I I'm going to show some

photos here. This was spotted by SE

Robinson flying some drones over Houston

the Houston fleet lot. And uh beautiful

shot. Look at that gorgeous shot. So

this is a lot in Houston and these look

like that they are all uh cyber caps

sorry robo taxis model wise and then the

cyber caps themselves. So there's a few

of them right there. You can see that.

So they're just sitting there. Yeah. I

mean I still think that they I still

stand by that they're being tested.

>> You can see this rigs like this. They're

still being tested to test FSD. Um, we

just uh here in Washington state, I've

got a number of friends who've now been

posting that they've been finding all of

these cyber cabs all over Seattle,

Belleview, uh different uh areas. And

initially when you list it list to the

look at the list that they said

Belleview was one of the places and the

people that they're hiring was Belleview

uh which is a a suburb across from

Seattle across the lake from Seattle and

but you'll see that it's being tested

everywhere. It's it's being tested all

over the place. So my theory is that

these cyber caps are being tested in

many many states again just to validate

FSD works right the software works

>> the question is like yeah how long is

the testing that is the question

>> my guess was always 3 months minimum 3

months and so we're probably still and I

was kind of I'm so far correct because

remember like a month ago everybody said

oh it's imminent imminent imminent well

here we are in June how come I think

it's not going to be another month or so

we'll see there might be one or two that

they're going to say Hey, we got the

first one out there, but the actual real

roll out won't happen for another two

months or so, maybe a month now, but or

maybe two months from now.

>> I mean, all we need in my opinion is

like

two dozen or something and the stock

would do very well. So, that's my

theory.

>> So, the question is, I'm not talking

about the real roll out. I think that

will take more time but you know the

first 24 36 50 maybe that would already

be a huge catalyst in my opinion and

that

>> I don't know it's totally speculative of

course if this happens in June or not

I just you know when you look at the

preparations all the details I don't

know I think it's it's more likely than

not that we see something happening in

June and with something I don't mean

hundreds I mean something the for a

cyber cap.

>> Yeah, I I I I get what you're saying

about you can't time this. It's going to

be it's highly illegal. Stock

manipulation, all those things. I get

that. But step back and think, imagine

if they rolled out a cyber cap, got into

a major accident prior to the SpaceX

IPO. Wouldn't look good. Would not look

good. Would impact the SpaceX IPO. So

I'm sure they they just said abundance

of caution in both safely but also

impact to the IPO.

>> Sure. I

that that is something I agree with but

strategically delaying the whole roll

out because of the merger. I think

that's a little much.

>> That's not the reason for it. Okay. I

still think it's FSD preparation. That's

the main reason. You want three months

uh under your belt at the minimum. and

they started in you know whatever

February, March or April, right? That's

the first day. So May, June, July,

August, you know.

>> Okay. Yeah.

>> Uh some data. So some people are going,

you know, hey, how many when do you

think that Tesla will have robo taxis

out there that's at least equal to

Whimo? And we now know there's 3,700

Whimos in the US and they've had, you

know, decade of le head start here. Um,

but it's actually when you when you look

at the data, you don't need 3,700 to

equal Whimo because a cyberc cab is a

third is three times more efficient than

a Whimo Ipace. So if you look at the

Tesla cybercab is 3.4 times more

efficient than a Whimo Ipace. Cybercab

was built from ground up as a robo taxi.

The Whimo is a retrofitted platform with

a sensor suite that adds excess weight,

drag, and constant compute sensor power

draw. And uh the data we now know that's

been confirmed is that the cyber cab is

165 watt hour per mile whereas the Whimo

Ipace the old ones is a 562 watt hour

per mile. And so this would be

equivalent to 204 miles per gallon this

would be equivalent to 60 m per gallon.

So three times. So you know just could

could you do that? Could you say, "Hey,

if my car can drive three times as long

as your car before I need to be charged,

theoretically you need three times more

cars than I do to cover the the same

coverage that we have." Maybe not.

>> Do you think that matters because they

can they can turn out, you know, 3,000

cyber caps in a month. So, I don't even

think that matters. What matters is when

they are ready.

>> Yeah, it matters for cost for sure. But

I think that uh I just want to point out

that if people reading Whimo, but

>> uh the question when they overtake Whimo

in terms of cyber caps I I think I mean

you saw probably Kathy Woods

>> doing the test drive and she said like

you know very slowly and then all at

once and she said all at once might be a

little closer than people think. So who

knows? I I know it's like this

psychological game that everyone is

super annoyed after 10 years of waiting

now another year of waiting. Everyone

says it's never going to happen. But

it's like stocks, right? And when you

give up next second it happens. So lots

of people giving up I think.

>> Yeah. Yeah. Yeah.

>> In terms of your catalyst though did you

always say that it needs that getting

past Whimo numbers is a catalyst like

people psychologically will look at that

or not at all?

>> I think no one cares because Whimo is

3,000. If you get to 3,000 is already

game over in my opinion because then

you're in a

>> Yeah, that's what I'm saying to you.

Does that that number matter? Saying,

"Hey, we have more cyber cabs on or

robot taxi on the road than

>> I don't buy it. I think the number that

matters is two thou one to 2,000 matters

and a dozen matter. I I think dozens

matter first. That's a soft catalyst. If

that happens, we go up 10% probably 40

60 whatever to alltime highs. Then it

will flatten out and wait. If we

especially if we get delayed again, it's

like okay fine we going down. My theory

is the following. You launch 24 cyber

caps. Stock goes up 10 15% to 490 and

then they probably stop scaling again

because it's Tesla and then everyone's

oh god it's over and then the stock

drops again and then at some point

they're going to get to 100. That's the

next catalyst. And then people get get

nervous. Maybe it drops a little less

after that. And then we are into scaling

and then probably they will start really

scaling this thing and then we hit a

thousand and I think then the repricing

starts.

It's not going to wait until 3,000. That

makes like no sense. So once there's

like 100 200 300 then they're getting

all nervous repricing blah blah blah.

Some skeptics like oh but maybe the

market is limited and then they go

beyond a thousand I think between 1,000

and 2,000 we see the actual repricing.

That's my theory. uh doesn't matter

>> unless they scale like of course if they

scale a 100 and then go to 200 end of

this year and then to 500 end of next

year of course then nothing happens but

if that happens very quickly

>> month over month I think then you are

totally into repricing territory and not

at 3,000 that's like to why like you

know once it's clear okay this is

happening I think it it's going to move

very quickly

>> is it just your numbers or does it

matter you know which cities geography

pricing of the robo taxi service. I

don't think so because when you look at

everyone understands at this point the

theory and the framework thanks to

Herbert's channel thanks to everyone

else tech Joe Tech what I'm doing my

channel like everyone knows okay this is

the whole framework is there the only

remaining questions is this all a hoax

or not once people see this is probably

not a hoax the rest is already in place

and so the only remaining thing as I

said for a long time but Now even more

is the question does this work or not?

And most people think well it might work

in the future but not now.

And that's where why this uh stock is

where it is. At the moment where people

realize the time is now. Now is the

point where this stuff judges itself

commercially.

Then they will see well how many can

they produce? Hundreds of thousands a

year. Okay. It's just game over. So I

think it's really it's it's very

dramatic and it keeps being dramatic and

the dramatic question mark is does it

work? And of course you believe it

works, Kathy believes it works but

everyone else is just sitting outside.

It's like whoa probably doesn't work.

>> It must not work. And that's because

that's why they haven't uh you know

rolled this out and it's been over a

year since June 22nd. It must

>> I think it's very it's a very

fundamentally important thing different

from SpaceX where no one questions if

Starink works. So it's gets fully priced

in two trillion boom no problem because

it just works. You launch more and more

whereas Cyber Cap and Robotex is still

the question there's a huge share in the

market that thinks it just doesn't work

right now. I might believe it could work

in the future but clearly it doesn't

work right now. So once you flip that

switch and they see okay it looks like

it actually works right now that's where

everything changes and with it works it

means these things drive themsel and

transport customers

>> right and and then so I can see your

answer then when somebody says yeah but

Whimo works already they've got 3,700

out there driving every day in 10 in

five cities that are expanding to 10

cities I don't know how many now but

you're saying well yes But they don't

know, they don't see how they can scale

as fast as Tesla. Whereas Tesla, they

can go, okay, they got a thousand there,

it works. And oh, by the way, every

single car they make can be put into the

system. That's a difference.

>> I I think with Whimo, I never took these

people seriously. And I think everyone

else is going to view it the same way.

Uh because either you're a skeptic of

Tesla or you're not a skeptic, but it

doesn't matter. Once Tesla gets these

things out and they have a 100 in one

month in August or whatever and then

they have 200 and then they have 400 and

then they have 800, you don't need to be

Einstein to take a ruler and extend the

trajectory. It's like, well, it doesn't

matter. Whimo has 3,000. What's their

scaling speed?

>> Yeah.

>> Zero.

>> That's and so it's just very simp. You

have a curve and here's a curve and it's

game over. And so I don't think Whimo

is,

you know, this is too easy for every

analyst. You just have two curves. You

extend Whimo's curve in 2,100. They have

like 5,000.

>> I don't know. I think you're being too

generous, Joe. We already know several

analysts who has said and repeated many

times,

>> uh, this is a commodity. Uh, Tesla

proves it, great. But all other car

companies can get it out in six months.

It's just

>> But this is all specul. I think this is

will go out of the window because it's

total speculative stupid talk

>> h because no nothing happens on any

front at the moment where Tesla actually

scales it's game over because then they

look stupid it's like well nothing is h

what are you talking about nothing is

happening but

>> just comment that they don't believe

themselves okay um so this is an odd

move by who I don't know why they did

this you tell me who bought Apple's

self-driving car proving ground for $220

million So, if you remember, Apple had

this program that they spent 10 years,

$10 billion because they really wanted

to get into the self-driving car project

uh business as well. Then they abandoned

it. Well, they had owned a 5,500 acre

self-driving car proving ground for 200

or for in Arizona of which just bought.

It includes a 115 acre city course,

35 acre vehicle dynamics area, a four

mile oval track, and a freeway course

for AV testing. So, this is like a place

to test an AV in your own private

grounds. Like, why do you need that

Whimo? You're apparently got 10 cities,

you've got 3,000 cars, you've got all

that data already. Why do you need to do

this? I don't understand. Uh, the

purchase rounds out Whimo's already

robust network of closed test courses.

The Alphabet owned company still uses

the castle proving ground in California

as well as a transportation resource

center in Ohio. Both of these are

dwarfed by the Arizona location. So, I

don't know, man. So, yeah.

I mean, uh, you know, my theory about

Whimo, my my theory about Whimo is they

just don't have a technology. I think

it's fake news. That's what I think. I

think they have to remote control these

cars

and they can't really test them in the

real world. I mean that's the big

difference to Tesla. Tesla does not

remote control the cars because you have

millions of people who have FSD in their

Teslas. You cannot remote control them

and they have used FSD all over the

place. That's why I'm saying I always

said the technology advantage of FSD

over Whimo might be vastly greater than

anyone thinks because Tesla has proven

that this stuff kind of works not maybe

not perfectly but it works in reality

because you can't fake this whereas way

more absolutely can fake it with 3,000

vehicles. I mean you you hire three thou

not even 3,000 you hire 300 people in

the Philippines

>> and you can remote control them all.

It's ridiculous. So

>> not remote control but you know whenever

there's an issue they're carefully

following it every

>> while you can live life monitor all

3,000 without a problem by humans which

is fake. So I think the fact that they

are buying these proven grounds is

another indication that I might be right

because you know what I think it is

self-driving unsupervised self-driving

you can't do that in a real city and

they can do it in their proving grounds

and just remove all the oversight and

put them all in there and let them drive

and see who crashes. So I think I I can

just reemphasize this. If you look at

the Whimo team, how they approach

things, if you look at Tesla, the odds

that Whimo simply doesn't have full

self-driving are high.

>> Yeah, I think I think uh remember you

and I have been saying for quite a while

that your theory has been that Whimo has

used LiDAR and they did that because

they started a decade ago and that was

the only tool and now that they've

invested heavily in it, they you can't

just pull it away and that's why they're

still stuck with it. But they know it

doesn't work and they know it doesn't

scale. Then your theory was we're going

to go and expand to 10 cities. We're

going to get the reg regulation. We're

going to get it going despite that it's

completely live monitoring and remote

workers and costing us billions of

dollars. They lose a $100 per ride right

now. Every ride loses them $100. That's

okay. At least we're there. But then

they're going to switch out the cars and

they will have eventually their own

neural net vision only solution.

>> And now let's say let's say you're doing

a vision only neural net solution.

>> What do you do if you're whimo? You need

a proven ground and let's say you throw

300 cars out there to test it out and

capture data because what did Tesla do?

They put it into their normal cars and

let you and I, you know, me drive this

thing around and then testing FSE for

them FSE supervised. They don't have

that ability and so they need to have

their own proven grounds to be able to

do this. They're testing in their neural

net vision only solution. It could be

one solution, one answer for why they're

doing this.

>> Yeah. Uh it's just an indication that

they don't have solved they didn't solve

the problem yet.

>> I mean we don't know if Tesla has this.

They might have a tiny little racetrack

but they don't have like acres of a fake

city.

>> We don't know that they're doing that

>> because they've got global the real

city. The the thing is that Tesla has

proven beyond a reasonable doubt that

they have something that is real because

you can't have FSD in millions of cars

and monitor it. It's that simple. They

can't fake it. Whereas

>> have live monitoring of my car when I

decide to go to the restaurant tomorrow

tonight. If I go to the restaurant,

there's somebody there going, "Oh,

there's Herbert." Herbert,

>> that's not gonna happen.

>> I'm telling you, Joe. I'm telling you, I

keep telling you every time we watch

this. I am

>> Well, but my problem, Herbert, like my

problem always was I don't doubt that

there is no competition. I always was

was very clear on that. My question is,

does it when does it sufficiently work?

That was always my scary question. Hard

to tell, but I mean there's lots of

witnesses who say like you and many

others, well, it works with me nearly

always. So then it gets to

>> 100% never have not had an issue. No

critical disengagements. I do a lot of

disengagements for parking and my garage

and know so forth and and uh I think

they just want to be perfect.

>> But you know in general I'm very

comfortable with it driving me anywhere

in the in my states that I go to. So I'm

again it's just a one person. So who

knows if that's not yet there's

incidents people are having incidents.

Okay. So that's what we're we don't know

yet because we're talking the law of

large numbers now and you got to be

perfect. So we're not there yet, but

once it is, it can be done almost any.

>> I think there's also another problem by

the way. Uh I don't know who said this.

Someone smart said it on X that if you

put your commercial hat on,

there's a whole different problem that

people underestimate. You need a

critical mass of cars if you want to

have a business. right per city you

can't just if you have real uh ride

share you cannot have a 100 cars in

Austin in my opinion

>> or you'll lose money yes

>> or you lose money or you have

unsatisfied customers who say why do I

have to wait 15 minutes so there is uh

network effects and all kinds of stuff

so you need out of the gate a critical

mass and so

>> very good point

>> otherwise you just lose money left and

right and they have very unhappy

customers and Uber uh way more solve the

problem with Uber so they just weave

Yeah, weave it into the network. That's

why they don't care if they have just

two cars. But Tesla can't really do that

if they get serious about actual

commercial use. Not just Herbert and

Joe, the fans, but like normal people.

>> So, and that's a hurdle, right? So, but

this is just to the point of Kathy

saying all at once,

they might have to do it all at once if

they want to be commercial.

>> Makes sense actually. Makes a lot of

sense.

>> Which is like an interesting point,

right? Maybe they also waiting for that

point which is a much higher hurdle and

that would be of course deadly if you're

shorted the stock because if they

actually have to do it like oh we can

only do we can only go from uh uh 20

unsupervised to 2,000 in one day that

would be interesting like

>> yeah I think they need minimum 300 to

500 per city um otherwise look right now

you're pissing a lot of people off in

Austin lots of them 20 minute wait times

you know sometimes you don't get it all

that um it's down a lot. They pull cars

off, but then why are they creating

these lots and filling them up with many

cars and then they keep pumping out the

cyber cabs because yeah, they're they're

going to get enough per city, let's say

300, 500 per city and then when you roll

it out, you don't want to piss like so

you don't want to expand beyond Dallas

and Houston. They just did Dallas and

Houston just to show they're making

moves. You don't want to keep rolling it

out if you're only having handfuls of

cars. So, you're right. I think that's a

very good point. Yeah. All right. Okay.

Thank you so much.

>> Also, you see you see like a lot of

these cars, not just Cyber Cast, but

when you look at these lots, these are

like a 100 cars or something or more,

>> right? Yeah, that's what I mean. They're

they're building them up. They're going

to so that they're ready when they're

launched this real service.

Thank you, Joe. Always very insightful.

Appreciate you. Check out his website at

pionerlands.org.

Thank you, everybody.

>> Thank you. I've created a website that

is the most comprehensive resource for

the Tesla investor. Please check it out.

Simply go to my website at herbond.com.