Elon Musk made several major announcements about Cybercab and Robo Taxi this morning. Both very bullish. First, Elon confirmed that production for CyberCab is on track for April. And he said, quote, "It's an all-new product and radical redesign of car manufacturing to achieve five times higher production rate." He also said Tesla will have the largest fleet of autonomous vehicles as far into the future as he can imagine. Second, so far the speed by which Tesla's adding to its robo taxi fleet does appear to be on track for the doubling that Elon promised. Over the weekend, Tesla's increased their fleet by over 30 vehicles now at 332. Third, new hirings point to expectations of scaling. Tesla's hiring for robo taxi pricing software engineers, rental readiness specialists, ramping up its rental program in multiple states, and even more AI safety operators across 12 locations simultaneously. Fourth, cybercap testing has grown to a total of 26 vehicles across six states. Finally, it's been discovered that since Whimo car doors don't automatically close, they're paying Door Dashers up to $11 to close the doors for them. Let's see what Tesla's approach might be. We're going to ask all these questions to Jeff Lutz. He's a multi-deade supply chain executive and chief quality officer. He's now CEO of his own high-tech manufacturing consulting firm. Jeff, uh, Elon's been out this weekend. Very, very bullish. I think you made two or three very bullish statements. Uh, let's go through each one of them. How are you doing? >> Good. Good. Yeah, I mean we're right at the point now where, you know, they've made decisions for when a lot of these things are going to roll out. Unsupervised Cyber Cab and then we have an Optimus reveal coming up too and a Roadster. There's just a lot happening. >> I forgot about those two. But these first two, it does feel like uh and and you've been tracking it with us so closely, but it feels like there's no turning back at this point, right? I mean they've invested so much money in cybercap for example and you can see the signs that is so much R&D so much money that they're thrown in they're expecting this to go uh let's start off with this uh John Erkman pointed this out he said 10 years ago Elon Musk predicted cars would later have no steering wheels and the audience laughed I'll play that video Elon replied Cyber Cab which has no pedals or steering wheel again a confirmation here. No pedals or steering wheel starts production in April. And then Joe Bacti just this morning said another confirmation for April. Elon keeps doubling down on this date and it's only 6 to8 weeks away. And Elon said it's an allnew product and radical redesign of car manufacturing to achieve about five times higher production rate which means the output scurve will be very slow in the beginning but ultimately super high volume doubling down five times the production rate. Let's listen to what he said 10 years ago. >> Know that the there's a big gap between those two programs and self-driving cars. But is Tesla on its way to a driverless model? >> Um, yeah. I mean, I think the the whole industry ultimately will be producing autonomous cars. >> And of all those um new self-driving cars out on the road, how many of them will have, you know, it's like a um will have a steering wheel versus not having a steering wheel. It's like the you know, just a remnant of the past, right? >> Sure. the steering wheel thing I'm not sure. I mean there may be some perhaps um auxiliary steering wheel that um only pops out when you know when you need to take manual control for whatever reason. >> Um but probably if you go long long term my guess is there there isn't a steering wheel in most cars. It would be something that you would have to special order or something like that. >> Wow. >> In most cars, not all cars. And I I I do want to be clear like predictions are not endorsements. >> Yeah. >> You know, so I'm not saying that this would be a good or a bad thing. I'm just saying that this is probably what will occur. >> This is pattern recognition and anticipating what's going to happen next. >> It's it's likely. I mean, I think it's sort of like elevators used to have a manual elevator operator >> and you'd have somebody would be sort of moving the lever and be able to do fine-tune adjustments um of the elevator for each floor. Um, now there's no manual controller for for elevators. >> Yeah. >> I think it it's going to seem the same way for cars. >> Yeah. >> What do you think, Jeeoff? >> Yeah. I I think I can help contextualize this for people. I'm near 100% confident that they will start production of the cyber cab in April. And that points to convergence of a couple of things. One is their confidence in unsupervised self-driving being imminent. And we can see that with the the cars on the road, the Model Y's driving autonomously with no driver in them in Austin. That's one. And two, it's their their confidence in this new production unbox system. And the reason why I'm so confident that they will start production in in April is in my experience when you're doing an extremely complex product with many many new things, the worst thing you can actually do is say there's a hundred new things on this thing and one thing is not quite the way I want it to be. So let's wait a little bit and let me fine-tune it a little bit more. But you still have these other 99 things that you think you've gotten right, but you still need to try in production. So what we would do, and this is what happens a lot in tech, is you would start, you know, you're you're own, you have your own rules, you have your own process, you have your own gates, you have your own quality criteria. You can do ultimately what you want in terms of starting up a production line. the best thing for Tesla unless there's a catastrophic issue found on you know February 16th which I don't believe is the case you start you plan to start you start they've started their they started the electrical supply base in Q4 I can say that with confidence just given lead times and then the mechanical electromechanical supply base started you know this quarter maybe even late Q4 but definitely this quarter in Q1. And by all of those suppliers being up and starting, that's another vote of confidence. People think that Tesla really starts incurring liability in April, and that's not the case. They already are. They're already bringing in inventory of materials. A lot of it's at suppliers right now, but it'll start rolling into into Texas and probably already is rolling into Texas for production. So in summary, the start of production is something that is controlled and something they can do, but they may not be at the rate that they want to be at because they have they have set a mile they have a set of goals for what's needed to start and build the first production unit and then there's a rate they want to achieve by week. They may not be at the rate, but as long as there's nothing blocking the best thing that they could do, the best thing for them would be to start. Because if you don't start, you're not going to discover new issues and surprises at lower volumes and lower velocities where you can fix them more quickly and go back up into your supply base if needed and fix it quickly. The worst thing you can do is just sit on a ramp and wait for everything to be perfect because if you do that, you could have a lot more surprises and a lot more liability piling on top of you. So, in summary, I think I'm highly confident they're starting in April. Yep. Uh and in another segment when we get there, we're going to show how many cyber cabs, all the spotting. It's a lot more than people are realizing. And so they're starting. We'll see more about that. We'll explain more. Um here's what he said, Elon about uh oops, here we go. About what he thinks is going to happen in the future. Tesla is going to have the largest fleet of autonomous vehicles. So Ne Cruz Patain reminded everybody that in uh just December, so that's like you know what about a month and a half ago? Two months ago at this point I guess Elon said this Whimo never really had a chance against Tesla. This will become obvious in hindsight. This will be obvious in hindsight. >> Yeah. >> And uh this guy Jesse Pelan said Tesla will be the first to have a large autonomous fleet. Second, third, fourth, and fifth will all be Chinese companies. And Elon replied to that. He said Tesla will have the largest fleet of autonomous vehicles as far into the future as I can imagine. Uh yeah. So what extent do you think that he's just bravado? He says things like this doesn't turn out to be true. >> Well, I this has been over 10 years in the making. If you go back to the Whimo >> statement and they've been working at it for even longer, but it it's two different things happening here. Whimo has been working on getting a driverless vehicle and they've had prototypes. They've been running all over the Bay Area for for years. I I remember being in the Bay Area and you know 2012, 2013 all the way, you know, through even even recently and before anybody saw a driverless, you'd see these things running around. But they've been approaching it differently. Tesla's focus has been on a production high volume solution. >> Yep. >> And they've kind of started with a single a single vehicle prototype of like let's get this proof of concept working. And they're two different and they're both kind of valid development models, but where they diverge is on unit economics. And what Tesla's been working on for over 10 years is the charging network. They've been working on uh the the their service network. They've been working on getting their factories to build cars more efficiently, more the the way a Model 3 is built today, the way a Model Y is built today is drastically different than 2017 and 2020. And this is why when I see, we'll talk a bit and maybe it's tomorrow too about this whole thing of of China cars coming here. >> Mhm. This took a long time for Tesla to figure out the economics. So where Whimo and Tesla diverge when he says they never had a chance is if you start out it's the it's the unit economics design that never had a chance. If you have to go buy your car from somebody and then you have you have to pay them a margin to buy their car and then if you're going to remman if you're going to tear the car apart and remanufacture it, you're going to incur a massive expense. And people always jump to the sensors and say the sensors, the sensors, the sensors. I'm going to tell you that that's not going to be the largest difference in this whole equation. The largest difference in the whole equation is knocking out the steps that should never exist. Knocking out the margin nodes that should never exist. And and this has been a decade in the making. This isn't like you just fall into this. So this is what the other people I see other people think well as soon as Tesla figures it out five others will like a cut and paste of software. This is not a large language model. This is not this is completely different. This involves hardware engineering at at a you can't cut and paste this stuff. You you won't be able to do that. And that and that knowhow, even though Tesla says they publish their patents, the knowhow and the connective tissue between those patents is not published. I guarantee that. Yeah, that's a good uh point to make. Right. There's infrastructure, there's hardware, and then there's the software technology, in this case, neural nets. And Elon has been talking about it for a decade. He's been doing the hardware and the infrastructure, and then the neural nets came in into play. Uh but boy they they're really building it up to scale now. You've got it just crazy. This weekend every day I would take a snapshot. Okay, I'm going to present this on Monday and then the next hour it changes. It kept changing from 300 to 328 and even this is old um Cole Grind said in the past two hours since last read the Tesla robo taxi fleet has grown by 19 more vehicles primarily been seen in Bay Area. Of course, this is uh robot taxi tracker Ethan McKennon and uh we you know it's only when somebody reports it so it's not exactly perfectly accurate but still this idea as a proxy seems to have grown quite significantly. >> 328 >> up it's 333 now. Yeah. >> Yeah. That's what I'm saying now. Then it became 329 and then it was 332 this hour ago and now you're saying it's 333. So, this idea that they're doing where they're throwing more and more vehicles uh a as we're talking matters. There's 46 that are active in Austin. Um but, you know, of course, those goes up and peak and down and depending on timing and so forth. And then how accurate is this one? You know, actually >> I think don't quote me, but I think for Elon's uh doubling goal, I think they got to get to about 500 by the end of of February. And I think it's important I think it's important to start >> uh maybe 600 500 to 600. It's important for Tesla and Elon to hit these near-term milestones, I believe. Do they need to hit it to the exact number of cars? No. But they have to they can't be wildly off. So, the earnings call was January 29th and we know how many vehicles at least this app spotted. And I think there could be some differences, but that's fine. By the way, just like the people that count Tesla cars at the end of the quarter, by the way, I actually think this system is >> is better, >> right? >> When Tesla does these big divergences where they're going to put a bunch of cars out, this thing won't pick it up right away. So, just people should just understand that. But at the same time, it's probably a very good tool. But I think the point is like Tesla needs to hit these goals and I think they I think they can. So I know we're getting excited. It went from 39 to 320 to 333. This has to be a very big week and they really need to start hitting these goals. By the way, I'm not saying rush it out for the sake of rushing it out. Um but I think it's important for these near-term milestones. >> Yeah. >> To be hit. >> This is uh robo taxi tracker. Check out his website. Uh, it's built by Ethan McCanna. That's a great job. This is a fantastic site. Now, I do think um I know you're saying that people count cars. What he's actually think I don't know the exact thing, but I think he's actually using like video camera feeds from the city. >> Oh, it's different. Yeah, >> he's tracking actual feeds from the cameras on the uh street lights or whatever you call it, you know, the the city and then they're capturing license plates. Anyway, so um the other thing that's interesting just very quick is it looks like that uh the Robbo taxi fleet consists of diamond black and ultra red models. These are the the ones that they're using. Just you know interesting. So it's going to be black, red, and gold. Maybe they'll make u all gold. Who knows? We'll see. >> Yeah. >> Um lots of hiring. Okay. There's so many things here going on in hiring. I wanted to ask you specifically. So Tesla's hiring this robo taxi pricing software engineer to build pricing models and algorithms to support dynamic and surge pricing. So robo taxi pricing um I don't know if you saw this but yeah thoughts on this one. Look at this. Develop workflows that leverage LLM and Agentic AI to improve decision- making automate planning and adapt to real time operational constraints like market demand or traffic conditions. >> Yeah. So the the this type of work will will not go away. You need someone to be the architect. I know people think AI is just going to swallow everything. You still need an architect for how are you going to put these pricing models together? What's the logic behind it? So the other thing is when you see conservative companies with conservative management in terms of balance sheet and spend management and you see lots of requisitions going in growing and growing and growing they have visibility. They have striking visibility. Sometimes they could they make a mistake? Sure. But I would say it's not typical of a conservative company that's conservative with spend to have this many open requisitions and they just the new ones just keep coming every single week. They are very confident in their future cash flows and they are very confident in the product they're building or you would not be expanding at the pace that they're expanding at. >> Yeah. Robo taxi pricing. This is great. Okay. And then rental readiness specialists. So, we've been reporting that Tesla has a rental program. Few people even know about this. They don't even talk about it. But this rental program started off in San Diego and then every week they're now announcing new cities and we've been reporting that. But look at this. This rental readiness specialist. These people are being hired in Raleigh, North Carolina, West Palm Beach, Florida, Arlington, Texas, Jacksonville, Florida, Buridge, Illinois. You know, these are like, you know, this is everywhere. And so what what these rental program is very different where you can rent a Tesla uh any Model 3 X I guess X and Y, but S X and S also, but maybe that will go away. that you can rent the Tesla for 7 days everything uh included 60 bucks a day or whatever it is depending on the car and then uh but you can use supercharger you got FSD in it 7 days this as we've talked about must be related to future business model where Tesla can basically just you know you you rent a car instead of buying a car in it's kind a super different kind of a mo it's a different kind of segment than robo taxi But very similar. Um I like what Bradford Ferguson said. He goes, "Do we really think this is just about rentals?" I think not. This ties into robo taxi fleet management also. What's your thinking of how rentals and robo taxi might, you know, intersect or are they completely different things? Tesla has recognized that the auto industry is going to go through a transition and instead of sitting on their hands making, you know, some bizarre annual trip to China, the to do window tours of Chinese factories, which they already have, one of the best factories in in China and factory parks in China. Tesla is inventing and and they're they're they're casting their line out for where they see the auto market going. Remember their model today. Build BTO, build the order. That is a supply chain thing. It's a build the order, which is from a supply chain perspective actually quite good because you know that you have demand for the product you're building. Okay, that's what Tesla started their business with. And then to grow volumes, they started they started to build the inventory, which is I think these cars sell a lot. I know the data by region. I'm going to put these out there. Now, it's clear with Cyber Cab and Robo Taxis that Tesla is going to own and operate fleets. And if you look at the business today, a Model Y could roll off the line and it could roll into a BTO slot. It could roll into an inventory slot for sale. And now it could potentially be a cyber cab or it can be a rental. And Tesla doesn't necessarily even need to determine that when it's in the factory. It can be determined in a postponed. That's another supply chain term. this postponement matter where the only thing that differentiates these cars most likely is going to be what software gets blasted into them. That's very powerful. This is another channel. People are not going to traditionally own cars. What Tesla's play here is if cyber if cyber cavs are going to get the 20 cents a mile, people are going to do the math and say 20 cents a mile. That's and by the way, that's a cost number. Uh the price to consumers could, you know, could be higher, could be 30 cents, could be 40 cents a mile. The point is is the math is working out for people that drive and people drive less in and especially in many urban areas, they drive less. You just do the math. Am I going to spend $4,000 a year on this convenient taxi that's that's there whenever I want it? The doors automatically open. I have plenty of room to store my stuff. I don't have to drive. Am I going to do that or am I going to own this thing that depreciate? Am I going to go buy this thing that's going to depreciate? That's going to have I'm going to have to service it. I'm going to have to deal with all these things. Now, there are pros and cons. I'm not saying car ownership. I'm not in that camp of car ownership going away. I'm gonna own a car. But I am in the camp that there's a transition happening and it's a meaningful transition. And what Tesla's doing with this rental setup is I believe they are this is a new channel for them. And it's I I agree with Bradford that they are preparing for fleet management. >> And if it's not just an experiment because if it was an experiment, maybe they have three or five of them, different cities, test it out. They're going full on. This is going faster and faster and faster. They're hiring people. Uh I haven't even heard about it. So, it's just crazy that they're already seems to be like going to blanket the state the country pretty quickly. >> And you know what? Just a bit of a a quick like >> Yeah. >> You know, we'll keep it clean for your channel, but like an FU to Hertz and all these other companies that blamed Tesla a couple of years ago saying, "Oh, the car is this, the car's that." Tesla looked at the whole rental process and said, "I'm gonna automate it. >> I'm not going to have all these people that are, you know, all these people behind these terminals that are typing things in and printing out these tickets and putting them in a folder and then they're in a booth and they're checking it. >> Everything's going to be automated. Everything's going to be Bluetooth low energy. Everything's going to be automated." And you know what? You you thought that you had a bad you you thought that my cars created a bad business model for you. What happened with Herz is they ordered too many cars at the peak COVID pricing of cars. They screwed themselves and then they come in the media and blame Tesla. My guess is Elon kind of looked at that and said, "All right, we will probably upend this industry in a couple of years." The rental industry is a real thing >> and it's a it's a form of advertisement, isn't it? Can you imagine? Like, you know, charge the rental to be very very low. People come in there, they see it out, they got an app, a Tesla app, Tesla app account now. They can use the robo taxi anything they want. They go, "Oh, I can buy this car. I can rent this car. I can, you know, get a ride on this car from Red Hill." Yeah, >> it is like get, you know, get out there and get as many people uh butts in seats. This is the way to do it. 60 bucks a day and you got it. Um so AI safety operators 12 locations simultaneously. Look at these places that they're at. Houston, Orlando, Palo Alto, Fema, um Farmers Branch, Chicago, Austin, Tampa, Sunnyale, San Francisco. So this is the people that would be supervising before they then turn it to unsupervised robo taxi. But basically is a robo taxi roll out. Look at all these uh hirings that they're doing everywhere. So it's happening and it's happening beyond just the seven cities that they've announced by the first half of this year. They did not say how many would be the second half of this year. If they can do seven cities the first half, theoretically they should do at least seven cities the second half or more more, >> right? And and they control so much. They can control a number of things. They can run these vehicles in sloth mode in the beginning. They could do all kinds of things to reduce the probability of an incident because this is what this is all math. the more this is why you this is why you start seeing more and more stuff about Whimo in the news is because they have they're getting more and more cars out. So, but Tesla has the ability to control so many things centrally to do this safely and they should just go I mean they should really honestly and and remember the models improving in the background and my guess is Tesla has AI tools that they've created now to better evaluate these models. I think that's been part of the issue and part of the gap in time between major updates is how do you make sure this model is actually better than the one it's replacing. And my guess is >> in any test process before you release to production, you want to do two things. You want 100% test coverage. You want to think through everything and you want to get through those test cases as quickly as possible and expose everything. And my guess is Tesla's creating AI tools to to do that. And this is this is when it's really I mean it's been game over for a while. I'm not by the way I'm not saying that there's not going to be a number two. I'm not and you're not of this like oh there's 100% mark they don't need 100% market share but they're going to have a lot of market share and just like what we talked and there's these weird disc discussions on X of well see like everybody made EVs. You said that Tesla was g Tesla is dominating. >> Yeah, >> they are like if you have 40 they have I think I think they had 63% share now that others in the US that others are starting to pull back. They are dominating and all these other companies are doing is they're pulling back because they never made it an EV profitably. Same thing's going to happen here. They don't need 100% market share, nor will they have it, but they'll have a lot of market share and it'll be very profitable. And those hirings, by the way, I want to point out a couple things. Full-time, but also part-time and also nighttime. So, they are, you know, covering all bases. Cybercap, um, there are a number of things we see here in CyberCap. Cybercap testing fleet has grown to a total of 26 units. Uh, one more CyberCap has been added for testing in Austin. Total 26 vehicles across six states. Austin 20 units, two units, Bay Area, one unit, one unit, one unit. So these things are sounds like a just normal vehicle kind of like readiness. Uh but then these 20 units, they appear to be ready getting ready for cyber cab robo taxi probably testing as well. This is cybercap tracking. This is how they're tracking it. >> Yeah. >> Just that number is going to keep growing. >> Yeah. And then uh Cyber Owl has been tracking uh lots of videos that she's been able to put out. She was uh her name's Reema and she was the person that uh when when Xander and I took the very first robo taxi ride ever in Austin in June. She was uh we met her when we parked just randomly. She followed us. She saw it came out. So she's following this and she was saying there's many many different cyber caps. uh in in this video for example, there's many that she was able to see in one one go. Yeah. Thoughts on the cyber cab ramp 26 and 20 in Austin? Well, I mean this is what you need. You need you need to get that density within a city to start testing interactions and start testing all the ancillary things. Has anybody seen these roll into a wireless charging bay? I'd love to see that. Has anybody seen this go through a cleaning process, a robotic cleaning process? I'd love to see that. So, these are all the they have to test all these things. They have to test uh road condition, tire wear, they noise, uh vibration, they've got to in Chicago, all the salt. The roads are just covered in salt even though we're getting, you know, there's good temperatures now. just what it what happens to the the the body mechanics and the finishes with with that. What happens when it goes through a wash? Um so all these things have to be, you know, just tested in the real world. What happens with these doors if you if you wash the vehicle and then you're out in 25° temperatures? These are all the things that they just got to go through the paces and and do the testing. I'm telling you, you don't want a single hardware failure at this point. When you're at this point in a program, we would we would call this the fa like when I was chief poly officer, like when you're in this final when when everything is coming off a production tool and everything's coming off a production process and the volume is this low, it's you know, you have handfuls of car 20, 30 cars. You don't want to see a single hardware failure. And if you do, you want to jump on it within seconds and you want to root cause it because you say, "Okay, I got 30 cars out here. I have one that has an issue." That's a catastrophe. But let me tell you, you want to fix it right away. It's there's a different sensitivity at this stage than what you would have had four months ago. That's the point. Here's the other point. I This is why the other reason why I'm so confident they're starting in April. Who are these cars shipping to? themselves. >> So if there's a problem, they don't want to they don't want to build a bunch of cars and have a have to service them and have a bunch of problem. But this is a very unique launch for Tesla cuz before you want to get, you know, the first 10 Cyber Trucks, the first hundred, they're going to have all kinds of eyeballs on them. You're going to customers. These are going to Tesla. If there's a problem, they're going to yank it out of service. They're going to root cause it. They're going to make sure everything in production is resolved of that issue and they're going to carry on. This isn't going to have some sort of like big media again unless the thing like the tires pop off the car, you know, and there's somebody video taping it. Um, which isn't going to happen. But anyway, I just I think the point for viewers is this is a unique launch. Tesla is launching to themselves. >> So, they can start production, they can run it at the rate they want to. This is why I'm so confident they're starting in April. again unless they find a catastrophic issue and then they'll start flowing out of the factory and just go into these testing. So instead of Chicago having one, it'll have, you know, 20. You know, each of these cities will start getting populated and that's how they'll ramp, but they'll all be under Tesla control. >> Yeah, I can see what you said earlier was you're right, uh, they need to start, but then there's a balance between how many do they pump out? They need to pump out a lot so they can find these problems because if they did if they because at some point they're going to pump they're going to go mass scale. They don't want to discover the problem then they've got to discover now. So there's probably a beautiful number of hundreds or thousand cars out there and then really closely watch them to make sure before they go and do tens of thousands, hundreds of thousands. >> Yeah. um >> you typically run it at a quarter rate uh you know 3 to 6 months out from production and then you start slowly picking that rate up but you're not on a production line yet. So you're right. the problems that they'll see running at a slow 10% 25% rate when they start versus okay let's have a day and it could this could be soon where they just push the line and they and they push it at full speed >> that will expose different issues maybe tolerance issues maybe process related curing issues things like that are related to that right >> so there is a difference and they want Tesla will want to expose that we would call that process And this was this is actually from the auto industry. We pulled this. It's called a run at rate. And what you want to do up in the supply base and in your factory is, you know, you're not ready to run at that rate full, but you want to have a period of time where you stack up some material and you do it because you will expose different issues at peak rate versus at running at a very slow rate. >> Wow. Jeeoff, I really appreciate you. This is the experience that we're thankful for. Uh you've done it. You've Uh, this is curious. I, you know, people are making fun of Whimo on this one. I'm not yet sure if I'm ready to do that. This is Whimo discovered that they are paying people, in this case, Door Dashers. Funny name, they're they'll pay him $11 to close their car doors. So, if somebody leaves a Whimo, by the way, in that video in Austin, of course, there was Whimos also everywhere. Somebody leaves the car door open, they'll pay somebody, in this case a Door Dasher, to go to that car, close it, $625 guaranteed, and then upon verified completion, we'll pay you another five bucks. Yeah, this is in Atlanta. It truly is a Door Dash. Is that funny? Could it could actually be so big of a business that Door Dashers truly are Door Door Dashers. They dash to close the door. >> Uh, thank you to Kent Williams for doing this. >> Yeah. And I don't I haven't um I don't know if they alert the user. That's what you want. Like you want to alert the user and you probably want to find them a little bit too and say, "Hey, you >> you left one of our vehicles where it was not operable. So wait, we're going to give you the chance. We're going to alert you. >> And if you don't go and remedy the situation, we are going to charge you." So, you just don't want this open loop where a bunch of people just start taking Whimos and leaving the doors open so their Door Dash buddies can get, you know, 11 bucks. Uh, I don't think it's going to happen. I think this is actually um good quick thinking by the Whimo operational team, but now you need the permanent fix. So, you need to think through what more of the permanent fix uh is and is it in car design? Is it in the app? Is there you need something that that gets you out of this this loop. >> So what is uh Tesla's approach on this? Uh did you said earlier that you think that Cyber Cab's door self uh present meaning that they'll open and then they're self close. >> Y >> if they can self-present they should be able to self close. I mean they've been doing this for the the Model X. It's not something that they can't do. Even the Model S, right? They the doors open up. Uh so is that the expect? Now I guess my question is not that >> I can imagine that >> okay I can imagine that they can do this for the cyber cabs >> but I don't think that they would beble to do it for the model wise >> correct >> do you know >> correct no you have to do this in the you have to do this in the app you have to you have to alert the user you have to you know make a ding make a siren do something that's a little bit annoying but it's hey you've done something annoying you left our product inoperable and you got to give them the chance to remedy And if they don't, and this is why you have Tesla setting up >> all of these different command posts in these major cities. This isn't you're going to have to have some operational overhead in these cities. There's just no way around it. It's just a question of how many. >> Um, >> so yeah, the Cyber Cat's the real solution with the self. Now, they've got to make sure that they design the seat belts where they auto retract, where they're not long enough to hang out of the door. Can the door close? You have to you have to think through >> all of these different things. Um, you can't have a a a mat that separates from the floor of the vehicle. That could get caught in the door. You have to think through all these different thing. Again, we would call this a failure mode effects analysis. And we would we would go through this methodically and we' figure out what are the probability of occurrences and what's the severity to the the product or the user. This is the kind of reasons why it's taking a long time. It's a little bit slower and I think Tesla will probably have to do something very similar to what Whimo's doing for at least the model wise. We'll figure out what they I'm curious how they're going to approach it. See if that's still the the path. I don't think so. I think they've got their they likely have a different solution to this. All right. Wow. And that was just a selection of the stories. I had to cut a lot of other stories that came out. Uh but uh good news for Tesla. Elon seems very very um uh bullish and you obviously have confirmed that from your knowledge this is what's happening. Both cybercap production robo taxi rollout things are happening. Thank you so much Jeeoff. Follow him on his ex account at the Jeff Lutz. Thanks 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 herdomm.com.