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TIMESTAMPS
0:00 Ford CEO On Tesla Partnership: Huge Future Implications
6:58 Huge Tesla Bombshell About To Drop
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In this video, a massive Tesla bombshell is around the corner. Let’s follow the breadcrumbs.
Tags: #Tesla #ElonMusk #Ford #Cybertruck #TSLA #TeslaStock #TSLA #TeslaBot #Optimus #Cybertruck
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As always, in this video I’m just sharing my thinking process and my reasoning. Keep using your own brain. Don’t be a sheep. 🐑
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Loads of stuff to cover today folks including this to start things off Ford CEO Jim Farley explaining rather candidly why Ford partnered with Tesla for access to Tesla supercharging Network the adoption of Tesla’s charging port which Tesla themselves prophetically called the North American charging standard knowing ahead of time
What would eventually happen and then just after this a huge breadcrumb being left by some rumors coming out of Ford that seem to suggest something massive in the works that will be hugely beneficial to Tesla so I guess it was you know personal experience and then more curiosity and then talking to Doug
Then seeing the data coming off the vehicles and knowing that our first charge percent was not competitive with Tesla it became pretty clear pretty quickly that you know we could continue to kind of be arrogant and keep our head in the sand or we could really call them
And say look we really want to do this so the first thing I want to add here is remarkable Kanda from Jim FY which is really important to hear Ford faced a massive uphill battle just to survive the transition to EVS but Jim is not only doing what he believes needs to be
Done but he’s willing to be honest his previously praised Tesla as the leader admitted that Ford Engineers are learning from Tesla engineers in terms of how to put together an electric vehicle he’s praised musk this is in direct opposition to the politician in CEO’s clothing leading and I use that
Term loosely government Motors mayor BS bar who still by the way has not made a single post on X since musk acquired the company which is a total coincidence I’ll by the way she also happens to sit on the board of directors of Disney who boycotted X over propaganda from fake
Research firms around supposed ha speech so I don’t even know why I mentioned that actually uh yeah Mary’s really competent There’s No Agenda she’s very respectful and super honest and when she says that GM will surpass tesar electric vehicles sold per year and shakes a head World saying that she believes it’s
Possible that’s not a red flag she’s very honest you can trust her she and Jim f are identical in terms of their character their values and their integrity anyway I just had to give credit to Jim as I’ve said in the past and it really is important until you
Hear leaders of companies Legacy Automotive manufacturers admitting a they are light years behind Tesla B they need as much help as they can get C Tesla is the industry leader D they’re learning from Tesla praising the company publicly and openly admitting the truth until you hear these things these
Companies are still in the first stage of grief denial huge red flag and again it matters more than it might seem in my opinion Jim Folly is trying to save forward as opposed to the likes of Mary bbar who is trying to get canned via a golden parachute within the next 5
Years probably even less than that after which who gives a what happens to GM because she’ll no longer be employed and and that’s that’s what happened so uh I think I actually reached out to Elon personally and said you know I know you’re Mission build company I know you
Don’t know much about me and but you know we’re number two in the EV market now this was like two years ago and you know if you’re Mission driven and the number two player albeit a fraction of yours comes to you and says like we’d be willing to switch formats in our future
Products uh as long as you would give access in the interim with an adapter you know are you game you know because for us it seems weird that if you’re Mission driven why you would say no now this is an important and very OnPoint comment from Jim it’s true believe it or
Not that tesar is in fact Mission driven they do in fact believe in their mission they are in fact Guided by their mission which is to accelerate the world’s transition to sustainable energy not to accelerate Tesla’s success 2014 a decade ago Tesla literally open sourced their patents this was the moment that anybody
Observing from the outside would have realized oh they actually mean what they say they actually do give a about transitioning the world this is insane they’ve open sourced all their patents all their technology anyone can use it as long as it’s done so in good faith
How bizarre think of another time when a company producing technology products and at this point in time by the way desla there was nothing else happening apart from a little bit of action in China some early a startups no one was even thinking about electric vehicles besides Tesla and Tesla like here’s all
That everybody go for it when need more electric vehicles here’s our free go for it many Chinese companies took Tes up on the offer this was clear evidence via actions not words but actions cuz actions speak louder than words that Tesla really was a mission driven company and this is extremely
Important as an investor because if you understand that Tesla is Mission driven you can make a lot of predictions about future actions more of that in a moment that will be taken by Tesla including the fact that they will continue to produce as many vehicles as they can
And sell them at whatever the market clearing price is while simultaneously attempting to drive their cost down as much as possible because that is how you get the most compelling electric vehicles in the most customers hands not by slowing down production not by cranking out Super Bowl ads to try and
Sell your vehicles for a few more dollars and make a slightly higher profit this is why it was also extremely predictable that other companies would ultimately begin licensing access to Tesla supercharging Network utilizing Tesla Chargers and that’s not where the story will end back to Jim and he
Thought about it and then he’s like yeah I think we could probably make that work Jim and then you know then took a long I I think it took two weeks to get the contract done which was pretty world record for us this is hilarious by the way you’ve
Probably heard Sandy Monroe tear down Titan describe Tesla’s speed that’s a great example Jim again admitting that for them to get a contract done in about 2 weeks was a record for the company the fact that he not only said this but it’s true really speaks volumes of how slow
Moving a lot of these companies are relative to Tesla I got to say by the way decisiveness one of the most invaluable traits somebody can have and deploy also obviously shows how a serious Ford were about this and B how much they realized this was critical to
Their success and survival as a company and um and you know it’s not easy thing right I mean the tech has to work software has to work software has to validate the adapter is a legit adapter we got to get the adapter made and tooled up and and you know scaled it was
It was a pretty big project both team had to be committed to making it happen and and we piic you know so so I’d say yeah it was it was pretty it was a bit of an unnatural act on the surface of it but as soon as we saw the customers’s
Experience you know there wasn’t much choice but in the end it kind of had to come down to test of being willing to do it yeah and now after that important buildup it’s time to follow the breadcrumbs check this out from autoline daily the need for more affordable Vehicles is causing Ford to
Make some key shifts last month CEO Jim Farley revealed that the automaker created a top secret skunkworks program to develop an EV platform that significantly slashes cost and Allen by the way this is necessary after all Tesla is already in an unable lead in terms of costs they’re forcing other
Companies to figure out ways to drive cost down buy similar amounts or go out of business but that’s not where this story ends Clark the person who led engineering on the Tesla Model Y is heading up the program according to Bloomberg his team is less than 100
People and the first models will debut in late 2026 priced around $25,000 wow isn’t that miraculous $25,000 I feel like someone else has announced a $25,000 much lower cost electric vehicle now good luck Ford there’s zero chance that Ford catches up to tesra in terms of costs if they’re
Aiming for a $25,000 vehicle in 2026 either they ain’t going to get there by 2026 or alternatively Tesla’s going to have an even cheaper vehicle at that point in time but at least Ford have realized they need to dramatically slash the cost of their vehicles now last we
Heard Ford had roughly a negative 60% margin on their electric vehicles and credit to them for actually reporting EV separately I predicted they would do this ahead of time so eventually they could spin out their a business and let the ice business go bankrupt then they started reporting separately they’re on
Track for this plan although they haven’t officially said this is what they’re planning to do but you can count on it so at least they’re doing the right stuff or saying they’re going to try to do the right stuff but I would be pretty stunned if 2 years from now Ford
Has a vehicle on sale for $25,000 an electric vehicle that’s compelling that they aren’t also losing about 60% on but hey the alternative is to not even try there’s going to be a compact electric truck and suv and possibly another vehicle that could be used for ride
Healing boom that was the entire point of this very long buildup now these are of course rumors apparently credible rumors however now if Ford is considering in fact not just considering but actually working on developing a vehicle that is designed for autonomous ride hail what software is going to
Allow that vehicle to drive autonomously Fords certainly don’t have this capability and this video is not sponsored by Ford so I’ll tell you that if you know you know if Ford is developing an autonomous vehicle they don’t have the software to run this thing and they know that they’re just
Working on the hardware whose software’s got to power this think does anyone know any companies that maybe are developing software that’s becoming increasingly more capable that will ultimately be able to drive autonomously safer than a human driver who in addition may even have suggested fairly recently that they
Have in fact had a discussion with a large automotive manufacturer about potentially licensing this very software in the future anyone know any companies like that oh wait I do Tesla now remember I spoke earlier about Tesla and their mission and actually believing in it it’s not just a bunch of corporate
Wankery they actually mean what they say it is their North Star accelerating the world’s transition right the best way to do that via electric vehicles it’s not the only way but via electric vehicles is to enable these things to drive autonomously why because they’ll do more miles per year that’s what really
Matters it’s not the number of vehicles on roads it’s the number of miles driven VI electric vehicles versus internal combustion engines that’s the accelerant to the transition to sustainable energy as it relates to Transportation therefore the best bang for buck in terms of Tesla’s mission is autonomy not
Just to deploy autonomous Tesla vehicles but to deploy their software to help other companies Propel their autonomous electric vehicles as well in short this ladies and gentlemen to me is the clearest sign we’ve had to date that Ford in the future will license tesas FSD software and in addition almost
Certainly will be the first company to do so and in fact are literally building early prototypes and Design Systems for that vehicle platform today with plans to save their company via autonomy now this of course should surprise absolutely no one who understands Tesla’s mission in fact I think there’s
Some guy on YouTube with three first names who published a Tesla valuation model back in 2021 and that very first version of the valuation model shout out to the ogs who still have a copy of that on their hard drives had the licensing of FSD to other Automotive manufacturers
Imagine that a few years later Tesla mentioned that they’d actually had a discussion with Anem about doing this very thing but it was obvious before that years before that that this was inevitable for many reasons including Tesla’s undable data lead so you’re not going to hear many analysts on Wall
Street talking about FSD licensing from Tesla as something tangible or realistic but I’m telling you folks right now this is an extremely obvious breadcrumb if Ford are working on an autonomous vehicle an electric vehicle they were already first in line asking Tesla to license access to their supercharging
Network to adopt Tesla’s charges to have the humility to realize this was the best decision and if they have a leader who is genuinely trying to save the company how much more of a hint do you need now as I’ve speculated in the past and by the
Way folks if you want to see my Tes valuation model with my current assumptions for FSD licensing click the link of the pin comment to join patreon at the investor level and above you can see all of my assumptions around autonomy how much per month Etc the
Revenue split but here’s my best guess my best guess is that because Tesla is Mission driven they’re actually going to give a very generous Revenue split with companies who license FSD what do I mean that well let’s just pull a number out of our ass if you want to see my actual
Assumptions in different cases again valuation model is linked in the pin comment let’s just randomly use a number let’s just say and this is not the actual number I’m just it’s an example okay please don’t get your pan is in a Twist let’s just say the Ford customers
Have to pay $200 a month to turn on Tesla autonomous software in their forward electric vehicle how much of a cut does Tesla get let’s use a nice round number maybe 50% that way Ford themselves make a ton of money on this software enough to possibly save
The company and Tesla makes a ton of almost pure profit on the licensing of this software it’s a massive win-win now why would Tesla be so generous with a revenue split uh again refer to their mission Tesla can’t make enough vehicles to transition the entire world to electric vehicles it’s better for them
To help save a few companies along the way VIA FSD licensing than for these companies to all go out of business of course if this video was sponsored by Ford I might tell you that Ford’s Advanced Driver assistance system and technology is actually Superior to or at
Least on par with Tesla and there’s absolutely no reason why Ford would ever want to license Tesla’s FSD software but this video is not sponsored by Ford therefore I’m telling you the facts are the facts and the facts are I have a confidence level there’s 99.69% probability that Ford will
License Tesla FSD in the future that they’re specifically designing an autonomous vehicle today with that assumption in mind they’ve already had the preliminary discussion with Tesla and said hey guys are you willing to license off FSD to us if we make an autonomous vehicle because we need to to
Survive so please just can you give us confirmation that you’re willing to do that and we’ll pursue this project cuz we’re trying to save the company and I believe Tesla said of course of course we will I also suspect Ford’s going to be one of the first companies to
Actually license it now I could be wrong somebody could jump the gun maybe even a lower volume Vehicle Manufacturer but it seems pretty clear right now Ford’s entire plan is to save the company by making a reasonable autonomous electric vehicle licensing Tesla’s FSD software and getting a pretty generous Revenue
Split with Tesla way in essence Ford won’t make any money selling the hardware the vehicle if they even sell them maybe they’ll just build out their own Fleet but essentially a zero margin electric vehicle and they make their money on the software which they didn’t even develop plus Tesla gets the added
Benefit check this out surely this will be part of the agreement of accessing the data collected on Ford vehicles to continue to train and improve their autonomous software further extending they already unable data lead and just to be clear in terms of logistically how this would work from a technology point
Of view the amount of effort required for a company to run Tesla FSD software is minimal what do I mean Tesla already has autonomous software operating on a bunch of different vehicles that they produce with different camera placements different dimensions a little bit of code in terms of okay the camera
Placements are here here and here that’s how we correct for this on the camera positioning on this vehicle versus ours plus little bit of Hardware maybe they’re buying Hardware directly from Tesla with FSD computer probably you never know more money for Tesla by the way and Bam the software functions it’s transferable
With very little effort meaning Tesla share of this revenue is almost pure profit and if you want an idea of how absolutely insane this could be just some very simple numbers let’s just say there’s a million vehicles on the planet made by Ford running Tesla FSD charging
Customers 200 bucks a month but Tesla gets half that to $100 a month per year Tesla making over $1 billion in profits now Ford won’t be the only company to license FSD nor do I think that a million Vehicles is the upper limit for how many would license FSD they were
Just nice round numbers to give you point for every 1 million vehicles running Tesla FSD licensing if there’s a 50/50 Revenue split and it’s only 200 bucks a month which is way undervalued and underpriced in my opinion cuz remember these things can operate as robot taxes make a ton of money but
Even with these extremely conservative assumptions every million vehicles that are not Tesla running FSD it’s a billion plus dollars per year of profit to Tesla bam out of nowhere thin air for almost zero additional effort and as a result as part of the agreement they’ll also be
Able to capture even more high quality data to make the software even better further extending their lead this is a really big deal a massive breadcrumb of course you’re not going to hear many people talking about this that’s why I’m mentioning it now so a few years from
Now when it happens just like the FSD licensing rumors it came out a couple of years after it first appeared in my valuation model again Link in description and the supercharging network access which again I predicted ahead of time and many other things I can revisit go oh look remember when I said
99.999 42069 whatever per probability this will happen look it happened how did I how did I have such confidence again because Tes is Miss driven company I think this is the biggest stumbling block for most analysts on Wall Street they don’t understand that every action Tesla takes as a company can be viewed
Through their lens the fact that they actually believe in their mission is all you need to know why would does a cut prices when they could just run some ads and have because of their mission bro what’s their mission say oh that’s a good point why would op sour why would
You get access to the CH but their mission bro why would they Li their mission bro why would they give a generous Revenue spit their mission bro I don’t understand what their mission I think that’s the uh the key takeaway from today’s video Tesla means what they say if you’re ever
Unsure about any potential decisions Tesla has made or will make refer to the mission statement it’s a pretty good guide want more content Early Access bunch of perks click the links in the pin comment ag1 has given me a massive meaningful boost in energy allowing me
To do a lot more every day including using my brain more and using my body more howly recommend you guys and girls check it out is an excellent way to fill in nutritional gaps it’s got 75 high quality vitamins minerals and Whole Food Source nutrients plus prebiotics and probiotics and digestive enzymes and
Adaptogens to help you deal with stress plus if you click the link at the pin comment or head to drink a1.com smmr you can get yourself a 1-year free supply of vitamin D3 and K2 but don’t take my word for it here’s what some of you guys and
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Theme if you give your body everything it needs to feel and perform its best including having a lot more energy you’ll need ways to use that energy for me personally that includes more exercise moving my body more more social activity and more cognitively demanding tasks including producing a ton of
Exclusive content over on Twitter and on patreon plus my daily YouTube uploads the proofs inen the pudding onto another testimonial from a viewer of this channel SMR you asked me to provide feedback on ag1 here it is it has helped with mental acuity stamina and intestinal Waste Management uh can’t bre
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Thing plus I had the want to get things done around the house that I normally would slack off and not get done again the point extra energy you’ll need to use it you’ll find ways to use it day 9 10 and 11 and today is day 12 I
Love it so however you managed to get me to buy it I’m so glad you did thank you so much SMR it really changed me so far guys this really works just try it by the way this is the reason I continue to relentlessly promote ag1 a lot of
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Time be like this guy who was a massive skeptic but finally after a thousand promotions in a row caved in tried ag1 and has results like this head to drink a1.com smmr or click the link at the pin comment and please let me know how you’re feeling in a few weeks time now
Feel excuse me time to put my extra energy to good use I’ll be recording some more exclusive content for patreon and my Twitter subscribers so click the links to pin comment see you over on Twitter and or patreon and don’t forget to grab your ag1 love you
