WEBVTT 1 00:01:27.680 --> 00:01:34.719 Hi, you On. Are you there? I am, UM. Hey, 2 00:01:34.799 --> 00:01:42.799 So this is a cool Twitter spaces learning a lot about this platform. 3 00:01:42.879 --> 00:01:46.480 Yeah, um, I mean it's a great way to talk directly to people, 4 00:01:46.760 --> 00:01:51.079 um and have just a kind of a real time conversation. UM and 5 00:01:52.200 --> 00:01:59.680 yeah, so uh uh yeah, thanks for doing this. So I guess 6 00:02:00.799 --> 00:02:07.879 um, so would you like to make announcement? Thank you Elon UM and 7 00:02:08.840 --> 00:02:15.479 you know, working with Elon as team, I'm really excited for for our 8 00:02:15.560 --> 00:02:21.159 industry and for the Ford customers we're going to be We're announcing that in early 9 00:02:21.199 --> 00:02:28.199 twenty twenty four, all of Fords existing customers and future customers would have access 10 00:02:28.280 --> 00:02:35.439 to twelve thousand tests of superchargers, high speed superchargers across the US. We're 11 00:02:35.479 --> 00:02:39.080 really excited about that. We're ramping production and we think this is a huge 12 00:02:40.280 --> 00:02:46.680 move for our industry and for all electric customers. And then about a year 13 00:02:46.800 --> 00:02:51.840 later, we're going to be equipping our forwards when when we go to our 14 00:02:51.840 --> 00:03:00.800 second generation electric vehicles with the NACS interface. So it's really Elana want to 15 00:03:00.800 --> 00:03:02.719 thank you and your team. It's been great working with you so far, 16 00:03:02.840 --> 00:03:07.280 and I'm really excited about what this means for customers. How did you know 17 00:03:07.280 --> 00:03:10.639 we've been talking about this for a while, you and I, uh, 18 00:03:10.680 --> 00:03:16.560 what are your thoughts? Yeah, well, um, well, it's certainly 19 00:03:16.840 --> 00:03:23.479 super exciting to be uh in partnership with Ford, UM to have a transfer 20 00:03:23.560 --> 00:03:30.759 amount of respectful Forward as a company and makes great, great vehicles, So 21 00:03:31.280 --> 00:03:37.159 UM yeah, this this this is uh you know, it's something where where 22 00:03:37.159 --> 00:03:44.960 we're super happy to support um U UM for vehicles with that tells a supercharging 23 00:03:45.000 --> 00:03:52.879 network UM and uh you know also provide UM API access so like uh you 24 00:03:52.919 --> 00:03:58.120 know, so like a forward vehicle can charge at a tells a supercharger using 25 00:03:58.159 --> 00:04:03.759 a forward app UM seamless essentially, like the the idea is that like we 26 00:04:03.800 --> 00:04:09.400 don't want that tells the supercharger network to be like a world world garden, 27 00:04:09.520 --> 00:04:14.360 you know, we want it to be something that is supportive of UM electrification 28 00:04:14.479 --> 00:04:20.040 and and uh sustainable transport in general. So UM and we were very very 29 00:04:20.120 --> 00:04:27.160 much appreciative of of Ford, uh you know, interested in partnering on this 30 00:04:27.480 --> 00:04:31.720 front. So uh, it's it is uh in our intent to do everything 31 00:04:32.240 --> 00:04:38.399 possible to support UM forward and and have Ford be on an equal footing. 32 00:04:38.600 --> 00:04:44.680 Um AT tells the superchargers. Well, this is a really really big deal 33 00:04:44.759 --> 00:04:50.399 for for our customers, UM, because opening we have about ten thousand fast 34 00:04:50.439 --> 00:04:55.680 chargers now, but twelve thousand we and we love, we love the locations, 35 00:04:55.800 --> 00:05:01.000 we love the reliability routing software UM, easy use of the connector, 36 00:05:01.680 --> 00:05:06.240 UM, the reliability of it. UM. I think it's it's a pretty 37 00:05:06.279 --> 00:05:11.879 amazing what what you and your team have have done for for the customers. 38 00:05:12.240 --> 00:05:15.040 UM. How are you seeing things in Europe? Because I know that's a 39 00:05:15.079 --> 00:05:24.399 little bit different, Well, the europe'spec UM. It's funny. UM actually 40 00:05:25.120 --> 00:05:30.759 went to visit the EU UM Minister of Transport because I was several years ago, 41 00:05:30.360 --> 00:05:40.879 UM, because I was actually pretty upset about the EU design And honestly, 42 00:05:40.920 --> 00:05:43.879 it was it was it was. It was somewhat of Afica esque situation. 43 00:05:44.600 --> 00:05:46.519 UM where where I was I told, well, you know it was 44 00:05:46.519 --> 00:05:48.839 designed by a committee. I'm like, well, we didn't know this committee 45 00:05:48.839 --> 00:05:53.519 existed. UM. It's like, well but you should have not. Like 46 00:05:53.800 --> 00:05:56.480 I'm like, well, how are we supposed to provide input on something we 47 00:05:56.519 --> 00:06:00.160 didn't know existed? This is not possible And I hadn't you become law or 48 00:06:00.199 --> 00:06:05.120 anything. So I was like, well, how about it for those alternatives, 49 00:06:05.120 --> 00:06:10.199 you know, like you can have two or you know, and but 50 00:06:10.199 --> 00:06:15.040 but unfortunately the EU connector is very much a design by committee situation um and 51 00:06:15.399 --> 00:06:18.040 um, but we're somewhat stuck with it. In fact, we're not even 52 00:06:18.079 --> 00:06:24.560 allowed to have private networks in the in the in the EU to have the 53 00:06:24.600 --> 00:06:30.040 North American connector so. Um. But but I think it is the you 54 00:06:30.120 --> 00:06:32.920 know, the team has don't done a good job, and it's it's a 55 00:06:32.920 --> 00:06:38.839 pretty great connector so um. And and if if we you know, working 56 00:06:38.839 --> 00:06:42.800 with with Ford and perhaps others, can make it the North American standard, 57 00:06:42.839 --> 00:06:47.040 I think the consumers will be all the better for it. UM. So 58 00:06:48.920 --> 00:06:53.399 I know you and I've been you know, talking about what we can do 59 00:06:53.839 --> 00:06:59.839 together to advance um. You know, the the industry and the customer experience 60 00:07:00.360 --> 00:07:03.319 became clear to me. I was I was on vacation my family last year 61 00:07:03.879 --> 00:07:09.040 in Lake taw I was driving back I think to Monterey and my kids kids 62 00:07:09.120 --> 00:07:12.800 kept look look at me and going, hey, Dad, there's another supercharger. 63 00:07:14.519 --> 00:07:16.800 Can you really stop there? How about how about there? How about 64 00:07:16.839 --> 00:07:19.720 on the I five? Dad? I was like, no, you have 65 00:07:19.759 --> 00:07:25.120 to go, you have to go over here behind this other building, so 66 00:07:25.600 --> 00:07:29.879 it kind of became obvious to me, you know, the job your team 67 00:07:29.879 --> 00:07:34.480 had done and what it means for customers absolutely so well, um, you 68 00:07:34.519 --> 00:07:41.759 know, our goal really is to be helpful as helpful as possible in accelerating 69 00:07:41.800 --> 00:07:46.560 towards sustainable transport. Um and you know that's that's also like why why we 70 00:07:46.600 --> 00:07:51.040 open source our patents, um and and many of our designs are open sourced. 71 00:07:51.160 --> 00:07:56.399 So, um, you're just glad to be as helpful as as possible 72 00:07:56.680 --> 00:08:01.079 um and. Um And I think we I think you alluded to it, 73 00:08:01.120 --> 00:08:05.160 but we should mention that there will be an adapter. Um. So I 74 00:08:05.160 --> 00:08:09.680 think we're aiming for that adapter to be in production early next year. I 75 00:08:09.720 --> 00:08:16.120 think, yes, yeah, yes, And that's a really big deal because 76 00:08:16.720 --> 00:08:22.480 that you know, I mean, we're we don't we don't have as many 77 00:08:22.240 --> 00:08:28.480 EVA customers as you do, but we still have plenty, and you know, 78 00:08:28.519 --> 00:08:31.959 for them to be able to have this benefit early next year already and 79 00:08:31.000 --> 00:08:35.639 not have to like buy a new cars, I think a real statement by 80 00:08:35.679 --> 00:08:43.000 you and the Tesla team you know, to to to be really thinking prioritizing 81 00:08:43.000 --> 00:08:48.440 the customers experience. UM. So you know that that's that's really a big 82 00:08:48.480 --> 00:08:56.960 deal. And of course we're really we're totally committed that an acs UM interface 83 00:08:56.000 --> 00:09:03.320 itself going forward. That's how great? UM, Well, should we maybe 84 00:09:03.360 --> 00:09:09.000 take some we take some questions? Um perfect um. Let's see as far 85 00:09:09.000 --> 00:09:13.960 as far as ad UM, I have one. I think that's pretty cool. 86 00:09:13.000 --> 00:09:20.639 I see which is um, which is um? How will how much 87 00:09:20.639 --> 00:09:24.879 it will cost? And so I was thinking that that's a good one. 88 00:09:24.919 --> 00:09:28.600 I. You know, we'll obviously trying to make it as affordable and competitive 89 00:09:28.639 --> 00:09:33.919 as possible early next year. UM, and we'll have different kinds of payment 90 00:09:33.600 --> 00:09:39.559 options like subscriptions, et cetera. Yeah, it's I think it will not 91 00:09:39.639 --> 00:09:45.799 be cost prohibitive. It'll be you know, something's quite quite affordable, you 92 00:09:45.879 --> 00:09:48.279 know, and in the in the hundreds of dollars range, you know, 93 00:09:48.279 --> 00:09:50.639 it's it's it's it's an adapter, so it's not it's not super expensive. 94 00:09:52.080 --> 00:09:56.960 Yeah. UM. See. So as far as said, did you have 95 00:09:58.000 --> 00:10:00.240 a question, sure, yeah, no, thank you for bringing me up 96 00:10:00.320 --> 00:10:03.240 high elon high Jim, congrats on the announcement. UM. Yeah, Jim, 97 00:10:03.279 --> 00:10:05.759 I just want to give you props. I think, um, out 98 00:10:05.799 --> 00:10:09.120 of all the legacy automakers, I really like the leadership that you've sort of 99 00:10:09.200 --> 00:10:13.159 driven for Ford, having the guts and the bravery of you know, really 100 00:10:13.480 --> 00:10:18.480 allowing the public seeing the financials for all your business units. I think is 101 00:10:18.879 --> 00:10:22.159 is quite a leadership standpoint that I think should be noticed by the rest of 102 00:10:22.240 --> 00:10:28.399 the industry. How how do you view that decision within the context of sort 103 00:10:28.440 --> 00:10:33.120 of this decision here today and what are some of the I guess challenges or 104 00:10:33.559 --> 00:10:39.120 things that you've been able to learn from going through this transition sort of this 105 00:10:39.159 --> 00:10:43.799 next generation of board and sort of just high level how are you thinking about 106 00:10:43.919 --> 00:10:46.360 forward where it stands today. I think it's just it's just very impressive how 107 00:10:46.440 --> 00:10:52.440 you all decided to do that. I think it's really really cool. Well, 108 00:10:52.480 --> 00:10:58.559 I think you know obviously tests you know, stormed through the train station 109 00:10:58.320 --> 00:11:03.480 like three hundred kilometer per hour Hinkins, and so it's like, um, 110 00:11:03.919 --> 00:11:09.720 you know, we're learning a lot. I'd say splitting out the business really 111 00:11:09.720 --> 00:11:13.240 has been a game changer for us because it's given us a lot, like 112 00:11:13.840 --> 00:11:20.600 we really are focused on, like this decision on trying to work on behalf 113 00:11:20.600 --> 00:11:26.840 of the customer and maybe when it was not broken out, we didn't have 114 00:11:26.919 --> 00:11:31.039 that laser focus. I think some of the things that we learned, frankly 115 00:11:31.039 --> 00:11:33.360 a lot of a lot of them from Elana's team is, you know, 116 00:11:33.519 --> 00:11:37.120 our our industry is kind of obsessed with these huge batteries, and I think 117 00:11:37.120 --> 00:11:41.840 that's maybe not the right approach. You know, we should make the battery 118 00:11:41.879 --> 00:11:46.399 as small as possible actually with a really competitive user experience range, but have 119 00:11:46.639 --> 00:11:50.840 like really great fast charging experience combined with that, you know, so we 120 00:11:50.879 --> 00:11:54.840 don't have to be driving around, you know, twenty thousand dollars of extra 121 00:11:54.840 --> 00:12:00.879 batteries for customers. Um, exactly. Yeah, So I think I've learned 122 00:12:00.919 --> 00:12:05.679 that. And also you embedded electric architects, you know, fully updateable vehicle. 123 00:12:05.720 --> 00:12:11.240 Like it's super hard what Tesla's done, and I totally respect them, 124 00:12:11.360 --> 00:12:13.759 you know, to do that, um, to make a fully software updateable 125 00:12:13.840 --> 00:12:18.159 vehicle. And we're in the process of doing. But it's super hard, 126 00:12:18.720 --> 00:12:24.080 super already. Um well, I mean we're happy to be helpful, and 127 00:12:24.080 --> 00:12:28.679 you know in other respects with you know, on the software front, um 128 00:12:30.320 --> 00:12:33.480 that there may be you know, um some you know something where we can 129 00:12:33.519 --> 00:12:37.600 be helpful there, you know, in the same way that like maybe Android 130 00:12:37.720 --> 00:12:43.639 is you know, helpful to the phone industry as sort of a general statard, 131 00:12:43.720 --> 00:12:46.440 like we could potentially open you know, I think open source more code, 132 00:12:46.440 --> 00:12:48.720 and you know, we would just would love to be helpful in any 133 00:12:48.720 --> 00:12:58.159 way that we can. Yeah, um, I think that's super important. 134 00:12:58.200 --> 00:13:01.759 It shouldn't stop now. I'm I'm at she really interested. Ion and your 135 00:13:01.799 --> 00:13:05.440 experience so far on Corpus Christie and processing row materials. It seems like you're 136 00:13:07.240 --> 00:13:11.200 really learning a lot. Yeah. I mean, our actual goal is to 137 00:13:11.240 --> 00:13:16.240 do the least amount uh possible. But but but then we end up hitting 138 00:13:16.240 --> 00:13:24.320 these choke points, or we inticipate hitting choke points. UM. So a 139 00:13:24.320 --> 00:13:30.360 lot of the vertical integration is really out of necessity. UM. And uh, 140 00:13:30.399 --> 00:13:33.240 you know, if we find that there are suppliers that are solving the 141 00:13:33.279 --> 00:13:41.759 problem and there's a there's good visibility into the future output roadmap, then uh, 142 00:13:41.960 --> 00:13:46.960 you know, there may be cases where we would you know, um, 143 00:13:46.200 --> 00:13:52.120 redirect those resources from what what they're doing to something else, because we 144 00:13:52.200 --> 00:13:58.039 got we got a triage list of problems a mile long. So but but 145 00:13:58.159 --> 00:14:03.320 the you know, we we did see a pretty serious issue with lithium refining. 146 00:14:03.720 --> 00:14:05.480 UM that there's a lot of lithium or in the world. UM, 147 00:14:05.919 --> 00:14:11.480 like when one looks at the sort of lithium reserves that that's actually a tiny 148 00:14:11.519 --> 00:14:16.879 fraction of the amount of lithium that that that is that exists UM. But 149 00:14:16.879 --> 00:14:22.759 but the the processing and lithium UM, it's just it seems to be a 150 00:14:22.759 --> 00:14:26.840 significant choke point. So that's that's the reason for althium refinery that we just 151 00:14:28.840 --> 00:14:33.759 UM brokeground on in Corpus Christie. And then we've got a cathode refinery that's 152 00:14:35.200 --> 00:14:39.559 UM on the same piece of land as our factory in Austin. UM. 153 00:14:39.600 --> 00:14:43.360 That's that's where a nickel based cathode. And then we're just trying to figure 154 00:14:43.360 --> 00:14:45.440 out like, man, do we need to do the ano too? Hopefully 155 00:14:45.519 --> 00:14:50.440 not, but if someone else could please do that, that would be also. 156 00:14:52.600 --> 00:14:56.120 UM. It's a synthetic graphite. There's a big market for it. 157 00:14:56.240 --> 00:15:01.000 I recommend entrepreneurs. I mean I see so many entrepreneurs. It's like you 158 00:15:01.039 --> 00:15:05.960 know in Silicon Valley doing like a software startup or you know, sort of 159 00:15:05.000 --> 00:15:09.480 chasing the latest, greatest, latest thing, but but not enough of UM. 160 00:15:09.519 --> 00:15:13.960 The talent in North America I think goes into heavy industry UM and the 161 00:15:15.440 --> 00:15:20.039 crazy thing is like the opportunity and heavy industry is tremendous. Um and so 162 00:15:20.080 --> 00:15:24.759 I just would really like to encourage entrepreneurs to to think about things that that 163 00:15:24.919 --> 00:15:30.399 don't have both you know, adapt on a phone basically, um, so 164 00:15:31.639 --> 00:15:33.480 app on a phone, we need them, but like you know, just 165 00:15:33.519 --> 00:15:41.879 an over allocation of talent coming from Ford. I totally agree, totally totally 166 00:15:41.879 --> 00:15:48.320 agree. It is super hardmaking cars, so yeah, well it's super hardmaking 167 00:15:48.320 --> 00:15:54.639 and better electric architectures too, right back at you, Yeah yeah, um. 168 00:15:56.240 --> 00:16:00.960 And it's it's like you know, I guess you know, uh, 169 00:16:00.360 --> 00:16:03.600 California gets a lot of flat but but I have to say, like the 170 00:16:03.080 --> 00:16:07.279 Tesla SpaceX teams in California are work like how um, you know, we 171 00:16:07.399 --> 00:16:14.159 run the Fremont plant twenty four seven in the Bay Area, um and uh 172 00:16:14.200 --> 00:16:17.720 and the output at sort of on a Sunday morning is about the same as 173 00:16:17.759 --> 00:16:21.480 on a Monday afternoon. UM. And then I was like, well, 174 00:16:21.480 --> 00:16:25.960 do we have quality issues maybe that are differential because like who really wants to 175 00:16:25.960 --> 00:16:32.039 work at for you I'm on a Sunday um right, But but actually no, 176 00:16:32.039 --> 00:16:34.639 no, no, it's it's it's slightly counterintuitive. We actually I mean, 177 00:16:34.720 --> 00:16:38.799 look, you know, quality is always a challenge. It's always a 178 00:16:38.879 --> 00:16:45.759 challenge. But um, but but actually the quality uh is slightly worse on 179 00:16:45.519 --> 00:16:49.000 a on a Monday than it is on a Sunday night shift, which is 180 00:16:49.039 --> 00:16:59.240 counterintuitive. Uh that's interesting. UM, I know. Yeah, yeah, 181 00:16:59.240 --> 00:17:03.919 I'm getting some questions about, um, all the existing four chargers. Yeah, 182 00:17:03.679 --> 00:17:07.039 the everything will still work. So so we're good with that. Um 183 00:17:07.319 --> 00:17:12.519 should should we enable car dealership? Guida? I don't know him right? 184 00:17:14.160 --> 00:17:18.359 Oh yes, Oh my god? Is that Mike Sullivan? It might be 185 00:17:18.039 --> 00:17:22.559 Oh yeah, there we go. Yep, we'llon't enable Okay car dealer? 186 00:17:25.559 --> 00:17:37.319 Okay, Mike? Is that is that you calling from Santa Monica? Working 187 00:17:37.400 --> 00:17:44.119 to me? Mike? I'm Mike, Mike. Check your Mike. Hey, 188 00:17:44.119 --> 00:17:47.400 how are you guys doing. I'm definitely not a Mike, uh, 189 00:17:48.119 --> 00:17:52.200 but but I have a Mike. So Hey, thank you, appreciate you 190 00:17:52.279 --> 00:17:56.799 bring me off Elon. Jim, Hey for zad uh Jim. I have 191 00:17:56.799 --> 00:17:59.920 a question for you regarding and I did miss the whole beginning part of this, 192 00:18:00.119 --> 00:18:04.039 so you already spoke about this, But how do you reconcile how do 193 00:18:04.079 --> 00:18:11.039 you reconcile the shift electrification um and and specifically with you know, the standards 194 00:18:11.039 --> 00:18:15.920 that you know you have a massive dealer network throughout the country. Um so, 195 00:18:15.920 --> 00:18:19.839 so that entire shift with the fact that you know, at the end 196 00:18:19.839 --> 00:18:23.759 of the day, if we're just being objective, your your customer or a 197 00:18:25.039 --> 00:18:29.039 one of your customers, is the dealer still and of course the dealer network, 198 00:18:30.000 --> 00:18:32.440 and you know, how do you reconcile all of that. And I'm 199 00:18:32.480 --> 00:18:34.319 coming from a position where you know, I don't know how much you know 200 00:18:34.359 --> 00:18:38.599 about my mission, but I'm really trying to deliver transparent insights into into the 201 00:18:38.640 --> 00:18:41.039 car market and unbiased way. I'm a used car dealer, so I don't 202 00:18:41.039 --> 00:18:45.279 have a horse in this race per se. So I'll leave it at that. 203 00:18:45.279 --> 00:18:48.160 I'll take a pause, but go ahead. Thanks. Yeah, I 204 00:18:48.200 --> 00:18:52.720 think you know, I had the opportunity to lead science and I learned a 205 00:18:52.759 --> 00:18:56.839 lot from that experience. I think when you look at the net promoter score 206 00:18:56.240 --> 00:19:02.200 of people who buy vehicles, you know they really want transparency in the pricing. 207 00:19:02.559 --> 00:19:07.079 So early next year we're going to be going to non negotiate a pricing 208 00:19:07.079 --> 00:19:10.759 and more and more people want to do business remotely, so we want to 209 00:19:10.839 --> 00:19:15.039 offer that but you know, when you get an accident or you have questions, 210 00:19:15.079 --> 00:19:19.519 I mean, people are going to want to talk to someone. So 211 00:19:19.759 --> 00:19:22.960 I think I think there's an answer out there. If I look at markets 212 00:19:23.000 --> 00:19:29.920 like Norway that are very you know, that have really adopted electrification, there's 213 00:19:30.000 --> 00:19:34.000 some combination that I think we're moving to that is good for the customer. 214 00:19:36.440 --> 00:19:40.799 And I don't think it's it's odds with you know, the system has been 215 00:19:40.799 --> 00:19:44.480 there for one hundred and twenty years. But of course, like commercial vehicles 216 00:19:44.559 --> 00:19:48.000 is a little different. You know that network has to do a lot of 217 00:19:48.079 --> 00:19:53.640 repair vehicles. They're heavily used, and so you know, physical services like 218 00:19:53.720 --> 00:20:00.119 super important for commercial customers. But I think I think we're moving to a 219 00:20:00.160 --> 00:20:07.160 different experience and that will be from my experience, that will be a good 220 00:20:07.160 --> 00:20:11.839 thing. Look, I don't necessarily disagree on I think that, you know, 221 00:20:11.920 --> 00:20:15.440 I'm I love the business and I think Tesla's an enigma in the sense 222 00:20:15.480 --> 00:20:19.640 that you know, it's been D two CUM since very early on, and 223 00:20:19.680 --> 00:20:22.960 that's how the company was built. I think, you know, speaking I 224 00:20:23.000 --> 00:20:26.720 get tons of dms and every day and so it's very I'm a very interesting 225 00:20:26.759 --> 00:20:32.039 position where I have a very strong pulse on the market. And you know, 226 00:20:32.119 --> 00:20:34.200 you're the CEO of the company, so I'm sure you do too clearly. 227 00:20:34.559 --> 00:20:38.400 But I'm constantly seeing stuff like you know, blue Sky multiples, and 228 00:20:38.480 --> 00:20:41.680 for anyone in the audience that doesn't know what that means, just means the 229 00:20:41.759 --> 00:20:47.519 multiple that Forward stores are selling now they keep declining. And the reason that's 230 00:20:47.559 --> 00:20:49.200 important, the reason I pay attention to that in what I do, is 231 00:20:49.240 --> 00:20:53.880 because that just tells me that's a has a direct correlation to dealer sentiment and 232 00:20:53.920 --> 00:20:59.119 what dealers think that you know, the future hold for a specific brand, 233 00:20:59.599 --> 00:21:02.759 And so I think you know that, That's where my head is at, 234 00:21:02.839 --> 00:21:07.200 thinking how how does that work itself out? I understand you're right that you 235 00:21:07.240 --> 00:21:10.519 know, there's different reasons why DDC can be better for a customer or a 236 00:21:10.599 --> 00:21:12.720 dealer network or anything in between. Like we can argue that all day, 237 00:21:14.039 --> 00:21:17.119 Um, And I think execute it really does come down to execution in a 238 00:21:17.160 --> 00:21:21.200 sense. But I still wonder how how does it all play out given that 239 00:21:21.400 --> 00:21:25.000 there is a dealer network and you know that is the reality of how the 240 00:21:25.000 --> 00:21:32.559 company structure, you know, going through that transition. Yeah, it's awful. 241 00:21:33.279 --> 00:21:36.839 Yeah, I think, Um, I think it is a transition and 242 00:21:37.039 --> 00:21:40.640 we're learning. Yeah, what how I kind of think of it is like 243 00:21:40.680 --> 00:21:44.359 we're going into a second inning of a nine inning game, so you know, 244 00:21:44.480 --> 00:21:48.000 we're gonna make adjustments a long way. I just don't see it as 245 00:21:48.039 --> 00:21:53.799 an either or UM, I just don't. I think we need physical outlets 246 00:21:53.839 --> 00:21:59.279 here and there. Yeah, I'd agree with that. Um, we should 247 00:21:59.279 --> 00:22:03.680 probably not just great too, just because it'll it could easily you know, 248 00:22:03.279 --> 00:22:07.160 be like a several hour long um Q and A about Tesla and forward. 249 00:22:08.000 --> 00:22:11.680 Yeah. So, UM, you know, we want to say reasonably on 250 00:22:11.720 --> 00:22:15.680 topic. UM. So uh you know, if if there are additional speaker 251 00:22:15.720 --> 00:22:21.440 requests, uh please, that's that's that's totally cool. But um, we 252 00:22:21.480 --> 00:22:26.319 want to stay reasonably on topic. So uh, with that in mind, 253 00:22:26.519 --> 00:22:30.720 do you still have a question. I appreciate, Like I said, I 254 00:22:30.720 --> 00:22:33.759 Apodi did I missed the beginning it? But I think you know that all 255 00:22:33.880 --> 00:22:37.440 when I think about the acceleration EV and I've had I've spoken with several guests 256 00:22:37.440 --> 00:22:40.319 that are you know, very active in EV space, not not Tesla, 257 00:22:40.440 --> 00:22:42.079 But you know, I just think it's I think through that as you know, 258 00:22:42.119 --> 00:22:45.400 what does the world look like in five ten years, where is EVY 259 00:22:45.400 --> 00:22:48.880 adoption and what what does that percentage look like? So look, guys, 260 00:22:48.880 --> 00:22:51.440 I think it's really cool to see that the two of you on this platform 261 00:22:51.440 --> 00:22:53.920 doing this together. So kudos to you for um really teaming up on that. 262 00:22:55.000 --> 00:22:56.799 This is good to see and UM yeah that's all for me for now, 263 00:22:56.880 --> 00:23:02.960 thank you. Okay, So it's good. Hey, Jim hate Elon, 264 00:23:03.680 --> 00:23:07.079 this is ser Joe Rodriguez out here in Monterey, California. So I 265 00:23:07.160 --> 00:23:12.200 am absolutely shocked to see this partnership go down. I am impressed as all 266 00:23:12.240 --> 00:23:17.119 can be. I mean, if everybody anybody knows me, they know that 267 00:23:17.119 --> 00:23:19.440 I'm completely shocked right now. I don't even I don't know where north south 268 00:23:19.480 --> 00:23:23.799 east west is right now. But I appreciate the fact that there's going to 269 00:23:23.839 --> 00:23:29.680 be a movement forward in as far as it's electrification and that way we can 270 00:23:29.759 --> 00:23:34.240 get these naysayers that are out there that you know, feel that range anxiety 271 00:23:34.640 --> 00:23:38.039 is limiting and people can't do this and people can't do that. My question 272 00:23:38.079 --> 00:23:42.039 goes to, how is the charging speed going to be for us? For 273 00:23:42.279 --> 00:23:47.279 us on your network? Are we going to be able to charge at our 274 00:23:47.279 --> 00:23:49.319 full capacity? Because I know that with the Magic doc. When I tested 275 00:23:49.319 --> 00:23:56.519 it, it was throttled back a bit. It'll really be at whatever the 276 00:23:56.200 --> 00:24:02.720 physical limit is of the wiring, and so we'll make sure that the adapter 277 00:24:02.960 --> 00:24:06.960 is not the living factor, so it will and and the the super charge 278 00:24:06.960 --> 00:24:08.880 will not be the living factor, so it would really be UM, you 279 00:24:08.920 --> 00:24:14.359 know, and anything that's on the vehicle side wiring. But well we'll certainly 280 00:24:14.400 --> 00:24:19.759 get go as as as fast as the vehicle battery will allow. UM. 281 00:24:21.200 --> 00:24:26.880 So you know it is it's certainly the Tesla intent to make this a UM. 282 00:24:26.920 --> 00:24:33.240 You know, I seem listen positive experience for for owners perfect it's crazy. 283 00:24:34.119 --> 00:24:38.519 Thank you, Elan. I know we're getting the end of our uh 284 00:24:38.680 --> 00:24:44.039 end of our time, but I have to ask you. I UM from 285 00:24:44.039 --> 00:24:49.599 my podcast, I talked to Neil and Tyson and and and we were both 286 00:24:49.880 --> 00:24:56.720 UM the gross Tyson and we were both wondering where is the Tesla roaster in 287 00:24:56.759 --> 00:25:03.400 the universe right now? Because I have a few well we have to say 288 00:25:04.359 --> 00:25:08.240 everyone out there who has a reservation on Tesla roaster, I'd just like to 289 00:25:08.279 --> 00:25:14.759 say thank you for your patients, UM, because and we're certainly testing the 290 00:25:14.759 --> 00:25:21.799 patients of of of the new Tesla Roaster customers. I'm actually in the studio 291 00:25:21.920 --> 00:25:29.079 here um uh with our head of design actually and our head of Vicole engineering. 292 00:25:29.279 --> 00:25:33.119 Um so Lars and France Fronts are here. Lars and Franz are here 293 00:25:36.400 --> 00:25:41.759 here. Um so we're actually just looking at the h there. We're hoping 294 00:25:41.799 --> 00:25:45.839 to finish the design of the engineering of the new roads to this year and 295 00:25:45.960 --> 00:25:49.480 hopefully reach production towards the end of next year. I mean, I do 296 00:25:49.519 --> 00:25:55.759 want to emphasize that this is financially sort of a small, small potatoes situation. 297 00:25:56.039 --> 00:25:57.000 Um. You know, it's not going to move the needle in a 298 00:25:57.000 --> 00:26:02.279 major way financially. So I've characterized it as the it's not even the icing 299 00:26:02.279 --> 00:26:04.480 on the cake, it's the cherry on the icing on the cake. Um. 300 00:26:04.559 --> 00:26:07.799 But it's it's still it's you know, will be a really really cool 301 00:26:07.839 --> 00:26:14.839 thing, and and and and and there's some something you know, poetic about 302 00:26:15.559 --> 00:26:18.480 We started roll with the roadster, and we're not gonna end with the roadster. 303 00:26:18.559 --> 00:26:22.200 But but it's nice to have it rhyme and come back with with a 304 00:26:22.279 --> 00:26:26.319 new versions. So where's the one, where's the one in space? Like, 305 00:26:27.200 --> 00:26:32.960 yeah, how far out is it? Well, there's actually somebody maintains 306 00:26:32.960 --> 00:26:36.880 a website called where is roadster dot com. Oh really yeah, so at 307 00:26:36.880 --> 00:26:41.559 any given point you can uh see where it is. Um. But we 308 00:26:41.279 --> 00:26:47.240 ran the sort of orbital calculations forward about ten million years and it did not 309 00:26:47.240 --> 00:26:49.960 appear to hit anything for the next ten million years. So it's uh, 310 00:26:51.079 --> 00:26:53.559 you know, never know when something that come out of nowhere, but it'll 311 00:26:53.759 --> 00:26:59.519 it'll be there in theory, it will be there, um after the even 312 00:26:59.559 --> 00:27:03.680 after the remids have eroded. So it's it's a long term. You know, 313 00:27:03.960 --> 00:27:07.039 the aliens, if aliens come in the future, they were like, 314 00:27:07.119 --> 00:27:11.839 hey, what's this thing? Um? And then we have we have a 315 00:27:11.880 --> 00:27:17.400 we have a tiny roaster like a matchbox car roadster on the dashboard of the 316 00:27:17.559 --> 00:27:21.559 roads or so they'd be like maybe they'll think they must they must have worshiped 317 00:27:21.599 --> 00:27:23.920 these things. This must be like the religious symbol of something you know. 318 00:27:25.200 --> 00:27:30.559 Um, I don't know, um, but uh yeah that's cool. I 319 00:27:32.079 --> 00:27:37.480 just want to thank Elan to you and your team for for you know, 320 00:27:37.519 --> 00:27:41.759 working together on behalf of all of our customers and for all the customers calling 321 00:27:41.799 --> 00:27:47.240 in. Just want to thank you for doing so. We're really pumped up 322 00:27:47.279 --> 00:27:52.359 about working with with you to you know, make our customers lives better, 323 00:27:52.920 --> 00:27:59.799 and uh, we're really thankful for your partnership. Likewise, um, it's 324 00:28:00.200 --> 00:28:06.160 to be working with a great company like Ford and so yeah, it's a 325 00:28:06.319 --> 00:28:10.920 look looking forward to doing paths more in the future. So well, yeah, 326 00:28:10.960 --> 00:28:15.000 and let's do this again. It's been I've learned a lot and uh 327 00:28:15.359 --> 00:28:18.839 yeah it's a great platform. All right, cool, sounds good. Thank 328 00:28:18.880 --> 00:28:22.880 you, Okay, thank you. Bye.