Brian Wang talks to Herbert Ong, Brian White and Nick Gibb about his pick for the first China carmaker to license Tesla FSD. The financial impact of the tax deductible interest on car loans for US made cars and how many more cars Tesla will sell.
What will happen with the Tesla share prices ?
When does the stock market turn?
When will Tesla shares bottom?
When does Tesla release and ramp the new car model?
Which other car companies license FSD?
There is a brief discussion of who is the evil twin between the two Brian Ws.
Below is the answer to that question.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.
https://cnevpost.com/2025/03/07/tesla-200000-orders-china-refreshed-model-y-report/
Cnev just gave a salesfigure of the new tesla model y from starting january 10 till now, march 7 being two months 200 000 orders. Delivery times range from 2-6 weeks starting february 26th, with till now 6000 vehicles delivered. Sales were down 50% from january. Sales in february 24 were around 60000 and march 24 saw around 80000. Max sales in the last two years topped 96000, seems we might be able to break that figure. The i troduction of the tesla cybertruck might add to that, later on the year
Before getting too excited, consider that Huawei is already licensing self-driving to a Chinese automaker and it looks at least as good as FSD. There’s a recent hour-long video on the Out of Spec Reviews channel on youtube.
Huawei relies on LiDAR, HD mapping, manual data labeling like pretty much everybody except Tesla. Generally this approach seems to have failed despite dramatic early accomplishments. Maybe Huawei is a radical exception that somehow managed to make it work. It seems more likely that the same things that made it so attractive to dozens of other now disbanded teams apply here too. Huawei doesn’t have access to either data or training compute on Tesla’s scale. They just sell the systems they don’t build cars or use them. Before getting too excited, its worth considering the nature of the claims.