Elon Musk's *New* 4D-Chess Move | Cunning.
FULL TRANSCRIPT
got an update on Tesla in California and
boy this is a little bit mind-blowing
but folks Tesla is now announcing that
their Global head of engineering is
actually getting placed in California in
Palo Alto a place where you can't buy a
home a good home for less than three
million dollars my son happens to like
Palo Alto because I took him there once
and their playgrounds are amazing
because they got a lot of money over
there and so why the hell would Tesla
build a menu or build basically an
engineering Workshop Workshop more like
an engineering headquarters why would
they put an engineering headquarters in
Palo Alto California well Elon Musk
explained this directly and essentially
the idea is that there is a lot of
engineering talent in San Francisco and
this makes a lot of sense in fact I'm
going to grab something from JP Morgan
Asset Management end and some research
that they put together in just the last
couple days and this is the kind of
stuff I do okay I sit here and I read
research this is an 81-page report and
on page 64 of that 81-page report take a
look at this number of unicorns in other
words smaller companies that that are
very Innovative and get a lot of private
Equity money a lot of Investments a lot
of dollars have a lot of skilled
employees look at the number of unicorns
by City this video is sponsored by the
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Equity markets and what do you have ah
most of them are in San Francisco about
50 percent more than the next highest
city in New York now this is a piece on
China and this particular piece talks
about how like Shanghai and Beijing are
catching up and they are that's really a
topic for a different video though but
it's very interesting because as much as
people bag on California if you want AI
investment Venture Capital Money San
Francisco is the best place for that at
this point you know other areas are
coming up you got the Silicon slopes in
uh in in Utah uh you've got uh New York
you've got Miami you've got Austin which
is trying to become uh you know an area
I think Miami they call it silicon Beach
silicon slopes Utah Right Silicon Valley
obviously uh uh San Francisco and such
but it's very interesting to me because
Tesla made it clear they've got 47 000
direct employees in California and uh
Elon Musk made it very clear that Tesla
Fremont is the most productive
Automotive Factory in North America now
that will change Elon Musk here is
trying to be complementary to Tesla or
to California and I'm going to give you
my thesis on exactly why that's
happening but that's that's true for now
it won't be much longer because the most
productive Factory in North America will
probably be in Northeast Mexico or the
Giga taxes right and that's also where
the Tesla headquarters are but the
headquarters of just engineering are
going to be in California and this
facility will employ about 1400
engineers and what I thought was really
interesting about this
is oh well also it's worth noting that
Nvidia which just smashed earnings
phenomenal earnings huge player in not
only autonomy but also in AI artificial
intelligence data centers a cloud-based
artificial intelligence but also uh just
smashed earnings I mean absolutely
incredible they they're talking about an
inflection point in AI but they also are
a massive Automotive player Nvidia is
right in that they're trying to sell
basically systems on chips to companies
like Mercedes so they can actually more
effectively conduct software updates
right now only about 31 of Mercedes
recalls according to Forbes are done
over the air whereas 99 of Tesla's
recalls are solved by an over-the-air
update and Nvidia actually provides a
lot of the backbone for a lot of other
Automotive companies whether it's Nvidia
I'm sorry whether it's Neo Mercedes
Volkswagen they provide the backbone for
a lot of of the chip technology and
guess where videos located ah Santa
Clara the valley right up by San Jose
San Francisco like this this is the AI
Hub like say what you want about
California that's the AI Hub I just flew
from San Diego to to uh Ventura
California yesterday we got to fly along
the coastline and then we crossed above
Malibu and saw all the crazy homes and
everything from from a pretty relatively
low altitude
gorgeous like California is freaking
beautiful uh but but the point is
NorCal is fantastic for the AI autonomy
and Engineering world now maybe that'll
change a lot of work from home is
changing that and and messing things up
but there's nothing like the in-person
startup culture that's why with my
startup we require anyone who's being
hired new hire they've got to work with
us in person come travel with us work
with us be with us is a massive
difference from in a startup culture so
I think really what Elon here is doing
is twofolded number one it's trying to
Foster the startup culture to always be
at the front of innovation there's no
better place for AI innovation in my
opinion and clearly uh Elon Musk at
least somewhat agrees with this NorCal
now the second thing that's very
interesting because you know Gavin
Newsom tried to turn this into like a
politics thing and he's like you know
we've got more jobs in California we've
got more hunting jobs more fishing jobs
we've got more Manufacturing in
California than any other state elon's
response to that line was fantastic
elon's like well it is a big state
and and he's basically kind of saying
like dude Gavin Newsom like stop
stroking yourself okay that has nothing
to do with you you have the highest
population out here of course you have
the highest amount of jobs in all these
various different sectors fantastic quit
back from Elon Musk but here's the 4D
chess move in my opinion Elon Musk has
also very clearly aligned himself with
uh Texas and Republicans for
manufacturing and Manufacturing freedoms
right that's obviously very in and sort
of Freedom of Information via Twitter
big fan of aligning himself with
Republicans right that's been whether
that was intentional or not he's done a
phenomenal job over the last year of
basically being the greatest Republican
Advocate ever okay obviously from a
political point of view people on the
left do not really like Elon Musk right
now look at what Elon Musk just did by
employing about 1.4 percent of Tesla
folks engineers at an new headquarters
in California creating potentially new
jobs although we don't even know those
are going to be new jobs people could
just be moving from their current old
headquarters into that headquarters
right so they might not even be new jobs
it could have literally been as simple
as Elon Musk like signing a lease and
then moving 1400 people to a new
engineering headquarters which is like
kind of a [ __ ] line anyway it's like
okay like you had an engineering
department there anyway now you're just
signing a new lease and calling it the
engineering headquarters right like like
come on this is a 4D chess move you know
what the 4D chess move is to make
Democrats like him again it's freaking
brilliant Elon Musk was just at the
White House shaking hands with Biden
Folks at the transportation department
why it's so they can get billions of
dollars of tax credits to expand the
Tesla supercharging Network in exchange
for slowly in a way that doesn't affect
congestion although I think it will
affect congestion really that's just
sort of me kind of being a little
skeptical and jaded but anyway that's
because I'm a Tesla owner right so
obviously like I don't want other people
at the touching stations because I don't
want to wait that's me being selfish
okay but anyway Elon Musk working with
the White House to build billions of
dollars more of charging infrastructure
is great why because it gives Tesla
billions of dollars to make the greatest
charging Network even greater and even
better and even more Innovative but that
also makes but the Biden Administration
shout out Elon Musk and Tesla about how
great their being for sustainability and
climate change something Democrats like
so Republicans we already got we got
enough Republican Elon Musk right we we
had enough of that in 2022. now he's
playing the other side hey uh yeah yeah
give us billions of dollars in tax
credits and we'll expand our charging
Network and we'll let y'all plug in and
don't worry we'll charge you Democrats
who don't drive Teslas more money to
charge at our stations but oh well we'll
take the billions of dollars of tax
credit freaking brilliant this guy's a
genius he's playing both signs Elon Musk
is
brilliant now he goes to Gavin Newsom
the epitome of the left the poster boy
of failed schools failed homelessness
failed mental health education a failure
of a state they will send stimulus
checks to people making 500 000 no joke
look it up five hundred thousand dollar
people a households making up to 500 000
in October of 2022 got stimulus checks
rather than actually making the
appropriate investments into the state
that needs it most actually trying to
make California more competitive again
geez Lord
that guy why would Elon Musk go talk to
that guy and quip back at how great
California actually is by actually kind
of trying to undercut Gavin Newsom in
like at the like the perfect moments why
is he announcing this because again
Gavin newsom's the poster boy of the
left and even though Elon Musk might not
actually be doing anything special or
unique it makes it feel that way hey
let's have an event let's celebrate the
signing of this new lease hold interest
that we have in NorCal we're gonna move
some Engineers over here it's great
Gavin newsom's like oh I wish we could
be cutting a ribbon right now oh yeah
and Elon Musk like is such a dummy uh
and in the meantime guess what now all
of a sudden the lefties who hate Elon
Musk are like damn Elon Musk is helping
out Biden he's helping out Newsom he's
he's coming back to California yeah yeah
California is great yeah well yeah yeah
yeah this is great it's like he just
opened up the demographic again he just
he's bringing Democrats back to Tesla
this guy is absolutely freaking
brilliant okay like he realized he went
a little too far went a little too right
last year and now he's flip-flopping to
the other side not in a way that insults
the right okay nobody on the right in my
opinion is insulted by Elon Musk going
to the Biden Administration getting
billions of dollars in tax credits to
expand the supercharger Network like
that's not offensive to the right okay
you're putting 1400 jobs that may
already be there in NorCal that's not
offensive to the right
but it's uh like it's like a it's like a
boner to the left you know it's like
this look
Elon is brilliant this is this is like
the the biggest 4D chess move and it is
so perfect coming right on the backs of
all like the Twitter files and all the
drama it's like damn that guy okay
that's all I got to say that's that's
all I gotta say he he he's brilliant all
right enough of that enough enough
because I'm Gonna Get Enough comments of
people being like Okay Kevin just get on
your knees for Elon
all right like come on man I think you
could be on either side and be looking
at this going yeah no you're not wrong
Kevin but still get on your knees
okay oh dear Lord oh I'm having too much
fun with this
um supposed to be going to the course
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pretty pretty well expected right now
for
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