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Elon Musk's *New* 4D-Chess Move | Cunning.

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0:00

got an update on Tesla in California and

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boy this is a little bit mind-blowing

0:05

but folks Tesla is now announcing that

0:09

their Global head of engineering is

0:12

actually getting placed in California in

0:16

Palo Alto a place where you can't buy a

0:19

home a good home for less than three

0:22

million dollars my son happens to like

0:25

Palo Alto because I took him there once

0:27

and their playgrounds are amazing

0:29

because they got a lot of money over

0:31

there and so why the hell would Tesla

0:35

build a menu or build basically an

0:37

engineering Workshop Workshop more like

0:40

an engineering headquarters why would

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they put an engineering headquarters in

0:44

Palo Alto California well Elon Musk

0:47

explained this directly and essentially

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the idea is that there is a lot of

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engineering talent in San Francisco and

0:54

this makes a lot of sense in fact I'm

0:56

going to grab something from JP Morgan

0:58

Asset Management end and some research

1:01

that they put together in just the last

1:03

couple days and this is the kind of

1:05

stuff I do okay I sit here and I read

1:07

research this is an 81-page report and

1:10

on page 64 of that 81-page report take a

1:13

look at this number of unicorns in other

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words smaller companies that that are

1:18

very Innovative and get a lot of private

1:19

Equity money a lot of Investments a lot

1:23

of dollars have a lot of skilled

1:24

employees look at the number of unicorns

1:27

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added from the point of view of private

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Equity markets and what do you have ah

1:49

most of them are in San Francisco about

1:52

50 percent more than the next highest

1:55

city in New York now this is a piece on

1:57

China and this particular piece talks

1:59

about how like Shanghai and Beijing are

2:01

catching up and they are that's really a

2:04

topic for a different video though but

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it's very interesting because as much as

2:08

people bag on California if you want AI

2:11

investment Venture Capital Money San

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Francisco is the best place for that at

2:17

this point you know other areas are

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coming up you got the Silicon slopes in

2:22

uh in in Utah uh you've got uh New York

2:26

you've got Miami you've got Austin which

2:29

is trying to become uh you know an area

2:31

I think Miami they call it silicon Beach

2:33

silicon slopes Utah Right Silicon Valley

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obviously uh uh San Francisco and such

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but it's very interesting to me because

2:39

Tesla made it clear they've got 47 000

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direct employees in California and uh

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Elon Musk made it very clear that Tesla

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Fremont is the most productive

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Automotive Factory in North America now

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that will change Elon Musk here is

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trying to be complementary to Tesla or

2:57

to California and I'm going to give you

2:59

my thesis on exactly why that's

3:01

happening but that's that's true for now

3:04

it won't be much longer because the most

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productive Factory in North America will

3:08

probably be in Northeast Mexico or the

3:10

Giga taxes right and that's also where

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the Tesla headquarters are but the

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headquarters of just engineering are

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going to be in California and this

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facility will employ about 1400

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engineers and what I thought was really

3:22

interesting about this

3:24

is oh well also it's worth noting that

3:26

Nvidia which just smashed earnings

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phenomenal earnings huge player in not

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only autonomy but also in AI artificial

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intelligence data centers a cloud-based

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artificial intelligence but also uh just

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smashed earnings I mean absolutely

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incredible they they're talking about an

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inflection point in AI but they also are

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a massive Automotive player Nvidia is

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right in that they're trying to sell

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basically systems on chips to companies

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like Mercedes so they can actually more

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effectively conduct software updates

3:59

right now only about 31 of Mercedes

4:03

recalls according to Forbes are done

4:05

over the air whereas 99 of Tesla's

4:08

recalls are solved by an over-the-air

4:10

update and Nvidia actually provides a

4:13

lot of the backbone for a lot of other

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Automotive companies whether it's Nvidia

4:16

I'm sorry whether it's Neo Mercedes

4:18

Volkswagen they provide the backbone for

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a lot of of the chip technology and

4:23

guess where videos located ah Santa

4:25

Clara the valley right up by San Jose

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San Francisco like this this is the AI

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Hub like say what you want about

4:32

California that's the AI Hub I just flew

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from San Diego to to uh Ventura

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California yesterday we got to fly along

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the coastline and then we crossed above

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Malibu and saw all the crazy homes and

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everything from from a pretty relatively

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low altitude

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gorgeous like California is freaking

4:46

beautiful uh but but the point is

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NorCal is fantastic for the AI autonomy

4:54

and Engineering world now maybe that'll

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change a lot of work from home is

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changing that and and messing things up

4:59

but there's nothing like the in-person

5:01

startup culture that's why with my

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startup we require anyone who's being

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hired new hire they've got to work with

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us in person come travel with us work

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with us be with us is a massive

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difference from in a startup culture so

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I think really what Elon here is doing

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is twofolded number one it's trying to

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Foster the startup culture to always be

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at the front of innovation there's no

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better place for AI innovation in my

5:25

opinion and clearly uh Elon Musk at

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least somewhat agrees with this NorCal

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now the second thing that's very

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interesting because you know Gavin

5:33

Newsom tried to turn this into like a

5:34

politics thing and he's like you know

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we've got more jobs in California we've

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got more hunting jobs more fishing jobs

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we've got more Manufacturing in

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California than any other state elon's

5:44

response to that line was fantastic

5:46

elon's like well it is a big state

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and and he's basically kind of saying

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like dude Gavin Newsom like stop

5:52

stroking yourself okay that has nothing

5:54

to do with you you have the highest

5:55

population out here of course you have

5:58

the highest amount of jobs in all these

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various different sectors fantastic quit

6:02

back from Elon Musk but here's the 4D

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chess move in my opinion Elon Musk has

6:08

also very clearly aligned himself with

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uh Texas and Republicans for

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manufacturing and Manufacturing freedoms

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right that's obviously very in and sort

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of Freedom of Information via Twitter

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big fan of aligning himself with

6:24

Republicans right that's been whether

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that was intentional or not he's done a

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phenomenal job over the last year of

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basically being the greatest Republican

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Advocate ever okay obviously from a

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political point of view people on the

6:39

left do not really like Elon Musk right

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now look at what Elon Musk just did by

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employing about 1.4 percent of Tesla

6:47

folks engineers at an new headquarters

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in California creating potentially new

6:53

jobs although we don't even know those

6:54

are going to be new jobs people could

6:55

just be moving from their current old

6:57

headquarters into that headquarters

6:59

right so they might not even be new jobs

7:00

it could have literally been as simple

7:02

as Elon Musk like signing a lease and

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then moving 1400 people to a new

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engineering headquarters which is like

7:09

kind of a [ __ ] line anyway it's like

7:11

okay like you had an engineering

7:13

department there anyway now you're just

7:15

signing a new lease and calling it the

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engineering headquarters right like like

7:19

come on this is a 4D chess move you know

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what the 4D chess move is to make

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Democrats like him again it's freaking

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brilliant Elon Musk was just at the

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White House shaking hands with Biden

7:31

Folks at the transportation department

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why it's so they can get billions of

7:37

dollars of tax credits to expand the

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Tesla supercharging Network in exchange

7:41

for slowly in a way that doesn't affect

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congestion although I think it will

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affect congestion really that's just

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sort of me kind of being a little

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skeptical and jaded but anyway that's

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because I'm a Tesla owner right so

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obviously like I don't want other people

7:54

at the touching stations because I don't

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want to wait that's me being selfish

7:58

okay but anyway Elon Musk working with

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the White House to build billions of

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dollars more of charging infrastructure

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is great why because it gives Tesla

8:07

billions of dollars to make the greatest

8:08

charging Network even greater and even

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better and even more Innovative but that

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also makes but the Biden Administration

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shout out Elon Musk and Tesla about how

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great their being for sustainability and

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climate change something Democrats like

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so Republicans we already got we got

8:25

enough Republican Elon Musk right we we

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had enough of that in 2022. now he's

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playing the other side hey uh yeah yeah

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give us billions of dollars in tax

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credits and we'll expand our charging

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Network and we'll let y'all plug in and

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don't worry we'll charge you Democrats

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who don't drive Teslas more money to

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charge at our stations but oh well we'll

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take the billions of dollars of tax

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credit freaking brilliant this guy's a

8:47

genius he's playing both signs Elon Musk

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is

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brilliant now he goes to Gavin Newsom

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the epitome of the left the poster boy

8:58

of failed schools failed homelessness

9:01

failed mental health education a failure

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of a state they will send stimulus

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checks to people making 500 000 no joke

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look it up five hundred thousand dollar

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people a households making up to 500 000

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in October of 2022 got stimulus checks

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rather than actually making the

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appropriate investments into the state

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that needs it most actually trying to

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make California more competitive again

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geez Lord

9:24

that guy why would Elon Musk go talk to

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that guy and quip back at how great

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California actually is by actually kind

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of trying to undercut Gavin Newsom in

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like at the like the perfect moments why

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is he announcing this because again

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Gavin newsom's the poster boy of the

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left and even though Elon Musk might not

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actually be doing anything special or

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unique it makes it feel that way hey

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let's have an event let's celebrate the

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signing of this new lease hold interest

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that we have in NorCal we're gonna move

9:51

some Engineers over here it's great

9:52

Gavin newsom's like oh I wish we could

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be cutting a ribbon right now oh yeah

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and Elon Musk like is such a dummy uh

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and in the meantime guess what now all

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of a sudden the lefties who hate Elon

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Musk are like damn Elon Musk is helping

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out Biden he's helping out Newsom he's

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he's coming back to California yeah yeah

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California is great yeah well yeah yeah

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yeah this is great it's like he just

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opened up the demographic again he just

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he's bringing Democrats back to Tesla

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this guy is absolutely freaking

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brilliant okay like he realized he went

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a little too far went a little too right

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last year and now he's flip-flopping to

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the other side not in a way that insults

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the right okay nobody on the right in my

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opinion is insulted by Elon Musk going

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to the Biden Administration getting

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billions of dollars in tax credits to

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expand the supercharger Network like

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that's not offensive to the right okay

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you're putting 1400 jobs that may

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already be there in NorCal that's not

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offensive to the right

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but it's uh like it's like a it's like a

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boner to the left you know it's like

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this look

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Elon is brilliant this is this is like

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the the biggest 4D chess move and it is

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so perfect coming right on the backs of

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all like the Twitter files and all the

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drama it's like damn that guy okay

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that's all I got to say that's that's

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all I gotta say he he he's brilliant all

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right enough of that enough enough

11:16

because I'm Gonna Get Enough comments of

11:17

people being like Okay Kevin just get on

11:19

your knees for Elon

11:21

all right like come on man I think you

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could be on either side and be looking

11:25

at this going yeah no you're not wrong

11:26

Kevin but still get on your knees

11:29

okay oh dear Lord oh I'm having too much

11:33

fun with this

11:34

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while real estate is still on its

12:11

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12:12

delayed cycle uh which is uh you know

12:15

pretty pretty well expected right now

12:16

for

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