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Your ultimate authority for 
daily Elon Musk news. 

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Exploring the world's biggest 
ideas with your host Will 

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Walden. 
There's something new every day.

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The future of. 
Tesla is going to be 

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interesting. 
Elon Musk. 

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Plans to change Tesla's. 
Future by. 

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Pushing it toward artificial 
intelligence and robotics. 

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And that raises a. 
Question Can Tesla? 

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Really transform from a car 
company, a great car company, 

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into a leader in autonomous 
systems. 

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Now Tesla. 
Started 22 years ago with a 

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simple plan that didn't depend 
on breakthroughs and battery 

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technology the founders believed
they could create. 

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EVs by. 
Combining proven components in 

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new ways, they relied on lithium
ion. 

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Batteries similar to. 
Those used in laptops and built 

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battery packs from. 
Thousands of small cells. 

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Now, this approach allowed Tesla
to succeed. 

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Where traditional automakers had
failed with heavy and. 

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Inefficient lead acid. 
Batteries now Elon Musk now 

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wants to. 
Take Tesla. 

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In a different path, he no 
longer focuses primarily on 

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making EVs driven by people. 
Instead, he wants Tesla to 

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become a robotics company that 
builds driverless cars and 

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humanoid robots. 
He believes this move will help 

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Tesla stay. 
Valued like a technology company

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rather than an automaker. 
Musk expects. 

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To launch public robo taxi 
services very soon on June. 22nd

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with a small fleet in Austin, TX
they set this. 

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Possible launch date of the 20. 
2nd but Musk. 

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Recently warmed that they. 
May delay this. 

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Timeline if safety concerns 
arise and Tesla's early success 

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came from using software and 
engineering to make lithium ion 

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battery pack safe and reliable 
gave the company a strong lead 

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before competitors recognize the
potential of these batteries 

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now. 
Musk hopes Tesla can use its. 

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Manufacturing expertise to 
integrate artificial 

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intelligence more so. 
Into the vehicles. 

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And unlike the company's earlier
strategy of using existing parts

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creatively, Tesla has spent 
years building its own AI 

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systems for self driving tech. 
Now Tesla's FSD. 

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System and autopilot features 
show how far the. 

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Company has come. 
However, Tesla admits that 

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these. 
Systems are not fully, truly 

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autonomous, and drivers remain 
legally responsible for their 

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vehicles. 
And Elon Musk argues that Tesla 

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holds an advantage over 
competitors. 

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Because its fleet. 
Provides valuable real world 

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data. 
The data helps the company 

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improve its AI systems. 
Faster than rivals? 

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And companies like Waymo and GM.
Have also worked. 

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On driverless technology, but 
their efforts are kind of 

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limited. 
GM stopped its robo. 

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Taxi plans because of high 
costs. 

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And Waymo operates a modest 
fleet of around 1500 to 2000 

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vehicles. 
Number is similar to GM's failed

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EV1 program from over 25 years 
ago, which helped inspire 

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Tesla's creation in the first 
place. 

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And now? 
Tesla's robust. 

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Taxis project. 
Depends heavily on turning its 

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production values. 
Into autonomous taxis. 

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Musk claims that every Tesla 
rolling off the line today is 

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capable of unsupervised self 
driving. 

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He shared footage of a Tesla 
Model Y driving without anyone 

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in the front seat during tests 
in Austin Now. 

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Despite these demonstrations. 
Musk remains. 

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Cautious, he said. 
Tesla's initial. 

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Launch will be small. 
Possibly with about. 10 

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robotaxis operating in the 1st. 
Week he expects to scale this up

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to thousands. 
Of vehicles within months and 

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aims to have hundreds of 
thousands or even a million on 

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the road by the end of 2026 now.
Musk's public statements about 

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Tesla safety priorities. 
Reflect the difficulties of 

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delivering. 
Autonomous vehicles at scale, he

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said. 
The company is super paranoid. 

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About safety, Which? 
Means that the robotaxi launch 

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could face further delays. 
Tesla's competitors, including 

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Waymo and. 
Zooks. 

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Have already demonstrated cars 
on public roads without drivers 

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behind the wheel. 
With. 10s of thousands of rides 

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for Waymo and in some surveys 
people prefer an autonomous 

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Waymo to an Uber where some 
person is driving now. 

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Zooks and Waymo have already 
demonstrated cars on public 

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roads without drivers behind the
wheel, but their technology 

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remains complex and far from 
widespread. 

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Even Waymo's limited fleet has 
not come close to the 

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commercial. 
Success of Google score business

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but. 
Test The shift toward AI marks a

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major change from its founding 
principles. 

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The company originally succeeded
by rethinking how to combine. 

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The existing technologies. 
But now they're creating their 

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own technologies, they're 
creating their own AI and 

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they're relying on large scale 
deployment of self driving cars.

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But now we haven't seen Tesla 
make self driving into a major 

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part of its business. 
Elon. 

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Musk's confidence in Tesla's. 
AI technology rests on the 

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company's production scale and 
data advantage, but challenges 

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and safety regulation and public
acceptance remain. 

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Now, the future of Tesla. 
Now depends on whether. 

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Musk's AI vision can deliver 
real results. 

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Remember a few years ago when? 
Zuckerberg was. 

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Talking about the metaverse and 
then where is the metaverse? 

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We were never in the metaverse. 
All the. 3D headsets all the. 

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Virtual. 
Reality, that was. 

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Top of the line for a few years 
and now it's bottom of the 

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barrel. 
Nobody really uses it in a real 

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world application other than 
engineers and you know, it kind 

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of niche things. 
It's a fun thing to play around 

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with, but. 
Zuckerberg was talking. 

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About how everybody was going to
have a headset and we're all 

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going to live and work in the 
metaverse and Apple made a 

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headset and. 
Elon Musk doesn't. 

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Want to be that he. 
Knows that his. 

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AI Vision can deliver. 
Real results, that's what he 

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believes The company's focus has
moved. 

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From making. 
EVs accessible to. 

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Building a network of driverless
cars. 

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All of their manufacturers have 
some sort of EV in the pipeline 

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if they don't already have some 
on the road, and this took them 

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a decade or two. 
To figure this out so. 

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If Elon keeps making these moves
with Tesla and moving forward 

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with. 
Tesla. 

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They're also going to be 20 
years behind by the time. 

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All of this happens so. 
Somebody like Ford or GM? 

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Who is? 
Barely making. 

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EVs at this. 
Point they don't have an AI 

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division. 
They don't have anything to 

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compete with Musk right now. 
As. 

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XAI, he has x.com or X if you 
want to call it that, and both 

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of them have an AI component and
now all of that is being rolled.

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Into Tesla. 
Tesla has the. 

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Data from all of the driving 
from other people. 

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They have some sensors they. 
Don't have Lidar, which Waymo 

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has and in. 
Tests as we've. 

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Seen if you look around on 
YouTube you'll find. 

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A Tesla versus. 
Lidar. 

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Just look that up and you can 
see for yourself how Tesla has 

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failed against. 
Lidar in numerous circumstances 

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and their. 
Videos of Tesla's. 

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Just running through. 
Dummies and mannequins on the 

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side of school buses. 
Things like that. 

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And it's, you know. 
Part of it is that some of the. 

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Sensors in Tesla don't match up 
to the way that Waymo's sensors 

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work, and that's. 
What Elon Musk is talking about 

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when he's talking about Tesla 
being cautious. 

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He wants them to be. 
Extremely cautious. 

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Because if. 
Anything happens right away. 

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With these Austin tests, that's 
why they're starting small. 

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He's saying something like a 
dozen. 

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Cars on the road, robo taxis in 
the first week. 

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Which is a. 
Totally. 

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Fine test set. 
But he wants to upgrade. 

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This to thousands of vehicles 
within. 

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Months so you. 
Don't just start off with. 10 

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operational robo taxis. 
In a week. 

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And then within months you get 
to. 

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Thousands of vehicles. 
Usually it would go from like 10

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robo taxis in Austin to 20, 
30-40 within months. 

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Plus there's also regulatory 
hurdles, so if you're good in. 

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Austin it doesn't. 
Mean you're going to be good in 

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Arkansas, so to speak, or you're
not going to get robo taxis in 

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New York City. 
Thousands of robo taxis in New 

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York City, or. 
San Francisco, OR. 

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LA OR. 
Small cities like Buffalo, or. 

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Someplace like Orlando, you're 
not going to get. 

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Robo taxis there because there. 
Are different regulatory? 

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Hurdles per state and also per 
city. 

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So if he wants to have. 
Thousands of robo taxis. 

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In Austin that. 
Seems like it would be less of 

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a. 
Hurdle than trying. 

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To go to these different States 
and different cities so he also.

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Wants to have hundreds of 
thousands or even 1,000,000 by 

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the end of next year. 
A million vehicles on the road. 

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Now, if he's talking about. 
Robotaxi capable vehicles. 

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Where a. 
Current vehicle could. 

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Be set up with software to. 
Become a robotaxi and the owner 

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of that vehicle. 
Which he stated in the past, he 

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stated. 
This for years that everybody 

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that. 
Owns a Tesla when it's. 

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When you're not driving it, you 
can loan it out and you can make

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it into a robotaxi and you can 
make money while. 

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It just sits there. 
He said it's going to free up 

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so. 
Many Teslas to. 

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Do other things instead of 
sitting in a driveway or sitting

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in a parking lot and wasting 
away. 

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Instead it could be on the road 
doing work for you, making you 

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money autonomously. 
But that. 

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Also is. 
Full of regulatory. 

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Hurdles so hundreds of. 
Thousands of vehicles or even 

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1,000,000 by the end of next 
year. 

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Sure, they. 
Might be capable. 

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But will the regulatory statutes
allow them to drive on the 

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roads? 
That's. 

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To be seen and. 
We don't know what's going on. 

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Behind the scenes with Tesla. 
And. 

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In the cities. 
And States and towns throughout 

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the country. 
So it could take. 

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Maybe not months to do this. 
It could possibly take them 

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years. 
Waymo. 

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Is only in a. 
Few cities right now. 

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I think they're in five cities 
and it took them years to get 

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there and they have proven 
technology. 

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SpaceX or not SpaceX, Tesla has.
Proven data from drivers, but 

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they don't have proven robotaxi 
rides. 

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Yet so. 
The fact that that hasn't 

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happened yet and the fact that 
Elon is saying. 

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Hundreds of. 
Thousands, possibly a million 

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vehicles on the road being 
robotaxis. 

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I don't think that's going to 
happen in one year. 

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Look, I'm. 
Call me skeptic. 

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I'm fine with that. 
I'm fine with that. 

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But Elon Musk has promised 
things in the. 

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Past that haven't happened at 
the scale. 

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That he wants them to happen 
Like when he was officially and 

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originally starting the Starship
program he was saying somewhere 

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around the 20/24/2020. 6:00-ish 
Twenty. 28 launch to Mars and 

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from start with Starship and he 
was saying absolutely, we're 

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going to do this now. 
It looks like he's. 

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Still saying this in during his 
last talk he was saying that 

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they're going to make it there. 
Starship really hasn't made it 

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past Earth, hasn't made it to 
orbit yet, hasn't done a full 

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orbit yet. 
We're in 2025 and he has. 

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To launch this by 2026, he. 
Wants to launch it to Mars. 

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There's a possibility. 
But he doesn't have to. 

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Worry about the hurdles from the
government, the red tape from 

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every city, every town, every 
municipality, every highway 

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department. 
Every state that. 

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He wants to get these robo taxis
in the The scale that he wants 

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is unfathomable. 
Can he? 

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Do it. 
Yeah, maybe he'd have a couple 

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100, but. 
Hundreds of thousands of 

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vehicles on the road. 
That seems like a huge stretch. 

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If you're on a podcast platform 
that has comments, let me know 

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in the comments what you think 
about this. 

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I think it's. 
A great idea to have a million. 

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Vehicles that you can just. 
Hop into. 

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I wouldn't need a car anymore. 
I could just call a Tesla. 

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And have it pick me up and take 
me wherever I want to go. 

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Drive around for a little while.
That would be great. 

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Maybe I go to the beach. 
Maybe I go downtown. 

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You know, same thing. 
With the Uber. 

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Also if you're. 
Interested in driving for Uber? 

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You can make a good amount of 
money. 

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We're driving for Uber if you're
yeah, if you have a vehicle and 

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you also just. 
Need need some. 

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Spare cash Like if you want some
spare money to go out to dinner 

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to drive Uber on the. 
Weekends make a. 

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Couple 100 bucks make. 50 bucks,
whatever. 

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Drive for a couple hours on the.
Weekends make a. 

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Make a little side scratch. 
There's a link in the 

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description or the show notes 
and that'll get you into the 

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program and you get a little 
kickback. 

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I get a little bit of money for 
that too. 

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Not a lot, but. 
It does help out the show. 

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So if you can sign up, if you're
thinking about it, I've done it 

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in the past and I'll tell you 
what, man, it's fun. 

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Get to be some really 
interesting people and all 

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you're doing is driving. 
It's like if you're if you just 

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want something. 
To to do to pass some time. 

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And you don't don't really want 
to think driving Uber. 

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Is definitely the way to. 
Go. 

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It's really fun. 
So Elon is right. 

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On the precipice. 
Of doing something amazing if 

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this all works out. 
And his public statements about 

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Tesla's safety. 
Priorities show that. 

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There's difficulties of. 
Delivering Autonomous. 

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Vehicles at scale. 
He's been saying that. 

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He's super paranoid about 
safety. 

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Which means. 
That the Robo taxi launch could.

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Face further delays. 
Because when they do these. 10 

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test vehicles. 
They're. 

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Going to gather some real world 
data and it's going to be in a 

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small part of Austin too. 
It's not going to be over the 

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whole city, not going to be on 
the highways. 

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It's going. 
To be on. 

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A loop of streets that they know
that they have the data for 

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already so they're. 
Going to be. 

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Gathering data from these robo 
taxis and they're going to have 

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to scale. 
This. 

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To a point where. 
It's unheard of to scale this 

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fast. 
Can they scale this fast? 

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There's a possibility, but. 
There's always he has to work 

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with the towns and the cities 
and that's the part that's going

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to hold him back. 
You know, Zooks way, MO. 

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They've already demonstrated 
cars on public roads without 

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drivers behind the wheel, but 
their technology is very 

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complex. 
We MO's limited fleet is, you 

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know they're making money, but 
they're also they're. 

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Also. 
Not producing. 

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The types of rides. 
That will make. 

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The sorry the. 
Scale of rides that will make 

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them billions of dollars which 
they need to do it in order to 

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keep this program going. 
But the thing. 

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Is. 
Google owns Waymo. 

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Google does this. 
So Google has it as a sort of 

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like a side project. 
They want to make this work, but

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the. 
Other thing is. 

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They're going to make sure that 
they use. 

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This data. 
From these rides. 

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To license this technology. 
To other car manufacturers in 

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the. 
Future SO. 

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Lidar, the radars, things like 
that, the data that they gather 

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from this, they're not going to 
keep to themselves. 

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They're going. 
To use it. 

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With manufacturers GM, Ford, 
etcetera and Audi I've heard 

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plans of maybe. 
Porsches influence. 

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There with Waymo and their 
technologies and. 

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We'll see what happens though, 
because Tesla is. 

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Just going to keep it in Tesla. 
They're going to keep all the 

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money to themselves. 
They're not going to license 

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anything as far as we know. 
Elon said he's open to it, but 

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he needs to. 
Have the lead first. 

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He has to have a crazy lead 
before. 

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He actually licenses. 
Anything to anybody else, but 

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you know, future of Tesla really
does depend. 

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On. 
The AI vision that Musk is 

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portraying with these driverless
cars. 

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Companies focus has. 
Moved from building electric. 

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Vehicles, which is amazing. 
And, you know, one of the one of

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the biggest breakthroughs in 
technology in the last 20 years,

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but now they're going to be 
building a network of driverless

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cars. 
The success or the failure of 

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00:17:14,240 --> 00:17:16,119
the strategy? 
Will shape. 

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Tesla's future, but also it'll 
shape. 

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Robotics. 
It'll shape other companies that

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build parts for robotics. 
It'll shape industries as a 

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whole, and also shape. 
Cities of the future. 

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Which will become manufacturing 
hubs like Austin is for robotics

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and AI. 
Now they're proving the 

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00:17:39,920 --> 00:17:44,760
artificial intelligence can move
beyond just the lab, beyond 

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hackers, making AIA more viable 
product for everybody. 

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Beyond. 
The lab tests. 

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And make it into everyday life. 
At a scale. 

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That no one else has ever 
achieved. 

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00:17:58,160 --> 00:18:02,840
Henry Ford built the automobile 
into a massive business. 

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Elon Musk has built EVs. 
Into a massive business. 

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And he's. 
Planning on building. 

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Driverless cars. 
Into an even bigger business and

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I for one really excited about 
the future of driverless 

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vehicles. 
Hey, thank you. 

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00:18:21,640 --> 00:18:24,320
So much for listening today, I 
really do appreciate your 

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00:18:24,320 --> 00:18:25,840
support. 
If you could take a second and 

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00:18:25,840 --> 00:18:28,800
hit the subscribe or the follow 
button on whatever podcast 

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00:18:28,800 --> 00:18:30,080
platform that you're listening 
on. 

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00:18:30,440 --> 00:18:32,520
Right. 
Now I greatly appreciate it. 

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00:18:32,520 --> 00:18:34,720
It helps out the show 
tremendously and you'll. 

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00:18:34,720 --> 00:18:36,680
Never miss an. 
Episode and each. 

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00:18:36,680 --> 00:18:39,680
Episode is about. 10 minutes or 
less to get you. 

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00:18:39,680 --> 00:18:42,400
Caught up quickly. 
And please, if you want to 

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00:18:42,400 --> 00:18:43,520
support the show. 
Even more. 

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00:18:43,760 --> 00:18:44,760
Go to. 
Patreon dot. 

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00:18:44,760 --> 00:18:47,920
Com slash. 
Stage 0. 

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00:18:48,400 --> 00:18:50,600
And please take care of 
yourselves and each other, and 

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00:18:50,600 --> 00:18:51,520
I'll see you tomorrow.
