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Dillon Loomis

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In light of the Cybercab event this week, here are my expectations: Of course the first official Robotaxi rides in a Cybercab will happen. Good chance it's limited to a certain portion of the geofence, especially for the launch event to avoid any edge cases I think Elon will say a few words. Likely nothing we don't already know - thanking the teams and explaining the importance of and vision for Cybercab Frankly though what happens at the event doesn't matter. It's what the Cybercab service looks like the following day. I think best case scenario would be Tesla having ~25 active Cybercabs operating in Austin for a majority of the operating hours (6A - 10P). I think we all need to be prepared for somehwere around ~5-10 Cybercabs to be active for a week or so after the event and then a slow build from there While we don't know how many active Robotaxis Tesla has in Austin, we can guess it's ~50-75 on any given day. I think increasing that fleet by up to 50% is the most we should be hoping for. I think the survey going around where ~50% of people are expecting > 100 Cybercabs to be deployed is overly optimistic. Not that it can't happen, and I'd love to be wrong, it would just be a stark departure from everything we've seen/heard so far This event shouldn't be viewed as a scaling announcement, but rather a beginning of operations and celebration of the Cybercab. I know Elon said over the weekend Tesla is "about to" flood Austin with Cybercabs, but in his mind that could mean later this year with V15, not this week Given Ashok's recent commentary about why they're going broad instead of deep (more different cities instead of higher fleet volume in each), I'd be more impressed with Cybercab starting operations in the other active Robotaxi cities in the following week or two after the event. To me, that would be a great signal that the validation is going well with Cybercab more generally, not just in the Austin geofence where Tesla has extensive data So while this is a huge milestone (no wheel, no pedals, purpose built for autonomy, cost profile, attention-grabbing design etc.), I'm still not expecting to see hundreds of Robotaxis in Austin or other cities until later this year or early '27 $TSLA

In light of the Cybercab event this week, here are my expectations: Of course the first official Robotaxi rides in a Cybercab will happen. Good chance it's limited to a certain portion of the geofence, especially for the launch event to avoid any edge cases I think Elon will say a few words. Likely nothing we don't already know - thanking the teams and explaining the importance of and vision for Cybercab Frankly though what happens at the event doesn't matter. It's what the Cybercab service looks like the following day. I think best case scenario would be Tesla having ~25 active Cybercabs operating in Austin for a majority of the operating hours (6A - 10P). I think we all need to be prepared for somehwere around ~5-10 Cybercabs to be active for a week or so after the event and then a slow build from there While we don't know how many active Robotaxis Tesla has in Austin, we can guess it's ~50-75 on any given day. I think increasing that fleet by up to 50% is the most we should be hoping for. I think the survey going around where ~50% of people are expecting > 100 Cybercabs to be deployed is overly optimistic. Not that it can't happen, and I'd love to be wrong, it would just be a stark departure from everything we've seen/heard so far This event shouldn't be viewed as a scaling announcement, but rather a beginning of operations and celebration of the Cybercab. I know Elon said over the weekend Tesla is "about to" flood Austin with Cybercabs, but in his mind that could mean later this year with V15, not this week Given Ashok's recent commentary about why they're going broad instead of deep (more different cities instead of higher fleet volume in each), I'd be more impressed with Cybercab starting operations in the other active Robotaxi cities in the following week or two after the event. To me, that would be a great signal that the validation is going well with Cybercab more generally, not just in the Austin geofence where Tesla has extensive data So while this is a huge milestone (no wheel, no pedals, purpose built for autonomy, cost profile, attention-grabbing design etc.), I'm still not expecting to see hundreds of Robotaxis in Austin or other cities until later this year or early '27 $TSLA

127,399 次观看

We knew this was going to happen at some point, somewhere. We now have politicians officially trying to dictate what hardware autonomous companies like Tesla need to use (lol) Sen. Andrew Zwicker: "At this point, I don't think the evidence is sufficient that a single sensor with software can handle situations that humans can." Apparently Tesla's nearly 12B real world miles on FSD and Unsupervised Robotaxi operations in four cities with cameras only isn't enough evidence? This will surely not be the last time this happens Be sure to oppose this ridiculous bill with Tesla at the link below $TSLA

We knew this was going to happen at some point, somewhere. We now have politicians officially trying to dictate what hardware autonomous companies like Tesla need to use (lol) Sen. Andrew Zwicker: "At this point, I don't think the evidence is sufficient that a single sensor with software can handle situations that humans can." Apparently Tesla's nearly 12B real world miles on FSD and Unsupervised Robotaxi operations in four cities with cameras only isn't enough evidence? This will surely not be the last time this happens Be sure to oppose this ridiculous bill with Tesla at the link below $TSLA

300,219 次观看

Welcome to 2026 where > $100B is erased from Tesla's market cap thanks to a CGI video from Boston Dynamics and a demo video of Nvidia's autonomous project Don't forget, Tesla put out a similar demo video of FSD 6 years ago and Tesla's videos of Optimus are actually real $TSLA

Welcome to 2026 where > $100B is erased from Tesla's market cap thanks to a CGI video from Boston Dynamics and a demo video of Nvidia's autonomous project Don't forget, Tesla put out a similar demo video of FSD 6 years ago and Tesla's videos of Optimus are actually real $TSLA

432,295 次观看

Tesla's FSD counter hit 6.5B miles on November 22nd, 2025. It's at 7.18B as of this morning, 48 days later. If we add another ~700M miles every ~50 days, we would need another 150 days (5 months) to hit Elon's guesstimate of 10B miles on FSD required to unlock Unsupervised From this perspective, no one else has even started the race toward generalized autonomy yet $TSLA

Tesla's FSD counter hit 6.5B miles on November 22nd, 2025. It's at 7.18B as of this morning, 48 days later. If we add another ~700M miles every ~50 days, we would need another 150 days (5 months) to hit Elon's guesstimate of 10B miles on FSD required to unlock Unsupervised From this perspective, no one else has even started the race toward generalized autonomy yet $TSLA

180,045 次观看

Elon said Tesla is a month or two away from allowing people to text while the car drives itself and yet 95% of people have no idea this is coming Tell everyone you know Tesla is running good lease deals right now and new vehicles start at $37k before state incentives. If you're going to spend ~$40k on a car and you're not considering a Tesla, you're making a mistake

Elon said Tesla is a month or two away from allowing people to text while the car drives itself and yet 95% of people have no idea this is coming Tell everyone you know Tesla is running good lease deals right now and new vehicles start at $37k before state incentives. If you're going to spend ~$40k on a car and you're not considering a Tesla, you're making a mistake

138,794 次观看

Fired a 76 this morning and LeBron launched a YouTube golf channel. That's a great day 👑⛳️

Fired a 76 this morning and LeBron launched a YouTube golf channel. That's a great day 👑⛳️

13,779 次观看

Tesla's FSD safely gets into the next lane to avoid flying debris from an accident in the oncoming lanes Had those cars been using FSD, that accident would not have happened $TSLA

Tesla's FSD safely gets into the next lane to avoid flying debris from an accident in the oncoming lanes Had those cars been using FSD, that accident would not have happened $TSLA

39,074 次观看

This Tesla soccer drop really was fire. Loving it! Went to buy another hat but it's sold out Ashley however was not loving the juggling in the house 😂 Fun fact about me: I played soccer even longer than I played basketball. Mostly striker/midfield. Lamine Yamal is currently my favorite player. This swag has me feeling like a kid again lol

This Tesla soccer drop really was fire. Loving it! Went to buy another hat but it's sold out Ashley however was not loving the juggling in the house 😂 Fun fact about me: I played soccer even longer than I played basketball. Mostly striker/midfield. Lamine Yamal is currently my favorite player. This swag has me feeling like a kid again lol

24,115 次观看

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