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🤖 30+ Tesla Robotaxis staged at Houston home base before a single unsupervised fare runs. • Austin launched with 13 active units on day 1 • Houston base shows 30+ pre-positioned - more than 2x Austin's opening fleet size • Dallas + Houston both opened unsupervised from day 1,...

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TeslaTracker

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🚨 Tesla Robotaxi fleet jumps to 33 unsupervised! Jeff Lutz 🔋 says Tesla added 7 in one day, and Austin is now running unsupervised at night for the first time. Hiring is also expanding across more cities. Key point: the speed of growth matters more than the total number. $TSLA Note: this was recorded Monday morning, the fleet is already at 36 now.
13:27

🚨 Tesla Robotaxi fleet jumps to 33 unsupervised! Jeff Lutz 🔋 says Tesla added 7 in one day, and Austin is now running unsupervised at night for the first time. Hiring is also expanding across more cities. Key point: the speed of growth matters more than the total number. $TSLA Note: this was recorded Monday morning, the fleet is already at 36 now.

Herbert Ong

32,473 просмотров • 4 месяцев назад

Fleet of Unsupervised Model Y Robotaxis return back to homebase in Houston after a long day of work. They all find a parking spot on their own with accuracy. Robotaxi stickers can be seen on the side of the Red and Black vehicles. We truly live in a world of sentient robot cars. Video is 2x speed, 10x video in thread.
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Fleet of Unsupervised Model Y Robotaxis return back to homebase in Houston after a long day of work. They all find a parking spot on their own with accuracy. Robotaxi stickers can be seen on the side of the Red and Black vehicles. We truly live in a world of sentient robot cars. Video is 2x speed, 10x video in thread.

Aryan Butala

293,503 просмотров • 2 месяцев назад

🚨 Tesla’s Robotaxi rollout in Texas may be about to speed up fast! Brian Wang nextbigfuture and Cern Cern Basher think the unsupervised fleet could grow 10–20x in the next 60 days as more cars switch from supervised to fully driverless. Dallas and Houston are already running without safety monitors, while Austin keeps expanding hours and coverage. At this point, scaling may be more about deployment speed than the software itself. 👀 $TSLA
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🚨 Tesla’s Robotaxi rollout in Texas may be about to speed up fast! Brian Wang nextbigfuture and Cern Cern Basher think the unsupervised fleet could grow 10–20x in the next 60 days as more cars switch from supervised to fully driverless. Dallas and Houston are already running without safety monitors, while Austin keeps expanding hours and coverage. At this point, scaling may be more about deployment speed than the software itself. 👀 $TSLA

Herbert Ong

42,159 просмотров • 4 месяцев назад

All the Cybercabs at the Houston Robotaxi hub are now equipped with gold wheel caps and Robotaxi decals on the front plate. There’s been visible progress every single day. My guess is that removing the steering wheel will be the final step before they officially join the Robotaxi fleet. Tesla Robotaxi $TSLA
0:25

All the Cybercabs at the Houston Robotaxi hub are now equipped with gold wheel caps and Robotaxi decals on the front plate. There’s been visible progress every single day. My guess is that removing the steering wheel will be the final step before they officially join the Robotaxi fleet. Tesla Robotaxi $TSLA

sladoc

281,475 просмотров • 4 месяцев назад

TESLA: Cybercab Fleet Lot, Houston, TX, 8-8-2026 Saturday, August 8th, was a very busy day of Cybercab & Robotaxi testing at Houston's Fleet Lot, as well as the Tesla Hempstead Center. Difficult to count how many Cybercabs were here due to the constant ins and outs of the fleet. If I had to guess, +140. I spotted at least 3 Starlink enabled cabs and multiple with the Starlink indention, ready for a mount. The calibration Cybercab was also in use today as well. If you notice, at one point there was either a shift change or break where employees formed a line and were being handed something from the back of a Model Y. There is a large 37 pic, 3 vid, Subscriber Photo-Thread attached! So sub and check it out. Enjoy!
20:52

TESLA: Cybercab Fleet Lot, Houston, TX, 8-8-2026 Saturday, August 8th, was a very busy day of Cybercab & Robotaxi testing at Houston's Fleet Lot, as well as the Tesla Hempstead Center. Difficult to count how many Cybercabs were here due to the constant ins and outs of the fleet. If I had to guess, +140. I spotted at least 3 Starlink enabled cabs and multiple with the Starlink indention, ready for a mount. The calibration Cybercab was also in use today as well. If you notice, at one point there was either a shift change or break where employees formed a line and were being handed something from the back of a Model Y. There is a large 37 pic, 3 vid, Subscriber Photo-Thread attached! So sub and check it out. Enjoy!

S.E. Robinson, Jr.

21,622 просмотров • 1 месяц назад

🚨 Tesla has expanded its unsupervised Robotaxi service area in Austin again. While the rollout may seem slow, CyberBull$ points out that scaling a Robotaxi network is about more than just adding cars. Tesla still needs to solve edge cases, improve pickups and parking, and build the operational support needed for a large fleet, including charging, cleaning, and maintenance. The good news? The service area is growing, hiring is increasing, and testing is expanding to more cities. It looks like Tesla is focused on getting it right before scaling fast. $TSLA -------------- Cyberbulls E194 The Bulls: Jeff Lutz Jeff Lutz 🔋 Alexandra Merz AleXandra Merz Cern Basher Cern Basher
12:30

🚨 Tesla has expanded its unsupervised Robotaxi service area in Austin again. While the rollout may seem slow, CyberBull$ points out that scaling a Robotaxi network is about more than just adding cars. Tesla still needs to solve edge cases, improve pickups and parking, and build the operational support needed for a large fleet, including charging, cleaning, and maintenance. The good news? The service area is growing, hiring is increasing, and testing is expanding to more cities. It looks like Tesla is focused on getting it right before scaling fast. $TSLA -------------- Cyberbulls E194 The Bulls: Jeff Lutz Jeff Lutz 🔋 Alexandra Merz AleXandra Merz Cern Basher Cern Basher

Herbert Ong

24,514 просмотров • 3 месяцев назад

We Took More Than 40 Rides In A Tesla Robotaxi | Our Initial Thoughts - Episode #22 of The Gigacast ---------------------------------------------------------- 0:00 Introduction to Robotaxi 1:05 Omar's first thoughts about the Tesla Robotaxi launch in Austin 2:45 Sawyer's first thoughts 10:00 The Safety Driver 13:30 Entertainment in the Robotaxi 14:45 The Rideshares App and Differences Between Robotaxi and Standard Model Fleet 19:10 How many Tesla Robotaxis are there today 21:12 Problems with the launch so far 26:00 A moment of optimism for Autonomous Vehicles 29:20 Tesla vs Waymo | The race is here NOW 33:10 How many players will there be in this space Challenges that did with the launch | What Is Uber's Future 45:00 Are we all going to become fat and lazy 46:50 Tesla FSD in New York City 48:15 What is next for Tesla, Robotaxi, Elon Musk, and legacy automakers 1:05:05 Final comments ----------------------------------------------------------
1:09:54

We Took More Than 40 Rides In A Tesla Robotaxi | Our Initial Thoughts - Episode #22 of The Gigacast ---------------------------------------------------------- 0:00 Introduction to Robotaxi 1:05 Omar's first thoughts about the Tesla Robotaxi launch in Austin 2:45 Sawyer's first thoughts 10:00 The Safety Driver 13:30 Entertainment in the Robotaxi 14:45 The Rideshares App and Differences Between Robotaxi and Standard Model Fleet 19:10 How many Tesla Robotaxis are there today 21:12 Problems with the launch so far 26:00 A moment of optimism for Autonomous Vehicles 29:20 Tesla vs Waymo | The race is here NOW 33:10 How many players will there be in this space Challenges that did with the launch | What Is Uber's Future 45:00 Are we all going to become fat and lazy 46:50 Tesla FSD in New York City 48:15 What is next for Tesla, Robotaxi, Elon Musk, and legacy automakers 1:05:05 Final comments ----------------------------------------------------------

Rallies

73,522 просмотров • 1 год назад

Vancouver! I’ll be performing at the Vogue Theatre on February 22nd in the Just for Laughs Festival (Just For Laughs VANCOUVER), and I’d love to see you there. Presale is now live with code KUMAIL. Get your tickets at ✶ 1/17. . . . . . Charlotte ✶ 1/18. . . . . . Durham ✶ 1/19. . . . . . Charleston ✶ 1/30. . . . . . Austin ✶ 1/31. . . . . . .Austin ✶ 2/01. . . . . . Houston ✶ 2/02. . . . . .Dallas ✶ 2/07. . . . . .Detroit ✶ 2/08. . . . . Toronto ✶ 2/21. . . . . .Oakland ✶ 2/22. . . . . Vancouver ✶ 3/6. . . . . . .Madison ✶ 3/7. . . . . . .Madison ✶ 3/8. . . . . . .Minneapolis ✶ 3/13. . . . . .New York City ✶ 3/15. . . . . .Chicago
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Vancouver! I’ll be performing at the Vogue Theatre on February 22nd in the Just for Laughs Festival (Just For Laughs VANCOUVER), and I’d love to see you there. Presale is now live with code KUMAIL. Get your tickets at ✶ 1/17. . . . . . Charlotte ✶ 1/18. . . . . . Durham ✶ 1/19. . . . . . Charleston ✶ 1/30. . . . . . Austin ✶ 1/31. . . . . . .Austin ✶ 2/01. . . . . . Houston ✶ 2/02. . . . . .Dallas ✶ 2/07. . . . . .Detroit ✶ 2/08. . . . . Toronto ✶ 2/21. . . . . .Oakland ✶ 2/22. . . . . Vancouver ✶ 3/6. . . . . . .Madison ✶ 3/7. . . . . . .Madison ✶ 3/8. . . . . . .Minneapolis ✶ 3/13. . . . . .New York City ✶ 3/15. . . . . .Chicago

Kumail Nanjiani

45,647 просмотров • 1 год назад

🚨 Tesla's Cybercab fleet is growing fast! Jeff Lutz 🔋 highlights that a record 102 Cybercabs were spotted at Giga Texas, while Robotaxi hubs continue to fill up across the country, including 50 in Dallas and 31 in Houston. What's interesting is that Cybercabs are no longer showing up in just one place. They're now being spotted in multiple cities as Tesla expands testing and prepares for larger-scale operations. The numbers are still small compared to Tesla's long-term goals, but the trend is clear: dozens are becoming hundreds. $TSLA
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🚨 Tesla's Cybercab fleet is growing fast! Jeff Lutz 🔋 highlights that a record 102 Cybercabs were spotted at Giga Texas, while Robotaxi hubs continue to fill up across the country, including 50 in Dallas and 31 in Houston. What's interesting is that Cybercabs are no longer showing up in just one place. They're now being spotted in multiple cities as Tesla expands testing and prepares for larger-scale operations. The numbers are still small compared to Tesla's long-term goals, but the trend is clear: dozens are becoming hundreds. $TSLA

Herbert Ong

25,540 просмотров • 3 месяцев назад

This may be the longest reverse I have seen Tesla FSD do for me. I was dropping a passenger off at a "local motel", all the way in the back where there is a big fence separating the motel from an industrial junkyard and no easy way to get back out. Tesla FSD v14.2.2 did an amazingly long reverse, all the way through the front gate and then turn around to get on our way to the next passenger. Every day there seems to be something new from Tesla FSD that I see while doing Uber in Houston that just amazes me.
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This may be the longest reverse I have seen Tesla FSD do for me. I was dropping a passenger off at a "local motel", all the way in the back where there is a big fence separating the motel from an industrial junkyard and no easy way to get back out. Tesla FSD v14.2.2 did an amazingly long reverse, all the way through the front gate and then turn around to get on our way to the next passenger. Every day there seems to be something new from Tesla FSD that I see while doing Uber in Houston that just amazes me.

JC Christopher

19,579 просмотров • 9 месяцев назад

🚨 Tesla had a ridiculously busy week, and Robotaxi was probably the biggest story! Tesla crossed 1 million unsupervised Robotaxi miles, up from just 380K at the Q2 call, with roughly 200 vehicles now running across six U.S. cities. Cybercab pricing in Austin is already getting interesting too, with some rides coming in cheaper than Model Y Robotaxis and well below Uber. But it wasn’t all good news. An NHTSA audit around Cybercab certification helped knock $TSLA down about 6%. Meanwhile, Slovenia approved FSD, Europe has a bigger vote coming Oct. 6, Tesla is pushing quarter-end incentives in China, and there are fresh Optimus supply-chain rumors floating around. Robotaxi is scaling. FSD is expanding. Regulators are watching. And Tesla definitely isn’t giving investors a quiet September. 🔥
22:34

🚨 Tesla had a ridiculously busy week, and Robotaxi was probably the biggest story! Tesla crossed 1 million unsupervised Robotaxi miles, up from just 380K at the Q2 call, with roughly 200 vehicles now running across six U.S. cities. Cybercab pricing in Austin is already getting interesting too, with some rides coming in cheaper than Model Y Robotaxis and well below Uber. But it wasn’t all good news. An NHTSA audit around Cybercab certification helped knock $TSLA down about 6%. Meanwhile, Slovenia approved FSD, Europe has a bigger vote coming Oct. 6, Tesla is pushing quarter-end incentives in China, and there are fresh Optimus supply-chain rumors floating around. Robotaxi is scaling. FSD is expanding. Regulators are watching. And Tesla definitely isn’t giving investors a quiet September. 🔥

Herbert Ong

20,186 просмотров • 15 дней назад

No steering wheel. No pedals. No Driver. Just tap Start Ride. This is a full Tesla Cybercab drive in Austin — Tesla’s purpose-built two-seater robotaxi with no manual controls. No walkaround. Just the ride. Once both people are in, the butterfly doors close, you hit Start Ride on the 21-inch screen, and the car takes over. Early rides keep landing on the same thing: quiet, soft, and almost boring. It pulls away smoothly, handles speed bumps without drama, and mostly disappears into the background. Which is exactly what you want from a driverless taxi. The cabin feels more like a lounge than a car. The bench slides and reclines, the legroom is bigger than the body looks, and the whole trip runs off that center screen plus climate and seat controls. Starlink is built in for video, games, and entertainment while the car handles the road. Cybercab is Tesla’s first vehicle designed only for unsupervised autonomy. Model Y robotaxis already carried paying riders. This is the car built around that software. Elon Musk Tesla Robotaxi Tesla AI Eric Ashok Elluswamy Video shot on Insta360 Luna Ultra
23:41

No steering wheel. No pedals. No Driver. Just tap Start Ride. This is a full Tesla Cybercab drive in Austin — Tesla’s purpose-built two-seater robotaxi with no manual controls. No walkaround. Just the ride. Once both people are in, the butterfly doors close, you hit Start Ride on the 21-inch screen, and the car takes over. Early rides keep landing on the same thing: quiet, soft, and almost boring. It pulls away smoothly, handles speed bumps without drama, and mostly disappears into the background. Which is exactly what you want from a driverless taxi. The cabin feels more like a lounge than a car. The bench slides and reclines, the legroom is bigger than the body looks, and the whole trip runs off that center screen plus climate and seat controls. Starlink is built in for video, games, and entertainment while the car handles the road. Cybercab is Tesla’s first vehicle designed only for unsupervised autonomy. Model Y robotaxis already carried paying riders. This is the car built around that software. Elon Musk Tesla Robotaxi Tesla AI Eric Ashok Elluswamy Video shot on Insta360 Luna Ultra

Tesla Owners Silicon Valley

23,396 просмотров • 22 дней назад

Biggest warning I’ll give Tesla shorts right now. This time, you’re probably not going to get fucked by some classic short squeeze. You’re going to get fucked by being wrong about what Tesla becomes next. Look at the latest short-interest tape. As of the Aug 14 settlement: • 69,196,896 $TSLA shares short • ~2.2% of the float • 2.15 days to cover • ~$23.7 BILLION worth of stock short And the important part is that… Short interest peaked at 79.1M shares on June 30. So roughly 12.5% of those shorts had already been covered by August 14. So no… I’m NOT sitting here telling you that shorts are trapped. That’s not my thesis. My thesis is actually much more dangerous for a long-term Tesla short. What if they’re simply wrong? Wrong about autonomy. Wrong about Robotaxi. Wrong about Cybercab. And ultimately wrong about what Tesla’s earnings power could look like if this scales. Bc I’ve now watched this story go from something people laughed at… to something I personally rode in. My first Tesla Robotaxi ride in Austin was on launch day, June 22, 2025. Then I came back for the Cybercab launch on September 3, 2026. And it changed the way I look at Tesla. Cybercab isn’t something with Elon standing on a stage telling you what might happen five years from now. You can literally hail one. Pay for a ride. Get inside. There’s no steering wheel. No accelerator. No brake pedal. And it takes paying passengers through real Austin streets. Tesla itself now describes Cybercab as a fully autonomous, purpose-built two-seater in its Robotaxi fleet. That matters... Bc Tesla is no longer trying to prove that Robotaxi can exist bc it does exist. The next question is whether Tesla can scale it safely, economically and fast enough. And THAT is where I think shorts are massively underestimating the company. As of the latest Texas registry data, Tesla has 437 authorized vehicles in Texas - 388 Model Ys/49 Cybercabs It shows how quickly the fleet Tesla is preparing for commercial autonomy is growing. Now zoom out a bit. Tesla already lists more than 125,000 units of installed annual Cybercab manufacturing capacity in Texas. This is INSTALLED capacity. And Tesla calls Cybercab the “workhorse” of its Robotaxi fleet. Tesla spent most of its history making $ by building a vehicle and selling it once. Robotaxi opens a completely different model. Build the vehicle once. Then potentially monetize that same asset again. and again. and again. every time somebody takes a ride. Instead of only asking: “How many cars can Tesla sell this quarter?” You start asking: “How many autonomous miles can Tesla sell every day?” That is a MASSIVE change in the business model. And Cybercab is built specifically for that job. Not around a driver. Around the rider. If Tesla can bring those pieces together at scale, it has the potential to build a transportation network where the machine itself replaces THE largest costs in traditional ride-hailing: the human driver. Then there’s the flywheel. More Cybercabs. More geographic coverage. Shorter wait times. More rides. Higher fleet utilization. More recurring revenue. More capital to deploy even more vehicles. Tesla itself has told investors it expects hardware profits over time to be joined by accelerating AI, software and fleet-based profits. Does Tesla still have to execute? Absolutely. Regulation matters. Safety matters. Utilization matters. Manufacturing ramp matters. The economics have to work at scale. Those are legitimate risks, and anyone pretending otherwise isn’t being serious. But the serious Tesla short thesis can’t just be: “Elon promised autonomy before.” An actual bear now has to explain why a steering-wheel-free vehicle that is already carrying paying passengers won’t scale into a meaningful business. Tesla shorts are still betting against a car company, but I bet Cybercab is about to prove they’re shorting a transportation network.
0:35

Biggest warning I’ll give Tesla shorts right now. This time, you’re probably not going to get fucked by some classic short squeeze. You’re going to get fucked by being wrong about what Tesla becomes next. Look at the latest short-interest tape. As of the Aug 14 settlement: • 69,196,896 $TSLA shares short • ~2.2% of the float • 2.15 days to cover • ~$23.7 BILLION worth of stock short And the important part is that… Short interest peaked at 79.1M shares on June 30. So roughly 12.5% of those shorts had already been covered by August 14. So no… I’m NOT sitting here telling you that shorts are trapped. That’s not my thesis. My thesis is actually much more dangerous for a long-term Tesla short. What if they’re simply wrong? Wrong about autonomy. Wrong about Robotaxi. Wrong about Cybercab. And ultimately wrong about what Tesla’s earnings power could look like if this scales. Bc I’ve now watched this story go from something people laughed at… to something I personally rode in. My first Tesla Robotaxi ride in Austin was on launch day, June 22, 2025. Then I came back for the Cybercab launch on September 3, 2026. And it changed the way I look at Tesla. Cybercab isn’t something with Elon standing on a stage telling you what might happen five years from now. You can literally hail one. Pay for a ride. Get inside. There’s no steering wheel. No accelerator. No brake pedal. And it takes paying passengers through real Austin streets. Tesla itself now describes Cybercab as a fully autonomous, purpose-built two-seater in its Robotaxi fleet. That matters... Bc Tesla is no longer trying to prove that Robotaxi can exist bc it does exist. The next question is whether Tesla can scale it safely, economically and fast enough. And THAT is where I think shorts are massively underestimating the company. As of the latest Texas registry data, Tesla has 437 authorized vehicles in Texas - 388 Model Ys/49 Cybercabs It shows how quickly the fleet Tesla is preparing for commercial autonomy is growing. Now zoom out a bit. Tesla already lists more than 125,000 units of installed annual Cybercab manufacturing capacity in Texas. This is INSTALLED capacity. And Tesla calls Cybercab the “workhorse” of its Robotaxi fleet. Tesla spent most of its history making $ by building a vehicle and selling it once. Robotaxi opens a completely different model. Build the vehicle once. Then potentially monetize that same asset again. and again. and again. every time somebody takes a ride. Instead of only asking: “How many cars can Tesla sell this quarter?” You start asking: “How many autonomous miles can Tesla sell every day?” That is a MASSIVE change in the business model. And Cybercab is built specifically for that job. Not around a driver. Around the rider. If Tesla can bring those pieces together at scale, it has the potential to build a transportation network where the machine itself replaces THE largest costs in traditional ride-hailing: the human driver. Then there’s the flywheel. More Cybercabs. More geographic coverage. Shorter wait times. More rides. Higher fleet utilization. More recurring revenue. More capital to deploy even more vehicles. Tesla itself has told investors it expects hardware profits over time to be joined by accelerating AI, software and fleet-based profits. Does Tesla still have to execute? Absolutely. Regulation matters. Safety matters. Utilization matters. Manufacturing ramp matters. The economics have to work at scale. Those are legitimate risks, and anyone pretending otherwise isn’t being serious. But the serious Tesla short thesis can’t just be: “Elon promised autonomy before.” An actual bear now has to explain why a steering-wheel-free vehicle that is already carrying paying passengers won’t scale into a meaningful business. Tesla shorts are still betting against a car company, but I bet Cybercab is about to prove they’re shorting a transportation network.

Teslaconomics

34,223 просмотров • 18 дней назад

🚀🧠 EPISODE 28 IS HERE! Just dropped the full video breakdown of Tesla’s Q1 2026 earnings call — and it’s WILD. $25 BILLION+ in CapEx, Optimus confirmed as “probably the biggest product ever,” unsupervised Robotaxi already live in Dallas & Houston with ZERO incidents, AI5 chip Elon called the best edge inference chip on the planet, and what all of this means for Neuralink cyborgs like me. Elon’s quotes hit different when you’re the 3rd person with a brain chip and ALS. Mind-controlled Optimus bots? Thought-summoned robotaxis? Amazing Abundance is loading… Watch the full episode right here 👇 (video uploading now) Full YouTube version dropping in my first reply — go subscribe Bradford G Smith (Brad) if you haven’t already! What blew YOUR mind the most from the call? Drop it below 👇 Tesla Elon Musk Neuralink
12:40

🚀🧠 EPISODE 28 IS HERE! Just dropped the full video breakdown of Tesla’s Q1 2026 earnings call — and it’s WILD. $25 BILLION+ in CapEx, Optimus confirmed as “probably the biggest product ever,” unsupervised Robotaxi already live in Dallas & Houston with ZERO incidents, AI5 chip Elon called the best edge inference chip on the planet, and what all of this means for Neuralink cyborgs like me. Elon’s quotes hit different when you’re the 3rd person with a brain chip and ALS. Mind-controlled Optimus bots? Thought-summoned robotaxis? Amazing Abundance is loading… Watch the full episode right here 👇 (video uploading now) Full YouTube version dropping in my first reply — go subscribe Bradford G Smith (Brad) if you haven’t already! What blew YOUR mind the most from the call? Drop it below 👇 Tesla Elon Musk Neuralink

Bradford G Smith (Brad)

14,668 просмотров • 4 месяцев назад

🇺🇸 Tesla has published new safety data for FSD Supervised, and the methodology is worth a look as much as the numbers. FSD has now covered over 12.6 billion miles, with nearly 4.9 billion of those driven in cities, where the hazards are densest. With FSD engaged, Tesla reports 7 times fewer major collisions, 7 times fewer minor collisions, and 5 times fewer off-highway collisions. What makes that interesting is how strictly the company counts against itself. If FSD was active at any point in the 5 seconds before a crash, it goes down as an FSD collision. That includes cases where the driver grabbed the wheel back or the system handed control over right before impact. Tesla also assigns no fault at all. If another car runs a red light and hits a Tesla on FSD, it still counts against FSD. Collisions are defined by federal standard rather than company preference, using airbag deployment for major crashes and a velocity change of 8 km/h within 150 milliseconds for minor ones. The data pipeline behind it is enormous. In one quarter alone, Tesla pulled 2.5 billion telemetry packages from the fleet. Most safety claims in this industry rest on a company's word. This one rests on a fleet that reports on itself, including when it fails. Source: Tesla / Writer: Julie
4:11

🇺🇸 Tesla has published new safety data for FSD Supervised, and the methodology is worth a look as much as the numbers. FSD has now covered over 12.6 billion miles, with nearly 4.9 billion of those driven in cities, where the hazards are densest. With FSD engaged, Tesla reports 7 times fewer major collisions, 7 times fewer minor collisions, and 5 times fewer off-highway collisions. What makes that interesting is how strictly the company counts against itself. If FSD was active at any point in the 5 seconds before a crash, it goes down as an FSD collision. That includes cases where the driver grabbed the wheel back or the system handed control over right before impact. Tesla also assigns no fault at all. If another car runs a red light and hits a Tesla on FSD, it still counts against FSD. Collisions are defined by federal standard rather than company preference, using airbag deployment for major crashes and a velocity change of 8 km/h within 150 milliseconds for minor ones. The data pipeline behind it is enormous. In one quarter alone, Tesla pulled 2.5 billion telemetry packages from the fleet. Most safety claims in this industry rest on a company's word. This one rests on a fleet that reports on itself, including when it fails. Source: Tesla / Writer: Julie

Mario Nawfal

51,257 просмотров • 2 месяцев назад

🚨SPACEX WILL CRASH JUST LIKE TESLA DID IN 2010 The exact same setup played out 16 years ago. Rewind to 2010. Tesla goes public at $1.13. Pumps to $2.03 in days. The timeline floods with the same takes: "Elon is building the future." "This is a generational entry." "You will regret missing this." Then reality showed up. Tesla bled almost 50% in one week. $2.03 → $1.00 Retail got flushed before the real run even started. Fast forward to now. 2026: – SpaceX just printed the biggest IPO in market history – +30% from the IPO price on day one – $1.75T valuation out the gate – Retail access unlocked at the very last second – Everyone is already calling it "the next Tesla" But the setup is nothing alike. Tesla 2010 launched into: - A beaten down market - Low expectations - Small cap valuation - Zero hype tax SpaceX 2026 is launching into: - The most overvalued market on record - Peak retail euphoria - A $1.75T price tag before a single earnings report - Every fund already positioned That is not the same trade. That is the exit liquidity version of it. People hear Tesla 2010 and only remember the pump. Tesla pumped first. Then it destroyed everyone who chased it. That part always gets removed from the screenshot. Now SpaceX has the same Elon premium and the same future narrative, but much worse timing. So you have two choices: Chase the most expensive IPO in history after a +30% launch candle. Or learn from what Tesla already did. Reminder: I called Bitcoin at $16K, the top at $126K, and gold before it ran. Eight years of calls, all public. When I exit this market, I post it here first. Every move goes here too. Turn notifications on. You will understand why later.
0:20

🚨SPACEX WILL CRASH JUST LIKE TESLA DID IN 2010 The exact same setup played out 16 years ago. Rewind to 2010. Tesla goes public at $1.13. Pumps to $2.03 in days. The timeline floods with the same takes: "Elon is building the future." "This is a generational entry." "You will regret missing this." Then reality showed up. Tesla bled almost 50% in one week. $2.03 → $1.00 Retail got flushed before the real run even started. Fast forward to now. 2026: – SpaceX just printed the biggest IPO in market history – +30% from the IPO price on day one – $1.75T valuation out the gate – Retail access unlocked at the very last second – Everyone is already calling it "the next Tesla" But the setup is nothing alike. Tesla 2010 launched into: - A beaten down market - Low expectations - Small cap valuation - Zero hype tax SpaceX 2026 is launching into: - The most overvalued market on record - Peak retail euphoria - A $1.75T price tag before a single earnings report - Every fund already positioned That is not the same trade. That is the exit liquidity version of it. People hear Tesla 2010 and only remember the pump. Tesla pumped first. Then it destroyed everyone who chased it. That part always gets removed from the screenshot. Now SpaceX has the same Elon premium and the same future narrative, but much worse timing. So you have two choices: Chase the most expensive IPO in history after a +30% launch candle. Or learn from what Tesla already did. Reminder: I called Bitcoin at $16K, the top at $126K, and gold before it ran. Eight years of calls, all public. When I exit this market, I post it here first. Every move goes here too. Turn notifications on. You will understand why later.

winkle.

191,834 просмотров • 3 месяцев назад

1 Year Anniversary of Tesla Tesla Robotaxi Launch ... Reliving that 1st day! One year ago a small group or people including me received an invitation from Tesla_AI to be among the first to participate in the launch of the Tesla Robotaxi service. The launch took place in Austin Texas on 22 June 2025 and was punctuated by a lot of excitement, some uncertainty or what to expect, waiting for the app to download and then hailing the first ride as the small group of participants faced out in the initial service area and waited for their Robotaxi to arrive! For this initial launch, Tesla used Model Y's with the "Robotaxi" logos on the doors and rear hatch and had supervisors in the passenger seat but the cars all drove autonomously and did exceptionally well. We had all kinds of media trailing behind trying to get images, interviews or any information about our experiences, and this made for a surreal day, almost like paparazzi chasing after high-profile celebrities. Over the next year, the Robotaxi service would slowly scale to new cities, initially Austin and the San Fransisco areas, and then later to Houston and Dallas while preparations for several more cities were underway. The fleet did scale up but slowly, going through several revisions and updates of the autonomous software, becoming fully unsupervised and the fleet management aspects of the Robotaxi service were further developed. Regulatory permits and filings also took place to position the Robotaxi service for what we all hope will be large-scale expansion including the addition of the new Cybercabs, which are now in limited production and are testing multiple locations around the US. What will year 2 be like for Robotaxi? All indications are a very big year, but ultimately, Tesla needs to demonstrate they can execute on their plans, preparations and Cybercab production. I'm very hopeful they will be able to do so starting very soon! JC Christopher Doug 📐 JUSTIN ROTH Tesla Welt - german Podcast about Tesla Kalena Brown Chuck Cook Herbert Ong Tesla Owners Silicon Valley Ashok Elluswamy
3:45

1 Year Anniversary of Tesla Tesla Robotaxi Launch ... Reliving that 1st day! One year ago a small group or people including me received an invitation from Tesla_AI to be among the first to participate in the launch of the Tesla Robotaxi service. The launch took place in Austin Texas on 22 June 2025 and was punctuated by a lot of excitement, some uncertainty or what to expect, waiting for the app to download and then hailing the first ride as the small group of participants faced out in the initial service area and waited for their Robotaxi to arrive! For this initial launch, Tesla used Model Y's with the "Robotaxi" logos on the doors and rear hatch and had supervisors in the passenger seat but the cars all drove autonomously and did exceptionally well. We had all kinds of media trailing behind trying to get images, interviews or any information about our experiences, and this made for a surreal day, almost like paparazzi chasing after high-profile celebrities. Over the next year, the Robotaxi service would slowly scale to new cities, initially Austin and the San Fransisco areas, and then later to Houston and Dallas while preparations for several more cities were underway. The fleet did scale up but slowly, going through several revisions and updates of the autonomous software, becoming fully unsupervised and the fleet management aspects of the Robotaxi service were further developed. Regulatory permits and filings also took place to position the Robotaxi service for what we all hope will be large-scale expansion including the addition of the new Cybercabs, which are now in limited production and are testing multiple locations around the US. What will year 2 be like for Robotaxi? All indications are a very big year, but ultimately, Tesla needs to demonstrate they can execute on their plans, preparations and Cybercab production. I'm very hopeful they will be able to do so starting very soon! JC Christopher Doug 📐 JUSTIN ROTH Tesla Welt - german Podcast about Tesla Kalena Brown Chuck Cook Herbert Ong Tesla Owners Silicon Valley Ashok Elluswamy

Joe Tegtmeyer 🚀 🤠🛸😎

14,649 просмотров • 3 месяцев назад

Elon explained on Tesla’s latest Q2 earnings call why Starlink integration in Teslas is so important. “Starlink will be integrated into all our car vehicles, at least for markets that Starlink is active.” It will start with the Cybercab and is expected to expand across the Tesla fleet. It’s important for Robotaxis to have reliable coverage everywhere, they shouldn’t ever enter cellular dead zones, especially in places like Silicon Valley for example. Meanwhile, I’m driving to Yosemite in my Cybertruck right now while FSD handles the entire drive and Starlink beams internet to me directly from space. • 123 Mbps down • 25 Mbps up • 42 ms latency 1/ Tesla builds the vehicle. 2/ FSD drives it. 3/ Starlink keeps it connected. A global autonomous fleet needs a reliable, always-connected backbone… and Starlink is the answer.
0:46

Elon explained on Tesla’s latest Q2 earnings call why Starlink integration in Teslas is so important. “Starlink will be integrated into all our car vehicles, at least for markets that Starlink is active.” It will start with the Cybercab and is expected to expand across the Tesla fleet. It’s important for Robotaxis to have reliable coverage everywhere, they shouldn’t ever enter cellular dead zones, especially in places like Silicon Valley for example. Meanwhile, I’m driving to Yosemite in my Cybertruck right now while FSD handles the entire drive and Starlink beams internet to me directly from space. • 123 Mbps down • 25 Mbps up • 42 ms latency 1/ Tesla builds the vehicle. 2/ FSD drives it. 3/ Starlink keeps it connected. A global autonomous fleet needs a reliable, always-connected backbone… and Starlink is the answer.

Teslaconomics

55,874 просмотров • 2 месяцев назад