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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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🚨 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.
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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.

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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
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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
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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

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🚨 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

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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 ----------------------------------------------------------
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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
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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.

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Houston, Texas—once a proud symbol of American strength, now a cautionary tale of unchecked demographic shifts and creeping Islamization. The Islamic Society of Greater Houston (ISGH), an organization that wields immense influence over the region’s Muslim population, operates over 20 mosques across the city. And that’s just ONE Islamic organization. Here are the ISGH-Controlled Mosques in the Houston Area: North Zone (Houston, TX Area) Masjid Bilal – Houston, TX Masjid Al-Salam – Spring, TX Cypress Islamic Center – Cypress, TX Masjid al-Ansaar – Conroe, TX Mason Road Community Center – Cypress, TX Northwest Zone (Houston, TX Area) Masjid Al-Mustafa – Houston, TX Spring Branch Islamic Center – Houston, TX Masjid Aqsa – Katy, TX South Zone (Houston, TX Area) Masjid Al-Sabireen – Stafford, TX Al-Ma'adah Musalla – Houston, TX Riverstone Musalla – Missouri City, TX Masjid Ayesha – Missouri City, TX Southeast Zone (Houston, TX Area) Masjid Abu-Bakr – Houston, TX Pearland Islamic Center – Pearland, TX Northshore Musalla – Houston, TX Baytown Islamic Center – Baytown, TX Alvin Musalla – Alvin, TX Southwest Zone (Houston, TX Area) Eastside Main Center (River Oaks Islamic Center) – Houston, TX Masjid Maryam – Sugar Land, TX Masjid At-Taqwa – Sugar Land, TX Masjid Hamza – Houston, TX Wilcrest Musalla – Houston, TX Harvest Green Aliana Musalla – Richmond, TX ISGH: An Organization of Control, Not Just Religion This is not mere religious presence—it’s an infrastructure of power and influence. The ISGH doesn’t just run mosques; it controls an entire network stretching into politics, legal systems, and society at large. The ISGH Constitution and Bylaws: A Call for Islamic Domination? A look at the "Constitution and Bylaws" of the ISGH itself reveals some troubling goals. According to its own governing documents, the organization states that it exists to: Engage in the propagation of Islam Ensure obedience to Allah Follow the traditions of Muhammad But which traditions are they enforcing? Are they talking about: Waging war against non-Muslims? Legalized polygamy? Child brides and forced marriages? Conquering non-Islamic land Killing apostates The ISGH openly states that it has a Fatwa Council operating within its structure. But what is a fatwa? It is a legal ruling based on Islamic law—Sharia. But wait—didn’t Governor Greg Abbott explicitly declare that Sharia has NO place in Texas? Why do I know this information and our politicians do not? And yet, here we are: over 20 mosques under ISGH control, operating a "Fatwa Council" that hands down legal decisions based on Sharia (Islamic law) How is this being allowed? For a visual of just how deep ISGH’s influence runs, look no further than Maryam Islamic Center, the largest mosque in the Houston metro area, located in Sugar Land, Texas. It is controlled by the ISGH. This massive structure, built with millions in funding, stands as a monument to the growing dominance of Islam in Texas. This is what’s happening in America’s fourth-largest city. This is just one Islamic organization operating unchecked. If ISGH has already embedded itself into Houston’s institutions, how many more organizations like this are out there? The question isn't if Islamization is happening in America. The question is: How far will it go before Texans wake up?

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🚀🧠 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)

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🇺🇸 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

50,915 Aufrufe • vor 9 Tagen

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🚨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 Aufrufe • vor 1 Monat

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 🚀 🤠🛸😎

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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

55,464 Aufrufe • vor 5 Tagen

TESLA OPENS ROBOTAXI APP WORLDWIDE AS DRIVERLESS ERA ACCELERATES Tesla has taken its next giant step toward a global autonomous future. The company expanded access to its Robotaxi app beyond North America, allowing users across Japan, Thailand, Hong Kong, South Korea, Australia, Taiwan, Macau, New Zealand, and Mexico to download the platform for the first time. Robotaxi, Tesla’s ride-hailing service powered by its Full Self-Driving technology, is already running pilot programs in Texas, California, and Arizona, with Miami, Houston, Las Vegas, Phoenix, and Dallas next in line. The vehicles have already logged over 550,000 autonomous miles, most from the Bay Area and Austin, and now Tesla is aiming to prove it can scale the system globally. Tesla’s focus is twofold: rapid expansion and full autonomy. The company is working to remove in car safety monitors, using new in cabin data systems to support passengers remotely instead of relying on human supervisors. If successful, Tesla will unlock a new transportation model where rides summon themselves and cars earn income while their owners sleep. The age of human drivers is ending, and Tesla’s Robotaxi network is steering the world straight into it. Source: TESLARATI Tesla
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TESLA OPENS ROBOTAXI APP WORLDWIDE AS DRIVERLESS ERA ACCELERATES Tesla has taken its next giant step toward a global autonomous future. The company expanded access to its Robotaxi app beyond North America, allowing users across Japan, Thailand, Hong Kong, South Korea, Australia, Taiwan, Macau, New Zealand, and Mexico to download the platform for the first time. Robotaxi, Tesla’s ride-hailing service powered by its Full Self-Driving technology, is already running pilot programs in Texas, California, and Arizona, with Miami, Houston, Las Vegas, Phoenix, and Dallas next in line. The vehicles have already logged over 550,000 autonomous miles, most from the Bay Area and Austin, and now Tesla is aiming to prove it can scale the system globally. Tesla’s focus is twofold: rapid expansion and full autonomy. The company is working to remove in car safety monitors, using new in cabin data systems to support passengers remotely instead of relying on human supervisors. If successful, Tesla will unlock a new transportation model where rides summon themselves and cars earn income while their owners sleep. The age of human drivers is ending, and Tesla’s Robotaxi network is steering the world straight into it. Source: TESLARATI Tesla

Mario Nawfal

15,080 Aufrufe • vor 7 Monaten

.Houston Baseball ‘26 SS/RHP Alexander Jendras (Trinity Pawling, NY) No. 2 SS in NY | No. 95 SS in USA 🇺🇸 Tooled-up and muscular athlete at 6-1, 195 is creating real buzz throughout the Northeast. EV up to 104.2 MPH with 82 MPH bat speed. Steady defender with arm strength up to 95 across (Metro Scout Day.) Runs a 6.70 60YD. #MLKProDay26 | Ascent Athlete Prep Baseball New York | Alexander jendras
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.Houston Baseball ‘26 SS/RHP Alexander Jendras (Trinity Pawling, NY) No. 2 SS in NY | No. 95 SS in USA 🇺🇸 Tooled-up and muscular athlete at 6-1, 195 is creating real buzz throughout the Northeast. EV up to 104.2 MPH with 82 MPH bat speed. Steady defender with arm strength up to 95 across (Metro Scout Day.) Runs a 6.70 60YD. #MLKProDay26 | Ascent Athlete Prep Baseball New York | Alexander jendras

Chris Dryll

10,841 Aufrufe • vor 6 Monaten

This might be the most insane battle in tech history. And everyone's watching the wrong thing. Waymo just raised $15 billion at a $100 BILLION valuation. That's a 122% jump in 14 months. Meanwhile, Tesla started testing truly driverless robotaxis in Austin last week. But here's what nobody's saying out loud: This war was already decided. And Waymo won. The market just told us exactly how much real autonomy is worth versus promises. Tesla's entire $1.5 trillion valuation assumes robotaxis will generate trillions in revenue. Waymo's actual working robotaxis doing 450,000 weekly paid rides across five cities are worth $100 billion. That's the gap between fantasy and reality priced in real money. And it gets crazier when you look at what's actually happening on the ground. Waymo crossed 127 million fully autonomous miles. Zero humans in the car. Ever. They went from testing to fully autonomous in Dallas and Houston in six months. The "can't scale" argument just died in Texas. Meanwhile Tesla just removed the safety driver from 30 cars in Austin. After six months of supervised testing. With seven reported crashes to NHTSA. Elon claimed they'd have 500 robotaxis in Austin by end of 2025. They have 29. Deutsche Bank predicted 1,500 across Austin and San Francisco. But they're nowhere close. The real story isn't the numbers. It's the business model everyone missed. For years, Tesla bulls said Waymo's approach was too expensive to scale. Lidar costs tens of thousands. HD mapping takes forever. Remote monitoring eats margins. Tesla's vision-only system costs $400 per car. Waymo's sensor suite costs $12,700. Simple math says Tesla wins, right? Wrong. Because they're not selling the same product. Tesla is selling supervised driver assistance to consumers who pay $99/month and still have to watch the road. Waymo is selling fully autonomous rides to passengers who literally sleep in the back seat. Those are completely different businesses with completely different economics. And the market just valued the difference at $100 billion. Here's the part that destroys the Tesla narrative: Waymo's cost per vehicle is dropping faster than anyone predicted. Their 6th generation system coming in the new Zeekr van will cost under $20,000. Getting competitive with Tesla's hardware while maintaining full autonomy. Meanwhile Tesla's FSD has been "months away" from unsupervised operation for five years straight. The technical gap is widening and NOT closing. Waymo just launched freeway operations across San Francisco, Phoenix, and LA. They're expanding to 12 new U.S. cities in 2026 plus London and Tokyo. That's the opposite of "can't scale." Tesla can't even get a California permit to test without a safety driver. But wait, there's more... Waymo's safety data makes Tesla look reckless. 88% reduction in property damage claims compared to humans. 92% reduction in bodily injury claims. Those numbers come from Swiss Re, not Waymo's marketing team. Tesla's response? "Trust us, it's safer than humans." No comprehensive data. No third-party verification. Meanwhile actual insurance companies are pricing the difference. Everyone's debating cameras versus lidar. That's like arguing about gasoline versus diesel when one company has working cars and the other has prototypes. The real question is: who understood the path to market first? Waymo spent 15 years building a system that actually works. Incremental progress. Conservative timelines. Real safety validation. They're boring. They're slow. They're methodical. And they won. Tesla promised magic. Flashy demos. Aggressive timelines. Revolutionary technology. They're exciting. They're fast. They're bold. And they're stuck in supervised mode with 29 cars. Here's what happens next: Waymo takes this $15 billion and floods the market. 100,000 vehicles. At current utilization rates, that's 10% of the entire U.S. ride-hailing market. They become the default autonomous option in every major city by 2027. Tesla either admits FSD Supervised isn't ready for full autonomy, or they keep testing with 30 cars and hoping for a breakthrough. The market has spoken. Real autonomy with expensive sensors beats cheap cameras that need human supervision. Not because the technology is better. Because the business model actually works. You can't scale "almost autonomous." You scale fully autonomous or you stay a driver assistance feature forever. Waymo chose the hard path and won. Tesla chose the impossible path and got stuck. The $100 billion valuation is the market pricing that difference. This was never about who has better AI. It was about who understood the economics of autonomy first. And Waymo just proved they did.
1:00

This might be the most insane battle in tech history. And everyone's watching the wrong thing. Waymo just raised $15 billion at a $100 BILLION valuation. That's a 122% jump in 14 months. Meanwhile, Tesla started testing truly driverless robotaxis in Austin last week. But here's what nobody's saying out loud: This war was already decided. And Waymo won. The market just told us exactly how much real autonomy is worth versus promises. Tesla's entire $1.5 trillion valuation assumes robotaxis will generate trillions in revenue. Waymo's actual working robotaxis doing 450,000 weekly paid rides across five cities are worth $100 billion. That's the gap between fantasy and reality priced in real money. And it gets crazier when you look at what's actually happening on the ground. Waymo crossed 127 million fully autonomous miles. Zero humans in the car. Ever. They went from testing to fully autonomous in Dallas and Houston in six months. The "can't scale" argument just died in Texas. Meanwhile Tesla just removed the safety driver from 30 cars in Austin. After six months of supervised testing. With seven reported crashes to NHTSA. Elon claimed they'd have 500 robotaxis in Austin by end of 2025. They have 29. Deutsche Bank predicted 1,500 across Austin and San Francisco. But they're nowhere close. The real story isn't the numbers. It's the business model everyone missed. For years, Tesla bulls said Waymo's approach was too expensive to scale. Lidar costs tens of thousands. HD mapping takes forever. Remote monitoring eats margins. Tesla's vision-only system costs $400 per car. Waymo's sensor suite costs $12,700. Simple math says Tesla wins, right? Wrong. Because they're not selling the same product. Tesla is selling supervised driver assistance to consumers who pay $99/month and still have to watch the road. Waymo is selling fully autonomous rides to passengers who literally sleep in the back seat. Those are completely different businesses with completely different economics. And the market just valued the difference at $100 billion. Here's the part that destroys the Tesla narrative: Waymo's cost per vehicle is dropping faster than anyone predicted. Their 6th generation system coming in the new Zeekr van will cost under $20,000. Getting competitive with Tesla's hardware while maintaining full autonomy. Meanwhile Tesla's FSD has been "months away" from unsupervised operation for five years straight. The technical gap is widening and NOT closing. Waymo just launched freeway operations across San Francisco, Phoenix, and LA. They're expanding to 12 new U.S. cities in 2026 plus London and Tokyo. That's the opposite of "can't scale." Tesla can't even get a California permit to test without a safety driver. But wait, there's more... Waymo's safety data makes Tesla look reckless. 88% reduction in property damage claims compared to humans. 92% reduction in bodily injury claims. Those numbers come from Swiss Re, not Waymo's marketing team. Tesla's response? "Trust us, it's safer than humans." No comprehensive data. No third-party verification. Meanwhile actual insurance companies are pricing the difference. Everyone's debating cameras versus lidar. That's like arguing about gasoline versus diesel when one company has working cars and the other has prototypes. The real question is: who understood the path to market first? Waymo spent 15 years building a system that actually works. Incremental progress. Conservative timelines. Real safety validation. They're boring. They're slow. They're methodical. And they won. Tesla promised magic. Flashy demos. Aggressive timelines. Revolutionary technology. They're exciting. They're fast. They're bold. And they're stuck in supervised mode with 29 cars. Here's what happens next: Waymo takes this $15 billion and floods the market. 100,000 vehicles. At current utilization rates, that's 10% of the entire U.S. ride-hailing market. They become the default autonomous option in every major city by 2027. Tesla either admits FSD Supervised isn't ready for full autonomy, or they keep testing with 30 cars and hoping for a breakthrough. The market has spoken. Real autonomy with expensive sensors beats cheap cameras that need human supervision. Not because the technology is better. Because the business model actually works. You can't scale "almost autonomous." You scale fully autonomous or you stay a driver assistance feature forever. Waymo chose the hard path and won. Tesla chose the impossible path and got stuck. The $100 billion valuation is the market pricing that difference. This was never about who has better AI. It was about who understood the economics of autonomy first. And Waymo just proved they did.

Ricardo

212,043 Aufrufe • vor 7 Monaten