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A driverless taxi packed with software but bad Wi-Fi would be a very weird future. Tesla’s first Cybercab now has Starlink built right into the body, with a flush-mounted V5 antenna hidden under the gold panel above the taillights. While the car drives itself, you can chill. Stream 4K...

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Mario Nawfal

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126,213 views • 29 days ago •via X (Twitter)

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Cybercab with Starlink V5 will make the whole robotaxi idea feel much more real. Because once the car drives itself, the next question is obvious: What do you do while it takes you there? Starlink V5 brings high-speed satellite internet into the ride without needing bulky hardware or silly power draw. Watch 4K streaming video while Cybercab takes you anywhere you want. Cybercab will handle the road. Starlink will handle the bored passenger. Tesla Starlink SpaceX / Writer: Annette, Designer: Janné
0:20

Cybercab with Starlink V5 will make the whole robotaxi idea feel much more real. Because once the car drives itself, the next question is obvious: What do you do while it takes you there? Starlink V5 brings high-speed satellite internet into the ride without needing bulky hardware or silly power draw. Watch 4K streaming video while Cybercab takes you anywhere you want. Cybercab will handle the road. Starlink will handle the bored passenger. Tesla Starlink SpaceX / Writer: Annette, Designer: Janné

Mario Nawfal

74,403 views • 1 month ago

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 views • 1 month ago

Cybercab is starting to get a lot more interesting! Jo Bhakdi points to new footage from Giga Texas showing Cybercabs rolling off the line, with some apparently without steering wheels. We’ve also now seen Starlink built directly into Cybercab, opening the door to 4K streaming and high-speed connectivity on the road. At this point, the bigger question may not be whether Cybercab can drive itself, it’s how fast Tesla can build and deploy these things at scale. $TSLA
6:44

Cybercab is starting to get a lot more interesting! Jo Bhakdi points to new footage from Giga Texas showing Cybercabs rolling off the line, with some apparently without steering wheels. We’ve also now seen Starlink built directly into Cybercab, opening the door to 4K streaming and high-speed connectivity on the road. At this point, the bigger question may not be whether Cybercab can drive itself, it’s how fast Tesla can build and deploy these things at scale. $TSLA

Herbert Ong

19,456 views • 1 month ago

In the '80s, watching Knight Rider with KITT was pure sci-fi. A talking car that drove itself? Peak '80s imagination. Cute little fantasy. Now Tesla has FSD, Grok voice chat, and upcoming parking memory that remembers where you actually like to be dropped off. Home. Office. School. Entrance first, parking later. Turns out KITT was less “impossible future” and more “early product preview.” Tesla Grok / Writer: Annette, Designer: Janné
0:26

In the '80s, watching Knight Rider with KITT was pure sci-fi. A talking car that drove itself? Peak '80s imagination. Cute little fantasy. Now Tesla has FSD, Grok voice chat, and upcoming parking memory that remembers where you actually like to be dropped off. Home. Office. School. Entrance first, parking later. Turns out KITT was less “impossible future” and more “early product preview.” Tesla Grok / Writer: Annette, Designer: Janné

Mario Nawfal

51,269 views • 2 months ago

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

23,307 views • 8 days ago

What Tesla is doing with Cybercab shouldn’t be possible even by modern standards....it’s one of the hardest engineering problems any company can attempt The challenge is far bigger than building a car with no steering wheel or pedals The car has to drive itself, operate reliably on public roads, work as part of a massive autonomous fleet, be manufactured at enormous scale and ultimately function as an entire transportation network Tesla is compressing what would normally take decades of engineering into an insanely short timeline AI, autonomy, vehicle design, manufacturing at massive scale, infrastructure, fleet operations....all of it has to work together as one system Most companies would struggle to solve even one of these problems Tesla is solving all of them at the same time and turning the whole thing into something that can scale Cybercab is one of the boldest engineering bets any company has ever made And now Tesla is making it real at scale
0:22

What Tesla is doing with Cybercab shouldn’t be possible even by modern standards....it’s one of the hardest engineering problems any company can attempt The challenge is far bigger than building a car with no steering wheel or pedals The car has to drive itself, operate reliably on public roads, work as part of a massive autonomous fleet, be manufactured at enormous scale and ultimately function as an entire transportation network Tesla is compressing what would normally take decades of engineering into an insanely short timeline AI, autonomy, vehicle design, manufacturing at massive scale, infrastructure, fleet operations....all of it has to work together as one system Most companies would struggle to solve even one of these problems Tesla is solving all of them at the same time and turning the whole thing into something that can scale Cybercab is one of the boldest engineering bets any company has ever made And now Tesla is making it real at scale

X Freeze

12,819 views • 10 days ago

The hotel’s Wi-Fi in Montana that I’m staying at today was absolute trash… so I decided to do something different. I parked my Cybertruck equipped with Starlink right outside my hotel room and connected to it instead. The difference wasn’t even close. Hotel Wi-Fi: • 13.7 Mbps download • 13.8 Mbps upload Starlink: • 121 Mbps download • 28 Mbps upload • 45 ms latency That’s about 9x faster download speeds and 2x faster upload speeds than the entire hotel’s Wi-Fi. This is exactly why I never travel without Starlink. Whether I’m in a national park, the middle of nowhere, or at a hotel with overloaded Wi-Fi, I know I can count on having fast, reliable internet to work, upload content, stream, or stay connected with my Starlink. Once you get used to bringing your own internet that gets beamed down from space wherever you are, you’ll never want to depend on legacy Wi-Fi again.
1:29

The hotel’s Wi-Fi in Montana that I’m staying at today was absolute trash… so I decided to do something different. I parked my Cybertruck equipped with Starlink right outside my hotel room and connected to it instead. The difference wasn’t even close. Hotel Wi-Fi: • 13.7 Mbps download • 13.8 Mbps upload Starlink: • 121 Mbps download • 28 Mbps upload • 45 ms latency That’s about 9x faster download speeds and 2x faster upload speeds than the entire hotel’s Wi-Fi. This is exactly why I never travel without Starlink. Whether I’m in a national park, the middle of nowhere, or at a hotel with overloaded Wi-Fi, I know I can count on having fast, reliable internet to work, upload content, stream, or stay connected with my Starlink. Once you get used to bringing your own internet that gets beamed down from space wherever you are, you’ll never want to depend on legacy Wi-Fi again.

Teslaconomics

62,099 views • 2 months ago

Elon Musk in new interview: Starlink is not going to put the other mobile carriers out of business. “To be clear, we're not going to put the other carriers out of business. They're still going to be around because they own a lot of spectrum. But yes, you should be able to have a Starlink like you have an AT&T or T-Mobile, Verizon or whatever, you could have an account with Starlink that works with your Starlink antenna at home for your Wi-fi as well as on your phone. And yeah, it would be a comprehensive solution for high bandwidth at home and for high bandwidth direct-to-cell.” From: Interview at All-In Summit, September 10, 2025 Full interview:
0:42

Elon Musk in new interview: Starlink is not going to put the other mobile carriers out of business. “To be clear, we're not going to put the other carriers out of business. They're still going to be around because they own a lot of spectrum. But yes, you should be able to have a Starlink like you have an AT&T or T-Mobile, Verizon or whatever, you could have an account with Starlink that works with your Starlink antenna at home for your Wi-fi as well as on your phone. And yeah, it would be a comprehensive solution for high bandwidth at home and for high bandwidth direct-to-cell.” From: Interview at All-In Summit, September 10, 2025 Full interview:

ELON CLIPS

517,231 views • 1 year ago

Elon posted a lot over the last four days, but put it all together and there’s an interesting theme 🤔 He sees a future where AI agents could outnumber humans online 1,000:1, while Robotaxis and Optimus are constantly connected. At the same time, he thinks Starlink could eventually handle 90%+ of global IP traffic. Then Cybercab shows up with Starlink built in. SpaceX provides the network, Grok provides the intelligence, and Tesla builds the machines using both. Feels like we’re starting to see how all these pieces are supposed to fit together. $TSLA $SPCX
18:16

Elon posted a lot over the last four days, but put it all together and there’s an interesting theme 🤔 He sees a future where AI agents could outnumber humans online 1,000:1, while Robotaxis and Optimus are constantly connected. At the same time, he thinks Starlink could eventually handle 90%+ of global IP traffic. Then Cybercab shows up with Starlink built in. SpaceX provides the network, Grok provides the intelligence, and Tesla builds the machines using both. Feels like we’re starting to see how all these pieces are supposed to fit together. $TSLA $SPCX

Herbert Ong

22,683 views • 1 month ago

Tesla Cybercab is starting to feel less like a car and more like a giant iPad on wheels! We checked out everything you can do when there’s literally no driver, YouTube, music, arcade games, climate controls, reclining seats, all through the big screen. And that’s what makes the possibilities interesting! Add Starlink + Grok Bot, and the ride could become a place to watch a movie, get some work done, or just relax while Cybercab drives you around. There’s even a cabin camera that could eventually help with cleaning and spotting things passengers leave behind. When there’s no driver at all, the whole cabin becomes space for the passenger. $TSLA Cern Basher
4:37

Tesla Cybercab is starting to feel less like a car and more like a giant iPad on wheels! We checked out everything you can do when there’s literally no driver, YouTube, music, arcade games, climate controls, reclining seats, all through the big screen. And that’s what makes the possibilities interesting! Add Starlink + Grok Bot, and the ride could become a place to watch a movie, get some work done, or just relax while Cybercab drives you around. There’s even a cabin camera that could eventually help with cleaning and spotting things passengers leave behind. When there’s no driver at all, the whole cabin becomes space for the passenger. $TSLA Cern Basher

Herbert Ong

26,542 views • 8 days ago

🚨 THE TESLA CYBERCAB LOOKS LIKE THE FUTURE - AND IT’S ABOUT TO REWRITE THE ROAD The Cybercab is more than a car. It’s a signal flare fired straight into the skyline announcing that the future isn’t coming - it’s clocking in for work. Sleek, sexy, unapologetically futuristic. Forget the yellow cab, the minivan Uber, the bland city fleet. This thing redefines the silhouette of traffic. If the Model S made electric cars cool, the Cybercab makes the rest of the road look medieval. The Cybercab is an infrastructure disruptor: Designed for autonomous fleets, built to run 24/7. Meant to replace entire swarms of city cars. Zero tailpipe emissions, zero legacy baggage. It’s the first vehicle that looks like it was designed for a world with no human drivers. And yes - people will roast it, meme it, obsess over it. But give it 6 months and your brain will do the same thing it did with the Cybertruck: go from “what is that?” to “oh, that’s just the future, get used to it.” Once these start rolling out in major cities, urban streets will split into 2 eras - Pre-Cybercab and Post-Cybercab. The road won’t change overnight. But its aesthetics just did. Source: Tesla, Tesla Owners Silicon Valley
0:31

🚨 THE TESLA CYBERCAB LOOKS LIKE THE FUTURE - AND IT’S ABOUT TO REWRITE THE ROAD The Cybercab is more than a car. It’s a signal flare fired straight into the skyline announcing that the future isn’t coming - it’s clocking in for work. Sleek, sexy, unapologetically futuristic. Forget the yellow cab, the minivan Uber, the bland city fleet. This thing redefines the silhouette of traffic. If the Model S made electric cars cool, the Cybercab makes the rest of the road look medieval. The Cybercab is an infrastructure disruptor: Designed for autonomous fleets, built to run 24/7. Meant to replace entire swarms of city cars. Zero tailpipe emissions, zero legacy baggage. It’s the first vehicle that looks like it was designed for a world with no human drivers. And yes - people will roast it, meme it, obsess over it. But give it 6 months and your brain will do the same thing it did with the Cybertruck: go from “what is that?” to “oh, that’s just the future, get used to it.” Once these start rolling out in major cities, urban streets will split into 2 eras - Pre-Cybercab and Post-Cybercab. The road won’t change overnight. But its aesthetics just did. Source: Tesla, Tesla Owners Silicon Valley

Mario Nawfal

27,699 views • 9 months ago

This is becoming my new hotel routine. I park my Cybertruck close to my room, plug in Starlink, let the truck power it through the night, and I have reliable internet straight from space. Meanwhile, my computer is connected to the hotel Wi-Fi, and the difference is honestly ridiculous. You can see the speed test for yourself. It’s 2026. There is no reason hotel Wi-Fi should still be this bad. After traveling around the U.S., I’ve realized just how many hotels still have slow, unreliable internet. At this point, hotels should seriously start looking at Starlink. Solid, reliable internet is so important to customers now… a lot of people work, stream, take video calls, upload files, and run entire businesses while traveling. For me, I guess though, it doesn’t really matter right now bc my Cybertruck is sitting outside my room powering Starlink all night, and I have fast, reliable internet wherever I am in the hotel. There’s something pretty wild about being at a hotel with horrible Wi-Fi… while my truck outside is pulling the world’s best internet down from space, just from pointing the Starlink Mini at the sky. Starlink is an absolute game changer, and businesses that don’t adapt are going to lose customers to the ones that do.
1:13

This is becoming my new hotel routine. I park my Cybertruck close to my room, plug in Starlink, let the truck power it through the night, and I have reliable internet straight from space. Meanwhile, my computer is connected to the hotel Wi-Fi, and the difference is honestly ridiculous. You can see the speed test for yourself. It’s 2026. There is no reason hotel Wi-Fi should still be this bad. After traveling around the U.S., I’ve realized just how many hotels still have slow, unreliable internet. At this point, hotels should seriously start looking at Starlink. Solid, reliable internet is so important to customers now… a lot of people work, stream, take video calls, upload files, and run entire businesses while traveling. For me, I guess though, it doesn’t really matter right now bc my Cybertruck is sitting outside my room powering Starlink all night, and I have fast, reliable internet wherever I am in the hotel. There’s something pretty wild about being at a hotel with horrible Wi-Fi… while my truck outside is pulling the world’s best internet down from space, just from pointing the Starlink Mini at the sky. Starlink is an absolute game changer, and businesses that don’t adapt are going to lose customers to the ones that do.

Teslaconomics

58,270 views • 2 months ago

CYBERCAB & THE AUTONOMOUS FUTURE: TESLA’S VISION FOR A WORLD WITHOUT STEERING WHEELS – ELON MUSK ON THE END OF HUMAN DRIVING Cybercab is more than a robotaxi—it’s the physical manifestation of Tesla’s bet that full autonomy will make human-driven cars obsolete. No steering wheel, no pedals, no driver—just summon, ride, and arrive cheaper, safer, and greener than any alternative. With production targeted for in Q2’26, Cybercab paves the way for a transportation revolution where personal car ownership becomes optional and roads become dramatically safer. “The future is autonomous. Once you have unsupervised FSD that’s safer than human drivers, owning a car becomes optional for most people. Cybercab will cost so little per mile that it will be cheaper to use a robotaxi than to own and maintain a vehicle.” This shift changes everything: • Cost collapse — ~$0.20–$0.30 per mile vs. today’s $1+ for rideshares or $0.60–$1.00 for personal car ownership (including depreciation, insurance, fuel/charging, maintenance). • Safety leap — Unsupervised FSD eliminates the ~94% of crashes caused by human error—potentially saving hundreds of thousands of lives annually once scaled. • Abundance of mobility — Fleets of Cybercabs run 24/7 at high utilization, turning idle time into revenue and freeing up parking space for parks, housing, and commerce. • Environmental win — Electric, efficient, and shared—massive reduction in emissions compared to today’s car-centric infrastructure. • New economy — Owners can add their Cybercabs (or future autonomous Teslas) to the network for passive income; cities rethink zoning, traffic, and public transit. Cybercab isn’t the endgame—it’s the beginning of an era where transportation becomes a utility like electricity or internet: always available, incredibly cheap, and far safer than today. From Model S proving EVs could be desirable to Cybercab proving autonomy can be ubiquitous, Tesla is rewriting mobility.
0:38

CYBERCAB & THE AUTONOMOUS FUTURE: TESLA’S VISION FOR A WORLD WITHOUT STEERING WHEELS – ELON MUSK ON THE END OF HUMAN DRIVING Cybercab is more than a robotaxi—it’s the physical manifestation of Tesla’s bet that full autonomy will make human-driven cars obsolete. No steering wheel, no pedals, no driver—just summon, ride, and arrive cheaper, safer, and greener than any alternative. With production targeted for in Q2’26, Cybercab paves the way for a transportation revolution where personal car ownership becomes optional and roads become dramatically safer. “The future is autonomous. Once you have unsupervised FSD that’s safer than human drivers, owning a car becomes optional for most people. Cybercab will cost so little per mile that it will be cheaper to use a robotaxi than to own and maintain a vehicle.” This shift changes everything: • Cost collapse — ~$0.20–$0.30 per mile vs. today’s $1+ for rideshares or $0.60–$1.00 for personal car ownership (including depreciation, insurance, fuel/charging, maintenance). • Safety leap — Unsupervised FSD eliminates the ~94% of crashes caused by human error—potentially saving hundreds of thousands of lives annually once scaled. • Abundance of mobility — Fleets of Cybercabs run 24/7 at high utilization, turning idle time into revenue and freeing up parking space for parks, housing, and commerce. • Environmental win — Electric, efficient, and shared—massive reduction in emissions compared to today’s car-centric infrastructure. • New economy — Owners can add their Cybercabs (or future autonomous Teslas) to the network for passive income; cities rethink zoning, traffic, and public transit. Cybercab isn’t the endgame—it’s the beginning of an era where transportation becomes a utility like electricity or internet: always available, incredibly cheap, and far safer than today. From Model S proving EVs could be desirable to Cybercab proving autonomy can be ubiquitous, Tesla is rewriting mobility.

Tesla Owners Silicon Valley

18,653 views • 7 months ago

I just drove a Tesla Robotaxi in a Model Y — and it was completely unsupervised. No hands, no supervision, just pure autonomy. Tesla is now pushing the boundaries with unsupervised FSD testing on public roads, and the Cybercab era is coming faster than most people realize. In this video, I take you along for a real ride through city streets, sharing what it actually feels like when the car drives itself flawlessly. From smooth navigation to handling complex intersections, this is the future of transportation happening right now. (Bearded Tesla JoshWest247 ⚡️) The world is about to change. Robotaxis will reshape cities, reduce accidents, cut transportation costs, and give millions of people new freedom. This isn’t sci-fi anymore — it’s here. Watch until the end for my honest thoughts on what this means for Tesla, the industry, and everyday life.Drop a like if you’re excited for the autonomous future!
18:58

I just drove a Tesla Robotaxi in a Model Y — and it was completely unsupervised. No hands, no supervision, just pure autonomy. Tesla is now pushing the boundaries with unsupervised FSD testing on public roads, and the Cybercab era is coming faster than most people realize. In this video, I take you along for a real ride through city streets, sharing what it actually feels like when the car drives itself flawlessly. From smooth navigation to handling complex intersections, this is the future of transportation happening right now. (Bearded Tesla JoshWest247 ⚡️) The world is about to change. Robotaxis will reshape cities, reduce accidents, cut transportation costs, and give millions of people new freedom. This isn’t sci-fi anymore — it’s here. Watch until the end for my honest thoughts on what this means for Tesla, the industry, and everyday life.Drop a like if you’re excited for the autonomous future!

Tesla Owners Silicon Valley

64,524 views • 2 months ago

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 views • 4 days ago

ELON ON FSD: MOST PEOPLE DON’T UNDERSTAND WHAT’S ABOUT TO HAPPEN “Almost the entire fleet, which will pass 10 million vehicles next year, is capable of full autonomy. So, even without the Cybercab, we still actually have a gigantic fleet that is capable of being autonomous. And the thing about being an autonomous car is that it can be used much more than a car that is not autonomous. A typical passenger vehicle car will be used about 10 hours a week. If you have a car that's a robot car that can drive autonomously, it can now be used potentially for 80, maybe 100 hours a week. So, you could have a car that has 10 times the usefulness of a non-autonomous car, but it still costs the same. In fact, the fleet is already built, so the software update just enables that capability. Overnight you have an increase in usefulness of 10 million cars that suddenly become like 50 million cars or maybe 80 or 100 million cars of usefulness overnight. That's a profound thing. Nothing like that has ever happened before. There is no analogy. There's never been something where a software update increase the value of a gigantic asset base by a factor of like 500 to 1000%. So, it's very difficult for people in the stock market, especially those that look in the rearview mirror, which is most people, to imagine a future where suddenly a 10 million vehicle fleet has 5 to 10 times the usefulness. It's so profound and there's no comparison with anything in the past, so it doesn’t compute. But it will compute in the future.” Source: Tesla All-Hands, March 2025
2:08

ELON ON FSD: MOST PEOPLE DON’T UNDERSTAND WHAT’S ABOUT TO HAPPEN “Almost the entire fleet, which will pass 10 million vehicles next year, is capable of full autonomy. So, even without the Cybercab, we still actually have a gigantic fleet that is capable of being autonomous. And the thing about being an autonomous car is that it can be used much more than a car that is not autonomous. A typical passenger vehicle car will be used about 10 hours a week. If you have a car that's a robot car that can drive autonomously, it can now be used potentially for 80, maybe 100 hours a week. So, you could have a car that has 10 times the usefulness of a non-autonomous car, but it still costs the same. In fact, the fleet is already built, so the software update just enables that capability. Overnight you have an increase in usefulness of 10 million cars that suddenly become like 50 million cars or maybe 80 or 100 million cars of usefulness overnight. That's a profound thing. Nothing like that has ever happened before. There is no analogy. There's never been something where a software update increase the value of a gigantic asset base by a factor of like 500 to 1000%. So, it's very difficult for people in the stock market, especially those that look in the rearview mirror, which is most people, to imagine a future where suddenly a 10 million vehicle fleet has 5 to 10 times the usefulness. It's so profound and there's no comparison with anything in the past, so it doesn’t compute. But it will compute in the future.” Source: Tesla All-Hands, March 2025

Mario Nawfal

1,597,375 views • 11 months ago

ELON: YOUR TESLA WILL ACTUALLY BE MAKING MONEY FOR YOU “Sometimes people wonder how do you go from this big fleet to actually monetizing the fleet in an autonomous situation? And it's actually a combination. It's like Airbnb and Uber, to some degree. So, there'll be some cars that Tesla owns itself. It's kind of like an Uber fashion. But then, for the fleet, that is owned by our customers, it will be like an Airbnb thing. You can add or subtract your car to the fleet whenever you want. So you can say, I'm going away for a week. Just one tap on your Tesla app, your car gets added to the fleet, and it just makes money for you while you're gone. So you can add it to the fleet for a few hours, for a few days, for a few weeks. Whenever you want it back, you can say, come back. And the car will come right back. And I'm highly confident that the revenue made by the owner of the car will far exceed the actual monthly payment. And then, Tesla will obviously take a revenue share on that, but most of the money will go to the owner of the car. And this is actually going to work. This is what will happen. I mean, mark my words. This is simply a matter of time.” Source: Tesla Shareholder Meeting, June 2024
1:10

ELON: YOUR TESLA WILL ACTUALLY BE MAKING MONEY FOR YOU “Sometimes people wonder how do you go from this big fleet to actually monetizing the fleet in an autonomous situation? And it's actually a combination. It's like Airbnb and Uber, to some degree. So, there'll be some cars that Tesla owns itself. It's kind of like an Uber fashion. But then, for the fleet, that is owned by our customers, it will be like an Airbnb thing. You can add or subtract your car to the fleet whenever you want. So you can say, I'm going away for a week. Just one tap on your Tesla app, your car gets added to the fleet, and it just makes money for you while you're gone. So you can add it to the fleet for a few hours, for a few days, for a few weeks. Whenever you want it back, you can say, come back. And the car will come right back. And I'm highly confident that the revenue made by the owner of the car will far exceed the actual monthly payment. And then, Tesla will obviously take a revenue share on that, but most of the money will go to the owner of the car. And this is actually going to work. This is what will happen. I mean, mark my words. This is simply a matter of time.” Source: Tesla Shareholder Meeting, June 2024

Mario Nawfal

2,083,259 views • 1 year ago