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Austin roads/highways are never going to be the same again 💫 Tesla CyberCab testing on Interstate highways 🦾 Enjoy Day One 🎶 Liam's Dad Theodore *Grand Champ* Cruisavelt David Moss AleXandra Merz 🇺🇲 Herbert Ong Tesla Tesla_AI Tesla_Optimus Tesla Robotaxi Elon Musk Robert Scoble

12,038 views • 6 months ago •via X (Twitter)

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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 views • 2 months ago

When Elon Musk and Tesla let me, and millions of other owners, add our own cars to the Tesla Robotaxi network via a software update, it’s going to be the greatest wealth CREATION in human history. I get it. For the first time ever, a Tesla will become an $ income producing asset bc your Tesla will be able to drive itself while you’re sleeping, working, or even on vacation. This is NOT a sci-fi idea anymore. Elon has been clear for years. The hardware is already in the cars and the thing that will unlock this is going to be software. Here’s a simple version of how it’s going to work imo: 1/ A software update turns your Tesla into a robotaxi 2/ You opt in with one tap in the Tesla app 3/ Your car gives rides when you’re not using it 4/ Tesla takes a cut, you keep the rest 5/ You can pull your car out anytime, you have full control Think Airbnb, but for cars. Now on the $ generation side, this is where it can get a bit wild. Elon has said a high use robotaxi could generate ~$30,000 per year per car, and even more in busy cities. That means, 1/ A car payment pays for itself 2/ A car can become your own business 3/ And for some people, this can allow them to become financially free Elon even said robotaxi earnings should far exceed monthly car payments... this will completely flip how we think about owning a vehicle. A lot of long time Tesla investors call this the “greatest wealth transfer in history”… Elon corrected that and said something important: “Not transfer of wealth, CREATION of wealth. The pie gets much bigger.” And I believe he’s right. Autonomy makes transportation cheaper, safer, and available 24/7. This saves time, reduces accidents, lowers costs for everyone, and unlocks $ trillions of dollars in new economic value that NEVER existed before. Elon has also said: “The day FSD (w/ this Robotaxi feature) goes to wide release will be one of the biggest asset value increases in history.” That will be the day when cars are viewed as an appreciating asset instead of a depreciating asset! The scale is hard to wrap my head around tbh bc: • There are already millions of Teslas on the road • Even a small % opt-in rate creates massive fleets overnight, Waymo is screwed imo with their peanut sized 2,500 fleet • No new factories are needed • No new drivers needed Just pure AI software. Bro… this moment is going to be REALLY big. This could be the first time in human history where regular people like you and me get access to automation and making $ at scale, instead of only the big players and corporations. And when this switch flips, the way we view a car, specifically a Tesla will never look the same again. (FYI, once Elon and Tesla give me the green light, I plan on buying ~25 Teslas outright and put them into the Robotaxi network to show the world exactly what I mean)

Teslaconomics

58,488 views • 7 months ago

The Cybercab is aiming to produce 2 million units per year. Let this sink in. Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one. This is Elon and Tesla going ALL-IN on autonomy. Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software. Elon put it best on the Q3 2024 earnings call: “It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.” That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab. Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale. That’s how you make 2 million Cybercabs per year possible. FYI, this is not going to be easy though. Elon has been brutally honest about production for many years: • “Prototypes are easy, production is hard.” • “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.” • “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.” He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏: “Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.” This is the key thing most people miss about Tesla manufacturing. Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard. Tesla already proved they can do this. They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume. Elon summed it up perfectly in 2024: “Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.” That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups. The Cybercab is aiming to be: 1/ Under $30,000 price 2/ ~$0.20 per mile operating cost 3/ 200+ mile range 4/ Up to 5x utilization vs personal cars 5/ Designed to run nearly nonstop 24/7 This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product. I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology. I get it now.

Teslaconomics

31,985 views • 7 months ago

Whenever I tell people when you buy a Tesla, make sure you eat the cost and buy FSD outright, a majority of people always tell me “FSD is too expensive at $8,000,” without actually looking at the data and numbers behind the true value of FSD. Well, I did. Back in 2019, Elon explained the Robotaxi economics very clearly. “What would be the probable gross profit from a single Robotaxi? We think probably something on the order of $30,000 per year.” BTW, this number also came from conservative assumptions. • ~90,000 miles per year • ~50% utilization (half the miles are non-revenue) • Operating cost around $0.18 per mile (fyi, gas cars are closer to $0.60!) • Tesla takes 25-30% of the revenue • Robotaxi designed to last ~1 million miles So after costs, after Tesla’s cut, and after conservative usage, the estimate still came out to $30,000 per year from a single Robotaxi. So let me do the simple math for you. If a Robotaxi generates $30,000 per year, and you assume just 10 years of useful Robotaxi life, even though the car is going to be designed for more: 1/ $30,000 × 10 years = $300,000 Now, let’s cut that number by 50% for uncertainty, downtime, or slower rollout… I’m being conservative here. 2/ $300,000 ÷ 2 = $150,000 That means the FSD value is NOT $8,000. It’s six figures! This is why every Tesla owner should buy FSD outright right now! And is also the reason why Tesla is ending this option in February imo. You see, this is what happens when you see FSD as an income generating business, instead of just a feature. FSD is SIGNIFICANTLY undervalued. And whenever I tell people that I’m going to be the biggest Tesla Robotaxi fleet operator one day and show the world how much $ I’m making for each Robotaxi in operation, they all still laugh at me in disbelief. (I hope Elon and Tesla will let me be one of the first owners when the time comes… 🤞) But I also know that people always doubted me my whole life… until things actually became real. That’s why I’ve never seen my Tesla as just a car that depreciates like other non-Teslas. It’s the exact opposite. And one day, when these cars are driving themselves and generating $ income for me while I’m sleeping, all of the doubters will become silent. Mark my words.

Teslaconomics

112,667 views • 7 months ago