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During the SF power outage, Waymos shut down, but Tesla Robotaxis kept driving. When traffic lights went dark, Waymo vehicles relied on infrastructure and signals that were no longer there, so they all stopped for safety. Tesla Robotaxis did NOT. Tesla’s autonomy is built to see and understand the... show more

Teslaconomics

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58,807 次观看 • 8 个月前 •via X (Twitter)

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Two Robotaxi crashes. Zero were caused by the Robotaxis. According to the latest NHTSA data, both incidents happened when other drivers hit stationary Tesla Robotaxis in Dallas and Austin. Meanwhile, FSD is already handling huge amounts of real-world driving, including drivers relying on it for tens of thousands of miles. That’s where autonomous driving starts getting interesting. Not because it never sees chaos. Because it handles it. Tesla / Writer: Annette, Grok Imagine Designer: Janné

Two Robotaxi crashes. Zero were caused by the Robotaxis. According to the latest NHTSA data, both incidents happened when other drivers hit stationary Tesla Robotaxis in Dallas and Austin. Meanwhile, FSD is already handling huge amounts of real-world driving, including drivers relying on it for tens of thousands of miles. That’s where autonomous driving starts getting interesting. Not because it never sees chaos. Because it handles it. Tesla / Writer: Annette, Grok Imagine Designer: Janné

Mario Nawfal

62,302 次观看 • 6 天前

Wartime CEO activated. Elon Musk and the Tesla team are locked in. I’ve followed Tesla for years, and I can honestly say this is the most bullish I’ve ever felt about the company’s future. The Q4 2025 shareholder deck made it clear, I read it 3x times. And today, Elon and Tesla management doubled down on Tesla’s next book, which is autonomy and AI robotics. 2026 is going to be Tesla’s year.

Wartime CEO activated. Elon Musk and the Tesla team are locked in. I’ve followed Tesla for years, and I can honestly say this is the most bullish I’ve ever felt about the company’s future. The Q4 2025 shareholder deck made it clear, I read it 3x times. And today, Elon and Tesla management doubled down on Tesla’s next book, which is autonomy and AI robotics. 2026 is going to be Tesla’s year.

Teslaconomics

113,471 次观看 • 7 个月前

Grok Heavy told me Tesla needs 100,000 Robotaxis on the road to cover 50% of the U.S. population. Most people still can’t wrap their heads around that, but they will. Bc once it happens, it’s going to flip the entire transportation industry on its head, and all the doubters will realize they were watching history being built in real time and didn’t even know it.

Grok Heavy told me Tesla needs 100,000 Robotaxis on the road to cover 50% of the U.S. population. Most people still can’t wrap their heads around that, but they will. Bc once it happens, it’s going to flip the entire transportation industry on its head, and all the doubters will realize they were watching history being built in real time and didn’t even know it.

Teslaconomics

58,938 次观看 • 1 年前

MASSIVE shoutout to everyone on the Tesla team making Unsupervised FSD Robotaxis a reality this June. Your work is not going unnoticed. I’ve spoken to many of you, and one thing is clear: Everyone is locked the fuck in. Keep pushing bc this is history in the making! 👊⚡️

MASSIVE shoutout to everyone on the Tesla team making Unsupervised FSD Robotaxis a reality this June. Your work is not going unnoticed. I’ve spoken to many of you, and one thing is clear: Everyone is locked the fuck in. Keep pushing bc this is history in the making! 👊⚡️

Teslaconomics

899,093 次观看 • 1 年前

Tesla is worth ~$600B today, but with Robotaxis, it could be worth >$5-7T. Many don’t believe it, but the ones that use, understand, & see the progress of FSD, there’s a good chance it’s going to happen. $TSLA

Tesla is worth ~$600B today, but with Robotaxis, it could be worth >$5-7T. Many don’t believe it, but the ones that use, understand, & see the progress of FSD, there’s a good chance it’s going to happen. $TSLA

Teslaconomics

14,336 次观看 • 2 年前

Happy $TSLA Earnings Day to everyone who’s held through the highs, the lows, and everything in between. For Tesla investors, this is our World Cup. It’s the one day every quarter when we get to look under the hood and see what the most innovative company in the world has been building. This is when we hear updates on Full Self-Driving, Robotaxi expansion, Optimus, AI, energy storage, manufacturing, and everything else that’s shaping where the company is headed over the next several years. A single earnings call can change how investors think about Tesla’s future far more than any headline or rumor. Whether the stock moons or gets crushed tomorrow, does not matter… that’s short-term. The real value comes from understanding the progress the company is making and whether it’s moving closer to its long-term goals from the lens of the team that’s actually making it happen. The $ will eventually follow. So here’s to everyone who’s stayed convicted through the crazy volatility. Enjoy the day, listen closely, and remember WHY you invested in the first place. Happy Tesla Earnings Day. Let’s see what Tesla has been cooking. 🍷

Happy $TSLA Earnings Day to everyone who’s held through the highs, the lows, and everything in between. For Tesla investors, this is our World Cup. It’s the one day every quarter when we get to look under the hood and see what the most innovative company in the world has been building. This is when we hear updates on Full Self-Driving, Robotaxi expansion, Optimus, AI, energy storage, manufacturing, and everything else that’s shaping where the company is headed over the next several years. A single earnings call can change how investors think about Tesla’s future far more than any headline or rumor. Whether the stock moons or gets crushed tomorrow, does not matter… that’s short-term. The real value comes from understanding the progress the company is making and whether it’s moving closer to its long-term goals from the lens of the team that’s actually making it happen. The $ will eventually follow. So here’s to everyone who’s stayed convicted through the crazy volatility. Enjoy the day, listen closely, and remember WHY you invested in the first place. Happy Tesla Earnings Day. Let’s see what Tesla has been cooking. 🍷

Teslaconomics

16,103 次观看 • 1 个月前

Despite the USA team losing tonight in the World Cup and me not getting the opportunity to buy the new Model Y L, I’m happy knowing I still drive one of the most American-made vehicles on Earth. 🇺🇸 The Model 3 and Y took the top two spots on 2026 American-Made Index. Tesla has now produced the #1 most American-made vehicle for six straight years. That’s what makes Tesla’s story so special to me. American engineering. American factories. American workers. American innovation. You can debate EVs. You can debate Elon. You can debate Tesla. But the data speaks for itself… when it comes to building cars in America, Tesla is THE leader.

Despite the USA team losing tonight in the World Cup and me not getting the opportunity to buy the new Model Y L, I’m happy knowing I still drive one of the most American-made vehicles on Earth. 🇺🇸 The Model 3 and Y took the top two spots on 2026 American-Made Index. Tesla has now produced the #1 most American-made vehicle for six straight years. That’s what makes Tesla’s story so special to me. American engineering. American factories. American workers. American innovation. You can debate EVs. You can debate Elon. You can debate Tesla. But the data speaks for itself… when it comes to building cars in America, Tesla is THE leader.

Teslaconomics

22,508 次观看 • 1 个月前

Recently Ross Gerber mentioned that it will be impossible for Tesla to scale quickly with their Robotaxi plans because they have yet to build any infrastructure as similar to Waymo. I am willing to bet a generous amount of money that Tesla is well aware of Waymo’s infrastructure and their struggles to efficiently manage their fleet. Tesla does not have $15 billion of excess Capital to waste each year on a copycat Fleet management process. Nor would they spend it if they had an additional $100 billion in excess capital. After validating each geographical map area, Tesla will sell Robotaxis to individual buyers, it’s possible that there will be an up fitting process to enter your own Tesla into the Robotaxi fleet. Tesla will sell cybercabs to individuals and fleets that can come online anytime the owner decides. There is no alternative viable method to saturate the market. Tesla is not going to purchase 100 separate properties in Los Angeles and pay minimum wage workers to clean puke out of vehicles. It’s not going to happen. Tesla is going to take the high margin SAS profits and determine the appropriate costs per mile breakdown to make a viable business model for vehicle owners. Coming soon- The Shepherd Model by Tesla. As mentioned many times before, The process to develop a nationwide network of fleet owners and shepherds is the foundation to also handle the deployment of Optimus robots for temporary gigs, part-time work, and generally cool shit. Optimus robots will be serving food at a wedding near you in the year 2030. How do you think they will get there? Who do you think is going to own them? Who do you think is going to fix them? Who do you think is going to drop them off for service and replacement parts?

Recently Ross Gerber mentioned that it will be impossible for Tesla to scale quickly with their Robotaxi plans because they have yet to build any infrastructure as similar to Waymo. I am willing to bet a generous amount of money that Tesla is well aware of Waymo’s infrastructure and their struggles to efficiently manage their fleet. Tesla does not have $15 billion of excess Capital to waste each year on a copycat Fleet management process. Nor would they spend it if they had an additional $100 billion in excess capital. After validating each geographical map area, Tesla will sell Robotaxis to individual buyers, it’s possible that there will be an up fitting process to enter your own Tesla into the Robotaxi fleet. Tesla will sell cybercabs to individuals and fleets that can come online anytime the owner decides. There is no alternative viable method to saturate the market. Tesla is not going to purchase 100 separate properties in Los Angeles and pay minimum wage workers to clean puke out of vehicles. It’s not going to happen. Tesla is going to take the high margin SAS profits and determine the appropriate costs per mile breakdown to make a viable business model for vehicle owners. Coming soon- The Shepherd Model by Tesla. As mentioned many times before, The process to develop a nationwide network of fleet owners and shepherds is the foundation to also handle the deployment of Optimus robots for temporary gigs, part-time work, and generally cool shit. Optimus robots will be serving food at a wedding near you in the year 2030. How do you think they will get there? Who do you think is going to own them? Who do you think is going to fix them? Who do you think is going to drop them off for service and replacement parts?

No Safe Words

11,308 次观看 • 6 个月前

My 7-year-old son thinks it’s completely normal for me to play chess with him while Tesla FSD drives us. But the more I think about this… it hit me. To him, Tesla FSD may not look like some amazing piece of technology... to him it’s just normal life. He never experienced a world where every second in a car required the driver to be fully focused on steering, braking, and navigating. For him, he sees a car that safely handles the driving while Dad spends that time talking with him, teaching him, laughing with him, or playing a game of chess. That’s a pretty big shift when you really think about it. Every generation grows up taking for granted things that once seemed impossible. The internet. Smartphones. Video calls. Now we’re watching the beginning of that same transition with autonomy. For many adults, FSD still feels futuristic. For kids growing up today, it’s become the way cars work. What’s fascinating is that the biggest change is what people do with the time it gives back. Instead of staring at the road for hours, families can spend more time together, learn, work, relax, or simply enjoy the ride. My son doesn’t see autonomy as a breakthrough, like me. He sees this as normal. And that’s how I know the future is here.

My 7-year-old son thinks it’s completely normal for me to play chess with him while Tesla FSD drives us. But the more I think about this… it hit me. To him, Tesla FSD may not look like some amazing piece of technology... to him it’s just normal life. He never experienced a world where every second in a car required the driver to be fully focused on steering, braking, and navigating. For him, he sees a car that safely handles the driving while Dad spends that time talking with him, teaching him, laughing with him, or playing a game of chess. That’s a pretty big shift when you really think about it. Every generation grows up taking for granted things that once seemed impossible. The internet. Smartphones. Video calls. Now we’re watching the beginning of that same transition with autonomy. For many adults, FSD still feels futuristic. For kids growing up today, it’s become the way cars work. What’s fascinating is that the biggest change is what people do with the time it gives back. Instead of staring at the road for hours, families can spend more time together, learn, work, relax, or simply enjoy the ride. My son doesn’t see autonomy as a breakthrough, like me. He sees this as normal. And that’s how I know the future is here.

Teslaconomics

45,231 次观看 • 2 个月前

Again… don’t be a dumbass and do stupid shit like this fool just for clicks and attention. Josh West intentionally grabbed and pulled on the steering wheel of a Tesla Robotaxi during a ride to see what would happen. He did it multiple times from the backseat. The Robotaxi responded by braking, giving safety alerts, and contacting support. He also unbuckled his seatbelt while the vehicle was moving and, after the ride, put one of his own stickers on the Robotaxi. The Tesla team reviewed the trip, cited safety violations and property damage, and suspended his Robotaxi access. Then he turned around and made a video titled “I Got BANNED From The Tesla Robotaxi Network… So You Don’t Have To!” No… You didn’t do this “so we don’t have to.” Nobody needed you to grab the steering wheel of an unsupervised Robotaxi. Nobody needed you to intentionally trigger its safety systems. Nobody needed you to put your sticker on a vehicle that doesn’t belong to you. You did it for content. And this is exactly the kind of stupid shit that pisses me, many investors, and many hardworking employees on the Tesla team off. The Tesla team has spent YEARS working their asses off to make unsupervised Robotaxis a reality. Engineers have dedicated countless hours to building, testing, and improving this technology while Tesla fights through regulatory scrutiny and proves the system can safely scale. Then a fool gets access and intentionally fucks with the vehicle for a YouTube video. Think about how selfish that is. Millions of people are waiting for this technology to expand. Tesla employees have spent years of their lives working to get it this far. The last thing the program needs is some attention seeker intentionally creating safety incidents for clicks. If you’re lucky enough to get access to a Tesla Robotaxi, respect the fucking technology, respect the vehicle, and respect the people who spent years building it. Sit down and buckle up. Keep your hands off the steering wheel. Don’t put or do shit on a car that isn’t yours. And enjoy the fucking ride. It really shouldn’t be that difficult. The Tesla team has worked too damn hard to get to this point for fools chasing YouTube views to jeopardize it for everyone else. Don’t be like this fool.

Again… don’t be a dumbass and do stupid shit like this fool just for clicks and attention. Josh West intentionally grabbed and pulled on the steering wheel of a Tesla Robotaxi during a ride to see what would happen. He did it multiple times from the backseat. The Robotaxi responded by braking, giving safety alerts, and contacting support. He also unbuckled his seatbelt while the vehicle was moving and, after the ride, put one of his own stickers on the Robotaxi. The Tesla team reviewed the trip, cited safety violations and property damage, and suspended his Robotaxi access. Then he turned around and made a video titled “I Got BANNED From The Tesla Robotaxi Network… So You Don’t Have To!” No… You didn’t do this “so we don’t have to.” Nobody needed you to grab the steering wheel of an unsupervised Robotaxi. Nobody needed you to intentionally trigger its safety systems. Nobody needed you to put your sticker on a vehicle that doesn’t belong to you. You did it for content. And this is exactly the kind of stupid shit that pisses me, many investors, and many hardworking employees on the Tesla team off. The Tesla team has spent YEARS working their asses off to make unsupervised Robotaxis a reality. Engineers have dedicated countless hours to building, testing, and improving this technology while Tesla fights through regulatory scrutiny and proves the system can safely scale. Then a fool gets access and intentionally fucks with the vehicle for a YouTube video. Think about how selfish that is. Millions of people are waiting for this technology to expand. Tesla employees have spent years of their lives working to get it this far. The last thing the program needs is some attention seeker intentionally creating safety incidents for clicks. If you’re lucky enough to get access to a Tesla Robotaxi, respect the fucking technology, respect the vehicle, and respect the people who spent years building it. Sit down and buckle up. Keep your hands off the steering wheel. Don’t put or do shit on a car that isn’t yours. And enjoy the fucking ride. It really shouldn’t be that difficult. The Tesla team has worked too damn hard to get to this point for fools chasing YouTube views to jeopardize it for everyone else. Don’t be like this fool.

Teslaconomics

103,448 次观看 • 1 个月前

$I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.$

I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.

Teslaconomics

25,494 次观看 • 5 个月前

This is why Tesla makes the safest vehicles in the world: • All Tesla models have received five-star safety ratings from the National Highway Traffic Safety Administration. • Built from the ground up with an all-electric architecture, resulting in low rollover risk and reduced occupant injury probability. • Uses anonymous/aggregated real-world data from millions of miles driven to enhance safety via over-the-air updates and inform future vehicle designs. • Battery packs designed to isolate and vent heat away from the cabin; historically (2012–2020 U.S. data), Tesla vehicles ~10x less likely to experience fire per mile than average gas vehicles. • Before a crash occurs, Tesla uses the front cameras to observe the scenario and prepare the seat belt system to react faster and with adequate force and timing when impact occurs, reducing the amount of slack in each seat belt. • Tesla’s advanced airbags are tuned to deploy according to crash type and different-sized occupants. This includes active venting that changes the amount of pressure within the inflated cushion by releasing gas according to the expected crash severity. • When a serious collision is detected, the hazard lights will turn on to increase your visibility and doors will automatically unlock for emergency access. At the same time, your Tesla will automatically contact emergency services to get help to you as quickly as possible. • Tesla vehicle structures are designed to cushion and protect the battery in the event of an accident. Onboard systems will automatically disconnect the high-voltage battery upon impact. If a battery fire does occur, the battery pack is designed to spread heat away from the cabin to protect occupants.

This is why Tesla makes the safest vehicles in the world: • All Tesla models have received five-star safety ratings from the National Highway Traffic Safety Administration. • Built from the ground up with an all-electric architecture, resulting in low rollover risk and reduced occupant injury probability. • Uses anonymous/aggregated real-world data from millions of miles driven to enhance safety via over-the-air updates and inform future vehicle designs. • Battery packs designed to isolate and vent heat away from the cabin; historically (2012–2020 U.S. data), Tesla vehicles ~10x less likely to experience fire per mile than average gas vehicles. • Before a crash occurs, Tesla uses the front cameras to observe the scenario and prepare the seat belt system to react faster and with adequate force and timing when impact occurs, reducing the amount of slack in each seat belt. • Tesla’s advanced airbags are tuned to deploy according to crash type and different-sized occupants. This includes active venting that changes the amount of pressure within the inflated cushion by releasing gas according to the expected crash severity. • When a serious collision is detected, the hazard lights will turn on to increase your visibility and doors will automatically unlock for emergency access. At the same time, your Tesla will automatically contact emergency services to get help to you as quickly as possible. • Tesla vehicle structures are designed to cushion and protect the battery in the event of an accident. Onboard systems will automatically disconnect the high-voltage battery upon impact. If a battery fire does occur, the battery pack is designed to spread heat away from the cabin to protect occupants.

Nic Cruz Patane

74,333 次观看 • 8 个月前

Tesla should 1/ launch Robotaxis in every US state they legally can, with a human supervisor at first. Then 2/ undercut Uber, Lyft, and Waymo on price from day one (bc they can). Then, 3/ once regulations allow and the tech proves itself, remove the human, and flood the market with Cybercabs. Then 4/ drop the price even more. And then, 5/ own the entire US ride-hailing market. Elon Musk

Tesla should 1/ launch Robotaxis in every US state they legally can, with a human supervisor at first. Then 2/ undercut Uber, Lyft, and Waymo on price from day one (bc they can). Then, 3/ once regulations allow and the tech proves itself, remove the human, and flood the market with Cybercabs. Then 4/ drop the price even more. And then, 5/ own the entire US ride-hailing market. Elon Musk

Teslaconomics

82,176 次观看 • 1 年前

Believe it or not, a long time ago, elevators had human operators. Someone would stand there, pull a lever, and physically guide you to your floor. When the first button operated elevators came out, people were freaking out. “No one’s driving it?!”, “No way am I getting in that without a human!” they thought. But over time, the fear faded. Now, you press a button without a second thought, trusting the system completely. That’s exactly what will happen with Tesla Robotaxis in my honest opinion. At first, people will hesitate, unsure about a ride with no driver. But soon, it’ll feel just as normal as calling an elevator. You’ll enter a destination on your phone, a Tesla will arrive, and then you press a button on your phone, and it’ll take you safely to your destination. No human. No small talk. No steering wheel. No pedals. Just seamless, safe, stress-free travel. Remember, at times, the future feels scary, until one day it becomes second nature. Then you wonder how anyone ever lived without it and for how long people have been gambling with their lives driving a vehicle manually. And this time Tesla Robotaxis will be no different, except with this technology, you’ll be able to get driven autonomously anywhere, not just within a building.

Believe it or not, a long time ago, elevators had human operators. Someone would stand there, pull a lever, and physically guide you to your floor. When the first button operated elevators came out, people were freaking out. “No one’s driving it?!”, “No way am I getting in that without a human!” they thought. But over time, the fear faded. Now, you press a button without a second thought, trusting the system completely. That’s exactly what will happen with Tesla Robotaxis in my honest opinion. At first, people will hesitate, unsure about a ride with no driver. But soon, it’ll feel just as normal as calling an elevator. You’ll enter a destination on your phone, a Tesla will arrive, and then you press a button on your phone, and it’ll take you safely to your destination. No human. No small talk. No steering wheel. No pedals. Just seamless, safe, stress-free travel. Remember, at times, the future feels scary, until one day it becomes second nature. Then you wonder how anyone ever lived without it and for how long people have been gambling with their lives driving a vehicle manually. And this time Tesla Robotaxis will be no different, except with this technology, you’ll be able to get driven autonomously anywhere, not just within a building.

Teslaconomics

777,687 次观看 • 1 年前

So… with a show of hands, who’s buying the fuckin dip? 🙋🏻‍♂️ $TSLA keeps handing out opportunities to the ones who can see the forest through the trees. The market and short-term minded investors seem to be obsessing over one quarter, while I’m looking at where this company is going over the next 5-10 years. Bro… this is what I see: • Deliveries are up +25% YoY to a RECORD second quarter. • Revenue is up +26% YoY to $28.2B, pushing Tesla above $100B in trailing 12-month revenue for the FIRST TIME EVER. • FSD subscriptions up +56% YoY to 1.48 million, with a record 55%+ attach rate on new North American Tesla deliveries. • Energy storage deployments up 41% YoY, with Megapack demand continuing to grow. • Services revenue up 50% YoY, becoming a larger, higher-margin part of the Tesla’s business. • Robotaxis are now operating across seven major metros, with Cybercab production officially underway. • Optimus production lines are being installed this year. • And despite investing more aggressively than ever, Tesla still finished the quarter with $43.5 billion in cash. Sure, margins were under pressure. And yes, free cash flow was negative. But this is bc Tesla is spending $ billions building AI infrastructure, expanding factories, ramping Cybercab, Optimus, batteries, and compute. The Tesla team is investing to build and be the leader for the next decade. Always remember, the biggest returns rarely come from buying when everything feels safe… they come from buying when everyone seems to be shitting their pants, while the fundamentals remain intact. NFA, of course… it’s just my two cents from a nobody. But I’m bullish then ever on the future of Tesla.

So… with a show of hands, who’s buying the fuckin dip? 🙋🏻‍♂️ $TSLA keeps handing out opportunities to the ones who can see the forest through the trees. The market and short-term minded investors seem to be obsessing over one quarter, while I’m looking at where this company is going over the next 5-10 years. Bro… this is what I see: • Deliveries are up +25% YoY to a RECORD second quarter. • Revenue is up +26% YoY to $28.2B, pushing Tesla above $100B in trailing 12-month revenue for the FIRST TIME EVER. • FSD subscriptions up +56% YoY to 1.48 million, with a record 55%+ attach rate on new North American Tesla deliveries. • Energy storage deployments up 41% YoY, with Megapack demand continuing to grow. • Services revenue up 50% YoY, becoming a larger, higher-margin part of the Tesla’s business. • Robotaxis are now operating across seven major metros, with Cybercab production officially underway. • Optimus production lines are being installed this year. • And despite investing more aggressively than ever, Tesla still finished the quarter with $43.5 billion in cash. Sure, margins were under pressure. And yes, free cash flow was negative. But this is bc Tesla is spending $ billions building AI infrastructure, expanding factories, ramping Cybercab, Optimus, batteries, and compute. The Tesla team is investing to build and be the leader for the next decade. Always remember, the biggest returns rarely come from buying when everything feels safe… they come from buying when everyone seems to be shitting their pants, while the fundamentals remain intact. NFA, of course… it’s just my two cents from a nobody. But I’m bullish then ever on the future of Tesla.

Teslaconomics

27,632 次观看 • 1 个月前

From the outside it looks like a car, but on the inside, it’s the most intelligent real-world AI driving robot on wheels the world has ever seen

From the outside it looks like a car, but on the inside, it’s the most intelligent real-world AI driving robot on wheels the world has ever seen

Teslaconomics

31,339 次观看 • 5 个月前

One of my favorite things about Tesla FSD is seeing what it unlocks for my kids. Today my Cybertruck was driving itself down the highway while my 7-year-old turned the center console into his own little racetrack. Instead of asking, “Are we there yet?” he’s completely entertained, using his imagination, and making memories. One of the best things about technology is when it gives you more time to enjoy the people sitting next to you. Tesla FSD unlocks that.

One of my favorite things about Tesla FSD is seeing what it unlocks for my kids. Today my Cybertruck was driving itself down the highway while my 7-year-old turned the center console into his own little racetrack. Instead of asking, “Are we there yet?” he’s completely entertained, using his imagination, and making memories. One of the best things about technology is when it gives you more time to enjoy the people sitting next to you. Tesla FSD unlocks that.

Teslaconomics

22,899 次观看 • 2 个月前