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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...

58,807 görüntüleme • 7 ay önce •via X (Twitter)

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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 görüntüleme • 6 ay önce

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

103,428 görüntüleme • 1 ay önce

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 görüntüleme • 4 ay önce

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 görüntüleme • 7 ay önce

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 görüntüleme • 22 gün önce