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🚨 Is Wall Street Modeling Tesla Robotaxi Wrong? Cern Basher argues Robotaxi may need to be modeled with compounding growth, not a straight line. If paid miles keep growing at double-digit weekly rates, the bigger question could eventually shift from FSD demand to whether Tesla can build Cybercabs fast... show more

Herbert Ong

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25,560 Aufrufe • vor 1 Monat •via X (Twitter)

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The signs keep adding up! 👀 Tesla owners are now driving 26.7 million miles per day with FSD, according to Morgan Stanley. At the same time, Tesla is hiring AI safety operators and Robotaxi fleet supervisors. Jeff Lutz 🔋 believes these moves point to a larger Robotaxi rollout ahead! $TSLA

The signs keep adding up! 👀 Tesla owners are now driving 26.7 million miles per day with FSD, according to Morgan Stanley. At the same time, Tesla is hiring AI safety operators and Robotaxi fleet supervisors. Jeff Lutz 🔋 believes these moves point to a larger Robotaxi rollout ahead! $TSLA

Herbert Ong

19,830 Aufrufe • vor 3 Monaten

🚨 Tesla has expanded its unsupervised Robotaxi service area in Austin again. While the rollout may seem slow, CyberBull$ points out that scaling a Robotaxi network is about more than just adding cars. Tesla still needs to solve edge cases, improve pickups and parking, and build the operational support needed for a large fleet, including charging, cleaning, and maintenance. The good news? The service area is growing, hiring is increasing, and testing is expanding to more cities. It looks like Tesla is focused on getting it right before scaling fast. $TSLA -------------- Cyberbulls E194 The Bulls: Jeff Lutz Jeff Lutz 🔋 Alexandra Merz AleXandra Merz 🇺🇲 Cern Basher Cern Basher

🚨 Tesla has expanded its unsupervised Robotaxi service area in Austin again. While the rollout may seem slow, CyberBull$ points out that scaling a Robotaxi network is about more than just adding cars. Tesla still needs to solve edge cases, improve pickups and parking, and build the operational support needed for a large fleet, including charging, cleaning, and maintenance. The good news? The service area is growing, hiring is increasing, and testing is expanding to more cities. It looks like Tesla is focused on getting it right before scaling fast. $TSLA -------------- Cyberbulls E194 The Bulls: Jeff Lutz Jeff Lutz 🔋 Alexandra Merz AleXandra Merz 🇺🇲 Cern Basher Cern Basher

Herbert Ong

24,504 Aufrufe • vor 3 Monaten

🚨 Tesla may be telling us exactly what's coming next through its hiring! Cern Basher points out that Tesla currently has 36 Robotaxi job openings and 172 Optimus-related positions across engineering, manufacturing, testing, supply chain, and operations. The interesting part? These aren't the hiring plans of a company running experiments. They're the hiring plans of a company preparing to scale. From Robotaxi fleet operations to Optimus manufacturing, Tesla appears to be building the teams needed to turn both projects into real businesses. The question is: are investors paying enough attention to these signals? $TSLA

🚨 Tesla may be telling us exactly what's coming next through its hiring! Cern Basher points out that Tesla currently has 36 Robotaxi job openings and 172 Optimus-related positions across engineering, manufacturing, testing, supply chain, and operations. The interesting part? These aren't the hiring plans of a company running experiments. They're the hiring plans of a company preparing to scale. From Robotaxi fleet operations to Optimus manufacturing, Tesla appears to be building the teams needed to turn both projects into real businesses. The question is: are investors paying enough attention to these signals? $TSLA

Herbert Ong

42,919 Aufrufe • vor 2 Monaten

What if the biggest story for Tesla and SpaceX isn't Robotaxi anymore? Brian Wang nextbigfuture argues it could be AI! Tesla is growing FSD, Cybercab, Optimus, and its energy business, while SpaceX is quickly building an AI compute business with reported deals involving Anthropic, Google, and Reflection AI. If AI revenue grows faster than Robotaxi revenue, it could change how investors value both companies, and even affect how a future Tesla-SpaceX deal might be viewed! The question may no longer be who wins the Robotaxi race. It may be who builds the biggest AI business. 🔥 $TSLA $SPCX

What if the biggest story for Tesla and SpaceX isn't Robotaxi anymore? Brian Wang nextbigfuture argues it could be AI! Tesla is growing FSD, Cybercab, Optimus, and its energy business, while SpaceX is quickly building an AI compute business with reported deals involving Anthropic, Google, and Reflection AI. If AI revenue grows faster than Robotaxi revenue, it could change how investors value both companies, and even affect how a future Tesla-SpaceX deal might be viewed! The question may no longer be who wins the Robotaxi race. It may be who builds the biggest AI business. 🔥 $TSLA $SPCX

Herbert Ong

79,637 Aufrufe • vor 2 Monaten

🚨 Tesla may wait before letting Cybercabs carry public passengers at scale Even though Cybercabs are now being built at Giga Texas, Tesla still seems focused on growing the unsupervised Model Y fleet first! The idea is likely to collect more real-world Cybercab data internally before a bigger public launch. Hiring activity now points to possible Robotaxi expansion across 33 U.S. cities. Question is: when do we finally see large-scale public Cybercab rides? 👀 $TSLA

🚨 Tesla may wait before letting Cybercabs carry public passengers at scale Even though Cybercabs are now being built at Giga Texas, Tesla still seems focused on growing the unsupervised Model Y fleet first! The idea is likely to collect more real-world Cybercab data internally before a bigger public launch. Hiring activity now points to possible Robotaxi expansion across 33 U.S. cities. Question is: when do we finally see large-scale public Cybercab rides? 👀 $TSLA

Herbert Ong

69,834 Aufrufe • vor 3 Monaten

🚨 Tesla’s Robotaxi story keeps picking up speed! The first production Cybercab with no steering wheel or pedals is now testing in Austin, and Tesla has increased its registered Texas Robotaxi fleet to 102 Model Ys. FSD v14 Lite is also rolling out to early HW3 users, with strong early feedback despite AI3 having much less compute than AI4. On top of that, Lars Moravy has teased some “cool news” coming from Giga Texas. The rollout may not be happening as fast as many hoped, but the signs of scaling keep adding up. $TSLA ————————- Cyberbulls E198 The Bulls 🐂 Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

🚨 Tesla’s Robotaxi story keeps picking up speed! The first production Cybercab with no steering wheel or pedals is now testing in Austin, and Tesla has increased its registered Texas Robotaxi fleet to 102 Model Ys. FSD v14 Lite is also rolling out to early HW3 users, with strong early feedback despite AI3 having much less compute than AI4. On top of that, Lars Moravy has teased some “cool news” coming from Giga Texas. The rollout may not be happening as fast as many hoped, but the signs of scaling keep adding up. $TSLA ————————- Cyberbulls E198 The Bulls 🐂 Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

Herbert Ong

32,847 Aufrufe • vor 2 Monaten

🚨 A successful SpaceX IPO could become the biggest catalyst for $TSLA stock this year 👀 Larry Goldberg says Tesla may not need a fully scaled Robotaxi network for the stock to move higher, investors may just need to realize unsupervised Robotaxis are actually coming. A SpaceX IPO could also shift attention back to the bigger “Muskonomy” story and how Tesla + SpaceX may be more connected than most people think. 🚀

🚨 A successful SpaceX IPO could become the biggest catalyst for $TSLA stock this year 👀 Larry Goldberg says Tesla may not need a fully scaled Robotaxi network for the stock to move higher, investors may just need to realize unsupervised Robotaxis are actually coming. A SpaceX IPO could also shift attention back to the bigger “Muskonomy” story and how Tesla + SpaceX may be more connected than most people think. 🚀

Herbert Ong

48,526 Aufrufe • vor 3 Monaten

Update #2 One side of the hub used to be packed with Tesla inventory vehicles, but they’ve now been cleared out completely. As you can see, it’s now filled only with red and black Model Y Robotaxis and Cybercabs. Looks like Tesla is turning the entire lot into a dedicated Robotaxi operation hub. $TSLA Tesla Robotaxi

Update #2 One side of the hub used to be packed with Tesla inventory vehicles, but they’ve now been cleared out completely. As you can see, it’s now filled only with red and black Model Y Robotaxis and Cybercabs. Looks like Tesla is turning the entire lot into a dedicated Robotaxi operation hub. $TSLA Tesla Robotaxi

sladoc

121,717 Aufrufe • vor 3 Monaten

Tesla shared several new Robotaxi updates during its earnings call They say its fleet has now logged more than 380,000 driverless miles with zero notable incidents, FSD v15 is already running on Robotaxis, and Robotaxi miles are growing by more than 10% per week. Tesla also outlined a plan to expand beyond city-by-city launches toward statewide rollouts. Brian Wang nextbigfuture breaks down the latest updates. $TSLA

Tesla shared several new Robotaxi updates during its earnings call They say its fleet has now logged more than 380,000 driverless miles with zero notable incidents, FSD v15 is already running on Robotaxis, and Robotaxi miles are growing by more than 10% per week. Tesla also outlined a plan to expand beyond city-by-city launches toward statewide rollouts. Brian Wang nextbigfuture breaks down the latest updates. $TSLA

Herbert Ong

15,402 Aufrufe • vor 1 Monat

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

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 Aufrufe • vor 22 Tagen

🚨 Tesla’s Robotaxi rollout in Texas may be about to speed up fast! Brian Wang nextbigfuture and Cern Cern Basher think the unsupervised fleet could grow 10–20x in the next 60 days as more cars switch from supervised to fully driverless. Dallas and Houston are already running without safety monitors, while Austin keeps expanding hours and coverage. At this point, scaling may be more about deployment speed than the software itself. 👀 $TSLA

🚨 Tesla’s Robotaxi rollout in Texas may be about to speed up fast! Brian Wang nextbigfuture and Cern Cern Basher think the unsupervised fleet could grow 10–20x in the next 60 days as more cars switch from supervised to fully driverless. Dallas and Houston are already running without safety monitors, while Austin keeps expanding hours and coverage. At this point, scaling may be more about deployment speed than the software itself. 👀 $TSLA

Herbert Ong

42,159 Aufrufe • vor 3 Monaten

Is Tesla following the Amazon playbook? Amazon spent years sacrificing near-term profits while quietly building AWS, Prime, and a massive logistics advantage. Tesla may be making a similar bet with Robotaxi, FSD subscriptions, Energy, services, and Optimus. The interesting question isn't just whether autonomy works, it's whether Tesla can turn all of this into high-margin businesses the market isn't fully pricing yet. $TSLA $AMZN

Is Tesla following the Amazon playbook? Amazon spent years sacrificing near-term profits while quietly building AWS, Prime, and a massive logistics advantage. Tesla may be making a similar bet with Robotaxi, FSD subscriptions, Energy, services, and Optimus. The interesting question isn't just whether autonomy works, it's whether Tesla can turn all of this into high-margin businesses the market isn't fully pricing yet. $TSLA $AMZN

Herbert Ong

16,286 Aufrufe • vor 1 Monat

🚨 Tesla's next few months could be one of its busiest yet! Q2 deliveries are expected in early July, with Wall Street looking for around 400,000 vehicles and Goldman Sachs forecasting 420,000. But the bigger story goes beyond deliveries. Energy continues to become a bigger profit driver. Tesla FSD is expanding into more countries. Robotaxi is growing across Texas. And Optimus is moving closer to production, with a V3 reveal expected later this summer. People often focus on just one part of Tesla. The reality is there are five major businesses all moving forward at the same time. That's why the next few months could be so important for $TSLA.

🚨 Tesla's next few months could be one of its busiest yet! Q2 deliveries are expected in early July, with Wall Street looking for around 400,000 vehicles and Goldman Sachs forecasting 420,000. But the bigger story goes beyond deliveries. Energy continues to become a bigger profit driver. Tesla FSD is expanding into more countries. Robotaxi is growing across Texas. And Optimus is moving closer to production, with a V3 reveal expected later this summer. People often focus on just one part of Tesla. The reality is there are five major businesses all moving forward at the same time. That's why the next few months could be so important for $TSLA.

Herbert Ong

57,814 Aufrufe • vor 2 Monaten

the Tesla Tesla Robotaxi story is starting to get really real. Cybercab just entered production. Dallas & Houston just went live (unsupervised). 7 cities by end of June. In Q1, Tesla did ~1M paid Robotaxi miles, double Q4. That curve is just getting started. Yes, Elon's conference call comments had investors nervous about the pace of expansion. I get it. But zoom out. Brick by brick, Tesla is laying the foundation for one of the largest businesses ever built. More cities → more vehicles → more miles → more data → better FSD → repeat 🌱 The flywheel is just starting to spin. We might look back at this moment as the quiet before the exponential. What are your Robotaxi growth expectations now that the Cybercab has launched?? $TSLA ⚡️

the Tesla Tesla Robotaxi story is starting to get really real. Cybercab just entered production. Dallas & Houston just went live (unsupervised). 7 cities by end of June. In Q1, Tesla did ~1M paid Robotaxi miles, double Q4. That curve is just getting started. Yes, Elon's conference call comments had investors nervous about the pace of expansion. I get it. But zoom out. Brick by brick, Tesla is laying the foundation for one of the largest businesses ever built. More cities → more vehicles → more miles → more data → better FSD → repeat 🌱 The flywheel is just starting to spin. We might look back at this moment as the quiet before the exponential. What are your Robotaxi growth expectations now that the Cybercab has launched?? $TSLA ⚡️

Gali

39,308 Aufrufe • vor 4 Monaten

🇺🇸 TESLA TO DOUBLE AUSTIN ROBOTAXI FLEET NEXT MONTH AS DEMAND SURGES Tesla’s Robotaxi service in Austin is about to double. Elon said on X the city’s fleet will “roughly double next month” after complaints about long waits and constant “high service demand” alerts. The service, which launched in June with around 10 Model Ys running unsupervised FSD, now covers 245 square miles. Tesla aims for 500 cars in Austin and 1,000 in the Bay Area by year-end, moving closer to Elon’s goal of reaching half the U.S. population by December. Source: Sawyer Merit📈🚀 / Elon Musk Video: @alphabegreen

🇺🇸 TESLA TO DOUBLE AUSTIN ROBOTAXI FLEET NEXT MONTH AS DEMAND SURGES Tesla’s Robotaxi service in Austin is about to double. Elon said on X the city’s fleet will “roughly double next month” after complaints about long waits and constant “high service demand” alerts. The service, which launched in June with around 10 Model Ys running unsupervised FSD, now covers 245 square miles. Tesla aims for 500 cars in Austin and 1,000 in the Bay Area by year-end, moving closer to Elon’s goal of reaching half the U.S. population by December. Source: Sawyer Merit📈🚀 / Elon Musk Video: @alphabegreen

Mario Nawfal

1,008,117 Aufrufe • vor 9 Monaten

WeRobot: The BIGGEST $TSLA Event Since Model 3! 🚀 Insights from Cern Basher! • Tesla announces a big event on 10/10 called “WeRobot,” which Elon Musk says will be historic. • The event might show off different types of robots and robot taxis, not just Optimus. • Elon Musk hints that the event could mark a major tech shift, like the launch of the iPhone. • People are guessing that different robot designs, including bigger and smaller vehicles, could be showcased. • Tesla is focusing more on utility and safety for its Robotaxi vehicles instead of exterior design. • Tesla’s unbox method lets them build vehicle sides separately and assemble them, allowing for different designs without needing separate front and back parts. • The Robotaxi event might include live demos, participant rides, and a full app demo showing everything from ordering to completing a ride. • There’s speculation that the Robotaxi Network could start with supervised rides under a name like “Drive” before moving to fully autonomous rides. Tesla Elon Musk

WeRobot: The BIGGEST $TSLA Event Since Model 3! 🚀 Insights from Cern Basher! • Tesla announces a big event on 10/10 called “WeRobot,” which Elon Musk says will be historic. • The event might show off different types of robots and robot taxis, not just Optimus. • Elon Musk hints that the event could mark a major tech shift, like the launch of the iPhone. • People are guessing that different robot designs, including bigger and smaller vehicles, could be showcased. • Tesla is focusing more on utility and safety for its Robotaxi vehicles instead of exterior design. • Tesla’s unbox method lets them build vehicle sides separately and assemble them, allowing for different designs without needing separate front and back parts. • The Robotaxi event might include live demos, participant rides, and a full app demo showing everything from ordering to completing a ride. • There’s speculation that the Robotaxi Network could start with supervised rides under a name like “Drive” before moving to fully autonomous rides. Tesla Elon Musk

Herbert Ong

33,991 Aufrufe • vor 1 Jahr

Tesla's Q2 may have been more important than many people realize! Cern Basher says it wasn't just about beating delivery expectations with 480,126 vehicles. Tesla also deployed 13.5 GWh of energy storage, saw strong growth in China, and continued its recovery in Europe. The biggest takeaway? For the first time in a long time, several parts of Tesla's business appear to be improving at once, vehicles, Energy, FSD, Robotaxi, and Optimus. One strong quarter doesn't guarantee the future. But if this momentum continues, it could mark the beginning of Tesla's next growth cycle. $TSLA

Tesla's Q2 may have been more important than many people realize! Cern Basher says it wasn't just about beating delivery expectations with 480,126 vehicles. Tesla also deployed 13.5 GWh of energy storage, saw strong growth in China, and continued its recovery in Europe. The biggest takeaway? For the first time in a long time, several parts of Tesla's business appear to be improving at once, vehicles, Energy, FSD, Robotaxi, and Optimus. One strong quarter doesn't guarantee the future. But if this momentum continues, it could mark the beginning of Tesla's next growth cycle. $TSLA

Herbert Ong

41,303 Aufrufe • vor 2 Monaten

🚨 $SPCX IPO has put a real market value on Elon Musk's ability to execute! Now investors are asking: could Tesla be next? Tesla has already checked off several major 2026 milestones, including expanding unsupervised Robotaxi service, ramping Cybercab production, and growing FSD miles to new highs! Still ahead are some of Tesla's biggest catalysts: more Robotaxi cities, Optimus updates, international FSD approvals, and possibly even a Tesla-SpaceX merger. The most interesting part? Many of these goals no longer feel like distant promises. They're starting to look like a roadmap that's actively being completed. The second half of 2026 could be very interesting for $TSLA investors. 👀

🚨 $SPCX IPO has put a real market value on Elon Musk's ability to execute! Now investors are asking: could Tesla be next? Tesla has already checked off several major 2026 milestones, including expanding unsupervised Robotaxi service, ramping Cybercab production, and growing FSD miles to new highs! Still ahead are some of Tesla's biggest catalysts: more Robotaxi cities, Optimus updates, international FSD approvals, and possibly even a Tesla-SpaceX merger. The most interesting part? Many of these goals no longer feel like distant promises. They're starting to look like a roadmap that's actively being completed. The second half of 2026 could be very interesting for $TSLA investors. 👀

Herbert Ong

17,602 Aufrufe • vor 2 Monaten

Is Tesla really holding back Robotaxi, or is scaling just harder than it looks? There are already 200+ Cybercabs spotted in staging lots, including 100+ in Houston. But then you look at Nevada: 42 Cybercabs waiting, while the interim permit starts Tesla at just 10 autonomous vehicles on limited roads. Add pickup/drop-off issues, remote support, charging depots and the need for FSD v15 to improve those tricky “last 100 feet.” The Cybercabs are showing up. Getting the whole system ready to scale is the harder part. $TSLA

Is Tesla really holding back Robotaxi, or is scaling just harder than it looks? There are already 200+ Cybercabs spotted in staging lots, including 100+ in Houston. But then you look at Nevada: 42 Cybercabs waiting, while the interim permit starts Tesla at just 10 autonomous vehicles on limited roads. Add pickup/drop-off issues, remote support, charging depots and the need for FSD v15 to improve those tricky “last 100 feet.” The Cybercabs are showing up. Getting the whole system ready to scale is the harder part. $TSLA

Herbert Ong

41,581 Aufrufe • vor 18 Tagen