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Model S and Model X just created room for Tesla's next obsession. And what gets the floor space? Optimus. Think about that for a second. The company that built its name on cars is now prepping production lines capable of building millions of humanoid robots. When Tesla starts rearranging...

72,755 views • 2 months ago •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?

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11,308 views • 6 months ago