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Morgan Stanley expects Tesla $TSLA to have roughly 1K fully self-driving robotaxis on the road next year. Here are the three robotaxi tailwinds they’re watching: 1. The inflection point is when Tesla removes safety monitors entirely and opens rides to the public. Every software update is pushing them closer...

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Shay Boloor

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100,902 Aufrufe • vor 9 Monaten •via X (Twitter)

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Elon Musk launches the new CYBERCab. It will be sold for just $30,000. The Tesla Cybercab is a new electric car made for ride-hailing, like a self-driving Uber. It carries two people and drives itself completely, so it has no steering wheel or pedals. Tesla plans to start making it in April 2026. The car has a sharp, futuristic look and opens with butterfly-style doors. Tesla says it will cost less than $30,000. Owners will be able to put their Cybercab on Tesla’s robotaxi network to earn money. This car is part of Tesla’s plan to make transportation cheaper and fully self-driving.
0:36

Elon Musk launches the new CYBERCab. It will be sold for just $30,000. The Tesla Cybercab is a new electric car made for ride-hailing, like a self-driving Uber. It carries two people and drives itself completely, so it has no steering wheel or pedals. Tesla plans to start making it in April 2026. The car has a sharp, futuristic look and opens with butterfly-style doors. Tesla says it will cost less than $30,000. Owners will be able to put their Cybercab on Tesla’s robotaxi network to earn money. This car is part of Tesla’s plan to make transportation cheaper and fully self-driving.

DAMI FOREIGN🥶

57,036 Aufrufe • vor 7 Monaten

TESLA OPENS ROBOTAXI APP WORLDWIDE AS DRIVERLESS ERA ACCELERATES Tesla has taken its next giant step toward a global autonomous future. The company expanded access to its Robotaxi app beyond North America, allowing users across Japan, Thailand, Hong Kong, South Korea, Australia, Taiwan, Macau, New Zealand, and Mexico to download the platform for the first time. Robotaxi, Tesla’s ride-hailing service powered by its Full Self-Driving technology, is already running pilot programs in Texas, California, and Arizona, with Miami, Houston, Las Vegas, Phoenix, and Dallas next in line. The vehicles have already logged over 550,000 autonomous miles, most from the Bay Area and Austin, and now Tesla is aiming to prove it can scale the system globally. Tesla’s focus is twofold: rapid expansion and full autonomy. The company is working to remove in car safety monitors, using new in cabin data systems to support passengers remotely instead of relying on human supervisors. If successful, Tesla will unlock a new transportation model where rides summon themselves and cars earn income while their owners sleep. The age of human drivers is ending, and Tesla’s Robotaxi network is steering the world straight into it. Source: TESLARATI Tesla
1:33

TESLA OPENS ROBOTAXI APP WORLDWIDE AS DRIVERLESS ERA ACCELERATES Tesla has taken its next giant step toward a global autonomous future. The company expanded access to its Robotaxi app beyond North America, allowing users across Japan, Thailand, Hong Kong, South Korea, Australia, Taiwan, Macau, New Zealand, and Mexico to download the platform for the first time. Robotaxi, Tesla’s ride-hailing service powered by its Full Self-Driving technology, is already running pilot programs in Texas, California, and Arizona, with Miami, Houston, Las Vegas, Phoenix, and Dallas next in line. The vehicles have already logged over 550,000 autonomous miles, most from the Bay Area and Austin, and now Tesla is aiming to prove it can scale the system globally. Tesla’s focus is twofold: rapid expansion and full autonomy. The company is working to remove in car safety monitors, using new in cabin data systems to support passengers remotely instead of relying on human supervisors. If successful, Tesla will unlock a new transportation model where rides summon themselves and cars earn income while their owners sleep. The age of human drivers is ending, and Tesla’s Robotaxi network is steering the world straight into it. Source: TESLARATI Tesla

Mario Nawfal

15,080 Aufrufe • vor 9 Monaten

Tesla’s Robotaxi fleet could start growing pretty quickly from here! Cern Basher is modeling what happens if autonomous miles keep growing around 17% every week. Based on Ashok’s update of roughly 145K miles in one week, that could mean around 137 cars averaging 150 miles a day. But here’s where it gets interesting: as the miles keep compounding, Tesla has to keep adding cars faster just to keep up. At 100 miles per car per day, Cern’s model gets to roughly 2,000–3,000 Robotaxis by year-end! Eventually, the problem might flip from “Can Tesla scale Robotaxi?” to “Can Tesla build Cybercabs fast enough?” $TSLA
4:08

Tesla’s Robotaxi fleet could start growing pretty quickly from here! Cern Basher is modeling what happens if autonomous miles keep growing around 17% every week. Based on Ashok’s update of roughly 145K miles in one week, that could mean around 137 cars averaging 150 miles a day. But here’s where it gets interesting: as the miles keep compounding, Tesla has to keep adding cars faster just to keep up. At 100 miles per car per day, Cern’s model gets to roughly 2,000–3,000 Robotaxis by year-end! Eventually, the problem might flip from “Can Tesla scale Robotaxi?” to “Can Tesla build Cybercabs fast enough?” $TSLA

Herbert Ong

25,333 Aufrufe • vor 16 Tagen

Biggest warning I’ll give Tesla shorts right now. This time, you’re probably not going to get fucked by some classic short squeeze. You’re going to get fucked by being wrong about what Tesla becomes next. Look at the latest short-interest tape. As of the Aug 14 settlement: • 69,196,896 $TSLA shares short • ~2.2% of the float • 2.15 days to cover • ~$23.7 BILLION worth of stock short And the important part is that… Short interest peaked at 79.1M shares on June 30. So roughly 12.5% of those shorts had already been covered by August 14. So no… I’m NOT sitting here telling you that shorts are trapped. That’s not my thesis. My thesis is actually much more dangerous for a long-term Tesla short. What if they’re simply wrong? Wrong about autonomy. Wrong about Robotaxi. Wrong about Cybercab. And ultimately wrong about what Tesla’s earnings power could look like if this scales. Bc I’ve now watched this story go from something people laughed at… to something I personally rode in. My first Tesla Robotaxi ride in Austin was on launch day, June 22, 2025. Then I came back for the Cybercab launch on September 3, 2026. And it changed the way I look at Tesla. Cybercab isn’t something with Elon standing on a stage telling you what might happen five years from now. You can literally hail one. Pay for a ride. Get inside. There’s no steering wheel. No accelerator. No brake pedal. And it takes paying passengers through real Austin streets. Tesla itself now describes Cybercab as a fully autonomous, purpose-built two-seater in its Robotaxi fleet. That matters... Bc Tesla is no longer trying to prove that Robotaxi can exist bc it does exist. The next question is whether Tesla can scale it safely, economically and fast enough. And THAT is where I think shorts are massively underestimating the company. As of the latest Texas registry data, Tesla has 437 authorized vehicles in Texas - 388 Model Ys/49 Cybercabs It shows how quickly the fleet Tesla is preparing for commercial autonomy is growing. Now zoom out a bit. Tesla already lists more than 125,000 units of installed annual Cybercab manufacturing capacity in Texas. This is INSTALLED capacity. And Tesla calls Cybercab the “workhorse” of its Robotaxi fleet. Tesla spent most of its history making $ by building a vehicle and selling it once. Robotaxi opens a completely different model. Build the vehicle once. Then potentially monetize that same asset again. and again. and again. every time somebody takes a ride. Instead of only asking: “How many cars can Tesla sell this quarter?” You start asking: “How many autonomous miles can Tesla sell every day?” That is a MASSIVE change in the business model. And Cybercab is built specifically for that job. Not around a driver. Around the rider. If Tesla can bring those pieces together at scale, it has the potential to build a transportation network where the machine itself replaces THE largest costs in traditional ride-hailing: the human driver. Then there’s the flywheel. More Cybercabs. More geographic coverage. Shorter wait times. More rides. Higher fleet utilization. More recurring revenue. More capital to deploy even more vehicles. Tesla itself has told investors it expects hardware profits over time to be joined by accelerating AI, software and fleet-based profits. Does Tesla still have to execute? Absolutely. Regulation matters. Safety matters. Utilization matters. Manufacturing ramp matters. The economics have to work at scale. Those are legitimate risks, and anyone pretending otherwise isn’t being serious. But the serious Tesla short thesis can’t just be: “Elon promised autonomy before.” An actual bear now has to explain why a steering-wheel-free vehicle that is already carrying paying passengers won’t scale into a meaningful business. Tesla shorts are still betting against a car company, but I bet Cybercab is about to prove they’re shorting a transportation network.
0:35

Biggest warning I’ll give Tesla shorts right now. This time, you’re probably not going to get fucked by some classic short squeeze. You’re going to get fucked by being wrong about what Tesla becomes next. Look at the latest short-interest tape. As of the Aug 14 settlement: • 69,196,896 $TSLA shares short • ~2.2% of the float • 2.15 days to cover • ~$23.7 BILLION worth of stock short And the important part is that… Short interest peaked at 79.1M shares on June 30. So roughly 12.5% of those shorts had already been covered by August 14. So no… I’m NOT sitting here telling you that shorts are trapped. That’s not my thesis. My thesis is actually much more dangerous for a long-term Tesla short. What if they’re simply wrong? Wrong about autonomy. Wrong about Robotaxi. Wrong about Cybercab. And ultimately wrong about what Tesla’s earnings power could look like if this scales. Bc I’ve now watched this story go from something people laughed at… to something I personally rode in. My first Tesla Robotaxi ride in Austin was on launch day, June 22, 2025. Then I came back for the Cybercab launch on September 3, 2026. And it changed the way I look at Tesla. Cybercab isn’t something with Elon standing on a stage telling you what might happen five years from now. You can literally hail one. Pay for a ride. Get inside. There’s no steering wheel. No accelerator. No brake pedal. And it takes paying passengers through real Austin streets. Tesla itself now describes Cybercab as a fully autonomous, purpose-built two-seater in its Robotaxi fleet. That matters... Bc Tesla is no longer trying to prove that Robotaxi can exist bc it does exist. The next question is whether Tesla can scale it safely, economically and fast enough. And THAT is where I think shorts are massively underestimating the company. As of the latest Texas registry data, Tesla has 437 authorized vehicles in Texas - 388 Model Ys/49 Cybercabs It shows how quickly the fleet Tesla is preparing for commercial autonomy is growing. Now zoom out a bit. Tesla already lists more than 125,000 units of installed annual Cybercab manufacturing capacity in Texas. This is INSTALLED capacity. And Tesla calls Cybercab the “workhorse” of its Robotaxi fleet. Tesla spent most of its history making $ by building a vehicle and selling it once. Robotaxi opens a completely different model. Build the vehicle once. Then potentially monetize that same asset again. and again. and again. every time somebody takes a ride. Instead of only asking: “How many cars can Tesla sell this quarter?” You start asking: “How many autonomous miles can Tesla sell every day?” That is a MASSIVE change in the business model. And Cybercab is built specifically for that job. Not around a driver. Around the rider. If Tesla can bring those pieces together at scale, it has the potential to build a transportation network where the machine itself replaces THE largest costs in traditional ride-hailing: the human driver. Then there’s the flywheel. More Cybercabs. More geographic coverage. Shorter wait times. More rides. Higher fleet utilization. More recurring revenue. More capital to deploy even more vehicles. Tesla itself has told investors it expects hardware profits over time to be joined by accelerating AI, software and fleet-based profits. Does Tesla still have to execute? Absolutely. Regulation matters. Safety matters. Utilization matters. Manufacturing ramp matters. The economics have to work at scale. Those are legitimate risks, and anyone pretending otherwise isn’t being serious. But the serious Tesla short thesis can’t just be: “Elon promised autonomy before.” An actual bear now has to explain why a steering-wheel-free vehicle that is already carrying paying passengers won’t scale into a meaningful business. Tesla shorts are still betting against a car company, but I bet Cybercab is about to prove they’re shorting a transportation network.

Teslaconomics

34,223 Aufrufe • vor 13 Tagen

🚨 Tesla’s biggest Robotaxi catalyst may not be Cybercab or regulation.. It could be FSD v15! The jump is huge: roughly 10B parameters vs. about 1B in v14. Elon and Ashok have both pointed to V15 as the key step before Tesla can really scale the fleet. Early v15 builds are already running in Robotaxis, and Ashok hinted the next major merge could help unlock 24/7 service. That’s the real unlock! More hours on the road → more rides → better economics → faster fleet growth. If v15 delivers, Robotaxi could move from a limited rollout to something much bigger very quickly. $TSLA
21:44

🚨 Tesla’s biggest Robotaxi catalyst may not be Cybercab or regulation.. It could be FSD v15! The jump is huge: roughly 10B parameters vs. about 1B in v14. Elon and Ashok have both pointed to V15 as the key step before Tesla can really scale the fleet. Early v15 builds are already running in Robotaxis, and Ashok hinted the next major merge could help unlock 24/7 service. That’s the real unlock! More hours on the road → more rides → better economics → faster fleet growth. If v15 delivers, Robotaxi could move from a limited rollout to something much bigger very quickly. $TSLA

Herbert Ong

45,428 Aufrufe • vor 1 Tag

ARK INVEST CROWNS 2026 "THE YEAR OF THE ROBOTAXI": TESLA SET TO DOMINATE ARK Invest's Cathie Wood is hyping 2026 as the breakout moment for autonomous rides, dropping in her New Year's message: "We've just been through one heck of a year for innovation. This will be considered the year of the Robotaxi. Waymo had been proceeding slowly, but Tesla started in Austin in June, and both Waymo and Tesla are proliferating pretty quickly now." She's betting big on the tech boom, with Tesla's Cybercab production kicking off in April. All while aiming for regulatory nods in Europe by February, and ARK forecasting robotaxis driving 88% of Tesla's value by 2029. Talk about a trillion-dollar shift from EVs. Source: Nic Cruz Patane, Cathie Wood, Tesla
0:31

ARK INVEST CROWNS 2026 "THE YEAR OF THE ROBOTAXI": TESLA SET TO DOMINATE ARK Invest's Cathie Wood is hyping 2026 as the breakout moment for autonomous rides, dropping in her New Year's message: "We've just been through one heck of a year for innovation. This will be considered the year of the Robotaxi. Waymo had been proceeding slowly, but Tesla started in Austin in June, and both Waymo and Tesla are proliferating pretty quickly now." She's betting big on the tech boom, with Tesla's Cybercab production kicking off in April. All while aiming for regulatory nods in Europe by February, and ARK forecasting robotaxis driving 88% of Tesla's value by 2029. Talk about a trillion-dollar shift from EVs. Source: Nic Cruz Patane, Cathie Wood, Tesla

Mario Nawfal

29,316 Aufrufe • vor 8 Monaten

No steering wheel. No pedals. No Driver. Just tap Start Ride. This is a full Tesla Cybercab drive in Austin — Tesla’s purpose-built two-seater robotaxi with no manual controls. No walkaround. Just the ride. Once both people are in, the butterfly doors close, you hit Start Ride on the 21-inch screen, and the car takes over. Early rides keep landing on the same thing: quiet, soft, and almost boring. It pulls away smoothly, handles speed bumps without drama, and mostly disappears into the background. Which is exactly what you want from a driverless taxi. The cabin feels more like a lounge than a car. The bench slides and reclines, the legroom is bigger than the body looks, and the whole trip runs off that center screen plus climate and seat controls. Starlink is built in for video, games, and entertainment while the car handles the road. Cybercab is Tesla’s first vehicle designed only for unsupervised autonomy. Model Y robotaxis already carried paying riders. This is the car built around that software. Elon Musk Tesla Robotaxi Tesla AI Eric Ashok Elluswamy Video shot on Insta360 Luna Ultra
23:41

No steering wheel. No pedals. No Driver. Just tap Start Ride. This is a full Tesla Cybercab drive in Austin — Tesla’s purpose-built two-seater robotaxi with no manual controls. No walkaround. Just the ride. Once both people are in, the butterfly doors close, you hit Start Ride on the 21-inch screen, and the car takes over. Early rides keep landing on the same thing: quiet, soft, and almost boring. It pulls away smoothly, handles speed bumps without drama, and mostly disappears into the background. Which is exactly what you want from a driverless taxi. The cabin feels more like a lounge than a car. The bench slides and reclines, the legroom is bigger than the body looks, and the whole trip runs off that center screen plus climate and seat controls. Starlink is built in for video, games, and entertainment while the car handles the road. Cybercab is Tesla’s first vehicle designed only for unsupervised autonomy. Model Y robotaxis already carried paying riders. This is the car built around that software. Elon Musk Tesla Robotaxi Tesla AI Eric Ashok Elluswamy Video shot on Insta360 Luna Ultra

Tesla Owners Silicon Valley

23,396 Aufrufe • vor 16 Tagen

🚨 There’s been a lot of noise around Cybercab and NHTSA, but Cern Basher thinks the situation is being way overcomplicated! His point is that Tesla has been talking with regulators and sharing data from day one. Cybercab was built specifically for autonomy, no steering wheel, no pedals, and Tesla’s position is that it doesn’t need the 2,500-vehicle exemption people keep talking about. Then there’s the economics. Cern points to estimates of around $18K per Cybercab vs. $125K for a Waymo vehicle. And if Cybercab can really handle 500K miles, that cost gap starts looking even more interesting. $TSLA
4:46

🚨 There’s been a lot of noise around Cybercab and NHTSA, but Cern Basher thinks the situation is being way overcomplicated! His point is that Tesla has been talking with regulators and sharing data from day one. Cybercab was built specifically for autonomy, no steering wheel, no pedals, and Tesla’s position is that it doesn’t need the 2,500-vehicle exemption people keep talking about. Then there’s the economics. Cern points to estimates of around $18K per Cybercab vs. $125K for a Waymo vehicle. And if Cybercab can really handle 500K miles, that cost gap starts looking even more interesting. $TSLA

Herbert Ong

16,935 Aufrufe • vor 16 Tagen

Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.
0:28

Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.

Teslaconomics

34,323 Aufrufe • vor 2 Monaten

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.
0:21

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 Aufrufe • vor 8 Monaten

GOOD NEWS 🚨 DAN IVES PREDICTS TESLA WILL OWN '80%' OF ROBOTAXI MARKET — SAYS $TSLA IN HIS TOP 5 LIST FOR 2026 🆙 Ives is doubling down on Tesla as one of his top conviction picks for 2026, insisting that investors need to stop viewing it as a "car story" and start treating it as a robotics and AI play. He sees the stock fundamentally heading toward $1,000, with a current base case of $600 and a bull case of $800. According to Ives, this is a defining moment for Elon Musk—arguably his most important year ever—as the company fully commits to the AI path. He expects this pivot to unlock massive value, projecting a $2 trillion market cap over the coming year and a bull case where Tesla hits $3 trillion by the end of 2026. The real engine behind this growth is the Robotaxi network, which Ives views as integral to the company's future. He predicts Tesla will eventually corner 80% of the autonomous driving market. While he admits that competitors like Waymo have had a huge head start with "phenomenal technology," he argues that no one else can match the sheer scale and scope of Tesla's venture in the long run. To prove the concept is working, Ives is looking for Tesla to hit a specific benchmark this year: launching Robotaxis in 30 cities to achieve critical scale, expanding beyond their initial start in Austin and moving into markets like California. When it comes to the speed of this rollout, Ives is fully supportive of Musk’s "brick by brick" strategy rather than a rushed launch. He emphasizes that because lives are at stake, safety has to take priority; it is far more important to expand the geospaced areas correctly than to just do it quickly. Ultimately, while he acknowledges Nvidia as the chip fueling the broader AI revolution, he sees Tesla standing apart as the dominant force in the physical autonomous world.
13:00

GOOD NEWS 🚨 DAN IVES PREDICTS TESLA WILL OWN '80%' OF ROBOTAXI MARKET — SAYS $TSLA IN HIS TOP 5 LIST FOR 2026 🆙 Ives is doubling down on Tesla as one of his top conviction picks for 2026, insisting that investors need to stop viewing it as a "car story" and start treating it as a robotics and AI play. He sees the stock fundamentally heading toward $1,000, with a current base case of $600 and a bull case of $800. According to Ives, this is a defining moment for Elon Musk—arguably his most important year ever—as the company fully commits to the AI path. He expects this pivot to unlock massive value, projecting a $2 trillion market cap over the coming year and a bull case where Tesla hits $3 trillion by the end of 2026. The real engine behind this growth is the Robotaxi network, which Ives views as integral to the company's future. He predicts Tesla will eventually corner 80% of the autonomous driving market. While he admits that competitors like Waymo have had a huge head start with "phenomenal technology," he argues that no one else can match the sheer scale and scope of Tesla's venture in the long run. To prove the concept is working, Ives is looking for Tesla to hit a specific benchmark this year: launching Robotaxis in 30 cities to achieve critical scale, expanding beyond their initial start in Austin and moving into markets like California. When it comes to the speed of this rollout, Ives is fully supportive of Musk’s "brick by brick" strategy rather than a rushed launch. He emphasizes that because lives are at stake, safety has to take priority; it is far more important to expand the geospaced areas correctly than to just do it quickly. Ultimately, while he acknowledges Nvidia as the chip fueling the broader AI revolution, he sees Tesla standing apart as the dominant force in the physical autonomous world.

Ming

29,004 Aufrufe • vor 8 Monaten

Cybercab wasn’t built like a Model Y with the wheel deleted. It’s Tesla’s first autonomous-first vehicle — no steering wheel, no pedals — and the most integrated product they’ve ever made across engineering, software, manufacturing, legal, policy, service, and infrastructure. Lead vehicle engineer Eric (Eric) on what that forced: •⁠ ⁠Chase every loss — rolling resistance, aero, low-voltage drain, how the fleet actually drives and charges •⁠ ⁠Two seats on purpose — cut what you don’t need for an awesome autonomous ride •⁠ ⁠Unbox manufacturing — break the 100-year assembly-line rules so volume and cost actually work •⁠ ⁠~6 miles per kWh efficiency target — and they say the foundation is good enough to beat it Elon set the bar: “Elon’s algorithm works. You have to simplify before you can advance.” He told the team: half of everything. •⁠ ⁠Electricity endpoints — cut ~50% •⁠ ⁠Mass — down vs every prior Tesla •⁠ ⁠Part count — half •⁠ ⁠Factory space / cycle time — cut in half with Unbox Cost-per-mile is the product. Simplify first. Then scale.
8:21

Cybercab wasn’t built like a Model Y with the wheel deleted. It’s Tesla’s first autonomous-first vehicle — no steering wheel, no pedals — and the most integrated product they’ve ever made across engineering, software, manufacturing, legal, policy, service, and infrastructure. Lead vehicle engineer Eric (Eric) on what that forced: •⁠ ⁠Chase every loss — rolling resistance, aero, low-voltage drain, how the fleet actually drives and charges •⁠ ⁠Two seats on purpose — cut what you don’t need for an awesome autonomous ride •⁠ ⁠Unbox manufacturing — break the 100-year assembly-line rules so volume and cost actually work •⁠ ⁠~6 miles per kWh efficiency target — and they say the foundation is good enough to beat it Elon set the bar: “Elon’s algorithm works. You have to simplify before you can advance.” He told the team: half of everything. •⁠ ⁠Electricity endpoints — cut ~50% •⁠ ⁠Mass — down vs every prior Tesla •⁠ ⁠Part count — half •⁠ ⁠Factory space / cycle time — cut in half with Unbox Cost-per-mile is the product. Simplify first. Then scale.

Tesla Owners Silicon Valley

53,480 Aufrufe • vor 15 Tagen

I just press a button… and my Tesla takes me to my destination. No stress, no constant steering, no thinking about every little turn. It just drives me safely there. And honestly, it’s hard to explain this feeling to someone who hasn’t experienced the latest software yet. It’s freakin 2026... If your car isn’t electric and can’t take you from parking lot to parking lot by itself, it's like using a flip phone with a keyboard… or riding a horse in this era. That might sound dramatic, but once you see what’s actually happening behind the scenes, it starts to make sense. When I activate Tesla’s Full Self-Driving, the car is doing far more than simple cruise control that other car companies show off... it's really funny when I see them advertise it tbh. My Tesla is literally watching the world around it with eight cameras that give it a full 360° view. All that video feeds into the onboard AI computer inside the car, which is constantly analyzing everything around it like cars, lanes, pedestrians, traffic lights, construction zones, and making decisions in real time. Tesla has millions of cars on the road, and every single one is helping train the system. Even when people are driving manually, the AI is running quietly in the background predicting what it would do in that situation. And when something unusual happens, a weird intersection, a sudden obstacle, an unexpected move from another driver, that short clip gets sent back to Tesla’s data systems. Engineers then use those clips to train the next version of the driving AI. And that updated AI then gets pushed back to every Tesla through a software update. So literally overnight, your car wakes up smarter. This is what we call the Tesla’s AI flywheel. The more cars on the road, the more data the system learns from. The more it learns, the better the driving gets. The better the driving gets, the more people use it. And that cycle just keeps spinning faster. At this point the fleet has driven billions of miles using FSD, which means the system has already experienced situations that no single human driver could ever see in a lifetime. That’s why when you press that button, the car is running a massive neural network that learned from millions of real drivers and billions of miles on real roads. And the result is something that honestly feels like the future. You literally just press a button… then you arrive at your destination. I really don't know how anyone in their right mind would choose anything other than a Tesla.
1:57

I just press a button… and my Tesla takes me to my destination. No stress, no constant steering, no thinking about every little turn. It just drives me safely there. And honestly, it’s hard to explain this feeling to someone who hasn’t experienced the latest software yet. It’s freakin 2026... If your car isn’t electric and can’t take you from parking lot to parking lot by itself, it's like using a flip phone with a keyboard… or riding a horse in this era. That might sound dramatic, but once you see what’s actually happening behind the scenes, it starts to make sense. When I activate Tesla’s Full Self-Driving, the car is doing far more than simple cruise control that other car companies show off... it's really funny when I see them advertise it tbh. My Tesla is literally watching the world around it with eight cameras that give it a full 360° view. All that video feeds into the onboard AI computer inside the car, which is constantly analyzing everything around it like cars, lanes, pedestrians, traffic lights, construction zones, and making decisions in real time. Tesla has millions of cars on the road, and every single one is helping train the system. Even when people are driving manually, the AI is running quietly in the background predicting what it would do in that situation. And when something unusual happens, a weird intersection, a sudden obstacle, an unexpected move from another driver, that short clip gets sent back to Tesla’s data systems. Engineers then use those clips to train the next version of the driving AI. And that updated AI then gets pushed back to every Tesla through a software update. So literally overnight, your car wakes up smarter. This is what we call the Tesla’s AI flywheel. The more cars on the road, the more data the system learns from. The more it learns, the better the driving gets. The better the driving gets, the more people use it. And that cycle just keeps spinning faster. At this point the fleet has driven billions of miles using FSD, which means the system has already experienced situations that no single human driver could ever see in a lifetime. That’s why when you press that button, the car is running a massive neural network that learned from millions of real drivers and billions of miles on real roads. And the result is something that honestly feels like the future. You literally just press a button… then you arrive at your destination. I really don't know how anyone in their right mind would choose anything other than a Tesla.

Teslaconomics

19,059 Aufrufe • vor 6 Monaten

If insurance companies don’t adapt to Tesla FSD, they’re going to have a real problem. In 2024 at the Berkshire Hathaway shareholder meeting, Warren Buffett got asked, “Assuming Elon delivers on his fully autonomous driving goal. Elon said, if you’ve got at scale, a statistically significant amount of data that shows conclusively that the autonomous car has half the accident rate of a human driven car, I think that’s difficult to ignore. Assuming Elon succeeds in reducing accidents by 50% vs human drivers, wouldn’t auto insurance rates fall to reflect the reduced underwriting risks, thereby adversely impacting Geico’s revenues and float and perhaps margins, too?” His main response was, “Well, let’s just take the extreme example. Let’s say there are only going to be 3 accidents in the U.S. next year for some crazy reason… anything that reduces accidents is going to reduce costs… If accidents get reduced 50%, it’s going to be good for society and it’s going to be bad for insurance companies’ volume… but good for society is what we’re looking for.” I’ve followed Tesla closely for years and now the proof is impossible to ignore. Profiting from insurance is built on risk and FSD is systematically removing it. FSD has now crossed the data threshold that insurers can’t ignore. By 2026, Tesla FSD has logged over 10B+ real world miles from real human behavior, real streets, real weather, real chaos, and it’s materially more data than ANY company in the world has today. Tesla’s own safety reports show it clearly: • Human driven U.S. average: ~1M miles per accident • Tesla Autopilot: ~4.5M miles per accident • Tesla FSD engaged: ~7.5M miles per accident That’s a 7.5x safety improvement over human driving! If the risk is 7.5x lower, and your premiums you’re charging customers don’t change, something is wrong. Insurance pricing is supposed to reflect this risk. This is why today’s Lemonade announcement is a wake up call to insurance providers. When Lemonade announced it’s offering a 50% insurance discount when FSD is steering, they’re reacting to Tesla FSD data. Fewer crashes results in fewer payouts, period. This is what adaptive insurance looks like and thus why Tesla & Lemonade insurance has an advantage. They are adapting to real FSD data and real time risk, and adjusting the prices. All while traditional insurance companies are still using broad historical averages, falling behind and losing customers. Companies like GEICO, State Farm, and Allstate were built for a world where humans are driving, risk is random, and prices update slowly. I believe this era of insurance is ending. Even Warren admitted it in this video, saying cutting accidents in half is great for society, but BAD for insurance volume. Bc less risk means lower premiums and lower premiums mean less float and less float is the core of traditional insurance profits! If FSD adoption hits even 50% of Tesla’s fleet, I bet accident rates could drop 30-50% industry wide. That alone puts massive pressure on a ~$300B U.S. auto insurance market today. This is also why I believe Tesla insurance has a MAJOR advantage. Your premium is solely based on data. It uses real time vehicle telemetry, scores you based on actual driving behavior, and rewards your FSD usage directly and right away. In places like California, Tesla Insurance premiums for FSD users are already 20-30% cheaper than competitors. In some cases, safe drivers see up to 60% discounts. And in Texas, claims for FSD users are 40% lower than non-FSD drivers. The long term outcome is becoming obvious to me. Insurance companies that DO NOT adapt prices dynamically, use real time data, and recognize FSD’s safety advantage will most likely lose their best customers to companies that do. For Tesla owners, this is great news bc safer driving, esp using FSD will result in cheaper insurance, but for legacy insurers, this is an existential moment. You either adapt or risk getting left behind.
3:25

If insurance companies don’t adapt to Tesla FSD, they’re going to have a real problem. In 2024 at the Berkshire Hathaway shareholder meeting, Warren Buffett got asked, “Assuming Elon delivers on his fully autonomous driving goal. Elon said, if you’ve got at scale, a statistically significant amount of data that shows conclusively that the autonomous car has half the accident rate of a human driven car, I think that’s difficult to ignore. Assuming Elon succeeds in reducing accidents by 50% vs human drivers, wouldn’t auto insurance rates fall to reflect the reduced underwriting risks, thereby adversely impacting Geico’s revenues and float and perhaps margins, too?” His main response was, “Well, let’s just take the extreme example. Let’s say there are only going to be 3 accidents in the U.S. next year for some crazy reason… anything that reduces accidents is going to reduce costs… If accidents get reduced 50%, it’s going to be good for society and it’s going to be bad for insurance companies’ volume… but good for society is what we’re looking for.” I’ve followed Tesla closely for years and now the proof is impossible to ignore. Profiting from insurance is built on risk and FSD is systematically removing it. FSD has now crossed the data threshold that insurers can’t ignore. By 2026, Tesla FSD has logged over 10B+ real world miles from real human behavior, real streets, real weather, real chaos, and it’s materially more data than ANY company in the world has today. Tesla’s own safety reports show it clearly: • Human driven U.S. average: ~1M miles per accident • Tesla Autopilot: ~4.5M miles per accident • Tesla FSD engaged: ~7.5M miles per accident That’s a 7.5x safety improvement over human driving! If the risk is 7.5x lower, and your premiums you’re charging customers don’t change, something is wrong. Insurance pricing is supposed to reflect this risk. This is why today’s Lemonade announcement is a wake up call to insurance providers. When Lemonade announced it’s offering a 50% insurance discount when FSD is steering, they’re reacting to Tesla FSD data. Fewer crashes results in fewer payouts, period. This is what adaptive insurance looks like and thus why Tesla & Lemonade insurance has an advantage. They are adapting to real FSD data and real time risk, and adjusting the prices. All while traditional insurance companies are still using broad historical averages, falling behind and losing customers. Companies like GEICO, State Farm, and Allstate were built for a world where humans are driving, risk is random, and prices update slowly. I believe this era of insurance is ending. Even Warren admitted it in this video, saying cutting accidents in half is great for society, but BAD for insurance volume. Bc less risk means lower premiums and lower premiums mean less float and less float is the core of traditional insurance profits! If FSD adoption hits even 50% of Tesla’s fleet, I bet accident rates could drop 30-50% industry wide. That alone puts massive pressure on a ~$300B U.S. auto insurance market today. This is also why I believe Tesla insurance has a MAJOR advantage. Your premium is solely based on data. It uses real time vehicle telemetry, scores you based on actual driving behavior, and rewards your FSD usage directly and right away. In places like California, Tesla Insurance premiums for FSD users are already 20-30% cheaper than competitors. In some cases, safe drivers see up to 60% discounts. And in Texas, claims for FSD users are 40% lower than non-FSD drivers. The long term outcome is becoming obvious to me. Insurance companies that DO NOT adapt prices dynamically, use real time data, and recognize FSD’s safety advantage will most likely lose their best customers to companies that do. For Tesla owners, this is great news bc safer driving, esp using FSD will result in cheaper insurance, but for legacy insurers, this is an existential moment. You either adapt or risk getting left behind.

Teslaconomics

141,035 Aufrufe • vor 8 Monaten

A Tesla is the #1 safest vehicle on Earth and I would never let my kids and the people I love drive anything other than a Tesla. Independent safety agencies around the world all come to the same conclusion. Teslas consistently earn the highest possible safety ratings and even set records no other car has beaten. Many still may not believe this, but safety is the #1 priority behind every single design decision at Tesla. The Tesla Model 3 and Y both hold 5-star overall ratings from U.S. regulators in every category: frontal crash, side crash, and rollover protection. The Model 3 also holds the lowest probability of serious occupant injury ever recorded in government testing - 5.7%, compared to 7-15% for most sedans and SUVs. No other vehicle has ever surpassed that. In Europe, the results are just as strong. The Model Y earned 98% adult occupant protection, 89% child protection, and one of the highest active safety scores ever measured. Also, in the real world, using data collected from billions of miles driven, Tesla’s own safety reports show: • 1 crash every ~6.36 million miles when Autopilot or supervised FSD is active • 1 crash every ~3.85 million miles with standard active safety features • All while the U.S. average is 1 crash every ~670,000 miles! Bro… this means driving with Tesla’s safety systems is about 9x safer than the national average! This is not a coincidence. Teslas are designed for safety first from day one. 1/ The battery sits low in the floor, giving the car a low center of gravity and dramatically reduces rollover risk 2/ There are massive crumple zones to absorb energy before it reaches the cabin 3/ A rigid safety structure keeps the passenger space intact 4/ Cameras and AI software react faster than humans, cutting rear end crashes nearly in half 5/ On top of that, Teslas get safer over time with software updates continuously improving braking, pedestrian detection, and crash avoidance and more. People can debate their opinions on the internet all they want, but as a parent, all I care about are the facts and outcomes. And when something goes wrong, I want my family in the car with the lowest injury risk ever measured and the best real world safety record on the road. That’s why I choose Tesla. I don’t care about how it looks… even though I think they are the sexiest cars on the planet. I simply choose a Tesla for protection.
2:42

A Tesla is the #1 safest vehicle on Earth and I would never let my kids and the people I love drive anything other than a Tesla. Independent safety agencies around the world all come to the same conclusion. Teslas consistently earn the highest possible safety ratings and even set records no other car has beaten. Many still may not believe this, but safety is the #1 priority behind every single design decision at Tesla. The Tesla Model 3 and Y both hold 5-star overall ratings from U.S. regulators in every category: frontal crash, side crash, and rollover protection. The Model 3 also holds the lowest probability of serious occupant injury ever recorded in government testing - 5.7%, compared to 7-15% for most sedans and SUVs. No other vehicle has ever surpassed that. In Europe, the results are just as strong. The Model Y earned 98% adult occupant protection, 89% child protection, and one of the highest active safety scores ever measured. Also, in the real world, using data collected from billions of miles driven, Tesla’s own safety reports show: • 1 crash every ~6.36 million miles when Autopilot or supervised FSD is active • 1 crash every ~3.85 million miles with standard active safety features • All while the U.S. average is 1 crash every ~670,000 miles! Bro… this means driving with Tesla’s safety systems is about 9x safer than the national average! This is not a coincidence. Teslas are designed for safety first from day one. 1/ The battery sits low in the floor, giving the car a low center of gravity and dramatically reduces rollover risk 2/ There are massive crumple zones to absorb energy before it reaches the cabin 3/ A rigid safety structure keeps the passenger space intact 4/ Cameras and AI software react faster than humans, cutting rear end crashes nearly in half 5/ On top of that, Teslas get safer over time with software updates continuously improving braking, pedestrian detection, and crash avoidance and more. People can debate their opinions on the internet all they want, but as a parent, all I care about are the facts and outcomes. And when something goes wrong, I want my family in the car with the lowest injury risk ever measured and the best real world safety record on the road. That’s why I choose Tesla. I don’t care about how it looks… even though I think they are the sexiest cars on the planet. I simply choose a Tesla for protection.

Teslaconomics

14,952 Aufrufe • vor 8 Monaten

Bro… it’s 2026 and you’re still driving manually? I just press a button, and I don’t even remember how I got to my destination. If it was legal to do so, I’d be 100% comfortable closing my eyes and taking a nap the entire drive. It’s just the honest truth, I’m not hyping anything. Tesla FSD is really that good now. Tesla FSD has now driven more than 8 billion real world miles, including more than 3 billion city miles. In Tesla’s latest safety data, FSD logged about 1 major collision every 5.3 million miles, which Tesla says is about 7x fewer major collisions than the U.S. average. On top of this, Tesla FSD delivers 7x fewer minor collisions and 5x fewer off-highway collisions than the average. It’s significantly safer than anything out there. This AI system is learning from millions of Teslas out in the real world, not from geofenced areas, like literally anywhere a Tesla can drive. Tesla’s vehicles use 360 degree camera visibility, over-the-air updates, and has a neural net that keeps making the system smarter, safer, and better over time, for all Teslas. The FSD experience is so good now that manually driving already feels like the distant past. And once you’ve lived with what so many Tesla owners get to experience every day, going back to any other car feels almost impossible.
2:27

Bro… it’s 2026 and you’re still driving manually? I just press a button, and I don’t even remember how I got to my destination. If it was legal to do so, I’d be 100% comfortable closing my eyes and taking a nap the entire drive. It’s just the honest truth, I’m not hyping anything. Tesla FSD is really that good now. Tesla FSD has now driven more than 8 billion real world miles, including more than 3 billion city miles. In Tesla’s latest safety data, FSD logged about 1 major collision every 5.3 million miles, which Tesla says is about 7x fewer major collisions than the U.S. average. On top of this, Tesla FSD delivers 7x fewer minor collisions and 5x fewer off-highway collisions than the average. It’s significantly safer than anything out there. This AI system is learning from millions of Teslas out in the real world, not from geofenced areas, like literally anywhere a Tesla can drive. Tesla’s vehicles use 360 degree camera visibility, over-the-air updates, and has a neural net that keeps making the system smarter, safer, and better over time, for all Teslas. The FSD experience is so good now that manually driving already feels like the distant past. And once you’ve lived with what so many Tesla owners get to experience every day, going back to any other car feels almost impossible.

Teslaconomics

16,734 Aufrufe • vor 6 Monaten

🚨 Tesla has a lot happening at once, but one thing stands out: NHTSA is starting to write the rules self-driving cars actually need! The agency is working toward a federal standard that focuses on whether an autonomous car can drive safely, not whether it has traditional controls. At the same time, Tesla’s robotaxi fleet keeps growing, with 439 registered vehicles in Texas and roughly 300 estimated to be running driverless. And the calendar is stacked: Sept 24 → Semi factory inauguration Sept 28 → Starship Flight 14 Sept 30 → Tesla’s NHTSA response deadline Oct 1 → Roadster unveil Oct 6 → EU FSD vote Add in AI5, Starlink, insurance, and merger talk, and the next few weeks could be some of the busiest of the year for Tesla investors. $TSLA
24:45

🚨 Tesla has a lot happening at once, but one thing stands out: NHTSA is starting to write the rules self-driving cars actually need! The agency is working toward a federal standard that focuses on whether an autonomous car can drive safely, not whether it has traditional controls. At the same time, Tesla’s robotaxi fleet keeps growing, with 439 registered vehicles in Texas and roughly 300 estimated to be running driverless. And the calendar is stacked: Sept 24 → Semi factory inauguration Sept 28 → Starship Flight 14 Sept 30 → Tesla’s NHTSA response deadline Oct 1 → Roadster unveil Oct 6 → EU FSD vote Add in AI5, Starlink, insurance, and merger talk, and the next few weeks could be some of the busiest of the year for Tesla investors. $TSLA

Herbert Ong

13,407 Aufrufe • vor 3 Tagen

Tesla’s global fleet has now crossed 12 billion cumulative miles driven on FSD (Supervised) Tesla passed 10 billion miles in early May. Since then, owners have added another 2 billion miles in roughly just 75 days That is around: • 26 million miles per day • 1 billion miles every ~38 days • Nearly 1,000 miles every three seconds The scale continues to grow: • More markets are approving FSD (Supervised) • European customers are beginning to contribute meaningful mileage • Tesla’s global fleet continues to expand • Every mile gives Tesla greater exposure to real-world roads and driving conditions Tesla's latest safety reports vehicles using FSD (Supervised) experience: • 7x fewer major collisions • 7x fewer minor collisions • 5x fewer non-highway collisions Autonomy is scaling at an extraordinary pace Tesla’s real-world fleet advantage is becoming increasingly difficult for competitors to match
0:20

Tesla’s global fleet has now crossed 12 billion cumulative miles driven on FSD (Supervised) Tesla passed 10 billion miles in early May. Since then, owners have added another 2 billion miles in roughly just 75 days That is around: • 26 million miles per day • 1 billion miles every ~38 days • Nearly 1,000 miles every three seconds The scale continues to grow: • More markets are approving FSD (Supervised) • European customers are beginning to contribute meaningful mileage • Tesla’s global fleet continues to expand • Every mile gives Tesla greater exposure to real-world roads and driving conditions Tesla's latest safety reports vehicles using FSD (Supervised) experience: • 7x fewer major collisions • 7x fewer minor collisions • 5x fewer non-highway collisions Autonomy is scaling at an extraordinary pace Tesla’s real-world fleet advantage is becoming increasingly difficult for competitors to match

X Freeze

13,352 Aufrufe • vor 2 Monaten

Many people see Waymo and think they’re ahead of everyone in the autonomous driving race. After all, they’re giving out over 100,000 paid robotaxi rides a week across cities like San Francisco, Phoenix, and Los Angeles with a fleet of 700 vehicles, and on the surface, it could seem like they’re dominating. However, each Waymo costs $100,000 due to the complex, expensive hardware that’s in use. And due to this, they’re losing money on every single ride. For Waymo, scaling this business up means higher costs, and I don’t think it’s a sustainable model, even if the company keeps pouring $ into it. Now, look at Tesla. With a fleet closing in on 7 million vehicles worldwide, Tesla is playing a different game. Instead of relying on bulky, expensive hardware, Tesla uses a much simpler, more cost-effective approach, just 8 or 9 cameras and a powerful AI neural net. This AI, constantly learning from millions of real-world miles, means Tesla’s software gets smarter every day and can be scaled across the globe without needing new hardware for every car. So, while Waymo might seem like it’s leading the charge today, in my eyes, Tesla is quietly preparing to take over the entire field. They’ve created the foundation for something far bigger and is why I believe the true leader in Robotaxis will be Tesla, and I can’t wait for everyone to see it unfold on 10/10!
0:36

Many people see Waymo and think they’re ahead of everyone in the autonomous driving race. After all, they’re giving out over 100,000 paid robotaxi rides a week across cities like San Francisco, Phoenix, and Los Angeles with a fleet of 700 vehicles, and on the surface, it could seem like they’re dominating. However, each Waymo costs $100,000 due to the complex, expensive hardware that’s in use. And due to this, they’re losing money on every single ride. For Waymo, scaling this business up means higher costs, and I don’t think it’s a sustainable model, even if the company keeps pouring $ into it. Now, look at Tesla. With a fleet closing in on 7 million vehicles worldwide, Tesla is playing a different game. Instead of relying on bulky, expensive hardware, Tesla uses a much simpler, more cost-effective approach, just 8 or 9 cameras and a powerful AI neural net. This AI, constantly learning from millions of real-world miles, means Tesla’s software gets smarter every day and can be scaled across the globe without needing new hardware for every car. So, while Waymo might seem like it’s leading the charge today, in my eyes, Tesla is quietly preparing to take over the entire field. They’ve created the foundation for something far bigger and is why I believe the true leader in Robotaxis will be Tesla, and I can’t wait for everyone to see it unfold on 10/10!

Teslaconomics

473,915 Aufrufe • vor 2 Jahren

Elon Musk in a new interview this morning on Tesla FSD: "In terms of having self-driving be ubiquitous, I think we’re making steady progress. The Tesla Full Self-Driving software, which is really just AI and cameras, we don’t use radars or LIDAR or anything like that. It’s really trying to drive the car in the same way that a human drives the car, primarily with vision and with a biological neural net. We take the same approach with our vehicles, which is a digital neural net and cameras. I expect this approach to ultimately be at least an order of magnitude safer than humans driving. It is quite magical because the car feels like it is sentient. It actually feels like it’s alive and you can actually, as we improve the software, feel the sentience growing in the car. We already have some vehicles operating with no people inside with no safety monitors in three cities in Texas and probably will be widespread in the US by the end of this year and hopefully in Israel too" Tesla FSD is beginning to feel more and more sentient with each update, it’s incredible. All without the use of Radar or LiDAR. It’s all about the 🧠.
1:47

Elon Musk in a new interview this morning on Tesla FSD: "In terms of having self-driving be ubiquitous, I think we’re making steady progress. The Tesla Full Self-Driving software, which is really just AI and cameras, we don’t use radars or LIDAR or anything like that. It’s really trying to drive the car in the same way that a human drives the car, primarily with vision and with a biological neural net. We take the same approach with our vehicles, which is a digital neural net and cameras. I expect this approach to ultimately be at least an order of magnitude safer than humans driving. It is quite magical because the car feels like it is sentient. It actually feels like it’s alive and you can actually, as we improve the software, feel the sentience growing in the car. We already have some vehicles operating with no people inside with no safety monitors in three cities in Texas and probably will be widespread in the US by the end of this year and hopefully in Israel too" Tesla FSD is beginning to feel more and more sentient with each update, it’s incredible. All without the use of Radar or LiDAR. It’s all about the 🧠.

Nic Cruz Patane

104,268 Aufrufe • vor 4 Monaten