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🚨 NVIDIA Had CUDA. Is Tesla Building Its Own Inflection Point? NVIDIA spent years investing in CUDA before AI turned it into a massive advantage. Tesla has now traded sideways for about five years while spending heavily on FSD, Robotaxi, AI, energy, and Optimus. The comparison isn’t perfect, but... show more

Herbert Ong

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20,320 Aufrufe • vor 1 Monat •via X (Twitter)

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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

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 3 Monaten

If you're interested in Tesla Robotaxi, Tesla AI or Tesla FSD, then you ought to know about jimmah . He's probably the one person who's done the deepest public dives on Tesla FSD and Tesla AI over the years. In fact, over the past 4 years I've published 40+ videos (!) with James Douma on Tesla AI/FSD (they are all on a playlist on my YouTube channel). I first discovered James Douma a long time ago (maybe almost 8-10 years ago?) on a web forum called . Back then it was one of the only places for early Tesla owners and TSLA investors to discuss issues deeply. While I posted about investing topics, James posted about Tesla Autopilot and its hardware but in a way that was more thorough than anybody else. When I started posting YouTube videos years later, I invited him on my channel to hear his thoughts on Tesla Autopilot/FSD. It was a riveting discussion and I was surprised at how much I could learn from him. I invited him again for another interview on my channel, and once again I was floored by how much I was learning. So over the years, James has been a great resource for me (and many others) to keep pulse on what Tesla is doing with FSD and AI (and even robotics). He doesn't have his own YouTube channel. He doesn't have any paid services or subscriptions. He probably has mixed feelings about so many people knowing about him. But I appreciate his willingness over the years to be available and help the Tesla community by offering his insights and knowledge. Yesterday I spent most of the day with James taking Robotaxi rides and discussion all things Robotaxi: - current state of Robotaxi - quality of Robotaxi rides - possible scaling plans - challenges - comparison to Waymo and others - Tesla AI 5 - and much more Attached is a 2+ hour edited video of our Robotaxi rides and discussion. We also had an hour+ discussion on Optimus humanoid robots that I'll upload as a separate video tomorrow.

If you're interested in Tesla Robotaxi, Tesla AI or Tesla FSD, then you ought to know about jimmah . He's probably the one person who's done the deepest public dives on Tesla FSD and Tesla AI over the years. In fact, over the past 4 years I've published 40+ videos (!) with James Douma on Tesla AI/FSD (they are all on a playlist on my YouTube channel). I first discovered James Douma a long time ago (maybe almost 8-10 years ago?) on a web forum called . Back then it was one of the only places for early Tesla owners and TSLA investors to discuss issues deeply. While I posted about investing topics, James posted about Tesla Autopilot and its hardware but in a way that was more thorough than anybody else. When I started posting YouTube videos years later, I invited him on my channel to hear his thoughts on Tesla Autopilot/FSD. It was a riveting discussion and I was surprised at how much I could learn from him. I invited him again for another interview on my channel, and once again I was floored by how much I was learning. So over the years, James has been a great resource for me (and many others) to keep pulse on what Tesla is doing with FSD and AI (and even robotics). He doesn't have his own YouTube channel. He doesn't have any paid services or subscriptions. He probably has mixed feelings about so many people knowing about him. But I appreciate his willingness over the years to be available and help the Tesla community by offering his insights and knowledge. Yesterday I spent most of the day with James taking Robotaxi rides and discussion all things Robotaxi: - current state of Robotaxi - quality of Robotaxi rides - possible scaling plans - challenges - comparison to Waymo and others - Tesla AI 5 - and much more Attached is a 2+ hour edited video of our Robotaxi rides and discussion. We also had an hour+ discussion on Optimus humanoid robots that I'll upload as a separate video tomorrow.

Dave Lee

104,758 Aufrufe • vor 1 Jahr

🚨 If Tesla becomes a $10T+ company someday, there’s a good chance the story won’t just be about Elon Musk 👀 One name investors should know: Ashok Elluswamy. Ashok Elluswamy He leads Tesla’s AI efforts behind Robotaxi, FSD, and Optimus, three projects that could reshape the company’s future. The biggest advantage Tesla may have isn't just its cars. It may be the people building the AI behind them. $TSLA

🚨 If Tesla becomes a $10T+ company someday, there’s a good chance the story won’t just be about Elon Musk 👀 One name investors should know: Ashok Elluswamy. Ashok Elluswamy He leads Tesla’s AI efforts behind Robotaxi, FSD, and Optimus, three projects that could reshape the company’s future. The biggest advantage Tesla may have isn't just its cars. It may be the people building the AI behind them. $TSLA

Herbert Ong

119,187 Aufrufe • vor 3 Monaten

🚨 Tesla had a ridiculously busy week, and Robotaxi was probably the biggest story! Tesla crossed 1 million unsupervised Robotaxi miles, up from just 380K at the Q2 call, with roughly 200 vehicles now running across six U.S. cities. Cybercab pricing in Austin is already getting interesting too, with some rides coming in cheaper than Model Y Robotaxis and well below Uber. But it wasn’t all good news. An NHTSA audit around Cybercab certification helped knock $TSLA down about 6%. Meanwhile, Slovenia approved FSD, Europe has a bigger vote coming Oct. 6, Tesla is pushing quarter-end incentives in China, and there are fresh Optimus supply-chain rumors floating around. Robotaxi is scaling. FSD is expanding. Regulators are watching. And Tesla definitely isn’t giving investors a quiet September. 🔥

🚨 Tesla had a ridiculously busy week, and Robotaxi was probably the biggest story! Tesla crossed 1 million unsupervised Robotaxi miles, up from just 380K at the Q2 call, with roughly 200 vehicles now running across six U.S. cities. Cybercab pricing in Austin is already getting interesting too, with some rides coming in cheaper than Model Y Robotaxis and well below Uber. But it wasn’t all good news. An NHTSA audit around Cybercab certification helped knock $TSLA down about 6%. Meanwhile, Slovenia approved FSD, Europe has a bigger vote coming Oct. 6, Tesla is pushing quarter-end incentives in China, and there are fresh Optimus supply-chain rumors floating around. Robotaxi is scaling. FSD is expanding. Regulators are watching. And Tesla definitely isn’t giving investors a quiet September. 🔥

Herbert Ong

20,186 Aufrufe • vor 14 Tagen

Tesla Unsupervised Robotaxi in Austin 1. First time at night after 7:30 PM 2. Literally pulled over for cops 3. It lowered the cabin volume while it stopped for first cop and then continued waiting for second cop car 4. Slowly turned the music up back to original volume. Incredible!! Unsupervised FSD software is so perfect! Ignore my yelling out of excitement Tesla Robotaxi Eliot Gevers Tesla AI Tesla

Tesla Unsupervised Robotaxi in Austin 1. First time at night after 7:30 PM 2. Literally pulled over for cops 3. It lowered the cabin volume while it stopped for first cop and then continued waiting for second cop car 4. Slowly turned the music up back to original volume. Incredible!! Unsupervised FSD software is so perfect! Ignore my yelling out of excitement Tesla Robotaxi Eliot Gevers Tesla AI Tesla

📐_Cyber_Owl_🦉

28,294 Aufrufe • vor 1 Monat

🚨 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 3 Monaten

Ben Thompson explains how LLMs greatly diminished Nvidia's CUDA moat even as they sent the stock to the moon "So the weird thing about large language models is they were obviously incredible for Nvidia. That's why their stock went to the moon." "They have been on and off the most valuable company in the world." "It was also very bad for Nvidia. And the reason it was bad for Nvidia is that the play with CUDA is to build a developer ecosystem on top of CUDA." "But CUDA only works on Nvidia GPUs. So you get CUDA for free. It's easier to use, and it's a tremendous investment. Nvidia almost went under trying to build CUDA at a time when no one understood what they were doing or why they were wasting money on it." "And that's why Jensen Huang will get bristly, particularly when people question their rent-seeking or profit, whatever. It's like, no, they earned their spot fair and square." "Absolutely. It shouldn't be forgotten. They have earned every dollar they've gotten through 25 years of taking massive risks." "It bottomed out in October 2022. I wrote an article like three weeks before ChatGPT came out, tracing their bottoming-out history and their search for what was next." "'Nvidia in the Valley.' So, go back to this GTC. So I wrote an article at the time called 'Nvidia Waves and Moats'." "And what was interesting about that GTC was, number one, it was very boring. All the cool stuff kind of got scrubbed out." "Now, Jensen Huang has brought that stuff back, so the last few GTCs he's more talking about other things. Now it comes across as, oh, you're still looking for something beyond the LLM." "Because the problem with the LLM is it shifts the developer platform far above where Nvidia sits. All the activity is happening on top of LLMs. And so no one who's writing an AI application today is using CUDA." "Now, some people are, if you're training your own model and you're doing some low-level things or non-LLM things." "But the vast majority of the energy and all the money and the ecosystem is far removed from CUDA." "They have no idea and don't need to know or care what chips their application is running on. They're just on the OpenAI API, or the Anthropic API, or using Bedrock on Amazon, and it's sitting on Trainium, and they're using a Chinese open-source model. It's totally abstracted away, and this is why LLMs were bad for Nvidia." "Now, again, all the money they made along the way is worth it, but their moat has been tremendously diminished." "CUDA is still a moat if you need to do stuff that requires CUDA. But the vast majority of stuff, in energy, doesn't require CUDA, like in a post-LLM world."

Ben Thompson explains how LLMs greatly diminished Nvidia's CUDA moat even as they sent the stock to the moon "So the weird thing about large language models is they were obviously incredible for Nvidia. That's why their stock went to the moon." "They have been on and off the most valuable company in the world." "It was also very bad for Nvidia. And the reason it was bad for Nvidia is that the play with CUDA is to build a developer ecosystem on top of CUDA." "But CUDA only works on Nvidia GPUs. So you get CUDA for free. It's easier to use, and it's a tremendous investment. Nvidia almost went under trying to build CUDA at a time when no one understood what they were doing or why they were wasting money on it." "And that's why Jensen Huang will get bristly, particularly when people question their rent-seeking or profit, whatever. It's like, no, they earned their spot fair and square." "Absolutely. It shouldn't be forgotten. They have earned every dollar they've gotten through 25 years of taking massive risks." "It bottomed out in October 2022. I wrote an article like three weeks before ChatGPT came out, tracing their bottoming-out history and their search for what was next." "'Nvidia in the Valley.' So, go back to this GTC. So I wrote an article at the time called 'Nvidia Waves and Moats'." "And what was interesting about that GTC was, number one, it was very boring. All the cool stuff kind of got scrubbed out." "Now, Jensen Huang has brought that stuff back, so the last few GTCs he's more talking about other things. Now it comes across as, oh, you're still looking for something beyond the LLM." "Because the problem with the LLM is it shifts the developer platform far above where Nvidia sits. All the activity is happening on top of LLMs. And so no one who's writing an AI application today is using CUDA." "Now, some people are, if you're training your own model and you're doing some low-level things or non-LLM things." "But the vast majority of the energy and all the money and the ecosystem is far removed from CUDA." "They have no idea and don't need to know or care what chips their application is running on. They're just on the OpenAI API, or the Anthropic API, or using Bedrock on Amazon, and it's sitting on Trainium, and they're using a Chinese open-source model. It's totally abstracted away, and this is why LLMs were bad for Nvidia." "Now, again, all the money they made along the way is worth it, but their moat has been tremendously diminished." "CUDA is still a moat if you need to do stuff that requires CUDA. But the vast majority of stuff, in energy, doesn't require CUDA, like in a post-LLM world."

Fireside Alpha

12,980 Aufrufe • vor 1 Monat

Tesla FSD 14.1.2 was maneuvering around a steam pole while going through the intersection, but the light turned red before it could complete the turn. The car then automatically shifted into reverse and backed up - without running the red light or obstructing traffic. W Jordan Camina Tesla AI ΛI DRIVR Shimanto

Tesla FSD 14.1.2 was maneuvering around a steam pole while going through the intersection, but the light turned red before it could complete the turn. The car then automatically shifted into reverse and backed up - without running the red light or obstructing traffic. W Jordan Camina Tesla AI ΛI DRIVR Shimanto

🅰️nanto Mohammad

57,495 Aufrufe • vor 11 Monaten

Why is it so hard to catch Tesla and SpaceX? Because they're not relying on just one big advantage! They have reusable rockets, Starlink, millions of connected cars collecting AI data, a global Supercharger network, a fast-growing energy business, Robotaxis, Optimus, and AI infrastructure. Each one makes the others stronger. That doesn't mean they're unbeatable. Waymo is ahead in commercial robotaxis, Starship still has big milestones to hit, and Tesla still faces strong competition in energy storage and AI. But that's what makes this story so interesting. It's not about whether Tesla and SpaceX have risks, they do. It's about whether their combined advantages grow faster than those risks. $TSLA $SPCX

Why is it so hard to catch Tesla and SpaceX? Because they're not relying on just one big advantage! They have reusable rockets, Starlink, millions of connected cars collecting AI data, a global Supercharger network, a fast-growing energy business, Robotaxis, Optimus, and AI infrastructure. Each one makes the others stronger. That doesn't mean they're unbeatable. Waymo is ahead in commercial robotaxis, Starship still has big milestones to hit, and Tesla still faces strong competition in energy storage and AI. But that's what makes this story so interesting. It's not about whether Tesla and SpaceX have risks, they do. It's about whether their combined advantages grow faster than those risks. $TSLA $SPCX

Herbert Ong

22,265 Aufrufe • vor 3 Monaten

🚨 Tesla’s robot factory vs Big Tech spending Cern Basher highlights Tesla is turning its Model S/X line into a robot factory (~1M units) and planning a 10M-unit factory in Texas. He also says Tesla gets about $6–$9 in revenue for every $1 invested, while Big Tech keeps spending more on AI. Big idea: Tesla is spending now to grow humanoid bots and Robotaxis later. $TSLA

🚨 Tesla’s robot factory vs Big Tech spending Cern Basher highlights Tesla is turning its Model S/X line into a robot factory (~1M units) and planning a 10M-unit factory in Texas. He also says Tesla gets about $6–$9 in revenue for every $1 invested, while Big Tech keeps spending more on AI. Big idea: Tesla is spending now to grow humanoid bots and Robotaxis later. $TSLA

Herbert Ong

31,430 Aufrufe • vor 4 Monaten

It's been one year since Tesla launched Robotaxi! Jeff Lutz 🔋 pointed out that while the rollout hasn't been as fast as many hoped, the progress behind the scenes is pretty remarkable. Cybercabs are showing up in growing numbers at Giga Texas, some now carrying official "Cybercab" branding. Tesla is also testing passenger pickups and drop-offs in Austin, while a Tesla Semi with LIDAR equipment was spotted in public for the first time. On top of that, Lemonade expanded its FSD insurance discount program to a fourth state, and Tesla trademarked "Megapod" for what appears to be AI data center hardware. Taken separately, these are small updates. Put them together, and it feels like Tesla is quietly building an entire ecosystem around autonomy, AI, and transportation. 🚀 $TSLA

It's been one year since Tesla launched Robotaxi! Jeff Lutz 🔋 pointed out that while the rollout hasn't been as fast as many hoped, the progress behind the scenes is pretty remarkable. Cybercabs are showing up in growing numbers at Giga Texas, some now carrying official "Cybercab" branding. Tesla is also testing passenger pickups and drop-offs in Austin, while a Tesla Semi with LIDAR equipment was spotted in public for the first time. On top of that, Lemonade expanded its FSD insurance discount program to a fourth state, and Tesla trademarked "Megapod" for what appears to be AI data center hardware. Taken separately, these are small updates. Put them together, and it feels like Tesla is quietly building an entire ecosystem around autonomy, AI, and transportation. 🚀 $TSLA

Herbert Ong

18,765 Aufrufe • vor 3 Monaten

Tesla can be behind on its FSD goals and still be making solid progress. Those two things aren’t mutually exclusive. Jeff Lutz 🔋 thinks the hardware is mostly there. The real challenge now is software, cleaning up edge cases, improving the models, and seeing what the v15 architecture unlocks. Robotaxi miles also appear to be doubling every 5–8 weeks, while Tesla keeps deploying more hardware. So instead of judging FSD by every good or bad clip on X, the more interesting question is: where does it look 3–6 months from now? $TSLA

Tesla can be behind on its FSD goals and still be making solid progress. Those two things aren’t mutually exclusive. Jeff Lutz 🔋 thinks the hardware is mostly there. The real challenge now is software, cleaning up edge cases, improving the models, and seeing what the v15 architecture unlocks. Robotaxi miles also appear to be doubling every 5–8 weeks, while Tesla keeps deploying more hardware. So instead of judging FSD by every good or bad clip on X, the more interesting question is: where does it look 3–6 months from now? $TSLA

Herbert Ong

11,981 Aufrufe • vor 1 Monat

🚨 $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 3 Monaten

Most AI money is still going into models and data centers, but Jo Bhakdi thinks physical AI could be the next big story! Tesla has around 280 Optimus job openings vs. ~30 for Cybercab right now. He sees Robotaxi as the nearer-term catalyst, with Optimus potentially becoming a much bigger story over the next couple of years. At some point, the market will want to see real revenue. That’s when things could get interesting. $TSLA

Most AI money is still going into models and data centers, but Jo Bhakdi thinks physical AI could be the next big story! Tesla has around 280 Optimus job openings vs. ~30 for Cybercab right now. He sees Robotaxi as the nearer-term catalyst, with Optimus potentially becoming a much bigger story over the next couple of years. At some point, the market will want to see real revenue. That’s when things could get interesting. $TSLA

Herbert Ong

14,396 Aufrufe • vor 1 Monat

🚨 Is Tesla in a “Goldilocks Moment”? Jo Bhakdi thinks $TSLA has a pretty interesting setup heading into September! The stock is still well off its previous highs, sentiment seems to be improving, and Cybercab joining Robotaxi on Sept. 3 could give investors something new to focus on. Jo is playing the setup with options, mostly short puts, but he’s also keeping an eye on a possible “sell the news” reaction if the stock runs too much beforehand. His bigger point: the next 12 months could look very different for Tesla. But for now, Sept. 3 is the date to watch. 🚀

🚨 Is Tesla in a “Goldilocks Moment”? Jo Bhakdi thinks $TSLA has a pretty interesting setup heading into September! The stock is still well off its previous highs, sentiment seems to be improving, and Cybercab joining Robotaxi on Sept. 3 could give investors something new to focus on. Jo is playing the setup with options, mostly short puts, but he’s also keeping an eye on a possible “sell the news” reaction if the stock runs too much beforehand. His bigger point: the next 12 months could look very different for Tesla. But for now, Sept. 3 is the date to watch. 🚀

Herbert Ong

24,276 Aufrufe • vor 1 Monat

One of the most interesting parts of our interview with Tesla VP Lars Moravy wasn't just about Optimus, it was why Tesla thinks it can win! Tesla VP Lars said Tesla's biggest advantages are manufacturing at scale, designing high-performance actuators, and using real-world AI trained on millions of hours of data. He also shared why Tesla started with a humanoid design. People naturally trust something that looks familiar, making it easier to introduce robots into everyday life before exploring other designs. It's a reminder that building a great robot isn't just about AI. It's also about engineering, manufacturing, and getting people to accept it. $TSLA Jeff Lutz 🔋

One of the most interesting parts of our interview with Tesla VP Lars Moravy wasn't just about Optimus, it was why Tesla thinks it can win! Tesla VP Lars said Tesla's biggest advantages are manufacturing at scale, designing high-performance actuators, and using real-world AI trained on millions of hours of data. He also shared why Tesla started with a humanoid design. People naturally trust something that looks familiar, making it easier to introduce robots into everyday life before exploring other designs. It's a reminder that building a great robot isn't just about AI. It's also about engineering, manufacturing, and getting people to accept it. $TSLA Jeff Lutz 🔋

Herbert Ong

95,309 Aufrufe • vor 2 Monaten

BILL ACKMAN SAYS UBER $UBER MAY BE CHEAPER THAN PEOPLE THINK BECAUSE INVESTORS FEAR TESLA $TSLA The core debate is whether Tesla robotaxis destroy Uber, or make the Uber platform even stronger: - Uber has become a verb, which signals a dominant position in mobility - The fear is that Tesla’s robotaxi network could take over autonomous mobility - The counterargument is that users may still prefer one trusted app to find the fastest and cheapest ride, whether it comes from Uber, Tesla, Waymo, or another provider Traders are still not fully buying the Tesla robotaxi threat to Uber, pricing only a 17% chance that Tesla launches robotaxis in California by December 31.

BILL ACKMAN SAYS UBER $UBER MAY BE CHEAPER THAN PEOPLE THINK BECAUSE INVESTORS FEAR TESLA $TSLA The core debate is whether Tesla robotaxis destroy Uber, or make the Uber platform even stronger: - Uber has become a verb, which signals a dominant position in mobility - The fear is that Tesla’s robotaxi network could take over autonomous mobility - The counterargument is that users may still prefer one trusted app to find the fastest and cheapest ride, whether it comes from Uber, Tesla, Waymo, or another provider Traders are still not fully buying the Tesla robotaxi threat to Uber, pricing only a 17% chance that Tesla launches robotaxis in California by December 31.

Ark Invest Tracker

35,547 Aufrufe • vor 25 Tagen

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 5 Monaten