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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.... show more

Herbert Ong

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11,848 views • 10 days ago •via X (Twitter)

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

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

Herbert Ong

24,504 views • 2 months ago

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 views • 2 months ago

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

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

Herbert Ong

15,402 views • 1 month ago

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.

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 views • 5 months ago

🚨 Tesla FSD can be getting safer while still doing some weird things. Both can be true! Jeff points out that a small edge case, like lightly hitting a plastic object, might not sound like a big deal with one car. But when you’re trying to put thousands of Robotaxis on the road, those little mistakes start to matter a lot more. And it’s not just about safety. Public trust matters too! Maybe Tesla going slower now is exactly what it needs to go much faster later. $TSLA ----------------- Cyberbulls E205 🐂 The Bulls: Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

🚨 Tesla FSD can be getting safer while still doing some weird things. Both can be true! Jeff points out that a small edge case, like lightly hitting a plastic object, might not sound like a big deal with one car. But when you’re trying to put thousands of Robotaxis on the road, those little mistakes start to matter a lot more. And it’s not just about safety. Public trust matters too! Maybe Tesla going slower now is exactly what it needs to go much faster later. $TSLA ----------------- Cyberbulls E205 🐂 The Bulls: Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

Herbert Ong

17,674 views • 6 days ago

🚨 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 views • 1 day ago

Tesla Semi is starting to look a lot more practical for real fleets! FutureAzA points to Bali Express testing it for three weeks, with the biggest benefits showing up on traffic-heavy routes: no fuel burned while idling, cheaper depot charging, lower vibration, and potentially much lower operating costs. Tesla is already shipping Semis from Nevada every week. The real bottleneck now may be 4680 battery supply. If Tesla can unlock that, the Semi ramp could get a lot more interesting. $TSLA

Tesla Semi is starting to look a lot more practical for real fleets! FutureAzA points to Bali Express testing it for three weeks, with the biggest benefits showing up on traffic-heavy routes: no fuel burned while idling, cheaper depot charging, lower vibration, and potentially much lower operating costs. Tesla is already shipping Semis from Nevada every week. The real bottleneck now may be 4680 battery supply. If Tesla can unlock that, the Semi ramp could get a lot more interesting. $TSLA

Herbert Ong

27,848 views • 13 days ago

🚨 $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 views • 2 months ago

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

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

Herbert Ong

32,847 views • 1 month ago

🚨 Tesla just trademarked "Megapod" The filing describes it as modular hardware for AI computing, which has sparked a lot of speculation about what Tesla could be building next. Jeff Lutz 🔋 pointed out that this comes just months after Elon Musk talked about deploying millions of dedicated "Digital Optimus" units at Supercharger locations. If that's the direction Tesla is heading, Superchargers could eventually become more than charging stations. They could also serve as distributed AI hubs powered by Tesla batteries, compute hardware, and potentially even Starlink connectivity. Nothing is confirmed yet, but it's an interesting idea! Most people see a charging network. Tesla may see a future AI infrastructure network. 👀 $TSLA

🚨 Tesla just trademarked "Megapod" The filing describes it as modular hardware for AI computing, which has sparked a lot of speculation about what Tesla could be building next. Jeff Lutz 🔋 pointed out that this comes just months after Elon Musk talked about deploying millions of dedicated "Digital Optimus" units at Supercharger locations. If that's the direction Tesla is heading, Superchargers could eventually become more than charging stations. They could also serve as distributed AI hubs powered by Tesla batteries, compute hardware, and potentially even Starlink connectivity. Nothing is confirmed yet, but it's an interesting idea! Most people see a charging network. Tesla may see a future AI infrastructure network. 👀 $TSLA

Herbert Ong

22,462 views • 2 months ago

The best part of Tesla FSD is that it’s always improving. Here’s what’s coming: • Pothole Avoidance • Tesla is going to expand reasoning to all behaviors beyond destination handling. • Elon says an update is coming that gives the car the ability to learn and default to your preferred spots over time. You’ll also be able to select exact parking destinations. • Tesla is working on bringing voice controls to FSD in a couple of months. • V15 is expected sometime in late 2026 to early 2017. This will be the model with ~10B parameters (10x more than V14). The rate of improvement is only accelerating. Ultimately, the end goal is Unsupervised FSD in customer cars. Tesla says when it does rollout, it will happen gradually in approved geographies, which make sense.

The best part of Tesla FSD is that it’s always improving. Here’s what’s coming: • Pothole Avoidance • Tesla is going to expand reasoning to all behaviors beyond destination handling. • Elon says an update is coming that gives the car the ability to learn and default to your preferred spots over time. You’ll also be able to select exact parking destinations. • Tesla is working on bringing voice controls to FSD in a couple of months. • V15 is expected sometime in late 2026 to early 2017. This will be the model with ~10B parameters (10x more than V14). The rate of improvement is only accelerating. Ultimately, the end goal is Unsupervised FSD in customer cars. Tesla says when it does rollout, it will happen gradually in approved geographies, which make sense.

Nic Cruz Patane

43,813 views • 1 month ago

🚨 Tesla’s Cybercab testing is starting to get pretty interesting! Jeff Lutz 🔋 points to a Cybercab spotted with what looks like Starlink built directly into the car, while other test units are still using removable steering wheels to rack up FSD miles. There’s even speculation that around 2,000 Cybercabs could already be testing across dozens of US cities! Feels like Tesla is quietly testing a lot more than just the car itself 👀 $TSLA

🚨 Tesla’s Cybercab testing is starting to get pretty interesting! Jeff Lutz 🔋 points to a Cybercab spotted with what looks like Starlink built directly into the car, while other test units are still using removable steering wheels to rack up FSD miles. There’s even speculation that around 2,000 Cybercabs could already be testing across dozens of US cities! Feels like Tesla is quietly testing a lot more than just the car itself 👀 $TSLA

Herbert Ong

17,567 views • 17 days ago

Whenever I tell people when you buy a Tesla, make sure you eat the cost and buy FSD outright, a majority of people always tell me “FSD is too expensive at $8,000,” without actually looking at the data and numbers behind the true value of FSD. Well, I did. Back in 2019, Elon explained the Robotaxi economics very clearly. “What would be the probable gross profit from a single Robotaxi? We think probably something on the order of $30,000 per year.” BTW, this number also came from conservative assumptions. • ~90,000 miles per year • ~50% utilization (half the miles are non-revenue) • Operating cost around $0.18 per mile (fyi, gas cars are closer to $0.60!) • Tesla takes 25-30% of the revenue • Robotaxi designed to last ~1 million miles So after costs, after Tesla’s cut, and after conservative usage, the estimate still came out to $30,000 per year from a single Robotaxi. So let me do the simple math for you. If a Robotaxi generates $30,000 per year, and you assume just 10 years of useful Robotaxi life, even though the car is going to be designed for more: 1/ $30,000 × 10 years = $300,000 Now, let’s cut that number by 50% for uncertainty, downtime, or slower rollout… I’m being conservative here. 2/ $300,000 ÷ 2 = $150,000 That means the FSD value is NOT $8,000. It’s six figures! This is why every Tesla owner should buy FSD outright right now! And is also the reason why Tesla is ending this option in February imo. You see, this is what happens when you see FSD as an income generating business, instead of just a feature. FSD is SIGNIFICANTLY undervalued. And whenever I tell people that I’m going to be the biggest Tesla Robotaxi fleet operator one day and show the world how much $ I’m making for each Robotaxi in operation, they all still laugh at me in disbelief. (I hope Elon and Tesla will let me be one of the first owners when the time comes… 🤞) But I also know that people always doubted me my whole life… until things actually became real. That’s why I’ve never seen my Tesla as just a car that depreciates like other non-Teslas. It’s the exact opposite. And one day, when these cars are driving themselves and generating $ income for me while I’m sleeping, all of the doubters will become silent. Mark my words.

Whenever I tell people when you buy a Tesla, make sure you eat the cost and buy FSD outright, a majority of people always tell me “FSD is too expensive at $8,000,” without actually looking at the data and numbers behind the true value of FSD. Well, I did. Back in 2019, Elon explained the Robotaxi economics very clearly. “What would be the probable gross profit from a single Robotaxi? We think probably something on the order of $30,000 per year.” BTW, this number also came from conservative assumptions. • ~90,000 miles per year • ~50% utilization (half the miles are non-revenue) • Operating cost around $0.18 per mile (fyi, gas cars are closer to $0.60!) • Tesla takes 25-30% of the revenue • Robotaxi designed to last ~1 million miles So after costs, after Tesla’s cut, and after conservative usage, the estimate still came out to $30,000 per year from a single Robotaxi. So let me do the simple math for you. If a Robotaxi generates $30,000 per year, and you assume just 10 years of useful Robotaxi life, even though the car is going to be designed for more: 1/ $30,000 × 10 years = $300,000 Now, let’s cut that number by 50% for uncertainty, downtime, or slower rollout… I’m being conservative here. 2/ $300,000 ÷ 2 = $150,000 That means the FSD value is NOT $8,000. It’s six figures! This is why every Tesla owner should buy FSD outright right now! And is also the reason why Tesla is ending this option in February imo. You see, this is what happens when you see FSD as an income generating business, instead of just a feature. FSD is SIGNIFICANTLY undervalued. And whenever I tell people that I’m going to be the biggest Tesla Robotaxi fleet operator one day and show the world how much $ I’m making for each Robotaxi in operation, they all still laugh at me in disbelief. (I hope Elon and Tesla will let me be one of the first owners when the time comes… 🤞) But I also know that people always doubted me my whole life… until things actually became real. That’s why I’ve never seen my Tesla as just a car that depreciates like other non-Teslas. It’s the exact opposite. And one day, when these cars are driving themselves and generating $ income for me while I’m sleeping, all of the doubters will become silent. Mark my words.

Teslaconomics

112,667 views • 7 months ago

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 views • 1 year ago

It’s a bummer… but it was a MAJOR update from Tesla’s Q1 2026 earnings call today with Elon confirming that Hardware 3 will not be able to achieve Unsupervised FSD. “Unfortunately, Hardware 3, I wish it were otherwise, but Hardware 3 simply does not have the capabilities to achieve Unsupervised FSD. You know, we did think at one point it would have that, but relative to hardware, it has only 1/8 of the memory bandwidth of Hardware 4, and memory bandwidth is one of the key elements needed for Unsupervised FSD.” Tesla plans to fix it for customers who bought FSD by: A) Discounted trade-in toward a vehicle with full Hardware 4 OR B) Direct upgrade by replacing the HW3 computer and the cameras to bring the car to HW4 spec To make upgrades fast and scalable, Elon also told us that: “…we’re going to have to set up like, kind of microfactories or small factories in major metropolitan areas… So we basically need like many production lines to make the change.” He also said over time it makes sense to convert all HW3 cars to HW4 bc this is what will enable them to enter the Robotaxi fleet and have Unsupervised FSD. Sorry for HW3 Tesla owners… but thanks for the update Elon.

It’s a bummer… but it was a MAJOR update from Tesla’s Q1 2026 earnings call today with Elon confirming that Hardware 3 will not be able to achieve Unsupervised FSD. “Unfortunately, Hardware 3, I wish it were otherwise, but Hardware 3 simply does not have the capabilities to achieve Unsupervised FSD. You know, we did think at one point it would have that, but relative to hardware, it has only 1/8 of the memory bandwidth of Hardware 4, and memory bandwidth is one of the key elements needed for Unsupervised FSD.” Tesla plans to fix it for customers who bought FSD by: A) Discounted trade-in toward a vehicle with full Hardware 4 OR B) Direct upgrade by replacing the HW3 computer and the cameras to bring the car to HW4 spec To make upgrades fast and scalable, Elon also told us that: “…we’re going to have to set up like, kind of microfactories or small factories in major metropolitan areas… So we basically need like many production lines to make the change.” He also said over time it makes sense to convert all HW3 cars to HW4 bc this is what will enable them to enter the Robotaxi fleet and have Unsupervised FSD. Sorry for HW3 Tesla owners… but thanks for the update Elon.

Teslaconomics

89,315 views • 4 months ago

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!

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 views • 1 year ago

Jeff Lutz Jeff Lutz 🔋: Tesla just staged hundreds of CyberCabs far from its factory. That is the tell. Jeff is the panel's supply chain expert and interviewed Tesla VP Lars Moravy on June 26. His logic: repair and rework cost the most when a car sits far from where it was built, so Tesla would keep units in Texas if launch were not close. The Information mapped 31 deployment locations across Texas, Florida and California, and Tesla is hiring across 23 states. Deploying hundreds per city, not two to five, only makes sense weeks out from commercial launch. Jeff expects bigger launch news within a week or two. Cathie Wood Cathie Wood has made the same case for years, that robotaxi is the entire Tesla investment thesis. If you hold Tesla, commercial CyberCab launch is the catalyst that reprices the stock. Once 100 units run unsupervised, the fleet scales fast. Hear Jeff's imminent-launch read (17:31): Source: InvestAnswers -

Jeff Lutz Jeff Lutz 🔋: Tesla just staged hundreds of CyberCabs far from its factory. That is the tell. Jeff is the panel's supply chain expert and interviewed Tesla VP Lars Moravy on June 26. His logic: repair and rework cost the most when a car sits far from where it was built, so Tesla would keep units in Texas if launch were not close. The Information mapped 31 deployment locations across Texas, Florida and California, and Tesla is hiring across 23 states. Deploying hundreds per city, not two to five, only makes sense weeks out from commercial launch. Jeff expects bigger launch news within a week or two. Cathie Wood Cathie Wood has made the same case for years, that robotaxi is the entire Tesla investment thesis. If you hold Tesla, commercial CyberCab launch is the catalyst that reprices the stock. Once 100 units run unsupervised, the fleet scales fast. Hear Jeff's imminent-launch read (17:31): Source: InvestAnswers -

Podcast Alpha

18,147 views • 1 month ago

🇺🇸 Tesla has published new safety data for FSD Supervised, and the methodology is worth a look as much as the numbers. FSD has now covered over 12.6 billion miles, with nearly 4.9 billion of those driven in cities, where the hazards are densest. With FSD engaged, Tesla reports 7 times fewer major collisions, 7 times fewer minor collisions, and 5 times fewer off-highway collisions. What makes that interesting is how strictly the company counts against itself. If FSD was active at any point in the 5 seconds before a crash, it goes down as an FSD collision. That includes cases where the driver grabbed the wheel back or the system handed control over right before impact. Tesla also assigns no fault at all. If another car runs a red light and hits a Tesla on FSD, it still counts against FSD. Collisions are defined by federal standard rather than company preference, using airbag deployment for major crashes and a velocity change of 8 km/h within 150 milliseconds for minor ones. The data pipeline behind it is enormous. In one quarter alone, Tesla pulled 2.5 billion telemetry packages from the fleet. Most safety claims in this industry rest on a company's word. This one rests on a fleet that reports on itself, including when it fails. Source: Tesla / Writer: Julie

🇺🇸 Tesla has published new safety data for FSD Supervised, and the methodology is worth a look as much as the numbers. FSD has now covered over 12.6 billion miles, with nearly 4.9 billion of those driven in cities, where the hazards are densest. With FSD engaged, Tesla reports 7 times fewer major collisions, 7 times fewer minor collisions, and 5 times fewer off-highway collisions. What makes that interesting is how strictly the company counts against itself. If FSD was active at any point in the 5 seconds before a crash, it goes down as an FSD collision. That includes cases where the driver grabbed the wheel back or the system handed control over right before impact. Tesla also assigns no fault at all. If another car runs a red light and hits a Tesla on FSD, it still counts against FSD. Collisions are defined by federal standard rather than company preference, using airbag deployment for major crashes and a velocity change of 8 km/h within 150 milliseconds for minor ones. The data pipeline behind it is enormous. In one quarter alone, Tesla pulled 2.5 billion telemetry packages from the fleet. Most safety claims in this industry rest on a company's word. This one rests on a fleet that reports on itself, including when it fails. Source: Tesla / Writer: Julie

Mario Nawfal

51,257 views • 1 month ago

🚨 The Robotaxi race just got a lot more interesting! 👀 Nevada approved Tesla for up to 5,000 autonomous vehicles, a huge jump from its previous 10-car interim limit. Tesla says it’d be “extremely happy” to have around 2,500 running within a year. Over in Austin, Tesla says public Cybercab rides are “imminent.” And Waymo isn’t standing still either! Its latest self-driving hardware reportedly costs around $20K. Feels like the question is changing from “Who gets permission?” to “Who can actually scale fastest?” $TSLA

🚨 The Robotaxi race just got a lot more interesting! 👀 Nevada approved Tesla for up to 5,000 autonomous vehicles, a huge jump from its previous 10-car interim limit. Tesla says it’d be “extremely happy” to have around 2,500 running within a year. Over in Austin, Tesla says public Cybercab rides are “imminent.” And Waymo isn’t standing still either! Its latest self-driving hardware reportedly costs around $20K. Feels like the question is changing from “Who gets permission?” to “Who can actually scale fastest?” $TSLA

Herbert Ong

90,669 views • 5 days ago