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Tesla feels like five companies wearing the same name tag. Like a group project that accidentally merged into one organization. Optimus. Cybercab. Full Self-Driving. Robotaxi. Terafab. xAI infrastructure. Most companies spend years focusing on just one of these. Tesla keeps showing up with another tab open. Tesla Nic Cruz Patane

Mario Nawfal

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154,363 Aufrufe • vor 4 Monaten •via X (Twitter)

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🚀 Tesla just hit another major Tesla Robotaxi milestone! FutureAzA highlighted that a production Cybercab with no steering wheel or pedals has now been spotted driving on public roads in Austin during supervised testing. On top of that, the Cybercab has been added to the Texas Connected Autonomous Vehicles Registry, and Tesla continues expanding testing, safety training, and operations. Tesla also hired former Intel executive Gary Jiang to help lead its Terafab chip project in Austin. Taken together, these aren't just small updates. They look like more signs that Tesla is preparing to scale Robotaxi and AI infrastructure at the same time. $TSLA

🚀 Tesla just hit another major Tesla Robotaxi milestone! FutureAzA highlighted that a production Cybercab with no steering wheel or pedals has now been spotted driving on public roads in Austin during supervised testing. On top of that, the Cybercab has been added to the Texas Connected Autonomous Vehicles Registry, and Tesla continues expanding testing, safety training, and operations. Tesla also hired former Intel executive Gary Jiang to help lead its Terafab chip project in Austin. Taken together, these aren't just small updates. They look like more signs that Tesla is preparing to scale Robotaxi and AI infrastructure at the same time. $TSLA

Herbert Ong

31,528 Aufrufe • vor 3 Monaten

.Elon Musk has spent years making and breaking promises about the Tesla Semi, just like his broken promises about Tesla Full Self-Driving. Aurora Innovation has self-driving trucks hauling freight on US roads. Tesla has zero. Waymo does 250,000 paid robotaxi rides a week. Tesla does zero. Tesla is so far behind its competitors that you need a telescope to see it.

.Elon Musk has spent years making and breaking promises about the Tesla Semi, just like his broken promises about Tesla Full Self-Driving. Aurora Innovation has self-driving trucks hauling freight on US roads. Tesla has zero. Waymo does 250,000 paid robotaxi rides a week. Tesla does zero. Tesla is so far behind its competitors that you need a telescope to see it.

Dan O'Dowd

60,683 Aufrufe • vor 1 Jahr

Elon Musk: “Hold on to your Tesla stock.” Because what’s coming isn’t just another car update—it’s an entirely new paradigm. From Optimus humanoid robots that could one day take care of your kids, walk your dog, and support elderly parents, to CyberCab scaling into mass production, to the Tesla Semi reshaping logistics—this isn’t one product, it’s a full ecosystem. Tesla is simultaneously building AI-powered humanoid labor, autonomous transport at scale, next-gen energy infrastructure through battery, lithium, and cathode production, and expanding global manufacturing across the US and Europe, with five factories ramping major production lines this year alone. And while most companies are focused on the next quarter, Musk is already talking about factories on the moon within 20 years.

Elon Musk: “Hold on to your Tesla stock.” Because what’s coming isn’t just another car update—it’s an entirely new paradigm. From Optimus humanoid robots that could one day take care of your kids, walk your dog, and support elderly parents, to CyberCab scaling into mass production, to the Tesla Semi reshaping logistics—this isn’t one product, it’s a full ecosystem. Tesla is simultaneously building AI-powered humanoid labor, autonomous transport at scale, next-gen energy infrastructure through battery, lithium, and cathode production, and expanding global manufacturing across the US and Europe, with five factories ramping major production lines this year alone. And while most companies are focused on the next quarter, Musk is already talking about factories on the moon within 20 years.

Ian Miles

223,761 Aufrufe • vor 6 Monaten

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

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

Comparing Tesla FSD to Waymo just because they’re both self-driving is kind of like saying the iPhone and Palm Treo were basically the same thing. Jeff Lutz 🔋's point is that the whole package matters! Tesla isn’t just building autonomy. It has the software, the cars, the customer experience, FSD sales, and now Cybercab all working together. Other companies can build impressive self-driving tech too. But the real question is whether they can turn it into a business that actually scales and makes money. Same category doesn’t mean same product, or same business model. $TSLA

Comparing Tesla FSD to Waymo just because they’re both self-driving is kind of like saying the iPhone and Palm Treo were basically the same thing. Jeff Lutz 🔋's point is that the whole package matters! Tesla isn’t just building autonomy. It has the software, the cars, the customer experience, FSD sales, and now Cybercab all working together. Other companies can build impressive self-driving tech too. But the real question is whether they can turn it into a business that actually scales and makes money. Same category doesn’t mean same product, or same business model. $TSLA

Herbert Ong

12,194 Aufrufe • vor 23 Tagen

I just don’t see a future where Uber, Lyft, and even Waymo can compete with Tesla Robotaxi. As a passenger, there’s no experience close to what Cybercab provides. It’s cheaper than an Uber, and feels more like an extension of your living room than just a taxi ride. In the video below, I watched the entire SpaceX Starship docuseries during my ~45 min Cybercab ride in Austin. From a manufacturing and production standpoint, Tesla will scale to rolling a Cybercab off the production line in 10 seconds or less. Tesla builds the core pieces in-house…batteries, AI software, hardware, compute etc. Other companies can’t say the same thing.

I just don’t see a future where Uber, Lyft, and even Waymo can compete with Tesla Robotaxi. As a passenger, there’s no experience close to what Cybercab provides. It’s cheaper than an Uber, and feels more like an extension of your living room than just a taxi ride. In the video below, I watched the entire SpaceX Starship docuseries during my ~45 min Cybercab ride in Austin. From a manufacturing and production standpoint, Tesla will scale to rolling a Cybercab off the production line in 10 seconds or less. Tesla builds the core pieces in-house…batteries, AI software, hardware, compute etc. Other companies can’t say the same thing.

Nic Cruz Patane

54,855 Aufrufe • vor 11 Tagen

🚨 Tesla just delivered one of its biggest updates yet! Record Q2 deliveries. Strong FSD demand. Robotaxi expanding week after week. Optimus moving into production. AI compute scaling fast. And new Terafab chip plans to speed up the future of autonomy. This wasn't just an earnings update. It was Tesla showing how all of its businesses are coming together. 00:00 Record Quarter Highlights 00:14 FSD Driving Demand 00:53 Energy Growth and CapEx 02:25 Robotaxi Safety and Scaling 03:57 Optimus Vision and Challenges 06:45 Humanlike Dexterity Goals 07:21 Terafab and AI Chip Supply 09:00 Digital Optimus with SpaceX 10:38 Megapod Distributed Compute $TSLA Elon Musk

🚨 Tesla just delivered one of its biggest updates yet! Record Q2 deliveries. Strong FSD demand. Robotaxi expanding week after week. Optimus moving into production. AI compute scaling fast. And new Terafab chip plans to speed up the future of autonomy. This wasn't just an earnings update. It was Tesla showing how all of its businesses are coming together. 00:00 Record Quarter Highlights 00:14 FSD Driving Demand 00:53 Energy Growth and CapEx 02:25 Robotaxi Safety and Scaling 03:57 Optimus Vision and Challenges 06:45 Humanlike Dexterity Goals 07:21 Terafab and AI Chip Supply 09:00 Digital Optimus with SpaceX 10:38 Megapod Distributed Compute $TSLA Elon Musk

Herbert Ong

45,852 Aufrufe • vor 2 Monaten

What Tesla is doing with Cybercab shouldn’t be possible even by modern standards....it’s one of the hardest engineering problems any company can attempt The challenge is far bigger than building a car with no steering wheel or pedals The car has to drive itself, operate reliably on public roads, work as part of a massive autonomous fleet, be manufactured at enormous scale and ultimately function as an entire transportation network Tesla is compressing what would normally take decades of engineering into an insanely short timeline AI, autonomy, vehicle design, manufacturing at massive scale, infrastructure, fleet operations....all of it has to work together as one system Most companies would struggle to solve even one of these problems Tesla is solving all of them at the same time and turning the whole thing into something that can scale Cybercab is one of the boldest engineering bets any company has ever made And now Tesla is making it real at scale

What Tesla is doing with Cybercab shouldn’t be possible even by modern standards....it’s one of the hardest engineering problems any company can attempt The challenge is far bigger than building a car with no steering wheel or pedals The car has to drive itself, operate reliably on public roads, work as part of a massive autonomous fleet, be manufactured at enormous scale and ultimately function as an entire transportation network Tesla is compressing what would normally take decades of engineering into an insanely short timeline AI, autonomy, vehicle design, manufacturing at massive scale, infrastructure, fleet operations....all of it has to work together as one system Most companies would struggle to solve even one of these problems Tesla is solving all of them at the same time and turning the whole thing into something that can scale Cybercab is one of the boldest engineering bets any company has ever made And now Tesla is making it real at scale

X Freeze

12,961 Aufrufe • vor 26 Tagen

🚨 SPACEX IS ABOUT TO REPEAT TESLA 2016 And nobody is ready for what will happen. 2016: Tesla merged with SolarCity. $9.47 → $25.98 +174.34% in days. Now look at today: 2026: – SpaceX is already down 50% from its IPO price at launch – The share unlock is about to hit the market – After new lows, Elon could absorb the shares cheaply and make them expensive But there’s one thing… Tesla mergers in 2016–2019: – Low-market-cap companies merged with Tesla – Pre-COVID market – Low expectations – No questionable trillionaire status SpaceX 2026: – Starlink + xAI + Tesla = multitrillion-dollar companies merged into one – The stock market is at the most overvalued level in history – A pure monopoly in space That is not the same opportunity. Most people think a Tesla merger with SpaceX would be a nothingburger: Yes, Tesla is already a high-market-cap company. But the history of its mergers with SolarCity, Maxwell, and Hibar brought investors gains of many hundreds of percent in a short period of time. So now you have two choices: Stay away from the most hyped IPO in history after a 50% post-launch drop… Or understand what Tesla in 2016 already showed you. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 SPACEX IS ABOUT TO REPEAT TESLA 2016 And nobody is ready for what will happen. 2016: Tesla merged with SolarCity. $9.47 → $25.98 +174.34% in days. Now look at today: 2026: – SpaceX is already down 50% from its IPO price at launch – The share unlock is about to hit the market – After new lows, Elon could absorb the shares cheaply and make them expensive But there’s one thing… Tesla mergers in 2016–2019: – Low-market-cap companies merged with Tesla – Pre-COVID market – Low expectations – No questionable trillionaire status SpaceX 2026: – Starlink + xAI + Tesla = multitrillion-dollar companies merged into one – The stock market is at the most overvalued level in history – A pure monopoly in space That is not the same opportunity. Most people think a Tesla merger with SpaceX would be a nothingburger: Yes, Tesla is already a high-market-cap company. But the history of its mergers with SolarCity, Maxwell, and Hibar brought investors gains of many hundreds of percent in a short period of time. So now you have two choices: Stay away from the most hyped IPO in history after a 50% post-launch drop… Or understand what Tesla in 2016 already showed you. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

108,542 Aufrufe • vor 1 Monat

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.

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 8 Monaten

🚨 Elon Musk's Final Warning to $TSLA Shorts w/ FutureAzA • Tesla is one of the most shorted stocks in the US with $21 billion and 100 million shares shorted. • Short sellers betting against Tesla lost big after shareholders approved Elon Musk's pay package. • Elon Musk warned that people shorting Tesla, like Bill Gates, could lose a lot of money. • Tesla's stock is volatile, attracting short sellers who want to profit from big price swings. • Despite the critics and short sellers, Tesla keeps innovating with full self-driving and AI technologies.

🚨 Elon Musk's Final Warning to $TSLA Shorts w/ FutureAzA • Tesla is one of the most shorted stocks in the US with $21 billion and 100 million shares shorted. • Short sellers betting against Tesla lost big after shareholders approved Elon Musk's pay package. • Elon Musk warned that people shorting Tesla, like Bill Gates, could lose a lot of money. • Tesla's stock is volatile, attracting short sellers who want to profit from big price swings. • Despite the critics and short sellers, Tesla keeps innovating with full self-driving and AI technologies.

Herbert Ong

46,789 Aufrufe • vor 2 Jahren

Tesla self-driving version 14.2.2.2 gave up five times due bright sunlight. Is this the robotaxi version? What happens when there's no one in the front seat to rescue FSD when it gets scared of shadows and sunlight? No one knows whether or not safe Level 5 autonomy is possible with vision-only. If vision-only is possible then all the actual robotaxi companies could just stop using their LiDAR and radar. If it isn't, $TSLA is doomed.

Tesla self-driving version 14.2.2.2 gave up five times due bright sunlight. Is this the robotaxi version? What happens when there's no one in the front seat to rescue FSD when it gets scared of shadows and sunlight? No one knows whether or not safe Level 5 autonomy is possible with vision-only. If vision-only is possible then all the actual robotaxi companies could just stop using their LiDAR and radar. If it isn't, $TSLA is doomed.

Dan O'Dowd

53,701 Aufrufe • vor 8 Monaten

Former head of Tesla AI Andrej Karpathy: "I personally think Tesla is ahead of Waymo. I know it doesn't look like that, but I'm still very bullish on Tesla and its self-driving program. Tesla has a software problem and Waymo has a hardware problem. Software problems are much easier; The latest (Tesla) builds, they've made really good improvements. I'm really impressed with what the team is doing. Waymo looks like it's winning right now, but I think when we look in 10 years and who's actually at scale and where most of the revenue is coming from, I still think they're (Tesla) ahead." Full episode:

Former head of Tesla AI Andrej Karpathy: "I personally think Tesla is ahead of Waymo. I know it doesn't look like that, but I'm still very bullish on Tesla and its self-driving program. Tesla has a software problem and Waymo has a hardware problem. Software problems are much easier; The latest (Tesla) builds, they've made really good improvements. I'm really impressed with what the team is doing. Waymo looks like it's winning right now, but I think when we look in 10 years and who's actually at scale and where most of the revenue is coming from, I still think they're (Tesla) ahead." Full episode:

Sawyer Merritt

761,491 Aufrufe • vor 2 Jahren

🤯 ELON JUST RAN THE SAME PLAY THAT TURNED TESLA INTO A 3,320% MOVE. 2016. Tesla acquires SolarCity. What followed was one of the great runs in market history. Up 3,320% to its five year high. Now look at 2026. SpaceX just acquired Cursor for $60 billion. The stock is already up 7,890% to a five year high. Same founder. Same bold acquisition. Same hype machine. History does not promise a repeat. But when Elon moves like this, the market pays attention.

🤯 ELON JUST RAN THE SAME PLAY THAT TURNED TESLA INTO A 3,320% MOVE. 2016. Tesla acquires SolarCity. What followed was one of the great runs in market history. Up 3,320% to its five year high. Now look at 2026. SpaceX just acquired Cursor for $60 billion. The stock is already up 7,890% to a five year high. Same founder. Same bold acquisition. Same hype machine. History does not promise a repeat. But when Elon moves like this, the market pays attention.

Mister Crypto

42,066 Aufrufe • vor 3 Monaten

ELON MUSK: 2026 is going to be great for Tesla. • Massive production expansion across multiple factories and five major new production lines • Cybercab production starting in Texas, scaling through the year, with potential European manufacturing • Tesla Semi ramping up, heavy truck expansion targeting Europe next year • Full Self Driving rollout accelerating, with expected approval in the Netherlands and broader Europe • Goal of achieving real world AI so advanced you could sleep in the car and wake up at your destination • Optimus humanoid robot program advancing toward real world use cases • Optimus positioned to help with daily tasks like childcare, walking the dog, and elderly care • In house battery cell manufacturing scaling at Gigafactory level • Tesla lithium refinery operational in Texas • Tesla nickel cathode refinery running in Austin • Significant battery cell production ramp throughout the year • Potential expansion of Cybercab and Optimus manufacturing into Europe

ELON MUSK: 2026 is going to be great for Tesla. • Massive production expansion across multiple factories and five major new production lines • Cybercab production starting in Texas, scaling through the year, with potential European manufacturing • Tesla Semi ramping up, heavy truck expansion targeting Europe next year • Full Self Driving rollout accelerating, with expected approval in the Netherlands and broader Europe • Goal of achieving real world AI so advanced you could sleep in the car and wake up at your destination • Optimus humanoid robot program advancing toward real world use cases • Optimus positioned to help with daily tasks like childcare, walking the dog, and elderly care • In house battery cell manufacturing scaling at Gigafactory level • Tesla lithium refinery operational in Texas • Tesla nickel cathode refinery running in Austin • Significant battery cell production ramp throughout the year • Potential expansion of Cybercab and Optimus manufacturing into Europe

DogeDesigner

98,894 Aufrufe • vor 7 Monaten

Terafab & the Inevitable SpaceX + Tesla merger ⚡️ I sat down with & TeslaLarry to discuss Tesla's plan to build chips, and how that will be the key partnership for a full merger with SpaceX/XAI 🎙️ 0:45 SpaceX to $100T 2:30 SpaceX Plans To Be 10X Bigger Than NVIDIA 5:20 The Terafab is Coming! Impact & Timing 22:36 Digital Optimus & MARCROHARD Project 37:03 SpaceX/Tesla/xAI Cash Needs 41:40 The SpaceX IPO Process 48:08 The Biggest Merger/Company of All-time? 54:17 Grok Is Helping With All of This 🙏 Huge thanks to Larry & Amy for coming on the show! Two of the most knowledgable voices on these topics!

Terafab & the Inevitable SpaceX + Tesla merger ⚡️ I sat down with & TeslaLarry to discuss Tesla's plan to build chips, and how that will be the key partnership for a full merger with SpaceX/XAI 🎙️ 0:45 SpaceX to $100T 2:30 SpaceX Plans To Be 10X Bigger Than NVIDIA 5:20 The Terafab is Coming! Impact & Timing 22:36 Digital Optimus & MARCROHARD Project 37:03 SpaceX/Tesla/xAI Cash Needs 41:40 The SpaceX IPO Process 48:08 The Biggest Merger/Company of All-time? 54:17 Grok Is Helping With All of This 🙏 Huge thanks to Larry & Amy for coming on the show! Two of the most knowledgable voices on these topics!

Gali

44,881 Aufrufe • vor 6 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