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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...

15,427 просмотров • 2 месяцев назад •via X (Twitter)

Комментарии: 34

Фото профиля Herbert Ong
Herbert Ong2 месяцев назад

Watch it full here:

Фото профиля BP1T
BP1T2 месяцев назад

They had a whole quarter since last call to realize investors were not satisfied with vague answers and unkept goals. They had a chance yesterday to clarify and explain and they did neither.

Фото профиля Manishniz
Manishniz2 месяцев назад

You guys are blind folded and constantly bullish on Tesla year over year ..

Фото профиля omposerca
omposerca2 месяцев назад

It’s all so amazing the stock is down 13%!!!

Фото профиля David Mavis
David Mavis2 месяцев назад

I’m glad they shared the 380k miles but be honest everyone has been talking about 10 billion miles of Fsd, millions of miles for robotaxi, the 380k unsupervised was actually a shockingly low number

Фото профиля moenippus
moenippus2 месяцев назад

So.... Tesla can't scale cities, so they'll just wait until they can do whole states? No wonder the stock just cratered!

Фото профиля MarketMaverick
MarketMaverick2 месяцев назад

You don’t look too good today after all your effort everyday, still come up empty for all your royal followers… disappointing

Фото профиля Andrew Dryden
Andrew Dryden2 месяцев назад

Stop with the positivity BS for a while Herbert we aren’t in the mood! We’ve been played!

Фото профиля Kane Gulka
Kane Gulka2 месяцев назад

If robotaxi is already safer than humans it makes no sense to delay rollout until it is even more safe. By delaying you are actually causing more casualties by withholding the safer technology from passengers!! Tesla knows this. It’s an excuse to suppress the stock for a merger

Фото профиля drAkramSafadi
drAkramSafadi2 месяцев назад

Given his Q1 & Q2 calls, it's no longer prudent to ignore the notion that Elon is pressing breaks on Tesla, so SpaceX buys it cheap.

Фото профиля NikonMike
NikonMike2 месяцев назад

Herbert comes back from vacation, and Tesla stock crashes! Dude! 🤣

Фото профиля Mickey McIntire
Mickey McIntire2 месяцев назад

See you in 28. Dead $

Фото профиля arjuno kecil
arjuno kecil2 месяцев назад

Ok, so up is down and down is up? Gotcha

Фото профиля Ason Osiris
Ason Osiris2 месяцев назад

yeah...keep chilling it now....the call and the numbers were actually devastating....Elon the only CEO constantly failing to meet deadlines.

Фото профиля ROSHi⚡️
ROSHi⚡️2 месяцев назад

It’s either a great time to buy… or you’re falling into the last bull trap before Tesla announces another 5 years of waiting for FSD

Фото профиля Joey
Joey2 месяцев назад

I’m out

Фото профиля Jason Ma, MBA, PhD
Jason Ma, MBA, PhD2 месяцев назад

Picked up more $TSLA shares today.

Фото профиля Peter
Peter2 месяцев назад

Ashok's update was excellent

Фото профиля Jason Lavender
Jason Lavender2 месяцев назад

JP Morgan reports that that the TSLA Active Unsupervised Robotaxi Fleet (only vehicles active in last 7 days) has dropped from a peak of 22 in April to only 5 in July. Why has this fleet been diminishing since April?

Фото профиля Jpowlord
Jpowlord2 месяцев назад

No one cares

Фото профиля 🇰🇵 Kim Jong ill
🇰🇵 Kim Jong ill2 месяцев назад

That's extremely small numbers

Фото профиля dan cornish
dan cornish2 месяцев назад

SO what.

Фото профиля Uranium Chicken ☢️🐔 🇺🇸
Uranium Chicken ☢️🐔 🇺🇸2 месяцев назад

How long will you guys maintain your irrational bullishness?

Фото профиля Randy Watson
Randy Watson2 месяцев назад

You cannot put flaws under the rugg by upping a version number.

Фото профиля Simo Mimo 🇨🇦 🇸🇴 🇩🇯
Simo Mimo 🇨🇦 🇸🇴 🇩🇯2 месяцев назад

Who tf listen this clown

Фото профиля Joey
Joey2 месяцев назад

All good as the stock falls 🤷🏿‍♀️🤷🏿‍♀️🤷🏿‍♀️

Фото профиля Ed
Ed2 месяцев назад

Grok gen'ed graph with 10% compounded growth for Tesla

Фото профиля TesX
TesX2 месяцев назад

Vision only is clearly the right long-term thesis, massive CapEx is the necessary price of admission to build out AI compute and win autonomy. The short-term market friction isn't about doubting the tech; it's about wanting clearer guidance on state regulatory timelines and monetization. Investors understand spending to grow, but transparent execution milestones are what bridge the gap between capital deployment and shareholder ROI. Markets hate uncertainty and the team failed again to deliver that yesterday. $TSLA

Фото профиля News Tesla
News Tesla2 месяцев назад

Will u cry today?

Фото профиля imjustamous3
imjustamous31 месяц назад

@elonmusk can we hire him as TESLA PR

Фото профиля Wuki
Wuki2 месяцев назад

Robotaxis moving faster than anyone expected. 🤝 +1 followed

Фото профиля MVP
MVP2 месяцев назад

You’re incorrigible

Фото профиля Tibor Kovacs Private Investigator in Dallas Texas
Tibor Kovacs Private Investigator in Dallas Texas2 месяцев назад

Dallas.

Фото профиля stiliani sifaki
stiliani sifaki2 месяцев назад

🦾🦾🦾🦾

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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 просмотров • 1 год назад

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

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