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Tesla’s Robotaxi fleet could start growing pretty quickly from here! Cern Basher is modeling what happens if autonomous miles keep growing around 17% every week. Based on Ashok’s update of roughly 145K miles in one week, that could mean around 137 cars averaging 150 miles a day. But here’s...

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Herbert Ong

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24,031 views • 1 day ago •via X (Twitter)

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🚨 Is Wall Street Modeling Tesla Robotaxi Wrong? Cern Basher argues Robotaxi may need to be modeled with compounding growth, not a straight line. If paid miles keep growing at double-digit weekly rates, the bigger question could eventually shift from FSD demand to whether Tesla can build Cybercabs fast enough to support the fleet. $TSLA
4:00

🚨 Is Wall Street Modeling Tesla Robotaxi Wrong? Cern Basher argues Robotaxi may need to be modeled with compounding growth, not a straight line. If paid miles keep growing at double-digit weekly rates, the bigger question could eventually shift from FSD demand to whether Tesla can build Cybercabs fast enough to support the fleet. $TSLA

Herbert Ong

25,610 views • 1 month ago

The signs keep adding up! 👀 Tesla owners are now driving 26.7 million miles per day with FSD, according to Morgan Stanley. At the same time, Tesla is hiring AI safety operators and Robotaxi fleet supervisors. Jeff Lutz 🔋 believes these moves point to a larger Robotaxi rollout ahead! $TSLA
11:56

The signs keep adding up! 👀 Tesla owners are now driving 26.7 million miles per day with FSD, according to Morgan Stanley. At the same time, Tesla is hiring AI safety operators and Robotaxi fleet supervisors. Jeff Lutz 🔋 believes these moves point to a larger Robotaxi rollout ahead! $TSLA

Herbert Ong

19,830 views • 3 months ago

🚨 Cybercab might not be the cheapest car Tesla can build, but Cern Basher thinks that’s missing the point! Tesla seems to be designing it around one thing: how cheap can this thing be over its entire life? If a Cybercab can handle 500K+ miles of Robotaxi duty, spending a little more upfront on the battery, materials, and durability starts to make a lot more sense! It’s kind of like Starship, build it tougher, use it longer, and spread the cost across way more trips. $TSLA
3:53

🚨 Cybercab might not be the cheapest car Tesla can build, but Cern Basher thinks that’s missing the point! Tesla seems to be designing it around one thing: how cheap can this thing be over its entire life? If a Cybercab can handle 500K+ miles of Robotaxi duty, spending a little more upfront on the battery, materials, and durability starts to make a lot more sense! It’s kind of like Starship, build it tougher, use it longer, and spread the cost across way more trips. $TSLA

Herbert Ong

17,553 views • 1 day ago

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

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

X Freeze

13,352 views • 1 month ago

Morgan Stanley expects Tesla $TSLA to have roughly 1K fully self-driving robotaxis on the road next year. Here are the three robotaxi tailwinds they’re watching: 1. The inflection point is when Tesla removes safety monitors entirely and opens rides to the public. Every software update is pushing them closer and once one city allows it the regulatory dominoes start to fall. 2. To expand state-by-state in 2026, Tesla needs logged miles without safety drivers where crash rates and interventions keep trending down. If safety improves as the system takes over more driving then regulatory resistance weakens fast. 3. The Cybercab is a purpose-built robotaxi with no steering wheel or pedals built through Tesla’s “unboxed” manufacturing system. Lower parts count plus lower capex per unit means cheaper vehicles, faster ramp & better unit economics for an autonomous fleet. Productions starts April 2026
0:37

Morgan Stanley expects Tesla $TSLA to have roughly 1K fully self-driving robotaxis on the road next year. Here are the three robotaxi tailwinds they’re watching: 1. The inflection point is when Tesla removes safety monitors entirely and opens rides to the public. Every software update is pushing them closer and once one city allows it the regulatory dominoes start to fall. 2. To expand state-by-state in 2026, Tesla needs logged miles without safety drivers where crash rates and interventions keep trending down. If safety improves as the system takes over more driving then regulatory resistance weakens fast. 3. The Cybercab is a purpose-built robotaxi with no steering wheel or pedals built through Tesla’s “unboxed” manufacturing system. Lower parts count plus lower capex per unit means cheaper vehicles, faster ramp & better unit economics for an autonomous fleet. Productions starts April 2026

Shay Boloor

100,902 views • 8 months ago

🇺🇸 TESLA TO DOUBLE AUSTIN ROBOTAXI FLEET NEXT MONTH AS DEMAND SURGES Tesla’s Robotaxi service in Austin is about to double. Elon said on X the city’s fleet will “roughly double next month” after complaints about long waits and constant “high service demand” alerts. The service, which launched in June with around 10 Model Ys running unsupervised FSD, now covers 245 square miles. Tesla aims for 500 cars in Austin and 1,000 in the Bay Area by year-end, moving closer to Elon’s goal of reaching half the U.S. population by December. Source: Sawyer Merit📈🚀 / Elon Musk Video: @alphabegreen
0:40

🇺🇸 TESLA TO DOUBLE AUSTIN ROBOTAXI FLEET NEXT MONTH AS DEMAND SURGES Tesla’s Robotaxi service in Austin is about to double. Elon said on X the city’s fleet will “roughly double next month” after complaints about long waits and constant “high service demand” alerts. The service, which launched in June with around 10 Model Ys running unsupervised FSD, now covers 245 square miles. Tesla aims for 500 cars in Austin and 1,000 in the Bay Area by year-end, moving closer to Elon’s goal of reaching half the U.S. population by December. Source: Sawyer Merit📈🚀 / Elon Musk Video: @alphabegreen

Mario Nawfal

1,008,117 views • 9 months ago

If I want to show the world I can actually generate $1M+ from owning my own fleet of Tesla Robotaxis one day, I need the most powerful tool that models the real cash flows per vehicle, per year, with actual costs, platform fees, different Tesla models, locations, and payback periods. So today, I just built a my own Tesla Robotaxi Fleet Cash Flow Dashboard using Grok Build (fyi, the entire project came out to roughly 2,000 lines of code, which would normally take weeks of development with a team… I just did it all on my own). It lets me: • Track individual robotaxis with detailed economics (purchase cost, miles/day, revenue per mile, weekly costs, insurance, platform fees, start dates) • See daily, monthly, and annual profit per vehicle • Track real performance since each robotaxi started operating (revenue, costs, profit, and payback progress) • Run what-if scenarios with an interactive Cash Flow Calculator • Project multi-year fleet earnings with cumulative charts • View the whole fleet on a map by location • Export everything to CSV with full financials This is the tool I will use and iterate on to build a meaningful robotaxi operation one day. Grok Build made it possible to go from an idea to a fully functional, professional-grade modeling app within 1 day. Grok Build is seriously a game-changer.
2:23

If I want to show the world I can actually generate $1M+ from owning my own fleet of Tesla Robotaxis one day, I need the most powerful tool that models the real cash flows per vehicle, per year, with actual costs, platform fees, different Tesla models, locations, and payback periods. So today, I just built a my own Tesla Robotaxi Fleet Cash Flow Dashboard using Grok Build (fyi, the entire project came out to roughly 2,000 lines of code, which would normally take weeks of development with a team… I just did it all on my own). It lets me: • Track individual robotaxis with detailed economics (purchase cost, miles/day, revenue per mile, weekly costs, insurance, platform fees, start dates) • See daily, monthly, and annual profit per vehicle • Track real performance since each robotaxi started operating (revenue, costs, profit, and payback progress) • Run what-if scenarios with an interactive Cash Flow Calculator • Project multi-year fleet earnings with cumulative charts • View the whole fleet on a map by location • Export everything to CSV with full financials This is the tool I will use and iterate on to build a meaningful robotaxi operation one day. Grok Build made it possible to go from an idea to a fully functional, professional-grade modeling app within 1 day. Grok Build is seriously a game-changer.

Teslaconomics

16,167 views • 3 months ago

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 ⚡️
9:12

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 views • 4 months ago

Some pretty interesting Tesla Robotaxi data just came out 👀 FutureAzA points to new NHTSA data showing zero crashes while Tesla’s Model Y Robotaxis were driving autonomously from mid-June to mid-July. The two reported incidents involved human-driven cars hitting Robotaxis that were stopped or parked. Tesla is also making the service more useful, with riders now able to change destinations and keep the same trip going for multiple stops. Still early, but this is exactly the kind of real-world data worth watching as the fleet grows. $TSLA
6:13

Some pretty interesting Tesla Robotaxi data just came out 👀 FutureAzA points to new NHTSA data showing zero crashes while Tesla’s Model Y Robotaxis were driving autonomously from mid-June to mid-July. The two reported incidents involved human-driven cars hitting Robotaxis that were stopped or parked. Tesla is also making the service more useful, with riders now able to change destinations and keep the same trip going for multiple stops. Still early, but this is exactly the kind of real-world data worth watching as the fleet grows. $TSLA

Herbert Ong

12,970 views • 19 days ago

Donald Trump literally is ignorant. He really just claimed that if you want to drive from York, Pennsylvania to Washington DC in an electric car, you would need to stop 5 times. The Tesla Model 3 electric car has a range of up to 363 miles. It's only 91 miles from York to DC. You could literally drive back and forth twice on one charge.
0:31

Donald Trump literally is ignorant. He really just claimed that if you want to drive from York, Pennsylvania to Washington DC in an electric car, you would need to stop 5 times. The Tesla Model 3 electric car has a range of up to 363 miles. It's only 91 miles from York to DC. You could literally drive back and forth twice on one charge.

Ed Krassenstein

2,501,126 views • 2 years ago

🚨 Cybercab probably isn’t going from a few cars to thousands overnight, and Jeff Lutz 🔋 thinks that’s totally fine! He sees the rollout looking more like a steady slope, with Tesla adding more cars as the software gets better and more reliable. We’ve already seen Robotaxi fleet jumps in the 30–50% range as the system improves. But the really interesting part is what happens once Cybercab becomes cheap, reliable, and easy to get. If one can show up at your house in minutes, Jeff thinks people could start using Robotaxi instead of public transit, or even decide they don’t need that second or third car anymore. $TSLA
4:09

🚨 Cybercab probably isn’t going from a few cars to thousands overnight, and Jeff Lutz 🔋 thinks that’s totally fine! He sees the rollout looking more like a steady slope, with Tesla adding more cars as the software gets better and more reliable. We’ve already seen Robotaxi fleet jumps in the 30–50% range as the system improves. But the really interesting part is what happens once Cybercab becomes cheap, reliable, and easy to get. If one can show up at your house in minutes, Jeff thinks people could start using Robotaxi instead of public transit, or even decide they don’t need that second or third car anymore. $TSLA

Herbert Ong

31,915 views • 6 days 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
6:30

🚨 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

17,892 views • 27 days ago

I keep hearing some people claim Tesla Robotaxi cannot drive in heavy rain ... well, here is a video I took of it doing just that and the rain was coming down in sheets ... listen to the rain hitting the car! Oh, after I finished my Robotaxi rides for the day, I then got into my Tesla AI FSD equipped 2025 Model 3 & it drove me about 80 miles back to San Antonio in this kind of rain ... zero disconnects or interventions the entire way home. I think it does pretty well!
0:34

I keep hearing some people claim Tesla Robotaxi cannot drive in heavy rain ... well, here is a video I took of it doing just that and the rain was coming down in sheets ... listen to the rain hitting the car! Oh, after I finished my Robotaxi rides for the day, I then got into my Tesla AI FSD equipped 2025 Model 3 & it drove me about 80 miles back to San Antonio in this kind of rain ... zero disconnects or interventions the entire way home. I think it does pretty well!

Joe Tegtmeyer 🚀 🤠🛸😎

51,062 views • 1 year ago

ELON: TESLA OWNERS WILL BE ABLE TO ADD THEIR CARS TO THE ROBOTAXI FLEET “Any customer will be able to add or remove their car to the Tesla network. We expect this to operate like a combination of maybe the Uber and Airbnb model. If you own the car, you can add or subtract it to the Tesla network and Tesla would take 25% or 30% of the revenue. In places where there aren't enough people sharing their cars, we would just have dedicated Tesla vehicles. It's really simple. We'll update the app and add summon Tesla or add or subtract your car to the fleet. You'll be able to do that from your phone.” Source: Elon Musk, Tesla Autonomy Day, April 2019
0:34

ELON: TESLA OWNERS WILL BE ABLE TO ADD THEIR CARS TO THE ROBOTAXI FLEET “Any customer will be able to add or remove their car to the Tesla network. We expect this to operate like a combination of maybe the Uber and Airbnb model. If you own the car, you can add or subtract it to the Tesla network and Tesla would take 25% or 30% of the revenue. In places where there aren't enough people sharing their cars, we would just have dedicated Tesla vehicles. It's really simple. We'll update the app and add summon Tesla or add or subtract your car to the fleet. You'll be able to do that from your phone.” Source: Elon Musk, Tesla Autonomy Day, April 2019

Mario Nawfal

189,862 views • 7 months 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.
0:46

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

154,677 views • 7 months ago

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

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

Teslaconomics

34,323 views • 1 month 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
8:13

🚨 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 • 2 months ago

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

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

Mario Nawfal

15,080 views • 9 months ago

🚨 Tesla Robotaxi Is Going After a Much Bigger Market! Larry Goldberg thinks people are focusing too much on Tesla vs. Uber! His point is that Uber and taxis are just a small piece of the opportunity. The much bigger target is human-driven transportation itself. Uber helped crush the traditional taxi business. Larry thinks Robotaxi could eventually do the same to Uber by removing the biggest cost from the equation: the driver. But it goes even further than ride-hailing. If Robotaxis become cheap, reliable, and easy to get, some people may start questioning whether they need to own a car at all. Tesla isn’t just coming for your Uber ride. It’s coming for the miles you drive yourself. $TSLA $UBER
3:22

🚨 Tesla Robotaxi Is Going After a Much Bigger Market! Larry Goldberg thinks people are focusing too much on Tesla vs. Uber! His point is that Uber and taxis are just a small piece of the opportunity. The much bigger target is human-driven transportation itself. Uber helped crush the traditional taxi business. Larry thinks Robotaxi could eventually do the same to Uber by removing the biggest cost from the equation: the driver. But it goes even further than ride-hailing. If Robotaxis become cheap, reliable, and easy to get, some people may start questioning whether they need to own a car at all. Tesla isn’t just coming for your Uber ride. It’s coming for the miles you drive yourself. $TSLA $UBER

Herbert Ong

19,106 views • 10 hours ago

Ron Baron in a new video says each Tesla Cybercab could generate the company $40,000 in profits per year. He sees Robotaxi generating over $120B in revenue per year in the not too distant future. "They’re switching to having a car that they’re going to make for themselves, costing them about $30,000, and doing at least a million of them a year. And on those cars, Waymo does 66,000 revenue miles a year. They charge $3 a mile. We’re probably going to charge less than that. I would guess $1 or $2. But if we charge $1, that would give us $60,000 in revenues a car, $40,000 roughly in profit per year for a car that costs us $30,000 and lasts a million miles, therefore forever. And what Tesla would be at that point is $40 billion of profit in year one, $80 billion in year two, $120 billion in year three. And on top of that, you’re then going to have robots, which he thinks is the biggest product ever."
0:59

Ron Baron in a new video says each Tesla Cybercab could generate the company $40,000 in profits per year. He sees Robotaxi generating over $120B in revenue per year in the not too distant future. "They’re switching to having a car that they’re going to make for themselves, costing them about $30,000, and doing at least a million of them a year. And on those cars, Waymo does 66,000 revenue miles a year. They charge $3 a mile. We’re probably going to charge less than that. I would guess $1 or $2. But if we charge $1, that would give us $60,000 in revenues a car, $40,000 roughly in profit per year for a car that costs us $30,000 and lasts a million miles, therefore forever. And what Tesla would be at that point is $40 billion of profit in year one, $80 billion in year two, $120 billion in year three. And on top of that, you’re then going to have robots, which he thinks is the biggest product ever."

Nic Cruz Patane

146,265 views • 27 days ago