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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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24,958 views • 5 days 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
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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

Herbert Ong

25,610 views • 1 month ago

🚨 Tesla’s Robotaxi fleet in Texas is starting to pick up some serious momentum! Jeff Lutz 🔋 points to 432 registered autonomous vehicles, including 45 Cybercabs, with more cars continuing to join the fleet. And the reason Tesla can keep adding them? The software is getting better. Fewer weird pickups, drop-offs, and loops means more confidence to put more cars on the road. Then you’ve got autonomous miles growing around 17% week over week. Add more cars, bigger service areas, and longer hours, and that growth can compound pretty quickly. Feels like Robotaxi is moving from testing the idea to actually figuring out how fast Tesla can scale it. $TSLA
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🚨 Tesla’s Robotaxi fleet in Texas is starting to pick up some serious momentum! Jeff Lutz 🔋 points to 432 registered autonomous vehicles, including 45 Cybercabs, with more cars continuing to join the fleet. And the reason Tesla can keep adding them? The software is getting better. Fewer weird pickups, drop-offs, and loops means more confidence to put more cars on the road. Then you’ve got autonomous miles growing around 17% week over week. Add more cars, bigger service areas, and longer hours, and that growth can compound pretty quickly. Feels like Robotaxi is moving from testing the idea to actually figuring out how fast Tesla can scale it. $TSLA

Herbert Ong

14,847 views • 3 days 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
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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
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🚨 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

18,088 views • 5 days 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
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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

🚨 There’s been a lot of noise around Cybercab and NHTSA, but Cern Basher thinks the situation is being way overcomplicated! His point is that Tesla has been talking with regulators and sharing data from day one. Cybercab was built specifically for autonomy, no steering wheel, no pedals, and Tesla’s position is that it doesn’t need the 2,500-vehicle exemption people keep talking about. Then there’s the economics. Cern points to estimates of around $18K per Cybercab vs. $125K for a Waymo vehicle. And if Cybercab can really handle 500K miles, that cost gap starts looking even more interesting. $TSLA
4:46

🚨 There’s been a lot of noise around Cybercab and NHTSA, but Cern Basher thinks the situation is being way overcomplicated! His point is that Tesla has been talking with regulators and sharing data from day one. Cybercab was built specifically for autonomy, no steering wheel, no pedals, and Tesla’s position is that it doesn’t need the 2,500-vehicle exemption people keep talking about. Then there’s the economics. Cern points to estimates of around $18K per Cybercab vs. $125K for a Waymo vehicle. And if Cybercab can really handle 500K miles, that cost gap starts looking even more interesting. $TSLA

Herbert Ong

16,935 views • 5 days 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
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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
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🇺🇸 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.
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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

Tesla taking its time with FSD might actually be the smarter move! FutureAzA thinks Tesla is under so much scrutiny that even one bad Robotaxi incident could become a huge story. So instead of rushing thousands of cars onto the road, get the safety right first, then scale! And once that happens, the real selling point might be pretty simple: price. If Robotaxi is safe, easy to get, and eventually cheaper than owning a car, people won’t need much convincing. You don’t have to love Tesla or Elon to use it. If it saves you money and gets you where you need to go, that might be enough. 💯 $TSLA
3:12

Tesla taking its time with FSD might actually be the smarter move! FutureAzA thinks Tesla is under so much scrutiny that even one bad Robotaxi incident could become a huge story. So instead of rushing thousands of cars onto the road, get the safety right first, then scale! And once that happens, the real selling point might be pretty simple: price. If Robotaxi is safe, easy to get, and eventually cheaper than owning a car, people won’t need much convincing. You don’t have to love Tesla or Elon to use it. If it saves you money and gets you where you need to go, that might be enough. 💯 $TSLA

Herbert Ong

24,382 views • 1 day 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 • 23 days ago

🚨 Cybercab’s biggest advantage over Waymo might not just be the AI. It could be how the whole car is built. FutureAzA points to Tesla’s unboxed process, where things like brake-by-wire, huge castings, and a structural battery make the car much simpler to assemble! Tesla’s long-term goal? Build one Cybercab every 5 seconds, using about half the production-line space. And these things are being designed to work, a lot! Think 300K–500K+ miles, with simpler parts that can be replaced when needed. Waymo is adding autonomy to existing cars. Tesla is building the car around autonomy from the ground up. That difference could matter a lot once the race shifts from who can make it work to who can build millions of them cheaply. $TSLA
3:35

🚨 Cybercab’s biggest advantage over Waymo might not just be the AI. It could be how the whole car is built. FutureAzA points to Tesla’s unboxed process, where things like brake-by-wire, huge castings, and a structural battery make the car much simpler to assemble! Tesla’s long-term goal? Build one Cybercab every 5 seconds, using about half the production-line space. And these things are being designed to work, a lot! Think 300K–500K+ miles, with simpler parts that can be replaced when needed. Waymo is adding autonomy to existing cars. Tesla is building the car around autonomy from the ground up. That difference could matter a lot once the race shifts from who can make it work to who can build millions of them cheaply. $TSLA

Herbert Ong

15,007 views • 1 day 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 • 10 days ago

Biggest warning I’ll give Tesla shorts right now. This time, you’re probably not going to get fucked by some classic short squeeze. You’re going to get fucked by being wrong about what Tesla becomes next. Look at the latest short-interest tape. As of the Aug 14 settlement: • 69,196,896 $TSLA shares short • ~2.2% of the float • 2.15 days to cover • ~$23.7 BILLION worth of stock short And the important part is that… Short interest peaked at 79.1M shares on June 30. So roughly 12.5% of those shorts had already been covered by August 14. So no… I’m NOT sitting here telling you that shorts are trapped. That’s not my thesis. My thesis is actually much more dangerous for a long-term Tesla short. What if they’re simply wrong? Wrong about autonomy. Wrong about Robotaxi. Wrong about Cybercab. And ultimately wrong about what Tesla’s earnings power could look like if this scales. Bc I’ve now watched this story go from something people laughed at… to something I personally rode in. My first Tesla Robotaxi ride in Austin was on launch day, June 22, 2025. Then I came back for the Cybercab launch on September 3, 2026. And it changed the way I look at Tesla. Cybercab isn’t something with Elon standing on a stage telling you what might happen five years from now. You can literally hail one. Pay for a ride. Get inside. There’s no steering wheel. No accelerator. No brake pedal. And it takes paying passengers through real Austin streets. Tesla itself now describes Cybercab as a fully autonomous, purpose-built two-seater in its Robotaxi fleet. That matters... Bc Tesla is no longer trying to prove that Robotaxi can exist bc it does exist. The next question is whether Tesla can scale it safely, economically and fast enough. And THAT is where I think shorts are massively underestimating the company. As of the latest Texas registry data, Tesla has 437 authorized vehicles in Texas - 388 Model Ys/49 Cybercabs It shows how quickly the fleet Tesla is preparing for commercial autonomy is growing. Now zoom out a bit. Tesla already lists more than 125,000 units of installed annual Cybercab manufacturing capacity in Texas. This is INSTALLED capacity. And Tesla calls Cybercab the “workhorse” of its Robotaxi fleet. Tesla spent most of its history making $ by building a vehicle and selling it once. Robotaxi opens a completely different model. Build the vehicle once. Then potentially monetize that same asset again. and again. and again. every time somebody takes a ride. Instead of only asking: “How many cars can Tesla sell this quarter?” You start asking: “How many autonomous miles can Tesla sell every day?” That is a MASSIVE change in the business model. And Cybercab is built specifically for that job. Not around a driver. Around the rider. If Tesla can bring those pieces together at scale, it has the potential to build a transportation network where the machine itself replaces THE largest costs in traditional ride-hailing: the human driver. Then there’s the flywheel. More Cybercabs. More geographic coverage. Shorter wait times. More rides. Higher fleet utilization. More recurring revenue. More capital to deploy even more vehicles. Tesla itself has told investors it expects hardware profits over time to be joined by accelerating AI, software and fleet-based profits. Does Tesla still have to execute? Absolutely. Regulation matters. Safety matters. Utilization matters. Manufacturing ramp matters. The economics have to work at scale. Those are legitimate risks, and anyone pretending otherwise isn’t being serious. But the serious Tesla short thesis can’t just be: “Elon promised autonomy before.” An actual bear now has to explain why a steering-wheel-free vehicle that is already carrying paying passengers won’t scale into a meaningful business. Tesla shorts are still betting against a car company, but I bet Cybercab is about to prove they’re shorting a transportation network.
0:35

Biggest warning I’ll give Tesla shorts right now. This time, you’re probably not going to get fucked by some classic short squeeze. You’re going to get fucked by being wrong about what Tesla becomes next. Look at the latest short-interest tape. As of the Aug 14 settlement: • 69,196,896 $TSLA shares short • ~2.2% of the float • 2.15 days to cover • ~$23.7 BILLION worth of stock short And the important part is that… Short interest peaked at 79.1M shares on June 30. So roughly 12.5% of those shorts had already been covered by August 14. So no… I’m NOT sitting here telling you that shorts are trapped. That’s not my thesis. My thesis is actually much more dangerous for a long-term Tesla short. What if they’re simply wrong? Wrong about autonomy. Wrong about Robotaxi. Wrong about Cybercab. And ultimately wrong about what Tesla’s earnings power could look like if this scales. Bc I’ve now watched this story go from something people laughed at… to something I personally rode in. My first Tesla Robotaxi ride in Austin was on launch day, June 22, 2025. Then I came back for the Cybercab launch on September 3, 2026. And it changed the way I look at Tesla. Cybercab isn’t something with Elon standing on a stage telling you what might happen five years from now. You can literally hail one. Pay for a ride. Get inside. There’s no steering wheel. No accelerator. No brake pedal. And it takes paying passengers through real Austin streets. Tesla itself now describes Cybercab as a fully autonomous, purpose-built two-seater in its Robotaxi fleet. That matters... Bc Tesla is no longer trying to prove that Robotaxi can exist bc it does exist. The next question is whether Tesla can scale it safely, economically and fast enough. And THAT is where I think shorts are massively underestimating the company. As of the latest Texas registry data, Tesla has 437 authorized vehicles in Texas - 388 Model Ys/49 Cybercabs It shows how quickly the fleet Tesla is preparing for commercial autonomy is growing. Now zoom out a bit. Tesla already lists more than 125,000 units of installed annual Cybercab manufacturing capacity in Texas. This is INSTALLED capacity. And Tesla calls Cybercab the “workhorse” of its Robotaxi fleet. Tesla spent most of its history making $ by building a vehicle and selling it once. Robotaxi opens a completely different model. Build the vehicle once. Then potentially monetize that same asset again. and again. and again. every time somebody takes a ride. Instead of only asking: “How many cars can Tesla sell this quarter?” You start asking: “How many autonomous miles can Tesla sell every day?” That is a MASSIVE change in the business model. And Cybercab is built specifically for that job. Not around a driver. Around the rider. If Tesla can bring those pieces together at scale, it has the potential to build a transportation network where the machine itself replaces THE largest costs in traditional ride-hailing: the human driver. Then there’s the flywheel. More Cybercabs. More geographic coverage. Shorter wait times. More rides. Higher fleet utilization. More recurring revenue. More capital to deploy even more vehicles. Tesla itself has told investors it expects hardware profits over time to be joined by accelerating AI, software and fleet-based profits. Does Tesla still have to execute? Absolutely. Regulation matters. Safety matters. Utilization matters. Manufacturing ramp matters. The economics have to work at scale. Those are legitimate risks, and anyone pretending otherwise isn’t being serious. But the serious Tesla short thesis can’t just be: “Elon promised autonomy before.” An actual bear now has to explain why a steering-wheel-free vehicle that is already carrying paying passengers won’t scale into a meaningful business. Tesla shorts are still betting against a car company, but I bet Cybercab is about to prove they’re shorting a transportation network.

Teslaconomics

33,961 views • 2 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 • 1 month 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 • 2 months ago