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TESLA’S ROBOTAXI?—UBER NOT INVITED! Uber wanted in, but Elon isn’t sharing. Tesla’s robotaxi fleet will be built, owned, and operated in-house, with no need for Uber’s platform. CEO Dara Khosrowshahi admitted he tried to pitch a partnership, but Elon shut it down. With Waymo already rolling out driverless rides,... show more

Mario Nawfal

3,754,197 subscribers

515,816 views • 1 year ago •via X (Twitter)

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10 Comments

Dikran Kaledjian1 year ago

HERE IT IS, THIS IS WHAT WE’VE BEEN WAITING FOR!

StasStriker1 year ago

Uber thought they could slide in, but Elon said nah, we’re doing this in-house. Tesla keeping full control of the robotaxi future while Waymo is already out here testing. No middlemen needed, just straight innovation.

Matthew Garbett1 year ago

Why would they need Uber or Lift? Lol. It's literally lost profits to involve a third party.

Make Men Great Again1 year ago

Full control all the way.

TheCalvinReport1 year ago

Elon isn’t here to share…he’s here to dominate. Tesla cutting out Uber proves that the future belongs to the innovators, not the middlemen.

Exoslinger1 year ago

This is a smart move. They don’t need Uber.

Lucky1 year ago

Elon’s robotaxi move is pure genius cutting out Uber, owning the future, and leaving competitors in the dust. Tesla’s all-in on autonomy, and I’m here for the ride! 🚗💨

John Acuna1 year ago

Waymo’s cute little driverless toys don’t scare Elon

moneytokez1 year ago

Everything he touches just absorbs genius 🤣 non stop innovation

Hogwarts Daily1 year ago

What did I just watch? Wow

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🚨🇺🇸 TESLA GOES ALL-IN ON ROBOTAXI: AUTONOMY, NO EXCUSES Tesla just dropped a new Robotaxi video and refreshed its Robotaxi website, a clear signal that autonomous rides aren’t a concept anymore… they’re already rolling out. Robotaxi service is live in Austin using Model Y, with the purpose-built Cybercab next in line, underscoring Tesla’s strategy: deploy now, scale fast, argue later. Tesla is also leaning hard into accessibility, touting support for service animals, space for some wheelchairs and assistive devices, and app availability in 29 languages, a direct answer to critics who claim autonomy leaves people behind. Regulators can debate timelines all they want, but Tesla is behaving like the Robotaxi era has already started. Source: Tesla, Sawyer Merritt

🚨🇺🇸 TESLA GOES ALL-IN ON ROBOTAXI: AUTONOMY, NO EXCUSES Tesla just dropped a new Robotaxi video and refreshed its Robotaxi website, a clear signal that autonomous rides aren’t a concept anymore… they’re already rolling out. Robotaxi service is live in Austin using Model Y, with the purpose-built Cybercab next in line, underscoring Tesla’s strategy: deploy now, scale fast, argue later. Tesla is also leaning hard into accessibility, touting support for service animals, space for some wheelchairs and assistive devices, and app availability in 29 languages, a direct answer to critics who claim autonomy leaves people behind. Regulators can debate timelines all they want, but Tesla is behaving like the Robotaxi era has already started. Source: Tesla, Sawyer Merritt

Mario Nawfal

49,102 views • 8 months ago

Uber’s CEO just tried to put a leash on Elon Musk. He called it a strategy. Dara Khosrowshahi: “We think that we will facilitate more autonomous and robotaxi rides than anyone else in the world.” One word buried the whole pitch. Facilitate. Not build. Not own. Not solve what every physicist and engineer in Silicon Valley spent a decade swearing was impossible. Facilitate. Then he addressed Tesla directly. Dara Khosrowshahi: “When the day comes that those Teslas are safe… we’d love to have those Teslas on our platform. But there are plenty of other partners in the space.” Plenty of other partners. He did not speak about Tesla like a civilizational force. He spoke about them like a fleet vendor who might not make the cut. This is how middlemen die. They mistake owning the app for owning the board. Uber looked at full autonomy and saw a plugin. Something to route, tax, and collect rent on. Elon Musk does not build plugins. He is burning billions to solve real-world vision without maps, without lidar, without a single crutch the industry said was mandatory. The hardest AI problem in human history. Uber’s entire strategy is a tollbooth at someone else’s finish line. Then Dara said something that gave it all away. Dara Khosrowshahi: “We’ve got tens of thousands of Teslas on our platform now, and some of our drivers use FSD.” Read that again. Uber’s own drivers are running Tesla’s neural net on live routes right now. Every shift they complete is a training run. Every mile they log sharpens the model. Every fare they collect is edge case data Musk did not have to pay for. Uber is funding its own execution. The human driver is the scaffolding. They are teaching the machine that will dissolve them, one ride at a time. Dara believes he is in control because he owns the routing layer. Routing is a road. Intelligence decides where roads get built. When you own the intelligence, you don’t negotiate the toll. You build a new road. Dara is optimizing a tollbooth on a road Elon is about to delete. The app doesn’t lose. It stops making sense. The car comes. No driver. No platform. No fare. Just the destination. That’s not disruption. That’s an obituary.

Uber’s CEO just tried to put a leash on Elon Musk. He called it a strategy. Dara Khosrowshahi: “We think that we will facilitate more autonomous and robotaxi rides than anyone else in the world.” One word buried the whole pitch. Facilitate. Not build. Not own. Not solve what every physicist and engineer in Silicon Valley spent a decade swearing was impossible. Facilitate. Then he addressed Tesla directly. Dara Khosrowshahi: “When the day comes that those Teslas are safe… we’d love to have those Teslas on our platform. But there are plenty of other partners in the space.” Plenty of other partners. He did not speak about Tesla like a civilizational force. He spoke about them like a fleet vendor who might not make the cut. This is how middlemen die. They mistake owning the app for owning the board. Uber looked at full autonomy and saw a plugin. Something to route, tax, and collect rent on. Elon Musk does not build plugins. He is burning billions to solve real-world vision without maps, without lidar, without a single crutch the industry said was mandatory. The hardest AI problem in human history. Uber’s entire strategy is a tollbooth at someone else’s finish line. Then Dara said something that gave it all away. Dara Khosrowshahi: “We’ve got tens of thousands of Teslas on our platform now, and some of our drivers use FSD.” Read that again. Uber’s own drivers are running Tesla’s neural net on live routes right now. Every shift they complete is a training run. Every mile they log sharpens the model. Every fare they collect is edge case data Musk did not have to pay for. Uber is funding its own execution. The human driver is the scaffolding. They are teaching the machine that will dissolve them, one ride at a time. Dara believes he is in control because he owns the routing layer. Routing is a road. Intelligence decides where roads get built. When you own the intelligence, you don’t negotiate the toll. You build a new road. Dara is optimizing a tollbooth on a road Elon is about to delete. The app doesn’t lose. It stops making sense. The car comes. No driver. No platform. No fare. Just the destination. That’s not disruption. That’s an obituary.

Dustin

77,866 views • 5 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

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

🇺🇸 ELON: TESLA OWNERS WILL BE ABLE TO ADD THEIR CARS TO THE FLEET LIKE AIRBNB "We'll have a model which is kind of like some combination of Uber and Airbnb. So if you're a Tesla owner, right, you'll be able to add or subtract your car to the fleet. Just like in Airbnb, you could rent out your spare bedroom or rent out your house when you're not using it." Source: CNBC

🇺🇸 ELON: TESLA OWNERS WILL BE ABLE TO ADD THEIR CARS TO THE FLEET LIKE AIRBNB "We'll have a model which is kind of like some combination of Uber and Airbnb. So if you're a Tesla owner, right, you'll be able to add or subtract your car to the fleet. Just like in Airbnb, you could rent out your spare bedroom or rent out your house when you're not using it." Source: CNBC

Mario Nawfal

1,801,439 views • 1 year ago

TESLA’S GOING FULL ROBOTAXI IN AUSTIN - NO HUMANS ON BOARD Not a drill - real driverless rides, no safety babysitters, no training wheels. Autonomy unlocked: * FSD now good enough to ditch human oversight entirely * Elon says “unsupervised is pretty much solved” * Austin rollout kicks off the validation phase * FSD v14.3 lands early 2026 with next-level reasoning upgrades This isn’t a test - it’s Teslas autonomy boom! Source: Tesla, Notateslaapp

TESLA’S GOING FULL ROBOTAXI IN AUSTIN - NO HUMANS ON BOARD Not a drill - real driverless rides, no safety babysitters, no training wheels. Autonomy unlocked: * FSD now good enough to ditch human oversight entirely * Elon says “unsupervised is pretty much solved” * Austin rollout kicks off the validation phase * FSD v14.3 lands early 2026 with next-level reasoning upgrades This isn’t a test - it’s Teslas autonomy boom! Source: Tesla, Notateslaapp

Mario Nawfal

135,250 views • 8 months ago

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 views • 7 months ago

Day 3. Finished 5 Tesla Robotaxi rides, 4 Waymo rides, and 1 Uber ride. (See 39-minute edited video below.) Uber is in a tough situation. Classic innovators dilemma. Autonomous ride-hailing clearly is the future, but if Uber invites Waymo then that's working against their human drivers which will hurt Uber's recruiting ability (which they need to keep density especially in suburban areas). But if they don't welcome Waymo, then Uber is toast because people want cheaper/autonomous ride-hailing. Also, if Uber welcomes Waymo and Waymo cars increase then Waymo can just bypass Uber with their own Waymo app. Uber's only "hope" would be if multiple autonomous driving companies come online soon and Uber becomes the ride-hailing marketplace for them. But I think this is unlikely. Autonomous driving is just a really hard problem to solve, and with data and network effects. I think it's a winner-takes-most market. We'll see. But the more I take Tesla's Robotaxi, the more I think it's smoother and better than Waymo. And the more I take Waymo, the more I get pessimistic about Uber's long-term future.

Day 3. Finished 5 Tesla Robotaxi rides, 4 Waymo rides, and 1 Uber ride. (See 39-minute edited video below.) Uber is in a tough situation. Classic innovators dilemma. Autonomous ride-hailing clearly is the future, but if Uber invites Waymo then that's working against their human drivers which will hurt Uber's recruiting ability (which they need to keep density especially in suburban areas). But if they don't welcome Waymo, then Uber is toast because people want cheaper/autonomous ride-hailing. Also, if Uber welcomes Waymo and Waymo cars increase then Waymo can just bypass Uber with their own Waymo app. Uber's only "hope" would be if multiple autonomous driving companies come online soon and Uber becomes the ride-hailing marketplace for them. But I think this is unlikely. Autonomous driving is just a really hard problem to solve, and with data and network effects. I think it's a winner-takes-most market. We'll see. But the more I take Tesla's Robotaxi, the more I think it's smoother and better than Waymo. And the more I take Waymo, the more I get pessimistic about Uber's long-term future.

Dave Lee

593,390 views • 1 year ago

Another 1st time experience with Tesla Robotaxi, this time with Alvaro who came in with his friend dom from Salt Lake City, Utah to give it a try! Alvaro is not very familiar with Tesla or autonomous driving, so he tried out all of the various ride hailing options here in Austin to get a good baseline for comparison. He tried a human-driven Uber, a few Waymo autonomous drives & the Tesla_AI autonomously driven Tesla Robotaxi & he has some very interesting and insightful observations! At the end of the day what did he conclude? Check it out!

Another 1st time experience with Tesla Robotaxi, this time with Alvaro who came in with his friend dom from Salt Lake City, Utah to give it a try! Alvaro is not very familiar with Tesla or autonomous driving, so he tried out all of the various ride hailing options here in Austin to get a good baseline for comparison. He tried a human-driven Uber, a few Waymo autonomous drives & the Tesla_AI autonomously driven Tesla Robotaxi & he has some very interesting and insightful observations! At the end of the day what did he conclude? Check it out!

Joe Tegtmeyer 🚀 🤠🛸😎

34,105 views • 1 year ago

Elon Musk: Tesla has no need to buy Uber. “There's no need [to buy Uber] because we have millions of cars that will be able to operate autonomously. And I should say that it's a combination of a Tesla-owned fleet and also enabling Tesla owners to be able to add or subtract their car to the fleet so that existing Tesla owners will be able to earn money by adding their car to the fleet for autonomous use. I think it's maybe possible for Tesla owners to make more in allowing the car to be added to the self-driving fleet then they cost them in the lease. And that's why I'd consider it sort of a business model that's similar to some combination of Airbnb and Uber. Just like Airbnb, you can rent out your spare bedroom or your house if you're not using it and make money on it. And that's what we expect Tesla customers to be able to do.” Interview with David Faber, May 20, 2025 Made and published via

Elon Musk: Tesla has no need to buy Uber. “There's no need [to buy Uber] because we have millions of cars that will be able to operate autonomously. And I should say that it's a combination of a Tesla-owned fleet and also enabling Tesla owners to be able to add or subtract their car to the fleet so that existing Tesla owners will be able to earn money by adding their car to the fleet for autonomous use. I think it's maybe possible for Tesla owners to make more in allowing the car to be added to the self-driving fleet then they cost them in the lease. And that's why I'd consider it sort of a business model that's similar to some combination of Airbnb and Uber. Just like Airbnb, you can rent out your spare bedroom or your house if you're not using it and make money on it. And that's what we expect Tesla customers to be able to do.” Interview with David Faber, May 20, 2025 Made and published via

ELON CLIPS

440,639 views • 1 year ago

ELON: TESLA OWNERS WILL BE ABLE TURN CARS INTO ROBOTAXIS "Monetizing the autonomous fleet is like Airbnb and Uber. Tesla will own some cars, but customers can add their cars to the fleet with a tap on the Tesla app, making money whenever they want. You can add or remove your car for hours, days, or weeks. The revenue will exceed the monthly payment. This will happen, mark my words." Source: Tesla

ELON: TESLA OWNERS WILL BE ABLE TURN CARS INTO ROBOTAXIS "Monetizing the autonomous fleet is like Airbnb and Uber. Tesla will own some cars, but customers can add their cars to the fleet with a tap on the Tesla app, making money whenever they want. You can add or remove your car for hours, days, or weeks. The revenue will exceed the monthly payment. This will happen, mark my words." Source: Tesla

Mario Nawfal

4,993,489 views • 2 years ago

Some investors/analysts argue against including Robotaxi in Tesla's valuation model because they believe that once Tesla achieves unsupervised Full Self-Driving (FSD), other companies will quickly follow suit within two to three years. However, I argue the following: • Tesla likely has a 4-5 year lead in generalized autonomous driving. • Tesla has millions of vehicles that could be potentially deployed into a Robotaxi network once unsupervised FSD is ready. • With a large supply of cars offering quick rides at cheaper prices than Uber and Lyft (no human driver), Tesla's robotaxi network will be extremely difficult to compete against. • Newcomers entering the market years later will struggle to match Tesla's supply density, competitive pricing, and demand, even in a single city. In other words, Tesla’s first mover advantage in the Robotaxi market will likely be very significant and the resulting network effects will make it extremely difficult to compete with for future newcomers to the Robotaxi market.

Some investors/analysts argue against including Robotaxi in Tesla's valuation model because they believe that once Tesla achieves unsupervised Full Self-Driving (FSD), other companies will quickly follow suit within two to three years. However, I argue the following: • Tesla likely has a 4-5 year lead in generalized autonomous driving. • Tesla has millions of vehicles that could be potentially deployed into a Robotaxi network once unsupervised FSD is ready. • With a large supply of cars offering quick rides at cheaper prices than Uber and Lyft (no human driver), Tesla's robotaxi network will be extremely difficult to compete against. • Newcomers entering the market years later will struggle to match Tesla's supply density, competitive pricing, and demand, even in a single city. In other words, Tesla’s first mover advantage in the Robotaxi market will likely be very significant and the resulting network effects will make it extremely difficult to compete with for future newcomers to the Robotaxi market.

Dave Lee

1,555,164 views • 2 years ago

$UBER will be the biggest winner of the robotaxi revolution, not a loser. Waymo and Tesla are great, but neither of them is active outside the US, and their scaling capabilities are limited as they are creating the distribution from the ground. $UBER, on the other hand, has already been operating robotaxis in the Middle East and Asia, and they are looking to reach 10 markets by the end of 2026. Also, the tech is rapidly getting commoditized. Avride of $NBIS, for instance, is about to match $TSLA in robotaxi functionality. In such a market setting, technology providers will be better off entering markets in collaboration with $UBER rather than competing away all the margins. Long $UBER.

$UBER will be the biggest winner of the robotaxi revolution, not a loser. Waymo and Tesla are great, but neither of them is active outside the US, and their scaling capabilities are limited as they are creating the distribution from the ground. $UBER, on the other hand, has already been operating robotaxis in the Middle East and Asia, and they are looking to reach 10 markets by the end of 2026. Also, the tech is rapidly getting commoditized. Avride of $NBIS, for instance, is about to match $TSLA in robotaxi functionality. In such a market setting, technology providers will be better off entering markets in collaboration with $UBER rather than competing away all the margins. Long $UBER.

Oguz Erkan

207,809 views • 8 months ago

Tesla is building a new 51,000 sq ft Service & Delivery Center in Grand Prairie, Texas, with city documents also allowing the site to support Tesla-owned autonomous vehicles. I visited the site, and the city’s SUP amendment says the facility may be used for charging, cleaning, repair, and maintenance of Tesla-owned autonomous vehicles. The documents identify the project as a service and delivery center, but the approved use also makes it a potential support location for Tesla’s Robotaxi fleet in DFW.

Tesla is building a new 51,000 sq ft Service & Delivery Center in Grand Prairie, Texas, with city documents also allowing the site to support Tesla-owned autonomous vehicles. I visited the site, and the city’s SUP amendment says the facility may be used for charging, cleaning, repair, and maintenance of Tesla-owned autonomous vehicles. The documents identify the project as a service and delivery center, but the approved use also makes it a potential support location for Tesla’s Robotaxi fleet in DFW.

Spencer

20,584 views • 3 months 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

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

Elon has been a disastrous CEO for both SpaceX and Tesla. He knows nothing about how Wall Street operates—“trust me bro” doesn’t sit well with them. They need solid numbers and evidence you can get there. With Elon’s history of promising Tesla Robotaxi for almost 10 years and broken promises, it doesn’t make anyone on Wall Street a believer when you claim SpaceX revenue will hit $1 trillion by 2030. Tesla’s stock performance, the worst on the S&P 500, isn’t inviting either. Both companies need a new CEO who speaks their language and let Elon be the TechnoKing backstage. Never let him near a mic on any earnings call. Feel free to disagree at your peril’ $TSLA $SPCX

Elon has been a disastrous CEO for both SpaceX and Tesla. He knows nothing about how Wall Street operates—“trust me bro” doesn’t sit well with them. They need solid numbers and evidence you can get there. With Elon’s history of promising Tesla Robotaxi for almost 10 years and broken promises, it doesn’t make anyone on Wall Street a believer when you claim SpaceX revenue will hit $1 trillion by 2030. Tesla’s stock performance, the worst on the S&P 500, isn’t inviting either. Both companies need a new CEO who speaks their language and let Elon be the TechnoKing backstage. Never let him near a mic on any earnings call. Feel free to disagree at your peril’ $TSLA $SPCX

Jimmy

38,094 views • 1 month ago