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🚨 Unsupervised FSD validation vehicles are now active in Austin, labeled fully autonomous, no safety driver, just not serving riders yet. That detail matters. Jeff Lutz 🔋 highlighted a Model Y driving fully unsupervised, plus RoboTaxi app updates showing more vehicles and ongoing iOS hiring! This is exactly how... show more

Herbert Ong

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59,023 views • 6 months ago •via X (Twitter)

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🚨 More signs of Tesla's Robotaxi rollout are starting to appear! Jeff Lutz 🔋 points to Austin nearing 80% unsupervised, growing Robotaxi and Cybercab activity in Houston, and new testing in Tampa and Charlotte. Is Tesla quietly getting ready for a much bigger rollout? $TSLA

🚨 More signs of Tesla's Robotaxi rollout are starting to appear! Jeff Lutz 🔋 points to Austin nearing 80% unsupervised, growing Robotaxi and Cybercab activity in Houston, and new testing in Tampa and Charlotte. Is Tesla quietly getting ready for a much bigger rollout? $TSLA

Herbert Ong

35,647 views • 8 days ago

🚨 Tesla Robotaxi fleet jumps to 33 unsupervised! Jeff Lutz 🔋 says Tesla added 7 in one day, and Austin is now running unsupervised at night for the first time. Hiring is also expanding across more cities. Key point: the speed of growth matters more than the total number. $TSLA Note: this was recorded Monday morning, the fleet is already at 36 now.

🚨 Tesla Robotaxi fleet jumps to 33 unsupervised! Jeff Lutz 🔋 says Tesla added 7 in one day, and Austin is now running unsupervised at night for the first time. Hiring is also expanding across more cities. Key point: the speed of growth matters more than the total number. $TSLA Note: this was recorded Monday morning, the fleet is already at 36 now.

Herbert Ong

32,455 views • 3 months 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

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 • 2 months 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 • 7 months ago

🚨 Tesla has expanded its unsupervised Robotaxi service area in Austin again. While the rollout may seem slow, CyberBull$ points out that scaling a Robotaxi network is about more than just adding cars. Tesla still needs to solve edge cases, improve pickups and parking, and build the operational support needed for a large fleet, including charging, cleaning, and maintenance. The good news? The service area is growing, hiring is increasing, and testing is expanding to more cities. It looks like Tesla is focused on getting it right before scaling fast. $TSLA -------------- Cyberbulls E194 The Bulls: Jeff Lutz Jeff Lutz 🔋 Alexandra Merz AleXandra Merz 🇺🇲 Cern Basher Cern Basher

🚨 Tesla has expanded its unsupervised Robotaxi service area in Austin again. While the rollout may seem slow, CyberBull$ points out that scaling a Robotaxi network is about more than just adding cars. Tesla still needs to solve edge cases, improve pickups and parking, and build the operational support needed for a large fleet, including charging, cleaning, and maintenance. The good news? The service area is growing, hiring is increasing, and testing is expanding to more cities. It looks like Tesla is focused on getting it right before scaling fast. $TSLA -------------- Cyberbulls E194 The Bulls: Jeff Lutz Jeff Lutz 🔋 Alexandra Merz AleXandra Merz 🇺🇲 Cern Basher Cern Basher

Herbert Ong

24,500 views • 2 months ago

Fully autonomous closed course driving: Check! Watch Nuro co-founder Dave Ferguson take the first ride in one of our self-driving robotaxi engineering vehicles at our test track in Las Vegas. Closed course autonomous testing is a critical step in our validation process for a new vehicle platform. We’re also now testing autonomy on public roads in the California Bay Area in preparation for launch later this year. Follow along for more updates on the next-generation robotaxi built by Lucid Motors, driven by Nuro, and available exclusively on Uber. #DrivenByNuro #SelfDriving #AutonomousVehicles #AI #Robotaxi

Fully autonomous closed course driving: Check! Watch Nuro co-founder Dave Ferguson take the first ride in one of our self-driving robotaxi engineering vehicles at our test track in Las Vegas. Closed course autonomous testing is a critical step in our validation process for a new vehicle platform. We’re also now testing autonomy on public roads in the California Bay Area in preparation for launch later this year. Follow along for more updates on the next-generation robotaxi built by Lucid Motors, driven by Nuro, and available exclusively on Uber. #DrivenByNuro #SelfDriving #AutonomousVehicles #AI #Robotaxi

Nuro

22,547 views • 6 months ago

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

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

Herbert Ong

31,528 views • 1 month ago

NEWS: Tesla has introduced an updated Robotaxi website, a clear sign that expansion is coming soon. “We’re bringing autonomous rides to you today—starting with Model Y. Autonomous Robotaxi rides are currently being offered in Austin, Texas. To get started, download the Robotaxi app. Cybercab, our purpose-built fully autonomous vehicle, will offer rides in your area in the future. We are building an autonomous future that is accessible to all people. Our Robotaxi vehicles are designed to support various accessibility needs including space for service animals and room to store some wheelchairs and other assistive devices. The Tesla app is currently available in 29 languages, with more being added.”

NEWS: Tesla has introduced an updated Robotaxi website, a clear sign that expansion is coming soon. “We’re bringing autonomous rides to you today—starting with Model Y. Autonomous Robotaxi rides are currently being offered in Austin, Texas. To get started, download the Robotaxi app. Cybercab, our purpose-built fully autonomous vehicle, will offer rides in your area in the future. We are building an autonomous future that is accessible to all people. Our Robotaxi vehicles are designed to support various accessibility needs including space for service animals and room to store some wheelchairs and other assistive devices. The Tesla app is currently available in 29 languages, with more being added.”

Sawyer Merritt

164,185 views • 7 months ago

🚨NEWS: $TSLA ROBOTAXI HITS AUSTIN, DAN IVES PREDICTS 55% UPSIDE • Tesla launched its robotaxi service in Austin with a small fleet of 20 Model Y vehicles • Rides are autonomous, cost $4.20, and are limited to a geofenced area with safety monitors onboard • Wedbush’s Dan Ives calls this the start of Tesla’s “golden era of autonomous,” keeping a $500 price target (55% upside) • Ives predicts expansion across Austin this summer and 25 U.S. cities by 2026 • Tesla’s AI-driven business could hit $1T, potentially doubling its $1.01T market cap • A second Trump term may ease regulations, boosting the autonomous vehicle sector

🚨NEWS: $TSLA ROBOTAXI HITS AUSTIN, DAN IVES PREDICTS 55% UPSIDE • Tesla launched its robotaxi service in Austin with a small fleet of 20 Model Y vehicles • Rides are autonomous, cost $4.20, and are limited to a geofenced area with safety monitors onboard • Wedbush’s Dan Ives calls this the start of Tesla’s “golden era of autonomous,” keeping a $500 price target (55% upside) • Ives predicts expansion across Austin this summer and 25 U.S. cities by 2026 • Tesla’s AI-driven business could hit $1T, potentially doubling its $1.01T market cap • A second Trump term may ease regulations, boosting the autonomous vehicle sector

Tesla Archive

39,847 views • 1 year 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

1,555,115 views • 2 years ago

🚨 A successful SpaceX IPO could become the biggest catalyst for $TSLA stock this year 👀 Larry Goldberg says Tesla may not need a fully scaled Robotaxi network for the stock to move higher, investors may just need to realize unsupervised Robotaxis are actually coming. A SpaceX IPO could also shift attention back to the bigger “Muskonomy” story and how Tesla + SpaceX may be more connected than most people think. 🚀

🚨 A successful SpaceX IPO could become the biggest catalyst for $TSLA stock this year 👀 Larry Goldberg says Tesla may not need a fully scaled Robotaxi network for the stock to move higher, investors may just need to realize unsupervised Robotaxis are actually coming. A SpaceX IPO could also shift attention back to the bigger “Muskonomy” story and how Tesla + SpaceX may be more connected than most people think. 🚀

Herbert Ong

48,526 views • 2 months ago

It's been one year since Tesla launched Robotaxi! Jeff Lutz 🔋 pointed out that while the rollout hasn't been as fast as many hoped, the progress behind the scenes is pretty remarkable. Cybercabs are showing up in growing numbers at Giga Texas, some now carrying official "Cybercab" branding. Tesla is also testing passenger pickups and drop-offs in Austin, while a Tesla Semi with LIDAR equipment was spotted in public for the first time. On top of that, Lemonade expanded its FSD insurance discount program to a fourth state, and Tesla trademarked "Megapod" for what appears to be AI data center hardware. Taken separately, these are small updates. Put them together, and it feels like Tesla is quietly building an entire ecosystem around autonomy, AI, and transportation. 🚀 $TSLA

It's been one year since Tesla launched Robotaxi! Jeff Lutz 🔋 pointed out that while the rollout hasn't been as fast as many hoped, the progress behind the scenes is pretty remarkable. Cybercabs are showing up in growing numbers at Giga Texas, some now carrying official "Cybercab" branding. Tesla is also testing passenger pickups and drop-offs in Austin, while a Tesla Semi with LIDAR equipment was spotted in public for the first time. On top of that, Lemonade expanded its FSD insurance discount program to a fourth state, and Tesla trademarked "Megapod" for what appears to be AI data center hardware. Taken separately, these are small updates. Put them together, and it feels like Tesla is quietly building an entire ecosystem around autonomy, AI, and transportation. 🚀 $TSLA

Herbert Ong

18,765 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

🚨 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 • 1 month ago

A few self-driving taxis in San Francisco just demonstrated the real problem with autonomy. They were too rational. For a brief moment, several robotaxis aligned at an intersection and created a perfectly polite deadlock. No aggression. No improvisation. No human-style “you go, I’ll go.” Just algorithms waiting for clarity. And that is exactly why this moment matters. What interests me is that this was not a failure of sensing. The vehicles could see. The problem was social judgment. Because cities are not just physical systems. They are negotiation systems. They run on: → tiny signals → hesitation → assertiveness → eye contact → imperfect timing That is where autonomy gets much harder than people think. We are not only teaching machines how to detect objects and follow lanes. We are asking them to operate inside messy human environments where the right move is not always the most logical one. To me, that is the deeper lesson. The next frontier in self-driving is not just better perception. It is better judgment under uncertainty. And that is a much more difficult problem. What do you think matters more for autonomous vehicles now: seeing the road better, or learning how to navigate human ambiguity? #AI #AutonomousVehicles #SelfDrivingCars #FutureOfMobility #Innovation #Technology #SmartCities #MachineLearning #FutureOfWork

A few self-driving taxis in San Francisco just demonstrated the real problem with autonomy. They were too rational. For a brief moment, several robotaxis aligned at an intersection and created a perfectly polite deadlock. No aggression. No improvisation. No human-style “you go, I’ll go.” Just algorithms waiting for clarity. And that is exactly why this moment matters. What interests me is that this was not a failure of sensing. The vehicles could see. The problem was social judgment. Because cities are not just physical systems. They are negotiation systems. They run on: → tiny signals → hesitation → assertiveness → eye contact → imperfect timing That is where autonomy gets much harder than people think. We are not only teaching machines how to detect objects and follow lanes. We are asking them to operate inside messy human environments where the right move is not always the most logical one. To me, that is the deeper lesson. The next frontier in self-driving is not just better perception. It is better judgment under uncertainty. And that is a much more difficult problem. What do you think matters more for autonomous vehicles now: seeing the road better, or learning how to navigate human ambiguity? #AI #AutonomousVehicles #SelfDrivingCars #FutureOfMobility #Innovation #Technology #SmartCities #MachineLearning #FutureOfWork

Pascal Bornet

81,384 views • 3 months ago

WeRobot: The BIGGEST $TSLA Event Since Model 3! 🚀 Insights from Cern Basher! • Tesla announces a big event on 10/10 called “WeRobot,” which Elon Musk says will be historic. • The event might show off different types of robots and robot taxis, not just Optimus. • Elon Musk hints that the event could mark a major tech shift, like the launch of the iPhone. • People are guessing that different robot designs, including bigger and smaller vehicles, could be showcased. • Tesla is focusing more on utility and safety for its Robotaxi vehicles instead of exterior design. • Tesla’s unbox method lets them build vehicle sides separately and assemble them, allowing for different designs without needing separate front and back parts. • The Robotaxi event might include live demos, participant rides, and a full app demo showing everything from ordering to completing a ride. • There’s speculation that the Robotaxi Network could start with supervised rides under a name like “Drive” before moving to fully autonomous rides. Tesla Elon Musk

WeRobot: The BIGGEST $TSLA Event Since Model 3! 🚀 Insights from Cern Basher! • Tesla announces a big event on 10/10 called “WeRobot,” which Elon Musk says will be historic. • The event might show off different types of robots and robot taxis, not just Optimus. • Elon Musk hints that the event could mark a major tech shift, like the launch of the iPhone. • People are guessing that different robot designs, including bigger and smaller vehicles, could be showcased. • Tesla is focusing more on utility and safety for its Robotaxi vehicles instead of exterior design. • Tesla’s unbox method lets them build vehicle sides separately and assemble them, allowing for different designs without needing separate front and back parts. • The Robotaxi event might include live demos, participant rides, and a full app demo showing everything from ordering to completing a ride. • There’s speculation that the Robotaxi Network could start with supervised rides under a name like “Drive” before moving to fully autonomous rides. Tesla Elon Musk

Herbert Ong

33,985 views • 1 year ago

We Took More Than 40 Rides In A Tesla Robotaxi | Our Initial Thoughts - Episode #22 of The Gigacast ---------------------------------------------------------- 0:00 Introduction to Robotaxi 1:05 Omar's first thoughts about the Tesla Robotaxi launch in Austin 2:45 Sawyer's first thoughts 10:00 The Safety Driver 13:30 Entertainment in the Robotaxi 14:45 The Rideshares App and Differences Between Robotaxi and Standard Model Fleet 19:10 How many Tesla Robotaxis are there today 21:12 Problems with the launch so far 26:00 A moment of optimism for Autonomous Vehicles 29:20 Tesla vs Waymo | The race is here NOW 33:10 How many players will there be in this space Challenges that did with the launch | What Is Uber's Future 45:00 Are we all going to become fat and lazy 46:50 Tesla FSD in New York City 48:15 What is next for Tesla, Robotaxi, Elon Musk, and legacy automakers 1:05:05 Final comments ----------------------------------------------------------

We Took More Than 40 Rides In A Tesla Robotaxi | Our Initial Thoughts - Episode #22 of The Gigacast ---------------------------------------------------------- 0:00 Introduction to Robotaxi 1:05 Omar's first thoughts about the Tesla Robotaxi launch in Austin 2:45 Sawyer's first thoughts 10:00 The Safety Driver 13:30 Entertainment in the Robotaxi 14:45 The Rideshares App and Differences Between Robotaxi and Standard Model Fleet 19:10 How many Tesla Robotaxis are there today 21:12 Problems with the launch so far 26:00 A moment of optimism for Autonomous Vehicles 29:20 Tesla vs Waymo | The race is here NOW 33:10 How many players will there be in this space Challenges that did with the launch | What Is Uber's Future 45:00 Are we all going to become fat and lazy 46:50 Tesla FSD in New York City 48:15 What is next for Tesla, Robotaxi, Elon Musk, and legacy automakers 1:05:05 Final comments ----------------------------------------------------------

Rallies

73,519 views • 1 year ago

🚨BREAKING: MORGAN STANLEY SAYS $TSLA HAS SECURED THE CRITICAL KEY TO AUTONOMY • Morgan Stanley says recent developments in the insurance sector are a major positive signal for Tesla’s self-driving ambitions and stock upside • Online insurer Lemonade launched a new product that cuts premiums by up to 50% for Tesla drivers when Full Self-Driving (FSD) is active • The bank calls this a “critical unlock” for Tesla and the broader autonomous driving market • It shows insurance companies are finally beginning to trust and price for autonomous technology based on real-world data

🚨BREAKING: MORGAN STANLEY SAYS $TSLA HAS SECURED THE CRITICAL KEY TO AUTONOMY • Morgan Stanley says recent developments in the insurance sector are a major positive signal for Tesla’s self-driving ambitions and stock upside • Online insurer Lemonade launched a new product that cuts premiums by up to 50% for Tesla drivers when Full Self-Driving (FSD) is active • The bank calls this a “critical unlock” for Tesla and the broader autonomous driving market • It shows insurance companies are finally beginning to trust and price for autonomous technology based on real-world data

Tsla Archive

55,839 views • 6 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 ⚡️

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 • 3 months ago

🚨 Tesla's Cybercab fleet is growing fast! Jeff Lutz 🔋 highlights that a record 102 Cybercabs were spotted at Giga Texas, while Robotaxi hubs continue to fill up across the country, including 50 in Dallas and 31 in Houston. What's interesting is that Cybercabs are no longer showing up in just one place. They're now being spotted in multiple cities as Tesla expands testing and prepares for larger-scale operations. The numbers are still small compared to Tesla's long-term goals, but the trend is clear: dozens are becoming hundreds. $TSLA

🚨 Tesla's Cybercab fleet is growing fast! Jeff Lutz 🔋 highlights that a record 102 Cybercabs were spotted at Giga Texas, while Robotaxi hubs continue to fill up across the country, including 50 in Dallas and 31 in Houston. What's interesting is that Cybercabs are no longer showing up in just one place. They're now being spotted in multiple cities as Tesla expands testing and prepares for larger-scale operations. The numbers are still small compared to Tesla's long-term goals, but the trend is clear: dozens are becoming hundreds. $TSLA

Herbert Ong

25,540 views • 1 month ago