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What Tesla is doing with Cybercab shouldn’t be possible even by modern standards....it’s one of the hardest engineering problems any company can attempt The challenge is far bigger than building a car with no steering wheel or pedals The car has to drive itself, operate reliably on public roads,...

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X Freeze

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12,819 Aufrufe • vor 6 Tagen •via X (Twitter)

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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

31,023 Aufrufe • vor 1 Tag

The Tesla Cybercab is a next-level experience every time you get in it. At scale, a ride in one of these will be more affordable than public transportation.
0:38

The Tesla Cybercab is a next-level experience every time you get in it. At scale, a ride in one of these will be more affordable than public transportation.

Nic Cruz Patane

25,084 Aufrufe • vor 3 Tagen

Elon Musk on the Cybercab: “The Cybercab does not have a steering wheel or pedals. This car either drives itself or it does not drive” No fallback. No human intervention. It’s pure autonomy And the scale is going to be enormous: “We would expect over time to make far more Cybercabs than all of our other vehicles combined”
1:10

Elon Musk on the Cybercab: “The Cybercab does not have a steering wheel or pedals. This car either drives itself or it does not drive” No fallback. No human intervention. It’s pure autonomy And the scale is going to be enormous: “We would expect over time to make far more Cybercabs than all of our other vehicles combined”

X Freeze

23,115 Aufrufe • vor 3 Monaten

🚀 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
1:09

🚀 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 Aufrufe • vor 2 Monaten

A lot of people look at Tesla and only see Elon. But the part that many people forget is… There's a team that helps turn Elon's vision into reality. Tesla has a deep bench of incredibly talented people behind the scenes building, engineering, solving problems, and executing every single day. These are the people that helped bring Cybercab to life. The Tesla team. It was an incredible event tonight.
0:42

A lot of people look at Tesla and only see Elon. But the part that many people forget is… There's a team that helps turn Elon's vision into reality. Tesla has a deep bench of incredibly talented people behind the scenes building, engineering, solving problems, and executing every single day. These are the people that helped bring Cybercab to life. The Tesla team. It was an incredible event tonight.

Teslaconomics

16,196 Aufrufe • vor 6 Tagen

The Cybercab is aiming to produce 2 million units per year. Let this sink in. Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one. This is Elon and Tesla going ALL-IN on autonomy. Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software. Elon put it best on the Q3 2024 earnings call: “It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.” That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab. Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale. That’s how you make 2 million Cybercabs per year possible. FYI, this is not going to be easy though. Elon has been brutally honest about production for many years: • “Prototypes are easy, production is hard.” • “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.” • “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.” He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏: “Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.” This is the key thing most people miss about Tesla manufacturing. Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard. Tesla already proved they can do this. They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume. Elon summed it up perfectly in 2024: “Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.” That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups. The Cybercab is aiming to be: 1/ Under $30,000 price 2/ ~$0.20 per mile operating cost 3/ 200+ mile range 4/ Up to 5x utilization vs personal cars 5/ Designed to run nearly nonstop 24/7 This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product. I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology. I get it now.
0:21

The Cybercab is aiming to produce 2 million units per year. Let this sink in. Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one. This is Elon and Tesla going ALL-IN on autonomy. Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software. Elon put it best on the Q3 2024 earnings call: “It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.” That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab. Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale. That’s how you make 2 million Cybercabs per year possible. FYI, this is not going to be easy though. Elon has been brutally honest about production for many years: • “Prototypes are easy, production is hard.” • “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.” • “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.” He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏: “Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.” This is the key thing most people miss about Tesla manufacturing. Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard. Tesla already proved they can do this. They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume. Elon summed it up perfectly in 2024: “Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.” That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups. The Cybercab is aiming to be: 1/ Under $30,000 price 2/ ~$0.20 per mile operating cost 3/ 200+ mile range 4/ Up to 5x utilization vs personal cars 5/ Designed to run nearly nonstop 24/7 This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product. I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology. I get it now.

Teslaconomics

31,985 Aufrufe • vor 7 Monaten

🚨 It feels like a bunch of Elon’s “coming soon” projects are suddenly becoming real at the same time! Tesla’s Robotaxi fleet is now estimated at 900+ cars, Cybercab has its big Sept. 3 event, and the Semi rollout follows on Sept. 24. Meanwhile, Tesla is building out Optimus production, expanding autonomy into more cities, and SpaceX is planning a massive $100B Starbase Louisiana project. Any one of these would be a big story on its own. Having them all ramp around the same time is what makes this interesting. The promises are turning into actual factories, vehicles and launch dates. Now comes the hard part: scaling them. $TSLA $SPCX
21:40

🚨 It feels like a bunch of Elon’s “coming soon” projects are suddenly becoming real at the same time! Tesla’s Robotaxi fleet is now estimated at 900+ cars, Cybercab has its big Sept. 3 event, and the Semi rollout follows on Sept. 24. Meanwhile, Tesla is building out Optimus production, expanding autonomy into more cities, and SpaceX is planning a massive $100B Starbase Louisiana project. Any one of these would be a big story on its own. Having them all ramp around the same time is what makes this interesting. The promises are turning into actual factories, vehicles and launch dates. Now comes the hard part: scaling them. $TSLA $SPCX

Herbert Ong

159,484 Aufrufe • vor 12 Tagen

ELON MUSK: "Tesla is the only company with all the ingredients for making intelligent humanoid robots at scale. My prediction is that Optimus will be the biggest product of all time by far. It will be 10 times bigger than the next biggest product ever made."
0:32

ELON MUSK: "Tesla is the only company with all the ingredients for making intelligent humanoid robots at scale. My prediction is that Optimus will be the biggest product of all time by far. It will be 10 times bigger than the next biggest product ever made."

DogeDesigner

1,471,551 Aufrufe • vor 1 Jahr

Optimus has the potential to become one of the most important products ever created. Once humanoid robots can perform a wide range of useful tasks at scale, the impact on manufacturing and the global workforce could be enormous. Tesla’s focus is now clear: scale Optimus production as fast as possible.
2:02

Optimus has the potential to become one of the most important products ever created. Once humanoid robots can perform a wide range of useful tasks at scale, the impact on manufacturing and the global workforce could be enormous. Tesla’s focus is now clear: scale Optimus production as fast as possible.

Humanoid Intelligence

448,752 Aufrufe • vor 15 Tagen

🚨 If you’re a Tesla investor, this is one interview you don’t want to skip. The full video posted below. Jeff Lutz Jeff Lutz 🔋 and I sat down with Tesla VP of Engineering Lars Moravy, and it was packed with insights! A few of the biggest takeaways: • Cybercab is expected to scale far beyond what most people realize. • The Cybercab line is already about 90% automated. • Tesla is using AI across engineering, manufacturing, quality control, and even “full self-hearing” to detect squeaks before customers ever receive the car. • Optimus production lines are coming together faster than many expected. • And Lars teased new scaling news coming on July 7. These are just a few of the nuggets from the conversation. A giant thank you to the Tesla team and Lars! $TSLA Lars Elon Musk
51:58

🚨 If you’re a Tesla investor, this is one interview you don’t want to skip. The full video posted below. Jeff Lutz Jeff Lutz 🔋 and I sat down with Tesla VP of Engineering Lars Moravy, and it was packed with insights! A few of the biggest takeaways: • Cybercab is expected to scale far beyond what most people realize. • The Cybercab line is already about 90% automated. • Tesla is using AI across engineering, manufacturing, quality control, and even “full self-hearing” to detect squeaks before customers ever receive the car. • Optimus production lines are coming together faster than many expected. • And Lars teased new scaling news coming on July 7. These are just a few of the nuggets from the conversation. A giant thank you to the Tesla team and Lars! $TSLA Lars Elon Musk

Herbert Ong

100,500 Aufrufe • vor 2 Monaten

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.
0:36

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 Aufrufe • vor 7 Monaten

🚨 Tesla may be telling us exactly what's coming next through its hiring! Cern Basher points out that Tesla currently has 36 Robotaxi job openings and 172 Optimus-related positions across engineering, manufacturing, testing, supply chain, and operations. The interesting part? These aren't the hiring plans of a company running experiments. They're the hiring plans of a company preparing to scale. From Robotaxi fleet operations to Optimus manufacturing, Tesla appears to be building the teams needed to turn both projects into real businesses. The question is: are investors paying enough attention to these signals? $TSLA
4:23

🚨 Tesla may be telling us exactly what's coming next through its hiring! Cern Basher points out that Tesla currently has 36 Robotaxi job openings and 172 Optimus-related positions across engineering, manufacturing, testing, supply chain, and operations. The interesting part? These aren't the hiring plans of a company running experiments. They're the hiring plans of a company preparing to scale. From Robotaxi fleet operations to Optimus manufacturing, Tesla appears to be building the teams needed to turn both projects into real businesses. The question is: are investors paying enough attention to these signals? $TSLA

Herbert Ong

42,919 Aufrufe • vor 3 Monaten

This is what it looks like under the hood of a Tesla Cybercab. That white reservoir at the bottom left holds fluid for the wipers and pressurized camera-cleaning system. Every exterior camera on Cybercab has its own dedicated washer. The entire front of the car is completed before mating to the other segments during production using the unboxed method. It will allow Tesla to scale to a Cybercab cycle time of ~10s or less. This method will change the landscape of automotive production forever. In the video, that is exactly how the car is produced at the factory. All those pieces are assembled, then mated together to complete the final product. I had the pleasure of talking to one of the engineers responsible for helping create the unboxed method, it was really awesome.
0:39

This is what it looks like under the hood of a Tesla Cybercab. That white reservoir at the bottom left holds fluid for the wipers and pressurized camera-cleaning system. Every exterior camera on Cybercab has its own dedicated washer. The entire front of the car is completed before mating to the other segments during production using the unboxed method. It will allow Tesla to scale to a Cybercab cycle time of ~10s or less. This method will change the landscape of automotive production forever. In the video, that is exactly how the car is produced at the factory. All those pieces are assembled, then mated together to complete the final product. I had the pleasure of talking to one of the engineers responsible for helping create the unboxed method, it was really awesome.

Nic Cruz Patane

37,316 Aufrufe • vor 5 Tagen

🚨ELON MUSK: "The only company with all the ingredients for making intelligent human robots at scale is Tesla. My prediction is that Optimus will be the biggest product of all time by far. Nothing will even be close. I think it will be 10x bigger than the next biggest product ever made."
0:48

🚨ELON MUSK: "The only company with all the ingredients for making intelligent human robots at scale is Tesla. My prediction is that Optimus will be the biggest product of all time by far. Nothing will even be close. I think it will be 10x bigger than the next biggest product ever made."

Autism Capital 🧩

260,391 Aufrufe • vor 1 Jahr

🇺🇸 ELON: OPTIMUS WILL BE THE BIGGEST PRODUCT OF ALL TIME "The only company with all the ingredients for making intelligent humanoid robots at scale is Tesla. This is a super big deal. My prediction on this front is that Optimus will be the biggest product of all time by far. Nothing will even be close. I think it will be ten times bigger than the next biggest product ever made. Like that level." Source: Tesla
0:31

🇺🇸 ELON: OPTIMUS WILL BE THE BIGGEST PRODUCT OF ALL TIME "The only company with all the ingredients for making intelligent humanoid robots at scale is Tesla. This is a super big deal. My prediction on this front is that Optimus will be the biggest product of all time by far. Nothing will even be close. I think it will be ten times bigger than the next biggest product ever made. Like that level." Source: Tesla

Mario Nawfal

13,153,734 Aufrufe • vor 1 Jahr

Elon Musk: “For robots to be truly useful, they must be intelligent. You should be able to ask them to do things naturally, and they must be affordable to build at massive scale. That combination is rare. Tesla is the only company with all the required ingredients, real-world AI, vision, autonomy, manufacturing, and cost efficiency. That’s what makes Optimus such a big deal. My prediction is that Optimus will be the biggest product of all time, by far. Nothing will even be close. I think it will be 10 times bigger than the next biggest product ever made.”
0:54

Elon Musk: “For robots to be truly useful, they must be intelligent. You should be able to ask them to do things naturally, and they must be affordable to build at massive scale. That combination is rare. Tesla is the only company with all the required ingredients, real-world AI, vision, autonomy, manufacturing, and cost efficiency. That’s what makes Optimus such a big deal. My prediction is that Optimus will be the biggest product of all time, by far. Nothing will even be close. I think it will be 10 times bigger than the next biggest product ever made.”

Mars University

34,328 Aufrufe • vor 19 Tagen

People forget Tesla is just as much a hardcore software company as it is a hardcore hardware company. You feel it the second you use the Cybercab. The software is buttery smooth. Everything responds instantly. And bc the Cybercab has cameras surrounding the car, it can constantly see what’s happening around it. The software takes all of that camera data and turns it into a real-time understanding of the world around the car like vehicles, people, roads, obstacles. You can literally watch that digital world being built around it on the screen as you ride. Hardware + software + AI, all built to work together. That vertical integration is Tesla’s superpower. That’s the part people miss.
0:28

People forget Tesla is just as much a hardcore software company as it is a hardcore hardware company. You feel it the second you use the Cybercab. The software is buttery smooth. Everything responds instantly. And bc the Cybercab has cameras surrounding the car, it can constantly see what’s happening around it. The software takes all of that camera data and turns it into a real-time understanding of the world around the car like vehicles, people, roads, obstacles. You can literally watch that digital world being built around it on the screen as you ride. Hardware + software + AI, all built to work together. That vertical integration is Tesla’s superpower. That’s the part people miss.

Teslaconomics

23,937 Aufrufe • vor 4 Tagen