🚨 Why does Tesla’s Robotaxi rollout still feel slower than expected? Jo Bhakdi breaks down Genma’s Genma_Jp take that Elon probably isn’t intentionally slowing things down for a SpaceX merger. The simpler explanation is execution: too many remote interventions, parking issues, Cybercab-specific FSD training, and more service infrastructure still... needed. Basically, getting a few driverless cars to work is one thing. Scaling thousands without a huge human support team is a very different challenge. $TSLA $SPCXshow more

@JOBhakdi @nymbusjp Still doesn’t explain elons radio silence on anything TSLA related while showboating spcx all day everyday

Thank you for saying the quiet part out loud. There are still technical, operational, and infrastructural related challenges before ramping scale of Robotaxi. For anyone doubting this, I ask them to compare every other autonomy provider’s depots against Teslas. Tesla - dirt lot, leased parking lots, squeezing existing public Superchargers and service centers at night. Waymo, Zoox, AVRide, PonyAI - Dedicated depots with DC fast chargers, real lots, warehouse space for inspection, cleaning, repairs.

That was a good video, you have good taste in choosing which X posts you highlight in your videos😜 More seriously, I am fully in agreement with Jo. We're scaling, there's no doubt about it. In April, we had fewer than 30 unsupervised vehicles in active operation, we now undoubtedly have over 100 if you count all the cities. Supervised vehicles have vanished from Austin... Next important signals? An expansion of the geofence in Houston or Dallas and scaling to around 100 vehicles there too.

@JOBhakdi @nymbusjp Few cars working isn't a business. It's a demo.

@JOBhakdi @nymbusjp Great work everyone

@JOBhakdi @nymbusjp What happened to "it's a flip of a switch" you gullible idiots 🤣

@JOBhakdi @nymbusjp Cybercab delays are due 3/Y sales higher than expected due to Trumps moronic Iran war boosting EV sales, Tesla just can't open up enough Cybercab manufacturing capacity yet. The plan was to replace slowing 3/Y sales by Cybercabs and pushing forward Robotaxi income. Delayed.

@JOBhakdi @nymbusjp It doesn’t just feel slower…it is slower. And not by just a little. Infrastructure is moving at a snails pace. Something seems very wrong.

@JOBhakdi @nymbusjp My theory, Elon is slow walking production ie waiting for the A5 chip. A5 chip will by far make for a safer FSD.

@JOBhakdi @nymbusjp It only "feels" slower because of the previous overly optimistic statements from Musk. To be fair, Tesla's management has dialled it back this year, but many, including here on X, kept going on and on decrying the lack of progress and asking rhetorical questions to get clicks.

@JOBhakdi @nymbusjp I thought it was pure profit, just flip the switch? Are you saying it might not be 95% profit margin? Is there some infrastructure, logistics and overhead required?

@JOBhakdi @nymbusjp It is way to slow and possibly by design. Frustrating.

@JOBhakdi @nymbusjp I feel like this post could have been posted two months ago and had the same effect. Same tagline different video.

@JOBhakdi @nymbusjp Because we are impatient 😂

@JOBhakdi @nymbusjp @elonmusk is likely to require unsupervised FSD operate without need for a significant number of human remote intervention operators before unleashing large numbers of CyberCabs. This will precede Unrestricted FSD release for private Tesla cars. This is proper engineering caution

@JOBhakdi @nymbusjp No one sells out on the verge of a massive 10 year product development right before the roll out. @elonmusk is stealing $tsla he owns more $spcx

@JOBhakdi @nymbusjp Does Robotaxi scaling require a specific Grok release (e.g. v4.7)? There are so many final pieces Elon may insist are needed before it can truly scale. @elonmusk @aelluswamy

@JOBhakdi @nymbusjp Why the radio silence, Elon posts on X all day long about grok making a small update, how about the same updates for cybercab. Progress on Optimus factory build out, instead the silence on Tesla is deafening

@JOBhakdi @nymbusjp It took 10 months to get FSD trained for Cybertruck. Cybercab will be faster but it won't be 5x faster.

@JOBhakdi @nymbusjp One would think they would have thought of that before suggesting they would have a robotaxi fleet by the end of the year.

@JOBhakdi @nymbusjp But they should have known this. If this is the actual reason behind slow deployment then they either lied or had no clue what they were doing. Either case we shareholders are screwed.

@JOBhakdi @nymbusjp This wasn't obvious a year ago when RoboTaxi launched? Anyone who's started a business knows everything takes much longer than hoped. The sheer complexity of trying to launch driverless ride hailing should tells us it's years, not months to scale.

@JOBhakdi @nymbusjp So what was the thought process last fall when rollout plans communicated by both Elon and Ashok were much more aggressive? Can't believe they were unaware of infrastructure, pickup!/dropoff and parking issues.

@JOBhakdi @nymbusjp Why not scale with Model Y which already has a mature FSD? This will go a long way to fine-tune the Ribotaxi logistics

@JOBhakdi @nymbusjp It is because it is slower than expected.

@JOBhakdi @nymbusjp Product for product the services provided by SpaceX far exceed Teslas hopium. If an earth killer asteroid was announced SpaceX is a 100trillion overnight. Yes I’m probably retarded but retarded works these days.

@JOBhakdi @nymbusjp And Waymo CEOs keep telling ppl they need lidars is scaring off Tesla robotaxi team.🙂

@JOBhakdi @nymbusjp Regulations. Let us buy them with steering wheels and get them on the roads. When the refs are approved we can pull out the wheels and robotaxi them.

@JOBhakdi @nymbusjp You guys aren't helping anything and you're probably pissing Elon off. He wants to get this done and his strategy has been to make it obvious to everyone. Arguing that he's not undermining Tesla is just impeding his efforts.

@JOBhakdi @nymbusjp Feel? 🤯

@JOBhakdi @nymbusjp Probably what a big word. Doesn’t mention Elon isn’t slowing Robotaxi down. Looks like a duck, quack like a duck and walks like a duck it’s a duck. Can’t pretend he hasn’t talked up Tesla but o yes space x hype is unreal and advertising Starlink. Facts not fiction. Truth

@JOBhakdi @nymbusjp Elon don't even need to sandbag robotaxi, without him Actually pushing Robotaxi, it's going nowhere even in 10 years

@JOBhakdi @nymbusjp Tired of TSLA . Going to buy KO and relax 😎

@JOBhakdi @nymbusjp Bc it is.