This is the nextbigfuture GDP PPP forecast scenario, not an IMF, Anthropic, or consensus forecast. It took the Anthropic economic forecasts for their base case and their bullish case. I then aligned national data for Taiwan and other countries as of this year. I then used OpenAI GPT 6 to build the scenario where AI …
Tesla already sold the car. Could it keep earning from that same vehicle for years—and eventually earn while the car is parked? There are or will be three current and future revenue streams for Tesla cars. FSD subscriptions, autonomous rides, and Digital Optimus—the vision of AI performing computer-based work using Tesla hardware. Cybercab gets the …
Tesla, SpaceX and AI could be approaching huge unlocks at the same time. Could Cybercab and worldchanging FSD 15 change Tesla’s demand? Could Starship unlock more satellite capacity—and eventually computing in orbit? And when does AI become a worker you can actually delegate to? • Tesla’s robotaxi rollout, FSD demand, and the opportunity in Europe. …
Jason Calcanis of the All in Pod predicted Tesla will land 40% of the future robotaxi market, Uber 40%, Waymo 15%, and everyone else splits the remaining 5%. I go through the actual supply chain, unit economics, and hardware numbers and show why we think that split is way off — and why Tesla likely …
Chris Camillo — the investor who’s turned a small stake into as much as $100M — says Tesla’s robotaxi and Cybercab story is already priced into the stock. We go through the actual numbers on a whiteboard and show why we think he’s missing several layers. FSD subscription revenue today, the Hardware 4 legacy fleet …
What is going on with Tesla Cybercab and Robotaxi? No clearly presented answers from Tesla. Answers are scattered. But looking at what is happening. We can put all the reports into context. QUESTIONS State of Rollout How Much Ramp by Dec 2026? What Cities? How Many Cybercab? FSD ? Tesla Cars? When Will Robotaxi Revenue …
Tesla is letting people sign up to buy robotaxi fleets. The presentation at the event described dynamic pricing. Tesla has officially started offering Cybercab rides to the public. Info after the event. Per teslayoda – Cybercab can be purchased by fleet managers first — at $25-30K per unit. Fleet managers will be sold Cybercabs. The …
106 Model Ys were registered in Texas for Tesla robotaxi in about 24 hours, bringing the total to 375 Model Ys and 45 Cybercabs as of September 2, more than doubling the count from the prior week. Trackers like Texas Autonomous Vehicle Tracker confirmed the number after the final Model Y registration, with Tesla now …
Is the Tesla Robotaxi Era finally here. Many Tesla believers had lost faith. But look out Tesla is ramping unsupervised robotaxi. There are about 1000 Cybercabs parked in and around Austin and other Tesla robotaxi cities. Elon and Tesla AI lead Ashok are talking about flooding Austin with Cybercabs. Unsupervised Cybercabs are already being added …
The Tesla Robotaxi tracker does not capture all Tesla Robotaxi but still identified 195 unsupervised robotaxi. Tesla doubled the vehicles in the last month and quadrupled in the last four months. It is a crowdsourced identification of unique robotaxi where people must submit vehicles and license plates to the system. The system has identified about …
Tesla Cybercab production lines are already running. Actual manufacturing and scaling are underway (not just prototypes). There will be a significant announcement that is related to GigaTexas scaling on July 7th. One week from today. Tesla is super confident about dominating operational cost dominance with Cybercab. Tesla will crush others with the lowest cost per …