We need to reinvent and rebuild the world’s factories, warehouses, supply chain and systems where AI and automation can integrate, move and track everything. We need to do this from first principles. We will have more than just a future of robotaxi. We will have roboeverything. In a future dominated by drones, Optimus-like humanoid robots, …
Tesla is expanded the Austin Robotaxi service area and is now doubling the number of robotaxi service vehicles in the area. They will soon be providing service to the Austin Airport. The map of the service area is 170 square miles. Tesla FSD 14 will be out next month and it should be 2-3 times …
As of August 2025, no truck maker or startup has deployed autonomous platooning of semi trucks where the following trucks operate without any human drivers at any location. Platooning will have no drivers in the trucks following a lead truck. Drivers in a convoy will share the driving of the lead truck. This can increase …
There is an intermediate step before fully automated self-driving (FSD) trucking and that is automated truck platooning, where multiple Tesla Semi trucks follow a lead vehicle with only one driver for a whole fleet. This is enabled by advanced FSD software available in 2025. This would be significant scale starting in late 2026, leveraging Tesla’s …
Brian and Cern Basher had a deep dives into why Tesla robo-trucking (autonomous electric semis) may be an even bigger profit driver than robo-taxis: Cern adapted his robotaxi financial models for trucking. Tesla’s robo-trucks are overlooked but could be as big or bigger than robo-taxis in revenue, profit, and market value. Profitability Comparison: $40k Tesla …
Everyone is missing the potential profitability and stock impact of Tesla’s Semi truck equipped with Full Self-Driving (FSD), transforming it into a robotruck. FSD is making solid progress in Austin and FSD 14 will be released in September with 10X the parameters. Test pilot production has started for Tesla Semi as the factory in Nevada …
What would the world GDP in the 2040s be if there were 10 billion humanoid robots? Assuming the robots were 4 times as productive as humans. There would also be 3 billion robotaxis and robotrucks making transportation 10 times cheaper and 2-3 times faster for ground transportation. There would be global 6G space communication via …
Tesla has always used lidar to calibrate autopilot and FSD. This is one valid use-case for lidar. Hinrichs Zanegler has published videos of the Tesla Semi starting robotrucking tests. The prototype production is scaling up as Zanegler shows pictures of 23 Tesla Semis parked together. Tesla is scaling up to a few hundred serial production …
Tesla FSD is making huge progress on a weekly basis. Like all AI products like Open ChatGPT and the chess and Go AI programs this will continue. Those looking at the nearterm are looking at take rates or percentage of Tesla buyers who buy Tesla FSD. Those looking out are looking at Robotaxi but I …