4+ day, 5+ hour ago   (228+ words) 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? Tesla, SpaceX and AI could be approaching huge…...

6+ day, 9+ hour ago   (221+ words) Tesla is reportedly ordering enough parts from suppliers to build 15,000 Optimus units by the end of 2026 — about 1,000/week by end of September, ramping to 2,500/week by year-end. That’s a run rate of 100,000–125,000 units/year heading into 2027, and it confirms what…...

1+ week, 13+ hour ago   (212+ words) 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…...

1+ week, 4+ day ago   (224+ words) 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. 106 Model Ys were registered in Texas for Tesla…...

1+ week, 6+ day ago   (107+ words) 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…...

1+ week, 6+ day ago   (196+ words) 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…...