@TeslaLarry @FredLambert At one time, most, if not all the Tesla bulls were claiming that a single update would awaken the fleet and every Tesla car on the road would become a robotaxi overnight.
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@Oneil1B
embarassed to own a tesla
Maryland, US, Earth 616 Katılım Mart 2012
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I'm really not sure who you are referring to, but the Robotaxi progress has been - if anything - more rapid than I expected or forecast. I did not expect to see as many cities added this early, and I did expect that it would be year's end before we saw real scaling. I'm on record in mutliple YouTube discussions on that subject. I point to the several years of evolution of Waymo before they went (somewhat) wide.
But on the subject of "hater", I really do think you qualify. Let's put your feed into ChatGPT (as I'm sure you would reject Grok), and let's see what an objective analysis it would yield from the perspective of your sentiment.
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It’s always funny to me that Tesla shareholders believe I’m a “hater” when it comes to the Robotaxi program when the reality is that Tesla’s Robotaxi is underperforming even my own conservative expectations — expectations that were seen as ridiculously negative by $TSLA .
When Tesla launched the program in Austin last June, I thought that by the end of 2025, roughly six months in, Tesla would have about 100 unsupervised robotaxis operating in limited geofenced areas across a few Texas cities with minimal regulations. That was my “bearish” view.
We are now a full year into the program, and Tesla has around 25 cumulative unsupervised vehicles, with only about 17 of which were active in the last seven days according to the tracker, and they are operating less than 30% of the time.
Tesla is in a worse position than even my own view, which was considered absurdly pessimistic by the Tesla investment community.
I can’t even say that I was right about how slow the Robotaxi would ramp, since it has been much slower than my own prediction.
But I was certainly way more accurate than Elon and most $TSLA folks.
Now there are some early signs of finally ramping up, but I have serious doubts that it will go hockey stick any time soon.
Electrek.co@ElectrekCo
Tesla 'Robotaxi' unsupervised fleet finally shows some signs of ramping up electrek.co/2026/04/30/tes… by @fredlambert
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@nerdalert Wow, some actual honesty from a long time big TSLA bull! It's nice to see. There was a time when we were told that a software update would awaken the fleet and all our H3 Teslas would be robotaxi ready all around the country.
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Now try doing this same bit with a 2021 Tesla Investor vs a 2026 investor.
2021 investor: wow we must be so close to selling 20M vehicles per year, crazy you’re only four years away from hitting that!
2026 investor: actually we don’t care about deliveries anymore.
2021 investor: oh that must be because robotaxis are so dominant, is that driving all the earnings growth now?
2026 investor: ummm, not exactly…
2021 investor: well how’s the energy business doing, we must be installing 10K solar roofs per week now right?
2026 investor: no but we’re going to have the roadster unveil soon!
Whole Mars Catalog@wholemars
2026 Investor: Man I'm so PISSED! Fucking $TSLA! 2025: Why, what happened? Did protestors try and bomb another Tesla showroom? 2026: No, even worse! There are only 19 Robotaxis! 2025: ... You guys have Robotaxis?!? Someone must be supervising though right.... 2026: No, 19 is the number of unsupervised Robotaxis in Austin, Houston and Dallas. Including the supervised cars there's around 600 2025: Wow, we don't have even one robotaxi yet. Supervised or unsupervised. So what are you so upset about? 2026: The stock price! 2025: Ooof yeah, I know. Stock just hit $220 and Tim Walz celebrated it publicly. Has it gone even lower? 2026: Yeah, it's gone down all the way to $400! God damnit Elon, you idiot! I'm a brilliant investor, the only reason I keep losing money trading is because of Elon. 2025: So you're telling me the stock is almost double what it's trading at today and you guys have actual driverless Teslas Robotaxis? 2026: Yeah, it sucks. Massive disappointment!
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@EmmetPeppers You'll be lucky if the combined market cap is above $3 trillion in 2028. 2026 the year of SpaceX IPO will mark the top in the two for many years. Won't see a new high till 2030s. We are at peak hype
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Attention $TSLA investors, do you think $TSLA + SpaceX combined, could reach a combined public market cap valuation of $10 trillion by the end of 2028?
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@wholemars the joke is that you mocked Waymo for geo fences and number of robotaxis for a long time, and now you cheer a geo fenced, timed constrained, weather constrained remote supervised robo taxi.
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HA! Only sixteen unsupervised Robotaxis? What a joke!
HA! Only seventeen unsupervised Robotaxis? What a joke!
HA! Only eighteen unsupervised Robotaxis? What a joke!
HA! Only nineteen unsupervised Robotaxis? What a joke!
HA! Only twenty unsupervised Robotaxis? What a joke!
Whole Mars Catalog@wholemars
HA! Only eleven unsupervised Robotaxis? What a joke! HA! Only twelve unsupervised Robotaxis? What a joke! HA! Only thirteen unsupervised Robotaxis? What a joke! HA! Only fourteen unsupervised Robotaxis? What a joke! HA! Only fifteen unsupervised Robotaxis? What a joke!
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The last hail producing storm moving through Racine. Anyone else see some hail?
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@wholemars Sleeping? TSLA has a PE of 350. Tesla's taxi cab service is fully priced in and then some
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Pure vision Robotaxis operating safely in the rain, with no driver or safety monitor.
The market is still sleeping on what an insane technical achievement this is. It will be an inflection point in the deployment of autonomous vehicles.
Sawyer Merritt@SawyerMerritt
Tesla's Unsupervised Model Y Robotaxis operating in the rain today. (thx for the video @RonitL14!)
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FACT: Trump was President a year ago
Acyn@Acyn
Trump: A year ago, our country was an embarrassment. All over the world, they laughed at us.
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@wholemars Tesla was supposed to be different, an update and the fleet would be alive coast to coast
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People forget how long it took Waymo to get to the point where it started scaling seriously. It didn’t happen in the first year.
The Tesla Robotaxi service is not even a year old yet.
stonkdaddy@stonk_daddy
@DirtyTesLa It took Waymo 2 years to go from supervised to 3 unsupervised cars, then another year to go from 3 to 100 unsupervised cars. Indeed, Tesla is scaling much faster.
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@SawyerMerritt Geo fenced, remote operators/supervisors and only operates in good weather. Yeah clearly everything Musk promised us
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Not sure why some people say Tesla's AI4 won't be able to achieve Unsupervised. It's literally already doing it lol
Abhimanyu Yadav@WorldlyReviewer
Here is 30 minutes (sped up) of Tesla’s unsupervised @robotaxi driving in Austin. It is real @elonmusk
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$AMZN — what part of world domination does the market still not get as they acquire $GSAT?
Spectrum, AI Chips, Data centers, Robotics, Logistics, and oh that little delivery business we all just love called Amazon.
Did not even include an ad biz that does almost 2x that of Tik Tok and growing faster than $META
$AMZN Trading at 30x earnings against a 5-year average P/E of 48x and a 10-year average north of 60x. Market still not giving credit to them owning the future!
Apply the 5 year average multiple to forward earnings and $300 isn't a hope it is simple math.
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@AlexFinn @SawyerMerritt AMZN has a heavy lift rocket delivering payloads to Mars and orbit. Maybe Starship can complete an orbit on the next try
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@SawyerMerritt is Amazon's strategy just do whatever SpaceX is doing, but 5 years later?
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NEWS: Amazon has unveiled its Amazon Leo Aviation Antenna.
"This will deliver reliable internet connectivity to airline passengers and crew with up to 1 Gbps download and 400 Mbps upload speeds. The low-profile antenna has no moving parts, reducing maintenance, and can be installed in one day."
• 58 inches long
• 30 inches wide
• 2.6 inches high
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@JayWeber3 would be nice to see Rs do something about their sexual predators
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The speed with which Pelosi, Schiff and the democrats could destroy Swalwell proves how long they've known he's a sexual predator and an overall d-bag were okay with it.
(Because he was THEIR sexual predator and d-bag and the found value in him.)
Eric Swalwell@ericswalwell
I am suspending my campaign for Governor. To my family, staff, friends, and supporters, I am deeply sorry for mistakes in judgment I’ve made in my past. I will fight the serious, false allegations that have been made — but that’s my fight, not a campaign’s.
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@Jason @JoeSquawk Loved watching Joe squirm. Trump has become everything Joe hated about Biden, old, dimentia, high inflation, war monger, and the icing on the cake, Joe is friends with an Epstein guy.
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.@JoeSquawk, it's 2026… You gotta stop blaming Biden and accept that President Trump now has to own his track record and account for his campaign promises.
Inflation is up, not down
GDP has been revised down
Unemployment has ticked up
He started a war in the Middle East
Tariffs were executed poorly and overturned by the SC — that Trump placed three members of!
ICE and Bondi’s lawfare were complete disasters that resulted in firings
Trump’s approval is at an all-time low.
He's made a lot of mistakes, just like Biden.
Just call balls and strikes!
Joe Kernen@JoeSquawk
Inflation averaged 5.2% under Biden. Even with a war and tariffs to rebalance global trade March core annual CPI rose 2.6%
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I am not sure why Melania Trump decided to make a statement about Jeffrey Epstein seemingly out of nowhere today, but if the idea was to put the ongoing coverup in the rearview mirror it will backfire spectacularly
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@nerdalert FSD version ......is always the greatest thing and yet, it remains a L2 driver assist. Let me know when FSD is unsupervised and TSLA takes responsibility
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How are you feeling about $TSLA after seeing the initial FSD 14.3 roll out?
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@BuzzPatterson dems didn't come up with it, WallSt coined the phrase TACO
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“TACO” is the dumbest shit I’ve heard Dems come up with yet.
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Iran believes, not incorrectly, that it can bomb Kuwait or Oman, blame Israel, and millions around the world will lap it up.
Al Jazeera Breaking News@AJENews
BREAKING: Iran condemns what it called an Israeli attack on Kuwait’s desalination facilities 🔴 LIVE updates: aje.news/2j1442?update=…
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@TommyThornton Wait till they become SpaceX faithful holding a 2 trilly bag
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