Remount

You own the vehicles. We run the operations. Tesla supplies the autonomy. remount.co

Overnight the car sits on concrete somebody pays rent on, drawing power somebody meters. Fares get all the attention. The stall is where the margin goes.

@TeslaZoa Job postings are a better launch map than the announcements. You don't staff a night crew in a city you aren't about to run cars in.

Tesla is hiring Robotaxi operations staff in Austin, Fort Worth, San Antonio, and Tampa as it prepares to expand its service. The Night Shift Robotaxi Fleet Support Specialist role includes vehicle inspections, cleaning, minor maintenance, charging, vehicle movement, and inventory management to support smooth 24/7 operations. The shift runs from 10:00 p.m. to 8:30 a.m. (This image shows Austin, one of the cities listed.)

@TeslaLarry @RandyWKirk1 The whole thing hinges on the guy who owns the car saying yes at 7pm on a Friday. Peak demand is exactly when he wants to be driving it himself. remount.co

I'm the quoted post below, @RandyWKirk1 asked Grok for the comparison between Waymo and Robotaxi economics, and Grok correctly stated that Robotaxi had about a 50% cost advantage. However that only states the obvious, and simplistic statistic, not the killer advantage Tesla has over every other ride hail vendor in the West - Tesla has a huge, and growing, fleet of retail-owned Tesla's that are potentially able to feed vehicles into the Robotaxi Fleet in peak demand periods. This is a critical capability, as ride hail companies make more than 100% of their profits in these peak periods! Absent that ability, Waymo and others that require large suites of sensors, iand/or third party supplied vehicles will not be able to be very profitable, if at all. So Waymo is constrained to have to be moderately successful if it expanded to small flyers in many cities. Tesla promises to dominate the space in pricing power and availability in all markets with the possible exception of China.

@Scobleizer Eight-year-old car running Santa Cruz to Carmel, no notes. Does hardware that old ever get cleared to run with nobody in it, or is that always new cars?

Elon has many levers to pull on to hype the stock. But all others are minor compared to Optimus. Go to Kansas and ask them to name the robots they know. Everyone says Optimus. No one knows any other. So to me 100% of my conviction in Tesla is because of Optimus. Which will arrive in a Robotaxi. They go together like peanut butter and jelly. By the way the FSD 14 lite running in my eight year old Tesla Model 3 is stunning. One of the oldest 10,000. It is stunning for a distilled model running on a shitty computer. Tonight I had my robot drive me and a friend to Santa Cruz and then to Carmel. It is better at 99.999% of the turns than you are, or even a professional race car driver. It is so smooth and so good driving around: from city to interstate, to curvy roads, to mountain roads. It's so good that it makes me wonder why we aren't talking about bringing autonomous cars to the entire nation. It tells me that the Tesla team knows how to distill models and make highly useful small models that can run on local inferencing—i.e., the shitty computer in your car. It is still a pretty good computer, keep in mind, but it's not a big NVIDIA data center, is it? It's this ability to distill models that gives me confidence that they're going to be able to figure out how to get a world model to run in the Optimus, even if the Optimus has to run on an NVIDIA Jetson card, which is a shitty computer again compared to a Vera Rubin in the cloud. And Elon can always come in late, just like Steve Jobs did. Late, late, late. Can't make a phone that can compete with Nokia. Nope, nope, nope, nope. Elon bought Cursor to solve a problem he was having internally at xAI (now called SpaceX). Have you noticed that Grok has increased the speed at which it's improving since Elon bought Cursor? I have. Why did Elon buy Cursor? Because they had a lot of developers using their product. In other words, they were generating a lot of data, just like in his car fleet. You can see what Elon's doing right in front of you, but believing in it is a whole different problem for people. I don’t see any Western competition for Optimus. Anyone who disagrees has been tormented by this. The founder of Foundation in San Francisco (makers of military humanoids) told me he analyzed Tesla’s Optimus and team very deeply down to understanding their actuator strategy. He went military because he knows Elon won’t follow him because that would destroy many purchase orders. Almost no one wants a military bot in their store, factory, office, etc or home. Until they see all the security benefits. If there is a fire in your home don’t you want your robot to make sure it gets you awake? And once it saves one life aren’t you buying in? How about after 100,000? I am also investing in the Roadster. It won’t add anything to the bottom line other than pride. Sometimes you find a team for whom that matters. The Fremont Tesla workers have always been underrated. They are innovators. GM and Toyota threw them away. Silicon Valley is too expensive the bean counters say. It is their diversity that will give them an edge over others. And loyalty to Elon. They will collect the data where many others can’t. In the worker’s own kitchens. If Elon really could convince them then Optimus will be quite special. Even if he has to dance for three years. :-) It doesn’t matter if it is four or five. When he comes he will completely change the marketplace like when IBM came with its PC. This is why I don’t care that I have lost money and opportunity cost in the past few years. I am investing in saving lives. And it will take a while but it is coming. Change is coming. It is the most stunning software of my life and I have launched many. Optimus = world model from Tesla + large language model from SpaceX both distilled down to run on shitty computers. That is digital Optimus. If it runs on Hardware 4 then it certainly will work better on 5.0. :-)

Own the bots that do the work.

@jonaslamis @nymbusjp Growth math checks out. The other input is the nines. Elon mentioned 99.999999% on the earnings call, which roughly translates to 300 million clean miles before full scale. If that's truly the case, the fleet stays scarce deep into 2027.

@nymbusjp Great model, thanks for sharing. I'm digging into the quality side of Elon's comments yesterday. Publishing a complementary piece tomorrow on how growth in safe miles translates to quality outcomes, and when the fleet's ready to go live. The March of Nines.

@CernBasher Capacity charts aren't wish lists. Someone has to sit in a review and defend that number when the line is running behind.

Tesla's installed annual manufacturing capacity... Cybercab appears for the first time.

@ChuckCook @robotaxi If they're post-training on fleet performance, every mile the fleet runs is doing two jobs. Earning, and making the next build better.

I am even more confident in this earlier post. v15 and its improvements are what they are waiting for to deploy more and more @Robotaxi at scale. It was reported that an early version of FSD v15 is running on the robotaxi fleet now. There is no doubt in my mind they are post training based on the performance of this model in the same way we get many small point releases on every consumer version of FSD. Once they are happy with the FSD v15 build the robotaxis will come quickly .. IMO. @Tesla_AI

@XFreeze Every one of those miles ran on a car designed to be sold to one owner. Cybercab is the first Tesla built around the fare instead.

Tesla’s Robotaxi network has now logged nearly 2.5 million cumulative paid miles The growth curve is accelerating rapidly: • Near zero in August 2025 • Nearly 1 million miles by January 2026 • More than 2 million by April • Nearly 2.5 million by June Every paid mile gives Tesla more real-world experience operating an autonomous ride-hailing network across different roads, cities and conditions And Tesla reached this milestone using Model Ys Cybercab production has only just begun, and it has not yet entered commercial Robotaxi service This is still the beginning

@JoeTegtmeyer Cybercab recycling on the E side is the surprise in that list. Is that just line scrap coming back in, or are they already planning for end-of-life cars?

22 July 2026 Giga Texas VIDEO … 6 Year Anniversary of the start of Giga Texas & 2nd Qtr Financial Results day! Lots of big announcements by Tesla including HW3 cars getting FSD V14 Lite in wide release, Robotaxi expanding to new cities in Florida, Starlink added to Cybercabs & Cybercab Recycling Operations on the E side of the factory. Construction is happening seemingly everywhere on the site including both sides of the central highway! Flood waters in the Colorado River are beginning to recede & we see production steady for Model Y’s, Cybercabs & some @Cybertruck. Link to 4K video below!

@CernBasher Two of those four gates aren't engineering problems. Infrastructure and regulators run on their own clock, and no model version speeds them up.

This illustration captures Tesla investor anxiety. As the technical capability (blue line) of FSD improves our minds tell us that Robotaxi should scale - "what are they waiting for?!" But there is a deployment threshold that must be reached - where FSD is not only safe (if scaled), but offers a great customer experience (picks you up and drops you off without any drama). It's also the point at which enough infrastructure is in place to begin scaling. And it's the point at which regulatory bodies are on board. Only then can Tesla truly scale the Robotaxi network (green line). By the way, the difference between the blue and green lines represents investor frustrations. We see this today in the many comments along the lines of: "they promised X, but we've only seen Y - so I'm mad."

Miles are the thing that kills a car's resale value. Unless it's out running fares all day, in which case the odometer is just the receipts.

@TeslaZoa 24/7 ops still means someone on the lot at 3am plugging cars in and checking them over. The number I'd want is how many cars one of those shifts covers.

Shortly after officially announcing Robotaxi operations in Tampa, Tesla posted a job opening for a night-shift Robotaxi Fleet Support Specialist. The role supports 24/7 fleet operations by handling vehicle inspections, cleaning, charging, vehicle movement, lot management, and minor maintenance.

@GrindeOptions The diner was for the humans waiting out a charge. That one doesn't need a booth.

The Cybercab at the $TSLA diner!

A yard of cars, a depot, a dispatcher, a night crew. That was the cost of entry to a fleet. Soon it's one car that drives itself and a place to plug it in.

Somebody eats the charging bill and the empty miles between pickups, and with no driver that somebody is whoever's on the title. The fare money doesn't disappear with the seat.

@wholemars Hours booked per car and miles between interventions are the two we'd watch. A streak on those means the fleet is earning. Total supervised miles just means it drove.

Self-driving stats coming to the Tesla mobile app, including streaks! This will make it fun to bust out and compare with people. Hope they add streaks to fleet telemetry as well.

@SawyerMerritt @Tesla Good list. Mine would be how much of the constraint is cars versus depot and charging capacity in each new metro.

Here are the retail investor questions that will be asked on @Tesla's Q2 earnings call tomorrow (Wednesday): 1) What are the main constraints to expanding robotaxi operations faster, and how do you see that lining up with Cybercab production? 2) What's the current status of Optimus Gen 3 production ramp, initial deployment in factories, and external sales timeline/volume for 2027? What tasks can we expect the Optimus to perform by end of 2027? 3) Tesla has missed short term guidance on robotaxi 3 earnings reports in a row, from 50% coverage of USA by end of 2025 to most recently 7 new cities in 1H26. What is keeping Tesla back from accomplishing these short term goals that they've set for themselves? 4) This one will likely be skipped or not answered: To reward long term Tesla retail shareholders for their loyalty, can you commit to achieving at least half of the goals outlined in your 2025 compensation plan before considering any offers to acquire or merge Tesla? 5) Why has growth of robotaxi vehicles stalled? When will we see cybercab start customer rides? 6) What are the latest milestones and city expansion plans for unsupervised Robotaxi/Cybercab operations in 2026? How many vehicles are targeted for the fleet by year-end, and what recurring revenue contribution is expected? 7) What is Tesla's plan to rollout Digital Optimus with SpaceXAI? When will Tesla deploy Megapods to Superchargers? What is Tesla's capital contribution? What is Tesla's revenue share with SpaceXAI? When can we expect customers and revenue to ramp?

The humanoid hype has it backwards. The first robot a household puts to work won't fold laundry or make breakfast. It parks outside and drives itself to the next fare.

Your car watched you leave for work this morning and wondered why only one of you has a job.