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$tsla this potentially changes the game everyone was assuming a conservative rollout wherein cities will grant permit, then a driver will sit in the car, then slowly add unsupervised cars this raised questions about cybercabs - where will they go if the rollout is slow? but now, we just saw them launch houston and dallas out of nowhere, with unsupervised vehicles (only?) this sudden step-change can shock the market, bc now it feels like elon has some aces hidden in his sleeve that he hasn't teased at all and now, the other cities mentioned in earnings report for 1H are on the table with cybercabs starting to roll off the lines, they could suddenly begin being deployed this changes things a lot IF we also see a sudden uptick in fleet sizes per city (most importantly austin) IMO tracking the fleet size will be the signal -- is it a performative couple vehicles in a small geo, or are they seriously scaling each market? my guess is that it won't be a blitzkrieg moment for now, but my AI tracks robotaxi fleet size/growth & reports on fleet growth each week, so i'll def keep an eye on it looks like elon is queuing up some strong talking points & momentum last minute into the earnings call this week

Robotaxi now rolling out in Dallas & Houston 🤠

At some point in the next twelve months, Tesla is going to blow the lid off the Robotaxi expansion process. Everyone that has doubted it is going to look quite stupid. When the "all at once" phase truly begins, it's going to be a glorious thing to watch $TSLA

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

Tesla's Optimus V3 robot hand looks to have been revealed in a new international patent published today. The patent describes a tendon/cable-driven hand: • Actuators in the forearm • Each finger has 4 degrees of freedom • The wrist has 2 degrees of freedom • Tendon-driven system: 3 thin, flexible control cables (tendons) per finger run from forearm actuators, through the wrist and into the fingers. • Advanced wrist routing: Cables switch from a lateral (horizontal) stack on the forearm side to a vertical stack on the hand side, plus a transition zone to minimize stretch, torque, friction, and crosstalk during yaw/pitch movements. • Integrated control cable channels in the finger segments and precise routing (behind some joints, forward others) for selective bending. The full filing is in the thread below if you want to read more about it:

Tesla 2026 So Far 🚀 ‣ AI5 chip taped out, 5x compute leap ‣ FSD v14 rolling wider, real-world gains ‣ Robotaxi network expanding fast ‣ Cybercab production officially started ‣ Optimus moving toward scale ‣ Energy quietly compounding Not hype. Elon’s playbook: scale + speed. $TSLA 🚀