Cybercab is now at price and wait time parity with Uber on average. It has been raining today in Austin. Plus we got a huge geofence expansion. Still these numbers. Robotaxi is getting real. They are about to dominate Austin

Cybercab is on the floor at Auto Zürich today, the first stop of its Europe tour. Elon on what autonomy does to the car business: "now you go from like, I don't know, 20, 25% margins to 90% margins. It's insane." "For cars that are owned by customers, then we'd obviously revenue share with the customer. So the owners of the cars, I think, would earn quite a bit more than the lease cost or financing cost of the car when it's in autonomous mode." @elonmusk Auto Zürich: Nov 5–8 at Messe Zürich.
12 stops, 9 countries, through mid-January 2027. Robotaxi is already live in Fort Worth. Europe is looking at the no-wheel car in person. Interview: TOSV 𝕏 Takeover 2024 | Cybercab: @Tesla @robotaxi

Cybercabs are showing up more and more outside Tesla’s Austin service area On southwest Austin traffic cameras outside the boundary: 1 sighting the week of Sep 28, 33 last week

Cybercab line is so fast it doesn't run every day! Tesla's Lars Moravy said it's "currently outpacing our deployments." @thejefflutz says less floor space, labor and part count means a much smaller fixed-cost burden, and each Cybercab keeps earning for years instead of being a one-time sale. @CernBasher ran the flip side. At 17% week-over-week growth, Tesla would need more than 2,500 new vehicles a week in about 20 weeks, right around the line's stated 125,000 a year. So which wins, software or manufacturing? --------------------- Cyberbulls E213 The Bulls: Jeff @thejefflutz Cern @cernbasher Phil @pbeisel

Cybercab registrations in Texas: October 1: 169 October 12: 319 Today: 463+ 114 of those came in the last week alone. 228 spotted in Austin, and the first one now showing up in Dallas. At last week’s pace, registrations pass 1,500 by year end. If the curve keeps steepening, 2,000 is in reach. Those are the two numbers that matter. Past 1,000, Cybercab stops looking like a pilot. Past 2,000, it’s a business nobody can dismiss, and in our model it’s on its way to roughly doubling Tesla’s earnings. The market is starting to notice. The counter shows why. Live, updated hourly: $TSLA