Cybercab is real and the energy is undeniable. These two are sitting in the showroom right now — frunk open, falcon wings up, people already locked in. Meanwhile Nevada just gave Tesla the green light for up to 5,000 robotaxis in Clark County. That’s Las Vegas. The previous limit was 10. Tesla’s own Cybercab chief engineer said they’d be extremely happy hitting around 2,500 in the first year. Initial fleet starts with Model Ys and Cybercabs follow. At the same time the Model Y L is straight cooking. Six-seater long-wheelbase is nearly sold out for the rest of 2026 in the US with new orders already pushing December deliveries. In Australia it just outsold the regular Model Y in July and helped drive record Tesla numbers. Families are locking these in hard. Hardware on the floor. Regulatory wins in Vegas. Demand for the family hauler going vertical. This is the moment. Electrified Horizons is locked in. More coming.

Happy to announce that SemiAnalysis AgentX has been integrated into ModelScope, an eval framework widely used in China. We are incredibly excited that AgentX has become an industry standard & has been adopted globally, including OpenAI, Meta, Inferact, RadixArk, MiniMax, Alibaba Qwen, Moonshot, ZipHu GLM, Oracle, etc.