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Cybercab event was mostly a private employee party with some friends who often happened to be youtubers. But info that came out or is known answer all your questions. 1 million unsupervised miles total, up from 380,000 at earnings 5-6 weeks ago. Instead of miles growing at 10% increase per week now 17% per week. Tesla at about 150,000 unsupervised miles per week. 4–5.5 million miles per week for the Waymo with 10-15X the cars. Tesla passes Waymo in about 17-20 weeks. Dynamic pricing based on time of day and other real time info. Actual prices at about $1.50 per mile. About half the waymo pricing. 420 registered in Texas. will be getting to 4000-8000 vehicles by end of year with 50-100% Waymo mile per vehicle usage. Tesla at about 30-50% Waymo miles per vehicle. Tesla will be selling to fleet operators at about $25 to $30k per vehicle. Plus with the FSD subscription and [I assume] likely some per mile charge. City timeline is public and unchanged from the last earnings call. Cybercab production from earnings deck as well. Will get to 2500 per week. $TSLA Using dry cell 4680 batteries. using unboxed giant lego manufacturing process. Everything about it faster and cheaper. Will be getting to big numbers in 2027. Substantial earnings per share impact Q3 or Q4 2027. Like $2 per share. Also, if paying attention to high gas prices and China 15k ahead in sales of Q2, likely going to about 500,000 cars sold in Q3. FSD now on about 1.5 milllion vehicles. FSD subscriptions increasing. If we get the robotaxi version FSD 15 in Q4 this will bump FSD sales. FSD subscriptions towards 100% would mean $1200 per year recurring on say 2 million new vehicles and adding subscriptions to older vehicles. 2 million at $1200 per year is $2.4 billion per year. 2027 could be $5 billion per year recurring.
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