Herbert Ong(@herbertong):Tesla doesn't need a national Robotaxi framework to keep expanding; it needs approvals market by market, following the same path Waymo has already opened. That's the case from @thejefflutz and @CernBasher. Cern expects no change to Tesla's Texas rollout and argues that lower transportation costs make autonomy attractive across party lines. Outside Texas, he says markets welcoming Waymo should also welcome Tesla once it shows its service is as safe or safer. Jeff agrees the companies will coexist and doesn't see a federal framework as the immediate priority. The rollout remains a series of local safety and policy decisions, not a single national yes or no. $TSLA

2026.11.06 17:37

Tesla doesn't need a national Robotaxi framework to keep expanding; it needs approvals market by market, following the same path Waymo has already opened. That's the case from @thejefflutz and @CernBasher. Cern expects no change to Tesla's Texas rollout and argues that lower transportation costs make autonomy attractive across party lines. Outside Texas, he says markets welcoming Waymo should also welcome Tesla once it shows its service is as safe or safer. Jeff agrees the companies will coexist and doesn't see a federal framework as the immediate priority. The rollout remains a series of local safety and policy decisions, not a single national yes or no. $TSLA