Register and share your invite link to earn from video plays and referrals.

Genma_Jp
@nymbusjp
15+ Years Leading ADAS Innovation $TSLA Visionary Peace Advocate, Anti-Nonsense, Anti-Woke Pro-Mankind, Anti-Nato, The Duran Member New account, @Genma82 stolen
710 Following    8.2K Followers
Final verdict from the two threads Reported unsupervised Robotaxi rides: ~172+ Reported remote support interventions: ~12 Of those 12, only 2 were clearly necessary (one trip that wouldn’t start, one routing/drop-off issue). The other ~10 came from a single user who estimated ~20% of his 50+ rides involved “some form of support conversation.” He also noted that support sometimes dialed in unsolicited. That puts the raw intervention rate at roughly 7%. Given that the bulk of the calls came from one person and some were proactive check-ins rather than true interventions, a more realistic figure from this sample is closer to ~5% (or lower). What this implies for scaling Assumptions (deliberately conservative): - Average remote support session lasts ~5 minutes - At maturity, a well-run Robotaxi averages 25–30 rides per vehicle per day At 5% intervention rate and 30 rides/vehicle/day: - 1000 vehicles → ~1500 interventions/day → ~125 hours of remote staff time - Fully manageable with a small, centralized team. Roughly 30 people would be enough. Most rides happen during the day, so the night shift can stay light. Even at the higher 7% raw rate, the workload remains operationally trivial relative to the fleet size. Conclusion The “convenience issues” Elon has referenced are not the limiting factor for wider deployment. The current intervention rate is already low enough that Tesla could scale the fleet significantly without remote operations becoming unmanageable. They are simply choosing not to. They are taking the time to drive that last few percent toward near-zero before expanding aggressively. Having a thousand vehicles instead of a hundred offers them almost no strategic advantage right now. They are not aiming for a thousand. They are aiming for a million, or more...
Show more
To get a better view of the magnitude of the convenience issues that Tesla is working on, if you are using Robotaxi, please reply to this post with how many times you took unsupervised rides over the last two months and how many times a remote intervention was necessary. Thanks!
Show more
Follow @WorldlyReviewer if you want to know the state of the Robotaxi service in Austin. Daily updates on the availability and quality of service, as well as new vehicles entering service.
We finally have a clear picture of Tesla’s plan. The numbers show a well-coordinated strategy: - Very small fleet in 2026 keeps accident risk extremely low and buys time to finish v15, further raising FSD’s safety level before any large-scale deployment. - Testing of v15 improvements is already underway on the Robotaxi fleet, supporting a complete v15 release by the end of 2026 or early 2027 (as previously indicated in Q1). - The growth rate Ashok communicated should allow Tesla to fully utilize Cybercab production capacity next year—clear coordination between FSD maturity and manufacturing targets. - Seeding strategy across multiple cities and states this year ensures enough markets are ready for the big ramp-up in 2027. This looks like a carefully thought-through plan, not the usual aspirational statements. I prefer short-term disappointment over hype. Yesterday’s earnings call met every expectation. Now go cook, Tesla team.
Show more
Germany and Europe as a whole now stand on the edge of an unprecedented industrial catastrophe. What we are witnessing is not a series of unfortunate management decisions, regulatory missteps, or simple bad luck. It is the latest chapter in a set of deep, recurring mechanisms that have governed the rise and fall of human organizations for thousands of years. As an automotive engineer who has spent more than fifteen years inside the European industry, I watch these forces unfold every single day — in the meeting rooms where “getting shit done” has become nearly impossible, in the growing silos and politically painless compromises, in the quiet surrender of creative energy. At the same time, as a European born in the 1980s, I feel the exact same dynamics at work in the slow erosion of the confident, vibrant Europe I grew up in. The mechanisms are playing out simultaneously at every level of my life, from the factory floor to the civilizational scale.
Show more
They're hiring these people but do not intend to put them to work. The same as the Cybercabs they are producing now. They are churning them out but will not put them in service. It all makes sense.
Tesla is currently hiring Robotaxi "AI Safety Operators" in 32 different metro areas that add up to one HALF the USA's population (148M people). This is the new "vehicle operator" position for their robotaxis. Below is a table of the job postings locations, and the corresponding populations.. $TSLA. Link in the comments
Show more
I experience the process described by @brivael every day at work. It is a civilizational cycle. And we have a chance to break it. See the article below👇
L'Europe n'a pas été assassinée. Elle s'est suicidée. Et comme tout suicide confortable, elle l'a fait lentement, poliment, à coups de bonnes intentions — persuadée jusqu'au bout d'être vertueuse. C'est pour ça que personne ici ne veut nommer la chose. Un meurtre, ça se dénonce. Un suicide, ça oblige à regarder l'arme. Et l'arme, ce n'est ni Washington, ni Pékin, ni « l'ingérence ». C'est nous. Trois coups. Toujours les mêmes. Premier coup : on a fait fuir ceux qui créent. Le socialisme ne rend pas les pauvres riches. Il rend les bâtisseurs partants. Chez nous, celui qui crée est traité comme un suspect : taxé comme un privilégié, régulé comme un danger, envié comme un voleur. Alors il part. Pas par cupidité — par épuisement. Le capital et le talent ont des jambes. Ils vont là où on les accueille, pas là où on les soupçonne. Et ce qui s'en va, ce n'est pas seulement de l'argent. Ce sont les boîtes qui ne naîtront jamais ici. Bastiat appelait ça « ce qui ne se voit pas » : on compte fièrement l'impôt prélevé, on ne compte jamais les champions jamais construits. On a choisi. Deuxième coup : on a tué le goût de la liberté. Le piège le plus efficace n'est pas la misère. C'est le confort. Tocqueville l'avait vu il y a deux siècles : un pouvoir doux, tutélaire, qui se charge de ton bonheur, prévoit, pourvoit, décide — à condition que tu renonces à être adulte. On a bâti exactement ça. Un continent où tout le monde boit aux mamelles de l'État-providence et appelle ça « solidarité ». Mais un peuple qui attend tout de l'État finit par ne plus rien vouloir par lui-même. La liberté n'est pas un droit qu'on consomme, c'est un muscle. Et un muscle qui ne porte jamais rien s'atrophie. Taleb dirait la même chose autrement : retire tout stress d'un système, tu ne le rends pas fort — tu le rends fragile. On a choisi. Troisième coup : on a confié les clés à ceux qui ne construisent rien. Et pour gouverner tout ça, on a mis en haut non pas ceux qui bâtissent, mais ceux qui commentent. Une caste de littéraires, de juristes, de communicants — qui n'ont jamais shippé une ligne de code, jamais tenu une paie, jamais risqué un euro à eux — mais qui légifèrent sur tout. Ils ne savent pas construire, alors ils régulent. Ils ne savent pas créer, alors ils interdisent. Et ils produisent à l'échelle industrielle la seule chose qu'ils maîtrisent : de la norme, de la directive, du label, du comité. De l'absurdité déguisée en progrès. Une civilisation se définit par qui elle place au sommet. Mets des ingénieurs en haut, tu obtiens Ariane, le TGV, le programme nucléaire. Mets des administrateurs en haut, tu obtiens des études d'impact sur les études d'impact. On a choisi. Ces trois coups ne sont pas trois maladies. C'est la même. Un continent qui punit ceux qui créent, subventionne ceux qui renoncent, et couronne ceux qui ne produisent que des règles. Punir, subventionner, couronner — toujours les mauvaises personnes. Ce n'est pas de la malchance. C'est un tri. Les audacieux s'en vont, les dépendants restent, les commissaires gouvernent. Ce n'est pas une crise. C'est un résultat. La bonne nouvelle avec un suicide, c'est que la main tient encore l'arme. Donc la main peut la baisser. Arrêter de traiter l'entrepreneur en suspect et commencer à le traiter en actif national. Couper ce qui étrangle, pas ce qui produit. Rendre le goût du risque, de l'effort, de l'envie de gagner. De l'énergie abondante et pas chère. Des champions tech qu'on laisse enfin grandir au lieu de les réguler au berceau. Moins de gens qui expliquent le monde, plus de gens qui le fabriquent. Parce qu'une civilisation ne meurt jamais de ses ennemis. Elle meurt de ce qu'elle cesse d'exiger d'elle-même. L'Europe a tout ce qu'il faut pour revenir — le capital, les talents, l'histoire, une faim enfouie sous un siècle de confort. Il lui manque une seule décision : arrêter d'administrer son déclin, et recommencer à bâtir. Le reste n'est qu'une question de volonté. Au travail.
Show more
Friend of mine works at sales and services for a legacy manufacturer. She keeps telling me how frustrating it is for her to "lie and manipulate in interaction with the customer". Why? Because it is a bad product and she gets briefed and trained for "better wording" in order to sell a distorted view on reality.
Show more
Agreed. But there is one AI company which does real physical products with real added value which will generate an insane amount of cash in the short term. That's the whole difference.
AI is real. But the LLM-token economy still looks like a bubble. The money flow is simple: Enterprise → LLM → GPU → Memory Investors are moving upstream in search of certainty. No one knows which AI app will win, so they buy the LLM labs. No one knows whether OpenAI, Anthropic, Google, Meta, or xAI will win, so they buy NVIDIA. No one knows how durable GPU demand is, so they buy memory. Every layer looks safer than the one below it. But that certainty is an illusion. The entire chain is still funded by the layer closest to real ROI. Enterprises pay for tokens because they are trying to prove LLM adoption works. But so far, LLM productivity gains have not clearly translated into revenue growth. Consumers are not obviously buying more. Expenses are not obviously falling either. Most AI-related layoffs look more like companies using LLMs to rationalize previous overhiring. The layoffs truly driven by “AI efficiency” often create backlash, operational problems, or quality issues. When hallucination is still unsolved, critical work still needs human supervision. So the economics are awkward: no obvious revenue lift, no obvious expense reduction, and a new token bill on top. Meanwhile, customers are not receiving much of the surplus. They are not getting better products at lower prices. They are getting higher prices, worse content, and weaker job security. Personally, I hate this most when I see gaming consoles getting more expensive, PCs getting more expensive, Macs getting more expensive, and the internet filling up with lower-quality AI slop. If consumers do not spend more, the companies selling to them cannot justify ever-growing LLM expenses. And enterprises do not need to abandon LLMs for the chain to break. They only need to slow the growth of LLM spending.
Show more
Very good point from Pejjy. Credits are gone but deliveries go up. Great products do not need state subventions.
Btw, $TSLA hit a record Q2 deliveries without any EV credits and only with 2 models + a truck... IS THAT NOT INSANE TO YOU?!
Agreed. The beast shall be unleashed.
The safest bet for Lars' July 7 scaling effort could be that Cybercabs drive directly from the factory into the Robotaxi network. The geofence does include the gigafactory.
When I say I’m in awe of this design, it’s because everything is simple and elegant. The shape is fluid, clean lines, no mirrors, no unnecessary angles. The part count has been radically reduced. A traditional ICE has around 500 moving parts. This has the bare minimum: battery, steering, and electric motor. And then there’s the real breakthrough: FSD. One compact unit with two redundant chips, connected only to cameras. Nothing else. No radar. No LiDAR. No HD maps. It is the simplest design. And that’s precisely why it’s the best. Making things simple in engineering is incredibly difficult. Achieving this level of simplicity and elegance is a genuine work of art.
Show more
Slowly, slowly, super slowly... then all at once!
People keep telling me Tesla’s competition isn’t standing still. I work at one of them. They’re right, we’re not standing still. We’re reversing.
What matters now isn't how many Robotaxis there are—it's how fast that number is growing.
Unsupervised, right away. Waymo used supervisors for a very long time. Tesla launches unsupervised.
I think I'm going to be correct on both counts! Double Win!
@nymbusjp Eventuell liegst du, was die NATO, den Westen und die Ukraine angeht, genauso falsch wie früher bei Musk/FSD.