Vedant Nair (@vedantnair__)

2026.11.11 03:20

One thing that’s struck me about being back in ATX this week is the sheer amount of Cybercabs here. Every single street in downtown has the gold cars zipping around. It’s striking and in your face. There are so so many Robotaxis - now more than Waymo in TX. I don’t think people are able to properly grasp what’s coming. @Tesla’s incredible ability (and now renewed focus) to scale manufacturing means that the only practical bottleneck at this point is regulation. For the purposes of a taxi service in metro areas, self driving seems like a solved problem. I now have a visceral understanding of the Tesla bull case. Not crazy to say that the Cybercab fleet will 100x in the next year.