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Teslaconomics
@Teslaconomics
I post my conscious thoughts w/ the world, live to the fullest, keep things simple, truthful & filter the noise. Long-term investor in Tesla, SpaceX, xAI/X.
参加 April 2018
230 フォロー中    511.5K ファン
Just my 2 cents… NFA. I think we’re going to see a MAJOR repricing of Tesla stock in the months ahead. And the main reason is bc Cybercab changes the entire story of what Tesla can now become. For years, a huge part of the market simply didn’t believe Tesla could actually pull this off. A car with no steering wheel. No pedals. No driver. Driving real people around public roads and generating real $ revenue. It sounded too far away. Too ambitious. Too difficult. Too risky. And that’s what still feels crazy to me. Cybercabs are now literally driving around the streets of Austin. Picking people up. Taking them where they need to go. Completing rides. And generating $ money for Tesla. This is no longer a concept. It’s no longer a render. It’s no longer Elon talking about what might happen one day. It’s a product doing the job it was built to do. For most of Tesla’s history, the product was still built around a driver. Steering wheel. Pedals. Someone sitting up front making the decisions. That’s still how almost every car company thinks. Build around the driver. Tesla’s next chapter is different. They’re building around the rider. And I know bc I’ve experienced it firsthand. I was one of the first people Tesla invited to ride Robotaxi in Austin on June 22, 2025. Then I went back for Cybercab launch week at ACL Live on September 3, 2026. Doors opened at 5. Keynote was at 5:30. Then the Cybercab was launched. No steering wheel. No pedals. Purpose-built for two passengers. This is not just a Model Y with a few things removed. The Cybercab was designed from the ground up to move people as cheaply, safely, efficiently, and smoothly as possible. And that changes the entire economics. When the driver disappears, growing supply no longer means recruiting another human being. It means just building another Cybercab. Uber and Lyft still need a human driver paid on basically every mile. Tesla controls the vehicle. Tesla controls the autonomy. Tesla controls the Robotaxi network and app. Tesla controls the charging ecosystem. And we’ve already seen Starlink connectivity integrated into Cybercab. One company controlling the entire stack. Now think about where this could all go. A Cybercab eventually targeting around $30,000. Tesla has talked about driving operating costs toward roughly $0.20 per mile over time. Lower cost per mile. Cheaper rides. More demand. More Cybercabs deployed. Shorter wait times. Better utilization. More riders. More Cybercabs. That’s what could start the exponential growth we’ve been patiently waiting for. And once that starts growing at scale, the economics could become ridiculous. It’s also hard for me to see why people wouldn’t want a ~$30K machine like this. No driver taking a cut from every ride. A cabin designed entirely around the passengers. A futuristic product at the price of a normal car. Other companies are still thinking about how to improve the driver experience. Tesla is asking a completely different question… What happens when the driver is no longer part of the product at all? A shift is happening. The market spent years asking whether Tesla could actually make this real. Now the thing is driving around Austin making $ money. And once millions of people experience what I experienced there, I think it becomes much harder to keep valuing Tesla like it’s simply another automaker. Cybercab completely changes the Tesla story. The craziest part is that the future everyone argued about for years is already driving around Austin. And eventually, I think the market is going to have to price that in.
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