Gary Black(@garyblack00):I’ll accept that it’s both the 50% increase in gas prices since Feb and greater awareness of FSD that are driving $TSLA sales. But since only 35% TSLA sales come from the U.S. and FSD unsupervised is still only approved in a single digit % of the U.S. I’m going to say it’s primarily higher gas prices driving increased global TSLA deliveries. FSD also doesn’t explain why $RIVN beat 3Q estimates so handily: RIVN delivered 19,248 units vs 17,633 est. Because RIVN blew past 3Q expectations but left its FY’26 guidance unchanged at 65K-70K, RIVN stock fell -3% today.

2026.10.02 21:14

I’ll accept that it’s both the 50% increase in gas prices since Feb and greater awareness of FSD that are driving $TSLA sales. But since only 35% TSLA sales come from the U.S. and FSD unsupervised is still only approved in a single digit % of the U.S. I’m going to say it’s primarily higher gas prices driving increased global TSLA deliveries. FSD also doesn’t explain why $RIVN beat 3Q estimates so handily: RIVN delivered 19,248 units vs 17,633 est. Because RIVN blew past 3Q expectations but left its FY’26 guidance unchanged at 65K-70K, RIVN stock fell -3% today.

FutureAzA@FutureAZA

2026.10.02 16:32

Gary is confident autonomy can't push Tesla sales because other companies have autonomous vehicles. I'd flip that to say the success of those products that people cannot buy at any price is good for precisely one company's sales. Like Waymo but want to own it? Get a Tesla.

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