Herbert Ong(@herbertong):"Why isn't Tesla flooding Austin with Robotaxis yet?" That question led to one of the most interesting parts of the Q2 earnings call. The answer isn't just about regulation, it's about building a system that can scale across entire states, not just one city. The same strategy may also explain why Optimus could roll out slower than many expect. $TSLA

Herbert Ong

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参加 July 2008

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Herbert Ong@herbertong

2026.07.27 13:23

"Why isn't Tesla flooding Austin with Robotaxis yet?" That question led to one of the most interesting parts of the Q2 earnings call. The answer isn't just about regulation, it's about building a system that can scale across entire states, not just one city. The same strategy may also explain why Optimus could roll out slower than many expect. $TSLA