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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.
가입 April 2018
234 팔로잉 중    536.3K 팬
Today was a big day. 45 Cybercabs hit the Texas commercial AV registry in ONE day. Specifically for Austin. Go back to June 22, 2025. Tesla launched paid Robotaxi service in Austin with roughly 10-20 Model Ys. I was there. I was one of the first people Tesla invited to ride, and I took my first Robotaxi ride that day. There was still a safety monitor in the car. And there was no public VIN list. For almost a year, you basically had to watch Tesla build this thing from the outside. Then May 28, 2026. The public registry showed up: 42 Model Ys. Then the numbers start growing little by little... Fast forward to August 27... 270 Tesla Robotaxis registered. This was more than a year of Tesla slowly building the Model Y Robotaxi fleet. A few here. A few there. Test, learn, improve. People called it slow, said it would be a failure. Then today happened. August 31, 2026. 45 Cybercabs appeared on that same list in a SINGLE DAY. 269 Model Ys. 45 Cybercabs. Now there are 314 Tesla Robotaxis registered in Texas, Austin. Cybercab already represents about 14% of the registered fleet. And every single one of those 45 Cybercabs was added today. Probably some people are looking at this 45 number and are thinking... “That's it?” But for me, I'm looking at the shape of the graph, I built with my Grok Bot - Grok Build. For more than a year, almost everything is blue. Model Y... Model Y... Model Y. Then suddenly an entirely new vehicle appears on top of it. 45 of them... in one day. It's slow at first. Then it's all of a sudden. For those that have followed this story, know that this has been the Elon playbook for years. You first start small. Then you prove that it works. Then you make it safer. Then you make it better. Then you attack scale. For example... The Roadster came first. Then the Model S and X. Then the Model 3 and Model Y took Tesla to volume. Also... Autopilot crawled before FSD could run. FSD spent years improving before Robotaxi. Robotaxi started with Model Ys and a person sitting in the car. Then came unsupervised operation. And now the purpose-built Cybercab is entering the commercial fleet with no wheel and no pedals. It's the same pattern. The Model Ys and the Tesla fleet did the groundwork. These robot-on-wheels collected the miles. They taught the software. They helped Tesla learn how to operate an actual Robotaxi network. And now the vehicle designed specifically for that network is starting to show up. Giga Texas is listed with installed capacity for more than 125,000 Cybercabs per year. 45 is simply the first day we can actually see a meaningful Cybercab fleet showing up on paper. That's the part investors should be paying attention to. Bc if this follows the same Tesla pattern we've watched for years, the important number is what comes AFTER the 45. I think these numbers are going to look like peanuts in years. This feels like the beginning of something very different. Today was a historic day in my books. And now we got the official Cybercab launch in 3 days. LFG Tesla. LFG Elon. Me and many people that have been here since day 1 are rooting for you. See you soon for this monumental day.
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