Herbert Ong(@herbertong):Cybercab line is so fast it doesn't run every day! Tesla's Lars Moravy said it's "currently outpacing our deployments." @thejefflutz says less floor space, labor and part count means a much smaller fixed-cost burden, and each Cybercab keeps earning for years instead of being a one-time sale. @CernBasher ran the flip side. At 17% week-over-week growth, Tesla would need more than 2,500 new vehicles a week in about 20 weeks, right around the line's stated 125,000 a year. So which wins, software or manufacturing? --------------------- Cyberbulls E213 The Bulls: Jeff @thejefflutz Cern @cernbasher Phil @pbeisel

2026.10.30 14:15

Cybercab line is so fast it doesn't run every day! Tesla's Lars Moravy said it's "currently outpacing our deployments." @thejefflutz says less floor space, labor and part count means a much smaller fixed-cost burden, and each Cybercab keeps earning for years instead of being a one-time sale. @CernBasher ran the flip side. At 17% week-over-week growth, Tesla would need more than 2,500 new vehicles a week in about 20 weeks, right around the line's stated 125,000 a year. So which wins, software or manufacturing? --------------------- Cyberbulls E213 The Bulls: Jeff @thejefflutz Cern @cernbasher Phil @pbeisel