Herbert Ong(@herbertong):🚨 Tesla’s Cybercab ramp may be accelerating faster than the registration numbers suggest. @thejefflutz is tracking Texas DMV data, and Tesla is now at 448 registered Robotaxi vehicles: 390 Model Ys 58 Cybercabs But the more interesting signal is the VIN sequence. Jeff estimates Cybercab production may have gone from roughly 100–150 per week in August to a possible 300+ per week run rate by mid-September. Tesla still appears to be ramping carefully, likely pausing to make fixes, improve factory yield, update hardware like embedded Starlink, and match software and regulatory readiness. The fleet is growing. But the VINs may be telling us the factory is moving even faster. $TSLA

2026.09.22 00:08

🚨 Tesla’s Cybercab ramp may be accelerating faster than the registration numbers suggest. @thejefflutz is tracking Texas DMV data, and Tesla is now at 448 registered Robotaxi vehicles: 390 Model Ys 58 Cybercabs But the more interesting signal is the VIN sequence. Jeff estimates Cybercab production may have gone from roughly 100–150 per week in August to a possible 300+ per week run rate by mid-September. Tesla still appears to be ramping carefully, likely pausing to make fixes, improve factory yield, update hardware like embedded Starlink, and match software and regulatory readiness. The fleet is growing. But the VINs may be telling us the factory is moving even faster. $TSLA