@GrindeOptions As one of those @Tesla Nerds planning an Austin trip next month for the sole purpose of immersing in the Cybercab experience, I second the motion.
Another example of legacy auto taking the wrong fork in the AV road. Waymo vehicles look like refugees from the 2004 DARPA challenge while costing 5X Cygercab / 2X Model YL.
🚨 Tesla just added 28 Robotaxis in Texas in one shot!
@JoBhakdi breaks down the latest DMV data:
→ 19 new Model Ys
→ 9 new Cybercabs
→ 476 total registered vehicles
→ 67 Cybercabs
That puts the Cybercab fleet roughly 50% above launch-day levels.
The next milestone to watch? 100 Cybercabs!
But there’s still an important caveat: registered doesn’t always mean actively serving riders, and street trackers still show a smaller number in operation.
And hanging over all of this is the NHTSA audit.
So the fleet is clearly growing. The bigger question now is whether regulation can keep up with the ramp.
$TSLA
@Cyber_Trailer In the ‘70s, while the “Big 3” stubbornly continued building shitty gas guzzlers, 🇯🇵 & 🇩🇪 makers grabbed 35% of US market share with innovative, efficient, fun cars. What @Tesla is doing to legacy auto now is 1000X bigger. They deserve it!
@SDembraski LMAO! I recall being so excited when I bought my last ICE with software loaded on a SSD only to learn later that updates required me to go to the dealer to purchase a new SSD. May as well have bought a horse & buggy.
@sweatystartup IMHO @Tesla made the right move by 86ing S & X to focus on Cybercab, Semi & low-to-mid $ market cars. The real product is FSD software.
@SDembraski I've been using FSD for 99% of all driving since it was first released in 2021. Started with Chill and ran voice nav (so I could better anticipate maneuvers in advance) until I gained confidence, then switched to Standard.
@JSeyff The "no dealer" thing is the best part! Last time I bought a legacy auto, it took like 2 hours to pick up the card and I had carpal tunnel syndrom from signing so many carbon copy documents. Card salesmen will soon be a historical artifact.
@niccruzpatane@Tesla 99% of folks that that listen to me extolling the virtues of FSD literally don't believe me - until they take a ride and see me sitting there with my hands folded in my lap "supervising" while the card handles everything.
@niccruzpatane@Tesla Looking forward to my trip to Austin in November for the sole purpose of immersing in Cybercab experience and capturing it on video. We've got some heavy lifting to do legislatively in NJ, but we'll get there.
@CuriousPejjy The stock will most certainly explode. So too will the gross income of independent Cybercab operators (like me). If Tesla's earning $40K/unit assuming a 35% split, I'll be earning ~$75K/unit.
@Tesla A skeptical friend keeps asking: What happens when a Cybercab passenger starts vandalizing, spilling food & bev, puking, etc? Will Grok caution the passenger to cease & desist? Will the app ding the passenger for damages and/or cleanup?
@teslaownersSV I'm 72 with bad eyes. Without FSD Supervised, I would have turned in my license a couple of years ago. Instead, I'll be trading in my 2020 Model 3 so I'm ready for V15 and another 20-30 years of indepencence!
@herbertong will be the patron saint of Jersey Shore Mobility when our Cybercab fleet is cruising Asbury Park in a couple years. Great content - thank you!
🚨 This could be a really important shift for Tesla’s robotaxi plans!
@CernBasher points out that NHTSA seems to be moving toward a simple idea: judge autonomous cars by how safely they perform, not by whether they use LIDAR, mirrors, pedals, or other old-school design requirements.
That’s a big deal!
If a robotaxi can prove it’s safe, the tech stack matters less.
NHTSA is already looking at rule changes around displays, brakes, windshield systems, and more, while building a broader national AV framework.
For Tesla, that kind of performance-based regulation could make the path to scaling robotaxis a lot cleaner.
$TSLA
@Cybercabs hitting the streets in NYC - just an hour’s drive from the Jersey Shore. I figure my fleet will will be cruising Asbury Park in 2-3 years. Cha-ching! https://t.co/48GUN6hzwA