Kadin Yu

dad

[Kadin Yu @KadinYu]

@piloly Petrol prices and Model YL really pushed purchases 😂

[Kadin Yu @KadinYu]

@nymbusjp Therefore TSLA price will have this price as its support until merger

[Kadin Yu @KadinYu]

@nadalprop_ Legendary story and story-telling in that episode. Goosebumps

[Kadin Yu @KadinYu]

@nymbusjp @JOBhakdi Sub-agents = real world training robots in this scenario?

[Kadin Yu @KadinYu]

@CernBasher @JOBhakdi Great video - Cern do you have any tips and tricks with building an income portfolio surrounding $Strc and/or $Sata for a kiwi 🇳🇿? Would appreciate your unique perspective especially having lived over here in NZ

[Kadin Yu @KadinYu]

@ryanjaycowan It looks like with a baby seat in the third row, the baby seat blocks the other seat from folding down. Can you confirm? Thanks

[Kadin Yu @KadinYu]

@Vol888 Reminds me of something similar a few weeks ago with last minute large buying

[Kadin Yu @KadinYu]

@Vol888 Exact dates? wth

[Kadin Yu @KadinYu]

@ryanjaycowan Available in anz?

[Kadin Yu @KadinYu]

@tpgoebel But only 300k to reach gross profit parity

[Kadin Yu @KadinYu]

Tesla Cybercab production officially started today. 🚕

2026: ~24,000 units produced, exiting December at ~7,500/month.

Faster than the Model 3 ramp (no paint shop, fewer parts, smaller car).

Slower than Model Y (all-new platform AND all-new Unboxed process).

Apr: ~75 per month
May: ~300
Jun: ~700
Jul: ~1.2k
Aug: ~1.8k
Sep: ~2.8k
Oct: ~4.0k
Nov: ~5.5k
Dec: ~7.5k

Now the part TSLA bulls should care about 👇

Assume 100% of 2026 production goes into Tesla's own robotaxi fleet (no retail sales). At 22k operating vehicles, 150 miles/day, $1.25/mile, $0.40/mile op cost:
• Revenue run-rate: ~$1.5B
• EBIT margin: ~43% (no driver in the cost stack)
• OCF run-rate: ~$525M after-tax = ~8% of 2025 FCF

Musk said it himself: "agonizingly slow" before "insanely fast." 2026 is the slow part. 2027 is when the S-curve breaks.

[Elon Musk @elonmusk]

Cybercab has started production