🚨 Are you ready to ditch your steering-wheel? ⁉️
We just held the first-ever National AV Safety Forum at DOT HQ @NHTSAgov
We’re cutting red tape ❌ and empowering our innovators to build big, beautiful, AMERICAN-made AVs 🚘
THE FUTURE IS MADE IN THE USA🇺🇸
For months, my #1 $TSLA catalyst pinned to my profile has been: “Trump streamlines federal process allowing TSLA to secure general unsupervised autonomy license nationally.” That speculation is playing out today, fueled by D.O.T. Secretary Sean Duffy’s announcement Thursday that DOT planned to streamline the legislative approval process for securing national autonomous deployment licenses so that U.S. autonomous manufacturers didn’t have to apply state by state to launch fully autonomous vehicles. According to Duffy: “As part of DOT's innovation agenda, our new framework will slash red tape and move us closer to a single national standard that spurs innovation and prioritizes safety."
At the end of June, TSLA plans to launch a trial Robotaxi network in Austin TX featuring 10-20 Model Y vehicles equipped with full-self driving hardware and FSD. Assuming all goes well in Austin, TSLA would move to expand the test to other US markets by year-end. Our TSLA 2026-2030 estimates — which remain well above WS ests (our 2028 TSLA adj eps est $6.80 vs WS $5.40) — assume a 15% FSD take rate at the current $8,000 FSD sale and $99/month rental prices.
Tesla has a current fleet of over 7,000,000 vehicles
Waymo has a fleet of 1,000 vehicles
The Cybercab will cost around $20,000 to produce
Waymo vehicles with LiDAR included cost well over $100,000 to produce
Tesla’s vision only approach can work anywhere in the world
Waymo is geofenced
I wonder who wins?
$TSLA
FSD Supervised ride-hailing service is live for an early set of employees in Austin & San Francisco Bay Area.
We've completed over 1.5k trips & 15k miles of driving.
This service helps us develop & validate FSD networks, the mobile app, vehicle allocation, mission control & remote assistance operations