SPR raising £6Bn for RoboCab infrastructure to connect 47M in UK rural communities, support 300k FSD Unsupervised AVs a £40Bn uncapped industry. Building NOW ♥️
You may have heard our research on Tesla Robotaxis... @CathieDWood just rode one through Austin.
No driver. No safety monitor.
Ride along with Cathie as she shares her thoughts from the passenger seat, including a newly discovered line item for our model.
🇩🇰 Denmark just approved Tesla FSD (Supervised) — #4 in Europe!
Netherlands ✅
Lithuania ✅
Estonia ✅
Denmark ✅
EU-wide approval: 🫠 Pending.
Congrats to Danish Tesla owners! 🎉
@Teslaconomics I’m across the pond & backing you all the way 👍
…but gen question, how you going to charge 34 Cabs? Too many say they’ll just lease parking lot, fit 20 wireless chargers @ $3,000 a pop! It’s not as simple as that, 20 x 25kW = 650kVA so 750kVA standard transformer installation
@TeslaHype We are over the pond watching it all unfold and praying UK Gov doesn't get in it's own way and stall FSD rollout followed swiftly by 'Cab rollout here ♥️
How long before we see those numbers in UK do you reckon?
Answers on a postcard 🤪
Are you willing to commit to a date now?
I'll start, FSD Supervised UK 17 Oct 2026, first 'Cab arrives UK shores Sep 27 🥳
Only problem is NG said they can't make grid connection till Dec27 🤪
🚨 Tesla now has 611 Robotaxis in its fleet
• Supervised: 594
• Unsupervised: 17
Breakdown:
• Bay Area: 511
• Austin: 96
• Dallas: 2
• Houston: 2
New cities are just starting, small fleets first as Tesla tests unsupervised driving at scale. $TSLA
via @RtaxiTracker
@TeslaFamilyYT @TeslaJigsaw I was listening to audio only while driving, I was fuming and had to pull over, watched the clip and I just went stratespheric 🤬
Lazy, bone idle journalism, if you can even call it that
@Jreed1235@Teslaconomics Jevrons Paradox! More mobility creates more industry which creates more need for more mobility and therefore more Cabs!
My grandkids (10+8) will never sit a driving test it'll be as alien to them as it was when I found out my grandad could show a horse
@PhinneusJ@Teslaconomics There won't be any 'Cabs sitting idle, we'll have Jevron's Paradox which generates more demand even at £2/$2 mile, less car ownership, I bet you owned a Blackberry?
@TeslaTrackerUS@Teslaconomics In UK taxis spend £99 per day putting diesel in the tank, even at 30% utilisation, paying Tesla 25%, insurance, finance, Elec, and Corporation Tax on profit a single 'Cab will still make more per year than current average taxi driver salary and that's before driver pays his fuel!
@MichaelSki11@Teslaconomics We have a plan for charging depot in every community in UK - 6,000 sites, average 30 chargers per site, 180,000 x 25kW chargers for 300,000 Cabs (4GW capacity) serving 47M people OUTSIDE Top20 cities - £6Bn investment (chargers/solar/powerwall) @elonmusk who in UK can I talk to?
@Teslaconomics How are you going to recharge your fleet - genuine question from over the pond
25kW per charger no easy feat - in UK getting connection to grid for just 200kW (8 chargers) can take 12-18 months & costs (just connection) from £10k to £60k depending on distance from the main supply
@Grid_grinder@Teslaconomics Or the taxi driver sells his cab, puts £5k down on a RoboCab and earns the same if not more without ever leaving the house!!
Operating Systems of Civilization
This is so important for investors to understand...
Over the last 100 years just 46 companies accounted for 50% of all the wealth created in the US stock market.
In the first 90 years, 89 companies (or 0.351% of the total) created 50% of all the wealth.
Over the last decade, just 13 companies (or 0.166%) were needed.
Wealth creation is concentrating.
I believe that AI and robotics will further concentrate wealth creation.
This has important implications for investors (see the post below and the link within it to the "Who are the Future Wealth Creators?" article).
Hint: the companies that become the operating systems for civilization will be the big wealth creators.