Remember this analyst telling you the challenge for robotaxi at scale would not be safety but mission delivery? 5 years ago. This is exactly what is happening today. What I underestimated is the ability of real-world AI to deal with this super long tail efficiently. I now have zero doubt robotaxi will scale at a good pace from here.
@BoBbyPleWniaK Didnโt make any changes. we are testing the 200 day ema today, if this spring is going to be like the previous 2, we will probably find out soon.
The slow rollout in Austin is disappointing but hopefully that gets fixed soon and/or Optimus v3 unveil gets us turning around soon
@ReposedAnchor@GobyBala June 420p are around around 56. I like either play but if 2026 is going to be a replay of 2019 it could get dicey. That said a Santa rally would quickly burn down the premium in sellers favor