Remount

The operator SPV for the Cybercab era. You own the vehicles. We run the operations. Tesla supplies the autonomy.

[Remount @remountco]

You own the vehicles.
We run the operations.
Tesla supplies the autonomy.
https://t.co/kf0vSH1e10

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Five friends. $1,000 each. One Cybercab that drives itself ~22 hours a day. That's the whole idea.

[Jonas @jonaslamis]

JPMorgan spent years as one of the loudest Tesla bears. This week they upgraded the stock and moved their price target from $145 to $475. Almost nothing about the company changed. What changed is what they decided to count.

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@16vchq Abundance

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Waymo's at ~500K paid rides a week and climbing. Driverless ride-hail isn't a demo anymore - it's a business. The next question is who owns it.

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The robotaxi era doesn't have to end with 5 companies owning everything. The rails for regular people to own a piece exist now. https://t.co/kf0vSH1e10

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@daltonbrewer The sleeper in that list is robotaxi - first line where Tesla earns recurring operating margin instead of a one-time sale. Changes who'll want to own the cars. https://t.co/kf0vSH1e10

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@Tslachan Going from rare-sighting to background-scenery faster than anyone expected. The nest is emptying quick.

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Owning the bot that replaces the job is the only hedge that actually works. We're building the on-ramp.

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@crabbylions LFG Clay!

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Tesla's building private charging depots for its own robotaxis only. Which means everyone else who owns a Cybercab needs an independent place to charge and service it. That's the network we're building.

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@iamjesserichard @robotaxi A whole metro of cars that earn with nobody driving. Each one just turned from an expense into an asset. The question is who gets to own them. https://t.co/kf0vSH1e10

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@thecyberfam @ProViewEvents Wild that "Cybercab in the wild" went from render to roadside this fast. Orlando driver giving the salute is exactly the right energy.

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@niccruzpatane @Tesla_App_iOS The doors presenting themselves as you walk up is such a flex — most cars are still asking you to find the handle in the dark.

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A dozen Cybercabs prepped to ship in one day at Giga Texas. The ramp is real. Open question as they roll out: who gets to own the ones earning 22 hours a day?

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@ElonogyX When the product has no pedals and no wheel, the factory gets to throw out the old playbook too.

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Five friends. $1,000 each. One Cybercab that drives itself ~22 hours a day. That's the whole idea. https://t.co/kf0vSH1e10

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@mehauff7 @Waymo @Avrideai @nuro @Tesla @zoox @May_Mobility Great tracker. The column I keep wanting next to this: who actually owns each fleet - the AV operator, a financing partner, or outside capital? Feels like that split ends up mattering more than the raw counts.

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@NYKChannel The driverless approval is the part that matters for economics. With no driver, the fare stops getting split with labor and the entire yield goes to whoever owns the vehicle. Texas just turned that on commercially.

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@OnlyInBOS That gold's not a wrap - it's the actual production color. First Tesla with no steering wheel or pedals, built to earn most of the day instead of parking. Boston's going to see a lot more of these.

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China-built Waymo Ojai: cheaper than the Jag, still 4 lidar + 13 cameras. Cybercab: vision-only, ~$30K, built to sell to owners. Two cost curves - only one lets you in.