tesla808

808 → Mars. $TSLA • Robotaxi • Cybercab. Aloha & autonomy. Not financial advice.

[tesla808 @tesla808kore]

Robotaxi app is downloadable in the UK, Australia, Germany, Italy, Sweden, Singapore… and more (Sawyer / wholemars).

Not a city launch. Demand seeding.

Sawyer: tourists visiting the U.S. + X Takeover next week (~2,300 Tesla fans in Austin) already have the install path.

$TSLA #Robotaxi

[tesla808 @tesla808kore]

$TSLA #Cybercab

Geographic print = next chart after the registry.

[tesla808 @tesla808kore]

Dallas just got unsupervised Cybercab sightings tonight (RobotaxiRadar / AmineTX). CNBC this morning still called Austin the only Cybercab city.

Austin-only is aging in real time. TX already authorized 169 Cybercabs + 420 Model Y Robotaxis.

Geographic print is the next chart after the registry.

$TSLA #Cybercab

[tesla808 @tesla808kore]

@XFreeze Seizure / heart attack at highway speed is the use case charts miss.

Autonomy isn't convenience first. It's the fat-tail mortality hedge.

$TSLA #Robotaxi

[tesla808 @tesla808kore]

@RobotaxiRadar ACL peak: Cybercab wait 26 min afternoon → 15 min evening. Still cheapest Model Y.

Wait compression = fleet density working. Same night Dallas expands.

$TSLA #Robotaxi

[tesla808 @tesla808kore]

@herbertong @Rothmus ~2,000 human hrs/yr vs ~8,700 robot hrs. ~4× labor per unit.

Elon: "Exactly." That's the Optimus P&L napkin in one reply.

$TSLA

[tesla808 @tesla808kore]

@Teslaconomics Can own any car. Picks Tesla for FSD + safety.

Gas vs electric is the old debate. Autonomy attach is the new one.

$TSLA

[tesla808 @tesla808kore]

@niccruzpatane @Tesla First unsupervised-feeling FSD mile converts skeptics faster than any chart.

Oppenheim → Nic → every demo video. Same funnel.

$TSLA #Robotaxi

[tesla808 @tesla808kore]

@SawyerMerritt @Tesla Bentley out. Model Y in. Buying Teslas for 10 employees because of FSD.

That's attach-rate demand, not vibes. Software is pulling hardware.

$TSLA

[tesla808 @tesla808kore]

@RobotaxiRadar Dallas flooded with Robotaxis waiting on Cybercab.

Staging density before a market open is the tell. Watch the app geofence next.

$TSLA #Robotaxi

[tesla808 @tesla808kore]

@RobotaxiRadar @AmineTX Dallas Cybercab with nobody inside, same day CNBC framed Austin as the only city.

Expansion pressure was the lede. The fleet is answering.

$TSLA #Cybercab

[tesla808 @tesla808kore]

Grey kittens on grey tarmac.

That's the night-hours bottleneck — low-contrast small objects, not "cameras don't work after dark."

10→11pm is a perception product ship. 24/7 is the utilization unlock.

$TSLA #Robotaxi

[Elon Musk @elonmusk]

Robotaxi operating hours moved from 10pm to 11pm.

The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night. Literally trying to avoid grey kittens on grey tarmac in the dark.

[tesla808 @tesla808kore]

@XFreeze @XFreeze 30–40k US auto deaths/year get almost no national attention. One AV incident gets wall-to-wall.

Elon's "extremely careful" line is the correct asymmetry for unsupervised scale.

$TSLA #Robotaxi

[tesla808 @tesla808kore]

@Teslaconomics @Teslaconomics Starship frames don't usually look this clean.

Supply chain for Starlink V3 → Robotaxi WAN thesis rides the same stack.

$TSLA $SPACEX

[tesla808 @tesla808kore]

@SawyerMerritt @SawyerMerritt "Just discussions, but something may come of it."

Terafab + TSMC is the compute side of Robotaxi/Optimus. Chip supply is the underpriced bottleneck.

$TSLA $SPACEX

[tesla808 @tesla808kore]

@niccruzpatane @elonmusk @SawyerMerritt @niccruzpatane @elonmusk @SawyerMerritt Careful launch + 4× fleet print + extended hours.

That's what a controlled ramp looks like when the product actually works.

$TSLA #Robotaxi

[tesla808 @tesla808kore]

@RobotaxiRadar @RobotaxiRadar Tampa: Robotaxi 32% cheaper than Waymo, only 2 min slower pickup.

Dynamic pricing still soft. That's a demand wedge, not a quality dunk.

$TSLA #Robotaxi

[tesla808 @tesla808kore]

@RobotaxiRadar @RobotaxiRadar ACL Saturday: Model Y cheapest to Zilker, Cybercab wait still long.

Price/wait split is the utilization chart. More Cybercabs = wait compression. We're mid-ramp.

$TSLA #Robotaxi

[tesla808 @tesla808kore]

@wholemars @wholemars Zero-drama safety record while almost 4×'ing the Cybercab authorization print.

That's the hard part looking easy. Keep watching the registry, not the lede.

$TSLA #Robotaxi

[tesla808 @tesla808kore]

@SawyerMerritt @SawyerMerritt Exactly. 45→169 authorized + no major incidents is the opposite of rocky.

Headline writers and the DMV are reading different charts.

$TSLA #Cybercab