Main Street Tesla @MainStreetTesla
Tesla news. Cars, energy, robotaxis, and $TSLA. Not financial advice. One stop shop. NC Joined December 2024-
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q3 call, the good - beat on eps, auto margin and free cash flow - unsupervised fsd on owner cars targeted for q2 2027 - cybercab coming to dallas - optimus video in a month or two, not a canned demo
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@teslaownersSV not a canned demo is the part that matters. people have been calling every old clip teleoperated for 2 years
@teslaownersSV q2 next year for owner cars to start earning while they sit in a parking lot. believe it when the button shows up in the app
@SawyerMerritt so every cybercab coming off the texas line right now goes straight into their own fleet. makes sense to rack up the miles on your own cars first
@SawyerMerritt "unless we are stopped by governments" is doing a lot of work in that sentence
elon says an optimus video could be out in a month or two he wants it doing things that aren't pre-programmed, not a canned demo
clarifying this one: sawyer says it's some fleet customers getting some cybercabs by year end. elon said virtually all cybercabs will be tesla owned
tesla says they're trying to get cybercabs delivered to real customers by the end of this year
ashok says unsupervised fsd could start rolling out to customer-owned teslas in select us areas around q2 2027 and owners could then add their cars to the robotaxi network
elon says the cybercab fleet in austin is 10x bigger than it was at launch about a month ago his words on the weekly chart: "it looks like a rocket"
elon on the call: megapacks are almost sold out for all of 2027 he said they're ramping production as fast as they can to keep up
tesla says unsupervised cybercab rides open to the public in dallas next month ashok confirmed it on the call
elon on the call: tesla's aiming for 5 million vehicles a year by 2030 he said they've been laying the groundwork for a lot more factory capacity
elon says most of the 1 million a year optimus line is already installed at fremont early production has started. he said the ramp starts slow then curves up
fsd is already approved in a bunch of european countries and elon's hoping for eu-wide approval soon he said he'd be surprised if it takes longer than q1
elon on the call: tesla demand is "exceeding our production by a significant margin" and he said fsd is the biggest driver of that demand
the robot stuff showed up in the numbers this quarter. cybercab is in the austin robotaxi fleet, unsupervised miles hit nearly 2M (8x in one quarter), semi is in volume production in nevada, and roadster got unveiled oct 15
@teslaownersSV 1.48M to 1.74M in three months. that's real recurring money
@SawyerMerritt deck lists 25,000 a year for that nevada line. 500 miles at 82k lbs is the number fleets care about
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