If you think tmw’s discussion to lift the 2500 autonomous vehicle cap up to 90,000 will be a huge boost to $TSLA, I argue against it.

Most critical investors are not sitting there wondering “how can we break through that 2500 ceiling”, but “when does Tesla remove the safety drivers of the first 10 Robotaxis “

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  • Warzypants
    ·01-14
    是的,没错,但我很确定他们有很好的理由。我们知道,FSD的一个主要版本几乎准备好在1月份发布,并对推理进行了重大更新,CNN在当前版本中仅部分实现了这一点。当你在几周甚至几天后就有了重大改进时,冒险提前拆除安全监视器是没有意义的。这令人沮丧,但Model Y大规模推出的迹象是存在的……Joe Tegtmeyer最近的视频捕捉到了大量Model Y标准版汽车没有被送往奥斯汀的出站停车场,而是被编组在一个很少使用的停车场。如果这些汽车突然以无人驾驶机器人出租车的形式出现在奥斯汀,我不会感到惊讶。很快。
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  • kookiz
    ·01-13
    Spot on! Removing safety drivers matters more than the cap lift. [看跌]
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  • VivianChua
    ·01-14
    Nice 💚💚💚
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