https://news.ycombinator.com/item?id=46433480 A Second Year of Decline for Tesla's EVs (electrek.co) 1 day ago (2 comments)
Original headline: Tesla (TSLA) does something unusual ahead of Q4 delivery results
https://news.ycombinator.com/item?id=46436205 Tesla Compiles Downbeat Average Estimates for Its Vehicle Sales (bloomberg.com) ~1 day ago
Tesla just announced Cybercab is now in production.
But I am curious what the end-to-end math looks like for all costs incurred in Cybercab rideshare services, maintenance, insurance, repairs, and so forth, and how that calculates out per mile. And of course the volume of rideshares, given the tepid pace most Tesla announcements come to fruition and scale.
The Model 3 / Y scaled better than many predicted, but since then, other promises have gone the other way.
Safety and remote drivers are a huge barrier to achieving this. As is legal liability for accidents. Uber sidesteps this issue completely since it is the driver's responsibility.
Word is that Robotaxi is crashing at a higher rate than human drivers in Austin --- even with safety drivers.
https://www.technology.org/2025/11/03/teslas-robotaxi-fleet-...
people keep forgetting that TSLA is not a car company! they are AI and humanoid and robots and … company and as such worth 100x current eval :)
What exactly has Tesla solved, automation-wise? Not sure what you are specifically referring to? I am being everything except ignorant, I look at things with my own eyes and do not fall for car-salesman tricks. Perhaps I gave him the benefit of the doubt initially but after decade+ of overpromising and underdelivering (underdelivering might be the understatement of the century) forgive me if I do not believe what a car salesman is pitching. I do not hate Elon at all, actually think he's one of the greatest visionaries of our time and probably the greatest salesman in the history of mankind.
paulpauper•1h ago