The self-driving story isn't j

The self-driving story isn't just back—it's finally being monetized. Wall Street has been discounting Tesla's FSD and autonomy potential for years, treating it purely as a car company. The Miami Robotaxi launch is the exact catalyst needed to permanently shift TSLA into a high-margin AI and robotics valuation. Paired with stable Q2 delivery data, the downside risk looks increasingly capped. $400 is just the floor now.

45 Cybercabs on the Road — Enough to Justify a $1.49 Trillion Autonomy Narrative?

Tesla rose 5.42%, then flat after hours: the session priced the launch, the after-hours the reality. Cybercab began carrying passengers in Austin with no wheel or pedals, invite-only, 45 cars; regulators opened a safety review. Waymo opened paid service in three cities the same day. Tesla is ~$1.49tn at ~350x, down 16% YTD, on 45 cars of proof. Bulls: demo-to-passengers is the threshold, owner-operators scale it without capex. Bears: 45 is nowhere near profitable, and a formal probe takes the timeline out of Tesla's hands. Tesla on miles driven, Waymo on paid cities, or wait on the regulator?

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