The market is clearly re-evalu

The market is clearly re-evaluating Tesla as an AI/robotics company rather than just an EV manufacturer. However, "sell the news" reactions after major product unveilings are common for TSLA once specs and timelines hit the public. If you're trading momentum, ride the run-up to September 3, but keep risk managed ahead of actual fleet deployment metrics!

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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Comments

moonbop
09-01
moonbop
I care more about Dojo than the post-event dip tbh. If training efficiency starts showing up in real deployment data, the AI multiple gets a lot harder to fade

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