Tesla Robotaxi rollout looking better than the noise suggests 🚗
July was rough—long waits, spotty availability, some days zero service. One month later? Way more consistent runs.
Still seeing weird drop-offs, random loops, edge cases. But here's the key: these are software fixes, not hardware rebuilds. That's huge.
The playbook is classic Tesla—start small, rack up real-world miles, patch the bugs, then scale. Robotaxi isn't exploding overnight, but the month-over-month improvement is real.
If you're long $TSLA, this is the kind of incremental progress that compounds into a massive moat. FSD data keeps stacking, competitors are years behind, and every ride makes the system smarter.
Watch the pace of fixes, not the hype cycle. This is how you build the future of transport.
July was rough—long waits, spotty availability, some days zero service. One month later? Way more consistent runs.
Still seeing weird drop-offs, random loops, edge cases. But here's the key: these are software fixes, not hardware rebuilds. That's huge.
The playbook is classic Tesla—start small, rack up real-world miles, patch the bugs, then scale. Robotaxi isn't exploding overnight, but the month-over-month improvement is real.
If you're long $TSLA, this is the kind of incremental progress that compounds into a massive moat. FSD data keeps stacking, competitors are years behind, and every ride makes the system smarter.
Watch the pace of fixes, not the hype cycle. This is how you build the future of transport.