Someone actually ran the numbers on Tesla's Robotaxi fleet since the Q3 report gave us nothing.
Here's what the math says: at 17% weekly growth in paid miles and roughly 100 miles per car per day, Tesla needs around 450 cars operating right now. Texas has 578 registered already, including 158 Cybercabs.
The wild part? That need doubles every single month. We're talking 1,500 cars by end of November, 3,000 by end of December.
Next key date: October 21 registration data drops. That's your tell for whether this thing is actually scaling or just hype.
If registrations keep tracking with demand growth, this could be a real catalyst. If they flatline, the Robotaxi narrative takes a hit. Simple as that.
$TSLA
Here's what the math says: at 17% weekly growth in paid miles and roughly 100 miles per car per day, Tesla needs around 450 cars operating right now. Texas has 578 registered already, including 158 Cybercabs.
The wild part? That need doubles every single month. We're talking 1,500 cars by end of November, 3,000 by end of December.
Next key date: October 21 registration data drops. That's your tell for whether this thing is actually scaling or just hype.
If registrations keep tracking with demand growth, this could be a real catalyst. If they flatline, the Robotaxi narrative takes a hit. Simple as that.
$TSLA