Experts question the feasibility of Tesla's robotaxi plan, getting scale without rideshare partners, and cite Musk's history of missed FSD dates; TSLA down 7%+
- Tesla's driverless taxi plan has been met with skepticism over its feasibility and competition with rivals.
Business Insider
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Discussion
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@carnage4life
Dare Obasanjo
on threads
The Tesla robotaxi event would have been impressive if we didn't already have Waymo autonomous vehiicles giving 100,000 rides in Phoenix and San Francisco. Instead this was a vaporware announcement in a constrained environment with optimistic timelines, capabilities and prices r…
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@entropydenier
@entropydenier
on threads
Tesla today is basically what Enron would have been if the stock didn't go down
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@corey_cantor
Corey Cantor
on threads
The Tesla Robotaxi event left me with a familiar feeling. Basically, it reminded me of every time for the past three years that I've been told Ben Simmons is about to return to all star status — if I just be patient and wait a little longer. Yes this is a niche tweet.
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@rosevearjohn
John Rosevear
on threads
I have been struggling to write something about the Tesla thing. I did file a draft, but I really had to grind it out. I'm just gobsmacked. What the heck was that?
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@john.h.woods
John H Woods
on threads
It might be simplistic, but it appears crystal clear to me that Tesla cannot achieve Full Self Driving with cameras alone until the AI looking at the camera feeds meets or exceeds human intelligence. I think they might have been able to have made a go of this already if they'd u…
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@flhh
Frank
on threads
It didn't take long to identify the tesla controller. I'm really glad for him that he found a new job in the US. RoboTaxis
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@tailrisk_bill
@tailrisk_bill
on threads
Uber and Lyft rallied after the Robotaxi event. Which is funny- but it also shows you how serially the market takes Teslas every press release.
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@johnroycomic
John O'Neill Roy
on threads
Um, do Tesla investors know that there are working Waymo robotaxis in Los Angeles right now along with working Serve delivery robots? It's like Elon's promising to build the first car while being splashed by a parade of Model Ts.
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@mattwinterwatson
Matt WW
on threads
I feel safe and secure knowing that none of these Tesla products will ever be a reality of modern life A) Because the legal disclaimer at the start of the Tesla presentation said they won't be, they're just “concepts of ideas” B) The three cybertrucks in our town have already cau…
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@ashsutcliffe
Ash Sutcliffe
on threads
It's also the most impractical, essentially WORST body form for a taxi. Curbside access limited No wheelchair access Step ‘down and into’ form - difficult for elderly or limited movement users No third/fourth seats ??? Who is this exactly designed for? If this gets signed off …
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@justinflood
Justin Flood
on threads
Even for a hyperbolic Elon presentation that was exceptionally light on any kind of useful detail or information. This was so transparently a “please make my stock go up” event it's almost funny.
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@keubikooriginal
@keubikooriginal
on threads
I still want to know who will be cleaning the urine, feces, vomit, snot, blood, semen, and Chipotle queso from my Model 3 after it comes back to my house after a night of Robotaxi riches. And who will scootch the passed out meth head along so I can put my kid's car seat in for o…
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@sourboysam
Sam Ulrich
on threads
If $TSLA robotaxis are so cost effective to make that they can sell them at a $30k price point and make a profit, and then operate themselves, why doesn't Tesla just not sell them and operate fleets of robotaxis in big cities? Seems like a weird business model to me
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@gwestr
Greg Wester
on threads
TSLA Q2 earnings call: “Hi, this is Ronald McGullible from Wells Fargo. Great job on Model 2. So, will consumers be able to buy a version with a steering wheel?” “Ehrm, heh heh, you know, in the future there won't be parking lots. And we know roads have to go. So, ehrm, ther…
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@emmreef
Toots McGee
on threads
Elon Musk telling people “Do you want to see a magic trick?” The magic trick:
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@szed_ar
@szed_ar
on threads
Coming 2026 😂, the guy operating opening the doors. Everything at the event was pre-programmed, in blackout conditions, with tele-operation by humans.
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@vantazach
Zach
on threads
I have to admit, it was kind of cool to see the 20 remaining Tesla employees all get out of that box.
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@bgrahamdisciple
@bgrahamdisciple
on threads
I missed this little nugget from Adam Jonas about Tesla Optimus “robots” walking around at the bozotaxi event yesterday: “It is our understanding that these robots were not operating entirely autonomously - but relied on tele-ops (human intervention) so it was more of a demonstra…
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@howardoark
Bob Boberson
on threads
Musk had the Robotaxis event two weeks before the 3rd quarter earnings call (not a coincidence) and the stonk is down $18 anyway. The grifts aren't working like they used to.
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@mrlevine
Mike Levine
on threads
The Tesla taxi cab crowd sounds low energy. Must have been hearing and reading the 1,000 word legal disclaimer that everything they are about to show is fiction.
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@waltisfrozen
Greg Saunders
on threads
It's kinda hilarious watching Elon Musk take credit for the work Tesla's engineers have had to pull 60-80 hour weeks for months to actually accomplish. We all know Elon never puts down Twitter long enough to do any real work at Tesla beyond passing along half-formed ideas to his…
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@kbode
Karl Bode
on threads
See now @arstechnica does it right. The story introduces the latest Tesla vaporware in a pointed way that politely informs the reader musk is historically full of shit. Even manages to subtly remind readers that musk actively funds white supremacists like Stephen Miller. I don…
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@joshwolf
Hungry Like Josh Wolf
on threads
So, Elon Musk announced a new line of cars that will only operate via FSD, which has been in beta for over 3 years now and shows no signs of getting better. I'm sure this is 100% real and will be 100% fine.
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@tweet_removed
@tweet_removed
on threads
You'd think Tesla would just launch robotaxis in the Vegas tunnel tomorrow if the tech actually worked.
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@paul_rietschka
Paul Rietschka
on threads
The fact this tawdry spectacle took place on the lot of a movie studio — a facility owned by a company, Warner Bros., whose business is artifice — is telling. Leon's robot slave will never see production. A two-seat taxi with no steering wheel is a death trap. The bus didn't/d…
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@manitou202
David
on threads
I agree with the theory that this was supposed to be the Model 2. The low cost EV for mass consumers. But Tesla ran into cost issues, and with the recent dominance by Chinese EV makers in the low cost EV market, they determined they could not be competitive. So instead Tesla s…
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@gwestr
Greg Wester
on threads
Elon just doubled down on: - Hardware 2 from 2016 will be unsupervised - New hardware is just to disrupt AWS I have no words. It wasn't true 10 years ago. It won't be true 10 years from now. And if he is not in prison, he'll be explaining in 4 years that it's coming in 2-3 yea…
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@alexjamesfitz
Alex Fitzpatrick
on threads
Tesla design suffers so much from this overwhelming urge to do something different, even if it's not better.
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@alexhcranz
Alex Cranz
on threads
elon musk really knows how to hype people but lets not even pretend to believe any of this will ship when he claims.
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@vthallam
Venkatesh Thallam
on threads
Tesla wasted a nice date 10/10 to announce a Robotaxi that won't be ready until 2027. Smh
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@henweb
Henry Elliss
on threads
The “robot” who walks out with him at the start - awkward handshake and wave - is 1,000% a person in a robot suit.
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@chris
Chris Messina
on threads
Loss likes the Tesla RoboTaxi is a hit! 📉 $TSLA
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@bobschooley
@bobschooley
on threads
I think Elon Musk should be required to replace his 20 bodyguards with his robots before anyone allows one to walk their dog.
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@rschmied_66
@rschmied_66
on threads
Most important disclosure made at the Tesla event? Crowd chants “hardware 3...hardware 3!”... answered with “let's not get nuanced here”....with the Dr. Evil laugh of course. Why get nuanced over a $5b-$50b liability?
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@shaheenkarimian
Shaheen Karimian
on threads
lol
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@bradmunchen
@bradmunchen
on threads
I'm told this guy has the most pull with hedge funds that trade $TSLA. Not a good sign.
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@billtombrooker
Bill Brooker
on threads
Tesla has a new project... a taxi that is designed to carry no luggage, that only seats 2, that has wheels that can't handle potholes, and is likely driven by vaporware. It also has no back window so it will feel like being in a coffin and isnt ADA compliant.
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@toddanglin
Todd Anglin
on threads
What are the odds there were humans in the covered rear portion of Cybercab providing drive by wire assistance? It's a common trick in Hollywood to hide human drivers to create the appearance of driverless cars...and they were on a movie set. 🎥🎬 Did Tesla ever open the trunk to…
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@reckless1280
Nilay Patel
on threads
Even for Tesla standards that Robotaxi event was remarkably light on details, huh
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@shaun.guimond
Shaun Guimond
on threads
The one thing I took from the Tesla's event last night, among the many, are that the company is now fully aligned with Elon. The original Tesla design language is gone and replaced with Elon's dystopic wet dreams. This should be worrying for anyone who owns the cars or the stoc…
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@karaswisher
Kara Swisher
on threads
I said this last night and was called negative by some of Elon's deluded stans, but sparkly jazz hands do not cut it any more with so much actual competition. Robots are kind of cool, except for the uncreative movie derivative name for them, but the Country Bear Jamboree down th…
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@carnage4life
Dare Obasanjo
on threads
I love that Tesla has a “Full Self Driving” feature and will soon launch “Full Self Driving Unsupervised”. I look forward to “Full Self Driving Unsupervised - We Mean It This Time” launching in 5 years.
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@motorcityadam
Adam Cook
on threads
1/3 Yes, what Musk did with Tesla's FSD program is, at minimum, no different than what Elizabeth Holmes did at Theranos. — Both used lies to suggest that they had developed a robust safety lifecycle for their products deployed to the public - and neither actually did it. …
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@teroterotero
Tero Kuittinen
on x
Uber investors displaying base, depraved cruelty. Why would you do this to him? The day after his big night? Why hurt him like this [image]
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@thestalwart
Joe Weisenthal
on x
$UBER surging to a new all time high today [image]
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@zacksjerryrig
@zacksjerryrig
on x
Personally, I think they should finish the Roadster from 7 years ago before teasing the dorkbus 9000 but to each their own. [image]
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@dorseyshaw
Dorsey Shaw
on x
Elon: “We'll be on Mars in 10 years.” 10 years later... Elon: “Here's a minivan that looks like your great grandmother's toaster.”
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@mathewi
Mathew Ingram
on x
“As usual, Elon Musk is trying to compete in the Tour de France on a tricycle.” Dan O'Dowd, billionaire co-founder of Green Hills Software and founder of the software safety Dawn Project group, was left unimpressed by Tesla's cybercab event https://www.rollingstone.com/ ...
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@benedictevans
Benedict Evans
on threads
This is a concept from Ideo from 2014 that's indistinguishable from the concept that Tesla showed last night.  Tesla has been claiming it will have autonomy working ‘next year’ for so many years that it now has zero credibility. …
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@karaswisher
Kara Swisher
on threads
In honor of today's robotaxi rollout by Tesla, one of its cars — which the driver said was on autopilot — drove into my neighborhood store in SF this week. I am sure it will be totally safe! Thanks, Elon! teamwaymo
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@dcurtis
Dustin Curtis
on threads
The Tesla event could have told a huge, inspiring story about the future, explained the philosophy behind what they're building, and then put everything into the context of how human life is going to change for the better.
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@jbillinson
Josh Billinson
on threads
two seat cab with doors you can't open in city traffic 👍
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@vizhal007
Vishal Doshi
on threads
This Tesla Robotaxi event is sus af. You can see the dude on the other side of the road from 00:00 to 00:24. Just standing there alone checking on elon then tapping his phone, checking back if he is already in, tap to close the door, checking back tippitap to start the driving …
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@hikarido1
Ricardo Tomasi
on threads
This Tesla event was the most disappointing tech announcement ever. No details about self driving, software, not even a mention of how the cars were built. No actual deployment plans or even a pilot program for the robotaxis. Robots dancing, again with nothing said about their…
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@johnloeffler
John Loeffler
on threads
OMFG, you could program that route in Java as a comp sci undergrad. This is a step up from programming a Roomba. Who is genuinely buying into this grift? This is shocking. If I were a Tesla shareholder I'd dump my stock after this farce. — RE: https://www.threads.net/...
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@brooksrocco
Brooks Rocco
on threads
Waymo conducted its first self-driving ride on public roads in 2015 (and tested minivans in 2017) so even Tesla ships these things in 2027 (they won't), Waymo STILL has a 10+ year advantage
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@mattjrob
Matt Roberts
on threads
https://www.theverge.com/...
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@jbruck
Jonathan Bruck
on threads
Robotaxi TLDR: Musk shows off a concept two-seater without a steering wheel and gimmicky doors to drive around a closed movie lot at 5 mphy calling it a “ride”. No explanation for the tech required other than it is FSD... vs. Waymo that retrofit a Jaguar, seats 4 people and does…
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@tweet_removed
@tweet_removed
on threads
Congrats to Franz for inventing a decade old VW Groundbreaking design work
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@jseibert
Jeff Seibert
on threads
Steve Jobs demo'd real products that shipped within weeks/months. Not years. Just sayin.
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@davexmit
David Mitchell
on threads
All this Tesla crap is only culturally futuristic. It's what looks like ‘The future’ according to middle aged fans of early 90s sci-fi movies set in capitalistic dystopias. Futuristic would actually be abundant, low cost mass transit. Not adding more and more vehicles to roads…
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@jedrekk
Jędrek Kostecki
on threads
Everybody's laughing at the car stopping in the middle of the street, not even hugging the curb, but THERE IS A GUY WEARING A ROBOT COSTUME WHO SHAKES ELON'S HAND.
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@shapeofzen
David Ngo
on threads
Tesla's Robotaxi event is what we call in the Tech world a WoZ. It stands for Wizard of Oz. The entire event was an elaborate trick to give the appearance of working technology, but in reality is just a team of humans in the background hitting buttons at the right time and pre-…
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@karaswisher
Kara Swisher
on threads
Well it's real on the set of Warner Bros, which is to say a basic demo. But @waymo and @zoox and Aurora and, well, all of fucking China have been at it for years now on actual roads and with actual passengers (I use Waymo all the time in SF). Questions: What is biz plan? …
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@common.or.garden
@common.or.garden
on threads
A “Forward thinking” event. “You stand over there and close the doors when i get in and then set it to drive along the preprogrammed closed off route, when I arrive I'll open the doors myself. Let's not forget all those Tesla owners that have paid over 10k for the “full self dr…
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@moskov
Dustin Moskovitz
on threads
The business plan is sheperds with flocks of 10-20 cybercabs each. And perhaps a Robovan or two. You'll need Tesla accessories like the custom roomba thing for keeping cabs clean, Tesla insurance, and Tesla maintenance. Potholes void warranty.
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@eshumarneedi
@eshumarneedi
on threads
Safe to say I'm unimpressed. Aside from Musk's marketing BS, this product won't ship until 2030, and when it does, you might be able to buy one for $40,000 at the bare minimum. This entire event was a marketing exercise to appease investors' concerns about Tesla's downfall.
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@gwestr
Greg Wester
on threads
Shocker: Elon wants to sell you another robotaxi for another fake price if you put down a deposit tonight that guarantees nothing
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@vantazach
Zach
on threads
People say Optimus is useless, but that's only true if you don't need it to hand you a participation trophy.
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@moskov
Dustin Moskovitz
on threads
Did you hear the good news? Robotaxi will be launching *next year*! Wow. Feels like just yesterday that it was still next year away.
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@gwestr
Greg Wester
on threads
It's great that Tesla had a fraud warning before this. I thought they might tell the truth
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@moskov
Dustin Moskovitz
on threads
One way I like to think about this is that it's like a modern day Zeno's paradox, but instead of the paradox being based on how space time works, in this case it is based on just lies.
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@firerock31
Andy Cheng
on threads
Tesla FSD “Unsupervised” 2025 for all Model 3 and Y 3-14 months away. I'll revisit this
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@trackingelon
@trackingelon
on threads
Elon says real FSD is coming “next year”. Just in California and Texas. Cybercab production in 2026 “before 2027, let me put it that way”. These are by far the least ambitious/longest timelines Elon has ever given for FSD and Robotaxi. They will launch *at least* 2 years behi…
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@farnaby.bsky.social
@farnaby.bsky.social
on bluesky
Oh so it's just stock manipulation again. [embedded post]
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@chickenpuppet.bsky.social
@chickenpuppet.bsky.social
on bluesky
LOL 18 months is the usual promise for something that will never happen, over two years might as well be 50 [embedded post]
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@tesla
@tesla
on x
The future will be streamed live 10/10, 7pm PT https://x.com/...
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@realdanodowd
Dan O'Dowd
on x
Robotaxi day was a total Snoozefest. After over 10 years of Full Self-Driving development, @Tesla is limited to a 20-30 acre geofenced 5mph ride on a preprogrammed, premapped and heavily rehearsed route with no traffic and no pedestrians. 1950s Disneyland guests would be
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@kvogt
Kyle Vogt
on x
At Cruise I built robotaxis that completed 250k driverless rides, including the first rides ever in a major city. With the Tesla event coming up, many people have asked for my thoughts. I truly hope they get robotaxis working. Autonomy is the fastest and most effective way to
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@faizsays
Faiz Siddiqui
on x
Tesla: The Cybercab will cost less than $30k and be built before 2027 Tesla: Full Self-Driving Unsupervised in the Tesla Model 3 and Y next year Tesla: The humanoid robot will be the biggest product ever of any kind Also Tesla: [image]
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@pt
Parker
on x
If you're a shareholder and a company announces that it invented a money printing machine, but instead of printing money they're going to sell it below cost to other businesses, you should be mad at management.
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@artemr
Artem Russakovskii
on x
Ouchhhh. $TSLA [image]
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@teroterotero
Tero Kuittinen
on x
So excited for the 48 hour discourse we're about to have on THERE ARE NO ACTUAL FKNG DETAILS vs DONT YOU MORONS UNDERSTAND THIS CHANGES HUMANITY'S TRAJECTORY IN GALAXY
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@rowancheung
Rowan Cheung
on x
Elon Musk just revealed the Robotaxi @ Tesla's We, Robot event. Completely autonomous, no steering wheels or pedals. Welcome to the future. [video]
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@banalplay
Dr. Lena
on x
he pulled his top engineers into a room and told them to invent “a robot that likes me and spends time with my kids”
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@dcurtis
Dustin Curtis
on x
I thought the Robotaxi seats looked familiar—they're inspired by the Conn and Ops chairs on the bridge of the Enterprise-D. [image]
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@dcurtis
Dustin Curtis
on x
The Tesla event could have told a huge, inspiring story about the future, explained the philosophy behind what they're building, and then put everything into the context of how human life is going to change for the better. Instead, Musk randomly and briefly showed off a couple
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@collinrugg
Collin Rugg
on x
JUST IN: Elon Musk introduces the ‘CyberCab,’ an autonomous car that can drive people by itself. Musk says anyone will be able to buy the CyberCab and owners could manage a fleet of “robotic taxis” that can drive people around. The CyberCab will be priced around $30,000 and [vide…
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@binarybits
Timothy B. Lee
on x
I would say last confirms the major themes of my Tesla/Waymo piece from yesterday. The transition to driverless continues to be a year away, according to Elon, which he's been saying for the last eight years. They are doing a geographical rollout, just like Waymo.
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@levie
Aaron Levie
on x
Insane set of announcements from Tesla tonight. The multi trillion dollar bull case for Tesla feels entirely reasonable given self driving cars, robotaxis, and fully autonomous robots. Oh and distributed AI compute for inference as free upside. [video]
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@sawyermerritt
Sawyer Merritt
on x
BREAKING: Here is the first look at Tesla's Cybercab. IT LOOKS SICK IN PERSON!! [video]
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@chazman
Chuck Cook
on x
Cyber cab is here no steering wheel, enjoy the first look! [video]
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@stokel
Chris Stokel-Walker
on x
Brutal summary of the Cybercab by investment bank Jefferies - “Tesla's toothless taxi” [image]
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@ajtourville
Alex
on x
Elon Musk takes the first ride in the @Tesla Robotaxi that's called the Cybercab [video]
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@mikebutcher
Mike Butcher
on x
There are so many bots on this platform now. “Anyway here's a new prototype of an electric vehicle that probably won't be made but it will bump my share price!”
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r/CyberStuck
r
on reddit
Tesla shares drop 6% in premarket after Cybercab robotaxi reveal fails to impress
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r/RealTesla
r
on reddit
Tesla shares drop 6% in premarket after Cybercab robotaxi reveal fails to impress
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r/EnoughMuskSpam
r
on reddit
Tesla shares drop 6% in premarket after Cybercab robotaxi reveal fails to impress
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r/electricvehicles
r
on reddit
Tesla Cybercab Announced