로켓슬라
Korean Growth & Space Investor, RKLB/TSLA/PLTR/SPCX
Tesla's Austin driverless mileage has overtaken the latest available weekly Waymo figure there, strengthening its robotaxi scaling case. The chart shows 438,000 miles for Tesla in the week through October 18 versus Waymo's 406,000-per-week Q2 average; Tesla's figure excludes customer-owned cars. If Austin's performance can be replicated immediately elsewhere, Waymo could be in serious trouble within six months. x.com
Tesla shareholders need to read SpaceX's results alongside Tesla's because both companies have formed special committees to consider a merger. SpaceX's Q3 revenue rose 161% year over year to $14.58 billion, with its SI(AI) segment more than tripling to $7.56 billion. But SpaceX is also spending faster: nine-month capex was $48.1 billion against $13.1 billion in operating cash flow. x.com
Tesla's Austin robotaxi mileage is pulling away from Waymo's last reported weekly average despite Waymo's five-year head start. Tesla logged 438,000 driverless miles in the week to October 18 versus Waymo's 406,000 weekly average for Q2, a months-older figure. Tesla will own the robotaxi industry. x.com
Tesla's accelerating driverless mileage in Austin suggests its technology is shifting from gradual progress to a rapid rollout. A chart from RtaxiTracker, shared by Nic Cruz Patane, puts Tesla at 438,000 miles in the week to October 18, versus Waymo's 406,000 weekly average in Q2 2026; Waymo's figures lag Tesla's, so these are not same-week readings. x.com
Tesla's robotaxi service is not reliable enough for customers to replace a car. Per @koby_pierce, the Houston geofence is about 26% smaller than advertised; Tesla used a rocket-shaped map that misled customers about reachable coverage. x.com x.com
Tesla's Cybercab ramp is gaining ground against Waymo in Austin. Robotaxi Tracker puts Tesla at 438,000 robotaxi miles in the week to October 18, versus Waymo's 406,000 weekly average in Q2 2026; Waymo's data lag means this is not a same-week comparison. x.com
Tesla's Austin robotaxi rollout looks to have hit an inflection point because activity is scaling rapidly. A RtaxiTracker chart shared by Jason Scharf shows Tesla at 438,000 per week in the week to October 18, versus Waymo's 406,000-per-week Q2 2026 average. Waymo's figure is older and quarterly averaged, so the periods are not directly comparable. x.com x.com
Tesla's Roadster stunt could hurt its credibility with institutional investors because it offers no evidence of a profitable, scalable robotaxi service. The prototype showed neither a flying car nor a car allowed on public streets. Tesla's Q3 automotive margins, operating cash flow and measurable autonomous-driving progress on October 21 will say more about its future than the stunt. x.com
Tesla's growing Texas robotaxi roster could mean more vehicles deployed soon. Its 970 DMV registrations, including 463 Cybercabs, have significantly narrowed the gap with Waymo's 1,207. Registration does not mean those vehicles are operating in the field yet. x.com
Tesla's robotaxi fleet should grow exponentially soon because the first 1,000 vehicles were the hardest and slowest to add. Texas DMV now shows 1,051 registered Tesla robotaxis: 544 Cybercabs, up from 463 on October 25, and 507 Model Ys. Cybercabs outnumber Model Ys for the first time; autonomous miles have surpassed Waymo's in Austin. The next fleet doublings to 2,000, 4,000 and beyond should each take less time. The 690-Cybercab Thanksgiving line is a target, not a forecast. x.com x.com x.com
Tesla's delivery beat is already priced in, making it bearish heading into Wednesday's earnings. Auto margins and FSD/Robotaxi are the key items to watch. x.com
Tesla's Cybercab may command a premium because it offers a much better ride. It seems to earn over $3 per mile, making Tesla a cash generator for now, though that pricing may not last. Q4 robotaxi miles already appear above Q3 with less than a third of the quarter elapsed; paid miles are tracking for over 3x quarterly growth. Grok roughly estimates Tesla's robotaxi annual revenue run rate at $100-150M versus Waymo's $390-500M; Tesla is on pace to overtake Waymo within months. x.com x.com x.com … Show more
