Tesla Assisted Driving Approved in Finland, Now Cleared in 11 European Countries

Tesla is putting an 8-month clock on Cybertruck and refunding deposits, betting the factory line on Cybercab instead. That makes the robotaxi rollout the whole story for shareholders, with no consumer-truck fallback.

Elon Musk says Tesla's Cybertruck order rate far exceeds its production rate, and Tesla will have to return deposits to a lot of people. Tesla will shut down production in 8 months to focus on its Cybercab production. Musk also posted that "there will never be another vehicle https://t.co/nqZLw4CQFn

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San Antonio becomes the eighth live Robotaxi city, and Tesla is planting it in a market where Waymo says it has no imminent plans to grow its service area.

JUST IN: Tesla expands Robotaxi network to San Antonio, Texas

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Tesla's robotaxi story rests on mass-producing the Cybercab, and Musk is now flagging the factory itself as the bottleneck.

JUST IN: Elon Musk says building a high-volume factory for Cybercab production is "insanely hard"

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Tesla added a whole new city and widened Austin by 63% in a single day, pushing its robotaxi coverage past 1,200 square miles across Texas and Florida. Scale is what the autonomy story gets valued on.

Updated @Tesla Robotaxi geofence sizes (in square miles): • Austin: 443 (63% increase today) • San Antonio: ~275 (New city launch today) • Houston: 254 • Fort Worth: 143 • Dallas: 81 • Miami: 31 • Orlando: 26 • Tampa: 24 All of these areas are fully https://t.co/0MAVavecMP

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Handing back reservations is the clearest read yet on how thin the Cybertruck order book has become, and it lands while Ford and Rivian keep taking share of the electric pickup market.

JUST IN: Elon Musk says Tesla will return Cybertruck deposits to "a lot of people"

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A 21-hour day pushes each Robotaxi toward full utilization, the lever that turns the program into actual revenue. It also puts far more driverless miles in front of NHTSA while the Cybercab probe is open.

JUST IN: Tesla expands Robotaxi operating hours to 21 hours per day

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Nvidia's 11,159% decade still edges out Bitcoin, with Apple's 1,269% far behind. Owning the index rather than the leaders cost investors that gap.

RT @charliebilello: Last 10 Years... NVIDIA $NVDA: +11,159% Bitcoin $BTC: +10,587% $AMD: +6,745% Tesla $TSLA: +2,720% Apple $AAPL: +1,269%…

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Musk is killing a flagship vehicle line to free engineers and supply chain for the Cybercab, confirming the robotaxi is now Tesla's one growth bet that matters.

Elon giving more info on why Cybertruck production is ending: “There are a very limited number of smart, dedicated people. They can only do so many things. If we have to maintain a complex production line, supply chain and allocate engineering for Cybertruck, we can’t use those https://t.co/WFbN3WryVl [Quoted @elonmusk]: @WR4NYGov There are efficiency improvements coming that will allow for a 40kWh Cybercab pack. We will make this in liquid silver, so the colors are not too monotonous. The biggest thing most people fail to understand is that there are a very limited number of smart, dedicated people!

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A decade in bonds returned 16%, less than half the 39% rise in US inflation, while NVIDIA compounded past 11,000%.

Last 10 Years... NVIDIA $NVDA: +11,159% Bitcoin $BTC: +10,587% $AMD: +6,745% Tesla $TSLA: +2,720% Apple $AAPL: +1,269% Microsoft $MSFT: +918% Google $GOOGL: +636% Amazon $AMZN: +588% Meta $META: +410% S&P $SPY: +313% Gold $GLD: +199% US Inflation: +39% US Bonds $AGG: +16%

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