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We just had some important news about Tesla. This is Tesla's technological breakthrough, coming to fruition before our eyes. We've heard about Tesla's many technological advances in the cybercab design, and here they are becoming a reality. This is exactly the same ride that can be booked in Houston through Waymo, or by calling a cybercab.
With Waymo you pay almost $32, and with cybercab it's only $18. So, on this trip, the Tesla cybercab was 43% cheaper than Waymo, and Tesla did an incredible thing. Now you can take your first ride in a Tesla robo-taxi for $0.00, absolutely free, because Tesla knows that once you try it, you won't want anything else.
And there is more good news. Italy's Deputy Prime Minister and Minister of Infrastructure and Transport supports the approval of Tesla's FSD in the country and the European Union. And while markets have dipped a bit today —Google shares, for example, fell 12% on the day—Tesla shares remain stable, clearly outperforming the market.
And in the last 5 days alone, they have grown by 8%. If you enjoy seeing this, be sure to hit the "like" button, subscribe, and hit the "hype" button, which is also available to you. And if you like that Tesla stock is up this week. So, given the good news about Tesla's FSD from Italy , FSD approval there is only a matter of time .
Of course, this is not yet official approval, but now it is only a matter of time. Currently, 10 countries have provisionally approved FSD, and Germany and Italy have announced that they support the implementation of FSD. So, to approve FSD across the European Union, we have 12 out of 15 votes needed, which is almost 46% of the required population.
France alone would bring us closer to the 65% mark if we received a corresponding statement from them. And now there is a possibility that the FSD could be approved for the entire EU at the next meeting on December 1. Remember that FSD was first approved in China. Then Tesla shares jumped 15.3% in one day.
I'm not saying there will be the same jump when it happens in Europe, but I definitely expect a pretty good day for us Tesla investors. Paying less for what you need is always my favorite kind of technological breakthrough. And if you think that Cybertruck prices will stop at this level and not decrease, then I have news for everyone .
This is essentially the maximum price the Cybertruck will ever reach. They will only get cheaper as production scales up. Eventually, these trips will become so affordable that ordering a Cybertruck taxi will be cheaper than driving your own car, when you consider all the costs of ownership or leasing.
So there will soon be a time when this trip -- which, by the way, is not a short trip, it's a 37- minute trip. Soon, I bet, it will cost $10 or less. And this, of course, is the difference between a company that buys cars from other manufacturers and one that designs and builds them on its own. Additionally, it's the difference between using unreasonably expensive sensors and using just cameras.
But of course, Waymo couldn't rely on cameras alone, because they don't have the billions of miles of data that Tesla has. Tesla now has over 15 billion miles driven in FSD controlled mode. And we have more good news. Some longtime Tesla stock optimists turned critics are returning to their positions.
James, I remember, became optimistic when Tesla shares fell to $100 a share. And later, as they grew up, he essentially became a pessimist. And now he explains why I'm suddenly so bullish on Tesla stock? He responds by explaining, “The risk-on probability that robo-taxis and Optimus will deliver strong growth over the next 5–10 years has increased significantly.” What changed my mind about this?
The launch and recent expansion of robotaxi in Texas, as well as the announcement that Optimus has entered mass production. At this stage, it is quite impressive to ignore the technological breakthrough that is happening right before our eyes. Not only is the technological breakthrough of robotaxi operating in this geofence often more expensive than Uber, but it is now cheaper than Uber and cheaper than Waymo.
I actually spent months in Houston, used to use the Uber app and hail a cab. Most trips lasted about 40 minutes, and I paid somewhere between $40 and $50 for them. For example, a $30 ride would be pretty cheap for a 37-minute trip. And seeing that it only costs $18 if you choose a cyber taxi. If you live in Houston, travel there often, or use Uber, you know exactly what I mean and why this is so important.
And it will come to every city in North America. I am very excited to be involved in this technological breakthrough as an investor in Tesla. And Tesla is not kidding here. Tesla is aggressively acquiring new customers. Elon said, “Enough. I'm not kidding here. You get a free ride if it's your first time.
You get a free ride . "Everyone gets a free ride." There are currently about 1,080 robo-taxis registered in Texas. But how big could Tesla's robo-taxi fleet become by the end of the year? Brian Wong is now tracking growth at 20% per week, up from his previous estimates of 15% and 17 %. If this comes true, total mileage will increase from 3.3 million to about 15 million, which will require about eight times as many cars.
He estimates the Dallas launch will happen in the first week of November, and he believes there are already about 300 Cybercabs deployed between Dallas and Houston . So, that brings the park to almost 2,000 by the end of November, which would mean a doubling in a month. And to maintain the pace of 20%, 5,000 cars will be needed by the end of December .
The kilometers traveled by Tesla unattended don't just increase exponentially. The graph soars vertically like a rocket. There is another way to calculate how many cybercabs or robotaxis will be in the Tesla fleet by the end of the year. Starting September 3, Tesla is adding about 10 Cybercabs per day, or 30 per week, to its robotaxi fleet.
There are 63 days left until the end of the year . This means that Tesla will likely add another 2,000 Cybercabs by the end of this year, not including the Model Y. So, that would give us a total of over 3,000 robo-taxis by the end of the year. And this is provided that the growth rate remains unchanged.
And if the growth rate increases significantly. And look at this. The Houston Police Department is encouraging residents to use Tesla's expanding robo-taxi service instead of getting behind the wheel while intoxicated. Comments on this include: "As soon as the second robotaxi reaches my house, I will sell our second car." Once Tesla penetrates the ridesharing market, this will be the next market the company will take on.
There are so many families that have more than one car, even though they mostly use only one. Of course, this doesn't apply to every family, but there are many families where the second car just sits idle most of the time. So for many of them, it will be quite logical to simply get rid of this second car and start using a Tesla robotaxi.
And in large cities, where parking is a particularly acute problem, you will see many people abandoning their own cars in favor of robo-taxis. Because in a robotaxi I can work while in a car where there is no one else. So, I can safely call people and have confidential conversations while in the vehicle.
I can't do that with Uber right now . There is a person sitting nearby. I can't call the bank , I mean, of course I could, but that would be very stupid. I can't have any conversations that require privacy. I can do a little bit of work on my phone, but I can only imagine how much better it would be in a robo-taxi, a Tesla robo-taxi that drives smoothly.
Because in Uber, I often get dizzy if I'm constantly looking at my phone, because the Uber driver, you know, brakes or accelerates too sharply, not quite smoothly, and these cybercabs will drive like clockwork. So if I can call a cybercab and it takes me to my destination , if I don't have to wait for it for 10 minutes, if it arrives in a minute or two, and I can do all my business in the cabin, I will choose that over owning my own car.
And on top of that, I don't have to worry about parking. Oh, this is a real blessing for a bustling city. Sometimes here in Vancouver, if I go downtown and park my car underground, I have to go down a few levels, then look for a place to pay, and then get out, the whole process takes 5-10 minutes. Because sometimes you have to download a new app to pay for parking, and it's a hassle every time.
Sure, if you're lucky, it'll take a minute or two, but parking can be very annoying, and not having to deal with it would be a godsend, especially if the overall cost of a cybercab is lower than owning your own car. And I see this as good news for us, investors in Tesla and SpaceX, because Elon is doing the impossible here, and SpaceX and Tesla have some impossible problems that I believe will be solved, which is why I am so optimistic about Tesla and SpaceX.
But here's the news: Neuralink is announcing a breakthrough in restoring speech for ALS patients , saying its brain implants can now convert neural signals into text and voice at conversational speed. By the way, Neuralink's current valuation is $53 billion. Yes, it is growing rapidly. And I've been talking for a while about Tesla buying a company like Neuralink, and, you know, let's throw in the Boring Company if we can.
I really wish Tesla would do this. Or, as a SpaceX investor, I would really like SpaceX to do this . At this point, this company will almost certainly become a multi-billion dollar corporation. to push for new satellite-to-phone communications rules that could benefit Starlink mobile, despite lobbying efforts by AT&T, Verizon, and T-Mobile to restrict parts of the proposal.
The FCC voted to advance a proposal that would open up an additional 482 MHz of spectrum for satellite phone services, expand the eligible frequency bands from 5 to 13, eliminate restrictive spectrum lease requirements, lift strict geographic coverage restrictions, and allow more flexible agreements between satellite operators and wireless networks.
So, of course, if these changes are finalized, it will be easier for SpaceX to expand Starlink mobile. There is still some process ahead before all of this takes effect, but since we know that the current administration in the US is generally favorable to Elon Musk, I am pretty sure that this will go through without any major problems.
Meanwhile, SpaceX accuses T-Mobile and other traditional carriers of deliberately trying to harm the company and undermine the expansion of Starlink mobile by promulgating outdated and restrictive rules that could deprive millions of people in low-income communities of access to the service. These companies are scared.
They are acting as self-confidently as many traditional automakers who initially completely neglected and ignored Tesla. The only difference is that, you know, with cars, traditional automakers can create electric cars. It costs them more than Tesla, but they can still do it. However, Verizon, T-Mobile, AT&T—they can't just go and build their own rockets and launch their satellites into space on their own rockets.
They just can't do it. Even if executives realize, “Oh, okay, this will happen, and it’s a feature,” they can’t do anything about it. There is no point in them even trying to build their own missiles. All they can hope for is that another rocket company will emerge that can compete with SpaceX, and they can pay that other company to launch their satellites.
Hoping that somehow at the same price as SpaceX would have cost—which, of course, will never happen. And since Elon Musk decided he wanted to enter this market, it's over for these guys. But why is Elon Musk doing this? Is it just because he wants to have his own network? And is it because it will bring in money?
Well, it will make money, but he will also be able to bundle his services and essentially force everyone who subscribes to this mobile service to also subscribe to Grok, X, and X's banking services. He is not thinking about just one thing. We also know that Tesla has designed the Cybertruck to use LFP batteries in the future, which of course optimizes everything for the lowest cost.
LFP batteries are the longest-lasting batteries and are the cheapest option. And there was also a lawsuit in South Korea against Tesla, in particular, Tesla owners in Korea lost a lawsuit regarding the refund of funds for FSD. The Seoul Central District Court dismissed all claims. There is a lot of information about this lawsuit, and if you've ever wondered why Tesla is still releasing FSD updates for cars with version 3 equipment, this lawsuit gives us a perfect understanding of it.
Since car owners have already received certain features and may receive future ones, the court also did not recognize liability for defects. In other words, if Tesla had stopped providing updates altogether, this lawsuit might have a better chance of success. Tesla could focus all its attention , 100% of its attention, solely on implementing , developing, and overseeing FSD for robotaxi and for the latest cars .
But to ensure that Tesla wins all these lawsuits, I think it's a wise strategy for Tesla to devote at least a little time, a tiny bit of resources, to improving the performance of older cars with version 3 equipment. And then we got the announcement from Tesla. Tesla has announced that they are officially entering the Vietnam market, and the company's recruiting team has posted five job openings for the market, covering sales, service, and charging infrastructure.
Our mission is to build a world of incredible abundance. We are looking for exceptional, ambitious individuals ready to help make this mission a reality in Vietnam. We know that VinFast is based in Vietnam, so they must be pretty worried right now. And if you remember , I made a video about VinFast and warned everyone to be very careful with them, when the company went public, its shares instantly skyrocketed, and I advised everyone to be extremely cautious, saying that if I were an investor in VinFast, I would sell everything I could.
I strongly advised against participating in this, and, of course, look at the result. Since the IPO, the price has already fallen by 77%. We also received good news from Europe. In September 2026, Tesla registrations in Europe reached an all-time high. In September, 66,000 cars were registered. The previous record was 60,000.
So , this is a solid increase over the previous record of 8.4%. So this quarter will be very interesting to watch, especially in Europe. And we also have an interesting comment from Elon Musk. 10,000 Starship launches per year—that's just from Starbase in Louisiana. In a comment to the FAA, SpaceX says it wants to conduct 10,000 launches per year.
The FAA has sought advice on where to build new spaceports and how to prioritize rocket launches in U.S. airspace. They are preparing for 10,000 launches per year by 2035. SpaceX responded that rockets are no longer a " bottleneck." It is the FAA's outdated air traffic control processes. And this is one of the reasons why Elon Musk is still so interested in politics, because it directly affects his business.
But anyway, they created their own airspace tool , which most major US airlines already get for free. SpaceX also noted that Starbase in Louisiana is designed for 30 launches and returns per day. And under this post there is a rather funny photo of him , generated by AI, of course. How to stay humble when you're always right about everything.
And also keep in mind that these are Starship launches. You know, this is something that's about to change everything. Another Starship launch will take place early next month, and for the first time, SpaceX will attempt to catch both the Super Heavy booster and the Starship upper stage. If SpaceX succeeds, it will be an incredibly big achievement.
So mark it on your calendars. This will be an extremely important day for SpaceX. Also, if SpaceX succeeds, I'll be very interested to see how the company's stock performs that day . If SpaceX succeeds, it would be a pretty strong argument for the stock price to rise significantly. Personally, I'm not much into technical analysis, but this case seemed quite interesting to me.
This chart dates back to 2019, and you can see that as soon as it reached this mark, it bounced back up, then it reached here and bounced back again, and then it's here and bounced back again. I definitely wouldn't rely on this chart, but it's interesting to look at. And this girl calls it a crazy buying opportunity.
And then Ford's third quarter report just came out. The company's electric car division, called the Model E, lost $1.1 billion in the third quarter. Yes, it's true, they are still losing money. Their EBIT margin in the electric vehicle segment is minus 86%. Revenue from electric vehicles was $1.2 billion, down 33% year-over-year.
Oh, and Gali found an interesting statistic. Robotaxi mileage in the fourth quarter already appears to exceed that of the third quarter. We are less than a third of the way through the quarter. Tesla is on track to more than triple its paid miles growth compared to the previous quarter. And uncontrolled miles currently account for 0.18% of the current weekly FSD figure.
So, Tesla stock is showing great performance this week, and if you like me providing these daily updates, be sure to hit the like button, subscribe, and hit the hype button if it's available to you. And I'll see you in the next video very soon, tomorrow. And if you haven't watched that video with Ron Beron where he breaks down the "bullish" forecast for SpaceX, I highly recommend watching it.
And even if you've already watched it, I highly recommend watching it a second or third time. It is very, very good. It's right here. You can just click on it. And see you there or tomorrow. Thank you very much for
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