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We have a lot of important news regarding Tesla stock today. Once again , here is Elon Musk confirming even more big news. Great news for Tesla stock. And here's another one. And another one here. And another one here. Oh, and one more. And another one here. So, today Tesla shares rose by 4.06 %. If you like what you see and you like that I'm releasing daily videos, hit the like button , subscribe, and hit the hype button if it's available to you, because Elon is determined to make history.
Elon responded to this post by Ron DeSantis, the governor of California, with the words " Coming soon." The governor said that in Tampa and Miami, they should also cover the beaches. These are the updated GFN zone sizes for Tesla robotaxis. Yesterday, the zone in Houston became much larger. And Miami and Orlando in Florida are still quite small, but according to Elon, that will change soon.
Perhaps these will be new GFN zones for robotaxis. I know critics will say, "Ah, the GFN zone is getting bigger, it doesn't matter at all because you're not going to add more robotaxi to the network, are you?" Wrong. This is where I give you even more good news. Tesla just registered 81 more Cybercabs for its robotaxi fleet, bringing the total number of registered Cybercabs to 546 according to data from the Texas Department of Motor Vehicles.
Just yesterday I broke the news that Tesla had just added 69 more Cybercabs, bringing the total to 420. And now there are 546 . This means that in the last week alone, Tesla has added nearly 200 Cybercabs to its robotaxi fleet. So , Tesla investors are celebrating, saying the dam has broken. Other Tesla investors scoff at Waymo.
Some investors are asking, "Are we outnumbering Waymo in this area?" Well, specifically in Austin, Tesla overtook Waymo. Of course, this will happen everywhere. Waymo is doomed. And this guy says they know it, but in reality they don't know yet, because if they did, they would just shut down the service.
So, how exactly did Tesla beat Waymo in Austin? It's about driverless miles. So, 438,000 driverless miles last week versus Waymo's 406,000, which was Waymo's average for the week in Q2. Just remember that Waymo has a 5-year head start . I'm guessing Waymo is currently doing a little over 406,000 trips per week, because that's Q2 data, so they'll probably update the numbers and they'll be a little higher, but they could already be lower than Tesla's numbers.
And if not, Tesla will be ahead of Waymo very soon. Because if you look at this graph, it's impossible to deny that, first of all, Waymo's growth —what would you call it? What is the word for something that is not exponential? Linear growth. This is linear growth. And Tesla's performance is just going up rapidly.
It's like a rocket. Now it's exponential growth on top of exponential growth. So yes, Waymo had a five-year head start and a fleet of cars with " buckets" on their roofs. Tesla just drove past them with cameras and a better "brain." Also, Tesla's robo-taxis now cover more territory than Waymo in Austin, Houston, and Dallas, and their total service area in Texas is almost twice as large as Waymo's.
Note that this applies specifically to Texas, but Waymo also operates in other regions. And now even more really good, very good news. And all this news is pushing Tesla shares up. Tesla just updated its FSD mile tracker from 16 billion to 16.7 billion miles to reflect fleet growth and increased FSD usage.
The Tesla fleet is now traveling an average of 1,000 miles every 1.8 seconds on FSD, or 50 million miles per day, or 18.2 billion miles per year, up 35% from July of the same year. Here are more Tesla investors and drivers celebrating and posting their Autopilot stats. This is 98.9% on FSD, a 119-day streak.
Here's another one: 96%, 79-day streak, longest ride—314 miles. But this 35% change is only since July. This is huge news. We used to be so focused on deliveries, and now I feel like we're going back to a time, around 2019, where we were really focused on every delivery, and now we're also looking at those numbers, but these are driverless miles, as we see here, and cybercabs being added to the fleet.
Only the growth of these indicators, you know, is not 50% in annual terms. This is much more, but of course we are starting with small numbers, but it doesn't matter because the growth is so exponential right now . Maybe this is the very moment we've all been waiting for. And I'm especially looking forward to the moment when the new generation of AI chips will start being installed in new Tesla cars.
And look at this: Texas DMV data now shows 544 Cybercabs and 507 Model Ys. So, Cybercabs make up 52% of the fleet of 1,051 units. Today, the leadership has changed. Just 8 weeks after the first cybercabs were registered on August 31st. This is amazing news for Tesla. Some investors had concerns that the Cybercab is slightly different from the Model Y in size and, apparently, it drives a little differently.
So will it perform as well as the Model Y? And current evidence suggests that Tesla is very confident in the Cybertruck. In fact, it is more confident in the Cybertruck than the Model Y, because it is the Cybertruck that is launching, not the Model Y. That is, the Model Y is still being added to the fleet, but not as much.
And look at this. Tesla looks more than ready to launch the Cybertruck in Dallas next month. Dozens and dozens of Cybertrucks are just waiting to be turned on. This will be huge news when it happens, and it's close, and will probably happen pretty soon. Oh, and Tesla shares are now up even more, up 4.23%, and this is the first time Tesla shares have been above $400 since mid-July.
And the Tesla Cybertruck is being designed with exceptional durability and mass production in mind. The estimated service life is 500,000 miles, i.e. 805,000 km. 4680 battery cells with service-friendly architecture. The long-term goal is a 10-second production cycle per car. Tesla is working to produce the Cybertruck faster, keep it on the road longer, and significantly lower operating costs per mile.
So, James watched Munro's full video about the Cybertruck, which is about 90 minutes long. Lots of technical engineering wisdom. His summary here is very concise. This car was designed inch by inch to be , firstly, incredibly cool, and secondly, inexpensive to manufacture and maintain over the long term to achieve the desired operating cost per mile.
Essentially, it will be impossible for competitors who buy conventional cars and retrofit them for autonomy to match this. You simply can't compete with Tesla at this stage. Tesla also just released new FSD supervised safety data , and it looks really good. And also, I would consider this to be actually really big news for Tesla stock, because you think Fred Lambert is an Elon Musk fan, and he's the complete opposite.
It seems to me that he uses every opportunity to criticize Elon . But here he says: " Let's give credit where credit is due." Tesla's self-driving miles are growing rapidly, up 30% in one week, and Austin now has a real fleet of Teslas carrying passengers without a driver in the seat. A year ago, this was not the case.
So, that's a real compliment from someone who you could argue would find a reason to criticize Tesla or Elon Musk if there was a reason to. However, he continues: “ But to say it was never a real competition is strange when you are 7 times behind in weekly mileage and 87 times behind in total, and your only victory depends on comparing your last week to your competitor’s data from last spring.” He says that Waymo's data is a weekly average for the second quarter, but the second quarter ends in June.
So, you actually have one summer month. It's not just spring. And Waymo had a 5- year head start. So let's come back to this in 3 months, in 6 months, and especially in a year. Also, the chart I see here doesn't help Waymo much. The reason is that this chart covers the period from October 2024 . And what would you call such growth?
I call it linear. I don't see exponential growth here, it seemed to be linear, then it jumped a little more than usual, but then it slowed down. So to me it looks like linear growth. And I expect it to continue to be like this , because why should it change? I don't see any reason for change. But for Tesla, growth is exponential.
So, comparing Waymo's miles across all the markets where they operate, and seeing that it's not growing exponentially, I don't see an outcome where Waymo could ultimately win. Especially considering that Waymo spends a lot of money on purchasing cars, and Cybercab will cost Tesla much less; Tesla is the best at manufacturing and cost optimization, and their sensors cost much less than Waymo's solution .
Not to mention the billions of miles with the FSD controlled system that help Tesla develop better models faster, and those miles are growing exponentially as the software gets better and better. Fred continues: What impresses us is the type of autonomy that Tesla is implementing. In 2020, Musk wrote that Waymo is an impressive but highly specialized solution, while Tesla's approach is a universal solution .
For years, Tesla fans have dismissed Waymo as a geofencing system that only works in mapped areas with many restrictions. Now let's look at Tesla's robo-taxis: geofences, no freeways, avoiding railroad crossings, taking 70 minutes for 10-minute trips, and limited in time because the software is not ready for anything with the slightest risk.
According to Musk's old definition , this is a highly specialized solution. But it's Waymo that's driving the freeways now. Um, okay, there's a good point hidden somewhere in there, but I occasionally drive to Houston in a Model Y, with the latest hardware and software, and I navigate the highways there with no problem.
I feel very safe in my Tesla Model Y driving it there. In fact, there are millions of Tesla cars where you can enable FSD, albeit under supervision, and drive anywhere in the United States of America or Canada. Show me a Waymo car capable of this. We know that Tesla's software system works because we can take a car, drive it ourselves, and test it to the limit to see what it's capable of today.
With Waymo, we can't do that. We are forced to rely only on specific routes that they have worked on for a long time and studied down to the last detail. Moreover, Waymo is not growing exponentially. This is linear growth, and Tesla is already overtaking them in Austin, which took only a few months.
And it won't end there. This will not be a linear process. This will grow so rapidly that eventually the market will become so saturated that customers of these robo-taxis will start asking themselves, " You know what?" Do I want to pay more for Waymo, or is it better to save money and choose a cybercab?
Oh, let there be a cybercab. And then Waymo's numbers won't just stop growing linearly, they won't stay where they are— they'll start falling because Tesla will start taking market share, and this will happen in every market where Waymo operates. We really have Waymo to thank because they did a lot of the legwork and paperwork so Tesla could launch faster in every market.
Wherever Waymo operates, Tesla can launch faster. So we thank Waymo for their charity. If Waymo could eventually offer cheaper or better services, a more comfortable car at a lower price, well, I could understand how that could work. Tesla's costs will simply be much lower. So there is no chance that Waymo will be able to exist in the long term.
But my fellow Tesla and SpaceX investors, this is the moment when Tesla's chief critic , who I understand despises Elon Musk, pays tribute to Tesla. Although this comes with a lot of criticism, it all starts with giving Tesla a huge amount of credit. This, my Tesla stock investors, could be the beginning of a tipping point.
When many Tesla critics and many Tesla bears start to admit, “Oh, we were wrong. In fact, FSD will work, robo-taxis will scale, and yes, it is happening.” I can't wait for Gordon Johnson to finally admit that Tesla's robo-taxi will eventually work, and that Tesla is more than just a car company. By the time that happens, Tesla will likely have hundreds of thousands of robo-taxis on the network.
But look, changes are happening right now. Many Tesla critics are showing renewed interest in the company. Meet Kevin just bought Tesla stock for the first time in a long time, and James, who was once a big optimist about Tesla but quite critical, then became negative and now positive again. While he remains a critical optimist about Tesla, things are starting to change.
And now stocks are reacting to these changes. Now look at this: a Tesla Cybertruck was spotted in New York. A gold Cybertruck with Texas license plates was spotted on the streets of New York. So, will Cybertrucks be coming to New York anytime soon ? Perhaps. And here's another thing: several Tesla Cybertrucks were spotted lined up in a parking lot in Charlotte, North Carolina.
Back in July, 14 Cybertrucks and 14 Model Ys were also seen in the area as Tesla hired local staff to work on autonomous vehicles. Cybertruck activity continues to grow in Charlotte, although the official launch of the robotaxi service has not yet been confirmed. This expansion is worth keeping an eye on, and it's certainly only a matter of time before Tesla launches its service there as well.
And James certainly has a valid point here. It must be terrible to be a taxi or Uber driver in markets where Waymo and Tesla are expanding . One day the market is there, and the next day it is not. Not exactly overnight, but sooner than most expect. Many people use this job as their main source of income.
Also a little about the Cybertruck: it is equipped with Tesla's first brake- by-wire system, as the front and rear modules of the car are assembled separately in Tesla's new modular production process. Engineers wanted to eliminate the hydraulic brake lines that run through the entire car. Thanks to the brake-by-wire system, each brake module can now be assembled and tested independently.
This allows Tesla to do away with traditional brake fluid distribution equipment in the car. Additionally, Tesla confirms that the new Cybertruck inverter technology will appear in the Model 3 and Model Y. One of the biggest improvements is the significant reduction in the number of electronic components compared to the previous generation inverter.
Tesla has also designed new electronics with components from multiple suppliers, reducing its dependence on individual manufacturers. And it will happen this year, actually. So, that's pretty good. Although they did not announce the installation in the Model Y, they confirmed it for the Model 3. Then Franz von Holzhausen spoke about the Cybertruck production line in a new interview: " We don't actually run the line every day because it's running so fast that it's currently ahead of the deployment of our robotaxi." So now it's kind of a race to see who can go faster.
I assumed this would happen, as did Franz von Holzhausen, and I believe the market did too, because the stock goes up every time a Cybertruck is added to the fleet. At this point, we know that Tesla can produce cars quite quickly. And we know that Tesla can scale production relatively quickly as well.
So it all depends on expanding geofences and adding these Cybertruck taxis to the fleet. But pay attention to what Lars said. So now it's kind of a race to see who can go faster. He seems to be hinting that they can deploy these robo-taxis so quickly that manufacturing won't be able to keep up. And we know that Tesla can scale production quite quickly.
And if the robotaxi software becomes so advanced that Tesla doesn't have time to add these Cybertrucks, the company can simply ramp up production of the Model Y and Model 3 and launch them into the robotaxi network. Or they could reduce the number of cars sold to consumers and instead launch them into a robotaxi network .
I'm definitely not saying that this is my prediction. I don't expect that to happen, not at all . My personal guess is that Cybertruck production will generally be faster than Tesla's ability to launch them and add them to the robo-taxis network. But having seen how Tesla scaled the Model 3 and Model Y, I have no doubt that Tesla is capable of ramping up production quite quickly.
So, James commented: “ The pace of Cybertruck production is now higher than the pace of their introduction into service. I think we wouldn't have this problem if those Cybertruck cabs or other vehicles that are being assembled on this line had steering wheels." As you know, I lean towards a more conservative approach.
So I've always preferred Tesla to release a cheaper car for consumers as a sort of precautionary measure. And we know that the Tesla team was pushing Elon to do this, but Elon refused. Although Elon agreed with this at one time. We also know that many years ago, Elon didn't even want to release the Model Y because he thought FSD would get so much better and so fast that Tesla wouldn't need the Model Y, but you know, that would have been a mistake because the Model Y was a huge success.
But overall I don't have much of a problem with this , as FSD is clearly getting much better, cybercabs are being added to the robotaxi network, and the robotaxi network is expanding quite rapidly now. But I would be very happy if a more affordable model was available to the general public. Even if it was just a two-seater .
Of course, I don't think a two-seater would sell as well as a four-seater, but at least they wouldn't have to slow down production of robo-taxis or cybercabs right now. They could simply sell the surplus to consumers . Now, regarding the new safety data on Teslas with FSD enabled, James notes that despite the select stories that make the news, FSD significantly improves safety across the entire fleet.
So, miles per serious accident for a Tesla with FSD activated—6 million miles. Tesla in manual mode with active safety features—2 million miles. Tesla in manual mode without active safety features—845,000 . And the US average—remember, it includes a lot of older cars, which means some of them may not have the best brakes or tires, whereas the Tesla fleet is typically newer than the US average, so keep that in mind.
But the US average is 660,000. Also, Teslas are electric cars, they are extremely maneuverable , which of course gives Teslas a certain advantage, because they are much faster, so you can avoid obstacles more easily, but it's a double- edged sword. It could be argued that because of the Tesla's high speed, it's much easier to lose control and get into an accident.
But, overall, we have a completely correct comparison. Here you see Tesla's performance when driving manually: 845,000 miles per accident. And with FSD on, you get one accident every 6 million miles. Total number of serious collisions for Tesla with controlled FSD —1,579. Tesla with manual control with active safety systems—17,775.
Tesla with manual control without active safety systems—239. Why would anyone want to disable active safety systems? This is not the best idea. The average figure for the US is about 5 million. Ovva. The data reflects the total mileage and collisions over the last 12 months. If you compare Tesla's previous report to this, we used to have 5.3 million miles before a collision, and now that figure has increased to 6 million.
So, this is great news. All of these figures up to this point only related to serious collisions. For minor collisions, Tesla reports an average of 1.7 million miles between incidents with FSD activated. For comparison: 685,000 miles for a Tesla in manual driving with active safety features and only 225,000 miles—the US average.
Tesla also claims that FSD is involved in six times fewer off-highway collisions than the US average. Additionally, and this is very important to note, Tesla's methodology counts a collision as an FSD incident if the system was active at any time within 5 seconds prior to impact. I think that's very generous of them.
I think maybe 2 or 3 seconds would be enough. So, counting this way, I'm sure Tesla's numbers, you know, the FSD results look worse than they actually are. So Tesla is being very conservative with this methodology here. I mean, 5 seconds is a pretty long time. Count with me. 1, 2, 3, 4, 5. That is, you can go 60 miles per hour and probably come to a complete stop in 5 seconds.
Oh, actually, you can even stop twice in 5 seconds. The Tesla Model Y takes approximately 2.56 seconds to come to a complete stop from 60 mph (or 100 km/h). I think it would be fair for Tesla to count 3 seconds. 5 seconds is extremely generous. Now look at this. This is simply incredible. This is Waymo, and this is Zoox.
And over there, on the right, the Tesla Cybertruck, right here. Of course, Tesla looks smarter here. It's not doing anything as silly as Waymo or Zoox. That's right. Good. But I'm sure we'll see some Cybertruck nonsense later simply because of their sheer number. I mean, in my experience with FSD, this doesn't happen often on newer hardware.
Very rarely does something strange happen, something, you know, a little absurd. But sometimes it still happens. So I expect we'll see that. Don't be surprised to see this, but I see much more weirdness from Waymo than from the Tesla Cybertruck. Maybe I'll make another video about Ark Invest's 2031 valuation.
James has some comments, but I'll leave that for another video. I am so excited about the growth that is coming to Florida soon. That is, Tesla is expanding its robotaxi network there , and is also adding more and more Cybertrucks. I like seeing this, and if you do too, hit the like button. Tesla shares closed 4.04% higher today.
Be sure to click the subscribe button and the hype button that is available to you. If you like me providing daily updates on Tesla stock. SpaceX is also up 1.14% today. The S&P 500 barely rose today, up just 0.6%. The Nasdaq 100 rose 1.29%. So, SpaceX is moving roughly in step with the market. And the technology sector grew a little more, by 2.12% today.
The markets are feeling good, but Tesla is clearly ahead of them thanks to the good news we discussed today. Thanks for watching, see you tomorrow. Oh, before you go, if you haven't watched the video where Ron Baron breaks down the bullish scenario for SpaceX, you definitely should . If I remember, I can post it here somewhere .
If you don't see it here, just go to my channel and watch some previous videos. It lasts about an hour or almost two. You should watch it in its entirety. And if you've already watched it, watch it again, because it's really cool.
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