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WOW! Tesla & SpaceX’s Huge Unlocks—Grok 4.7 and AGI

Tesla, SpaceX and AI could be approaching huge unlocks at the same time. Could Cybercab and worldchanging FSD 15 change Tesla’s demand? Could Starship unlock more satellite capacity—and eventually computing in orbit? And when does AI become a worker you can actually delegate to? • Tesla’s robotaxi rollout, FSD demand, and the opportunity in Europe. ... Read more
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OPTIMUS CONFIRMED: 15,000 Bots This Year — Tesla to $3,000

Tesla is reportedly ordering enough parts from suppliers to build 15,000 Optimus units by the end of 2026 — about 1,000/week by end of September, ramping to 2,500/week by year-end. That’s a run rate of 100,000–125,000 units/year heading into 2027, and it confirms what many doubted: humanoid robots at scale is happening now, not years ... Read more
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Skip navigation Create 9+ Avatar image Jason Calcanis is Wrong About Cybercab, Waymo, and Uber — Here’s Why

Jason Calcanis of the All in Pod predicted Tesla will land 40% of the future robotaxi market, Uber 40%, Waymo 15%, and everyone else splits the remaining 5%. I go through the actual supply chain, unit economics, and hardware numbers and show why we think that split is way off — and why Tesla likely ... Read more
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What is Going On With Robotaxi and Cybercab? Here Are All the Answers

What is going on with Tesla Cybercab and Robotaxi? No clearly presented answers from Tesla. Answers are scattered. But looking at what is happening. We can put all the reports into context. QUESTIONS State of Rollout How Much Ramp by Dec 2026? What Cities? How Many Cybercab? FSD ? Tesla Cars? When Will Robotaxi Revenue ... Read more
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