The last 30+ pages have been interesting regarding 8/8 "robotaxi unveil" - but I don't think we need a physical car unveil tbh.
1. Consensus not only in here but in the broader investor community seems to be that Tesla is a safe bet to produce a bleeding-edge 25k car with industry leading scale/technology/efficiency/marging etc ... this alone is amazing, but I don't think a physical car is needed on 8/8 - the hardware is not the issue of doubt holding the stock back.
2. Software for robotaxi on the other side - there is even among the bulss in here no concensus if L4/L5 is ready until 2025, let alone robotaxi for the existing HW3 fleet -
we need a software announcement i.e.
launch of the robotaxi network for US customer fleet.
Here is what I
wish what we need for our 10x in a year from 8/8:
10am open doors to tesla event campus, a few hundert positive selected people, all registered with latest tesla app version and account
12am Musk opens the event, Autopilot team does 1h of flashy presentation of the progress on all fronts, last slide is the tracking values for CriticalDissengagements or similar metric against average US and it's exponentially imrpoving
1pm Musk comes to this slide on stage again "
and this is why we launch robotaxi in the US on existing HW3 fleet today" mic drop
1pm - 3pm
Demo event - musk shows slides and then the app, 40 ModelX HW3 6-seat vehicles lined up, noone in driver seat, tesla employee on passenger seat - 4 seats in the back for participants. geo fenced to 500 meter around factory, everyone can book for 1 destination and back, no drop off of course, everyone stays in the car.
minds are blown
4pm
Real mind-blown happesn: Musk shows app again, asks how rides were, crowd cheers - then theres a blue car on his app visible approaching "finishing ride nearby. Musk klicks on car: "
weird, no Tesla - but nice color ..." -
Jim Farley exits the sliding doors of an Ford minivan EV, praises Tesla engineers working with ford for NACS and explains how this car uses
Tesla MCU and HW4 for infotainment (with ford blue apps), navigation, safety assist, L3 and if the ford customer subscribes to FSD, can be added to the robotaxi fleet -
minds blown
Musk does not do Q&A - thanks everyone and joins Jim Farley in the minivan to leave the stage.
Not saying this will happen, but that's what we need from a stockprice perspective - together with first robotaxi public zones going onling following with a "NACS FOMO" style of OEM announcements the following months to 10x the stock - no Optimus needed and for sure not a hardware presentation needed as well.
I hope I'm blown away on 8/8