Tesla Launches Robotaxi!

Tesla's Robotaxi Program

🚗 Q: What's the latest update on Tesla's robotaxi program?
A: Tesla has officially launched its robotaxi program in Austin, Texas, with 10 Model Y cars operating without drivers.

🗺️ Q: How is Tesla implementing the robotaxi program?
A: The program is being launched quietly, with only 10-20 cars that are geofenced to a specific area in Austin.

Tesla's Full Self-Driving (FSD) System

🚀 Q: How does Tesla's FSD system compare to human drivers?
A: Tesla's FSD supervised is already 54% safer than human drivers, according to Tesla's announcement.

🦸 Q: What capabilities has Tesla's FSD system demonstrated?
A: FSD has shown superhuman evasive maneuvers, quickly avoiding obstacles with minimal margin for error.

Tesla's Investor Behavior

💰 Q: How are Tesla's retail investors responding to stock price fluctuations?
A: Retail investors have a successful history of buying Tesla stock on weakness, with a record inflow of $651 million into the TSLL ETF during the latest selloff.

🔮 Q: What's the investment strategy of Tesla's retail investors?
A: They focus on a long-term view, emphasizing Tesla's autonomous driving and humanoid robot technologies as key drivers of future success.

Tesla's Technology and Future Prospects

🤖 Q: What technologies are Tesla investors particularly interested in?
A: Investors are focusing on Tesla's autonomous vehicles, robots, and energy initiatives as potential game-changers.

🌐 Q: How do Tesla's technologies fit into the broader geopolitical context?
A: Tesla's autonomous driving and humanoid robot technologies are expected to be influential in the US-China geopolitical competition.

Investment Strategies for Tesla Stock

📈 Q: What investment approach do Tesla's retail investors typically follow?
A: They employ a disruptive growth strategy, focusing on innovative companies that are changing the game in their industries.

🧠 Q: How do Tesla's retail investors approach market volatility?
A: They maintain a focus on fundamentals, looking beyond short-term noise and concentrating on the company's long-term technological initiatives.

🔍 Q: What do Tesla investors see as a key advantage in their investment strategy?
A: They view their approach as an arbitrage opportunity, allowing them to take calculated risks and bet on the future in ways that institutional investors cannot.

🏆 Q: How successful has the strategy of buying Tesla stock during downturns been?
A: This strategy has worked spectacularly in the past, with investors consistently doubling down on Tesla during periods of weakness.

Autonomous Driving Breakthrough

🚗 Tesla officially launched its robo taxi program with 10 Model Y vehicles driving autonomously in Austin, Texas, confirmed by the city's DMV listing.

🤖 The first public sighting of a driverless Tesla Model Y robo taxi on June 10, 2025, demonstrated superhuman evasive maneuvers with minimal margin for error.

🧠 Tesla's FSD system is already exhibiting superhuman capabilities, executing complex maneuvers that surpass human driver abilities.

Investor Confidence

💰 Retail investors poured $651 million into Tesla bull 2x shares during a stock tumble, signaling strong buying interest and confidence in the company's future.

📈 The TSLL ETF, designed to deliver twice Tesla's daily return, saw its largest weekly inflow since its 2022 debut, despite recent market volatility.

🔍 Tesla's retail investors view stock price drops as buying opportunities, consistently doubling down during selloffs.

Political Landscape

🤝 Elon Musk's feud with Trump is deescalating, potentially reducing external pressure on Tesla and allowing greater focus on business operations.

🗳️ The Trump administration's spending plans may influence Elon Musk's involvement in funding primaries and political campaigns, potentially impacting Tesla's stock price.

Future Projections

🔮 Bear analysts expect 6,000 Tesla robo taxis on the road by the second half of 2026, despite downgrading the stock to neutral with a $320 price target.

🤖 Tesla's retail investors remain focused on the company's autonomous driving and humanoid robot technologies as key drivers of future success.

Market Perception

💼 Analysts concede that Tesla faces a more challenging and potentially less profitable business than current investor pricing suggests.

🔗 Retail investors believe strategic commonalities between Elon Musk and Trump will drive their relationship forward, mitigating concerns about their public feud.

• 00:00 🚗 Tesla has launched a robo-taxi, with a Model Y spotted driving on public roads in Austin with no driver, hinting at an imminent robotaxi program launch.
  • Tesla made several significant announcements, including a Model Y robo taxi testing on public roads, deescalation of the Trump-Musk feud, retail investors buying $651 million in Tesla shares, and new financing offers and potential product updates.
  • Tesla has launched a robo-taxi, with a Model Y spotted driving on public roads in Austin with no one in the driver's seat.
  • Tesla is now officially listed as a known autonomous vehicle operator in Austin, Texas, suggesting an imminent launch of its robotaxi program, specifically Model Y-provided rides.
  • Tesla's robotaxi may already be testing on public roads without a driver in the seat, lending credence to reports of advanced testing.
• 03:59 🚗 Tesla quietly launches Robotaxi service with limited vehicles, possibly already deployed in a geofenced area, and may make an announcement soon.
  • Tesla may quietly launch its Robotaxi service with a limited number of vehicles, possibly via internal messages to select customers, to manage demand and avoid overwhelming the system.
  • Tesla may have already deployed its Robotaxi service with 10 cars, despite website indicating delayed testing, and may not have announced it prior to deployment.
  • Tesla's robotaxi launch is geofenced to a specific area and an announcement may be made soon, possibly within 20 days.
  • Tesla's Full Self-Driving (FSD) system likely executed a precise evasive maneuver, demonstrating its potential to be superhuman and already surpassing human driving capabilities.
  • President Trump downplays speculation about Elon Musk's drug use, stating he didn't see Musk take drugs and hopes he didn't.
• 09:18 🤖 Elon Musk discusses various topics, including his relationship with the White House and Trump, and denies being on drugs.
  • The speaker wishes someone well and mentions Elon had a good reply to a discussion.
  • Elon Musk denies being on drugs, citing frequent meetings, random drug tests, and media bias.
  • Trump did not go after someone who had gone after him, despite having a perfect opportunity to do so.
  • Elon Musk's relationship with the White House and Trump may escalate or de-escalate depending on whether the Trump administration delivers on reducing spending, potentially affecting Musk's involvement in funding primaries and political campaigns.
• 13:48 🚗 Elon Musk may reconcile with Trump admin due to mutual interests, despite public feuds, as Tesla retail investors remain bullish.
  • No information about Tesla launching a robotaxi is mentioned, instead a brief anecdote about Elon Musk and a Treasury Secretary is shared.
  • No direct relation to Tesla or robotaxi was found in this text; however, a possible reconciliation between Elon Musk and the Trump administration seems likely due to mutual interests and the potential political backlash from continued public feuds.
  • Tesla's retail investors poured $651 million into a bull ETF, defying concerns over Elon Musk's spat with Trump, as they historically double down on Tesla during selloffs.
  • The speaker bought a LEAP contract for $50, 33% off its recent price, now valued at around $60.
• 18:44 🤖 Tesla's future looks bright with potential in autonomous driving and robots, despite bear analysts' downgrade and uncertainty around robo-taxi profitability.
  • Bear analysts downgrade Tesla stock, still expecting 6,000 robo-taxis by 2026, but argue the business may be less profitable than investors are pricing in.
  • Elon Musk's alignment with the Trump administration on strategic issues, such as the technological competition with China, makes it likely they will collaborate despite any disagreements.
  • Tesla's long-term future looks bright with potential in generalized autonomous driving and humanoid robots, particularly with FSD.
• 22:13 🤖 Analysts predict S&P 500 to reach record high of 6,550-7,000 as institutional investors gain confidence and increase equity exposure.
  • Analysts from firms like Barclays and JP Morgan expect the S&P 500 to rally, potentially reaching a record high of 6,550 to 7,000, as institutional investors become more confident and increase their exposure to equities.
  • Retail investors can take greater risks and invest ahead of trends, unlike Wall Street investors who prioritize caution and require proof before investing due to their accountability for managing others' money.
  • Retail investors have an arbitrage opportunity with growth investing in innovative, disruptive companies, but not necessarily with value investing, where Wall Street has a significant information advantage.
  • Valuing future cash flows based on probabilities rather than historical trends provides an asymmetric advantage.
• 26:00 🚗 Tesla is launching new products, including a 7-seat Model Y variant and Robo Taxi, with potential new models and updated components on the way.
  • Tesla is launching a 7-seat variant of the Model Y, with an email to customers suggesting its imminent release, but it's unclear if it's a new vehicle or just a refreshed version.
  • Tesla may launch a larger, more spacious version of the Model Y, potentially called Model Y Plus, at a lower price point than the Model X, to drive incremental demand.
  • Tesla is expected to launch new models, including a potential Model Y performance and a 2026 Model S Plaid facelift, with updated front and rear design.
  • Tesla may integrate new components like steer-by-wire and 48V architecture into future vehicles, potentially starting with low-volume models like the Cybertruck.
  • Tesla is preparing to launch new products, including Robo Taxi, after a busy period.
• 32:46 🚀 The speaker thanks Hans and promotes his own website, herbert.com, as a comprehensive resource for Tesla investors.

WatchUrl: https://www.youtube.com/watch?v=7thLXfank_0