TSLA bullish call by Curious Pejjy

TSLABullunverifiable

“I think this is going to expand really quickly and very fast, especially in the states and cities that they already are operating in.”

Thesis at the time

Bullish

The YouTuber breaks down confusion over Tesla's robotaxi fleet numbers, concluding that despite discrepancies in reported figures, Tesla is scaling its robotaxi/ride-hailing operations far faster than Waymo did. He believes the actual fleet-in-waiting is much larger than reported and that this rapid scaling signals a strong future for Tesla's autonomous driving business.

Key arguments

Tesla reportedly hit ~1,000 tracked robotaxi/ride-hailing vehicles in about 15 months, versus Waymo's 4-5 years to reach the same milestone.
Tesla is producing 50-100 Cybercabs per day, suggesting the real ready-to-deploy fleet could be closer to 5,000-6,000 vehicles.
Cybercab and Model Y based robotaxis/ride-hailing are expanding across 25+ states and 130+ cities and growing weekly.
By 2030, extrapolation favors Tesla having the largest robotaxi fleet due to manufacturing scale advantage.

Counter-arguments acknowledged

The widely cited '1,000 robotaxis' figure is misleading since only ~305 are confirmed unsupervised, with much of the Bay Area count being stale/inactive plates.
Only about 14-100 vehicles in the Bay Area appear to be actively operating as supervised ride-hailing, not true unsupervised robotaxis.

Hedges and caveats (from the video)

Creator acknowledges confusion and conflicting reports across social media
Data sourced from third-party robotaxi tracker website with acknowledged limitations
Bay Area numbers include supervised ride-hauling services, not fully autonomous operations
Many tracked vehicles have not been seen in months and are inactive
California regulatory restrictions prevent calling supervised services 'robo taxis'