Market Position & Projections - ARK Invest projects Tesla's robotaxi business could account for approximately 90% of its enterprise value by 2029 [1] - The robotaxi market represents a $10 trillion global opportunity [1] - With approximately 200,000 vehicles, Tesla could meet Austin's urban Vehicle Miles Traveled (VMT), surpassing the current ride-hail market [1] Competitive Advantages - Tesla's Austin factory can produce more vehicles in approximately 9 days than the city's entire ride-hail fleet [1] - Tesla plans for 2 to 4 million Cybercabs annually starting next year [1] - Tesla collects approximately 40x more daily full self-driving (FSD) miles compared to Waymo [1] - Tesla collects approximately 900x more FSD miles from its global fleet compared to Waymo [1] - Tesla's cost per mile is approximately 30-50% lower than Waymo's [1] Technology & Innovation - Tesla uses vision-only, end-to-end AI [1] - Tesla rapidly expanded its Austin service area, matching Waymo's coverage despite starting later [1]

RT Matthew Donegan-Ryan (@MatthewDR)🚗🚲 BIKE THEIVES CAPTURED BY @Tesla CAMERA NEAR SEATTLE🚔🚓 A couple in a black Ford Escape appear to have followed a Tesla as the owner stopped for a sandwich. They quickly stole his $10k mountain bike 🚴‍♂️$2,000 Reward if you can identify them! https://t.co/yLEUub6n3H ...

Robo-Taxi Service Evaluation - William Blair 分析师 Jed Dorsheimer 对特斯拉的 robotaxi 服务印象深刻 [1] - 特斯拉仅使用光学摄像头和全自动驾驶软件来实现汽车自动驾驶，而 Waymo 和 Zoox 使用更昂贵的传感器 [1] - 特斯拉的 robotaxi 服务感觉比 Waymo 更豪华，成本只有一半，驾驶感觉更人性化 [2] Cost Advantage - 假设特斯拉的方法与其他公司一样有效，这可以为特斯拉在 robotaxi 业务中带来成本优势 [2] Valuation and Rating - Dorsheimer 评估特斯拉的 robotaxi 业务价值接近每股 300 美元，或超过 9000 亿美元 [3] - Dorsheimer 对特斯拉股票的评级为持有，没有给出目标价格 [3] - Dorsheimer 对特斯拉各业务（包括 robotaxi、汽车和储能）的综合估值接近每股 360 美元 [3]

🚨 Estimated Tesla Model Y L orders reportedly hit ~35,000 units today! $TSLA https://t.co/sAH5qajTWk大趙 (@zhongwen2005):Estimated orders for the Tesla model YL today are around 35,000 unit ...

🚨 Tesla begins testing FSD (Supervised) in Japan! 🇯🇵Employees are first to try it, with plans to roll out via software update to existing cars. $TSLAhttps://t.co/gbDycxi1ff ...

Product Announcement - Tesla released a new Model Y L [1] Social Media - Sawyer Merritt shared an image of the new Tesla Model Y L interior on Twitter [1]

🚨 BREAKING: Tesla launches the Model Y L in China• ¥339,000 ($47K)• 527mi CLTC / ~327mi EPA• 0-62mph in 4.5s• 89.6 cu ft storage• Deliveries Sept 2025 🇨🇳 $TSLAhttps://t.co/8Sh4RXMrnh ...

Elon Turns Attacks Into Tesla’s Biggest Flex Yet! $TSLA https://t.co/HDKyKiJudt ...

🚨Spotted at Giga Texas: @Tesla_AI FSD testing on the parking garage roof.Model Y w/ LiDAR rack running ground-truth validation.Looks like obstacle detection in action! 👀 $TSLAhttps://t.co/eOjtW4iLSL ...

🚨 Interior of the 6-seater Tesla Model Y L:• Black headliner• More comfortable front seats with leg + lumbar support• Adjustable headrests• Individual 2nd row seats with powered armrests• Extra vents for 2nd & 3rd rows• Power-foldable flat floor layout• Rear screen + glass roof$TSLA ...