Workflow
compounding growth
icon
Search documents
X @Herbert Ong
Herbert Ong· 2026-08-01 15:01
🚨 Is Wall Street Modeling Tesla Robotaxi Wrong?@CernBasher argues Robotaxi may need to be modeled with compounding growth, not a straight line.If paid miles keep growing at double-digit weekly rates, the bigger question could eventually shift from FSD demand to whether Tesla can build Cybercabs fast enough to support the fleet.$TSLA ...