According to @StockMKTNewz, Tesla now reports 1.1 million Full Self-Driving subscribers, up from 800k in 2024, 600k in 2023, 500k in 2022, and 400k in 2021 (source: @StockMKTNewz). The accelerating subscriber base highlights expanding adoption of Tesla’s driver-assistance software and adds a recurring software layer that can enhance TSLA’s margin mix and revenue visibility for investors (source: @StockMKTNewz). Traders may track this momentum as a sentiment catalyst tied to autonomous driving leadership and software-oriented valuation frameworks versus hardware peers (source: @StockMKTNewz).

According to @StockMKTNewz, Tesla (TSLA) disclosed 650,000 cumulative paid Robotaxi miles and detailed a staged rollout: safety driver operations in the San Francisco Bay Area, an unsupervised ramp in Austin, a Dallas launch targeted for the first half of 2026, and a referenced Houston launch window not fully specified in the shared update. For trading, this update, per @StockMKTNewz, highlights progression from pilot to unsupervised operations, making regulatory clearance, growth in paid miles, and fleet deployment pace in Austin and Dallas key near-term catalysts to track for TSLA exposure.

According to @garyblack00, Tesla’s Q4 consensus adjusted EPS is 0.44 and his estimate is 0.42, but he emphasizes that minor EPS deviations matter less than management commentary for the stock reaction (source: @garyblack00 on X; Tesla Investor Relations). He highlights that Elon Musk’s timeline to remove safety monitors from Tesla’s robotaxis in Austin and the Bay Area is the key near-term catalyst for the ride hailing roadmap (source: @garyblack00 on X). He adds that expectations for how quickly Tesla can scale unsupervised autonomous ride hailing to additional regions could drive positioning more than the headline EPS figure (source: @garyblack00 on X). He references Tesla’s earnings consensus information as the basis for the EPS discussion (source: Tesla Investor Relations).

According to @garyblack00, Tesla has begun removing safety monitors from its robotaxis in Austin, aligning with his prior view that TSLA would achieve unsupervised autonomy (source: @garyblack00 on X). According to @garyblack00, the core issue is TSLA’s valuation, highlighting a 2026 adjusted EPS P/E above 200x while five rivals tied to GOOG, BIDU, PONY, WRD, and AMZN are already delivering roughly 750k paid robotaxi rides per week without safety monitors (source: @garyblack00 on X). According to @garyblack00, NVIDIA is launching an unsupervised autonomous platform that could democratize autonomy for other OEMs, challenging TSLA’s exclusivity premium (source: @garyblack00 on X). According to @garyblack00, he exited TSLA at 358 in May 2025 due to valuation discipline despite liking the company and notes TSLA has lagged NDX and the Mag 7 year to date (source: @garyblack00 on X). According to @garyblack00, traders should remain cautious on TSLA at current multiples and monitor autonomy platform beneficiaries such as NVDA; the source does not cite any direct cryptocurrency linkages (source: @garyblack00 on X).

According to Gary Black, Tesla has begun removing safety monitors from its robotaxis in Austin following a company announcement, marking progress toward unsupervised autonomy. According to Gary Black, the core debate is valuation, with TSLA trading at an implied 2026 P/E above 200x despite his claim that five rivals (Alphabet, Baidu, Pony.ai, WeRide, Amazon) already complete roughly 750,000 paid robotaxi rides per week without safety monitors. According to Gary Black, Nvidia is launching an unsupervised autonomous driving platform that could democratize autonomy for other automakers, intensifying competitive pressure on Tesla’s premium multiple. According to Gary Black, he exited TSLA at $358 in May 2025 on valuation discipline, still liking the company’s execution but not the stock at current levels, and he notes TSLA’s year-to-date performance has lagged the NDX and Mag 7 despite autonomy progress.

According to the source, Elon Musk said Tesla will shift Full Self-Driving (FSD) to a monthly subscription and remove the one-time purchase option (source: Jan 14, 2026 social media post). If implemented, FSD revenue would be recognized over the subscription term rather than upfront, aligning with Tesla’s existing treatment of over-the-air software features under ASC 606 (source: Tesla 2023 Form 10-K, Revenue Recognition). Tesla historically carries deferred revenue tied to FSD and software features that is recognized as functionality is delivered, which can affect quarterly revenue timing and reported margins (source: Tesla 2023 Form 10-K, Deferred revenue disclosures). The post did not disclose pricing or an effective date; traders should monitor Tesla Investor Relations and forthcoming filings for formal confirmation and details (source: Jan 14, 2026 social media post; source: Tesla Investor Relations site). No direct cryptocurrency linkage was mentioned in the announcement; any market read-through would be indirect via AI and autonomy sentiment rather than explicit blockchain integration (source: Jan 14, 2026 social media post).

According to @CNBC, Nvidia plans to test a robotaxi service in 2027 as part of its self-driving push, giving NVDA traders a dated milestone for the company’s autonomous driving roadmap and AI strategy. (source: CNBC) The report sets a 2027 testing target but does not provide details on partners, test locations, or regulatory scope, leaving near-term operational deliverables unspecified for trading timelines. (source: CNBC) The source did not mention any direct cryptocurrency market impact or reference specific crypto assets, so no crypto linkage is stated in the report. (source: CNBC)

According to @StockMKTNewz, Google/Alphabet’s Waymo stated it has received authorization from Nevada and begun autonomous testing with a driver at the wheel in Las Vegas, directly tying the development to GOOGL for stock traders, source: @StockMKTNewz on X. The post is dated December 30, 2025, providing a precise timestamp for intraday event tracking on GOOGL, source: @StockMKTNewz on X. The post does not reference any cryptocurrencies, so any crypto-market relevance would be via broader AI and autonomous driving sentiment rather than direct token links, source: @StockMKTNewz on X.

According to @garyblack00, Tesla has the most profitable EV business model, is close to scaling generalized unsupervised autonomy, plans Optimus robot manufacturing in 2026, and benefits from a fully engaged Elon Musk. Source: Gary Black (@garyblack00) on X, Dec 23, 2025. He argues TSLA’s valuation is stretched at a 2026 P/E of about 220x versus long-term forward EPS growth of roughly 35%, implying a ~6x PEG, with earnings estimates down 11% over the last three months and 47% over the past year. Source: Gary Black (@garyblack00) on X, Dec 23, 2025. He identifies the next major trading catalyst as Tesla announcing removal of safety monitors from some Austin-built cars, signaling readiness for unsupervised autonomous driving and robotaxis. Source: Gary Black (@garyblack00) on X, Dec 23, 2025. He notes Elon Musk has promised this by year-end, which he believes explains why TSLA shares continue to trend higher. Source: Gary Black (@garyblack00) on X, Dec 23, 2025. For crypto market watchers, this update does not reference digital assets and provides no direct signal for BTC or ETH flows. Source: Gary Black (@garyblack00) on X, Dec 23, 2025.

According to @CNBC, Waymo paused its robotaxi service in San Francisco following blackout-related chaos. According to @CNBC, Elon Musk said Tesla’s car service was unaffected by the outage. According to @CNBC, the report did not cite any direct impact on crypto markets.

According to @StockMKTNewz, Tesla’s $TSLA Cybercab was observed testing on public roads in Austin, Texas, with video evidence of the vehicle in traffic. source: @StockMKTNewz The post did not include specifications, timelines, or regulatory details beyond the on-road sighting. source: @StockMKTNewz Tesla has disclosed holding Bitcoin on its balance sheet in prior SEC filings, making TSLA-related product developments relevant to crypto investors who track corporate BTC exposure. source: Tesla, Inc. Form 10-K for year ended Dec 31, 2023 (SEC)

According to @CNBC, Baird recommends buying the unnamed EV maker ahead of its AI-enabled vehicle rollout next year, framing the product launch as the key near-term catalyst for shares (source: CNBC). CNBC’s brief highlights the timing-driven setup but does not disclose the company name, rating details, or a price target in the excerpt provided, directing traders to the full report for specifics (source: CNBC). CNBC’s report does not mention any direct cryptocurrency exposure or digital asset integration for the company, indicating no explicit crypto-market linkage from this headline alone (source: CNBC).

According to @StockMKTNewz, Alphabet’s Waymo stated it has officially surpassed 20 million fully autonomous trips with public riders as of Dec 17, 2025, marking a new operational scale milestone for its robotaxi service, source: @StockMKTNewz. For traders, this is a company disclosed operating datapoint tied to Alphabet GOOGL and the autonomous driving theme, and the source does not indicate any direct cryptocurrency market impact, source: @StockMKTNewz.

According to @CNBC, Rivian announced new AI technology, an in-house chip, and robotaxi ambitions on Dec 11, 2025, via the company’s disclosure covered by CNBC, highlighting a strategic push into autonomy and vertically integrated compute (source: CNBC). CNBC’s post does not include financial metrics, production timelines, regulatory milestones, or any mention of cryptocurrency market implications (source: CNBC).

According to @StockMKTNewz, Rivian (RIVN) has developed an AI chip and its system can do hands-free, point-to-point driving, source: @StockMKTNewz on X, Dec 11, 2025. The post provided no specifications, rollout timing, pricing, or regulatory information, which prevents modeling feature adoption or margin effects at this stage, source: @StockMKTNewz on X, Dec 11, 2025. The source did not mention any crypto, blockchain, or token integrations, indicating no direct crypto-market impact was stated, source: @StockMKTNewz on X, Dec 11, 2025. Traders should watch for official company confirmation and details such as compute performance, sensor support, and deployment across trims to assess potential implications for RIVN demand and unit economics, source: @StockMKTNewz on X, Dec 11, 2025.

According to @stocktalkweekly, Nebius’ subsidiary Avride and Uber have officially launched a commercial autonomous robotaxi service in Dallas, initially covering a nine-square-mile zone across Downtown and Uptown; source: @stocktalkweekly, Dec 3, 2025. The post explicitly tags NBIS and UBER, indicating relevance to those equities, while providing no details on pricing, fleet size, or timelines; source: @stocktalkweekly, Dec 3, 2025. The source does not reference any cryptocurrency or blockchain integration, and no direct crypto market linkage is cited; source: @stocktalkweekly, Dec 3, 2025.

According to @Andre_Dragosch, TSLA uniquely bundles autonomous driving, robotics, AI, and bitcoin (BTC) exposure within a single stock, offering a consolidated multi-theme vehicle for traders (source: @Andre_Dragosch on X, Nov 28, 2025). According to @Andre_Dragosch, this positioning can make TSLA function as an equity proxy for BTC-linked narratives while simultaneously tracking AI and autonomy catalysts, a relevant angle for cross-asset crypto strategies (source: @Andre_Dragosch on X, Nov 28, 2025).

According to @StockMKTNewz on Nov 20, 2025, Alphabet’s Waymo ($GOOGL) is currently operating fully self-driving robotaxis for riders in Atlanta, Austin, Los Angeles, Phoenix, and the San Francisco Bay Area, confirming its live service footprint for traders tracking autonomous driving exposure in Alphabet shares, source: @StockMKTNewz. The same source lists the next expansion markets as Dallas, Denver, Detroit, Houston, and Las Vegas under an Up Next designation, outlining the near-term rollout pipeline that traders can monitor for launch headlines, source: @StockMKTNewz. No fleet size, timeline specifics, or revenue metrics were provided in the update, so the information is limited to operational and upcoming city coverage only, source: @StockMKTNewz. No direct cryptocurrency market impact was mentioned; the update is focused on Waymo’s city operations for $GOOGL monitoring, source: @StockMKTNewz.

According to @StockMKTNewz, Tesla said its goal is to remove safety riders from Robotaxi operations in Austin by the end of the year (source: @StockMKTNewz). For trading, monitor TSLA for official updates tied to Austin driverless approvals and operational milestones referenced by this statement, using the headline as the event anchor for positioning and risk management (source: @StockMKTNewz). Crypto traders tracking the AI and autonomous driving narrative can log this as a catalyst timestamp when assessing cross-market sentiment and flows (source: @StockMKTNewz).

According to Gary Black, the TSLA FSD community tracker shows FSD v14 at 1,677 miles per critical disengagement, source: Gary Black on X (Nov 1, 2025) https://twitter.com/garyblack00/status/1984682908393541892 and Elias Martinez on X https://x.com/eliasmrtnz1/status/1984680253806031110. Gary Black characterized this as a huge step-up versus v13, highlighting a notable reliability gain tracked by the community, source: Gary Black on X (Nov 1, 2025) https://twitter.com/garyblack00/status/1984682908393541892.