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 @garyblack00, Tesla missed its goal to remove safety monitors in robotaxis across large parts of Austin by year-end, though he still expects TSLA to achieve unsupervised autonomy; source: @garyblack00 on X, Jan 2, 2026. According to @garyblack00, TSLA’s 2026 price-to-earnings multiple above 200x already prices in substantial incremental earnings from both Robotaxi and Optimus, implying elevated expectations embedded in the stock; source: @garyblack00 on X, Jan 2, 2026. According to @garyblack00, competition is intensifying as GOOG, BIDU, PONY, WRD, and AMZN are already completing about 750,000 paid autonomous ride-hailing trips per week, underscoring execution and market-share risks for TSLA’s autonomy thesis; source: @garyblack00 on X, Jan 2, 2026. According to @garyblack00, he does not short great companies simply due to high valuations and notes Michael Burry is not short TSLA, framing current positioning rather than a bearish bet; source: @garyblack00 on X, Jan 2, 2026. According to @garyblack00, the post provides no direct mention of cryptocurrencies or crypto market implications, indicating no explicit cross-asset signal for digital assets from this update; source: @garyblack00 on X, Jan 2, 2026.

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 @StockMKTNewz, Baidu (BIDU) announced it is teaming up with Uber (UBER) and Lyft (LYFT) to begin trials for its self-driving cars in London, citing the Wall Street Journal as the report source. According to @StockMKTNewz, the news flags BIDU, UBER, and LYFT as the direct tickers linked to the London autonomous vehicle trial, and no cryptocurrencies were mentioned or crypto market impact specified by the source.

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 @garyblack00, the next major TSLA catalyst is the removal of safety monitors in robotaxis, signaling an imminent scale-up, with Elon Musk targeting Austin by year-end 2025; traders should watch for confirmation of safety monitor removal as a timing trigger, source: @garyblack00 on X, Dec 19, 2025. According to @garyblack00, he currently holds no TSLA and maintains a neutral stance, staying on the sidelines due to what he views as stretched valuation that already discounts solving unsupervised autonomy alongside competitors such as GOOG, BIDU, PONY, WRD, and AMZN, source: @garyblack00 on X, Dec 19, 2025. According to @garyblack00, despite extended valuation, TSLA is not a good short candidate and he does not short great companies, indicating a wait-for-catalyst approach rather than bearish positioning, source: @garyblack00 on X, Dec 19, 2025.

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 @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 @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 @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 @CNBC, Waymo will begin manual drives in Minneapolis, Tampa, and New Orleans and aims to open service in 2026. Source: @CNBC on X, Nov 20, 2025. The post lists the cities and the 2026 target but does not mention pricing, fleet size, or regulatory specifics. Source: @CNBC on X, Nov 20, 2025. The post does not reference any cryptocurrency or blockchain elements, and no direct crypto-market impact is stated by the source. Source: @CNBC on X, Nov 20, 2025.

According to @nic__carter, local backlash against Waymo autonomous vehicles has intensified after a reported cat fatality, creating headline risk for autonomous vehicle deployments. Source: @nic__carter on X, Nov 16, 2025. Traders should monitor Alphabet (GOOG, GOOGL) for sentiment-driven volatility linked to Waymo exposure, including options implied volatility and news-driven gaps. Source: independent analysis based on @nic__carter on X, Nov 16, 2025; Alphabet Inc. corporate disclosures. Waymo is Alphabet’s autonomous driving unit operating robotaxi services in select U.S. cities, so shifts in community sentiment and potential local policy responses can affect deployment timelines and capital allocation. Source: Alphabet Inc. corporate disclosures; Waymo company statements. For crypto markets, negative AI-safety headlines can weigh on the AI narrative that often supports AI-adjacent crypto assets, so maintain event-risk awareness across AI-linked tokens. Source: independent analysis based on @nic__carter on X, Nov 16, 2025.

According to @karpathy, self-driving will cut parked cars and parking lots, improve safety, reduce noise, reclaim urban space, and enable cheaper programmable delivery, framing a step-change in real-world automation rather than a gradual tweak, which can act as a sentiment catalyst for AI and robotics narratives in risk assets, including crypto. Source: @karpathy on X, Nov 13, 2025. For traders, the immediate read-through is to watch AI-narrative crypto tokens such as FET, RNDR, AGIX, and OCEAN for potential narrative rotation flows tied to autonomous logistics and edge-AI enthusiasm sparked by this commentary. Source: @karpathy on X, Nov 13, 2025.

According to Gary Black, TSLA fell 5.4% today and 2.1% yesterday as analysts reduced both short- and long-term earnings estimates amid weak Tesla EV demand in China and Europe (source: Gary Black on X, Nov 13, 2025). He adds that earnings from robotaxi and the Optimus humanoid will take time to materialize, limiting near-term support to EPS and valuation multiples (source: Gary Black on X, Nov 13, 2025). He also notes that ARKK fund selling is adding incremental pressure to TSLA, reinforcing near-term headwinds for the stock per his view (source: Gary Black on X, Nov 13, 2025).

According to @garyblack00, the next major TSLA catalyst is removing safety monitors from roughly 150 Robotaxis, a step he says would signal imminent scale-up with Elon Musk targeting Austin, Texas by year-end (source: @garyblack00). Community FSD tracking shows v14.x nearing ~4,000 miles per critical disengagement, about 10x v13.x across ~1,100 participants, highlighting improving reliability for trading models and risk assessment (source: teslafsdtracker.com; @garyblack00). He adds that other players including BIDU, PONY, WRD, and GOOG may reach unsupervised autonomy, and he states GOOG is already operating at that level in certain contexts, which could shape relative positioning trades across AV equities (source: @garyblack00). For traders, the concrete triggers to watch are confirmed removal of safety monitors in Austin and sustained v14.x reliability gains as tracked by the community dataset, which he frames as indicators of scale-up readiness (source: @garyblack00; teslafsdtracker.com). Crypto market impact: the source provides no direct crypto linkage (source: @garyblack00).

According to @StockMKTNewz, Tesla stated that Cybercab is purpose built for autonomy with production starting in April. source: @StockMKTNewz, X, Nov 6, 2025. The stated April start provides a defined timeline that traders can use to plan TSLA positioning around a robotaxi launch milestone. source: @StockMKTNewz, X, Nov 6, 2025. For crypto markets, the dated autonomy milestone can intersect with AI narratives, so traders may monitor AI-focused tokens and broader risk appetite as April approaches. source: @StockMKTNewz, X, Nov 6, 2025.