Tesla's product pipeline (Semi, Optimus, Cybercab) is strong and poised for scale production and rapid expansion, supporting a bullish outlook.
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Tesla up 6.02% I heard a little bird told me that the Tesla Semi was going to go into scale production in September, and that same little bird told me the humanoid Optimus robot from Tesla is going to go into scale production in September.
They told me this in July. And so far, they are right on the Tesla Semi. They're talking about that scale production. They're very quiet about the Optimus story, but the same source is already one for two, and the question is, is Optimus going to scale production?
I think it is in Fremont, California, and it looks like JP Morgan saw it last week, and they were very impressed with this one. They six season, they can't say anything. Like anybody else who's seen it, they're keeping it very much under very tight wraps, but this thing is bonkers, the Tesla Semi.
It's going to sell like a hotcake because truckers love to drive it, and it saves trucking companies a lot of money. That's all the trucking companies care about is the cost per mile, and this basically is a 50% saving over a diesel engine.
Now, Cybertruck's the big story as well, T minus nine days to go before the Cybercab launch event. But, when you look at all the states across the United States where these things are running around, it's kind of bonkers.
Now, I remember a year ago Elon Musk said we're going to address half the population of the United States. If you add up the populations of all these places where there's some red right now, where Cybercabs are there, for example, even in Manhattan yesterday, Cybercabs are witnessed running around.
But, I don't see them in Manhattan because I don't believe that city will allow them because it'll completely undercut all the yellow cabs, et cetera, in the city. Anyway, they are there, they are spotted.
But, literally, the cold country is blanketed yet. These are not active, but when there's five or more Cybercabs seen in a place, it hits this map. And the question is, when will all these gold cars be turned on?
Maybe definitely in Texas in about nine days. And then after that, it'll be very fast, very rapid across basically California, Florida, maybe as far north as Washington. And yeah, unlike Waymo, these things do work in the rain, too, which is good.
Elon Musk across SpaceX and Tesla. They are going to snap them all up.
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