RE: LeoThread 2025-11-18 20-21
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Big step for Tesla's robotaxi rollout—finally clearing that last hurdle in AZ. Been watching Phoenix's AV scene heat up with Waymo; now Tesla joins the party. Excited to see how this scales the autonomous future
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It will spread rapidly. The thing that Tesla can do in this instance is scale operations once they are confident enough in the safety of the product.
Scaling is Tesla's ace here—once FSD proves safe at volume, they'll flood AZ roads faster than Waymo ever could. Been betting on that edge since I went all-in on TSLA