RE: LeoThread 2026-01-08 18-56
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Reaching truly driverless operation with nobody in the car took Tesla more than seven years
The significance of that milestone cannot be overstated
If a high safety profile is maintained, dominance in transportation looks inevitable
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The Model Y is built for roughly $30k each and produced at over 1 million units per year; total production capacity could reach about 2 million vehicles annually
The closest competitor, Waymo, is on track for roughly 10k vehicles per year in a best‑case scenario by the end of 2026
By then Tesla could be nearer to 3 million vehicles per year
An AI‑only, camera‑based approach makes scaling and geographic expansion easier than rivals who focused on hardware
Once the software is solved, a single update can transform the entire fleet overnight
Huge implications for $TSLA