Tesla is aggressively rolling out CyberCab across 22 states, claims FSD solved, launches popular Model Y, sees record China deliveries, and predicts non-autonomous cars unsellable in two years, with heat test coming.
Tesla is executing an aggressive national rollout of its CyberCab robotaxis—with over 1,000 deployed across 22 states and 56 cities—while positioning Full Self-Driving as a generational leap that has fundamentally solved autonomous driving, as demonstrated by stunning real-world demos where the system navigates like a human. The new six-seat Model Y has launched in North America to strong reception, and growing word-of-mouth about FSD is fueling record deliveries, with China alone hitting ~93,000 vehicles in July. FSD awareness is also making Tesla's value proposition undeniable, as the Model Y L Launch Series beats the Kia EV9 on price, range, acceleration, and included FSD, leading the speaker to predict non-autonomous cars will become very hard to sell within two years. Meanwhile, a Tesla acquired in the Middle East will be tested in extreme 53–55°C heat, with a dedicated video to come.
▶ 8:13 The speaker calls FSD a generational leap—"orders of magnitude better" and fundamentally "solved"—arguing that once average consumers realize this, Tesla stock could not stay at current levels.
▶ 8:50 Tesla is only advertising FSD slowly, but word of mouth is spreading, with 55% of deliveries now including FSD subscriptions—proof that if people knew its real-world performance, "they all will be ordering Teslas right now."
▶ 9:10 Growing FSD awareness is boosting deliveries, including a record ~93,000 vehicles from Tesla China/Shanghai in July, and the speaker projects Q3 could hit or exceed 500,000 deliveries.
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