Pedro Capó

I don’t even know how to fully put this into words yet, but I’ll try bc if you’ve been on this journey with me, you know how big of a day it is today. Today is a HISTORIC day. The kind of day MANY long term $TSLA investors waited patiently for when doubt was everywhere and people laughed us whenever we said Tesla would solve and be the leader in autonomy. Well today, Tesla OFFICIALLY launched Unsupervised FSD Robotaxi rides in Austin. It still mind boggles me that now there is NO safety driver in the car, only you as a passenger. I can’t wait to get on a ride!!! This is not a dream, a concept or a demo anymore. It’s literally LIVE. For anyone who’s new here, this was a long time coming. This moment traces all the way back to 2016, when Elon laid out the original idea in Tesla’s Master Plan Part Deux: a world where your car could drive itself and earn $ for you. Back then, people said it was a sci-fi fantasy. In 2019, at Autonomy Day, Elon said unsupervised Robotaxis would become a reality very soon. The criticism continued to pile on, as timelines slipped. And I and many people continued to hold on anyway and kept buying the dip. Years of FSD betas. Hardware upgrades. Neural nets rewritten from scratch. Phantom braking headlines. Regulatory pressure. Endless “Tesla missed again” takes. Haters saying “Elon is delusional, he’s a fraud.” Meanwhile, the Tesla team kept collecting real world data, billions of miles, and kept their head down and locked in. That’s why today hits so different to me. I’m in tears as I write this, and trust me, I’m rarely emotional bc I feel investing completing took it out of me. Today is proof that Tesla’s approach works in the real world, no LiDAR, no LiDAR, just pure vision and AI neural nets. Roughly ~200 vehicles are already operating, undercutting ALL ride hailing companies right now. And the cost is going to go even lower with no safety monitor in the car. This is where companies like Uber and Waymo start panicking. Waymo deserves credit for its engineering and setting the road path, but its model is broken, expensive, slow to scale, and locked into heavy sensor stacks that cost over $100,000+ per vehicle, losing $ on every ride. On the other hand, Tesla builds cars by the millions, vision only, over-the-air updates, factories already in place, cars already in place, vertically integrated, and ready for scale to allow $ profits to come flowing in on every ride. This difference is what’s going to bring ride hailing companies to their knees. You see, Tesla does NOT need to invent a fleet bc it already owns one through us customers! And that’s the part most people still don’t fully grasp. All the cars are already on the road, and they can begin scaling city by city, software update by software update, and I think it’ll be faster than anything we’ve ever seen in the world of transportation. I’m also emotional today bc this validates something deeper for me. It validates my patience, conviction, and putting in the work to understand the company, CEO, and technology, and what’s going to happen in the future, while everyone keeps telling me I’m crazy. This is believing my research, first principles thinking will beat the FUD in the long run. For years, I was told this day would NEVER come. And now it’s finally here. From here on, it’s all about execution. Tesla needs to scale its fleets, expand into cities, keep safety high, and drive costs even lower. And I believe if Tesla does what it’s done best for the last decade, the future is going to be amazing for those that planted the seeds early. Today was a win for everyone who believed. And if you’ve been holding through all of it… congratulations. And congratulations to Elon Musk and the Tesla team for this monumental moment. This is history in the making, it was not easy, and I’m proud to say that we were all part of this story.