Assessing Progress on Tesla Robotaxi and Optimus
JOBhakdi · x · 2026-07-17
This post defends and analyzes the progress of Tesla's Optimus and Robotaxi projects.
The author believes:
- It's inherently difficult to provide exact timelines for such cutting-edge projects, and the public has previously over-interpreted Elon's promises.
- There is continuous visible progress, particularly regarding Cybercab deployments and a growing fleet in parking lots.
- While FSD still needs tuning, Tesla internally might believe they are approaching critical capability milestones.
- Since Tesla is making corresponding capex investments, the author speculates that the company is not pessimistic about reaching these breakthrough capabilities.
Overall, it's an opinion piece on the development pace, product progress, and investment rhythm of the Robotaxi project.
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