Tesla bull: the only bear case left on Cybercab is FSD not scaling within 3 years
JOBhakdi · x · 2026-09-06
A Tesla bull argues demand, manufacturing (millions of Cybercabs within 24 months at ≤$15k COGS) and unit economics are all settled, leaving FSD capability within three years as the only remaining bear thesis — one he calls rapidly approaching delusional.
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