TSLATeslaNeutralTesla
9/11/2026 on
Tesla Cybercab is here and Waymo should be worried. https://t.co/1RapMkHQcq
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Free research on 5 key disruptive innovation themes we invest in: AI, robotics, biotech, energy storage, & blockchain. Disclosure: https://t.co/7lwRaEv61H
Cite asCryptoQuant has tracked the directional calls on TSLA by @ARKInvest on X since Jan 2026: not yet scored on TSLA (as of Oct 12, 2026).
2 TSLA calls on record — a thin history.
Relative view by default — fewer than 30 TSLA calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @ARKInvest to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Tesla Cybercab is here and Waymo should be worried. https://t.co/1RapMkHQcq
View original →Last week, Tesla held an event in Austin introducing the two-seat, purpose-built Cybercab to its Robotaxi fleet, and then the following evening commercialized its first rides. Tesla disclosed that, in just six weeks, the Robotaxi fleet increased its unsupervised driving miles 2.6x, from the 380,000 reported during Tesla’s second-quarter earnings call to one million miles. On its site, Tesla posted a “Robotaxi interest form” aimed at commercial fleet buyers, asking respondents to flag interest in purchasing a Cybercab fleet. As ARK outlined in Big Ideas 2026, fleet owners are an important component of the robotaxi value chain. The Cybercab is central to scaling Tesla’s robotaxi service at competitive prices and, in ARK’s view, to expanding autonomous ride-hail into a multi-trillion-dollar opportunity. At scale, we project that robotaxis could be priced as low as $0.25 per mile—approximately one-tenth the cost of human-driven ride-hail, as shown below, and roughly one-third the cost of personal car ownership. @TashaARK details more in this week's newsletter ⬇️
View original →“Tesla is a leader in physical AI.” @TashaARK joins our Stock Stories series to break down how she believes Robotaxi, Optimus, and Terafab, its SpaceX-partnered project, could combine into tens of trillions of dollars. https://t.co/hqvfM3tI55
View original →"There has to be a working mechanism by which the entities can combine that provides fair value to both sets of shareholders." @wintonARK on "The Brainstorm" talking about the timeline and terms of a SpaceX Tesla merger nobody's confirmed but everybody's talking about. https://t.co/basTk4D0VA
View original →Tesla May Not Need China Anymore Key Points👇 00:00 - China Merger 6:33 - Merger Timing 8:00 - AI Costs 12:00 - Market Winners 20:36 - AI Hardware 24:03 - Physical Premium https://t.co/kzO2DiIPys
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