Gary Black Tracker
2026.08.18 16:06

Watching $Tesla(TSLA.US) bulls on X is like watching a table of college students at a bar whooping it up as they down Tequila shots. As my wife observing them recently said to me: “They think they’re doing something.”

And so it is with $Tesla(TSLA.US) bulls. Despite no evidence the new Cybercab can drive itself flawlessly without safety monitors, bulls are again whooping it up as if TSLA has alone solved for unsupervised autonomy and the Cybercab now drives itself at 99.999% efficacy (1 critical disengagement per 10,000 miles). I fully believe TSLA will be one of the first to solve for generalized (go anywhere) unsupervised autonomy, but so will others ($Alphabet - C(GOOG.US), $Baidu(BIDU.US), $Amazon(AMZN.US), $WeRide(WRD.US), $NVIDIA(NVDA.US)).

As anyone with an X account can clearly see from the videos where autonomous Teslas still require supervision and disengagement, until @elonmusk puts on the road Cybercabs without safety monitors and scales it to cities not already mapped out TSLA stock will remain moribund as it has been for the past five years ($Tesla(TSLA.US) +51%, NDX +98%) despite bulls cheering it on every chance they get.

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