According to @garyblack00, Tesla has the most profitable EV business model, is close to scaling generalized unsupervised autonomy, plans Optimus robot manufacturing in 2026, and benefits from a fully engaged Elon Musk. Source: Gary Black (@garyblack00) on X, Dec 23, 2025. He argues TSLA’s valuation is stretched at a 2026 P/E of about 220x versus long-term forward EPS growth of roughly 35%, implying a ~6x PEG, with earnings estimates down 11% over the last three months and 47% over the past year. Source: Gary Black (@garyblack00) on X, Dec 23, 2025. He identifies the next major trading catalyst as Tesla announcing removal of safety monitors from some Austin-built cars, signaling readiness for unsupervised autonomous driving and robotaxis. Source: Gary Black (@garyblack00) on X, Dec 23, 2025. He notes Elon Musk has promised this by year-end, which he believes explains why TSLA shares continue to trend higher. Source: Gary Black (@garyblack00) on X, Dec 23, 2025. For crypto market watchers, this update does not reference digital assets and provides no direct signal for BTC or ETH flows. Source: Gary Black (@garyblack00) on X, Dec 23, 2025.

According to @StockMKTNewz, Baidu (BIDU) announced it is teaming up with Uber (UBER) and Lyft (LYFT) to begin trials for its self-driving cars in London, citing the Wall Street Journal as the report source. According to @StockMKTNewz, the news flags BIDU, UBER, and LYFT as the direct tickers linked to the London autonomous vehicle trial, and no cryptocurrencies were mentioned or crypto market impact specified by the source.

According to @CNBC, Waymo paused its robotaxi service in San Francisco following blackout-related chaos. According to @CNBC, Elon Musk said Tesla’s car service was unaffected by the outage. According to @CNBC, the report did not cite any direct impact on crypto markets.

According to @garyblack00, the next major TSLA catalyst is the removal of safety monitors in robotaxis, signaling an imminent scale-up, with Elon Musk targeting Austin by year-end 2025; traders should watch for confirmation of safety monitor removal as a timing trigger, source: @garyblack00 on X, Dec 19, 2025. According to @garyblack00, he currently holds no TSLA and maintains a neutral stance, staying on the sidelines due to what he views as stretched valuation that already discounts solving unsupervised autonomy alongside competitors such as GOOG, BIDU, PONY, WRD, and AMZN, source: @garyblack00 on X, Dec 19, 2025. According to @garyblack00, despite extended valuation, TSLA is not a good short candidate and he does not short great companies, indicating a wait-for-catalyst approach rather than bearish positioning, source: @garyblack00 on X, Dec 19, 2025.

According to @StockMKTNewz, Tesla’s $TSLA Cybercab was observed testing on public roads in Austin, Texas, with video evidence of the vehicle in traffic. source: @StockMKTNewz The post did not include specifications, timelines, or regulatory details beyond the on-road sighting. source: @StockMKTNewz Tesla has disclosed holding Bitcoin on its balance sheet in prior SEC filings, making TSLA-related product developments relevant to crypto investors who track corporate BTC exposure. source: Tesla, Inc. Form 10-K for year ended Dec 31, 2023 (SEC)

According to @StockMKTNewz, Alphabet’s Waymo stated it has officially surpassed 20 million fully autonomous trips with public riders as of Dec 17, 2025, marking a new operational scale milestone for its robotaxi service, source: @StockMKTNewz. For traders, this is a company disclosed operating datapoint tied to Alphabet GOOGL and the autonomous driving theme, and the source does not indicate any direct cryptocurrency market impact, source: @StockMKTNewz.

According to @CNBC, Rivian announced new AI technology, an in-house chip, and robotaxi ambitions on Dec 11, 2025, via the company’s disclosure covered by CNBC, highlighting a strategic push into autonomy and vertically integrated compute (source: CNBC). CNBC’s post does not include financial metrics, production timelines, regulatory milestones, or any mention of cryptocurrency market implications (source: CNBC).

According to @stocktalkweekly, Nebius’ subsidiary Avride and Uber have officially launched a commercial autonomous robotaxi service in Dallas, initially covering a nine-square-mile zone across Downtown and Uptown; source: @stocktalkweekly, Dec 3, 2025. The post explicitly tags NBIS and UBER, indicating relevance to those equities, while providing no details on pricing, fleet size, or timelines; source: @stocktalkweekly, Dec 3, 2025. The source does not reference any cryptocurrency or blockchain integration, and no direct crypto market linkage is cited; source: @stocktalkweekly, Dec 3, 2025.

According to @StockMKTNewz on Nov 20, 2025, Alphabet’s Waymo ($GOOGL) is currently operating fully self-driving robotaxis for riders in Atlanta, Austin, Los Angeles, Phoenix, and the San Francisco Bay Area, confirming its live service footprint for traders tracking autonomous driving exposure in Alphabet shares, source: @StockMKTNewz. The same source lists the next expansion markets as Dallas, Denver, Detroit, Houston, and Las Vegas under an Up Next designation, outlining the near-term rollout pipeline that traders can monitor for launch headlines, source: @StockMKTNewz. No fleet size, timeline specifics, or revenue metrics were provided in the update, so the information is limited to operational and upcoming city coverage only, source: @StockMKTNewz. No direct cryptocurrency market impact was mentioned; the update is focused on Waymo’s city operations for $GOOGL monitoring, source: @StockMKTNewz.

According to @CNBC, Waymo will begin manual drives in Minneapolis, Tampa, and New Orleans and aims to open service in 2026. Source: @CNBC on X, Nov 20, 2025. The post lists the cities and the 2026 target but does not mention pricing, fleet size, or regulatory specifics. Source: @CNBC on X, Nov 20, 2025. The post does not reference any cryptocurrency or blockchain elements, and no direct crypto-market impact is stated by the source. Source: @CNBC on X, Nov 20, 2025.

According to @nic__carter, local backlash against Waymo autonomous vehicles has intensified after a reported cat fatality, creating headline risk for autonomous vehicle deployments. Source: @nic__carter on X, Nov 16, 2025. Traders should monitor Alphabet (GOOG, GOOGL) for sentiment-driven volatility linked to Waymo exposure, including options implied volatility and news-driven gaps. Source: independent analysis based on @nic__carter on X, Nov 16, 2025; Alphabet Inc. corporate disclosures. Waymo is Alphabet’s autonomous driving unit operating robotaxi services in select U.S. cities, so shifts in community sentiment and potential local policy responses can affect deployment timelines and capital allocation. Source: Alphabet Inc. corporate disclosures; Waymo company statements. For crypto markets, negative AI-safety headlines can weigh on the AI narrative that often supports AI-adjacent crypto assets, so maintain event-risk awareness across AI-linked tokens. Source: independent analysis based on @nic__carter on X, Nov 16, 2025.

According to @karpathy, self-driving will cut parked cars and parking lots, improve safety, reduce noise, reclaim urban space, and enable cheaper programmable delivery, framing a step-change in real-world automation rather than a gradual tweak, which can act as a sentiment catalyst for AI and robotics narratives in risk assets, including crypto. Source: @karpathy on X, Nov 13, 2025. For traders, the immediate read-through is to watch AI-narrative crypto tokens such as FET, RNDR, AGIX, and OCEAN for potential narrative rotation flows tied to autonomous logistics and edge-AI enthusiasm sparked by this commentary. Source: @karpathy on X, Nov 13, 2025.

According to Gary Black, TSLA fell 5.4% today and 2.1% yesterday as analysts reduced both short- and long-term earnings estimates amid weak Tesla EV demand in China and Europe (source: Gary Black on X, Nov 13, 2025). He adds that earnings from robotaxi and the Optimus humanoid will take time to materialize, limiting near-term support to EPS and valuation multiples (source: Gary Black on X, Nov 13, 2025). He also notes that ARKK fund selling is adding incremental pressure to TSLA, reinforcing near-term headwinds for the stock per his view (source: Gary Black on X, Nov 13, 2025).

According to @garyblack00, the next major TSLA catalyst is removing safety monitors from roughly 150 Robotaxis, a step he says would signal imminent scale-up with Elon Musk targeting Austin, Texas by year-end (source: @garyblack00). Community FSD tracking shows v14.x nearing ~4,000 miles per critical disengagement, about 10x v13.x across ~1,100 participants, highlighting improving reliability for trading models and risk assessment (source: teslafsdtracker.com; @garyblack00). He adds that other players including BIDU, PONY, WRD, and GOOG may reach unsupervised autonomy, and he states GOOG is already operating at that level in certain contexts, which could shape relative positioning trades across AV equities (source: @garyblack00). For traders, the concrete triggers to watch are confirmed removal of safety monitors in Austin and sustained v14.x reliability gains as tracked by the community dataset, which he frames as indicators of scale-up readiness (source: @garyblack00; teslafsdtracker.com). Crypto market impact: the source provides no direct crypto linkage (source: @garyblack00).

According to @StockMKTNewz, Tesla stated that Cybercab is purpose built for autonomy with production starting in April. source: @StockMKTNewz, X, Nov 6, 2025. The stated April start provides a defined timeline that traders can use to plan TSLA positioning around a robotaxi launch milestone. source: @StockMKTNewz, X, Nov 6, 2025. For crypto markets, the dated autonomy milestone can intersect with AI narratives, so traders may monitor AI-focused tokens and broader risk appetite as April approaches. source: @StockMKTNewz, X, Nov 6, 2025.

According to @StockMKTNewz, Tesla said its goal is to remove safety riders from Robotaxi operations in Austin by the end of the year (source: @StockMKTNewz). For trading, monitor TSLA for official updates tied to Austin driverless approvals and operational milestones referenced by this statement, using the headline as the event anchor for positioning and risk management (source: @StockMKTNewz). Crypto traders tracking the AI and autonomous driving narrative can log this as a catalyst timestamp when assessing cross-market sentiment and flows (source: @StockMKTNewz).

According to @business, Waymo will begin manually testing its autonomous vehicles with human drivers at Newark Airport, described as laying the foundation to eventually ferry passengers to and from the transit hub, signaling an early step toward airport passenger service readiness. source: Bloomberg @business, Oct 22, 2025 For trading context, Waymo is an Alphabet unit, making GOOGL the direct equity exposure to this autonomous-vehicle development and associated headline risk. source: Alphabet Inc. 2023 Form 10-K; Bloomberg @business On the crypto side, AI-related catalysts have historically coincided with moves in AI-linked tokens such as FET and RNDR, so AI-narrative traders may track those pairs alongside AV headlines. source: Reuters, Feb 2024

According to @business, Stellantis plans to partner with Chinese robotaxi operator Pony.ai to begin testing autonomous vans in Luxembourg in the coming months, source: Bloomberg (@business), Oct 17, 2025. The report specifies the program involves autonomous vans and a Luxembourg pilot timeline but does not mention any crypto or blockchain integration, source: Bloomberg (@business), Oct 17, 2025. For traders, the stated window “in the coming months” sets a near-term headline timeline to watch for STLA regarding European autonomous vehicle testing progress, source: Bloomberg (@business), Oct 17, 2025.

According to @JeffDean, neurosurgeon @slotkinjr’s analysis indicates Waymo’s autonomous vehicles outperform human drivers on safety, estimating 33,000–39,000 U.S. deaths could be prevented annually if all vehicles matched Waymo’s performance, source: Jeff Dean on X (Sep 20, 2025); @slotkinjr on X. The analysis further estimates $0.9–$1.25 trillion in annual societal cost savings and roughly 10,000 lives saved at 27% adoption, source: Jeff Dean on X; @slotkinjr on X. Waymo operates under Alphabet, making these safety metrics directly relevant to traders evaluating Alphabet’s autonomous driving exposure (tickers: GOOGL, GOOG), source: Alphabet Investor Relations; Jeff Dean on X. The cited posts contain no mention of cryptocurrencies or blockchain, indicating no direct crypto-asset linkage; any market effect for digital assets would be indirect via broader AI and autonomy narratives, source: Jeff Dean on X; @slotkinjr on X. Trading takeaway: monitor Alphabet and U.S. AV peers for headline-driven sentiment shifts tied to safety outcomes highlighted in these posts, source: Jeff Dean on X; @slotkinjr on X.

According to @StockMKTNewz, Alphabet-owned Waymo has been approved to begin testing its robotaxi service at San Francisco International Airport SFO as of Sep 16, 2025, a regulatory milestone relevant to GOOGL-focused traders and autonomous driving equities, source: @StockMKTNewz. The source notes approval to begin testing but provides no details on timing, scale, or operational parameters such as service hours or pickup zones at SFO, source: @StockMKTNewz. The report does not mention any cryptocurrency assets or blockchain integrations, indicating no direct crypto market linkage cited by the source, source: @StockMKTNewz.