Brighter with Herbert

Wait… This Model Gives Tesla HOW Many Robotaxis?

November 9, 2026·35 min
Episode Description from the Publisher

Tesla robotaxi: Larry Goldberg’s 20,000 simulations model roughly 50,000 network cars by end-2027, with most customer-owned.Larry Goldberg is a serial entrepreneur and has been an active Venture Capital investor for the last decade. Check out lumasenti.com Follow Larry on X: @TeslaLarry🚨 Are you a serious $TSLA or $SPCX investor? Keep close track of all Musk business posts, Tesla and SpaceX catalysts and prediction odds, deep research with charts and spreadsheets all in one place. Follow Robotaxi rollout, Optimus production, Starship, Starmind and more.👉 https://www.brighterfinance.com━━━━━━━━━━━━━━📚 Want to learn how to trade options?I’m not the options guy, but my friend Nick Gibbs is!👉 https://crashcourse.iagmethod.com/herbert━━━━━━━━━━━━━━Own a Tesla? Get a free month of Full Self-Driving (Supervised) when you use my link.https://tesla.com/get-app/referral?code=herbert23392━━━━━━━━━━━━━━Get better sleep with my Juxi amber blue-light blocker eye-glass clip-ons: https://www.amazon.com/dp/B0GWFKHKKJ0:00 50,000 Robotaxis by end of 2027 in the median case2:05 Monte Carlo: 20,000 simulations of the Robotaxi model5:06 Majority could be customer-owned cars9:13 Start fleet of about 1,100 Tesla-owned cars10:01 Cybercab production rate caps the fleet12:31 Safety pause from a serious event15:16 S-curve: 17,500 cars in Q3 to 50,000 in Q4 202718:13 FY27 revenue $348 million to $2.5 billion; mid about $900 million24:10 Doubling each quarter; fleet growth is the lever26:41 Fare is the model weakness; Austin charges much more30:01 Fleet growth correlation of 0.85; P90 about 110,000 cars32:29 Biggest limit is putting cars into markets, not productionBecome a Patreon: https://www.patreon.com/brighterwithherbertBecome a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/joinYour support means alot! ❤️ My website: https://www.BrighterFinance.com15+ modules of resources for the $TSLA and $SPCX Investor Let's get brighter!Website: https://brighterfinance.com/X: @herbertongDisclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStockMerch: $TSLA Black Hat: https://tinyurl.com/yc5fe3fz$TSLA White Hat: https://tinyurl.com/bdd9v96m

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