🟢 [Today's Overview] Tesla and Musk ecosystem updates · September 9

Statistics time: as of September 09 21:00 (Beijing time)

Summary
The past 24 hours focused mainly on: analyst commentary, SpaceX, FSD, Robotaxi, and Cybercab.

Key developments

  • Analyst commentary: Today's analyst commentary: analysts updated Tesla ratings/price targets; analysts focused on FSD scaling; Goldman Sachs updated Tesla ratings/price targets; Morgan Stanley updated Tesla ratings/price targets.
  • SpaceX: Musk reposted a tweet from Starlink, which stated that Starlink will partner with @MinCapHum_Ar and @ENACOMArgentina to provide 6,000 kits to rural schools in Argentina. The tweet stated that the project will provide internet access to thousands of students and teachers; teachers can use it to develop lesson plans, and students can take online courses and use digital libraries.|Details
  • Analyst commentary: When replying on X to game streamer @rob2628's Cybercab ride share, Musk said: "Hope to launch in Europe soon." The user experienced the autonomous two-seater in Austin and expressed hope for Cybercab to enter the EU. Cybercab commercial operations began in Austin last week, with the vehicles produced at Giga Texas. Tesla recently began soliciting feedback from passengers on improving the experience.|Details
  • FSD, Robotaxi, and Cybercab: Tesla hid a virtual steering wheel inside the Cybercab's huge infotainment screen.|Details
  • Analyst commentary: Passenger Matthew Skrzypczak posted a video on X, saying that when entering the Cybercab the screen was in a different configuration, showing a virtual joystick for manual driving; he said it "felt like I wasn't supposed to see this," and then still tried manual driving. The video shows that the Cybercab's single touchscreen is split into left and right halves: the left side is a driving interface around the virtual joystick, including a "close door" prompt, a door open button, and a call support button; the right side shows surround-view camera footage, but the side cameras...|Details
  • FSD, Robotaxi, and Cybercab: @Robotaxi posted an update stating that the Cybercab unboxing process can assemble vehicle modules in parallel and complete the car frame in the final step.|Details

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