The September 3 Cybercab event isn’t just about hardware- the hardware was already unveiled. What actually matters for $Tesla(TSLA.US) is the capabilities of FSD vs v15, its scaling timeline, and whether Tesla can transform its end-to-end autonomy stack into a commercial robotaxi network. While Waymo relies on LiDar and HD maps, Tesla is betting pure vision and massive parameters can solve complex edge cases. September 3 will reveal if scalable vision- only autonomy is finally ready.
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