---
title: "<p>Bros, <span class=\"security-tag\" type=\"security-tag\" counter_id=\"ST/US/TSLA\" name=\"Tesla, Inc.\" trend=\"0\" language=\"en\">$Tesla(TSLA.US)</span> is still falling so much today! I get trapped every time I enter. Coming to pick people up (sarcastic). Try a short position, dump!</p>"
description: "🔥🚀 6 million cars, one software update—$Tesla(TSLA.US)'s real ace in the hole isn't Robotaxi at all. Many are still debating whether Robotaxi can catch up to Waymo. But I'm increasingly convinced ev"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/38813230.md"
published_at: "2026-02-20T22:29:37.000Z"
author: "[辰逸](https://longbridge.com/en/profiles/16318663)"
---

# <p>Bros, <span class="security-tag" type="security-tag" counter_id="ST/US/TSLA" name="Tesla, Inc." trend="0" language="en">$Tesla(TSLA.US)</span> is still falling so much today! I get trapped every time I enter. Coming to pick people up (sarcastic). Try a short position, dump!</p>

🔥🚀 6 million cars, one software update — $Tesla(TSLA.US)'s real ace in the hole isn't Robotaxi at all.

Many are still debating whether Robotaxi can catch up to Waymo.

But I'm increasingly convinced that everyone is looking in the wrong direction.

Robotaxi is just the spotlight at the front of the stage.  
What truly decides the outcome is those over 6 million $Tesla(TSLA.US) vehicles already on the road.

These cars —  
They aren't test vehicles.  
They aren't prototypes.  
They aren't demonstration samples.

They are real cars that consumers have already paid for.  
They drive in the real world every day.  
They are learning with every mile.

Once "unsupervised FSD" is activated.

It's not a matter of deploying a few thousand more cars.

It's millions of cars simultaneously gaining autonomous driving capability.

The scale gap widens instantly.

Compare it to the current situation.

Waymo has about 2,500 cars.  
Each costs $100,000–$150,000.  
Relies on high-definition maps.  
Has to map the world street by street.

Their expansion path is:

Build cars → Map → Deploy → Keep burning cash.

While $Tesla(TSLA.US)'s path is:

Sell cars → Collect data → Train models → Software update.

The capital efficiency is completely different.

What's more crucial is the data.

Tesla FSD has accumulated over 7 billion miles of driving.  
Billions of those miles are in complex scenarios: pedestrians, unprotected left turns, construction zones, chaotic intersections.

Waymo's real-world testing scale is just a tiny fraction of that.

The data gap isn't linear.  
It's an order of magnitude.

More real-world data  
\= More edge cases  
\= Stronger generalization ability  
\= Safer system

This is a flywheel.

And it's a flywheel that accelerates every single day.

Many overlook a core difference:

Waymo relies on HD maps.  
Tesla does not.

Tesla's neural network understands the environment in real time, just like a human.

This means —

Tesla can generalize and operate across different states and cities.  
Without needing to "draw the world" in advance.

That's why I say:

The Robotaxi race is just the surface.

The real story is "fleet activation."

Even if Robotaxi expansion slows.  
Even if regulatory approval drags on.

$Tesla(TSLA.US) still holds a structural advantage.

Because it's not a Robotaxi company that must own its own assets.

It's a software platform.

Waymo spends $150,000 to deploy one car.  
Tesla's incremental cost is nearly $0 — one OTA update.

Now think about the impact on sales.

If a carmaker can say:

This car can truly drive itself.  
You can work, rest in the car.  
In the future, it might even generate income for you.

While other carmakers are still stuck at L2 assisted driving.

That's a generational gap.

When autonomous driving is finally legalized and scaled —

6 million cars isn't a theory.  
It's reality.

Cars are no longer assets that sit idle 95% of the time.

They can pick up family, run errands, even participate in a mobility network.

The real limiting factor is just regulation.

Technology maturity is improving.  
Hardware is already deployed.  
Data advantage keeps growing.  
Manufacturing capacity is sufficient.

The question isn't "can it be done."

It's —

Once the green light is given, who can deploy at scale immediately?

The answer is very clear.

Many are still watching the number of cities for Robotaxi.

What I care more about is:

When that software update arrives, will the market suddenly realize what it has underestimated?

Do you think $Tesla(TSLA.US)'s true value has been fully understood?

📬 I will continue to track the key inflection points in $Tesla(TSLA.US)'s autonomous driving, AI progress, and industry structural changes.

If you are also thinking about the long-term value behind this transformation, feel free to dive deeper together.

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
