Tesla: Buy The Dip or Sell The News?
The structural disconnect following the high stakes reveal by $Tesla(TSLA.US) points heavily toward Option B: Sell the news: A gold car, no livestream, no regulatory green light, still Austin only.
While the economic promise of a USD 20,000 to USD 30,000 vehicle base price and hyper optimised cost per mile fleet metrics are compelling, the complete absence of a public livestream and zero immediate federal regulatory exemptions turn this launch into a classic showcase rather than an active commercial catalyst.
In contrast, $Alphabet - C(GOOG.US) Waymo is quietly operating driverless commercial passenger rides across 14 separate cities. Waymo isn't behind. It is simply executing a highly disciplined , regulatory compliant commercial build out while Tesla relies on theatrical invite-only showcase and social media teasers.
This launch wasn't a failure. It was just a beautiful demo that reminds us that the road to full autonomy is paved with endless compliance paperwork. It is still early days for Cybercab to catch up with Waymo, which is way better than Tesla's Cybercab for now.
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