Tesla robotaxi economics, NTSB crash findings and Ford-China dispute lead roundup

  • Tesla promoted faster Cybercab production while its robotaxi economics and Autopilot safety claims drew scrutiny.
  • Goldman Sachs estimated Cybercab operating costs could be up to 30 cents per mile below rival autonomous vehicles.
  • The roundup also covered preliminary NTSB findings from Amazon’s fatal Miami crash and Ford’s dispute over China-linked partnerships.

Tesla Inc. (NASDAQ:TSLA), its Cybercab robotaxi strategy and CEO Elon Musk featured prominently in a broader business and technology roundup that also included preliminary findings from a fatal Amazon "Prime Air" crash, a Ford Motor Co dispute with President Donald Trump's Transportation Secretary Sean Duffy, and geopolitical commentary. Musk said Tesla had revamped Cybercab manufacturing to produce vehicles at speeds more than five times faster than traditional practices, calling it the "first real revolution in automotive manufacturing in over a century." Goldman Sachs estimated the Cybercab could cost up to 30 cents per mile less than rival autonomous vehicles if Tesla reaches its targeted production costs, helped by its low-cost design and camera-only sensor system. Tesla also faced scrutiny over Autopilot and Full Self-Driving after NBC News identified 43 instances of drivers seemingly asleep while moving Teslas, while Rep. Raja Krishnamoorthi (D-Ill.) called for federal action. Musk denied that Autopilot was involved in a fatal New York City crash involving a Tesla Model Y and scaffolding, arguing the crash would not have occurred if the system had been active. The NHTSA said it would probe Tesla's plans to deploy 1,000 Cybercabs in Austin. The NTSB said a pilot warned an aircraft was "too fast" before Amazon's Miami crash, which killed five people and injured five others, without identifying the pilot. Duffy cited potential U.S. security risks in Ford's relationships with CATL, Geely Automobile Holdings Ltd. and BYD Co. Ltd.; Ford rejected his criticism as based on factual errors, and its stock traded higher. The roundup also covered criticism of Tesla's Cybercab launch by TSLA critic Gordon Johnson, investor Gene Munster's view that Tesla shares could rally, Ross Gerber's advice that Tesla owners let the company assume robotaxi risks, SpaceX's $1.11 billion-a-month compute deal and $100 billion ARR target, The Boring Company's $3 billion raise at a $23 billion valuation and planned UAE tunnels, as well as statements concerning Iran, Gavin Newsom, Joe Biden and closed refineries.

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Tesla robotaxi economics, NTSB crash findings and Ford-China dispute lead roundup - CoinPost Terminal