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![garyblack00 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1161703589942878208.png) Gary Black [@garyblack00](/creator/twitter/garyblack00) on x 522K followers
Created: 2025-07-25 18:14:35 UTC

Not sure why launching a second supervised robotaxi test in San Francisco excites $TSLA investors.  Until the safety driver comes out, TSLA FSD is not fully autonomous so can’t be scaled nationally.  Meanwhile UBER continues to trade just off its all-time high (YTD $UBER +50%, TSLA -22%) as the biggest beneficiary of the industry going autonomous.

![](https://pbs.twimg.com/media/GwuPMp4XYAAANh_.jpg)

XXXXXXX engagements

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[Post Link](https://x.com/garyblack00/status/1948809119672000654)