A Tesla Model Y just delivered itself from the Texas Gigafactory to a customer 30 minutes away, for the first time, and you can see that some people really don't want to believe it:

sykesix (on the Falling Knives board):"That's a lot more than what Elon said happened. He said no safety operator intervened. Which is indeed a remarkable feat of technology. But that's not the same as no safety operator at all. If there was no safety operator involved he would have said so. He and Tesla also never mentioned a geofence, which means there was a geofence."

This is what Musk had posted :

“There were no people in the car at all and no remote operators in control at any point. FULLY autonomous! To the best of our knowledge, this is the first fully autonomous drive with no people in the car or remotely operating the car on a public highway.”

So Musk didn't just say that 'no safety operator intervened', he said there was no one in the car, and no one controlling it from a distance. They probably did have someone watching what is was doing, and the whole thing was recorded, but it is hard to argue that this wasn't just what it was claimed to be, a bona fide self-delivery.

Given the number of skeptical commments, like the quoted post, Tesla has provided some additional information about the delivery, including the full 30 minute ride. Here is a sped-up version that takes 3 minutes, for anyone like me who doesn't have enough patience to watch the whole thing: teslarati.com - Tesla silences fsd critics full video model y driving itself to customer

Tesla and Tesla investors are really at a crossroads. There's no way you can justify Tesla's lofty valuation ($1b, or 185 times earnings) based on flat or declining car sales, but if Robotaxis and Optimus robots really turn out to be useful, you can easily argue that Tesla's profits are going to explode upwards, and the current price might be a pretty good deal. Being more of a skeptic than a fan, I would put the latter at maybe a 30% chance, but it's enough for me to justify a 1% stake, and I might buy a bit more if the price continues to drop. More of a speculation than an investment, of course.

Regards, DTB