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Sean O’Kane
@okane.fyi

At first glance the image seems to show growth, even if it appears to be slowing. But Tesla is showing "cumulative" paid miles traveled here. Do the math on that and the company only drove around 700k miles for paying customers in Q2, down from ~1.1m in Q1 techcrunch.com/2026/07/23/t...

Sean O’Kane
@okane.fyi

Talked about this on @niedermeyer.online‘s stream last night, but in both its car sales and now in its Robotaxi play, Tesla is leaning on geographic expansion to give the appearance of durable scale that the underlying numbers don’t support bsky.app/profile/okan...

Sean O’Kane@okane.fyi

NEW: Tesla's own data shows a roughly 36% decline in "paid Robotaxi miles" from Q1 to Q2, despite its sweeping rhetoric and expansion to new cities More on @techcrunch.com: techcrunch.com/2026/07/23/t...

techcrunch.comTesla's robotaxis are moving in reverse | TechCrunchThe number of paid robotaxi miles traveled fell 36% in the second quarter, despite expanding to new cities, according to Tesla's own figures.
Andy 🏔️
@ammartin.bsky.social

Hey, this is the same strategy Apple was using when it launched the iPhone in a new market at carefully timed cadence. Therefore tesla robotaxis will be just as successful as the iphone