Chris Camillo — the investor who’s turned a small stake into as much as $100M — says Tesla’s robotaxi and Cybercab story is already priced into the stock. We go through the actual numbers on a whiteboard and show why we think he’s missing several layers. FSD subscription revenue today, the Hardware 4 legacy fleet ...

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Link :
https://www.nextbigfuture.com/2026/09/chris-camillo-is-wrong-about-cybercab-heres-why.html