Tesla Robotaxi app rolled out to all iOS users. People are getting instant access. Tesla fleet in Austin appears to have scaled from ~50 → ~200 vehicles in Austin cutting wait times from 10–20 min to 3–4 min despite huge demand surge. ~500–600k miles/month now. There have only been 7 minor accidents reported Texas already effectively unsupervised (safety “monitor” ≠ driver). Arizona, Florida, Nevada essentially self-certify → very fast expansion possible. Tesla should start unsupervised FSD by pulling some safety monitor Texas by ~December 10, 2025. Safety drivers/monitors are trivial to hire. Scaling to thousands of vehicles is not a blocker. AI Landscape – Extremely bullish xAI Grok 4.1 briefly #1, then Google Gemini 3 took #1. But XAI and Google are both far ahead. Scaling laws still hold → more compute = better models → Nvidia wins big. Nvidia crushed earnings again (+20% QoQ guidance). Blackwell 300 ramp is now smooth, Rubin coming 2026. Gavin Baker sahs Google & xAI are pulling ahead. OpenAI slipping to #3. Frontier AI leaders are Google, xAI, OpenAI, Anthropic. Grok 5 coming Jan 2026 (6T params, big leap). Grok 6 later in 2026 even bigger. Space-Based AI Data Centers