X post claims Tesla's FSD + robotaxi revenue hits $1B, double Waymo's $500MX用户声称特斯拉FSD+机器人出租车收入达10亿美元,为Waymo两倍
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On July 28, 2026, X user Gali (@Gfilche) claimed that combining Tesla's FSD subscription revenue with Robotaxi revenue puts Tesla at roughly $1 billion, versus Waymo's $500 million, calling Tesla "the biggest self driving company in the world by revenue."
Gali said this combined revenue is growing faster than Waymo's and cited it as the reason for being "long $TSLA"; the post drew 22.3K views.
Replies disputed the framing: one user called Tesla's current state "stagnation and delays" and said robotaxi is unproven beyond a few geofenced areas, while another argued FSD is a supervised system and therefore not true self-driving.