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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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  1. 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."
  2. Gali said this combined revenue is growing faster than Waymo's and cited it as the reason for being "long $TSLA"; the post drew 22.3K views.
  3. Replies disputed the framing: one user called Tesla's current state "stagnation and delays" and said robotaxi is unproven beyond a few geofenced areas, while another argued FSD is a supervised system and therefore not true self-driving.
  1. 年7月28日,X用户Gali(@Gfilche)声称,若将特斯拉FSD订阅收入与机器人出租车(Robotaxi)收入相加,特斯拉年收入约10亿美元,是Waymo约5亿美元规模的两倍,称特斯拉是"全球营收规模最大的自动驾驶公司"。
  2. Gali表示该合并收入增长快于Waymo,并以此作为自己看多$TSLA的理由,该帖获2.23万次浏览。
  3. 评论区出现质疑:有用户称特斯拉目前"停滞不前、屡屡延期",机器人出租车尚未证明能扩展到少数地理围栏区域之外;另一用户指出FSD属于有监督驾驶系统,并非真正意义上的自动驾驶。