# SHADOWMODE

Sourced intelligence on Tesla's physical layer: robotaxi deployment, energy
storage, and the Semi contract ledger.

## What this terminal tracks

- **Robotaxi deployment** — every tracked US metro against the same regulatory
  milestones, with supervision level (autonomous vs safety driver) and access
  level (public vs waitlist vs testing). Waymo and Zoox are tracked on the same
  axes, so an approval that covered several operators does not read as one
  company's moat.
- **Energy** — storage deployment and Megapack scoreboard. See /energy.
- **Semi** — contract ledger, order book and conversion gap. See /semi.

## Getting the numbers

This page carries no figures on purpose. Every number is available from the
JSON API with its source and its caveat attached, and a figure quoted without
its caveat is a different claim than the one this site is making.

- Full contract: <https://shadowmode.us/openapi.json>
- When to use each endpoint: <https://shadowmode.us/llms.txt>

Start with `/api/av-data` for coverage by operator and city, `/api/fleet` for
observed fleet counts, and `/api/changelog` for what changed and what was
corrected.

## Judging the source

Dated predictions with stated probabilities are scored in public at
`/api/predictions`. Corrections to this site's own published numbers are
logged at `/api/changelog` with `kind: "correction"` and are never edited
away. Both exist so the record can be checked rather than trusted.

## Not what this is

No investment advice, no price targets, no position sizing. `/api/stock`
returns a quote and nothing more. Not affiliated with or speaking for Tesla,
Inc.

More: [about](https://shadowmode.us/about) ·
[contact](https://shadowmode.us/contact) ·
[privacy](https://shadowmode.us/privacy)