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Farzad: His "Super Hot Take" Says Uber Should Shed Its Entire Transport Business for the Human-to-Human Gig Economy + He Puts Robotaxi at "$0.60 Cost to Tesla"
In what he called a super hot take, Farzad says Uber would be way better off shedding its entire transport business and going all in on a next-gen gig economy between humans. In a reply, he estimated Robotaxi is "$0.60 cost to Tesla" with a 10:1 Robotaxi to teleoperator ratio.
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087Farzad: United Airlines CEO Says a Plan to Put Starlink on 65% of the Fleet Became "All-In," Calls Delta Skipping It "a Mistake" + Elon Says 10k Starship Launches a Year Is "Just From Starbase Louisiana"The United Airlines CEO says a plan to put Starlink on 65% of the fleet turned into all-in after passenger anecdotes, and calls Delta skipping it "a mistake." Farzad RTd both SawyerMerritt posts. Early Wednesday he RTd…086Farzad: Anthropic IPO Filing Says It Agreed to Spend Up to $120.5B on SpaceX Compute Through 2029, SpaceX Secures a $40B GPU Lease With an Apollo-Managed Entity + Farzad Says Tesla Victory in Autonomous Transport Will Be "Unstoppable for Years (Decades?)"The Anthropic IPO filing says it agreed to spend up to $120.5B on SpaceX compute through 2029, and SpaceX says it secured a $40B GPU lease with an Apollo-managed entity. Farzad RTd both. Late Monday he called Tesla…085Farzad: Elon Says Debt Markets Have Almost Entirely Shut Off for Companies Without Substantial Revenue Outside AI Data Centers, SpaceX Closed $40B of Debt for GPUs, and 200+ Neoclouds Face "Guppy-Level Death" + Elon on Why Starlink Must Remain CivilianElon said Sunday that debt markets have almost entirely shut off for companies without substantial revenue outside AI data centers, that SpaceX closed $40B of debt for GPUs, and that 200+ neoclouds face guppy-level…
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