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This week's signal
Farzad: Cybercab at ~$2.07 a Mile
Farzad posted a Cybercab ride at ~$2.07 per mile with a cost-and-margin read (~$0.80 now, sub-$0.50 later, 75%+ margin if regs throttle supply), said physical-AI moat and Cybercab polish are hard to grasp without seat time, shipped data-center and NVIDIA long-forms, quoted AI-regulation as nukes-2.0 and Midterms politics, QT’d Terafab footing and European Semi specs, RTd Boring Company’s $3B Series D at a $23B valuation, and showed Grok Bot editing a 12-minute talking-head in DaVinci with a “make a banger” prompt.
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Digest
What I posted, liked, and reposted.
040Farzad: Tesla Has Solved Self-DrivingFarzad quote-tweeted that after extended Cybercab time he is pretty confident Tesla has solved self-driving and that earnings will talk the profit-per-mile dynamic, posted Terafab and ASML Shorts plus a Model Y vs Model…039Farzad: Cybercab Profit Per Mile Goes VerticalFarzad quote-tweeted that if regulations slow Tesla’s rollout, Cybercab profit per mile goes very high on demand vs supply, reposted nerdalert’s Uber-bulls unit-economics case and Dave Lee’s underestimating-Cybercab…038Farzad: Cleared the Air With JasonFarzad said he and Jason cleared the air on a phone call and that they are all good, quote-tweeted Kalshi’s Robotaxi #1 travel-app claim as Signal, and pushed the Uber-in-the-West profit-per-mile collapse case. He also…
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461SpaceX CFO Just Put $100B ARR and Orbital Compute on a ClockAt Goldman's Communacopia conference on September 10, SpaceX CFO Bret Johnsen said SpaceX believes it is on track for $100 billion ARR by year-end by annualizing December, just closed another hosting deal with an…460Nvidia Vera Rubin Will Slash the Price of EverythingAfter Nvidia’s Aug 26, 2026 print (106% YoY revenue on a ~$5T company), Farzad walks Vera Rubin NVL72: agents burn 4–15x chat tokens, Nvidia claims up to ~30x agent throughput per megawatt vs GB300, and Musk said SpaceX…459Everyone Is Missing This About CybercabFrom a live Austin Cybercab ride ~6 days after unveil, Farzad argues regulatory friction that slows supply does not kill Tesla economics. It widens per-mile margin: about $23 downtown to The Domain versus a cost stack…
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