What AI and robots do to the next 20 years.
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This week's signal
Farzad: Tesla Has Solved Self-Driving
Farzad 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 3 vs Cybercab Google-trends chart, reposted Gene Munster on NHTSA and a ~1k Austin Cybercab figure, quote-tweeted long Cybercab wait times and rider feedback asks, liked Dave Lee’s Tesla-vs-Uber network read, and said GPT 6 Astra is probably the best writer among LLMs right now.
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Digest
What I posted, liked, and reposted.
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…037Farzad: Can Cybercab Kill Uber?Farzad posted Can Tesla’s Cybercab Actually Kill Uber? as a subscribers-only sneak peek then a public clip, argued Tesla is signaling third parties to run fleet ops like an airline or Amazon model, and said he wants…
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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…458Elon's Crazy Prediction That Actually Came True (Finally)Farzad packages Elon's Oct 10, 2024 We, Robot Cybercab pitch against public Austin rides: unsupervised FSD path, Elon's ~20¢/mi operating cost vs ~$1/mi bus, expected sub-$30k buyable unit, fleet shepherds, and a…
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