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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457I Fact Checked Every Data Center LieFarzad stress-tests the data-center fight: power bills, water claims wrong by 1,000x, sparse permanent jobs, Bernie-style moratoriums, and an abundance-dividend deal structure he wants instead of tax-break races.456Can Tesla Cybercab Actually Kill Uber? Day-Two Pricing From AustinFarzad’s day-two Cybercab ride from The Domain to UT Austin. Same trip in the Robotaxi app: Cybercab $14.87 / 30-min wait vs Model Y $19.68 / 7 min. UberX was $25 in 2 minutes. His thesis: Tesla owns the stack, Uber’s…455Tesla Cybercab First Ride: A Living Room on Wheels With No Driver ControlsFarzad’s cabin walkthrough of Tesla’s purpose-built Cybercab in Austin. Two seats, no steering wheel or pedals, eight cameras, a huge screen, Grok in the cabin, and a trunk that fits two suitcases. The invite event was…
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