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Elon Just Made Driving 80% Cheaper
Cybercab is already carrying public riders in Austin with no wheel and no pedals.
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This week's signal
Farzad: People Are Massively Underestimating SpaceXAI and Meta
Farzad quote-tweeted mikepat711 on Zuck gunning for agent share with free Muse credits then Ray-Ban/Oakley integration and Elon gonna put Grok Bot in Teslas/humanoids, arguing people are massively underestimating SpaceXAI and Meta while Anthropic and OpenAI sit in a weird spot if all models become good enough; RTd GavinSBaker that open models continue taking share and more dollars are now spent on open models than OpenAI; and quote-tweeted StevenBartlett that it would be awesome to get elonmusk on Diary of a CEO.
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Digest
What I posted, liked, and reposted.
048Farzad: Robots Will Need More Intelligence Than the Digital WorldFarzad posted Robots Will Need More Intelligence Than the Digital World (Short) with a Full video reply to The Secret Ring Under Elon Musk's Brand New Ultra Factory; posted Elon Just Made Driving 80% Cheaper (native X…047Farzad: Live Cybercab Pod with Dave Lee Got SpicyFarzad posted a live pod with davelee in a Tesla Cybercab @robotaxi (got spicy) and RTd davelee on Cybercab rollout / steering wheels; posted Cybercab and Optimus Need More Chips Than Tesla Can Buy and This Is What…046Farzad: America Can Design AI Chips. It Still Can't Build ThemFarzad posted America Can Design AI Chips. It Still Can't Build Them and The Secret Ring Under Terafab Is a New Kind of EUV (Shorts) with Full video replies to the same Ultra Factory long-form; posted Tesla's New…
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Longer pieces from the videos.
466Tesla Cybercab: What Everyone Gets WrongFarzad sits with Dave Lee inside a Cybercab and argues the soft Austin launch is stage one, not a pivot away from consumer cars. No-wheel design is the regulatory path. His earlier wheel-and-pedals volume idea gets a…465Tesla Cybercab Just Collapsed The Price Of EverythingAustin Cybercab is bookable now: no wheel, no pedals, two seats. Farzad's Domain-to-UT quote was $14.87 versus UberX around $25, and he ties that gap to unboxed manufacturing plus a passenger-first cabin.464SpaceX Just Proved Starship Would Have Been CaughtFarzad posted SpaceX's Ship 40 documentary on September 16. Soft ocean landing, Christmas Island recovery on the Forte, and the first end-of-mission tower-catch guidance run. SpaceX says had there been a tower out…
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