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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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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…454I Rode Tesla Cybercab. The Real Tell Is Who Owns the FleetFarzad’s unsupervised night ride across Austin’s full Robotaxi geofence. No wheel, no pedals. Public Cybercab fares open Sept 4 at 5pm CT. His read: Tesla wants third parties on cleaning, repairs, and the balance sheet…453Forget Nvidia. Farzad Says SpaceX Is the New King of AIGrok 4.6 scored 61 on Artificial Analysis, level with GPT-5.6 Sol, at $2/$6 per million tokens versus Sol at $5/$30. Farzad’s case is the full stack: Grok Bot, Colossus build speed, orbital compute targets, and Terafab…
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