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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: Robotaxi Margins Are Going to Surprise People
Farzad posted Night Ride in Tesla's Cybercab With No Driver and Cybercab Is Literally a Living Room on Wheels (native X videos + Full video YouTube replies); argued Robotaxi margins will surprise people at a 10:1 teleops ratio (~$0.60–$1.00/mi cost, ~$3–5/mi charge, ≥$2/mi gross on Austin non-deadhead; printing money above ~30% utilization); sketched 2027 talk-to-device agents (Meta Muse+Glasses+WA/FB/IG; SpaceXAI Grok Bot+Tesla+Optimus+X) and a Starlink-powered SpaceX phone with native Grok Bot across Tesla cars and Optimus; started a long-term $META position on data centers + Muse + Glasses + FB/IG/WhatsApp; QTd paulg on ~28% news-site traffic drop with Why visit the source when an AI agent can tell you what's going on?; RTd ArtificialAnlys / SpaceXAI on Grok 4.7; RTd SawyerMerritt on Tesla Megapacks qualified for Nvidia DSX Ready.
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Digest
What I posted, liked, and reposted.
050Farzad: No Steering Wheel. No Pedals. Just Hop InFarzad posted No Steering Wheel. No Pedals. Just Hop In (native X video) with a Full video reply to YouTube Tesla Cybercab First Ride (No Steering Wheel Car); RTd nic_carter on FSD nimbly swerving in Miami rain; asked…049Farzad: People Are Massively Underestimating SpaceXAI and MetaFarzad 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…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…
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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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