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This week's signal
Farzad: Pace the Frontier
Farzad reposted Dario Amodei’s “We Must Pace the Frontier” essay and Sam Altman’s agreement, Elon’s “Dario is right,” Demis Hassabis’s direction nod, and David Sacks’s “go ahead” pushback; argued AI control is makers vs consumers and asked how the US aligns China; quote-tweeted Tesla’s Roadster tease and Sawyer on IShowSpeed meeting Cybercab; liked the Robotaxi app tip and the Grok Bot Galaxy 3-day company livestream; and posted Finance Just Became a Weapon in the AI Race.
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Digest
What I posted, liked, and reposted.
041Farzad: Cybercab at ~$2.07 a MileFarzad posted a Cybercab ride at ~$2.07 per mile with a cost-and-margin read (~$0.80 now, sub-$0.50 later, 75%+ margin if regs throttle supply), said physical-AI moat and Cybercab polish are hard to grasp without seat…040Farzad: Tesla Has Solved Self-DrivingFarzad 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…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…
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461SpaceX CFO Just Put $100B ARR and Orbital Compute on a ClockAt Goldman's Communacopia conference on September 10, SpaceX CFO Bret Johnsen said SpaceX believes it is on track for $100 billion ARR by year-end by annualizing December, just closed another hosting deal with an…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…
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