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Farzad: Cybercab Profit Per Mile Goes Vertical
Farzad 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 thesis, posted Extremely Weird Cybercab Interaction and Cybercab vs Pedestrians clips, said we’re totally in the singularity, and liked WesRoth’s note that OpenAI is testing a ChatGPT Writing Style feature.
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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…036Farzad: Uber Is Cooked. Own the Stack.Farzad said AI winners will own power, chips, model, and distribution, with SpaceX and Terafab as the hardware bet, and that Uber partnering with driver unions to slow robotaxis only locks in higher human cost per mile…
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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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