Farzad: Cybercab Profit Per Mile Goes Vertical

Farzad quote-tweeted that in a world where regulations slow Tesla’s rollout, Cybercab’s profit per mile is going to be very high because demand relative to supply will be off the charts, reposted nerdalert’s case that Uber bulls never answer Tesla’s unit-economics advantage, and reposted Dave Lee’s take that people are seriously underestimating what Cybercab means for Tesla’s future. He also posted Extremely Weird Cybercab Interaction and Cybercab vs Pedestrians clips, said we’re totally in the singularity and every week is insane, and liked WesRoth on OpenAI testing a ChatGPT Writing Style feature that learns how you write.

Cybercab profit per mile if regs slow the rollout

Farzad, Sep 7 morning CT, quote-tweeting a Goldman Sachs Cybercab note card: In a world where regulations slow down Tesla’s roll out, Cybercab’s profit per mile is going to be VERY high because the amount of demand relative to supply is going to be off the charts. $TSLA. The quoted card headline (via @zhongwen2005) says Goldman Sachs: Cybercab Is Poised to Gain a Cost Advantage; Tesla's Target Price Could Rise to $500 in an Optimistic Scenario. The $500 target and cost-advantage framing are the card’s / Goldman framing in that post, not Farzad’s independent price target. The profit-per-mile demand/supply read is Farzad’s.

Check Farzad here. Quoted card here.

Uber bulls vs Tesla unit economics

nerdalert, Sep 7: the one thing I never hear from the $UBER bulls is how they will compete given Tesla’s unit economics advantage — Cybercab lower cost to manufacture, lower cost to operate, better interior experience, which translates to lowest customer price per mile; Uber’s network moat looks fragile; once Robotaxi is meaningfully cheaper and more comfortable, riders switch. Farzad liked and reposted. Unit-economics and moat claims are nerdalert’s.

Check the RT here. nerdalert here.

Dave Lee: underestimating Cybercab

Dave Lee, Sep 6 afternoon CT: people are seriously underestimating what Cybercab means for Tesla’s future; his read is Elon deliberately skipped the obvious cheaper steered car to concentrate talent on Cybercab and FSD; once software, manufacturing, and architecture are proven, Tesla can build a passenger-first lineup on that foundation. Farzad reposted and liked. Thesis and Elon-decision read are Dave Lee’s.

Check the RT here. Dave Lee here.

Clips: weird interaction + vs pedestrians

Farzad, Sep 6 late evening CT: Extremely Weird Cybercab Interaction (video) and Cybercab vs Pedestrians (video), each with a Full video reply. Titles are Farzad’s clip titles on his own posts.

Check weird interaction here. Vs pedestrians here.

Singularity week

Farzad, Sep 7 early morning CT: We’re totally in the singularity. Every week is insane. That is Farzad’s own line, not a cited paper or forecast.

Check the post here.

ChatGPT Writing Style test

WesRoth, Sep 6 late evening CT: ChatGPT might soon be able to actually learn how YOU write; OpenAI is testing a Writing Style feature that can use your documents, emails, and messages as reference examples; currently limited to a small group of users. Farzad liked. Feature claim is WesRoth’s / the testing note in that post, not Farzad’s independent product audit.

Check WesRoth here.