Farzad: Tesla Has Solved Self-Driving

Farzad quote-tweeted that after extended time in Cybercab he is pretty confident Tesla has solved self-driving — not perfect, but considerably safer than the average human — and that the upcoming earnings call will talk the profit-per-mile / supply-demand dynamic. He posted Shorts titled If Terafab Works, Tesla's Chip Gap Only Widens and China's Chip Push and Musk's $25B Bet Trace to ASML, plus a last-7-days US Google search trend chart for Model Y vs Model 3 vs Cybercab, reposted Gene Munster on an NHTSA Cybercab detail, quote-tweeted a nearly two-hour Cybercab wait and Chuck Cook’s rider-feedback note with his own seat and wait asks, liked Dave Lee’s take that Tesla’s real competitor is the next robotaxi network not Uber, posted NVIDIA Itself Will Depend on This Company, and said GPT 6 Astra is probably the best writer out of all the LLMs right now.

Solved self-driving + earnings dynamic

Farzad, Sep 7 late morning CT, quote-tweeting his own earlier profit-per-mile post: after extended time in Cybercab he is pretty confident Tesla has solved self-driving — not PERFECT, but considerably safer and better than the average human; anyone who rides Cybercab long enough sees it; paired with manufacturing, Tesla can put enough Cybercabs into a metro to take a huge rideshare share; he walks a 100,000 Cybercabs/year (~2,000/week) assumption and a regs-force-premium-pricing vs overwhelm-the-market fork, both as his scenario reads, not a filed production plan. The “solved self-driving,” safety vs human, and 100k/year framing are Farzad’s opinions/assumptions.

Check Farzad here. Quoted prior post here.

Shorts: Terafab chip gap + ASML / China

Farzad, Sep 7 late morning CT: If Terafab Works, Tesla's Chip Gap Only Widens and China's Chip Push and Musk's $25B Bet Trace to ASML, each with a Full video reply pointing at the same YouTube long-form Elon Musk's New Product is the Biggest Bet In Industrial History. Titles are Farzad’s clip titles; do not invent what the videos show beyond the titles.

Check Terafab clip here. ASML clip here.

Google trends: Model Y vs 3 vs Cybercab

Farzad, Sep 7 afternoon CT: Last 7 days Google search trend in the US for Tesla Model Y v Model 3 v Cybercab, with a chart image. That is Farzad’s chart post; do not invent the ranking from the image here.

Check the post here.

Munster: NHTSA + ~1k Austin Cybercabs

Gene Munster, Sep 7 late morning CT: reads an NHTSA detail as Tesla ready to roll out 1k Cybercabs in Austin; last Thursday he estimated 300 over three months; calls that bullish as a confidence-in-safety signal; also notes NHTSA fighting Tesla as a speed bump. Farzad reposted and liked. The ~1k figure and bullish stock read are Munster’s. Separately, the ABC post Munster quoted says NHTSA launched an investigation into Tesla’s deployment of approximately 1,000 Cybercab vehicles in Austin with no steering wheels or brake pedals — investigation framing is ABC’s, not Munster’s “ready to roll out” gloss.

Check the RT here. Munster here.

Need more Cybercabs / rider feedback

Farzad, Sep 7 late afternoon CT, quote-tweeting DavidMoss: We’re gonna need more Cybercabs — on Moss’s report that a holiday Cybercab request at 2:15PM showed a 4:02PM arrival. Farzad, Sep 7 evening CT, quote-tweeting Chuck Cook’s Cybercab feedback note: I asked for ventilated seats, fully reclining seats, and better lumbar support. Also better wait times. Wait-time anecdote is Moss’s; seat/wait asks are Farzad’s on Cook’s feedback thread.

Check more Cybercabs here. Feedback ask here.

Dave Lee: not Uber — the next robotaxi network

Dave Lee, Sep 7 late night CT: Uber’s network mattered because drivers were scarce; robotaxi abundance removes that; Tesla’s real competitor is the next robotaxi network that deploys at scale, not Uber. Farzad liked. Thesis is Dave Lee’s.

Check Dave Lee here.

GPT 6 Astra as writer + NVIDIA Short

Farzad, Sep 7 afternoon CT: GPT 6 Astra is probably the best writer out of all the LLMs right now; follows instructions EXTREMELY well and doesn't sound like an AI. Farzad, Sep 8 morning CT: NVIDIA Itself Will Depend on This Company, with Full video reply to Forget NVIDIA. This is The New King of AI. Writer take is Farzad’s opinion; Short title is Farzad’s.

Check Astra post here. NVIDIA Short here.