Farzad: Cybercab at ~$2.07 a Mile

Farzad posted a Cybercab ride at about $2.07 per mile with his cost and margin read, said Tesla’s physical-AI moat and Cybercab polish only click after real seat time, shipped data-center and NVIDIA long-forms plus Shorts on orbit compute, framed US AI regulation as the next 18 months that matter and “‘AI IS GOING TO KILL US’” as Midterms politics, quote-tweeted Terafab foundation work and Sawyer Merritt’s European Semi unveil, reposted The Boring Company’s $3 billion Series D at a $23 billion valuation, and showed Grok Bot on a Mac Mini editing a 12-minute talking-head in DaVinci via Fable/Astra MCP from a “make a banger” prompt.

Cybercab ~$2.07/mi + profitability

Farzad, Sep 9 afternoon CT, quote-tweeting Elon on lowest fully loaded cost per mile: his Cybercab ride that day was ~$2.07 per mile; he puts per-mile cost around $0.80 now (maybe a bit higher), sub $0.50 as safety and scale improve; if regulations artificially slow rollout, he reads Tesla’s per-mile margin at 75%+ because supply stays tight vs demand and Tesla is forced to raise prices; ~15-minute wait that day. Separately he said people are massively underestimating Cybercab’s profitability, and posted a video titled Everyone Is Missing This About Cybercab. The $2.07 figure and wait are Farzad’s ride; cost, sub-$0.50, and 75%+ margin reads are his opinions/assumptions, not Tesla filings.

Check the $2.07 QT here. Profitability line here. Video here. Elon quoted here.

Physical-AI moat + polished product

Farzad, Sep 8 afternoon CT: Tesla’s moat in physical AI is impossible to understand until you have extended time behind the wheel of FSD or Cybercab; models that touch the physical world + manufacturing scale + integration is a VERY durable moat ($TSLA). Farzad, Sep 9 late evening CT: Cybercab is such a polished product, easy to take for granted if you’re used to FSD v14; for anyone new to the tech he’s confident it melts brains; phenomenal driver, super comfortable. Moat and polish takes are Farzad’s.

Check moat here. Polish here.

Data centers: stop building = more pain

Farzad, Sep 8 morning CT: long-form I Fact Checked Every Data Center Lie (edit DavidCarbutt_; sponsor boltdotnew). Later the same afternoon he quote-tweeted it: data-center pro/con is more nuanced than most think on both sides, but one conclusion is clear — if America stops building data centers, it’ll create FAR MORE pain. Titles and nuance line are Farzad’s; do not invent what the video shows beyond the title.

Check the video post here. Nuance QT here.

AI regulation = nukes 2.0 + Midterms frame

Farzad, Sep 9 late evening CT, quote-tweeting EvanHub: the most important 18 months in humanity’s history just began; it comes down to how the US regulates AI — too restrictive consolidates power, too open raises terrible-outcome risk; do too much we’re screwed, do too little we’re screwed; nukes 2.0. Farzad, Sep 10 morning CT: “‘AI IS GOING TO KILL US’ is the political strategy for the Midterms (and probably 2028 presidential election).” >10% decade kill risk is EvanHub’s; nukes/Midterms lines are Farzad’s opinion.

Check the QT here. Midterms line here. EvanHub here.

Terafab footing + European Semi

Joe Tegtmeyer, Sep 10: foundation construction underway at the SpaceX/Tesla Terafab site (long rectangular graded area / footing excavation); pace looks very fast vs his trip ~1 month prior. Farzad quote-tweeted “Terafab ain’t wasting no time.” Sawyer Merritt, Sep 11: European Tesla Semi unveil — range 550 km (~342 miles), no traditional side mirrors like the US version, Model Y Standard-like headlights, 1.0 kWh/km (1.61 kWh/mile) energy use, plus fast-charging detail in his thread. Farzad QT: Tesla Semi starting to sneak up on people. Site pace is Tegtmeyer’s eyewitness; Semi specs are Sawyer’s unveil read.

Check Terafab QT here. Tegtmeyer here. Semi QT here. Sawyer here.

Boring Company $3B Series D

The Boring Company, Sep 10: Series D funding round of $3 billion, led by the United Arab Emirates; financing values the company at $23 billion; other key investors named include Human Capital, Vy Capital, Valor Equity Partners, Sequoia (per the company post). Farzad reposted. Figures and investor list are The Boring Company’s announcement.

Check the RT here.

Grok Bot edits a talking-head (“make a banger”)

Farzad, Sep 11 late morning CT: recorded a 12-minute talking-head to hand to Grok Bot for autonomous edit in DaVinci + Astra/Fable via MCP; would upload the edit as-is. Later: gave an unedited file to Grok Bot on his Mac Mini with prompt “make a banger”; end result “Actually INSANE,” with the original unedited file linked; quote-tweeted his video I Let an AI Edit This Entire Video. Zero Human Edits. Process and reaction are Farzad’s; do not invent what the edit changed shot-by-shot.

Check the setup here. Result QT here.

Shorts + Grok 4.7 delay

Across the gap days Farzad also posted Shorts titled The AI Race Is Now a Physical Systems Race, Empty Shell to Supercomputer — 5x Faster, Nobody Has Run an AI Data Center in Orbit, Grok Bot Already Runs a Live Trading Portfolio, and Grok Costs $2. Cheapest GPT Costs $30, plus long-forms NVIDIA's New Product Will Slash the Price of Everything (sponsor Rebellionaire), Elon's Crazy Prediction That Actually Came True (Finally), SpaceX CFO Makes Insane Predictions, and SpaceX's New Product Is About To Go Exponential. Sep 11 he quote-tweeted Elon that Grok 4.7 needs a few more days to cook (penalized response length / gives up on hard tasks too early). Titles only for those videos; Grok 4.7 delay wording is Elon’s.

Check Grok 4.7 QT here. Elon here.