Farzad: Robotaxi Margins Are Going to Surprise People

Farzad posted Night Ride in Tesla's Cybercab With No Driver and Cybercab Is Literally a Living Room on Wheels (native X videos with Full video YouTube replies), argued Robotaxi margins are going to surprise people off a WorldlyReviewer Tesla robotaxi wait-times-and-pricing clip (10:1 Robotaxi-to-teleoperator cost framing), sketched talk-to-device agent ecosystems for 2027 and a Starlink-powered SpaceX phone with native Grok Bot across Tesla cars and Optimus, said he is starting a long-term $META position, quote-tweeted paulg on news-site traffic falling ~28% in two years, RTd ArtificialAnlys and SpaceXAI on Grok 4.7, and RTd SawyerMerritt that Tesla Megapacks are qualified for Nvidia's DSX Ready AI-factory program.

Night Ride / Living Room Cybercab

Farzad, Sep 22 morning CT: Night Ride in Tesla's Cybercab With No Driver (native X video). Reply: Full video to YouTube (id YCsJ-QlrBEk). Titles only — no extra thesis in the post text.

Check native video here. Full video reply here.

Farzad, Sep 21 evening CT: Cybercab Is Literally a Living Room on Wheels (native X video). Reply: Full video to YouTube (id SXLEOq7hn-A). Titles only.

Check native video here. Full video reply here.

Robotaxi margins (QT)

Farzad, Sep 21 afternoon CT: Robotaxi margins are going to surprise people. At a 10 to 1 Robotaxi to Teleoperator ratio (1 person overseeing every 10 Robotaxis), he puts cost to Tesla somewhere between $0.60 to $1.00 per mile including charging, maintenance, cleaning, insurance, teleops salaries, etc. Off the WorldlyReviewer example, he says Tesla is charging somewhere around $3–5 per mile (demand vs supply), so at least $2 per mile gross profit on Austin non-dead-head miles; above ~30% utilization he says the service is printing money. Cost / price / utilization lines are Farzad's modeling. Quoted WorldlyReviewer: Tesla robotaxi wait times and pricing on a Monday afternoon.

Check Farzad QT here. WorldlyReviewer here.

2027 talk-to-device agents + SpaceX phone

Farzad, Sep 21 late evening CT: Seems like the big trend of 2027 for AI will be devices that you can talk to that will do things for you — phone, car, glasses, pendant, watch, ring, or whatever — powered by an agent that executes the action; the agent sits in an ecosystem and model companies will go hard into device ecosystems. Examples he names: Meta's Muse + Meta Glasses + WhatsApp/Facebook/Instagram; SpaceXAI's Grok Bot + Tesla cars + Optimus Robots + X. Reply: This is why I think it's inevitable that SpaceX will come out with a phone. Hook that thing up to Starlink and it's GG. Follow-on: SpaceX should make a phone that is powered by Starlink and has native Grok Bot integration across the entire Musk ecosystem, including Tesla's cars and Optimus Bots. Framing is Farzad's.

Check devices post here. SpaceX phone here.

Long-term $META

Farzad, Sep 22 morning CT: I'm starting a long-term position in $META. The combination of data center build outs + Muse agents + Meta Glasses + gigantic ecosystem in Facebook/IG/WhatsApp is impossible to ignore. Position / thesis lines are Farzad's — no size or fill disclosed in the post.

Check the post here.

News traffic / AI agents (QT)

paulg, Sep 22 morning CT: In the last 2 years, web traffic to news sites has fallen by about 28% (per paulg). Farzad quote-tweeted: Why visit the source when an AI agent can tell you what's going on? Reply to paulg: LLMs disrupting sources. The 28% figure is paulg's; agent framing is Farzad's.

Check Farzad QT here. paulg here.

Grok 4.7 (RTs)

SpaceXAI, Sep 21 morning CT: Grok 4.7 is here. It's a notable improvement over Grok 4.6 at the same price and speed (per SpaceXAI). Farzad RTd.

ArtificialAnlys, Sep 21 morning CT: Grok 4.7 scores 46 on the Artificial Analysis Intelligence Index to bring SpaceXAI into the top 4 AI labs; Coding Agent Index performance improved, overtaking GPT-5.6 Sol; +2 points over Grok 4.6 on the Intelligence Index at xhigh (per ArtificialAnlys). Farzad RTd. Benchmark numbers are ArtificialAnlys's.

Check Farzad RT SpaceXAI here. Farzad RT ArtificialAnlys here. ArtificialAnlys here.

Tesla Megapacks / Nvidia DSX Ready (RT)

SawyerMerritt, Sep 21 afternoon CT: Nvidia has announced that Tesla's Megapacks have officially been qualified for use in its DSX AI factory ecosystem; Nvidia launched DSX Ready for power and cooling products that meet AI-factory requirements; initial categories include battery energy storage systems (BESS) and cooling distribution units (per SawyerMerritt / Nvidia quote in-thread). Farzad RTd. Qualification / program lines are SawyerMerritt's (and Nvidia's as quoted).

Check Farzad RT here. SawyerMerritt here.