My most valuable daily insights into how the world is changing.
Important Warning: Why Unsupervised FSD Could Collapse the Car Market
With average new U.S. cars near $48,000—and even a rounded $40,000 example losing roughly 60% to about $16,000 in four years under a normal curve—the…
Elon Musk's Next Product No One Thought Was Possible: Why Starlink Unlocks Fleet Inference
A still-underpriced Tesla product is not another vehicle SKU but a distributed inference network: idle cars running AI6/AI7-class chips at roughly a…
The Market Goes Nuclear on Ford: Why an EV Writedown Is an Autonomy Surrender
Ford’s roughly $19.5 billion EV writedown—among the largest impairments in corporate history—and Jim Farley’s claim that larger EVs will never make money…
From 99% to 99.9999%: Why Nvidia's CES Autonomy Still Faces Tesla's Long Tail
At CES, Nvidia unveiled Alpamayo—framed by Jensen Huang as a ChatGPT moment for physical AI—and Elon Musk’s terse reply amounted to “good luck,” citing…