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…
A Once-in-a-Generation Opportunity: Why Owning the Disruptors Beats Waiting for UBI
As AI businesses scale and displace truck drivers in Ohio, factory workers in Michigan, and warehouse labor in Texas, Elon Musk’s framing on Joe…
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…