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Joined May 2020
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็นๆฏๆๅทฒ็ป่ฟๅ
ฅ่ฏๆงๅพช็ฏใ
ไปไบงๅๅๆๅก่งๅบฆ็๏ผ้็ๆ ไบบๅบ็ง่ฝฆ่ฆ็ไบบ็พคๅขๅ ๏ผFSDๅฐไปฅๆดไฝ้จๆง่ขซๆดๅคๆฎ้ไบบไฝ้ชๅฐ๏ผ่ฟ็งๆๆๆฏๅฎขๆท่ฏ้ฉพๆดๅฅฝ๏ผๆๅฉไบๅธฆๅจ้้ๅๆ้ซFSDๆฎๅ็ใ
ไปๅ
ฌๅธ่ดขๅก่งๅบฆ็๏ผๆ ไบบๅบ็ง่ฝฆๆฏ้ซๆฏๅฉใ่ฝๅธฆๆฅ็จณๅฎๆ็ปญ็ฐ้ๆต็ๆๅก๏ผไธบๆ่ตๆชๆฅไธๅกๆไพไบ็ปๆตๅบ็กใ
ๅ
ณไบๅ
ฌๅธๆชๆฅ๏ผๆๅ
ไธ่ฏดๆบๅจไบบ๏ผๆ็น่ฟ๏ผ๏ผ้็น่ฏดAI็ฎๅใ้็AI 5ใ6ใ7ใ8็่ฟญไปฃ๏ผไปฅๅๅคช็ฉบ็ฎๅไธญๅฟ็ๅฎ็ฐ๏ผ่ฟไธชไธๅก็ๅคฉ่ฑๆฟๅฏ่ฝ่ฟ่ถ
ๅ ไธไบฟใ็ฎๅ็ๆฌ่ดจๆฏ่ฝๆบ๏ผๅฆๆ่ฝไฝๆๆฌๅฉ็จๅคช็ฉบๅคช้ณ่ฝ๏ผๅ
ถ่งๆจกๅฐ่ฟ่ถ
ๅฐ็ไธ็ฎๅๅฏ็จ็็ฎๅใ
็ญๆ็่กไปทๆณขๅจๆ ๆณ้ฟๅ
๏ผไฝๅฏไปฅ่ฏๅฎ็ๆฏ๏ผ็นๆฏๆ็ไธไธไธชๆตชๆฝฎๅทฒ็ปๆฅไบใ
ไปฅๅๆๅฌ่ฏด็พๅฝๆฏไบบ็ฑปๆๆ็็ฏๅก
ไฝๆฏๆ็ฐๅจ็ๅฐ็ๆฏ่ฎ่็ๆฟๆฒป่ฟซๅฎณ๏ผๆฏๅพๅค่
่ดฅ็ๆฟๅบ่ฟ่ฆ็
ๅ ไธบ่ฟไปถไบ๏ผๆ่งๅพๅทๆฎ้ๅกไธๅผ้ฃไธชไปท้ฑ
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็นๆฏๆๆญฃๅจไธบๆฐ็ไบคไป่ฎฐๅฝๅๅฒๅบ
@JoeTegtmeyer ่งๅฏๅฐ็Giga Texas ็ๆไบงๅๅใๅทฅๅๅๆฅๆฏๅจไธๅฐๅจไบๅชไธ็ฝ็ญ๏ผๆฏ็ญ็บฆ 10 ๅฐๆถ๏ผ็ฐๅจๆนๆ็ฝ็ญๅ ๅค็ญ๏ผไธค็ญๅ 12 ๅฐๆถใไปๅนดๆๆฉ่ๅๅฃ่ฏๅฐๆฐๅนด่ฟๆฎต๏ผๅๆฌ็
งไพไผ่ฟๅๅฅฝๅ ๅคฉ๏ผๆ็ฎๅ่ฎกๅไนไธๅไบใไป็ๅคๆญๆฏ่ฟไธชๅญฃๅบฆๅฏ่ฝไผๅพๅผบใ
ไพๆฎ็พๅฝๅ
จๅฝๅฎถๅบญๅบ่ก่ฐๆฅ๏ผNHTS๏ผ๏ผ็พๅฝ็ๆฅๆดป่ทๆฑฝ่ฝฆ1.4ไบฟ๏ผๅช่ฆFSD็ปง็ปญไฟๆ่ฟไธชๆฎๅ้ๅบฆ๏ผไธ่ฟ็ๅฐๆฅ๏ผไป
็พๅฝ็FSD็็จๆทไนๆฏๅไธ็บง
Elonไป
ไพ้ ็พๅฝๅธๅบๅฐฑ่ฝๅฎๆๅฏน่ตๅ่ฎฎไธญFSD่ฎข้
็จๆท่พพๅฐ10 Million้ฃไธ้กน
ๆฒๆฏๅ กๅๆญฅ่ฟ่ฅ็ๅฐ็ๅดๆ ้ข็งฏ็ฎๅไป
ๆฌกไบไผๆฏ้กฟ
ๆ็
งๅฐ็ๅดๆ ็้ข็งฏ้ข่ฎกๅฝฑๅ็บฆ50ไธไบบ
ๆฏไนๅ็่ฎฐๅฝ้ซ25%ๅทฆๅณ
teapawt.org/cybercabspotter/statusโฆ
ไป่ฟไธชๆกๅญๅทฒ็ปๆไธบ็ปๅ
ธๆกไพๅไบซไบ
300ไบฟๅคธๅผ ไบ๏ผๆฏไธๆฏๆฑๅญไธ็ฅ้๏ผ็ฐๆ่ตไบง่ฟไธๅคไบค็จ็๏ผๅๅ ไธๆถๅๅไบ้จๅใ่ฟๅจ็พๅฝ็ไปๆไนๅฏ่ฝ้
ๅ
ๅจ่ฟ็ง้ซ้ๆฉๅฑ็้ถๆฎต
่ฟๅปไธๅญฃๅบฆ็ๆถๅ
ฅๅ
ถๅฎ้ฝๆฏๅ่ง้๏ผๆไนไธๅคง
run-rateๅๅข้ฟ้ๅบฆๆๆฏๅ
ณ้ฎ
๐๐ @TeslaLarry ran 20,000 simulations on Tesla's Robotaxi business. Here's how much revenue it could bring in by 2027 ๐
๐ด Bear Case: ~$350Mโจ๐ก Base Case: ~$900Mโจ๐ข Bull Case: ~$2.5B
๐ Odds of topping $500M: ~4 in 5
โจ๐ค Odds of topping $1B: a little under 50%
โจ๐ Quarterly revenue: ~$18M now โก๏ธ ~$540M by Q4 '27
โจ๐ Exit run rate: ~$3B/yr (bull: ~$11B)
โจ๐ฐ Profitable by Q3 '27, ~$300M profit in Q4 '27
โจ๐บ๏ธ Key drivers: fleet growth, new city approvals, customer-owned cars (~Q2 '27)
Inputs are his assumptions. He'll track vs. actuals quarterly ๐
Waymo่ฝ็ถๅจAustin็ๆดพๅไธๆๆกๅจ่ชๅทฑๆ้๏ผ่ๆฏๅจUber้ฃ้ใไฝๆฏๆ่งๅพ่ฟไธๆฏๅ
ณ้ฎใ
ๅพๅฟซ็นๆฏๆๅฐฑไผ่ฟๅ
ฅWaymo่ชๅทฑ่ฟ่ฅAPP็ๅๅธ๏ผๅนถไธ่ฏๆAustin็ๅงๆ
ไผ้ๆผ
In Austin, comparing @Robotaxi to @Waymo is like comparing apples to oranges. They are not the same.
Tesla owns and operates the Robotaxi network. In Austin, Waymo runs on @Uber's network, and Uber controls the app and the dispatch.
@gbrulte and @RobGsix analyze the comparison and what it means for both companies on Autonomy Signals presented by @KPMG.
OpenAI้ๅฐไบ้บป็ฆ
Q1โQ2 2026 ่ฅไธๅฉๆถฆ
OpenAI ไบๆๆฉๅคง๏ผ็ป่ฅไบๆ็บฆ $9.3B โ $12.3B
Anthropic็ฑไบ่ฝฌ็๏ผ็บฆ โ$1.67B โ +$0.974B
ๅๅธ้ๆไธไธชๆฐๅญๆฏ้็๏ผClaude Code็1B ไธๆฏ็ๅฉ๏ผๆฏ่ฅๆถ
>monday, october 26: anthropic drops their S-1 โ โ
>institutional investors open the filing and choke on their morning espresso:
>Q2 revenue: $11.6 billion
>Q2 operating profit: $974 million
>claude code printed $1B profit
>investors immediately open openaiโs pitch deck
>Q2 revenue: $6.7 billion (+18% lol)
>net losses deepened over same time period
>investoors: "Wait... why are we paying a $1.4T valuation for the unprofitable second-place company?"
>sovereign funds slam the wallet shut
>not interested in scam defaultman anymore
>$30 billion round stalls at just ~$11B
>$1.4T valuation target died on arrival
>altman is panic calling family offices and high networth individuals
>trying hard to raise upto $20B at $1.25Tโฆ
>before the music stops
THE EMPEROR HAS NO COMPUTE
AND NO REVENUE
ๆ็ฐๅจ็ๆ็ดขไปปๅก้ฝไบค็ปgrok botไบ
ๅผนๆ ่ๅ๏ผ็ฒพๅ็ๅพ
ๆฏๅฆๆจๅคฉ็ๅฐไธไธช่ๆข้ชจ็ๅฐๆฑฝ่ฝฆไบๆ
็่ง้ข๏ผๆๆณ่ตทๆฅไปฅๅไนๆฏ่ฟไธชๅ็ๆไธไธช็ฑปไผผ็ไบๆ
๏ผๆๅฐฑๅ่ฏbotๅธฎๆๅปๆพ๏ผๅนถไธไธ่ฝฝไธๆฅใๅ ็งๅ๏ผไปๅฐฑๆไปปๅกๅ
จๅๅฎไบใ็่ณๆๆถๅ๏ผไธไบๅคๆ็็่ง้ข๏ผไปไผๆๆ็
งๆ็่ฆๆฑ๏ผไธญๆๅญๅนไน็ปๆๅ ่ฟๅป
๐grok bot็ฎ็ดๅฏไปฅๆGoogleๆ็ดขๆๅจๅฐไธๆฉๆฆ
$340็ๆถๅ๏ผไฝ ็ดๆฅๆปกไปๆขญๅ่ฐทๆญใ
ๅฟๆณๅทด่ฒ็น่ฟ่ๅคด้ฝๅจ$300ไปฅไธ๏ผๆ$340ไนฐๅ
ฅ่ฝๆไปไน้ฎ้ข๏ผ
ๆฟไฝ๏ผไปทๅผๆ่ต๏ผ่ท่ฐทๆญๅไธ่พๅญ็่กไธ๏ผ
่ทๅฐ$280็ๆถๅ๏ผไฝ ๅผๅง็ ็ฉถ่ฐทๆญ็ๅบๆฌ้ขใ
่ถ็ ็ฉถ่ถไธๅฏนๅฒ๏ผๆ็ดขไธๅก่ฟๆฉ่ขซAIๅไปฃ๏ผ่ตๆฌๅผๆฏ่ถๆฅ่ถ้ซ๏ผ่ช็ฑ็ฐ้ๆตไนๅผๅงๆฟๅใ
ๆๅๅพๅบ็ป่ฎบ๏ผๅทด่ฒ็น่ฟ่ๅคดๆ็ถไธๆ็งๆ่ก๏ผ้พๆชๅฝๅนด้่ฟไบไบ้ฉฌ้ใ
ไบๆฏไฝ ๅจ$280ๆๆญๆธ
ไป๏ผๅๆถๆญขๆใ
่ฟๅ ๅคฉ็ปง็ปญ่ทๅฐไบ$270ใ$260๏ผไฝ ๅฟๆณๆ็ถๆคๅๆฒณๅทฒ็ปๆถๅคฑ๏ผ่ฟไผไธๅฎ็ๅญไบ๏ผ่ฟๅฅฝๆๆบๆบ่ท่ทฏไบ๐ใ
่ฟไบๅ ไธชๆ๏ผ็ไบไธ็ผ่ฐทๆญๅๆถจๅ$400ใ
ไฝ ้ๆฐ็ ็ฉถไบไธ้่ดขๆฅ๏ผๅ็ฐGeminiๅข้ฟ่ฟ
็๏ผไบไธๅกๆ็ปญ็ๅ๏ผAI่ตๆฌๅผๆฏๅๆฅๆฏๅจๆๅปบๆคๅๆฒณใ
ไบๆฏๅจ$400้ๆฐๆปกไปใ
