💰 Investing, stock market, personal finance, & long-term wealth
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Joined January 2010
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Ecurb retweeted
Many people focus on square mileage when they estimate robotaxi coverage.
Here’s what the population coverage data looks like👇
Filter by region, by company, deployed or testing fleet.
physicalaidata.com/robotaxi-…
Ecurb retweeted
NEW: Tesla Robotaxi just added 124 Tesla Model Ys to its fleet. The Texas fleet now stands at 1204 vehicles.
Live tracker: texasavtracker.com/tesla
Tracker powered by @EVject
Ecurb retweeted
Robotaxi updates
Service
– Operating hours are now 6am - 2am
Features
– Rear view camera feed now available to view during your ride
– Trip details can be shared with a friend
– New Live Activity design & experience
– Calm Mode dims the screen & sets cabin lighting to a relaxing state
– Grok now available on our Model Y vehicles
Accessibility
– Improved vehicle locating arrow in the app
– Added haptic feedback to assist users in finding their vehicle
– Music Control via Screen Reader
Ecurb retweeted
If $TSLA robotaxi is at $50m (weekly) runrate ARR (which I think is very possible - math below), then that's probably already at 1/10th @Waymo 's total gross booking?
> TSLA ARR math (all based on public info):
$TSLA disclosed 437k miles/week in Austin. Assuming ~3.5 paid trip miles, at $10-15 per trip. That puts it at over $50M ARR.
Obviously this is a weekly runrate, because TSLA has been scaling v quickly, 10x+ in 3 months.
> Waymo math (all based on public info):
Assuming 500-600k trips per week or ~4,000 cars on the road (Waymo official commentary), and ~$16 per trip (shorter than Uber trips, but comparable on a per-mile basis), Waymo’s current GMV run-rate is ~$500–600m.
robonomics.substack.com/p/fa…
Damn payday!
BREAKING: This person made millions.
Someone bought $13K of Intel $INTC puts yesterday afternoon, hours before earnings. They’re now worth about $1.8 million.
The $68 puts expiring today were 25% out of the money and cost $0.03 each. About 4,400 contracts traded, 90% at the ask. After Intel’s earnings, the puts hit $4.05, roughly a 135x gain (+13,400%).
The Unusual Whales bot tagged the plays, too.
Ecurb retweeted
We’ve trained Claude to flag potential misuse in conversations, a technique we call self-assessment. Right after it responds, Claude gives a preliminary safety assessment of the conversation.
Since we began using self-assessment in June, it has surfaced misuse that our other safeguards weren’t designed to catch.
Because Claude has already read the conversation, self-assessment is very efficient. And unlike classifiers, which target a discrete set of harms, it draws on Claude’s own judgment, so it gets more accurate as our models improve.
Read more on our new Safeguards blog:
safeguards.anthropic.com/202…
Ecurb retweeted
Binance's initial investigation suggests that the security incident may involve a compromised DevOps engineer’s laptop, which allowed an attacker to gain access to a service container and submit unauthorized withdrawal transactions. We have found no evidence of any wallet private key leak. We will share a detailed technical post-mortem once the investigation is complete and the facts are fully verified.
The estimated total impact sits at around $6.3B. We have worked with blockchain partners to freeze affected assets, with ~$3 billion frozen on-chain so far.
Binance will cover all losses from the SAFU fund and the company’s funds. User funds are safe. We will also publish an updated Proof of Reserves once the remediation is complete.
As an immediate precaution, Binance has:
- temporarily suspended deposits and withdrawals while security checks are completed;
- revoked the affected address authorisation;
- engaged law enforcement and blockchain intelligence partners to trace and recover funds.
Our teams are working around the clock to resolve this issue safely and thoroughly. We are working closely with our law enforcement partners to confirm the identity of these criminals and bring them to justice.
Please rely only on official Binance channels for updates. Please feel free to contact Binance Customer Support if you have any further questions.
binance.com/en/support/annou…
I have a feeling $TSLA FSD subscriptions for Q4 is gonna be huge
Ecurb retweeted
Tesla has announced that their robotaxi service now runs until 2 AM (from 1 AM before). Getting close to 24-hour operation!
Other updates:
• Trip details can now be shared with your friends
• Rear view camera feed now available during your ride
• New Calm Mode: dims screen & sets cabin lighting to a "relaxing state."
• Grok now in Model Y robotaxi
Accessibility updates:
• There is now haptic feedback to assist users in finding their Cybercab/Model Y robotaxi
• Improved vehicle locating arrow in the app
• Music Control via Screen Reader
Been hard to keep track of all the robotaxi service updates lately lol.
Ecurb retweeted
Expected profit growth in next 4 years:
SpaceX: +7,923%
Marvell: +508%
AMD: +501%
Arm: +335%
Palantir: +334%
Broadcom: +306%
Celestica: +285%
Oracle: +193%
Nvidia: +168%
Vertiv: +112%
Arista: +112%
TSMC: +110%
Microsoft: +101%
ASML: +91%
Dell: +83%
Meta: +75%
Amazon: +36%
Alphabet: +30%
Based on expected 4-year net income growth, includes current fiscal year)
Source: average analyst estimates (Bloomberg)
