A weekly read on AI, Tesla, and the companies shaping what comes next. No hype, just clear thinking.
Tesla's Cybercab Hits Public Roads: Accelerating Toward an Autonomous Revolution
The Cybercab hit public roads in California while GM lays off thousands. I think the gap between Tesla and everyone else in autonomous mobility just got a lot wider.
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Democrats Mend Fences with Elon Musk: A Turning Point for Tech Innovation
Democrats now admit sidelining Musk on EVs was a mistake. I think the real story is what bipartisan cover does for Tesla, SpaceX, and the whole autonomy timeline.
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Tesla's Cybercab Pivot: Unlocking Mass-Market Autonomy
Adding a steering wheel to the Cybercab sounds like a retreat. I think it's the move that turns Tesla's autonomy bet into an affordable EV people can actually buy in 2026.
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Tesla's Robotaxi Revolution: Accelerating Autonomy in Austin and Beyond
Tesla's robotaxi coverage in Austin jumped from a tiny South zone to 80% of the city in four months. But I think the real revenue comes from selling cheap autonomous cars, not running fleets.
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The Robot Revolution Is Here
Robots at $3 an hour and $20-50K a unit. I think the humanoid robots economy reshapes labor before the decade ends - and the transition is going to be messy.
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Tesla’s Self-Driving Breakthrough: Conquering Manhattan’s Chaos
Tesla FSD Version 14 drove two hours through Manhattan and handled cabs, cones, and emergency vehicles like a local. Here's what that means for robotaxis - and where it still falls short.
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Tesla's AI Revolution: Betting Big on Autonomy and Abundance
Unsupervised FSD, robotaxis, Optimus, and a 40x chip. I walk through Tesla's real world AI bet and where the strategy holds up or breaks.
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The AI Revolution Behind Self-Driving Cars: Tesla’s End-to-End Breakthroughs
Tesla ripped out the modular self-driving stack and replaced it with one big net that goes from camera to steering. Here's how end-to-end neural networks work, and why they scale to robots.
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Tesla’s Q3 Triumph: Record-Breaking Growth and a Glimpse into an AI-Powered Future
Record deliveries, $41.6B in cash, FSD v14 running intervention-free in cities. I break down Tesla's Q3 2025 earnings and what the AI bets actually mean.
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Tesla’s Autonomous Revolution: Redefining Travel with Next-Gen Vehicles
When a car drives itself, the interior becomes a blank canvas. I think Tesla's autonomous vehicles turn the Semi and Robo Van into RVs, party buses, and real independence for people who can't drive.
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Why Tesla Might Build a Cybercab with a Steering Wheel After All
A driverless Cybercab is capped at 2,500 units a year in the U.S. So I think Tesla builds a Cybercab with a steering wheel to keep that unboxed line running.
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ChatGPT’s New Trick: Ordering Your Groceries with a Click
ChatGPT AI agents will now calculate ingredients, sort your list by aisle, and load up your cart. Handy, yes. But handing over browser access to your logged-in accounts is a trade I'd think about first.
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