
CyberHumAI
237 posts

CyberHumAI
@CyberHumAI
Fascinated by AI, Cybercabs, and humanoid bots. Exploring the future of tech, one innovation at a time🤖
Joined Ekim 2024
288 Following72 Followers
Pinned Tweet

@Mattlinn01 Never mind — I just received a call from the Regional Sales Manager. He apologized for the confusion and confirmed that I’m still on track for June 2026. Super nice guy! Thanks for clarification @Tesla
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@CyberHumAI @DennisCW_ I had a Tesla representative feed me false information through text so I highly doubt now that every representative is equipped to give accurate information.
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@darewecan @DennisCW_ Never mind — I just received a call from the Regional Sales Manager. He apologized for the confusion and confirmed that I’m still on track for June 2026. Super nice guy! Thanks for clarification @Tesla
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@CyberHumAI @DennisCW_ Such a Tesla sales rep type response- curt without any finesse to show the customer is important. Not all Tesla sales reps are this way but when you get one, it’s such a disservice to the company.
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@Mattlinn01 Never mind — I just received a call from the Regional Sales Manager. He apologized for the confusion and confirmed that I’m still on track for June 2026. Super nice guy! Thanks for clarification @Tesla
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It’s as if Tesla has lost interest in selling cars.
For a company that prides itself on the direct-to-consumer model, purchasing a car from them recently has been incredibly confusing for customers.
CyberHumAI@CyberHumAI
@DennisCW_ This what my sales rep said. Apparently all AWD CT pushed back to 2027. Can anyone verify this?
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@DennisCW_ Never mind — I just received a call from the Regional Sales Manager. He apologized for the confusion and confirmed that I’m still on track for June 2026. Super nice guy! Thanks for clarification @Tesla
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@DennisCW_ This what my sales rep said. Apparently all AWD CT pushed back to 2027. Can anyone verify this?

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@theHODLcurator @DennisCW_ Yeah. My order was for 60k base trim. I’d consider upgrading if they offered 0% financing for premium AWD.
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@CyberHumAI @DennisCW_ Only base trim right? Not Premium AWD orders?
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That is interesting. Can anyone confirm?
CyberHumAI@CyberHumAI
@DennisCW_ This what my sales rep said. Apparently all AWD CT pushed back to 2027. Can anyone verify this?
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@elonmusk @Tesla Hey Elon, as a huge fan with an early $60K AWD Cybertruck reservation, I’d love to upgrade to the premium version for an extra $10K to get it sooner—win-win for faster delivery and more revenue! Pretty please? 🚀 #Cybertruck #Tesla
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CyberHumAI retweeted

BREAKING: Tesla has officially started FSD Unsupervised Robotaxi rides for the general public in Austin with no safety monitors in the car, marking a historic milestone for the company.
Congrats @Tesla team!
TSLA99T@Tsla99T
I am in a robotaxi without safety monitor
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@farzyness Lemonade has the worst customer service experience. It takes hours, sometimes even days, to reach a representative. They also denied my renewal after my first claim. As a customer, I wouldn’t invest in this company.
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Shifting 50% of IRA holdings from $TSLA to $LMND.
Still overwhelmingly in $TSLA, but this is the first time in a long time where my stock portfolio is no longer 1 stock.
I now believe there's a massive misunderstanding of Lemonade's long-term potential after spending a fair bit of time re-engaging my research of the company.
In the age of AI, companies that are AI-first - like Lemonade and Tesla - stand to win outsized market share.
The insurance market is very reminiscent to me of the Legacy Auto market. Slow, bloated, old-school. Legacy. Lemonade is the disruptor in this space.
They are extremely lean relative to the other players, and the leaders of the company are tech-first. In the age of AI, tech-first leaders will experience outsized wins vs those that aren't tech-first.
Given that AI is undoubtedly reaching AGI, an AGI running an insurance company will be orders of magnitude more efficient than a legacy insurance company. Legacy insurance companies will be slow to adopt this inevitable outcome become of politics, preservationism, and lack of technical knowledge.
The insurance market is about $5 trillion per year globally as of 2025. Lemonade is a $6 billion company. The largest insurance company in the world is $300 billion market cap in United Health Care. The next two are about $150 billion.
An AI-first company will have a much easier time diversifying its insurance portfolio over time, as the core function of an insurance company is to cover the risk of something going wrong, and the thing you have to solve for is if that thing going wrong was legit, and if it's legit, you give people the money you promised them based on what they are paying in.
You make money by being really good at figuring out the likelihood of things going wrong + charging the fairest rate possible for those that want to cover themselves from things going wrong.
An AI is going to be so much better at this than a human, or group of humans, building the actuarial tables and models from scratch - even with the help of algorithms.
AIs will be much better at solving these difficult problems from first principles, and their ability to analyze multiple data points that would contribute to better outcomes for the company will be orders of magnitude better.
Humans are limited by their brains. AI is limited by compute. Compute is quasi-infinite. Human brains that can do actuarial science at a high level is very limited.
Not only that, but because Lemonade is starting with this premise, it implies that its operational leverage - its ability to keep costs the same while they ramp the business - should give them extremely strong earnings potential.
And as AI gets better and better, Lemonade will have an easier time expanding in a growing economy due to AI vs the incumbents.
Therefore a $6 billion valuation for Lemonade feels extremely low vs its long term potential, and given that they survived the shit show that was COVID from an insurance perspective, they are equipped with invaluable experience & proof that the company is extremely solid and extremely resilient.
I'm planning on holding my Lemonade stock until 2030 at the earliest.
NFA.
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@pdicarlotrader Bro how you feel about $AMZN? Would appreciate your thoughts!
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@ericjackson Hey man! Appreciate all that you do for $OPEN Army. Not to take attention away from $OPEN, but can you share your thoughts on $FUBO?
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CyberHumAI retweeted

Yes, he’s 100% right.
WHY?
The Biggest Undisrupted Market Is Ready
Real estate is a $1.6 trillion annual market in the U.S. — bigger than autos and food combined — yet less than 1% of transactions are digital.
While Amazon transformed retail (14% online) and Uber reshaped transportation (4% online), residential real estate remains the last massive frontier.
The Money Is There
U.S. households hold $18.4 trillion in cash — more than the entire S&P 500’s trailing sales — waiting for smart, efficient, and trusted ways to be deployed.
$OPEN has the platform, brand, and partnerships to lead this transformation — unlocking speed, certainty, and trust in the single largest financial decision most people ever make.
The next $AMZN, $UBER and $CVNA … but for the $1.6T housing market.
This is the opportunity @rabois, @ericjackson, @adambain, @ericwu01 and @justindross can MAKE a reality



Keith Rabois@rabois
@ChefJasonPer @yang_guo @ericjackson he is correct that OD should be worth at least as much as Carvana. work backwards from there.
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