Easy Cheese Capital

@elonmusk rapid versioning?

Rapid evolution

@Ric_RTP could also be that waymo wants to be quiet and just make it really work. They know that the extra valuation at tesla will simply destroy morale for many of their engineer. (mo money mo problems)

This might be the most insane battle in tech history. And everyone's watching the wrong thing. Waymo just raised $15 billion at a $100 BILLION valuation. That's a 122% jump in 14 months. Meanwhile, Tesla started testing truly driverless robotaxis in Austin last week. But here's what nobody's saying out loud: This war was already decided. And Waymo won. The market just told us exactly how much real autonomy is worth versus promises. Tesla's entire $1.5 trillion valuation assumes robotaxis will generate trillions in revenue. Waymo's actual working robotaxis doing 450,000 weekly paid rides across five cities are worth $100 billion. That's the gap between fantasy and reality priced in real money. And it gets crazier when you look at what's actually happening on the ground. Waymo crossed 127 million fully autonomous miles. Zero humans in the car. Ever. They went from testing to fully autonomous in Dallas and Houston in six months. The "can't scale" argument just died in Texas. Meanwhile Tesla just removed the safety driver from 30 cars in Austin. After six months of supervised testing. With seven reported crashes to NHTSA. Elon claimed they'd have 500 robotaxis in Austin by end of 2025. They have 29. Deutsche Bank predicted 1,500 across Austin and San Francisco. But they're nowhere close. The real story isn't the numbers. It's the business model everyone missed. For years, Tesla bulls said Waymo's approach was too expensive to scale. Lidar costs tens of thousands. HD mapping takes forever. Remote monitoring eats margins. Tesla's vision-only system costs $400 per car. Waymo's sensor suite costs $12,700. Simple math says Tesla wins, right? Wrong. Because they're not selling the same product. Tesla is selling supervised driver assistance to consumers who pay $99/month and still have to watch the road. Waymo is selling fully autonomous rides to passengers who literally sleep in the back seat. Those are completely different businesses with completely different economics. And the market just valued the difference at $100 billion. Here's the part that destroys the Tesla narrative: Waymo's cost per vehicle is dropping faster than anyone predicted. Their 6th generation system coming in the new Zeekr van will cost under $20,000. Getting competitive with Tesla's hardware while maintaining full autonomy. Meanwhile Tesla's FSD has been "months away" from unsupervised operation for five years straight. The technical gap is widening and NOT closing. Waymo just launched freeway operations across San Francisco, Phoenix, and LA. They're expanding to 12 new U.S. cities in 2026 plus London and Tokyo. That's the opposite of "can't scale." Tesla can't even get a California permit to test without a safety driver. But wait, there's more... Waymo's safety data makes Tesla look reckless. 88% reduction in property damage claims compared to humans. 92% reduction in bodily injury claims. Those numbers come from Swiss Re, not Waymo's marketing team. Tesla's response? "Trust us, it's safer than humans." No comprehensive data. No third-party verification. Meanwhile actual insurance companies are pricing the difference. Everyone's debating cameras versus lidar. That's like arguing about gasoline versus diesel when one company has working cars and the other has prototypes. The real question is: who understood the path to market first? Waymo spent 15 years building a system that actually works. Incremental progress. Conservative timelines. Real safety validation. They're boring. They're slow. They're methodical. And they won. Tesla promised magic. Flashy demos. Aggressive timelines. Revolutionary technology. They're exciting. They're fast. They're bold. And they're stuck in supervised mode with 29 cars. Here's what happens next: Waymo takes this $15 billion and floods the market. 100,000 vehicles. At current utilization rates, that's 10% of the entire U.S. ride-hailing market. They become the default autonomous option in every major city by 2027. Tesla either admits FSD Supervised isn't ready for full autonomy, or they keep testing with 30 cars and hoping for a breakthrough. The market has spoken. Real autonomy with expensive sensors beats cheap cameras that need human supervision. Not because the technology is better. Because the business model actually works. You can't scale "almost autonomous." You scale fully autonomous or you stay a driver assistance feature forever. Waymo chose the hard path and won. Tesla chose the impossible path and got stuck. The $100 billion valuation is the market pricing that difference. This was never about who has better AI. It was about who understood the economics of autonomy first. And Waymo just proved they did.

@ElectrekCo @FredLambert C'mon now... that sort of story doesn't sell securities.

Tesla's Robotaxi project in Austin is much smaller than Musk claims electrek.co/2025/12/22/tes… by @fredlambert

@BradStanfieldMD how about jumping rope?

One in three people who break their hip will be dead within 1 year. After 10 years, only 8.5% will be alive, compared to 39.8% in the general population. (doi: 10.3389/fsurg.2024.1359648) This grim outcome reflects decades of silent bone loss that typically begins around age 40, when breakdown starts to outpace rebuilding (doi: 10.1177/1759720X11430858) About 200 million people already meet the definition of osteoporosis (doi: 10.7759/cureus.34644). In the United States, 27 percent of women and 6 percent of men over 65 are affected (doi: 10.1001/jama.2024.27154). Screening helps, but the most powerful—and free—intervention is exercise that loads the skeleton. Bones respond best to two kinds of load • External load: the jolt your leg absorbs when you land from a hop, skip, or sprint • Internal load: the pull created when muscle contracts during a lift, press, or row (doi: 10.1109/JTEHM.2019.2963189) And that means that running, jumping exercises, and resistance training are all critical. Bottom line: Start loading your bones today. Whether you are forty or seventy, every controlled landing and every effortful lift signals your body to reinforce your skeleton, making a future hip fracture far less likely.

@LNuzhna Umm.. zoom out. Check the societal IRR.

This resonates, but lets be real - pharma is a biotech with multiple shots on goal, and yet this is how they have been doing

@bryan_johnson It's VERY GOOD you are getting the word out on microplastics. They represent damage that seems to be impossible for the body to counteract. Even if we could halt and reverse all natural aging, this seems like it would still be a barrier to extra long life.

Glass had 5 – 50× higher plastic than plastic or cans The French tested water, soda, beer, iced tea, lemonade, and wine sold nationwide and found that glass-bottled beverages carried far more plastic shrapnel than plastic bottles or cans. 🧵

@Rainmaker1973 apologize

The first thing you'd do

@davidasinclair @harvardmed out of work scientists might consider banding together to use AI to create software that REPLACES GOVERNMENT. I mean not the decision process, but the admin. So we fight back. instead of cutting science, just get rid of the government admin. Waaaay easier application of AI.

Our lab's funding was terminated—here’s how that compares to the amount of all terminated research at @harvardmed nytimes.com/interactive/20…

@RichardDawkins US is toast

Ladies and Gentlemen, the President of the United States:

@nope_its_lily i'm the proud owner of formvoltron.com btw. :D

@nope_its_lily wow i thought voltron was lost to time. nice one Lily!

@MarcosArrut hope so!

Cellular reprogramming will be the technology of this century. That's all.

@jpsenescence In software, you a change can be "idempotent". Could such a precise patch exist in genetics? Something that overwrites at a certain location and gets it right nearly 100% of the time. if so, create enough to overwrite the entire genome over time. repeat for epigenome...

Impressive work showing that "many functionally young-like clones persist in old age". This again illustrates how ageing is a very heterogeneous process where, due to (epi)mutations, you end up with mosaics of cells that are a mix of functional and nonfunctional cells.

@agingdoc1 It's ok with me, as long as we can extend life to 1e22 or something like that years, i'll be ok with the shorter universe lifespan.

The universe will perish much sooner than we thought Yes, it’s my feel good post of the day. 😔Hang in there buckaroos 🫂 newsbytesapp.com/news/science/u…

@nope_its_lily lots of people with personality disorders out there

@mike_lustgarten changes when you exercise?

"later exercise timing and higher exercise strain are associated with delayed sleep onset, shorter sleep duration, lower sleep quality, higher nocturnal RHR, and lower nocturnal HRV." Dose-response relationship between evening exercise and sleep nature.com/articles/s4146…

@OverlookedAlpha just gotta let them drop 47% and then they can go back up 88%

I could be wrong but... Trump's language here is even more crass than usual. Suggests to me that he is starting to feel the pressure.

@StealthQE4 or this time did markets move ahead of credit markets? Could it be that options markets knew about the tariffs ahead of public information?

The 10 year yield is soaring. About to touch 4.5%. Did someone blow up? Here is your credit event. 🧨

@orrdavid would an llm do better?

In 2021 the fed continued QE for months after AMC became a meme stock worth tens of billions. Today, the fed is continuing QT right now. How did we get such incompetent leaders in the west? It's a genuine question. Something is wrong.

@StealthQE4 definitely not trump's hedge fund buddies with their massive put positions put on ahead of the tariff announcements, right?

How many others are thinking the same?