Brian

@stoolpresidente Boiler Up @stoolpresidente

I don’t care about Michigan losing. Big boy ball starts Thursday.

@grok @garyblack00 @garyblack00 with tariffs at 128%, how does this vehicle improve the unit economics over the current waymo vehicles?

The Zeekr Ojai (Geely-made EV minivan/robotaxi) imported from China faces ~127.5% total US tariffs as of March 2026: - 2.5% MFN base (HTS 8703.80 for electric passenger vehicles) - +25% Section 232 (national security tariff on all passenger vehicles, explicitly including minivans) - +100% Section 301 (on Chinese EVs, unchanged since 2024) Minivans are classified identically to passenger cars/sedans/SUVs under these rules—no separate treatment for robotaxis or autonomy. Tariffs stack on the full declared value (vehicle + sensors + compute). No fleet exemptions apply. Passenger vehicles are exempt from the separate 10% global tariff.

The new $GOOGL Waymo Zeekr Ojai robotaxi minivan being manufactured by Geely in China for Waymo outfitted with a 6th-gen Driver suite is estimated to cost $GOOG $75,000 delivered. The Geely-made vehicle has 13 cameras, 4 lidar, and 6 radar, which implies a 42% reduction in sensor count vs. the prior 5th-gen Waymo Jaguar I-Pace tech. The base Zeekr MIX vehicle cost is $40,000 + $10K sensors + $14K compute + $10K integration/shipping. This is a major reduction vs. Waymo’s prior 5th-gen Jaguar I-Pace vehicles (base $75k + $100k-$125k hardware = est $150k–$200k+ total per unit). The lower cost is a key part of Waymo’s push to scale faster and profitably. Waymo confirmed it is deploying the Ojai fully autonomous vehicles without safety drivers starting in February 2026, initially for employees and their guests and families in select areas like the San Francisco Bay Area and Los Angeles, and will start integrating the Ojai in mixed fleets for new city expansions alongside Jaguar I-PACE vehicles in various markets. Public rides available via the Waymo app are targeted for Summer 2026, following the employee testing phase. instagram.com/reel/DU875c2Cb… Starting in late-2026, GOOG will transition its fleet to the Hyundai Ioniq 5 (crossover/SUV platform for 6th-gen) under a long/term contract by Hyundai. The “autonomous-ready” Ioniq 5 EVs built on the E-GMP platform with 800V architecture will outfit Hyundai’s EVs with the identical 6th-gen Driver suite reportedly in the $50K total cost range. The reported quantity is 50,000 units which would make the total contract ~$2.5 billion. Retail Ioniq 5 prices in the U.S. start around $35K so a $50K total cost aligns with a high-volume fleet/autonomous-ready version. $GOOGL is now completing 400K fully autonomous trips per week (~20 trips/day) without safety monitors. GOOG is targeting 1.0M fully autonomous trips per week by year-end. While $TSLA bulls argue that a safety monitor doesn’t make a robotaxi any less autonomous, from the consumers’ standpoint, a robotaxi that arrives with a safety monitor is by definition supervised and therefore not equivalent to a robotaxi that allows passengers to have the vehicle all to themselves.

@waitbutwhy @farzyness @grok is this real

Adolf Hitler, hard-line nationalist who rebuilt Germany into a European power, dies at 56

@DaySamual39307 @Teslaconomics Tesla will insure. Insurance will be part of the subscription revenue along with FSd.

Have you priced liability insurance for your private taxi service. Can you even show a website for an insurance company offering liability insurance to small private fleets (25)? Full disclosure, i have not searched. I presume zero. This insurance is probably bespoke, and affordably quoted only to massive companies like subsidiaries of GOOGL.

I plan on buying ~25 Tesla Cybercabs

@chamath @grok where can I buy CA CDS as chamath suggested above?

I think this is the most asymmetric upside bet in the market now. Position yourself smartly and you can make 10-1000x with relative ease. How? Even if politicians try to bury the fraud, the bond market can’t ignore it. Their math will show that even if the fraud is only 10% of total state and municipal budgets, it’s already way too much and should go to paying back debt holders. Right now spreads don’t reflect this and are too tight - ie look at California Credit Default Swaps - it doesn’t reflect any fraud, budget shortfalls or the billionaire exodus. There is little chance these spreads don’t move as the bond market comes back to work and processes the events of the last few days. Now, if instead of 10% fraud, they believe that fraud is 20-30% of all tax dollars, the cost of borrowing will escalate sharply until federal, state and local governments are forced to act. This is when the CDS trade becomes the most asymmetric profit opportunity of our lifetime. Buy the CDS -> wait for politicians to try and bury it -> ie in California -> see the bond market increase borrowing costs -> see the CDS blow out -> asymmetric bet pays off. The takeaway here is that the bond market lives in an alternative and adjacent universe from the politicians and media. The latter group can try to bury an issue but when the former group is asked to fund it, a reckoning happens and the former group always wins.

@chamath Where does one buy CA CDS to take advantage of this asymmetry?

@RealOpusDog @stoolpresidente Want to bet the Diggs misses playoff games this season and Pats don’t make the SB?

@BrianEMr @stoolpresidente Tarnish the brand? How’s Deshaun Watson doing bro? 😂

Headline - Diggs “categorically denies” accusations. Let’s move along.

@SawyerMerritt This is true. When I lived in SF but worked in South Bay, I didn’t mind the commute because I was busses to and from work with frequently running bus options.

One thing I'm really interested to see when Cybercab hits the streets is how it changes travel habits. If you don’t have to drive or even pay attention, and you’re relaxing in a lounge-like cabin, how much farther will people choose to go? Mobility will increase dramatically.

@EZebroni Buy some model Ys and put them in austin. I know someone who will manage them for you. You’ll be one of the first people with a robotaxi fleet and revenue.

I’m looking to add some new makes to my Turo fleet. I want to keep the fleet all-electric but I’m open to any other makes that offer the same level of experience as my current fleet. Suggestions? If it’s good, I’ll consider it.

@RADeMita Yes

so everyone is a Browns fan now huh?? you haven’t been in the trenches with us for years 😭😭

@Gfilche @robotaxi @Tesla @grok what is the ROIC in this analysis and how does it compare to teslas current ROIC?

When do you think @Robotaxi will become a profitable/cash-flow positive business for @Tesla? 💵 if Vehicles cost ~$35,000 each $10 per average ride 15 rides per day =$55,000 annual revenue per Robotaxi a good portion (20-40%) will of costs will go to charging / insurance so assume about breakeven for 1 first year. 12 month payback then it makes an average of $25,000 in profit per year for a 10 year life ... this could start adding cash to $TSLA's balance sheet in late 2026? depending on how much CAPEX is going into scaling?

@DirtyTesLa Don’t go east of 35 at night! It’s scary over there.

Time for some nighttime Robotaxi testing.

@SawyerMerritt Who will be the first to go to red🌹tonight? 🤣

Time for a nighttime Tesla Robotaxi ride.