DaddyClax

I've been visiting robot companies, and talking with many others even in China. I don't see any competition coming for Tesla. Why not? 1. Brand. 2. Distribution (Robotaxi). 3. Manufacturing leadership. 4. Built in customer base. Tesla factories and SpaceX. 5. Elon. 6. Tesla's AI leadership. 7. Tesla's 10,000+ Fremont workers who are willing to train the robot even though it might someday cost them their jobs. (No other traditional automaker can do that). Do you?

Tesla's FSD: 5.3 million miles between accidents. US driving average: 660,000.  That's 9x safer. And it's only getting better.

@SciTechera @grok Given the low (and dropping) cost of solar and wind + battery storage, does hydrogen power for cars make any financial sense anymore?

A French startup NamX reveals hydrogen SUV that refuels in 5 seconds and drives 800 km It uses a modular system with removable hydrogen capsules that can be swapped in about 5 seconds. The company claims up to 800 km range, with production planned for 2026-27 and pricing between €60K–€95K.

@TechEquityEng For all of Uber's success, that network only represents something like 1% or less of all car miles driven. It's a tiny part of Tesla's addressable market, which is all car owners, period. Tesla will be a much cheaper alternative for everyone.

The common bear case is that $TSLA's own app will kill Uber (this is coming from me, as a shareholder of Tesla as well). But look at the math: In 2026, Uber already has 200M+ active users and 20+ world-class AV partners. Tesla is building a moat with their own software and hardware, and I believe they will do well in the long term. Uber however, is building a moat with distribution and a decade+ of global routing data. In a commodity war, the network usually wins. 🏰

$UBER didn’t build the robotaxi. They partnered with everyone who did. By doing so, they are now enabling the world’s largest autonomous army. 🤖📈 While competitors burn billions on vertically integrated hardware, Uber is the Global Operating System for the autonomous era. In 2026, the strategy is undeniable: Uber provides the customers and the orchestration; the partners provide the hardware. This global roster shows why Uber remains the dominant platform for mobility: 🇺🇸 The Western Alliance:• Waymo (Google): Scaling across Austin and Atlanta. • Zoox (Amazon): Just joined. Hitting Vegas this summer, LA next. • Motional: Commercial service officially live in Las Vegas. • Waabi: 25,000+ "Physical AI" vehicles committed to the platform. 🇨🇳 The Chinese Giants (Global Expansion): • Apollo Go (Baidu): Expanding into Dubai and London via Uber. • WeRide: Deploying across the Middle East. Aiming for 15+ cities with Uber. • Pony.ai: Massive Middle East rollout integrated with Uber. 🇬🇧 The European Edge: • Wayve: Tokyo pilot launching now; London incoming for later in 2026. Nissan joined as a partner. Uber isn’t a taxi company anymore. It’s the Global Distribution Layer. 🌎 Hardware is increasingly becoming cheaper. Self-driving software is becoming a commodity with the help of advanced world simulations. Network effects and a decade+ collection of global routing data are the only real moat. $UBER is at the center of the AV movement. 🛡️ If you still can't see the path to a $1T valuation, you aren't paying attention. #AutonomousVehicles #AI

@PARobert @TeslaBoomerMama Maybe if it's more of a holding company like Alphabet and the businesses/subsidiaries stay operationally separate, they could be walled off from such concerns.

@TeslaBoomerMama I don't see how Tesla and SpaceX can merge because of basically one thing. Tesla's dependance on China and SpaceX deepening connection to the US Government thru Contracts for Space and Military.

@JoshKale Well, they don't own all of it. They're relying on some key partners, including Tesla (which they may own soon).

Quiet part loud: SpaceX now owns every layer of the stack needed to be a global cellular carrier. And now has a plan to beam it direct to your cell phone. Starlink Mobile v2 sits on top of: - The rockets (Starship) - The satellites (15,000 approved) - The spectrum ($17B from EchoStar) - The chipset partnerships (Qualcomm, MediaTek) - Carrier deals across 32 countries on six continents They're currently partnering with T-Mobile and a dozen more carriers serving as invisible infrastructure underneath. But Elon has publicly talked about competing directly with carriers. Just last week they laid out their plan launch 1,200 satellites in six months starting mid 2027 50 per Starship. Each satellite carrying antennas five times larger than the current fleet. Hundred-foot solar arrays. Custom SpaceX silicon. 20 times the throughput of what's in orbit today. 100x data density of V1 The result: 150 Mbps download speeds beamed directly from low Earth orbit to the phone in your pocket anywhere on earth 70% of the planet has no service. Starlink will make that 0% and now every carrier in the world is forced to partner with the company that could eventually replace them

@CernBasher @kipphoward Absolutely. And then there will come a time when all you need is the land; a team of Optimus robots can handle the build and the ongoing service.

@kipphoward Business opportunity: Cybercab storage (and charging & cleaning) centers

I really like this analysis. I'd like to buy more than one cybercab when ready but only have room for one in my driveway. Maybe there is a business opportunity to store cybercabs in local areas and charge a bit of rent for those using it for storage/charging/cleaning

🚨 Stanford just analyzed the privacy policies of the six biggest AI companies in America. Amazon. Anthropic. Google. Meta. Microsoft. OpenAI. All six use your conversations to train their models. By default. Without meaningfully asking. Here's what the paper actually found. The researchers at Stanford HAI examined 28 privacy documents across these six companies not just the main privacy policy, but every linked subpolicy, FAQ, and guidance page accessible from the chat interfaces. They evaluated all of them against the California Consumer Privacy Act, the most comprehensive privacy law in the United States. The results are worse than you think. Every single company collects your chat data and feeds it back into model training by default. Some retain your conversations indefinitely. There is no expiration. No auto-delete. Your data just sits there, forever, feeding future versions of the model. Some of these companies let human employees read your chat transcripts as part of the training process. Not anonymized summaries. Your actual conversations. But here's where it gets genuinely dangerous. For companies like Google, Meta, Microsoft, and Amazon companies that also run search engines, social media platforms, e-commerce sites, and cloud services your AI conversations don't stay inside the chatbot. They get merged with everything else those companies already know about you. Your search history. Your purchase data. Your social media activity. Your uploaded files. The researchers describe a realistic scenario that should make you pause: You ask an AI chatbot for heart-healthy dinner recipes. The model infers you may have a cardiovascular condition. That classification flows through the company's broader ecosystem. You start seeing ads for medications. The information reaches insurance databases. The effects compound over time. You shared a dinner question. The system built a health profile. It gets worse when you look at children's data. Four of the six companies appear to include children's chat data in their model training. Google announced it would train on teenager data with opt-in consent. Anthropic says it doesn't collect children's data but doesn't verify ages. Microsoft says it collects data from users under 18 but claims not to use it for training. Children cannot legally consent to this. Most parents don't know it's happening. The opt-out mechanisms are a maze. Some companies offer opt-outs. Some don't. The ones that do bury the option deep inside settings pages that most users will never find. The privacy policies themselves are written in dense legal language that researchers people whose job is reading these documents found difficult to interpret. And here's the structural problem nobody is addressing. There is no comprehensive federal privacy law in the United States governing how AI companies handle chat data. The patchwork of state laws leaves massive gaps. The researchers specifically call for three things: mandatory federal regulation, affirmative opt-in (not opt-out) for model training, and automatic filtering of personal information from chat inputs before they ever reach a training pipeline. None of those exist today. The uncomfortable truth is this: every time you type something into ChatGPT, Gemini, Claude, Meta AI, Copilot, or Alexa, you are contributing to a training dataset. Your medical questions. Your relationship problems. Your financial details. Your uploaded documents. You are not the customer. You are the curriculum. And the companies doing this have made it as hard as possible for you to stop.

@APompliano @cfosilvia Yes on the commodities and any sustained impacts if this draws out for awhile. However, events these days often seem to be priced in beforehand if the likely direction is foreseeable.

I built an AI tool to predict what happens in financial markets after the US bombed Iran. This is what @cfosilvia told me will likely occur: - Crude oil will go sharply higher - US equities will go sharply lower - Gold sharply higher - US Treasuries get higher prices, lower yields - US dollar will go higher - Bitcoin & crypto will go lower - International equities go lower but divergent - Real estate has negative pressure - Industrial commodities have mixed reaction (you can ask her to analyze the impact on your portfolio: cfosilvia.com) Silvia also outlined the critical variables to watch over the next few weeks. 👉 The next 72 hours will determine whether this is a 2-week event or a multi-month regime change in markets. 👉 Strait of Hormuz — If Iran attempts to close or mine it, every commodity in the world reprices violently upward. This is the single most important variable. 👉 Escalation vs. Containment — Does Iran's retaliation remain proportional (missiles at bases), or does it attack oil infrastructure in Saudi Arabia, UAE, or Kuwait? The Iran-backed Houthis have already threatened renewed Red Sea strikes. 👉 Russia and China's response — Russia has called Trump's actions hypocritical. China is Iran's largest oil buyer. Any coordinated response would escalate this beyond a regional conflict. 👉 Speed of resolution — In June 2025, the Israel-Iran exchange resulted in a ceasefire within 11 days. Markets recovered quickly. If this follows that playbook, the selloff is a buying opportunity. If Trump's "regime change" rhetoric means a sustained campaign, we are in a fundamentally different macro environment. 👉 Fed reaction function — The Fed cannot cut rates into an oil shock. If inflation expectations reprice higher, the "higher for longer" narrative returns with a vengeance. Try Silvia for free: cfosilvia.com

@ErikVoorhees Venice is awesome to use. Keep up the good work!

Venice API users

Kids, We’re making @family smaller today. Here’s my note to the household. Today we’re making one of the hardest parenting decisions in the history of this family: we’re reducing our organization from five dependents down to just two. That means three of you are being asked to… uh… find new lodging arrangements, effective immediately. I’ll be straight about what’s happening, why, and what it means for everyone. First off, if you’re one of the ones affected, you’ll receive: - 20 more weeks of allowance (plus 1 week per year you’ve been here being adorable) - Your leftover Fortnite V-Bucks vested through the end of May - 6 months of dental still covered (braces aren’t cheap, we’re not monsters) - Your iPad and the good charger - And $47 in crumpled singles from the junk drawer to help with the transition (if you’re moving in with Grandma the number might vary slightly based on local coupon policies). Everyone will be notified today — whether you’re being asked to pack, entering “consultation with your mother,” or (congratulations) asked to stay. We’re not doing this because the family is in trouble. Grocery bill is still growing. We continue to serve more and more chicken nuggets. Tantrums per capita are actually improving. Profitability (i.e. sanity) is trending upward. But something has changed. We’ve started noticing that the two remaining kids, paired with dramatically smaller and flatter parenting teams (basically just me and Mom and zero middle managers), are enabling a new way of working. We can now cross the living room without stepping on Lego, charge our phones without a 17-device daisy chain, and — get this — finish a single conversation without someone screaming “HE TOUCHED MY TOY!!” That acceleration is real, and it’s happening fast. I had two options: 1. Slowly phase you out over the next 8–12 years with increasing levels of “maybe you should get your own place” hints, or 2. Be honest about where we are and act decisively now. I chose the latter. Repeated gentle “reductions in force” are brutal for morale, destroy focus. I’d rather take one hard, clear, awkward family meeting now and rebuild from a lean, high-trust core. A smaller family carries risk. We did a full review of roles. We pressure-tested who we actually need to reliably grow this household. I accept we may have gotten some of these calls wrong (looking at you, middle child). We’ve built in flexibility — there’s always the garage couch if we need to course-correct. We’re not just gonna delete you from the family group chat and pretend you were never here. The chat stays open through Thursday night so everyone can post their goodbyes, share their best “remember when Dad tried to fix the toilet and flooded the basement” memories, whatever. I’ll also be hosting a live sob-fest in the living room at 7:15 pm Eastern. I know it might feel weird. I’d rather it feel weird and human than efficient and cold. To the three of you leaving… I’m grateful for you. I’m sorry to put you through this. You literally built what this family is today — mostly by breaking things and then blaming each other. That’s a fact I’ll honor forever. You will be an absolute legend at whatever Airbnb host or college roommate situation you land in next. To the two of you staying… I made this call, and I’ll own it. What I’m asking is simple: build with me. We’re going to run this house with efficiency at the core of everything. How we load the dishwasher. How we ration screen time. How we pretend we’re going to eat the leftovers. Our remaining customers (aka your mother) will feel this shift too, and we’re going to help her navigate it — toward a future where she can just tell Siri to make dinner and it actually happens. Expect another note from me tomorrow. Probably titled “New Chore Wheel Just Dropped.” Love (but also please don’t make this weirder than it already is), Dad (formerly known as “CEO of Five Chaos Agents”)

Wiser words were never barked.

@Schillerverse AI and gold have sucked up a lot of oxygen. Meanwhile, rates are still high and US regulation is stalled for a little longer. The patience needed this time is monumental. Boom times are coming. Ghosts will rise again.

I have 20,000(ish) followers on X. Someone told me ghost followers were killing reach, so I looked. 9,680 accounts. Haven't posted in a year+. I recognize a lot of names. They left the space entirely. What's the next onboarding event for digital collectibles?

@CernBasher Thanks for your great article on this. Lack of infrastructure would be the main obstacle. We don't know when we'll see a functional taxi network, charging, maintenance, parking spaces, etc. If that's all settled, I would happily spend for a few and borrow for more.

If you can purchase a Cybercab for $30K and make money from Tesla's Robotaxi network, how many Cybercabs would you purchase?

@MichaelButtonX Maybe because there was enough abundance spread around. They didn't need agriculture or better trading systems as long as they could hunt or gather what they needed.

Why did civilization only emerge in the Sahara AFTER the climate collapsed? That defies how civilizations develop

@realgrew2fast @Rothmus And don't forget that many people drank cider rather than water back then, since it was considered safer. The founders had a permanent buzz.

@Rothmus the Founding Fathers averaged more than a bottle of alcohol per person at a work event and we act like they were these serious stoic men in paintings

@BrilliantMaps Same reason most of the US West Coast is gold there: the Pacific Ocean. Things don't get too hot most of the time, but they don't get too cold either.

As a Canadian who grew up in Ontario this map blows my mind a little bit. US Winter Lows Compared To Canada’s Warmest City. More about why Victoria is so much warmer than the rest of Canada. : brilliantmaps.com/us-winter-lows…

@simongerman600 It's completely inaccurate, though. Look at a real map.

Very satisfying. Well done, random US official.

@americaforevs @APompliano @realAtlasPress Exactly. You can believe and still be strong enough to let others do as they wish. Why compel them to do what works for you when everyone has their own path.

@APompliano @realAtlasPress this quote is kinda engagement baity… it’s a false choice. it’s confusing tolerance with indifference. I believe in things strongly. that’s why I’m tolerant. I believe truth doesn’t need coercion and society doesn’t need cruelty to have convictions

I can't stop thinking about this sentence.

Massive congrats to the @SpaceX and @xai teams! Now merge with @Tesla so we can all celebrate together :) $TSLA