JohnnyThMonkey
28K posts
JohnnyThMonkey
@JohnnyThMonkey
Vegas, Chiefs, Shocks, VGK, Stocks, Free Individual. America First. (Blocked by Montel Williams)
Texas, USA Katılım Şubat 2021
211 Takip Edilen837 Takipçiler
a better product that costs less
Nic Cruz Patane@niccruzpatane
Tesla Robotaxi vs Uber on a short 1.4-mile route in Austin, TX: Robotaxi: $6.88 Uber: $16.97 R.I.P Uber.
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JohnnyThMonkey retweetledi
How many more $UBER headlines do $TSLA bulls need to see before they realize that L4 will be commoditized? No one company will have a unique data advantage.
It’ll be like AI is today - Virtually similar in functionality across all models.
Some better than others at specifics.
Rivian@Rivian
A fleet of R2 Robotaxis is coming exclusively to @Uber. ⚡🌿 Today, we announced a partnership to help both companies accelerate their autonomous vehicle plans across 25 cities in the US, Canada and Europe by the end of 2031. rivn.co/uber
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FWIW Prime Minister Takaichi was born 20 years after Pearl Harbor
CSPAN@cspan
Q: "Why didn't you tell U.S. allies…about the war before attacking Iran?" President Trump: "We wanted surprise. Who knows better about surprise than Japan? Why didn't you tell me about Pearl Harbor?"
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JohnnyThMonkey retweetledi
🚨 BREAKING: ASSISTANT AG HARMEET DHILLON IS DOUBLING DOWN ON PURGING ILLEGAL ALIENS & INELIGIBLE VOTERS FROM STATE ROLLS!
She's leading the charge to CLEAN HOUSE and SECURE OUR REPUBLIC once and for all — no more fraud, no more stolen elections!
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JohnnyThMonkey retweetledi
$UBER will invest up to $1.25 billion in Rivian, with an initial 300M, based on AV milestones.
Supporting dev of a scaled, fully-autonomous fleet of Rivian R2 robotaxis.
Available exclusively on Uber.
Goal 25 cities across US, Euro, Canada.
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JohnnyThMonkey retweetledi
Rivian needs cash.
Uber wants to commoditize more suppliers.
Makes sense for another deal. Uber is crushing it right now. $UBER $RIVN
Haven’t seen any fine print details yet. Will be interesting.
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JohnnyThMonkey retweetledi
Rivian is building something special: vehicle, compute, software, and manufacturing in the US all working together. Excited to partner with @Rivian and @RJScaringe to bring autonomous R2 robotaxis to @Uber.
RJ Scaringe@RJScaringe
I’m excited to announce a partnership with @Uber. As part of this, Uber plans to invest up to $1.25 billion in Rivian and deploy up to 50,000 R2 robotaxis. This partnership accelerates our path to Level 4 autonomy and supports our goal of building one of the safest autonomous platforms in the world—across both shared and personally owned vehicles. The combination of Rivian’s rapidly growing data flywheel, our in-house RAP1 inference platform (800 TOPS), and our multi-modal perception stack provides a powerful foundation to scale autonomy quickly and responsibly over the next couple of years.
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This would be a travesty
iamyesyouareno@iamyesyouareno
“The past was erased, the erasure was forgotten, the lie became the truth” — George Orwell
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JohnnyThMonkey retweetledi
I’m not arrogant enough to short $TSLA, but the regulatory and data hurdles described in this post are exactly why I’m bullish $WAYMO $UBER $LYFT and $MBLY.
Even if they solved L5 autonomy tomorrow, Tesla would need years to generate enough data to prove safety to regulators and insurers — which leaves time for Waymo to expand and other competitors to emerge.
Macfarlane@macfarlanemoney
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JohnnyThMonkey retweetledi
The review of 50–60 million voter records has revealed there are thousands of ineligible and outdated registrations—including non-citizens. Some of them voted. More to come!
That is what happens when strong voter ID safeguards are absent—and @TheJusticeDept will not tolerate it.
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JohnnyThMonkey retweetledi
🚨#BREAKING: North Carolina Senator, Thom Tillis COMPLETELY MISSED THE VOTE on the motion to move forward the SAVE Act.
He didn’t show up.
Absolutely unbelievable.
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JohnnyThMonkey retweetledi
🚨 DERNIÈRE MINUTE : 🌐 Le PDG de NVIDIA, Jensen Huang, annonce que le moment Chat-GPT pour les voitures autonomes est arrivé. NVIDIA étend ses partenariats avec BYD, Nissan, Hyundai et Geely, aux côtés de nombreux autres constructeurs automobiles, et s’associe à Uber pour lancer un réseau mondial de robotaxis autonomes de niveau 4, débutant à Los Angeles et San Francisco début 2027, avant de s’étendre à 28 villes d’ici 2028. (F)
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JohnnyThMonkey retweetledi
$NVDA and $UBER just expanded their robotaxi partnership, and the scale is huge.
Here is the actual data behind the headlines:
• Rollout: Full-stack NVIDIA-powered robotaxis launching across 28 markets by 2028.
• First Stops: Los Angeles and San Francisco in H1 2027.
• Fleet: Targeting a 100,000 Level-4 autonomous vehicle network.
• Hardware: Automakers like BYD and Nissan are building the actual cars using NVIDIA's DRIVE Hyperion platform.
• Play: $UBER continues its asset-light aggregator strategy. They own the network and the demand, while $NVDA supplies the AI brains.
This is physical AI hitting the streets at scale.
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$UBER vs $TSLA
Según el mercado $UBER va a desaparece por los robotaxis.
El negocio 👇…
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Despite being up close to 10% over the past week, $UBER is still DISGUSTINGLY undervalued
– 24x forward P/E
– 30%+ projected EPS growth
– Wide moat from MASSIVE network effects, scale and a strong fly wheel
BARGAIN.
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