Fernando Varela

@adcock_brett Historic!

@katibmoe @RodHarlan One

Introducing One. The simplest way to connect and monitor AI agents to hundreds of apps. And we’re open-sourcing the world’s largest integration database powering it: 47,000 agentic actions across 250+ apps. RT + comment “One” for access & 1M free API requests/month.

@Glitch_Trades IBKR and Fidelity for the win

Imagine a stock market where the large moves happen overnight and during the day it's all chop.

@MrWickTrades Says something is wrong with your DNS servers. Won’t load the site on any browser on my laptop

Signups are live on mrwicktrades.com still free. Moving everything off Substack and onto the site. Morning plans, weekly recaps, live trade blotter, all in one place. Link below.

While everyone is arguing about Codex vs Claude, I juse use them both and frequently pit them against each other resulting in better code

@Glitch_Trades @The_John_Wicks Hell yeah!

Also we got @The_John_Wicks working on Skylit Academy. A gamified and engaging way to learn to trade like the best in the game. This will be part of the Skylit Nexus experience.

@Glitch_Trades @TheSandpitCrew @SkylitAI Right now lol. Mid October thru April is the best weather. July-September is ridiculously hot

@fernandovarela @TheSandpitCrew @SkylitAI When is the best weather?

Everyone running the good ol challenge. Running up the port that was leftover from @SkylitAI Bootcamp few weeks ago. All timestamped so you can cross reference entries and exits against Heatseeker to see how I’m bangin the trades.

@Glitch_Trades @TheSandpitCrew @SkylitAI We can hook you up with tickets. We’ve got lots of friends that are cast members. Let’s figure out a time to do this

@fernandovarela @TheSandpitCrew @SkylitAI Shit we'll need to plan it. Been wanting to take the kiddo to Disney World sometime this year too.

@Glitch_Trades @TheSandpitCrew @SkylitAI 4 Rivers is literally 1 mile from our office. We have plenty of AV equipment and could even livestream it. Let’s do it!!

@fernandovarela @TheSandpitCrew @SkylitAI It's a close trip for me! Gotta get out there and have some 4 Rivers, I love that place

@TheSandpitCrew @Glitch_Trades @SkylitAI Yes, I’d offer up my office for the boot camp in Orlando. We could accommodate 20-40 people easily. What do you think @Glitch_Trades ?

@Glitch_Trades @SkylitAI Bootcamp in FL? We need one in Central Florida /Space Coast area. While you're here, catch a Spacex Falcon launch 🚀

@nejatian It’s because they are all using Microsoft co-pilot and calling that AI

I honestly don’t understand how this is possible. It is like saying “electricity has no impact on productivity” in 1890s.

@Scobleizer @Figure_robot Weren’t you glazing 1X earlier this year and now when a company shows something autonomous you throw shade? Interesting 🤔

I have been meeting with a ton of insiders in robotics and I keep hearing exactly this kind of skepticism about @Figure_robot. I don’t expect humanoids to be safe enough, capable enough, or cheap enough for five years to get into homes. The videos we see are to hype up investors, but they should realize that it Eric take years and comes with huge risks. @AnishA_Moonka lays out what the insiders are saying.

@adcock_brett I’m framing this tweet and am posting at the entrance of my house. Thank you @adcock_brett and the whole @Figure_robot team!!

fully autonomous

I just don’t believe that Tesla wouldn’t just run the fleet themselves at these numbers. If it’s making this much money then the sales price would go up. Lots of unknowns and I guess we will find out soon enough but I find out hard to believe that Tesla wouldn’t just let us all make that kind of money

I plan on owning my own Tesla Robotaxi fleet one day. And the more I run the numbers, the more I realize this new business could become one of the most powerful income opportunities I've ever seen. This is how I'm thinking about it. Based on many analyst models and Tesla’s long-term vision, a reasonable base case assumption is about ~$30,000 per year in net profit per Robotaxi to the owner. This is after things like Tesla’s platform fee, charging, tires, maintenance, insurance, and cleaning. Of course, the network is still early and Tesla is just beginning to roll this out in pilot programs in a few cities, so there’s no official real-world owner earnings yet... but using reasonable assumptions around utilization, pricing per mile, and operating costs, the math starts to get really interesting. If one Robotaxi can earn around $30,000 per year, here’s what a fleet might look like: • $100,000 per year → about 4 Robotaxis • $500,000 per year → about 17 Robotaxis • $1,000,000 per year → about 34 Robotaxis It may sound a bit crazy at first, but when you break it down, it starts to make more sense. These vehicles could potentially drive 50,000 to 100,000+ miles per year in high demand areas. If the economics land somewhere around $0.25-$0.50 profit per mile after all costs, you end up right around that ~$30k per vehicle per year range. And remember, the Tesla’s Robotaxi network is going to work a lot like Airbnb for cars. You add your vehicle to the network, Tesla handles the software, routing, payments, and rider experience, and they take a platform fee (often modeled around 25-35%). The owner keeps the rest after operating costs. Another thing that makes this interesting is the expected cost of the vehicles themselves. Tesla has talked about the purpose-built Cybercabs costing roughly $25k-$30k and Elon told me production is starting in 1 month! If that’s even close to reality, a fleet capable of generating around $1 million per year could theoretically cost somewhere around $850k-$1M in vehicles. That ROI is pretty freakin good! Now to be clear, none of this is guaranteed. I'm just thinking out loud and sharing it with you... a lot still depends on regulations, how fast unsupervised FSD scales, demand in each city, insurance costs, and how Tesla structures the network. But if the system works the way Elon has described it for years, owning a Robotaxi fleet could become one of the most powerful forms of passive income I've ever seen. And I plan on sharing the numbers with everyone on 𝕏 when the day comes. Personally, that’s why I’m paying such close attention. Bc one day, owning a fleet of autonomous Teslas working for me 24/7 might be the modern version of owning a rental property, except instead of tenants, you’ve got robots driving people around all day while you sleep. This next book of Tesla is going to be so exciting!

I think you’re not seeing the forrest for the trees… You are a developer and think that non-tech people are trying to build SaaS apps. We aren’t. We don’t need to build software to sell to other people. I’m building tools for myself and my businesses. I’m connecting AI to my data and enabling tooling. That alone is already more powerful than most of the SaaS products that I was paying for. I have all the time in the world to work on this and get it to a place that works

When perfect SaaS apps can be developed easily with AI, SaaS will be dead. Right now, we are ages away. Perfect execution is still hard.

Not true anymore. Although I will concede that if you can code then you can definitely ship much better than I can. This is almost the exact same as when Protool launched in the music industry and home studios popped up everywhere. The pros still had an advantage but there’s plenty of great artists that launched out of home studios who didn’t come up as sound engineers. These tools have democratized software. I never coded in my life and a month ago had zero idea what the difference between front end and back end was. Didn’t even know what UX meant. But I’ve always been curious and willing to learn. I’ve learned more in th last three months than I have in a long time. The truth is you actually don’t need to know much of anything anymore if you are curious and are willing to learn as you go. Mistakes may be made but that’s how we all learn.

Unpopular opinion If you can't code, you can't vibecode.

@dayonefoundry Yea but I’ve never coded a single thing in my life and would’ve never even tried to. So you’re argument that no one is being more productive is simply not true.

@fernandovarela It used to take me a week before AI as well

Hot Take: No one's productivity and output has increased since Claude sonnet 3.4 was released

🚨U.S. attacks Iran ... Markets shaken at the open!📉Futures dropped fast, but all eyes are on OIL 🛢️🔥 If crude breaks higher, volatility spikes. Expect a dip, then potential upside... Stay sharp and manage risk. ⚡ Unlock exclusive news and insights. Join us today! 👉shorturl.at/tjQKr #GetSmarter 💰

I would’ve agreed with this 3 months ago but that isn’t true anymore. I don’t know how to code and I’ve shipped complicated software that actually works. I’m iterating everyday. Working on new features and building the system that I’ve always wanted but could never afford to hire a dev team to do. And I’m learning a lot along the way

Unpopular opinion: If you can't code, you can't vibe code.