Greg Smyth
687 posts


The @BoringCompany could build a Hyperloop tunnel from downtown SF to downtown LA for <5% of this cost and it would be a technological marvel exceeding any high speed rail on Earth
Hans Mahncke@HansMahncke
If you gave away $126 billion to subsidize free flights between LA and San Francisco at current demand levels, you could fund roughly 150 to 200 years of travel before the money runs out.
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Greg Smyth retweetledi

Man, it’s gotten a little bit tiring overtime seeing that every single post that you put out is for the most part clearly partisan and political in nature I used to follow you cause I liked your stuff about electric cars and technology and stuff but you’ve just become so partisan and predictable like every post you put out is anti-Trump or whateverand it’s just not fun anymore.
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Greg Smyth retweetledi

Samantha just called @VOCMOpenline to share her daughter Amelia's story.
If you would like to learn more about Amelia's journey with #cerebralpalsy and how you can help the Baker's see the link below.
hopeforcerebralpalsy.com/amelia-baker
youtube.com/watch?v=oKA4Ux…

YouTube
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@laura_buhler @mountengadine We normally do nakiska with the kiddos and maybe a day at lake Louise or sunshine for the adults.
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@gregfsmyth Niiice! Where will you ski? I’ll be at @mountengadine for a couple of days 🏔️
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To my American friends: this is an amazing time to travel in Canada 🇨🇦 The strength of your dollar is the highest it has been in years, but it won’t last. A US dollar this valuable is terrible for many US businesses and Trump has already hinted at wanting to correct it. DM me if you need recs on anything from fishing lodges to ski destinations. The world’s most beautiful country is on sale 💜 💵

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Waymo's market share is now equal to Lyft within SF. Incredible.
Network effects is one of the best sources of defensibility. But it's proven to be not that important in ridesharing.
You need a minimum network size, but once you have that, there are diminishing returns. In each geo, Uber and Lyft need enough drivers to have reasonable wait times. Once wait times hit that acceptable threshold, the incremental driver doesn't improve the rider experience (eg if my Uber ride is coming in 2-4 minutes, I don't really care about the wait times getting faster).
When Waymo launched in August 2023, Uber and Lyft were at 66% and 34% share in SF.
15 months later in November 2024, Waymo is at 22% - the same as Lyft - with Uber at 55%.
Both Uber and Lyft lost low double digit % pts of market share, but it's more painful for Lyft. Lyft gave up ~1/3 of their share. Uber lost ~1/6.
This is just when comparing all rides with pickups and dropoffs inside Waymo’s SF operating boundary (ie excludes any ride to / from the airport).
Anecdotally, Waymo's wait times are longer than Uber and Lyft because they don't have enough cars on the road. But they are close enough to that acceptable threshold, that their superior product (clean, nice cars, quiet drivers, etc) tips the riders in their direction.
It's possible when Waymo puts more cars on the road and reduces wait times to be in line with Uber and Lyft, their share could climb even faster.

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@FureyAndrew @francoislegault @Andrew_Parsons1 Congratulations @FureyAndrew ! This is a huge deal and an incredible milestone for the Province.
This feels like another big step toward Newfoundland and Labrador reaching its full potential!
I’m bullish on the Rock—and this is yet another reason why. 🚀
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Greg Smyth retweetledi

@Hilbe Have you heard when a car to home adapter or inverter is coming.?
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Greg Smyth retweetledi

@Hilbe I haven’t been able to update for a few weeks and keep getting. This error. Any ideas?

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@Hilbe Mine has been really buggy since the recent software update.
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@WassymBensaid @Hilbe Does gen2 have the Halloween feature? It appeared for the first day but didn’t come back after it was pulled
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@Hilbe Gen 1 uses a supplier part for external sound, with (very) limited memory. Gen 2 uses zonals with in-house software and much more flexibility.
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This is what I was ranting about yesterday in regards to Rivian sales. No communications and no follow-ups are killing orders for cash-in-hand buyers. When/how do they fix this?
Michael Rauch@Michael_L_Rauch
Wife is now considering a @Cadillac Lyriq till Escalade IQ comes out now that she’s tired of waiting for no update on the @Rivian Tri-Max we have reservation on & concerned over supply chain issues. @bclindenmeyer @Hilbe @ChadMoran @itskyleconner
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