f(x)

@BrettKessler__ Did Waymo have any trouble building a network and acquire users from scratch? No. Users straight up prefer Waymo and is willing to pay more for it.

As we transition into an autonomous machine economy, hyperscalers and robotaxi fleets don't want to build a localized logistics network and acquire 200 million users from scratch. Uber is the non-negotiable physical routing layer. When heavy hitters like David Tepper call Uber a top AI stock, they are looking at the exact same infrastructure land grab.

I am starting a massive position in Uber $UBER first thing Monday morning, and it has absolutely nothing to do with ride sharing or food delivery. Retail is looking at a tech app that just missed a top line revenue estimate. I am looking at the ultimate physical tollbooth. Here is why. 🧵

@EthonRaptor @Noahpinion It’s completely full during commute hours.

@Noahpinion It's empty. You are supposedly an economist

Look at these beautiful clean trains filled with nice people. This could be Hong Kong. Hopefully the fare gates will make BART like this, because traditionally, BART is Mad Max compared to this.

@JakeKAllDay @WarMonitor3 Most Taiwanese would rather join China than have their taxes raised for military equipment or to even spend a little more time doing military training.

@WarMonitor3 They need to partner with UA ASAP and mass their domestic drone production. A drone saturated island would be impossible to occupy even for China.

US officials fear that Taiwan will be invaded within the next 5 years with Xi Jingping incredibly ideologically and materially committed. Not good...

@aleabitoreddit @SpongeQuant It’s fun, but it’s really low quality sushi for a place like Cupertino.

It's really popular, I used to go to the CA Cupertino near $AAPL HQ and there was always a 1 hour line. Heard they opened some up around Berkeley and others... so I do agree with Trump's vision of it being a good dip buy around here. Maybe after he retires, he wants to taken over and run a sushi restaurant?

@Real_SilverLine @marcvanderchijs Maybe because you’re smart and you’re good at your job, AI can’t replace you yet. However, the average person is retarded. AI is already capable of replacing most white collar work. Think about your DMV worker.

@marcvanderchijs Uh. Product engineer here. Unlimited token usage for opus 4.7, gpt 5.5. I am constantly disappointed by AI. It fucks up as much (or more) than it does right. & before a retard says skill issue, I’ve been using AI to build for 3 years now.

Once people start seriously using AI they realise that it’ll replace most jobs. Many still believe that AI will create new jobs. But once they get that AI doesn’t just replace a task but it replaces intelligence, they’ll see that most new future jobs can be done by AI as well.

@nm_resolution @zacharyvalles I think you can’t make it happen in America. 1. The level of skill is way higher in China than America because of their decades of experience. 2. Economically, it doesn’t work as well. How can you pay someone 10x more to be 5x less productive?

@zacharyvalles I want to build manufacturing capability/capacity in America. Given your insights from your visit, how would that happen in America?

72 hours after YC demo day, I moved to Shenzhen for 8 weeks 🤠 I'm headed back to SF with new hardware in hand (sharing more soon), but some takeaways documented below: > If you have even the slightest ambition to found a hardware company, visit SZ. Pre-raise, pre-team, pre-idea, pre-job departure, it doesn't matter. Just go. > Plan your visit according to a major conference that interests you. Use that conference as a supplier meeting springboard - that's your ticket to any factory under the sun. > At the factories, ask about lead times, don't ask about cost (wait on this). Your iteration rate is driven by the lead time on the longest lead time item in your assembly. It pays to identify these parts early to build project timelines. > Visit Huaqiangbei (read: this is a mini-city, not a building). Robotic subassemblies, batteries, chassis's, electronic parts. They all have buildings where vendors are tightly clustered. Plan to spend 4-6 hours walking around before you find exactly what you're interested in. > Business relationships are valuable commodities. Treat them as such. Pay attention to people, learn about them. Bring thoughtful gifts. Wait for them to sit first. With Baiju, fill the glass but with tea leave some room. Cultural customs are fun to learn, but also convey a seriousness towards the working relationship. > Suppliers fit cleanly into discrete buckets. Level of complexity and execution on past projects indicates what is in scope for them. Trivial, but important to level your build expectations. It is easy to design a part with 12 subsequent manufacturing processes, exceptionally hard to find a supplier to fill this order. If you need coffeeshop recs, food recs, or hotel recs I have a few. Move to Shenzhen! Get to building!

@ZenobleResearch @Jason @WaltLightShed @Waymo @Uber @nuro @WeRide_ai @TechTekedra @dkhos The autonomous rideshare companies don’t need Uber. Waymo and demonstrated that they have no issue at all getting customers to download the Waymo app and prefer a Waymo over Uber. Uber’s FCF will disappear.

@Jason @WaltLightShed @Waymo @Uber @nuro @WeRide_ai @TechTekedra @dkhos Any idea why the market isn’t appreciating Uber’s stellar financials and autonomous partnerships? 12-15x FCF is wild.

Just dropped a new #AutonomyMarkets episode. Watch or listen on your favorite podcast player. Forget the @Waymo/@Uber News, Focus on the @nuro and @WeRide_ai Partnerships $UBER lightshedtmt.com/ls_media/ep-88…

@Midnight_Captl What’s the point of going to war to lose?

Broadcom: $2T Nvidia $5.5T Google: $4.7T Meta: $1.5T Amazon: $2.8T All depend on the flow of semiconductors Anyone who thinks the U.S. wouldn’t go to war with China over Taiwan is insane. We would absolutely get into a hot war over Taiwan (as the supply chain stands today)

@Jason @uwauRenato @grok The FCF will dissapear so fast when the robotaxi competitors come online

@uwauRenato Uber would add $70b in revenue, $12b in FCF and 250m users to a $3.5t combined Tesla/SpaceX for $250b/< 10% of their stock. Go do the math on how that would impact the combine revenue and profits @grok

Uber is going to be bought by Google/Waymo, Amazon or Tesla/SpaceX in the next year. For a “buy it now” price of $250b, one of those three companies gets a $12b a year free cash flow machine with $70b in revenue — and hundreds of millions of global customers This is the most obvious M&A deal since Instagram, Android and YouTube transformed Meta and Google Discuss

@StealthQE4 Either we accept humiliation or we just go nuking the whole country. I wouldn’t accept letting tens / hundreds of thousands of Americans die to drones.

I really hope we go into Iran sooner rather than later. This holding pattern is crushing all involved. If you’re hell bent on it: DO IT. Either we get humiliated and leave due to mass casualties or we win. The sooner the better. Let’s get the whole process over with

@Noahpinion Historically, China has treated its tributary states well. So that might not be a bad thing.

It was a tribute mission

@doomcelled @Noahpinion Cope harder

@illee9 @Noahpinion Similar % for just stem cope china cuck

Trump is right

@doomcelled @Noahpinion Did you segment the data by academic area? You can pretend black history is research. But in all areas that matter, it’s nearly all foreigners nowadays.

@illee9 @Noahpinion Faculty staffing in U.S. research universities is 75-80% us born thx for confirming ur a retard 👍

@doomcelled @Noahpinion These days, it’s foreigners doing all the research in America anyways. There are no real Americans doing research.

@doomcelled @Noahpinion They pay a shit ton of money for the privilege of attending university in America. Thereby subsidizing tuition for America students.

@Osint613 Rather have the Persians control us than the Jews

Gas prices are up and people are losing their minds. Iran doesn’t have a long range nuclear capable missile yet. They can within 5 years. They don’t even need to launch it. They just need to have it, and they completely control us. You’ve seen what a regime like this does with a shipping lane. Think about what they do with a missile that can reach New York. Pay the extra $1.70. Gladly.

@devahaz Honolulu has great Tonkatsu shops. Ex: maps.app.goo.gl/9NBxPDySKmnVvU…

@illee9 Not yet, but like I said in OP I don’t think it really counts as the same thing

Still haven’t found tonkatsu here fried like in Japan or as rich and decadent tasting. This one at katsu-ya was fine, but nothing special at all. Showa I’m sure will be great but doesn’t really count. Gotta try Jungdon in Emeryville, people say it’s the best around here.

@hellolynna21876 @jimstewartson Google needs to offload SpaceX shares at as high of a valuation as possible. This story makes perfect sense.

FUCKING BULLSHIT Stop spreading this fraud like it’s a thing that will ever happen. This is another Elon k-hole fantasy that he’s using to justify an absurd valuation. He launched xAI and it FAILED. He needed a story for SpaceX to take it off his hands. This is Mars again. FFS.

@zerohedge This is Google talking their book

WSJ: Google is in talks with SpaceX for a rocket launch deal as the search giant expands its own efforts to put orbital data centers in space. The speculative technology has been at the center of SpaceX’s pitch to investors ahead of its planned public listing this summer A launch deal would put the two companies in partnership as they gear up to compete on orbital data centers.