Lectter
346 posts


430.000€ un piso de dos habitaciones en Huesca.
Por menos de 350.000€ tienes esto en Texas

JaviZone 🚀@JavierSanz
Que locura de precios en vivienda. 65 metros y 2 habitaciones 430.000€ Postdata: soy yo el promotor y la demanda ha sido tan bestia que es el único que nos queda
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@shadowcrewtroll Cost per mile is important. But so is ability to build demand. On that metric, $TSLA scores low.
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Nvidia, Uber, Waymo — The AV Stack Is Being Rebuilt Without Tesla
Surbhi Jain
03/30/2026 14:46:08
Benzinga Newswire
The autonomous vehicle (AV) race was supposed to be Tesla’s to lose. Instead, it's starting to look like a market being rebuilt around it.
Because while Tesla is still pushing its full-stack vision, a very different model is quietly taking shape — one that doesn't need Tesla at all.
The AV Stack Is Splitting — And Scaling Fast
Start with Alphabet’s Waymo.
Following a fresh capital raise, Waymo is accelerating fleet expansion and ride volumes — and as JPMorgan analyst Doug Anmuth notes, estimates are now being revised higher, with the fleet potentially scaling from ~3,000 vehicles to ~50,000 by 2030.
At the same time, Uber Technologies is stitching together a global AV marketplace. Rather than building everything in-house, Uber is partnering across the ecosystem — from Zoox and Wayve to OEMs like Rivian Automotive — while expanding its relationship with Nvidia.
Anmuth highlights that this growing network of partnerships is increasing the likelihood of a fragmented, multi-player AV ecosystem — one that naturally favors a marketplace model like Uber's .
This isn't a single-company race anymore.
It's an ecosystem.
Platform Vs Product Is The New Battle
Tesla's strategy is clear: own the car, the software, and the network.
But the market is moving toward separation.
Uber is building the demand layer. Nvidia is emerging as the compute and software backbone. Waymo and others are scaling the autonomy layer. OEMs are supplying the vehicles.
Each piece is becoming modular — and more importantly, replaceable.
That creates a very different competitive dynamic. Instead of one winner, the AV stack starts to resemble cloud computing — multiple players, each owning a layer.
Where Does That Leave Tesla?
That's the uncomfortable question.
Tesla still has advantages — data, vertical integration, and a massive installed base. But it's increasingly betting on a closed system in a market that, as Anmuth's analysis suggests, is trending toward collaboration and shared infrastructure.
And scale is no longer exclusive.
Waymo is ramping. Uber is expanding. Nvidia is enabling. Tesla doesn't need to lose for this to matter.
But if the future of autonomy is a shared ecosystem, the company that tried to own everything may end up owning less than expected.
$TSLA $GOOG $UBER $NVDA $AMZN $RIVN
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@lectter_ ¿Y por qué demonios no usas esa liquidez? 😱
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@MrtnzAlvrz Justamente. Hablando hoy con varias personas en la región Y empiezan a ponerse nerviosas. Ya no es cosa de 1/2 días por desgracia
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@tomaspueyo Regulation will be a key factor on the scale up, and seems it is a matter of time now. Thanks for the article
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@BrianTycangco Anthropic has released this: x.com/anthropicai/st…
Anthropic@AnthropicAI
We believe this is the first documented case of a large-scale AI cyberattack executed without substantial human intervention. It has significant implications for cybersecurity in the age of AI agents. Read more: anthropic.com/news/disruptin…
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Without citing a shred of hard evidence, FT (in its usual fashion) puts out a hit piece on $BABA that sends its stock down almost 4% on Friday. Alibaba should sue this trash paper of record. But this also highlights the need for Chinese equities to simply delist from the US markets and just trade in HK and mainland China.

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@ppopular @oscar_puente_ Que horror de post. Borradlo y pedid disculpas. Echad al CM y empezad a hacer oposición decente. Que vergüenza.
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Puesto que @oscar_puente_ se pone a hablar de la apariencia de las personas, vamos a seguirle el rollo.
En la foto, un ser poco evolucionado y carente de educación y cortesía. Molesto y con tendencia a hacer ruidos grotescos. Junto a él, un primate.
Ambas criaturas tienen en común que ninguna de ellas debería ser ministro del Reino de España.

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Sánchez, S.A.; una historia de corrupción (documental)
por @TerraIgnota youtube.com/watch?v=OgS-xc…

YouTube
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@BoBbyPleWniaK would love to learn how to operate options, pending task. congrats
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Mid week report snapshot on our sold $tsla options.
Thought about selling a few calls yesterday to play nvda earnings but the selloff the last 30 minutes into close did not trigger anything. Now we sit and wait.
If tsla sells off today, I’d like to have this 349.6 gap left open. It would make me a bit more confident to sell a few puts come Friday if it remains open.

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@itschrisray Shape doesnt matter as much as ability to self drive, and i guess in this one they are quite behind Waymo/Tesla
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Maybe I’m crazy, but I think Zoox by $AMZN is the best take on an urban robotaxi.
Why should robotaxis be retrofitted consumer vehicles or even resemble them?
No need for driver seats or having everyone sit face-forward.
I like that the interior compartment resembles a modern day carriage - where people can read or work with ample space, listen to music, or talk to one another while facing each other.
It seems more spacious than a typical car and I can just see getting around this way with friends to be a better experience.
Getting a ride to a concert or sports match with a bunch of friends in this would be awesome.


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@Alvaro_DMaria Con 2k iría bien. Viviendo aquí y obteniendo la comida con mis manos, es suficiente.


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@YPSBlackhat @LaEtxebarria “No hay mejor almohada que una conciencia tranquila”
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@LaEtxebarria La conciencia puede llegar a ser el mayor campo de concentración que llegue a experimentar un ser humano. Si tu conciencia está limpia, vives una vida tranquila y feliz sin importar cuántos bienes materiales tengas o te falten, pero en caso contrario te puede pasar factura.
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@Javier30670747 Porque crees que se va a seguir depreciando el dolar vs el euro?
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