Harlen Bayha 🇺🇸
13.5K posts

Harlen Bayha 🇺🇸
@qriator
Reader of coffee grounds. Optimistic pragmatist. Space. Investing. Tesla. Dungeon Master. 🇺🇸


Tesla rolling out a Robotaxi or two in other markets before earnings tells you all you need to know. The product isn’t ready and earnings are going to suck and only get worse as the year progresses. If $TSLA really had a product that was GA they’d have already rolled out hundreds in SFO and AUS that are 💯 unsupervised, stop redacting safety data and let folks and media into the remote operator cave. Only a chump would fall this pump. It’s pathetic.










Zuckerberg just said every business will have an AI the same way every business has a website and a phone number. That sounds like a prediction. Run the math and it sounds like a deadline. Twenty years ago, 6 million small businesses in the US had no website. The prevailing wisdom was "my customers know where to find me." By 2010, Google had made the storefront invisible. Foot traffic dropped 60% for businesses without a web presence. They didn't close because a competitor was better. They closed because a competitor was findable. The AI version of that extinction happens faster. A customer emails your company at 11 PM on a Tuesday. Your team sees it at 9 AM Wednesday. Twelve hours. Your competitor's AI agent responded in two seconds, resolved the issue, and upsold a subscription. By the time your human opens the inbox, the customer has already left a 5-star review somewhere else. One business scales with headcount. The other scales with compute. The headcount business has a ceiling called "payroll." The compute business has a ceiling called "the price of a GPU," which drops 40% per year. Zuckerberg is describing the minimum viable business for the next decade. Website. Phone number. Email address. AI agent. Four line items. The first three already feel mandatory. The fourth will too, and nobody is going to announce the transition date. The same way nobody announced that a business without a website was a business without a future. The filter is already running. It will be obvious in hindsight.


San Diego is beautiful, especially La Jolla, but I am confused on how anyone can afford to live here, especially in La Jolla


Robotaxi now rolling out in Dallas & Houston 🤠























