Tesla's Superchargers Reveal Strategy Amid Robotaxi Delays
A new #AutonomyMarkets episode is live. Watch or listen now on your favorite podcast player. Tesla's Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale Delayed $TSLA https://t.co/ZLDdV4IoxT
Comcast Q1 BB ARPU Drops 3% YoY, First QoQ Decline
$CMCSA BB ARPU decline "moderated"? Lol, wut? Q1 is always seasonally up. This is actually the first Q1 q/q decline I can find. Meanwhile that y/y decline is now 3%😳 Amazing first question. #GreatQuarterGuys
David Moss Effortlessly Locates the Robotaxi
I think @DavidMoss seems to be able to find the @robotaxi just fine, but ok.
Apple Needs Product‑Centric CEO, Not Logistics‑Focused Leader
"Apple now needs a product-focused CEO, not one centered on logistics. Apple has “pulled the string” on too many product categories, only to see them fall short of meaningful scale, or fail to materialize entirely. But AI is not something...
ASTS Payload Misplacement: Wrong Orbit Demands De‑orbit Plan
Success? They put their $ASTS payload into the wrong orbit. How will that be de-orbited?
Europe's First Robotaxi Debuts on Uber, Waymo Delays NYC
The latest episode of #AutonomyMarkets has dropped. Watch or listen on your favorite podcast player. Europe’s First Robotaxi Launches on @Uber as NYC Stalls @Waymo https://t.co/IvNM5ajLR0
Waymo Needs New OEM Partner Before Q4 Deadline
The latest episode of #AutonomyMarkets is out now. Watch or listen on your favorite podcast player. Waymo Needs Another OEM and Q4 Might Be Too Late $GOOGL, $TSLA, $BIDU, $UBER, $HYMTF https://t.co/Ud9C01FcoW
Texas Autonomy Showdown: Tesla, Uber, Waymo Compete
Inside the Texas Autonomy Showdown. Tesla, Uber, Waymo and the Rides That Don't Lie $TSLA $UBER $GOOGL $NBIS $KDK https://t.co/gaqYxvClal
Waymo Pushes Airport Expansion; SFO yet to Approve Primary Pickup
Waymo’s airport expansion continues. When will SFO permit them at the primary rideshare pickup location?
Starlink Outpaces Cable Firms in Airborne Uplink Speed
@Starlink is serving more uplink to a plane at 500 mph than Kabletown can deliver to your house with a wire. Yikes. $CMCSA $CHTR https://t.co/09s4MJ9QlX
Service and Charging Key to Scaling Autonomous Fleets
Check out this video of the first @Avis depot servicing @Waymo. Service and charging may not be the sexy part of autonomy, but they are critical to scaling it. 🧐🤠 $CAR $GOOGL
Verizon Hesitates to Acquire SATS' Remaining AWS‑3 Spectrum
Unclear why $VZ is not buying $SATS remaining AWS-3 spectrum before someone else ends up stepping in.
Apple Opens Siri to Rivals, Sparking Privacy Concerns
So how does the $AAPL privacy angle work here? Do external apps now get access to the data on my phone? So much for the local modeling pitch. *APPLE TO OPEN UP SIRI TO RIVAL AI ASSISTANTS IN STRATEGY SHIFT
Balanced Take on Autonomy: Sensors, Tradeoffs, Time Horizons
Good piece by JZ on autonomy and sensors. Not tribal, absolute or anti-vision. Just a thoughtful discussion of his view on tradeoffs and time horizon.
Dallas Embraces Diverse Autonomy, Accelerating Business Pace
There are all types of Autonomy in the greater Dallas area. It’s nice to see a state moving at the speed of business. https://t.co/GTj9jOHZky
Autonomous Rides Beat UberX Wait Times
17-minute wait for UberX Human. Pass. Canceled and tried again. Attempt 2: 4-minute wait for an autonomous ride with Avride. #Winning https://t.co/x56PePHReH
NVIDIA Clarifies Its Role: Not Full Autonomy Solutions Provider
Jensen says at the 42-minute mark, “we’re not the solutions provider" for autonomy. Obviously they won't make cars but what exactly is NVIDIA’s role beyond compute and training? Do Mercedes and others still need a separate AV partner?...
50k Autonomous Cars Arriving Within a Decade.
50k more autonomous cars on the roadmap in less than one decade. Autonomy will not take decades to scale. It’s happening now.
UBER, NVDA “Launch” Likely Just Safety Driver Level 2
"The headline “launch” by $UBER and $NVDA may simply mean a safety driver behind the wheel of a Level 2 car in the first half of next year."
Unsupervised Tesla Robotaxi Test Highlights Autonomous Future
Just dropped a new #AutonomyMarkets episode. Watch or listen on your favorite podcast player. We Rode in a Tesla Unsupervised Robotaxi and Walked the Cybercab Line $TSLA, $GOOGL, $UBER, $AMZN, $KDK https://t.co/ks2RE2wR0r
Verizon Drops Wireless Revenue, Merges Into FIOS
Friday afternoon 8K. $VZ no longer reporting wireless service revenue. Rolling FIOS into that line. So weak. #SchulmanEffect https://t.co/XRxvo6vwvp
Add Uber Autonomous Category; Let Consumers Choose
Can we get an Uber Autonomous category please? There are enough Waymo’s and it’s worth any incremental wait. Let the consumer decide.