Elon Musk
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Tesla Robotaxi Turns One: A Neutral Economic Look at What Year One Proved, How Tesla Compares to Waymo, and Why the Same Data Supports Two Opposite Stories
One year after Tesla launched its Robotaxi service in Austin with about ten vehicles and human safety monitors, the fleet covers the Austin metro area without monitors but still numbers in the dozens. An economic look at what the first 12 months actually demonstrated, how Tesla compares to operating leader Waymo on five verified metrics,… Continue reading
Austin Texas, autonomous vehicles, autonomy economics, AV regulation, BofA Global Research, Cybercab, Elon Musk, Gigafactory Texas, Model Y robotaxi, NHTSA, Reuters investigation Tesla, ride hailing, robotaxi safety, self driving cars, Senator Markey, Tesla 1 year anniversary, Tesla FSD, Tesla Robotaxi, Texas DMV, Waymo -
SpaceX Closes the Largest IPO in History: An Economic Look at What the Company Does, How It Got Here, and Whether USD 1.77 Trillion Is Justified
SpaceX raised USD 75 billion at a USD 1.77 trillion valuation in the largest IPO ever recorded. An economic look at the company’s three business segments, its meteoric rise, current revenues and losses, and a neutral assessment of the bull and bear cases for a 94 times revenue multiple. Continue reading
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China Just Hit Humanoid Factory Scale Before the US Did. Here’s What That Actually Means
On May 29, a Chinese factory in Shenzhen began shipping a full-size humanoid robot every 15 minutes. The story is not who built the most impressive robot. It is who built a real assembly line first, and what that means for an industry that has spent a decade competing on demo videos. Continue reading