Tesla's April 2026 Cybercab Launch Is Ambitious, But I'm Here For It
Tesla claims Cybercab production starts April 2026. The timeline probably slips. But if they pull it off, ride-sharing economics change fundamentally.
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Posts from 2025
All articles published in 2025.
Q3 2025 Earnings: Uber Misses, DoorDash Profits But Tanks, Lyft Surprises
Uber, Lyft, and DoorDash all reported Q3 earnings November 4-5. Uber missed estimates for the first time in quarters. DoorDash posted its first profit as a public company but stock dropped 17%. Lyft hit $1 billion free cash flow but missed EPS. Three companies, three completely different stories.
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Tesla Shareholders Voted Yes to Musk's $1 Trillion. He's Not Getting $1 Trillion.
The shareholder vote passed. But the structure means Musk only gets paid if Tesla hits aggressive growth targets. The real story is what it says about retail versus institutional power.
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Sonos Says They Fixed Their Software. They Haven't.
Sonos reported strong Q4 2025 results and claims they've restored software quality after the May 2024 disaster. But their app is still glitchy, and they're about to make it worse by adding AI features.
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Waymo's Adding Detroit, Las Vegas, San Diego—1 Million Rides Per Week by 2026
Waymo announced robotaxi launches in Detroit, Las Vegas, and San Diego, targeting 1 million weekly rides by end of 2026. They're already at 100,000+ weekly rides. This is what execution at scale looks like—and it's widening the gap between Waymo and everyone else.
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Amazon's Zoox Factory Can Build 10,000 Robotaxis Per Year—They're Making 1 Per Day
Zoox's Hayward facility is the first purpose-built robotaxi factory in the US, with capacity for 10,000 vehicles annually. They're currently producing one per day. The gap between capacity and production tells you everything about where autonomous vehicles are right now.
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Kroger's Delivery Strategy: Hedging Bets Instead of Betting Big
Kroger just announced its expanded partnership with Uber Eats—2,600+ stores across all its banners starting early 2026. But here's what actually caught my eye: they're also deepening their DoorDash...
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OpenAI's Restructuring Is a $1 Trillion IPO Announcement
OpenAI just pulled off a corporate restructuring that looks weird on the surface but is actually a straightforward $1 trillion IPO announcement. And it worked—they got it done despite Elon Musk's...
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Why Uber's EV Subsidy Strategy Makes Business Sense
Uber's $4,000 EV driver grants reveal sophisticated strategy managing regulatory requirements, driver economics, and autonomous vehicle optionality. This isn't charity—it's mature business planning.
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Tesla's 'Budget' Models: A Reality Check on the Model 3 and Y Standard
Tesla's new Model 3 Standard ($36,990) and Model Y Standard ($39,990) promise affordability, but stripped features and fierce Chinese competition raise questions about whether this is genuinely opening EV access or just managing margin pressure.
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