Robotics

creating and destroying; built flying cars & autonomous vehicles, now building /faust, more here: /july, web: july.rocks

Generally disagree. Waymo’s unit economics are starting to look good, and now it’s time to pour in some capital to scale

$5.6 billion / $150k is around 40k vehicles

The Model Y was the most-produced vehicle in 2023 with ~1.4 million vehicles 

It’s also interesting to note that robo taxis (hypothetically) can cover more rides in a city with less per vehicle, effectively taking off 80-90% of vehicles off the road. So you’re really getting 10x that (~300k vehicles if they were owned privately)

creating and destroying; built flying cars & autonomous vehicles, now building roc.camera, writings: july.rocks

what's the right metric for judging unit economics

blockspace babe. cultural attaché from ‘06 twitter. adjacent possible fanatic 🌐 UTC–5

Can the product or service you are offering make more money in the long run compared to how much it costs to make it and let people know about it