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)

Honestly, I did not know they were ready for mass production and users for mass adoption. 

If they are, money into manufacturing makes more sense.

blockspace babe. cultural attaché from ‘06 twitter. adjacent possible fanatic. writing at https://paragraph.xyz/@jdl

🌐 UTC–4

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

what's the right metric for judging unit economics

they might eat Uber's lunch, agree with you on this one.