Travis Kalanick

That's the thing that Elon's seeing right now because cheap AI, cheap good AI makes cheap good autonomy. And that's a thing we need to connect the dots on. I think the thing then you go one level past that, you're like, okay, there's the possibility literally that autonomy just gets easy and commoditized similar to what's happening to AI. The next part is, okay, you get the hardware.

That's the thing that Elon's seeing right now because cheap AI, cheap good AI makes cheap good autonomy. And that's a thing we need to connect the dots on. I think the thing then you go one level past that, you're like, okay, there's the possibility literally that autonomy just gets easy and commoditized similar to what's happening to AI. The next part is, okay, you get the hardware.

You're like, okay, manufacturing's hard. That's interesting. That could be a long pull in the tent. I think that could be a place where Tesla, of course, has huge advantage. You then look at who are Waymo's partners. Are they getting set up to do the right kind of manufacturing and get scale of cars out there?

You're like, okay, manufacturing's hard. That's interesting. That could be a long pull in the tent. I think that could be a place where Tesla, of course, has huge advantage. You then look at who are Waymo's partners. Are they getting set up to do the right kind of manufacturing and get scale of cars out there?

But then there's like this dark horse that nobody's talking about, which is it's called electricity. It's called power. And all these vehicles are electric vehicles. And if you said, yeah, I just did some like quick back of the envelope calcs. If all of the miles in California went EV ride sharing, you would need to double the energy capacity of California. Right.

But then there's like this dark horse that nobody's talking about, which is it's called electricity. It's called power. And all these vehicles are electric vehicles. And if you said, yeah, I just did some like quick back of the envelope calcs. If all of the miles in California went EV ride sharing, you would need to double the energy capacity of California. Right.

Let's not even talk about what it would take to double the energy capacity in the grid and things like that in California. Let's not even go there. Even getting 20% more, 10% more is going to be a gargantuan five to 10 year exercise. Look, I live in LA.

Let's not even talk about what it would take to double the energy capacity in the grid and things like that in California. Let's not even go there. Even getting 20% more, 10% more is going to be a gargantuan five to 10 year exercise. Look, I live in LA.

It's a nice area in LA and we have power outages all the freaking time because the grid is effed up and they're sort of upgrading it as things break. That's literally where we're at in LA, one of the most affluent neighborhoods in LA. That's just where we are. So I think the sort of the dark horse kind of hot take is combustion engine AVs.

It's a nice area in LA and we have power outages all the freaking time because the grid is effed up and they're sort of upgrading it as things break. That's literally where we're at in LA, one of the most affluent neighborhoods in LA. That's just where we are. So I think the sort of the dark horse kind of hot take is combustion engine AVs.

Because I don't know how you can go fast getting AV out there really, really, really massive with the electric grid as it is.

Because I don't know how you can go fast getting AV out there really, really, really massive with the electric grid as it is.

You know, I think similar to how you get normalized, it's like you're used to getting in a car. It's normalized psychologically and in the sort of public sphere, the public mindset, you get used to it. So like we're getting to a place where these vehicles are provably safer than human driven vehicles.

You know, I think similar to how you get normalized, it's like you're used to getting in a car. It's normalized psychologically and in the sort of public sphere, the public mindset, you get used to it. So like we're getting to a place where these vehicles are provably safer than human driven vehicles.

So yes, there are mistakes, but they're just provably safer and people are just getting used to it. And that's a big part of the cycle. So I think we're getting out of the hysteria and we're getting into like, yeah, it's just great. Like talk to people who are using it and they feel safer from, of course, like I feel like we're going to get in less accidents.

So yes, there are mistakes, but they're just provably safer and people are just getting used to it. And that's a big part of the cycle. So I think we're getting out of the hysteria and we're getting into like, yeah, it's just great. Like talk to people who are using it and they feel safer from, of course, like I feel like we're going to get in less accidents.

But also I feel safer because there's like there's less chance of like an interpersonal problem that does happen, especially, you know. Late at night, you know, when people are out partying and things like this, there's just like, there is a level of safety on many different aspects to these vehicles. For the driver, yeah.

But also I feel safer because there's like there's less chance of like an interpersonal problem that does happen, especially, you know. Late at night, you know, when people are out partying and things like this, there's just like, there is a level of safety on many different aspects to these vehicles. For the driver, yeah.

For the driver, no, it's for the, yeah, there's like, there's safety aspects across the board. Sure. Right.

For the driver, no, it's for the, yeah, there's like, there's safety aspects across the board. Sure. Right.