Contribution seq 1000

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  "excerpt": "And also, when these things get started, when they're new, the central force wants you to succeed so badly, to get the momentum going, that they subsidize the hell out of your success. Like, if you were the fifth Starbucks owner, you would have been guaranteed success by the mother ship. You don't want to be the hundred thousandth. But if you get an early jump on this and whatever's next and whatever is next, the mother ship will subsidize the heck out of your success. So you just have to basically not screw it up.\n\nI find this incredibly compelling, you know, to go fill out the form and say, I'm going to grab 10 of these and have them work for me, or a hundred of them. Uh, end of the day it's earning revenue while you sleep and improving your local community.\n\nThere's a simple economic thesis here, which is dropping marginal cost, right? Uh, you think about Airbnb's marginal cost of adding a room is near zero. If you're Hyatt, you have to build a hotel. Same thing here. The marginal cost of owning one of these and having people use it and leveraging that asset, rather than centralized ownership of taxi cab fleets, is such an obvious no-brainer. So, I think this is a huge opportunity. Dave makes a great point: get in early on these things because then you have scale built in.\n\nAnd the question of which of the cyber taxi companies or robot taxi companies — we're going to call it — going to win. It's the one with the lowest operating cost, uh, the lowest production cost, and I haven't seen anything yet compete with uh with Tesla here.\n\nOr the one, unfortunately, that may be coziest with the municipalities that are approving them.\n\nTrue. It will be city by city.\n\nUsually it's pretty obvious who the winners are. Boston — it's so sad, Peter. So sad. It's so painful.\n\nUm, the winners are usually pretty obvious. People are just so slow to react. They're not nimble enough. But it's not going to be a mystery who's going to win. It's going to be people underreacting to the urgency of the opportunity. Sorry. Go ahead.\n\nNo, I just think it's becoming increasingly clear robots are the biggest investment class that we'll ever see. Um, and so again, like, we'll see SPVs, we'll see funds, we'll see all this emerge, and then as you reach that level of capability, whereas Alex said they can take over an HVAC engineer — or in this case, do you need more than a two-seater robotaxi for just about anything? No, only when you want to have your air robotaxi. That's the only time you need anything better than that. Like, these will have very long lives and they will earn money in just about any scenario.\n\nYeah, you can find out more at tesla.com/robotaxi if you want to jump into this future economy. And again, um, not promoting it and not giving investment advice. Doesn't get a commission on this one.",
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