Christian Scharmüller

[Christian Scharmüller @CScharmuller]

@bronhistory This is not a question. Vince Carter hands down

[leilani dowding 🌸🚜 ☮️ @LeilaniDowding]

These dogs are inside MBR acres in the UK. @TheCampBeagle_ is raising awareness.

We need to do a Ridglen Farms on them and get these dogs out.. It needs to happen. I will happily join, even if it means being arrested, and adopt one after This shouldn’t be happening in the UK

[Christian Scharmüller @CScharmuller]

@Patrick_Proemer Tesla Model Y Performance und keines dieser Probleme würde existieren….

[Christian Scharmüller @CScharmuller]

@NeuroDoc20 Du bist genau der Typ von Mensch, der diese Welt keinen Zentimeter nach vorne bringt

[Christian Scharmüller @CScharmuller]

@SantoroSystems 🤣🤣🤣🤣

I still enjoyed the discussion. And just for the record. You are not stupid. Your arguments were thought through and logically strong

I just really believe that some basic assumptions are wrong.

[Christian Scharmüller @CScharmuller]

@SantoroSystems They will. It is their only path to at least mitigate the massive fix and overhead cost block.

Again, this does not change the limited margin flexibility because of huge challenges in their unit economics

[Christian Scharmüller @CScharmuller]

@SantoroSystems That is a statement I can live with.

Surviving might be possible but Tesla will dominate.

Btw, if they really solve the Vision only approach for good.

[Christian Scharmüller @CScharmuller]

@SantoroSystems They might be if they can continue to charge the premium.

But they will not be able to do that because a competitor with way higher margin flexibility will price them out of the market.

[Christian Scharmüller @CScharmuller]

@SantoroSystems HAHAHAHAHAH 😆 you are joking right?

They will have to compete very soon.

[Christian Scharmüller @CScharmuller]

@SantoroSystems The unit economics might be positive in highly optimized and dense region. But only because they charge a massive premium which is not sustainable to defend.

Fully burdened unit economics are highly negative my friend!

For gods sake….try harder my friend

[Christian Scharmüller @CScharmuller]

@SantoroSystems Btw, have you ever wondered why alphabet is not explicitly sharing Waymo numbers in their earnings reports? You idiot?

Waymo might be profitable at one point in time. However, my claim stands.

They will not be able to compete with Tesla

[Christian Scharmüller @CScharmuller]

@SantoroSystems way more intelligent people than you - this is not a hard to achieve though - explain the negative unit economic model Waymo is stuck with.

Again, hardware, required cleaning/depot infrastructure, and remote monitoring personnel result in continuous operational losses

[Christian Scharmüller @CScharmuller]

@SantoroSystems Matthew, keep calling me stupid but it will not change the fact that you are
a) wrong
b) an annoying little bastard 😆

I enjoy reading your word salad and 5th grade math examples.

[Christian Scharmüller @CScharmuller]

@SantoroSystems Luv that. Highly appreciate your courage to help these kids.

I mean that. ❤️

However, I disagree with every single other point you made.

And do not worry about my investments - I am fine :)

[Christian Scharmüller @CScharmuller]

@SantoroSystems Waymo is burning billions because scaling hardware-heavy, map-restricted robotics is inherently expensive.
But sure, the misunderstanding is supposedly about "price vs. cost." 😆

I wish you all the best - especially enough courage for a new haircut ❤️

Cya mate

[Christian Scharmüller @CScharmuller]

@SantoroSystems 3) To 10x ridership, a fleet requires 10x more expensive custom vehicles and 10x more localized mapping. This is the definition of a structural cost disadvantage compared to a vision-only, mass-produced fleet approach

[Christian Scharmüller @CScharmuller]

@SantoroSystems 2) There is a claim that "the cost is in the company, not the vehicle." If that is the case, one must wonder if Waymo’s massive localized HD-mapping operations, remote human-assistance centers, and cleaning/charging hubs run on magic instead of capital

[Christian Scharmüller @CScharmuller]

@SantoroSystems 1) The claim is that Waymo's costs are purely fixed R&D. However, someone has to pay for the LIDAR sensors, radar, cameras, and compute stack on every single car. That is COGS (Cost of Goods Sold!!!!), and it scales with every vehicle added.

[Christian Scharmüller @CScharmuller]

@SantoroSystems Matthew, I try one last time.

It is fascinating when word salad is used just to prove a point about structural disadvantages.

Let’s talk about "elementary school" unit economics: