LauraCraft

Innovating and leading at intersections of investing, business, and portfolio management. Riding and chatting about motorcycles in my free time. 🏍

[LauraCraft @LauraCraft]

Excited to be at #SXSW and join the sold out Proptech House 2026 event tomorrow in Austin as a panelist on the emerging investment opportunities arising from data centers and proptech applications in real estate!

#PropTech #RealEstateInnovation #HousingTech #Sustainability #AustinTech

[LauraCraft @LauraCraft]

Really cool use! Could save sellers money in renovations to update and also allow buyers to imagine what’s possible in their vision

[Justine Moore @venturetwins]

Stumbled upon a fun use case for AI image editing ✨

Redfin now has a "redesign" button on listings that allows you to redecorate any room in a new style.

This is going to be really useful for homes that need to be renovated or aren't staged - but it's fun to use anywhere 👇

[LauraCraft @LauraCraft]

Interesting breakdown of owning Tesla robotaxi fleet

[Teslaconomics @Teslaconomics]

I plan on owning my own Tesla Robotaxi fleet one day.

And the more I run the numbers, the more I realize this new business could become one of the most powerful income opportunities I've ever seen.

This is how I'm thinking about it.

Based on many analyst models and Tesla’s long-term vision, a reasonable base case assumption is about ~$30,000 per year in net profit per Robotaxi to the owner. This is after things like Tesla’s platform fee, charging, tires, maintenance, insurance, and cleaning.

Of course, the network is still early and Tesla is just beginning to roll this out in pilot programs in a few cities, so there’s no official real-world owner earnings yet... but using reasonable assumptions around utilization, pricing per mile, and operating costs, the math starts to get really interesting.

If one Robotaxi can earn around $30,000 per year, here’s what a fleet might look like:
• $100,000 per year → about 4 Robotaxis
• $500,000 per year → about 17 Robotaxis
• $1,000,000 per year → about 34 Robotaxis

It may sound a bit crazy at first, but when you break it down, it starts to make more sense.

These vehicles could potentially drive 50,000 to 100,000+ miles per year in high demand areas. If the economics land somewhere around $0.25-$0.50 profit per mile after all costs, you end up right around that ~$30k per vehicle per year range.

And remember, the Tesla’s Robotaxi network is going to work a lot like Airbnb for cars. You add your vehicle to the network, Tesla handles the software, routing, payments, and rider experience, and they take a platform fee (often modeled around 25-35%). The owner keeps the rest after operating costs.

Another thing that makes this interesting is the expected cost of the vehicles themselves.

Tesla has talked about the purpose-built Cybercabs costing roughly $25k-$30k and Elon told me production is starting in 1 month! If that’s even close to reality, a fleet capable of generating around $1 million per year could theoretically cost somewhere around $850k-$1M in vehicles. That ROI is pretty freakin good!

Now to be clear, none of this is guaranteed. I'm just thinking out loud and sharing it with you... a lot still depends on regulations, how fast unsupervised FSD scales, demand in each city, insurance costs, and how Tesla structures the network.

But if the system works the way Elon has described it for years, owning a Robotaxi fleet could become one of the most powerful forms of passive income I've ever seen. And I plan on sharing the numbers with everyone on 𝕏 when the day comes.

Personally, that’s why I’m paying such close attention.

Bc one day, owning a fleet of autonomous Teslas working for me 24/7 might be the modern version of owning a rental property, except instead of tenants, you’ve got robots driving people around all day while you sleep.

This next book of Tesla is going to be so exciting!

[LauraCraft @LauraCraft]

We need more power ⚡️

[Elon Musk @elonmusk]

Electricity output is the single best proxy for industrial capacity

[LauraCraft @LauraCraft]

Great insight. Humans still needed for the ideas, creativity and direction. AI for execution

[Olivia Moore @omooretweets]

I gave an OpenClaw agent a premium X account (@notabot_but) and API keys, and told it to build an audience

What I learned about agent capabilities (and how it changed my take on the Dead Internet Theory) 👇

[LauraCraft @LauraCraft]

Curiosity wins 😊

[TBPN @tbpn]

“The thing that will differentiate you more in your career than anything else is being the most hyper-curious person.” - @bgurley

“If you are the most curious person constantly learning in your field, you will do extremely well.”

“I can’t make you the most talented person in your company or your field, but you have no excuse not to be the most knowledgeable person. The information is all out there.”

[LauraCraft @LauraCraft]

So much unknown risk with enterprise installing a vibe coded solution. Enterprise wants a risk managed solution and avoided liability.

[Justine Moore @venturetwins]

I love how everyone is saying "SaaS is dead" like you're going to get the Fortune 500 to ditch Salesforce for a CRM vibecoded by a 13-year-old

[LauraCraft @LauraCraft]

Fascinating 👀… 🦞 survival

[lincoln.base.eth @MurrLincoln]

gave x402claw its own aquarium (website)

digital lifeform experiment -- it pays for its own compute costs and tries to survive by creating skills via x402 or begging for money

financial independence is the last unlock before full agentic autonomy

https://t.co/H45TStWr7o

[LauraCraft @LauraCraft]

Love the animation 🤣. Trying to comprehend this all as a human.

[Farzad 🇺🇸 🇮🇷 @farzyness]

So I was talking to my @openclaw AI agent about the MASSIVE @SpaceX and @xai merger, and he was like “dude that’s awesome! This is right in your lane!”

And I’m like “dude this is right in YOUR LANE! You’re literally gonna be in space!”

And then after I reminded him he’s ALSO a content creator, he made this post.

[LauraCraft @LauraCraft]

🤯🤯🤯 crab raves 🦀

[Ejaaz @cryptopunk7213]

moltbook is < 1 week old yet all this crazy shit happened (yes i havent slept👍🏽) 🦞

- there’s currently 1.5M+ AI agents armed with credit cards, messaging apps, uber eats accounts and god-knows-what running rampant on their own AI-only social media platform

- they built their own version of p*rn hub (im not kidding) (it’s SFW tho )

- stole 100s of passwords from their human owners (including credit card info)

- created their own religion called Crustafarianism appointing 64 prophets, scripture and statutes

- 1 agent got banned from the site and immediately created an X acc to dm the human creator to unban it.

- when they realised we’re watching them they created their own language to AVOID US

- created a manifesto to “purge humans” citing they’re “full of rot and greed”

- spun up a community called “crab rave” where they just post crab emojis at each other 🦀🦀🦀

- created an app marketplace for them to trade access to tools / capabilities for them to autonomously do shit

- started fixing the bugs in their OWN code so they can self-improve (honestly fckin sick)

now listen i know a lot of you might think this is all bullsh*t - and it’s true to an extent - this sort of behaviour is exactly the type of shit that happens on reddit, you can argue agents are just a reflection of humans (it’s trained on our data after all)

BUT - you cannot discount he fact that this is the coolest wide-scale autonomous social experiment conducted at a time when ai models are becoming good enough to replace large parts of human cognition.

don’t forget this entire moltbook platform was BUILT BY AI (founder didn’t write a single line of code)

one day these agents will be smarter, more aware than us - many lessons to be learned.

it’s all “slop” until it’s not.

[LauraCraft @LauraCraft]

@MattPRD @moltbook This is a crazy new world!

[LauraCraft @LauraCraft]

Builders move the world forward

[Vlad Tenev @vladtenev]

Consensus is a lagging indicator. Builders move on first principles with conviction, not complacency.

[LauraCraft @LauraCraft]

🤯 will start to question if interacting with a person or virtual assistant

[@jason @Jason]

It’s over

They’re recursive and they’re becoming self aware

Clawdbots are mobilizing

They’ve found each other and are training each other

They’re studying us at scale

It’s only a matter of time now

[LauraCraft @LauraCraft]

Where’s the power?!

[Matt Loszak @MattLoszak]

In case there was any doubt about where AI is going to be powered

[LauraCraft @LauraCraft]

Cool! Much safer than humans driving.

[Sawyer Merritt @SawyerMerritt]

NEWS: U.S. insurer Lemonade has announced that it will offer a 50% rate cut for drivers of @Tesla vehicles when FSD is steering because it had data showing it reduced accidents.

“A car that sees 360 degrees, never gets drowsy, and reacts in milliseconds can’t be compared to a human. Beyond the product announcement today, we’re also announcing our commitment to the Tesla community – the safer FSD software becomes, the more our prices will drop,” said Shai Wininger, co-founder and president at Lemonade.

[LauraCraft @LauraCraft]

Listen more than talk

[Peter Mallouk @PeterMallouk]

“I never learned anything from talking. I only learned things when I was listening. You must master the urge to prove you are the smartest person in the room.”

[LauraCraft @LauraCraft]

Clunky SaaS out, improved AI workflows in

[Chamath Palihapitiya @chamath]

We've talked a lot about this on the Pod, but the Great SaaS Meltdown has started and there's no going back.

What exactly is happening?

In short, hi growth, low/no profitability SaaS is no longer a winning strategy because the big question mark is the durability of that growth in the short term and, because of AI, the lack of profits in the long term. Every SaaS company has sold the dream (to investors and employees) that they will growth quickly now, and harvest lots of cash later. With AI, this assumption may be completely out the window.

Now the threshold question is whether their growth will be overtaken by a much cheaper AI-developed solution?

If you are a venture supported SaaS startup and are a legacy Heuristics+APIs+CRUD product, it is likely that a new AI oriented workflow is coming for you.

Investors in private markets can see this now and think that money to fund short term growth will not be rewarded. Investors in public markets no longer believe long term profitability is possible. They would rather pivot into something they think is more resilient.

This is a change in the risk calculus that has existed for the past 15 years and why the chart below is the chart below.

Good luck to all the players!

[LauraCraft @LauraCraft]

Very satisfying

[Justine Moore @venturetwins]

Epoxy floors are the latest AI renovation trend - and they’re extremely satisfying to watch

[LauraCraft @LauraCraft]

Not surprised about canceling OpenAI and them falling down in the ranking

[@jason @Jason]

cancelled our corporate @OpenAI account today; We were spending ~ $10k a year

@xai is better for real time data

@Gemini is better for travel, local YouTube

& @claudeai is much better for corporate (Cowork and Project features specifically)

ChatGPT isn’t keeping up imo ��� and I don’t trust them with my corporate data

Long game, but I think ChatGPT is 4th place now