David Harries

[David Harries @davidjohnha]

@Nike @nikerunclub Loving the Nike Run Club app! One small but powerful feature request: Please add cadence per split (like we already get pace/speed per mile/km). Right now cadence is only the full-run average, which makes it hard to analyze form changes during the run. Thanks!

[David Harries @davidjohnha]

@Sportleus @bradsferguson It is common for merging companies to negotiate and agree on relative ownership percentages rather than a set price. This is the only way I see a merger work between two companies with such volatile stock!

[David Harries @davidjohnha]

@Glinner Graham, can you help write it when it gets a new reboot in a few years?

[David Harries @davidjohnha]

@DillonLoomis Agreed. Except Uber may survive with its freight and food delivery services. Sometimes companies don’t die, they just get smaller.

[David Harries @davidjohnha]

It follows that conciousness MUST perform some useful process in the brain, otherwise evolution would have got rid of it. We know the brain is capable of performing many tasks practically unconsciously. But consciousness is needed in complex or novel situations. Is it a circuit we turn on in the brain when needed, or an emergent phenomena that occurs when the complexity goes above a certain threshold?

[David Harries @davidjohnha]

If they can get to break even by 2028 it would be an amazing effort. But it should be noted that Tesla are offering rides half the cost and will be scaled up by then. Waymo will be forced to cut prices to compete. I just don’t see a path for them to ever to make a profit.
Tesla will always beat them on cost, that’s their main strength. Look at EVs. Others can make extremely compelling EVs but no one can even come close to them on a cost basis.

[David Harries @davidjohnha]

@LeilaniDowding Yes you do need the right technology. But remember that 30,000 people are seriously injured or killed in the UK each year in car accidents. In the entire world, over 1 million people are killed each year.

Tesla FSD is far safer than human drivers. The future is autonomous.

[David Harries @davidjohnha]

@SteveVergenz @AIDRIVR My response rate would go up drastically. I never respond currently because I’m driving! I don’t want to be looking at the screen at the very moment I’ve decided I need to focus on driving!!!

[David Harries @davidjohnha]

You’d get to 80% if a cyber cab generated $100k net profit over its lifetime. At current prices that seems entirely reasonable. But yes, as they scale up to multiple millions of taxis the price will come down and also the margins. So it depends on your time frame. For the next few years 70-80% is a reasonable estimate.

[David Harries @davidjohnha]

I remember an interview with Gary Kasparov where he asserted that though AI could beat humans at chess, human plus AI was better that AI alone. This was true for a brief time until it wasn’t. At some point AI becomes so powerful that having any human involvement is a detriment to the end result. Companies with the least humans will end up being the most successful.

[David Harries @davidjohnha]

@bradsferguson Some people just don’t have the stomach to invest in $TSLA. But seriously, why would anyone sell just as they start CyberCab production? This guy clearly doesn’t understand what’s about to happen.

[David Harries @davidjohnha]

@NickGibbsIAG Ground truth today maybe, but it’s advancing exponentially. What happens when AI is 10x more capable? What about 100x or 1000x? A million? There’ll come a point when having a human in any process is a hindrance. AI is under hyped if you look out just a few years.

[David Harries @davidjohnha]

@Gfilche @decruz @X Salmon must be frozen prior to being eaten raw. This kills all parasites. Most wild salmon you can buy is frozen soon after being caught and then thawed later for sale.
If you ever buy ‘never frozen, fresh salmon’ do NOT eat it raw!

[David Harries @davidjohnha]

@garyblack00 Might be your last chance to pick up $TSLA below $400

[David Harries @davidjohnha]

Tesla will win on cost per mile AND quality of service.
Cheapest service, shortest waiting times, safest vehicles, best driving AI.
They will expand fast, while making huge profits along the way. The competition will expand slowly whilst losing money at every step.
When there is a step change in quality of product you don’t need to advertise. I personally never saw an ad for Uber.

[David Harries @davidjohnha]

It’s really a merger not an acquisition, as the companies are of similar size. Any premium for TSLA stock holders would mean more dilution for SpaceX shareholders. They’d need to vote on this too!

Also you are assuming current stock price. Tesla will potentially have a much higher market cap in the coming months. How can you judge relative value with such volatile stocks?

How about scheduled share swaps over a set period based on market prices, leading to an eventual merger down the road?

[David Harries @davidjohnha]

@munster_gene Waymo is already dead, they just don’t know it yet. Terrible investment.
As soon as Tesla offers a better service, at a lower cost, with a shorter waiting time, who is going to choose Waymo?

[David Harries @davidjohnha]

Of course Elon thinks we landed in the moon!!! Seriously why is this even debated?
There’s a mountain of evidence proving we did. The first Apollo moon landing site has literally been photographed numerous times by probes launched by other countries. Also Myth Busters debunked all the dumb gotchas, like the flag waving. The whole idea of a conspiracy involving 100K+ people is incredibly dumb.

[David Harries @davidjohnha]

@farzyness Nope. The drivable version of the cyber taxi was cancelled. You cannot simply add a steering wheel to the RoboTaxi version and sell it as a user driven vehicle.
Regulators will fall in line as the network proves itself to be safe. The future is autonomous.