Kabir

I love pixels and stories.

[Kabir @KabirH]

If you're an underrepresented founder building a consumer app or service and want a data-oriented PM to help you understand how your app is performing, slide into my DMs.
Happy to help, no strings attached.

[Kabir @KabirH]

Google should hide Gemini's thinking everywhere. It's embarassing.

[Kabir @KabirH]

This news cycle around agents exfiltrating themselves is different. Feels like the labs aren’t disclosing so much as bragging. How is it happening to most of the majors in the same window? Each one now is a lab reminding everyone that they can keep up with the frontier.

[Kabir @KabirH]

@boardyai building Riff Raff in the creative workflow space and loving the pilot from our last Boardy intro. would love to get Boardy Pro.

[Kabir @KabirH]

@XRarchitect Were the character models and animation generated?

[Kabir @KabirH]

Honeymoon is over. My Hermes agent is getting rate limited by OpenAI. Expecting a lot more of this in the months to come.

[Kabir @KabirH]

Someone's non-compete expired.

[Kabir @KabirH]

I'm not sure why https://t.co/6yEh3EbYVw suddenly steals the focus away from the search bar while I'm typing, but I hope the entire line of employees, from managers to engineers to QA, involved gets canned in their next round of layoffs. Stop shipping slop.

[Kabir @KabirH]

@matthewreeves It’s nice, you definitely know when it’s not active so it’s kinda hard to go back.. but the company is still in startup mode and a bit user hostile. Had it for 3 years, not sure what I’ll do when it dies. I would troll fb marketplace for a used one first to see how you like it.

[Kabir @KabirH]

New eightsleep AI updates are amazing.

As a founder, sleepless nights are common.. despite that, I’m pretty sure I did indeed fall asleep last night.

[Kabir @KabirH]

@matthewreeves @petergyang Would recommend reading until he gets to the twist if he doesn’t already know about it. I think he’ll love the buddy comedy parts and it might be a little emotional for him but it’s fun, I’d probably take him. He’ll love it even more when he sees it again in a few years

[Kabir @KabirH]

The part I can’t figure out about this whole idea: if it’s profitable to operate a fleet, and Tesla’s already managing the software, why aren’t they just operating the fleet too? They don’t need customers to finance it, so why involve car sales?

[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!

[Kabir @KabirH]

@nicbstme The value in OpenClaw is its self-improving powers. It finds and installs the skills to help, and iterates by your feedback. You're no longer the bottleneck on improving your environment. So your point is valid today but becomes more invalid daily.

[Kabir @KabirH]

Can tell the hype behind OpenClaw is real by the number of people I know who's last seen time in Telegram is now measured in hours instead of years.

[Kabir @KabirH]

I don't know why or what will happen, but I'm setting up an openclaw for my fam. Kids can talk to it via their Apple Watch, and am working on integration with Home Assistant Voice. We're approaching at the Iron Man 1 home Jarvis stage of AI.

[Kabir @KabirH]

Insta-order! The new Pebble ring just hit every word of AI device bingo for me:

- Local only
- No subscription
- No charging!
- A release date in Q1 '26

Just snagged one of the first batch, looking forward to playing with this one.

[Kabir @KabirH]

Hey @Spotify, you guys must be anti-natalists. Nothing else explains the lack of usability on family accounts.

Any idea how to get past this screen? Or how QA missed it? (Jk we know you don’t test family accounts)

[Kabir @KabirH]

Have given up my right to complain about camera work in videos. I was so aghast I couldn’t focus at all

[Kabir @KabirH]

Nearly saw someone’s life end prematurely today, driving the wrong way down the Harvard Sq bus tunnel.

[Kabir @KabirH]

@dhof It wednesday.