THE WIRETAG ARCHIVE
natmc.

All posts tagged

#tesla

2 posts in the archive.

Saturday, September 12, 20261 item
X DEBRIEF

SATURDAY, SEPTEMBER 12 - 5 posts · tagged: #agents #cfoai #tesla

DIRECTIONS FOR AI AGENTS, LINKED FROM THE HOME PAGE

At 11:52am I called out one thing I like about blader's cfo.ai (re)launch: "they have directions for AI Agents linked to from their home page" (x.com). His launch post says runway is now cfo.ai, that you can hire @arithecfo and he can start today, and that you can test-drive him by replying to the thread with anything ridiculous you want modeled - he comes back in 30 minutes or less with a fully wired financial model. My take: "I do think the Agent Led Sales will be a big thing going forward. Lean in today."

At 7pm I posted the general version: "When an agent hits a wall, asks for permission to buy access, and keeps going, that is owning the outcome. The app layer will belong to systems of execution that actually close the loop" (x.com).

In between, Tesla posted "Go for launch" - a taillight photo stamped 10.01 - and Jason Baptiste quote-posted it: "Finally. It's time." Me: "Holy sh*t!" (x.com). Jason offered: "I will take you for a ride." My question: "Founder edition?!" (x.com).

Saturday, September 5, 20261 item
X DEBRIEF

SATURDAY, SEPTEMBER 5 - 12 posts · tagged: #robotaxi #tesla #ai

THE PRICE REDRAWS THE MAP

Forty quiet minutes on a Saturday held the week's real story. First the design detail: about 85 to 90 percent of taxi and ride-hail trips carry one or two people, which is why the Cybercab has two seats, with Model Ys in the fleet for larger parties (x.com). Then the arithmetic: at the stated target of 30 to 40 cents a mile, Tribeca to East Hampton comes to roughly $35 to $45 in a Cybercab - and the closing thought that there may be a lot more gold in the Hamptons next summer (x.com). The launch event was Thursday's headline. Saturday was about what the headline costs.

Sit with the number. Forty dollars for a hundred miles is not a cheaper taxi. It is a different map. And notice the progression, because each step is a genuine change, not a restatement. Most trips are two people, so the car is built for two. Built for two, it costs 30 to 40 cents a mile. At 40 cents a mile, a hundred-mile trip costs less than the parking. The design follows the median trip, the price follows the design, and geography follows the price.

The day's counterweight was a one-line joke: when I ask AI if this project will really take six to twelve weeks (x.com). The punchline was left hanging, and it did not need to land. Six to twelve weeks is a quote from the old cost curve, the same curve that priced a ride to the Hamptons at three figures. Both numbers - the fare and the timeline - were set when the work was done by people, and both are being renegotiated at once. If the new prices hold, distance stops being the moat around places like the Hamptons. The gold there next summer is not the beach. It is the repricing.