The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Tesla's camera-only autonomy strategy trades hardware savings for software difficulty
“Elon is doing camera only. Tougher on the software, cheaper for the hardware, ok?”
Uber is partnered with Chinese autonomous operators Baidu, WeRide, and Pony
“So there are Baidu WeRide, Pony are all on the road today, no safety driver. We are partners with all of them.”
Solid-state LiDAR costs have dropped from $20,000 to $300-$500 per unit
“LiDAR was 20, 30,000 bucks a pop like five, six years ago. Now solid state LiDAR is 300 to 500 bucks a pop.”
Tesla currently intends to launch its robotaxi network independently without Uber
“At this point they're looking to go it alone”
Uber generated over $8.5 billion in cash flow over the last year
“The past 12 months we've had over eight and a half billion of cash flow.”