Uploaded November 2025 | Updated September 2026, 6 hours ago

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Tesla Robotaxi – Robotaxi app rolled out to all Apple iOS users. People are getting instant access.
Fleet appears to have scaled from ~50 → ~200 vehicles in Austin (possibly similar in SF. Lower wait times from 10–20 min to 3–4 min despite huge demand surge.
~500–600k miles/month now; only 7 minor accidents reported (all fender-benders).
Texas already effectively unsupervised (safety “monitor” ≠ driver).

AI Landscape is extremely bullish

xAI Grok 4.1 briefly #1, then Google Gemini 3 took #1. BUT both Google and XAI are far ahead.
Scaling laws still hold → more compute = better models → Nvidia wins big.
Nvidia crushed earnings again (+20% QoQ guidance). Blackwell ramp smooth, Rubin coming 2026.

Grok 5 coming Jan 2026 (6T params, big leap); Grok 6 later in 2026 even bigger.



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