The analogy is Starlink. Start with direct to home internet connectivity. Expand to all connectivity. Autonomy is inevitable.

Just drove the new FSD Mad Max mode. It adds a speed tier above Hurry, so max speed settings don’t look like they’re coming back. $TSLA dropped 2 FSD updates since our last Autonomy Markets Podcast. Looking forward to breaking it down again this Saturday.

Will new Verizon CEO Dan Schulman unleash a price war in US Wireless? $VZ $TMUS $T The LightShed Podcast, Ep. 283. With Brandon Ross and Rich Greenfield, LightShed 🔦

Autonomous fleets are willing to make the investment in charger networks. Cities should look to partner rather than resist.

The Tesla cars operating in The Boring Company tunnels under Las Vegas will be driverless in a month or two

The latest episode of #AutonomyMarkets is available now. Watch or listen on your favorite podcast player. Tesla FSD 14 Updates and Waymo’s Latest Moove Away from Uber $TSLA, $GOOGL, $UBER, $LYFT, $DASH lightshedtmt.com/ls_media/ep-59…

Ole Miss ball boy is legend.

Less than a week since the last update and $TSLA already drops FSD 14.1.3. I’ll take it for a spin and once again break it down on Autonomy Markets this Saturday.

"People don't know what they don't know" Barden is back baby!!

Remember when people said Uber and Amazon would never make money? Look at their free cash flow today. OpenAI $AMZN $UBER The LightShed Podcast, Ep. 284. With Brandon Ross and Rich Greenfield, LightShed 🔦

The Schulman Effect. $T $VZ $TMUS lightshedtmt.com/lightning/the-…

The latest episode of #AutonomyMarkets is out now. Watch or listen on your favorite podcast player. Tesla’s Robotaxi Scale Plan, NVIDIA’s Autonomy Ambitions $TSLA, $GOOGL, $NVDA, $UBER, $GM, $BIDU, $GRAB lightshedtmt.com/ls_media/ep-60…