None of the factors involved are of the kind that change meaningfully with tech progress (self-driving hardware will get cheaper, but that's not a big factor)
MARKET TRENDS
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AI Drivers: Assuming Human-Level Performance with New Operational Costs
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Here I'm assuming we'll have AI so good it will be able to do what a human driver can do, with no new downsides. In practice, there will be various new unit costs, including the labor cost of remote monitoring/operation.
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Labor costs represent only 20-40% of ride prices, not 90%
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You seem to assume that labor cost is 90% of the price of a ride. In reality it's 20-40%. Ride price won't drop much (there are also new costs centers that arise). In fact Waymo is currently more expensive than Uber in SF.
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Billionaire Tech CEOs Battle on Social Media: Reality Show Drama
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There's no better reality show than watching billionaire CEOs fight with each other on social media!
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Elon Musk and Sam Altman Public Conflict Reaches New Lows
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Eso sí, algo debe haber triggereado a Elon porque nunca había llegado a estos niveles de bajeza discutiendo en público con Sam. Madre mía…
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Marketing Teams Must Urgently Pivot Strategy for AI Era
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If your company has not had a red alert all-hands among your marketing/ads/search team to pivot and make a new plan for the AI era, you are extremely – and I mean extremely – behind. Do it in the next 2 weeks. Read my recent newsletter on AI SEO as prep:
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Musk vs Altman: Legal Battle Over Apple App Store Favoritism
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C’est la guerre sur X entre Elon Musk et Sam Altman ! Voici ce qu'il se passe : 1. Ce matin, Musk annonce qu’il attaque en justice Apple, affirmant qu’ils privilégient OpenAI sur l’App Store. (En gros, l'app #1 sur le store est OpenAI, hors c'est impossible si on se fie aux
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Ford’s $5B EV Push, GitHub Leadership Change, Tech Headlines
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Top stories in tech today: – Ford invests $5B to build affordable EVs
– Github’s CEO quits, Microsoft takes over
– Secretive startup Periodic nabs millions
– SpaceX now controls a city’s water supply
– Quick hits on other tech news Read more: https://
tech.therundown.ai/p/fords-ambiti
ous-5b-ev-reboot
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Quantum Computing Faces 3 Major Barriers Before Mainstream
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Quantum Computing Faces 3 Major Barriers Before Going Mainstream Quantum computing holds tremendous promise—but key challenges in hardware, software, and ecosystem readiness must be addressed before it becomes widely viable. Read more