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Fact Check on Self-Driving | 1Q26
Nvidia's Android Moment, Uber's Optionality, Waymo Update, and the Jensen vs. Elon Battle
 • FD
NVDA's Self-Driving Model (Alpamayo)
Implications - if successful:
 • FD
Waymo | Update (2025.12)
Waymo GMV and scale - back-of-the-envelope
 • FD
3Q Fact Check on Self-Driving
Partnerships: What Makes more Sense, Avis type or Uber/Lyft type
 • FD
Mid-Year Fact Check on Self-Driving + Some Reflections
Self-driving is going from 0 → 1. Where autonomous fleets stand today.
 • FD
Robotics: The Year of RL in Robotics
2025 is the year of agents in the LLM world—and the year of RL in robotics.
Waymo Update
May 2025: 250K weekly rides, or $200M/year
 • FD
Robotics: Cutting Through the Noise
Robotics is moving fast (lots of exciting demos lately), but there’s still so much confusion and a lack of clear benchmarks.
 • FD
$10 Trillion Robots
Why AI, data, and hardware are aligning to bring general-purpose robots out of the lab and into the real world
 • FD
China’s Robotaxi Surge: Catching Up or Pulling Ahead?
A side-by-side check on Baidu, Waymo, and Tesla’s race to disrupt ride-hailing—and what’s hiding under the hood
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TSLA FSD: Scaling Laws, Cybercabs, and the Autonomous Future
Tesla’s real-world AI is compounding fast—here’s why the robotaxi era may arrive sooner than expected
 • FD
Robotics: The Reality Check on Robotics
(And why even basic progress matters)
 • FD
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