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“even Waymo and so on has very few cars and they're doing that roughly speaking because they're not economical... they had to make it uneconomical. So they…”
@Dwarkesh Podcast
Tesla's camera-first self-driving is the scalable winner over Waymo's sensor-heavy approach
TSLALONG@ $433.42
$313.72-27.62%
since call Oct 17
“pre-AGI education is useful, post-AGI education is fun.”
@Dwarkesh Podcast
AI tutors that explain concepts for free gut the paid answer-wrapper model; Chegg's moat is structurally gone.
CHGGSHORT@ $1.28
$0.97+24.72%
since call Oct 17
peak +39.9%
TIMESTAMPS
109:51
128:34