Looks like they are close to breaking even on a unit economics basis in a few cities but I think these would also change when you have exhausted demand in the city the utilization rate is a bit lower. Currently they are supply bound so less vehicles are idle.

better cars equipped with all the sensors or is it because of the human itself. It might be very well that indeed Waymo drives better.

For some of these studies, Waymo should actually put the human in the Jaguar cars with access to all the sensor data (via a 3D visualization or an alert system) and let them drive in the same geofence as the self driving Waymos. Otherwise it is difficult to say if the effect is due to ...

Following up on this - Indeed does seem like they were using ChatGPT to parse the grant text and then mark grants for cancellation in a csv with possibly the reason attached. Someone still has to manually review them but I guess they agreed with whatever the LLM said. Ref: sahillavingia.com/doge

Or it might be just the output of a LLM?

Nitpick: I think you mean $399M in Operating Income.

Also, given that Tesla doesn't buy back stock, the stock based compensation leads to dilution every quarter and this could be added as an expense to shareholders.

(P.S. - I am not long or short $TSLA)

Is this figure (no pun intended) public? They do seem to be raising another 1.5B round? techcrunch.com/2025/02/14/f...