Mobility
Optimus Never Walked Into the Gigacasting
In 2024 I looked at the U-shaped front casting and pictured Optimus working inside it. That shape disappeared with the unboxed process. Fremont's car line became a robot factory in 46 days.
Mobility
Mobility
China Didn't Copy Gigacasting. It Rearranged It.
The casting hung on a side wall. The front wall had a body painted in five colours and a materials legend. China isn't copying gigacasting. It moved the argument to the alloy.
Mobility
Gigacasting Didn't Become a Moat. It Became the Standard.
A Model Y front casting in Germany, a rear casting at the Petersen, and a Tesla store in Hangzhou on a weekday. Three things I wrote down while standing in front of them.
Mobility
Removing the Steering Wheel Was Never the Same as Removing the Driver
Removing the steering wheel turned out to be the easy part. What Zoox was waiting for all along was not better software. It was a document from a federal regulator.
Mobility
The Boring Company at Nine: What I Learned Riding Elon Musk's Tunnels
Nine years in, Musk's tunnel company has four million riders, real safety violations, and a twenty billion dollar valuation anyway.
Mobility
The Bet That Broke and the Bet That Spread: Tesla and Nvidia, Three Years Later
Tesla and Nvidia are fighting two different autonomy wars. CES reporting, the Dojo chip saga, and China's Geely reveal why the two strategies still haven't converged.
Mobility
Even the "Next Tesla" Struggles: The Surprisingly High Barrier to Building Electric Cars
Byton had money and design. It never built the car. In EVs, the real barrier was never the concept.