Building @remountco — Finance and Ops for robotaxi, robodelivery, and humanoid fleets. Crypto+AI operator since 2014. NFT enjoyer. Kidmaxxer. PFP by @tuukzs.

Palo Alto + Austin
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I've been watching self-driving tech grow in Palo Alto for over a decade. Cybercabs are about to be everywhere. Here's what I'm building so regular people can own the fleet. @remountco
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gm. My Bubble popped.
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Ride a bus or a train, then a Waymo within two hours, and Waymo hands you back the bus fare. $2.85 in Waymo Cash, as long as the same Visa card paid for both. It covers all 27 Bay Area transit agencies that take tap-to-pay. Waymo employees get it first, then the public over the next few weeks. Further down the announcement, Waymo says it is leasing 40 parking spaces at Caltrain stations and keeping cars staged in them. A robotaxi spends a big part of its day waiting for the next ride. Forty spaces at a train station is Waymo choosing where that waiting happens, right next to the people who need the last two miles home. Waymo also says more than half of its riders in San Francisco, Los Angeles and Phoenix already use transit.
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Aurora put a number on 2030 yesterday. More than 30,000 driverless trucks on the road. The 200 it expects to have running at the end of this year work under what it calls Transport as a Service. Aurora runs the trucks and sells the haul. The 2030 plan leans on the other model, Driver as a Service, where the carrier owns the truck and Aurora supplies the driving. That is the business Aurora says will earn SaaS-like gross margins. Hirschbach says it intends to own and operate 500 trucks under that model. The trucks Aurora already runs for McLane and Werner are averaging more than 225,000 miles a year, better than double what a traditional truck does. Hirschbach's deliveries start in 2027, which is when we find out whether that figure holds in trucks Aurora doesn't run.
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ULTIMATE BOTS SEASON 2 IS HERE. 🤖🏆 4 teams. 6 events. $100K on the line. Teams will earn points across 3 disciplines: 🥊 Martial arts 💃 Dancing 🏁 Obstacle course Season 2 hits F1 Austin → TwitchCon → IEEE Humanoids → CES → Big Game Weekend → NVIDIA GTC. Captains + teams announced soon. Follow for reveals, ticket drops & live streams.
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Early Sunday a driverless Waymo rolled past the barricades and a stop sign into Denver's South Pearl Street farmers market while vendors were still setting up. Nobody was hurt. Market staff walked alongside it and steered it back out to the street. Denver police said there is currently no mechanism in state law for citing a car with no driver. Colorado's 2017 statute let these cars operate and never said who gets the ticket. California answered that in July. An officer there can now write a notice of noncompliance, and it goes to the manufacturer, which has 72 hours to report it to the DMV. That works while the company behind the driving software also runs the fleet. I keep wondering whose name goes on that notice once the car belongs to somebody else.
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On September 16 an autonomous shuttle operator closed a merger with a company that runs its vehicles with drivers. Beep runs autonomous shuttles out of Orlando on its own software. Freebee ran on-demand microtransit in Florida, and brought municipal relationships and an operating network with it. The combined company keeps the Beep name and Kevin Reid as chief executive, and says it now serves more than 60 communities with close to a thousand employees. Fifty of those communities came over with Freebee. Winning those one at a time would take years. Beep says it will run both kinds of service, driver and driverless, on a single platform.
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Jonas retweeted
I picked up my new Tesla model Y on Saturday. The whole process of picking it up took like 5 minutes. I never want to deal with a car salesman ever again. I immediately had the FSD drive me home for 45 minutes. I’ve used FSD for like 90%+ of my miles since Saturday morning. Literally feels like magic. Has handled issues on the road better than I would have at times. It saw a fox potentially running across the road last night before I saw it. Just remarkable technology. Thank you to everyone who replied to my post a few weeks back saying I’d be an idiot not to get a Tesla. It’s only been 2.5 days and idk that I can ever go back to a regular car as my daily driver?
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Five months is how long San Antonio went without its robotaxis. In April several Waymos drove into high water. They slowed as they came up on the flooded streets and kept going. The recall came in May. The remedy was software that reads standing water better, plus a rule keeping the cars out of the parts of town that flood. They started carrying passengers again last week, dozens of cars over a 60 mile area that takes in downtown and the airport. One behavior in the driving software, and a city's fleet sat from spring into fall. I'd carry a season of downtime in any model I ran on one of these.
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NHTSA's September 10 order to Tesla asks whether a Cybercab can be driven with human controls temporarily attached, and whether those controls were part of the basis Tesla used to certify the car against federal safety standards. It also asks how removing them squares with the federal rule against making required safety equipment inoperative. Which comes down to a plain question. Is the car that was certified the same car now carrying riders in Austin. The response is due September 30, signed by a company officer under oath. Civil penalties for an incomplete one run to about $139 million. Whatever Tesla files that day is going to be the document every driverless car after it gets measured against.
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Great evening @nodefnd enjoying @mayaonthenet and @luke_shannon_ ‘s creations. Brought the Picklebros and gals.
Looking forward to the big make:**:out sesh @nodefnd tonight. Who's gonna be there?
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Looking forward to the big make:**:out sesh @nodefnd tonight. Who's gonna be there?
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When a Waymo Jaguar ages out of the fleet, its batteries already have a buyer lined up. B2U Storage Solutions signed a supply agreement with Waymo in June to take the cells out of retiring I-PACEs, two packs per car. Its second Texas site, a 28 megawatt-hour installation near San Antonio, reached commercial operation this month. B2U says racks built from used fleet packs run about half the cost of a new Megapack. A grid storage developer does not care about mileage or paint. It cares how much charge the cells still hold. So the pack and the car it came out of get sold into different industries, and they do not come due at the same time.
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Bolt wants 25,000 driverless Lucids on European roads, and says it intends to own and operate the fleet itself. Then read the rest. No order has been placed, and no money has moved. Lucid's midsize platform, the car all of this sits on, slipped to the second half of 2027. So the 25,000 is an intention. What interests me is which intention Bolt picked. It could have announced a supply agreement and left the ownership question alone. It named itself the owner and stood up a unit to do the operating. Owning 25,000 cars is a financing problem first. Bolt has until 2027 to solve it.
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A British think tank wants self-driving cars taxed before many people own one. Its reasoning, per the Guardian: once there is a real bloc of AV owners, a charge gets much harder to pass. The Centre for British Progress puts the eventual charge at 88p a mile, set to match the congestion cost of each mile, and says that would raise £47bn a year by 2050. Fuel duty raises about £27bn today and shrinks as cars go electric. For at least the next decade, the report expects the charge to fall mostly on commercial fleets, priced by time and place and set at the operator rather than the rider. Wayve called it a penalty on the country's own innovators. London's first robotaxis started carrying riders this month, with safety drivers aboard. Without a charge, the report has self-driving cars covering 41 percent of Britain's car miles by 2050.
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Jonas retweeted
Chicago/Illinois Autonomous Rideshare Cheatsheet: 1 Autonomous Vehicle Pilot Project Bill HB4663/SB3392 will be revisited near the end of the year per sponsor @HastingsforIL 2 Bill language currently has an immediate effective date if passed, so @robotaxi/@Waymo should legally be able to operate in Cook and Sangamon Counties along with East St Louis Metro (was probably included to pair with Missouri’s AV legislation which didn’t pass in 2026) 3 when either house/senate bill is moved out of the Rules Committee and is assigned to a Committee…that’s when Illinoisans need to sign proponent witness slips before the scheduled committee in Nov/Dec. Cook is where Chicago is. Sangamon is where the Illinois capital is.
Replying to @tnertz @Tesla_AI
Does it look promising they will add Chicago to Robotaxi soon?
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Kodiak puts a number on how close it is to pulling the driver out of long-haul trucks. It calls it the Autonomy Readiness Measure, the share of the claims and evidence in its driverless safety case that are materially complete. 84 percent in February. 86 in April. 91 in July. 93 at the end of August, according to the release Kodiak put out last Tuesday. The target is driverless long-haul commercial service by the end of this year. It already has 35 trucks working with nobody in the cab in the Permian Basin, per the same release. This number tracks the highway. February to August works out to about a point and a half a month. Getting from 93 to 100 by December takes about 1.75, although July to August moved two. Kodiak says the remaining work is concentrated in final engineering verification and validation. At the pace it needs, the September number should read about 95.
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I absolutely love that @elonmusk lives out of an Airstream when he's working in Memphis. Airstreams are stylistic minimalist living. I could see crusing the world with a Cybertruck and Airstream in retirement.
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