SpaceX Starship Next Day Package Delivery Economics

April 2, 2025 by Brian Wang

SpaceX Starship could have significantly faster delivery options (12, 24 and 48 hours) compared to the current express standard of under five days. How much demand could there be for this service? People could be willing to pay 2X to 4X the price for ultrafast package delivery. Current express delivery is about 17% of total …

What is More Valuable Than Tesla FSD Robotaxi? Robotrucks.

March 30, 2024March 26, 2024 by Brian Wang

Tesla FSD is making huge progress on a weekly basis. Like all AI products like Open ChatGPT and the chess and Go AI programs this will continue. Those looking at the nearterm are looking at take rates or percentage of Tesla buyers who buy Tesla FSD. Those looking out are looking at Robotaxi but I …