Tech Equity Engineer @TechEquityEng
Fortune-500 Engineer managing $1M+ 📈I break down moats so you can invest in tech without hype🤖Follow my journey to a multi-million dollar portfolio 💵 Silicon Valley Joined July 2023-
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@grantbelden @elonmusk Let’s see if the commodization prediction comes true!
Autonomous capabilities are going to be in every car by 2030. AVs will be commoditized. Two principals mainly supporting this thesis: 1. Hardware costs historically comes down with scale (look at Lidar costs dropping from tens of thousands to hundreds). 2. Ai models for both inference and training (think world models), are exponentially getting better every year. It’s easy to conclude that L4 is within reach for most companies working on self-driving. Less real world miles are needed today compared to the past. Aggregators stand to benefit the most in this autonomous future.
@motionaldrive has been flying under the radar, quietly preparing for a driverless launch on Uber in Las Vegas in Q4. I had the chance to spend half a day with the Motional team today, and took a driverless Motional for a spin through Vegas. Flawless ride - can't wait for
Incredible for the long term. But for short term holders, I do expect some drawdowns after the hype dies a bit for $META, and especially when OpenAi / Anthropic releases their agent applications as well. I think OpenAi hired the OpenClaw creator early this year so we know for sure they have this product behind the scenes already.
@f1_amit Yes I believe they can do it. 30k would likely be at the end of 2030.
$AUR Investor Day Updates 🚀 The commercialization phase of autonomous trucking is here folks! Aurora is scaling rapidly and they are on track to end 2026 with 200 driverless trucks operating in the real world. By 2030, they're targeting over 30,000 trucks on the road. Thats 150x from 2026's volume. This is driven by a massive drop in hardware costs, scaling production up to 20 trucks per week by October, and enormous customer demand from carriers like Hirschbach. The technology is proven. Over 500,000 safe driverless miles since launch. Customers are seeing trucks average over 225,000 miles a year, crushing traditional utilization rates. We are witnessing the decisive inflection point in how goods move. The path to immense economic value and profitability in this sector is wide open. The TAM is a whopping $1T. 🧵 👇
@FindleysFinance And now it’s ATH 🤣
@firstadopter It all comes down to memory. Ai needs memory for context or else it’s useless. That’s why I like $DRAM so much
@Waves8 Crazy it dipped 10% early on. Typical manipulation, selling the news.
@bullishchart Management has a proven track record of hitting milestones as well. This is very bullish. Great for long term investors. I expect choppiness in near term.
2030 is not the end. They will quickly double to 60,000 and hit 10B revenues soon after. This is because their partnership allows them to make 10,000 trucks per year. They will likely announce robotaxi and other use cases in 2030 as well is my bet, since Urmson already mentioned it. If growth continues to compound, they enter new markets, the stock will have a high multiple. There is no way that the leading autonomous truck company in a $1T TAM that is scaling non stop for the decades ahead is going to be valued at 20x in 2030.
If they make 3B in earnings a year, continue to grow revenues and earnings in double digits each year going forward, slap a 30-50x multiple and you get 100B. Even if you cut all of these estimates by 50%, a 50B marketcap is a great win still. That’s 4x your invested money in 5 years.
4/ $AUR is sitting at a $13B market cap right now, but the math heading into 2030 is hard to ignore. We are looking at a scenario where they could be generating $3B+ in annual profits, with revenue growth accelerating as they scale. If they keep executing at this pace, maintain their position as the market leader, and scale up their hardware production as planned, seeing a $100B+ market cap by the end of 2030 feels like a very real possibility. The commercial inflection point for autonomous trucking is finally here... T.E.E. 🦾🤖
3/ 30,000 trucks total targeted for 2030. I expect this exponential growth to continue, so they will likely hit 50,000+ trucks by 2032.
@itskyleconner 1 partner: “look, that can’t even manage to get more partners” 3 partners: “too many partners, no strategy” 💀💀💀 there’s no winning
@wallstengine Nice! Uber likely will know the best data to collect that will be helpful for orchestrating their fleet.
Happy to see all the recent exposure $AUR has been having in the media! 👇
ICYMI from #Actuate26: After 20+ years building autonomous vehicles, @aurora_inno CEO @chris_urmson joined Foxglove CEO @adrianmacneil to discuss what it takes to move autonomy from technical breakthrough to safe, reliable, commercial deployment at scale. Watch the full
@BartolomeoGuy1 The current deal doesn’t expire until early next year so no announcement yet
Semrush August 2026 Data. $RDDT is the 3rd most visited site in the USA, and 6th globally. $30B marketcap…growing 60% YoY. They have only BEGUN to monetize. See why I like Reddit so much as an investment?
@crowdturtle Absolutely, 0 value accounted for data licensing
@crowdturtle $RDDT is easily $300 in a year or 2 IMO.
CT @SADBOY2430
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Champ @Champ97284937
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Dan Ives(Private) @DivesTec826
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Walter Larrimore @WallyGIII
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Invest with Uncle Scr... @ScrooogeUncle
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เงินโต �... @NgoenToTH
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I45_Autonomy @bbrooklynboss
384 Followers 1K Following Tracking the driverless freight revolution from Houston, where the trucks actually run. Fleets, regulations, economics, deployment. $AUR .
Pick6 @Pick6
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TexasTSLA @TexasTSLA
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Jonah Lupton @JonahLupton
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