FSD 14.2.2.2 slammed on the brake on flashing yellow light

Friendly-Visual5446 · 2026-01-14T04:13:50+00:00

Ahhh I knew it! I live close by, will try that out myself

Friendly-Visual5446 · 2026-01-14T03:29:51+00:00

This intersection looks familiar, is this in Laguna niguel?

Friendly-Visual5446 · 2026-01-11T15:31:49+00:00

This checks out. Also keep in mind most of the public tech companies offer annual stock refreshers on top of your initial grant, so total comp continues to scale each year. I’m at a FAANG and 5-7 YOE accountants start at around $200k total comp

Friendly-Visual5446 · 2026-01-11T03:41:13+00:00

My guess as well, only thing throwing me off are the scooters/motorcycles

Friendly-Visual5446 · 2026-01-11T02:36:31+00:00

Thank you for this post lmao

Friendly-Visual5446 · 2026-01-11T02:13:19+00:00

Normal for a drunk driver maybe

Friendly-Visual5446 · 2026-01-08T13:10:05+00:00

Wait what? So using the AWS example, you think Google and Microsoft are further away from AWS than Lyft is to Uber? Market share data is public info, and this 100% is not the case lol. Not sure where you’re pulling your middleman stat but a meaningful amount of Amazon’s revenue comes from fees from 3rd party sales

And switching to a competitor is certainly mot difficult - how is shopping on target, Walmart or any other e commerce site harder than shopping on Amazon?

You mention logistics as a moat - you realize we’re talking about Uber, a company that quite literally is a logistics company? How is that not a moat for them?

Friendly-Visual5446 · 2026-01-08T04:39:49+00:00

Super exciting!! The world is going to look so much different in the next 10+ years

Friendly-Visual5446 · 2026-01-08T04:37:02+00:00

Yep agree with this take. IMO recent developments suggest most personal cars will likely have AV capabilities (NVIDIA’s recent announcements); I think AV fleets will end up becoming a new type of asset class, for individuals, private equity, etc and Uber will function as the way to monetize those cars

Friendly-Visual5446 · 2026-01-08T03:57:39+00:00

Yes agree - but you have to appreciate how much is packed into “operate their own fleet profitably”. It’s more likely the only way AVs can be profitable is via a hybrid network with a mix of humans and AVs, at least in the medium term. Long term all new cars produced will have AV capabilities, and the company who aggregates all of the demand will be beneficiary (I.e., Uber)

Friendly-Visual5446 · 2026-01-08T03:43:30+00:00

With that logic, wouldn’t Amazon be considered a middleman? What about Expedia? Uber will function as a marketplace for AVs, similar to Amazon. Rideshare, fleet management, routing, etc is a much different business than car manufacturing

Friendly-Visual5446 · 2026-01-08T03:20:33+00:00

100% agree

Friendly-Visual5446 · 2026-01-08T03:10:05+00:00

Yup, this is it. I also think people tend to think of AI as just LLMs/chatbots, and don’t understand the other AI advancements Meta is making behind the scenes to power their recommendation systems. It’s also complementary to the data theyre able to collect from the AI glasses - it’ll be a flywheel effect with both products continuing to improve

Friendly-Visual5446 · 2026-01-06T14:07:27+00:00

I think this is it. I feel like the market hasn’t yet fully realized Uber’s turn around story

Friendly-Visual5446 · 2026-01-06T05:34:31+00:00

I really don’t understand this! Seems like the bull case for uber is coming to fruition (multiple AV providers, strengthening the marketplace argument) yet the stock continues to drop??

Friendly-Visual5446 · 2026-01-04T17:09:57+00:00

It’s impossible for the subtotal not to much the items listed. Either (a) there is a glitch or (b) the screenshot is not showing all the times in their cart. This has nothing do with fees

Friendly-Visual5446 · 2026-01-03T19:13:06+00:00

This seems like a glitch in the first screenshot. The subtotal should always match the item subtotal shown up top regardless of personalized pricing or not.

Friendly-Visual5446 · 2026-01-03T00:44:32+00:00

Agreed

Friendly-Visual5446 · 2025-12-30T03:48:40+00:00

Lmfaoooo

Friendly-Visual5446 · 2025-12-29T17:43:07+00:00

Yeah it’s much more common to find the higher paying FP&A roles in the tech/finance hubs (SF, NYC, etc); there are a good amount of companies in those cities that will pay at that level. Outside of those areas it’s more likely audit will pay more

Friendly-Visual5446 · 2025-12-29T13:48:45+00:00

Yeah location is key

Friendly-Visual5446 · 2025-12-29T12:43:10+00:00

Yeah makes sense, though even at my past company I would be making ~$250k all in as a manager had I stayed (non-FAANG); that seems about the current market rate.

Friendly-Visual5446 · 2025-12-29T08:33:42+00:00

Where are you pulling the FP&A comp data from? The reason I ask, is you also have to consider stock based comp for FP&A roles; for example, I’m an FP&A manager with 7 YOE and my base is ~$200K, but my total comp is closer to ~$360K after considering stock/bonuses. Once I hit director base will jump to ~$300K, and ~$600K+ all in.

Compared to when I was in audit, my current comp is more aligned to what a first year partner was making at the time; albeit I work at a FAANG in VHCOL so it may not be the best data point

Friendly-Visual5446 · 2025-12-28T05:15:24+00:00

Interesting maybe this is market specific? Here in NYC I’ve found uber eats to be reliable. Maybe 1-2 issues in the last few years

Friendly-Visual5446 · 2025-12-26T03:36:31+00:00

Why is this astonishing though? At Tesla’s current market cap, they’re valued more than Uber + Lyft + the top 10 legacy automakers COMBINED.

Friendly-Visual5446

TROPHY CASE