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Waymo's Custom Silicon Is a Real Step Down in Cost. At $125,000 a Car Against a Cybercab We Put at $20,000-$30,000, It Is No Threat Yet to Tesla's Scale.
Waymo cut $75,000 out of its robotaxi in one generation and its new 5nm ASIC is a genuine piece of engineering. It is also a front-end sensor processor whose 1,000-plus TOPS run before the driving stack, and it sits on the small half of a vehicle Morgan Stanley puts at $125,000 — four to six times what we estimate a Cybercab costs to build.
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TSMC Added 14 Points of Gross Margin While Tripling Its Quarterly Revenue
TSMC joins coverage with a Rule of 40 of 56. Revenue went from $15.7B to $40.2B a quarter over three years, and gross margin went from 54.1% to 67.7% at the same time — the combination almost nothing at this scale manages.
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