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Same cities, searching for "shortness of breath", normalized to the same scale and zeroed to the 2019 average.

Starting with the Big Apple

h/t: @DoctorChaosPhD
LA seems a little behind
Just getting into Houston(?)
Chicago, still early(?)
Phoenix, still early (?)
Philly
San Antonio, not yet(?)
San Diego
Dallas, seems so
San Fran 😬
Austin
Jacksonville
Charlotte
Colombus
indianapolis
Seattle
Denver
Our nation's capital
Boston
Miami
These searches were scaled to the max search volume for the medical condition (dyspea) in Lombardy

(nb not a like-for-like comparable)
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Brett Winton
@wintonARK
top ~20 cities in the US, starting with NYC

let's see who's wondering about a cough...
LA seems to still be incubating
Chicago, any reported cases? Because people are searching
Read 21 tweets
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Brett Winton
@wintonARK
Thinking about Tesla bridging to RoboTaxi via a Tesla-only ride-share network.

Makes a ton of sense.

Is potentially disastrous for Uber/Lyft.

But requires some savvy/tetchy execution including more complete vertical integration through the finance function.

(thread?)
Why does Tesla doing ride-share make strategic sense?

The company has a data advantage today but could magnify it if their drivers drove more, and if those drivers were more autopilot/FSD dependent.

2/
A ride-share driver will do ~5x the miles of the average Tesla owner and will be much more likely to rely upon (and test) cutting edge driver assistance features.

Every Tesla that sits parked is an underutilized data-asset for the company. Ride-share will increase data-yield.
3/
Read 31 tweets
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Brett Winton
@wintonARK
Prediction: Netflix (and Disney) become theatre chain owner-operators.
Netflix's price segmentation is all messed by the cinema-chains refusing to distribute their content without 60 day windowing (whereas optimum is something like 2 weeks.)

In essence Netflix is missing out on the $4/hour customer-set and monetizing everything at $0.20 per hour
They could do all kinds of interesting things with subscriber bundles (movie-pass, but solvent!) and content-length (stranger things marathons!)
Read 7 tweets

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Going to issue… not a “correction” to this thread, but an attempt to tug it back a bit from proscriptive language that made it sound too rules-y, when I think the only writing rule you need is “Find what works for you and hone it to a sharp point.”
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