Why I'm Building Remount

New here? This is the two-minute version of why I’m building Remount. Watch it, then read on for what’s happened since.

A couple weeks ago I made a short video about why I’m building Remount - me in my driveway in Palo Alto, the cute Google Bugs that grew up into Waymo, the Tesla in my garage that drives me around most of the time. If you’re new here, start there. It’s the two-minute version.

This note is the part that’s happened since.

When I put up the site, I figured the people who’d care most were rideshare drivers - the folks whose jobs the Cybercab is about to absorb. I was wrong about who showed up first. In two weeks, more than 150 vehicles’ worth of intent came in, and most of it came from builders: founders, crypto operators, AI people. The ones who already believe the autonomous economy is coming and would rather own a piece of it than watch it happen.

The bigger surprise was what the conversations taught me. I’ve spent the last two weeks talking to fleet operators, a rental-branch GM, a guy with a structured-finance background who wants to put 60 of his own Cybercabs to work, and a couple of engineers who offered to build our software. Same lesson from all of them: the hard part isn’t the financial wrapper. It’s the operations. Who charges the car at 2 AM. Who cleans it after the passenger who didn’t care. Who swaps the tire, files the claim, keeps it earning instead of sitting in a lot.

That’s the actual business. Tesla will run depots in the big metros, but they won’t run every car in every city - and nobody has built the operations side for everyone else. So that’s what we’re building: the depots, the charging, the cleaning, the dispatch, the reporting - the whole unglamorous machine that keeps a fleet earning, in the cities Tesla won’t touch directly. Five friends, $1,000 each, is how you get a seat. Running the cars well is what turns that seat into income.

More on all of it in the weeks ahead. For now, here’s what happened in autonomy this week - the stuff that tells you the window is real.

Jonas

Autonomy roundup - what you may have missed

Tesla dropped new glossy Cybercab footage, with a tagline that says it all: “The future of abundance starts now.” The car’s real, it’s gorgeous, and abundance is exactly the right word. The only question left is who gets a share of it.

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Cybercab set an efficiency record: 165 Wh/mi, 36% better than a Model 3. On a car you drive on weekends that’s a bragging right. On a car earning 22 hours a day, every Wh/mi lands straight in the operating margin.

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Tesla’s depot build-out is accelerating, and now we can see the blueprint. New filings detail a 35,000 sq ft Cybercab maintenance facility in Irving, TX: dispatch, service, repair, cleaning, 16 V4 Superchargers, and 212 vehicle-storage stalls. Tesla is pouring concrete fast, but they can’t build one of these in every city. That gap is the whole reason Remount exists. h/t @MarcoRPi1

The unsupervised Robotaxi network keeps widening across Austin, Dallas, and Houston, with the fleet roughly doubling month over month and night ops now live. The no-driver unit-economics flip isn’t theoretical anymore. It’s running today.

Customer Model Y enrollment is coming. Cybercab is the lead, but letting owners put a Model Y on the network broadens the asset base, and the path to owning every kind of fleet.

The number to watch: Tesla’s own guidance puts Robotaxi revenue as not material in 2026, meaningful in 2027. Third-party operator scale is a 2027 event, which is exactly the window we’re building for.

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One question to close on: if you ran the modeler, what assumption did you change first? Reply and tell me - I read every one.

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Quick links:

Run the modeler: remount.co/modeler

Open the dataroom: remount.co/dataroom

Share remount.co with a friend who’s Cybercab-curious.

You’re getting this because you signed up at remount.co. Not an offer of securities. Operator SPV interests are sold under Reg D 506(b). Reply anytime or write hello@remount.co.