What The Fudge for April 26, 2026: Waymos on the 101, Scaling the BIPC, and the SpaceX IPO Pivot

Subscribe and Listen: https://youtu.be/H8ep3NLt0Fs🎙️ The “Lots of 26s” EditionWelcome to What the Fudge for April 26, 2026. Lots of 26s today. I look at this week as one of those stories of what happens when you get to move around a little bit and see the progress of the world in motion.📍 Field Report: Waymo and Amara’s LawI found myself out in San Francisco and the Bay Area this week. Because of a tight schedule that wouldn’t work with BART or Caltrain, I ended up renting a car. That’s something I don’t often do as a primary Lyft user. So, I noticed something startling while driving the 101.Autonomous Saturation: I saw “lots and lots of Waymo vehicles” on the 101, which was a shock as I assumed these autonomous driving systems were limited to city areas or non-highway environments.The 10-Year Rule: It reminded me of Roy Amara’s law: we tend to overestimate what can happen in a few years and vastly underestimate what can happen in a decade or more.Calibration: Since the “Uber Cab”…