Ford's Q3 earnings just came out: The company's EV unit (called Model e) lost $1.1 billion in Q3, with an EBIT margin of -86.5%. EV revenue was $1.2 billion, -33% YoY. Ford: "Volume and revenue down, driven by discontinuation of F-150 Lightning and right-sizing of Mustang Mach-E production to customer demand." Overall company earnings: • EPS: $0.49 adj vs. $0.40 exp • Automotive rev: $46.1B vs. $46.2B exp • EBIT: $2.66 billion Ford expects to unveil its next-generation EV - which will be a smaller EV pickup truck - in early 2027. They're aiming for a $30k starting price and a launch late next year.

called it

JUST IN: Amazon CEO Andy Jassy reveals AWS cloud computing capacity is sold out through 2027 amid surging AI demand.

Robotaxi B-roll

Roadster event livestream xitter.cf/i/broadcasts/1yKAPwNgg…

Tesla's Cybercab Robotaxis were involved in zero crashes or accidents during their first two weeks of public rides, according to the latest NHTSA data.

As we near SEC basketball season, I thought I’d give yall a breakdown of who I’ve found to be the best follows for each fanbase ⬇️🏀 Arkansas: @pinto479 Auburn: @Auburnanytime Alabama: @BamaHistory Florida: @gatorsszn Georgia: @UGAHoopsMafia Kentucky: @rarerookies LSU: @Tingle__Co Mississippi State: @DudyNobleField Missouri: @ShowMeZou Oklahoma: @OUHI_BLENDA Ole Miss: @EverythingRebs South Carolina: @GamecockWill69 Tennessee: @Austin_Vols Texas A&M: @lukeevangelist_ Texas: @BigOnBasketball Vanderbilt: @vandy_62

40 years ago today, after a nightmare 1985 season, SNL fired 75% of its cast and filled it w/groundlings kids and stand ups. The opening night was a Dana Carney tour de force. Chopping Broccoli

Calling out TexAgs, the biggest group of Texas A&M fans, as a cesspool, man, this is a really bad move by Mike Elko. I’ve found TexAgs to be one of the fairest SEC team outlets in the business. This isn’t going to play well.

You guys should see my text messages right now 🥳

Equipped for Saturday #GigEm | #BTHOmissouri

THIS REACTION IS WHAT I'VE BEEN TALKING ABOUT. EVERYBODY IS GOING TO WANT FSD!

Robotaxi operating hours moved from 10pm to 11pm. The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night. Literally trying to avoid grey kittens on grey tarmac in the dark.

We'll be spending a lot more time trying to understand the outputs of language models. A few thoughts, tips & tricks: Writing. Something I've had success with: Ask your LLM to explain something in ASD-STE100, it's a controlled language specification originally developed for aerospace maintenance documentation. LLMs well-versed in this language and it comes with heavy constraints on clean writing style that I often find a lot more readable. Sometimes I've tried to soften it a bit e.g. ask for "80% of the way to ASD-STE100" because the spec is quite stringent. But even better: Diagrams / images. Instead of writing, ask your LLM to create a diagram. These can be a lot easier to process, parse, and understand. But even better: Web pages. Ask for output "in HTML" to get a beautiful, interactive webpage. LLMs are getting really good at frontend and can create beautiful experiences, animations, etc. But even better: Explainer videos. The output format I am most bullish on is fully custom / bespoke explainer videos generated on any arbitrary topic. Experiment with things like "Create a 3b1b style video explainer on X. Use my ElevenLabs API key for audio narration". (you'd need an API key for the latter or you can ask your LLM to find you decent free alternatives that use your local compute). This is actually starting to work! In summary: - As LLMs get better, they will do more and more of the legwork autonomously, and a lot more of our work will rise up the abstractions into oversight and understanding. - Luckily, LLMs can help here too because as intelligence and code are increasingly abundant, you can ask for large, custom, discardable software artifacts (e.g. web apps, video explainers) that would have never made sense to create before. Push the boundaries here and you'll be surprised.

.@POTUS is en route to Peterbilt Motors Company in Denton, TX 🇺🇸

Big news! SpaceX is introducing a new @Starlink for Communities program that lets you earn money by providing Starlink internet to your neighbors or people nearby, who can pay for access by the hour, day, week, or month. Neighbors pay for the access they need, while the person hosting the Starlink will earn money from every connection. One Starlink Kit can provide high-speed internet to multiple nearby users. Starlink handles payments, user access, and connectivity. Property owners, businesses, local entrepreneurs, etc, simply set up a Starlink Kit where there’s demand and can expand coverage with additional routers or kits. How to get started: • Step 1: Order the Starlink Kit. Your Starlink Kit arrives ready for shared use. Choose a location with multiple homes or users nearby. • Step 2: Place the kit where demand is highest. Starlink gives you clear instructions. • Step 3: Earn income each month Community members connect using flexible hour, day, week, or month passes. You earn from every connection. Anyone who sees an opportunity to bring connectivity to the people around them can participate. Apply here: starlink.com/community-host

College football viewership is down 11% through September compared to last season. FBS game broadcasts are averaging 1.7 million viewers across all Nielsen-rated networks.