Joined April 2022
The era of no steering wheel or pedals begins this week. Before long no tesla vehicle will come with manual controls. My guess is 36 months
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One reason tesla isn’t running robotaxi 24/7 is they would have to staff those off hours with support people.
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The purpose of the new roadster has to be Hyperloop. $TSLA
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You can’t see it. Go outside and look. U You see stars. You see what else? Invest in SPCX? I am.
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A public service announcement.
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Hey FSD, when you see a freaking cop on the side of the highway, don’t speed no matter what profile we’re in. Thank you for your attention to this matter.
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An interesting thing about Muse is $META may have just expanded its data collection efforts but an order of mangitude.
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Dave Lee speculated cyber cabs have ai5. I wonder if this is true.
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I love how FSD slow down the other drivers. They need to be slowed down a little.
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Waymo likes to talk about sensors. But do they ever talk about edge cases? Many fail videos we see from Waymo are edge case related. This is where tesla wins
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It’s not the “run of the mill” driving that makes FSD so good. It’s the “all of a sudden” stuff that makes it good. Like a construction zone that pops up out of nowhere. It just handles it perfectly
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What’s going on with FSD licensing? This is just so good it needs to be in the hands of more people.
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Anthropic is compute contrained. if you know you know
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We really screwed up our opportunities the last 12 months but the next 12 we’re gonna dominate. Trust me bro.
we did not have our best last 12 months ever, which is mostly my fault, but we are about to have our best 12 months to date. the team is doing amazing work and i think you’ll be very happy with what they’ve got cooking for you. i am happy about this for many reasons, but mostly because i care about our users winning. AI has to be about giving lots of people more freedom, agency, and wealth. we want to do the right thing, but we do not want to scare people into doing our thing.
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Timbo retweeted
we did not have our best last 12 months ever, which is mostly my fault, but we are about to have our best 12 months to date. the team is doing amazing work and i think you’ll be very happy with what they’ve got cooking for you. i am happy about this for many reasons, but mostly because i care about our users winning. AI has to be about giving lots of people more freedom, agency, and wealth. we want to do the right thing, but we do not want to scare people into doing our thing.
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Timbo retweeted
Hey @elonmusk, If I were on your ecommerce team, I would update this page to talk more about how the Model Y L is different than the Model Y. For instance, this is the hero image when I choose L. 1. How much longer is the wheelbase of the L compared the original? 2. How much more legroom do back seat passengers get? 3. Are there more AC vents? 4. How does the second row fold so you can get access to the back seat? The site talks about larger wheels, but most families buying this care about kids/pets and not necessarily specs like wheelsize. @Tesla tesla.com/modely#L
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Replying to @AlbertBridgeCap
Hey Drew, stocks are forward looking as you know...curious, it must be tempting for you to short it...might you short it when shares become available to short?
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The metric I keep coming back to for SpaceX is $/Mbps to orbit Starlink exists because Falcon 9 dropped bandwidth deployment costs ~10x to ~$6.55/Mbps. That’s about to drop again to just $0.30/Mbps because of Starship. A business that is doubling users annually with a 63% adjusted EBITDA margin is about to cut their biggest cost by 95%… It really seems like people don't understand the implications of this. The math assumes a reusable Falcon 9 launch is 17 tonnes at $1,000/kg and 2,600 Gbps per launch. Starship is targeting 100 tonnes at under $185/kg and 61,000 Gbps per launch. That's $17M for 2,600 Gbps ($6.55/Mbps) verse $18.5M for 61,000 Gbps ($0.30/Mbps). Starship's additional volume allows for larger satellites, enabling simultaneous gains on multiple cost curves. The math suggests V3 satellites are ~600 Mbps/kg vs ~150 Mbps/kg from V2 mini. Combining the 4x improvement on satellite bandwidth density with a 5x improvement in launch gets you the 20x improvement to 30 cents per Mbps to orbit. These are fairly conservative assumptions because launch probably comes in even lower as Starship ramps, and satellite improvements probably keep coming. At $0.10 / Mbps, $1 billion spend on launch represents 10,000 Tbps or about 15x the bandwidth of Starlink's constellation today. $1B is 90 days of operating income for Starlink... at it's current scale... Yeah, I really don't think people are getting this. Starlink is the internet now.
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Still think SpaceX is overvalued?
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Timbo retweeted
Most software is built for accounting teams. Stack is built with them.
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