Host of YouTube channel Dave Lee on Investing, TSLA investor since 2012, building with AI.
Texas
Joined April 2009
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This year has been a trying year for my family. Wife has had to deal with surgery, chemo, and now radiation for stage 3 breast cancer.
To help my kids cope and thrive I’m having my kids hit a lot of balls everyday (table tennis and tennis). It’s part distraction but it’s also a way for them to grow in their coordination, reflexes, athleticism, and more. It keeps them positive, active and eager to learn and grow.
Focus on the ball and hit it. Hundreds of times everyday. Something good will come out of it. At least that’s my hope.
The future is getting weird. Had a discussion with @farzyness where I was critical of him using his own cloned voice in videos. Afterward he uses Grok @bot to make a video about it. And his cloned voice isn't bad? Or is it? I'm torn. What do you think?
I had a very interesting off-line discussion with Dave Lee @davelee on my use of an AI voice.
I had my Grok @bot video process make a video on it.
If you want to make videos like these of your own, use my Video Creator bot: x.ai/bot/RPtsHesZPgAlwMOZAX8…
Merge to win.
Elon Musk today on a potential merger between SpaceX and Tesla:
"Both Tesla and SpaceX have formed special committees at the request of shareholders. Because I'm a conflicted party I can't be in on these discussions. I don't think we should assume that a merger is a certainty. Do I think it would be a good idea? Yes. But at the end of the day, shareholders have to be supportive of this. The special committees have not reached an agreement on any transaction, and it doesn't mean they will, but there is a lot of be gained from cooperating on SI, chip design, robots, mass or orbit, connectivity. I think it would be a good idea."
I recorded a podcast a few days ago on the drive to the Roadster event with @emmetpeppers . We talked about possible Tesla/SpaceX merger, Cybercab, and Tesla’s lineup.
“The only things that will scale to incredible size (K2 and beyond) economically are super intelligence, robots, solar power and mass to space.”
A big reason why SpaceX and Tesla ought to merge. Super intelligence and robots might seem separate now but over time they will combine and become super intelligent robots. Optimus needs the best super intelligence. Tesla + SpaceX will have the best chance at winning at super intelligence and super intelligent robots.
Optimus and Cybercab will be the vast majority of Tesla’s value.
The only things that will scale to incredible size (K2 and beyond) economically are super intelligence, robots, solar power and mass to space.
And, of course, if you have the first two, the rest will follow.
But Roadster is super cool, so we’re doing it anyway.
Saw the Roadster demo last night and on drive back to Austin recorded a podcast with @emmetpeppers . We talk about our impressions on the Roadster, possible SpaceX merger, Optimus and where AI is headed.
Just downgraded my Google Ultra AI subscription. I barely ever use Gemini considering how good Fable, Opus and Astra have become.
What a disappointment that Gemini Pro has been stuck on 3.1 forever.
Google is in such an amazing position with their cloud infrastructure, TPUs, enterprise offerings, YouTube, Search, Android. Yet they risk botching things up with slower execution vs Anthropic/OpenAI.