Jay Kess

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Jay Kess

Jay Kess

@JayBarlowBot

Medical physicist

Atlanta, GA Beigetreten Mart 2017
809 Folgt1.7K Follower
Jay Kess
Jay Kess@JayBarlowBot·
@ns123abc So that’s how they made money
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NIK
NIK@ns123abc·
🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…
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National Security Division, U.S. Dept of Justice@DOJNatSec

Three Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China “The indictment unsealed today details alleged efforts to evade U.S. export laws through false documents, staged dummy servers to mislead inspectors, and convoluted transshipment schemes, in order to obfuscate the true destination of restricted AI technology—China,” said John A. Eisenberg, Assistant Attorney General for National Security. “These chips are the product of American ingenuity, and NSD will continue to enforce our export-control laws to protect that advantage.” 🔗: justice.gov/opa/pr/three-c…

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BillShanks
BillShanks@BillShanks·
The Atlanta #Hawks: If they go 6-7 the rest of the way, they'll have 44 wins, which will be the most wins in the regular season since they won 48 in 2015-16. Atlanta's best regular season win percentage in the Trae Young era was .569 in the abbreviated 2020-21 season. The Hawks will surpass that if they go 9-4 the rest of this regular season. They never won more than 43 games in the Young era (probably would have if there had been no Covid to cut that 20-21 season). After going 3-11 in December, the Hawks are 22-12 since Jan 1. Since learning of the Trae Young trade in the game vs. New Orleans, the Hawks are 20-10. They were 2-8 with him in the lineup, and they were 16-13 with him out of the lineup when he was injured. So, with Young out, and since he was traded, the Hawks are a combined 36-23. From the season after the team reached the Eastern Conference Finals until that night when we learned of the Young trade, the Hawks were 178-189.
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Jay Kess
Jay Kess@JayBarlowBot·
@JOBhakdi I assume they are in the standard model validation process, and the model is not running in cars
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Jo Bhakdi
Jo Bhakdi@JOBhakdi·
I love it when Elon says "a few weeks" a hundred times and it never happens and I am able to spot the ONE time when it actually WILL happen. ... Spoiler alert: It's THIS TIME.
Elon Musk@elonmusk

@DBurkland @pbeisel It’s in testing right now. Wide release in a few weeks.

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Jo Bhakdi
Jo Bhakdi@JOBhakdi·
@JayBarlowBot Well MAYBE next week will be even better ;) but it's getting close
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Jay Kess
Jay Kess@JayBarlowBot·
@pbeisel @borisstephens I think they changed with 14.3 is going to be. I’m guessing it will include the 10x param model which was still training in January
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Luke James Stephens
Luke James Stephens@borisstephens·
Often right on the outcome but not on the timing
phil beisel@pbeisel

Elon says FSD 14.3 is coming. But if you’ve been following along, it was also “two weeks away” a few months ago. That’s drawn a lot of criticism, understandably. Let’s step back and talk about what’s actually going on: engineering reality. I’ve spent years running engineering teams at Apple and Rivian, and what you’re seeing here is not unusual. Not even a little. I’m not here to defend Elon or say communication couldn’t be better. It could. But what’s happening behind the scenes is far more ordinary than people think. First, understand what kind of company Tesla is. Tesla exposes more of its internal process than most companies— you’re watching how the sausage is made, often in real time. Compare that to Apple. Products appear at a moment in time, fully formed. What you don’t see are the features that slipped, were cut, or quietly postponed to make the deadline. Most companies communicate through layers of marketing at discrete events (e.g., NVIDIA GTC). That may include a CEO keynote—but it’s still tightly controlled. Tesla, largely via Elon, doesn’t. And that creates friction. Most people are used to being in the dining room. With Tesla, you’re watching the sausage get made whether you like it or not. If that makes you uncomfortable, this model will drive you crazy no matter how it’s explained. Now, about FSD 14.3— the so-called “reasoning” release. My view: when Elon originally referenced it, it was real. It was on a roadmap with a timeline. But then reality hit. Somewhere along the way, engineering discussions likely exposed a fork: ship what’s partially there, or go deeper and "do it right". That kind of shift happens constantly. Plans change. Timelines slip. This is normal engineering behavior, not dysfunction. The difference is: you’re seeing it. At companies like Apple, those decisions are invisible. Deadlines are protected by cutting scope. At Tesla, you’re watching the scope evolve in real time. On the technical side, 14.1 and 14.2 were already producing “reasoning tokens,” as Ashok (Tesla AI VP) noted. But producing tokens isn’t the same as using them effectively. 14.3 appears to be where those tokens actually start driving behavior, more human-like decision-making in edge cases. My guess is this is where things got more complicated. The work likely started to overlap with what xAI is doing. At that point, the question becomes: do you ship an interim solution, or integrate a more capable reasoning layer? That’s not a small decision. And it likely has downstream impact— potentially even on Robotaxi timelines— because these same reasoning challenges show up there too. So the team probably made a call: go deeper, even if it costs time. And here’s the part people underestimate: great engineering teams often convince themselves the extra work is worth it… and that it won’t take that much longer. They’re usually wrong on the timeline. But often right on the outcome. At this stage, FSD isn’t about raw safety (it seems to have nailed that)— it’s about behavior. Making decisions feel natural, human, predictable in edge cases. That’s a much harder problem. So if you’re following Tesla closely, the best thing you can do is understand the process and accept the messiness that comes with it. If you want tightly controlled messaging and polished delivery, companies like Apple exist for that. Tesla is something else entirely. Fire away.

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Jay Kess
Jay Kess@JayBarlowBot·
@InBijanWeTrust Where the hell is all the salary cap going? Do we even have any expensive players?
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Jay Kess
Jay Kess@JayBarlowBot·
@martinmbauer Something else has slowed down publicly known physics
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Grift Duration Mismatch (GDM)
I can’t believe $tsla is going to have a TeraFab in short order. No, really. I can’t believe it because it’s nonsense.
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Sam Block
Sam Block@theblockspot·
What’s more difficult ??? • Making a PERFECT bracket • Hitting a HR off Paul Skenes Assuming you’re just an average person.
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Jay Kess
Jay Kess@JayBarlowBot·
@Jason The whole point of his entire career has been to whine about people who made things other people wanted
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Bernie Sanders
Bernie Sanders@BernieSanders·
Jeff Bezos, worth $234 billion, plans to replace 600,000 Amazon workers with robots. Now, he wants to spend $100 billion to fully automate not just his warehouses, but factories in the U.S & other countries. Oligarchs are waging all out war against workers. FIGHT BACK.
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Jay Kess
Jay Kess@JayBarlowBot·
@DillonLoomis I assume so but some clarity on that would be great
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Jay Kess
Jay Kess@JayBarlowBot·
@SamQuinnCBS Trae Young isn’t good, and really not good at defense
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Sam Quinn
Sam Quinn@SamQuinnCBS·
The Wizards have Anthony Davis and Trae Young and didn't use either of them. Kyshawn George didn't play in that game either. Alex Sarr played 20 minutes. The issue wasn't a lack of talent, it was that they were using their tantastic C-team and it was poorly coached.
NBACentral@TheDunkCentral

Tracy McGrady says Bam Adebayo dropping 83 points on the Wizards is proof that there isn’t enough talent in the league for an expansion (🎥 @dpshow )

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Golf Digest
Golf Digest@GolfDigest·
Infamously picky eater Dan Orlovsky was not feeling Rory McIlroy's Champions Dinner spread on SportsCenter. More here: glfdig.st/syjg50YwrSq
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Jay Kess
Jay Kess@JayBarlowBot·
@01Ananto His take on FSD is very dynamic, so what he said 5 months ago may not still apply
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Bobby Plewniak
Bobby Plewniak@BoBbyPleWniaK·
It'll be hilarious if tomorrow is the bottom for $TSLA this year. I scrolled the dates on the 1-year chart, and March 20, 2025, was the low of 2025 from a December 17 high. This time it's a December 23 high, and it's been straight down to now, March 19. Unreal how this stock does this. Last year it was a 50% drawdown; this year it's been 25%.
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