Fernando (@FluxCapacityInv) - Profil Twitter | Zamantika Mersobahis Locabet

Tweet épinglé

Fernando@FluxCapacityInv·20 Tem

Super underrated! Whenever I tell someone this I get a quizzical look. To be alive and to get to witness and experience all of the creation around us is simply astonishing to me. In case you didn't know there was a 1 in 400 trillion chance of being born. #grateful

Tiny Buddha@tinybuddha

Today, I just want to be grateful for the gift of life. No requests, no complaints, just grateful to be alive.

English

6

2

75

0

Fernando retweeté

Joe Tegtmeyer 🚀 🤠🛸😎@JoeTegtmeyer·11h

There is a new addition to the US Space & Rocket Center Space Camp under construction and it is the Inspiration 4 Training Center! Initial funding in 2022 of $10 Million by @rookisaacman Jared Isaacman to initiate construction & at the time, it was the largest single donation in the history of the U.S. Space & Rocket Center! Expansion Funding of ~$15 Million in July 2025 was subsequently given by Jared and is designated for: Mission Operations: Supporting advanced simulations for Space Camp, Robotics, and Cyber Camp A new Dormitory: Providing seed money for a fourth dormitory to house students attending the programs. Really great to see funding of facilities and programs like this to inspire a new generation of space explorers! @Ellieinspace

English

23

73

770

34.6K

Fernando retweeté

Ethan Loosbrock@ELoosbrock·18h

Total insanity from the recent Dahn lab paper. Batteries that last 27,000 cycles, equivalent to 7.5M miles!!! Enough to go to the moon and back 15 times. In the future, literally everything in your car will break before your battery, including you. You'll pass down your battery to your kids and grandkids and great grandkids. And most surprisingly, these are NMC cells!

English

46

174

1.2K

82.6K

Fernando retweeté

Tesla@Tesla·11h

We – design the chips & hardware – make the cars w/ said hardware – collect real-world data at scale – train the real-world AI model – built (& continue to expand) the massive supercomputer cluster that trains it – deploy AI directly to millions of robots on wheels All that is shared with @Tesla_Optimus for broader applications in both the physical & digital world

English

543

1.4K

9.7K

666.2K

Fernando retweeté

Sawyer Merritt@SawyerMerritt·1d

NEWS: Tesla is Robotaxi service testing in Orlando, Florida. Multiple new Model Ys with rear camera washers and Texas manufacturer license plates have been spotted at the Tesla Lee Vista Blvd store in Orlando. Only the Model Y Robotaxis in Austin have had rear camera washers. Tesla said on its Q4 earnings call that Orlando was one of the 7 planned metro areas that would see robotaxi coverage in the first half of 2026. Thx for sending me the pics @lucretiupop!

English

134

358

3.6K

249K

Fernando retweeté

phil beisel@pbeisel·2d

Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.

Elon Musk@elonmusk

Terafab Project launches in 7 days

English

50

122

883

449.1K

Fernando retweeté

phil beisel@pbeisel·1d

Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield. This means the Tesla chip design team had to carefully manage die features, for instance dropping the older ISP (and classic GPU) to make room for more AI cores. By contrast, NVIDIA’s Blackwell fills nearly a full reticle, making it a single-reticle design. If Tesla hits its compute and efficiency targets with AI5 in this half-reticle format, it’s almost like cutting fab requirements in half. And this has a big impact on Terafab, especially if it carries forward for AI6, AI7, etc.

phil beisel@pbeisel

Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.

English

59

189

2.2K

346.5K

Fernando retweeté

Elon Musk@elonmusk·1d

AI5 will punch far above its weight, because the entire Tesla AI software stack is designed to make maximally effective use of every circuit. We co-signed our AI software and hardware. Bear in mind that AI5, while it can be used for training in data centers, is primarily optimized for AI edge compute in Optimus and Robotaxi. There is still significant room for improvement. In the same half reticle and same process node, we think a single AI6 chip has the potential to match a dual SoC AI5.

English

267

528

6K

362.9K

Fernando@FluxCapacityInv·1d

@PebMet1 @Blaze_R935 2 things that could not survive and were not improved on is proof that SpaceX is not revolutionary. You really have to try harder than that.

English

0

5

61

PebMets@PebMet1·1d

@Blaze_R935 DC-XA in 1996 also landed the same way, but SpaceX does a great job, no question, with Falcon 9. Shuttle landed on a paved runway which to me is more impressive and revolutionary at the time and still is today for a space vehicle.

English

9

0

4

1.7K

PebMets@PebMet1·1d

Based on many comments, it appears some believe the space program started in 2002, the year SpaceX was formed. They write as if reusable vehicles, landing probes on Mars, or a crew on the moon is a new thing. In their minds, everything SpaceX does is revolutionary.

English

38

5

62

119.6K

Fernando@FluxCapacityInv·1d

@SawyerMerritt @SpaceX You’re spewing too may facts. People don’t want facts.

English

0

1

2

69

Fernando retweeté

Sawyer Merritt@SawyerMerritt·1d

I hate when people say @SpaceX is simply handed government contracts. No, SpaceX earns those contracts. They offer the lowest price, the best product and they execute. The Pentagon said last year that SpaceX has saved the government over $40 billion. One SLS launch costs billions, while one SpaceX launch costs ~$75M. SpaceX is an example of great American innovation, something that all Americans should cheer on.

English

143

655

5.3K

73.3K

Fernando@FluxCapacityInv·1d

@alphacharts365 Faceboo…ah Metabook our book does it all.

English

0

1

92

Jack@alphacharts365·1d

What is $Meta new name going to be now that their Metaverse is shut down? Wrong answers only

Kalshi@Kalshi

JUST IN: Meta is shutting down its metaverse

English

22

1

16

6.1K

Fernando@FluxCapacityInv·1d

@sspencer_smb Inflation aka no rate cuts

English

0

21

Fernando@FluxCapacityInv·1d

@sspencer_smb He never quantifies those things that way, this was another jab at Trump. I ain’t leaving and inflation is your fault.

English

1

0

72

Steven Spencer@sspencer_smb·1d

this is bullish... (or at least it would have been pre Iran)

FactPost@factpostnews

Jerome Powell: "If you look at total core inflation, it's about 3%. Some big chunk of that, around 1/2 or 3/4, is actually tariffs."

West New York, NJ 🇺🇸 English

1

0

11

3.6K

Fernando retweeté

Rohan Paul@rohanpaul_ai·1d

Uber fouinder, Travis Kalanick just flagged the dominant force in the coming physical AI age. That's Tesla. In every tech era, there is one company that investors fear. In the past, startups died because Google or Uber could add a feature and erase a competitor’s value. Today, Tesla holds that same intimidating position in the realm of robotics and physical automation. "When you look at the PHysical AI stack, you’re like, "Damn, Tesla’s got this." They are the Google of this era." --- From 'All-In Podcast' YT channel (link in comment)

English

19

14

110

19.2K

Fernando@FluxCapacityInv·1d

@dollarsanddata @isaiahberg Your kids friends and network.

English

0

2

10

Nick Maggiulli@dollarsanddata·2d

@isaiahberg I addressed this in my article. The research suggests that those who can afford private school don't need it (they already have the network) and, ironically, those who can't afford it, do.

English

5

0

14

1.8K

Nick Maggiulli@dollarsanddata·2d

Private schools are the most expensive placebo in America. Nowhere else will you pay $250k+ for something that has so little impact on school achievement. My latest on why private school isn't worth the cost: ofdollarsanddata.com/why-private-sc…

English

394

153

1.7K

2.4M

Fernando retweeté

Peter H. Diamandis, MD@PeterDiamandis·9 Mar

Stories shape our future. Story tellers manifest our destiny. Someone, somewhere, is writing an epic screenplay that is more Star Trek, than Terminator. A vision of a compelling and optimistic tomorrow that will shape humanity’s next few decades. The cell phone, the internet, humanoid robots, self-driving cars, voice assistants, and Starships were all imagined in science fiction before they were built by engineers. Stories are blueprints. Question: What if we asked storytellers around the world to envision an epic and compelling future for humanity, and then funded them to produce that film? What if we could flood the world with positive visions of the future, rather than dystopian predictions? Announcing the Future Vision XPRIZE 🧵

English

154

278

1.4K

532.8K

Fernando retweeté

Nick Gerli@nickgerli1·2d

1) Amusingly, Reuters and the WSJ are leading with how pending sales "rose" from January to February by 1.8%. Which they technically did. But it's a meaningless 1% monthly bounce. Given that contract signings dropped YoY and are at their lowest level for February ever.

English

3

5

50

4.3K

Fernando retweeté

Nick Gerli@nickgerli1·2d

U.S. pending home sales just hit the lowest levels ever for the month of February. NAR reported a contract signing index of 72.1. This was 28% below normal February levels, down from last year. And 13% lower than February 2009, the depths of the last financial crash. We're mired in the biggest U.S. housing demand depression in history, and it keeps getting worse. The solution? Lower prices.