The Disruptive Decade 💙

New @ECIU_UK analysis of the harvests in 2024 and 2025 has calculated that production lost after extreme weather is the equivalent to 13% of the area used to grow wheat, barley and oats in England, when reduced yield is factored in, as well as crop area. eciu.net/media/press-re…

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

Sloan Silos (dividing people by skill for ease of management) and MBA Leadership (relying on power points to understand the current situation) will always be higher risk, more bloated, and less inspiring then owners working inside full-stack teams.

Mission complete. After three months in orbit and 49 tests completed validating critical systems, components, and processes, we have successfully performed a controlled deorbit of Haven Demo, our in-space testbed for Haven-1 technologies. Read more. vastspace.com/updates/haven-…

I just told @BBCNews: Energy crises are fundamentally demand problems, not supply problems. 80% of our energy is fossil fuels, much of it imported, leaving us exposed to price spikes. The only long-term fix: electrify the economy with clean power.

A new investigation claims GB News is failing to meet Ofcom standards – but nothing is being done. GB News says it's fair and impartial, but journalist @arusbridger says only someone paid to work for the channel could claim that with 'a straight face' thenewsagents.co.uk/article/it-can…

Tesla Robotaxi availability is looking significantly better than usual today Through 4:53 PM CT, Robotaxi Tracker saw 56.7% availability, up from 46.6% yesterday and 35.5% across the prior 7 days at the same time cutoff. Midday was notably stronger: 9 AM 93% vs 67%, noon 81% vs 50%, 2 PM 61% vs 29% versus the prior 3-day average

Precision Fermentation in ‘Tier 1’ of technologies with ‘the highest near-term combination of potential impact and practical feasibility’ hubs.li/Q047q2mW0

JUST IN: Location of French aircraft carrier reportedly given away by a sailor using Strava GPS running app while going for a jog on deck.

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.

NEWS: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy up manufacturing companies and seek to use AI technology to accelerate their path to automation. It's linked to Jeff's Project Prometheus AI startup, which aims to build AI products for engineering and manufacturing in fields like computers, aerospace and automobiles. (via WSJ)

@SawyerMerritt @SpaceX SpaceX will ultimately deliver millions of tons to the Moon to build a self-growing city there and same for Mars

GPT-5.4 Mini/Nano on ARC-AGI Semi-Private GPT-5.4 Mini: - xHigh: 19%, $0.69 - High: 13%, $0.56 - Med: 4%, $0.33 - Low: 1%, $0.06 GPT-5.4 Mini is ~3× cheaper per token, but used ~3× more reasoning tokens, leading to comparable total costs

“The energy transition is no longer just climate policy – it is the most credible energy security strategy the UK has.” – Professor Cameron Hepburn ox.ac.uk/news/2026-03-1…

The four-year cycle isn't the story anymore. Ed and TJ from @parataxis_cap joined me to break down what actually drives crypto from here. Liquidity, macro, ETF flows and, the coming wave of AI agents. As ever, please enjoy!

AI and biology are reinforcing each other in a flywheel that we think is just getting started. Here's my top takeaways from @ARKInvest's multiomics research in Big Ideas 2026!

“Why go to the space when we have other problems here at home?” A tale as old as time… #1: we can do them BOTH #2: national security, science and discovery, potential lunar economy, inspiration

This is where #Tesla's Full Self-Driving shines. Yes, it performs very well driving from point A to point B without human intervention, but seeing how it handles a busy parking lot is nothing short of amazing. It operates a vehicle more safely than most humans. Well done @Tesla_AI

BREAKING: Jeff Bezos reportedly in talks to raise $100 billion for new fund that will acquire manufacturing companies and automate them with AI.

NEWS: Tesla is asking a Colorado federal court to throw out a suit alleging that a defect in its Autopilot technology led to a fatal car crash, saying the evidence now shows that Autopilot was not on, and that the driver was drunk well beyond the legal limit. law360.com/productliabili…