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Gali
15.3K posts
Gali
@Gfilche
writing a book about investing in $TSLA 📕⚡HyperChange also this is my artisanal tea brand @galileotea
🛸 参加日 Ağustos 2011
738 フォロー中181.9K フォロワー
Seeing both sides. On one hand I think focusing on what you’re doing well instead of what competitors are doing bad, is the move. Stay classy. But also, the over finacialization of everything and prediction markets betting can be a dangerous financial product that doesn’t necessarily mesh with long term investing and building a “portfolio”. Overall both @public and @RobinhoodApp have helped millions of investors have far better options than legacy brokers. Both should be celebrated. Yes Robinhood is bigger, but Public has been growing faster and is def not losing. That being said I’m a big fan of @kalshi and @polymarket , while also feeling like everyone doesn’t need to bet on everything all of the time
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Robinhood never pulled childish marketing stunts to get people to leave Schwab or Fidelity.
They executed with product. That’s why they are winning.
Maybe something to think about for your marketing team. Maybe the better product is what wins & not ad-hom attacks on competitors.
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This is why the @uber + @rivian Robotaxi announcement today is pure fluff
Rivian is woefully behind in self driving tech
The R2 is a great car by a lot of standards but if it can’t drive itself soon, it will be irrelevant and only adopted by the anti-tech crowd
Devin Olsen@DevinOlsenn
Rivian Universal Hands-Free vs Tesla Self-Driving This was my first time testing Rivian's new Universal Hands-Free, and I was honestly surprised by how it performed. I understand this is their first attempt and it will only improve from here, but truthfully, it is worse than any version of FSD or Autopilot I have ever used. I respect Rivian as a company, but I always try to remain unbiased in my opinions, so here are my unfiltered thoughts on where UHF stands today. Hoping to test it more as the system receives major updates! Hope you all enjoy the video. Chapters 00:00 Intro 00:45 Struggling to get UHF to turn on 1:25 Hard resetting the system 2:00 Enabling UHF 2:45 Max speed and lane changing 4:00 Strange warning 5:00 Disengagement 5:28 UHF fails on corner 7:58 Attention monitoring test 9:25 Harsh brake for merging vehicle 10:10 Changing driving styles 10:50 Harsh brake for bus 12:15 Robotic driving style 13:10 I am not comfortable using this 14:35 Parking capabilities 15:40 Getting into Tesla 16:50 FSD vs UHF thoughts 18:20 Final thoughts
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@Gfilche Two Waymos charging in Seattle today. Looking forward to using autonomous vehicles around these parts.
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@TeslaRyanRogue @SawyerMerritt Bro ur question at the shareholder meeting was the moment we found out about this. So epic @TeslaRyanRogue
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@SawyerMerritt Thanks for the QT Sawyer!
was honestly looking for “Semiconductor Talent Planning” roles to help the Terafab ramp if E needs some help finding Semi + Packaging Engineers
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NEWS: Tesla has started hiring for its Terafab (chip manufacturing) project in Austin, Texas!
Job listing: "You'll own end-to-end program scoping—including factory design/construction from concept through execution, ramp-up, and production readiness. The ideal candidate brings a strong background in technical program management, semiconductor facility engineering, multidisciplinary design leadership, value engineering, capacity modeling, and cross-functional execution for large-scale programs."
Ryan Rogue@TeslaRyanRogue
Terafab JOB Posting - It’s happening. @SawyerMerritt
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@shaunmmaguire @elonmusk hard to believe ! But funny story, welcome to the club ⚡️
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@elonmusk I’m embarrassed to say this but my wife and I had never owned a Tesla until one month ago
We haven’t lived in one place for more than 6 months in 8 yrs and charging was too hard
We just got our first Tesla delivered (because FSD got so good)
And we already bought a second!
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I went to the exact same location of the Cybertruck accident shown in the Fox News video. This is the US-69/59 Eastex Freeway northbound HOV lane at the Y-split near the Eastex Park & Ride exit (approaching from downtown Houston toward Humble). In the Fox News video, the vehicle failed to follow the right curve, going straight into the barrier.
Well, I tested it twice today with Tesla FSD engaged the entire time with zero human intervention. And unless you think I am a hologram speaking to you from another dimension now, it worked out really well. Here is the video of me taking the exact same curve twice, with Tesla FSD v14.2.2.5.
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@JTLonsdale I like a lot of his theories and thinking but remember the Bitcoin to $1m parabolic theory … a lot of hyperbole in his philosophies which is the opposite of reality where most things end up in the middle
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Balaji is a bright guy but he fled the USA and has set his mind totally against our future success.
He lives in a world where US is losing and China is winning. This is his fixation. It’s dangerous, and it’s wrong. And this war has embarrassed China, destroyed their 100 cargo planes of war materials and their military ally, and frustrates them.
It’s fair to disagree about the attack. But saying that its architects are guilty of any downside is childlike nonsense. They should be proud of their work and their courage to take on this evil.
If you’re against the war, do you get credit for the last two decades of literal mass torture and mass rape and repression by this regime, and its terror funding and death around the region? Do you get credit for “supporting” the billions it spends on social media bots and information operations to polarize the US against ourselves, and weaken the west? Do you also get credit for what would have been the next twenty years of that?
Are you, Balaji, responsible for that side of it? No?
But if you are for it, you get zero credit for fixing any of that, but blamed for ALL the possible downsides? Total BS.
The mullahs holding the region hostage shouldn’t get your help to blame others for the damage they do.
Geopolitics and war is complex and there are risks on all sides. There is risk in acting, and in not acting.
I’m really glad we are taking advantage of the massive innovation and competence gap that exists at this moment, and finally eliminating so much evil.
I hope for freedom for the Iranian people and know that the situation is hard and complex, but either way it is good to stop the bad guys and eliminate so many of the worst groups, who have done so much damage, from history. Nobody should get away with what those bastards did for so long; this was long overdue.
Balaji@balajis
I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…
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Get ready for FAAS
Falling as a service. Humans doing epic falls in crazy places to train robots 😂😂
Ali Ansari@aliansarinik
the micro1 robotics lab: real world data for intelligent models that co-exist in the physical world. we’re in-the-wild across 75 countries in 6,000+ unique environments collecting data. diverse movements, objects, and settings. the future of AI is as human as you can imagine. join us to start training robots today (link in comments).
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@_SFTahoe @aaronburnett @SpaceX @Tesla @TeslaLarry @extropic Totally changes the system constraints 🤔
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@Gfilche @aaronburnett @SpaceX @Tesla @TeslaLarry @extropic Plus this thought…. If the real estate and energy are basically free then the most cutting edge chip designs (which optimize for these two factors) are not necessary.
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Terafab & the Inevitable @SpaceX + @Tesla merger ⚡️
I sat down with @_SFTahoe & @TeslaLarry to discuss Tesla's plan to build chips, and how that will be the key partnership for a full merger with SpaceX/XAI 🎙️
0:45 SpaceX to $100T
2:30 SpaceX Plans To Be 10X Bigger Than NVIDIA
5:20 The Terafab is Coming! Impact & Timing
22:36 Digital Optimus & MARCROHARD Project
37:03 SpaceX/Tesla/xAI Cash Needs
41:40 The SpaceX IPO Process
48:08 The Biggest Merger/Company of All-time?
54:17 Grok Is Helping With All of This
🙏 Huge thanks to Larry & Amy for coming on the show! Two of the most knowledgable voices on these topics!
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@aaronburnett @SpaceX @Tesla @_SFTahoe @TeslaLarry Tons of potential when designing chips from first principles for AI inference in space. Makes me curious if @extropic is doing something here. This seems right up their alley
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Great conversation. Adding a little context on chips and the difficulty of Terafab coming from our research, the direction for inference chips appears to be toward non-Von Neumann architectures even more so in satellite systems. By no means easy but some of these architectures don’t need nearly as much miniaturization to get improvements. I’d bet they may be able to build significant chips with machines that may not need to be SOTA, as they will get huge power density gains by changing architecture vs squeezing more onto the chip.
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We're excited to announce 'The Situation Room' by Polymarket is coming to Washington, D.C.
The world's first bar dedicated to monitoring the situation. 🧵
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Had soooo much fun with Amy and Gali...truth is we had a serious discussion about SpaceX & Tesla potential merger.
Amy@_SFTahoe
Is a 100 Trillion dollar market cap company in the range of possible outcomes? Elon Musk thinks it may be. @Gfilche @TeslaLarry and myself discuss the change that is coming at us fast and the multi-generational investment opportunity that a new space economy, AI, robotics and automation represents.
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Great insights!!! The future is BRIGHT!
Gali@Gfilche
Terafab & the Inevitable @SpaceX + @Tesla merger ⚡️ I sat down with @_SFTahoe & @TeslaLarry to discuss Tesla's plan to build chips, and how that will be the key partnership for a full merger with SpaceX/XAI 🎙️ 0:45 SpaceX to $100T 2:30 SpaceX Plans To Be 10X Bigger Than NVIDIA 5:20 The Terafab is Coming! Impact & Timing 22:36 Digital Optimus & MARCROHARD Project 37:03 SpaceX/Tesla/xAI Cash Needs 41:40 The SpaceX IPO Process 48:08 The Biggest Merger/Company of All-time? 54:17 Grok Is Helping With All of This 🙏 Huge thanks to Larry & Amy for coming on the show! Two of the most knowledgable voices on these topics!
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What a banger panel, Gali. LFG!
Gali@Gfilche
Terafab & the Inevitable @SpaceX + @Tesla merger ⚡️ I sat down with @_SFTahoe & @TeslaLarry to discuss Tesla's plan to build chips, and how that will be the key partnership for a full merger with SpaceX/XAI 🎙️ 0:45 SpaceX to $100T 2:30 SpaceX Plans To Be 10X Bigger Than NVIDIA 5:20 The Terafab is Coming! Impact & Timing 22:36 Digital Optimus & MARCROHARD Project 37:03 SpaceX/Tesla/xAI Cash Needs 41:40 The SpaceX IPO Process 48:08 The Biggest Merger/Company of All-time? 54:17 Grok Is Helping With All of This 🙏 Huge thanks to Larry & Amy for coming on the show! Two of the most knowledgable voices on these topics!
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no FSD discount for @Lemonade_Inc in Washington yet
it's coming soon. even without, it looks like Lemonade will be cheaper than GEICO on a monthly basis for me... need to keep testing
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