Daniel Phelps

1K posts

Daniel Phelps

Daniel Phelps

@dantechpro

Husband, live sound engineer, software development engineer, soccer player and Mormon.

가입일 Mayıs 2013
80 팔로잉274 팔로워
Daniel Phelps
Daniel Phelps@dantechpro·
@RedwolfTesla @SawyerMerritt Are you worried Tesla won’t figure out RoboTaxi? It seems so close. It’s unclear what the remaining issues are other than just waiting until they have enough miles to prove through data that it’s ready.
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Mike Dudley
Mike Dudley@RedwolfTesla·
@dantechpro @SawyerMerritt TSLA isn’t on a dip until they prove Robotaxi or Optimus will work soon. Waymo has far higher cost but if it saturates the market before Tesla starts, they’ll be a real competitor. Elon’s timelines are off and he refuses to advertise the vehicles
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Daniel Phelps
Daniel Phelps@dantechpro·
@RealDanODowd This is so freaking amazing. FSD is incredible. Can’t wait until more people get to experience it.
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Daniel Phelps
Daniel Phelps@dantechpro·
@RedwolfTesla @SawyerMerritt Yeah, I’m worried about that, too. Folks will sell TSLA to buy SpaceX. It’s recover though. Maybe the big opportunity here is to buy the TSLA dip.
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Daniel Phelps
Daniel Phelps@dantechpro·
@Gfilche @Waymo @robotaxi Gali, what is Waymo’s path to profitability? With the data we have now, can we project how many rides they’ll have to do per week to be profitable? Maybe there are too many unknowns like how do costs scale as they scale up their fleet.
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Gali
Gali@Gfilche·
📈 @Waymo is growing like crazy 500,000 rides per week, doubling in just 11 months At a ~$500M revenue run-rate 💵 When does @Robotaxi catchup? ⚡️
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Daniel Phelps
Daniel Phelps@dantechpro·
What data suggests RobiTaxi is stuck? That can only be speculation at this point. There’s no real evidence it’s stuck. I’ve seen steady progress and given what they’ve achieved, I see no reason why Tesla won’t be successful. Waymo has had their share of issues. Tesla is just being extra careful.
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Daniel Phelps
Daniel Phelps@dantechpro·
@ICannot_Enough Blue Origin is hopefully just getting started. They have a different strategy to reaching reusability with a large rocket. Time will tell. At least they are on the right track. Note that Starship hasn’t delivered anything to space yet but New Glen has.
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Daniel Phelps
Daniel Phelps@dantechpro·
Therefore, Tesla was profitable even without the government credits. They had a solution that works. My bet is that Waymo’s approach is flawed and it won’t scale. I could be wrong and I’d be happy to be wrong. More competition in this space would be a good thing. I just don’t see how they’ll be able to compete and make a profit with their current strategy. I believe they recently started to more heavily j corporate AI into their solution which will help, but for that you need data. Waymo’s ability to collect data is minuscule compared to Tesla and Tesla is just now fully solving FSD with AI. So, I’m just not seeing the path to success here.
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Waymo
Waymo@Waymo·
Our new safety data is in 📈 Over 170M miles through Dec 2025, the Waymo Driver was involved in 13x fewer serious injury or worse crashes than human drivers in those same cities. At our current scale, that means preventing a serious injury crash every 8 days—a real, positive impact on road safety. Learn more: waymo.com/safety/impact/
Waymo tweet media
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Daniel Phelps
Daniel Phelps@dantechpro·
@ZuzuPetals20 @xenocosmography @elonmusk Since we built freeways that are death barriers breaking up their territory. Cougar territory covers a large area and they need to roam it freely to hunt and find food. @grok am I right? Any other insights?
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Elon Musk
Elon Musk@elonmusk·
The next @Grok Imagine release will be epic. We are doubling down.
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Daniel Phelps
Daniel Phelps@dantechpro·
@elonmusk Great, but can it create anything but videos of overly-sexualized women?
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Elon Musk
Elon Musk@elonmusk·
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Daniel Phelps
Daniel Phelps@dantechpro·
@christopherrufo This is an extreme over reaction. Cougars surely live on both sides of the freeway now. This just ensures they can travel their territory more easily without being hit by cars and causing accidents.
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Christopher F. Rufo ⚔️
Christopher F. Rufo ⚔️@christopherrufo·
The craziest thing about Newsom's $100 million wildlife bridge is that it will allow cougars, an apex predator, direct access into a suburban neighborhood filled with pets, children, and the elderly. It's like the radical environmentalist version of The Purge.
Christopher F. Rufo ⚔️ tweet media
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Alternate Jones
Alternate Jones@AlternateJones·
Just five months later, Karpathy says he doesn’t write a single line of code anymore! x.com/saranormous/st…
sarah guo@saranormous

Caught up with @karpathy for a new @NoPriorsPod: on the phase shift in engineering, AI psychosis, claws, AutoResearch, the opportunity for a SETI-at-Home like movement in AI, the model landscape, and second order effects 02:55 - What Capability Limits Remain? 06:15 - What Mastery of Coding Agents Looks Like 11:16 - Second Order Effects of Coding Agents 15:51 - Why AutoResearch 22:45 - Relevant Skills in the AI Era 28:25 - Model Speciation 32:30 - Collaboration Surfaces for Humans and AI 37:28 - Analysis of Jobs Market Data 48:25 - Open vs. Closed Source Models 53:51 - Autonomous Robotics and Atoms 1:00:59 - MicroGPT and Agentic Education 1:05:40 - End Thoughts

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Alternate Jones
Alternate Jones@AlternateJones·
haha yes, let’s see Karpathy put his money where his mouth is
Elon Musk@elonmusk

@karpathy You make a lot of great points, especially that children should learn the tools of physics early. Are you down for an AI coding contest or whatever form of competition you’d like for Andrej vs Grok 5, a la Kasparov vs Deep Blue?

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