1treetree7

LoCo, @Lemonade_Inc's insurance OS, is great for humans, but it's practically heaven for (ai) agents. More on this at Investor Day...

Grok now has skills

“What did you get done this week?” @Lemonade_Inc going strong! $LMND

This is one of the LinkedIn posts of all time, but also cool $LMND

750,000 cars built at Giga Berlin. Here’s what it takes.

Today, we announced a $ 250m investment for our Giga Berlin Cell factory. This will enable 18GWh of annual 4680 cell production and create more than 1500 new jobs. Good news during challenging times for the German industry.

Every one of these dots is an actual crash from the fleet. Real world speeds, collisions, and people. Not just the regulatory test cases. The richness of this data is what enabled the result. With simulation we can replay the crashes and measure the forces on the human body model. Then sweep through restraint deployment times to find that deploying earlier gives the time for the bag to be inflated optimally and seat belt pretension before the occupant has moved out of position. But it takes time for crash accelerometers to be certain. Lowering that time threshold risks unwanted deployments. Using vision gives the vehicle confidence to reduce that timing. The camera sees the impending impact and together with the sensors tell the restraint controller to reduce the filter and act sooner. The Y Axis shift in Predicted Injury Severity is based on sensors in the human body models from rerunning the crash simulations with the faster detection threshold. Such a reduction in injury severity across the spectrum is unheard of, let alone doing this via an update over the air. I'm extremely proud of the analysis team's work and dedication. Going above and beyond to ask "we have the safest car on the road but can we make it even safer?" And then working with the vision team to build the predictions needed to make it happen. Rigorously tested in simulation and then in physical crash testing. Now deployed and improving lives. I watch the video on loop and just imagine each dot, a person.

The human-perceived RGB is image 1 and the Tesla AI photon count reconstruction is image 2. This is why Tesla FSD can see so well at night or through extreme glare.

En route with @tesla_semi

EWS: Elon Web Services Colossus + Spaceolossus = Money printing machine

You can’t have one without the other. Without Rubrik Agent Cloud, who knows if your AI agents are operating safely and within approved boundaries. Learn more about unleashing your agents 👉 rbrk.co/4edRdHx

If your CEO and Chairman isn’t talking like this on your earnings call, you are going to have a hard time competing against those that do 💪 “Using Palantir's Foundry platform, we expanded our ontology, a digital map of our business that included our underwriting processes, workflows and data relationships. This ontology, coupled with orchestration, will enable us to deploy multiple AI agent teams to integrate with our core systems, which will improve decision-making and reduce costs over time.” Must listen to the whole clip!!!

Google Cloud SQL is one of your most critical workloads in Google Cloud. As your data estate grows, so does the need for cyber resilience. Rubrik now delivers immutable, automated protection for Cloud SQL that works alongside your existing disaster recovery strategy. No trade-offs. Now generally available 👉 rbrk.co/4eOSUva

$LMND 🍋 Q1 2026 Earnings are Up! Here is the Letter to Shareholders: lemonade.com/investor-relat… I will be posting analysis here in this thread as well as doing a video this morning on it.

Yes $TSLA FCF is going negative but context matters. There’s a difference between a business burning cash because it has to and a business choosing to deploy cash into potential high return opportunities. With $TSLA, you have to put all the cards on the table. Yes, FCF will go negative, but look at what’s actually happening. They are investing in dojo, robotaxi, robotics, semi, and scaling energy simultaneously. That’s not maintenance capex, that’s building entirely new unprecedented businesses at the same time. Auto and energy are already generating significant cash and effectively funding a large portion of this. This isn’t a company that needs outside capital to execute. It’s largely self funding its own expansion and $TSLA has $45b cash on its balance sheet, plenty of liquidity. What looks like capex today is really $TSLA buying a portfolio of call options on multiple massive markets. If even a few of these succeed the payoff is asymmetric. We’ve seen this before with $NFLX, $AMZN, etc during heavy investment cycles, the numbers looked really bad, but that was exactly when the foundation for the next phase was being built. Negative FCF doesn’t tell you if a business is getting weaker or stronger. It just tells you cash is leaving. What matters is where that cash is going! The real risk isn’t that $TSLA invests too much. The real risk is misreading investment as deterioration and missing what it’s becoming. And at the end of the day, you’re not just analyzing a number, you’re deciding who you trust to allocate your capital. With $TSLA, you’re effectively reinvesting alongside Elon, who has consistently shown a willingness to reinvest aggressively and think in decades, not quarters. Historically, that approach has created enormous value for shareholders, myself included. The real risk isn’t that $TSLA invests too much. The real risk is misreading investment as deterioration and missing what it’s becoming. 🌹

Everyone is talking about Mythos and the race to patch AI-discovered zero-days. But while we build higher walls, attackers are walking through the front door. Here’s why your recovery strategy, not your patch window, is your only real defense 👉 go.rbrk.co/i324bdp7

Microsoft Copilot and Copilot Studio promise productivity gains through Agentic AI, but how useful is it if your #M365 data isn’t safe? Discover how Rubrik Agent Cloud delivers real-time policy enforcement and Agent Rewind capabilities directly to your Copilot environment 👉 go.rbrk.co/4t5i6h

From malware hidden in a backup tool to 100,000 snapshots scanned in less than 60 seconds. Not bad. Carhartt has bolstered its data resilience with Rubrik, embracing a zero trust mindset and implementing a holistic data security solution that offers peace of mind their brand depends on. Be an un-victim like Carhartt 👉 go.rbrk.co/1riphz3c

Salesforce co-founder Parker Harris just said the quiet part out loud: "Why should you ever log into Salesforce again?" That's a $41B revenue company telling its own customers their seats are optional. Headless 360 launched at TDX last week. Every Salesforce capability, Sales Cloud, Service Cloud, Data 360, Slack, all of it, exposed as APIs, MCP tools, and CLI commands. 60 new MCP tools. 30 coding skills that drop straight into Claude Code, Cursor, Codex, and Windsurf. Agentforce Vibes 2.0 ships with multi-model support including Claude Sonnet and GPT-5. Agents render natively inside Slack, Teams, ChatGPT, Claude, Gemini, anywhere with MCP. The browser is optional. The Salesforce UI is optional. The Salesforce UI is the thing customers pay $165 a seat per month to access. Now look at what every other apex SaaS CEO is doing this same week. Microsoft is bolting Copilot on top of Office seats and double-charging. ServiceNow is layering Now Assist on top of Pro seats nobody wants to give up. Workday won't even discuss AI pricing on earnings calls. Every other apex SaaS founder is defending the seat model. Benioff just published the API spec for replacing it. The reason is in Salesforce's own field data. Their internal Agentforce instance resolves 84% of support cases with zero human intervention. A sales engineer running 90 enterprise accounts already sees seat counts down 10%. Benioff watched the compression hit from inside the building before the market could price it from outside. Run the unit economics. A CRM rep costs $80K loaded. Replacing them with an agent at $0.10 per Flex Credit action across 5,000 actions per month runs $6K a year. The customer captures $74K in labor savings, Salesforce captures $6K in software, up from the $2K/year that seat used to generate. 3x revenue per "user" if Salesforce can land it, on a TAM measured in compute hours instead of work hours. That's the bet. Take the smaller-but-faster-growing pie before someone else takes it from you. Headless 360 is the wager that Salesforce would rather be the agent runtime every AI calls into than the SaaS the agents bypass. The stock is down 35% because the market hasn't decided whether the pivot is working. $800M Agentforce ARR on a $41.5B base, growing 169% YoY in 18 months. Faster than any product Salesforce has ever launched. The next four quarters tell you whether Benioff was 18 months ahead of every other SaaS CEO or whether he just open-sourced the eulogy for his own business model. Apex founders don't dabble. They re-platform. Benioff already pulled the trigger.

Accelerating the world's transition to sustainable energy is pretty philanthropic. Giving low income/rural or disaster/storm hit areas access to high-speed internet via Starlink is pretty philanthropic. Giving disabled people the ability to control computers & robotic arms with their thoughts is pretty philanthropic. @elonmusk's companies are doing more to improve quality of human life than any "charitable" giving from any other billionaire on that list.