Greg Bellini

Companies go through phases of exploration and phases of refocus; both are critical. But when new bets start to work, like we're seeing now with Codex, it's very important to double down on them and avoid distractions. Really glad we're seizing this moment.

😂

Did a trade-in estimate just for kicks. I can sell my Cybertruck AWD for more than I bought it (considering the federal tax credit)

I have no desire to debate about Tesla or FSD anymore. I don’t give a shit. The truth is going to be what it is regardless of what anyone argues about today. It’s amazing, and if you disagree you either haven’t used it or you’re a big dumb idiot and I don’t care about you.

We just lived through the hottest decade on record. There’s no Republican or Democrat thermometer: climate change is real.

your edge is whatever you know that the models don't know

NEWS: Waymo has just announced that their autonomous fleet has now driven a combined 170 million rider-only miles without a human driver as of Dec 2025, up from 127 million in Sept 2025. That's 467,000 miles per day on average. Waymo also released updated safety stats. Locations: • LA: 37.8 million • SF: 53.5 million • PHX: 68.6 million • Austin: 10.7 million

Tesla fans using the “4-second disengagement” as a gotcha are missing the forest for the trees. Yes, the driver was technically in control of the vehicle at the moment of impact. But she was in control because FSD was already failing by driving too fast ahead of this sharp turn — it was heading straight into a concrete barrier at highway speed with no sign of correcting. Everyone who has frequently used FSD or Autopilot and paints this 4-second disengagement as a “gotcha” moment is being disengenous, and that includes Elon Musk. I have tens of thousands of miles on FSD, and I’ve experienced the system coming too fast into a turn at least half a dozen times. We’ve said this before and we’ll keep saying it: the problem with FSD isn’t what happens when the driver is paying attention and the system works. The problem is what happens when the system gives you every reason to trust it, and then suddenly doesn’t work. The driver has to recognize the failure, assess the situation, decide on a correction, and physically execute it, all in less time than the system needs to create the danger. Musk and Tesla’s propagandists can point to the logs all they want. The video shows what actually matters: FSD approaching a standard highway curve at full speed with zero indication it was going to navigate it. That’s the failure. Everything that happened after, including the panicked disengagement, is a consequence of that failure. The framing that this was “manual driving, not FSD” is technically true for the final 4 seconds and deeply dishonest about the full sequence of events. It’s exactly the kind of liability shell game that courts are increasingly rejecting, as that $243 million verdict makes clear. Tesla created the system, sold it as “Full Self-Driving,” and profits from the ambiguity. At some point, it has to own the consequences.

$TSLA might never hit $400 again

Your daily fatigue video.