JonP

@SusieM414141 This is one of my most proud accomplishments

@elonmusk @exzacklyright Nice x.com/jpuconn/status…

Major update to the 𝕏 AI recommendation algorithm rolling out next week. This will be open sourced at the same time.

@elonmusk @weeklyshowpod @CaseyNewton @noUpside Would be a great leader of the Democratic Party that is currently rudderless

@weeklyshowpod @CaseyNewton @noUpside Jon Stewart is an extremely skilled propagandist disguised as a truth-teller

How has Elon Musk’s X (formerly Twitter) influenced our democracy? On a new pod, we’re unpacking Big Tech’s election disruption with Casey Newton, editor of Platformer, and Renée DiResta, research professor at Georgetown University. New episode out now! @CaseyNewton @noUpside #theweeklyshow #jonstewart #politics

@awstar11 Space lasers

Is there any weapon system left that we haven’t brought to this war?

@wholemars Imagine how embarrassing it will be if they launch with a safety driver in the vehicle

Yes, as soon as they build the Georgia factory… and the autonomy stack.

@BernieSanders Cancel all excavators and bring back shovels! Heck use spoons

Jeff Bezos, worth $234 billion, plans to replace 600,000 Amazon workers with robots. Now, he wants to spend $100 billion to fully automate not just his warehouses, but factories in the U.S & other countries. Oligarchs are waging all out war against workers. FIGHT BACK.

@elonmusk @doganuraldesign Good thing it’s open source now

@doganuraldesign Me too

Fuck it, man. I’m so sick of these algorithm changes.

@diana_dukic Yea it’s nice tho, been able to touch grass. Turned off premium renewal too. The new algo is healthy!

Went from scrolling 24/7 to not even wanting to log in. X just hasn’t been hitting the same lately.

@Rivian @Uber Does R2 have steer by wire?

A fleet of R2 Robotaxis is coming exclusively to @Uber. ⚡🌿 Today, we announced a partnership to help both companies accelerate their autonomous vehicle plans across 25 cities in the US, Canada and Europe by the end of 2031. rivn.co/uber

@pjcombss @Hilbe I saw that at first. It appears to be an equity investment of $1.25B of RIVN stock plus purchasing the vehicles at fleet/retail pricing. Plus software subscription?

@Hilbe Math also breaks down to $25k/R2?! 😬 losing money on that deal.

50,000 units is ~10% of the annual manufacturing capacity including Georgia when it’s fully ramped. It’s ~33% of Normal. This is why it’s 2031 - they need Georgia online to satisfy the order.

@Hilbe How long did it take for Rivian to satisfy the original Amazon edv order from manufacturing start?

As an investor, this adds cash and benefits bottom line. why is standard R1 losing money? 1. It has an expensive air suspension that does not belong on the standard trim, nor do the expensive adaptive headlights. 2. Assembly lines are running at a crawl. 42k produced in 2025 vs 57k in 2023 on a line designed for 85k capacity. 2026 is likely starting out even slower. >50% utilization of fixed overhead is bleeding $ and max pain Blending the above together. Rivian can maximize production throughput on existing lines with demand asking for it. reduce overall COGS across all trim levels as a result of volume increase. At the same time they ramp R2, they can turn R1 to break even or slightly profitable.

@JPUConn @Hilbe That lower trim is losing money with tariffs. As an investor I’d rather something that adds cash and not deletes it.

This is a Gen 2 R1 Large battery pack. Notice it's got 2 empty spots in the pack and 7 modules installed. The Gen 2 R1 Max battery pack has all modules installed - 9 modules total for an additional ~30 kWh capacity. Now that the Standard (LFP) pack is on its way out, it might be worth considering getting rid of the Large pack as well. Honestly, at the price points remaining for R1 I think every R1 should be a Max pack.

@xbearishbullx @Hilbe Sure, scrap it in a year or two when R2 ramps. Until then there is immediate demand and an ability to match it profitably on existing manufacturing lines and supply chains.

@JPUConn @Hilbe Nope. The idea is to keep a gap between R2 and R1. Air suspension must stay on. Customers who want a low trim R1 should be directed towards top trim R2. This allows rivian to lock in profit on the sale.

@GrindeOptions Getting some serious Iron Eagle mixing into the simulation

HOLY SMOKES 😳

@DragTimes Plaid +?

I hear rumors of a Tesla Model S Plaid Final Edition, anyone else hearing about this?

Combining accounts does not mean relinquishing financial control to one party. They would benefit from a joint budget (i.e. google sheet) and joint accounts. Can still spend "my money" but end of the day the court will remind you in the event of a divorce or death that it's "ours".

My best friend is 36 years old. He’s been married for 7 years, but they still don’t have a joint bank account. He and his wife literally Venmo each other for half a meal out, or half of the gas bill. How do I kindly explain to him that they are acting like unserious children?

@RampCapitalLLC Goodluck with that!

What’s your plan for work when AI takes your job?

@briandstone Did you pay at end of month instead of beginning?

Hi Tesla friends, what is a "In Life Administration Fee"?

@DeItaone EV credit coming back?

VANCE ON GAS PRICES: WILL ANNOUNCE A COUPLE OF THINGS IN NEXT 24 TO 48 HOURS

@sarahadams @FurkanGozukara This is straight out of Homeland

@FurkanGozukara The guy in the video is an Islamist. If you train to create a militia with him, I promise you will end up in prison. It’s called terrorism.

US military veterans are officially preparing for the worst. They are forming a national organization called "The Modern Exodus" to train American men in weapons handling and survival skills to counter an out-of-control, corrupt government.