Jeffrey Johnson

room with a sea view Edward Hopper Fifties

The most important decision you will ever make is to be in a good mood -Voltaire

The speed of a chamois running down a mountain. 📽: Zian Perrot-Couttet

Henri Matisse🎨 The Joy of Life.

🤔This is why scientists still cannot predict the double pendulum exactly.

Chamath Palihapitiya on CNBC this morning talking @SpaceX: "I really believe in Elon, I really believe in SpaceX. What is the interesting thing worth taking away? I think people are underestimating the short-term value of two things. One is the industrial logic of inquiring Tesla. There is a very obvious industrial logic to put these two businesses together. To have one capital structure, to have one balance sheet, to be able to raise money for the broad swath of things that he’s doing, as one vehicle. The second, I think you are going to see enormous business in the domestic cellular market, before you see a lot of other revenue streams hit." I agree. People are sleeping on Starlink Mobile.

Vincent Van Gogh Chaumières au soleil, 1890

Hedy Lamarr invented the basis for Bluetooth and WiFi.

“Those who believe without reason cannot be convinced by reason.” ― James Randi

SpaceX has just officially unveiled its next-generation @Starlink V5 terminal, featuring a much smaller lighter design. • Speeds up to 375+ Mbps • 50% more power efficient than V4 (V5 has an avg power consumption of just 35-50W) • 35% smaller dish than V4 • Dish weight: 2.4 lb (62% lighter than the V4) • 110° field of view (same as V4) • Software-assisted manual orientation (same as V4) • IP67 Type 4 weather resistance (same as V4) • Operational wind resistance up to 165 mph (vs 60 mph+ rated for V4) • Snow melt capability up to 40 mm/hour (1.6 in/hour) (same as V4) • Operating temperature: -30°C to 50°C (-22°F to 122°F) (same as V4) • LED status indicator integrated into the dish (V4's primary status indicator is on the router) • Includes Router Mini with Wi-Fi 6 • Dual-band 2×2 MU-MIMO • Two 1 Gbps RJ45 Ethernet ports • Wi-Fi coverage up to 2,200 sq ft • Supports up to 235 connected devices • Mesh compatible with Starlink Gen 2 Router, Gen 3 Router, Router Mini, and Starlink Mini • Includes a 15 m (49.2 ft) Starlink cable • Includes a 2 m (6.6 ft) Ethernet cable • Includes a 1.5 m (4.9 ft) power cable • Includes a pipe adapter, power supply, Router Mini stand, and kickstand.

I asked border czar Tom Homan why ICE agents weren't wearing body cameras in Maine or Texas, given Congress gave DHS $20 million for them back in April.

🇺🇦♠️♥️♣️♦️

Marco Rubio: “That’s the law. It’s an international waterway. No country is allowed to charge tolls on an international waterway. That’s international law. That’s the way it is all over the world, and that’s the way we expect it will be here.” Trump: “We’re charging tolls.”

“The world is not magic, and that is the most magical thing about it.” — Sean Carroll

"A week from Tuesday, there'll be some cool news about things happening on the campus around Giga Texas... I can't talk about it right now, but it's part of the scaling effort." -Lars, a week ago $TSLA Waiting for cool scaling news 🍿

In 1943, Erwin Schrödinger walked onto a stage in Dublin and asked a question that hardly any physicist was asking: "What is life?" The lectures that followed were published a year later as What Is Life? Schrödinger argued that genes couldn't be ordinary crystals. They had to be something far stranger, an "aperiodic crystal" capable of storing enormous amounts of information while remaining stable across generations. Nobody had seen such a thing. But a young generation of scientists couldn't stop thinking about it. Among them were James Watson and Francis Crick. Less than a decade later, they uncovered the double-helix structure of DNA. After the discovery, Crick wrote to Schrödinger to thank him. He admitted that What Is Life? had drawn both him and Watson into genetics in the first place.

A group of lemurs is called a conspiracy.

BREAKING: Our grassroots campaign raised $30 million since April. Over 780,000 individuals have donated to this movement. We’re uniting Texans onto one team to take on this broken, corrupt political system.

Applebaum: Putin's war has finally reached Moscow. Muscovites have lost cell service, struggled to use ATMs and come under drone attacks. They understand Russia isn't winning. Putin won't fall tomorrow, but it has shifted the mood of Russia's business and political elite. 1/

Thoughts: “In a week from Tuesday, there’ll be some cool news about things happening on the campus of Texas and I can’t talk about it right now, but that’s part of the scaling effort.” — Lars Moravy First, I think it's awesome there's so much debate, controversy, and discussion about this. Zoom out for a moment: it means Tesla has built a community so engaged that even a single comment from an executive gets dissected from every angle. Imagine people hanging on every word from a Ford executive by comparison. Second, I doubt Lars was referring to something small, like the Impact Report. That's not to diminish the report (it's important), but it doesn't feel like the kind of thing you'd tease during an interview as "cool news." Third, I think Lars meant exactly what he said. It's possible whatever he was referring to simply wasn't ready yet, and July 7 was the target date at the time. I will give him benefit of the doubt. Lars is an exceptional executive, and Tesla is fortunate to have him. That said, I do have one criticism. This was a public, on-the-record interview. He's experienced enough to know that comments like this become news, especially for a public company. Investors analyze every word because major updates from Tesla are relatively infrequent. Reading the tea leaves comes with the territory. So what was he talking about? I don't know. What I do know is that Tesla is on fire. What's happening at the Texas campus is extraordinary. Robotaxis are running wild, more vehicles are coming off the line every day, they're running the test track, and the company continues making massive investments in the infrastructure needed to scale (Optimus factory build out, Terafab research center— to name the big ones.) One of the biggest criticisms from short-term investors and Wall Street types is that Tesla's capital expenditures (capex) are high and free cash flow may go negative. As a long-term investor, I want this: a once-in-a-generation investment ahead of multiple massive product cycles. I'm patient. @larsmoravy keep cooking, we love you. And you thought summer was going to be boring.