Josh Dance

@JoshKale I want Rivian to succeed. We need another US car maker that will survive the shift to EVs

Nobody understands how much of a disaster this Rivian <> Uber deal is Rivian lost $3.6 billion last year on 42k deliveries. That's $86,000 of value destruction PER VEHICLE that left their factory. Their solution? Partner with Uber to turn a $58K camping SUV into a robotaxi... to compete with Tesla's Cybercab... YIKES Every 12-18 months, this company finds a new partner to write a check: - Amazon: $1.3B equity + 100K van order - VW: $5.8B joint venture - US DOE: $6.6B loan - Uber: $1.25B robotaxi deal (today) The moment they announced the Uber deal, they admitted they're pushing back profitability AGAIN to fund an autonomy program that can't even handle stoplights. Tesla's Cybercab is purpose built at $25,000 with no steering wheel. The cost per mile math isn't even close. The Uber deal is to deploy 50,000 robotaxis by 2031. Slight problem: The car doesn't exist yet. The factory doesn't exist yet. The autonomy software doesn't exist. Manufacturing is HARD. good luck have fun

@landforce both? I run Claude, Codex, and Cursor for different reasons.

So like... Claude (w/ Code, Work, etc) or Manus?

@andyorsow looks cool but would scrap the phone I would put on top of it.

Does anyone else want a monitor stand that's just a chunk of rock?

@tobinjstone amazing. If you want the price of something to go down, create more supply. :) But really it is the truth

no one wants to hear this, but the best way to address the dual problems of high ticket prices and overcrowding at ski resorts would just be to make it easier to open up new ski resorts across America

@nathan_covey I had one solve my issue. @posthog built out the setting I as trying to change. But that is the only one.

I've never had an AI support agent ever actually solve my problem. I have to escalate to a human every time.

@ldsfilmguy I’ve seen it multiple times. Privacy system so you can’t accidentally overhear what is happening inside the office.

My church building has two speakers above the stake offices that constantly play white noise. I've never seen this before.

@dnsbty I didn’t know about this project! deseret.com/utah/2026/02/2… Looks like it could be cool

@JoshDance I think that’s kind of what’s planned for the Power District right?

Can we get a Jordan Riverwalk in Utah?

@tunguz dude you gotta try Dogpile.

I just canceled my Alta Vista subscription. Yahoo is way better.

@martyamark chromewebstore.google.com/detail/mailto-… can solve it

Can we make mailto: links illegal? Nothing ruins my day faster than clicking "Contact Us" and watching my mac launch the mail app and immediately crash.

@astewart42 @CryptoMikli Build. More. Housing?

@CryptoMikli So what’s his solution for uncontrolled rent increases then? It’s a problem… what’s his solution?

Caleb Hammer explains why rent control doesn’t work “It’s one of those policies that sounds really good and really moral. You want to support it, landlords make less money and people pay less rent. But everywhere it’s been enacted, permitting has dropped significantly, and rents have gone up even faster for the average person, except for the few lucky ones in subsidized housing” “Units go untouched and aren’t maintained at all. I think something like 10-20% of rent controlled units in New York are empty because they can’t be brought up to standard, since it’s not worth investing in. In Massachusetts, rent control was a complete disaster and had to be repealed. In San Francisco, the moment they introduced it, permitting dropped. It just hasn’t worked”

@Dougbarnett this is why I use Claude, Codex, and Cursor all at the same time. Makes switching between them when I hit limits or issues easier. :)

Claude is down? Fine I guess I'll use Codex

@ellymelly today

Curious. When was the last time you picked up a real pen and wrote something on a piece of paper???

better to pay the pain tax than the regret tax

@hamids Love our R1S.

$F spent ~$20 Billion to build the F150 Lightning, then gave up on it and took a $20 Billion write-down of impairment. Ford has spent ~$40 Billion on EVs so far. It's estimated that traditional car companies have invested more than $100 Billion on EVs with little to nothing to show for it. What that tells you is that building a compelling EV is difficult and extremely expensive. There has only been one major car company, $TSLA, that has done it profitably so far. The question remains, will there be a 2nd? My bet is that yes, there will be a 2nd US-based profitable EV company, and it will be $RIVN. BUT, that's not why I'm investing in Rivian. The reasons I'm investing in Rivian is because: 1) Today, you can buy ALL of Rivian for just $19 Billion! The ENTIRE company! That's less than Ford spent on just 1 vehicle! And instead of 1 Vehicle. And instead of 1 vehicle, you get 4 vehicles: - R1T -> award-winning EV Truck - R1S -> best selling luxury EV SUV - EDV -> #1 EV Delivery Van - R2 -> The New ~$50K mass-market vehicle 2) Unlike Ford and virtually all other traditional car-makers, Rivian EVs contain in-house technology for electronics, battery, software and self-driving. These investments make for far superior vehicles that are largely software-upgradeable, and even make the cost of the vehicles cheaper to produce as the volume of production goes up. Only Rivian and Tesla have taken this "full-stack" approach to building their vehicles. 3) Besides getting 4 vehicles for the $19 Billion price-tag, you also get: - 97 Rivian Service Centers - 36 Rivian Showrooms - 141 Rivian Fast-Charging Stations with 900+ stalls Despite how long it takes to build such infrastructure, that literally nobody other than Tesla has, you get all of that for free, included in the $19 Billion price tag. 4) Also included in the $19 Billion price tage, you also get ~$6 Billion of cash for operations (which includes ~$4 Billions of debt, so ~$2 Billion net cash). An additional $2 Billion of investment coming in 2026 from VW will also add to the cash (and will likely increase the market cap). 5) Rivian has spent over $25 Billion and 16+ years to get to where its at. So the barrier to entry is INCREDIBLY hard. Lots of dead EV startups. Despite this, and the fact that Rivian is finally on the verge of explosion, the whole company is priced at just $19 Billion! So when I look at Rivian holistically, and see what I get for a $19 Billion price tag, I absolutely love what I see. This is how I view investments. I look at is from the perspective of "If I had $19 Billion to buy the whole thing, is it a good deal?" and if the answer is "yes!" then buying part of it is just as good of a deal, maybe better, because you also get @RJScaringe to run it for you!

@then_there_was @scottastevenson @shreyas link to the paper here web-archive.southampton.ac.uk/cogprints.org/…

@scottastevenson @shreyas Your approach to building intuition reminds me of the way one of the world’s top competitive programmers studies and how chicken sexers (guessing the sex of a chicken) train their intuition. Apparently you can become unnaturally good at skills that seem impossible to do.

Consider this: if “talk to customers” is the biggest secret to product success, then why aren’t more products successful? Why are so many founders unsuccessful? What explains PMs who’ve been talking to customers 5 times a week for years, without ever making products that win?

@StormSilvawalk1 ! Better than Interstellar? I am excited. Interstellar soundtrack is one of the best so I won't hold that against the Hail Mary

Yeah, that was better than Interstellar. Soundtrack wasn't though

I'm more excited about Project Hail Mary than I have been about any movie in the past year. Going to see it in theaters, I just hope it is a good adaption.

@_renatov @garrytan what do you have it do? Just installed it. github.com/garrytan/gstack

Hate to say it... the /browse skill from @garrytan Gstack is really good. 10/10 recommend.

@_renatov Feature waffles? Is that protein waffles?

Sunday breakfast this week is feature waffles. I’ll use zero fat Greek yogurt and add protein powder. My kids have no idea, and then I don’t guilty about them having waffles 🤷🏾‍♂️