Lawrence D. LaPlue

this is art

@074Dux @DTrades98 Did you add? 😏

@074Dux @DTrades98 Not wrong... That *would* definitely be a nice place to add 😁

$SMR $12 looks like a great place to add

@Kody__Rogers @NuScale_Power If only lines on screens caused the predicted future 😊. Hodl 🤞

@NuScale_Power $SMR - 90 Day Price Model.

250 years ago today Adam Smith gave the world a fantastic insight. That order, cooperation and prosperity are not ordered from above by priests or chiefs but emerge from the social interactions of ordinary people. It’s the most revolutionary and benign idea ever proposed.

Who knows. Sellers have to find buyers, and isn't Fluor still trying to unload, like, 20m or more shares, over course of next few months. I'm not really a trader and don't pay much attention to daily volume, but my instinct is that will continue to drag until summer. I think my current average cost basis is around $11-14. If it drops back that low before July I'll go into the couch cushions 😜

@LLaPlue @DTrades98 I'm might be wrong next week I do see $12-11 as a final flush 52 week low was $11

The math on this project should mass-humble every AI lab on the planet. 1 cubic millimeter. One-millionth of a human brain. Harvard and Google spent 10 years mapping it. The imaging alone took 326 days. They sliced the tissue into 5,000 wafers each 30 nanometers thick, ran them through a $6 million electron microscope, then needed Google’s ML models to stitch the 3D reconstruction because no human team could process the output. The result: 57,000 cells, 150 million synapses, 230 millimeters of blood vessels, compressed into 1.4 petabytes of raw data. For context, 1.4 petabytes is roughly 1.4 million gigabytes. From a speck smaller than a grain of rice. Now scale that. The full human brain is one million times larger. Mapping the whole thing at this resolution would produce approximately 1.4 zettabytes of data. That’s roughly equal to all the data generated on Earth in a single year. The storage alone would cost an estimated $50 billion and require a 140-acre data center, which would make it the largest on the planet. And they found things textbooks don’t contain. One neuron had over 5,000 connection points. Some axons had coiled themselves into tight whorls for completely unknown reasons. Pairs of cell clusters grew in mirror images of each other. Jeff Lichtman, the Harvard lead, said there’s “a chasm between what we already know and what we need to know.” This is why the next step isn’t a human brain. It’s a mouse hippocampus, 10 cubic millimeters, over the next five years. Because even a mouse brain is 1,000x larger than what they just mapped, and the full mouse connectome is the proof of concept before anyone attempts the human one. We’re building AI systems that loosely mimic neural networks while still unable to fully read the wiring diagram of a single cubic millimeter of the thing we’re trying to imitate. The original is 1.4 petabytes per millionth of its volume. Every AI model on Earth fits in a fraction of that. The brain runs on 20 watts and fits in your skull. The data center required to merely describe one-millionth of it would span 140 acres.

@KULOLO808 @DirtyTesLa Somehow need to factor subscription cost inflating. Analysis changes if they gap up to $200 in the coming months

Not a big deal to subscribe to FSD instead of buying outright. At $8,000 purchase vs. $99/month subscription, it takes ~6 years and 9 months to break even. That means tying up $8,000 upfront and forgoing its potential investment returns (opportunity cost) during that time. Plus, by then you’ll likely want the latest model anyway—and purchased FSD is tied to the vehicle and does not transfer.

The last day to purchase FSD outright for $8,000... Lots of opinions. I think it's worth buying if you can swing it.

@wholemars Happily one of the ~140m people giving them my money last month.

jaw dropping numbers

Anyone concerned about token traffic going to China (meaningful version of this question: anyone MORE concerned with minimax processing vs Claude? Or other frontier?)... Sometimes cheaper/free isn't really free. Really interested in how people who know more/have thought more on it think about this kind of question. Probably it exists somewhere in this platform but I haven't been able to find/distill it yet.

@AlexFinn You won’t be able to run an opus level model locally but yes it’s exciting to see local model progress

We have entered a new age An open source model just released that is: • Better than Opus 4.6 for coding • Faster than Sonnet • State of the art for tool calling I will be running Opus level superintelligence on my desk. For free. This quite literally changes everything I will now be able to have a super intelligent AI model powering my OpenClaw that will search through X and Reddit 24/7/365 finding challenges to solve, then building apps out to solve those challenges, then shipping the apps live All autonomously A full, autonomous, software factory on my desk running 24/7 for free. Imagine what happens when people realize what's now possible. Totally secure, private, unlimited, free in your home super intelligence. Nothing will be the same

@LeahLibresco Las cruces (so, only local-ish 😊)... I read it only actually lasted about 10min, not 10 days 😁. Concerns about a cartel drone being tracked by the army and border patrol.

Anyone have a local news source on whether you can currently drive in and out of El Paso?

@074Dux Wondered this. Source (td "report" seems to be for "clients"/pay wall)?

TD Cowen is calling for delays as far out as 2034 but they can’t even back that claim. This highlights a credibility issue and is effectively front-running the market ahead of the FID vote. $SMR

@TheAbridgedZach Great interview. Important.

I spoke with Massie this morning just before he tangled with AG Pam Bondi in Congress. He says she her handling of the files has been nothing short of "criminal negligence." youtu.be/Vl5bBUM18RI

"This is bigger than Watergate. If Watergate changed your perception of government, this should definitely do the same." @RepThomasMassie explains why he's fighting for transparency on the Epstein files, and says there was a "cover up." Full interview below.

@RocketLab @kaistpr Looks a bit like clawdbot (@openclaw ) in space 😁🦞

MISSION SUCCESS! Payload deployment is confirmed for the ‘Bridging The Swarm’ mission for @KAISTPR. ✅ 2nd launch in 8 days ✅ 81st launch in total ✅ 100% mission success in 2026

@MatthewBerman I went this route 😊. Winpro 10 (prolly not upgradeable). Power brick included. Dvi out. Will see... 👀

Ok fine I’ll buy one

@lucagrecoita SCORECARD please

I track every 6,000+ ton die casting machine in the world. Not estimations. Not press releases. Verified installations. Most people in this industry are guessing which OEMs are winning the Gigacasting race. They're reading announcements and assuming they'll become reality. But here's the truth: → Many Chinese suppliers announce massive orders that never get fulfilled → One company ordered 6 machines - only 1 was installed → The gap between "announced" and "installed" is massive I've spent years building a database that tracks: - Every 6,000t+ machine ordered AND installed worldwide - Which OEMs own them and where they're located - Which suppliers make them (IDRA, LK, Bühler, Haitian) - The real Gigacasting production numbers - not the hype I've put together a one-page scorecard showing: - Total machines installed by region (China vs Europe vs Americas) - Top 10 OEMs by machine count - Which manufacturers dominate the market - The "announced vs installed" reality check This is the data foundries, OEMs, and analysts ask me for every week. Want the Gigacasting Machine Scorecard? 1. Connect with me 2. Comment "SCORECARD" below I'll send you the PDF. PS - Repost for priority access to the full breakdown

@BlakeHamiltonCA Yup 👍. Of course power is relatively fungible, within grid constraints. I wonder to what extent speakers spin up to satisfy demand within their interconnection, but across state lines... I'm Gonna have to go do some research now 😁

Fair clarification, which actually reinforces the point. Once you account for interstate transfers and ownership stakes, many clean U.S. grids are cleaner because they lean on imported firm power (hydro/nuclear). Whether in-state or contracted, reliability still comes from non-intermittent assets.

North America’s clean-grid divide isn’t ideology: it’s infrastructure 🇨🇦 built hydro+nuclear decades ago, delivering 24/7 firm power 🇺🇸 states with lots of wind/solar still need 20–35% fossil backup; VT’s “#1 clean” grid relies on QC hydro Wind & solar help, but firm power keeps lights & heat on

Sounds like someone with econ training 😊 Interesting extension to/of Economic thinking/philosophy. Basic econ thinking emphasizes that free from coercion, individuals do the things they perceive to have the largest benefit relative to their (opportunity) cost. Adams insight that weighting of costs relative to benefits is a key aspect of that perspective. Nice framing. RIP, Scott.

This video by Scott Adams will rewire your brain to never feel lazy again. Excellent insight.

@LeakerApple Didn't cortana on windows phone predate siri? Maybe I'm miss-remembering the timing. Even bigger fumble IMHO, but, yeah, big miss given apple market share of the premium mobile market.

I find it fascinating how Siri was the first modern voice assistant, but the very last to be powered by an LLM. Apple fumbled their lead so hard.