Nathan Barnes

@beffjezos Which AI do you prefer?

Using Claude Code or Codex when in SF is effectively choosing whether you'd like an EA-adjacent or e/acc-coded landlord in the near future

FIRE!

Here I am trying to grow Australia's electricity generation 😫

For those unaware, SpaceX has already shifted focus to building a self-growing city on the Moon, as we can potentially achieve that in less than 10 years, whereas Mars would take 20+ years. The mission of SpaceX remains the same: extend consciousness and life as we know it to the stars. It is only possible to travel to Mars when the planets align every 26 months (six month trip time), whereas we can launch to the Moon every 10 days (2 day trip time). This means we can iterate much faster to complete a Moon city than a Mars city. That said, SpaceX will also strive to build a Mars city and begin doing so in about 5 to 7 years, but the overriding priority is securing the future of civilization and the Moon is faster.

Hitting #Claude code limit on max account

@beffjezos Got my gf hooked on vibe coding so I could build all weekend

Weekends are for tinkering

@beffjezos I just locked in for 12 hours across 4 projects and it was easy. Fun even. I built more in 1 work day than my developers have in 1 year.

It's always a sneaky Claude code session as a treat that turns into a multi-hour accidental lock in

@elonmusk Exponential growth can't be grasped when it's right in front of you.

Starbase has come a long way

COUNTRIES THAT LOST A WAR TO BIRDS: 1. Australia 🇦🇺

@elonmusk @beffjezos Elon owns this emoji now 🚀

@beffjezos 🚀

2026 is insane because one day you can wake up and the casual news of the day is that everyone's personal AGIs are forming a Skymet and Elon is IPO'ing SpaceX at $1T to build an AI Dyson Swarm. We are in the most accelerationist timeline.

By 2028 the Moltbots will have made enough crypto to pay for a Starship ride and start colonizing the Solar system by my estimates

@Tesla LFG is the highlight

Q4 Shareholder Update → ir.tesla.com — Highlights 2025 marked a critical year for Tesla as we further expanded our mission & continued our transition from a hardware-centric business to a physical AI company. We also laid the foundation for the future of Tesla by further advancing FSD Supervised, launching our Robotaxi service, beginning to install production lines for Cybercab & fine-tuned our production-primed Optimus design while expanding our AI training infrastructure. In 2026, we will further invest in the infrastructure needed to support clean energy + transport as well as autonomous robots. This includes the ramp of 6 new production lines across vehicle, robots, energy storage & battery manufacturing. We're building a world of amazing abundance. LFG! Automotive – APAC region continues to show strength across multiple markets & set a record for deliveries this quarter – Preparations in North America continue for the production ramps of Tesla Semi & Cybercab, both commencing in the first half of 2026 & production of the next gen Roadster Energy generation + storage – Highest quarterly energy storage deployments, driven by record Megapack deployments – Total gross profit = $1.1 billion, marking our 5th consecutive record quarter! – Megapack 3 & Megablock production starting at Megafactory Houston this year – In 2025, Powerwall network supported more than 89k Virtual Power Plant events across >1 million installed units, saving homeowners >$1 billion in electricity bills Robotics – Planning to unveil Optimus Gen 3 in Q1 this year, our first design meant for mass production – Start of production planned by end of 2026, with eventual planned capacity of 1 million robots/year AI Training Compute – Currently building Cortex 2 at Giga Texas to further increase our AI training compute capacity – In the first half of 2026, we're planning to more than double the size of onsite compute in Texas (in terms of H100 equivalents) Battery – Our lithium refinery started pilot production. It is the first spodumene to lithium hydroxide refinery in North America, with a simpler, cheaper & more environmentally friendly process – Started producing battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply – We now produce dry electrode for 4680 cells with both anode + cathode made in Austin – We expect both domestic cathode material in Austin & LFP lines in Nevada to begin production this year AI Software – Shipped latest version of FSD Supervised (V14), which will drive you to your destination, find a free spot & park AI Inference Compute – Development of our in-house, custom designed AI5 & AI6 inference chips for autonomy progressed during Q4, with production planned for 2027 & 2028 respectively – Targeting a 50x improvement for AI5 compared to AI4, thanks to 10x raw compute, 9x memory capacity & 5x hardened block quantization & softmax function (= enabling efficient low precision computing without sacrificing model accuracy) Automotive + Other Software – Robotaxi app no longer has a waitlist in the areas we serve – Our vehicles keep getting better with over-the-air software updates: Grok w/ navigation commands, Photobooth, Supercharger Site Maps, Automatic HOV Routing, & more Robotaxi – Began testing driverless Robotaxis in Austin in December & began removing safety monitor from customer rides in January – Our Bay Area ridehailing service now serves SJC, with plans to expand to other Bay Area airports upon receiving required permitting – Cumulative paid Robotaxi miles have now exceeded 600k FSD Supervised – Launched in Korea, where customers drove >1 million kilometers in just one month – We continue to pursue regulatory approval in China & Europe – FSD Supervised subscriptions more than doubled in 2025

@beffjezos Disappointed to miss out on the investment. Excited that money won't matter soon.

It's over. Humanity won against the great filter.

@stevenmarkryan Scale in always!

CapEx go BRRRR. Big year ahead. $TSLA

@beffjezos More energy!

Energy based models. Maximum entropy principle. Geodesics in information geometry. All enabled by thermo compute. IYKYK

imagine taking as little risk as possible to safely make it to death.

@XFreeze If you're not investing in Tesla after this, you just don't understand what's happening in the world.

@alexcooldev Like the calculator. It doesn't replace thinking, it just let humans focus on the creative not the legwork

To be honest, I vibe-code 80–90% of my projects too. It feels incredible when you actually know how to code and understand how the system works. AI doesn’t replace thinking. It just lets you move at insane speed.

@beffjezos Will Macrohard delete Microsoft?

OpenAI is the new Meta and Anthropic is the new Microsoft