John Nguyen

FSD recognizes officers hand signals. FSD 14.2.2.5 stopped for a police officer who was assisting in a fallen branch and directing traffic. FSD waited until the officer waved me on to go, the car recognized his hand signal.

Aujourd'hui grosse discussion avec mes ingés (chez Argil) sur pourquoi Elon a viré le LIDAR de ses voitures autonomes. Choix radical, moqué pendant des années, et comme d'hab il avait raison depuis le début. Le LIDAR c'est un laser qui balaye l'environnement et crache un nuage de points 3D. Sur le papier tu obtiens la géométrie exacte du monde. Dans la vraie vie c'est une verrue technologique collée sur le toit parce qu'on sait pas faire mieux avec la vision seule. Problème numéro un : ça rajoute une modalité dans le training du modèle. Ton réseau doit apprendre à fusionner vision + lidar + radar + ultrasons. Chaque capteur en plus c'est une source de désaccord à arbitrer, pas une source d'info supplémentaire. Sensor fusion artisanale = dette technique permanente. Problème numéro deux, la bitter lesson de Rich Sutton : scaler le compute sur une seule modalité bat systématiquement les architectures bricolées à la main. Tesla a dropé le radar, puis les ultrasons, est passé full end-to-end vision. Leur courbe sur les edge cases s'est accélérée APRÈS, pas avant. Waymo fait l'inverse et reste stuck en ops géofencée. Problème numéro trois, le plus fondamental : le LIDAR voit la géométrie, pas la sémantique. Il sait qu'il y a un truc, pas ce que c'est ni ce que ça va faire. Les derniers 9 de fiabilité sont des problèmes de cognition, pas de perception brute. Un capteur de plus résout rien, il ajoute du bruit. Sébastien Loeb balance une 208 T16 à 180 dans un chemin boueux corse sous la pluie avec zéro LIDAR. Deux yeux, un cerveau. L'évolution a donné des yeux aux prédateurs pendant 500 millions d'années, pas des lasers. Il y a une raison. Le LIDAR c'est l'équivalent du marxisme appliqué à l'économie. Une solution planifiée, centralisée, qui prétend modéliser explicitement ce qui doit émerger d'un système distribué et adaptatif. Tu remplaces l'intelligence par de la mesure, la compréhension par de la donnée, l'émergence par le contrôle. Ça rassure les ingénieurs qui veulent tout spécifier en amont, exactement comme la planif rassurait les économistes soviétiques. Et ça échoue pour les mêmes raisons : la réalité est trop riche pour être capturée par un capteur, comme elle est trop riche pour être capturée par un plan quinquennal. La vraie intelligence, celle de Hayek comme celle de Tesla, c'est de faire confiance à un système qui apprend de l'expérience plutôt que de tout pré-encoder. L'élégance d'une solution c'est son rapport signal sur complexité. Le LIDAR explose le dénominateur. Défendre le LIDAR en 2026 c'est préférer empiler des hacks plutôt que résoudre le vrai problème. C'est de la feignasserie intellectuelle maquillée en rigueur d'ingénieur. Les mêmes gens qui défendaient les systèmes experts en 2012 contre le deep learning. Ils finiront pareil. Never bet against end-to-end. Never bet against la simplicité. Never bet against Elon.

Watch this full 60 seconds closely. Then watch it again. This isn’t a demo. This is real-world chaos. • Tesla and a Mercedes ahead both slide into a left-turn-only lane to safely pass cyclists • Both return cleanly to the correct lane after safely passing the bikers. • A child on a bike waits at a crosswalk and reaches for the button • Before the lights even turn on, the Tesla is already slowing • The Mercedes keeps going • A Cadillac, going the opposite direction, blasts through illegally while the lights are active Pause there. The Tesla didn’t react to the lights. It reacted to the child. Speed drops early. Controlled stop. Zero drama. Then the cyclists reappear. Tesla carefully eases into the center turn lane, slow and deliberate, gives space, clears them, returns fully to lane, and finishes the drive. No honking. No hesitation. No human guesswork. This is inference. This is anticipation. This is autonomy in the wild. Watch the nuances. The timing. The intent. Tesla FSD is already playing chess while others are playing checkers. Mercedes-Benz and Cadillac show the contrast in real time. $TSLA has won real-world autonomy.

CS Lewis understood

Mark Cubans advice on selling AI agents to SMBs is the MOST underrated clip on the internet right now. here’s the full play he didn’t break down (bookmark this): pick one vertical. learn the flows. become the AI team they never hired and wish they had. you really don’t need a CS degree or VC money. you need claude, a cold email sequence, and the willingness to learn one industry better than anyone. bonus, find an industry leader who knows nothing about AI but knows everything about their business. partner with them. bring AI into their operations. you increase EBITDA. you increase multiples. you own a piece of the upside. this is the business model of the decade.

Mark Cubans advice on selling AI agents to SMBs is the MOST underrated clip on the internet right now. here’s the full play he didn’t break down (bookmark this): pick one vertical. learn the flows. become the AI team they never hired and wish they had. you really don’t need a CS degree or VC money. you need claude, a cold email sequence, and the willingness to learn one industry better than anyone. bonus, find an industry leader who knows nothing about AI but knows everything about their business. partner with them. bring AI into their operations. you increase EBITDA. you increase multiples. you own a piece of the upside. this is the business model of the decade.

🇨🇳 The scale of China’s electricity projects is just on another level. A hillside in rural Guizhou, China covered in solar panels. Thousands of them stretched across mountain ridges to the horizon, transforming bare rock into terawatt-hour electricity.

Getting back into one of these after being used to V14 is insane. I don’t know how to describe it, but it feels like you’re back “in the shit.” You don’t actually feel like you’re part of traffic when you use FSD. It’s like being a passenger on a train or plane. Everything kinda fades into the background and you’re just in the vehicle hanging out. Getting behind the wheel of this Toyota feels like I just got thrown back into the rat race or something. Like I’m back in the middle of the shit fighting for my life. The best DD ever. Nobody is going to want to do this shit anymore when they get used to self driving technology. It’s absurd. It feels like it shouldn’t even be legal 😂

I might get some pushback for this, but I honestly think a lot of parents, especially in places like Silicon Valley and especially many Asian parents, are training their kids for the wrong world. I see kids at the age of 7-8 packed with after-school math, more reading, more test prep, with the goal to make them “smarter.” But from my perspective, living deep in the AI world every single day, I’m pretty sure raw intelligence is about to become a commodity. Very soon, AI is going to do math better than the best mathematician, it’ll diagnose better than top doctors around the world, it’ll draft contracts better than elite lawyers, and it’ll learn faster than any PhD, instantly, endlessly, and without any fatigue. All of that knowledge will live right in your pocket. So think about it… if we’re raising kids to win by being “the smartest in the room,” we’re really training them for something that’s already being replaced. In my opinion, this is a waste of time, $, and effort. What I focus on with my kids is very different. I care about willpower. I care about passion. I care about loving something enough to stick with it, especially when it feels hard. And as a Dad, my job is to support that, whatever it is, and teach them to never give up. I could be totally wrong though… But when I look at where AI is headed, I don’t think the future belongs to the kid who memorized the most formulas or did the most math problems, etc. In the future, I think the winners are going to be kids who 1/ can push through frustration 2/ can stay curious 3/ can keep going deeper into their passions than others 4/ can use AI tools to build cool things 5/ has the will power to never give up In this day and age, school doesn’t really teach this and I don’t think after-school classes teach that either. I don’t think any of this can really be taught at school tbh, it’s something that is developed inside the home through the environment we as parents cultivate. In a world where AI will help you build anything, create anything, and learn anything instantly, I don’t think the real edge will be intelligence anymore like the past. The edge will come down to grit, discipline, emotional strength, and to keep going as others quit. AI will be so deeply woven into our kids’ lives whether we like it or not. That part is unavoidable. However, what is avoidable is raising kids who only know how to follow instructions, chase grades, and wait for approval. I always tell my kids, I don’t care what grade you get in a test. I care that you know what you got wrong, why you got it wrong, and what you’re doing to avoid that mistake in the future. Because I firmly believe in the future, the kids who will thrive the most will be the ones who want something badly enough to go after it, who aren’t afraid to fail, and those who know how to leverage AI. Just my two cents. But if we’re serious about the future, I think it’s time parents start training for that world, NOT the one we grew up in.

Home backup capacity of 9 Powerwalls Also, I’ll drive you wherever you want

Insurance is half price when Tesla self-driving is activated, because it increases safety so much