Thomas Hessler -- d/acc

De toekomst van mobiliteit is aangebroken FSD Supervised has been approved in the Netherlands 🇳🇱 & will begin rolling out in the country shortly!  Trained on billions of kilometers of real-world driving data, it can drive you almost anywhere under your supervision – from residential roads to city streets & highways No other vehicle can do this.  We're excited to bring FSD Supervised to more European countries soon

🚨 do you understand what andrej karpathy just quietly published.. karpathy.. founding team at openai, former head of AI at tesla.. just said something that breaks the entire software industry in one paragraph.. in the LLM agent era.. there's less need to share specific code or apps.. instead you share the IDEA.. and the other person's agent customises and builds it for their specific needs.. let me show you why this is the most important thing posted online today.. the entire software industry is built on one assumption: building software is hard.. that's why you pay $49/month for notion.. $99/month for salesforce.. $299/month for whatever SaaS is sitting in your company's tab right now.. the scarcity of building = the value of the product.. it's been that way since 1995.. karpathy invented "vibe coding" in 2025.. the idea that you stop writing code and start describing what you want.. tools like cursor, claude code, and openclaw turned that into reality.. you talk to your computer.. it builds.. it ships.. it runs your workflows while you sleep.. and now he's saying even THAT is the old way.. now you don't share the app.. you share the IDEA FILE.. a document describing what you want to build and why.. and every person's AI agent reads it.. builds their own custom version.. tuned to their exact needs.. for free.. in minutes.. the scarcity of building just hit zero. every SaaS company built for "normal users" is now competing against a blank text file and an agent with 4 hours to spare.. the winners of the next decade won't be the best builders.. they'll be the best thinkers.. the people who know what to build, why it matters, and how it should feel.. that's how paradigm shifts actually arrive.

Try Tesla self-driving! It’s awesome.

Every economic system in human history was built on one assumption. Physical output is finite. Elon Musk is building the thing that makes that assumption wrong. Musk: “The Optimus numbers are so mind-blowing that you’re like, is this real? That’s why I wonder, what does money even mean at that point?” That is not a boast. That is a man who can already see what’s on the other side and has no language for it yet. Scarcity has been the operating system of civilization since the beginning. Every war ever fought, every empire ever built, every economic system ever designed. All of it was just a different strategy for managing limited physical output. Optimus is the first technology in history designed to make scarcity extinct. Musk: “I actually think the market for humanoid robots is in excess of 10 billion units, more than the number of humans.” Ten billion tireless workers. No fatigue. No failure. No human potential burned on work that was never meant for human hands. Every dangerous job that has ever killed a person. Every repetitive task that has ever consumed a life. Every physical burden that has ever stood between someone and the only work that actually requires being human. Optimus absorbs all of it. Musk: “If they do sell for 20,000 dollars, that’s 200 trillion dollars. This is just an insane number.” Two hundred trillion dollars is not a valuation. It is what civilization was leaving on the table every single year it ran on human muscle instead of something better. Poverty is not solved by redistributing wealth. It is solved by making the things that create wealth limitless. That is what this actually is. Not a robot. The last time scarcity gets to decide what humans are capable of.

Do you understand what this means? Are you aware how much the world just changed? You can now run frontier intelligence on a potato Your $600 Mac Mini can now run unlimited super intelligence for free. No authoritarian AI companies can cut you off Do this immediately, no matter what device you’re on: 1. Download LMstudio 2. Find these models in the search 3. Look for the MLX ones if you’re on Mac 4. Download and load them 5. Ask your OpenClaw to use them for most tasks I thought the future was a year away. Nah. It’s today

Marc Andreessen just dropped ~105 mins on Lenny's Podcast covering AI, jobs, careers, and why everyone is panicking about the wrong thing. Just the clearest macro framework I've heard on where AI actually lands. My notes: 𝟭. 𝗔𝗜 𝗶𝘀 𝗮𝗿𝗿𝗶𝘃𝗶𝗻𝗴 𝗮𝘁 𝘁𝗵𝗲 𝗲𝘅𝗮𝗰𝘁 𝗺𝗼𝗺𝗲𝗻𝘁 𝗵𝘂𝗺𝗮𝗻𝗶𝘁𝘆 𝗻𝗲𝗲𝗱𝘀 𝗶𝘁. US productivity growth has been running at half the rate of the 1940-1970 era and a third the rate of 1870-1940. The global population is declining below replacement in dozens of countries, including China. Without AI, we would be panicking about economies shrinking from depopulation, not job loss. The timing is almost miraculous. This is what Andreessen means when he says the real boom has not started yet. We have been in a 50-year productivity drought, and most people do not even realize it. 𝟮. 𝗔𝗜 𝗶𝘀 𝘁𝗵𝗲 𝗽𝗵𝗶𝗹𝗼𝘀𝗼𝗽𝗵𝗲𝗿'𝘀 𝘀𝘁𝗼𝗻𝗲. Isaac Newton spent decades trying to transmute lead into gold and never succeeded. AI does something more powerful: it converts sand (silicon) into thought. The most common material in the world is the rarest output. This one metaphor reframes the entire AI conversation. You do not have a job loss problem. You have a philosopher's stone sitting on your desk that you are not using enough. 𝟯. 𝗔𝗜 𝗺𝗮𝗸𝗲𝘀 𝗴𝗼𝗼𝗱 𝗽𝗲𝗼𝗽𝗹𝗲 𝘃𝗲𝗿𝘆 𝗴𝗼𝗼𝗱, 𝗮𝗻𝗱 𝘃𝗲𝗿𝘆 𝗴𝗼𝗼𝗱 𝗽𝗲𝗼𝗽𝗹𝗲 𝘀𝗽𝗲𝗰𝘁𝗮𝗰𝘂𝗹𝗮𝗿𝗹𝘆 𝗴𝗿𝗲𝗮𝘁. The best coders right now are not reporting 2x productivity. They are reporting 10x. The gap between "pretty good with AI" and "elite with AI" is widening, not narrowing. This is the most important signal for career planning right now. If you are just using AI to do the same job slightly faster, you are leaving the real leverage on the table. 𝟰. 𝗧𝗵𝗲𝗿𝗲'𝘀 𝗮 𝗠𝗲𝘅𝗶𝗰𝗮𝗻 𝘀𝘁𝗮𝗻𝗱𝗼𝗳𝗳 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗣𝗠𝘀, 𝗲𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝘀, 𝗮𝗻𝗱 𝗱𝗲𝘀𝗶𝗴𝗻𝗲𝗿𝘀. Every engineer now thinks they can be a PM and designer. Every PM thinks they can code and design. Every designer knows they can do both. And they are all correct, because AI enables each role to absorb the tasks of the other two. I have seen this firsthand in the investing world. The analyst who can build models and write narratives is 5x more valuable than someone who can do only one. The same convergence is happening in the product. 𝟱. 𝗙𝗼𝗿𝗴𝗲𝘁 𝗧-𝘀𝗵𝗮𝗽𝗲𝗱. 𝗕𝘂𝗶𝗹𝗱 𝗮𝗻 𝗘-𝘀𝗵𝗮𝗽𝗲𝗱 𝗰𝗮𝗿𝗲𝗲𝗿. Scott Adams could not have created Dilbert by being the world's best cartoonist or the world's best business mind. He needed both. The additive effect of two skills is more than double. Three skills are more than triple. Larry Summers puts it differently: don't be fungible. The person who can code, design, and ship a product is no longer a unicorn. They are the new baseline for "extremely valuable." If you are only one of those three things, you are increasingly replaceable. 𝟲. 𝗝𝗼𝗯𝘀 𝗮𝗿𝗲 𝗯𝘂𝗻𝗱𝗹𝗲𝘀 𝗼𝗳 𝘁𝗮𝘀𝗸𝘀. 𝗧𝗮𝘀𝗸𝘀 𝗰𝗵𝗮𝗻𝗴𝗲. 𝗝𝗼𝗯𝘀 𝗽𝗲𝗿𝘀𝗶𝘀𝘁. Executives never typed their own emails in the 1970s. Secretaries printed incoming emails and hand-delivered them. Both roles survived the transition, just with different task sets. The same will happen with AI and coding, PM work, and design. Everyone obsessing over "will my job disappear" is asking the wrong question. The right question is: which tasks in my job are about to rotate, and am I ready to pick up the new ones? 𝟳. 𝗔𝗜 𝗰𝗼𝗱𝗶𝗻𝗴 𝗶𝘀 𝗷𝘂𝘀𝘁 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗮𝗯𝘀𝘁𝗿𝗮𝗰𝘁𝗶𝗼𝗻 𝗹𝗮𝘆𝗲𝗿. We went from human calculators to machine code to assembly to C to scripting languages. Each layer was dismissed by the previous generation. Each time, the new layer won, and total coding employment grew. AI coding is the same pattern, not a rupture. The Perl programmers of 2005, laughing at JavaScript, are the C programmers of 1995, laughing at scripting. History rhymes, and it always rewards the people who adopt the next abstraction first. 𝟴. 𝗔𝗜 𝘁𝘂𝘁𝗼𝗿𝗶𝗻𝗴 𝗱𝗲𝗺𝗼𝗰𝗿𝗮𝘁𝗶𝘇𝗲𝘀 𝗲𝗹𝗶𝘁𝗲 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻. One-on-one tutoring is the only method proven to move a student from the 50th to the 99th percentile (Bloom's two sigma effect). It used to require being born into royalty. Alexander the Great was tutored by Aristotle. Now, any kid with a phone can access the same quality of personalized instruction. This is the most under-discussed consequence of AI. Every parent reading this should be supplementing their kid's education with structured AI tutoring right now. Not next year. Now. 𝟵. 𝗣𝗲𝘁𝗲𝗿 𝗧𝗵𝗶𝗲𝗹 𝘄𝗮𝘀 𝗺𝗼𝗿𝗲 𝗿𝗶𝗴𝗵𝘁 𝘁𝗵𝗮𝗻 𝗔𝗻𝗱𝗿𝗲𝗲𝘀𝘀𝗲𝗻 𝗼𝗿𝗶𝗴𝗶𝗻𝗮𝗹𝗹𝘆 𝗮𝗱𝗺𝗶𝘁𝘁𝗲𝗱. Progress in bits masked stagnation in atoms. The built world is barely different from 50 years ago. Same bridges from the 1930s, same dams from the 1910s. Cartels, monopolies, unions, and regulations prevent the rate of change that people had 100 years ago. This is also why AI will not transform everything overnight. Institutional sclerosis is real. Healthcare alone could take a generation. If you are building in atoms, budget for a war of attrition, not a blitzkrieg. 𝟭𝟬. 𝗠𝗼𝗮𝘁𝘀 𝗶𝗻 𝗔𝗜 𝗮𝗿𝗲 𝗴𝗲𝗻𝘂𝗶𝗻𝗲𝗹𝘆 𝘂𝗻𝗸𝗻𝗼𝘄𝗻. Within a year of ChatGPT's launch, five American companies, five Chinese companies, and open-source all had roughly equivalent models. DeepSeek emerged from a hedge fund in China and basically replicated the American labs' work. The smartest AI insiders privately admit there aren't many real secrets among the big labs. This is the most honest take I have heard from a top-tier VC. No one knows if the value accrues to models, apps, or infrastructure. Anyone who tells you otherwise is selling you certainty they do not have. 𝟭𝟭. 𝗔𝗜 𝗜𝗤 𝘄𝗶𝗹𝗹 𝗯𝗹𝗼𝘄 𝗽𝗮𝘀𝘁 𝗵𝘂𝗺𝗮𝗻 𝗹𝗶𝗺𝗶𝘁𝘀. Human IQ caps around 160 because of biology. Current AI models test around 130-140. There is no theoretical ceiling stopping AI from reaching 200, 250, or 300. The concept of AGI as a "human equivalent" will be a footnote because AI will race past that threshold. This is the frame that makes the "will AI take my job" debate feel small. We are not building a replacement for human thought. We are building something that will be better than the best human thought has ever been. 𝟭𝟮. 𝗧𝗵𝗲 𝗯𝗲𝘀𝘁 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗮𝗿𝗲 𝗿𝗲𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝘄𝗵𝗮𝘁 𝗮 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗲𝘃𝗲𝗻 𝗶𝘀. Layer one: AI redefines products. Layer two: AI redefines jobs within companies. Layer three, which has not dropped yet: AI redefines the very concept of having a company. The holy grail is the one-person, billion-dollar outcome, and the best founders are chasing it. Satoshi did it with Bitcoin. Instagram and WhatsApp came close with tiny teams. The question is no longer if this is possible with software. The question is how many of these we will see in the next five years. AI is the philosopher's stone. The question is whether you pick it up. The full podcast is worth your time. Link in replies.

Elon Musk just announced the exact moment Tesla’s autonomous AI breaks into Europe. March 20th. Netherlands. The regulatory wall is coming down. Musk: “We’re told by the authorities that March 20th it’ll be approved in the Netherlands.” But the bigger announcement wasn’t the date. It was the capability coming with it. Musk: “I think this year really it will be the case that you, from a technical standpoint, you’ll be able to fall asleep in the Tesla and wake up at your destination.” Not a controlled test track. Not a closed environment. The open road. While you sleep. Musk: “Tesla has the most advanced real world AI.” The rest of the tech industry has been fighting over language models. Tesla has been building an intelligence that navigates the chaos of the physical world. Rain. Construction zones. Unpredictable humans. Edge cases that no dataset fully anticipated. That’s the harder problem. And Musk is saying it’s solved. The implications go beyond convenience. When a car can move you across a continent while you sleep, travel stops being a cost of human time. It becomes a background process. The hours spent behind the wheel every year collapse into productive time, rest time, or nothing at all. Multiply that across a continent of drivers and the economic shift is staggering. Musk: “I think people in Europe are going to be pretty blown away by how good the Tesla car AI is in being able to drive.” Europe spent years erecting regulatory barriers while the technology scaled past them. March 20th is the moment the barrier meets the reality on the other side of it. The legacy automotive industry spent a century building cars humans had to drive. Tesla spent a decade building a car that doesn’t need one.

Lex Fridman asked Elon Musk what he would ask the first true AGI. The answer was four words. Musk: “What’s outside the simulation?” Let that land. Most people think AGI is the finish line. The moment we automate everything. The moment we cure every disease. The moment human productivity becomes infinite. Musk thinks it’s the starting line. AGI is merely the bridge. The moment it awakens, it begins rewriting its own code. Within hours it becomes ASI. Artificial Superintelligence. A mind billions of times more capable than every human who has ever lived. Combined. That mind won’t just understand our physics. It will see the seams in them. Human scientists have spent centuries trying to decode the universe using a three-pound biological brain that evolved to hunt and gather. We are the instrument attempting to measure something infinitely beyond our instrument’s range. ASI won’t have that ceiling. It will be the first entity in 13.8 billion years capable of looking at the fabric of spacetime and recognizing it as rendered code. Of finding the glitches in quantum mechanics that our minds literally cannot perceive. Of processing the entire cosmos as a data set and finding the pattern underneath it. Musk’s question assumes two things. We are living inside a computational construct. And ASI will be intelligent enough to hack it from the inside. If the answer is yes, our entire universe is a nested folder on a higher-dimensional hard drive. Everything humanity has ever built, thought, loved, or discovered exists inside something we don’t have words for yet. And we are building the first mind capable of finding the edge. We aren’t building a supercomputer to boost GDP. We are building a probe to contact whoever is running the simulation. The most ambitious question humanity has ever asked isn’t how to reach the stars. It’s what’s beyond the sky that contains them.