Andrew Bartels

Wow. Wow. My #Tesla #HW4 #FSD v13.2.2 just reversed out of my driveway. Drove me across town and wait for it into the pharmacy parking lot and found a spot and reverse parked into it with zero intervention from me. My wife kind of freaked out. She was like what is it doing. It was a quirky little parking lot. The car actually switched to reverse to navigate around a traffic island. Mind blown. I am genuinely starting to think this robotaxi thing might work. @Tesla_AI @chuckcook @coldenvy @AIDRIVR @aelluswamy Wow. Had some kind of AP and later FSD since 2018. For me this was the moment.

@coldenvy lol.

@adb1146 Wow even you... I always counted on you to get it if I don't at least

3 waves ... Progress still nothing here how about others?

From @WSJopinion: What happens when Europeans find out how poor they are? The Continent trails far behind U.S. economic output. Politics is bound to catch up sooner or later, writes Joseph Sternberg. on.wsj.com/4n5v2Wq

Sam Altman is basically saying OpenAI does not want to be just another high-margin software company selling AI tools. The bigger ambition is to become the core intelligence infrastructure layer for the economy. i.e. OpenAI wants to sit underneath companies, products, workflows, agents, consumer apps, internal automation systems, developer tools, and business processes. Not just as a chatbot. Not just as an API. But as something closer to an “intelligence meter”, where people and companies consume AI the way they consume electricity, cloud compute, or internet bandwidth. The key point is about margin philosophy. Altman is saying that AI may not remain a very high-margin business forever. As models get smarter, switching from 1 AI to another becomes easier. A company can ask an agent to migrate code, replace workflows, test alternatives, and move faster than before. So defensibility may not come from locking customers into a single app. It may come from becoming the cheapest, most useful, most reliable intelligence utility at massive scale. That is a very different OpenAI strategy than “build the best AI app and charge premium prices.” The real strategy sounds more like, that OpenAI wants to align itself with the success of the whole economy. If companies automate more, build more, sell more, ship faster, and create new products using OpenAI’s intelligence layer, then OpenAI grows with them. This is closer to an infrastructure business than a normal software business. The important part is that Altman seems comfortable with OpenAI becoming a huge low-margin company, as long as it becomes deeply embedded in global economic activity. That is a very Amazon Web Services-style idea, but for intelligence instead of cloud servers. So in the future the winning AI company may not the one with the fattest margins, but the one that becomes the default meter for intelligence usage across the world. --- From "Stripe" YT channel (link in comment)

@coldenvy Nope

@adb1146 It's minor fixes for spring update. Did you get FSD v14.3 yet?!

Do you like the new install notification?

"El socialismo es una religión política cuyo Dios es el Estado y cuyos sacerdotes son los burócratas... Es una filosofía del fracaso, el credo a la ignorancia y la prédica a la envidia; su virtud inherente es la distribución igualitaria de la miseria" Winston Churchill

None of this is surprising. People want their money to stretch further. They want their time back. They want small affordable luxuries they can fit into a lunch break. What’s dying? Anything with friction. Anything the internet already replaced. Anything that asks for ceremony when convenience is on offer. You can’t force a structure on people against the wishes of the market. It fails every time. The market is always voting. You just have to read the ballot.

À Paris, les commerces qui cartonnent le plus sont désormais : la restauration rapide assise (+579), les ongleries (+217), la téléphonie discount (+201), les friperies (+99), tandis que le prêt à porter femme (-678), les agences bancaires (-205), les agences de voyages (-179) et les restaurants traditionnels français (-139) mettent la clé sous la porte. En seulement 5 ans.

Chuck. Can you do some parking lot testing. Not Smart Summon but driving into a parking lot to see how it selects a spot etc. does it go nose in vs reverse parking which it should not do. Ever tried to load groceries when reverse parked with no space for a trolley. I just think we are at a point where for the most part driving is solved. Now it’s all about the last 500 ft. Chuck style.

A new version of FSD v14.3.2 build 2026.2.9.10 is downloading to both of my vehicles. This is the same version of FSD as the last build. I am out of town until Monday so will be looking for change updates from the others.

@salesforce Watch this demo of #Salesforce #Headless360 in a real world example where we have deployed a #Agentforce Agent to Slack. psadvisory.com/demos/sales-gu…

Software was always created by humans, for humans. Now it's created by humans and agents. For humans and agents. And you may never have to log in to use it. Not even Salesforce—which is now open to every human, agent, and platform with Headless 360.

Unfortunately the maths wins. Maryland’s top 25% pays the vast majority of state income taxes. They get almost nothing back in direct services. The math: •Top 1% covers roughly 80% of new revenue from the 2025 income tax changes •Top 20% pays the clear majority of all state income taxes •Income tax is 40.5% of all state and local tax collections, the highest share in the country Where it goes: •Public welfare and Medicaid: $3,199 per capita, high earners use almost none •K-12 funding formulas explicitly redistribute to lower-wealth counties •$176M in Disparity Grants flows to jurisdictions with lower income tax revenue This is the design, not a bug. The system is built to redistribute. High earners fund services they don’t use. Their kids are in private school or wealthy public schools already funded by local property taxes. They don’t qualify for assistance. They pay full freight on healthcare, college, and everything else. When that math stops working, people leave. Maryland sits 46th in tax competitiveness with a budget deficit projected to triple in three years. You can’t keep raising rates on a base already paying the most and getting the least. Eventually the math wins.

Dena Clements is preparing to leave behind the life she built in Baltimore because she can no longer afford to stay. Her decision reflects a broader shift among Maryland residents who are moving across state lines for financial relief. bit.ly/4w2PdZ7

OpenAI recently missed its own targets for new users and revenue, stumbles that have raised concern among some company leaders about whether it will be able to support its spending on data centers on.wsj.com/4eMXEl5

I always find posts like this a bit amusing because they often assume that if parents are successful, their children must automatically become soft or entitled. In many cases, I’ve seen the opposite. Those children often grow up watching what success actually costs. They watch 80-hour weeks. They watch pressure. They watch risk. They watch their parents carry responsibility for employees, customers, and families. They watch missed dinners, travel, setbacks, and the constant burden of trying to build something meaningful. That kind of exposure does not automatically create entitlement. Quite often it creates perspective, gratitude, and motivation. Of course, background alone guarantees nothing. Some people waste advantages. Some people rise from very little. That’s true everywhere. But the idea that children of hardworking successful parents are generally soft is just as lazy as assuming children from modest backgrounds are automatically tougher. What matters is values, standards, accountability, and what is modeled at home. The real inheritance is not money. It’s mindset.

Luke Falk shared a Mike Leach story that stopped me cold: Two kids. One rich. One poor. Every training camp, Coach Leach told his team about these 2 kids. The rich kid has two choices. Get soft. Get entitled. Expect everything handed to him because he was handed more. Or take the resources, the coaching, the opportunities, and compound them into something greater. The poor kid has two choices too. Say nobody gave him anything. Blame the world. Make his circumstances the reason he never became what he could have been. Or outwork everyone in the room. Luke said the locker room had both. Kids from wealth. Kids from nothing. Kids with every advantage. Kids who scraped for every inch. Same choice for all of them. Ownership or victimhood. Fuel or excuse. The rich kid can waste the head start or build on it. The poor kid can drown in the deficit or weaponize it. Greatness doesn't come from where you start. It comes from which kid you choose to feed. Credit to @coachlukefalk for continuing to share golden nuggets about Coach’s legacy

@BossiTom She does Tom

She got you!

@curiouscammie @ChuckCook The fleet currently has 2 hardware 3 cars and one hardware 4. You see my problem.

@adb1146 @ChuckCook Yes, two or more is the answer. If you lover her, for god sakes man, buy her a new H4 Model Y! Build to your own personal fleet!

Today I drove to Orlando on a brand new version of FSD v14.3.2 to go fly for a few days. This was the day after earnings where many felt disappointed about the release date of unsupervised FSD on our current platforms. After I landed in Las Vegas, I took a walk around town, all I could see were other autonomous driving platforms trying to reach unsupervised. They are everywhere here. This morning I pressed "start self driving" at 5 AM, I didn't disengage until I got to Orlando at 7:30 AM. Unsupervised timelines do not matter to me. This technology and current version of FSD has changed the way I live, work, and commute. Tell everyone you know, talk about it as much as you can in your own circles. We are the only ones that can communicate this. It takes subject matter experts to explain what is happening right now because we are at such an early stage. @tesla_ai

@ChuckCook It all started when her Model Y went in the shop for a month. During that month she drove my car to work. Started using FSD and boom there was no going back. Now she would not consider another vehicle without a FSD capability. It’s that simple. FSD is the killer app.

@adb1146 Awesome situational story Andrew

Healthy skepticism, but emissions is one area where we don’t have to trust them. NASA satellites measure atmospheric CO2 directly, and coal imports are tracked by the exporting countries, not China. Cement emissions follow fixed chemistry you can’t fake. Independent estimates (Rhodium, IEA, Global Carbon Project) consistently run slightly higher than China’s official numbers, by 5 to 15%. So yes, they under-report. But not by enough to change the picture. The 31% figure already bakes in the correction.

@adb1146 @triffic_stuff_ …generation. Too, the Chinese have no problem lying about such things. And too many believe their lies on emissions!

🔥 One Of The Greatest, Most Brutally Honest Scenes In TV History. In Landman, Billy Bob Thornton’s character Tommy Norris drops a masterclass monologue that completely obliterates the delusional “green energy” fantasy in under two minutes. Billy Bob Thornton as Tommy Norris is out in the Texas oil patch, looking at those massive 400-foot wind turbines supposedly “powering a clean future”… while they’re actually running remote oil wells because there’s no grid electricity out there. She asks, “They use clean energy to power the oil wells?” Tommy fires back: “They use alternative energy. There’s nothing clean about this.” He breaks down the “clean” reality: These things sit on giant concrete foundations poured with diesel, made from steel cooked in fossil fuel furnaces, hauled and cranked up by fuel-guzzling trucks and cranes, then slathered in petroleum lubricants just to spin for their measly 20-year life. Tommy doesn’t stop there. Fossil fuels aren’t some dirty secret, they’re the lifeblood of everything modern. The roads you drive, the tires on your EV, the plastic in your phone, your clothes, your fridge, your medicine, your makeup and lipstick… you name it. Pretending we can wave a magic wand and “transition” away from oil overnight? That’s the real delusion sold by folks who’ve never gotten their hands dirty in the real world. Taylor Sheridan and Billy Bob delivered one of the most honest, unapologetic scenes on TV in years. No preaching, just straight facts from the patch. Watch the clip. None of this is “green” or “clean”. Not the turbines, not the transition, not the fantasy.

Mostly right. Small corrections: China is ~31% of global emissions, not more than everyone else combined. Closer to ‘more than all developed nations combined,’ which is still damning. New coal capacity is ~200 GW under construction, not 800 plants. Haoji Railway is real and exactly what you described. Where it gets complicated: China is also installing more solar, wind, nuclear, and EVs than the rest of the world combined. Coal’s share of their electricity mix has dropped from 78% to 58% since 2011 even as absolute tonnage grew. They’re building everything, all at once, because demand is growing faster than any single source can cover. Which loops back to my earlier point. If you want the developing world to have reliable 24/7 power without locking in 50 years of coal, you need something dispatchable and clean at scale. That’s nuclear. The West spent 40 years killing its nuclear industry and is now shocked that China and India are burning coal. Those two facts are connected.

@adb1146 @triffic_stuff_ China emits more CO2 than the rest of the world combined. In addition to their already huge fleet of CFPSs, they have an additional 800 under construction. There’s a reason they completed a $28 billion coal-only railway a couple years ago. These coal assets 50 more years

Agree on the second part. The developing world needs 24/7 power, full stop. That’s why the serious answer is massive nuclear buildout, not pretending wind and solar alone solve it. Disagree on the first. The US is still 13% of global emissions and China is installing more solar annually than we have cumulatively, because it’s cheaper than coal in most of the world now. ‘Nothing we do matters’ is the same logic as ‘my vote doesn’t count.’ Technically true at the margin, useless as a policy.

@adb1146 @triffic_stuff_ Oh…disagree? Great! Let’s hear the DETAILS…not platitudes. And remember, nothing the West does matters. It’s the other 7 billion who will decide global CO2 levels. And most of them would like the 24/7 power we take for granted.