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@DrKnowItAll16 My guess:
RaaS = Robotaxi
$25k car = next version of MY & M3
CyberCab = next gen vehicle
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Adobo Bro
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@LegionHoops Getting that perspective. These guys gonna be alright and terrorize the league for YEARS
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Victor Wembanyama and Julian Champagnie seen spending time with San Antonio kids in the hospital after their Finals loss ❤️
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@HansMahncke During the lawsuit against them, we will find out exactly which cretin wrote this terrible lie
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@farzyness TypeWhisper using Apple Speech under the hood is instant fast!
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Alright, so this is a test of Wispr Flow. I just downloaded the software, and I'm basically writing a post right now by just talking. I'm not going to have it do any sort of error fixes or anything, and I'm curious to see what kind of accuracy it has. I've just been talking this whole time, and depending on how easy it is to understand this and what the punctuation is, I'm going to let the people decide what the quality of this is really.
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No law can replace good parenting.
Parents already have the tools to limit kids’ digital consumption: parental controls, screen-time limits — or no smartphone at all.
Instead, many parents give toddlers iPads just to keep them quiet.
No amount of regulation will fix that.
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@joshpritts1 @nerdalert I don't think it's that dramatic. @nerdalert is just bringing up points of contention. Is it adversarial? Of course it is, contention & debate by nature is adversarial. But nothing wrong with it as long as it's done respectfully and with intellectual honesty, which it has
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@nerdalert Can we just wait until there is a real proposal before we start tearing into each other?
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I agree with Amy’s second bullet that a merger creates more upside. I’m for a merger in theory.
However the point Bradford is trying to make is that it matters a lot what the exchange ratio is. My strong sense is that Tesla is close to an inflection point in profitability, and if that happens I’d expect the stock to revalue upwards significantly. SpaceX is also undervalued according to our valuation model, but not nearly as much as Tesla.
So my view is that a hypothetical combination of the two companies at their current valuations would be less favorable than waiting a bit for Tesla’s valuation to move.
The main point Bradford and I want $TSLA shareholders to consider is that it makes a huge difference to their upside if $TSLA shareholders get ~40% of the combined entity (that’s what the math would be today) vs. waiting a bit and potentially having 60% or 75%+.
This exchange ratio matters a lot, even if we think there is still upside at the current level.
I mean just imagine if the companies had combined in 2021; Tesla shareholders would’ve had >90% of the combined company! It would clearly have been more advantageous for us to do a deal at those economics than at what could be contemplated today.
My view is that Tesla has more significant near term valuation catalysts than SpaceX, and I strongly suspect Tesla investors could get a better deal by waiting for the relative valuations to adjust.
I’ll happily stick up for current $TSLA holders by pointing this nuance out, even if it means being labeled as a FUD-spreader by some.
Amy@Amy787
I agree with Alexandra. Never go full Ross Gerber. Rebellionaire has lost the plot. IE They now create the FUD - rather dispel it. The inconvenient truth that contradicts Rebellionaire’s fear peddling: ♦️Volatility is the price of admission to investing in an Elon Musk company. You don’t get a participation trophy for it. ♦️A Merger creates vastly greater upside than the RoboTaxi alone, or Optimus. The three joint ventures are the hint of what is possible. A negotiated share exchange ratio would contain credit for Optimus and RoboTaxi projected revenues. You don’t “lose it”. And your investment dollars remain the same. ♦️Dilution IS coming either way. AI, compute, chip manufacturing require massive amounts of Capital. So choose your Dilution: Vote No on a merger (SpaceXAI just raised Capital on favorable terms) and the Tesla board likely immediately approves a share issuance - and they don’t need your vote for that. Dilution is not bad when it funds growth. Dilution preceded prior Tesla rerates because it funded the growth infrastructure. Prior Tesla capital raises 👇
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If the US confiscated 100% of Elon's $1 trillion, it would still be $38 trillion in debt.
The US has a SPENDING and CORRUPTION problem.
Ed Markey@EdMarkey
A 5% tax on Elon’s net worth would fund every community health center in America for the next 26 years. I’ll say it again. Tax the rich.
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@jayplemons I suggest this poses a "clear and imminent" threat to National Security. The Federal government needs to step in here
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David Friedberg says he’s fine letting LA run the socialist mayor experiment, just so the rest of the country can watch it fail and learn from it.
But there's just one problem in the latest election numbers: the voters never actually asked for this.
Sacks and Friedberg are calling out the weird gaps between early in-person voting and the late mail-in ballots that flipped things.
Friedberg straight-up says the math doesn't add up
@friedberg "The numbers on that election data show me that's not what the people wanted... the system itself has become a system of appointment, not a system of election."
@DavidSacks "Obviously. It’s statistically impossible."
LA isn't choosing a socialist experiment. It's getting assigned one.
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they’re not jobs if they’re not valued. they’re not valued if there aren’t customers out there willing to pay them for their great work. needing the government to “create” a job is tantamount to welfare and that level of welfare resolves these individuals to a dependency on the government and lack of economic mobility. and chains our people, collectively, to a more indentured future.
you may be well intentioned but you have, and always will, fail to see the destitute folly of government as a job creation engine.
i have tried to engage you on this topic, in good faith, with empiricism and reasoning, but you have only dodged my points and pivoted to some populist refrain about the importance of taxation and the evils of productivity-driven success.
i can only assume you’re dodging these truths because you and the rest of the politburo leadership have deemed the conversation unsafe speech and put your oligopoly at risk.
let’s leave it at that then.
perhaps if your ways get their day, we can all bask in the glories of the dark ages ahead.
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This was a fun one!
Y Combinator@ycombinator
Brex co-founder and CEO Pedro Franceschi believes most people still underestimate how much AI will change the way companies are built. AI isn't just another tool, it's a new foundation for building products, teams, and companies. In this episode of @LightconePod, @pedroh96 explains why we're only months into a platform shift as significant as the invention of electricity, why the CEO needs to be the chief AI officer, and why founders should rethink what's possible when intelligence is available on demand. 01:13 – How Pedro Became AI-Pilled 04:08 – The Electricity Analogy 05:21 – Free the Claw 06:56 – Making AI Safe for Enterprise 10:57 – Why Most Companies Are Behind 13:09 – AI Teammates, Not Chatbots 14:22 – The Case for Tokenmaxxing 18:24 – The Company of One 20:54 – The One Thing AI Can't Replace 28:06 – Building Customer World Models 32:58 – Rebuilding Brex Around AI 39:02 – The CEO Must Be the Chief AI Officer 43:50 – Building Company AGI 51:43 – Why We're Still So Early
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When I give my savings to @elonmusk they multiply. When I give them to you and all of the US government, they disappear.
Elizabeth Warren@SenWarren
Elon Musk just became the world's first trillionaire. The typical American household would have to work more than 11 MILLION years to make Elon Musk's level of wealth. We need a wealth tax.
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I am so in for this one.
Brad Pitt. Alaska. A plane crash. A retired Special Forces operator. One loyal combat dog. No CGI multiverse nonsense, no superheroes, no forced plot twists—just survival, grit, and man versus nature.
The fact that it’s directed by David Ayer and reunites him with Brad Pitt after Fury makes me even more bullish. Everything coming out of the early previews suggests it’s less of an action movie and more of a story about resilience, loyalty, grief, and survival.
“One last mission” is exactly the vibe.
Not saving the world.
Not stopping an alien invasion.
Just a broken warrior and the only partner he trusts trying to make it home.
That’s the kind of movie Hollywood forgot how to make.
September can’t get here fast enough. 🐺🏔️🐕🦺
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We live in a world where women get upset if a man looks at, not stares, LOOKS AT them in the gym for one second, but have no problem posting the video, usually of their ass, online for the entire internet to see. Make it make sense.
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Adobo Bro retweetledi
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The core missions of Elon’s companies are always about maximizing the agency of humans.
If you have trouble driving, the car takes you where you want to go safely.
If you need care, Optimus will be there.
If you want to avoid traffic, there is Boring.
If you need connectivity, Starlink provides it.
If you want to go to space, Starship lowers the barrier to entry.
If you are paralyzed, Neuralink restores your agency.
If you want to be heard, X is there for your voice.
If you want to build something, Grok Build realizes your ideas.
By doing so, it inspires others to build. I am inspired to create a world where my kid has better access to agency than I do.
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Ugh, this sounds pretty dangerous if any robotics or automation company, even if irrelevant to “Frontier AI” labs, uses the Mythos.
What constitutes “Frontier Research” these days, and who decides it?
What if the Mythos messes up your code and injures customers?
Trust is a very big part of the agentic system. It is hard to trust its behavior if it changes every few weeks indeterministically.
elie@eliebakouch
mythos will be bad ON PURPOSE on ai "frontier llm research" tasks, this is very very sad for the research community also the fact that this is un purpose not visible to the user is crazy
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