1/100,000th
17.3K posts
@AndrewYang will make the rich feel poorer
will make the poor feel richer
@AndrewYang - would like to hear your thoughts on geographic parity:rural West Virginians will likely make as much as those in Manhattan: South Dakotans will be on economic par with Bostonians. Agreed?
English
AI is going to make a lot of people feel poorer, not richer.
English
Top 10 Most Influential People in Longevity
1. David Sinclair
2. Bryan Johnson
3. Peter Attia
4. Sam Altman
5. George Church
6. Matt Kaeberlein
7. Aubrey de Grey
8. Brian Kennedy
9. Ray Kurzweil
10. Peter Diamandis
Deutsch
@elonmusk @teslaownersSV @pbeisel so is AI5 completely taped out
I take this to mean it is ready to start the fab process, and should be humming in 12-15 months
English
@teslaownersSV @pbeisel With some luck and acceleration using AI, we might be able to tape out AI6 in December
English
Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield.
This means the Tesla chip design team had to carefully manage die features, for instance dropping the older ISP (and classic GPU) to make room for more AI cores.
By contrast, NVIDIA’s Blackwell fills nearly a full reticle, making it a single-reticle design.
If Tesla hits its compute and efficiency targets with AI5 in this half-reticle format, it’s almost like cutting fab requirements in half.
And this has a big impact on Terafab, especially if it carries forward for AI6, AI7, etc.
phil beisel@pbeisel
Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.
English
Francis Brewu benched 475 pounds earlier this year.
Notre Dame director of football performance Loren Landow says Brewu believed he had at least one more rep “left in the tank.”
English
@matthewpcall1 @PeterDiamandis good point
that said, FSD has progressed very rapidly
it is far safer today than it was 90 days ago, so stats are better now and into April/May
getting to the point imo where children cannot be ethically transported by parents in anything but a car equipped w FSD
English
@bsimeone @PeterDiamandis It is a "duh", but it is often implied that FSD is 9x safer than a human driver. When the product is Full Self Driving, and the focus is all on robotaxi, that figure is often used to at least implicitly suggest that's a standalone figure w/o human input
English
Tesla's FSD: 5.3 million miles between accidents. US driving average: 660,000.
That's 9x safer. And it's only getting better.
English
@MaryBowdenMD @elonmusk use FSD/Grok and your life will change
full time, ultra safe chauffeur/concierge for $99/mo.
English
1/100,000th retweetledi
Real Headline: Two Desperate companies attemtping to stay relevant on the eve of $TSLA rendering them irrelevant.
Herbert Ong@herbertong
🚨 Uber plans up to $1.25B investment in Rivian The partnership aims to deploy up to 50,000 R2 robotaxis, accelerating the push toward Level 4 autonomy. Backed by Rivian’s data flywheel, RAP1 inference platform (800 TOPS), and a multi-modal perception stack, Uber is building a foundation to scale autonomy quickly over the next few years. $UBER
English
@ShkBkMediaGrp @td_nash Yes
It’s all about football golf & pickleball
English
Is it past time to no longer consider baseball as America’s pastime?
English
1/100,000th retweetledi
@mrfundman spoiled tho
the better it gets the more is expected
14.2.2.5 is badass
English
Latest FSD v14.2.2.5 is not very polished. Too much indecisiveness at lights, braking and sometimes just stops .. still has problems switching lanes with confidence
English
1/100,000th retweetledi
English
BREAKING: Uber and Rivian partner on Robotaxi program.
Elon asleep at the wheel while everyone catches up to $TSLA
English
Ford shutting down Electric Vehicle production.
Meta shutting down Virtual Reality investment.
Only a matter of time until companies pull way back on Artificial Intelligence.
English
FSD coming “later this year” for the 8th year in a row
$TSLA
English
@SawyerMerritt @Tesla it's ALL about pickup and dropoff now
FSD is way safer than human, just needs to figure those details out
seemingly easy but obviously very difficult edge cases
English
NEWS: Morgan Stanley says they’re more optimistic about @Tesla’s progress toward an unsupervised robotaxi rollout after a recent visit to Giga Texas, particularly its progress in addressing edge cases around pickup and drop-off.
The firm views Tesla's ability to scale the unsupervised robotaxi fleet as the most important catalyst for the stock this year: "Each incremental mile driven by the robotaxi fleet accelerates learning for personal FSD, which supports higher FSD attach rates and reaccelerates auto demand, improving free cash flow generation."
Morgan Stanley believes a successful robotaxi rollout has the potential to create a flywheel across Tesla's ecosystem: "Incremental unsupervised robotaxi miles driven improve the underlying autonomy model, which accelerates the path to personal unsupervised FSD."
The firm reiterated an Equalweight rating and $415 price target for $TSLA.
English
I have a hard time imagining how this could be possible
Sawyer Merritt@SawyerMerritt
“I think they’re getting clean rooms wrong in these modern (chip) fabs. I’m going to make a bet here, that @Tesla will have a 2nm fab, and I can eat a cheeseburger and smoke a cigar in the fab.”
English