Kent F

1.9K posts

Kent F

Kent F

@captainK

Katılım Temmuz 2008
111 Takip Edilen331 Takipçiler
Kent F
Kent F@captainK·
Agreed on "most", you just take out the toughest 10% to make it much more feasible. Such as the chips. Eventually everything is made there but in the initial years it about crawl, walk, run; always ensuring you are delivering value as early as possible and learning as much as possible. It lets you parallelize manufacturing development and rail gun development for example. Don't wait until you have 100% of components available in situ. It will be more expensive at first, but it gives you the fastest feedback which will end up with reaching your goal the fastest.
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Volker Weidner
Volker Weidner@hack_mac·
Most of the satellites weight must be produced locally though. If it came from earth they already were launched in space. It wouldn’t make much sense to land them on the moon and launch them from there again. I wonder what kinds of orbits one might be able to place satellites into using a railgun. There are most likely some limitations since course corrections are expensive for the satellite. I actually don’t see the big benefit - unless production really sits on the moon. Maybe it’s cheaper to shoot the source material to earth though…
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Alexander Kristensen
Alexander Kristensen@LinkN01·
The railgun idea makes sense on the moon. However, it will be interesting how you calibrate for the thermal expansion when operated in full sunshine. Maybe you only run it in full darkness?
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Kent F
Kent F@captainK·
@ekapob @smdcapital Dunning-Kruger effect, we've seen it with a lot of the $TSLA influencers. Because they had a piece or two of unique information early on, they now think that everything they think is THE answer. Just go back to December and check out all their stock price predictions.
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lord pretty flacko ⚔️
lord pretty flacko ⚔️@smdcapital·
“let’s just assume 2 trillion in revenue and we get 1 trillion in present value!” wtf has this garbage community become
lord pretty flacko ⚔️ tweet media
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TeslaFUDKer 🍁⚡️ 𝕏𝕏𝕏
TeslaFUDKer 🍁⚡️ 𝕏𝕏𝕏@technoking_420·
@TylerHardt Tesla build their own machines.. they are designing them from ground up like most robots in their factory right now. They do buy from partners, but they design and build most of it themselves.
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Nothing To See Here
Nothing To See Here@TylerHardt·
I notice you failed to mention how $TSLA is going to do any of this without buying an EUV Lithography Machine from $ASML considering they are sold out through 2028? Seems like an important detail. $TSLAQ
Tesla@Tesla

TERAFAB: the next step to becoming a galactic civilization Together with @SpaceX & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof. To harness as much power as possible from the Sun, we need to send 100 million tons of solar capture into space – per year. This requires massive scale. – Capability to launch millions of tons of mass into orbit – Solar-powered AI satellites – Millions of @Tesla_Optimus robots to help build it out All of these need chips: 100-200GW of chips for Optimus alone, plus terawatts for solar-powered AI satellites. That's more than all the chip manufacturers in the world combined can provide today, or even by 2030 (based on projected production growth). We're building TERAFAB to close the gap between today’s chip production & the future's demand – a future among the stars terafab.ai

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Kent F
Kent F@captainK·
Not completely true. You can incrementally increase local content but chips for example have a difficulty to manufacture to weight/volume ratio that makes them worth shipping up initially. There are likely other parts that will start in this category then be dual sourced, then only lunar sourced.
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Volker Weidner
Volker Weidner@hack_mac·
@LinkN01 To make use of a railgun reasonably you MUST produce the item on the moon. So you need mining, refineries and production facilities for every piece of the satellite on the moon - including chip production. I guess that’ll take quite a while to build up and cost a fortune.
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Kent F
Kent F@captainK·
@LinkN01 Curious if there might be an opportunity for @spinlaunch tech here rather than significant kilometers of rail?
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Kent F
Kent F@captainK·
@CernBasher @teslayoda Chances that there is any Tesla manufacturing left in CA once the 10m Optimus line is running in Austin?
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Cern Basher
Cern Basher@CernBasher·
@teslayoda There's zero chance they build a chip fab in California.
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Tesla Yoda
Tesla Yoda@teslayoda·
Why is Terafab hiring in two US cities? Tesla may be standing up TWO Terafab chip foundry lines—one in Palo Alto and one in Austin—potentially to develop and internalize different process technologies at the 3nm node from both TSMC and Samsung. At 3nm: TSMC uses FinFET (Taiwan) Samsung uses GAA (Korea) The job descriptions reinforce this direction, calling for “proven silicon process expertise in optimizing a specific module process for advanced technology nodes (FinFET and GAA technology).” In other words, Tesla may be building parallel capabilities (sister fabs) across both transistor architectures rather than betting on just one.
Tesla Yoda tweet mediaTesla Yoda tweet media
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Kent F
Kent F@captainK·
@seanjhathaway @farzyness They might at first but then will build their own and iterate quickly on it. I.e Boring Company
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Wiz1
Wiz1@seanjhathaway·
@farzyness Why wouldn't they just buy equip from the incumbants... at least initially: ASML, AMAT, LAM, etc...
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Farzad 🇺🇸 🇮🇷
Farzad 🇺🇸 🇮🇷@farzyness·
I would like to personally thank Elon Musk and Tesla for sending me on my next rabbit hole for the next 2 weeks: EUV lithography.
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Kent F
Kent F@captainK·
@skylerity Anyone out there have a kit to swap all the plastic to stainless? Sucks to have this tough surface and yet all the trim gets scratched up.
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Skylerity
Skylerity@skylerity·
The main reason I’ve avoided getting a Cybertruck wrap is because wrapping it gives up one of its top features: the unpainted raw steel. A wrap in some ways feels like going back to painted aluminum. You can’t beat this raw metal toughness. (15 degree pressure washer nozzle btw)
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Kent F
Kent F@captainK·
@0x_cookie @herbertong This is part of why I think I would vote against merging. Second is that it just becomes such a TeraRisk of political abuse based on the whims of passing administrations/politicians.
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CZE
CZE@0x_cookie·
How badly do you the Tesla shareholder will get f….. ? This will look like 1:5 to 1:8 merger at this rate. This means that when SpaceX reaches 10T your “Tesla” shares will only climb by 1/8. So spacex holder will 5x and Tesla holder will get 0.625 increase. There is not way out of this. It is heartbreaking.
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Kent F
Kent F@captainK·
Revenue, I'd just love to start getting some revenue flowing in that gives some reflection of the great future we are trying to build. I can agree that it feels like we jump from hope to hope. First it was vehicle sales, then autonomy in those vehicles and a range of vehicles, then it was RoboTaxi, then Optimus, and now TeraFab. Feels like I've been working out for 6 years and haven't lost any weight, would be nice to get a win.
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West
West@wwwestrest79·
@squawksquare I am really a huge fan of $TSLA but the way Elon and Team is marketting without delivering is ruining the brand. In recent months, All their attention is on stock rather than actual products. This is scaring me to start reinvesting.
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Kent F
Kent F@captainK·
@farzyness @elonmusk We thought that already happened, given the steering wheel and pedals debate.
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Farzad 🇺🇸 🇮🇷
Farzad 🇺🇸 🇮🇷@farzyness·
@elonmusk If you guys end up building your own EUV lithography machines my brain is literally going to fall out of my ass.
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Farzad 🇺🇸 🇮🇷
Farzad 🇺🇸 🇮🇷@farzyness·
The more research I do on Terafab, the more my head hurts. I don't think people are grasping how batshit f*cking crazy this project is.
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Kent F
Kent F@captainK·
@elonmusk How about selling some lifetime travel passes for transport to the moon? Be nice to just jump on a Starship whenever you have a long weekend.
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Kent F
Kent F@captainK·
As a shareholder I would argue that is failure of fiduciary responsibilities. As long term share holders, we’ve been very patient waiting for the payout of years of investment. To then stack us together with a post IPO SpaceX which will dilute our return of the investments we’ve been waiting on? Seems like that’d just be giving SpaceX shareholders a free ride, and even as a SpaceX shareholder I don’t agree with that.
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Louie Panayi
Louie Panayi@LouiePanayi·
@farzyness There is some benefit to Elon if Tesla share price remains subdued prior to a merger with SpaceX. I do believe this is what was happening last year prior to the comp plan.
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Farzad 🇺🇸 🇮🇷
Farzad 🇺🇸 🇮🇷@farzyness·
Congratulations to Tesla and Elon Musk on the greatest mis-direction in automotive history. April is about to be the most insane month in the company's history.
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Kent F
Kent F@captainK·
There are videos out there from Tesla AI showing some of this. Basically, that they are able to generate fake data to pump in as if it was what the cameras were seeing in order to fabricate/simulate events that would otherwise be difficult to experience (like a moose walking across the road while a UFO also lands in the street). Here are some of those: Original AI Day youtu.be/j0z4FweCy4M?t=… AI Day 2022 youtu.be/ODSJsviD_SU?t=… Ashok Elluswamy's ICCV 2025 Presentation youtu.be/c2hL8tcqsz0?t=…
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Matt
Matt@MattJsyChemist·
@elonmusk @teslayoda @jhong @c_valenzuelab @Tesla_AI Does that mean you stored the raw footage locally on the car and then processed in house, or you actually have test vehicles driving around with that level of compute power on board to do the analysis in car? Genuinely intrigued!
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james hong
james hong@jhong·
A long time ago, @c_valenzuelab told me this day would come. Amazing!! The difference between 2 seconds of delay and 1 second of delay is small. The difference between 1 second and zero is immeasurable.
Runway@runwayml

A breakthrough in real-time video generation. As a research preview developed with @NVIDIA and shared at @NVIDIAGTC this week, we trained a new real-time video model running on Vera Rubin. HD videos generate instantly, with time-to-first-frame under 100ms. Unlocking an entirely new creative paradigm and bolstering the foundations of our General World Model, GWM-1. Real-time generation opens a fundamentally different design space for video models and world simulation. We're investing in co-designing our models alongside advances in hardware to keep pushing this frontier.

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Kent F
Kent F@captainK·
I mean, judging by the way their hands are shadowing that steering wheel, they have the same confidence in the system that I did back in v11 in a similar scenario. So let's call it 2-3 versions behind? Are the differences between versions linear or exponential? If exponential, do they have the compute and tech to keep that pace? Truly curious, not trying to throw shade at them.
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Xiaopeng He
Xiaopeng He@xiaopenghexpeng·
With a cone suddenly appearing and little time to react, let's see how XPENG VLA 2.0 Intelligent Driving System performs.
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Kent F
Kent F@captainK·
I think we over index on this one a bit too much. It's a great short cut to saying "your tech fail, mine good" but it ignores the realities that multi-modal systems exist in real life. They may not be better, but they don't represent a failed solution. I think by hanging on this tripe we miss the risk of competition.
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Brad Keller
Brad Keller@realBradKeller·
@niccruzpatane When sensors disagree, certainty disappears. Like a man with one watch, he knows the time, but a man with two is never quite sure.
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Nic Cruz Patane
Nic Cruz Patane@niccruzpatane·
This new company called Tensor Auto is claiming they’re making the first Level 4 autonomous vehicle that you can personally own. It costs $200,000. 😂 • 37 Cameras • 5 LiDAR Sensors • 11 Radar Units • 22 Microphones • 10 Ultrasonic Sensors • 8 Water-Level Sensors
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Cam Young Fan
Cam Young Fan@a_rai_truther·
@BBallSchoILL What’s your next great idea? Super obese guy to play goalie in hockey?
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Illiniwood
Illiniwood@BBallSchoILL·
Serious question. Why hasn’t anyone tried to make a 7ft+ tall guy a endzone target for an nfl team? Who is preventing tacko fall from catching a pass in the corner of the endzone?
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Kent F
Kent F@captainK·
@bryan_johnson That's a pretty funny picture... the guy doing the most in recorded history to prolong his life accidentally terminates himself in the process.
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Bryan Johnson
Bryan Johnson@bryan_johnson·
I was in the HBOT chamber yesterday, at min 45, and remembered I’d swallowed a pill to measure my core body temp. Panic set in. Would this pill combust in my hyperoxyinatad tissues? Might this be my last moment? Surely, it will be one of these circumstances that finally gets me.
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Kent F
Kent F@captainK·
@DirtyTesLa @rhensing This will be the new autostart. It delays accelerating when the light turns green because it just has to answer one more inquiry clarifying There, Their, They’re.
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Kent F
Kent F@captainK·
@wholemars Is this meant to replace the inductive frying pans that 100% of the time puts the phone in overheat mode?
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Whole Mars Catalog
Whole Mars Catalog@wholemars·
Tesla just released this USB hub for the Model 3 and Y in the Tesla shop
Whole Mars Catalog tweet media
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Keşfet

@ekapob @smdcapital @technoking_420 @TylerHardt @LinkN01 @spinlaunch @CernBasher @teslayoda