davidishere 🇺🇸

@mikepat711 @gnoble79 It’s yet to be seen how far out they are. If it was solved, I doubt they’d only have 9 unsupervised, more like 100,000 next week. But ya, not saying all of them are, I’m saying just some, but I’m not sure if some of them will be done in this lifetime.

@davidishere @gnoble79 Self driving cars are not 30 years out, and demand is not confined to human rideshare.

Tesla is a $1.3 trillion company that sold fewer cars this year than last year. And fewer last year than the year before. That should tell you everything you need to know. 2 consecutive years of declining deliveries. Down 9% in 2025 to 1.63 million vehicles. The steepest annual drop in the company's history. And 2026 is starting even worse - US sales down 17% in January, Europe down 44% across major markets. France down 42%. Netherlands down 67%. Norway down 88%. BYD passed them as the global EV leader. In the UK, BYD outsold Tesla 2 to 1 last month. The brand is in FREEFALL. Brand Finance measured a 36% collapse in Tesla's brand value last year - down to $27.6 billion, less than half its 2023 peak. In California, their most important US market, share dropped from 11.6% to 9.9%. And the stock trades at 365 times trailing earnings. Let me say that differently: Tesla earned $3.8 billion last year. The market is valuing those earnings at $1.3 trillion. You are paying $365 for every dollar this company earns. The bull case has completely abandoned the car business. It's all robotaxis and Optimus robots now. They discontinued the Model S and Model X. They told investors on the last earnings call to stop focusing on vehicle deliveries and start thinking about "transportation as a service." So in other words: please ignore the business we actually have and value us on the business we MIGHT have someday. Trust me, every time management tells you to look over there instead of over here... LOOK OVER HERE. The car business is deteriorating. Margins are compressing. Competition from BYD, Volkswagen, and a dozen Chinese manufacturers is intensifying quarter by quarter. The $7,500 federal EV tax credit is gone, which effectively raised the price of every Tesla overnight. And instead of addressing any of that, they're doubling capex to $20 billion this year - almost entirely directed at AI and autonomous driving infrastructure. So you have a company with shrinking revenue, shrinking deliveries, a damaged brand, and intensifying competition pouring $20 billion into a technology that hasn't been proven at commercial scale. On 365 times earnings. Even if you give them the most generous robotaxi assumptions imaginable (full regulatory approval, nationwide deployment, dominant market share) you still can't justify this valuation. The present value of that optionality doesn't come close to $1.3 trillion when the core business is going backwards. I think this stock goes down 90% from here. Not because Tesla is worthless. They'll sell cars. The energy storage business has potential. But the equity is priced for a future that isn't coming on the timeline the market expects. A $37 stock. That's where the math takes you when you strip out the narrative and price what actually exists. I know that sounds extreme. But 45 years of doing this has taught me something: When you can see the seams on the fastball, you SWING. I can see the seams.

@levellre @MetamateDaz I could tell you how to start a business with just a few hundred dollars that could turn into hundreds of thousands a year

@davidishere @MetamateDaz That is very far-fetched and wishful thinking. Many People are not opening businesses when they can’t even afford to start one.

The minimum wage in Pennsylvania is $7.25 an hour. A regular Auntie Anne’s soft pretzel at the mall is $7.29. Imagine telling someone an hour of their time is worth less than a pretzel.

@Milovxyvy @Novchk @DiscussingFilm Try responding w out ai

@Novchk @DiscussingFilm English my man. Let’s work on it! I’m a teacher I can help if you need!

First trailer for the ‘HARRY POTTER’ series. Releasing this Christmas on HBO.

@ThatHorroFan @DFEAZY Can’t even own it

@DFEAZY Explain the context please?

PC gamers really can’t go one day without modding women to wear revealing clothing

@ThePoliticalPom @elonmusk This ain’t OpenAI

@elonmusk we have to pay for grok now?

Grok

@Morrigan_Astro @Ghost_RC_ Sounds like he was right, and you agreed, and then you just said you’re still right

@Ghost_RC_ Fair. My point still stands in general excluding th e men I do know some who would do something. To be clear.

Where are the men? No. I don’t wanna fucking hear your bs pussy excuses.

@LarryKrasnerDA You’re a conformist That’s not the best way to be a man

And I’ll say it again.

@mikepat711 @gnoble79 Gotta give him some respect, hes saying something that we all see. Elon is making promises that are like 30 years out.

@gnoble79 This one’s going in my bookmarks. When you’re wrong I will quote post this with the caption “lol.” It will look smug because it will be. See ya then!

@alicem3x Poor papa, he just wants to see his babies and the mama is keeping him away

This Doberman mom is protecting her puppies from their dad as male dogs generally lack paternal instincts and may view newborns as prey, toys, or intruders 🔥

@adcock_brett LLMs already have persistent memory, are highly personalized, and see the world. How are we “far from this today”

Today I'm excited to introduce Hark, a new artificial intelligence lab building the most advanced, personal intelligence in the world We've been in stealth for 8 months, assembling one of the greatest AI and hardware teams on the planet I want to explain why I started Hark and what we're focused on I've spent the last 3 years working on the hardest AI challenge imaginable: giving AI a humanoid body. On the digital side, I've been using all the existing LLM chatbots - and I have to say, they feel incredibly dumb to me AGI, in the limit, should feel like a sci-fi movie. It should be able to listen and talk. It should have persistent memory and be highly personalized. It should see and touch the world. But we're far from this today We are crafting a new interface to AGI. Intelligence that lets you offload your mental workload into a system that begins to think like you and sometimes ahead of you We started Hark with one goal: build the world's most advanced personal intelligence - paired with next-generation hardware designed to serve as a universal interface between humans and machines hark.com

@Pangaron @MaMoMVPY It’s just semantics. Yes, machines have a different type of intelligence than humans, but whatever it is, it’s going to transform society. It doesn’t need to be a scientist to lead to scientific breakthroughs, it just needs to free up the time of the people doing the science.

@MaMoMVPY We are all prediction machines. Complexity and architecture being the difference.

No Claude do not have an IQ of anything. It is a prediction machine. A prediction machine trained on more data now than 3 years ago. But that's all. It has ZERO intelligence.

@dfeuling_ @xusrr8866579696 @MaMoMVPY 😂 FSD isn’t safer than a human.. I didn’t think anyone fell for that. FSD ‘supervised’ is safer than a human (which requires a human to monitor and take over, and they often do). Imagine saying 15 y/o are the safest drivers when they have an adult in the passenger seat.

@xusrr8866579696 @MaMoMVPY Hi. FSD is literally safer than humans driving, many times over. If you're going to say shit on the internet, make sure it's right, and make sure you aren't referencing opinions or edge cases. Thanks for being a responsible sayer-of-things.

@MrMammoth @dfeuling_ @MaMoMVPY 😂

@dfeuling_ @MaMoMVPY Cope bro, you’re cooked bro, etc. You douchey AI bros all sound the same.

@MaMoMVPY Ya, it’s kinda like saying ‘in 2001, Google had an iq of 80, and in 2005, Google had an iq of 140.”

@SarAEsQMd @elonmusk @jonstewart You forgot the part from the same email where he says he doesn’t want to go to the island…

@elonmusk @jonstewart Elon musk is a skilled party goer.

Elon Musk is an extremely skilled propagandist.

@sammyjoluxton1 Suuure

My grandad had bowel + prostate cancer - he was so unwell, in agonising pain every day, being fed medication to knock him out 24/7. He begged us to kill him, every day said he couldn’t wait to die. I know he would have loved to have the option to go peacefully on his terms 😅

@WesRoth I heard the Dario said they could call him to authorize certain situations. Imagine…. No thanks. That’s why the govt follows laws that are voted on by our representatives, so that we can all decide what is right and wrong.

@WesRoth Imagine if Boeing said they would only sell planes to the Defense Dept if they use them within certain criteria. And Boeing would audit them and may turn off certain capabilities. The real reason they hit back against Anthropic, is they don’t want a tidal wave of copy cats.

Following a massive fallout over the ethical boundaries of artificial intelligence, the U.S. Pentagon is actively working to rip out and replace Anthropic’s AI tools from its military infrastructure. Cameron Stanley, the Pentagon’s Chief Digital and AI Officer, stated that transitioning away from Anthropic will take more than a month to execute.

@BasedSavannah @DarrigoMelanie Awfully quiet in here And the biggest lie of all is that you can prove election fraud when there’s no id. Why do democrats want to water down their own vote? Just goes to show they have Stockholm syndrome. They are betas.

@DarrigoMelanie In 2016, there were 41 non-citizens caught voting in NC. Most were indicted and federally prosecuted. How tired are your arms from carrying the LIES and water for Democrats?

Only 10 undocumented immigrants have successfully cast ballots over the last 25 years. There are more Trump allies in the Epstein files than there are undocumented immigrants voting. The SAVE America Act is a voter suppression bill that protects Trump and his Epstein allies.