Jeff Boichuk

44 posts

Jeff Boichuk

Jeff Boichuk

@jeffboichuk

Katılım Kasım 2012
207 Takip Edilen1.6K Takipçiler
Jeff Boichuk retweetledi
Redwood Materials
Redwood Materials@RedwoodMat·
We’re partnering with @Rivian to deploy the first Redwood Energy system at a U.S. auto manufacturing plant. 10 MWh of onsite, dispatchable energy, cutting peak costs, reducing grid strain, and powering large-scale manufacturing operations. redwoodmaterials.com/news/rivian-an…
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Jeff Boichuk
Jeff Boichuk@jeffboichuk·
@SawyerMerritt @PTrubey Plus, repurposing the batteries doesn’t preclude recycling. The energy business is additive, not substitutive.
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
1) It is really hard. 2) EV demand has slowed in recent years, which has a big negative impact on these battery recycling companies because there isn't as much material as maybe they originally thought there would be. This is why Redwood adding energy storage to their business is a smart move because it's likely higher margin.
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
NEWS: Rivian and Redwood Materials today announced a partnership to deploy battery energy storage at Rivian’s Normal, Illinois manufacturing facility. Using more than 100 second-life Rivian battery packs, Redwood and Rivian’s solution will initially provide 10 MWh of dispatchable energy to reduce cost and grid load during peak demand periods. “EVs represent a massive, distributed and highly competitive energy resource. As energy needs grow, our grid needs to be flexible, secure, and affordable. Our partnership with Redwood enables us to utilize our vehicle’s batteries beyond the life of a vehicle and contribute to grid health and American competitiveness." - Rivian CEO RJ Scaringe
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Cern Basher
Cern Basher@CernBasher·
Two Guys, Two Weeks, Two Hours: Episode 3 Cern and @pbeisel talk about FSD v14.3 and more…
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Guillermo Rauch
Guillermo Rauch@rauchg·
The @vercel team is always listening and engaging with customers on @x. We shape the product as a result of these conversations. Vercel gives us the velocity to ship, X gives us a nonstop stream of user feedback. Thanks @simhskal & @riyvir!
River Marchand@Riyvir

I'm so impressed by the @vercel team. Last weekend I told @rauchg that more clarity around billing would give me peace of mind and they've already shipped an update to address it. Creative tools should help you focus on creating so Vercel is quickly becoming a really important addition to my creative toolkit. I definitely didn't expect to be calling a hosting platform a "creative tool."

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Viv 🪩
Viv 🪩@battleangelviv·
“the best time to post” “how to beat the algorithm” “how to hack XYZ” “the best template to go viral” all this stuff is akin to astrology for social media managers or creators lol. just make good posts!
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Elon Musk
Elon Musk@elonmusk·
Rapid recursive improvement
DogeDesigner@cb_doge

ELON MUSK: "We're starting off with an advanced technology fab here in Austin, and I'd like to thank @GregAbbott_TX and the state of Texas for the support. So in the advanced technology fab, we will have all of the equipment necessary to make a chip of any kind logical memory, and we will also have all of the equipment necessary to make the masks. So in a single building, we can create a mask, make the chip, test the chip, make another mask, and have an incredibly fast recursive loop for improving the chip design. To the best of my knowledge, this doesn't exist anywhere in the world. We're really going to push the limit of physics in compute, and we're going to try a bunch of wild and crazy things, which you can do if you've got that fast iteration loop that I can't emphasize enough the importance of being able to make it, to test it and and then make and then change the design, do another one, and have that in a single building."

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Elon Musk
Elon Musk@elonmusk·
Algorithm is better today than 3 months ago?
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Rob L'Heureux
Rob L'Heureux@rob_lh·
@bbalkus Yeah, I hear you on the ex-employees and the pitch. But the heart of my question is who is actually replicating Musk-like, CapEx intense corporate performance without Musk.
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Kaz Nejatian
Kaz Nejatian@nejatian·
I’m working from our Toronto office today. There is a hidden joy in walking around a big city downtown listening to country music on your AirPods.
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Jeff Boichuk
Jeff Boichuk@jeffboichuk·
@chamath By "our AI costs" are you referring to 8090's?
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
Just to add some color to the commentary about Anthropic and Cursor's revenue ramps, from the perspective of a customer. Since November 2025, our AI costs have more than tripled and we are now spending many millions per year trending to $10M+ per year. That, in and of itself, feels very scary to me running a small startup. Mostly because I do not yet see an equivalent uptick in productivity or revenue...while their revenues may be doubling and tripling every month, ours are not so this is starting to eat into margins. So logically, I am now wondering how much of this is models running in Ralph loops on behalf of an engineer ambivalent to how much it costs. My suspicion is a lot! Anyways, we are making a few decisions: 1) We need to migrate off of Cursor. Its just too expensive vs Claude Code. The latter is equivalent and if you use the Pro plan, you eliminate huge Cursor bills for token consumption. Thank you to the VCs who will fund this all you can eat token consumption through their huge investments. 2) We need to gain more flexibility to swap between models without everything breaking. I think this is both a cost problem per #1 but its also a strategic flexibility issue after the events between Anthropic and DoW. Anyways, just sharing our current lived experience as I suspect many other companies are also feeding this revenue ramp without getting any meaningful ROI from it...
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Todd Saunders@toddsaunders

Fun command built in Claude Code: /cost-estimate It scans your codebase and cross-references current market rates to calculate what your project would've cost a real team to build. It looks at all the APIs, integrations, everything. Without AI: ~2.8 years. ~$650k. With AI: 30 hours. It's absurd when you start to think about it like this.

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Jeff Boichuk
Jeff Boichuk@jeffboichuk·
Tesla-badged employees' activity on X in July 2025
Jeff Boichuk tweet mediaJeff Boichuk tweet media
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