Michael Sepulveda

Remember like three days ago when this guy was going on about how important charities were?

On page twenty-six of “The Billionaire Tax” proposal in California, it explains how the state legislature can convert from a Billionaire Tax to an Everyone Tax without voter approval. They can also adjust the tax to be a yearly tax, not just one time…again, without your approval. Intelligence test for you: if this was meant to just target Billionaires, why did they write this in?

Judging by my tl there is a growing gap in understanding of AI capability. The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code. But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along. So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions. TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.

In March, Tesla Giga Shanghai exported 29,563 vehicles. This is much higher than usual. The first month of this quarter also saw high exports. 🇨🇳 Now we know why delivery numbers in Q1 were weaker than expected.

Tesla V14.3 self-driving review. The point releases will bring polish. V15 will far exceed human levels of safety, even in completely unsupervised and complex situations.

New release of FSD Supervised now starting to roll out This update brings 20% faster reaction time to further increase safety, among many other improvements Full release notes below Full Self-Driving (Supervised) v14.3 includes - Upgraded the Reinforcement Learning (RL) stage of training the FSD neural network, resulting in improvements in a wide variety of driving scenarios. - Upgraded the neural network vision encoder, improving understanding in rare and low-visibility scenarios, strengthening 3D geometry understanding, and expanding traffic sign understanding. - Rewrote the AI compiler and runtime from the ground up with MLIR, resulting in 20% faster reaction time and improving model iteration speed. - Mitigated unnecessary lane biasing and minor tailgating behaviors. - Increased decisiveness of parking spot selection and maneuvering. - Improved parking location pin prediction, now shown on a map with a (P) icon. - Enhanced response to emergency vehicles, school buses, right-of-way violators, and other rare vehicles. - Improved handling of small animals by focusing RL training on harder examples and adding rewards for better proactive safety. - Improved traffic light handling at complex intersections with compound lights, curved roads, and yellow light stopping – driven by training on hard RL examples sourced from the Tesla fleet. - Improved handling for rare and unusual objects extending, hanging, or leaning into the vehicle path by sourcing infrequent events from the fleet. - Improved handling of temporary system degradations by maintaining control and automatically recovering without driver intervention, reducing unnecessary disengagements. Upcoming Improvements - Expand reasoning to all behaviors beyond destination handling. - Add pothole avoidance. - Improve driver monitoring system sensitivity with better eye gaze tracking, eye wear handling, and higher accuracy in variable lighting conditions.