Mauricio Ordóñez

@alialagheband @a16z Humans also don’t require hundreds of millions of GPU compute hours and gigawatts of power to learn to drive.

@a16z Humans use radar and lidar to drive? Didn’t think so.

Waymo CEO Dmitri Dolgov explains the benefits of lidar, radar, and cameras for self driving: "They're very complementary." "The frequencies are very different. Laser gives you very high resolution. Think of it as a laser beam that goes out, spins around, and shoots out millions of these laser pulses per second. Then each one comes back and you can sample the 3D structure of the world with very high resolution." "Radar has much lower resolution, but because of the physics of it, it degrades much better in adverse weather conditions. So—fog, snow, heavy rain." "If it's a nice, bright, sunny day, cameras are very valuable. If it's pitch dark, or you have the sun in your face, or you're blinded by the headlights from an oncoming car, then the camera will degrade." "It's a combination of the sensors. Each one is noisy. How the noise characteristics show up in different environments is different, but it's not like we switch from one to another." "They all go into the system that gives you, jointly, the best view of what's happening in the world." @dmitri_dolgov with @collision

@Polymarket Pete Rose would like to have a word.

We’re honored to announce MLB has named Polymarket as their Exclusive Prediction Market Exchange Partner. Polymarket 🤝 MLB

@teslayoda Could this have something to do with it?

Why isn't there at least one auto company, US or China, who's interested in licensing FSD?

@mercoglianos Can they go through Suez or do they have to go through Beb-el-Mandeb?

Supertankers Build Up in Red Sea as Saudi Arabia Races to Bypass Hormuz gcaptain.com/supertankers-b…

@Adam_and_EVs How can we be at V4 when there is even a working minimum viable product?

Tesla is expecting another failure in their risible Optimus project with zero confidence in the third attempt and are thinking about scrapping everything and starting over with a fourth. Will they even show V3?

@trengriffin @leonpunk Radiators might not be new, but at this scale? A cluster of 72 H100s (assuming inference workloads and not training) might be around 40 kW. Consider the size and mass of the solar array and radiator. Are the unit economics better than terrestrial solar+batteries or nuclear?

@leonpunk Its all about tradeoffs impacting unit economics. Radiators in space aren't new. The sun never sets with the right orbit. No batteries required. But lifting mass to space has cost. What's the terrestrial cost? The math must be NPV positive.

Data center in space unit economics are different if: 1. Provider pays wholesale for launch; 2. Payloads are optimized to fill the rocket's fairing (size and weight). Sufficiently low launch cost can improve unit economics of space data centers to be competitive. It depends.

@nntaleb @Joshuaerom21861 I believe there’s a rolling resistance advantage to 38mm. The loss would come from aerodynamic drag from the wider cross section, which probably wouldn’t matter unless above ~30 kph.

@Joshuaerom21861 Any speed loss?

This cyclist friend of mine was asked by the cousin of the girlfriend of his barber's accountant to convey that 35>>32mm on city roads; no loss in speed & much more comfort. He wants to know if he should try 38mm on his endurance bike, which becomes gravel territory?

@Anthony_Bonato And epsilon = 1 / phi

“What was you favorite equation from 2025?” Me:

@RealJimChanos I’d also like to see the fixed costs for the cooling system required to dissipate all that heat using only radiation.

Dear Data Centers In Space Guys-Can someone explain to me how getting marginal energy/cooling costs to zero in space saves $, given that they are only 10-15% of revenues for most terrestrial AI DC financial models? Surely payload, redundancy and insurance costs offset that.

Open Sourcing Forge: 3D Gaussian splat rendering for web developers! 3DGS has become a dominant paradigm for differentiable rendering, combining high visual quality and real-time rendering. However, support for splatting on the web still lags behind its adoption in AI.

@mattturck Understandable, but also amazing to see Tensorflow left out of the slide.

“Which part of the AI stack would you say you’re strongest in?” Google: “yes.” #GoogleIO

There is an alternate reality where Cray took their vector supercomputers, ditched FP64 calculations, and went with one FP32 pipe and a BF16 tensor core pipe. The same instruction set, memory architecture, and vector registers would have made a sweet deep learning machine, in many ways nicer than SIMT CUDA programming on GPUs. A Y-MP class machine like that could have delivered the AlexNet and DQN moments two decades earlier. Even doing everything in FP64 with no architectural changes, a Cray-1 would have been the best machine in the world for neural networks. If @geoffreyhinton had access to one for early research, the case could have been made for the architectural modifications to 10x the performance.

@trengriffin Is there an explanation to why this happened?

The Seattle metro area lost 5,100 construction jobs between February 2024 and February 2025.

@nicknotned That’s true about the hardware. However, much of the value of Apple products is in the software and services.

There is a coordinated Chinese expose of luxury goods economics, and it’s fascinating. A dagger in the heart of Western marketers. Could the implicit target be Apple? It slaps a “Designed in California” logo onto Chinese hardware. These devastating cost breakdowns can be applied to Apple, not just Hermes.

@Riazi_Cafe_en While I liked Strang very much, Axler is the best.

📚 What are your favorite Linear Algebra books?

Either I made an arithmetic mistake, or the risk factor from cycling is ridiculously small! Compare to Rf for any other activity.

@TheStalwart CDOs?

I feel very confident that, at some point in my life, SPACs will come back in style.

@goodfellow_ian I’m sorry you are going through this.

#5YearsLongCovid #HalfADecadeOfNeglect #LongCovidAwarenessDay2025

Child's play (creator unknown)