Stan Van Nice

Tony is more than a tiger when it comes to modeling the Lit-ION battery jungle!

Cybercab production line work continues and more vehicles seem to be leaving the factory and headed to the outbound lot. Today I saw another ~60 but this time they were spread all over the outbound lot, some driving to the Superchargers, others doing driving testing while even more look to be preparing for transportation off site. Now that we are in mid-April, I’m hoping we will begin to see even more of these showing up at the outbound lot and if that starts to happen, it will give a better idea how the production line is doing as far as ramping up.

And thank you to @TaiwanSemi_TSC and @Samsung for your support in bringing this chip to production! It will be one of most produced AI chips ever.

Tesla Insurance update With the latest version of Safety Score (v3.0), every mile you drive with FSD Supervised enabled will receive a score of 100. This allows you to maintain a higher average safety score over time, resulting in lower monthly insurance premiums. Applies to new policies in Indiana, Tennessee, Texas, Arizona, Virginia & Illinois

Congrats to the @Tesla_AI chip design team on taping out AI5! AI6, Dojo3 & other exciting chips in work.

God’s heart is torn apart by wars, violence, injustice and lies. But our Father’s heart is not with the wicked, the arrogant, or the proud. God’s heart is with the little ones and the humble, and with them He builds up His Kingdom of love and peace day by day. Wherever there is love and service, God is there. #ApostolicJourney #Algeria

"Ramble On" is 56 years old and Robert Plant just walked onto The Late Show and made it sound like he wrote it this morning.

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Warren Buffett: "The insurance business provides us with float and float is money that we hold that doesn't belong to us. It's like a bank having deposits." "To date, with Berkshire, in the 29 years we've been in the business, it appears that our float has not cost us anything." The genius of Berkshire’s Insurance companies is that Buffett invested the capital they generated through premiums.

@pmarca Self inflicted DOH

Solve for the equilibrium…

Somebody sent me this, which I think might just make your day. I don't know who to credit it to, I'm afraid, but whoever filmed it, thank you. Happy Easter

🚨 Neuralink patient #3 Brad (ALS) just got his REAL voice back, thanks to Neuralink + ElevenLabs cloning. His family can finally hear him again! Warm, familiar, full of life. No more robotic sound. Just him. This is the most beautiful side of AI.

🇰🇷 South Korea quietly won the missile defense arms race, and almost nobody noticed. While Washington was busy explaining why Patriot batteries cost as much as a small country’s GDP, Seoul’s Cheongung system went 29 for 30 in its combat debut over Iranian airspace. That is a 96.7% kill rate. In real missiles. In a real war. LIG Nex1 built a system that works better and costs a fraction of the price. Gulf nations are already calling. The order books are filling up. South Korea just became the most interesting arms exporter on the planet. The Patriot lobby will not enjoy this week. Gandalv / @Microinteracti1

93 years & 231 days old Ann Esselstyn dead hangs for 2 min 52 seconds! To set new WR. (Maybe we call it live hangs instead now?) Distal strength reflects many things.

$TSLA deliveries of 358K were up about 7% year every year. More or less in line with the whisper and a win for the company given it’s the first quarter where we get a true read on underline demand post last years September tax credit sunset. The bottom line is Tesla deliveries are growing without the help of subsidies.

Vibe coding is more addictive than any video game ever made (if you know what you want to build).

The development of the machine gun, aircraft and tanks changed the landscape of warfare for decades... however, what AI and robotics are doing is truly crazy. The next peer to peer war will be absolutely brutal.

When you see customers recording videos that promote a product, just like a marketing department would, then you know you have achieved your goal.

BREAKING: Qatar just signed a 10-year defence co-production agreement with Ukraine. Not an advisory partnership. Not a training exchange. Co-production facilities. Joint defence industry projects. Technological partnerships between companies. Signed by the Chiefs of General Staff of both nations on March 28 per Zelensky’s verified account and Qatar News Agency. Qatar shares the world’s largest natural gas field with Iran. The North Field / South Pars reservoir holds 1,800 trillion cubic feet of gas per the IEA. Two-thirds lies in Qatari waters. Ten days ago, Iran hit Ras Laffan Industrial City, the facility that processes all the gas from Qatar’s side of their shared field per CNN and QatarEnergy. Seventeen percent of Qatar’s LNG capacity is offline for three to five years. Fourteen percent of helium exports are cut. Force majeure declared. Iran bombed the other half of its own shared gas field. And now Qatar is building weapons factories with the country that mastered killing the drone Iran used to do it. The drone is the Shahed-136. Iran designed it. Russia industrialised it. Russia fired it at Ukrainian cities for four years. Ukraine developed the $2,100 Sting interceptor that kills it at a 70 percent rate. Zelensky told The National he can deliver 1,000 interceptors per day. The 10-year deal ensures Qatar will not just buy these weapons. It will manufacture them on Qatari soil with Ukrainian technology. This is the first time in the history of this war that a Gulf state has committed to building the production line, not just purchasing the product. Saudi Arabia signed a defence cooperation agreement on March 27. The UAE agreed to security cooperation on March 28. But Qatar went further. Co-production means factories. Factories mean sovereignty over supply. Qatar will no longer depend on anyone for the weapon that protects the gas field that powers 30 percent of the world’s helium. Zelensky met Amir Sheikh Tamim bin Hamad Al Thani and Prime Minister Sheikh Mohammed bin Abdulrahman Al-Thani. He updated them on Russia’s ongoing attacks and its cooperation with the Iranian regime. He told them air defence remains Ukraine’s absolute priority. Then he asked for what he has asked every Gulf leader this week: Patriot missiles that the Gulf possesses and that Ukraine desperately needs to stop Russian missiles that use the same guidance components from the same Chinese rare earth processing chain. The exchange is now visible across three countries in 48 hours. Ukraine gives cheap interceptors and expertise. Gulf states give expensive missiles and investment. Ukraine gets what it needs for Russia. The Gulf gets what it needs for Iran. And the drone that connects both wars, the Shahed that Iran designed and Russia upgraded, becomes the mechanism through which two separate conflicts merge into a single weapons economy. Trump called Zelensky “the greatest salesman on Earth.” In 48 hours, Zelensky signed three defence agreements across three Gulf capitals, secured a 10-year industrial partnership, deployed over 200 specialists, and positioned Ukraine as the sole provider of the one capability America’s $3.9 million Patriot cannot replicate: cheap, high-volume, battle-proven drone interception at $2,100 per unit. The country America said it did not need just locked in a decade of Gulf defence contracts while America raids Swiss accounts to cover its own interceptor shortfall. Full analysis - open.substack.com/pub/shanakaans…

Recruiter with 15 years in the game just pulled me aside at a coffee shop and started shaking Not metaphorically. Actually shaking. "I've placed 2,847 engineers in my career. This year I've placed 11." She used to get 50-80 applications per role. Quality applications. Now she's seeing 3,200+ per posting. "Senior React position posted Monday. 4,847 applications by Wednesday. Half are ex-FAANG. A third have advanced degrees." The ghost rate is 94%. Companies schedule first rounds then vanish. No explanation. No follow-up. "Three clients told me they're 'pausing human hiring indefinitely' while they 'optimize their AI workflows.'" A Series B fintech just told her they replaced their entire 23-person engineering org with 4 AI specialists and offshore contractors. "The CEO said they're building faster than ever. Same CEO who spent $400K on my placements in 2022." Two major enterprise software companies have gone 8 months without hiring a single engineer. "I'm watching the entire profession disappear in real time. 15 years of relationships. 15 years of expertise. And I can't place a senior architect with 12 years at Google." She's thinking about selling insurance. The woman who used to have VPs on speed dial is applying to work at her kid's elementary school.

Neuralink enabled a paralyzed ALS patient to control a robotic arm and feed himself just by thinking. ❤️