Michael Konen

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Michael Konen

Michael Konen

@themichaelkonen

Charlotte, NC Katılım Mayıs 2011
170 Takip Edilen826 Takipçiler
Michael Konen
Michael Konen@themichaelkonen·
Whoops I was wrong. It was Vice. Should have known better. Vox wouldn’t allow that.
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unusual_whales
unusual_whales@unusual_whales·
Since the President’s inauguration last year, national debt has climbed by around $2.8 trillion, per TIME
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LmMacro
LmMacro@LmMacro_·
@unusual_whales Funny how debt only becomes a problem when it’s politically convenient.
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Michael Konen
Michael Konen@themichaelkonen·
@MattLoszak Congrats! A little disappointed it's not a pool, for y'all's sake, but congrats! Little confused though. You mention "one last step". However, it looks like there may be a few left. Mind sharing the major outstanding milestones? Crushing the timeline! Great job team!
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Matt Loszak
Matt Loszak@MattLoszak·
Today, we unveiled our completed Critical Test Reactor facility. We will be turning this reactor on (a “zero power criticality”) well before July 4th! This is a commercial-scale system with enough fuel to produce 10 MW of electricity, and will someday soon power a co-located data center from one of our partners. Here’s what people saw today at our ribbon cutting: ✅ Reactor vessel ✅ Graphite as moderator ✅ Instrumentation and control ✅ Concrete shielding ✅ Building with crane ✅ Control room All designed and built by Aalo. And the nuclear fuel will be arriving any day now. One last step remains: the final DOE approval to turn the reactor on, which we expect to receive soon. DOE has been an incredible partner in this 2.5 year journey, working hard to support a number of companies pushing to advance US nuclear energy. Follow us to be the first to know when we turn this reactor on!
Matt Loszak tweet mediaMatt Loszak tweet mediaMatt Loszak tweet mediaMatt Loszak tweet media
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Michael Konen
Michael Konen@themichaelkonen·
@TechCrunch I'm here for safety and accountability. How is this any different than Waymo? It's definitely had its share of missteps. Are they being treated similarly?
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phil beisel
phil beisel@pbeisel·
Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield. This means the Tesla chip design team had to carefully manage die features, for instance dropping the older ISP (and classic GPU) to make room for more AI cores. By contrast, NVIDIA’s Blackwell fills nearly a full reticle, making it a single-reticle design. If Tesla hits its compute and efficiency targets with AI5 in this half-reticle format, it’s almost like cutting fab requirements in half. And this has a big impact on Terafab, especially if it carries forward for AI6, AI7, etc.
phil beisel tweet media
phil beisel@pbeisel

Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.

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Michael Konen
Michael Konen@themichaelkonen·
@verge Nope. The number one selling vehicle in the world, the Tesla Model Y, is still available to purchase.
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Michael Konen
Michael Konen@themichaelkonen·
@verge What a dumb article! This is just a hit piece against the Cybertruck. Completely glossed over the fact that Tesla released a new version, which saw a lot of demand, which is why they increased the price. Didn't care to point that out. Joke of a "journalist"
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Benjamin Miller
Benjamin Miller@BenMillerise·
In 2011, I pitched a top securities attorney in New York on democratizing investing. After hearing me list all of the ways I believed retail investors were disadvantaged by the financial system, he just looked at me and said: “Why would you bother with the little guy?” Today, 15 later, we’re listing the @fundrise Innovation Fund on the NYSE under the ticker $VCX. The financial system has a structural problem that most people can feel but few can name. The most valuable private technology companies are worth hundreds of billions, even over a trillion dollars, and they’ve never gone public. The wealth creation that used to flow through public markets—enabling everyone to participate—now happens behind a wall that excludes everyday investors. AI compounds the urgency. The companies building the most transformative technology in a generation are growing at rates we’ve never seen before, and the gap between who owns that growth and who benefits from it widens every quarter. We started working on the Fundrise Innovation Fund in 2021 to test whether a public venture capital fund could work. Over 100,000 investors now own a portfolio concentrated in the leading private AI and technology companies, making VCX one of the largest funds of its kind to ever list on a major exchange. No accredited investor requirement. Now available in any brokerage account. When that attorney asked me why I’d bother with the little guy, I told him: because they’re getting screwed! But I believe today marks another step in building a better financial system for the individual investor. Onward
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Michael Konen
Michael Konen@themichaelkonen·
@BenMillerise Mmmm, is it broken? Current price is $95?! And @public is saying trading has halted? What an opening price though!
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unusual_whales
unusual_whales@unusual_whales·
Secretary Hegseth on Pentagon request for Iran war supplemental of $200 billion: "As far as $200 billion. I think that number could move. Obviously, it takes it takes money to kill bad guys."
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: The Pentagon has reportedly asked the White House to approve a $200 billion funding request to Congress for the war in Iran, per WaPo
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Michael Konen
Michael Konen@themichaelkonen·
@spacejellyalert Ah you're right. Can't DM back for some reason. I noticed on SpaceXNow that it got delayed til 10, but thats 10-33.
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Michael Konen
Michael Konen@themichaelkonen·
@spacejellyalert Bummer. Wanted to check this one out. Nothing for the foreseeable future. The one good thing about daylight savings at least for the AM launches. Glad you're starting to get some recognition / hat tips for the site. Annoys me when this isn't the case. Sawyer is starting to now 2
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Michael Konen
Michael Konen@themichaelkonen·
@johnkrausphotos @wxbrad @spacejellyalert Oh no worries. I was curious if our weatherman had a thought and just tagged your account because I thought that’s where he may have gotten the alert from. If not, it’s a great service!
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Brad Panovich
Brad Panovich@wxbrad·
"Jellyfish" cloud alert Thursday morning. The current time of the East Coast #Falcon9 rocket launch is perfect for a well-defined jellyfish cloud. The green area on the map has the highest chance of seeing it and is strongly aided by high sky-plume contrast. Strongly helped by plume illumination. Helped by plume elevation above the horizon. Rocket enters sunlight: ~T+03:25 #spaceX #falcon9 #starlink #cltwx #ncwx #scwx #wcnc
Brad Panovich tweet mediaBrad Panovich tweet media
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Michael Konen
Michael Konen@themichaelkonen·
@DirtyTesLa The one benefit of this war is people go back to adopting more EVs and solar panels. Also recycling plastic starts to look more attractive vs producing new virgin plastics (no idea on the real number)
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