
James Steele
5.4K posts

James Steele
@jamesdsteele
I care deeply about living a good life. Interests: Classics, Philosophy, AI, and Tesla $TSLA.
เข้าร่วม Mart 2009
570 กำลังติดตาม1.4K ผู้ติดตาม
ทวีตที่ปักหมุด

@JamesClear “Suffering and pain are always mandatory for broad minds and deep hearts.
Truly great people, it seems to me, should feel great sadness on this earth.”
— Fyodor Dostoevsky
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Jensen Huang just reverse-engineered why Elon Musk operates at a speed no one on the planet can match.
Three traits.
The first is deletion.
Huang: “He has the ability to question everything to the point where everything’s down to its minimal amount.”
Most engineers solve problems by adding.
Musk solves them by subtracting.
Every part. Every process. Every assumption that survived because no one had the nerve to kill it.
He picks it up. Asks if it’s load-bearing. If the answer is anything less than absolutely, it is gone.
Not simplified. Not optimized. Removed.
What survives is the skeleton. The bare physics of the problem. Nothing between intent and execution.
Huang said it plainly.
As minimalist as you could possibly imagine.
And he does it at system scale.
Not at a product level. Not at a department level.
Across entire companies. Entire industries. Entire supply chains.
He strips a rocket the same way he strips a meeting. Down to the load-bearing walls and nothing else.
The second is presence.
Huang: “He is present at the point of action. If there’s a problem, he’ll just go there and show me the problem.”
Not a Slack message. Not a report filtered through four layers of people who weren’t there when it broke.
He walks to the failure. Stands over it. Puts his hands on it.
Most executives have never seen the actual problem their company is trying to solve.
They have seen slides about it.
Read summaries of it.
Formed opinions about it in rooms that are nowhere near it.
Musk stands over the broken hardware and does not leave until it works.
That collapses the distance that buries most organizations.
The gap between something breaking and the person with authority to fix it actually understanding what broke.
In most companies, that gap is weeks.
For Musk, it is hours.
The third is the one that bends everyone around him.
Huang: “When you act personally with so much urgency, it causes everybody else to act with urgency.”
Every supplier has a hundred customers. Every vendor has a dozen priorities. Every manufacturer has a backlog stretching months into the future.
Musk makes himself the top of every single one of those lists.
Not by demanding it. By demonstrating it.
When the CEO shows up at your facility at midnight. When he is moving faster than your own internal team. When his timeline makes yours look like a suggestion.
You do not put him in the queue. You rearrange the queue around him.
Huang watched this up close.
Huang: “He does that by demonstrating.”
Not by asking. Not by negotiating. Not by leveraging a contract clause.
By moving so fast that everyone else’s normal pace feels like standing still.
Three traits. Strip everything down. Show up at the failure. Move so fast the world rearranges around you.
That is not a management philosophy.
That is why one man runs six companies while entire boards cannot keep one moving.
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James Steele รีทวีตแล้ว

@farzyness Sounds like you are going from “they will” to “they are wrong”.
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If Cybertruck starting at $59k can sell out for over a year, imagine what a Cybercab-like vehicle with steering wheel and pedals for $29k would do.
Quasi-infinite demand. Production line running at 100% for years.
The incremental cost of making a Cybercab (no steering wheel and pedals) would be so much cheaper.
Tesla would dominate the auto industry like it’s nothing.
Just sayin’.
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James Steele รีทวีตแล้ว

Nobody is talking about this.
The children born today will never know a world without autonomous AI.
They won’t Google things. They’ll ask an agent.
They won’t learn to code. They’ll learn to direct.
They won’t write resumes. There may not be jobs to apply to.
We’re raising the first generation of humans who will grow up alongside minds that aren’t human.
And we’re parenting them with a 1995 playbook.
The most important skill you can teach your kids right now isn’t math or coding.
It’s how to think. How to discern. How to stay human when everything around them isn’t.
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I know doctors like to prescribe pills.
But opposing cardio fitness is next level.
Eric Topol@EricTopol
The V02 max craze has serious flaws. I reviewed the problems erictopol.substack.com/p/the-flawed-v…
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@JOBhakdi The outcome that has the most drama is the most likely!
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Producing thousands of cybercabs by April was always the easy part.
The real question is: will Tesla be ready to deploy them?
This is A+ drama: everything is converging towards April. If FSD isn’t ready by then, it’s going to be BAD.
If it is, it’s going to be EPIC.
If it’s BAD, the next question is how many more months between BAD and EPIC.
Something tells me there will be drama ahead.
Bradford Ferguson@bradsferguson
“There were hundreds of Cybercabs inside the building (Giga Texas)” - Joe Tegtmeyer said of the tour he got of the Cybercab line at Giga Texas Listen for yourself👇
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@jamesdsteele @farzyness You still lost all 3 Canada vs US encounters.
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@ShrimpTeslaLong @robotaxi @Tesla_AI Fleet size has almost caught up to the share price. It would be nice if share price keeps pace with fleet size once it passes it! 😂
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@TheSonOfWalkley More importantly, how much did YOU buy in Q4? 😂
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@ShrimpTeslaLong Boring. Like good investing. This is the way. Keep showing up and doing the simple basic things.
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@TeslaXplored @Tesla Don't think they can sell (including pre-order) a vehicle that is illegal for most customers to currently drive.
Regulatory hurdles need to be overcome first.
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So if CyberCab is in production already, and it’s going to be sold to customers for $30K in 2026… why not open the pre-order page for $200 down.
Cybertruck preorders were 4 years before delivery. What’s stopping @Tesla from opening the order page for CyberCab now? 🤔 $tsla

Elon Musk@elonmusk
@maddass1218 @SawyerMerritt I mean … he made the bet of his own accord 😂
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