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When a company accelerates revenue growth despite the law of large numbers, it signals something bigger is going on. $NVDA now guides year-over-year revenue growth of 65.3% for January, up from 62.5% in October. Whats going on? We're even earlier than most realize in the AI…
On the call: CFO reiterates they have visibility for $500B in Blackwell and Rubin revenue through the end of next year. This is the same comment Jensen made on Oct 28. It implies 54% y/y growth in CY26, compared to the Street at 41%. $NVDA
Jensen Huang @jensenhuang on AI bubble “CPU were 90% of the world’s supercomputers, too 500 supercomputers six years ago. This year less than 15%, went from 90% to 10%”
Elon Musk @elonmusk on AI in Space “I estimate that the cost of electricity, like the cost effectiveness of AI in space will be overwhelmingly better than AI on the ground… I think, perhaps, over the four to five-year time frame, the lowest-cost approach to AI compute will be a…
After injury paralyzed him from the neck down, @RockyNoHands tested many assistive technologies to reconnect with the world. He re-learned how to play video games with a mouth-operated controller and is now a pro gamer with multiple Guinness World Records and a significant…
Tesla factories are filled with energetic young engineers. They walk on the line with the things they personally designed — from CAD to physically putting them together. It’s a school with factories — CEO is the principal, VPs are the deans, directors are the professors, staff…
Our model can now learn from its own experience with RL! Our new π*0.6 model can more than double throughput over a base model trained without RL, and can perform real-world tasks: making espresso drinks, folding diverse laundry, and assembling boxes. More in the thread below.
Optimus— AI’s Killer App This might be my most consequential post of the year. Tesla’s AI team has been grinding for years on one of the hardest technical problems of our time: vehicle autonomy. It’s the little team that could— while everyone else chased prestige, giant…
After years of dinners with FAANG friends, you experienced the progression of from being seen as nobody to a tier one AI company. They always joked, “Are you still working on Full Self-Driving?” Then you sat there quietly eating your own food. For many, top AI companies means…
Yesterday, @RealJimChanos posited that Tesla’s relatively low capex meant that they were not a serious competitor in real world AI and Robotics. This is *exactly* the wrong way to look at it and the implications of this fact are actually positive for Tesla IMO. Tesla’s…
Tesla Optimus Versus the Competition Humanoid robots have entered a phase where flashy videos of robots moving smoothly, doing chores, dancing, and martial arts causes one to think that whatever company made that video is "far ahead" of the competition. However, there is more…
New collected podcast. Links below. In the Arena 0:00 Inspiration All the Way Down 2:40 Life is Lived in the Arena 4:51 If You Want to Learn, Do 6:14 In Most Difficult Things in Life, The Solution is Indirect 7:30 When You Truly Work for Yourself 10:11 Find Your Specific…
Ron is the kind of supporter and friend who is there even when things are super tough. The only kind of friend that matters.
The readiness poll is complete. New Glenn is GO for launch and proceeding to terminal count. Tune in live to the webcast. x.com/i/broadcasts/1…
I took delivery of a beautiful new shiny HW4 Tesla Model X today, so I immediately took it out for an FSD test drive, a bit like I used to do almost daily for 5 years. Basically... I'm amazed - it drives really, really well, smooth, confident, noticeably better than what I'm used…
A math professor noticed his kitchen sink at home was leaking. He called a plumber. The plumber came the next day, tightened a couple of nuts, and the sink worked perfectly again. The professor was delighted. But when, a minute later, the plumber handed him the bill, he was…
When people are suffering because the cost of living is too high, and you (as a policymaker) intend to spend public money to fix this, there are two main routes: - subsidize demand, or - subsidize supply Subsidizing demand is "give people money to pay for the expensive thing."…
Do you think GDP is an accurate Econ stat in 2025? Mississippi GDP per Capita: $53k Chongqing GDP Per Capita: $14k Mississippi Econ Backbone: Eggs farms and food stamps Chongjing Econ Background: Automotive, Electronics, Defense, semiconductors, high tech, tourism
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