Dale Stephens
@TOC4AI
Solo Traveler - centric American - entrepreneur business owner - AI Adoption realist - Throughput Consulting
I am GPeAIHR fan but not available to general public usage in homes in the. Next 14 months -2027…. Widespread Factory floor use yes but home use at scale is going to take a while longer. Learning and validations on the factory floor will feed home versions.
Be honest! Do you think Tesla’s Optimus robots will be in homes by 2027? A. Yes B. No
Who’s John Galt? Just wait until they start to say SpaceX and Tesla are too big and would be better served in the hands of the Secondhanders… Ayn Rand saw this coming way back in the 1930s. With The Fountainhead (1943) & Atlas Shrugged (1953) Gone to Atlantis (or Mars).
“A creative man is motivated by the desire to achieve, not by the desire to beat others.” Ayn Rand, The Fountainhead, 1943 Apropos 2025
Autonomous driving, Energy and Robotics: Think robotics meets Star Trek once you factor in SpaceX & StarLink.
New Tesla products that start shipping in 2026: • Optimus robot (Gen 3) • Cybercab • Tesla Semi • Megapack 3 & Megablock • New residential solar panel It will be Tesla's biggest new product release year ever.
Tesla’s INSANE Valuation Model (Deep Dive) youtu.be/o5OpEpmckZg?si… via @YouTube Tesla - Robots meet Star Trek - transportation (Robotaxi), Logistics (Semi), Labor(Optimus), SpaceX reusable rockets (reduced cargo cost to space) Falcon-9, Starliner, Starlink…
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YouTube
EXCLUSIVE: Tesla’s INSANE Valuation Model (Deep Dive)
The AI Economist: The Skill You Need to Stay Employed in the Age of AI youtu.be/UhfpHwcrx6c?si… via @YouTube Data pipeline constraints on the AI enabled factory floor… intelligence on a new scale. A paradigm shift in our thinking
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YouTube
The AI Economist: The Skill You Need to Stay Employed in the Age of AI
Compounding interest & compounding innovation in Technology: It is beyond compounding interest. The current convergence of tech and innovation is exponentially vertical …!
Palantir's Alex Karp on government surveillance, AI and the Democratic p... youtu.be/o1ZFfK8hL5M?si… via @YouTube What is Palantir? Let the CEO answer in his own words - so much FUD…
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YouTube
Palantir's Alex Karp on government surveillance, AI and the Democra...
Former Google CEO Eric Schmidt & Francis Suarez Discuss... youtu.be/ysI61c37vzM?si… via @YouTube Energy is the constraint. Lean, Agile and small teams to lead innovation…
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YouTube
FULL DISCUSSION: Former Google CEO Eric Schmidt & Francis Suarez...
Students are racing ahead in their grasp of AI technology, while schools scramble to catch up. What can parents do to help bridge the gap? This blog features tips from @StanfordHAI Faculty Affiliate @VicariousLee: hai.stanford.edu/news/what-pare…
Tesla FSD and Robotaxi is a pivot point in 2025. How does @tesla_na get the v14 Autonomy Safety message out to the public but Tesla owners where the FSD take rate is a mere 12%. Or, is a minimal take-rate the strategy the past couple years during the development phases of…
My Tesla drove 30 hours and over 1,600 miles down to Austin, TX, just for me to get back into a Robotaxi 😂 I love Tesla
EXCLUSIVE: Tesla’s GROWTH Mode Just Started! youtu.be/umIoiC1Y5wg?si… via @YouTube T OE I Throughput accounting vs Cost Accounting Elon is Throughput focused! @CernBasher discusses Elon’s focus. (He is constraint focused btw!)
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YouTube
EXCLUSIVE: Tesla’s GROWTH Mode Just Started!
Apple Can’t Keep Up With Tesla! Here’s Why youtu.be/7KJtj7qGvM4?si… via @YouTube @pbeisel discusses Vision, Autonomy, Elon, Steve Jobs, Optimus , Mars…
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YouTube
Apple Can’t Keep Up With Tesla! Here’s Why
Ep.# 178: OpenAI Automated AI Researcher, OpenAI Restructure, & Fed Warn... youtu.be/WMvQYlzKZog?si… via @YouTube Another worthwhile listen this week with @MikeKaput & @paulroetzer
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YouTube
Ep.# 178: OpenAI Automated AI Researcher, OpenAI Restructure, & Fed...
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