phil beisel
@pbeisel
x-Apple / x-Rivian (tech team founder) Disruption happens. Optimism ahead. 🚀🇺🇸 My Articles https://x.com/pbeisel/status/1848807994894733530
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Surest sign we are not in an AI bubble: everyone says we are in an AI bubble. Feels more like the 1st inning of a long baseball game to me. As for Bloomberg (@business), we hardly recognize them anymore. @CernBasher crushes them here.
AI Bubble, Bubble, Toil and Trouble? It's all the rage for the media today to proclaim an AI bubble. In particular, Bloomberg with this article (linked in the comments below). Here’s a detailed analysis of where and why Bloomberg’s “OpenAI, Nvidia Fuel $1 Trillion AI Market…
After the big sell yesterday, I hereby declare myself an expert on rare earths.
Welcome to your next two Tesla vehicle platforms. Autonomy.
Tesla's Golden Age Its interesting to watch the debate on Tesla's new cars as the company enters a new Golden Age of autonomy. Wall Street will one day wake up to the fact that Tesla is not an auto company but rather an autonomy company. As for these new vehicles, there is…
An idea, then relentless execution. Long on the execution part.
Version 14.1 roll Tesla’s kicking off FSD v14.1, and just like v13, expect a start-stop rhythm as they collect data, triage issues, and possibly refine. v13 started with a tight early access group, paused for tweaks, then rolled wider with point releases. v14.1 will likely…
Early version 14 thoughts. 1. We have convergence. By convergence I mean version 14 represents the convergence release, where follow-on point releases will yield effectively the solution to the problem, namely autonomous driving. Its clear. 2. Tesla is nailing many last mile…
Version 14 and Gates How might Version 14 navigate a parking garage gate? A cool new feature in FSD 14.1 is its ability to wait at a gate— either on entry or exit. Simply waiting for a gate to open or close, when no human interaction is required, is straightforward. The…
Early version 14 thoughts. 1. We have convergence. By convergence I mean version 14 represents the convergence release, where follow-on point releases will yield effectively the solution to the problem, namely autonomous driving. Its clear. 2. Tesla is nailing many last mile…
Early version 14 thoughts. 1. We have convergence. By convergence I mean version 14 represents the convergence release, where follow-on point releases will yield effectively the solution to the problem, namely autonomous driving. Its clear. 2. Tesla is nailing many last mile…
A balance between change, improvement, and stability. Awesomeness inbound however.
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