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@scuttlebutttttt
일론 머스크 좋아하는 사람. Be a maker, not a taker.
Elon Musk, Q4 Full Year 2024 $TSLA 어닝콜 中 I see a path. I'm not saying it's an easy path, but I see a path for Tesla being the most valuable company in the world by far. Not even close. Like maybe several times more than. I mean, there is a path where Tesla is worth more…
Major valuation change when there is unsupervised self-driving at scale and an even larger valuation change when Optimus reaches volume production
Yes. Aiming for truth with least error is inherently based.
빌 게이츠가 테슬라에 대해 무려 10억 달러 규모의 공매도를 걸었을 때였어요. 일론이 “왜 그렇게 했죠? 왜 테슬라를 공매도하나요?”라고 묻자, 빌 게이츠는 “재무 자문가들과 상의했고, 계산을 해보니 테슬라가 과대평가 되게 맞더라고. 그래서 공매도로 돈을 벌 수 있다고 생각했지.”라고…
It's nearly 3 here, my favourite part of the night shift… locked in... 💪🚀
Sharing an interesting recent conversation on AI's impact on the economy. AI has been compared to various historical precedents: electricity, industrial revolution, etc., I think the strongest analogy is that of AI as a new computing paradigm (Software 2.0) because both are…
오늘 일론의 코멘트에서 휴머노이드 전쟁의 중요한 시사점을 도출할 수 있음. 1. 테슬라는 이미 H100 10만개 이상 급 클러스터를 구축하고, 수백만대 차량으로부터의 막대한 주행데이터를 트레이닝시키며 자율주행을 완성해옴. 이와 관련하여 오늘 일론은 "자율주행에서는 트레이닝 파워가 병목이…
Exactly. The reason Tesla hasn’t yet spent more on AI training is that it wasn’t yet the Limiting Factor for FSD. It will be that for Optimus, so we’re building Cortex 2 for training.
Between abundant sand, plenty of sun and space (literally) to put it in, we can do it:)
It’s mind-blowing how much money is being spent on AI compute so fast! But still many orders of magnitude to go …
테슬라, FSD (Supervised) 충돌 데이터 최초 발표 - 주요 충돌전 마일리지 : 5.1M - 충돌의 정의 : Delta-V 8km/h 이상 - 충돌의 유형 : 귀책에 상관없이 충돌로 정의 - 데이터 범위 : 최근 12개월치 - FSD 개입의 정의 : 충돌 5초전까지 FSD 활성화되어 있으면 FSD 사고로 정의 cf) Delta-V 8km/h…
Scale
ELON MUSK: "We see a path to putting 100 gigawatts per year of solar-powered AI satellite into orbit. And having this be actually the lowest cost way to power and operate AI at a very large scale For reference, the United States consumes roughly 460 gigawatts on average per…
(대담 시작부터 론바론식 돌직구) "어제 처음으로 그 업적을 이룬 Jeff Bezos에게 축하를 전합니다. 스페이스 엑스는 이미 약 5,000회의 비행을 했고, 약 9,000개의 위성이 발사되어 15,000개 목표로 가고 있습니다. 그리고 어제 그 일을 해낸 사람들은 SpaceX 출신이고 Elon의 업무속도를 견디지 못해…
ELON MUSK ON GROK 4 HEAVY, GROK 5, AGI & GROKIPEDIA: • Grok 4-Heavy: "is still the smartest AI" • Grok 5: Will be the "smartest AI in the world by a significant margin on every metric" • AGI: Grok 5 represents the first time xAI has a "non-zero chance" of achieving AGI (Musk…
Ron Baron today: "I don't expect to sell my personal Tesla or SpaceX shares in my lifetime." "This guy (Elon) is like da vinci. He remembers everything. He wants to think about how people will remember him someday, what he's created and helped humanity survive; He doesn't get…
Ron is the kind of supporter and friend who is there even when things are super tough. The only kind of friend that matters.
It is a hard path to 100GW/year of AI in space, but we know what to do
This statement mind boggles Ron Baron. Elon is talking about putting 25% of U.S.’s electricity output of solar powered AI satellites into orbit. Best believe SpaceX’s Starlink and Tesla’s energy business is going to benefit materially from this. “We see a path to putting 100…
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