Leon117

Tesla fanboys, SpaceX fanboys, Dare Mighty Things

[AleXandra Merz @TeslaBoomerMama]

AI Financing

Watch out for understated AI data centre liabilities

According to Moody's:
Amazon, Microsoft, Google, Meta and Oracle have a total of approximately $2.8 trillion in off-balance-sheet obligations related to AI, covering lease agreements, purchase commitments and guarantees, none of which are included in the companies' balance sheets.

And does not even include Nvidia ! 🤯

GAAP accounting allows these amounts be hidden.

In March, only six months earlier, Moody's had published a similar analysis and came to $622 bn. It 4.5x in half a year.

I am going to make this an ongoing topic, this is a major element to consider in the months and years to come.

https://t.co/mqGMDJIsr3

[AleXandra Merz @TeslaBoomerMama]

AI Financing

Keep an eye on Credit Default Swaps. They are the best early indicator for trouble.

[AleXandra Merz @TeslaBoomerMama]

AI Financing

Oracle's Credit Default Swap exploding is the first warning sign.

[John Dagdelen @jmdagdelen]

Zuck: “introducing Muse, your personal superintelligence in a secure. private, personal VM.”

Alexander Wang: “So I’ve been watching what people do with their muses and here are some examples.”

[Engine Rich @engine_rich]

2019 Boca Chica

2026 Starbase

[Elon Musk @elonmusk]

Grok 4.7

[Neuralink @neuralink]

Through the VOICE trial, Terry is using his Neuralink implant to help fine-tune a brain-to-voice interface for himself and others who can’t speak. He trained the algorithm first by miming speech as best he could, then by simply thinking the words and hearing them come out in his own natural voice.

Powered by Grok Voice from @SpaceXAI

[Yun-Ta Tsai @yunta_tsai]

🥹 How could you not love a company that spends every second of their work giving a life back that we took for granted.

[Yun-Ta Tsai @yunta_tsai]

Mobility for everyone.

[Dr. Eli David @DrEliDavid]

Anthropic and OpenAI delaying their IPO, because their S-1 will reveal that they are bleeding money, and have no path to profitability.

Solution? "AI slowdown", so they cut costs for training new models.

It has everything to do with IPO, and nothing to do with safety.

[Elon Musk @elonmusk]

New Tesla Roadster Unveil 10.01

[Elon Musk @elonmusk]

@SawyerMerritt @Tesla Excitement guaranteed

[Sawyer Merritt @SawyerMerritt]

Larry, a 98-year-old, just bought a new @Tesla Model Y, and he uses FSD (Supervised) to drive him everywhere. His first car was a 1931 Ford Model A haha. He uses Grok to navigate.

"It has no problems. In fact, the other day FSD stopped when a chipmunk was crossing the road."

Definitely a video worth checking out: https://t.co/mQK3wU2HxS

[Sawyer Merritt @SawyerMerritt]

Here’s a lot more info about @Tesla’s new Automatic Collision Evasion feature in FSD V14.3.9, a new safety feature designed to help prevent crashes.

When a vehicle detects an imminent frontal collision:
When Model Y detects that a frontal collision is imminent and braking alone may not avoid it, Automatic Collision Evasion may engage if steering around the obstacle is more likely to avoid the collision than braking alone. Rather than braking only in a straight line (like Automatic Emergency Braking), it steers around the obstacle, braking or accelerating as needed, then continues driving. The maneuver may include changing lanes or moving onto the shoulder.

Automatic Collision Evasion is enabled whenever both Automatic Emergency Braking and FSD (Supervised) are enabled.

Automatic Collision Evasion engages when:
• Model Y detects an imminent frontal collision with another vehicle and braking alone may be insufficient to prevent it.
• Model Y is on a controlled-access highway (a divided, limited-access road with no cross traffic or at-grade intersections, such as a freeway or interstate).
• No pedestrians, cyclists, or other vulnerable road users are detected in the path of Model Y.
• Model Y is driving at less than 85 mph (137 km/h).
• FSD (Supervised) is available and enabled, is not currently active, and you are driving manually.
• The steering system is available,
• The road surface is not detected as slippery or wet.

In other collision scenarios (for example, a pedestrian or cyclist, oncoming or head-on traffic, or cross traffic), and outside the conditions above, Automatic Collision Evasion does not steer around the obstacle. Automatic Emergency Braking remains active.

While the collision is being avoided, Automatic Collision Evasion resists accidental cancellation:
• The accelerator pedal is muted.
• Pressing the brake pedal slows the vehicle but does not cancel the maneuver.

To cancel the maneuver while it is resisting cancellation, manually turn the steering wheel. Firm, deliberate steering is required to take control of Model Y. This requires more steering force than canceling FSD (Supervised) normally.

When Automatic Collision Evasion engages, Model Y sounds a chime and briefly displays a message prompting you to take over.

After the imminent collision is over, Model Y transitions to a limited, degraded FSD (Supervised) state and continues driving. In this state, FSD (Supervised) can be canceled and re-engaged as usual. Once the collision is no longer imminent, you can cancel FSD (Supervised) the same way you cancel it normally (for example, by braking or steering).

When a vehicle detects a driver who is inattentive:
Automatic Collision Evasion may also engage when Model Y detects that you are not sufficiently attentive to the road, or that FSD (Supervised) may have been unintentionally disengaged. It can engage in these situations to try to keep Model Y safe and continue driving, including when a collision may be imminent. This behavior is not limited to controlled-access highways.

Automatic Collision Evasion engages when:
• Model Y detects that you are not sufficiently attentive to the road, or that FSD (Supervised) may have been unintentionally disengaged.
• FSD (Supervised) is available and enabled, is not currently active, and you are driving manually.
• Model Y is traveling between 22.5 mph (36 km/h) and 85 mph (137 km/h).

Automatic Collision Evasion engages to keep Model Y safe and then continues driving under normal FSD (Supervised) control. Canceling works the same as canceling FSD (Supervised) normally (for example, by braking or steering).

When Automatic Collision Evasion engages, Model Y sounds a chime and briefly displays a message prompting you that FSD (Supervised) is now in control.

[Elon Musk @elonmusk]

It will only get better

[Yun-Ta Tsai @yunta_tsai]

It feels like a true privilege to sign our names on this purpose-built real-world agentic robot that we worked so hard on and gave so much to.

[Yun-Ta Tsai @yunta_tsai]

With Cybercabs, Austin feels like how Tomorrowland should be.

[Ashok Elluswamy @aelluswamy]

😂🤪

[Elon Musk @elonmusk]

Gaming in Cybercab

[Robotaxi @robotaxi]

Cybercab rides open to public tomorrow 5pm CT