Skywise

A new arc

[Skywise @Skywise_LL]

@GreenTexanEV I bought an old 911 with a manual transmission as a weekend car

[Skywise @Skywise_LL]

@Horatiumuresan @SawyerMerritt @SpaceX RBC

[Skywise @Skywise_LL]

@SawyerMerritt Does this mean that it would be SpaceX merging with Tesla since Tesla is already incorporated in Texas?

[Skywise @Skywise_LL]

@SawyerMerritt Gonna bet on an expansion announcement at Giga Shanghai to build CyberCabs

[Skywise @Skywise_LL]

@SawyerMerritt Gonna sell out fast and use up most of quota for the year

[Skywise @Skywise_LL]

@DolphinD54 @SawyerMerritt Model Y coming from Germany. Model3 from China

[Skywise @Skywise_LL]

@SawyerMerritt I think 6.1% tariff

[Skywise @Skywise_LL]

@YunLinSJ @SawyerMerritt Smallest battery is equivalent to 3 Tesla Powerwalls.

[Skywise @Skywise_LL]

@SawyerMerritt Great little city car

[Skywise @Skywise_LL]

This is a multi leg bet. Lucid to develop their Model 3/Y to allow them to scale and reach profitability. Leverage that platform for autonomous driving. Collect enough miles/data to develop their own FSD or lease from Tesla if cheaper. Probably has less than 1% chance of success, but, maybe it buys Uber some time

[Skywise @Skywise_LL]

@briandstone Definitely different market landscape in 2016 as compared to now. Lucid still has to go through its Production Hell and scaling challenges. Unless they license FSD from Tesla, they’re not going to solve it. The goalposts have moved along with market valuation rules

[Skywise @Skywise_LL]

@SawyerMerritt Betting on the wrong horse…

[Skywise @Skywise_LL]

@cb_doge Women are also marrying late and hearing many have challenges conceiving.

[Skywise @Skywise_LL]

@truthandtesla Waiting for the tariff on CyberTruck to end here in Canada. $140K CAD for the base model is a crime

[Skywise @Skywise_LL]

@lady_valor_07 Lacross

[Skywise @Skywise_LL]

@kapilansh_twt xAI is gonna win. Only so far you can go with LLM. Need to combine with vision to get to AGI and Tesla is the only one with the vision data part

[Skywise @Skywise_LL]

Let’s test out the math. Company A makes widgets that they sell for $50. It takes 1 hour to make one widget and $10 in material costs. Worker A is paid $30 an hour and can make 1 widget per hour. Worker A is replaced by a robot that costs $5 an hour. Assume robot and worker A can do the same job in the same amount of time. The company is now saving $25 an hour. The company can choose to keep selling the widget at $50. They introduce a robot tax of 10% assume on the selling price, let’s say $5. The company profit has now gone from $10 a widget to $30 a widget. Assume the $5 robot tax goes to UBI and the laid off worker gets paid $5 an hour now. There is a deficit to Worker A wages by $25 an hour. Maybe the government gets rid of income tax on UBI which increases the after tax income for Worker A. I think the only way the math work is that we lower the price of the widget so that Worker A can afford that widget with lower income levels.

[Skywise @Skywise_LL]

@r0ck3t23 Tesla is building ASICs for its use case. Nvidia is building GPUs for general use cases. Ask if anyone mines bitcoin using GPUs, it’s the same story here

[Skywise @Skywise_LL]

@SawyerMerritt Wonder what volume of chips this represents for AI5 and AI6? Will AI6 be the first chips manufactured in the USA ending the reliance on Taiwan/South Korea factories? Does this also mean AI7 will be the first chips manufactured in Terafab?

[Skywise @Skywise_LL]

Glad to hear that. I was trying to see if there was a pattern to when it would make the lane change to prepare to exit or merge. It was like 1 km (0.6 miles) on the highway and about 300 meters (0.2 miles) in the city. One time it didn’t switch lanes in time in the city and I had to take over! Made me nervous ever since so glad to hear this change