Storm Uru

Portfolio Manager @ Liontrust Asset Management. Views are my own

[Zack @BLKMDL3]

FSD v14.3.1 review after 10 drives and many hours, here are my thoughts (it’s a great one)

- v14.3.1 feels like a big jump even compared to FSD v14.3, even for “just” a point release build. Everything’s polished and smoother overall as expected.

- Always after a big update or fundamental architecture changes, there will be a couple rough edges. I was very impressed with how solid FSD v14.3 was, and .1 added a lot of polish to it.

- First big thing I noticed with this build was improved lane bias and preference changes. Notably, v14.3 would like to sit toward the left lane on emptier highways, in my driving tonight I didn’t see any of that. Will drive a lot more tomorrow to verify.

- In FSD v14.3, a new feature introduced was a new P parking icon at your destination. At first with v14.3, it didn’t show for me, then it did majority of the time. With v14.3.1, it has shown every single time now. Something new in .1 is you can now select it and change the arrival type from parking lot to garage, street parking, curbside etc. Nice improvement and quick to change.

- As with v14.3, stop sign behavior is MUCH improved. It commits and doesn’t hesitate, no double stops I’ve seen and a smoother acceleration and deceleration curve, leading to a more comfortable drive. Notably, speed bumps and dip handling is also buttery smooth, great acceleration/deceleration curve as well.

- Gated parking lots. One thing I noticed today with gated lots and garages is that it pulls up to the ticket dispenser way quicker and in a better position than before. It’s close and centered, exactly where I’d pull up. Goes right away when gate opens too, 10/10 no notes.

Parking- This is a big change with FSD v14.3+. It now picks parking spots quicker and more decisive. With v14.3.1 it’s even better, it’s picking the first spot it sees and commits, and sometimes they are even corner spots which I personally love to avoid door dings. I saw a ton of corner spot parking today which is awesome. When it’s parking, it’s so quick to decide which spot to take, but sometimes once it starts pulling in the spot it’s a bit slow to finish the maneuver as well as a bit slow in parking lots sometimes now, the final 5 feet of the maneuver are the slowest understandably. I saw an instance of the twitchy steering wheel as well.

Spot selection is so improved it’s hard to even compare to v14.2.x. What a massive upgrade and the decision making is so fast and confident.

- Speed control was great on my drives tonight, mostly city but was behaving exactly how I would and expect of it now. Went perfectly with flow of traffic on the profiles I selected. Hurry mode is dialed in, and doesn’t sit in left lane, at least on the drives I did.

- So cool to have Grok integrated with navigation. Tesla Self Driving and Grok took me to 5 separate destinations earlier with ZERO input, I just pressed start FSD and it drove, parked, unparked and got me to each destination without any intervention. Definitely worth watching the video I posted earlier of it.

- Decision making and reaction times are next level as well, it reacted to multiple bad human drivers we encountered tonight extremely well and the reaction time is lightning fast. Will post some videos tomorrow of it reacting to other vehicles, its reasoning is fantastic.

Overall, what a big polish upgrade to an already excellent build. Really excited to drive it more extensively tomorrow. Thank you to the legends @Tesla_AI for the hard work getting another fantastic build out to us, this one’s phenomenal.

[Marc Andreessen 🇺🇸 @pmarca]

Magical OpenClaw experiences that use frontier models cost $300-1,000/day today, heading to $10,000/day and more. The future shape of the entire technology industry will be how to drive that to $20/month.

[SemiAnalysis @SemiAnalysis_]

The Inference King has been crowned 👑 @nvidia

[Boris Cherny @bcherny]

When I created Claude Code as a side project back in September 2024, I had no idea it would grow to be what it is today. It is humbling to see how Claude Code has become a core dev tool for so many engineers, how enthusiastic the community is, and how people are using it for all sorts of things from coding, to devops, to research, to non-technical use cases. This technology is alien and magical, and it makes it so much easier for people to build and create. Increasingly, code is no longer the bottleneck.

A year ago, Claude struggled to generate bash commands without escaping issues. It worked for seconds or minutes at a time. We saw early signs that it may become broadly useful for coding one day.

Fast forward to today. In the last thirty days, I landed 259 PRs -- 497 commits, 40k lines added, 38k lines removed. Every single line was written by Claude Code + Opus 4.5. Claude consistently runs for minutes, hours, and days at a time (using Stop hooks). Software engineering is changing, and we are entering a new period in coding history. And we're still just getting started..

[Morgan Housel @morganhousel]

Burgenstock, Switzerland, speaking about behavioral finance stuff. The coolest place I’ve ever been.

[Michael Mauboussin @mjmauboussin]

During the podcast with .@tferriss, I mentioned a reading list I suggested for my son (@amaub) who was taking a gap year before going to college. I have received a lot of requests for the books on that list. Alas, neither of us saved it, but we were able to recreate a lot of it:

[Luke Sophinos @lukesophinos]

This guy acquires companies for breakfast, lunch, and dinner.

But never sells them.

The coolest software billionaire you've never heard of 🧵

[Robin Wigglesworth @RobinWigg]

I think that from now on macroeconomists and central bankers especially should just give their Fischer Number to sum up their closeness to Stan the Man. https://t.co/ECKRVcDcdu

[Tim Dettmers @Tim_Dettmers]

In the RTX 40 post, I introduce a GPU recommendation chart and discuss the new Tensor Memory Accelerator (TMA) and FP8 computation. Overall, RTX 40s are faster for inference and shine through their FP8 performance but are inefficient for 16-bit training. https://t.co/7o87iyat2D

[Gavin Baker @GavinSBaker]

1) Great @stratechery interview w/ @danielgross and @natfriedman

“the transformer and Stable Diffusion have given them this massive gift, which is we are finally CPU-bound. Software has not been CPU or GPU-bound for a long time.”

[Joe Speiser ⚡️ @jspeiser]

ChatGPT is a FREE assistant.

But most people don’t know the best ways to use it.

Here are 8 ways ChatGPT can save you thousands of hours in 2023:

[Niall Ferguson @nfergus]

The difference is that there will be no sympathetic industrial power to serve as the “arsenal of democracy.” This time it is the autocracies that have the arsenal. 6/7 https://t.co/uL3QWWAtAX

[Aleksandr Volodarsky @volodarik]

AI is changing every industry—from healthcare to automobiles to even space.

Here are the 10 most fascinating AI startups to give you a peek into the future:

[Riley Goodside @goodside]

Publicly announced ChatGPT variants and competitors: a thread

[Oliver Cameron @olivercameron]

AI is changing everything, and it's not just ChatGPT or self-driving cars.

You'd be surprised at just how broadly AI is being applied across tons of industries.

I’ve now invested in 50 AI startups, and here are some recent investments using AI in fascinating applications 👇

[Marc Andreessen 🇺🇸 @pmarca]

Because the lines in red are most consumer spending, and are both restricted in supply and subsidized in demand by the government.

[Olivier Blanchard @ojblanchard1]

The failure of covid zero. Likely to have major implications for China and the rest of the world.

[Charlie Bilello @charliebilello]

G10 Currency Returns over the last year (vs. US Dollar):
US Dollar Index: +19%
Canadian Dollar: -4%
Swiss Franc: -7%
Australian Dollar: -9%
Norwegian Krone: -13%
New Zealand Dollar: -15%
Euro: -16%
British Pound: -16%
Swedish Krona: -21%
Japanese Yen: -23%

[Business Breakdowns @bizbreakdowns]

One year of Business Breakdowns.

53 companies down, thousands to go.

So many lessons. Learn them all @
https://t.co/LDKpjQsKWW

[Elon Musk @elonmusk]

Hopefully, it is now extremely obvious that Europe should restart dormant nuclear power stations and increase power output of existing ones.

This is *critical* to national and international security.