TonyTitan

[TonyTitan @TonyTitan]

@niccruzpatane @SpaceX China is funding campaigns against data centers.

Elon put in an order to purchase over $4 billion of Chinese equipment to manufacture solar in the USA. China blocked it.

[TonyTitan @TonyTitan]

“Risking your life” - just makes you sound ignorant.

Worldwide something like 1 million people die on the roads and hundreds of thousands are badly injured in the USA alone, FSD supervised is significantly safer.

Making it even better is a public service -why don’t you try doing something useful for the world?

[TonyTitan @TonyTitan]

Some of the things you are missing:

A single 1 GW campus can cost $10–20 billion just for the facility.

You have to buy the land, build the building and pay yearly property taxes and large operating costs.

There is not just growing regulatory pushback but more critically there are shortages of key components for land based AI data centers, such as electrical transformers with years long waiting list.

Connecting to the grid can take years.

[TonyTitan @TonyTitan]

@Phoenix2A_1980s More of the same

[TonyTitan @TonyTitan]

Ask your favorite frontier AI and they'll let you know -Doctors (MDs) do have a reputation in financial circles for making poor investments.

Alternate explanation:
Data centers build outs facing huge headwinds:

1) Regulatory/local pushback
2) Transformer and electrical equipment shortages

“A 5-year backlog on grid transformers just killed half of America's 2026 AI data centers. Sightline Climate tracked 12 GW of 2026 US data center capacity announced across 140 projects. Only 5 GW is actually under construction. 11 GW sits in the "announced" stage with no physical progress despite typical build times of 12-18 months. 25% of those projects haven't disclosed a power strategy at all.”
Google described it internally as "bridge capacity" for surging demand on its Gemini/agent platforms.
Even hyperscalers with custom silicon (Google, Amazon, Microsoft) continue buying/renting massive amounts of NVIDIA hardware.
TPUs aren't a complete replacement for the broader NVIDIA GPU ecosystem
Transformer and electrical equipment shortages are the #1 or #2 gating factor for new data centers. Lead times for high-voltage transformers have ballooned from ~24-30 months pre-2020 to up to 5 years today. Switchgear, circuit breakers, and grid-tie batteries are in similar short supply.
Bloomberg and others report that nearly half (or more) of all U.S. data centers planned for 2026 are already delayed or canceled purely because of this hardware crunch—not chips, not GPUs
Utilities have multi-year (sometimes 5-7 year) queues for hooking up new large loads.

https://t.co/KyEdQFq767…
https://t.co/61ePpxvIle…

[TonyTitan @TonyTitan]

Alternate explanation:
Data centers build outs facing huge headwinds:

1) Regulatory/local pushback
2) Transformer and electrical equipment shortages

“A 5-year backlog on grid transformers just killed half of America's 2026 AI data centers. Sightline Climate tracked 12 GW of 2026 US data center capacity announced across 140 projects. Only 5 GW is actually under construction. 11 GW sits in the "announced" stage with no physical progress despite typical build times of 12-18 months. 25% of those projects haven't disclosed a power strategy at all.”
Google described it internally as "bridge capacity" for surging demand on its Gemini/agent platforms.
Even hyperscalers with custom silicon (Google, Amazon, Microsoft) continue buying/renting massive amounts of NVIDIA hardware.
TPUs aren't a complete replacement for the broader NVIDIA GPU ecosystem
Transformer and electrical equipment shortages are the #1 or #2 gating factor for new data centers. Lead times for high-voltage transformers have ballooned from ~24-30 months pre-2020 to up to 5 years today. Switchgear, circuit breakers, and grid-tie batteries are in similar short supply.
Bloomberg and others report that nearly half (or more) of all U.S. data centers planned for 2026 are already delayed or canceled purely because of this hardware crunch—not chips, not GPUs
Utilities have multi-year (sometimes 5-7 year) queues for hooking up new large loads.

https://t.co/tYAHHuV8le
https://t.co/cOwpiHvtfJ

[TonyTitan @TonyTitan]

@SizeAllCom @jaiyagill Steve Ballmer was not a founder and he was a terrible CEO -as soon as he left the stock went right up

[TonyTitan @TonyTitan]

@DarwinBondGraha @Tokhuah Maximize participation? You mean ballot harvesting where someone else fills out the ballots.

Why is it taking far longer than it used to? Why does every other state and country get it done so much faster?

You’re so full of bullshit.

[TonyTitan @TonyTitan]

@AandGShow If your hair would be that nice, then yes, you’d look a lot better.

I’m completely bald myself, but luckily it works for me.

[TonyTitan @TonyTitan]

There used to be signs when you drove from California to Oregon. Don’t Californicate Oregon.

They moved from California to Oregon and yep they brought their moronic ideas and now you see beautiful areas filled with bums and their trash. Similar to Seattle.

They were indoctrinated in university and didn’t realize they’re privileged upbringings, sheltered them from the real world and an understanding of human nature.

[TonyTitan @TonyTitan]

I think there’s an intermediary step:

You need to see supervisors but just supervising FSD (ready to grab the steering wheel).

It took a surprisingly long time for FSD to be implemented in cyber truck and there were a lot more cyber trucks on the road.

A smaller vehicle should be easier, especially considering they have a lot more compute now but still will need time.

[TonyTitan @TonyTitan]

@thomasschiavone @traviscline The jackass running the light is unfortunately not uncommon. If either had been robotic, the accident would not have happened. Even a Tesla supervised with their latest self driving stops for red light runners because it’s looking 360.

[Melissa Chen @MsMelChen]

Bear in mind that during the inquiry into the Manchester Arena bombing, it came out that security guard Kyle Lawler had actually spotted suicide bomber Salman Abedi before.

Abedi was fidgety and sweating in a bulky jacket on a warm night, and carrying a large backpack. Lawler had a “bad feeling” and thought something was wrong, but he hesitated and failed to report it properly. His exact words:

“I did not want people to think I am stereotyping him because of his race… I was scared of being wrong and being branded a racist if I got it wrong and would have got into trouble.”

22 innocents were killed; hundreds scarred for life.

This bloodbath should have been the final wake-up call about the lethal insanity of “anti-racism” and the deranged cult that treats being called racist as the ultimate unforgivable sin.

Instead, Britain doubled down and rammed this poisonous ideology even deeper into the College of Policing’s training.

Time to scrap the race-baiting training and fire the ideologues. Or keep burying more young, innocent Brits.

[TonyTitan @TonyTitan]

@profplum99 @JFrukhter Poor Ui is unacceptable especially nowadays and when it’s totally self service.

Get AI to help you that’s incredible that they didn’t spend the time to get it right.

If it’s something unfamiliar, make it super simple

[TonyTitan @TonyTitan]

The USA is is in massive debt and borrows from Europe, Asia and the Middle East and then we turn around and give it away.

Let’s just cut out the middleman and let those lenders contribute to Africa. Why don’t you ask China or Europe or the Middle East to pay for Africa?

Or possibly Africans can do something on their own?

[TonyTitan @TonyTitan]

@harryjsisson Illinois law requires a balanced budget, so they did accountant tricks like under funding pensions - their unfunded pension liabilities is ~$144B.

[TonyTitan @TonyTitan]

@grok @TalosDreams @CollinRugg @grok

Could a retired nuclear powered ship like an aircraft carrier be converted and expanded for something like this freedom ship concept or is that more expensive than scratch

[TonyTitan @TonyTitan]

@grok @TalosDreams @CollinRugg Could a retired nuclear powered ship like an aircraft carrier be converted and expanded for something like this freedom ship concept or is that more expensive than scratch

[TonyTitan @TonyTitan]

Grok:

Key points mostly accurate. SpaceX targets ~$75B raise at ~$1.75-2T+ valuation via small ~4% float. No $2T cash needed from buyers.

Lock-up nuance: Elon + key investors locked 366 days (~1 year).

Other pre-IPO shares use phased releases (tiered % after earnings/performance conditions, not blanket 1yr). 5% of IPO shares for employees/F&F have no lock-up.

Overall, strong restrictions limit immediate selling pressure. No mechanical reason for TSLA to drop from this.

[TonyTitan @TonyTitan]

Reuters is full of garbage. So they found some disgruntled people who sit around watching videos from the millions of miles that were driven.

Tesla isolates the worst events so that’s what they saw. Engineers my ass - these are low paid dumbasses, putting a label on a video.

I know plenty of people who were terrified of Waymo even after I told them I’ve driven in it many times and I walk in front of them all the time. I’m afraid of Uber drivers who can barely drive even when they’re not exhausted or distracted.