birdsights

Taking a walk in nature cures all...

[Elon Musk @elonmusk]

Yes

[Elon Musk @elonmusk]

Terafab Texas will be the largest and most valuable building on Earth by far.

And it will be stunningly beautiful.

[The Kobeissi Letter @KobeissiLetter]

Is this the best timed trade of 2026?

At 6:50 AM ET today, $1.5 BILLION in notional value worth of S&P 500 futures contracts were bought.

This trade was so large it sent the entire index +0.3% higher that minute.

Then, 14 minutes later at 7:04 AM ET, President Trump announced "productive discussions" with Iran were underway.

By 7:10 AM ET, the S&P 500 had added +$2 TRILLION in market cap.

That $1.5 billion position gained +$60 million in minutes.

Absolutely incredible.

[Andrej Karpathy @karpathy]

I've never felt this much behind as a programmer. The profession is being dramatically refactored as the bits contributed by the programmer are increasingly sparse and between. I have a sense that I could be 10X more powerful if I just properly string together what has become available over the last ~year and a failure to claim the boost feels decidedly like skill issue. There's a new programmable layer of abstraction to master (in addition to the usual layers below) involving agents, subagents, their prompts, contexts, memory, modes, permissions, tools, plugins, skills, hooks, MCP, LSP, slash commands, workflows, IDE integrations, and a need to build an all-encompassing mental model for strengths and pitfalls of fundamentally stochastic, fallible, unintelligible and changing entities suddenly intermingled with what used to be good old fashioned engineering. Clearly some powerful alien tool was handed around except it comes with no manual and everyone has to figure out how to hold it and operate it, while the resulting magnitude 9 earthquake is rocking the profession. Roll up your sleeves to not fall behind.

[birdsights @birdsights]

@fundstrat @ScottWapnerCNBC @CNBCClosingBell @fs_insight why aren't you buying $BMNR ? It's in freefall !

[birdsights @birdsights]

@BitMNR why is @BMNR in freefall ??

[birdsights @birdsights]

@BitMNR what happened to $BMNR ????? It's dying !!!

[Andrej Karpathy @karpathy]

I took delivery of a beautiful new shiny HW4 Tesla Model X today, so I immediately took it out for an FSD test drive, a bit like I used to do almost daily for 5 years. Basically... I'm amazed - it drives really, really well, smooth, confident, noticeably better than what I'm used to on HW3 (my previous car) and eons ahead of the version I remember driving up highway 280 on my first day at Tesla ~9 years ago, where I had to intervene every time the road mildly curved or sloped. (note this is v13, my car hasn't been offered the latest v14 yet)

On the highway, I felt like a passenger in some super high tech Maglev train pod - the car is locked in the center of the lane while I'm looking out from Model X's higher vantage point and its panoramic front window, listening to the (incredible) sound system, or chatting with Grok. On city streets, the car casually handled a number of tricky scenarios that I remember losing sleep over just a few years ago. It negotiated incoming cars in tight lanes, it gracefully went around construction and temporarily in-lane stationary cars, it correctly timed tricky left turns with incoming traffic from both sides, it gracefully gave way to the car that went out of order in the 4-way stop sign, it found a way to squeeze into a bumper to bumper traffic to make its turn, it overtook the bus that was loading passengers but still stopped for the stop sign that was blocked by the bus, and at the end of the route it circled around a parking lot, found a spot and... parked. Basically a flawless drive.

For context, I'm used to going out for a brief test drive around the neighborhood to return with 20 clips of things that could be improved. It's new for me to do just that and exactly like I used to, but come back with nothing. Perfect drive, no notes. I expect there's still more work for the team in the long march of 9s, but it's just so cool to see that we're beyond finding issues on any individual ~1 hour drive around the neighborhood, you actually have to go to the fleet and mine them. Back then, I processed the incredible promise of vehicle autonomy at scale (in the fully scaleable, vision only, end-to-end Tesla way) only intellectually, but now it is possible to feel it intuitively too if you just go out for a drive. Wait, of course surround video stream at 60Hz processed by a fully dedicated "driving brain" neural net will work, and it will be so much better and safer than a human driver. Did anyone else think otherwise?

I also watched @aelluswamy 's new ICCV25 talk last week (https://t.co/RdaM23kvez) that hints at some of the recent under the hood technical components driving this progress. Sensor streams (videos, maps, kinematics, audio, ...) over long contexts (e.g. ~30 seconds) go into a big neural net, steering/acceleration comes out, optionally with visualization auxiliary data. This is the dream of the complete Software 1.0 -> Software 2.0 re-write that scales fully with data streaming from millions of cars in the fleet and the compute capacity of your chip, not some engineer's clever new DoubleParkedCarHandler C++ abstraction with undefined test-time characteristics of memory and runtime. There's a lot more hints in the video on where things are going with the emerging "robotics+AI at scale stack". World reconstructors, world simulators "dreaming" dynamics, RL, all of these components general, foundational, neural net based, how the car is really just one kind of robot... are people getting this yet?

Huge congrats to the team - you're building magic objects of the future, you rock! And I love my car <3.

[DogeDesigner @cb_doge]

"Basically the government funded NGOs are a way to do things that would be illegal if they were the government."

一 Elon Musk

[Elon Musk @elonmusk]

It will massively increase the already gigantic budget deficit to $2.5 trillion (!!!) and burden America citizens with crushingly unsustainable debt

[HOW THINGS WORK @HowThingsWork_]

Alpaca without its wool

[Nature is Amazing ☘️ @AMAZlNGNATURE]

Elephants protect their caregiver from the rain and make sure she’s ok

[Science girl @sciencegirl]

A cafe in Tokyo where you can pet Capybaras

📹 space_tamnik

[Nature is Amazing ☘️ @AMAZlNGNATURE]

EVERYONE LOOK AT THIS BABY COW😍

[B&S @_B___S]

Imagine struggling to learn surfing and this dude passes you

[The Internet of Cats 🐈🐈‍⬛ @KittiesInternet]

Honest question: Did cats invent martial arts?🤔😁

[Massimo @Rainmaker1973]

Returning the marmoset babies to mom after a medical check.

[Nature is Amazing ☘️ @AMAZlNGNATURE]

This is my favorite video on the internet