Brian Wichers

Manager @Meta, Prev @X, Proud 🍌 🐌 from @ucsc. Investing, Real Estate, and @LeagueOfLegends enthusiast. Cockatiel Dad.

[Brian Wichers @BrianWichers]

Yo, if anyone in my network plays League, feel free to join my new community to share OP/fun builds! https://t.co/sUtQPMRFRm

[Brian Wichers @BrianWichers]

@haitong_yu @shivamkhare95 +1

[Brian Wichers @BrianWichers]

@shivamkhare95 @urstokeeplove 🤣

[Brian Wichers @BrianWichers]

@17gamepace Get: JJ + Achane
Give: Henry + Moore

[Dontay Atkinson @DonAtkinsonNFL]

Important fact:

Jauan Jennings didn’t suddenly become great. He’s been great for several years. He’s just been buried behind other star players who get the huge majority of targets.

If you think about all the big moments when he’s made plays with the game hanging in the balance, it hits home. He’s not a cheetah like smaller, lighter WRs, but in my mind he’s one of the most elite CLUTCH receivers in the NFL, with incredible hands.

He usually gets 2 or 3 targets a game. Out of necessity, he got a dozen last Sunday. 176 yards and 3 TDs was the result.

I hope Kyle doesn’t reduce his role when the team gets healthier. He absolutely deserves to be a featured weapon. Make Purdy-to-Jennings an act of terror perpetrated against defenses around the NFL.

[Brian Wichers @BrianWichers]

@dexter_mh frfr

[Brian Wichers @BrianWichers]

@enriquebrgn same, gl hf

[Brian Wichers @BrianWichers]

@MingSongEng Thanks for your help Ming! 😂

[Brian Wichers @BrianWichers]

@ZachWarunek RIP

[Haofei @wanghaofei]

Major improvements on For you today! Let us know your feedback over the next couple of days, is it getting better or worse?

For those interested: we are eliminating several major heuristics as we move toward realtime end-to-end neural network based recommendations.

[Brian Wichers @BrianWichers]

@dexter_mh lol this was my first thought before even reading the post

[Brian Wichers @BrianWichers]

@shivamkhare95 @saurabhverma great summary: https://t.co/Y4Rxn4Iron

[Za @ZaStocks]

$TSLA

I listened to the entire earnings call so you didn’t have to. Master list of of all 29 major points discussed:

1) Low cost vehicle production possible in late 2024, likely early 2025.

2) Referred to Robotaxi as “Cyber Cab”.

3) Has installed roughly 35,000 H100 training GPUs, 85,000 (!) coming by EOY. No longer GPU constrained.

4) Recent layoffs will save $1B/year.

5) 4680 production has increased 18-20% from Q4.

6) Optimus is able to complete factory tasks in a lab. Expects Optimus to complete tasks in its own factory by end of 2024. In limited production end of 2024, potential to sell Optimus end of 2025.

7) Regulatory path to Robotaxis/FSD is improving, state governments are approving autonomous driving for street use rapidly.

8) Driving in the future will be like getting in an elevator. Get in, press button, and it takes you to your destination. Fully autonomous.

9) Tesla will own some Robotaxis itself and operate as a “taxi service”. Some will be owned by Tesla car owners.

10) Will discuss $25,000 car more at 8/8 Robotaxi event.

11) Cybertruck ramp at 1,000/week, facing challenges such as supplier inventory. Expects to ramp more over coming months.

12) Conversations with a major automaker regarding licensing FSD ongoing.

13) Semi is still having some difficulty ramping but getting better with time. Still delivering semis to Pepsi.

14) FSD will not be transferable between vehicles.

15) Tesla constitutes the majority of Elon’s time. He has no plans of leaving the company anytime soon, wants Tesla to be “prospering” when he steps down.

16) Expects higher sales in 2024 than in 2023.

17) “If you don’t believe Tesla will solve autonomy you shouldn’t be invested in the company”-Elon

18) Elon dodged the question about 25% ownership. Said shareholders have the chance to vote. He expects Tesla will solve autonomy with or without him (!).

19) Tesla will look at buybacks once FCF ramps.

20) Other automakers very interested in licensing FSD, they just want to make sure it’s 100% the right way to go about self driving (no lidar, etc).

21) Likely 3 years away until OEM has cars capable of FSD. Licensing deal could come soon but the auto manufactures need to build the product that can use FSD.

22) Predicts meaningful FCF to come after down few quarters.

23) FSD approval in other countries/markets is coming, governments are open to it. China specifically mentioned.

24) Q1 was one of the worst quarters in Tesla history. Fires at factory, Red Sea attacks, ramping Cybertruck, etc. Team expects future quarters will be much better.

25) Tesla plans to be the real world, physical AI leader. Team believes the infrastructure is in place to do so.

26) Likens FSD/autonomy to AWS. Nobody expected AWS to be the most valuable part of Amazon.

27) Buying a Tesla became too complicated. Hopes new process allows buyers to buy a Tesla in under a minute.

28) Elon believes people cannot understand where the company is headed without using latest version of FSD themselves.

29) IR lead Martin Viecha is stepping down.

Hope this helped.

[Brian Wichers @BrianWichers]

@wanghaofei @yacineMTB You should try league

[Business @XBusiness]

Read the full statement from DoubleVerify:

[Brian Wichers @BrianWichers]

@enriquebrgn squeaky boots

[Brian Wichers @BrianWichers]

NINERSSSSSSS LFGGGG

[Brian Wichers @BrianWichers]

@venusatuluri 👏

[Brian Wichers @BrianWichers]

@enriquebrgn I said

[Brian Wichers @BrianWichers]

@dexter_mh Got grass 😎

[Brian Wichers @BrianWichers]

@enriquebrgn How do you not fear??? Imagine being in the water next to one and they open their mouth? GG