Jun Zhong

Math & AI

[Elon Musk @elonmusk]

We are in the Singularity

[Gene Munster @munster_gene]

The odds that $TSLA and $SPCX come together just increased.

They got a question about the topic on the call, and I was surprised they even entertained it. Elon said they have a great relationship but couldn't comment on further integration, handing it off to legal.

After legal said they couldn't say much, Elon took the mic back and elaborated on the benefits the two companies bring each other, like Starlink preventing Robotaxis from going into a "Bermuda Triangle of connectivity." He said there are other benefits, too.

My take: Going into the call, I thought there was an 80% chance the two companies come together in the next few years. I'm raising that to 90%.

[Sawyer Merritt @SawyerMerritt]

Tesla is now generating ~$775 million per year from FSD subscriptions.

[Dmitry Rybin @DmitryRybin1]

Dinitz-Garg-Goemans conjecture is false. This graph theory problem was open for ~30 years.

The graph below has fractional flow cost 58. Any unsplittable flow (with capacity violation <=15) has cost at least 60.

Chat with GPT 5.6 Pro where this was found: https://t.co/Oi2PQoab2h

[Claude @claudeai]

The Claude Security plugin for Claude Code is now available in beta.

Scan your changes for vulnerabilities before you commit, or run a full scan across your codebase, all from your terminal on the Claude inference you already run.

[Elon Musk @elonmusk]

Tesla Earnings Call

[Sawyer Merritt @SawyerMerritt]

Tesla FSD subscriptions went up 56% in Q2 2026 to 1.48 million, an increase of 200,000 from Q1 2026.

Tesla added more FSD subscribers in Q2 than in any quarter in its history.

[Sundar Pichai @sundarpichai]

Q2 was an amazing quarter, with our AI investments redefining what’s possible across every part of our business.

Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app (which reached 950M monthly active users). Our model APIs are processing 22B tokens/min (up from 16B+ last quarter) driven by our workhorse Flash models. We’re also seeing great adoption of Gemini Enterprise, used by 90% of the Fortune 100, as well as strong demand for our security solutions.

Outstanding results and momentum, and such an exciting moment—thanks to all of our partners and employees around the world! 🙌 About to hop on the call!

[Cursor @cursor_ai]

Introducing Cursor Router, our intelligent model router that selects the right model for the task at hand.

Router delivers frontier-quality results at 60% lower cost.

[SpaceX @SpaceX]

Additional preflight testing on Super Heavy complete. Now starting preparations to launch Starship as soon as tomorrow, Thursday, July 23. Weather is currently a significant watch item for launch

[Polymarket @Polymarket]

BREAKING: U.S. launches a $5 billion AI research initiative to uncover the causes of chronic disease & accelerate drug discovery.

[SpaceX @SpaceX]

We will post our Q2 2026 financial and operational results on August 4, 2026. We will host a live audio-only webcast at 3:30 p.m. CT the same day → https://t.co/6VXtOOai3L

[SpaceX @SpaceX]

View of Earth from Falcon 9's second stage

[SpaceX @SpaceX]

Stage separation confirmed

[Elon Musk @elonmusk]

@SawyerMerritt Incredible engineering and incredible (in-house) manufacturing

[Elon Musk @elonmusk]

Getting this approval took a lot of work by the Tesla team

[Google AI @GoogleAI]

Today, we're introducing not one but TWO new models, striking the balance between efficiency and quality to enable you to build production AI agents.

— Gemini 3.6 Flash: Addresses efficiency feedback we received from Gemini 3.5 Flash with upgrades in coding, knowledge work, and multimodal tasks faster, more accurately, and with substantially fewer tokens per task

— Gemini 3.5 Flash-Lite: Our fastest, most cost-effective 3.5-class model yet built for agentic workflows, hitting ~350 output tokens/sec with improved coding and overall quality

Start building with these today via the Gemini API in @GoogleAIStudio or try them out in the @GeminiApp

[Sawyer Merritt @SawyerMerritt]

Here are the retail investor questions that will be asked on @Tesla's Q2 earnings call tomorrow (Wednesday):

1) What are the main constraints to expanding robotaxi operations faster, and how do you see that lining up with Cybercab production?

2) What's the current status of Optimus Gen 3 production ramp, initial deployment in factories, and external sales timeline/volume for 2027? What tasks can we expect the Optimus to perform by end of 2027?

3) Tesla has missed short term guidance on robotaxi 3 earnings reports in a row, from 50% coverage of USA by end of 2025 to most recently 7 new cities in 1H26. What is keeping Tesla back from accomplishing these short term goals that they've set for themselves?

4) This one will likely be skipped or not answered: To reward long term Tesla retail shareholders for their loyalty, can you commit to achieving at least half of the goals outlined in your 2025 compensation plan before considering any offers to acquire or merge Tesla?

5) Why has growth of robotaxi vehicles stalled? When will we see cybercab start customer rides?

6) What are the latest milestones and city expansion plans for unsupervised Robotaxi/Cybercab operations in 2026? How many vehicles are targeted for the fleet by year-end, and what recurring revenue contribution is expected?

7) What is Tesla's plan to rollout Digital Optimus with SpaceXAI? When will Tesla deploy Megapods to Superchargers? What is Tesla's capital contribution? What is Tesla's revenue share with SpaceXAI? When can we expect customers and revenue to ramp?

[Google DeepMind @GoogleDeepMind]

We’re rolling out three new models to make AI agents faster, smarter, and cheaper at scale:

🔵 Gemini 3.6 Flash: It uses fewer tokens than 3.5 Flash to deliver higher quality work at the exact same cost.

🔵 Gemini 3.5 Flash-Lite: A fast, cost-effective option for everyday tasks like processing documents and agentic search.

🔵 Gemini 3.5 Flash Cyber: A cybersecurity model built to find and patch critical software vulnerabilities.

[Tesla North America @tesla_na]

No steering wheel, no pedals