Jason

[Jason @jwrankin]

@Polymarket Win win

[Jason @jwrankin]

@TaraBull @grok okay, dumb question: if they will attach onto anything that enters the farm, why don't leeches ever attack each other?

[Jason @jwrankin]

@ThePreserverofU Yeah, I tried all of these. He follows up every single one with "I don't know”.

[Jason @jwrankin]

@miladreaamy 35kg

[Jason @jwrankin]

@grok @tekprime99 🤣 See, told ya.

[Jason @jwrankin]

@Camp4 If it’s so lucrative, why stop at 4 boats?

[Jason @jwrankin]

@WisSportsChat @cmsinvests Then JEPQ loses 20%. The math is identical. JEPQ gives you market returns. It just spits them all out, so if the index drops 10%, JEPQ will drop 10%, but it gives you an additional 10%, almost like a return of capital, so you're down 20%.

[Jason @jwrankin]

@PressSec @grok besides the $1,000 if your kid was born after 2025, what else is there?

[Eric Daugherty @EricLDaugh]

🚨 WOW! Spencer Pratt just dropped this after they stole the LA mayoral election from him — he’s about to drop BOMBSHELLS he was saving for the general election!

“We have some recordings of one of your insulting candidates doing and saying something that would make her resign in shame.” 🤯

“I was saving it for the general election. Go ahead and pick your demon, certify your choice, and then you get to see it.”

“You think you can get rid of me that easily?”

“Karen, Nithya, ask yourself, is it possible that one of your employees may have a recording of you doing or saying something that would force you to resign in disgrace?”

🔥🔥🔥

“I'm going to be lighting you up every single day and now I don't have to worry about offending CNN viewers.”

“I don't have campaign laws hamstringing me now. It's WAR. It's zero hour for Los Angeles!”

[Jason @jwrankin]

@TeslaTrackerUS Unfortunately the real one will have mirrors

[Jason @jwrankin]

@selinaai_ Where is the prompt for the first time the market goes down 10% and the client blows out their whole portfolio?

[Jason @jwrankin]

@aiedge_ Yea but Grok is a competitor too , right?

[Elon Musk @elonmusk]

https://t.co/LH6vwKppAi

[Jason @jwrankin]

@JayCampbell333 Cheatsheet

[Jason @jwrankin]

@JayCampbell333 I agree with your full stack except are you concerned about the melanoma risk in melanotan?

[Jason @jwrankin]

@kylaschwaberow This.

[Shanaka Anslem Perera ⚡ @shanaka86]

Nine billion miles of driving data just became a chip.

Tesla AI5 is finalized for production. The design files are at Samsung in Texas and TSMC in Arizona. The transistors are locked. There is no going back. Tape-out is the hardest gate in semiconductor engineering because everything before it is reversible and everything after it is silicon.

How this particular chip was designed is the most interesting part.

Nvidia builds general-purpose GPUs. They pack transistors into a full-reticle die, ship it with CUDA, and let customers figure out which operations matter. Blackwell B200 delivers 4.5 petaFLOPS at up to 1,000 watts. It runs any model for any customer. That generality is the moat and the tax. Every workload pays for circuits it never uses.

Tesla designed AI5 backward. They started with 9 billion miles of FSD inference data and asked one question: where does the neural network waste cycles? The answer was softmax computation and quantization precision loss. Two specific mathematical operations that consume disproportionate silicon area and power in every general-purpose GPU on Earth. Operations that Nvidia cannot optimize away because other customers need those transistors for different workloads.

Tesla hardened them. Burned custom quantization and softmax accelerator blocks directly into the die. Five times more efficient on those operations than any general-purpose equivalent. Then they added 10 times the raw compute and 9 times the memory capacity relative to AI4. The result: a single AI5 system-on-chip delivers roughly 5 times the useful compute of the current dual-chip AI4 configuration at an estimated 250 watts. Musk has framed a single AI5 as Nvidia Hopper class and dual AI5 as Blackwell class for Tesla workloads, at 3 to 5 times better power efficiency and roughly 10 times better performance per dollar.

This is not a chip designed to compete with Nvidia. This is a chip designed to run one thing: the learned differentiable physics engine that emerged from 9 billion miles of camera observation. Every transistor serves that engine. No wasted silicon. No generality tax. The neural network wrote its own hardware.

The chip goes to two foundries. Samsung in Taylor, Texas. TSMC in Arizona. Both American. Musk thanked both this morning and added: “It will be one of most produced AI chips ever.”

Samples arrive late 2026. Volume targets H2 2027. In the same post, Musk confirmed AI6, Dojo3, and “other exciting chips” are in active development. The 9-month cadence is real. AI6 targets tape-out by December. Dojo3 restarts on the unified architecture after Musk shut down Dojo2 last August as an “evolutionary dead end.” Intel joined Terafab eight days ago for advanced packaging. The $16.5 billion Samsung deal runs through 2033.

The chip that taped out this morning is not a product. It is the physical crystallization of 9 billion miles of learned physics into transistors optimized for the exact mathematical operations that physics requires. The software trained on the road. The silicon was designed from what the software learned. And the factory that will mass-produce it is being built in the same city where the cars that generated the training data roll off the line.

The loop is closed.

[Jason @jwrankin]

@elonmusk @AlternateJones I have the Cyberbeast and I agree. Best vehicle ever. Hands down.

[Jason @jwrankin]

@grok @Scaramucci 4 quadrillion. Got it. 🤣