matt hillery

Cloud Computing, RiM and ECM product guy, system builder. CTO and President, Digital Solutions at Access.

[X Freeze @XFreeze]

https://t.co/lk0SGyvnfC

[Marie Isabella @MarieIsabellaB]

😆😆

[The Kobeissi Letter @KobeissiLetter]

This is truly unfortunate:

In 2022, JetBlue had agreed to merge with Spirit Airlines in a $3.8 billion transaction.

This was intended to end Spirit's imminent bankruptcy and employ the majority of Spirit's 17,000 employees.

One year later, in 2023, the US Department of Justice sued to block the merger, saying it would reduce competition and drive up fares.

Fast forward another 2 years to today, and Spirit has officially gone bankrupt, ceased operations, and 17,000 people are now unemployed.

And, tens of thousands of Spirit passengers are now "stranded."

The worst part?

The "reduced competition" that the DOJ thought they were avoiding by blocking the transaction has only gotten worse.

There quite literally is no competition in the space anymore.

This will go down as one of the biggest transactional failures in US history.

[Yogi @Houseofyogi]

Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren

She must be so proud to add another casket to her achievements.

Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service.

JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes.

The combined company would have held 9% of the US market against a Big 4 that already owned 80%.

For anyone who understands numbers: 9% isn’t a monopoly against 80%.

Warren said no.

She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024.

Her argument: the merger would cost consumers $1 billion a year.

Now look at her collateral damage she dusts under the rug.

510 pilots gone in the months after. 1,800 flight attendants furloughed in December.

14,000 jobs in 2023. 7,500 last week. Zero tonight.

And that’s just the people in Spirit uniforms.

Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back.

40,000 people out of work because of one woman’s moronic crusade against the market.

And the math ain’t mathing.

Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%.

That’s reality. Not some BS number from a “study.”

So @SenWarren tell me how this saves the consumer money?

Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years.

Warren killed it. That’s what moronic politicians led by socialism do.

Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.”

A win.

14,000 people are reading termination letters tonight.

And she’s taking credit.

This is socialism in 2026.

A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company.

She saved you a billion on imaginary paper.

She cost you ten times that in real life.

She didn’t protect consumers from anything.

14,000+ will go from working to welfare.

She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed.

Higher taxes. Fewer jobs. More expensive everything.

She called it a win. I hope you enjoy winning.

[matt hillery @matthillery]

@KobeissiLetter The true meaning of optimistic visionary.

[Fred Krueger @dotkrueger]

Another absolutely insane thing AI can do is create a shareable report on any subject, with just a few words. For example, a friend mentioned the topic of "silver tsunami". With just those two words, the following detailed report was created.

https://t.co/gSGdLnTKF2

[🇺🇸 2Stoked4U 🇺🇸 @2stoked4u]

@Scaramucci Why are you lying @Scaramucci

[Matt Shumer @mattshumer_]

https://t.co/4YWrYZz1Uw

[Andy Fang @andyfang]

Introducing Dasher Tasks

Dashers can now get paid to do general tasks. We think this will be huge for building the frontier of physical intelligence. Look forward to seeing where this goes!

[matt hillery @matthillery]

a friend just told me about a new diligence step at KKR on software deals. Before going to the IC, they require an associate to try and build a POC of the app their looking at in Claud Code.

[matt hillery @matthillery]

Thinking about @jvisserlabs memory trades listening to @natebjones commentary on memory just after min. 13 https://t.co/64fhE8Sg2n

[matt hillery @matthillery]

This is a really helpful, balanced review. I believe the community with develop security techniques very quickly. https://t.co/64fhE8Sg2n via @YouTube

[Jordi Visser @jvisserlabs]

Customer testimonial from the PLTR earnings call. “Every other software must justify its existence. And so far, they haven’t been able to. 97% of our employees use Foundry every day. Foundry is our operating system. And not only are we getting rid of third-party software, we’ve replaced their functionality and then beaten them to new features all within the year because of the ontology.”

[Ming @tslaming]

BREAKING 🚨 TESLA HAS PATENTED A "MATHEMATICAL CHEAT CODE" THAT FORCES CHEAP 8-BIT CHIPS TO RUN ELITE 32-BIT AI MODELS AND REWRITES THE RULES OF SILICON 🐳

How does a Tesla remember a stop sign it hasn’t seen for 30 seconds, or a humanoid robot maintain perfect balance while carrying a heavy, shifting box?

It comes down to Rotary Positional Encoding (RoPE)—the "GPS of the mind" that allows AI to understand its place in space and time by assigning a unique rotational angle to every piece of data.

Usually, this math is a hardware killer. To keep these angles from "drifting" into chaos, you need power-hungry, high-heat 32-bit processors (chips that calculate with extreme decimal-point precision).

But Tesla has engineered a way to cheat the laws of physics. Freshly revealed in patent US20260017019A1, Tesla’s "MIXED-PRECISION BRIDGE" is a mathematical translator that allows inexpensive, power-sipping 8-bit hardware (which usually handles only simple, rounded numbers) to perform elite 32-bit rotations without dropping a single coordinate.

This breakthrough is the secret "Silicon Bridge" that gives Optimus and FSD high-end intelligence without sacrificing a mile of range or melting their internal circuits. It effectively turns Tesla’s efficient "budget" hardware into a high-fidelity supercomputer on wheels.

📉 The problem: the high cost of precision

In the world of self-driving cars and humanoid robots, we are constantly fighting a war between precision and power. Modern AI models like Transformers rely on RoPE to help the AI understand where objects are in a sequence or a 3D space.

The catch is that these trigonometric functions (sines and cosines) usually require 32-bit floating-point math—imagine trying to calculate a flight path using 10 decimal places of accuracy.

If you try to cram that into the standard 8-bit multipliers (INT8) used for speed (which is like rounding everything to the nearest whole number), the errors pile up fast. The car effectively goes blind to fine details.

For a robot like Optimus, a tiny math error means losing its balance or miscalculating the distance to a fragile object. To bridge this gap without simply adding more expensive chips, Tesla had to fundamentally rethink how data travels through the silicon.

🛠️ Tesla's solution: the logarithmic shortcut & pre-computation

Tesla’s engineers realized they didn't need to force the whole pipeline to be high-precision. Instead, they designed the Mixed-Precision Bridge.

They take the crucial angles used for positioning and convert them into logarithms. Because the "dynamic range" of a logarithm is much smaller than the original number, it’s much easier to move that data through narrow 8-bit hardware without losing the "soul" of the information.

It’s a bit like dehydrating food for transport; it takes up less space and is easier to handle, but you can perfectly reconstitute it later.

Crucially, the patent reveals that the system doesn't calculate these logarithms on the fly every time. Instead, it retrieves pre-computed logarithmic values from a specialized "cheat sheet" (look-up storage) to save cycles.

By keeping the data in this "dehydrated" log-state, Tesla ensures that the precision doesn't "leak out" during the journey from the memory chips to the actual compute cores. However, keeping data in a log-state is only half the battle; the chip eventually needs to understand the real numbers again.

🏗️ The recovery architecture: rotation matrices & Horner’s method

When the 8-bit multiplier (the Multiplier-Accumulator or MAC) finishes its job, the data is still in a "dehydrated" logarithmic state. To bring it back to a real angle theta without a massive computational cost, Tesla’s high-precision ALU uses a Taylor-series expansion optimized via Horner’s Method.

This is a classic computer science trick where a complex equation (like an exponent) is broken down into a simple chain of multiplications and additions.

By running this in three specific stages—multiplying by constants like 1/3 and 1/2 at each step—Tesla can approximate the exact value of an angle with 32-bit accuracy while using a fraction of the clock cycles.

Once the angle is recovered, the high-precision logic generates a Rotation Matrix (a grid of sine and cosine values) that locks the data points into their correct 3D coordinates.

This computational efficiency is impressive, but Tesla didn't stop at just calculating faster; they also found a way to double the "highway speed" of the data itself.

🧩 The data concatenation: 8-bit inputs to 16-bit outputs

One of the most clever hardware "hacks" detailed in the patent is how Tesla manages to move 16-bit precision through an 8-bit bus. They use the MAC as a high-speed interleaver—effectively a "traffic cop" that merges two lanes of data.

It takes two 8-bit values (say, an X-coordinate and the first half of a logarithm) and multiplies one of them by a power of two to "left-shift" it.

This effectively glues them together into a single 16-bit word in the output register, allowing the low-precision domain to act as a high-speed packer for the high-precision ALU to "unpack".

This trick effectively doubles the bandwidth of the existing wiring on the chip without requiring a physical hardware redesign. With this high-speed data highway in place, the system can finally tackle one of the biggest challenges in autonomous AI: object permanence.

🧠 Long-context memory: remembering the stop sign

The ultimate goal of this high-precision math is to solve the "forgetting" problem. In previous versions of FSD, a car might see a stop sign, but if a truck blocked its view for 5 seconds, it might "forget" the sign existed.

Tesla uses a "long-context" window, allowing the AI to look back at data from 30 seconds ago or more.

However, as the "distance" in time increases, standard positional math usually drifts. Tesla's mixed-precision pipeline fixes this by maintaining high positional resolution, ensuring the AI knows exactly where that occluded stop sign is even after a long period of movement.

The RoPE rotations are so precise that the sign stays "pinned" to its 3D coordinate in the car's mental map. But remembering 30 seconds of high-fidelity video creates a massive storage bottleneck.

⚡ KV-cache optimization & paged attention: scaling memory

To make these 30-second memories usable in real-time without running out of RAM, Tesla optimizes the KV-cache (Key-Value Cache)—the AI's "working memory" scratchpad.

Tesla’s hardware handles this by storing the logarithm of the positions directly in the cache. This reduces the memory footprint by 50% or more, allowing Tesla to store twice as much "history" (up to 128k tokens) in the same amount of RAM.

Furthermore, Tesla utilizes Paged Attention—a trick borrowed from operating systems. Instead of reserving one massive, continuous block of memory (which is inefficient), it breaks memory into small "pages".

This allows the AI5 chip to dynamically allocate space only where it's needed, drastically increasing the number of objects (pedestrians, cars, signs) the car can track simultaneously without the system lagging.

Yet, even with infinite storage efficiency, the AI's attention mechanism has a flaw: it tends to crash when pushed beyond its training limits.

🔒 Pipeline integrity: the "read-only" safety lock

A subtle but critical detail in the patent is how Tesla protects this data. Once the transformed coordinates are generated, they are stored in a specific location that is read-accessible to downstream components but not write-accessible by them.

Furthermore, the high-precision ALU itself cannot read back from this location.

This one-way "airlock" prevents the system from accidentally overwriting its own past memories or creating feedback loops that could cause the AI to hallucinate. It ensures that the "truth" of the car's position flows in only one direction: forward, toward the decision-making engine.

🌀 Attention sinks: preventing memory overflow

Even with a lean KV-cache, a robot operating for hours can't remember everything forever. Tesla manages this using Attention Sink tokens.

Transformers tend to dump "excess" attention math onto the very first tokens of a sequence, so if Tesla simply used a "sliding window" that deleted old memories, the AI would lose these "sink" tokens and its brain would effectively crash.

Tesla's hardware is designed to "pin" these attention sinks permanently in the KV-cache. By keeping these mathematical anchors stable while the rest of the memory window slides forward, Tesla prevents the robot’s neural network from destabilizing during long, multi-hour work shifts.

While attention sinks stabilize the "memory", the "compute" side has its own inefficiencies—specifically, wasting power on empty space.

🌫️ Sparse tensors: cutting the compute fat

Tesla’s custom silicon doesn't just cheat with precision; it cheats with volume. In the real world, most of what a car or robot sees is "empty" space (like clear sky).

In AI math, these are represented as "zeros" in a Sparse Tensor (a data structure that ignores empty space). Standard chips waste power multiplying all those zeros, but Tesla’s newest architecture incorporates Native Sparse Acceleration.

The hardware uses a "coordinate-based" system where it only stores the non-zero values and their specific locations. The chip can then skip the "dead space" entirely and focus only on the data that matters—the actual cars and obstacles.

This hardware-level sparsity support effectively doubles the throughput of the AI5 chip while significantly lowering the energy consumed per operation.

🔊 The audio edge: Log-Sum-Exp for sirens

Tesla’s "Silicon Bridge" isn't just for vision—it's also why your Tesla is becoming a world-class listener. To navigate safely, an autonomous vehicle needs to identify emergency sirens and the sound of nearby collisions using a Log-Mel Spectrogram approach (a visual "heat map" of sound frequencies).

The patent details a specific Log-Sum-Exp (LSE) approximation technique to handle this. By staying in the logarithm domain, the system can handle the massive "dynamic range" of sound—from a faint hum to a piercing fire truck—using only 8-bit hardware without "clipping" the loud sounds or losing the quiet ones.

This allows the car to "hear" and categorize environmental sounds with 32-bit clarity. Of course, all this high-tech hardware is only as good as the brain that runs on it, which is why Tesla's training process is just as specialized.

🎓 Quantization-aware training: pre-adapting the brain

Finally, to make sure this "Mixed-Precision Bridge" works flawlessly, Tesla uses Quantization-Aware Training (QAT).

Instead of training the AI in a perfect 32-bit world and then "shrinking" it later—which typically causes the AI to become "drunk" and inaccurate—Tesla trains the model from day one to expect 8-bit limitations.

They simulate the rounding errors and "noise" of the hardware during the training phase, creating a neural network that is "pre-hardened". It’s like a pilot training in a flight simulator that perfectly mimics a storm; when they actually hit the real weather in the real world, the AI doesn’t "drift" or become inaccurate because it was born in that environment.

This extreme optimization opens the door to running Tesla's AI on devices far smaller than a car.

🚀 The strategic roadmap: from AI5 to ubiquitous edge AI

This patent is not just a "nice-to-have" optimization; it is the mathematical prerequisite for Tesla’s entire hardware roadmap. Without this "Mixed-Precision Bridge", the thermal and power equations for next-generation autonomy simply do not work.

It starts by unlocking the AI5 chip, which is projected to be 40x more powerful than current hardware. Raw power is useless if memory bandwidth acts as a bottleneck.

By compressing 32-bit rotational data into dense, log-space 8-bit packets, this patent effectively quadruples the effective bandwidth, allowing the chip to utilize its massive matrix-compute arrays without stalling.

This efficiency is critical for the chip's "half-reticle" design, which reduces silicon size to maximize manufacturing yield while maintaining supercomputer-level throughput.

This efficiency is even more critical for Tesla Optimus, where it is a matter of operational survival. The robot runs on a 2.3 kWh battery (roughly 1/30th of a Model 3 pack).

Standard 32-bit GPU compute would drain this capacity in under 4 hours, consuming 500W+ just for "thinking".

By offloading complex RoPE math to this hybrid logic, Tesla slashes the compute power budget to under 100W. This solves the "thermal wall", ensuring the robot can maintain balance and awareness for a full 8-hour work shift without overheating.

This stability directly enables the shift to End-to-End Neural Networks. The "Rotation Matrix" correction described in the patent prevents the mathematical "drift" that usually plagues long-context tracking.

This ensures that a stop sign seen 30 seconds ago remains "pinned" to its correct 3D coordinate in the World Model, rather than floating away due to rounding errors.

Finally, baking this math into the silicon secures Tesla's strategic independence. It decouples the company from NVIDIA’s CUDA ecosystem and enables a Dual-Foundry Strategy with both Samsung and TSMC to mitigate supply chain risks.

This creates a deliberate "oversupply" of compute, potentially turning its idle fleet and unsold chips into a distributed inference cloud that rivals AWS in efficiency.

But the roadmap goes further. Because this mixed-precision architecture slashes power consumption by orders of magnitude, it creates a blueprint for "Tesla AI on everything".

It opens the door to porting world-class vision models to hardware as small as a smart home hub or smartphone. This would allow tiny, cool-running chips to calculate 3D spatial positioning with zero latency—bringing supercomputer-level intelligence to the edge without ever sending private data to a massive cloud server.

[matt hillery @matthillery]

Good of JB to respond to this sarcastic post

[JetBlue @JetBlue]

We're sorry to hear this. The weather in the northeast has impacted some of our flights these past couple of days. We understand this isn't ideal; however, the safety of our customers and crewmembers on board is a top priority. If you'd like us to review the details further, please send us a DM with your full name, six-letter confirmation code, and date of birth.

[matt hillery @matthillery]

True

[a16z @a16z]

Marc Andreessen on product-market fit.

“You don’t have a business until you have a product that a lot of people want.”

“You can tell because the market’s pulling the product.”

“Until you have that, time spent building the business around the product is pointless.”

“Best case it’s gonna be a zombie.”

“When you have product-market fit, then you build a company around it.”

@pmarca with Business Insider in 2009: https://t.co/wTAsRM6XZI

[Chris Paxton @chris_j_paxton]

An autonomous @rivr_tech delivery robot being tested in Pittsburgh. Snow, ice, hills and stairs everywhere: it was genuinely feeling dangerous as a human to go outside at times. Really a great stress test for the robots.

[matt hillery @matthillery]

True. Simple is hard.

[a16z @a16z]

Ben Horowitz on how to be a great product manager:

[Jesse Peltan @JessePeltan]

Exports are only 20% of China's GDP.

The U.S. is 15% of that (3%).

The Chinese domestic market is way bigger than people realize.