psybervenator

[Nick St. Pierre @nickfloats]

What Midjourney is:

- No investors, fully community-funded research lab
- Revenue from image generation product funds all R&D
- ~$100M in first 9 months, $200M by month 12, still growing
- 8 active projects: 4 hardware, 4 software
----2 hardware products coming to market soon (consumer-purchasable)
----2 are large-scale machines

DAVID HOLZ: Background and Philosophy
- Grew up in Florida, parents in medicine, dad had a dental office on a sailboat
- Physics and math background: drawn to the tension between predicting reality vs. absolute truth
- Core thesis: the interaction between humans and technology is the biggest limitation, not compute power
- Founded Leap Motion at 22: $10M in pre-orders in 48 hours from a website (not Kickstarter)
- Built hand-tracking VR: 600M-parameter mixture-of-experts model, 2015, CPU cluster, pre-TensorFlow
- Also shipped Northstar, an open-source AR headset

- Left Leap Motion wanting a “home,” not a 100x return
- Mentor Bill Warner told him he could bootstrap; he listened this time
- Started Midjourney with ~$200K, called Google for 10,000 GPUs on trust alone

THE SCANNER: Full Body Ultrasonic CT
- First new whole-body medical imaging modality in ~50 years
- Concept: “as powerful as an MRI, as casual as a trip to the spa”
- No radiation, no magnets, no x-rays; safe for unlimited scans

How it works:
- 40 rings, each with 8,960 transducers (200 microns wide), totaling 358,000 elements
- Fires ultrasonic waves at 100M times/second; sound travels through water at 1,481 m/s
- Sensors resolve motion down to picometers (sub-atomic range)
- Captures 17 GB/second of raw data; 806 TB per full scan reconstruction
- 21 on-site servers, 2 petaflops of compute
- Patient lowers into water at 4 cm/second; ~60 seconds for several hundred body slices
- Produces sub-millimeter 3D maps of internal tissue

Already outperforming MRI in some tissue boundary and muscle fiber detail on DAY ONE.

10x cheaper and 60x faster than MRI machines; scan cost effectively near zero.

Gen 2 scanner planned by end of 2026; Gen 3 will use custom silicon.

SCANNER vs. MRI: Key Differences
- MRI: 60-minute tube, loud, requires sedation for children, expensive, radiation-adjacent.
- This scanner: water immersion, 30-60 seconds, no sedation, no radiation, repeatable daily.
- Current limitation: not yet FDA-cleared beyond body composition; no AI layer yet applied.
- Already better than MRI in certain muscle/fiber/vein boundary resolution at day one

THE MIDJOURNEY SPA:
- First location: Union Square, San Francisco
- 25,000 sq ft, 4 floors
- Amenities: hot tubs, saunas, cold plunges, European spa features, gym
- 9-10 full scanners on-site
- Goal: open by end of 2027

Target:
- 50,000 scanners globally, capable of 1 billion scans/month
- 5,000 spa locations needed at ~10 scanners each
- Estimated $20B capex to scale; Midjourney self-funds the first location
- Payback period modeled at ~6 months per location

ROADMAP & REGULATORY PATH:
- FDA discussions already started; body composition on a clear path
- Ascending approval ladder planned:Body composition (near-term, easy)
- Sharing data with physicians
- Doppler / blood flow imaging
- Pregnancy / fetal imaging (ultrasound already approved; this is a natural extension)
- Therapeutic applications (tendon/muscle healing, eventually incisionless surgery)

AI not yet applied to imaging; planned as a layer once data volume grows

LONG-TERM VISION:
- Flag anomalies automatically, substitute some blood tests, enable daily health tracking

PRICING:
- No firm numbers yet; likely spa memberships plus walk-in and scan-only tiers; cost of scan itself is near zero
- Data analysis: day one is body composition only; physician sharing gated on FDA progression
- Form factors: current design is throughput-optimized (up/down elevator); bathtub and gym-sized variants possible later
- Blood test substitution: sub-millimeter daily differentials with AI may eventually replace some tests; acknowledged as frontier science
- Cancer destruction via focused ultrasound: technically possible, not on near-term roadmap

NEXT STEPS:
- Sign up for Midjourney Medical email list for research trial scan invitations
- Visit https://t.co/mWHl3Bj5WC for jobs and updates (page now live)

Gen 2 scanner presentation planned before end of 2026

More secret projects to be announced soon.

[Bradford Ferguson @bradsferguson]

It’s the Dawn of Robotaxi and the Eve of Optimus and… NO! What’d you do?

Come on now. That is aggressive Grant! How can you do that?

[psybervenator @psybervenator]

@LinkN01 @grantbelden https://t.co/tM5L36IkUp

[Quinten | 048.eth @QuintenFrancois]

Only ~5% of SpaceX stock is floating right now

~95% $SPCX is still locked

Most don’t realize bearish pressure often comes later, when insiders finally get liquidity

Unlock schedule below ⬇️

[psybervenator @psybervenator]

@LinkN01 @OverlyTrev You should never have changed your username!😁

[Alexander Kristensen @LinkN01]

https://t.co/SLy1we7ad0

[grant @grantbelden]

Get in losers, we’re going to the moon

https://t.co/sZgALHknM4

[Bitmynt @bitmynt]

Bitmynt stengjer.

Då eg starta med veksling i 2010 var det ingen regulering og Bitcoin vart av dei fleste sett på som leikepengar på nett.

Sidan har det vore ein lang kamp, spesielt mot bankar. I 2018 kom ny kvitvaskingslov. Det vart mykje meir jobb, men ikkje urimleg. 1/7

[psybervenator @psybervenator]

@DoctorJack16

[Branden Flasch @brandenflasch]

I have no idea how this only has ~8k views - a fantastic tour of @RedwoodMat battery recycling with @jbstraubel (getting around in an F150 Lightning!) https://t.co/0LYqfcAttk

[Zack @BLKMDL3]

200 miles and 48 hours with FSD v14.3.4, here are more of my thoughts/review:

It’s a fantastic build- the step forward in this build is extremely noticeable.

UI changes- these are fantastic! Like I said before these bring a more Robotaxi-like experience and love the additional detail and selection. When approaching a destination it tells me how it’ll park which is good because when I go home I switch between either driveway or street. New waypoint option is way easier and better to use. These are all great additions from the UI team, to those who added these, bravo!

Highway performance- this version is excellent on the highway. Mad Max is so dialed in now and definitely got awoken again, but it’s not overly aggressive and all its lane changes are well thought out. v14.3.4 handles motorcycles lane splitting extremely well, gives them tons of room which they appreciate.

Parking- definitely have seen an improvement in parking with this build, a few things stand out here. It seems to be finding spots in lots a bit quicker and not looping as much as before. The other thing I’ve noticed is it doesn’t back up or pull in as far as v14.3.3 did, always a couple inches less than before. I now realize this is a good thing as some said previous build went too far. Also, the “Pull Over” option has been great- pulling up at better/smarter locations than the previous curbside option. Didn’t expect a change there besides the name, but seems there is.

Navigation- I feel like there’s been some tweaks to how it handles some routes. I’ve seen a change or two to my normal driving routes, especially in this one parking lot it would always take a different way for at least a year or two now and now it takes the shorter (and much better!!) way. Saw a couple others mention they may have seen a change, and I think I do as well- very promising to see.

The nag- I see most people saying theirs feels relaxed, mine does at times too but at other times way more sensitive than before. Very quick to turn off “hands free” so hoping it gets more relaxed.

Standard speed profile seems a bit more assertive than before which is awesome! It won’t sit behind people for too long, and it gets around them. It’s the perfect balance of not staying behind slow traffic without too many lane changes.

The streak feature is good too, love the new confetti I saw at 100 miles. Currently at 160 mile streak on FSD, which is almost all of my driving in the Y since the update, the other miles I did in my ‘25 3 so far. This update is also not too sensitive around pedestrians and gives them room and not overly sensitive.

I’ve seen so many people online talk very highly of this update and I agree. Haven’t had a disengagement yet and it’s phenomenal.

Overall, this update rocks. Keeps impressing me each drive. Well done @Tesla_AI, y’all are the best!

[Thomas Hornall @Thomashornall]

My article on the Norwegian food system was #1 most-read on Aftenposten as of this morning.

Reaction across platforms:

Facebook: 2.1k likes; 310 comments, 202 shares
Instagram: 3.9k likes; 48 comments
X: 29 comments, 61 reposts, 97 bookmarks
Aftenposten: 110 comments
___

Claude sentiment analysis across all comments and replies to those comments across all platforms

~75% full agreement — "finally someone said it,"
"A thousand thanks for the best piece I've ever read about exactly this topic. Write more! We need a radical change."

~10% agree but blame Norwegian consumers — "we only care about price," "Grandiosa and tacos is what people want"

~10% structural debate — tariffs, EU membership, which political side is responsible, vertical integration, store density

~3% mild pushback — "Norway has higher wages," "UK isn't better,"

~2% actual disagreement — a handful of people, no substantive arguments "go back where you came from"; "stooge" and "exaggerated nonsense"

Nobody — across any platform — disputed the core observation that Norwegian grocery stores offer narrow, repetitive, expensive, heavily processed selection controlled by three retail empires.

[Matt Smith @nerdalert]

I agree with Amy’s second bullet that a merger creates more upside. I’m for a merger in theory.

However the point Bradford is trying to make is that it matters a lot what the exchange ratio is. My strong sense is that Tesla is close to an inflection point in profitability, and if that happens I’d expect the stock to revalue upwards significantly. SpaceX is also undervalued according to our valuation model, but not nearly as much as Tesla.

So my view is that a hypothetical combination of the two companies at their current valuations would be less favorable than waiting a bit for Tesla’s valuation to move.

The main point Bradford and I want $TSLA shareholders to consider is that it makes a huge difference to their upside if $TSLA shareholders get ~40% of the combined entity (that’s what the math would be today) vs. waiting a bit and potentially having 60% or 75%+.

This exchange ratio matters a lot, even if we think there is still upside at the current level.

I mean just imagine if the companies had combined in 2021; Tesla shareholders would’ve had >90% of the combined company! It would clearly have been more advantageous for us to do a deal at those economics than at what could be contemplated today.

My view is that Tesla has more significant near term valuation catalysts than SpaceX, and I strongly suspect Tesla investors could get a better deal by waiting for the relative valuations to adjust.

I’ll happily stick up for current $TSLA holders by pointing this nuance out, even if it means being labeled as a FUD-spreader by some.

[Andrej Karpathy @karpathy]

In awe of SpaceX and its story - past, present and the future. You can think about it in 10+ different ways and continue re-blowing your mind in circles. Huge congrats to the team! 🚀

[Redwood Materials @RedwoodMat]

The future of energy isn't just about making new things, it's about getting more out of what we've already built.

Redwood's Chief Commercial officer, Cal Lankton sat down with @live_munro and @arocha_jordan to talk second-life batteries, grid resilience, and 7.2 MWh of repurposed @GM packs in action.

[Rob Maurer @robmaurer]

The metric I keep coming back to for SpaceX is $/Mbps to orbit

Starlink exists because Falcon 9 dropped bandwidth deployment costs ~10x to ~$6.55/Mbps. That’s about to drop again to just $0.30/Mbps because of Starship.

A business that is doubling users annually with a 63% adjusted EBITDA margin is about to cut their biggest cost by 95%… It really seems like people don't understand the implications of this.

The math assumes a reusable Falcon 9 launch is 17 tonnes at $1,000/kg and 2,600 Gbps per launch. Starship is targeting 100 tonnes at under $185/kg and 61,000 Gbps per launch. That's $17M for 2,600 Gbps ($6.55/Mbps) verse $18.5M for 61,000 Gbps ($0.30/Mbps).

Starship's additional volume allows for larger satellites, enabling simultaneous gains on multiple cost curves. The math suggests V3 satellites are ~600 Mbps/kg vs ~150 Mbps/kg from V2 mini.

Combining the 4x improvement on satellite bandwidth density with a 5x improvement in launch gets you the 20x improvement to 30 cents per Mbps to orbit.

These are fairly conservative assumptions because launch probably comes in even lower as Starship ramps, and satellite improvements probably keep coming. At $0.10 / Mbps, $1 billion spend on launch represents 10,000 Tbps or about 15x the bandwidth of Starlink's constellation today.

$1B is 90 days of operating income for Starlink... at it's current scale...

Yeah, I really don't think people are getting this. Starlink is the internet now.

[Kees Roelandschap @KRoelandschap]

Word is out!

FSD (Supervised) is now officially approved in Belgium 🇧🇪

🚀

[psybervenator @psybervenator]

@LinkN01 @TheCaptainEli Haha, two seconds after my post I hear his voice ^^

[psybervenator @psybervenator]

@LinkN01 Best space ever, thank god @TheCaptainEli isn't here today 😅😂

[psybervenator @psybervenator]

@teslaeurope Hva i rødgrød med fløde?!! 🥳

[Tesla Europe, Middle East & Africa @teslaeurope]

FSD Supervised now approved in Denmark 🇩🇰

Rollout will begin soon