_Harmony_

[Miss Jilianne @MissJilianne]

He paid for Unsupervised Full Self-Driving and still doesn’t have it.

There are over 400,000 of us, he’s not alone.

[Stonk King ((((🌕)))) @StonkKing4]

It's been TWELVE MONTHS

and $TSLA has autonomously delivered ... wait for it ...

ONE vehicle

🤡 apparently the 'first time' was the last time

[Electrek.co @ElectrekCo]

Slate Auto just put out hard numbers for its electric pickup: $24,950 starting price, 205 miles of range, and preorders open today, making it one of the cheapest new vehicles on sale in the US.

More 🔗 https://t.co/MRpLXZxpCH

[Ethan Mollick @emollick]

A fundamental problem with extending Codex/Cowork/Code to all knowledge work is that they remain very "software-brained" where the end result (the software) is what is important & that code serves as a source of truth.

For a lot of other knowledge work, the process is at least as important as the outcome. This includes researching what is known, an exploration of alternatives, failed efforts, prototype branches, experiments, etc. All of those things are valuable, so you cannot use the PowerPoint at the end the way you can use a codebase, nor is progress on a to-do list sufficient context post compaction. You work in learning loops, refining your perspectives as you go.

In some ways, this makes long-running models like Fable hard to use for deep knowledge work, since they are designed to deliver product to you in the end. You can prompt your way around this problem, but everything about the Codex and Code harnesses want you to be a software developer and you have to fight them. There is a real disconnect between how a manager or analyst thinks about problems and how the agentic software tools approach solving them. Addressing this is critical to breaking out of the coding niche for these tools.

[Automoto @Automoto415792]

Worth reading

[Alex Finn @AlexFinn]

I was wrong

I've been saying for months that open source AI models are 6 months behind frontier

They caught up. GLM 5.2 is as good as Opus 4.8

This changes everything. If you run GLM 5.2 locally no government can take it away. You become sovereign

And even if you run through APIs, its a fraction of the cost

The battlefield is different now. If open source is as good as frontier, and people have cheaper alternatives, governments can't be as quick to regulate. It will destroy the frontier AI labs

All of this is such a massive win for the people

If you are not paying attention to local models yet, you are making a tremendous mistake

[G Stockus @beatlesonbankin]

the new American capitalism polluted

[Commentator @Commuternyc]

Tesla (TSLA) pulled questionable levers to make Q1 2026 financials look good | Electrek Tesla cooked the books $tsla $tslaq https://t.co/O5QbGRbPcl

[Jason Smith - 上官杰文 @ShangguanJiewen]

@TheEconomist The Economist is dead set against young couples being able to afford new homes.

Fortunately, Chinese leadership doesn't take the Economist seriously.

They take the people's needs seriously.

[Barchart @Barchart]

Stock Market hits most expensive valuation in history, surpassing the Dot Com Bubble and the run-up to the Great Depression 🤯👀

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 SpaceX just pulled off the greatest financial engineering feat of the century. In about a week.

Here's everything that happened, in order:

– Folded xAI into a rocket company, turning "space logistics" into an "AI infrastructure" story overnight
– Priced the IPO at a flat $135. No book-building, no range. Take it or leave it
– Floated just 4% of the company. 556 million shares against 13 billion
– Raised $75 billion at a $1.77 trillion valuation, near 100x revenue
– Lobbied to get into major indices in ~15 trading days. Amazon took years. Forced buying, by law
– Handed an unusually large slice of the float to retail. Tiny supply, an army of buyers
– Watched the stock rocket past $200, up nearly 20% in a single session
– Saw ~46% of the entire float trade hands in one day
– Then announced a $60 billion all-stock buyout of Cursor, the AI coding tool
– Structured it so the higher the stock trades, the fewer shares it has to print to pay

A company losing $4 billion a quarter is now buying AI startups with paper it manufactured out of a 4% float.

The scarcity that pumped the stock now makes its shopping spree cheaper.

This isn't aerospace. It isn't even AI.

It's the finest financial engineering of the century, and it's only week one.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Oh, I forgot the best part.

Months before the IPO, SpaceX took $17.5 billion of old junk debt from xAI and X and parked it on its own balance sheet through a $20 billion bridge loan.

The terms? Repaid within six months of listing.

So part of the $75 billion that retail and index funds just handed over is already spoken for. Not for Mars. Not for rockets. To clear debts piling up at Elon's other companies.

You bought the rocket ship.

You're on the hook for the loans.

BEST. ENGINEERING. EVER.

[Fred Lambert @FredLambert]

Can we admit that I was right to call Tesla's Robotaxi launch a game of 'smoke and mirrors'?

A year into the program, we are basically back to 14 unsupervised vehicles in a geo-fenced area with teleoperation.

[_Harmony_ @Ringingsoftly]

@CestrianInc @RobertPBalan1 Perfect exemplary of Peak fraud on Wall Street!

[Jim Stewartson, Decelerationist 🇨🇦🇺🇦🇺🇸 @jimstewartson]

100% of this madness can be attributed to Elon’s psychological operations. His entire empire is illusion.

Tesla is worth about $40B
SpaceX is worth maybe $75B
In the real world, Elon’s worth ~$50B.

But he’s built a sci-fi personality cult.
It will be studied for generations.

[Power to the People ☭🕊 @ProudSocialist]

SpaceX is set to debut at a staggering $1.77 trillion valuation. It is the largest IPO the market has ever seen and will make Elon Musk the world’s first trillionaire.

But to make it happen Elon used his influence to get the rules changed so Index funds that hold millions of Americans’ retirement savings are forced to buy in.

That’s right. This IPO was engineered to make Elon Musk the world’s first trillionaire by risking your retirement savings.

You don’t hate capitalism enough. It’s all fake. It’s all a scam. It’s one giant pyramid scheme to funnel wealth to the ruling class off the backs of our labor and retirement savings.

[Ryzerth 🐲 @ryzerth]

Why are we letting these morons ruin LEO with even more *LITERAL* e-waste? This is again one of musk's moronic physics violating ideas like the hyperloop (remember it?) that won't go anywhere but he'll still somehow make billions from it at the cost of everyone else.

[Ryzerth 🐲 @ryzerth]

As someone who studied spacecraft design, this is the single dumbest thing I've ever read on here. Thread (1/x)

[Moonlit Monkey @MoonlitMonkey69]

@GaryMarcus Crazy thinking that Qwen, Minimax m3 are at most 10 points behind on aggregate benches like artificial analysis, but that much further ahead in bang for buck.

[Gary Marcus @GaryMarcus]

this won’t end well