I'd wager I'm following Tesla's supplier activity at least as closely as his entire time put together.
I get that he doesn't follow my work, and in light of that, can't know the lengths I go to provide high quality insights.
3-5 countries/yr, 20-25 states/yr, and none as a tourist. I'm in the weeds. I'm touring factories around the world, interviewing the lead engineers and CEOs.
The confidence with which I speak is hard earned.
In the age of super intelligence, the current standards of living will look medieval.
The problems that society worries about right now will be largely irrelevant. It’ll be the equivalent of current society worrying about the bubonic plague.
I’ve spent a few days thinking about the Tesla Roadster reveal and landed somewhere I haven’t seen much discussion. I’m neither a Tesla fanboy nor a Tesla hater. And I couldn’t care less whether what we saw technically qualifies as a flying car. Three takeaways: (1) The risk of that live demonstration going horribly wrong was real. Almost no CEO would willingly expose their company to that kind of public humiliation for a product with so little financial upside. Elon did. (2) That willingness to attempt the seemingly impossible is what makes Tesla special. It’s also arguably Elon’s greatest contribution to America. He’s helped bring back something we’ve lost. The American spirit of chasing big scary ideas that most people think are impossible. That mindset is spreading across a new generation of founders and its long term impact on America’s future could dwarf anything Tesla ever sells. I think this is deeply underappreciated. (3) Can we just acknowledge how insanely cool that moment was? We’ve reached a strange place culturally where even extraordinary feats of human ingenuity immediately become arguments about why they don’t count. Not everything needs to be a debate. Sometimes we should just be able to stand back together and marvel at what humans are capable of. I’ve been both bullish and critical of Tesla’s ambitions over the years. But watching Elon and his team push the boundaries of what’s possible reminds me why I’m glad we have him. Whether the Roadster ever makes Tesla a dollar or impacts $TSLA stock price is almost beside the point. We need more people willing to risk failure in pursuit of things the rest of us think are impossible. Because when they succeed we all win.
One of my bigger takeaways over the past 24 hours?
The alarming number of people who are genuinely miserable, hate their lives, desperately need to point the finger at anyone but themselves and are determined to pull everyone down into their personal hell with them
To all of you I'd like to say:
Elon, Tesla and SpaceX have precisely NOTHING to do with you being an ignorant, cynical loser
Last year I thought Threads was an existential risk to X.
When Meta puts its full weight behind something -- by injecting the app into Instagram, it’s DEFCON 5:
You have to squeeze out every last drop of growth from all available surfaces to save the app.
However, I started to realize that the opposite was happening:
It was strengthening X.
If you look at any announcement by Zuck, you will see the most rude & toxic comments on the internet.
But when he makes those same announcements on X, people are thrilled about how he’s pushing humanity forward. X is a place where people are excited about the future, so it’s no surprise he and his top lieutenants are using it more than their own app.
Threads — and Bluesky — have effectively quarantined some of the worst people on the internet.
And so I had an epiphany: those apps are X’s anti-abuse systems.
@GoingBallistic5@gigafactories Thanks! I missed that video, it was super interesting! 🍿🍿I imagine they'll end up combining the function of some tendons and use them to transport sensors data/power