AGI is invisible

[AGI is invisible @superdigua]

Economics is more like biology rather than physics.

Once you grasp this concept, many problems become easier to solve.

For example, do central banks’ interest rate adjustments and unbacked money printing (QE), as well as the establishment of the social welfare system, disrupt the market economy?

Floods are not caused by dams (or other interventions). Sure, the social security system has lowered the personal savings rate, but that alone isn’t enough to convince people to abolish the social welfare system.

The only way to make a system more robust is to add buffers at every stage. If possible, every individual should have bank savings and own property (and pay off any loans), and every company and country should have similar buffers. Critical components, such as government parties, hospitals, and the military, must have redundancy built in. Redundancy is the key to preventing a complete collapse.

The challenge, however, is how to punish those without sufficient bank savings—or, conversely, how to reward those with ample savings. And how can similar measures be applied to companies and governments?

Another example is the replacement of biological individuals or single cells. Female organisms don’t wait until the moment of death to produce the next generation—even in completely wild species, like sea turtles.

The economy works in a similar way. A business owner shouldn’t wait until the company goes bankrupt to shut it down. A better approach is to close it immediately when it becomes clear that recovery is unlikely.

What is money? Money is equivalent to blood in an organism.

Neither the Keynesian school nor the Austrian school has hit upon the key point.

Economists should delve deeper into biology.

😂

[Sawyer Merritt @SawyerMerritt]

SpaceX has just officially unveiled its AI1 satellite, the first generation of its AI satellite.

Overall Specs:
• 150 kW peak compute payload
• 120 kW average compute payload
• 70 kW per ton
• Compute provider interchangeable

Dimensions:
• Wingspan: 70 meters
• Deployed height: 20 meters

Thermal System:
• 110 m² deployable liquid radiator
• Redundant pumping loops
• Integrated micrometeoroid shielding
• Deployable liquid radiators

Solar Power System:
• 150 kW solar array
• 250 W/m²
• SpaceX-manufactured solar technology from Bastrop, Texas

Architecture:
• Centralized compute module
• Large deployable solar arrays
• Deployable liquid-radiator thermal management system
• AI-focused compute satellite design ("AI1 satellite")

Elon: "The AI satellite is much simpler than a Starlink satellite. The AI satellite is essentially a lot of solar cells, you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. The easier one to design for is the AI satellite. It's bigger. A lot of this is technology we've already made with the Starlink V3 satellites."

[AGI is invisible @superdigua]

@jackcoder0 UBI should work

[AGI is invisible @superdigua]

@ClareONeilMP Please lower the property price and the rent price, by increasing supply!

[AGI is invisible @superdigua]

@lidangzzz 这样比较不公正.

一百年前, 几乎所有人都严重营养不良, 所以鸡汤大补.

现在的问题是营养过剩, 所以鸡汤成了垃圾食品.

时代发生变化, 观念也要与时俱进. 😇

PS: 左图严重缺乏纤维, 所以, 仍然是垃圾食品.

[AGI is invisible @superdigua]

@millepun @elonmusk @xai I think token based AI rely on Nvidia GPU.
Tesla Dojo is for end to end data training, the next level of token based AI.

[AGI is invisible @superdigua]

@chuckcook Maybe rent one?

[AGI is invisible @superdigua]

First principles will upend the world.

Just as "Sapiens" says, religion, nation, justice, law, money, and so on are all collective fictions.

Once those fictions are shattered, what kind of new world will emerge?

And what surprises—and what terrors—might an AI grounded in first principles (for example, GROK 4) bring us?

[AGI is invisible @superdigua]

特朗普要求美联储把名义利率从 4.25% 降到 1.25%

美元要崩
美股要喷

😂

[The Kobeissi Letter @KobeissiLetter]

First, President Trump mentions that higher rates are costing the US more money on interest expense.

At a high level, this is true.

Annual interest expense on US debt has reached $1.2 TRILLION over the last 12 months.

The US is now paying $3.3 BILLION in interest per day.

[AGI is invisible @superdigua]

The continuous growth of U.S. government debt reflects public opinion:

People want the government to collect less tax and provide more welfare, while working less themselves and getting more money.

This is the general trend.

Elon Musk was right yesterday: Only rapid advances in automation and production technology can solve the debt problem.

This would allow the government to collect less tax and provide more welfare, while letting ordinary people work less and earn more.

[AGI is invisible @superdigua]

@brigrey1005 @WallStreetApes By the way, I think this $5T is neutral. Not that bad.

[AGI is invisible @superdigua]

@brigrey1005 @WallStreetApes This is common sense: Trump will use up all this extra $5T in the next 3 years.
Because, there is no reason for him to leave the money to the next president.

[AGI is invisible @superdigua]

@j32pmxr GROK: Roughly 20 km wide, it shows no cometary activity, suggesting it’s asteroid-like. Its high eccentricity (~6) confirms its interstellar origin.

[AGI is invisible @superdigua]

@WesternJournalX US Supreme Court should sue this US Judge.

[AGI is invisible @superdigua]

@SawyerMerritt 🤣

[AGI is invisible @superdigua]

@TCMesla >>Instead, it's FSD v13.3

I don't believe you.😂

[AGI is invisible @superdigua]

@TCMesla @wholemars @TeslaZoa @TeslaNewswire @zhongwen2005 明年q4实现商业化的目标并没有改变，因此供应商都应该普遍准备5w台机器人下其份额对应的产能。

https://t.co/lm1yZ55E65

[杰克船长宏观策略 @macrotradecn]

【ZX🤖】各位领导，回应一下市场关心的T坎单事件，由于最新的一次供应商会议就在美西时间昨天白天进行，我们凌晨才得到了最新的反馈，且我们和诸多供应商进行了反复信息对比，得到以下几条线索：

1.今年的订单节奏确有调整变化，这与机器人事业部负责人调整对于产品训练和设计细节有改动有关，现主管Ashok 是T自动驾驶FSD负责人，对于目前硬件及其匹配的模型训练效率并不满意，后续将在模型和对应硬件层面有所调整。

2.由于FSD在自动驾驶领域就使用了世界模型，因此我们推测Ashok有望引入世界模型的训练方法，但是对于训练样本的数量并没有放松，因此训练订单整体上不会有大幅下滑的可能性，主要还是下单节奏变化；另外我们推测整机标定不太可能改动，否则此前的视频数据及训练将大幅度失效，因此硬件层面更多是微调改动。

3.T采购和工程人员最新在采购会上表示今年的订单只是暂时delay，Q2订单正常交付，Q3及之后的订单可能减少也可能增加，但此事doesn't matter（原话），重要的是今年训练定型以便明年到后年开始放量；明年q4实现商业化的目标并没有改变，因此供应商都应该普遍准备5w台机器人下其份额对应的产能。

4.具体硬件层面，我们了解下来还是灵巧臂的内容改动大于关节模组，包括整体设计上的微调（此前一些厂房谍照图已有体现）和内部轻量化组件的调整，核心轻量化组件供应商正在进行寿命测试，今年就能获得订单。

5.#投资层面，我们还是强调机器人板块的长端定价逻辑，其估值贡献主要来自于中长期折现（逻辑细节参考我们具身智能机器人产业大报告），因此模型调整提升本质上是有利于长端机器人产品发展的，这个层面来看是利好；但短期订单数量变化和人员调整确实是情绪层面利空，不过诸多T链标的估值已相对合理，我们建议1）在出现明显调整的情况下积极买入抄底；2）继续加仓受益于产品改型的新进入厂商。

[AGI is invisible @superdigua]

@TCMesla @wholemars @TeslaZoa @TeslaNewswire @zhongwen2005 >>and the 2026 production target has been adjusted to 3,000 units

It's 2025.
2026 target is still 50000

[AGI is invisible @superdigua]

@TCMesla @wholemars @TeslaZoa @TeslaNewswire @zhongwen2005 She believes that she can represent everyone else. 🤣