Greg Wester

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Back in my day this is how we vibe coded. Side effect: we learned how to code

Sales team recruiting people

FY26 projection is how to interpret current run rate, though this is a shallow estimate if growth exceeds 50% or 100% in some periods

The jobs data has said there’s 4% unemployment for the last 28 years. The unemployed people just don’t count.

Imagine being worried about CO2

Agree. Most requests are not complicated and can route to something cheaper. The routers are going to be so important to manage agent cost

Disney is a more advanced robotics company than Tesla. Let that sink in

Wow I can take a driverless Tesla on NYE in SF again for the 9th year in a row!

They were ordered to use Phi to write them so they can get back to Teams meetings and not waste any time on IC work

He would agree he’s full of shit. It’s the highest form of satire.

If you grew up on Long Island, Tim’s humor is relatable.

5th year in a row of 1 million robotaxis and we have 10 cars deployed with safety operators in a factory town with no laws. Regulation is not the problem. It’s bad hardware, bad software, bad labels, failed training runs, and over 40 dead customers who believed a Tesla could drive itself.
Tick tock.

I’d put them about $250 million on revenues, $250 million in Anthropic or frontier bills (0 gross margin) and 250 people with 50 cranking out fine tuned models that can cut the frontier bill in half.

TSLA is supposed to be at a 50% CAGR. It’s down 20% on automotive growth. So it’s 46% off course. Those are the consumers who think the CEO is a Nazi. That’s how bad it is.

Anyone who has FSD purchased should get free rides on the Tesla Bozotaxi within 20 miles of their house. We paid for autonomy and got really good eye tracking software.

I am close to the action. What you want to know?

Greg's Ip's piece is a masterclass in economic writing, if you are concerned about potential fallout from the AI investing boom please read it

These Behind-the-Scenes Emails From Tesla Meekly Begging the State of California to Allow Its Horrible Robotaxis Are Unintentionally Hilarious Email exchanges between Tesla and California regulators examined by Politico reveal a comical discrepancy between what Elon Musk is saying his Robotaxi services can do, and what the automaker is actua...

"Email exchanges between Tesla & CA regulators obtained by Politico reveal a comical discrepancy between what Elon Musk is saying his Robotaxi services can do publicly, & what the automaker is actually telling authorities behind closed doors."

Try not to act shocked.

www.yahoo.com/news/article...

In before Elon claims this is illegal dumping

I mean, I’ll listen

AI is not a bandwagon. It’s dozens of warring tribes, cribbing each others research. It’s hard to find your tribe in this, mostly you get conscripted into one that opens the door for you.

large crowd around the stage out for pride in ann arbor. normally cars drive here but this is better! there’s a banner for summer streets when cars are banned thursday-sunday june-august. but it should be more!

the hottest club in town is main st when cars are banned

The Biden administration had wire and securities fraud charges in motion against Musk for doing this.

Elon Musk bought the election for Donald Trump because doing this, lying about the current and future capabilities of the vehicles he sells, is the foundation of his entire fortune.

On this, you mostly want to put GPU in 3 data centers in 3 US regions. Spreading it out is not what the customers want. Most of them need East and West and a 50/50 split. So, no new sites needed. Just larger sites.

It is amazing you achieved that on 80 watts!

Get the degree while you work full time and the economics work better

My seat on the airline is so crushed I do not believe it is a floatation device. Good thing I can tread water for 45 minutes