loandbehold

"No moat" are you serious? It took SpaceX 20 years to develop reusable rocket launch tech they have and everyone else who is working on it is decade behind. Falcon Heavy per kg cost to LEO is 25 times lower than what SLS can provide. Freaking 25 times!

Government contract is not a subsidy. It's a payment for a product or service provided to the government. Examples of subsidies are section 8 housing or USDA PLC. SpaceX providing launch services to the government is nothing like that.

You don't need to retrain model from scratch to add small of additional knowledge like recent events.

He implies $400 billion in revenue by the end of 2029 is unrealistic when in fact it's very doable if you look at the trajectory of this technology since ChatGPT 4.0 launch. Google and Meta bring in around $500 billion in ad revenue between two of them annually. ChatGPT will easily bring 100s of billions in ad revenue if fully monetized given 1. it has billion weekly active users 2. ChatGPT conversation provides even better context for ad targeting vs search or social media. Enterprise AI revenue is going through the roof already, and with computer use companies will literally be able to fire large percentage of white collar workers and replace them with AI agent without updating their software infra.

the only "eclipse" in sun-synchronous orbit is when moon is between the satellite and the sun, which is very rare and lasts less than a minute.

> It still needs power, you’re most likely going to do it with solar if you’re on earth orbit but that isn’t free and you will have periods of no sunlight so a significant amount of batteries will be needed.

SpaceX will be putting them in sun-synchronous orbit, meaning always sunlight.

Anthropic is paying xAI, not other way around.

This is pretty much what underlies AI doomer argument of people like EY. Humans will gradually hand over civilization to black box AI they can't understand. As AI becomes more complex and powerful it will be harder and harder to control.

Sounds like increasing capabilities of LLMs over last 5 years proved her 2021 paper wrong but instead of admitting that she had been wrong she's trying to change/reinterpret what she wrote in 2021.

Researches at top AI labs don't consider EY to be a kook even though they may not necessarily agree. EY concepts/terminology appear in Anthropic safety papers. Geoffrey Hinton takes him quite seriously and mentions him in his interviews.

Watch WhistlinDiesel cybertruck video.

You need to separate training and inference usage of GPUs for this analysis.

You can ask same question about any decision that outlasts you. E.g. why write a will for your children?

Knowledge is a distilled experience.

Yes I do in fact use FSD with my children in the car.

Mercedes system was pretty useless because you could only use it in very limited conditions (specific freeways, only following another car). Nobody wants to pay $200/month to use it for 5% of their driving. Tesla FSD drives for you end-to-end.

They are behind Waymo but they are getting there. They started giving fully autonomous drives since last month without safety driver in Austin. Tesla chose a harder camera-only approach but it's more scalable once it works.

I'm using FSD for 100% of my driving and only need to intervene maybe once a week. It's usually because the car is not confident of too slow, not because it's doing something dangerous. Two years ago it was very different where almost every trip I needed to intervene to avoid crash. The progress they have made is truly amazing.

The guy has a long history of building popular products, long before vibe coding became possible. He is certainly good at writing code manually as well.

I read somewhere about people using 3D printers to make vinyl records.

I have many friends who own houses built in the last 10 to 30 years ago. None of them have any issues with mold.

In places like Boston there are many 100+ years old stick frame houses. They hold up just fine. Properly built wooden houses don't get any mold.

There absolutely was. Maxim Gorky wrote about it in his autobiography.

There was a time people used think the same about books.

Coding agents as of Jan 2026 are great at what 95% of software engineers do. For remaining 5% that do really novel stuff -- the agents will get there in a few years.