Tesla and SpaceX over the next few months: • June 18: CRSP index inclusion for SpaceX. Triggers an estimated $4-7B in forced buying by passive funds. • June 18: FTSE Russell index inclusion for SpaceX. Triggers an estimated $6-9B in forced buying by passive funds. • June 26: MSCI index inclusion for SpaceX. Triggers an estimated $3-5B in forced buying by passive funds. • End of June: HW3 Tesla owners get FSD V14 Light. Expect possible delays. • July 2: Tesla Q2 vehicle and energy storage delivery report. • July 6: NASDAQ 100 index inclusion for SpaceX. Triggers an estimated $8-12B in forced buying by passive funds. • Late July: Tesla Q2 earnings call. • Early-mid August: SpaceX Q2 earnings call, their first earnings call as a public company. • 2 trading days after SpaceX's Q2 earnings released: 30% of eligible insider shares unlock (equates to 12% of all outstanding shares). NOTE: Since only about 40% of all outstanding shares are eligible for early release lockups, that 30% above equates to 12% of all outstanding shares. Elon's shares, board member shares, and some others, are subject to an extended lockup of 366 days. Together, the shares subject to these extended lockup restrictions represent 60% of SpaceX's outstanding shares. • August 21: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • September 10: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • September 25: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • September: Indexes rebalance. SpaceX will then have a higher weighting in those indexes due to an increase in the public float from insider shares being unlocked. Passive funds would likely need to purchase billions of dollars worth of additional shares to bring their holdings in line with the new index weight. • October 2: Tesla Q3 vehicle and energy storage delivery report. • October 12: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • October 26: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • Late October: Tesla Q3 earnings call. • Early-mid November: SpaceX Q3 earnings call. • 2 trading days after SpaceX's Q3 earnings released: 28% of eligible insider shares unlock (equates to 11.2% of all outstanding shares). • December 9: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • December: Indexes rebalance again. SpaceX will then have an even higher weighting in those indexes due to an increase in the public float from insider shares being unlocked. Passive funds would likely need to purchase billions of dollars worth of additional shares to bring their holdings in line with the new index weight. (The Cursor acquisition will likely affect these lockup percentages slightly)

It would require manufacturing solar panels & radiators on the Moon and launching them into deep space with a mass driver. Well before that, conventional money will no longer be relevant. Mass & energy will take the place of dollars.

Americans now spend 2x more time chatting with AI companions than using dating apps. And the gap is widening 🤯

Average U.S. lifespan is about 79 years. Average health span is closer to 64. That’s roughly a decade‑plus of life spent managing chronic illness and rising medical bills.  This is why my goal is to help people across the world live healthy lives.

AI for helping crack a health mystery. So many stories like this, and a clear motivation to be excited about AI:

Adults with ADHD report more hyperfocus, creativity, humor, and spontaneity as personal strengths. Knowing and utilizing these strengths better predicted wellbeing, quality of life, and fewer mental health symptoms.

AI will achieve Stockfish-level coding and generalized computer use

It is humbling to consider that if we harness just 1 millionth of the Sun’s power for AI, that will be much more than a million times the intelligence of all of humanity

great ux makes such a difference

Wait til the haters see how fast Elon makes his second Trillion

I hope you have a great day. That you’ll be gentle on yourself. Kind to others. Sympathetic to their pain. Encouraging of their aspirations.

A 90-minute nap with deep sleep and REM rivaled a full night of 8-hour sleep for visual skill learning. The afternoon nap may be one of the most underrated performance tools we have.

New pod: INSIDE THE MOST MIRACULOUS MONTH OF MEDICAL BREAKTHROUGHS IN ... YEARS? DECADES? The two leading causes of death in America are heart disease and cancer. Nothing else comes close. And in the last 4 weeks, we've gotten sensational news on unprecedented therapies that fight (even "cure") cardiovascular disease and take on previously "undruggable" cancers I went deep with @matthewherper on: - why the latest GLP1, retatrutide, works so well - is ~everybody is going to be taking low-dose GLP1s in the next 10-20 years because of the side-effect profile? - new evidence that GLP1s might significantly reduce some cancers - daraxonrasib, the miraculous new pancreatic cancer vaccine, and why it seems to do the impossible - promising, if experimental, new results for a one-and-done gene therapy to wipe out vast swaths of heart disease risk - where is AI in all of this? youtube.com/watch?v=Hwq6XM6o…

Do folks in @GoogleDeepMind use Gemini for coding or Claude models ?

i made a website that simulates chromesthesia, turning music into brush strokes

After 4 yrs at Google (Firebase & Gemini CLI), today I'm ready to announce what's next Member of Technical Staff, Google AI Studio, reporting to @OfficialLoganK Never thought I'd end up here friends... but work hard, be kind & find people who lift you up 🙏 Now, back to work

Annual The Ocean Cleanup Beach Day with the team. Love this group of people 💙

The scale of what is to come has no precedent

For medical information, general AI frontier models (Google, OpenAI, Anthropic) outperformed specialized @EvidenceOpen and @UpToDate as assessed by 12 US clinicians, randomized and blinded to which model and extensive testing/benchmarks. This was not anticipated. @NatureMedicine nature.com/articles/s41591-0…