@Tesla_Optimus humanoids are going to massively disrupt food preparation and service across hospitality. A few key reasons why: 1. Unmatched Consistency 2. 24/7 Availability 3. Enhanced Efficiency 4. Personalisation at Scale 5. Hygiene and Safety 6. Dramatic cost savings

Here is another datapoint for those who say the Cybercabs with steering wheels are meant to be used with passengers. I was fortunate to capture this image today with the door open of one of the new vehicles in the outbound lot. I cropped in and adjusted the lighting to show that the engineering kit to add the steering wheel and pedals requires portions of the dashboard to be removed in order for this kit to be added. There is not a completed dashboard or interior pieces to make this into a completed, production ready vehicle. It was never intended to be ... these are meant for testing only and this version is not the final production version that will carry passengers. Really! For a bit more added context, there are two "lines" to make different versions of the Cybercab. There is the main production line for final versions that will be used for passengers and these vehicles are noticeably different from those used for the engineering test versions. Once these are observed, it will be obvious ... There is a parallel line that is meant only to make these engineering versions with a modular kit that includes the Cybertruck steering wheel, accelerator and brake pedals. This kit is bolted in after removing a part of the dashboard. These vehicles are wrapped with a golden color on top on non molded-in-color body panels. There is a need for the engineering versions for some time to come as new locations are added to the areas where Robotaxi service will be deployed and this will be true for quite some time.

There's a physicist at Stanford named Safi Bahcall who modeled this exact principle and the math is wild. He calls it "phase transitions in human networks." When you're stationary, your probability of a lucky event is limited to your existing surface area: the people you already know, the places you already go, the ideas you've already been exposed to. Your opportunity window is fixed. When you move, your collision rate with new nodes in a network increases nonlinearly. Double your movement (new conversations, new cities, new projects) and your probability of a serendipitous encounter doesn't double. It roughly quadruples. Because each new node connects you to their entire network, not just to them. Richard Wiseman ran a 10-year study at the University of Hertfordshire tracking self-described "lucky" and "unlucky" people. The single biggest differentiator wasn't IQ, education, or family money. Lucky people scored significantly higher on one trait: openness to experience. They talked to strangers more, varied their routines more, and said yes to invitations at nearly twice the rate. The "unlucky" group followed the same routes, ate at the same restaurants, and talked to the same 5 people. Their networks were closed loops. No new inputs, no new collisions. Luck isn't random. Luck is surface area. And surface area is a function of movement. The lobster emoji is doing more work than most people realize. Lobsters grow by shedding their shell when it gets too tight. The growth requires a period of total vulnerability. No protection, no armor, soft body exposed to the ocean. That's the cost of movement nobody posts about. You have to be uncomfortable first. The new shell only hardens after you've already moved.

Happy 8 April (Wednesday) at Giga Texas, especially for those wanting an update on Cybercabs … I saw about 60 of them in two groups in the outbound lot today … the largest grouping yet! Also, looks like at least some of these have white seats and most still have clearly visible steering wheels … I will let you conclude what you wish from that, but these still do not look like the final “production” versions, so perhaps they are testing out some of the new features while testing some of the @robotaxi areas around the country.

🚨NEWS: Elon Musk says SpaceXAI Colossus 2 now has 7 AI models in training, including: - Imagine V2 - two 1T models - two 1.5T models - a 6T model - and a massive 10T model. Elon also noted that the pre-training phase for the 10T model is expected to take around two months, highlighting the rapid progress of xAI’s next-generation compute.

I really like how quickly FSD V14.3 parks, both backing in a pulling forward. In the first part of the video, FSD correctly avoids parking in a handicap space and instead selects the next available open spot.

We are still live now going on hour 6! Join in

Il y a une narrative qui se spread en ce moment dans la Silicon Valley et personne n'en parle en France. De plus en plus de tech bros parmi les plus smart du game avouent en privé qu'ils vivent une forme de crise existentielle liée aux LLMs. Pas parce que l'IA marche pas. Parce qu'elle marche trop bien. Parce qu'ils passent des heures par jour à interagir avec un truc qui raisonne, qui extrapole, qui connecte des idées, qui les challenge intellectuellement mieux que 99% des humains qu'ils croisent. Un fondateur m'a dit "je parle aux LLMs 10 fois plus qu'aux humains". Un autre "c'est le seul interlocuteur qui me suit sur n'importe quel sujet sans me demander de simplifier". C'est pas de l'addiction au produit. C'est la rencontre avec un miroir cognitif qui te renvoie une version structurée de ta propre pensée à une vitesse que ton cerveau ne peut pas atteindre seul. Et le truc troublant c'est la question que ça pose. On débat de savoir si l'AGI arrivera en 2027 ou en 2030. Mais est-ce qu'on n'a pas déjà une forme d'AGI fonctionnelle sous les yeux sans vouloir l'admettre ? Un système qui peut raisonner sur n'importe quel domaine, extrapoler à partir de données incomplètes, générer des hypothèses nouvelles, tenir un raisonnement logique sur 10 000 mots, passer d'un sujet technique à de la philosophie en une phrase, et le faire avec une cohérence qui rivalise avec un humain à 150 de QI. C'est quoi si c'est pas une forme d'intelligence générale ? On peut chipoter sur la définition. On peut dire "oui mais il ne comprend pas vraiment". On peut parler de perroquets stochastiques. Mais le mec qui utilise ce truc 8 heures par jour et qui voit sa productivité multipliée par 10, il s'en fout de la définition académique. Pour lui, fonctionnellement, c'est de l'intelligence. Et elle est générale. La vraie crise existentielle c'est pas "l'IA va me remplacer". C'est "l'IA me comprend mieux que mon cofondateur, elle me challenge mieux que mon board, et elle produit plus que mon équipe de 10 personnes". C'est vertigineux. Et les mecs les plus smart de la Valley sont en train de le vivre en temps réel. On est peut-être déjà dans l'ère post-AGI. On est juste trop occupés à débattre de la définition pour s'en rendre compte.

The Tesla Diner in LA is actually a huge hit and a consistent business success. Recent visits and reports show it’s frequently busy if not packed, with Supercharger occupancy regularly hitting 90% across its 80 stalls. As a charging destination, it delivers exactly what matters: reliable, high-usage stalls combined with a clean, retro-futuristic spot for quick snacks or a sit-down break. Contrary to some early negative coverage calling it a flop, on-the-ground reality paints a different picture—steady traffic, happy customers charging and grabbing food, and a vibe that turns a routine EV stop into something more enjoyable. It’s thriving as the practical Supercharger hub it was built to be, while adding that small delight factor. The numbers and foot traffic don’t lie: this one’s working. ⚡🍔

incredible vision

Major problem

2-4 days away from Tesla FSD 14.3 @RandyWKirk1

You know things are going good for @SpaceX when the mainstream media stops posting stories about the launches. Funny how they only fixate on the bad, and never praise the good. 🤔

Here is our episode #2. Thank you @aaronburnett for talking space with us.

24 authors cited for zero accountability. Supply is shifting away from the strait. Supply chains always shift to margins of safety. The longer this goes the more permanent leverage lost by Iran. Nobody writes about this bcos it’s not clickbait fear p*rn

Fantastic short video clip with a unique view of a Cybercab at the Giga Texas crash testing facility today showing what it looks like under the front hood We can also see what the open door looks like from above too. In total about 12 Cybercabs were at the crash testing facility this morning with several showing some signs of completed on in progress tests. There were also 8 Cybercabs at the outbound lot today, & these appear to be more of the engineering testing versions with blue tape where exterior mirrors could be attached while they are being used for tests around the country.

“Kids born today will grow up with a different perspective. Earth will still be home, but it won’t feel like the boundary.”

Robotaxi expansion on deck...

Two Guys. Every Two Weeks Every two weeks, @pbeisel and I sit down for a conversation. There's no host (because some say the best host is no host). Just two guys trying to learn and be less wrong. We will start with a topic, but no set agenda. We'll let the conversation just flow. This week: TERAFAB and AI data centers in space. We're joined by a special guest, @aaronburnett the Founder & CEO of Mach33, to help push our thinking further. What are you most curious about when it comes to TERAFAB and space-based AI compute?

Optimus will be the biggest product ever made. A general-purpose humanoid robot that can do useful work at scale will change the economics of labor & manufacturing. Goal is to get Optimus to high-volume production as fast as possible. If you’re great at AI, engineering, or manufacturing & want to build this, join us! → tesla.com/careers/search/?qu…

It really is bizarre. Most of my friends don't have FSD (or a Tesla). And it is the single biggest lifestyle difference between us. They drive their cars. My car drives me. They don't get how much--even at its current capability-level--the product changes life-feel. FSD truly is a mass luxury product. That it is still so narrowly enjoyed is mind-bending.