'Tesla's Wedgy Electrode Patent (+2 other innovations)' Tesla published a patent application that solves several challenges for the dry electrode, tabless 4680 battery cell through the use of coatings, tapering the electrode, and electrode sleeves. That should help reduce cell defects during both the manufacturing and use phases of the battery cell, as well as present opportunities for increased energy density through thicker electrodes and higher silicon loadings. *Timestamps* 00:00 Introduction 01:08 Patent Details 02:02 Insulative Electrode Edge Coatings 03:52 Tapering the Active Electrode Material Coating 06:17 Electrode Sleeves 09:26 Summary
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The Limiting Factor retweeted
A while back we thought $TSLA had more near-term catalysts than $SPCX. Our thoughts have changed.
What are Rebellionaire's SpaceX vs Tesla Growth Expectations? SpaceX could be generating 1.5x Tesla's profits by Q1 2027, with 6x the revenue growth. And by Q1 2028, SpaceX could see ~600% profit growth. This is bull-case Tesla vs base-case SpaceX and it changes everything about the merger. The numbers shocked us. What do you think? *Timestamps* 0:00 Intro 1:10 Tesla Q1 2027 Bull Case 5:03 SpaceX Q1 2027 Projections 9:28 Tesla vs. SpaceX: The Problem 11:58 Wall Street's SpaceX Blind Spot 15:42 SemiAnalysis & 2028 Outlook 17:19 Changing Views on the Merger 21:21 Still Tesla Fans
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The Limiting Factor retweeted
What are Rebellionaire's SpaceX vs Tesla Growth Expectations? SpaceX could be generating 1.5x Tesla's profits by Q1 2027, with 6x the revenue growth. And by Q1 2028, SpaceX could see ~600% profit growth. This is bull-case Tesla vs base-case SpaceX and it changes everything about the merger. The numbers shocked us. What do you think? *Timestamps* 0:00 Intro 1:10 Tesla Q1 2027 Bull Case 5:03 SpaceX Q1 2027 Projections 9:28 Tesla vs. SpaceX: The Problem 11:58 Wall Street's SpaceX Blind Spot 15:42 SemiAnalysis & 2028 Outlook 17:19 Changing Views on the Merger 21:21 Still Tesla Fans
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Thank God it's about time!
EXCLUSIVE: The Trump administration is set to launch America.gov, a new AI-powered tool designed to be a "one-stop shop" for Americans navigating the federal government, replacing what officials describe as a maze of scattered agency websites. President Trump and Vice President Vance will unveil the platform Tuesday at an all-day event in Washington featuring Elon Musk, Nvidia CEO Jensen Huang, Blue Origin CEO Dave Limp, Secretary of State Marco Rubio, and Dr. Mehmet Oz. The event will also include panels on AI, energy, health, space, and agriculture. The tool was built by the National Design Studio, led by AirBnB cofounder Joe Gebbia — the first-ever Chief Design Officer of the United States — who told Fox News Digital the launch marks a "new chapter of usability for the country." Full story here foxnews.com/politics/trump-u…
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Eventually, I think I'm going to use some type of open source AI for my personal AI. There's too many restrictions on closed source, even Grok.
Jensen Huang: America Needs Open Source to Win AI... Because Open Source Lets Every American Win @JensenHuang: “In the last six months, $400B of venture funding went into AI-native companies. 80% of them use open models. If not for open models, how could they build their dream? Because their dream could be different. Obviously, it'll be different than the frontier labs' dreams. America has so many different ways to innovate. That's one of our core strengths. Great ideas just coming out of the fountain, and so open models enables that.” @friedberg: “Does it matter if the open models come from China or the US?” Jensen: “Probably the vast majority of the world's contribution to open source today is coming from China. They just have a lot more engineers. They contribute to open source today. We download Linux, we download Kubernetes, we download all the software. A lot of it has been touched by (the) Chinese, and once you download it, it's yours. We fork it, we improve it, we make it ours. And so when you download one of these Chinese models, it just happens to be made by some really great researchers in China, but it's now yours. If we want to win the AI race, it's not about a few technology companies winning the AI race. It's about every company in America, every industry, every researcher, every teacher, every student, every startup, everybody wins. Some of them will use closed models. A lot of them will use open models.” $NVDA ------------------------------ Thanks to our partners for making this possible! Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: research.socialcapital.com/a…
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Siiiiiick
Palmer Luckey predicts radar will soon shoot bullets out of the air with other bullets, the way the Trophy system kills RPGs "I'm a believer that on a not-too-distant time frame, you're going to be able to use radar to pick up bullets, generate a trajectory, and then shoot bullets out of the air with other bullets." "Like, that's a hard problem. That's a really hard problem. But, like, we're within the realm of doing it." "Are you familiar with the Trophy system? It's for land vehicles. It can go on originally tanks and armored vehicles. Now there's a version that can even go on Land Rovers and Humvees." "It basically is a disruptor where an incoming missile, like if someone fires an RPG-7 at a vehicle, it tracks it, tracks its trajectory, tracks its approach using a radar, and then when it gets about 10 meters away, fires an explosive shaped charge from the roof of the vehicle that slices the thing in half, blows it up, and then you just have a bunch of debris run into the vehicle."
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Data centers in space 🚀
Can our TPUs survive and operate in space? Well, we're going to find out. Project Suncatcher is hitching a ride aboard @SpaceX's Transporter-18 mission, testing a prototype satellite built in partnership with @planet One small step for TPUs....
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If SpaceX installs another 440,000 GPUs by the end of the year, that's roughly $72 billion per year in revenue. In terms of gigawatts, it's about 1 GW of compute. That's the minimum they want to install by the end of the year.
Replying to @minchoi
Colossus 1 is 150k H100, 50k H200 and 30k GB200. Colossus 2 is 110k GB200 and 440k GB300. Another 220k GB300 will be fully operational next week and another 220k in November. If we get lucky, yet another 220k GB300 by late December.
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😁🎯
Wow.. @DarioAmodei figured out a way to make @finkd one the most likable and logical executives in AI 😂🫡
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Beautiful
Unbelievable...!!! 😳
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😂🇺🇸
Trump pulled out the B-1 Lancer on Xi 🤣
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Holy hell, that's cool
HAPPENING NOW: THE USMC SHOW CHINA HOW IT IS DONE! @POTUS and Xi Xinpinng participating at the White Houses's MILITARY in review. The USMC putting on a remarkable display of might!
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The Golden Goose
Take an early look at the front page of The Wall Street Journal on.wsj.com/3VdLOsw
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Vertical integration for the win.
First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas
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For several years, I've been saying that artificial intelligence isn't smart enough to do my job at the level I can do. It's there now, it just takes a lot of massaging. Time to lean in.
After the past 24 hours intensely training an AI to make X posts, I'm now viewing everybody's posts through that lense. Everybody looks like an AI to me now 😂 The patterns are readily apparent. Either that, or every post is now being written by AI 😅
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After the past 24 hours intensely training an AI to make X posts, I'm now viewing everybody's posts through that lense. Everybody looks like an AI to me now 😂 The patterns are readily apparent. Either that, or every post is now being written by AI 😅
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'Tesla's Wedgy Electrode Patent (+2 other innovations)' Tesla published a patent application that solves several challenges for the dry electrode, tabless 4680 battery cell through the use of coatings, tapering the electrode, and electrode sleeves. That should help reduce cell defects during both the manufacturing and use phases of the battery cell, as well as present opportunities for increased energy density through thicker electrodes and higher silicon loadings. *Timestamps* 00:00 Introduction 01:08 Patent Details 02:02 Insulative Electrode Edge Coatings 03:52 Tapering the Active Electrode Material Coating 06:17 Electrode Sleeves 09:26 Summary
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Every organization must do this
BREAKING: SpaceXAI has just revealed how it is using Grok Bot to transform and scale its entire customer support operation. After Cursor joined SpaceXAI, support tickets increased by 175%. Despite that massive jump, the combined team has not hired anyone new. SpaceXAI says it might otherwise have needed 200 additional people. Here is what Grok Bot now does: • Pre-investigates every incoming support ticket • Checks the help center, customer logs and known issues • Connects with Plain, Linear and Datadog • Creates or updates engineering issues automatically • Reproduces technical problems and records videos for engineers • Uses knowledge from over 1 million customer interactions to match the team’s tone • Resolves 99% of refund requests without human intervention • Reprioritizes tickets and assigns them based on urgency • Alerts the team before response-time targets are missed • Detects possible incidents and monitors recurring reports and sentiment on X • Reviews work completed by both humans and other Grok Bots • Finds coaching opportunities and sends weekly quality reports to leadership • Reviews code changes and suggests updates to help-center articles • Flags conversations that go back and forth more than three times • Turns more than 20,000 pieces of customer feedback every day into clear product themes for engineers • Allows Grok Bots to coach other Grok Bots and fill gaps in their knowledge The cost is also much lower. Traditional AI support systems can charge $1 to $4 per resolved ticket. SpaceXAI says Grok Bot can bring that cost down to around $0.20 to $0.30 with minor optimization. Grok Bot is not simply replying to customers. It is working as a support agent, investigator, incident detector, quality reviewer, coach and data analyst at the same time. Full Blog Here x.ai/news/grok-bot-customer-…
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🤔
Hello computer, Find every Amazon purchase I ever made. Call the number of the manufacturer. Say you’re not satisfied. Request a refund. If they decline, threaten to leave a bad review. If they decline, find the CEO’s phone number and ask him for a refund. Now, repeat the same process for items I never even purchased and see if you can get them to send me money. If they ask for a recipient, generate an image of one and send that. Do not stop until you’ve collected $1 million in refunds.
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