Hans C Nelson 🗽
@HansCNelson • 19,934 subscribers
Wrestling with: Jesus my flaws the beauty & tragedy of humanity engineering & technology
Videos
.tobi lutke talks about the inspiration he takes from SpaceX’s Raptor engine. “That company itself, I think it’s the most impressive company on planet earth by far. It will likely go down as the most consequential company of the age.” "Things need to be pruned. You cannot make things better and better by adding stuff." "You must rebuild. You must create an end for things." "Failure is never a problem unless it is catastrophic." "Every one of those pipes was incorrect. It didn't need to be there." "You need to prune and sometimes you can prune by like creating a refounding event." Link to full the full podcast w/ Shane Parrish below 👇
Hans C Nelson 🗽71,825 views • 2 days ago
Mark Zuckerberg is on an absolute tear lately, and it remnids me of this George Hotz 🌑 clip from the Lex Fridman podcast. Mark Zuckerberg "has the button." And Meta is "default alive" (h/t Paul Graham) because of it. Huge props on the release of Muse and a whole lineaup of exciting hardware. P.S. You could swap out Apple for Google in this clip just as easily. Cook didn't "have the button." Neither does Ternus.
Hans C Nelson 🗽38,463 views • 2 days ago
Google's recent Gemini 3 release has shocked the world with undeniable proof that the TPU is a powerhouse AI chip, leaving many to wonder what lays in store for companies like NVIDIA & xAI. Listen to Gavin Baker lay out the exact strategy that Jensen Huang & Elon Musk are going to roll out over the next 12 months to beat Google at AI. The world is in for a HUGE surprise. ---------- We'll see the first models trained on Blackwell in early 2026. I think the first Blackwell model will come from XAI. And the reason for that is just, according to Jensen, no one builds data centers faster than Elon. Jensen has said this on the record. ... So if you're Jensen or Nvidia, you need to get as many GPUs deployed in one data center as fast as possible in a coherent cluster so you can work out the bugs. And so this is what X AI effectively does for Nvidia because they build the data centers the fastest. They can deploy Blackwells that scale the fastest, and they can help work with Nvidia to work out the bugs for everyone else. So because they're the fastest, they will, they'll have the first Blackwell model. ... We know that these Blackwell models are gonna be really good. ... Then something even more important happens. So the GB 200 was really, really, it was really hard to get it going. The GB 300 is a great chip. It is drop in compatible in every way with those GB 200 racks. Now you're not gonna replace the GB 200s there. Just any data center that can handle those, you can slot in the GB 300s, and now everybody's good at making those racks and you know how to get the heat out. You know how to cool them. You're gonna put those GB 300s in and then the companies that use the GB 300s, they're going to be the low cost producer of tokens. Particularly if you're vertically integrated. If you're paying a margin to someone else to make those tokens, you're probably not gonna be. I think this has pretty profound implications because I think it has to change Google's strategic calculus. ---------- Listen to the full conversation between Gavin & Patrick OShaughnessy below 👇
Hans C Nelson 🗽5,010,816 views • 9 months ago
Had my first LOOONG road trip experience on V14 over the past week. It drove over 99.9% of all the miles for the whole trip. Holy smokes. It was so good! I don't care how fast an ICE car can fuel up. I NEVER want to drive that far without Tesla FSD again.
Hans C Nelson 🗽3,221,955 views • 9 months ago
Tesla Investors Are Furious, SpaceX Is Surging, and Merger Madness w/ Farzad 🇺🇸 🇮🇷 00:00 Intro 02:07 Tesla Investors are Pissed 07:03 Tesla's Comms and Optimus Silence 08:45 Merger Madness 13:07 Tesla vs SpaceX Allocations 16:32 Compute Race and NVIDIA 23:53 Why xAI Lives in SpaceX 30:33 Physical AI Bottlenecks 36:03 Robotaxi Timeline and Merger Premium 39:50 FSD Progress vs Regulation 42:39 Steering Wheels & Pedals, Logistics, & Waymo 47:17 Starship Moat Explained 50:18 Compute Data Centers Gold Rush 51:43 Premium Tokens and Frontier Value 55:43 CapEx Shock and Financing 59:54 Grok Vertical Integration Thesis 01:05:30 Does Intelligence Commoditize 01:10:00 Scaling Limits and Power Constraints 01:14:46 Starlink Connectivity Expansion 01:23:26 Terrafab and Chip Bottlenecks 01:26:08 Free Electron Lasers Breakthrough 01:30:05 AI Disruption and Universal Ownership 01:32:20 Wrap Up & Next Episodes $TSLA $SPCX
Hans C Nelson 🗽41,062 views • 1 month ago
In a world where FSD v14 exists, why is the take rate SO RIDICULOUSLY LOW? And why is the utilization rate low too, even for Tesla drivers who've paid for it? Here's one reason that no one is talking about: "You never get a second chance at a first impression," and Adaptive Cruise Control & Autosteer SUCK. They scare the 💩 out of people w/ phantom braking & poor perception all the time. Listen to this clip of Jason Cammisa & Derek Tam-Scott discussing the dramatic differences in how good FSD is compared to how horrendously awful Adaptive Cruise Control is (and Autosteer isn't much better, tbh). Now remember, these are the first (and many times only) impression that MOST Tesla drivers get of how well a Tesla can drive itself. If Adaptive Cruise scares them, why should they ever even try FSD? Won't that just give the dumb ass car even more opportunity to scare / kill them? If you're in the Tesla bubble like me, you know that FSD actually fixes all those nasty little quirks instead of amplifying them. But how are all the normie drivers who've never seen a video of a Whole Mars Catalog drive supposed to know that? I get that Adaptive Cruise & Autosteer don't drive revenue, that they're based on old versions of the tech, and that it's hard to prioritize updating them while FSD & Robotaxi are right on the cusp of getting to unsupervised, but if Tesla_AI wants to improve the take rate of FSD, they need to fix the user experience for these lower levels of ADAS ASAP. Elon Musk Ashok Elluswamy Yun-Ta Tsai Dhaval Shroff etc.
Hans C Nelson 🗽42,411 views • 9 months ago
Elon Musk Proves Neil deGrasse Tyson Wrong Thanks to @davidcarbutt_ and your team for the edit.
Hans C Nelson 🗽16,922 views • 10 months ago
We are ready for Robotaxi Launch! Tesla Owners Silicon Valley Tesla
Hans C Nelson 🗽16,667 views • 1 year ago