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CNBC has interesting vid on Waymo’s new autonomous EV minivan (Ojai). Original Jaguar I-PACE fleet costs $200k per vehicle to adapt for autonomy. Ojai purpose-built with Chinese EV firm Zeekr and each one costs at least half as much ($75k-$100k), even after tariffs. Despite having 42% fewer sensors on...

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Bearly AI

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61,020 views • 14 days ago •via X (Twitter)

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Waymo is rolling out a new autonomous EV minivan (Ojai). The current fleet costs $200k per vehicle to adapt a Jaguar I-PACE. Ojai is purpose-built with Chinese EV firm Zeekr and each vehicle costs at least half as much ($75k-$100k), even after tariffs. Despite having 42% fewer sensors on Ojai (13 cameras/4 Lidars) vs. Jaguar I-PACE (29 cameras/5 Lidars), Ojai performs better because it’s designed from ground up. Ojai also more mass-manufacturer friendly (read: cheaper parts) compared to more luxury Jaguar. Waymo plans to have 1,000 Ojai on roads by year end (100 out right now testing in LA, SF and Phoenix). *** More from CNBC:
2:27

Waymo is rolling out a new autonomous EV minivan (Ojai). The current fleet costs $200k per vehicle to adapt a Jaguar I-PACE. Ojai is purpose-built with Chinese EV firm Zeekr and each vehicle costs at least half as much ($75k-$100k), even after tariffs. Despite having 42% fewer sensors on Ojai (13 cameras/4 Lidars) vs. Jaguar I-PACE (29 cameras/5 Lidars), Ojai performs better because it’s designed from ground up. Ojai also more mass-manufacturer friendly (read: cheaper parts) compared to more luxury Jaguar. Waymo plans to have 1,000 Ojai on roads by year end (100 out right now testing in LA, SF and Phoenix). *** More from CNBC:

Bearly AI

81,929 views • 3 months ago

Many people see Waymo and think they’re ahead of everyone in the autonomous driving race. After all, they’re giving out over 100,000 paid robotaxi rides a week across cities like San Francisco, Phoenix, and Los Angeles with a fleet of 700 vehicles, and on the surface, it could seem like they’re dominating. However, each Waymo costs $100,000 due to the complex, expensive hardware that’s in use. And due to this, they’re losing money on every single ride. For Waymo, scaling this business up means higher costs, and I don’t think it’s a sustainable model, even if the company keeps pouring $ into it. Now, look at Tesla. With a fleet closing in on 7 million vehicles worldwide, Tesla is playing a different game. Instead of relying on bulky, expensive hardware, Tesla uses a much simpler, more cost-effective approach, just 8 or 9 cameras and a powerful AI neural net. This AI, constantly learning from millions of real-world miles, means Tesla’s software gets smarter every day and can be scaled across the globe without needing new hardware for every car. So, while Waymo might seem like it’s leading the charge today, in my eyes, Tesla is quietly preparing to take over the entire field. They’ve created the foundation for something far bigger and is why I believe the true leader in Robotaxis will be Tesla, and I can’t wait for everyone to see it unfold on 10/10!
0:36

Many people see Waymo and think they’re ahead of everyone in the autonomous driving race. After all, they’re giving out over 100,000 paid robotaxi rides a week across cities like San Francisco, Phoenix, and Los Angeles with a fleet of 700 vehicles, and on the surface, it could seem like they’re dominating. However, each Waymo costs $100,000 due to the complex, expensive hardware that’s in use. And due to this, they’re losing money on every single ride. For Waymo, scaling this business up means higher costs, and I don’t think it’s a sustainable model, even if the company keeps pouring $ into it. Now, look at Tesla. With a fleet closing in on 7 million vehicles worldwide, Tesla is playing a different game. Instead of relying on bulky, expensive hardware, Tesla uses a much simpler, more cost-effective approach, just 8 or 9 cameras and a powerful AI neural net. This AI, constantly learning from millions of real-world miles, means Tesla’s software gets smarter every day and can be scaled across the globe without needing new hardware for every car. So, while Waymo might seem like it’s leading the charge today, in my eyes, Tesla is quietly preparing to take over the entire field. They’ve created the foundation for something far bigger and is why I believe the true leader in Robotaxis will be Tesla, and I can’t wait for everyone to see it unfold on 10/10!

Teslaconomics

473,915 views • 1 year ago

👤: What have you learned from each other? 🐒: For me, I’ve picked up on how quiet she is when she works. I mean, that’s just her natural vibe, she’s not even trying to be quiet, it's just who she is. So, I’ve actually changed because of it. It’s not that I’ve become grumpy or less friendly, it’s just that I’m learning to hold back my words and really focus on what’s right in front of me. I used to have this habit of feeling like I had to entertain the crew and keep everyone hyped up, which just left me completely drained by the end of the day. We can still chat and mess around while getting our makeup done or during breaks, but once we’re actually on set, I don’t really need to talk with anyone. It really helps save my battery, keeps me grounded, and lets me focus on the job. 🦙: For me, I've learned how to loosen up and relax more while working. Before this, I used to feel like, 'Okay, I'm here to work now, so everything has to be serious and I have to get things done strictly in order: “one, two, three, four”’. But Jayna is so playful and loves to chat. She’ll talk to absolutely everyone, and it makes the whole atmosphere on set so much better. Once I tried opening up and chatting more, I realized that coming to work each day feels a lot happier. It doesn't feel as stressful as just 'showing up to do a job.' Now, we can joke around on set and with each other, and chat with the makeup and hair stylists. 🐒: so basically, 🦙: we swapped! 🐒: exactly. I talk less because of her and she talks more because of me 🦙: yes exactly #GinJay #ginnynatnicha #aangelinaass #EveryMomentwithGinnyJayna
1:46

👤: What have you learned from each other? 🐒: For me, I’ve picked up on how quiet she is when she works. I mean, that’s just her natural vibe, she’s not even trying to be quiet, it's just who she is. So, I’ve actually changed because of it. It’s not that I’ve become grumpy or less friendly, it’s just that I’m learning to hold back my words and really focus on what’s right in front of me. I used to have this habit of feeling like I had to entertain the crew and keep everyone hyped up, which just left me completely drained by the end of the day. We can still chat and mess around while getting our makeup done or during breaks, but once we’re actually on set, I don’t really need to talk with anyone. It really helps save my battery, keeps me grounded, and lets me focus on the job. 🦙: For me, I've learned how to loosen up and relax more while working. Before this, I used to feel like, 'Okay, I'm here to work now, so everything has to be serious and I have to get things done strictly in order: “one, two, three, four”’. But Jayna is so playful and loves to chat. She’ll talk to absolutely everyone, and it makes the whole atmosphere on set so much better. Once I tried opening up and chatting more, I realized that coming to work each day feels a lot happier. It doesn't feel as stressful as just 'showing up to do a job.' Now, we can joke around on set and with each other, and chat with the makeup and hair stylists. 🐒: so basically, 🦙: we swapped! 🐒: exactly. I talk less because of her and she talks more because of me 🦙: yes exactly #GinJay #ginnynatnicha #aangelinaass #EveryMomentwithGinnyJayna

พิ้งค์กี้(Pinky)

15,663 views • 3 months ago

Trump claims tariffs will make America rich again, but that’s not how it works. Tariffs aren’t paid by other countries—they’re paid by Americans. It’s not a tax on countries like China; it’s a tax on the stuff we buy. Here’s how it works: when the government puts a tariff on something, it raises the price of that product. The idea is to make imported goods more expensive so people buy American-made products instead. Sounds good, right? The problem is, most things we use in the U.S. are made overseas, and it would take years—or even decades—to make them here. And in some cases, it might never happen because it costs too much to produce those goods locally. For example, if something costs $50 and a tariff adds $5, the new price is $55. That extra cost comes out of your pocket. This can cause inflation, making everything more expensive, and people either stop buying or have to spend more because there are no cheaper options. So, who gets the money from tariffs? The U.S. government collects it, but it’s not paid by China or any other country. It’s paid by you—the American consumer. The U.S. can’t tax other countries directly, so the burden falls on taxpayers here. Tariffs can work if the product being taxed is already made in the U.S. For example, if China floods the market with super-cheap goods that hurt local manufacturers, tariffs can make those imports more expensive, giving American businesses a chance to compete. But slapping tariffs on goods we don’t make here—or won’t make for years—just makes things more expensive for everyone. That’s why no president has wanted to be known as a "tariff president." They knew tariffs are really just taxes on Americans and can backfire politically. If tariffs drive up prices and hurt voters’ wallets, it could mean big trouble in the next election. Republicans might certainly lose in 2026.
1:57

Trump claims tariffs will make America rich again, but that’s not how it works. Tariffs aren’t paid by other countries—they’re paid by Americans. It’s not a tax on countries like China; it’s a tax on the stuff we buy. Here’s how it works: when the government puts a tariff on something, it raises the price of that product. The idea is to make imported goods more expensive so people buy American-made products instead. Sounds good, right? The problem is, most things we use in the U.S. are made overseas, and it would take years—or even decades—to make them here. And in some cases, it might never happen because it costs too much to produce those goods locally. For example, if something costs $50 and a tariff adds $5, the new price is $55. That extra cost comes out of your pocket. This can cause inflation, making everything more expensive, and people either stop buying or have to spend more because there are no cheaper options. So, who gets the money from tariffs? The U.S. government collects it, but it’s not paid by China or any other country. It’s paid by you—the American consumer. The U.S. can’t tax other countries directly, so the burden falls on taxpayers here. Tariffs can work if the product being taxed is already made in the U.S. For example, if China floods the market with super-cheap goods that hurt local manufacturers, tariffs can make those imports more expensive, giving American businesses a chance to compete. But slapping tariffs on goods we don’t make here—or won’t make for years—just makes things more expensive for everyone. That’s why no president has wanted to be known as a "tariff president." They knew tariffs are really just taxes on Americans and can backfire politically. If tariffs drive up prices and hurt voters’ wallets, it could mean big trouble in the next election. Republicans might certainly lose in 2026.

Simon Ateba

50,090 views • 1 year ago

This is how a CEO loses credibility with me. Cofounder of NuroAI A is making an AI that can drive vehicles, was winning me over through demonstrations of his more flexible AI than Tesla has demonstrated. Drove in left-hand Japan with no prior training on such. Learned by decomposing the road into all of its parts. So figured out that you needed to drive in the left instantly. But then he said LiDAR is demonstrating itself to be safer. So I stuck up my hand and asked for a situation where LiDAR and camera is safer than camera only approaches, which his company sells too. “A child all in black at night, particularly around a corner.” So tonight after I drove my friend home at 2:30 a.m. I studied this in deep detail in my wife’s Model Y with hardware 4 and Tesla Self Driving controlling the car. 1. Cameras can see far more than humans can at night. 2. Modern cars come with matrix headlights. Which go around the turn and illuminate anywhere a car can turn. 3. Every intersection has a light on almost every intersection. Where there is none why would a child in black be playing on the street in the dark. 4. Tesla has a “zoomed in” telephoto camera as one of the cameras under the windshield so it can actually see ahead far better than a human can. Plus the other night this car drove around a clump of dirt and rocks on the road at 50 mph. I didn’t even see it until the car had already quickly turned around it. I give you his speech here. But you gotta come up with better examples of why a car company needs to spend “low thousands” (his quote, not mine) per car more on LiDARs than that.
39:40

This is how a CEO loses credibility with me. Cofounder of NuroAI A is making an AI that can drive vehicles, was winning me over through demonstrations of his more flexible AI than Tesla has demonstrated. Drove in left-hand Japan with no prior training on such. Learned by decomposing the road into all of its parts. So figured out that you needed to drive in the left instantly. But then he said LiDAR is demonstrating itself to be safer. So I stuck up my hand and asked for a situation where LiDAR and camera is safer than camera only approaches, which his company sells too. “A child all in black at night, particularly around a corner.” So tonight after I drove my friend home at 2:30 a.m. I studied this in deep detail in my wife’s Model Y with hardware 4 and Tesla Self Driving controlling the car. 1. Cameras can see far more than humans can at night. 2. Modern cars come with matrix headlights. Which go around the turn and illuminate anywhere a car can turn. 3. Every intersection has a light on almost every intersection. Where there is none why would a child in black be playing on the street in the dark. 4. Tesla has a “zoomed in” telephoto camera as one of the cameras under the windshield so it can actually see ahead far better than a human can. Plus the other night this car drove around a clump of dirt and rocks on the road at 50 mph. I didn’t even see it until the car had already quickly turned around it. I give you his speech here. But you gotta come up with better examples of why a car company needs to spend “low thousands” (his quote, not mine) per car more on LiDARs than that.

Robert Scoble

30,594 views • 5 months ago

This might be the most insane battle in tech history. And everyone's watching the wrong thing. Waymo just raised $15 billion at a $100 BILLION valuation. That's a 122% jump in 14 months. Meanwhile, Tesla started testing truly driverless robotaxis in Austin last week. But here's what nobody's saying out loud: This war was already decided. And Waymo won. The market just told us exactly how much real autonomy is worth versus promises. Tesla's entire $1.5 trillion valuation assumes robotaxis will generate trillions in revenue. Waymo's actual working robotaxis doing 450,000 weekly paid rides across five cities are worth $100 billion. That's the gap between fantasy and reality priced in real money. And it gets crazier when you look at what's actually happening on the ground. Waymo crossed 127 million fully autonomous miles. Zero humans in the car. Ever. They went from testing to fully autonomous in Dallas and Houston in six months. The "can't scale" argument just died in Texas. Meanwhile Tesla just removed the safety driver from 30 cars in Austin. After six months of supervised testing. With seven reported crashes to NHTSA. Elon claimed they'd have 500 robotaxis in Austin by end of 2025. They have 29. Deutsche Bank predicted 1,500 across Austin and San Francisco. But they're nowhere close. The real story isn't the numbers. It's the business model everyone missed. For years, Tesla bulls said Waymo's approach was too expensive to scale. Lidar costs tens of thousands. HD mapping takes forever. Remote monitoring eats margins. Tesla's vision-only system costs $400 per car. Waymo's sensor suite costs $12,700. Simple math says Tesla wins, right? Wrong. Because they're not selling the same product. Tesla is selling supervised driver assistance to consumers who pay $99/month and still have to watch the road. Waymo is selling fully autonomous rides to passengers who literally sleep in the back seat. Those are completely different businesses with completely different economics. And the market just valued the difference at $100 billion. Here's the part that destroys the Tesla narrative: Waymo's cost per vehicle is dropping faster than anyone predicted. Their 6th generation system coming in the new Zeekr van will cost under $20,000. Getting competitive with Tesla's hardware while maintaining full autonomy. Meanwhile Tesla's FSD has been "months away" from unsupervised operation for five years straight. The technical gap is widening and NOT closing. Waymo just launched freeway operations across San Francisco, Phoenix, and LA. They're expanding to 12 new U.S. cities in 2026 plus London and Tokyo. That's the opposite of "can't scale." Tesla can't even get a California permit to test without a safety driver. But wait, there's more... Waymo's safety data makes Tesla look reckless. 88% reduction in property damage claims compared to humans. 92% reduction in bodily injury claims. Those numbers come from Swiss Re, not Waymo's marketing team. Tesla's response? "Trust us, it's safer than humans." No comprehensive data. No third-party verification. Meanwhile actual insurance companies are pricing the difference. Everyone's debating cameras versus lidar. That's like arguing about gasoline versus diesel when one company has working cars and the other has prototypes. The real question is: who understood the path to market first? Waymo spent 15 years building a system that actually works. Incremental progress. Conservative timelines. Real safety validation. They're boring. They're slow. They're methodical. And they won. Tesla promised magic. Flashy demos. Aggressive timelines. Revolutionary technology. They're exciting. They're fast. They're bold. And they're stuck in supervised mode with 29 cars. Here's what happens next: Waymo takes this $15 billion and floods the market. 100,000 vehicles. At current utilization rates, that's 10% of the entire U.S. ride-hailing market. They become the default autonomous option in every major city by 2027. Tesla either admits FSD Supervised isn't ready for full autonomy, or they keep testing with 30 cars and hoping for a breakthrough. The market has spoken. Real autonomy with expensive sensors beats cheap cameras that need human supervision. Not because the technology is better. Because the business model actually works. You can't scale "almost autonomous." You scale fully autonomous or you stay a driver assistance feature forever. Waymo chose the hard path and won. Tesla chose the impossible path and got stuck. The $100 billion valuation is the market pricing that difference. This was never about who has better AI. It was about who understood the economics of autonomy first. And Waymo just proved they did.
1:00

This might be the most insane battle in tech history. And everyone's watching the wrong thing. Waymo just raised $15 billion at a $100 BILLION valuation. That's a 122% jump in 14 months. Meanwhile, Tesla started testing truly driverless robotaxis in Austin last week. But here's what nobody's saying out loud: This war was already decided. And Waymo won. The market just told us exactly how much real autonomy is worth versus promises. Tesla's entire $1.5 trillion valuation assumes robotaxis will generate trillions in revenue. Waymo's actual working robotaxis doing 450,000 weekly paid rides across five cities are worth $100 billion. That's the gap between fantasy and reality priced in real money. And it gets crazier when you look at what's actually happening on the ground. Waymo crossed 127 million fully autonomous miles. Zero humans in the car. Ever. They went from testing to fully autonomous in Dallas and Houston in six months. The "can't scale" argument just died in Texas. Meanwhile Tesla just removed the safety driver from 30 cars in Austin. After six months of supervised testing. With seven reported crashes to NHTSA. Elon claimed they'd have 500 robotaxis in Austin by end of 2025. They have 29. Deutsche Bank predicted 1,500 across Austin and San Francisco. But they're nowhere close. The real story isn't the numbers. It's the business model everyone missed. For years, Tesla bulls said Waymo's approach was too expensive to scale. Lidar costs tens of thousands. HD mapping takes forever. Remote monitoring eats margins. Tesla's vision-only system costs $400 per car. Waymo's sensor suite costs $12,700. Simple math says Tesla wins, right? Wrong. Because they're not selling the same product. Tesla is selling supervised driver assistance to consumers who pay $99/month and still have to watch the road. Waymo is selling fully autonomous rides to passengers who literally sleep in the back seat. Those are completely different businesses with completely different economics. And the market just valued the difference at $100 billion. Here's the part that destroys the Tesla narrative: Waymo's cost per vehicle is dropping faster than anyone predicted. Their 6th generation system coming in the new Zeekr van will cost under $20,000. Getting competitive with Tesla's hardware while maintaining full autonomy. Meanwhile Tesla's FSD has been "months away" from unsupervised operation for five years straight. The technical gap is widening and NOT closing. Waymo just launched freeway operations across San Francisco, Phoenix, and LA. They're expanding to 12 new U.S. cities in 2026 plus London and Tokyo. That's the opposite of "can't scale." Tesla can't even get a California permit to test without a safety driver. But wait, there's more... Waymo's safety data makes Tesla look reckless. 88% reduction in property damage claims compared to humans. 92% reduction in bodily injury claims. Those numbers come from Swiss Re, not Waymo's marketing team. Tesla's response? "Trust us, it's safer than humans." No comprehensive data. No third-party verification. Meanwhile actual insurance companies are pricing the difference. Everyone's debating cameras versus lidar. That's like arguing about gasoline versus diesel when one company has working cars and the other has prototypes. The real question is: who understood the path to market first? Waymo spent 15 years building a system that actually works. Incremental progress. Conservative timelines. Real safety validation. They're boring. They're slow. They're methodical. And they won. Tesla promised magic. Flashy demos. Aggressive timelines. Revolutionary technology. They're exciting. They're fast. They're bold. And they're stuck in supervised mode with 29 cars. Here's what happens next: Waymo takes this $15 billion and floods the market. 100,000 vehicles. At current utilization rates, that's 10% of the entire U.S. ride-hailing market. They become the default autonomous option in every major city by 2027. Tesla either admits FSD Supervised isn't ready for full autonomy, or they keep testing with 30 cars and hoping for a breakthrough. The market has spoken. Real autonomy with expensive sensors beats cheap cameras that need human supervision. Not because the technology is better. Because the business model actually works. You can't scale "almost autonomous." You scale fully autonomous or you stay a driver assistance feature forever. Waymo chose the hard path and won. Tesla chose the impossible path and got stuck. The $100 billion valuation is the market pricing that difference. This was never about who has better AI. It was about who understood the economics of autonomy first. And Waymo just proved they did.

Ricardo

212,098 views • 8 months ago

Now that I am home and have access to my files I decided to do a quick test with one of my Vtubing avatars. It works way better with my larger iPad Pro (less crashing/more memory and more screen space) compared to the mini so I did want to bring that up. Importing the file over as GLB was more stable than just OBJ plus it kept the color info from the previous texture. I texture all my avatars on substance painter but have been looking at an alternative when I am out and about that is not on the computer and this actually hits all the right "wants". Adding a quick video of the way the app works for me. I like that it has layers, I can alter my brushes and even add stabilization when I am drawing (which I use that extensively on procreate so that was a huge plus). The stamp tools will come in handy as well but did not show it on this video. The file itself is imported as "one mesh" but each part is treated as their own separate piece which I show in the video. I do the same thing on substance painter making it really easy for me to texture. The app then exports the texture out for each object which is the same way I do so on substance. Overall I am extremely impressed with the work Sparseal has done on this application and see how useful this will be for my current work flow of texturing. I for one love the ability to be "portable" which is a big reason I sculpt so much with Nomad Sculpt on the iPad. Having the freedom to do your work away from a desk and if you feel like doing it outside is probable why I yearn for iPad apps so much like so. Give this app a look, it is free to try on the App Store (It is $19 to be able to export, but a one time buy). It is called "Wafer" for the iPad. I already use CozyBlanket from the same creator to do re topology so I expected this level of fantastic with this current app.
2:44

Now that I am home and have access to my files I decided to do a quick test with one of my Vtubing avatars. It works way better with my larger iPad Pro (less crashing/more memory and more screen space) compared to the mini so I did want to bring that up. Importing the file over as GLB was more stable than just OBJ plus it kept the color info from the previous texture. I texture all my avatars on substance painter but have been looking at an alternative when I am out and about that is not on the computer and this actually hits all the right "wants". Adding a quick video of the way the app works for me. I like that it has layers, I can alter my brushes and even add stabilization when I am drawing (which I use that extensively on procreate so that was a huge plus). The stamp tools will come in handy as well but did not show it on this video. The file itself is imported as "one mesh" but each part is treated as their own separate piece which I show in the video. I do the same thing on substance painter making it really easy for me to texture. The app then exports the texture out for each object which is the same way I do so on substance. Overall I am extremely impressed with the work Sparseal has done on this application and see how useful this will be for my current work flow of texturing. I for one love the ability to be "portable" which is a big reason I sculpt so much with Nomad Sculpt on the iPad. Having the freedom to do your work away from a desk and if you feel like doing it outside is probable why I yearn for iPad apps so much like so. Give this app a look, it is free to try on the App Store (It is $19 to be able to export, but a one time buy). It is called "Wafer" for the iPad. I already use CozyBlanket from the same creator to do re topology so I expected this level of fantastic with this current app.

Val / LatinVixen ➡️ Megaplex

17,469 views • 6 months ago

"The fact that you go all in on stocks makes you a gambler, not an investor." I hear this a lot. I have since I started investing with $20,000 in 2019 and went all in $TSLA. I hear it more today now that I'm investing millions of dollars in 2026, because this year has admittedly been one of my worst. Yet, I'm still looking a lot better than the $40,000 I would have if I had bought the S&P 500 in 2019. What people don't understand about my investing strategy is that because I buy asymmetrical bets where valuations are low and the stocks are counted out and disliked, I haven't had to be right every investment to maintain an ~80% CAGR since 2019, (yes counting from the trough I'm currently in). When I'm wrong I live to fight another day even despite often investing 100% of my net liquidity into a single position. If I'm right about $BETR and we get substantial rate cuts in the next five years... I'm not gonna recover from $1.5 million back to $10 million. I'm gonna hit $50 million+ I know the market is starting to think that rate cuts are nothing but a dream and Better is not a threat to incumbents... but funny enough that's the exact moment that you should be buying into a stock if you disagree. What's great is I only have to be right on one of these two points in order to make a lot of money over the next five years. For those in $PATH with me I want to say that I don't believe I was wrong about PATH at all. I still believe in the company, and still have a 5% position and still think that it's going to 5-10x over the next 5 years. However as software has pulled back and I discovered the Better opportunity, I decided it was smart to move up the risk curve (smaller market cap, less revenue, not profitable yet) to something that has sold off even more, has even more upside potential and an even faster growth rate. When everything in the software sector is out of favor and sold off, Higher Beta stocks are likely to go up a lot more if we see a sector wide recovery. I truly don't believe Better deserves to sell off any more than it currently has ($85 to $29) even if we found out it's only going to be a 10% revenue growth company after this year, which would be a huge disappointment. The valuation is simply already that discounted. Of course all of this is shared for entertainment. I am not your investment advisor, though i am out-returning him.
1:16

"The fact that you go all in on stocks makes you a gambler, not an investor." I hear this a lot. I have since I started investing with $20,000 in 2019 and went all in $TSLA. I hear it more today now that I'm investing millions of dollars in 2026, because this year has admittedly been one of my worst. Yet, I'm still looking a lot better than the $40,000 I would have if I had bought the S&P 500 in 2019. What people don't understand about my investing strategy is that because I buy asymmetrical bets where valuations are low and the stocks are counted out and disliked, I haven't had to be right every investment to maintain an ~80% CAGR since 2019, (yes counting from the trough I'm currently in). When I'm wrong I live to fight another day even despite often investing 100% of my net liquidity into a single position. If I'm right about $BETR and we get substantial rate cuts in the next five years... I'm not gonna recover from $1.5 million back to $10 million. I'm gonna hit $50 million+ I know the market is starting to think that rate cuts are nothing but a dream and Better is not a threat to incumbents... but funny enough that's the exact moment that you should be buying into a stock if you disagree. What's great is I only have to be right on one of these two points in order to make a lot of money over the next five years. For those in $PATH with me I want to say that I don't believe I was wrong about PATH at all. I still believe in the company, and still have a 5% position and still think that it's going to 5-10x over the next 5 years. However as software has pulled back and I discovered the Better opportunity, I decided it was smart to move up the risk curve (smaller market cap, less revenue, not profitable yet) to something that has sold off even more, has even more upside potential and an even faster growth rate. When everything in the software sector is out of favor and sold off, Higher Beta stocks are likely to go up a lot more if we see a sector wide recovery. I truly don't believe Better deserves to sell off any more than it currently has ($85 to $29) even if we found out it's only going to be a 10% revenue growth company after this year, which would be a huge disappointment. The valuation is simply already that discounted. Of course all of this is shared for entertainment. I am not your investment advisor, though i am out-returning him.

Jake Browatzke 🚀

10,834 views • 3 months ago

The Cybercab is aiming to produce 2 million units per year. Let this sink in. Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one. This is Elon and Tesla going ALL-IN on autonomy. Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software. Elon put it best on the Q3 2024 earnings call: “It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.” That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab. Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale. That’s how you make 2 million Cybercabs per year possible. FYI, this is not going to be easy though. Elon has been brutally honest about production for many years: • “Prototypes are easy, production is hard.” • “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.” • “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.” He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏: “Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.” This is the key thing most people miss about Tesla manufacturing. Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard. Tesla already proved they can do this. They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume. Elon summed it up perfectly in 2024: “Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.” That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups. The Cybercab is aiming to be: 1/ Under $30,000 price 2/ ~$0.20 per mile operating cost 3/ 200+ mile range 4/ Up to 5x utilization vs personal cars 5/ Designed to run nearly nonstop 24/7 This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product. I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology. I get it now.
0:21

The Cybercab is aiming to produce 2 million units per year. Let this sink in. Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one. This is Elon and Tesla going ALL-IN on autonomy. Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software. Elon put it best on the Q3 2024 earnings call: “It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.” That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab. Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale. That’s how you make 2 million Cybercabs per year possible. FYI, this is not going to be easy though. Elon has been brutally honest about production for many years: • “Prototypes are easy, production is hard.” • “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.” • “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.” He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏: “Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.” This is the key thing most people miss about Tesla manufacturing. Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard. Tesla already proved they can do this. They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume. Elon summed it up perfectly in 2024: “Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.” That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups. The Cybercab is aiming to be: 1/ Under $30,000 price 2/ ~$0.20 per mile operating cost 3/ 200+ mile range 4/ Up to 5x utilization vs personal cars 5/ Designed to run nearly nonstop 24/7 This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product. I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology. I get it now.

Teslaconomics

31,985 views • 7 months ago

Dear friends, I turn 43 today. Thank you for all your warm wishes on this day. I took a leave from hospital today to be with family and unwind. I started doing this every birthday after a near fatal crash in 2021 (at a time when I was wholly married to my work) and everything changed since then. I decided to smell the flowers, and touch the grass, but also do quality work as a professional. Yes work life balance is possible. It is not a myth. As a clinical doctor sub-specialist, there are many things I changed for the better. I stopped being a workaholic. I found that seeing 20 patients a day with utmost dedication and care was far more satisfying than seeing 100 quickly. It also helped me improve my patients lives. I learned to prescribe less, listen more, treat when needed and advice lifestyle changes. It is now more than 3 years since I have touched alcohol. So that I can authoritatively treat my patients and advice them with what is right. I stopped meeting medical pharma representatives and accepting to go for every medical conference and sponsored meeting. This actually improved my clinical knowledge because I started to improve myself, on my own. I read more... I became that student I once was. I became my most important competition. Everyday I try to be a better doctor for my patients - by following science and evidence and updating myself. I started to love myself, because of which I started to take care of myself. From finding time for daily work outs (not to develop a 6-pack, but to be physically active to improve overall health), keeping aside time to unwind, and saying no to additional work and over indulging in commitments - because of which, I found time to feed my passions - music, book writing and movies. My first book (non-fiction) is now in proof-reading (hopefully will be out next year). And I started working on my new book projects. Bound India (Bound) and Tara Khandelwal will be representing my future literary works. At some point in the future, I want to write so much more (not like these days when I have to burn midnight oil to get through a chapter after an exhausting day at work). I stopped believing in publish or perish. This is a myth. Academic life is important. I am still active in it - but I choose my battles wisely. I do not get anxious or depressed if I cannot publish medical papers consistently. I decided to publish medical papers if I find them worthy of spending time, money and effort on. This gave me the option of indulging in public health research projects (like Citizens Protein Project) and spend more time with MESH ( This was far more satisfying that wasting money to publish medical science that only catered to my peer-circles and not the public. Today, I had a good breakfast with my wife, and we decided to get inked (my fourth and fifth tattoos), got some choux pastry instead of traditional 'cake cutting' and worked more on my new book (a semi-autobiographical medical college memoir). I thank you all for the great support and love in here... and I hope I can do more for my patients, their family, my family and the public at large... as long as I can. ...and thanks also to my trolls and loud but irrelevant critics in whose minds I live rent free.
0:44

Dear friends, I turn 43 today. Thank you for all your warm wishes on this day. I took a leave from hospital today to be with family and unwind. I started doing this every birthday after a near fatal crash in 2021 (at a time when I was wholly married to my work) and everything changed since then. I decided to smell the flowers, and touch the grass, but also do quality work as a professional. Yes work life balance is possible. It is not a myth. As a clinical doctor sub-specialist, there are many things I changed for the better. I stopped being a workaholic. I found that seeing 20 patients a day with utmost dedication and care was far more satisfying than seeing 100 quickly. It also helped me improve my patients lives. I learned to prescribe less, listen more, treat when needed and advice lifestyle changes. It is now more than 3 years since I have touched alcohol. So that I can authoritatively treat my patients and advice them with what is right. I stopped meeting medical pharma representatives and accepting to go for every medical conference and sponsored meeting. This actually improved my clinical knowledge because I started to improve myself, on my own. I read more... I became that student I once was. I became my most important competition. Everyday I try to be a better doctor for my patients - by following science and evidence and updating myself. I started to love myself, because of which I started to take care of myself. From finding time for daily work outs (not to develop a 6-pack, but to be physically active to improve overall health), keeping aside time to unwind, and saying no to additional work and over indulging in commitments - because of which, I found time to feed my passions - music, book writing and movies. My first book (non-fiction) is now in proof-reading (hopefully will be out next year). And I started working on my new book projects. Bound India (Bound) and Tara Khandelwal will be representing my future literary works. At some point in the future, I want to write so much more (not like these days when I have to burn midnight oil to get through a chapter after an exhausting day at work). I stopped believing in publish or perish. This is a myth. Academic life is important. I am still active in it - but I choose my battles wisely. I do not get anxious or depressed if I cannot publish medical papers consistently. I decided to publish medical papers if I find them worthy of spending time, money and effort on. This gave me the option of indulging in public health research projects (like Citizens Protein Project) and spend more time with MESH ( This was far more satisfying that wasting money to publish medical science that only catered to my peer-circles and not the public. Today, I had a good breakfast with my wife, and we decided to get inked (my fourth and fifth tattoos), got some choux pastry instead of traditional 'cake cutting' and worked more on my new book (a semi-autobiographical medical college memoir). I thank you all for the great support and love in here... and I hope I can do more for my patients, their family, my family and the public at large... as long as I can. ...and thanks also to my trolls and loud but irrelevant critics in whose minds I live rent free.

TheLiverDoc™

121,829 views • 1 year ago

San Francisco, CA (JUL.04 + 05 2026)- The Sunset Project™️ has been busy over the last 24 hours, trying to sort out the carnage in the Bay Area last night. No matter how you look at it, Waymo brought several areas of the city to a complete standstill and blocked emergency vehicles, as well as all other traffic for hours on end. So far here are the factors that caused the total system failure (all typical issues regularly shown here on the program)- 1. Targeting events. Waymos were damaged and one OJAI destroyed from external attacks. 2. Widescale freeze events due to failure to proceed through an intersection or stop sign controlled intersection for a period of time that requires a remote supervisor to help. 3. Power outage stoplights. We found a couple examples of blinking stop lights which Waymo continues to struggle without supervisor assistance. 4. Heavy pedestrian interference. As a Waymo fails to pass through an intersection or make progress on the street for a certain period of time, they appear to require supervisor assistance to validate a route. This process could not be completed in a timely manner as the supervisor controlled route planning system was overwhelmed by too many vehicle requests. 5. Long periods of frozen vehicles in traffic caused several Waymos to become bricked most likely from dead batteries. None of these are new issues. These are all the same general safety critical failures that we see every day from the Waymo Driver system. Once these issues are combined at scale on a busy evening, you effectively have a complete shutdown of a city. We will wait for Waymo to make the same PR announcement that they always make- Some of their vehicles were impacted, and they have learned a lot from what happened. They won’t ever tell us what they learned or how they will fix it, but they always tell us how much they are learning. The video is a montage of several contributors all sending in video to the Sunset project. We were going to replace the audio with a single track of ‘Taps’. Maybe next time. #NeedIntelligence #NeedInference #ManilaWeHaveAProblem #SensorDysphoria #Freeze
2:08

San Francisco, CA (JUL.04 + 05 2026)- The Sunset Project™️ has been busy over the last 24 hours, trying to sort out the carnage in the Bay Area last night. No matter how you look at it, Waymo brought several areas of the city to a complete standstill and blocked emergency vehicles, as well as all other traffic for hours on end. So far here are the factors that caused the total system failure (all typical issues regularly shown here on the program)- 1. Targeting events. Waymos were damaged and one OJAI destroyed from external attacks. 2. Widescale freeze events due to failure to proceed through an intersection or stop sign controlled intersection for a period of time that requires a remote supervisor to help. 3. Power outage stoplights. We found a couple examples of blinking stop lights which Waymo continues to struggle without supervisor assistance. 4. Heavy pedestrian interference. As a Waymo fails to pass through an intersection or make progress on the street for a certain period of time, they appear to require supervisor assistance to validate a route. This process could not be completed in a timely manner as the supervisor controlled route planning system was overwhelmed by too many vehicle requests. 5. Long periods of frozen vehicles in traffic caused several Waymos to become bricked most likely from dead batteries. None of these are new issues. These are all the same general safety critical failures that we see every day from the Waymo Driver system. Once these issues are combined at scale on a busy evening, you effectively have a complete shutdown of a city. We will wait for Waymo to make the same PR announcement that they always make- Some of their vehicles were impacted, and they have learned a lot from what happened. They won’t ever tell us what they learned or how they will fix it, but they always tell us how much they are learning. The video is a montage of several contributors all sending in video to the Sunset project. We were going to replace the audio with a single track of ‘Taps’. Maybe next time. #NeedIntelligence #NeedInference #ManilaWeHaveAProblem #SensorDysphoria #Freeze

No Safe Words

45,860 views • 2 months ago

The beauty & technology packed in the upgraded Model 3 is greatly under-appreciated, just look at all the new things that are in this car and then tell me you don’t want it. 👇 • Same prices as old Model 3, under $40K • Up to ~2.4% higher range on Long Range trim (341), same range on RWD (272) • 50% of the parts in the car are new • 4.3% more cargo capacity • Long Range is 4 lbs lighter than before, RWD is 29 lbs heavier than before • 0.1" lower ground clearance vs old 3 • 30% decrease in wind and ambient noise, 25% improvement in impact noise and 20% improvement in road noise • Redesigned interior w/ new door cards • More premium interior materials. The fabric is softer to the touch and sewn with a more refined process to present a better overall texture • Two new colors: Ultra Red ($2K) & Stealth Gray (no extra cost) • No more stalks. New steering wheel contains the turns signals, light controls, horn, new camera button, wiper controls and mic control • New dash design with textured/woven material • Multicolor ambient LED interior lighting extending from dash to rear seat doors • Updated center console w/ real metal handles, giving a more premium feel. • Acoustic glass on rear windows and back window (was only on front windows before). "360º acoustic glass" • More sound insulation for a quieter ride • Uptick in hood to let wind go over more quietly • Upgraded suspension for a more premium ride. New springs & dampers. New geometry on front suspension. New bushings. New way they mount the sub frame to the chassis • Stiffer body, better handling • More premium sounding door "thunk" • Passengers are more protected from door impacts due to new latch at the bottom of the door • Two motors close the trunk now vs one before, resulting in a quieter automatic close • Tires have more cushioning for improved ride • Center touchscreen now brighter, has smaller bezels, higher contrast & is more responsive • More comfortable rear seats • Redesigned lower rear bumper • All seats are now perforated • No fog lights anymore • Front seats are now ventilated, in addition to heated • 8" touchscreen for rear passengers in the back to control climate & enjoy entertainment. You can connect two headsets at the same time. • Better drag coefficient of 0.219 Cd • Upgraded 2.0 ventilation system. You can now separately turn off the passenger side air • Slimmer and sleeker headlight and taillight design • Single wing-shaped taillight design, meaning better reliability and low chance for leakage/part misalignment • New 17 speaker sound system (up from 14 before). It now includes 2 subwoofers and 2 amplifiers. More punchy • 65W USB-C charger in center console so you can charge a laptop • Improved bluetooth • Upgraded microphones. Now one on each passenger side. New mics make phone calls clearer and "smooth" • 5G connectivity. 50% improved cellular service. 2X greater WiFi range (dual-band) • Improved connectivity to phone so car will recognize your phone from farther away • Two new wheel designs that better optimize battery life • New Tesla lettering replaces rear Tesla logo badge • Car is 8% more efficient thanks to better aerodynamics • Car is 1" longer overall (Original vid from Andy Slye, cooked by me)
1:04

The beauty & technology packed in the upgraded Model 3 is greatly under-appreciated, just look at all the new things that are in this car and then tell me you don’t want it. 👇 • Same prices as old Model 3, under $40K • Up to ~2.4% higher range on Long Range trim (341), same range on RWD (272) • 50% of the parts in the car are new • 4.3% more cargo capacity • Long Range is 4 lbs lighter than before, RWD is 29 lbs heavier than before • 0.1" lower ground clearance vs old 3 • 30% decrease in wind and ambient noise, 25% improvement in impact noise and 20% improvement in road noise • Redesigned interior w/ new door cards • More premium interior materials. The fabric is softer to the touch and sewn with a more refined process to present a better overall texture • Two new colors: Ultra Red ($2K) & Stealth Gray (no extra cost) • No more stalks. New steering wheel contains the turns signals, light controls, horn, new camera button, wiper controls and mic control • New dash design with textured/woven material • Multicolor ambient LED interior lighting extending from dash to rear seat doors • Updated center console w/ real metal handles, giving a more premium feel. • Acoustic glass on rear windows and back window (was only on front windows before). "360º acoustic glass" • More sound insulation for a quieter ride • Uptick in hood to let wind go over more quietly • Upgraded suspension for a more premium ride. New springs & dampers. New geometry on front suspension. New bushings. New way they mount the sub frame to the chassis • Stiffer body, better handling • More premium sounding door "thunk" • Passengers are more protected from door impacts due to new latch at the bottom of the door • Two motors close the trunk now vs one before, resulting in a quieter automatic close • Tires have more cushioning for improved ride • Center touchscreen now brighter, has smaller bezels, higher contrast & is more responsive • More comfortable rear seats • Redesigned lower rear bumper • All seats are now perforated • No fog lights anymore • Front seats are now ventilated, in addition to heated • 8" touchscreen for rear passengers in the back to control climate & enjoy entertainment. You can connect two headsets at the same time. • Better drag coefficient of 0.219 Cd • Upgraded 2.0 ventilation system. You can now separately turn off the passenger side air • Slimmer and sleeker headlight and taillight design • Single wing-shaped taillight design, meaning better reliability and low chance for leakage/part misalignment • New 17 speaker sound system (up from 14 before). It now includes 2 subwoofers and 2 amplifiers. More punchy • 65W USB-C charger in center console so you can charge a laptop • Improved bluetooth • Upgraded microphones. Now one on each passenger side. New mics make phone calls clearer and "smooth" • 5G connectivity. 50% improved cellular service. 2X greater WiFi range (dual-band) • Improved connectivity to phone so car will recognize your phone from farther away • Two new wheel designs that better optimize battery life • New Tesla lettering replaces rear Tesla logo badge • Car is 8% more efficient thanks to better aerodynamics • Car is 1" longer overall (Original vid from Andy Slye, cooked by me)

Teslaconomics

73,057 views • 2 years ago

🇨🇳 Chinese EVs have been taking the world by storm, whether you like it or not When I look around here on the street in China I try recognize the car brands and I see so many brands I don't know One brand I see a lot is LI, but also BYD, Zeekr and XPeng Apparently there's now 129 (!) EV brands in China producing cars, which kinda shows the massive scale of the EV boom here There's a real historical parallel here with the US a hundred years ago, where there were about 2,000 new American car companies in America. Of course most failed, and only a few remained The same is predicted for China, where only 15 EV brands are predicted to survive in a decade, so a real battle is going down here now to see who will win One interesting thing is that there is one American brand that is remarkably present here, and that's Tesla, you see Teslas everywhere, the Tesla Y often holds the top spot for most cars sold in China, and you see Tesla superchargers here a lot What's also interesting is that where Elon Musk gets so much hatred in the West (not from me), in China he's revered as a hero. Elon is a high IQ engineer and successful entrepreneur. And it's a real artefact of the culture that Chinese respect that kind of person while in the West if you're rich, successful and smart you're seen as a bad person by at least half of society. I think that says a lot about our society and how we educate people in the West and we should really reconsider that. Engineering and entrepreneurship are the key stones of a functioning society. Engineering invents new things and entrepreneurs turn those inventions into businesses that bring them to people. Without both, you don't have jobs, money, and well, prosperity! Chinese culture seems to understand this well, which is why they like Elon Musk and still drive Teslas as one of the few Western cars here. Anyway to continue, in this video I visited the Huawei store and I have to add a correction, because due to new Chinese regulation that requires car brands to fully own their manufacturing, Huawei has "officially" separated their car business, but in fact they still fully design the car, sell the car, and get most of the profit from it. They just can't call it a Huawei car anymore Huawei is interesting because they produce everything, phones, tablets, watches, laptops, and, well indirectly, EV cars too A similar brand is Xiaomi, who actually do own the manufacturing of their EV, and their EV is one of the fastest growing in sales in China It's a real slap in the face for the West I feel that Apple, the creator of the iPhone, wasn't able to produce a car and cancelled their car project, when many of the Chinese phone companies are producing their own cars now with relative ease Of course the iPhone is produced in China, and manufacturing is in China, so being closer to the manufacturing physically, it must have been easier to design a car, than try to do it remotely from Apple's office in Cupertino But it does seem significant that we couldn't do this While I'm writing this the news comes in that Germany's car and greater manufacturing industry is tanking, their energy costs have gone up 2-3x due cutting off the Russian gas, and they've simply become too expensive overnight Germany's car industry, the historical center of car production in the world with BMW, Mercedes-Benz, Audi and Volkswagen, has started laying off 100,000+ employees and scaling down their production due to declining sales, which are a direct result of the competition from China offering cheaper, more advanced EVs with better software than the Germans And I mean you can feel it, I walk around in EV car stores here and the cars look great, the interior looks modern, the software is miles ahead of the clunky interfaces of German cars, most EVs here have a little cute robot on the dashboard that you talk to, so you never have to touch the screen anymore to do anything, like "switch on the wipers" or "route me to my hotel" etc. The EVs here honestly do not feel cheap, they're well built and comfortable Europe has tried to stop the rise of the Chinese EVs in the European market with a 45% tariff, but even with that tariffs, many Europeans still prefer to buy Chinese EVs over others, and they're still cheaper than the German cars! The US went further with a 100% tarrif, and that stopped them from being sold mostly in the US because it's not profitable anymore for the Chinese One thing I have to add which you probably know is that the Chinese government does heavily subsidize their EV industry (with about $230B+ in the last decade), it's not a secret and their subsidies do not compare to the ones the US and EU provide for their industries, which gives Chinese EV companies the (unfair) advantage to produce them at a discount and sell them abroad cheaper, which is exactly why the EU and US put tariffs on them Even with the subsidies, the engineering and production and software is impressive and feels very modern, I'm a Tesla fan, own a 2025 Tesla Y, but the Chinese EVs feel and look more modern to me. They usually have more screens, more features etc. There's real innovation happening here it feels like And that's kinda the conclusion you get being in China with every industry, they've already by far departed from being cheap clones of Western products, they're now at the next stage of adding their own features and ideas, which is what we always criticize Chinese on "they're not creative", well they are creative, they just start from the point where Western products are now, and then start innovating from there (instead of starting from scratch fully, I mean, why would they?) If you ask Grok how does the future of the Western car industry look like, especially the European/German ones, it's pessimistic. The only positive it can find is that maybe European brands can focus on premium and exclusivity. Like they do with Hermes hand bags, but then do the same with cars. BMW and Mercedes-Benz are of course luxury brands and they could survive by remaining premium and make money that way. But the regular middle and low end of car production in Europe (and America?) will most probably be wiped out and replaced by the Chinese I think That is if the Americans and Europeans will keep allowing them into their markets But even if they don't, the Chinese are happily going to the rest of the world like South America, the Middle East or the rest of Asia where you see BYDs literally everywhere As a European this does feel bittersweet, but then again we've all been shouting from the roof tops for years that this would happen if you didn't create a pro-business climate where startups would sprout, so now it's kinda "I told you so"
8:43

🇨🇳 Chinese EVs have been taking the world by storm, whether you like it or not When I look around here on the street in China I try recognize the car brands and I see so many brands I don't know One brand I see a lot is LI, but also BYD, Zeekr and XPeng Apparently there's now 129 (!) EV brands in China producing cars, which kinda shows the massive scale of the EV boom here There's a real historical parallel here with the US a hundred years ago, where there were about 2,000 new American car companies in America. Of course most failed, and only a few remained The same is predicted for China, where only 15 EV brands are predicted to survive in a decade, so a real battle is going down here now to see who will win One interesting thing is that there is one American brand that is remarkably present here, and that's Tesla, you see Teslas everywhere, the Tesla Y often holds the top spot for most cars sold in China, and you see Tesla superchargers here a lot What's also interesting is that where Elon Musk gets so much hatred in the West (not from me), in China he's revered as a hero. Elon is a high IQ engineer and successful entrepreneur. And it's a real artefact of the culture that Chinese respect that kind of person while in the West if you're rich, successful and smart you're seen as a bad person by at least half of society. I think that says a lot about our society and how we educate people in the West and we should really reconsider that. Engineering and entrepreneurship are the key stones of a functioning society. Engineering invents new things and entrepreneurs turn those inventions into businesses that bring them to people. Without both, you don't have jobs, money, and well, prosperity! Chinese culture seems to understand this well, which is why they like Elon Musk and still drive Teslas as one of the few Western cars here. Anyway to continue, in this video I visited the Huawei store and I have to add a correction, because due to new Chinese regulation that requires car brands to fully own their manufacturing, Huawei has "officially" separated their car business, but in fact they still fully design the car, sell the car, and get most of the profit from it. They just can't call it a Huawei car anymore Huawei is interesting because they produce everything, phones, tablets, watches, laptops, and, well indirectly, EV cars too A similar brand is Xiaomi, who actually do own the manufacturing of their EV, and their EV is one of the fastest growing in sales in China It's a real slap in the face for the West I feel that Apple, the creator of the iPhone, wasn't able to produce a car and cancelled their car project, when many of the Chinese phone companies are producing their own cars now with relative ease Of course the iPhone is produced in China, and manufacturing is in China, so being closer to the manufacturing physically, it must have been easier to design a car, than try to do it remotely from Apple's office in Cupertino But it does seem significant that we couldn't do this While I'm writing this the news comes in that Germany's car and greater manufacturing industry is tanking, their energy costs have gone up 2-3x due cutting off the Russian gas, and they've simply become too expensive overnight Germany's car industry, the historical center of car production in the world with BMW, Mercedes-Benz, Audi and Volkswagen, has started laying off 100,000+ employees and scaling down their production due to declining sales, which are a direct result of the competition from China offering cheaper, more advanced EVs with better software than the Germans And I mean you can feel it, I walk around in EV car stores here and the cars look great, the interior looks modern, the software is miles ahead of the clunky interfaces of German cars, most EVs here have a little cute robot on the dashboard that you talk to, so you never have to touch the screen anymore to do anything, like "switch on the wipers" or "route me to my hotel" etc. The EVs here honestly do not feel cheap, they're well built and comfortable Europe has tried to stop the rise of the Chinese EVs in the European market with a 45% tariff, but even with that tariffs, many Europeans still prefer to buy Chinese EVs over others, and they're still cheaper than the German cars! The US went further with a 100% tarrif, and that stopped them from being sold mostly in the US because it's not profitable anymore for the Chinese One thing I have to add which you probably know is that the Chinese government does heavily subsidize their EV industry (with about $230B+ in the last decade), it's not a secret and their subsidies do not compare to the ones the US and EU provide for their industries, which gives Chinese EV companies the (unfair) advantage to produce them at a discount and sell them abroad cheaper, which is exactly why the EU and US put tariffs on them Even with the subsidies, the engineering and production and software is impressive and feels very modern, I'm a Tesla fan, own a 2025 Tesla Y, but the Chinese EVs feel and look more modern to me. They usually have more screens, more features etc. There's real innovation happening here it feels like And that's kinda the conclusion you get being in China with every industry, they've already by far departed from being cheap clones of Western products, they're now at the next stage of adding their own features and ideas, which is what we always criticize Chinese on "they're not creative", well they are creative, they just start from the point where Western products are now, and then start innovating from there (instead of starting from scratch fully, I mean, why would they?) If you ask Grok how does the future of the Western car industry look like, especially the European/German ones, it's pessimistic. The only positive it can find is that maybe European brands can focus on premium and exclusivity. Like they do with Hermes hand bags, but then do the same with cars. BMW and Mercedes-Benz are of course luxury brands and they could survive by remaining premium and make money that way. But the regular middle and low end of car production in Europe (and America?) will most probably be wiped out and replaced by the Chinese I think That is if the Americans and Europeans will keep allowing them into their markets But even if they don't, the Chinese are happily going to the rest of the world like South America, the Middle East or the rest of Asia where you see BYDs literally everywhere As a European this does feel bittersweet, but then again we've all been shouting from the roof tops for years that this would happen if you didn't create a pro-business climate where startups would sprout, so now it's kinda "I told you so"

@levelsio

595,744 views • 8 months ago

.Dave Smith gets absolutely destroyed in this exchange by .Douglas Murray. The first hour and a half was pretty boring and to be honest I agreed with Dave Smith more than Douglas Murray, but even they were pretty much agreeing. It wasn’t till they started talking about Israel where Murray puts on a master class in knowing your shit vs talking out of your ass. This is the problem with all these arm chair quarterbacks speaking about what’s going on in Israel like they know what they’re fuckin talking about. As Douglas rightly points out, Dave has never even been to the region. His entire viewpoint on this subject is based on Al Jazeera, Pallywood, and a bunch of other retards who think they know what the fuck is going on. Now, before you even try to say it’s the same as what I do, let me say a couple things. I am planning to go to Israel, but life got in the way, it will be soon. Also, I don’t need to go there to get my point across because I don’t argue for the Israeli government, I simply want ALL terrorists 86’d from life and I support whoever does it. The reason I can take that position without traveling to the Middle East, is because I have a vivid memory of 9/11. I also support the LAND of Israel and the people who belong there, which coincidentally, are the Jews. Dave is a virtue signaling propagandist trying to pull on your heart strings because he fell for a psy op. If he gave a fuck about kids he would constantly be talking about all the other atrocities around the world that happen on a daily basis. Way more kids die at the hands of radical Islam every year than at the hands of Israel in this entire conflict. Ukraine has killed more civilians in their counter offensive. It’s cherry picking bullshit because they’re simply fucking ignorant. Douglas isn’t, he’s a real journalist and Dave is out of his fucking depth here. Real disappointed in Joe Rogan for the 2 on 1 style of moderating also. Got about a half hour left, gonna finish watching Murray wipe the floor with him.
2:42

.Dave Smith gets absolutely destroyed in this exchange by .Douglas Murray. The first hour and a half was pretty boring and to be honest I agreed with Dave Smith more than Douglas Murray, but even they were pretty much agreeing. It wasn’t till they started talking about Israel where Murray puts on a master class in knowing your shit vs talking out of your ass. This is the problem with all these arm chair quarterbacks speaking about what’s going on in Israel like they know what they’re fuckin talking about. As Douglas rightly points out, Dave has never even been to the region. His entire viewpoint on this subject is based on Al Jazeera, Pallywood, and a bunch of other retards who think they know what the fuck is going on. Now, before you even try to say it’s the same as what I do, let me say a couple things. I am planning to go to Israel, but life got in the way, it will be soon. Also, I don’t need to go there to get my point across because I don’t argue for the Israeli government, I simply want ALL terrorists 86’d from life and I support whoever does it. The reason I can take that position without traveling to the Middle East, is because I have a vivid memory of 9/11. I also support the LAND of Israel and the people who belong there, which coincidentally, are the Jews. Dave is a virtue signaling propagandist trying to pull on your heart strings because he fell for a psy op. If he gave a fuck about kids he would constantly be talking about all the other atrocities around the world that happen on a daily basis. Way more kids die at the hands of radical Islam every year than at the hands of Israel in this entire conflict. Ukraine has killed more civilians in their counter offensive. It’s cherry picking bullshit because they’re simply fucking ignorant. Douglas isn’t, he’s a real journalist and Dave is out of his fucking depth here. Real disappointed in Joe Rogan for the 2 on 1 style of moderating also. Got about a half hour left, gonna finish watching Murray wipe the floor with him.

The Misfit Patriot

177,434 views • 1 year ago

Congrats to EloShapes.com on their launch! On a similar note, is out of beta and available to the public. A lot of you have been asking me what my plan is now that EloShapes is also doing 3D scans... the answer is: nothing changed! I think that competition is good. I'm a mouse nerd and a LONG TIME EloShapes user, so the more options I get as a user, the better. I really think that my vision and EloShapes, though, is fundamentally different. I've had the domain for FMM for years, I have a much larger platform in mind compared to what I built so far. The 3D scans are the necessary step for my vision, not the end goal: they never were. I am also very proud of the fact that I've been able to scan at least 5 mice in full color EVERY DAY with my own pipeline, and I think I will easily have almost full coverage of the mice people would want on the website within months. Check the video for the mice I've added in just the last few days, all textured. Apart from some of the features I've mentioned before (like the virtual hand/grip), FMM is meant to be kind of a "MyAnimeList" for mice, so that you can share your profile, like this: and then later on leverage this curated list of mice you build for yourself to be shown even more mice you might like. FMM is also a tool for reviewers and anyone that wants to share their opinions on mice. Links like this: allow you to easily share your specific points about a mouse via the annotations, viewpoint sharing and measurements. And of course, as I've said since the beginning, I will use FMM to centralize all my hard testing about sensors, dpi, and such, so that you'll be able to find EVERYTHING about a mouse, including the raw results of my standardized sensor implementation testing. So, with this said, I will keep scanning as many mice as possible and adding as many features as possible until FMM becomes what I envisioned so long ago. Join my discord if you want to keep up! I hope you'll all give it a try! Ciao!
1:45

Congrats to EloShapes.com on their launch! On a similar note, is out of beta and available to the public. A lot of you have been asking me what my plan is now that EloShapes is also doing 3D scans... the answer is: nothing changed! I think that competition is good. I'm a mouse nerd and a LONG TIME EloShapes user, so the more options I get as a user, the better. I really think that my vision and EloShapes, though, is fundamentally different. I've had the domain for FMM for years, I have a much larger platform in mind compared to what I built so far. The 3D scans are the necessary step for my vision, not the end goal: they never were. I am also very proud of the fact that I've been able to scan at least 5 mice in full color EVERY DAY with my own pipeline, and I think I will easily have almost full coverage of the mice people would want on the website within months. Check the video for the mice I've added in just the last few days, all textured. Apart from some of the features I've mentioned before (like the virtual hand/grip), FMM is meant to be kind of a "MyAnimeList" for mice, so that you can share your profile, like this: and then later on leverage this curated list of mice you build for yourself to be shown even more mice you might like. FMM is also a tool for reviewers and anyone that wants to share their opinions on mice. Links like this: allow you to easily share your specific points about a mouse via the annotations, viewpoint sharing and measurements. And of course, as I've said since the beginning, I will use FMM to centralize all my hard testing about sensors, dpi, and such, so that you'll be able to find EVERYTHING about a mouse, including the raw results of my standardized sensor implementation testing. So, with this said, I will keep scanning as many mice as possible and adding as many features as possible until FMM becomes what I envisioned so long ago. Join my discord if you want to keep up! I hope you'll all give it a try! Ciao!

bardOZ (Giovanni Laerte Frongia)

25,920 views • 4 months ago

Éric Rohmer explains why he didn't like his movies being screened at crowded theaters: "If it depended only on me, instead of attracting people to my films, I would try to drive them away. I would tell them the films are more difficult than they really are, because I don’t like to deceive people, I like to show my films to people who can appreciate them. I’m not interested in the number of spectators. Having said that, it’s true that a film is a commercial undertaking and ought to recover its costs. But as my films don’t cost much, I don’t think I need a very large audience, and I’ve always thought that they should be shown in theaters that aren’t too big. The intimate character of my films doesn’t suit a theater or an audience too large for them. And I don’t think they are suited to a mass reaction or a collective reaction. It’s better if the spectator feels he is experiencing a completely personal reaction to it. Each reaction should be unique, individual, and different. I think the film is enjoyed better if the spectators aren’t sitting too near one another, if the theater isn’t too full, and they don’t know each other. Then each has a different reaction. That’s better than a theater where there’s a uniform reaction. I don’t like watching one of my films in public and it distresses me if everyone laughs in the same place, as my film wasn’t made with that in mind. I didn’t write something just to make everyone laugh at the same time. It’s all right if someone smiles, but it shouldn’t happen at exactly the same place in the film. Perhaps this is because my films are more like reading than like watching a spectacle; they are made more to be read like a book than seen like something on the stage. So it distresses me to see a collective reaction." (Éric Rohmer's interview with Éric Rohmer, 1971) Clip from: La collectionneuse (1967) Director: Éric Rohmer
2:04

Éric Rohmer explains why he didn't like his movies being screened at crowded theaters: "If it depended only on me, instead of attracting people to my films, I would try to drive them away. I would tell them the films are more difficult than they really are, because I don’t like to deceive people, I like to show my films to people who can appreciate them. I’m not interested in the number of spectators. Having said that, it’s true that a film is a commercial undertaking and ought to recover its costs. But as my films don’t cost much, I don’t think I need a very large audience, and I’ve always thought that they should be shown in theaters that aren’t too big. The intimate character of my films doesn’t suit a theater or an audience too large for them. And I don’t think they are suited to a mass reaction or a collective reaction. It’s better if the spectator feels he is experiencing a completely personal reaction to it. Each reaction should be unique, individual, and different. I think the film is enjoyed better if the spectators aren’t sitting too near one another, if the theater isn’t too full, and they don’t know each other. Then each has a different reaction. That’s better than a theater where there’s a uniform reaction. I don’t like watching one of my films in public and it distresses me if everyone laughs in the same place, as my film wasn’t made with that in mind. I didn’t write something just to make everyone laugh at the same time. It’s all right if someone smiles, but it shouldn’t happen at exactly the same place in the film. Perhaps this is because my films are more like reading than like watching a spectacle; they are made more to be read like a book than seen like something on the stage. So it distresses me to see a collective reaction." (Éric Rohmer's interview with Éric Rohmer, 1971) Clip from: La collectionneuse (1967) Director: Éric Rohmer

DepressedBergman

57,936 views • 1 month ago

Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?
1:33

Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?

Ricardo

2,973,582 views • 3 months ago

This is where I have to share my raw feelings about Rivian software currently on R1. The software experience they have created is good. It’s their own, with their software stack that they control. With that said, we have to stop making excuses for longstanding bugs. Like Quinn Nelson had posted about long ago, having to do multiple Resets, logins and out to get core functionality to work is not the experience we should be having. I know Rivian and Wassym do not want this. I also know they are working on R2 stuff as well. As a person who has spent real money on 4 Rivian’s with 3 R2 reservation between me and hubby, we are huge fans. Have helped many become Rivian owners as well. But the long outstanding bugs are starting to boil over. It’s dragging the software reliability down. Apple Music has been in Rivian vehicles for just about 2 years now. We are past the stage of it being “new”. Spatial Audio is a key music feature, and for me, and plenty of others, you have to turn that off sometimes just to get music to play. I shouldn’t have to do that. Plus, you can’t change that feature while the vehicle is in drive. So then you have to pull over and fiddle with it just to get it work and sometimes it doesn’t. Rivian assistant can’t do it either. Among other issues, like HVAC preconditioning, unstable cabin temps, GPS locking issues, profile switching not getting right or switching profile after the driver has gotten in, mobile app live activities not functioning properly, and more. The live activities is important, because we don’t have a notification for charging start stop/complete except for charging complete on DCFC, so on a level 2 charger, I don’t know if there is an issue with charging if the live activities don’t appear. Same for HVAC if it’s not showing up I have to keep opening the app to check to see what the temperature is. If you aren’t going to push me a notification that the cabin is at the temp I selected in favor of the live activities, then the live activities has to work. I could go on, but I really love my Rivian. I love the brand, I love what they want to do. And I think R2 is going to change the market for most things, but I want their focus to be on software and stability. Focus on polish, focus on features that many people want, don’t over complicate those things. Example, valet mode should be here by now that locks down speed acceleration and access to certain parts of the vehicle. Basic Pin to drive, not the multi factors drive one that depends on your phone and vehicle having an internet connection. Speedy, clean, stable software is always a win. I know Wassym Bensaid and plenty of others at Rivian can do this. We have seen it before and seen what they can do. The YouTube app is by far the best app they have added. I haven’t had any issues with it. It’s responsive, and works. Everything needs to work like that across the board. Please guy let me help in anyway I can, I just want the best for you and the community and customers. Let’s focus on that. I know some will see this as a complete complaining post but it’s not. It’s a plead to make the experience better for everyone and making the Rivian software the best software it can be.
12:47

This is where I have to share my raw feelings about Rivian software currently on R1. The software experience they have created is good. It’s their own, with their software stack that they control. With that said, we have to stop making excuses for longstanding bugs. Like Quinn Nelson had posted about long ago, having to do multiple Resets, logins and out to get core functionality to work is not the experience we should be having. I know Rivian and Wassym do not want this. I also know they are working on R2 stuff as well. As a person who has spent real money on 4 Rivian’s with 3 R2 reservation between me and hubby, we are huge fans. Have helped many become Rivian owners as well. But the long outstanding bugs are starting to boil over. It’s dragging the software reliability down. Apple Music has been in Rivian vehicles for just about 2 years now. We are past the stage of it being “new”. Spatial Audio is a key music feature, and for me, and plenty of others, you have to turn that off sometimes just to get music to play. I shouldn’t have to do that. Plus, you can’t change that feature while the vehicle is in drive. So then you have to pull over and fiddle with it just to get it work and sometimes it doesn’t. Rivian assistant can’t do it either. Among other issues, like HVAC preconditioning, unstable cabin temps, GPS locking issues, profile switching not getting right or switching profile after the driver has gotten in, mobile app live activities not functioning properly, and more. The live activities is important, because we don’t have a notification for charging start stop/complete except for charging complete on DCFC, so on a level 2 charger, I don’t know if there is an issue with charging if the live activities don’t appear. Same for HVAC if it’s not showing up I have to keep opening the app to check to see what the temperature is. If you aren’t going to push me a notification that the cabin is at the temp I selected in favor of the live activities, then the live activities has to work. I could go on, but I really love my Rivian. I love the brand, I love what they want to do. And I think R2 is going to change the market for most things, but I want their focus to be on software and stability. Focus on polish, focus on features that many people want, don’t over complicate those things. Example, valet mode should be here by now that locks down speed acceleration and access to certain parts of the vehicle. Basic Pin to drive, not the multi factors drive one that depends on your phone and vehicle having an internet connection. Speedy, clean, stable software is always a win. I know Wassym Bensaid and plenty of others at Rivian can do this. We have seen it before and seen what they can do. The YouTube app is by far the best app they have added. I haven’t had any issues with it. It’s responsive, and works. Everything needs to work like that across the board. Please guy let me help in anyway I can, I just want the best for you and the community and customers. Let’s focus on that. I know some will see this as a complete complaining post but it’s not. It’s a plead to make the experience better for everyone and making the Rivian software the best software it can be.

Tyrone Holland🚀🧑🏽‍💻

51,082 views • 3 months ago

🐻‍❄️ Last year I was diagnosed with myocarditis. Since it’s a heart condition, it wasn’t something minor or easygoing. If I had gone to the doctor later than I did, I might not even be here now. At the time, I just felt unwell overall. Luckily, I went to the hospital in time and they found it early enough. Back then, my hearing in my left ear dropped. It felt muffled and tight, then my heart started racing. On March 4, I had slept very little and also drank a lot of green tea. Suddenly my heart started fluttering again. It felt exactly like before, and it happened right around the one-year mark. About two weeks before the concert, my left ear also went out, and I had a bit of vertigo too. It felt very similar to last time, so I got worried and went to see a doctor. After the checkup, they did not find anything clearly specific, so the doctor told me to rest more. The symptoms got better, but my hearing still has not fully returned. My ear still feels blocked, like there is a wall in front of it. I cannot hear clearly on that side, so I have to rely more on the other ear instead. Right now I am monitoring the symptoms for a month. It seems like when I do not get enough rest, blood flow may not be reaching my ear properly. I feel upset with myself because last time I went to the doctor too late due to carelessness. So now I have to take better care of myself than before. If I feel unwell, I go to the doctor right away. Lately, I have also been finding it harder to sleep. It is not like one or two years ago, when I could fall asleep easily. Now, even if I do fall asleep, once I wake up, I cannot go back to sleep again. Right now we are filming A Dog and A Plane, but P’Tay is currently in Paris for Fashion Week, so filming is on pause and I get to rest for a bit, which is fortunate. As for today, I came to work. The hearing loss in my left ear has not really affected my work. I can still hear, just much less than before, but I can still understand what people are saying. I really want to recover soon because I feel like it is harder to keep my balance. It feels strange, like something is blocking on my left side. It feels blocked and muffled, hard to explain. I will keep monitoring it, so please do not worry. I will recover as soon as I can and I will rest more. I have sleeping pills now, but they do not help that much. I still wake up anyway. I will take good care of myself and get better soon, so please do not worry. NEWWIEE AT SUMMER THE MALL BANGKAPI #THEMALLSUMMER2026xNEWWIEE #Newwiee
5:49

🐻‍❄️ Last year I was diagnosed with myocarditis. Since it’s a heart condition, it wasn’t something minor or easygoing. If I had gone to the doctor later than I did, I might not even be here now. At the time, I just felt unwell overall. Luckily, I went to the hospital in time and they found it early enough. Back then, my hearing in my left ear dropped. It felt muffled and tight, then my heart started racing. On March 4, I had slept very little and also drank a lot of green tea. Suddenly my heart started fluttering again. It felt exactly like before, and it happened right around the one-year mark. About two weeks before the concert, my left ear also went out, and I had a bit of vertigo too. It felt very similar to last time, so I got worried and went to see a doctor. After the checkup, they did not find anything clearly specific, so the doctor told me to rest more. The symptoms got better, but my hearing still has not fully returned. My ear still feels blocked, like there is a wall in front of it. I cannot hear clearly on that side, so I have to rely more on the other ear instead. Right now I am monitoring the symptoms for a month. It seems like when I do not get enough rest, blood flow may not be reaching my ear properly. I feel upset with myself because last time I went to the doctor too late due to carelessness. So now I have to take better care of myself than before. If I feel unwell, I go to the doctor right away. Lately, I have also been finding it harder to sleep. It is not like one or two years ago, when I could fall asleep easily. Now, even if I do fall asleep, once I wake up, I cannot go back to sleep again. Right now we are filming A Dog and A Plane, but P’Tay is currently in Paris for Fashion Week, so filming is on pause and I get to rest for a bit, which is fortunate. As for today, I came to work. The hearing loss in my left ear has not really affected my work. I can still hear, just much less than before, but I can still understand what people are saying. I really want to recover soon because I feel like it is harder to keep my balance. It feels strange, like something is blocking on my left side. It feels blocked and muffled, hard to explain. I will keep monitoring it, so please do not worry. I will recover as soon as I can and I will rest more. I have sleeping pills now, but they do not help that much. I still wake up anyway. I will take good care of myself and get better soon, so please do not worry. NEWWIEE AT SUMMER THE MALL BANGKAPI #THEMALLSUMMER2026xNEWWIEE #Newwiee

WittySmirK

77,016 views • 6 months ago