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Elon Musk gave a VERY thoughtful response when asked about tariffs and why the US needs to be extremely careful - here was his warning: "I think you need to be careful with tariffs. I deal a lot with supply chain issues, like the global automotive supply chain for...

447,741 просмотров • 1 год назад •via X (Twitter)

Комментарии: 11

Фото профиля adl0107 🇺🇸
adl0107 🇺🇸1 год назад

U.S. Government: 1 person rowing, 8 persons trying to steer in different directions. Problem.💯💯💯

Фото профиля Triple Net Investor
Triple Net Investor1 год назад

Not just the US government but most US corporations as well

Фото профиля The Washington Post
The Washington Post1 год назад

Here’s what could get more expensive with Trump’s new tariffs.

Фото профиля my FIN twit
my FIN twit1 год назад

If only Elon was around Trump to influence him.

Фото профиля Triple Net Investor
Triple Net Investor1 год назад

I do think Elon played a part in Trump's decision to back off from his proposed tariffs quickly

Фото профиля jpl
jpl1 год назад

Elon makes a good point. But to play devil's advocate, if Trump merely threatened future tariffs, the response from many CEOs would be to try to reverse, minimize, delay, etc rather than use the time to relocate the supply chain. Guaranteed.

Фото профиля Triple Net Investor
Triple Net Investor1 год назад

There's a method to Trump's madness but causing chaos to the global financial system is generally a net negative, regardless of the desired goal/outcome

Фото профиля DawgDynasty
DawgDynasty1 год назад

The scary part is he had to have explained this to Trump and trump did it anyway.

Фото профиля Memory Trees
Memory Trees1 год назад

Trump should listen to Elon, instead of Navarro & Lutkin.

Фото профиля David
David1 год назад

Trump, every day creates fear and chaos in the markets. Trump is going to give us another "Great Depression".

Фото профиля Triple Net Investor
Triple Net Investor1 год назад

If there's one thing I will give Trump credit for is his ability to pivot quickly when things aren't going the way he anticipated - he's shown this over the last several days

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Barry Sternlicht recently gave a VERY insightful interview about tariffs and what it means for real estate prices - what he said is troubling: "The promotion of American manufacturing is a great idea, but we are not a manufacturing nation... We only have 13 million jobs of 160 million in manufacturing, and we're running a 4% unemployment rate. So I'm not sure who's going to work in all these factories. We're going to need some really quick efforts from Musk and Zuckerberg in robotics to actually build, have people work in these factories. Americans don't want to do that. That's not the jobs that they're interested in taking today... I think the tariffs are super complicated... I do think the focus should be on China. We run a $250 billion trade deficit with China... China is [the] second largest economy in the world with a fixed currency. And that alone is not right. That currency should go up and down with trade flows like every other major currency. So you start there. And I don't think the tariffs are tactical. And the if you put them in place, as [Trump] just did with steel tariffs, American companies will raise prices. So it is very inflationary. And for real estate, it's really bad. [For example] we need [Canada's] lumber. Or we can chop down our own trees but it's a bad thing. We run an equal trade deficit with Canada other than oil but we use their oil... if we don't buy it, they're going to ship it to Asia. For existing owners [of real estate], it's good because to build a new building will be more expensive. So the existing office stock, the existing apartment stock is going to be worth more. But it's bad because the numbers won't work to create new [buildings]. You won't be able to build anything. We already have a four to five million unit housing shortage... And you're seeing it in the sentiment of the builders that they're nervous. Everyone's a little nervous."

Triple Net Investor

177,868 просмотров • 1 год назад

Austen Allred on Gauntlet AI: "We're very up front that we're 80 to 100 hours a week. If you think that that's a terrible idea, please don't come." "We're in Austin, all right? That's a sacrifice for a lot of people. If you don't think like coming to Austin for 100 hours a week and jamming on AI unpaid and just building stuff to figure out how much you can learn and hopefully getting a job on the other side... if you don't think that's awesome, that's totally fine. Please don't come." "There are some psychos out there that think that that's a good time. We wanna collect all those psychos. So come all, come all ye crazy people. And if that's not for you, that's okay." "There are companies that come to us and say, "Hey, we want, you know, 100 engineers that are going to sit in our division of printer drivers and sit there." And I'm like, "They would kill themselves." The people that are coming to Gauntlet would not do that. And so we turn companies down too." So we know who we are, we know what we stand for. You know, it helps that I'm one of those people that would've loved that. So is Ash Tilawat, and so is everybody else that works at Gauntlet. "So it's not hard for us to find other crazy people like ourselves. And that doesn't have to be you. That's okay." "We're not trying to empire build or solve all of humanity's greatest problems. We know that there's a limit to who we're addressing and what we're addressing at any given time." "So our goal is to be the best thing we can possibly be for that weird island of misfits. And for the companies that need a weird island of misfits, we'll be that all day long."

Ben Averbook

12,153 просмотров • 9 месяцев назад

“You're not entitled to get what you want. I love you. You're entitled to earn what you're willing to go work for. And that's true in our families, in our parenting, in our marriage, in our companies, in society. If we want it, go earn it. If that's positivity, have positivity. I think and I am a positive person. I am jacked. I am excited. Obviously, you can feel my energy through technology here, I hope. Frankly, think positive people just need to get a lot stronger. I really do. I mean, I don't want to call them weak because people hear that differently but it kind of is. Look, if you want that positivity to stick, you’ve got to get tougher. Not sacrifice your love and your care and your empathy, but you got to get tough. And then we have to figure out how to love the people who are cynical because I don't think there's a ton of bad people in the world and I don't think there's a ton of bad people on teams. But I do think there are people who've been burned out. I do think there are people who have been through things in their lives. They've been through things in their company. They're experiencing stuff somewhere else. For whatever reason, they just kind of got run down and cynical and negative, or whatever. Or they're just wired a little different than we are. And I don't to hate on those people. I want to win those people. They don't have to be like me. They don't have to have my energy. But I want those people on my team. I want to love those people. And if eventually they choose that they don't believe in the same things that I believe in, I want to make it really clear and obvious that they don't want to be on this team because we're not about that. You know what I'm saying? I want it to be very easy, obvious, that, ‘Hey I should not be on this team. Because this team is full of very positive people who have great energy and talk to people, not about them.’ And we solve problems. We don't complain. We don't get defensive. We're real. I recognize I'm imperfect and I'm vulnerable to show you that about me. I want to be on that kind of a team. And if there's somebody who doesn’t believe in that stuff, I want to make it really easy for them to say, ‘Look, I don't want to be on this team. I don't wanna live like you guys live. I don't want do what you guys do.’ And then I really hope that that person leaves us and goes and joins our competitor.”

Brian Kight

38,031 просмотров • 1 год назад

FULL TRANSCRIPT OF ELON'S CYBERCAB AND ROBOVAN PRESENTATION 00:00 Welcome 01:16 Cybercab & Future of transportation 04:33 Cost 05:53 Timeline 07:13 Self-driving technology 10:05 Inductive charging 10:24 The cities of the future 11:04 Robovan 12:13 Optimus Welcome Welcome to the We, Robot party. We have quite a show for you tonight. I think you're going to like it. As you can see, I just arrived in the Robotaxi, the Cybercab. And there's 20 more where that came from. So they've been traveling, there's no people in them. As you can see, the car is just going by with no people. We have 50 fully autonomous cars here tonight. So you'll see model Y's and the Cybercabs, all driverless. You'll be able to take a ride in the Cybercab. There's no steering wheel or pedals. So I hope this goes well, we'll find out. You see a lot of sci-fi movies where the future is dark and dismal, where it's not a future you want to be in. So, you know, I love Blade Runner, but I don't know if we want that future. We want that duster he's wearing, but not the bleak apocalypse. We want to have a fun, exciting future that, if you could look in a crystal ball and see the future, you'd be like, yes, I wish I could be there now. That's what we want. Cybercab & Future of transportation So, when we think about transport today, there's a lot of pain that we take for granted, that we think is normal. Like having to drive around LA in 3 hours of traffic. Yeah, people that live in LA, I mean, you know, try to get from Pasadena to El Segundo during rush hour. You can fly to another city faster than you can get to LA. And you have to drive the whole way, unless you're in a Tesla. Of course, our Tesla already does quite well at this supervised self-driving. So, supervised full self-driving is actually working quite well. I'm sure there's people in the crowd who are using that. So, we'll move from supervised full self-driving to unsupervised full self-driving where the car, you could fall asleep and wake up at your destination. But there's also a challenge for a lot of people that cars cost too much. I mean, when you factor in everything that goes into a car and the car insurance and the car payments, storage of the car, it's very expensive. You say, like, how many hours a week are cars used? Your average passenger car is only used about 10 hours a week out of 168 hours. So, the vast majority of the time cars are just doing nothing. But if they're autonomous, they could be used, I don't know, five times more, maybe ten times more. So you could actually, for the same car, would have five times as much value, maybe ten times as much value. There's 168 hours in the week, and like I said, only ten of them are used for driving. And then, a bunch of those hours are looking for a parking spot, which can be pretty annoying at times. So, with autonomy, you get your time back. This is a very big deal. So it's not just, it'll save lives, like a lot of lives and prevent injuries. I think we'll see autonomous cars become ten times safer than a human. I mean, if you think of times past where there used to be an elevator operator in every elevator but once in a while, they get tired and accidentally shear somebody in half. Now, we have automated elevators. You just get an elevator and you press a button and you don't even think about it and it just takes you to the floor. And if you did see an elevator operator with a big relay switch, you'd be like, that's weird. That's how cars will be. And it's not just the lives saved in injuries, but if you think about the cumulative time that people spend in a car and the time that they will get back that they can now spend, well, I guess, on their phones or watching a movie or doing work or whatever you want to do you can think of the car in autonomous world as being like just little lounge. You're just sitting in a comfortable little lounge and you can do whatever you want while you're in this comfortable little lounge. And when you get out, you will be at your destination. So, yeah, it's gonna be awesome. Cost So, in fact, I think the cost of autonomous transport will be so low that you can think of it like individualized mass transit. The average cost of a bus per mile for a city, not the ticket price, because that is subsidized, but the average price is about a dollar a mile, whereas the cost of Cybercab we think probably over time, the operating cost is probably going to be around twenty cents a mile. Including taxes and everything else, it probably ends up being 30 or 40 cents a mile. And you will be able to buy one. And we expect the cost to be below $30,000. And I think there'll be an interesting business model where, let's say somebody is an Uber or Lyft driver today where they can actually sort of manage a fleet of cars and like, sort of manage, I don't know, 10, 20 cars and just take care of them. Like a shepherd tends their flock. You have a little flock of cars and you're the shepherd and you take care of your flock of cars. I think that would be pretty cool. I think it's going to be a glorious future. It's going to be really something special. Timeline We do expect actually to start fully autonomous unsupervised FSD in Texas and California next year. And that's obviously, that's with the Model 3 and Model Y. And then we expect to be in production with the Cybercab, which is really highly optimized for autonomous transport in probably, I tend to be a little optimistic with time frames, but in 2026. So, yeah, before 2027, let me put it that way. And we'll make this vehicle in very high volume. But well, before that, you will experience a robotic taxi via the Model 3 and Model Y program and model S and X, too. But the Model 3 and Y will achieve unsupervised full self-driving with permission, in wherever regulators essentially approve it. In the US, and then to follow outside the US. And Cybertruck, too. All our cars are basically, all cars that we make. Let's not get nuanced here. Self-driving technology One of the reasons why the computer can be so much better than a person is that we have millions of cars that are training on driving. It's like living millions of lives simultaneously and seeing very unusual situations that a person in their entire lifetime would not see. With that amount of training data, it's obviously going to be much better than what a human could be because you can't live a million lives. And it's also, it can see in all directions simultaneously and it doesn't get tired or text or any of those things. So, it will naturally be, like I said 10, 20, 30 times safer than a human, just for all those reasons. And I want to emphasize that the solution that we have is, AI and vision. So, there's no expensive equipment needed. The Model 3 and Model Y and S and X that we make today will be capable of full autonomy, unsupervised. And that means that our cost of producing the vehicle is low. Now, we are going to actually over-spec the computer for the Cybercab. So, our AI 5 computer will be somewhat over-spec'd because I think there's actually also an opportunity, sort of like an Amazon Web Services, where if the car is driving for 50 hours a week, there's still over 100 hours left and there's a potential there to have a massive amount of distributed inference compute, where if you've got like a fleet of 100 million vehicles and a kilowatt of efficient inference compute, you have 100 gigawatts of compute, which is really quite substantial. And if it's there, you might as well use it so that I think will make sense. So, our autonomous future is here. As I said, we've got 50 Teslas driving autonomously. We're trying to give you a sense of what cities will be like in the future. And when you get in, you'll see like, it's really quite a wild experience to just be in a car with no steering wheel, no pedals, no controls, and it feels great. So we have enough vehicles here, so everyone should be able to try it out and experience the set that we've built here. It's a very big set. So it's like really we've used I don't know, 20, 30 acres or something like that. It's really big. So, it goes on, the ride's long. And we set it up to feel like a ride, like a park ride. So, it'll be cool and you'll get to experience it tonight. Inductive charging Something we're also doing is and it's really high time we did this is inductive charging. So, the robotaxi has no plug. It just goes over the inductive charger and charges. So, yeah, it's kind of how it should be. The cities of the future One of the things that is really interesting is how will this affect the cities that we live in. And when you drive around a city, or when the car drives you around the city, you'll see there's a lot of parking lots. There's parking lots everywhere, parking garages. What would happen if you have an autonomous world is that you can now turn parking lots into parks. And so, from we're taking the inglot out of parking lot. You're welcome. So, there's a lot of opportunity to create green space in the cities that we live in. So, like, that would be quite fantastic. Robovan Oh, and also, what happens if you need a vehicle that is bigger than a Model Y? The Robovan. We're going to make this and it's going to look like that. Now, can you imagine going down the streets and you see this coming towards you? That'd be sick. So this can carry up to 20 people, and it can also transport goods. You can configure it for goods transport within a city. Or transport of up to 20 people at a time. The Robovan is what's gonna solve for high density. If you want to take a sports team somewhere or you're looking to really get the cost of travel down to, I don't know, 5, 10 cents a mile, then you can use the Robovan. One of the things we want to do, and we've seen this with the Cybertruck, is we want to change the look of the roads. The future should look like the future. Optimus Speaking of robots. Everything we've developed for our cars, the batteries, power electronics, the advanced motors, gearboxes, the software, the AI inference computer, it all actually applies to a humanoid robot. The same techniques. It's just a robot with arms and legs instead of a robot with wheels. We've made a lot of progress with Optimus. And as you can see, we started up with someone in a robot suit. And then, we've progressed dramatically, year after year. So, if you extrapolate this, you're really going to have something spectacular, something that anyone could own. So, you can have your own personal R2-D2-C3PO. And I think at scale, this would cost something like, I don't know, $20,000, $30,000, probably less than a car is my prediction, long-term. It'll take us a minute to get to the long term. But fundamentally, at scale, the Optimus robot, you should be able to buy an Optimus robot for, I think, probably $20,000 to $30,000, long-term. And what can it do? It'll basically do anything you want. It can be a teacher or babysit your kids, it can walk your dog, mow your lawn, get the groceries, just be your friend, serve drinks whatever you can think of, it will do. And, yeah, it's going to be awesome. I think this will be the biggest product ever of any kind, because I think everyone of the 8 billion people of Earth, I think everyone's going to want their Optimus buddy. And there's going to be maybe two. And then, they'll be producing products and services. I predict, actually, provided we address risks of digital superintelligence, 80% probability of good outcome, look on the bright side, the cup is 80% full, the cost of products and services will decline dramatically. And basically, anyone will be able to have any products and services they want. It will be an age of abundance the likes of which people have not, almost no one has envisioned. It will be something special. So now, one of the things we wanted to show tonight was that Optimus is not a canned video. It's not walled off. The Optimus robots will walk among you. Please, please be nice to the Optimus robots. You'll be able to walk right up to them and they'll serve drinks at the bar. I mean, it's a wild experience just to have humanoid robots and they're there, you're just in front of you. So yeah, with that, let's party!

Mario Nawfal

241,051 просмотров • 1 год назад

Elon Musk Exposes the "Corporate Terrorists" Controlling Half of Wall Street's Voting Rights Elon Musk: “I do think we've got a fundamental issue with corporate governance in publicly traded companies, where you've got about half of the stock market controlled by passive index funds, and most of them outsource their decision to advisory firms, particularly Glass Lewis and ISS.” “I call them corporate ISIS. They’re just terrorists.” “Glass Lewis and ISS control the vote of half the stock market.” “They own no stock in any of these companies.” “Now, if you're a political activist, you know what a great place would be to go work? ISS and Glass Lewis. And they do.” “You know where political activists go? They go where the power is.” “I think that this is a fundamental breakdown of fiduciary responsibility here.” “You know, the Tesla thing is, it's called sort of compensation, but really it's not about compensation.” “It’s not like I'm gonna go out and buy, you know, a yacht with it or something.” “It's just that if I'm going to build up Optimus and have all these robots out there, I need to make sure we do not have a Terminator scenario, and I can maximize the safety of the robots.” “I feel like I need to have something like a 25% vote, which is enough of a vote to have a strong influence, but not so much of a vote that I can't be fired if I go insane.” “But my concern would be creating this army of robots and then being fired for political reasons because ISS and Glass Lewis fire me effectively, even though I've done everything right.” @jason: “If you don't get that vote, if it doesn't go your way, it looks like it's going to, would you leave?” “I mean, is that even in the cards? I heard the board was very concerned about that.” Elon: “Let's just say I'm not going to build a robot army if I can be easily kicked out by activist investors.”

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