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Elon’s dropping wisdom on the podcast: Psychedelics might boost mental wellbeing! 📷📷 Let’s tap into that cosmic energy with #PsychedelicHealing #DepressionAndAnxietyAwareness #psychedelictrance #psychedelic #elonmusk #elon #ptsdrecovery #podcasts

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“Elon’s the best in the world at atoms, & I think atoms are gonna be a decisive factor in the AI race. The way Elon Musk builds companies is different than other people He builds up potential energy, & then he converts that potential energy into kinetic energy ..it’s kind of crazy to me that people don’t understand the pattern yet.” - Tesla: builds gigafactories for ~5 years with no output → suddenly millions of cars - SpaceX: nearly a decade from Falcon 9 to reusability → Starlink everywhere - Starship: ~$0 revenue today → “about to be an unbelievable amount” - xAI: building the biggest coherent training clusters in the world → monetization later Shaun Maguire (Shaun Maguire), Partner at Sequoia Capital Potential = building factories, rockets, compute, & infrastructure before monetization Kinetic = converting that built capacity into massive real-world output & revenue Shaun & Sequoia have backed 5 of Elon's companies: SpaceX, xAI, Neuralink, The Boring Company, & X. . . . "I just—I think xAI is gonna— Elon’s the best in the world at atoms, and I think atoms are gonna be a decisive factor in the AI race. And the way Elon builds companies is different than other people. He builds the way I describe it is: he builds up potential energy, and then he converts that potential energy into kinetic energy. Whereas a lot of other companies, whenever they have potential energy, they’re just immediately converting it into kinetic energy. Elon builds gigafactories that are not producing any cars or revenue for like five years, and then immediately start making, you know, a million cars. And they’ve spent almost a decade getting from Falcon 9 to Falcon 9 reusable, and then very quickly they get Starlink going. Now they’ve been spending almost a decade on Starship, and it’s like zero dollars of revenue from Starship today—but it’s about to be an unbelievable amount. With xAI, they’ve been building the biggest coherent training clusters in the world, and they’re just not really focused on monetizing them right now. And it’s kind of crazy to me that people don’t understand the pattern yet. And it’s not to say that I’m bearish on the other foundation model companies— I just think xAI is gonna shock people with the scale that it gets to quickly. But I’m bullish on all of them."

Molly O’Shea

134,420 次观看 • 6 个月前

Elon Musk just weaponized gravity. The entire trucking industry has a physics leak bleeding billions. Musk just sealed it. Most people look at the Tesla Semi and see a cleaner diesel. A truck that swapped a gas tank for a battery. That is a complete misread of the physics. Musk: “Let’s say you’re going over a mountain range. In a diesel truck, you actually don’t capture the energy of height or potential energy.” For a century, freight has fought gravity twice on every mountain. A diesel truck burns thousands of dollars in fuel clawing its way to the peak. It arrives at the summit loaded with enormous gravitational potential energy. And what does it do with that energy? It throws it away as heat. Musk: “You have to actually spend a lot of money on expensive brakes going down the other side so you don’t run out of control.” Diesel burns twice. Fuel going up. Hardware coming down. A century of logistics, and the descent was never anything but a cost to be survived. The Tesla Semi doesn’t survive the descent. It harvests it. Musk: “An electric semi truck is able to recapture the gravitational potential energy and in fact puts the energy back in the pack.” Regenerative braking doesn’t just slow the truck. It converts 80,000 pounds of downhill momentum into raw electricity flowing back into the battery. The mountain stops being an obstacle. It becomes a power plant. Here is the thermodynamic reality the market is missing. Diesel is closed on the descent. There is no version of a combustion engine that turns downhill momentum back into liquid fuel. It is structurally impossible. Electric is open in both directions. The same system that spends energy to climb gets paid on the way down. Wall Street keeps pricing the Tesla Semi on a cost-per-mile comparison. Kilowatts versus gallons. They are solving the wrong equation. You cannot win a price war against a machine that bills the planet for its own fuel.

Dustin

747,452 次观看 • 4 个月前

"I think that xAI is severely underrated" "It just kind of blows my mind that people don’t understand how fast the company is moving." "xAI is gonna shock people with the scale that it gets to quickly." "With xAI, they’ve been building the biggest coherent training clusters in the world, & they’re just not really focused on monetizing them right now." Shaun Maguire (Shaun Maguire), Partner Sequoia Capital Elon Musk (Elon Musk) . . . "I think that xAI is severely underrated and it makes sense—their revenue scale compared to OpenAI, Anthropic, Google is obviously much smaller—but it just kind of blows my mind that people don’t understand how fast the company is moving. Yeah. And you just have to look at the derivatives of progress, and then also just look at the bottlenecks. I believe the bottleneck at least is gonna be power. And even if you have the best model in the world, if you can only deliver it to 1% of the market or 2% of the market demand, you’re heavily limited in your growth rate and expansion opportunities. I just think xAI is gonna—like Elon’s the best in the world at atoms, and I think atoms are gonna be a decisive factor in the AI race. And the way Elon builds companies is different than other people. He builds the way I describe it is: he builds up potential energy, and then he converts that potential energy into kinetic energy. With xAI, they’ve been building the biggest coherent training clusters in the world, and they’re just not really focused on monetizing them right now. And it’s kind of crazy to me that people don’t understand the pattern yet. And it’s not to say that I’m bearish on the other foundation model companies. I just think xAI is gonna shock people with the scale that it gets to quickly. But I’m bullish on all of them. Like, I’m bullish on The Boring Company, I’m bullish on Neuralink. Tesla’s a public company so I have no comment on Tesla. But literally insanely bullish on all of them."

Molly O’Shea

197,995 次观看 • 6 个月前