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Replying to @hubermanlab
"Success is determined by how precisely match your genuine curiosity to the work you do."
That's a great quote. I'll keep it in mind in the post-AGI phase of my life.
Phillip Forrence retweeted
Replying to @alexgibneyfilm
Oh, why not.
Haven't had a chance to watch the movie yet but have heard you on a couple of podcasts and find this line of criticism the most confusing.
It's not difficult to find employees across the companies who will talk at length about him making engineering decisions. I've seen this happen at Tesla, SpaceX and Neuralink firsthand.
Mostly, though, I tend to think of the companies as being built by the thousands of employees and as group engineering exercises. There are tons of choices that have to be made and things that have to be fixed and resources marshalled. The top end of these tasks has quite often fallen to Musk.
People had pretty much given up on electric cars until Tesla came along. You will argue that Martin and Marc had the idea for Tesla, which is fine. But it would not be a going concern without the engineering fixes that took place to finally get the Roadster over the line and then the tons of choices that turned the Model S into a very surprising success.
This totally revitalized the electric car industry and made it a thing again. It changed the automotive industry worldwide.
Many people made many engineering choices along the way. Musk included. There are just too many stories and anecdotes to deny this.
SpaceX is perhaps the most dramatic example. People had tried and failed to build a commercial rocket company before. They have tried and failed since. Blue Origin and SpaceX started almost the same year, but only one of the two companies has changed the dynamics of the worldwide aerospace industry and our access to space. Many people deserve credit for this, but it's hard to argue that Musk was not the driving force behind a great deal of what SpaceX has achieved. SpaceX had far less resources than Blue Origin.
The engineering accomplishments of SpaceX are pretty nuts. The US aerospace industry would be in terrible shape without them. We'd be unable to put humans in space, behind China on all fronts and very, very slow to do launches.
Space is one of the last manufacturing and engineering strongholds for the US. Is this entirely because of Musk? Certainly not. Did he push the company forward on engineering? Certainly yes.
Neuralink has a great, great deal still to prove. But it took products that were trapped in acamedia and advanced them dramatically. I would argue that this does not happen without the engineering pattern matching Musk has done across these other two industries. He pushed changes on semiconductor, materials, robotics and implant design.
It's important to ask all these other questions about his empire and power and his evolution over time. And you're a tremendous filmmaker.
This will no doubt come off as cheerleading. All I can say is that Elon and I have had a very tumultous relationship, and he's been plenty unkind to me at times. I don't really have a need to speak up here.
Me writing this comes more from a place of confusion than anything else.
The products are all very real, and there's a common denominator across them. It's difficult for me to see them as lucky accidents, particularly when rivals trying to do similar things have struggled so badly.
All of these things are so difficult to build. Like verging on impossible.
Why do you fixate on the engineering thing when there are so many other more real avenues to explore?
Phillip Forrence retweeted
I estimate around 10k cars needed to cover the entirety of the ridesharing market in Austin and 240,000 rider hours (10k cars x 24 hrs/day). This includes additional cars to cover for downtime/peaks in demand.
This assumes 0.065 cars/population on a metro population of 2.6M, with the average trip lasting 6 miles and the average ridesharing vehicle doing 150 miles/day.
So by this math, and since Tesla is operating 19 hrs/day (6AM to 1 AM), at 1051 vehicles, Tesla currently has a ~20k rider hours out of 240k rider hours, or 8% market share.
Phillip Forrence retweeted
More than 160 House Democrats are backing legislation that would bring back the federal EV credit.
Here's what in the bill proposal:
• Double the EV credit for new EV purchases from $7,500 to $15,000.
• Double the used EV credit from $4,000 to $8,000.
• Lower income thresholds for new EV tax credits:
- Married filing jointly: $225,000 (down from $300,000)
- Head of household: $169,000 (down from $225,000)
- Single filers: $112,500 (down from $150,000)
• This bill would make all these tax incentives permanent.
The legislation was introduced on October 22 and has been referred to House committees. It has not been passed into law and there is no guarantee it will become law.
Phillip Forrence retweeted
Anthropic’s S-1 shows inference revenue per megawatt nearly quadrupling in a year.
“Inference revenue per megawatt went from sixteen million last year to sixty plus currently, across the entire fleet. AI model businesses scale extremely well.”
“Revenue grew 1,368% year over year for the three months ended June 30, compared to compute and infrastructure expenses that grew 300% during the same period.”
“How much of that is Anthropic being geniuses versus market-wide efficiency? We’re seeing GB be 50x better than Hopper.”
“They have TPU, Trainium, NVIDIA GPU and AMD GPU all online. New hardware is always more performant, but you need the software to use it. Who’s got the best software? Probably the company with the top engineers and the best model.”
experimenting with a lil personal project: an AI-native macOS dock with custom modes (writing, building, etc.) to help me stay focused
my agent is able to customize mode behavior and add new modes, it uses jev to classify my activity + notifications in real time & act on them
Phillip Forrence retweeted
Most surprising line in the S-1:
“Anthropic's revenue from Fortune 500 customers paying $100K+ a year averaged under 0.1% of those customers' total expenses in the September 2026 quarter. Over half the Fortune 500 is in that group.”
Absolutely wild given ~$75b in revenue.
Phillip Forrence retweeted
Starting with soup before a meal led people to consume 20% fewer calories (even after counting the soup itself)
Phillip Forrence retweeted
Tesla just registered another 81 Cybercabs for its Robotaxi fleet, bringing the total number of Cybercabs registered to date to 546, according to the Texas DMV.
This means Tesla has now added nearly 200 Cybercabs to its robotaxi in just the last week alone.
Phillip Forrence retweeted
Today, in collaboration with Anthropic, we’re excited to share rapid initial progress towards an antibody treatment for food allergy, which affects over 200 million people worldwide, discovered with the help of Claude.
At Divergence Labs, we believe that AI can unlock the next generation of antibody therapeutics with more effective mechanisms than before. Such mechanisms are urgently needed in food allergy, which involve overcoming one of the tightest affinity protein pairs in immunology, IgE and its receptor FcεRI, on mast cells.
Treatment with Xolair—the only approved antibody for food allergy—sequesters circulating IgE, but mast cells remain sensitized for weeks to months due to the extraordinarily slow dissociation of IgE from FcεRI.
We envision a treatment that actively pulls IgE off of FcεRI, without waiting for natural dissociation. Like picking a lock, this requires the right combination of geometry and force.
Our research team, working with Claude, ideated on mechanisms to accomplish this disruption, and converged on an antibody format with two arms with different functions and epitopes. Within one month, we designed, synthesized, and experimentally confirmed the biophysical function of the two arms, which we are now assembling into full therapeutic formats.
Phillip Forrence retweeted
Code interviews are dead. Anthropic hiring manager: “I’m scanning resumes and portfolios for little prototypes that exhibit taste, empathy, and principled thinking.”
MUST READ for anyone confused about how to get hired in the new era.
The coding interview is dead, at least for my team at Anthropic. I've seen enough to know that it no longer provides signal. I removed it from loops this month.
I have a spicy, optimistic take - I think there's an opportunity for junior engineers: felixrieseberg.com/hunger-be…
Phillip Forrence retweeted
Artificial Analysis finally moves to closed benchmarks (goodbye GDPval-AA), and finds that open weights models are falling further behind than they had previously measured. Take with a grain of salt, but matches the general vibes that we haven't seen a Fable-class open model.
Replying to @ArtificialAnlys
Open weights models fall further behind in v5. The leader, Kimi K3.1 Pro (weights not yet released), scores 46, 12 points behind the leader, compared with a 3-point gap in v4.3. Of models with released weights, DeepSeek V4.1 Flash 1017 (max) and GLM-5.3 (max) score highest at 32, and Claude Haiku 5.5 (max) outscores all of them.
The gap is widest on HLE-Diamond and Terminal-Bench-Science, where Kimi K3.1 Pro scores 37% and 34%, compared with 68% for Claude Opus 5.5 (max) and 63% for GPT-6 Astra (max).
Phillip Forrence retweeted
The future has arrived
Our Robotaxi vehicle lineup now includes Cybercab, our first purpose-built autonomous vehicle without a steering wheel or pedals - launching now in Austin, Texas
Designed for safety, accessibility and comfort, Cybercab is bringing autonomy to everyone and every ride
Phillip Forrence retweeted
Elon says Tesla's Robotaxi geofences in Miami and Tampa will soon include the beach areas.
Using Opus 5.5 I created animations that in time play to the beat of me playing music (super fun!)
youtube.com/watch?v=ttKb-dVv…
Gavin Baker says the Anthropic S-1 will break a lot of investors' brains
"The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized."
"Anthropic is generating cash. They're profitable. Open source tokens are profitable. OpenAI, if they're not generating cash, they will be imminently. SpaceX, same thing."
"These macro and value investors are ignorant. They're very smart, but they're ignorant of the facts. They're making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire."
"They're just wrong. The overwhelming majority of tokens are profitable for everyone in the chain. Everyone."
"It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong."
Phillip Forrence retweeted
We got GTA Waymo before GTA 6
(this is fully interactive real-time video from Genie 4)





























