Simon Manning (@_Simon_K) header
Simon Manning (@_Simon_K) profile picture

I'm here to learn what's going on.

Joined December 2012
Photo by Simon Manning (@_Simon_K)Photo by Simon Manning (@_Simon_K)Photo by Simon Manning (@_Simon_K)Photo by Simon Manning (@_Simon_K)Photo by Simon Manning (@_Simon_K)Photo by Simon Manning (@_Simon_K)Photo by Simon Manning (@_Simon_K)Photo by Simon Manning (@_Simon_K)Photo by Simon Manning (@_Simon_K)Photo by Simon Manning (@_Simon_K)
Simon Manning retweeted
I am a professor at the @UofCalifornia. I am appalled by the conduct of one of its Regents, Scott Galloway, appointed in August by Governor Newsom. @profgalloway is one of only 26 voting Regents entrusted with governing a university system serving hundreds of thousands of students & employing tens of thousands of faculty & staff. Twice, first on a live Pivot episode featuring Hillary Clinton & on Prof G with Fareed Zakaria, Galloway called Elon Musk a “traitor to the West.” He invoked Julius & Ethel Rosenberg, who were executed for espionage, and declared that Musk should be held to the same standards. He didn’t explicitly demand Musk’s execution. But invoking the deaths of two convicted spies while calling an American citizen a traitor makes the implication hard to miss. Musk has not been convicted of treason. Indeed, “treason against the West” isn’t even an actual crime. Now imagine UCLA alumnus @BenShapiro, appointed a UC Regent, saying the same about George Soros. Would the Governor defend his right to serve? Would Regent leadership shrug and call it provocative commentary? Or would there be demands for resignation? But there’s something worse here than another of Scott’s trademark podcast rants. He sits on the Regents’ Academic & Student Affairs Committee. The committee’s charter says it oversees student conduct, faculty conduct, academic personnel, & campus climate, among other responsibilities. This is not some honorary title. The Board sets university policy, controls institutional budgets, & appoints senior university leadership. You can unsubscribe from a podcast. A student who finds Scott’s comments morally repugnant can’t unsub from the Regents. UC bylaws require Regents to serve the public trust with a “high degree of ethics and candor,” including as private citizens. Professors owe students intellectual integrity. Regents bear an even greater duty: they govern institutions that teach it. Yet a Regent serving on the committee responsible for student & faculty conduct invokes executions while labeling a fellow citizen a traitor. What does that say to our students? That intellectual restraint is expected of the governed but optional for those who govern? That standards of conduct depend on whether the target of your rhetoric is politically fashionable to despise, as long as the audience applauds? This isn’t about defending @ElonMusk. He needs no defense from me. Nor is it about silencing Scott. As if that were possible. He’s free to express his opinions, however reckless they may be. But freedom of speech is not freedom from accountability, and holding a university office of public trust is not an entitlement. There is an enormous moral chasm between exercising your right to speak recklessly and demonstrating the judgment required of one of the 26 people who govern our great public university. The UC Board of Regents isnt a podcast sponsors can boycott. It’s a public trust. One final irony. At @NYUStern, Galloway teaches Brand Strategy, including a session on crisis management. His own prescription for leadership in a crisis is unequivocal: acknowledge the problem, have leadership take responsibility, and “overcorrect.” He’s praised the departure of corporate leaders as evidence of effective crisis management. Now Galloway himself sits on the UC Board of Regents. Will he hold himself to the standards he teaches, or does accountability apply only to other people’s institutions? Professor lecture thyself! I believe Scott Galloway should seriously consider whether his continued service on the Board of Regents is consistent with the ethical standards and responsibilities of that office, or whether he should resign. I welcome the opportunity to discuss these issues with Galloway directly, including what standards we should expect of those entrusted with governing the world’s best university. Scott, you have an open invitation to join me on @Into_Impossible for an honest conversation.
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What an incredible performance! You won't see that coming! 😳
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Simon Manning retweeted
Starship flight maneuvers
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Simon Manning retweeted
2/2 It is interesting – and a very good sign – that even free-trade advocates like Lamy now recognize that comparative advantage is not the same as competitive advantage, and that the latter actually distorts the logic of the former. michaelpettis858496.substack…
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Simon Manning retweeted
i was told maybe like. there months ago. that internal models have never been so far ahead of public releases. i personally think this has less to do with safety and more to do with competition (rsi) either way it’s a truly horrendous situation for the underclass as those sand rich oligarchs are building a lasting advantage over you. please don’t kid yourself that you won’t be in the underclass because unless you’re using these models of the future now — you are doomed. i’ve used some of these models and they’re easily five months ahead of opus 5.5. just think about the jump you would expect to see of the models almost half a year away. that’s the competition. there needs to be more scrutiny on these labs holding back this level of intelligence. if not for personal use then for areas like healthcare etc. we must act my valiant brothers.
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Simon Manning retweeted
This is f*cking insane. Elon Musk says Grok 5 could reach AGI: "Grok 5 will be the smartest AI in the world by a significant margin on every metric without exception" Then he dropped the number that matters: "I calculate like 10%. That's what my biological neural network comes up with" He's never put AGI above zero before. Training already started. Release sometime in Q1. So what changed? Size and senses. Grok 5 is a 6 trillion parameter model Grok 3 and 4 run on 3 trillion Text, images, video and audio in one model. It builds its own tools to answer you His bar for AGI: understanding real-time video like a human does And there's secret sauce he wouldn't share on stage: "It's really going to feel sentient" 5 minutes. Elon walks through what xAI is training right now and why this one is different Bookmark and watch it today Then read the article below ↓
I put together one guide for anyone who wants a workflow like the SpaceXSI team's. One message builds your whole Grok Bot setup. Plus the team's rules, prompt habits, routines and permissions. Every setup is a block you paste. 16-min read. Save it ↓
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Simon Manning retweeted
Replying to @KatieMiller
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Simon Manning retweeted
SpaceX’s Arizona data center, per a county supervisor: “We could be reducing property taxes across the board in Cochise County, the entire county, by 20%” Frank Antenori, whose district includes the site, brought up the county’s tax math during a live Q&A: “Here’s just something to just chew on. Arizona has an expenditure limit requirement that is placed on counties. If we exceed that expenditure, we have to rebate back to the taxpayers a certain amount.” “So, if we’re receiving revenue in from SpaceX, by law, we have to offset that to the taxpayers. We have the potential to reduce, based on the projected revenue they’re creating, as much as 20%.” “Let me just say it again. We could be reducing property taxes across the board in Cochise County, the entire county, by 20% to offset for the revenue here, because we can’t spend all that money. So, we have to give that money back to the taxpayers. The law says we have to.” “So, you could see a potential significant impact to local property taxes. What that is, I don’t know. We’re going to have to do the math on it. But the law, if we have this large increase in property tax revenue, we have to balance those rates. So that will reduce dramatically the property tax burden of every resident in the county.” “The construction sales tax, which also is the TPT, the transaction privilege tax, the retail tax, and the jail excise tax. So that will be part of the construction tax. We could literally use that money to pay the jail off in 2 to 3 years, as opposed to the 13 to 20 years.” “So this could be a revenue to eliminate the half-cent sales tax in 2 to 3 years. We can get rid of that half-cent sales tax.”
Texas Governor-elect Gina Hinojosa: "We can have a strong working relationship with Elon Musk and his companies, but it has to be on our terms" Jake Tapper asked her about blocking the sale of a Texas state park to SpaceX, and whether Musk might leave the state over it. Her answer: “Well, look, as I said before, we have to have balance. These are our beaches we’re talking about. I mean, selling our beach to Elon Musk is just something that is almost unimaginable. It’s unacceptable. Our beaches are enshrined in our Texas Constitution as being free and open to the people of Texas because they are our beaches." "We can have a strong working relationship with Elon Musk and his companies, but it has to be on our terms. It cannot be just running over the people of Texas. And that’s what changes now that I will be governor.”
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Simon Manning retweeted
Explaining to your wife why your AI hyperscalers portfolio is down 50%
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Simon Manning retweeted
Elon Musk says the lack of popularity for data centers is temporary because of the prosperity that is brought by them: "The lack of popularity is where there aren't data centers and they think a data center will have a bad effect. Memphis is booming because of @SpaceX. The restaurants are full, the hotels are full, we're paying twice the prevailing wage people were earning before. We've also helped local schools. And the tax revenue the county and city are earnings is tremendous. I think this popularity thing is a temporary concern because there actually is tremendous prosperity that is brought by the data centers. Talk to the people in town and they feel it because their businesses are booming." (via 33rd Annual Baron Investment Conference today in NYC)
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Simon Manning retweeted
Launching in Argentina later this month
Llegamos a Argentina el 20 de Noviembre
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Simon Manning retweeted
Pulling massive power cables is a great workout and far more productive than lifting weights 🏋️‍♀️
Elon Musk in new interview on @SpaceXSI's data center site in Memphis: "I insist on doing some of the work myself manually. I've pulled power cables the size of an anaconda. I've done the fiber optic cabling; I try to do at least a little bit of everything so I'm not numb to the pain of the people who are actually doing it. It's not as though I'm sitting in an office and someone has to come to me. I'm walking the floor asking them questions actively." (via 33rd Annual Baron Investment Conference today in NYC)
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Simon Manning retweeted
End of an era. The Cybertruck is being discontinued next year. Seriously the best vehicle Tesla has ever made 😢
Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production
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Simon Manning retweeted
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Simon Manning retweeted
I actually feel bad for Elon, even though I deeply disagree with him on some things. Imagine trying to build a car company in California in the mid-2000s, when American manufacturing is being completely offshored and almost all of Wall Street thinks you’re a joke and is rooting for your failure, while the entire oil and gas industry is using all their power and leverage to make you fail. But against all odds, you actually pull it off. You build cars that make electric vehicles desirable to millions of people, create an enormous number of quality American jobs, and force the global car industry to play catch up and move away from oil and gas. You would think California would be proud of you and the team. Instead you find yourself having to fight a completely corrupt and incompetent left government impeding all your efforts while you sleep at the factory night after night to avoid collapse. At some point, you would go to the right too. And because of your politics, it becomes a justification for people to celebrate your companies failing in their personal ideological fight with you. Even threats against you become something people explain away and use mental gymnastics to justify. Meanwhile, people like Scott Galloway and Bernie Sanders who have made absolutely nobody better off other than themselves get to lecture you about your value to society and even call for your murder without grounds from their vacation home while you're on 20 hour benders in your factories trying to get things built for all of society. If this were me I would lose my mind. Criticize his opinions. I do sometimes, especially on Ukraine. But the pleasure people take in wanting to destroy everything he’s built is hideous and frankly suicidal for the masses, especially coming from people who insist they care about workers, the climate, and civilization as a whole. As you try to make good things for society you are confronted with a world that worships people who care only about the perception of being good people, while they actually fight against your tangible efforts of making improvements for humanity. I don't think almost anyone would have made it out of that and if they did, they would probably not come away feeling so warm towards the left either. So I am rooting for Elon to succeed, and for humanity.
I believe Elon is a good person
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Simon Manning retweeted
Replying to @LeeKuanYimby
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Simon Manning retweeted
Most exercise and aging studies can't answer a basic question: is muscle deterioration from aging itself, or just from decades of moving less? A new Nature Aging study solved this by recruiting older adults who moved as much as people in their twenties. The researchers from Amsterdam UMC and Maastricht University recruited four distinct groups: young adults in their twenties, older adults whose daily step counts and high-intensity activity matched the young group, older adults who had trained consistently for years (three structured hour-long sessions per week for over a year), and older adults with early physical impairment. They took muscle biopsies before and after a one-hour cycling session, then measured over 24,000 gene transcripts, 135 metabolites, and 1,383 lipid species. By matching activity levels between young and older groups, any molecular differences couldn't be blamed on the older adults simply moving less. This isolated aging from inactivity for the first time at this molecular depth. Key findings: • The defining molecular signature of muscle aging is an energy crisis. Comparing young adults to activity-matched older adults, 1,106 genes were downregulated with age. These genes build the mitochondrial machinery that produces cellular energy: ATP synthase, cytochrome c oxidase, and NADH dehydrogenase subunits. Mitochondria are the power plants of cells, converting nutrients into ATP, the energy currency cells use to function. When these genes decline, cells lose their ability to generate energy efficiently. • NAD+ levels declined and triglycerides accumulated inside aging muscle. NAD+ is a molecule required for energy production and cellular repair. Lower NAD+ means less capacity to convert fuel into usable energy. Triglycerides are stored fats, their accumulation inside muscle indicates unburned fuel piling up as the tissue loses its ability to process it. • More than half the molecular signature of muscle aging was absent in trained older adults. Specifically, 57.1% of age-related gene downregulation and 55.9% of upregulation were missing in the trained group. Their muscle resembled young adults far more than their chronological age would predict. • The changes training preserved were specifically the energy metabolism ones. Genes like NDUFS1 and COX5A, which were depleted in normally active and impaired older adults, sat at youthful levels in the trained group across all five mitochondrial respiratory complexes. The single most prominent feature of muscle aging turned out to be the single most preventable. • Being generally active was not enough. Structured training was the difference. The normally active older adults walked as much as young adults, and their energy metabolism genes declined anyway. What preserved the youthful molecular profile was structured, sustained training. Filling a step counter and being genuinely trained are not equivalent at the molecular level. • Roughly half of muscle aging persisted regardless of training. Changes in genes controlling synaptic transmission (how nerves communicate with muscle) and WNT signaling (a pathway regulating tissue maintenance and stem cell function) appeared in all older adults, trained or not. This unavoidable half is where drugs will have to work. • The fittest muscle mounted the largest inflammatory response to exercise. All groups activated stress and immune genes after exercise, including IL6, IL1B, and TNF. But the magnitude scaled with fitness. Trained older adults most closely resembled young adults in their response, followed by normally active, with impaired older adults showing the most blunted response. The stress response to exercise appears to be the mechanism of adaptation, not damage to be minimized. This raises a concern about anti-inflammatory longevity strategies. If the inflammatory stress response is how exercise produces its benefits, chronically suppressing inflammation may blunt the adaptation that exercise depends on. It doesn't mean inflammation is beneficial in general, but the timing and context matter. A separate discovery: the proteasome appears to regulate NAD+. The proteasome is the cellular machinery that breaks down damaged proteins. When researchers inhibited it, NAD+ levels rose in both muscle and liver cells to a degree comparable to NAD+ precursor supplements. This opens a new route to understanding NAD+ decline that operates through protein turnover rather than just supplying more raw material. The study draws a clear line between what lifestyle can address and what will require therapeutics. The energy metabolism decline, mitochondrial deterioration, and NAD+ depletion that define muscle aging are largely preventable through structured training. The synaptic and signaling changes that persist in all older adults represent the unavoidable half where drugs will need to work. The decisions made about structured training in midlife determine which molecular trajectory muscle follows in later decades. Half of muscle aging is optional. The other half isn't. Knowing which changes belong to each category is knowing where behavior ends and biology takes over.
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