Software Engineer
Phoenix, AZ
Joined March 2009
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It’s quite shocking that very few people (like far less than 1%) know that @Tesla is the only self-driving car that one can buy.
I'm thrilled to see that Waymo is rolling out, but Tesla has given me FSD in a car I actually own. And can use in all of North America. Quite something different from Waymo's city rollout. I appreciate both but have more use for Elon's breakthrough.
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This is probably the first time we heard a positive story about @tesla FSD in mainstream media
Review of @Tesla FSD (Supervised) in the WSJ:
"Driving has always felt like a chore to me. The first time I let the vehicle (Model Y) take control, something shifted. As the car guided itself through traffic, I felt tension melt away. A few days before the federal EV tax credit expired in September, I traded in my 7.5 year-old Model 3 for a Model Y with FSD.
For someone like me, who likes to stay in control, surrender has never come easily. Yet here I was, cruising through traffic in quiet surrender to the car’s code and sensors. It felt like liberation. And now I have something better than a chauffeur. My car never tires, panics or wavers; it doesn’t jolt at brake lights or grumble at traffic jams. It simply drives, with quiet confidence and near-perfect composure.
People often worry that technology makes us lazy. Maybe it does. But in my case, it has done something subtler: It taught me to trust in the rhythm of the ride. It’s a small miracle I never expected from a car."
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Accurate description of Tesla FSD.
FSD can see more than you can. Black clad pedestrians crossing unlit streets. Sunny day shadows hiding road debris. The outline of a stopped car in a gray foggy downpour. A stop sign with the sun behind it. A dirty windscreen. This stuff is easier for the car than it is for us.
We human drivers know our limitations but our intuition about the limits of seeing is wrong. The cars see much better than we can.
And beyond seeing things, FSD's *perception* exceeds ours as well. It judges speeds and positions more quickly and more precisely. It can identify and track objects at greater distance. It pays attention to hundreds of things at the same time and in all directions at once. It has faster reflexes and knows precisely how fast it's reflexes are. It never gets distracted. It never even blinks.
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I had this experience all the way back in 2018 with my @Tesla even though at that time FSD was essentially limited to EAP (Enhanced Autopilot). Good to see some people are getting that same feeling and realization in 2025.
$TSLA
This is going to be a long post about FSD because I just had one of the most incredible experiences of my life.
I took a 40 minute drive today to Jersey City using FSD v13.
I snapped this picture of the NYC skyline during the drive.
I am in awe. I don’t really even have the words to describe what I’m feeling.
My Model Y went through complex highways, turns, residential areas, the NJ turnpike…all with ZERO INTERVENTIONS.
ZERO. INTERVENTIONS.
I’m talking switching lanes, waiting for people to cross the road, getting onto ramps…not one time did I have to stop the car and take over the wheel.
When we talk about AI being the future — this is it. I just experienced the future.
A robot drove me to where I needed to go without me worrying about a single thing because of artificial intelligence rooted in Tesla’s data advantage.
Like, LLMs are amazing. I use them everyday.
But FSD is the real world manifestation of margin expansion. Why? Because I ACTUALLY felt more productive today.
So, you can’t be on your phone with FSD yet…but I was free to THINK for 40 minutes.
Thought about business, life and goals without having to worry about pressing the pedal or steering the wheel.
I haven’t been able to justify the $8K expense to myself yet for FSD since I don’t drive that much but this experience alone made me feel SO MUCH happier and productive during my drive that now it is hard to imagine going on any drive longer than 20 minutes without FSD.
My own personal margin expansion will come from me being more productive and I can only imagine when we have unsupervised FSD and I can actually get work done during the drives.
Like I just got home and I still can’t believe what I experienced on this drive. FSD drives better than me and will be better than any human WITHOUT A QUESTION. This is coming from someone who 2 years ago wouldn’t dare to even think of putting myself in a car that could drive itself.
This experience even makes me laugh at the entire advertising debate around $TSLA.
THIS IS THE ADVERTISING!! One 40 minute drive will sell ANYONE on the concept of FSD if they experience it more than any advertisement could.
Besides FSD, I cannot imagine anything other than humanoid robots (which Tesla also should dominate over the next few years as Elon says they are aiming for 500K bots by 2027) that actually is the real world manifestation of all these GPUs companies are buying.
If this is where the world is going…and Tesla has the best product…they are going to get millions of people paying $8K for this product and with 90% margins on a SaaS product like this…I don’t see how Tesla isn’t one day one of the most valuable companies on planet earth. It just takes one ride, especially on V13, for someone to realize where this world is headed.
Beyond impressed and still in awe of what I experienced today.
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It’s not all about money. It’s about owning a certain percentage of voting shares and control of
@Tesla
, the company, so you can’t be ousted like how Steve Jobs was fired from his own company (just think about that for a minute).
At the end of the day, the only sure way for someone to maintain control of a company is to secure slightly more than 50% of its voting rights.
@elonmusk
always wanted to own at least 25% of Tesla shares (regardless of how small or how big it becomes) so that investors still had a way to fire him but not so easily (like Jobs)…of the 75% remaining votes, we still need at least 51% of them to agree to vote to fire, which is not that easy, but possible.
Hindsight 20/20, but ideally, a better solution to this controlling the company problem would have been a dual-class share structure like Meta or Google adopted right from IPO itself. No matter what happens, or what he does, no one can fire Mark Zuckerberg…he controls about more than 57% of the votes. Similarly, Page and Brin collectively own more than 86% of the Company's Class B shares, and the two founders' shares represent more than 51% of Alphabet's total voting rights. That proportion is no coincidence, as it gives them the ultimate say in the company's decision making, so long as the two of them are on the same page. There are examples of other companies which did the same. Tesla IPO was probably rushed to raise money immediately and they did not institute a dual class share structure (which was a big mistake).
xitter.gq/elonmusk/status/174707…
I think he'll achieve his dream without spending a single dime of his fortune AND his fortune will continue to increase as he achieves that dream.
SpaceX by itself, as it keeps getting closer to making mars trips a reality, has blown up to be a $350 Billion company. Elon owns ~40% of that or about $140 Billion of net worth coming from SpaceX alone.
And guess what? He doesn't need to spend a single penny of his net worth to make Starship. His plan was so brilliant, that StarLink and launch services are paying for the entire Mars-colunization program.
It won’t be much longer before most people realize X is where you find quality content and real time news.
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$NVDA CEO Jensen Huang on how fast @elonmusk and the @xai team built their 100K H100 super computer cluster. Literally 19 days. @The_AI_Investor
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Great analysis by @chamath
In May of 2017, I presented at the Ira Sohn conference for the second time. My first pick, in 2016, was $AMZN. In 2017, my pick was $TSLA at a split adjusted price today of ~$22.
cnbc.com/amp/2017/05/08/afte…
The comparison I made at that time was that Tesla was like Apple and the Model 3/Y was its iPhone moment.
I thought this quarters’ results were a bit dumped on but I had the opposite reaction.
I think Tesla’s iPhone moment is now at hand:
1) high interest rates today generally diminish demand. Supply chain inflation increases cogs which generally results in higher end prices. Taken together, these phenomenon usually drive lower consumer demand for most companies. But Tesla cut prices and demand grew. While these price cuts eat into their short term margins, higher demand allowed them to make huge profits (because of volume). The takeaway for me is to rationally keep cutting prices to saturate the world with their product. You rarely get a chance to build a monopoly. When given it, take it. Sacrifice GMs in the short term to drive worldwide saturation in the long term - especially if you can be profitable doing it!
2) cogs are now flattening and margins will start going back up as supply chain inflation eases. And as rates eventually start going lower, demand will naturally go up all else equal. Tesla should then be able to flow as much of these to the bottom line but if they keep cutting prices, demand will go nuts while total profitability also still goes up - that’s a unique place to be.
3) they’ve struck deals to share their charging network with other OEMs and now are also in discussions to license FSD. This is Tesla becoming a true platform company that has their “apps” (Model S/3/X/Y) but also enables other “apps”. And a take rate on 3rd party apps is a very lucrative business (see Apple).
4) when Apple ran this similar playbook towards global domination, they took GMs down about 15-20% for a few years between 2012-2014. And they kept them there until 2020 or so and then brought them back up along with prices. The outcome was a $3T company.
Tesla’s upper bound seems still unwritten even while they’ve essentially told us they are going to run the same play.
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@Tesla FSD is the biggest open secret. Those who have it can’t believe what it does. Those who don’t have it don’t understand how big of a deal this is. @elonmusk @wholemars @SawyerMerritt
Here is my 2021 Tesla Model 3 with FSD Beta driving 38 minutes with 0 human input. But sure, tell me how you're certain the software will never be able to do this more consistently and reliably...
4K: youtu.be/mtHGO9JKWpg
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@RRRMovie is back in theaters for the 3rd time in the last one year since it’s first release. American audience just can’t get enough of this magnum opus. An absolute must watch.
#RRR, our Golden Tomato Award winner for Fan Favorite Movie of 2022, is back in theaters! editorial.rottentomatoes.com…
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#FSDBeta Experience - biggest human productivity AI project of this decade
14 Tesla Owners share their experience with FSD beta. What they said was surprising!
Relax & enjoy this fun weekend read feat. some really amazing Tesla owners! #FSDbeta @Tesla $TSLA
whatsuptesla.com/2023/01/22/…
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@reedhastings understands @elonmusk
“@elonmusk is the bravest, most creative person on the planet”, says Netflix’s Reed Hastings
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Here's my conversation with Andrej Karpathy (@karpathy), a legendary AI researcher, engineer, and educator, and former director of AI at Tesla. This chat was super fun, technical, and inspiring. youtube.com/watch?v=cdiD-9MM…
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Must watch. Excellent insights that you don’t find anywhere else. @chamath @DavidSacks @friedberg @Jason
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, ... youtu.be/A-bIpJdaCnM via @YouTube
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Excellent in-depth analysis of the Twitter vs @elonmusk topic. Great insights from @Jason @chamath @DavidSacks and @friedberg
E76 is LIVE
only one topic today...
elon vs. $TWTR
full breakdown:
-- poison pills
-- board responsibility
-- @twitter's efficiency (or lack thereof)
-- free speech
-- reactions
-- and much more
🔊: apple.co/38IDMQ3
📺: bit.ly/alline76yt
