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When your diversity is to delete the heritage of the host, then it’s not diversity at all.

There was no award when Newton discovered three laws of forces, nor when da Vinci painted the Mona Lisa. There was no Grammy for Beethoven or Chopin, nor a Nobel Prize in Literature for Homer. Masterpieces do not seek transient trophies but aim to be timeless.

Turn out you don’t need to tax citizens that much if the government is not ran by fraud.

I just got home, the first thing my wife asked me seriously to get a gun license. “Is that bad?” Then she showed me all the text messages from her friends in West LA with all the chaos right now.

I cannot think of any company hold the shareholder meeting at the factory. For most companies, they bring people to the design house offices while the factories fade into the background. But for Tesla, factories are the heart of our stories.

Horses and the Cybercabs. The past and the future.

Many of my friends in AI companies thought we were just a car company. Yet, I personally have more compute quota than their entire teams. Thanks for all the ml-infra teams keeping it up 24/7.

Many people think any given ML project is 99% training. In reality, it’s 50% evaluation, 40% data cleaning, 8% integration, and 2% training. The first two set the noise floor for learning. No ML magic matters; the model cannot lower the noise floor, as that’s the optimal bound of Shannon encoding of your data. Thus, not a single day goes by without me thinking about ontology. Even the old labels have to be constantly reviewed.

Years ago, I did not bother to pay $1200 for Google Glasses that my team was working on. This year, I did not hesitate to buy the new Model Y on day one. If an employee willing to pay full price for their own product, it is usually a signal of a good product. See you guys at Fremont.

This is the first time in Earth’s history that the path is visible: cure cancer, slash traffic deaths, give anyone high agency no matter their body — and reach the stars — by scaling compute and energy. Don’t squander it.

Even Zuckerberg has to advertise his AI model on X. X is the real arena.

When most companies' opening remarks during their IPOs were about profit, today it hits something different. It is hope. The once-inspiring future that excited us when we were young but that we dropped after growing up—we have found it again.

There are many good X articles lately, some superb, intellectual, and honest. They are 1000x better than opinion columns in newspapers. I noticed my chat group has more X article links than links from MSM. In the era of agentic AI, speed in reacting to truthful information is everything, or gradient descent can quickly go in another direction. A rare sign of enlightenment.

My wife asked me why I did not go to work on LLMs for more money. “I just want to save lives.” And the objective function of self-driving is saving lives and nothing else.

Designing an inference chip for robots is actually very difficult. In data centers each chip is bathed in jacuzzi and babysat by nannies. If they died it would be hot swapped by one of their clones. The fault rate of GPUs in datacenter is actually quite high. Industrial average annual fault rate of H100 is 9%. Ideal conditions could reduce it down to 2% but never below a single digit. The fault recovery of GPU nodes actually could take a while, from minutes to hours. It is not instantaneous. In robots, the chips are out in the cold and they need rapid self recovery. The fault tolerance is in a different league. It is not uncommon many robotic companies struggle to get the chip running more than a few hours without rebooting. For chip companies, this is great since they would tell robotic companies to buy more chips for hot swapping. For robotic companies, this is bad since it is obviously not a scaleable solution but they are stuck with endless back-and-forth JIRA tickets with vendors.

We have reached an era where some people have not touched a steering wheel and have simply let their cars drive them around for a whole year, whereas others do not know this is possible at all.

I cannot think of any company hold the shareholder meeting at the factory. For most companies, they bring people to the design house offices while the factories fade into the background. But for Tesla, factories are the heart of our stories.

I just got home, the first thing my wife asked me seriously to get a gun license. “Is that bad?” Then she showed me all the text messages from her friends in West LA with all the chaos right now.

Many of my friends in AI companies thought we were just a car company. Yet, I personally have more compute quota than their entire teams. Thanks for all the ml-infra teams keeping it up 24/7.

One day.

There was no award when Newton discovered three laws of forces, nor when da Vinci painted the Mona Lisa. There was no Grammy for Beethoven or Chopin, nor a Nobel Prize in Literature for Homer. Masterpieces do not seek transient trophies but aim to be timeless.

When most companies' opening remarks during their IPOs were about profit, today it hits something different. It is hope. The once-inspiring future that excited us when we were young but that we dropped after growing up—we have found it again.

The seed of Galatic Empire.

May this era be the new dawn of humanity.

Even Zuckerberg has to advertise his AI model on X. X is the real arena.

Many people think any given ML project is 99% training. In reality, it’s 50% evaluation, 40% data cleaning, 8% integration, and 2% training. The first two set the noise floor for learning. No ML magic matters; the model cannot lower the noise floor, as that’s the optimal bound of Shannon encoding of your data. Thus, not a single day goes by without me thinking about ontology. Even the old labels have to be constantly reviewed.

My wife asked me why I did not go to work on LLMs for more money. “I just want to save lives.” And the objective function of self-driving is saving lives and nothing else.

Testing the same route, I am now actually driving 15 mins slower in average on manual than Full-self Driving. Full-self Driving not only reduces stress but saves me time. That’s 30 mins of saving per day.

Turn out you don’t need to tax citizens that much if the government is not ran by fraud.

There are many good X articles lately, some superb, intellectual, and honest. They are 1000x better than opinion columns in newspapers. I noticed my chat group has more X article links than links from MSM. In the era of agentic AI, speed in reacting to truthful information is everything, or gradient descent can quickly go in another direction. A rare sign of enlightenment.

It is often overlooked that there is a 1.4T AI company with positive net income, operating multiple giga 🏭 in 🇺🇸, in-house chip design team, owning one of the largest and densest computing clusters backed by its 🔋, best in class AI team, iterating models faster than most frontier labs that has been deployed on actual 🤖 you could buy today. Most importantly, it is led by a CEO that is not afraid to answer questions, cares about retail shareholders and deeply love this country and humanity. Plus, it has the coolest annual shareholder meeting 😎, and you can vote!

Years ago, I did not bother to pay $1200 for Google Glasses that my team was working on. This year, I did not hesitate to buy the new Model Y on day one. If an employee willing to pay full price for their own product, it is usually a signal of a good product. See you guys at Fremont.