Why we think Elon's pay package could be a win-win-win. Grow the pie, create abundance.

For the first time in history, abundance is attainable through policy choices rather than technological breakthroughs.

2001: You're paying for minutes and data coverage <1% of the us land area (and that's for like an email with no photos.) 2025: Satellite data over the entire US

This is not a video game. With lethal connectivity, EagleEye enables Warfighters to command and control unmanned systems and call for fires through a heads-up, hands-free display.

Why are so many tempted by autos at the end market? $$$ and scale. If you are in niche applications solid state can work, but it's hard to get to scale and bring down costs.

...solid state is happening in specific applications. It makes much more sense in applications where battery isn't the largest cost component and the capability offers unique performance characteristics. The idea that it is going straight to cars I find challenging to believe.

The year is 2046: Toyota is planning the launch of solid state batteries in 2048-49.

Order of events imo: -robotaxis at scale -rapidly reusable starship -generalizeable robots

The amount of mass and bandwidth in orbit is about to 📈

Full article from wsj:

From the article: -An estimated 1.73 million vehicles were repossessed last year, the highest total since 2009 -At GM about 12% of its loans so far this year went to customers with FICO scores below 620.

Humanoid robot process: -Company creation -Robot Iteration -Data Collection -Scale We have passed the company creation phase and are in the robot iteration + data collection stage.

Energy costs matter because they are the foundational input.

From Big Ideas 2017. Range and inflation adjusted the new standard 3 comes right in line with the 2022 forecast. Yes we were 3 years early on that 5 years forward forecast. A lot happened in those 5 years.

If only there was a car that was $10-13k less than the average new vehicle, but didn’t compromise on performance or range.

Often when the media/industry reports a "decade long shortage" it reflects the current magnitude of the shortage, not the true duration of the shortage. If the market is working, the greater the magnitude of the current shortage, the stronger the price signal, and the shorter

...can I be mayor? Crime is bad. Education is important.

If you build more generating capacity, electricity prices will go down. If you build more housing, rent will go down. Thank you for coming to my TED Talk.

Waiting for the article about a college kid who programmed an arb bot for prediction markets and made like 80k in a semester. If you are that kid, reach out

Red Bull sold 12.7 billion cans last year 🤯

Europe has no air conditioning and they have their own energy problems. This alone should stop people from saying "x is a waste of energy" The solution is more energy, not less. And the more generation we build the cheaper electricity will be.