it is hot out, people aren't sleeping well, brains are not functioning like normal due to the high humidity, and it feels good to just acknowledge those sub-optimal conditions with another person before doing the necessary work

Gas price fears and a dearth of EV alternatives, I guess. Good for the world in some ways, not so good in others.

In the last day, AI Sam has argued for international regulation of AI and offered 5% of his company to the US government. Never in the history of time has a CEO been so publicly thirsty for a regulatory moat.

Curtains closed, AC on, here we go. #heatwave

When it seems like every new vehicle is either a giant truck or an overpriced ICE crossover, anything that *isn't* will be interesting!

Good. Lots of suckage in the last couple of days, but this would have been truly epic suckage for millions of people.

National Weather Service advises that the "Extreme Heat Watch" for my area has been upgraded to an "EXCESSIVE HEAT WARNING". Sounds dramatic, but the humidity will make this heat wave extra-bad.

I really do think now is a time to read history. It is a powerful reminder that the past of the U.S., specifically, is full of extremely dark moments when it seemed all was lost. (It wasn't.)

Donald Trump has ended 14 wars in the past month. The problem is, they were all the same war, and he’s going on 15.

I never loved the 6-Series Gran Coupes, but I'm a sucker for Alpinas and the colors on this one are just perfect. Watching this auction with great interest.

Folks, as a number of people have noted, if Trump IS the guy who got special access to a new obesity drug, the more important detail is that he may have pulmonary hypertension, which might explain the swollen ankles and the constant sleeping in public.

This is quite a story. The special patient appears to be a certain POTUS.

Renderings are easy. Functional, profitable auto factories are EXTREMELY hard. Don't buy a car or truck on a rendering.

I'm sorry man, I know it's only $25, but you should not be taking reservations for a "vehicle" that doesnt have a factory or (god) even an engine supplier and only exists publicly in silhouette form www.theautopian.com/reo-says-it-...

At a certain point everyone needs to come to grips with the fact that the reason voters around the globe are electing the parties they are is because many of them are atavistic racist morons and not because [random policy you prefer] wasn’t enacted

This seems bad. Quite bad. #$LCID

As heat warnings are issued for England and Wales, please remember that there is no sound empirical basis for claiming that more people die of cold worldwide than of heat. Just because something is recited like a mantra doesn't make it true. www.theguardian.com/commentisfre...

Say what you want about Ford but their EVs are clearly lasting way, way longer than anyone would expect an ICE to last. 2022 Mach-E owner has 350k miles, no major mechanical issues, brake pads + rotors lasted 340k miles, battery has a 92% SOH. Feels plausible that 1mm mile cars will be a thing.

read this "Several manufacturers have already decided to phase out diesel in the domestic market. Farizon has stopped sales of diesel trucks, and SANY expects to sell 40,000 electric trucks by 2026." read it again read it again read it again read it AGAIN AGAIN #alwaysbecharging

This is an amazing thread. My only thought is this: If you outsource your thinking to an AI, then yes, by definition, you are making yourself useless. Writing is THINKING. I use AI all the time -- for research, transcripts, etc. I reserve the THINKING for myself, however.

The most important outcome of the war with Iran is now irreversible: The massive global transition to renewables got a huge boost. A recent survey of corporate executives found 90% believe electrifying their business is key to future energy security. www.reuters.com/business/ene...

You're not hearing about big wins in renewable energy in the U.S. because people building this infrastructure do not want to attract the attention of the Trump administration. But they're happening. www.semafor.com/newsletter/0...

Polls show that only 15% of Americans approve of yesterday’s UFC spectacle on the White House grounds. But in this Palo Alto brothel/ketamine bar, that percentage feels much higher

BRB, moving to the UK to start Rhode Island Fried Chicken. (It looks suspiciously like calamari. Will the Brits notice?)

I'm so old I remember when big-time boxing was deemed barbaric and driven off of network TV to a PPV underground. Just thinking of that for no reason this morning.

Remember this scene the next time a corporate reporter tries to insist that a rural diner full of white men in their 60s is somehow a more authentically "American" place, somehow more representative of who we are as a nation.

My setting-aside-Elon take on #$SPCX is basically that investors are directionally correct to be putting huge valuations on AI labs, but Grok is not the one to bet on. (It's something like fifth in a three-horse race, and that gap will likely widen.) Anthropic's IPO will be a different story.

Just a reminder that SpaceX's projections of future profits are based on the idea that the company will make $22.7 trillion, yes I said $22.7 TRILLION, from businesses buying subscriptions to Grok, the Nazi nonconsensual-porn chatbot.

1. Illegal, much? 2. This means boots on the ground 3. This is a set up for equities to surge on the inevitable taco

You should follow Max anyway, but especially now because he has been doing some of the best work on Bsky on this SPCX boondoggle. Great thread.

I've been a broken record on this for three years and I'll be a broken record for as long as that fucking website exists: X is a viciously racist far-right organising platform that ONLY WORKS because a huge number of centrists, lefties and progressivs cannot stop propping it up

the cars don't drive themselves and we're still nowhere near Mars, but you can't question Elon Musk's ability to deliver screwworms and racial violence

I must be a bad child of the 80s because I have never ever wanted one of these. Respect, yes. But want? Not at all.

It’s a pretty weird week when a guy who wants to be a trillionaire is simultaneously getting headlines for the economy-shattering IPO expected Friday and the racist pogroms he is accused of stoking — but these stories are viewed as separate and in no way connected or prescient of the future.

This thing that seems to be happening where people are selling bitcoin so they can buy SpaceX should be known as The BS Trade Thank you for your attention to this matter

Great review of what is apparently a superb new EV. I was impressed when I sat in the concept. Looks like Rivian has delivered in a big way. And it's under $60k loaded! That's a whole lot of truck for the money. #$RIVN

It's funny how the pitch for SpaceX is domination of the global AI business but the company's primary business (~60% of revenue going forward) is leasing its GPUs to Anthropic and Google at a discount because nobody wants to use Musk's MechaHitler AI.

A 25-year-old 911 with just 22k miles seems kind of sad to me. Poor thing needs some exercise.

Balaji is a fucking scumbag and also the key philosophical architect of techbro fascism. He and his ideas need MUCH more critical sunlight from major media.

I wonder if JPM suspects* that the SpaceX game plan includes acquiring TSLA at a substantial premium. *I expect comments along the lines of "of COURSE they know", but I doubt they actually know for sure. Seems quite possible, though.

No backdoor for SpaceX and Anthropic into the S&P 500: Big IPOs will have to follow the same rules to get into the most-followed index as everyone else. Sensible for the index to be consistent in my view. If the stocks soar, index investors might feel different. www.wsj.com/livecoverage...

I don't always have an easy time with these, but this is one I would have gotten when I was 10 years old. Cardle 1/5 Streak 7🔥 Total Score 99 🟢 🟢 🟢 www.playcardle.com

We may be in a permanently lower new-car market due to high prices. But when people do buy cars, they look at these gas prices and say "no thanks" www.wsj.com/business/aut...

the base case here is that Slate fails, just like any other startup automaker, but the macroeconomic conditions continue to support a real opportunity for these basic little electric trucks to be the cult hit of the impending recession/energy crisis

This by Ryan is a worthwhile read. We are not quite at the oil tipping point yet, but it's in sight.

said this in a work email last week and, uh, shared my views with one of my groupchats.

U.S. gasoline reserves are depleting at a record pace, putting the entire system at risk if the Strait doesn’t reopen or another disaster like a hurricane damages production www.forbes.com/sites/rrapie...

It's not offline, it's gone on strike

according to the spacex filings, their valuation is justified entirely by grok, which will be 90% of enterprise ai, and ai will be 90% of the us economy