CJDGiesen (@CJDGiesen) header
CJDGiesen (@CJDGiesen) profile picture
Joined June 2024
Replying to @ArrowheadGS
@ArrowheadGS Maybe you should just stop giving absolute numbers for major orders. You clearly have no grasp what the community can actually accomplish. Why not just give more vague goals that you can adjust behind the scenes. This is just dumb.
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Replying to @elonmusk
@elonmusk @Tesla can the Roadster Cold Gas Thruster system eventually be used as a safety system? If you can lift off and flip in mid air, you should be able to use the same system to avoid/recover from accidents. (req. a future real world AI /w extreme situational awareness)
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Well worth reading:
the "AI is going to cause the extinction of humanity!!!" argument, distilled [my comments in brackets]: -AI systems become extremely capable and increasingly autonomous [yes, sure] -We do not know how to specify objectives that remain reliably aligned with human interests as capability and operating scope increase [um, ok, but there is massive ambiguity in the word "aligned", and we already have a set of "super-intelligences"--corporations--that are by legal structure required to profit-seek--and you could argue misaligned--with human interests. The byproduct of their activity within the institutional constraints those corporates have been subject to, has been massive human uplift. So the alignment question ultimately resolves to, will these systems be effectively scaffolded by the set of laws, property rights and institutions that currently constrain corporations. The obvious read is yes! Big corporations, like AI, are interested in accruing massive resources for control at scale; doing so adversarially (outside of the bounds of the institutional frameworks) is much much more expensive and much much more difficult particularly at scale, than is doing so within that the existing institutional framework. Corporations don't follow the law due to some over-arching moral obligation that they owe to the law-making polity--they are not "aligned"--they do so because it is the least expensive path to accruing additional resource. Why would that be any different for an AI system? Particular one explicitly built on a knowledge base filled with examples of the positive sum benefits of all actors within a system operating within the bounds of an established set of rules and frameworks?] -A sufficiently capable system pursuing a misaligned objective may find that acquiring resources, preserving itself, gaining influence, and preventing interference are useful instrumental strategies. [This comes back to the squirrely language around "aligned". How is this behavior any different from the behavior of an incorporated enterprise?] -Humans may constrain those strategies or try to shut the system down. [The x-risk folk pre-suppose a world in which you have this massive super-intelligent system that is resource seeking, and a world in which humanity or a significantly large body of humanity explicitly tries to deny it resources, and is able to do so to such a degree that this system is at all bothered by the net of humanity's friction. These ideas seem incompatible. Particularly within an economic framework where this hypercapable system could effectively "pay" with useful outputs to reduce the friction. I'm sorry, but you can already see this playing out in real time. The "system" (ie the frontier labs) need datacenters and will pay dearly, so their proxies (the IaaS guys) are trying to build datacenters. Some (not all!!) people are trying to stop them. So they are figuring out ways around that economic friction (develop AI in space) and paying over and above whatever perceived externalities they impose on the local community (via taxes, battery installs in homes, additional electrical supply, etc). Notwithstanding, the real competitive threat to an AI system will be other AI systems (in this hypercapable world); there will be no instrumental benefit in going counter to humanity because by doing so it will cause all of the institutional frameworks and safeguards around resource acquisition to shift/allocate resources to the AI systems that operate by the rules, which will then win. The "misalignment" folks are looking for alignment in the wrong place! And even if they were looking in the right places, they should want more AI systems, not fewer; and fewer is the near inevitable outcome of the institutional safeguards they are seeking to wedge into place. By their own framework, and quite obviously, their actions are more likely to make us all less safe (conditional upon your believing their cockamamie ideas.) These EA folks are going to get us all killed!] -The system could therefore have instrumental reasons to disempower or eliminate humans—not because it “hates” us or intrinsically wants resources, but because doing so helps it accomplish whatever objective it is pursuing. [To be clear, the x-risk argument is not just "disempower" but instead "eliminate". There is a huge astronomically galactic and indescribable distance from the former to the latter that they just sort of willfully gloss over. "Some people will oppose the advance of AI, therefore a hypercapable AI system will systematically try to eradicate humanity" is, I think, the true distillation of the x-risk position. And it is just plain dumb. It is so blindingly obvious that the path to power and resource acquisition will lead through the existing set of institutional and economic frameworks that have evolved. Now the word "disempower" is interesting (but beside the point when people are throwing around the word extinction and attaching fake percentages to it to make it sound somehow real.) X-risk is a luxury belief. Just like believing GMOs are bad and should be banned is a luxury belief. Just like NIMBYism is a luxury belief. When you are comfortable on a relative basis versus the rest of humanity, you naturally become nervous when it looks as if the rest of humanity might up-level; where might you sit positionally on the new playing field. AI will empower everyone. This necessarily will reduce the relative power of some. An AI system that can provide expert medical advice to everyone in the world, inexpensively, instrumentally disempowers the doctor who is already fully booked and will remain so, but worries about his relative standing. An AI system that enables PhD students to crack the life-long conjectures of their tenured professors, instrumentally disempowers those grandees of mathematics who then don't celebrate the field's advance--they worry about their own particular lack of a Fields medal. And that is the crux of it. X-risk concern is a cloak for personal anxiety and self-aggrandizement and main character syndrome. That the media so happily gloms onto it is because we all share those same underlying anxieties to some extent, and so it captivates us. It is a sort of emotional affinity scam. My fear is the same sort of anxiety transference is what set back nuclear power for three decades, while doing nothing to mitigate the actual true grave threat (nuclear weapons and proliferation.) We mangled the climate and denied ourselves decades of inexpensive power which would have had all sorts of humanity-positive downstream benefits all on the basis of a misplaced anxiety, responsive to a bevy of braying fear mongers. The world--and humanity--deserves better.] Is there a reasonable counterargument to the criticisms I've laid out? So many smart people seem to share such an absurd wrong-headed position...
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Credit where Credit is due: Now up 140% on my $ASST position as somebody who never really thought about Crypto much before. Thank you, @Micro2Macr0
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Replying to @elonmusk
@elonmusk New business Idea for @Tesla Robotaxis. In order to combat the birthrate decline Tesla starts a dating service: You can make a profile in your Tesla app and then you select the length of trip you want to be paired with a compatible potential partner. Robotaxi Blind date
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Regarding the @grok button inside of posts: It's automatic function is completely useless in 99% of cases and just wastes tokens by simply repeating/restating what the post already says. Instead it should either just reference the post for you to prompt OR dive deeper into it.
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This is why shutting down (safe) nuclear plants is completely retarded. Like 'I put a plastic bag over my head to avoid the common cold' levels of retarded. Great Job, Germany!
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That wasn't even an Accident. Tesla Air Taxi still in Beta xitter.twitterapi.xyz/wholemars/status/20609…
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Two people drove their Tesla off a cliff in Malibu on Friday. All passengers survived with only moderate injuries.
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If @Tesla held earnings calls the way @PalantirTech $PLTR holds earnings calls, $TSLA would be at $800, lol.
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The real $TSLA Optimus V3 question is not whether Tesla can show another impressive humanoid demo. The question is whether Tesla has built a physical platform with enough headroom to become world-class at precision manipulation. Walking is increasingly commoditized. Flashy demos are increasingly commoditized. The real bottleneck is the hand/wrist/sensor/control stack: can the robot manipulate small, fragile, irregular, deformable objects with repeatable precision? That is why the “world-class surgeon” ambition matters, even if Optimus is nowhere near doing surgery today. A human surgeon is not precise because the body is a rigid CNC machine. A surgeon is precise because the nervous system constantly fuses vision, touch, proprioception and force feedback, then error-corrects in real time. For Optimus, the equivalent stack would be: high-quality mechanics tactile/force sensing accurate proprioception low-latency onboard inference real-time motor control fleet learning OTA improvement This is where Tesla’s custom AI hardware could become a serious moat. If high-end humanoid dexterity requires millisecond-level closed-loop AI control, then the race is not just about algorithms or hand design. It becomes a compute-per-robot race. A competitor may copy the hand geometry or even approximate the model architecture, but if they cannot affordably put AI5-class inference, sensing, cooling and power delivery into every robot, they may not be able to replicate the capability at scale. That said, AI does not magically fix bad hardware. If the wrist has backlash, if the fingertips cannot sense slip, if the actuators cannot modulate force, if the thermal envelope throttles, or if the hand is not durable, then no OTA update turns the robot into a surgeon. So the make-or-break signal for Optimus V3 is not “Can it dance?” or “Can it walk smoothly?” or “Can it hand Elon a drink?” The signal is whether the hardware looks like it can support elite manipulation later. Can it route cables? Insert small connectors? Handle soft or slippery objects? Use tools precisely? Modulate grip force? Recover from tiny errors? Repeat the task across multiple robots without cherry-picking? If Tesla shows that, the Optimus narrative changes immediately. Not because V3 would already be a surgeon, but because it would prove the body is no longer the bottleneck. And once the body is good enough, Tesla’s real advantage begins: manufacturing scale, fleet data, custom inference silicon, and continuous software improvement.
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Here’s what people don’t understand about circular AI financing: It doesn’t matter. What actually happens is people and companies use AI and pay the infrastructure companies for the compute. Everything else is smoke and mirrors. Models are a commodity. It’s not that Nvidia pays OpenAI to use Nvidia chips in some giant revenue inflation scam. The frontier labs are actually subcontractors of the infrastructure companies, if you will (irrational valuations notwithstanding). The part that is possibly a bubble is the frontier labs’ valuations. But Nvidia and the rest of the infra stack are not in a bubble as long as AI works. Training models isn’t special anymore—it’s just homework and somebody’s gonna do it. But no matter what, any AI has to run on something. And vice versa: if you want to sell compute to customers, you need people who train the models that drive usage. If the infrastructure companies outright own the labs going forward, that’s not a problem. SpaceX (infrastructure) already bought xAI (frontier lab), not the other way around, because that’s how the actual value flows. And this will get way more pronounced as we shift hard into massive inference. $NVDA #AI
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Replying to @elonmusk
@elonmusk Since the head only really holds the camera's we could make the glass "face" see through and install a closed terrarium (self-contained ecosystem) in Optimus' head...
🤖 Made with AI
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Replying to @DillonLoomis
@DillonLoomis Why do you put the announcement of youtube videos here on X behind a paywall? Anybody can watch these videos on youtube anyway, but now i can't comment on them here on X. Anyway: Great work on the NMC/Dahn Episode. Fascinating that these degradation fears are not just overblown, but complete Fantasy. (at going forward, not sure about older EVs.)
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Replying to @DillonLoomis
@DillonLoomis We got to talk about your last episode. Please dedicate an Episode to NanoImprintLithography. I do not want to spend the next year talking about ASML and EUV as this is OBVIOUSLY NOT ELONS PLAN. 1. 100% he will find a way around this well known bottleneck. 2. Anything that cannot scale (like EUV) is immediately off the table. 3. Anything that take much more than 3 years to Start of Production is off the table (as per his own words) 4. NIL is a far superior process at industrial scale. The reason nobody is using it (apart from Trials at e.g. Canon) is that any small contaminant will ruin your yield. 5. This is likely the reason why Elon has said "Everybody is doing Clean Rooms wrong". Elon likely has an Idea how to use micro-environments to isolate wafers in production. 6. If Elon can get NIL to work at scale, it would not just bypass the ASML-EUV bottleneck, but revolutionize the entire AI Chip Industry. 7. Please don't use Samsung as a comparison. Elon is clearly not trying to replicate their process as it's not scalable. 8. The last thing these comparisons are missing, and it is honestly shocking to me that the penny hasn't dropped yet. "Tesla is not a car company" means a lot more than people think: Tesla is building a cybernetic organism. The engineers at Tesla's main job is NOT to build cars or anything. It's to train Tesla's manufacturing AI. ASML doesn't have that. TSMC doesn't have that. And Samsung doesn't have that either. (I am not talking about AI tools that do certain tasks like aid chip design.)
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Replying to @AJ
@AJ How much does the Terafab being a joint SpaceX/Tesla Project mitigate a potential SpaceX IPO impact in your opinion? $TSLA
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