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Cern Basher
@CernBasher
Co-Founder & Chief Investment Officer at Brilliant Advice My posts here are not financial advice. Tesla referral link:
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69 Cybercabs...
Another 28 vehicles added today - 19 Model Y's and 9 Cybercabs
What are you doing with your life? Instead of asking, “What do you do for a living?”, society may increasingly ask, “What are you doing with your life?” The argument (in French) from the post below is that AI is approaching the point where it will outperform humans across virtually every intellectual field, potentially as soon as 2027–2028, and that this could trigger a fundamental transformation of civilization. Work for survival largely disappears. Robots and AI take over repetitive, dangerous, and labor-intensive jobs, making traditional employment far less necessary. Living standards rise dramatically. Food, shelter, healthcare, safety, and other basic needs could become abundant and inexpensive enough that today’s wealthy lifestyle becomes closer to tomorrow’s baseline. Humans shift from doing to directing. Instead of performing most work ourselves, people will orchestrate fleets of AI agents and robots. In that world, regulation and bureaucracy could become the main bottlenecks because intelligence and execution are cheap but permission is not. Scarcity moves from material goods to status. When almost everything can be produced cheaply, people may place greater value on things that remain scarce: handmade goods, exclusive experiences, access, reputation, taste, culture, and social distinction. Meaning replaces necessity as the motivation for work. People who continue working may increasingly pursue exploration, science, art, space colonization, adventure, achievement, and other grand projects rather than simply earning a living. The skills that matter change. The author argues people should become broad learners rather than narrow specialists, use AI as a personal tutor, develop judgment and taste, and become better storytellers. Human experience may retain special value. AI may be able to create extraordinary content, but humans still possess lived experiences - love, suffering, fear, loss, ambition - that give human storytelling a distinctive perspective. The central thesis is summed up well by the final distinction: This would not necessarily be the end of work. It would be the end of work as a requirement for survival.
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Elon vient de répondre à François Chollet que sa prédiction était « conservatrice ». En 2021, Chollet annonçait que d'ici 10 à 20 ans, presque toutes les sciences deviendraient des branches de l'informatique. Elon : l'IA battra tous les domaines d'ici fin 2027. 2028 au plus tard. Toutes les disciplines vont être crackées. Je suis assez d'accord avec lui. Et la question n'est plus de savoir si ça va arriver, mais à quoi ressemblera le monde d'après. Voici comment je vois le futur de l'humanité. Le travail laborieux va disparaître. Pas diminuer. Disparaître. Tout ce qui est répétitif, pénible ou dangereux sera géré par des robots. L'idée qu'un humain passe 40 ans à répéter les mêmes gestes semblera aussi archaïque à nos petits-enfants que les enfants dans les mines nous semblent aujourd'hui. Le plancher va monter au niveau du plafond actuel. Le niveau de vie minimum sera celui de quelqu'un de très riche aujourd'hui. Louis XIV n'avait ni antibiotiques, ni chauffage central, ni tout le savoir humain dans sa poche. Ce mouvement existe déjà. Il va juste s'accélérer brutalement. Maslow sera rempli par défaut. Se nourrir, se loger, se soigner, être en sécurité : les étages du bas de la pyramide ne demanderont plus de travailler. Faire des choses dans le monde réel deviendra surtout une manière d'impressionner les autres. On ne construira plus pour survivre. On construira pour être vu. Notre vraie occupation sera d'orchestrer. Des milliers d'agents et de robots à diriger pour corriger les problèmes du monde réel. Et c'est exactement pour ça que la bureaucratie doit sauter. Quand l'intelligence et l'exécution deviennent quasi gratuites, le seul goulot d'étranglement qui reste, c'est la permission. Un pays où il faut des années pour autoriser une usine ne profitera jamais de l'abondance. Il la regardera passer. Le statut va revenir, sous une autre forme. L'humain est un animal mimétique. Girard l'avait compris : on ne désire pas les choses, on désire ce que les autres désirent. Quand tout sera accessible, on réinventera de la rareté artificielle. Des objets faits main, des accès exclusifs, des cercles fermés, des codes. La société ressemblera étrangement à l'aristocratie du XIXe : une classe de loisir, des salons, de l'art, de la conversation, des duels de raffinement. Sauf que cette fois, l'aristocratie, ce sera presque tout le monde. Ceux qui continueront à travailler le feront sur l'essentiel. Les grands projets de l'humanité : coloniser le cosmos, explorer de nouveaux horizons, aller là où personne n'est allé. Pas pour payer un loyer. Pour le sens, pour la gloire, pour l'aventure. Nous entrerons dans un nouveau type de civilisation. Une civilisation qui ne travaille plus pour survivre, mais pour s'étendre. Alors, comment se préparer ? Soyez polymathes. Curieux de tout. La spécialisation était la réponse à un monde où apprendre coûtait cher. Ce monde est terminé. Apprenez avec l'IA. C'est le meilleur précepteur de l'histoire. Aristote enseignait à un seul Alexandre. Aujourd'hui, chacun a le sien. Développez votre goût. Votre taste. Votre capacité à choisir. Quand tout peut être produit, la valeur se déplace vers celui qui sait quoi produire, et quoi jeter. Et apprenez à raconter des histoires avec un angle singulier. C'est peut-être la compétence la plus durable de toutes. Parce que les grandes œuvres naissent presque toujours de la souffrance. Raconter ce que ça fait d'être humain, de douter, de perdre, d'avoir peur de mourir, ça restera notre territoire. Une IA peut écrire un film. Elle n'a pas vécu ce qu'il raconte. On ne vit pas la fin du travail. On vit la fin du travail comme condition de survie. Le XXe siècle nous demandait : « Qu'est-ce que tu fais dans la vie ? » Le XXIe va nous demander : « Qu'est-ce que tu fais de ta vie ? »
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Hollywood is so cooked...
The race for AGI Script: Sherpa by Pocket FM Video: Seedance 2.5
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It's great to see Cybercabs and Cybertrucks (including their mini versions) in Germany, but where was the biergarten? And is that an Optimus obstacle course at the top of the image?
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Summer Games 2026 at Giga Berlin Employees, families and friends. Sport, music, workshops – and a few surprises on site
The news sounds like “Tesla just sold 2,500 electric trucks.” That’s not really the story. The problem for many companies is: "If we lease a big electric 18-wheeler for a few years, what’s that used truck worth at the end?" Nobody knows yet. So most companies are reluctant to take the risk. This deal fixes that. The trucking company drives the truck, then walks away. Someone else takes the “what’s this used electric truck worth?” problem. That’s why a huge order could happen all at once. Also: America has only put about 2,500 big electric trucks on the road in the last eight years. This one order is basically that whole pile again.
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Another 28 vehicles added today - 19 Model Y's and 9 Cybercabs
Looks who's sneaking in a few vehicle registrations on a Friday night... @teslaai @robotaxi better add many more to the fleet before the @theXtakeover !
Tesla just gave the first public look at what a privately owned Cybercab’s software could look like. CarSauce got inside the two-seater Cybercab currently on display at Tesla Sydney in Alexandria. The big surprise is the screen. The interface is the familiar Tesla layout and it does not look like the stripped-down robotaxi passenger UI. It looks like a car you could actually own. Tesla has always talked about Cybercab as both a ~$30k fleet robotaxi and a vehicle private buyers could use themselves or put on the network. Showing this software in public, in a static showcase, is the clearest signal yet that they’re designing for both. Familiar software removes a huge adoption hurdle. The car is on display at Tesla Sydney (546 Gardeners Road, Alexandria) through Sept 27th as part of the Australia/NZ tour. Anyone can walk in and see it.
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Interestingly, this is the first time Tesla have publicly shown what could be the consumer-facing software for a privately owned Cybercab. It basically looks just like the software in a Model 3 or Model Y. The CarSauce YouTube channel got access to the Cybercab currently touring Australia. It’s at Tesla Sydney in Alexandria right now and anyone can go and see it.
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Two Weeks! Here's what events are happening at Tesla & SpaceX over the next two weeks.... There's one other item I'd add to this list. It starts with "M" and ends with "r."
hope everyone is ready for potentially the biggest two weeks on X we've ever seen 🚀 (no spoilers, must watch)
Something interesting is happening in Houston... Tesla’s Robotaxi service is already operating there with Model Ys, but Cybercabs have been accumulating at Tesla’s Houston Robotaxi hub, with observers reporting more than 100 vehicles staged there. Tesla may be preparing to flip the next switch.
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Houston is getting ready to flood
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Looks who's sneaking in a few vehicle registrations on a Friday night... @teslaai @robotaxi better add many more to the fleet before the @theXtakeover !
Buy a Tesla Semi and save $65,000 on fuel costs per year. Over a few years, the fuel savings alone can go a long way toward paying for the truck. Then add potentially lower maintenance costs, regenerative braking, better performance - and zero tailpipe emissions.
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Top Gear has released a new video of the production version @Tesla Semi. We get our first look at the full production line. New info: • The Tesla Semi isn't painted, it's powder coated, like Megapacks are. There is no paint shop. • Production version is 3% more efficient than prototype • More aerodynamic than a Bugatti Chiron • Standard Range has a 548 kWh battery • Tesla Semi is only 7x less efficient than a Model Y • Fitted a new air vent in the front bumper for better efficiency • Production Semi has a three piece front bumper for easier repairing • Seats are heated and cooled, despite being cloth seats • The squarer battery holds heat better, meaning better cold weather efficiency • A 6 foot 6 adult can stand up straight in the cabin without hitting their head • The biggest sun visor I've ever seen I definitely recommend watching the full video here:
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$TSLA And $SPCX Are Suddenly On Fire!
Tesla & SpaceX Could Build Subscription Businesses of Almost Unimaginable Scale Consider what happens if Tesla and SpaceX eventually reach massive global scale: Optimus: 1 billion robots at $1,000/mth = $12 trillion Digital Optimus / Grok Bot (joint between Tesla & SpaceX): 500 million subscribers at $420/mth = $2.5 trillion Tesla Robotaxi: 300 million subscribers at $500/mth = $1.8 trillion Starlink: 600 million subscribers at $67/mth = $480 billion Tesla FSD: 125 million subscribers at $99/mth = $150 billion These aren't forecasts, and I'm deliberately not assigning a year to any of them. They are simply illustrative scenarios showing what these businesses could look like if they ultimately reach enormous global scale. And that's my point. At sufficient scale, Optimus alone could theoretically become hundreds of times larger than today's biggest consumer subscription businesses. Why? Because Tesla and SpaceX aren't merely creating another streaming service or software subscription. They're potentially selling subscriptions to: Labor. Intelligence. Transportation. Connectivity. Autonomy. Those are some of the largest recurring expenditures in the global economy.
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When you look at the annual subscription amount, FSD's $1,188 ranks as the highest on this list and Starlink's ~$792 is the second highest. This will make easier for Tesla and SpaceX to climb the ranks of the largest annual subscription revenue businesses. For example, to reach Microsoft's $99 billion in annual Office 365 revenue, Starlink would need 125 million subscribers and Tesla's FSD would need 83 million.
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Breaking News Tomorrow: Airstream Unveils the "Trillionaire Edition™" You own the yacht. You own the jet. You own several homes you occasionally remember exist. But can any of them be parked next to your AI datacenter? Introducing the Airstream Trillionaire Edition™. A rolling monument to financial irresponsibility featuring a rooftop sky lounge, executive champagne deck, climate-controlled everything, and an exterior polished brightly enough to be visible from low Earth orbit. Sleeps six. Entertains twenty. Impresses absolutely everyone. Tow vehicle sold separately. Preferably a Cybertruck. MSRP: If you have to ask, consider the Billionaire Edition.
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@iam_smx That’s pretty much exactly how I roll 😂
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Transcript of NHTSA Administrator Jonathan Morrison's speech at the AI Horizons PGH Summit (bold highlights mine) Stephanie, thank you. Good afternoon, I’m glad to be part of these exciting conversations. AI Strike Team, thank you for organizing this important event – what a great turnout. This year, 25 years ago, I graduated from the University of Pittsburgh, and as the first person in my family to graduate from college, this city played an outsize role in shaping who I am and is quite special to me. This place has changed since my undergrad days, and in a good way. The redevelopment and reinvestment across the region is incredible. 25 years ago, who would have thought that we’d see automated vehicles commercially deployed on our roads, and that this city has played, and continues to play, a leading role in their safe development. 25 years ago, as a Pitt student studying philosophy and jazz performance, artificial intelligence was my South Oakland roommate cheating on his exams. I’ve spent the last few days here touring the city and vicinity and meeting with the many AV and AI leaders. I’d like to thank those who took time out of their very busy schedules to meet with me, and the fantastic contingent of my NHTSA teammates who joined me. And I’d like to thank Jackie Erickson from the Allegheny County Conference on Regional Development for putting together an incredible and informative tour. It’s poetic that the city that enabled Andrew Carnegie and Andrew Mellon to lead the way for American innovation that propelled our nation’s success in the 20th Century sees Carnegie Mellon University enabling the same type of innovation through the 21st century. Not merely through capital investments and some good ideas—but through the hard work, resiliency, and willpower that this region personifies. Transportation Secretary Sean Duffy has charged the Department of Transportation with ushering in the Golden Age of Transportation, and we stand at a moment in time at which technology provides the opportunity to radically change the way we live, and move people and goods. While this applies across all sectors, as the automotive regulator, I’ll focus on automated vehicles, and this technology is absolutely revolutionary. We are on the precipice of great change, and it’s critical that America continues to be the global leader in AV development and deployment through intentional, robust, and safety-focused engineering and design. We want innovation and investments to happen here in Pittsburgh and all across America. And this is the moment to make decisions that will enable the United States to remain the leader in AVs well into the 21st century. To do that, as Secretary Duffy likes to say, we cannot afford to move too quickly, but we certainly cannot afford to move too slowly. At NHTSA, we are moving with a sense of deliberative urgency—enabling technological advancement while maintaining rigorous safety oversight while we develop competency standards for automated driving systems. We’re looking to support innovation because automated driving systems hold incredible potential promise, unlocking mobility options for senior citizens, people with disabilities, and others who are unable to or don’t want to drive for a variety of reasons—because they’ve been drinking or maybe just because they’ve had a bad day and a long flight and they just don’t want to talk to a stranger on their ride home. Importantly, this technology has the potential to enable full participation in our society and economy for the many left behind due to an inability to drive. Because access to independent transportation is access to freedom. Additionally, AVs could play a role in addressing the fatality crisis on our roads that I and the rest of our fantastic team at NHTSA spend all of our waking hours fighting. Several risky and unacceptably common driving behaviors, like speeding, or driving distracted, fatigued, drunk or high play a role in tens of thousands of deaths every year. AVs could potentially eliminate so many of these dangerous behaviors. AVs will never drive impaired, tired or distracted—and they shouldn’t speed through school or work zones. If they do, they should be subject to traffic enforcement. And you don’t need to worry about them having road rage. But this future is not guaranteed. We’ll only see these benefits and transformations if people choose to adopt the technology, and they’ll only adopt it if they trust it. Safety as the foundation of everything you do will help establish that trust. And as with everything else in life, trust must be earned. Making safety the bedrock of your decisions, designs, and policies will help nurture this trust. The National Highway Traffic Safety Administration is encouraging the pursuit of innovation, but only if that pursuit that takes place responsibly and safely. This is the foundation of our Federal Automated Vehicle Framework. Our approach is one of balance, combining thoughtful policy decisions that enable innovation with an unapologetic exercise of our oversight and enforcement authorities. We believe this approach will make our vehicles both safer and more innovative than ever. And we are moving quickly on both fronts. I call it deliberate urgency – moving ahead with purpose but at a pace that never puts safety second. Safety is at the heart of everything we do. We are the cop on the beat and our core mission is the safety of the American people. If we see unreasonable risks, then we’re not going to hesitate to act, and do so loudly. We are in frequent discussions with AV companies, as well as state officials, local governments, and first responders. We’ve opened several investigations into ADS-equipped vehicles and secured multiple recalls, and won’t hesitate to do so when appropriate. We’ve also recently issued a call to action to AV developers based upon a clear pattern of AVs interfering with law enforcement and other first responders, directing them to develop solutions. We’ve met with key AV developers to discuss their responses to the call, and have seen positive concrete steps—including issuing a recall. We will continue to keep a close eye on these interactions to ensure meaningful changes and solutions. But it’s not fair or good public policy to play whack-a-mole, shaking our fists at things we don’t like, while staying silent on expectations. This is why we’ve been so active in engaging with our co-regulators in state and local government, the industry, safety experts, and first responders. All of these groups look to NHTSA and the federal government for national leadership and guidance on AVs. Our current voluntary guidance document, AV 2.0, dates back to 2017 during the first Trump administration, and we can all agree that a lot has changed in that time. We’re moving ahead with developing new guidance, which we expect will help shape the industry’s approach to safety for years to come. This updated guidance aims to support the industry’s strategic transition from test-centric operations to mid-scale driverless deployments. We’re focusing on critical safety elements, such as emergency responder interactions, safety management systems, and remote assistance. And while we have ideas and strong opinions on safety assurance, this guidance will be improved by participation from other safety and technical experts, including many in this room. But a well-crafted regulatory structure requires basic maintenance of our FMVSS to ensure our regulations remain current for the vehicles being developed and deployed today and tomorrow.  And so many of our regulations were designed when no one envisioned a vehicle without a human driver, and therefore require or reference manual controls. This means that the technology of the future is often tethered to the regulations of the past. So we are working diligently on much-needed FMVSS updates to account for new designs enabled by automated driving systems, without compromising safety. Our approach is not to take a hatchet to current standards and give AVs free reign based on an assumption that they’ll be safe. Instead, we’re using a scalpel to make necessary technical updates while still placing safety first. Vehicles designed never to be operated by a human driver should remain subject to critical safety requirements. But by updating the rules to prioritize safety performance requirements over design specifications, we restore common sense to our vehicle regulations. We aren’t trying to predict the future as we update these standards. We don’t have a crystal ball that tells us how automotive technology will evolve, although I’ve asked for one. But if we revise our FMVSS to focus on performance, not design requirements, we won’t need to be fortune tellers. Our FMVSSs will be nimble enough to ensure that the vehicles of the future continue to deliver the high level of safety we expect. We’ve proposed amendments to five critical FMVSS that would have no detrimental effect on safety but would enable creative vehicle designs, and we have many more coming. Our fantastic team of engineers and lawyers is working diligently, with deliberative urgency, to deliver these final rules in a thoughtful manner. All of this work aligns with our AV Framework’s goal of removing unnecessary regulatory barriers to the safe development of AVs, and unleashing the innovation that the United States, and the city of Pittsburgh, delivers better than anywhere in the world. But guidance, responsive enforcement, and modernizing outdated regulations will not cement public trust. So we’re also considering the natural question that arises as AVs deploy: How do we know if an AV is a safe driver? In March, I announced plans to commence development of a Federal Motor Vehicle Safety Standard for Automated Driving System performance.  Federal law requires that competency requirements will need to be objective, practicable, and meet the need for motor vehicle safety. They must include metrics for each behavioral competency, as well as repeatable methods and means to assess them. We’ve been hard at work since that time, and have been in contact with AV companies, including several based in Pittsburgh, inviting them to come to our Vehicle Research and Test Center in Ohio to participate in this effort. These hands-on discussions will be critical as we move forward. But doing this on an iterative and experimental basis won’t meet our goals of providing regulatory safety assurance on a timeframe that matches the trajectory of technological development and deployment. So I’m excited to announce that just yesterday, we’ve just executed a cooperative agreement with SAE to launch ASCEND consortium. This joint government and industry initiative will expedite the development of data-driven AV performance standards. Our top priority for the consortium is ADS competency, which will inform and accelerate a corresponding FMVSS. Ultimately, our ADS performance rulemaking will provide federal leadership in this space. By delivering an AV competency standard, we hope we’ll be able to address the burgeoning patchwork of inconsistent State and local level requirements, and continue to encourage American innovation and promote the safe development and deployment of these vehicles on our roads. And throughout the process, we want to hear from you, not only when you have ideas, but when you have problems. Transparency facilitates prioritization of safety, and with it, public trust. I strongly encourage AV developers to adopt the same transparency practices with state and local governments as well. Our doors are open for mature discussion, information gathering, and technical engagement. We have incredibly knowledgeable employees working in our Enforcement, Rulemaking and Research teams, and I appreciate how hard they’ve worked to advance these administration priorities. NHTSA will continue to encourage and support a balanced approach in this space. We wholeheartedly support innovation but not at the expense of safety. That balance is the key to developing the public trust necessary for widespread deployment, and to helping our society reap the potential benefits of this so very promising technology. Thank you.
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Here's NHTSA Administrator Jonathan Morrison's full remarks at the AI Horizons PGH Summit about a national framework for autonomy
A robotics breakthrough? Figure is showing progress toward robots that learn general physical skills once and apply them across many new environments.
The holy grail for robotics is being able to generalize: doing work in unseen places We rented 30 homes in the Bay Area and are doing tasks without any new training
When you look at the annual subscription amount, FSD's $1,188 ranks as the highest on this list and Starlink's ~$792 is the second highest. This will make easier for Tesla and SpaceX to climb the ranks of the largest annual subscription revenue businesses. For example, to reach Microsoft's $99 billion in annual Office 365 revenue, Starlink would need 125 million subscribers and Tesla's FSD would need 83 million.
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When you look at the annual subscription amount, FSD's $1,188 ranks as the highest on this list and Starlink's ~$792 is the second highest. This will make easier for Tesla and SpaceX to climb the ranks of the largest annual subscription revenue businesses. For example, to reach Microsoft's $99 billion in annual Office 365 revenue, Starlink would need 125 million subscribers and Tesla's FSD would need 83 million.
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