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Matthew Chang
@MatthewChang
Chang Robotics is a Christ-centered engineering firm that designs, builds, and commissions Factory 5.0 automation for American manufacturing.
1.1K Following    33.8K Followers
For the record, if I got that email I would have no clue. Zero chance I’d even see it to open it.
Very interesting email from OpenAI. - Yes, we have lots of data. - No, we won't share. We keep all customer information private.
Fun fact, an airport snow blower can burn 75 gallons of diesel PER HOUR at full throttle. Good thing we started work 3.5 years ago to solve this. The future is electric ⚡️🔋
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The ReForge Pod - Episode 34 - EPR's with Brad Barbin
Matt, I’m just looking out for you: Willis is better looking and smarter than me! Look forward to your visit (which I plan on attending😂) and partnering on this great American buildout 💪
I’ve written a lot about humanoids. Net net, they are a positive for the hard tech sector. That being said, they will only proliferate in retail and hospitality, or as I frequently explain: at LuLu Lemon and the check in desk of the Marriott. Universities and high end high schools will all own one to let the students play with them. That’s the TAM. Sorry if this is counter narrative to your investment thesis.
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“China slows humanoid robot IPO rush as hype outruns reality” .:surprised pikachu face:. @MatthewChang
Well now the cat is out of the bag.
@MatthewChang @jack226RE My entire liquid net worth is in $CHANGCOIN, so you already know the answer to that 😂
The only way to live life. Medium roast, coarse grind, please
Drip is superior to espresso.
Anyone want to join me on a factory acceptance test in Buffalo? I lost a bet to @jack_watson_hfw, so I have to go and can’t delegate to the engineering team. (Yes, I bet against Josh Allen ☹️) A month ago Jack called me and said he had some capacities around high precision manufacturing and advanced coatings that I need to know about. 🫡 So I got the meeting set, because yes I need to know about it. But there’s a twist, Jack put me through to a sales meeting with @HfwIndustries and skipped the meeting. I refuse to believe that actually happened. On the flip side, when his new guy Willis places the order of the year for @ChangRobotics he’ll have to pay the full commission 😂😂😂 Also, I learned a lot about thermal spray and hard facing. (See slides) Credit to Jack’s leadership, one of his largest customer champions came over to HFW to be part of what they are building for America 🇺🇸 Made-in-USA advanced machine components using black magic high velocity oxygen applied coatings that dramatically improve equipment life and reliability, sold to me by the until-recently-end-user? Take my money. Patriots, all of them.
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Have never, not once, found a time when I wanted to sponsor an H1-B visa.
@MatthewChang America is a country of 300,000,000 people, who invented the airplane, integrated circuits and space flight. We'll be *plenty* good without importing millions of Javascript engineers (who don't actually know JS).
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912 people baptized today in Jacksonville. NINE HUNDRED AND TWELVE Revival is upon us friends.
Eleven22 wasn’t playing today and the Holy Spirit was in the room. 6, count ‘em 6 baptism tanks and they were cranking across all 4 services today. 122 people went under the water at 7AM today, declaring the old self is dead and a new creation is born in Jesus Christ.
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Take the kill shot with Sentinel.
I suspect a lot of folks have wondered this at some point regarding Sentinel. So here is why: America is the economic engine of the west, without a strong, vibrant America there is no good future for humanity. its hard to do that when you are suffering $350B annual damage from invasive species. The hogs are the headline stat but there are 7 primary species we are working on. Secondly I have held a great love for the US since 1997 when I first visited, I have written about this at length in an article (you can find it via my profile) but the short version is a feeling of ambition and celebration of success that's just not available elsewhere, the anglo-sphere is deeply in its "tall poppy" stage and some of us just can't thrive in a society like that.
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I think Florida should subsidize the introduction of CyberCab by taxing all non-FSD vehicle owners. Anyone with any citations or points on their license pays $10,000 a year or they surrender their vehicle. A great cleansing.
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I went hard on the grill tonight. Maybe too hard?
Jensen is right. Go back and read my lawsuit post from yesterday. Discovery is gonna rip the door wide open on liability
🚨BREAKING: Jensen Huang just EXPOSED Dario and Altman’s "Rogue AI" grift to avoid getting sued into oblivion under EXISTING law “Don't let this doomsday narrative cause somebody to relieve them of the laws that currently exist. Go and read between the lines. They're actually not asking for more laws; they're asking to be relieved of the laws we do have.” ABSOLUTE TRUTH NUKE
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I went to STS 79 and sat in the presidential bleachers when I was a kid. The power, heat, and vibration absolutely rocked me. 🚀
Eleven22 wasn’t playing today and the Holy Spirit was in the room. 6, count ‘em 6 baptism tanks and they were cranking across all 4 services today. 122 people went under the water at 7AM today, declaring the old self is dead and a new creation is born in Jesus Christ.
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Beltline is epic and is #2#. Fun fact, as a senior design project at Georgia Tech I got to design the typical cross sections of the beltline. Back then it was called “rails to trails”
The belt line in ATL smokes the high line. It’s okay Idk about greatest though.
Founders, let me take you through a simple process so audited financials don’t wreck you before your company’s Super Bowl: Years 0-2: bookkeeping by @friendlybooks by @RobertMSterling Years 3-4: CPA reviewed financials Year 5: CPA audited financials + QOE (I use EV Partners by @RobertMSterling) Year 6+: GAAP Financials, AICPA audit Year before major transaction: PCAOB audit, for the rest of your life The gradual step up in discipline also keeps your cost and organizational drag to a minimum. Being empowered by knowledge of high level accounting informs the founder / CEO how to think about decisions and contracts so it’s in alignment with your financial strategy. You’ll also know exactly when you have to professionalize on things like ERP. Can changing one paragraph in a contract be the difference or not with auditors? Absolutely. Will your customer or lender care about that paragraph? Probably not. You’d be surprised how many brilliant founders, especially in high growth situations, have no clue how the cash flow, balance sheet, P&L, sources and uses, and taxes inter-relate. By the way, I learned the hard way. We went from no audit to PC audit cold turkey. It was painful. What I wrote above is what I wish I would have known when I started. In life, and in all things, be audit ready. Good luck out there. Paging @mcobler11, @barbinbrad, and @paulswaney3
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Allow me to interpret what’s happening. Anthropic is being audited. Anthropic desires to file an S-1, as they would like to go public. Therefore they need an audit. And by “they”, I mean the VC’s who invested in them. So “they” can exit their position and pass the bag to firemen, nurses, teachers and policemen. How does this go from the VC’s to the working man and woman? Because the size of the IPO will automatically qualify Anthropic for the Fortune 500 and the Dow Jones 100. Therefore, every working person with a 401k or pension will end up owning a little bit of Anthropic in their mutual funds. Teachers hold the bag, VC’s take the cash. Thank you, come again. Now back to the audit. The audit required is a PCAOB audit, Public Company Accounting Oversight Board. This audit is what all public companies must comply with be on the stock market. Revenue recognition, expense classification, depreciation, related party transactions, etc. It’s there for consumer protection. This audit is TOUGH. It is INVASIVE. There is no way to lie your way through it. Any company that passes a PCAOB audit automatically earns my trust on finances. How do I know? Because I’ve been through it before. @ChangRobotics is 2 year PCAOB audited and currently underway for a 3 year audit. It’s brutal. The same as showing up as the valedictorian to your high school graduation, except you’re naked, and you have to walk on stage and deliver the speech. It’s rough. And I know many incredible founders that can’t pass one. Now, why would Anthropic be leaking all kind of weird statements lately about “self pacing” a slow down on AI (e.g. they are WAY behind on revenue), and profitable if they didn’t have expenses (e.g. we just learned for the first time what our expenses are, because we’re being audited). Because they were claiming NVIDIA discounts and Microsoft cloud credits as revenue. Because they had no clue what their expenses were, or why it even mattered. Because they had unlimited investor capital and their job was to burn it to make an LLM. Well, they did a great job with that! That’s the same as my wife coming home with Bed Bath and Beyond coupons and telling me it’s her paycheck. Ummm, not the same, sweetheart. So by now hopefully you can see that Anthropic is in a PCAOB audit right now, in order to file an S-1 and go public, and pass the bag to teachers so the VC’s get profits. And hopefully that explains their “crazy” behavior. In reality you can be grateful to KPMG, PWC, or whoever is auditing Anthropic, because it’s the first time Dario learned that: 1) we are not profitable 2) expenses matter 3) coupons are not revenue 4) we have no clue how to be “profitable” 5) growth is hard when revenue numbers are in an audit and not a power point -your neighborhood engineer
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The gospel, according to Connor The Freight Guy 🚛🚚🚛🚚
And on the eighth day God looked down and said I need somebody who can back 70 feet of steel into a hole with six inches on either side, in the dark, in the rain, on the first try. So God made a trucker. God said I need somebody who can feel a tire going soft through the floorboard at 65. Who can hear a bearing before it fails. Who knows what a load sounds like when it's riding right and what it sounds like when it isn't, and will pull over at 3am on a shoulder to go check, because he'd rather lose an hour than lose the freight. So God made a trucker. I need somebody who can look at a mountain grade and a loaded trailer and know exactly what gear he needs before he gets there. Who can run 600 miles through weather that closed the road behind him and pull in on time without making it a story. So God made a trucker. I need somebody with the arms to crank a landing gear that hasn't moved in a year, and the patience to talk a rookie back into a dock without ever letting on that he watched the whole thing. Somebody who'll pull over for a truck that isn't his problem, from a company that isn't his, and give up an hour of his own clock to get a stranger rolling again. So God made a trucker. I spent twelve years on the other end of the phone. I never once moved a load. Not one. Every single thing I ever built, every customer I ever kept, came down to whether a man I'd never met was as good at his job as he said he was. They almost always were. So God made a trucker. Thank one this week.
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