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Sam Korus
@skorusARK
Director of Strategy and Investment @ARKinvest. Disclosure
439 Following    149.6K Followers
Boring tunnel throughput just doubled
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Forward to community
So it took 10+ years from SpaceX landing a rocket for a competitor to do the same. How long until another company kickflips a rocket car?
Where are we using electricity?
The person driving their own car doesn't realize they are in a prison because that's how it's always been. In fact, they dreamt of the day they could be locked behind a steering wheel for ~60 min a day.
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Prediction: Cybercab probably reaches >10% of Austin ridehail vehicles before people in Austin wake up to what’s happening. Cybercab gets to 70% of Austin ridehail vehicles before people outside of Austin start to notice. People on X will notice faster, but genpop has no idea what’s happening.
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Prediction: Cybercab probably reaches >10% of Austin ridehail vehicles before people in Austin wake up to what’s happening. Cybercab gets to 70% of Austin ridehail vehicles before people outside of Austin start to notice. People on X will notice faster, but genpop has no idea what’s happening.
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To be honest, this always felt like it was futuristic. Just didn't know it would come full circle. They also had great commercials.
Look forward to watching the big three telcos try and fight the coming tech two (SpaceX and Amazon). Consumers tend to win when the oligopoly gets challenged.
On a scale of 6 year physics phd to 3 hours of compute time, how productive is the world about to become?
Neuralink continues to blow my mind. 11.3 bps is incredible and still early days.
Our clinical trial participants have now used their Neuralink implants for over 50,000 hours, building one of the largest datasets of intracortical neural activity ever. We used it to pretrain a foundation model for BCI: self-supervised neural encoders that turn noisy, drifting spikes into stable representations. Some initial results: • Decoders that keep working for weeks instead of days. For some users, calibration dropped from 10 min/day to 10 min/week • Teleporting cursors that jump straight to the intended target • A new cursor-control record of 11.32 bits per second (exceeding the performance of most able-bodied people) We’re just getting started. Future directions include pooling data across participants, one-shot (or zero-shot) calibration, and an API for the motor cortex. Read more:
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People can't understand 10x intuitively. What just happened was a leap, not a step.
First orbital flight of Starship successful!
If you pull the lever, you get to say you stand up for taxi drivers, but you kill 40,000 people each year. Or, you know, you save lives and reduce injuries for millions of people.
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Waymo says after 271 million driverless miles, its vehicles were involved in 82 percent fewer injury-causing crashes as compared to human drivers.
Super excited for the Starship launch next week. A reminder at how big a jump in performance the V3 Starlink satellites are if they have 1 Tbps and are <2,000kg:
Open source is catching up... ...@wintonARK has a good counter take, which is that as frontier labs research accelerates w/ access to internal models ahead of wider release, the gap between closed and open source could actually widen.
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Avg age of car on the road is >12 years. Pace of software improvement is going vertical. imo,if you buy a car that can't update it's software, it's going to feel like it's 60 years old in 12 years even if the engine and gears are fine.
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99%+ cost declines for chips, batteries, power electronics, and motors over ~34 years. ...AI declining in cost 99%+ annually.
A clean, electrified energy system has been a dream for decades. Thirty years ago the core components existed, but they weren't economical. That has changed. Chips, batteries, power electronics, motors and sensors have each fallen over 97% in price. It's best to recognise a shift early. Second best is to act on it when it's staring us in the face.
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More people need to be monitoring methane sat data
The scale of China's solar output is incredible. For context, SpaceX and Tesla each looking to do 100GW of solar annually.
As Starlink v3 sats get ready to go:
It's not rocket science. ~$19M in connectivity revenue per Tbps 61 Tbps per Starship launch $19M * 61 = ~$1 billion in rev per starship launch Falcon 9 launched 165 times last year. The revenue per Tbps will decay, that's ok and expected.
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You can lead a human to exponentials, but you can’t make them grok it.
Starlink V3 constellation starts being deployed this month. Ultimately, it will deliver more than 100 times the bandwidth of our current 11,000 satellite constellation.
In the same way we have “the royal we,” I think we need “the little a, I” As in, I did it and I put thought into this, but obviously I also used AI. Q: “Did you make this design?” A: “Yes aI did.” (Pronounced I)
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