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A Different Kind of Shareholder Meeting If you’ve ever been to a Tesla event, you know it’s not your typical corporate affair. The 2025 Annual Shareholder Meeting at Giga Texas felt more like a tech festival than a financial update — part product showcase, part manifesto. Elon Musk framed the day around a single idea: “Sustainable Abundance.” Not just cars or robots or AI, but an entire ecosystem built to multiply human capability while cutting waste, labor, and inefficiency.

When drone operator Joe Tegtmeyer  said, “The ChatGPT moment for FSD is when the car says, ‘Yeah, you can sleep,’”  it distilled Tesla’s pursuit of autonomy into a single, visceral image. Because that moment — when a driver stops supervising — marks more than technical success. It’s when human trust meets artificial intelligence. What Is the “ChatGPT Moment” for Tesla FSD? The phrase describes the point where Full Self-Driving (FSD)  transitions from being impressive to indis

A Surprising Signal from the Atlanta Fed The Atlanta Federal Reserve’s GDPNow model —a real-time tracker that updates automatically as new data hits—just raised eyebrows. On November 3, it boosted its estimate for Q3 2025 U.S. GDP growth to 4.0 percent , up from 3.9 percent the week before [2]. That may not sound dramatic, but it’s a full percentage point higher than the Blue Chip consensus forecast of roughly 2.5 percent . In other words, the Fed’s real-time model sees an ec

What’s Driving the Buzz Around Bloom Energy? If you’ve been watching the AI arms race, you’ve probably noticed something strange: everyone’s talking about compute, but almost no one’s talking about power . Bloom Energy is changing that conversation. Their solid-oxide fuel cells aren’t just “green boxes.” They’re on-site mini-power plants that can be installed fast, run clean, and—crucially—avoid the grid bottlenecks slowing new data centers. In our latest video, Matt and Brad

This blog post is a response to the linked substack from Andrew Trask. I went back and re-read Trask’s essay and I keep coming back to one section that keeps me scratching my head – what if we managed to avoid retraining everything from scratch and instead focused on a smaller, rock-solid reasoning core with a toolset that can handle changes in facts? That right there could wipe out the bulk of the pretraining spend and change the whole conversation around the so-called "GPU

What happened—and why it matters for AI infrastructure? Brookfield and Bloom Energy announced a $5 billion strategic partnership  making Bloom the preferred onsite power provider  for Brookfield’s global “AI factories.” Brookfield says this is the first investment  under its dedicated AI infrastructure strategy, with a first European site to be named before year-end (Business Wire, 2025). In plain English: a top-tier infra investor just picked fuel cells as a core tool to pow

“Do robots need the British-accent voice pack? Maybe not. Give us Bradford at 2x and let’s get to work.” What did Figure AI actually show...

Tesla’s “Las Megas” event in Las Vegas wasn’t just a flashy product showcase. It was a warning shot to legacy power players and a promise...

Tesla Megablock Las Vegas has seen its share of flashy shows, but last night Tesla Energy rolled out something different. Forget neon...

TL;DR:  Upstart’s Trustpilot Index (UTPI) rolled over hard in early August. Hitting the Q3 review target now requires a late-quarter...

Short version:  most corporate AI pilots flop. A tiny minority are compounding value every week. Your job is to join the tiny minority—by...

“Look how good I am, dad, I can change lanes!” That was the joke running around Tesla land a couple versions ago, when FSD basically...

Alright, so you’ve seen the headlines screaming “Tesla nukes Dojo project!”  That sounds dramatic, right? But let’s slow down and...

Call it a midsummer flex-off. xAI, Anthropic, and OpenAI just hit the timeline with major updates, and while the memes and leaderboard...

Let’s cut through the noise. Everyone’s drooling over robot demos, flexing about neural networks, and pretending the future is just...

“Optimus V3 is going to be 🤌 … Excellent review w @Tesla_Optimus team.”— Elon Musk on X, June 25 2025   x.com When Musk breaks out the...

Okay. Let’s talk about the humanoid elephant in the warehouse. You’ve probably seen the clip by now—Figure’s humanoid robot calmly...

You see that Tesla AI tweet and think, Wait, are we actually doing this?  Like, for real for real  doing this? Robotaxis. June. In...

Alright, let's talk insurance. Yeah, I know. Riveting stuff, right? But hear me out because this ain't your typical "here's why you need...

Grok 3’s Insane Speed: The Hardware Flex Alright, let’s talk Grok 3. And deep research. And why the whole AI arms race just took another...